2023-10-26 Discovery Committee Meeting

New Business/Steering Committee Update/STIM Update

@Keven Jeffery (Unlicensed)

10/20/2023 Steering Committee Notes

9/28/23 Meeting

Discovery Testing Update

@Hannah Lee (Unlicensed)

• Jessica H’s slides have been shared with procedures for error reporting

  • Check with slack and with procedures before reporting

Director, Unified Library Management System (ULMS)

Christina Hennessey

• David is still the CO contact for this committee

• Can reach out with discovery related questions, or if not sure who to contact

• Can provide access to listservs, confluence, or slack

• Can see all salesforce questions for the CSU, and can look into issues. Is keeping an eye on issues. Can surface issues during monthly EL meeting.

• What’s new with primo recording will be shared soon.

• Tech Service open forum is being revived, currently once a month (may increase)

• Ex Libris Satisfaction survey will be revived - may surface some data issues

• CO group is working on strategic planning under the direction of the Chancellor

• A pop up survey could be placed in the central package

• Joint task force on data issues being formed

COLD Strategic Plan

@Keven Jeffery (Unlicensed)

COLD is looking to update the Strategic Plan and is looking for input.

• Cold is working with a consultant to refresh the plan

• David looking for feedback on strategic priorities

  • Looking for specific goals, perhaps more specific goals for the next few years

  • We need to brainstorm ideas to send to cold - Deadline is ASAP (mid November), Next COLD meeting in December - most concentrated time being

  • “At the very least, probably accessibility (like disability accessibility) and staff/librarian training for exlibris” - Hannah

Data Issues

@Keven Jeffery (Unlicensed)

• Joint task force with ERM, Resource Management, ILL - Christina will contact

• Create an overview of the data issues (duplicates, etc) - Survey or Guided Discussion - get input from Christina’s working

  • A pop up survey could be placed in the central package

  • Resource Sharing & ERM have drop in hours

  • Let’s plan on hosting a testing presentation, general presentation, drop in hour

Primo Mobile Experience

@Keven Jeffery (Unlicensed)

EL Cases

• Support Cases

  • Questions about ebook downloads, often only chapters allowed

• Statistics - Julie

  • Can we get the raw numbers of mobile visits for each campus?

  • Small but significant usage - 10k usage this year from iphone, 3500 from iphone

  • What is happening at other campuses?

  • Chris - campus working on app with immediate information for students (class schedule, prof contact info, assignments)

    • Targetted information at point

  • Can STIM surface this information

  • Christina - what information do we want?

    • Devices (mobile and tablet)

    • Screen size

    • Christina will make a dashboard for each campus

    • Christina can get a data overview from ex libris

• The mobile experience is important as many students don’t have access to computers, many use phones or ipads

• Laptop checkout (long term vs short term)

  • STIM is planning to conduct an IT survey, no current information.

  • STIM is also interested in the topic

Action Items

• Link Jessica’s slides regarding ERM reporting

• Next meeting about strategic planning - send out the google document to comment on

• hosting a testing presentation, general presentation, data issues discovery, drop in hour - Week after testing newsletter

• Campuses should give Christina access to Google Analytics - request during discovery drop-in