2023-09-12 ERM Agenda

Rapid ILL Lending Notes

All

• RapidILL Lending Notes

  • 2 Q&A sessions will be scheduled for September 22nd.

  • Are there any last minute things that the ERM committee will need to do to prepare? Quick check-in.

Cleaning up ERM Wiki

All

• Identify topics/themes and split up the work of reviewing/reorganizing documentation, how-to, and best practice pages.

Future ERM Open Forums

All

• Others options for potential ERM Open Forums?

• Should they be regularly scheduled or adhoc?

• At the last meeting we identified “Licenses” as a future topic for an ERM open forum.

  • If this is feasible, pick a day/time to host. Is anyone willing to take the lead?

  • Possibly create and distribute a survey to the CSUs to gather information on use of the license feature of Alma.

  • Identify campuses that have made full use of it and see if they’d be willing to present.

  • Greta Heng emailed ExLibris (Laura West and Dawn Devine) to see what kind of support they could offer on this topic). Review any replies received.

  • If we can’t get volunteers, the committee may need to do some investigation/testing and then present something themselves.

Additional projects to work on this year

All

• What else does the committee want to accomplish?

  • Establishing some sort of mentorship for new CSU ERM folk was briefly discussed.

  • We’d like to find some way to preserve/pass down some institutional knowledge related to consortia ERM in the CSU.

  • TBD…(ran out of time last meeting).

Review CDI enhancement from Nov 2022

Christine

• “Allow Configuration of CDI Linking Preferences”

• https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2022/010Primo_VE_2022_Release_Notes

CDI Document Attributes

Christine

• Coming in August Primo VE release

• https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/CDI_Document_Attributes

Control the Ability to Ignore Title Based Link Resolving

Jessica

• New feature added in August release that can deactivate “fuzzy” searches in Alma for Primo. Fuzzy search is the default, if there is no match on identifier or title, a fuzzy match is enacted on a possible title match. Can be deactivated.

Follow up on issues with “Exclude CDI eBooks” setting

Lucy/Greta

• CDI records for eBooks still displaying despite being turned off. Is this something other campuses are experiencing? Does anyone have a fix?