May 2019 ULMS Update

Created by brandon dudley (Unlicensed)
May 24, 2019
5 min read

 

Project Management

  • David and Brandon met with various Ex Libris staff and managers at ELUNA. Topics included discussion of the issues detailed in the Check-In Call report, a potential development partnership for Ex Libris’ next-generation resource sharing service, and deeper discussions around consortial issues with Alma Analytics.

Analytics

Working Group

  • Submitted analytics policies for discussion and approval by the Steering Committee

  • At ELUNA, members of the group met with the Analytics lead Ex Libris. Discussion included the following concerns:

    • Performance: reports run very slowly in the Network Zone and often time out or fail due to the size of the report

      • ExL acknowledged that there are issues in Analytics with scale

      • Ex Libris is planning some upgrades to Analytics, including migration to a newer version of Oracle Business Intelligence, which may help mitigate some of the issues

      • ExLl invited the functional committee members to share specific reports with Ex Libris that are confirmed to run with limited data but break when run using data from large or multiple institutions; we are in the process of identifying these

    • Key fields lacking from consortial subject areas available in Institution Zone Analytics

      • We explained that the most common use case (after annual surveys) is accreditation documentation, which requires fields such as LC group that are only accessible from NZ Analytics

      • ExL will investigate mapping some additional fields to support this use case

    • Persistent bugs: We explained about the repeated loss of Available for Group Members data in Analytics and how this impacts reporting

      • Nikki forwarded the Salesforce cases to ExL

Resource Management

Working Group

 

Committee activities:

  • Revising and updating policies and procedures, as identified during the review process. (Need to request editing privileges in order to edit some of the policies.)

  • Completing draft of remaining “how-to” procedures.

  • Recommended to postpone reconvening the Authority Task Force pending further work by committee formed by Ex Libris to explore consortial authority work. In consultation with Samuel Barber, we agreed it is best to await further developments in this area and rather focus on CSU NACO Funnel. CSU NACO Libraries will also serve as resources to create name authority records for campuses which currently do not have a NACO trained cataloger.

  • Discussed Publishing Headings Enrichment to Primo (cross-references from authority records published to Primo for some campuses) and recommended consulting Ex Libris about how these have been activated for some campuses.

  • To be discussed: Alma Item Material Type (as per presentation by Carole Chapman to TS Open Forum): Identifying item material types needed and solution on how to standardize List with different description (Label) if Ex Libris is not able to update/change default list.

 

NZ Management Group

  • Completed cleanup of duplicate records with the same OCLC number (merging/combining inventory) for about 110 duplicate records;

  • Continues to check and resolve multi-matches from the daily OCLC record loads.

 

TS Open Forum:

  • Update on CSU NACO Funnel (Samuel Barber) & support to campuses for authority records

  • NA Shared License (Jessica Hartwigsen)

  • ELUNA 2019 Highlights: Presentations/Tools

  • Alma Item Material Type (Carole Chapman)

  • Upcoming forums:

    • May 23 Tyler Rogers and Lehtisha Andrews (JSTOR): Serials/Digitization work orders and JSTOR scanning

    • June 13 David Walker: ELUNA Presentation (Get it Menu)

    • June 27: Planning for future presentations and direction/focus of TS Open Forum

Acquisitions & ERM

Chancellor’s Office

  • Continued work on EZProxy Authentication with Safari O’Reilly.

  • Safari is looking for solution for EZ Proxy user authentication that will allow the user to login one time, not multiple times, access Safari.

  • Weekly ERM Updates sent out to notify ACQ/ERM about changes to shared e-collections, expected platform changes for publishers, EZProxy configurations that need updating, and upcoming helpful webinars.

  • Springer AutoHoldings shared e-collection has been deactivated while Ex Libris Support works on the auto-updates. Springer Standard is active in its place.

  • Continued updating of the terms of use for centrally managed licenses.

  • Licenses with Terms of Use:

  • EBSCO, JSTOR, Oxford, Credo, ProQuest Academic Complete

  • License Templates available to be shared in the IZ, help libraries start the license creation process. List of NZ License Templates that can be shared available under NZ Shared License Templates tab.

  • ELUNA presentation on using Electronic Resource Notes. Helpful guide on how to use notes in electronic collections.

Working Group

  • Acquisitions and Electronic Resources Working Groups will be split into two separate groups.

  • Nominations for both groups can be submitted here.

Resource Sharing

Chancellor’s Office

  • Continued work on sandbox configuration creating a resource sharing test environment that mirror production. Running into lots of roadblocks due to outdated configurations made during implementation that are no longer relevant to how we work in Alma now and some mysterious technical errors produced by Alma.

  • Completed first review of Courier contract statement of work and sent draft out to ISPIE and ulms-access lists for comment.

  • Consulting on location and TOU changes at Stanislaus to limit resource sharing requests for items in storage (2-year renovation project starts this summer).

  • Continuing communication with Unity courier to obtain delivery times for each site and label making webinar information.

  • Distilling damage claim process steps from the Shipping Terms and Conditions sent by Unity,

  • Distributed customer service contact information and issue escalation information and updated courier guide on the RSFC wiki to reflect the “official” methods of contacting Unity when there is a problem. Also obtained and distributed previously missing holiday service list for all campuses to indicate whether or not they require service on billed holidays.

  • Submitted cases to reflect feedback on Conditional messaging feature tested by the RSFC, per a conversation with ExL product manager.

Working Group

  • Began work on updating flip cards to reflect Unity phone numbers and logo. Also correcting any other errors.

  • Continuing the conversation with Unity on how to contact them about missed drivers, alert if library is closed, or any other reason.

  • Working with Fulfillment on Lost/Damaged CSU+ workflow through the Lost/Damaged Joint Task Force.

  • Discussed turnover procedure with members leaving the group and new members joining.

    • Joe Adkins from SFSU will take over as Chair in June

  • Discussed RSFC presentation/update at the I-SPIE conference in July.

Fulfillment

Chancellor’s Office

  • Tested new feature: updating library hours via spreadsheet

  • Worked with a campus on an analytics query identifying specific course reserves items that are not attached to a course but in the reserves location and vice versa

Working Group

  • CalState Walkin Recommendations document has been completed. We added a minimum limit for number of items that may be checked out at a time (20) and a procedure for “courtesy returns” so that items can be returned at any CSU. The group will work with Brandon on next steps.

  • Draft of recommended course reserve workflow has been completed. This will be send to course reserve staff at various CSUs for input.

  • Open Forum was held on 5/7 with 30+ attendees. Presented a variety of demonstrations including Offline Circulation, configuration for multiple printers at circ desks, and Booking, as well as highlights from Eluna and a call for candidates for next year’s FFC committee.

  • Notified Dave Walker on a Dedup issue causing course information not to be displayed in Primo.

Discovery

Chancellor’s Office

  • The Chancellor’s Office is coordinating the development of the new custom Get It menu and the next round of Normalization Rule changes. More information on both to follow in the next monthly udate.

Working Group

UResolver

  • Members of resource sharing committee attended April Uresolver TF meeting to provide input on the custom Get It menu.

  • Dave, Zach, and Ian presented the custom Get It menu for Primo at ELUNA.

  • Dave presented on the Get It menu at the May 8 Discovery Open Forum.

  • The task force plans to pilot during the Summer term with production implementation for Fall term.

 

Analytics

  • The Analytics and Primo survey received 16 responses.

Presentation: http://bit.ly/primo-analytics-presentation-rgjoshe

 

UX

  • Most items on Discovery UX Recommendation are ready for implementation. Task force will plan next steps.

  • A number of updates were made to CSU Primo Environmental Scan. However, not certain if all campuses participated.

  • Would like to ask CSU folks who presented on discovery at ELUNA to also present at future Open Forums or at the ULMS summer meeting.

 

Norm rules

  • The Norm Rules Joint Task Force has reconvened to begin work on the latest round of normalization rule change requests. Next update is scheduled for June 24.