2021-09-14 Meeting notes

Date

Sep 14, 2021

Participants

 

  • @Karla Salinas (Unlicensed)

  • @Danny Soares

  • @David Rocha

  • @Holly Richmond

  • @Chris Lee

  • @Christina Misuraca

  • @Meghan Weldon

Goals

 

Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

3:00 pm

Unity Updates

 


3:15

RS Primo VE Check-in

 

  • Any noticeable issues/concerns

    • Article requests going out in CSU+

    • Duplicate items requested

3:25

Alma Enhancements

 

July 2021 Alma 2021 Release Notes - Ex Libris Knowledge Center (exlibrisgroup.com)

  • Quick Access to RapidILL Requests

Enables (back-end) users to easily and quickly access RapidILL requests in the system by introducing new tasks showing unassigned resource sharing requests 

  • Push User Records to ILLiad

Alma can now use ILLiad APIs to push user records to ILLiad (a resource sharing management system). The push will only occur if this is configured by the library and the user does not already exist in ILLiad. Before pushing a request to ILLiad, Alma will verify that the account exists and create a user account if not.

-can potentially create multiple ILL requests

-Must be connected by user ID number not the user name

Different than ILLiad Patron Loads?

August 2021 Alma 2021 Release Notes - Ex Libris Knowledge Center (exlibrisgroup.com)

  • Resource Sharing Directory - To add your institution to the Resource Sharing Directory, please contact Ex Libris if you would like to join a pod.

The Resource Sharing Directory is a global Community Zone based repository with up-to-date information about resource sharing libraries in Alma. Libraries can use this directory in order to create a resource sharing partner record and locate profile based on information that has  been contributed to the repository by the peer library itself. This greatly simplifies the process of creating resource  sharing partners, and reduces the chance of errors that  result in no communication between borrower and lender. Pulling a partner record from the community is described in Resource Sharing Partners.

CSUs will be added during Rapido Go-live

September  2017 Alma 2021 Release Notes - Ex Libris Knowledge Center (exlibrisgroup.com)

  • Data Visualization Reports

An exciting new tool Data Visualization (DV) was added as part of Alma Analytics’ move to the newer Oracle Analytics Server (OAS). It can be easily accessed for users with the Analytics designer role from the Analytics menu.

3:40

Goals/Others

 

  • Investigate Printing Improvements

    • Update/ revisiting Clean Slips printing procedures

      • revisiting any of formatting

      • Printing Updates in Alma

      • Updating Cleanslips may not be a sustainable option

      • Explore alternative options for printing

  • Any Particular Alma Enhancements (e.g. RapidILL)

    • In anticipation of Rapido(?)

  • Walk-in patron Policy

    • Timeframe: Spring 2020

Action items

@Karla Salinas (Unlicensed) Look at printing options for Alma

@Christina will Share SUNY Templates

@Chris Lee Will following up with Monique from Unity

Christina will create padlet to collect ILL community input for RSFC topics

@RSFC will reach out to I-SPIE Community, introduce RSFC

 

 

Decisions