2021-09-09 ERM Meeting notes

Goals for the Group

• Alma problems

  • Community Zone Task list causing issues rather than helping, can do it on a portfolio level but not collection level?

• Chancellor’s office sent ExL Alma satisfaction survey, can we get the results of that survey?

• Salesforce theme.

  • ExLibris SUSHI problem, specifically IEEE sushi on ExL. Shaunt and Genesis

  • Analytics that Salesforce can provide, list of cases, what’s been submitted, resolved.

  • Submit SalesForce tickets, ExL says problems resolved but we lose track of the cases we submit.

• What is the purpose of the ULMS ERM?

  • Educating ourselves and CSU system? Not on charge, can we add it.

Send out another doodle poll to find a better time to meet.