September 2021 ULMS Update

Created by brandon dudley (Unlicensed)
Sept 22, 2021
4 min read

Project Management

  • The CSU went live on Primo VE in July. As of Sept 1, we are in production with Primo VE. A huge thank you to those of you who participated in making the implementation a success! We have shared our experience with the Go VE process formally with Ex Libris.

  • The Ex Libris contract renewal was finalized in July. The current contract is for a two-year period and will be due for renewal in June 2023. 

Analytics

  • Working Group

    • We met in July & Sept 2021

    • Introduction of all members on committee

    • Elected Kevin Phillips of Fullerton as Vice-Chair

    • Covered expectations of the committee

    • Decided on 2021-2022 goals for the committee

    • Reviewing committee wiki & documentation and plan for updating

    • Reviewing ACRL Statistics Analytics folders and plan for updating

    • Reviewing Analytics folders in general and plan for updating and setting policies

    • Items in enhancement voting related to Analytics

    • Updates from ELUNA Analytics Community of Practice

Resource Management

  • Working Group

    • The RMFC's first meeting was on August 3rd.  Updates and activities:

    • Pam Anan is serving as co-chair, to take over as chair next year.

    • Made introductions and reviewed the confluence site

    • Started a Trello board to track ideas and issues for the committee

    • Drafted the Inclusive Description Task Force proposal: Inclusive Description Task Force

    • Discussed documentation on confluence and will tackle local fields in Primo VE documentation first

    • Discussed Worldshare Record Manager, and members of the committee will be testing this software 

    • Discussed state of cataloging and metadata staffing at the CSU and work we can undertake to advocate for positions

    • Planned topics and activities for this year: RMFC Agenda 2021 - 2022

ERM

  • Chancellor’s Office

    • Quicklinks testing has began on SJO sandbox

      • Gave presentation on Quicklinks in T.S. Open Forum

    • Created new pages on the wiki for CDI and CTO troubleshooting tips for VE

    • Updated NZ licenses with new FY subscription information

    • Shared information about the new Hybrid CDI Collections

      • Sent out webinar to Tech Services

    • Set up new EBSCO OA Ebook collection Alma

      • Contains over 2000+ OA e-books

    • Four HeinOnline e-collections were opened up to all libraries and set up in the NZ (Social Justice Suite)

  • Working Group

    • 2020-08-12 Agenda

      • Quicklinks Testing (Ex Libris) Jessica

      • Get to the PDF article directly from Primo

      • Testing starts December

      • There’s a list, SJSU sandbox

      • Make sure links work and proxy

    • Acq ERM tool (ExLibris)

      • Take a look at this again

      • Functionality with coded memos and renewals, money moves to SDLC

    • 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.

Resource Sharing

  • Chancellor’s Office

    • Work with Ex Libris to add and configure Rapido Implementation Modes at Fullerton, Humboldt, and Los Angeles. 

    • Aid working group in developing goals.

    • Aid in transition to new Chair and membership. 

  • Working Group

    • Met in August & September

    • Meetings will occur every 2 week(s) on Tuesdays

    • Meghan Weldon will Serve as committee’s vice-Chair

    • Determined 2021-2022 RSFC Goals

    • Finalize Walk-in User Policy

    • Investigate printing Improvements

    • CSU/UC Collaboration

    • 16 Week Loan Period Assessment

    • Rapido

    • Discussed outreach opportunities and methods to gather input from the community of practice regarding topics the RSFC should address. 

    • Discussed Alma Release notes for July, August, September

Fulfillment

  • Chancellor’s Office

    • Develop first draft of FFC Covid survey using questions developed by the FFC.

    • Aid working group in developing goals.

    • Aid in transition to new Chair and membership.

  • Working Group

    • Began meeting biweekly in August 2021

    • Introduction of all members on committee

      • Rachael-Joy Davis volunteered to be Vice-Chair

    • Determined 2021-2022 FFC Goals

      • Finalize Cal State Walk-In User Policy

      • Leganto Support - Reach out to CSUs using Leganto 

      • Review Alma/Primo Release Notes to provide updates to 

      • Re-opening/COVID Support 

    • Planning for a Fall and Spring Open Forum

Discovery

  • Chancellor’s Office

    • The Chancellor’s Office continues to work with campuses on their Primo VE instances, including search and display configurations, GES, and normalization rules for harvested content from digital repositories.

    • We’ll be helping campuses with the implementation of the newly updated Notes and Serial date fields, to ensure uniformity of functionality and presentation across the campuses.

  • Working Group

    • DFC started meeting in June 2021. Since that time the following items have been accomplished: 

    • Ian Chan will serve as Vice-Chair

    • Planned and Held Primo VE Go Live Open Forum (July 9th)

      • Presented Go Live Schedule, checklist, and norm rules requests

      • Recording available on the discovery wiki

    • Planned 2021/22 Meeting Schedule

      • August 13th @ 1pm - Open Forum - Primo VE Wrap Up

      • August 27th @ 1pm - Open Forum - Primo VE Wrap Up II

      • September 10th @ 1pm - DFC Meeting

      • October 8th @ 1pm - Open Forum - TBD / Primo VE Tips and Tricks

      • November 12th @ 1pm - DFC Meeting

      • December 10th @ 1pm - Open Forum - TBD / Primo VE Tips and Tricks

      • January 14th @ 1pm - DFC Meeting

      • February 11th @ 1pm - Open Forum - TBD / Primo VE Tip and Tricks / UI Survey Progress

      • March 11th @ 1pm - DFC Meeting

      • April 8th @ 1pm - Open Forum - TBD

      • May 13th @ 1pm - DFC Meeting

      • June 10th @ 1pm - Open Forum - TBD / UI Survey Results

    • Determined 2021/22 Priorities

      • Central package review

      • Removed elements that caused issues in VE

      • Added ability to hide links in the links section of the fill record details

    • Norm Rules Support Structure 

      • Worked with NRTF to determine best practices for requesting new rules

      • Training sessions and online documentation

      • Held multiple Open Forums and provided documentation on the wiki for common Primo VE configurations

    • UI/UX Evaluation

      • Gabriel Gardner and Heather Cribbs are working on a comparison between Primo and Primo VE UI/UX metrics. Preliminary findings will be discussed at the November DFC meeting.

    • Relevancy ranking

      • Managing Primo VE updates

      • The DFC will communicate relevant updates to the larger discovery community when applicable.

    • Slack vs. Teams

      • Discussed the possibility of using Teams to store communication and files for discovery related information. Teams can save more information than Slack can. However, an informal poll to the discovery group suggested that a combination of Slack, listserv, and wiki are desired at this time. 

      • Held two post-Go live open forums to provide relevant configuration assistance and assess the scope of issues campuses are having. Recordings of both sessions available on the discovery wiki.