WF/TF Goals & Statuses
Access Services
ULMS Fulfillment Functional Committee
Task Forces
- Alma Letters / XSLT (Joint Access Services - Systems Task Force)
- Financial Data
- Fulfillment and Financial policies
- PeopleSoft / Patron Data
- Reserves
- Resource Sharing Governance Task Force
Analytics
Goals
| Goal | Action | Due Date |
|---|---|---|
| Establish an email alias for the Analytics group communication (to allow CSU library personnel to ask questions as needed) | Request to Brandon Per Brandon, we can set this up closer to go live. | 6/15/17 |
| Determine how CSU campuses need to configure their local fields to be mapped for analytics (LOCAL PARAMS = 9xx fields; up to five can be mapped by EL for use in analytics). | Documentation created: 9xx Local Params, discussed at February 9, 2017 Technical Services Open Forum. | 2/28/17 |
| Develop a communications plan to alert the campus libraries and the implementation of the work of this group. | Divided communication responsibilities | 2/28/17 |
| Establish the role for this work group post-implementation, including composition and work goals. | See questions sent to Implementation Team 3/27/17 | 4/30/17 |
| Develop a division of labor among the Analytics group members and other campus experts to create the reports needed by the CSU system and establish mechanisms for sharing completed queries for the use of all | Discuss at future meetings See draft page (viewable only to analytics group) /wiki/spaces/ULMSR/pages/79369728 | 4/30/17 |
| Establish division of labor to work cooperatively and effectively alongside the EAR Committee's Electronic Resources – Analytics Subgroup | C. Perruso is member of the EAR group | 4/30/17 |
| Explore advanced Alma analytics features such as link resolver analytics to meet CSU library reporting needs | K. Schlesser will explore Usage via Alma Link Resolver | 9/30/17 |
| Establish a joint task group with the ULMS Discovery Group to explore use of Primo Analytics | K. Schlesser will liaise with Discovery group | 9/30/17 |
| Establish policies/procedures for working in the NZ Analytics instance | Login for campuses requested. | 4/30/17 |
Task Forces
Discovery
ULMS Discovery
Task Forces
- Outreach Task Force
- Results Boosting & FRBR
- Third Party Integration Task Force
- UX Best Practices Task Force
Systems
ULMS Systems & Development
Task Forces
- ASRS
- Alma Bursar / Fines and Fees Integration
- Alma Letters / XSLT (Joint Task Force w/Access Services)
- Alma Import Profiles (Joint Task Force w/Tech Services)
- Alma User API Integration
- ILLiad / Alma Integration
- Learning Management System Integration
- RFID
- Self Check Machines
Tech Services
ULMS Technical Services
Goals
| Description | Responsible Group/Task Force |
|---|---|
| Identify, develop, and revise policies and procedures governing work in a shared environment (Network Zone). | |
| Monitor, assess, and support the work of Technical Services task forces. | TS Leads |
| Identify and propose solutions to problems. | TS Leads & Task Forces |
| Collaborate with Working Groups (Discovery, Analytics, and Systems) in support of work across areas related to the display and indexing of data, statistics, and configuration of systems and import profiles. | TS Leads |
| Identify and assist with frequently asked questions about technical services problems in Alma (e.g., via FAQs). | TS Leads |
| Communication and troubleshooting: Continue to host Open Forums to disseminate information, discuss policies and procedures, and solicit input from TS Working Group; and encourage the use of Slack for reporting and troubleshooting technical services problems. | TS Leads |
| Assess additional resources (e.g., personnel) needed to support technical services work in a shared environment. | TS Leads |