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John Wenzler ANGEL PICHARDO (Unlicensed) Mark Braden (Unlicensed) brandon dudley (Unlicensed) David Walker Gabriel Gardner (Unlicensed) Jamie Lamberti (Unlicensed) Kate Holvoet (Unlicensed) Laura Krier (Unlicensed) Mike DeMars (Unlicensed) Nerissa Lindsey Natalya Magazino (Unlicensed) Adriana Popescu Chris Lee
Discussion topics
Time | Item | Presenter | Notes |
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1:00-1:10 | Welcome & COLD Report | John Wenzler | COLD Exec approved Chris' request for accounts to access campus (non-ULMS) ILL stats. John will share Ex Libris' Rapido subscription proposal with COLD. Clarivate refused to agree to required CSU contractual language, jeopardizing our Web of Science subscription. The Student Success Committee’s recent report may be of interest to Analytics. Next year COLD will begin another cycle of strategic planning.
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1:10-1:30 | Functional Committee Reports | All Reverse alphabetical order: Resource SharingResource ManagementFulfillmentERMERM asked ULMS Analytics for guidance for | Resource SharingMet with Fulfillment committee to discuss feasibility of allowing Cal State walk-in users to request CSU+. Launched two new task forces We met with Tim Jackson of the SUNY libraries to discuss the possibility of an Alma resource sharing partnership with them. We’re beginning to revisit a project the Resource Sharing committee was working on before COVID hit which was to improve cooperation between the CSU libraries and the UC libraries through expanded reciprocal agreements and courier services. We are investigating our options for adding courier service to the UC libraries not already on the Unity contract.
Resource ManagementMany in the group are participating in the Primo VE evaluation. Discussing process for adding large collections to the Network Zone. Exploring some practices around local fields. Exploring ways to provide warnings to users about troubling or offensive content.
FulfillmentUpdated the Fulfillment Services spreadsheet for Spring 2021. Added new fields for locker usage. Documented the workflow for Course Bulk Updates. Working with Resource Sharing committee to determine whether walk-in users will be able to use CSU+ in our current environment. The current configurations and workflows are posted on the Fulfillment Confluence site. Reviewing digitization workflows for a possible Spring open forum.
ERM r4 r5 Dudely Librais , that DiscoveryThe evaluation of Primo VE continues apace. Since beginning 2021, we have held three forums regarding the evaluation. A general forum introducing campuses to the process on January 22nd Two others detailing specific tasks that are part of Ex Libris’ Go VE task list. Past forums are available here. Future forum topics and dates are visible at the prior link as well.
The most affected individuals are enrolled in Basecamp and can contact Ex Libris through that platform. Notes from our most recent Discovery committee meeting are available An outline of the evaluation that the Committee will ask campuses to perform, once they have configured VE to their satisfaction, is linked from the December 18th meeting notes. Testing will primarily take place in April, though if campuses are ahead of schedule they should feel free to begin earlier and the Discovery committee will get final plans with instructions and testing data submission forms available in a timely manner to facilitate the process. General information about the evaluation is on the https://calstate.atlassian.net/wiki/spaces/UPVE space. Due to the time sensitive nature of the VE evaluation and the complexity of the project, most other business of the Discovery committee has been tabled.
Assessment & AnalyticsAcqisitionsWorking on satisfaction survey. Gathering specific examples and issues around: cost usage data being incomplete performance of NZ analytics being unable to do overlap analysis with print and electronic records in NZ
Will be conducting another usage data survey to better understand practices across the CSU. Task force evaluating Tableau has completed its work:
View file |
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name | Data Visualization TF_ Evaluation of Tableau Server Pilot (1).pdf |
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Acquisitions |
1:30-1:35 | NO_DEDUPE Code | Mark Braden (Unlicensed) | View file |
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name | DRAFT202012PolicyNO DEDUPE.docx |
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The intention is to moderate use of the 988 NO DEDUPE setting by a Library. When used by a Library, it keeps the Library’s own version separate from other versions of the same work. Broad-scale use of the command would result in multiple records displaying in OneSearch, for the same essential work. __, View file |
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| name | DRAFT202012PolicyNO DEDUPE.docx
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1:35-1:45 | Follow up with ExL on Customer Satisfaction Survey | brandon dudley (Unlicensed) | Ex Libris has proposed three responses to the Satisfaction Survey: Improvements to Content support, which is going well. A series of webinars on CDI to ensure there is no knowledge gap. Like last year, meeting with committees to work through top issues. Unlike last year, will include more product management support. The faster ULMS committees compile their top three issues, the sooner Ex Libris can start working on them.
Even if we don’t get everything we want, this is a useful way our voice can be head.
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1:50-2:05 | Walk-in Patrons Policy | Jamie Lamberti (Unlicensed) Natalya Magazino (Unlicensed) | FFC and the RSFC had a joint meeting this afternoon where we talked about the Walkwalk-in users. While we would love to offer CSU+ requesting to walk-in users for doing so Would it be possible to add CSU+ requesting for Cal State Walk-in users to Friday’s agenda? |
2:05-2:15 | Rialto | brandon dudley (Unlicensed) | Ex Libris wants to demo Rialto to campuses Rialto is a selection tool Of interest to collection development and acquisitions folks Are all of our eggs in the Ex Libris basket? Will pick a date for a systemwide presentation.
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2:15-2:30 | NZ Records Policy | brandon dudley (Unlicensed)Nerissa Lindsey Mark Braden (Unlicensed) Kate Holvoet (Unlicensed) | Kick off meeting for Primo VE evaluation to review the ExL process to be held on Jan. 11, 2021. Evaluation to span spring semester when regular held meetings with a wider group (Discovery and Resource Management groups) will take place. With regards to our ExL contract negotiations, Brandon prepared an audit report that shows that we are currently 44 named users and almost 600k bib records over our contracted maximums. We have a number of options to address the number of named users; with regards to the bib records, we can look at a number of options. Last year ExL increased our number of bib records at no cost. We have been approached by a several networks external to CSU expressing interest in joining CSU+; we will start these conversation with COLD and the ULMS Steering Committee in springWhat to do when a campus wants to load a collection of records into the NZ? Electronic resource records not managed through portfolios Must be batch-loaded / harvested into NZ Has long-term maintenance implications New records have cost impact
Taking policy to SRDC & COLD to discuss process
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Action items
Decisions