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Participants
Adriana Popescu David Walker Christina Hennessey (Unlicensed) Marianne Foley Kevin Phillips (Unlicensed) Ian Chan (Unlicensed) Austin Lenzen (Unlicensed) Jill Strykowski Gabriel Castaneda (Unlicensed) Priscilla Ortiz (Unlicensed)
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Time | Item | Presenter | Notes |
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1:00-1:05 | Call To Order | brandon dudley (Unlicensed) | |
1:10-1:25 | COLD Update | Adriana Popescu David Walker | Link to agenda Discussed Rapido & contract renewal slides from David’s presentation |
1:25-1:4045 | 2022 Satisfaction Survey Meeting Update | brandon dudley (Unlicensed) | Meetings Data Excellence and Discovery – track (= series of meetings) CSU - main pain points Date: Thursday, March 9@9a Expected: Ian & invitees, Priscilla & invitees, Jill & invitees, Austin & invitees, Chris Lee, Jessica Hartwigsen, Christina Hennessey, David Walker
Data Excellence and Discovery – current status: TBD after first meeting Data Excellence and Discovery – next steps : TBD after first meeting Additional meetings as required
Resource Sharing – track Date: Wednesday, March 8@9a Expected: Priscilla & invitees, Chris Lee
Analytics – track Date: Tuesday, February 28@9a Expected: Kevin Phillips & invitees
Alma – track Date: TBD Expected: Gabriel & invitees, Jill, Christina, ???
Support (product support and content support)
| | 1:40-2:00 | Committee Business | All– one meeting with the relevant managers Date: TBD Expected: David Walker, Chris Lee, Jessica Hartwigsen, Christina Hennessey, Jill, Priscilla, Ian
Preparation I need the following from the chairs that will be primarily engaged in Data Excellence and Discovery meeting (those are Discovery, ERM, Resource Management and Resource Sharing) by tomorrow A list of invitees from your functional area. A list of pain points/issues in your area related to record quality and the CDI and GTI indexes.
Kevin & Priscilla - please work on your lists and supply ASAP Need help with compiling Alma & Support meeting lists. I will collect feedback on Alma and Support from survey and share on ulms-coordinate for feedback Gabriel & Jill - Please choose your issues for Alma meeting
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1:45-1:55 | eCAUG Meeting update (was in-person meeting update) | All | Likely to take place in late August/early Sept Spoken with UC/CCC about representation from their systems Some potential host sites identified, hopefully solidified in the next couple of weeks Next step: form planning committee
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1:55-2:15 | Committee Discussion | | |
2:0015-2:30 | Big Idea | Gabriel Castaneda (Unlicensed) Priscilla Ortiz (Unlicensed) Austin Lenzen (Unlicensed) Ian Chan (Unlicensed) or Jill Strykowski | Further Discussion | | none |
Committee Updates | |
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Assessment & Analytics | Kevin Phillips (Unlicensed) The committee will be losing it’s Vice Chair and a new one will need to be identified. Christina Hennessey forwarded an email from the ELUNA Primo Working Group. There is evidence that there is some data is missing in Primo Analytics and investigation into possible Primo VE regression. Committee members will investigate to see if their institutions see similar behavior. The ELUNA Primo Working Group shared this document. Rapido Dashboard to be updated with Most Requested Journal titles report after bug testing. Will investigate the value of the free Data Visualization option that Alma provides. Will meet at a future date with Ex Libris to discuss top Analytics issues.
With the new Analytics UI available, if you choose to enable it, specific pain points have emerged that the Analytics committee discussed in our last meeting. If no Favorites have been selected, the Access Analytics (old Design Analytics) is below the fold and can cause user confusion. With the Rapido Dashboard live, the CSU+ Dashboard criteria has been sunset to filter to end on 6/13/22. Spoke with Chris Lee who will update each institutional Rapido Dashboard to include Most Requested Journal Titles.
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Discovery | Ian Chan (Unlicensed) We are preparing for The DFC will offer an open forum in February.Topics may include VE survey report, secondary resource types, Primo UX study, Primo Need Help button Open to suggestions! Completing report on the survey for Primo VE satisfaction and issues Discussing the possible implementation of the Feedback Tool for Primo VE David Walker will coordinate the implementation of secondary resource types configuration with Christine Holmes and other committees We will discuss the upcoming migration to Google Analytics 4 at a future meeting Compiling a list of UX research findings as related to Primo VE and discovery on February 24 (Friday) from 1PM to 2PM. The agenda for the meeting is provided below. Primo VE Usage Survey Report Secondary resource types (in collaboration with the Resource Management Committee) Primo UX studies Primo Need Help button February Release Upcoming meetings with Ex Libris
We've also received a request to examine the feasibility of Adding the Library of Congress Classification (LCC) facet in Primo VE. We will also follow up with Dave on the implementation of Google Analytics version 4 within the Central Customization Package. |
ERM | Austin Lenzen (Unlicensed) CDI ebook exclusion testing continues with promising results so far Overhauling our wiki continues – best practices and contacts are being worked on at the momentExclude ebooks from CDI results now available with Rapido Draft guide has been created and is being reviewed – crossover with Discovery Testing has shown this option works for expanded search in CDI, but duplicates still appear from GTI (as expected) CDI activation documentation has been drafted and is pending review
To get the ball rolling on Chris Lee’s request, the ERM committee will offer procedural guide for ERM and Acquisitions Rapido notes in collections
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Fulfillment | Gabriel Castaneda (Unlicensed) None this month - Gabriel is getting up to speed with his new role |
Resource Management | Jill Strykowski NACO training coming up that several of us are taking - we hope to discuss during or after, what kind of policies for LC name entry the CSU's might want to adopt. Initial thoughts are for adding local tribal names from the work the IDTF is doing, and CSU faculty authors Nerissa and Jill are talking to Jessica H. about creating a set of OA resources in ALMA (CZ and/or NZ) that do not have the MARC 506 field tag that information the OA icon and filter in Primo. Nerissa's going to help me create the set, and then I'm going to create a norm rule to run the 506 edit as a job We discussed other ideas for secondary resource type based on 008 indicators. We have the following list Government documents - 008/28 : c, f, l, m, o, s Comic books/graphic novel - 008/24-27 : 6 Theses - 008/24-27 : m (may already be captured by Primo, wanted to double-check) K-12 material - 008/22 : a, b, c, d, j Magazine : 008/21 : g (to differentiate from journals)
We discussed NZ manager advocacy and bullet points for possible position description Hope to do a joint meeting with discovery group in MarchCommittee and Task Force update The NZ Management Group is addressing a number of projects and workflow issues (division of labor among committees; identifying experts to assign with projects as the one you listed below). We can provide you an update after our meeting but our meeting is also in the afternoon. IDTF - ask for volunteers to help with subject headings updates for materials assigned the heading(s): "Transsexuals", "Transexuality", and "Transexualism" and look into possibly redescribing those materials. Giants, the changes aren't live yet (but it was announced it's happening in the December editorial meeting) but LC finally decided to clarify the differences between giants from folklore and tall people and people who have pituitary gland disorders.
OA editing in the NZ Jill has parameters from Jessica Hartwigsen but has yet to create a norm rule. Hoping to look at it this month and coordinate with NZ management group
Norm rule punctuation Review survey results are in - Jill to work with Brandon to implement
Secondary resource types Jill sent out a survey. Hopes to have results soon
Advocating for an NZ manager in the CO’s office Jill has buy-in from David W., Brandon D., Marcus J. and Israel for a meeting to discuss. Hoping to schedule for early March
NACO coordination Talk about policy planning for name additions in coordination with the wiki authorities/ linked data group
Cataloging contacts - Jill to send out email about updating cataloging contacts - Nerissa has access to update page now
Next meeting's discussion: Curating collections in ALMA |
Resource Sharing | Priscilla Ortiz (Unlicensed) Elected a new chair and vice chair. Went through all Rapido Basecamp items from March till present and marked which were completed and what issues still stand. Approved Walk-In User policy with FFC Added Lost Item workflows for Rapido to the Wiki
Approved and sent a proposal document to the UC’s for a hybrid pod using the Unity CourierTemporarily changed Lost Item Policy from 14 days to 45 days until Ex Libris can deploy fix on it. Submitted Walk in User policy to COLD RSFC is hosting “Rapido workflow refreshers” zooms with Chris Lee (Meghann from Ex-Libris had one on one meetings with each CSU concerning Rapido and workflow is a pattern that was noticed) Ex Libris next scheduled updates (next month or 2) will allow for change/customization in XML for letters so I-SPIE TV committee and Chris Lee asked larger community for input as to what to change in letters(Lending shipping and borrowing receiving). Chris Lee met with some members of SCELC and RSFC is conducting testing with St. Mary’s library and Azusa (added as partners in Rapido)
RSFC is preparing a “Illiad as a last resort best practices” document to share with RS community. |
Action items
Decisions