Notes 09/07/16
CALSTATE weekly call
Wednesday, September 07, 2016
11:00 AM
~~START RECORDING~~
I. Primo status
Check-in about interface / workbook questions
Thank you for submitting your workbooks! Questions / comments?
Meeting today with ExL / Discovery Working Group
New UI “blank page” issue – Lynn tested and seems to be working for all
please report to Basecamp if you do still have this issue
Initially-configured Primo front ends and back office access to be delivered by Lynn & Jim
Oct 14
Primo functional calls in October (see Basecamp to-do list: Primo (Training for Primo
administrators) - Oct 2016)
Thursdays Oct 6, 13, 20, and 27 at 1pm Pacific
Lynn and Jim will alternate leading the calls.
Calls will begin with a review of your submitted questions and then move to an open Q&A as
time allows.
I. Alma status
Data checking: Questions or cases to highlight?
Resource Sharing Governance Task Force
Next meeting: Sep 9 (topic: testing methodologies for RS)
Sample rota now set up for Sonoma, San Jose, Fullerton, and Cal Poly SLO
Reminder: Friday meetings become weekly for the month of October
Alma advanced functional calls to start in September
Timing
Poll top choices conflict with existing calls (Primo functional call & RS Task Force call)
Action item: Dolph discussing timeslot options with CO
Content being covered (schedule being finalized)
Effective searching methods and differences between Alma search and
Sierra/Voyager.
Detailed Metadata editor functionality and cataloging.
Creating and editing NZ bib records for ordering purposes.
Setting up and using import profiles
Merge rules & relationships to preferred records in both import profiles and external
resources searching.
PDA/DDA
E-resources activation, video streaming and how its handled if only certain campuses
subscribe
Shared e-resources activation
Advanced Terms of Use troubleshooting
Additional questions around workflows incorporating the Network Zone.
NZ admin and shared acquisitions
Batch change of bibs (normalization rules)
Batch change of inventory and other data (jobs)
More training on Analytics
Step-by- step Peer-to- peer Resource Sharing
Scope
Advanced functional topics, including your requests & suggestions
Building on workshop coverage and project timeline
May be informed by training videos and other doc, but not necessarily a direct review
of training sessions.
Chat transcript
[9/7/2016 12:58 PM] Alice Kawakami-CSU:
I'm here!
[9/7/2016 12:58 PM] David Walker:
me too!
[9/7/2016 1:03 PM] Tim Strawn:
Primo Display: Any reason why, in either UI, we do not see any subject headings displaying in a detail record?
How many examples do you need - we see NONE displayed in ANY records
[9/7/2016 1:04 PM] Tim Strawn:
I wil lsend 10 to BAseCamp
[9/7/2016 1:05 PM] Dolph Chaney:
Tim and others: If you're seeing records with subject headings in the bibs and these are not showing in
Primo, please send MMS ID with Basecamp post.
[9/7/2016 1:05 PM] Tim Strawn:
Thanks Correct
[9/7/2016 1:07 PM] Braden, Mark E:
I opened #00314652, it's in Tier 1 Analysis
[9/7/2016 1:09 PM] Braden, Mark E:
Svetlana, I believe. I'll watch for responsel.
[9/7/2016 1:09 PM] Svetlana Smirnov:
It is in my responsibility
[9/7/2016 1:10 PM] The Fullertons:
should we all say hello?
[9/7/2016 1:11 PM] Stratton, Stephen:
LOL
[9/7/2016 1:12 PM] Renaldo Gjoshe:
if any of the other campuses feel strongly about wanting to participate in the resource sharing pilot, is that still an
option?
[9/7/2016 1:14 PM] David Walker:
Perhaps we can take this to Brandon and the Taskforce
[9/7/2016 1:14 PM] Rae Ann Stahl:
Julie isn't on this call.
[9/7/2016 1:14 PM] Renaldo Gjoshe:
no problem. i can follow up with them.
[9/7/2016 1:14 PM] Maritime:
Primo (new) - looks great in Chrome & Firefox - several display errors in IE
Is that a known issue.
[9/7/2016 1:20 PM] Lynn Higgins:
There is a known issue with IE 11 described in
____https://knowledge.exlibrisgroup.com/Primo/Release_Notes/2016/02August_2016/Primo_August_201
6_Known_Issues
The issues are:
With IE11, we are still facing performance issues with the following:
Full Display page
Usage of multiple facets
Switching between tabs in My Library Card
[9/7/2016 1:25 PM] Dolph Chaney:
(Note: Lynn & Jim will be running a deploy of the view for each institution, particularly to help with some
issues re the new UI)
[9/7/2016 1:25 PM] Braden, Mark E:
Lynn's voice cut off-- is that only my audio?
Now I hear Dolph, so all is well. :)
[9/7/2016 1:27 PM] Tracey @ CSULB:
Good luck with that.
[9/7/2016 1:28 PM] Christina (CSUCI):
thanks dolph
[9/7/2016 1:28 PM] David Walker:
thanks!
[9/7/2016 1:28 PM] Alice Kawakami-CSU:
thanks