May 31 is the deadline for Deans and Library Contacts to submit registrations for the meeting. After that date available space will be filled by those campuses who have requested additional seats.
Topical agenda has been shared with the campuses. CSU presenters are being determined by each functional committee and will be finalized prior to the event.
ELUNA 2018 was attended by more than 60 CSU faculty and staff
By all accounts the largest ELUNA conference to date.
From the CO, Brandon led a panel discussion on consortial life in Alma & Primo and Marcus delivered a presentation on issues he’s been working on with resource management in the Network Zone.
Many campus faculty and staff presented on variety of topics, and all presentation materials may be found on the ELUNA Sched site.
Brandon, Jessica, Marcus and Stacy from San Bernardino met with Ex Libris support and product management regarding issues pertaining to Content.
We will follow up with Ex Libris executives at a meeting tentatively scheduled for late June on these and related support topics.
Brandon will reach out to those of you who work in SalesForce for your feedback in working with Ex LIbraries support through SalesForce to help seed this discussion.
Analytics
Working Group
Several campuses have no usage data at all in Analytics
Some campuses are still setting up collections, POLs, and general Alma data and infrastructure, aren’t at the point yet where they can set up SUSHI or usage data infrastructure, or may not know their account information or how to get started.
SDLC will help in reaching out to vendors for admin login help on behalf of all. Ying Liu is working to get admin user names, URLs, and technical contacts that we can share out to campuses.
ERM/usage stats contact for each campus still needed.
Looking at standardizing reporting codes and item types - campuses are using these in different ways. This would help with ACRL reports and other systemwide comparisons/reports. Will work with AcqERM working group to see if their records are a good place to start.
Determined that the customizable reporting codes are best left to campus discretion
Will look more closely at use of existing standard fields in Alma
ELUNA SWIG working on evidence document to outline issues that Alma/Primo/Leganto users are experiencing. Ex Libris expressed commitment to moving issues forward and discussed plans for how to move forward.
Resource Management
Chancellor’s Office
NZ database maintenance testing, focused on boundwiths
Exlibris development clarified appropriate parameters of the job, Identify records not used in Network
Preliminary testing on two campus’ boundwiths confirmed that the job with the correct parameters does identify boundwiths as in use. Further testing of all CSU boundwiths confirms this finding.
Working Group
For boundwith titles, changing the name of the intermediary host bibliographic records
Currently these records are called “Host bibliographic record for boundwith item barcode 30700112112940” which may confuse users are looking at their checked-out items in Primo.
Will most likely be changed to “Multiple titles bound as a single volume with the barcode...”
Pending confirmation from RM group, will send documentation on how to batch change these titles
In collaboration with Discovery, working on display of 5xx Marc fields in Primo
Currently, all 5xx fields display in the “Description” section of Primo, which can result in cluttered, busy display especially for movies which tend to have many notes
Plan to separate out certain 5xx fields into individual “sections”
Example: 505 displays as “Contents”, 520 displays as “Summary”
Current plans are to select a few 5xx fields for Summer Primo renorm as a pilot program
In collaboration with Acq/ERM, formation of Alma monthly release testing group
Focus on new features and fixes related to Technical Services (acquisitions, cataloging, electronic resource management)
Currently performing preliminary testing of Alma May and June 2018 monthly releases
Acquisitions & ERM
Chancellor’s Office
Investigating implementation of JSTOR DDA e-book.
EAR sub-committee approved the e-book pilot program and choose JSTOR
CO Team worked with EAR, SDLC, and JSTOR to investigate doing the program in the Alma NZ
Waiting for one last piece of information from JSTOR (do they provide order records?) but the program will be implemented in the NZ and shared by all libraries.
Program runs from June 2018-June 2019
Tested EBOOK Central Autoload new functionality from the Alma March 2018 monthly release
Function allows the EBOOK Central e-collection to be automatically update
Function works in the Alma sandbox but not on the Alma Production server
Will be fixed in the June 2018 Alma Monthly Release
Updated EBOOK Central DDA e-collection in the NZ
ProQuest migrated the MyiLibrary e-books to ProQuest EBOOK Central
Migrated the MyiLibrary e-books into the ProQuest EBOOK Central e-collection in Alma.
All former SDLC ECC DDA e-books have been migrated into ProQuest EBOOK Central DDA e-collection
Nexis Universe linking issues resolved at the end of May 2018
Linking from Primo to Nexis Universe has not been working due to an authentication change at Lexis. Ex Libris has been working with Lexis to resolve issue
Kept both old Lexis/Nexis Academic e-collection active in the NZ since Nexis Universe e-collection has not been functional while vendors work on authentication issue
Working Group
EDI Invoicing Problem with YBP/GOBI Invoices
ACQ/ERM committee has been working with the CO team, SDLC and EBSCO to fix an invoicing issue with YBP invoices not mapping certain fields correctly in Alma
Ex Libris Development has completed an initial assessment of this defect and it is targeted to be resolved by Q3 2018.
Working with the Resource Management committee on the formation of the Alma monthly release testing group
Test new acquisitions and electronic functions released in the Alma monthly release
ACQ/ERM tested new Moving Portfolios function from the Alma May 2018 Monthly Release
New function allows Alma user to move portfolios from one collection to another
ACQ/ERM presented how to use the took in the May 10th, Tech Services Open Forum
Single e-book purchase workflow
Presented the various types of workflow for purchasing single e-books in Technical Services Open Forum
Updated the procedures for ordering Opt-in e-collections allowing users to create a link to the resource so it appears in Primo and add previous order records to current order
Asked Technical Services to fill out form for GOBI API issues
Reported results to poll during Tech Service Open Forum
Several issues with using GOBI API reported
No alert when invoice didn’t load
Approval records come in before order records
There are full (better) records available so don’t use GOBI API selected record
Discussed ERM and acquisitions topics for the August 2018 Ex Libris Training
Agreed on topics for ERM and acquisitions training
Resource Sharing
Chancellor’s Office
Testing new Resource Sharing configurations to filter out requests we can’t fill via Alma before they’re sent.
Reaching out to other consortia currently evaluating Tipasa alternatives.
Running analytics reports to determine the best way to report on money exchanged for lost CSU+ items
Troubleshooting day to day resource sharing issues in Alma
Advising campuses on how to handle CSU+ borrowing and lending during summer renovations, moves, etc.
Developing and figuring out how to disseminate reports to support regular resource sharing tasks - identifying long overdue items, items potentially lost in transit and others.
Working Group
Fine tuning ULMS summer training topics and selecting presenters
Analyzing local fine and fee processing to inform best practice recommendations for lost CSU+ item replacement
Planning another open forum June 1
RS/Analytics task force working on creating a dashboard from existing community reports to measure system effectiveness.
Fulfillment
Chancellor’s Office
Facilitating cross functional group discussions between Fulfillment and Resource Sharing Committees to ensure both perspectives are considered as more best practices are researched and documented.
Collecting scenarios to use for fulfillment analytics training at the ULMS Summer Meeting.
Working Group
Planning next open forum for May 30th -- ELUNA debrief
Discussion of new CSU+ loan period and concerns about how it may affect local circulation -- established the need for making evidence-based decisions wherever possible. Discussed options for handling items or media collections in with high local demand and how solutions can be recommended.
In the beginning stages of creating analytics dashboards to assist with year end reporting of fulfillment statistics.