October 2023 ULMS update

Created by Christina Hennessey
Last updated: Nov 01, 2023
4 min read

Project Management

  • Christina Hennessey started Sept 25, 2023 at the CO in her new role as Director of the ULMS

  • Visited all ULMS functional group meetings, explaining my new role and how I can help each committee with their goals and work

  • Restarted Technical Services Open Forum meetings on October 19, 2023, YouTube recording. The meeting schedule is returning to the third Thursday of the month from 11am-noon,

  • ULMS Steering Committee now includes Chris Lee & Jessica H from the CO

  • Chris Lee, Jessica H, and Christina H can now see all Ex Libris Salesforce cases from all CSU campuses to look for trends and issues

  • Meeting with my counterpart at the UC and the California Community Colleges to share ideas and knowledge and explore collaboration

Analytics

  • An Analytics Open Forum is planned on Zoom for November 2 from 2-3pm. They will be demonstrating the new analytics UI (no longer opt-in after November 5, 2023) and showcasing Sacramento State’s course reserves dashboard. They will conclude by allowing time for open discussion and general questions about Alma Analytics.

  • Tested out an enhancement that allows Network Zone members to access reports created in the Network Zone. The feature will be turned on at all campuses. Once turned on, the Cal State Network Zone folder will appear under shared folders in each institution zone.

  • Working on creating a Rapido IZ dashboard in the Network Zone that can be added as an analytics object in each Institution Zone. The IZ dashboard will be nearly the same as NZ dashboard but without campus prompts and maybe a few other slight variations. Chris Lee will no longer need to update the Rapido dashboards in each IZ if we implement this and turn on the feature mentioned above in each IZ.

  • Formulating plans for cleaning up the Cal State Network Zone folder in preparation for linking the folder in IZs. Switched our focus from the community folder to this folder but are having issues producing results in the Analytics Usage subject area. A case has been filed with Ex Libris.

Resource Management

For the 2023-2024 academic year, the group agreed upon three main objectives to complete this year, the majority of which will require coordination with Discovery and perhaps ERM;

  • Complete the work Jill started with Secondary Resource Types (re-capped at October 19 TS Open Forum, more work to follow)

  • FRBR NODEDUPE Rules (Work with Discovery to investigate best practices for setting up the FRBR NODEDUPE Rules across the CSU)

  • Clean up RMFC Documentation on Confluence

Other work by this group:

  • The Linked Data Task Force (LDTF) met on October 24, 2023, sharing updates on the Wikidata Building Project, which will be presented at the November 16 Technical Services Open Forum. Both this project and the LDTF group are looking for more members.

  • The Inclusive Description Task Force (IDTF) presented ‘Words Matter for the CSU’ on October 17, 2023 with 500-600 registrants and a spirited discussion after the presentation. Recording

  • Discussion of compiling best practices for retention notes

  • Updating CSU cataloging contacts and expertise

  • Discussion of shared cataloging across the CSU

ERM

  • Updating ERM wiki pages - new ERM Wiki Task Force starting work on updating ERM wiki pages

    • Getting Started with ERM and ACQ

    • RapidILL Lending Note

    • Alma Weekly Updates

  • Added 3 new EBSCO ebook collections to NZ available to all libraries

  • ERM Office Hours started October 20, 2023 and will be held the third Thursday of each month from 10am-noon.

  • Continued updates of NZ licenses

Resource Sharing

  • Held open forum Sept 26, 2023 to discuss NERS enhancements related to Rapido/RapidILL

  • Reviewing resource sharing wiki for updates/archiving/cleanup outdated information and creating new workflow guides for the community

  • Due to discussion/requests at I-SPIE 2023 conference, we plan to create more specific workflow resources for the community

  • Restart “Rapido Refreshers” soon

  • Chris Lee continues to host regular office hours on resource sharing support on Tuesdays from 11am-noon.

Fulfillment

During the October 2023 FFC Meeting we discussed the following:

  • Issues with recalls

  • Changes in student behavior and enforcement of library policies, campus police support

  • The plan for the year, which includes the General Fulfillment & Access Services Survey

Discovery

Collaboration

  • Discussed need for increased communication with Resource Management (RM) around data issues, including secondary resource types, the new labels for CDI, duplicate records, and the general user experience for finding things in Primo VE.

  • Discussed the possibility of a joint data issues task force with ERM, RM, & ILL, organized by Christina Hennessey

  • Shared input for COLD’s strategic plan in relation to Discovery and the ULMS

Data

  • Discussed need to collect examples of CSU data issues with a survey or guided discussion

Mobile Experience

  • Discussed importance of mobile experience to students

  • Will look at mobile user analytics system-wide if possible (Christina Hennessey is gathering Primo Analytics on mobile use from all sites)

  • Will review literature around mobile discovery systems

  • Will review Ex Libris mobile cases for issues to champion

  • Will ask STIM to report on laptop checkout across the system

The Primo VE Testing Team released their recommendations for new features in Summer and Fall Primo VE releases on October 18, 2023.