This is the third quarterly report this year from our group to COLD on the ULMS project. In response to feedback from campus staff, we’re planning to return to our previous monthly project updates. Those will be sent to the project listserv and posted on the project Confluence site.
Current highlights
Resource Management
Marcus Jun from Northridge is onboard, taking over duties formerly provided by Sarina.
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Jessica’s ongoing work has been focused on adding new e-collections, and setting up orders and negotiated licenses. Recently she has been working on major updates for Gale (including 50 different e-collections), Safari, and Oxford Archives.
Resource Sharing
CSU+ resource sharing stats are being reassessed with a hope of sharing updated reports in late February/early March. Mallory and Nikki (chair of the Analytics functional committee) have been working with Ex Libris to closely scrutinizing the data to ensure accuracy.
Systems Integrations
David has recently completed several improvements to the Alma / Accounts Payable integration process to provide greater flexibility in the different ways in which campuses handle invoice data. More work is planned in this area over the next few weeks.
We’ve also worked with CMS at the Chancellor’s Office to make some improvements to the People Soft patron load process, including more flexible mapping of auxiliary users, options to not include the address, and fixes to better handle bad data in PeopleSoft.
Discovery
We’re currently leading a new round of Primo interface improvements with the Discovery User Interface task force, including the addition of configurable Google analytics, text-a-call number, and report-a-problem functionality.
Over the winter break we completed our third major update to the Primo normalization rules, including improvements to dedupe and merge and a host of minor changes to subject, note, link, and title mappings. We’re working now on major improvements to the subject heading facet and browse mappings, as well as FRBR and citation formatting.
Support and enhancements
An ongoing focus of our work is responding to support incidents for all areas of Alma and Primo through email and Slack, escalating cases with Ex Libris, and meeting monthly with Ex Libris Support Managers to assess and prioritize support issues.
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The Coordinating Committee will advise on ELUNA enhancement voting – we expect to gather input from all campuses on the CSU vote and share the results in order to allow ELUNA member campuses to decide whether to use some of their votes to support systemwide enhancements. We will take stock of the process after this year and tweak as needed for next year’s cycle.
Training, meetings, assessment
Most of the ULMS functional committees are focused on training, with monthly, or even weekly, webinars for staff. Chancellor’s Office staff are participating in those where we can. In conjunction with the ULMS Coordinating Committee, we’ve collected training topics from the functional committees and begun planning around the summer ULMS conference / training, to be held at the Chancellor’s Office.
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