2024-06-21 ULMS Steering Committee Meeting Agenda

xx min

Introductions

Christina H

new chairs, outgoing chairs

xx min

COLD Update

David

Christina

(maybe Amy)

May 9 - 10 San Berdue

xx min

Updates for Steering Committee

Christina H

xx min

Support Advisory Group

Jessica

• Meet with ExL on June 6th to go over the 4 items they asked to give feedback on for support

• It was reported that 40% of support cases are about documentation

  • can’t find it/can’t understand it

  • SAG suggested we work with the Documentation team

• SAG requested 4weeks before support cases are closed automatically

  • currently it is 2 weeks

  • it will be for a short period of time and SAG will report finding at IGeLU and ELUNA

  • ExL needs to make sure that changing the time to 4 weeks does not impact other areas of support and other products

  • SAG will work with ExL on wording for communicating out to users

• ExL wanted information on the Chat feature in Alma

  • why libraries use or don’t use Chat

  • SAG would like the folks we are chatting with have access to problem logs (i.e. a slowdown of Alma)

    • not just have Tier 1 support on Chat but also Tier 2 or have the option move the Chat session up to a Tier 2 person if thee issue is high priority

xx min

new task force updates

Christina H

xx min

ELUNA conference

Christina H

What we learned

xx min

What we accomplished this year, what we can work on next year

All

xx min

Committee Updates

Natalya
Keven
Kirstie/Jessica
Gabriel
Nerissa
Chris/Rosemary

Reports (see below)

Analytics (Natalya)

Discovery (Keven)

ERM (Jessica/Kirstie)

• Moving NZ admin documentation to a separate folder for ACQ documentation clean up

• ERM wiki page re-organization continues

  • next steps are to move needed documents from archived areas to the current ERM page

  • check links in documentation

  • update screenshots

    • ACQ task force will need to do this as well

• Updating ILL lending information in the Alma License TOU

  • Looking through CM licenses, moving a copy to Alma and pulling out the ILL lending information and adding to licenses

  • going to weed out TOU’s that appear in Primo so that it only displays ILL license notes

• Christine Holmes wrote up instructions for the new EBSCO UI and discussed the doc in the ERM Open Forum

• Created wiki document for Free and Misc collections that are not managed by ExL and can be updated/deleted by the libraries

Fulfillment (Gabriel)

Resource Mgt. (Nerissa)

Resource Sharing (Chris/Rosemary)