November 2020 ULMS Update

Created by brandon dudley (Unlicensed)
Nov 23, 2020
4 min read

Project Management

  • The ULMS Satisfaction Survey has been closed to submissions. Thanks to the 130 members of our libraries who contributed their thoughts about how well (or not) Alma and Primo are working for them. A report summarizing the responses will be submitted to COLD by the end of the month, with a more comprehensive version to be sent to Ex Libris in December for a response.

  • The kickoff date for the Primo VE evaluation is January 11, 2021. More information will be shared over the next few weeks and beginning of the evaluation period.

  • Brandon has been working with Ex Libris Support on SalesForce cases in “Pending Development”. Cases will be examined in order of priority with an eye towards putting the highest priority cases back on the development radar and lower priority cases get some status updates. This work will be done quarterly.

Analytics

  • Working Group

    • We are working on putting together some recommendations for COLD regarding usage data reporting for ACRL this year; there are going to be some oddities because of the transition from COUNTER 4 to COUNTER 5, and some discrepancies in how ACRL is asking for this data to be reported. More details will be forthcoming.

    • We started looking in-depth at the ACRL reports that were put together in Alma a few years ago to confirm that they are still working as designed, and will be sending out some information about them soon for campuses.

    • We are considering another survey of campuses to find out how they are gathering usage data and of what types.

Resource Management

  • Working Group

    • The Authority Control Task Force delivered their Final Report. Task Force’s Recommendations are:

      • Rename Task Force as the “Authority Control Working Group” composed of6 members at the consortium level to perform authority work;

      • Provide training in the use of the functionality in Alma to future new members, including  use of PTC macro; troubleshooting and editing of records;

      • Work should focus on LC Names

      • Synchronize work to benefit from OCLC updates to the master record by troubleshooting authority reports for the previous month;

      • Establish workflows to avoid duplication of work troubleshooting reports and coordinate efforts with CSU NACO Funnel Group to submit NAR requests, as needed;

      • Perform assessment of the work and provide periodic updates. Compile statistics (headings and records revised); and provide quarterly reports to the Resource Management Functional Committee.

      • The Task Force is not attempting to do everything, but focuses on Name fields, with changes made in OCLC Master Records as possible. Where a Name Authority record in LC/OCLC needs changing, the information would be fed into the CSU NACO Funnel, for possible action by a member of that group.

    • The Working Group will codify current best practice for record merging in the NZ into policy. Henceforth, records loaded into the NZ will use the OCLC number as the primary match point and “CSU Bib Overlay NZ” as the primary merge method.

    • Both the Authority Control TF recommendations and NZ match policy were approved by the ULMS Steering Committee and will be put into action. Please send any questions to Mark Braden, Committee Chair.

Acquisitions

  • Chancellor’s Office

    • Updating NZ licenses with the July renewal information from SDLC.

    • Work on new procedures for ordering from the NZ now that local POLs are attached to NZ e-collections.

  • Working Group

    • In November’s committee meeting, we discussed the ALMA survey concerning issues we perceive or have issues with in ALMA.

    • We also heard from Jessica concerning NZ ordering.  We gave the feedback to both Brandon and Jessica.

ERM

  • Chancellor’s Office

    • Continue to work on CDI settings for Link-in-Record type of linking for Open Access and E-book NZ e-collections.

    • Continue to work on the NZ Opt-in CDI settings for the spreadsheets that have been returned.

    • Update COVID-19 e-collections in the NZ.

    • Update Opt-in e-collections for resources renewed or canceled.

  • Working Group

    • Reminder to campuses to give Jessica your preferences for CDI settings for NZ databases by the end of the semester. You can find the spreadsheet and instructions (on a separate tab) here.

    • Confluence documentation for ordering from the NZ needs to be updated. You can now search the NZ and find local institution orders. The NZ resource ordering process with new NZ search capability documentation is being worked on by Jessica and Shaunt Hamstra from East Bay will begin working out new documentation after the semester is over.

    • ERM and the Assessment and Analytics Committee will be starting a task force to determine the feasibility of conducting an overlap analysis that includes both NZ and IZ content.

    • The Committee is also still spending a lot of time focused on CDI issues, while anticipating potential impact of Primo VE on CDI issues.  Jessica has a lot of work to do because of how CDI is set up for consortia.



Resource Sharing

Fulfillment

  • Chancellor’s Office

    • Aided in planning and presenting the Locker’s Task Force open forum. Showcased SpineSlips updated template and workflow. 

    • Uploaded documentation and meeting minutes to Locker’s Task Force wiki: Lockers  

  • Working Group

    • Completed the Course Reserve Interview Summary. Interviews were conducted in Fall 2019.

    • Locker documentation and photos have been posted to the Locker page on Confluence.

    • Hosted a Lockers Open Forum on November 6 with members of the Resource Sharing Functional Committee.

    • Gathered information for the 2020 ULMS Satisfaction Survey.

    • Began working on Fulfillment Tips for the new UI.

    • Posted the Cal State Walk-in User (Visiting Patrons) Configurations.

Discovery

  • Working Group

    • Primo VE evaluation discussions continue.

    • Ran own satisfaction survey based on Brandon’s chair survey.  In general, folks are satisfied-ish with Primo, but complaints are focused on CDI and other metadata issues.

    • Considering new sets of icons.  Will roll out custom icons at three different campuses.