2021-03-19 ERM Meeting notes

CDI Watch Party 1

• ERM arranged a committee watch party for the January 11th Alma & CDI Single Activation for Consortia video: Alma & CDI Single Activation for Consortia . 

• While ERM acknowledges that the Ex Libris videos can be a little confusing to watch at times (descriptions can be hard to parse quickly), we recommend that institutions keep up with CDI training videos as they come out. 

  o   A takeaway from this video is the optional ability to combine institution and network zone search results on the same tab in Alma.  You have to ask Ex Libris to turn it on. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia/065Combining_Institution_and_Network_Zone_Search_Results

  • PrimoVE CDI testing

    o   Campuses should be testing their PrimoVE instance to see how CDI records are displaying.  ERM recommends that individuals seek out records for books, newspapers, and journals.  

    o   You can test how CDI records for a specific collection display by searching by DBID, instructions are the first tip in the CDI Tips and Tricks page: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-

Portfolio loader limitions and incompatibility with KBART

https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/42901500-add-ability-to-load-split-coverage-dates-with-port

Top three ERM issues to work with Ex Libris on

For each issue, Brandon will create a SalesForce case and add your email addresses to the case. Ex Libris’ directions are below – the important aspects are the describe the issue in an easy-to-understand way, include the impact of the issue on the CSU and to offer concrete examples as you can. I have put this to other committees as “instead of saying ‘CDI sucks’, say ‘CDI sucks for X and Y reasons. X should work like so, Y should work like so’.” and that sort of thing.

Your next steps will be to write up your top three issues reflecting the above and send those to me. I will create the case for each and let ExL know when done. They will work on the issues for a week or two and then will want to meet with you and your committee about potential solutions and similar.

We would like the committee to identify the top 3 issues/pain point. These might include workflows/parts of Alma/Primo:

• you feel cause the most inefficiencies

• that are most annoying to your users 

• that prevent you from achieving your goals/targets

Alma and Primo staff from EXL Product Management and R&D teams will work with you in order to understand these issues and provide solutions. 

Each issue/pain point should have a SalesForce case, including detailed description of the related scenario(s) and business impact. 

It also should be a specific issue and not a general one (for example: report XYZ is running slow as opposed to – many reports are running slow). 

We will need to get the list of pain points/issues about a week before the call in order to allow us to prepare for the call.

1. Metadata issues - even when set up as suggested by ExLibris we experience Full-text available records leading to no full-text error messages. MB generates salesforce tickets often.
   -Our inability to address metadata errors in CDI records
   
   Possible other items:
   reload collection portolios by EL make portfolios unavailable

   CDI Indexing updates taking longer than desired

Ilda is recruiting participants for a survey

HSR-20-21-278 

Avoiding Rapid Burnout in New Hires: Importance of Onboarding Support for Employees at all Experience Levels 
PI: Michaela Keating

Participant Recruitment email 
Dear Colleagues, 
We are conducting research on the relationship between new hire onboarding and support and the symptoms of workplace burnout experienced by individuals who are new to their position. Librarians of any stage of their career, who have started a new position in an academic library in the last 3 years, are invited to participate. Our brief and anonymous survey takes approximately 3-5 minutes to complete. 

Participants will have the opportunity to volunteer for a follow-up interview with the principal investigators. The results of the survey and interview will contain no identifying information from participants and will be used for scholarly purposes only.

Surveys should be completed by Friday April 2, at 6 PM, with voluntary follow-up interviews to be scheduled between April 5-16.

Click here to start the survey. 

This research project being conducted by Michaela Keating and Ilda Cardenas, Pollak Library, California State University Fullerton. If you have questions or concerns about our project, please contact Michaela Keating mckeating@fullerton.edu.
Thank you, 
Michaela Keating, MA, MLIS
Ilda Cardenas MLIS

CDI Watch Party 2

Alma activations settings: Ask the Expert - Alma Activation Settings

• Source record for CDI records indicates which collection is reponsible for why that record is showing up, but it may not be the actual source of the metadata.

• The CDI source collection name may not map perfectly to the alma collection name because it is a Summon 360 collection name (CDI is the combination of Alma and Summon central indexes, but the source can only pull from one source, and that is Summon 360).

  • You can check the collection title crosswalk from the CDI Collection List, which can be found here: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/Alma_-_CDI_Single_Activation/CDI_Collection_Lists_for_Alma_Customers#CDI_Collection_List