John gave a brief updated on the topics discussed at the COLD meeting held in the morning: SCELC shared print and the California Collections Collaborative initiative. The ULMS Steering Committee report will be presented and discussed by COLD, along with the Rapido proposal at next COLD meeting on March 19.
The CONTU Guidelines and ILLiad Updates task forces have both had their first meetings. A lot of interest in both task forces.
Working on building evidence for a satisfaction survey meeting with ExLibris. The RSFC will be hosting breakout rooms during this week’s I-SPIE TV in order to gather feedback and examples from our community of practice on top issues identified by the RSFC in the satisfaction survey.
Working with the FFC on exploring how we can use Alma’s resource sharing request API to accommodate CSU+ requesting for CalState Walkin users.
Met with ILL coordinator at UCSD and chair of UC courier team to discuss their interest in an ILL/resource sharing reciprocal agreement with the CSUs. Learned a little bit about how the UC courier contract is structured.
Drafted a systemwide resource sharing reciprocal agreement. Would like to seek COLDs approval to establish systemwide resource sharing reciprocal agreements with the UC libraries.
Planning to test CSU+ requesting in Primo VE. Chris is in the process of setting our campuses up.
Resource Management
1-VE Configuration
Some members of the Task Force are monitoring or involved in the efforts to Configure Primo VE
2-The TF completed revision of the NO DEDUP Policy, and will post this to Confluence
3-Ideas continue about Content Notes where material has aspects that are seen as sensitive to those researching in OneSearch
Fulfillment
Continued working with the RSFC to recommend options for Walk-in User CSU+ requests.
Began working on organizing and providing documentation to the fulfillment top 3 issues for our meeting with ExLibris.
Began preliminary Primo VE testing for fulfillment functions.
The next Fulfillment Open Forum will be Thursday, March 25th at 11am. We will demo Digitization and Walk-in User workflows.
o While ERM acknowledges that the Ex Libris videos can be a little confusing to watch at times (descriptions can be hard to parse quickly), we recommend that institutions keep up with CDI training videos as they come out.
o Campuses should be testing their PrimoVE instance to see how CDI records are displaying. ERM recommends that individuals seek out records for books, newspapers, and journals.
Campuses are advised to note the VE evaluation schedule available at Primo VE Evaluation Schedule . We anticipate Ex Libris involvement and attention time to decrease significantly after March 23rd so everyone with Basecamp access should submit any questions they have related to the Go VE process on that platform a.s.a.p.
Our normal cmte. meeting happened, the minutes for which are here:
Use this to share your contributions, drools will be made public on the confluence/wiki.
Second: a form where you may request drool creation in order to rectify full record display problems that are impeding your ability to judge VE. VE - drool Creation Request
Use this to make the drool experts aware of issues – though be mindful that there is a relatively small group of people working on this.
We held two VE Forums, one on 2/26 and one on 3/5. The recordings and topic notes for these forums are available here:
We met this morning with the Ex Libris team regarding our priority issues for Analytics. There is some improvement in Network Zone Analytics performance and we learned some best practices for creating reports that help. Christina shared those best practices with the listserv and on Slack today. Ex Libris is doing some additional investigation of the other two issues we raised.
We have received 16 responses to our usage data survey. We're hoping for a few more responses before we wrap up, and then Heather Cribbs will be putting together a report and we'll talk about next steps.
As I noted at the last steering committee meeting, we received the report from the data visualization task force, and that task force's work is now considered complete. Their recommendation was to create a CSU-wide data lake or data repository and they concluded that Tableau may not have the features we need at this time. There are some possibilities that working with the APIs might improve the functionality of Tableau, but we would need to identify resources to support that development work. I'm attaching the report from the task force here.
Acquisitions
Discussed the future ExLibris meeting to discuss program issues.
Discussed problems with our campuses contingency plans for the Fall.
Discussed budget calendars and preparing for the fall budget.