2023-08-01 ERM Meeting Notes

1:00pm

Selecting Vice-Chair

Kirstie Genzel

• @Greta Heng has volunteered to be our Vice-Chair! @Kirstie Genzel (Unlicensed) notified Brandon.

Confirm future meetings days/time

Kirstie Genzel

• @Kirstie Genzel (Unlicensed) sent out a recurring meeting invitation

• Meetings will occur every 2nd Tuesday of the month from 1-2pm.
  
  

Leftover projects from last year

All

• RapidILL Lending Notes

  • Action Item: @Kirstie Genzel (Unlicensed) Will send out invitations to the TS list (and possibly SRDC) for 2 additional Q&A sessions on Friday, September 22nd.

• Cleaning up ERM Wiki

  • Action Item: Committee Members have been asked to review the existing documentation on the ERM wiki pages and start thinking about ways to better organize the info. At the next meeting we will come up with categories/themes and assign tasks to individual members.

  • @Kirstie Genzel (Unlicensed) contacted Brandon to ask that all committee members be provided editing access to Confluence.

Future ERM Open Forums

All

• TS Open Forums have been canceled in favor of Resource Management and ERM having their own.

• How often should we have them? Undecided.

• Action Item (s): We identified “Licenses” as a future topic for an ERM open forum.

  • Possibly create and distribute a survey to the CSUs to gather information on use of the license feature of Alma. Identify campuses that have made full use of it and see if they’d be willing to present.

  • @Greta Heng emailed ExLibris (Laura West and Dawn Devine) to see what kind of support they could offer on this topic).

  • If we can’t get volunteers, the committee may need to do some investigation/testing and then present something themselves.

• The committee briefly discussed the possibility of using the open forums as a way to update the CSU community on new ERM features.

Additional projects to work on this year

All

• What else does the committee want to accomplish?

  • Establishing some sort of mentorship for new CSU ERM folk was briefly discussed.

  • We’d like to find some way to preserve/pass down some institutional knowledge related to consortia ERM in the CSU.

Review CDI enhancement from Nov 2022

Christine

• Tabled until next meeting

  • “Allow Configuration of CDI Linking Preferences”

  • https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2022/010Primo_VE_2022_Release_Notes

CDI Document Attributes

Christine

• Tabled until next meeting

  • Coming in August Primo VE release

  • https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/CDI_Document_Attributes

Control the Ability to Ignore Title Based Link Resolving

?

• Table until next meeting

  • New feature added in August release that can deactivate “fuzzy” searches in Alma for Primo. Fuzzy search is the default, if there is no match on identifier or title, a fuzzy match is enacted on a possible title match. Can be deactivated.