2020-12-11 Meeting Agenda

1:00-1:15

CSU+ Again

@John Wenzler

COLD Delegated to ULMS Steering to determine extended due dates for CSU+. The committee decided to give all CSU campuses permission to extend CSU+ due dates through June 15, 2021. Every campus will continue to be able to establish its own due dates for local items held by local patrons. If staff have questions about the details or how to implement them, the ULMS Fulfillment Committee and the ULMS Resource Sharing Committee along with Chris Lee, our new Resource Sharing Manager at the CO can provide assistance.

1:15-1:30

ICPSR Records and other records to be added to NZ

@brandon dudley (Unlicensed)

We need a policy to provide guidance on what can be added to NZ and how. A working group consisting of Brandon, Mark, Kate and Nerissa has been created to work on a policy for assessing collections of records. The technical implementation can be handled, but assessment policy is the first step that needs to be addressed.

1:30-1:45

ULMS Satisfaction Survey

@brandon dudley (Unlicensed)

Open

Email Brandon any additional input. In the spirit of transparency, the full report will all details will be shared widely.

1:45-1:55

ULMS Meeting

@John Wenzler

There was a lot of discussion about paloozas at COLD. Do we want a ULMS meeting?

1:55-2:05

ULMS/STIM Collaboration

@Mike DeMars (Unlicensed)

Mike DeMars appointed as liaison to STIM, since we don’t have a systems functional committee and there are many projects that overlap between STIM and ULMS.

2:05-2:30

Committee Reports

All

Assessment & Analytics

• Went sent out a message to COLD regarding usage data irregularities we expect campuses to see when reporting for ACRL this year.

• We are in the process of reviewing the shared ACRL reports and will be sending out suggestions about their use to the Analytics listserv soon.

• We are looking at ways to evaluate usage data gathering practices across campuses and will hopefully have some recommendations to make comparisons across campuses more meaningful.

Discovery

The Discovery Functional Committee met on November 20^th to discuss current action items and Primo VE testing plan development. Notes are available here: 2020-11-20 Discovery Functional Committee Meeting notes  *Draft* plans are described or linked at the note page.

 The DFC is compiling a list of each campus’ Primo administrator; names are listed on the CSU Primo Instances page: https://calstate.atlassian.net/wiki/spaces/ULMSD/pages/78291823  Campus Primo administrators should look for correspondence from the DFC regarding VE testing instructions in the future. The DFC is developing the testing plan and will disseminate testing instructions; each campus Primo administrator will execute tests and report back via web forms.

 All extant documentation about the Go VE process has been collected on this page, courtesy of Christine Holmes: Primo VE Documentation  People who are interested in the process and want to learn more are encouraged to watch ‘Introduction to Primo VE’ and ‘Go VE: Learn about the New Self-Switch Process and Adopt Primo VE’ then explore other videos if they want further details.

 There will be a Discovery Functional Committee meeting on Jan. 15th. We will iron out final details in the VE analysis testing plans and disseminate the testing plan documentation and forms to the campuses shortly thereafter.

 The next Open Forum will be scheduled for either Jan 22 or Jan 29 (exact date TBD).

 If anyone at any campus has questions about the front-end analysis of Primo VE, they are encouraged to contact DFC chair Gabriel Gardner or vice chair Christian Ward.

Resource Sharing

• At least 5 campuses have suspended CSU+ as a result of stay at home order.

• Updated and distributed CSU+ Recommendations for Operations During Holiday Closures page on wiki.

• Decided to temporarily eliminate CSU+ request expiration last two weeks of December in order to prevent requests placed over the break from expiring and being cancelled.

• Looking into if there is a better solution for providing CSU+ requesting to CalState Walk-in users. Since Walk-in users cannot place requests in Primo, the current solution is for resource sharing staff to place requests manually. This would require each campus to develop some type of separate mechanism for accepting requests from Walk-in users (e.g. send email, separate form) which is not ideal.

• Also looking into November and December resource sharing related enhancements to see if any should be utilized.

Resource Management

• The Authority Control Task Force pursues its task, 5 members currently. Soliciting interest by folk to join and become the 6^th member. Time commitment: calls for approx. 3 hours weekly (+ or -)

• NO DEDUP – building a policy with helpful examples to shape use of the field that prevents merge of a bibliographic record

• Norm Rule Survey went to Discovery and Technical Services email groups

o   Responses were from individuals, not Libraries

o   Knowledge and use of Norm Rules in Alma and Primo is present in a few dozen people

o   Survey response available if you’re interested—contact Mark Braden

• Content Notes/Warnings (a.k.a. “Trigger Warnings”) – Committee continues to discuss

• RDA Toolkit changes—Affirmed following PCC practice (defer full use until 2022).