March 2023 Update

Created by
brandon dudley (Unlicensed)
Mar 24, 2023

 

Project Management

  • Scheduled meetings through March with Ex Libris around issues affecting our satisfaction with Alma and Primo. Individuals who can discuss our pain points are invited to these meetings. The broad themes to be discussed are:

    • Data Excellence and Discovery (CDI, GTI and record quality issues)

    • Resource Sharing (Rapido)

    • Analytics

    • Alma (general issues with the UI plus Fulfillment and Resource Management issues related to Alma)

    • Support

    • Discovery (TBD - to cover any issues outside record quality and CDI/GTI display)

Analytics

  • Working Group

  • The Analytics committee met with Ex Libris to discuss performance issues and pain points. Specifically issues of insufficient documentation, excessive report run times and instances of data missing from a report. Ex Libris encouraged participation in the Analytics Community of Practice. The community of practice focuses on sharing best practices, tips and tricks, and use cases related Analytics products. Members of the community share their experiences with these products, discuss common challenges, and collaborate on solutions. The committee provided examples from the pain points to Ex Libris. 

  • Will discuss at the next analytics meeting whether there have been marked improvements in speed. Analytic reports that previously took an extraordinary amount of time to complete, were finishing in 1-2 minutes, which Ex Libris mentioned in the meeting, should be the standard amount of time for most reports that are not pulling significant amount of data (ie. Network zone reports).

Resource Management

  • Working Group

  • Committee and Task Force update

    • The NZ Management Group update - Brandon is making sure they have what they need

    • IDTF is finalizing workflow plans for adding homosaurus headings to records in Connexion. They will be looking for volunteers to help update records soon.

    • Advocating for an NZ manager in the CO’s office

      • Jill needs to write up notes from opening conversation and distribute for commentary

  • OA editing in the NZ

    • Jill has parameters from Jessica Hartwigsen but has yet to create a norm rule. Hoping to look at it this in April and coordinate with NZ management group

  • Secondary resource types

    • Jill and Brandon are working on it

  • NACO/SACO coordination

    • a number of CSU employees recently finished NACO training

    • Nerissa and Jill will schedule forum to talk about policy planning for name additions in coordination with the wiki authorities/ linked data group

    • Nerissa just updated funnel page with current contacts and instructions

ERM

  • Chancellor’s Office

    • Finishing up the RapidILL lending note documentation on the wiki.

      • Will present a new document at the Tech Service Open Forum in April.

    • Worked with Ann Roll on the analytics reports needed for RapidILL lending note.

    • ERM and COLIN, a part of SRDC, will be meeting the first part of April to discuss license terms of use.

    • ERM finished up the Exclude CDI ebooks documentation.

    • Continued updates of NZ licenses.

    • Added new collections for Black Studies Center, Data Planet, and AIP ebooks.

  • Working Group

  • RapidILL lendable note form sent to Ann Roll and SDLC for review – COLIN, a part of SRDC, is taking over investigation of license terms of use

  • ERM group is meeting with Stacy Magedanz and COLIN to determine a list of license terms that have the most impact on operations

  • Jessica will be presenting on Rapido/RapidILL project at the April TS Open Forum (as she mentioned in 3/16 TS Open Forum)

  • Continue Wiki cleanup project

Resource Sharing

  • Chancellor’s Office

    • Helped with Rapido Refreshers. 

    • Developed new pull slip templates using enhancements from the March update. New slips will reduce the amount of printing required for Rapido. 

    • Met with staff from St. Mary’s and Azusa Pacific to begin work on creating a Rapido pod based on Unity partners.

    • Provided additional staff training and configurations. 

    • Added I-SPIE sections to wiki. 

    • Added Rapido Refreshers recordings to the wiki. 

  • Working Group

  • Continue to host more Rapido Refresher’s with Resource Sharing Community (so far have held on Sets/Organization, Lending, Borrowing, next planned one is one Copyright). 

  • Chris has configured requested changes/customizations in Letters for lending and tested successfully with Priscilla at San Bernardino. Demonstrated to community in I-SPIE TV and he will begin working on changes/customizations in the Borrowing letters based on feedback from community in previous I-SPIE TV. 

  • Preparing Illiad as a last resort “things to look out for” document based on each unique library situation (for example, it will look different for libraries with NCIP enabled versus not enabled)

  • Finalize WIKI clean up project (archive content no longer relevant, link pages to current Rapido content, etc.)

Fulfillment

  • Chancellor’s Office

    • Worked with Fulfillment and Resource Sharing groups to submit Walk-In Patron policy documentation. 

  • Working Group

    • We’ve started interviewing for the General Fulfillment Survey and have completed 3 CSU interviews.

 

Discovery

  • Chancellor’s Office

    • Coordinated with Ex Libris to plan topics and times for issues meetings

    • Reindexed NZ records to take advantage of 505 $t changes

    • Testing secondary resource types with Jill, starting with gov docs

  • Working Group 

    • Working with Brandon on re-indexing to take advantage of updates to 505 $t.

    • Prepare for meetings with Ex Libris, including list of non-indexing Discovery issues.

    • Plan additional open forums to follow up on open action items.

    • Finalize Primo VE Evaluation Survey report.