2021-04-09 ULMS Steering Committee Meeting Agenda
Date
Apr 9, 2021
Time
1-2:30
Zoom
https://csueb.zoom.us/j/531982611
Participants
@John Wenzler @ANGEL PICHARDO (Unlicensed) @Mark Braden (Unlicensed) @brandon dudley (Unlicensed) @Gabriel Gardner (Unlicensed) @Jamie Lamberti (Unlicensed) @Kate Holvoet (Unlicensed) @Mike DeMars (Unlicensed) @Nerissa Lindsey @Natalya Magazino (Unlicensed) @Adriana Popescu
Discussion topics
Time | Item | Presenter | Notes |
---|---|---|---|
1:00-1:05 | Welcome | @John Wenzler |
|
1:05-1:30 | COLD Report | @John Wenzler |
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1:30-1:45 | CSU Libraries Data Warehouse or Data Lake | @Laura Krier
| For reference see: John will discuss next steps with Carlos, as it is not clear what information/data COLD wants or needs. Depending on what is needed, developing this data warehouse may go beyond the scope of the ULMS Steering Committee. |
1:45-2:00 | CSU+ Due Dates Fall Prep questions for ULMS | @Natalya Magazino (Unlicensed) | Resource Sharing and Fulfilment groups have been tasked to bring forward recommendations to COLD and the CSU libraries with regards to quarantine periods and if or not to extend CSU+ due dates. Broader recommendations on any other planning aspect for reopening libraries in the fall would be helpful to COLD and to all libraries. |
2:00-2:30 | Reports | All | Chancellor’s Office
Resource Sharing
Resource Management
Fulfillment
ERMCDI Watch party 2 - Alma activations settings: <https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=video&cd=&cad=rja&uact=8&ved=2ahUKEwj6_eqbnOrvAhUUsZ4KHdQVB9gQtwIwAHoECAYQAw&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DYAZ7wBBTzTQ&usg=AOvVaw24S3BeVAVf8xLSInrQoE9G> · Source record for CDI records indicates which collection is responsible for why that record is showing up, but it may not be the actual source of the metadata. · The CDI source collection name may not map perfectly to the alma collection name because it is a Summon 360 collection name (CDI is the combination of Alma and Summon central indexes, but the source can only pull from one source, and that is Summon 360). o You can check the collection title crosswalk from the CDI Collection List, which can be found here: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/Alma_-_CDI_Single_Activation/CDI_Collection_Lists_for_Alma_Customers#CDI_Collection_List
From Jessica on Slack:
Additionally, CDI records originating from an inactive CDI collection diminish user experience. Libraries would like the option to have those records removed. a. We want a way to resolve metadata errors more easily than submitting a Salesforce case, ideally by ourselves. b. We need tools for identifying the source of the metadata (rather than just the source collection in CDI, which we have been told by Ex Libris may not be the source of the metadata). These tools should be easy to use and have documentation. c. We need training to read the CTO record to understand it and to be able to identify what the metadata errors may be. a. We want CDI updates and indexing to be faster, ideally closer to 48 hours than even 72. Other examples: In Academic Core Plus, Ex Libris updated every portfolio with the wrong linking so we had to correct the linking for all of our subscribed portfolios. CSU Fullerton reported that 450 records were removed by Ex Libris from their Alexander Street Press American History in Video collection during a recent CZ update. Another CZ update broke the Safari e-book parser, which took two weeks for Ex Libris Support to address and meant a loss of access to one of our largest e-book packages for a significant amount of time. There have recently been higher than normal reports of broken links in the OA e-collections, necessitating manual intervention and individual reporting to Ex Libris Support. Additionally, frequently ebook records loaded from the CZ lack basic access points such as subject headings or anything other than a title and author. To make the records usable for patrons, campuses would have to manually improve the records, or choose not to use the CZ records and import the data from somewhere else, which is more work than using a CZ collection. If there is going to be a collection in the CZ, the metadata should conform to a basic record standard that includes enough information for patrons to actually discover the item, otherwise, there is no point in having the record in our system. a. We want CZ updates to be accurate. When a CZ collection update has errors, Ex Libris should take the responsibility to fix the collection in such a way that their entire user base isn't tasked with manually updating collections to address the error, or deleting their collection (often with local information), reimporting the entire CZ Collection, and manually adjusting portfolios to reflect local changes (again). b. We want ebook CZ collections to have a title, author, original publication date, and subject headings at the bare minimum, as these are needed for basic discovery. We would prefer to have records comply with the full-level OCLC encoding standard. https://www.oclc.org/bibformats/en/onlinecataloging.html#levels · How PrimoVE merges multiple catalog records PCI to CDI - A comparison of FRBR grouping and Match and Merge · Troubleshooting CDI issues Central Discovery Index (CDI) - Troubleshooting Tips and Tricks o How to view the CTO record: o Link in record example (display CTO link shows under the title) o Link Resolver example: DiscoveryApril is the designated month for data collection during the Primo VE evaluation. All campuses should aim to have all data submitted by Friday April 30th for it to be considered. The final decision as to whether the CSU system moves to VE or stays with Primo Back Office will be made by the DFC in late May. If the decision is to Go VE, a tentative go-live date for VE to be in production is Monday June 21st. As a reminder, the timeline for the evaluation can be seen at Primo VE Evaluation Schedule Detailed discussion on the testing plan can be found in the recorded 5th Go VE Forum: https://csulb.zoom.us/rec/share/3AXC7p6TW8_vz9U9N-kDja85c9YuebGPWsh4JJUlSNR5EpeCGsXdvO7vvPnBMcv6.nzBFWsD9eWAJRmbl. Links to the testing forms have been provided to the campus Primo/Primo VE admins at each library. Most testing and evaluation data relies on their expertise and input. However, there are two testing areas where multiple responses per library are welcomed, you may find them immediately below: PRIMO VE Front End Usability Survey (keep in mind that your library may not have VE fully configured, check with your campus Primo admin if you have any questions) Primo vs Primo VE Results and Relevancy (keep in mind that your library may not have VE fully configured, check with your campus Primo admin if you have any questions) Unrelated to VE, Ex Libris has suppressed the display of certain racial slurs. See their ‘Policy Regarding Subject Headings in CDI’ for details: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/Ex_Libris_DEI_(Diversity%2C_Equity%2C_and_Inclusion)_Policy_Regarding_Subject_Headings_in_CDI_(Central_Discovery_Index) The title of the policy is a misnomer because as best we can tell the suppressed terms were introduced via author-supplied keywords; they are not valid LCSH data. How and why such keywords get added to the records displayed to end users as “Subject Headings” is beyond the scope of this message but Chair Gardner recommends reading Masked by trust : bias in library discovery http://www.worldcat.org/oclc/1200667767 if anyone is interested in the details. This information is of particular importance for librarians working with the sociology, history, and linguistics fields because cursory examination of results including the now-suppressed terms comes predominantly from those three fields. Assessment & AnalyticsWe are working on putting together a report from the recent SUSHI/Usage Data survey and coming up with a plan for training and documentation for libraries on using SUSHI and Usage Data in Analytics. AcquisitionsDiscussing alternative communication methods with committee to foster ongoing discussions within acquisitions community |