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

• Met with FFC to discuss feasibility of allowing CalState Walkin users to request CSU+. The best way to allow CSU+ requesting for Walk-in users is still unclear. Decision to ask advice of Steering Committee. 

• Launched two new task forces: the ILLiad Updates task force and the CONTU Guidelines task force. The ILLiad Updates task force will review and test new features released with ILLiad 9.1 and share what they learn with our community of practice. As a result of recent paper on the outdatedness of the CONTU guidelines, there is interest from our community of practice in looking at whether it is appropriate to draft and recommend new guidelines for the CSU libraries to follow. If the task force determines it appropriate, the guidelines will go to COLD for review.

• 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 RSFC 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 Management

Fulfillment

• Updated the Fulfillment Services spreadsheet for Spring 2021: https://docs.google.com/spreadsheets/d/1lobJnketHHS-4M3zmSF3Yf4YnmiLDTqomKGycuqw47I/edit?usp=sharing . Added new fields for locker usage.

• Documented the workflow for Course Bulk Updates: Course Bulk Update

• Working with the RSFC 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

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 Dudley on a call to Ex Libris 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

The 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 22^nd, and two others detailing specific tasks which are part of Ex Libris’ Go VE task list. 

Past forums are available here VE Forums . 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. There is a slack channel at #primo-ve-evaluation where people are sharing information and tips. 

Notes from our most recent DFC meeting are available at: 2021-01-15 Functional Committee Meeting notes  
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 18^th meeting notes: 2020-12-18 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 DFC 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 wiki: https://calstate.atlassian.net/wiki/spaces/UPVE

Due to the time sensitive nature of the VE evaluation and the complexity of the project, most other business of the DFC has been tabled.  

Assessment & Analytics

Acquisitions

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.