10m | Welcome/Announcements | @John Wenzler (Unlicensed) | COLD meets again on November 30 & December 8. John will share: The report on Rapido, written by Mallory and the campus development partners. It was relatively positive, but this is a bad economic environment. John will also share the report with the Steering Committee. Reminder of contract renewal in July, with an eye toward again assessing the total number of named users and bib records. Recommendation that campuses extend due dates for items both checked out locally and via resource sharing to June 15, with the proviso that some campuses, including those using HathiTrust, may need to have exceptions. Current due date is January 15.
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50m | Reports | All | Acquisitions @ANGEL PICHARDO (Unlicensed) In November’s committee meeting, we discussed Brandon’s ALMA survey concerning issues we perceive or have issue with in ALMA. We also heard from Jessica concerning NZ ordering. We gave the feedback to both Brandon and Jessica.
Assessment & Analytics @Laura Krier (Unlicensed) We are working on putting together some recommendations for COLD regarding usage data reporting for ACRL this year; there are going to be some oddities because of the transition from COUNTER 4 to COUNTER 5, and some discrepancies in how ACRL is asking for this data to be reported. More details will be forthcoming.
Discovery @Gabriel Gardner (Unlicensed) See Primo VE item below. Ran own satisfaction survey based on Brandon’s chair survey. In general, folks are satisfied-ish with Primo, but complaints are focused on CDI and other metadata issues. Considering new sets of icons. Will roll out custom icons at three different campuses.
ERM @Kate Holvoet (Unlicensed) Reminder to campuses to give Jessica your preferences for CDI settings for NZ databases by the end of the semester. You can find the spreadsheet and instructions (on a separate tab) here. Confluence documentation for ordering from the NZ needs to be updated. You can now search the NZ and find local institution orders. The NZ resource ordering process with new NZ search capability documentation is being worked on by Jessica and Shaunt Hamstra from East Bay will begin working out new documentation after the semester is over. ERM and the Assessment and Analytics Committee will be starting a task force to determine the feasibility of conducting an overlap analysis that includes both NZ and IZ content. The Committee is also still spending a lot of time focused on CDI issues, while anticipating potential impact of Primo VE on CDI issues. Jessica has a lot of work to do because of how CDI is set up for consortia.
Fulfillment @Jamie Lamberti (Unlicensed) Completed the Course Reserve Interview Summary. Interviews were conducted in Fall 2019. Locker documentation and photos have been posted to the Locker page on Confluence. Hosted a Lockers Open Forum on November 6 with members of the Resource Sharing Functional Committee. Gathered information for the 2020 ULMS Satisfaction Survey. Began working on Fulfillment Tips for the new UI. Posted the Cal State Walk-in User (Visiting Patrons) Configurations.
Resource Management @Mark Braden (Unlicensed) See NZ Management Merge/Overlay Policy item below. The Authority Control Task Force worked in Spring, despite the turmoil of pandemic impacts, and offered their Final Report at the end of June. I offer it to the Steering Committee for discussion and/or action on the Task Force’s Recommendations: [Structure] Rename Task Force as the “Authority Control Working Group” composed of6 members at the consortium level to perform authority work; [Training] Provide training in the use of the functionality in Alma to future new members, including use of PTC macro; troubleshooting and editing of records; [Workflows] Work should focus on LC Names Synchronize work to benefit from OCLC updates to the master record by troubleshooting authority reports for the previous month; Establish workflows to avoid duplication of work troubleshooting reports and coordinate efforts with CSU NACO Funnel Group to submit NAR requests, as needed;
[Assessment] Perform assessment of the work and provide periodic updates.oCompile statistics (headings and records revised); and provide quarterly reports to the Resource Management Functional Committee.
They call for an ongoing effort on Name fields identified by the Preferred Term Correction and related Authority Control reports in the CSU Alma. The members of the Task Force are all prepared to continue their work, if the proposed Authority Control work is accepted as a continuing part of ULMS operations. The Task Force is not attempting to do everything that Alma Authority Control reports might point out—rather, the proposal focuses on Name fields, with changes made in OCLC Master Records as possible. Where a Name Authority record in LC/OCLC needs changing, the information would be fed into the CSU NACO Funnel, for possible action by a member of that group. These are not unusual or ‘extra’ activities—rather, they help keep Alma functional. One statement that Brandon has heard me say in conversations about this AC effort: The CSU Libraries are a very large organization/consortium, with Systemwide Collections/Resources that are just as substantial/varied/focused as R2 or even some R1 Libraries. The CSU Consortium is learning to be a Consortium Library system. We cannot do _everything_ that other large libraries do, but we can do _something_. One example of that ‘something’ is this work in a segment of Authority Control. It will offer direct benefit to the CSU Libraries (in OneSearch Discovery, not just “internal” work), and additionally serve the larger Library community, particularly those who rely on OCLC WorldCat for their metadata, and discovery systems that use the LC/OCLC Authority Files. Resource Sharing @Natalya Magazino (Unlicensed) 21 out of 24 campuses are active with CSU+, with Long Beach having resumed most recently. Procedures for configuring the “Complete Lending Request” pop-up in the Scan In interface (from July release) are up on the wiki. The RSFC presented on how and why campuses should configure at November’s I-SPIE TV meeting. Presented at Locker Open Forum on 11/9, demonstrating CSU+ and ILLiad workflows for the lockers. Working on ensuring recommendations for holiday closures are up to date and ensuring Unity is aware of campus closure dates.
At Large Report @Nerissa Lindsey (Unlicensed) |
10m | NZ Management Merge/Overlay Policy | @Mark Braden (Unlicensed) | The Network Zone Management Group has prepared a Policy regarding Import Profiles used by the CSU Libraries that load records into the Network Zone. As they’ve studied the records that have been loaded by CSU Libraries, they’ve recognized the need for such Profiles to use two settings: Requiring these settings will reduce the incidence of overlays that cause problems in Alma for the member libraries. It reinforces the fact that the Network Zone is built using OCLC WorldCat records, and any incoming records must “play nicely” and match/merge appropriately to prevent unwanted overlay (resulting in problems and confusion in operations, particularly Discovery and Resource Sharing). This essentially firm-ups and codifies what is already best-practice.
Policy was approved. |
5m | Primo VE Update | @brandon dudley (Unlicensed)
@Gabriel Gardner (Unlicensed) | We will essentially be beta testing the Go VE process for consortia. Discovery and Resource Management committees will define a formal process for evaluation, and participating campuses will carry out the actual work. All campuses can nevertheless view the process and the live Primo VE instance. There will be a January 11th kick-off meeting. Project will follow the same basic structure as the Alma/Primo implementation, using Basecamp.
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10m | Satisfaction Survey | @brandon dudley (Unlicensed) | This version of the report will go to COLD. The report to Ex Libris (~40 pages), which will come out later, will contain a lot more in-depth information. Previous satisfaction surveys have been circulated widely within Ex Libris, including to top executives and product managers. How well we describe our issues will determine whether we get any meaningful traction and improvements from ExL. Need to really flesh out and prioritize these. Satisfaction levels are roughly the same as last year (staff now more in line with chairs), but there is growing dissatisfaction on big issues, including CDI, COUNTER 5, and vague displeasure with Primo.
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