Committee met to discuss possible training topics for the upcoming ULMS Summer Meeting. So far, Jessica and Kirstie will be presenting on licenses and will have a drop-in session. Kirstie may present on PCI/Primo/Alma troubleshooting again since it seems to be a common issue that comes up. Christine Holmes may present with Kirstie for the PCI session if she’s able to attend meeting. Kirstie is hoping she can get someone else to volunteer to present something. Committee will meet next week to discuss again.
Brandon set up editing access for the Acq/ERM policy pages on the wiki that need updating. I’ve asked committee members to tackle them as needed.
This is a set of commonly-used reports intended to provide a starting pointfor staff and librarians in the areas of collection development, acquisitions, and ERM
Data Viz task group
Secured COLD funding for a limited number of Tableau licenses to pilot CSU-wide data-visualizations and dashboards
Use cases for Consortia Reports
The committee is still collecting reports for Ex Libris to use when testing updates/improvements to Analytics
Reports must run correctly in the NZ when limited and fail when run at full scale
Ideally, the final set will contain a report for each of the major subject areas
Available for Group Members data
Ongoing Salesforce case regarding disappearing/reappearing data
The data has reappeared for now
At our request, Ex Libris is keeping the case open for now so that we can monitor whether the data disappears again
Summer Meeting
Committee members and former members will be running a drop-in lab for most of the day. Attendees with expertise in Analytics or Usage Stats configuration/harvesting will also be more than welcome to help out.
Discovery
Uresolver
Continuing to work on the development of a custom Get It panel/menu
Testing in Primo sandboxes will begin next week
Task force requested each campus provide a list of locations which are not available for CSU+ requests
Dave will provide an update at the next Discovery Open Forum on June 19
Brandon sent out our recommendations to the Access Services listserv with responses due by June 11th. We received some questions and feedback which have been addressed and incorporated in the document. We will create a How to Guide for the Fulfillment confluence page with specific instructions for setting up the configuration for passing information and blocks, as well as procedures on how to manually place CSU+ requests for walk-ins.
Course Reserves Recommended Workflow
Draft was sent to course reserves staff at five CSUs. Feedback has been received and will be incorporated into the document. This will be put on the Fulfillment page this summer.
Working with CO on two issues.
Course info not showing up on de-duped records (Primo): Dave says this should be fixed in the renorm on June 24.
Resource Sharing items showing up on restore lists (Alma): Cathe and Mallory are investigating.
CSU+ Damaged Items Standards
FFC and RSFC working together on this, and it is close to being finished.
Idea Exchange on Lost and Paid credit on found books
Jamie and Kirstie have come up with a draft proposal. FFC is reviewing. Once submitted to Idea Exchange, we will send out emails to the listserv asking people to vote for it.
Summer ULMS Training
Survey requesting topics/presenters was sent out, and we have already received some responses. We will continue to run survey through the end of June.
Resource Management.
Documentation (Policies and Procedures)
Completing the review of policies and best practices and finalizing additional “How-to” procedures.
Group Reports
ULMS TS Monthly Release Testing Group submitted report and recommendations to the Committee. The Committee supports the recommendation that the Group should continue to remain as a subgroup that reports to the Resource Management Functional Committee to work on behalf of all technical services Functional Committees. Report and recommendations to be included in the Committee’s Report. Group members agreed to continue to serve on this Group.
Upcoming tasks: Christina Hennessey will perform fiscal year end close on behalf of the consortium for both Sandboxes and Jessica will do the same on behalf of the consortium for the NZ Sandbox.
NZ Management Groupcontinues to perform tasks related the management of records in NZ (daily OCLC record loads; troubleshooting and resolving record problems identified; and responding to inquiries from campuses). Group Members agreed to continue to serve on this Group.
Upcoming tasks: Quarterly cleanup of records in the NZ.
Summer Training
Proposed three sessions and identified presenters. Sessions include: (1) Cataloging E-Books (Title-by-Title) Workflows vs. ProQuest E-Book Central Integration; (2) Exchange of Best Practices (Pros and cons of our approaches, procedures); and (3) Record Selection & How Has Alma Transformed Your Workflows? For the Committee meeting session, Groups will also provide updates (review of recent Alma releases; etc.)
TS Open Forum
David Walker presented “Get It Menu” (June 13). Tyler Rogers and Lehtisha Andrews (JSTOR): Serials/Digitization Work Orders and JSTOR Scanning.
Upcoming (June 27): Planning for future presentations and training; frequency of meetings.
Resource Sharing
CSU+ Item Condition Policy
Task force of RSFC and Fulfilment created policy and standards in regard to lending books in subpar physical condition via CSU+. Review and comment period of full RSFC completed. Document soon to move on to next steps.
Unity Courier Issues
Unity Courier finally took total control of all former Tricor accounts recently. This created some issues with customer service and communication. Work was and continues to be done to get all parties on the same page. Mallory and Eddie Choy from CO are in contact with Unity management. RSFC streamlined existing online Courier Problem Report system. A summary of all reported issues is now emailed to Eddie Choy monthly by RSFC. Unity has a new website they want CSUs to use and they intend to do a webinar but the webinar has not yet materialized. Stats are being collected about CSU / UC book traffic to inform CO/Unity contract negotiations. The plan is to use the data to pick which UCs should be available to the CSU as delivery stops on the next contract. Courier Scope of Work is also under review in anticipation of contract negotiations.
CSU+ Courier Bags
Started doing bag repair in house. 20 or so formerly out of commission bags have been rehabilitated and released into circulation. Got COLD funding for 35 new bags.
Ex Libris Next Gen Resource Sharing Development Project
Very recent development that RSFC will be involved with. Project discussed briefly with RSFC. More details should be forthcoming.
Summer Meeting
Began planning programming for Summer Meeting. Topics are currently being investigated and technical details worked out. One example: some campuses have expressed interest in having ILLiad as lender of last resort in Alma rota. This involves communication between Alma and ILLiad not covered by NCIP. Work currently under way on how to implement the system with hopes to present technical setup at Summer Meeting so campuses have the option to do this if they want.
Sandbox Setup
Work to get Resource Sharing sandboxes functional for testing is ongoing.
10 mins
ExLibris Next Generation Resource Sharing Solution - Development Partner
The CO is reviewing the contract. Some delays due to the end of fiscal year timing
4 campuses have indicated interest in joining the pilot so far:
Humboldt
LA
San Marcos
Fullerton
It would be nice to get another NorCal campus. Library Deans have until the end of this week to indicate their interest to Carlos.
When the contract is official, Brandon will discuss how the Steering Committee with interact with the Development Partners with Joe, John, Dave, Carlos
Based online card-sorting survey, Suzanna, Brandon, and Christina are proposing an update to the functional committee sites. They will be standardized. Committee agrees that this is a good idea and will go ahead with it.
Dave will update the links to the ULMS from the COLD Confluence site. We don't need a page on both the COLD site and the ULMS site.
Carlos made a couple of changes to the membership of the new committees. Carlos will send it out to COLD soon. COLD Deans will announce to their staff by Thursday. Then, Carlos will make a public announcement on Thursday.