2021-02-12 ULMS Steering Committee Meeting Agenda

1:00-1:10

Welcome & COLD Report

John Wenzler

1:10-1:30

Functional Committee Reports

All

Reverse alphabetical order:

Resource Sharing

Resource Management

Fulfillment

ERM

ERM asked ULMS Analytics for guidance for mixed COUNTER 4 and 5 Reports for ACRL report.  The advice was to use only r4 OR r5, but not to include numbers from both reports for the same resource. They reminded us that R5 metrics are not comparable to R4 metrics, and so our numbers will be different from last year, and that's okay.

Kate and Jessica Joined Brandon Dudely on a call to Ex Librais to discuss the user satisfaction survey. ERM reminded Ex Libris (again) that simply explaining how things work will not resolve all of our issues with CDI, that CDI functionality needs improvement, not just user education.

Discovery

Assessment & Analytics

Acqisitions

1:30-1:35

NO_DEDUPE Code

Mark Braden (Unlicensed)

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. The policy offers two examples where use of this command is appropriate.

Broad-scale use of the command would result in multiple records displaying in OneSearch, for the same essential work. Think of 50 records of _Lord of The Rings_, displaying in your OneSearch results. But they’re all the same version/edition/year.

1:35-1:45

Follow up with ExL on Customer Satisfaction Survey

brandon dudley (Unlicensed)

1:50-2:05

Walk-in Patrons Policy

Jamie Lamberti (Unlicensed) Natalya Magazino (Unlicensed)

The FFC and the RSFC had a joint meeting this afternoon where we talked about the feasibility of offering CSU+ requesting to Cal State Walk-in users. While we would love to offer CSU+ requesting to walk-in users, there is unfortunately no good solution for doing so. Since walk-in users cannot log into Primo which they would need to in order to submit a CSU+ request, the only solution we can come up with is for each campus to create a form for walk-in users to submit requests. Staff would monitor submissions and place the requests on the backend in Alma. There are concerns about asking each campus to do this and so we are hoping to get the Steering Committee’s opinion. 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)

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 spring.