April 2023 Update

Created by brandon dudley (Unlicensed)
Last updated: Apr 25, 2023
3 min read

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)

  • We will be launching the nomination process to fill openings on the 23-24 ULMS Committees. If interested in participating, please let your dean know!

Analytics

  • Working Group

  • The Analytics committee had to cancel this month's meeting. We are working on highlighting analytic reports to share with the community while encouraging others in the system to share. A folder in the CalState Institution community will be made with theses reports. The reports, with a description of how it’s utilized at their institution and its function, will be put on the ULMS Analytics Wiki.

Resource Management

  • Working Group

  • adding 506 to marc records for OA titles

  • secondary resource type setup

  • Sub-committees

  • linked data wg kicked off the study group - I found it really informative

  • IDTF added instructions for enhancing marc records and is looking for volunteers

ERM

  • Chancellor’s Office

    • Finalized the RapidILL Lendable Note and license set up document.

    • Will present the RapidILL Lendable Note project at the May Tech Services Open Forum

      • Adding lendable note to e-collections

        • Currently on EBSCO collections

      • Adding LocalOnly to the OA e-collections in the NZ

        • Recommend libraries add the same note to their Collection Internal Description

    • Training on Consortia Manager for ERM starts April 24th.

    • Cleaning up collections with local portfolios that are no longer attached to a bib record.

    • Finishing up the NZ licenses for the January renewals for FY 22-23

      • Only two left to finish up, ACS and Oxford

  • Working Group

  • ERM and Jessica have finalized documentation for the shared licensing project and presentation.

  • We are continuing to clean up our Wiki, and plan to discuss future projects at ELUNA.

Resource Sharing

  • Chancellor’s Office

    • Wrote Rapido Year One Evaluation and sent it to the RSFC and COLD Exec for feedback. 

    • Updated printed Pull Slips with the newly added barcode. This fix put all the lending printing on one slip instead of requiring two printouts per request. 

    • Started updates on the updated Borrowing printing.

    • Updated documentation on Walk-In Patron Workflow. 

  • Working Group

    • Continue to host Rapido workflow refreshers for resource sharing staff in the community

    • Investigating a potential bug with NCIP first noticed and brought to RSFC from CSU SLO (it seems it may be possible to check out requested Rapido material to incorrect patron but in the resource sharing request, it will show that it is checked out to the patron who originally requested the material, only in fulfillment will it show who it was actually checked out to). 

    • Ex Libris recommends to switch from Full Resource Request Slip Letter to Resource Sharing Receive Slip letter while in Borrowing, but item barcode does not show up, Chris Lee has submitted a sales force and is awaiting response. 

    • RSFC members are providing feedback on Rapido Year One Evaluation where resource sharing is concerned since this will be submitted to cold next month. 

    • The notes field has been turned off for lending and will be for borrowing soon because some institutions have been inputting patrons address on their home delivery service but that information is viewed by other libraries so the privacy concern prompted this turn off until a solution can be found as to where else to place that information.

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Fulfillment

  • Chancellor’s Office

    • Updated documentation on Walk-In Patron Workflow.

  • Working Group

    • The FFC has completed its first round of interviews for the General Fulfillment Survey. We are now in the process of reviewing the results and organizing the material.

 

Discovery

  • Chancellor’s Office

    • Worked with DSC on meeting preparation, refining list of issues to discuss with ExL

  • Working Group 

    • The DFC will focus on preparing for the 4/28 meeting with Ex Libris to discuss Discovery issues that are not related to indexing/data. Please feel free to review the Salesforce ticket descriptions in the Summary of CSU Non-Index Discovery and Primo VE Issues and send in any feedback you have that might help us improve the issue descriptions.

    • We hope to offer another open forum to follow up on the meetings with some of the topics discussed during the last forum - https://calstate.atlassian.net/wiki/x/CIAnow .