December/January 2023 ULMS Update

Created by brandon dudley (Unlicensed)
Jan 25, 2023
4 min read

Project Management

  • The CO met with Ex Libris regarding the Satisfaction Survey report on Thursday, Jan 19. ExL proposed a modified series of meetings aimed at addressing the top issues identified in the survey. Primary focus will be on issues with indexes (CDI, GTI), discovery and CZ records, although there will be meetings on issues in other areas. ExL requests wider participation in these meetings than in the past in order to ensure that they are addressing those areas keeping us from being more satisfied with Alma and Primo VE (and Rapido).

 

Analytics

  • Working Group

  • The committee will be losing its Vice Chair and a new one will need to be identified.

  • Christina Hennessey forwarded an email from the ELUNA Primo Working Group. There is evidence that some data is missing in Primo Analytics and investigation into possible Primo VE regression. Committee members will investigate to see if their institutions see similar behavior. The ELUNA Primo Working Group shared this document.

  • Rapido Dashboard to be updated with Most Requested Journal titles report after bug testing.

  • Will investigate the value of the free Data Visualization option that Alma provides.

  • Will meet at a future date with Ex Libris to discuss top Analytics issues.

 

Resource Management

  • Working Group

  • NACO training coming up that several of us are taking - we hope to discuss during or after, what kind of policies for LC name entry the CSU's might want to adopt.  Initial thoughts are for adding local tribal names from the work the IDTF is doing, and CSU faculty authors

  • Nerissa and Jill are talking to Jessica H. about creating a set of OA resources in ALMA (CZ and/or NZ) that do not have the MARC 506 field tag that information the OA icon and filter in Primo. Nerissa's going to help me create the set, and then I'm going to create a norm rule to run the 506 edit as a job 

  • We discussed other ideas for secondary resource type based on 008 indicators. We have the following list

    • Government documents - 008/28 : c, f, l, m, o, s 

      • Nerissa noted that when her staff was looking at this indicator previously, they noticed that a lot of university presses use the s indicator for 'state agency'. We want to see if we can filter these out in the logic

    • Comic books/graphic novel -  008/24-27 : 6

    • Theses - 008/24-27 : m  (may already be captured by Primo, wanted to double-check)

    • K-12 material -  008/22 : a, b, c, d, j

    • Magazine :  008/21 : g (to differentiate from journals)

  • We discussed NZ manager advocacy and bullet points for possible position description

  • Hope to do a joint meeting with discovery group in March

 

ERM

  • Chancellor’s Office

    • Change to ProQuest Ebook Central Integration Profile. The Integration Profile now updates the Ebook Central collection with DDA and Subscription titles. This now only functions in the IZ, by design.  For those libraries using the Integration Profile will start seeing NZ titles in the IZ collection.

    • JSTOR Regression issue: previously there were duplicate portfolios in the JSTOR collection that were missing an end date in the coverage.  Ex Libris fixed the duplicate issue but now the portfolios are missing an end year. The end volume and issue are present but without the year, the end date is ignored. We see false positives for full text access in Primo because of this issue.  Ex Libris is working on the issue.

    • Continued updates to the NZ licenses with the latest subscription updates from SDLC.

    • Ethnic NewsWatch History removed from the CZ by Ex Libris.  Titles are now in Ethic NewsWatch and the two libraries subscribing to those History titles are now sharing the portfolios within the Ethnic NewsWatch collection.

  • Working Group

    • CDI ebook exclusion testing continues with promising results so far

    • Overhauling our wiki continues – best practices and contacts are being worked on at the moment

 

 

Resource Sharing

  • Chancellor’s Office

    • Aided in the transition to a new chair and vice chair.

    • Aided the RSFC in going through all Rapido Basecamp items.

      • Added some outstanding items to basecamp. 

    • Tested Lost Item workflow. 

    • Sent proposal for partnership to the UCs. 

    • Added Rapido analytics reports links to Institution Zone’s main pages.

    • Developed and added Copyright widgets to Institution Zone widget lists. 

  • Working Group

    • Elected a new chair and vice chair.

    • Went through all Rapido Basecamp items from March till present and marked which were completed and what issues still stand.

    • Approved Walk-In User policy with FFC

    • Added Lost Item workflows for Rapido to the Wiki

    • Approved and sent a proposal document to the UC’s for a hybrid pod using the Unity Courier.

 

Fulfillment

  • Chancellor’s Office

    • Aided in the transition to a new committee Chair. 

  • Working Group

    • None this month - Gabriel is getting up to speed with his new role.

 

Discovery

  • Chancellor’s Office

    • Reloaded ScholarWorks records to address issue in original discovery import profile

  • Working Group 

    • We are preparing for an open forum in February.Topics may include VE survey report, secondary resource types, Primo UX study, Primo Need Help buttonOpen to suggestions!

    • Completing report on the survey for Primo VE satisfaction and issues 

    • Discussing the possible implementation of the Feedback Tool for Primo VE

    • David Walker will coordinate the implementation of secondary resource types configuration with Christine Holmes and other committees

    • We will discuss the upcoming migration to Google Analytics 4 at a future meeting

    • Compiling a list of UX research findings as related to Primo VE and discovery