NOTE: This page is meant to provide a one-stop shop for those library staff and faculty new to the CSU’s Unified Library Management System. Below are some tips for now to get involved in the various conversations going on and how to get up to speed on the various committees and methods used to govern our use of the system.

Communications

• Mailing Lists

  • Generally used for more formal communications, questions to peers at other campuses

  • Email Chancellor’s Office to be added to ulms-announce. This announcement list is reviewed once a year to add new addresses, but an email will get you subscribed immediately.

  • Email to subscribe to ulms-access, ulms-analytics, ulms-discovery, ulms-techservices mailing lists. They are open to anyone in the CSU libraries who self-affiliates with these functional areas.

  • Subscribe to ExL lists if interested – alma-l for Alma, primo-l for Primo VE, content-l for collections information, eluna-l (ELUNA-related announcements)

  • Subscribe to eCAUG (California ELUNA Regional Users Group) if interested

• Slack

  • Generally used for less formal announcements, quick questions

  • Get an invite to Slack from the CO or from a co-worker already on Slack

  • Subscribe to any channels of interest

Confluence

• NOTE: accounts are not needed or provided unless directly involved with editing pages

• Bookmark spaces of interest – ULMS, Functional Area pages, ULMS Policies

• Review important pages if relevant

  • Best Practices for SalesForce

  • Reporting Performance Issues in SalesForce

  • Alma/Primo Enhancement cycle

  • Training Materials if not familiar with Alma/Primo

Conferences

• The ELUNA conference takes place every year in a different location in the US. Typically, the conference spans three days (four counting Developer’s Day) in May. Post-COVID, only the Ex Libris informational sessions look to be available virtually.

• eCAUG, the California regional users group, held its first in-person conference in August 2023 and plans to continue annual in-person conference going forward.

• Many other regional user groups hold online, virtual conferences that are open to attendees from anywhere in the US. Registration information for these are typically posted on ALMA-L and PRIMO-L.

Other Info

• Attend open forums in your area when scheduled – announcements are made on Slack and mailing lists

• Sign up for and take advantage of voting in Ideas Exchange. Check regularly for votes released by acceptance of ideas by ExL.

• Participate in Enhancement cycle voting, both local and for use of CO votes

• Minutes for ULMS Steering Committee and Council of Library Deans meetings are available on Confluence