Project Management

Met with Ex Libris product managers on Oct 13 to discuss evaluating Primo VE. We will be an early adopter (really the first) of the consortial Go VE process. We will start with a hand-picked team of testers but anyone who wishes will be able to view Primo VE from the beginning. We expect to develop a feedback process to gather initial thoughts from “non-testers” as we perform the initial configuration and testing of the product. Look for more information to be shared from the Chancellor's Office and Discovery and Resource Management committees between now and the expected start of evaluation in early January.
The satisfaction survey was sent out on October 1 to all CSU library staff and librarians and to the ULMS committees. Please consider participating in both the staff and functional area surveys so that we have as full a picture of how Alma and Primo are doing for you. The surveys will be closed on Friday, October 30.
Chris Lee has started in his new role as Resource Sharing Manager position, and can be reached at cwlee@calstate.edu. He is getting up to speed with help from Mallory and the Resource Sharing committee and will pick up support of CSU+ and associated services over the next couple of weeks. Drop him a line on email or in Slack and say hello!

Analytics

Sent forward for review by the SC, two items:
- Authority Control Task Force recommendations
- Import Profiles Using the NZ
Discussing ideas/topics for the Chairs Satisfaction Survey. Will help convene a TS Forum time to hear ideas/viewpoints, intending to help folk in the Libraries articulate their views. Following Brandon’s concerns, we’ll try to help folk vent their experiences with ExL and articulate outcomes/actions to describe, when they complete the Staff Survey. In short, avoid simply ‘venting’—offer something more concrete that can help shape Brandon’s conversations with ExL.
Continuing to monitor/discuss content in videos/presentations about Primo VE, to do two things:
- help the RM committee build a strong sense of Norm Rule configuration/use in Primo Back Office and Primo VE
- build understanding of Norm Rules and uses, to help ensure that the whole committee can engage and participate helpfully during VE Evaluation

Updating the NZ licenses for the July 1 renewals
- Adding new licenses for new e-collections
Shared new POL links in NZ e-collections from the local Alma institutes with ACQ working group.
- May need updated procedures since the local order links now appear in NZ e-collections.
- Asked working group to work with ERM group

Presentation on acquisitions ordering workflow changes driven by COVID given to committee

Updating CDI settings for Link in Record type for databases and OA e-collections
Report updates in ERM weekly update
Sending out instructions and spreadsheet for libraries to mark the CDI adjustments they want for their library in the NZ e-collections after presenting to the ERM group at monthly meeting.
Presented CDI basics in TS Open Forum, September 24th
Adding new e-collections to the NZ as part of the July 1 renewals

Sept. 24 TS Open Forum CDI 101 -
- -94 attendees
- -recording, slides, and chat available here:Technical Services Open Forum
- -Oct 8 follow-up by Stacy Magedanz
Jessica Hartwigsen has adjusted some CDI settings in the NZ and will be expanding that change: She's going to change the OA full text e-collections that are Link in Record using the two settings they suggested: Activate for CDI search and activate CDI-only full-text option. She thinks this will help with linking to OA articles. Please let her know if this has negative effects. She has already done this for the Database-only resources that are Link in Record in the NZ.
Ongoing investigation into non-subscribed CDI collections showing up for member campuses

The committee tested the Scan In Interface - Allow check in of shipped items from Alma’s July release. It works great and will help with a problem we’ve had with lending requests getting completed without having gone out. We’re in the process of documenting procedures for configuring and will share with our community of practice. 17 libraries are currently participating in CSU+. See CSU+ update for more details.

The Locker Task Force is continuing to collect documentation for the configuration and use of lockers. We will post those, along with pictures of lockers on various campuses, to the task force wiki.
We are in the process of updating the Fulfillment wiki to provide better organization of workflows, configuration guides, meeting notes, and COVID specific documentation.
Continued update of the Recommendations for Reopening and Quarantining Items as libraries start to provide more services.
Continue to develop/consult with others on helpful documentation to be posted on the wiki, such as digitization configuration and new UI tips.

Our first Open Forum was on September 18th
- We informed (via the Open Forum) the campuses that will need to participate in Primo VE testing. No additional areas of Primo VE analysis were suggested from the community of practice at the open forum.
Our next issue of business for the DFC is fleshing out the areas of analysis into concrete, objective procedures for comparing Primo VE to our existing Primo NUI production instances.
To better respond to Brandon’s Chairs’ survey, we are running our own Discovery Community of Practice Satisfaction Survey to understand issues and then filter them appropriately to Brandon in aggregate; that survey is available at: https://forms.gle/uEf5vYfLFvVRzdio6