Project Management

• Both the ULMS Satisfaction Survey and ULMS In-Person Meeting preferences surveys were closed in the last two weeks. 

  • The Satisfaction Survey reports to COLD and to ExL will be shared out in Dec

  • The results of the in-person meeting survey will be shared with COLD and a decision made on who to invite to such a meeting, tentatively scheduled for July 2023 

Analytics

• Working Group

• The Assessment and Analytics group met with the RSFC on 10/26 to discuss what reports would be valuable for a Rapido dashboard. The group has worked on Rapido reports in the Network Zone that have been copied over to the Shared Community folder. The dashboard is close to completion and the progress will be shared at ISPIE on 11/17.

• Natalya Magazino, Chris Lee and Kevin Phillips met with Meghann Weldon from Ex Libris to discuss discrepancies between Borrowing Request numbers in RapidILL and Alma analytics. There was also discussion on the issue of filled + unfilled requests not equaling the total amount of requests.

Resource Management

• Working Group

• Two proposals for review from the Linked Data Task Force approved:

  • Wikidata Project Page

  • Linked Data Study Group

  • Starting review to advocate for an NZ manager in the CO

• RM satisfaction survey circulating

• SDSU team putting together request for better OA resource tagging in the NZ

• Survey for additional secondary resource type indicator rules

ERM

• Chancellor’s Office

  • Continued updates to the NZ licenses for Opt-it e-collections

  • AIP collections updated, linking for each portfolio was tested after some changes to linking on AIP’s side.

  • The JSTOR Arts & Sciences collections have duplicate portfolios, some with missing embargo dates.

    • Clean up continues on these collections

      • Removing duplicate portfolios

  • Two new Open Access collections added to the NZ

    • MIT Press

    • UC Press

  • Updating the CSU CDI wiki page

    • Fixing broken links

    • Removing outdated information

    • Reformatting the wiki page

• Working Group

  • We met with Chris Lee regarding RapidILL and ecollections, and we recommended he present at the TS Open Forum (yesterday) to get input from Acquisitions personnel as the project requires them for license interpretation and us for implementation.  Once everyone is onboard, we will move forward with editing our ecollections’ local notes.  Also, the ERM committee, with our partners in Acquisitions, plans on creating a shared (licensing) document that all campuses can reference.

Resource Sharing

• Chancellor’s Office

  • Configuring ILLiad as Partner of Last Resort fixes at many libraries. 

  • Testing Reprints Desk cloud app in Rapido as a copyright payment workflow. 

  • Worked with RSFC to test and update Walk-In Patron configuration and workflow. 

  • Ran copyright reports and removed requests for locally owned from the reports at libraries with abnormally high copyright approvals. 

  • Worked with RSFC to develop a Unity partner plan to reduce shipping costs.

• Working Group

  • Exlibris Satisfaction Town Hall 

  • CSU+/ Rapido promotional content creation

  • Find partner testing in Rapido

  • Walk-in patron configuration and testing

  • Updating Wiki page 

  • Workflow demonstrations

Fulfillment

• Chancellor’s Office

  • Updating Walk-In Users workflows to submit to Fulfillment for approval. 

• Working Group

  • Reviewing Fulfillment Satisfaction Survey responses from the fulfillment community. Responses are still coming in, so we will continue with follow-up and outreach over the next several days. 

  • Continuing work on developing a general Access Services survey or interview structure we hope to implement in January 2023. More to come on this soon!

Discovery

• Chancellor’s Office

• Working Group 

  • Review and discuss the Primo VE Survey Report - Committee will categorize and summarize issues and suggestions described in responses by degree of complexity and effort. E.g. doable, possibly doable, and can’t do. The group will plan to complete the write-up by Nov 28, 2022.

  • Primo VE Release Testing team has a draft covering procedures and processes for testing.

  • Looking for highlights to share from the gathering of UI/UX Assessment research articles and projects

  • Discussion regarding secondary resource types will be held with input from Resource Management FC - will guide NZ configurations

  • Committee agreed to plan open forum for Jan 27, 2023 , 1PM - 2PM

  • Looking at partnering with other committees and task forces - ERM, Res Mgmt and Linked Data TF are targets

  • Discussion at ELUNA Primo PWG referenced  Primo product managers meeting that briefly describes plans to implement accessibility improvements.  They are working to complete a contract with an external auditor for all the fixes this year. Then will update the VPAT and list of roadmap issues for 2023. Document targeted end of November, finished certainly by end of year.