Notes 2/8/17

CALSTATE weekly call

Wednesday, February 8, 2017

11:00 AM

~~START RECORDING~~

 

I. Primo status

 Primo February 2017 Release – delivered Tuesday Jan 31

o Link to Release February Release Notes

https://knowledge.exlibrisgroup.com/Primo/Release_Notes/2017/04February_2017

o Link to February Release Highlights

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Highlights/02

9Primo_February_2017_Highlights

 Config tasks: Lynn/Jim in progress with add’l NR changes from CSU Discovery Group

 Rules from consortium workbook are in place now

 Examples from Discovery Group are being checked & new rules in progress

 Resource Type facet, print/e-book split are in progress w/ fix (next renorm)

o Renorm will start Thursday; rule changes should be in place next week

o After this, ownership of rules will move to CSU with ExL assisting

 Publishing job will continue to be run manually (by ExL) 2x/month

 Authentication

o display of user’s name rather than ID – addressed by Wei

o CSU progress (Dave): progress is continuing steadily; campus IdP’s need updating,

and one by one those are taking place (please check with your local IT if this is not

occurring)

 Primo advanced functional calls (Thursdays, 1-2pm Pacific)

o Topics

 Feb 9 - Using the sandboxes and setting up/scheduling pipes (Lynn)

 Feb 16 - Primo Analytics (Jim)

 Feb 23 - Boosting (Lynn)

o New WebEx call details:

Link -

https://proquestmeetings.webex.com/proquestmeetings/j.php?MTID=mb82eb60e08f3b9587

f5db37cf0d32a33

Meeting number / password: 713 230 978 / CalState!2017

1-408- 792-6300 Call-in toll number (US/Canada)

1-877- 668-4490 Call-in toll-free number (US/Canada)

Browser requirements: Please use a Java-enabled Internet browser (IE preferred)

II. Alma status

 Reminder: Acquisitions

 Test rollover: if your institution hasn't run fiscal rollover in their institutions

yet from FY 2015, do so. (log cases for any questions & issues)

 Alma Health Checklist questions

 Please upload as file to Basecamp (deadline: Feb 15)

 Tip: put Alma institution code in file name and add label “Alma Health

Checklist” -- Ex. Sonoma: 01CALS_SOL - Alma and Primo Health

Checklist.docx

 Alma advanced functional calls (Thursdays, 9-10:30am Pacific)

 Topics for February (more topics to be added soon!)

 Feb 9 – Fulfillment: fines/fees; lost item tracking and reporting

(Megan)

 Feb 16 – Serials part 1 (Laurie)

 Feb 23 – Serials part 2 (Laurie)

 New WebEx call details

Link:

https://proquestmeetings.webex.com/proquestmeetings/j.php?MTID=ma20c2acac9adac3a

bba1c35db27bfdbd

Meeting number / password: 719 859 699 / CalState!2017 

1-408- 792-6300 Call-in toll number (US/Canada) 

1-877- 668-4490 Call-in toll-free number (US/Canada) 

Browser requirements: Please use a Java-enabled Internet browser (IE preferred) 

Chat transcript

from Mike to Everyone:

good!

from Jeremy of Humboldt (privately):

what about us who didn't migrate acq data?

from Jeremy of Humboldt to Everyone:

OK, seems to be working 4 us

from Mike to Everyone:

We are having course reserves issues. should we just check no and move on?

from Mike to Everyone:

ok

from Megan Drake (privately):

Do you want to give an update on my OOO?

from Tracey@CSULB to Everyone:

Megan, you need tol learn to take better vacations if you are working 1/2 days in Oregon.

from Megan Drake to Everyone:

I'm working half days due to Israel touristing. Otherwise, there's no way I'd be workign on vacation. :)

from Mike to Everyone:

word

from Yvonne (CPP) to Everyone:

have a great vacation, Megan!!

from Jeremy of Humboldt to Everyone:

enjoy Megan, northcoast rules