2021-12-15 ULMS Steering Committee Meeting Agenda

1:00-1:05

Call To Order

@brandon dudley (Unlicensed)

Welcome Meghann Weldon!

1:05-1:20

COLD Update

@Adriana Popescu
@David Walker

• Elsevier renewal a major focus, as well as content to support new Ethnic Studies requirements

• Finalizing joint statement with UC & SCELC to support collaboration in content negotiations

• Articulating a need for additional support from Office of General Council on copyright issues

• Thinking through COLD committee structure, especially in terms of dean participation (see below)

1:20-1:35

Satisfaction Survey

@brandon dudley (Unlicensed)

• Looking for a single response for chair’s survey, summarizing what you have heard

  • This helps focus issues and concerns

  • Due January 3

• One overall summary goes to COLD, another version to Ex Libris, along with raw responses

• Informs a prioritized list of issues that Ex Libris should focus on

  • Hoping to meet with ExL in Spring

  • This year:

    • extra focus will be put on Discovery (was not prioritized last year due to Primo VE)

    • less focus on Resource Sharing (due to Rapido implementation in Spring)

• Up to chairs how to handle feedback on problems that have already been fixed

  • but clearly these should not be highlighted

1:35-1:55

Committee Business

All

• Inclusive Description & Linked Data task forces now created

  • with chairs, charges

  • spinning up in January

  • Linked Data will have ties to Discovery

• NZ OCLC Record refresh request from the NZ task force

  • Will disable preferred term correction job

  • Reload all 9 million NZ records from OCLC

  • Will overwrite incorrect changes from previous jobs

  • Will work with Ex Libris on schedule

Open

• ELUNA Primo Working Group enhancement system updates

  • (an aside: being on ELUNA working groups lets you find out information well ahead of time)

  • Have run into issues, concerns about new voting system

    • especially from IGeLU

    • and how to handle consortia

      • Alma Consortia Advocacy Group (ACAG) also advocating for different ways to address consortia needs

  • May not have a new system in place for 2022

• Primo full text / no full text label

  • long-standing issue

    • label flips from ‘available’ to ‘not’ (or vice versa) due to caching

    • presents slightly differently in Primo VE

    • ExL fixing this would require major architectural change

  • We can make the label more generic to obfuscate the problem

    • not an awesome solution, for various reasons

• EBSCO linking issues

  • Problem for decades

  • Both ExL and EBSCO pointing fingers at each other

  • ExL has a major linking initiative under way

    • perhaps best to see where this initiative goes before taking this to next level

if there’s time

Questions from COLD Bylaws task force

@brandon dudley (Unlicensed)

• Will wait until next meeting in January to discuss

1:55-2:00

Final comments

@brandon dudley (Unlicensed)

Assessment & Analytics

@Christina Hennessey (Unlicensed)

The ULMS Assessment & Analytics Committee has not scheduled a meeting for December 2021 yet due to schedule conflict for our regular December meeting, and the need to review survey results later in the month.

Accomplishments this month:

1. Finished designing Analytics survey with two parts – questions for the Ex Libris support annual satisfaction survey for chairs to determine the top Analytic concerns of the CSUs, and questions about the type of event the ULMS group should hold in 2022 to best serve the CSUs Analytics needs. Survey was distributed December 2, 2021 to the listserv and #analytics Slack channel and will close December 15, at which point the group will review the results to determine the top issues for the chair survey results, and to start designing our 2022 event(s). Please fill out the survey if you have not yet at: https://forms.gle/Xrvnwry5nxSsZDDy6. 

2. There is no update on the renaming and deletion of Shared Folders in the Analytics area. Ex Libris is investigating the problem. We have deleted folders as instructed and they reappear each week during the Friday Analytics server sync. The committee apologizes for the delay and confusion in this work as there are now two copies of similar folders in this area. Please reach out to the committee if you are not sure which updated folders to use.

Discovery

@Christian Ward (Unlicensed)

DFC met and discussed the following items:

• Wiki page content update: a new design layout and organization for the wiki page has been created. The DFC will survey the discovery group in January for feedback and suggestions on the new design. 

• Primo VE Satisfaction Survey: the DFC surveyed the discovery group about Primo VE issues and satisfaction and will; compile the results later in December. Final results will be submitted to Brandon in early January.  

The DFC hosted the next Discovery Open Forum (12/10/2021), topics covered include:

• Quick Tip: Managing the Primo VE customization package on a Mac OS using the command line and zip to exclude the .DS_Store files that cause issues with Alma.

• CSU Primo Search Scope Analysis Results: Gabriel Gardner and Heather Cribbs presented findings on a CSU-wide analysis of Primo search scopes. The findings suggest that less scopes are more helpful for users, and most users do not sign in to use Primo. Full report details available in February 2022.

• ScholarWorks records in Primo VE: Brandon Dudley has configured campus VE instances to show ScholarWorks records as per each campus's preferred setup response. Documentation has been added to the Discovery Wiki. 

• Primo VE Updates: Brandon Dudley will continue to send Primo VE feature updates to the Discovery Listserv, but the DFC would like to know if other communication options would be helpful for campuses to stay informed about new Primo VE features. The group is fine with the current process, but the DFC may feature new Primo VE updates as a regular part of open forums. 

Next DFC meeting: January 1/14/2022.  

ERM

@Ilda Cardenas (Unlicensed)

Our last meeting was a continuation of our November meeting, I didn’t take minutes, but we have homework for January. This is what we discussed:

Test “exclude CDI ebooks” configuration option and bring comments for recommendation from the group.

Discuss this ExL idea: Display both link in record and links from link resolver in CDI

• Although this isn’t a hybrid link issue, this idea would show CDI records with both link in records and link resolver records to users.

• Can you all think of any reasons why this wouldn’t work for our users? Bring your ideas to our next meeting.

Please also run some tests for hybrid links and bring your thoughts on this for next meeting!

• Here’s more information on hybrid linking: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Knowledge_Articles/Hybrid_Collections_in_CDI

Last but not least, I forgot to share the ExL satisfaction survey, please fill it out by December 17, 2021! I’ll analyze and compile the results and send it over to Brandon.

Fulfillment

@Kelly Ann Sam (Unlicensed)

• Sent out Leganto Survey – planning for a winter intersession Open Forum, dependent on volunteer’s availability 

• Alma/Primo VE Satisfaction Survey

  • Sent out Alma/Primo VE Satisfaction Survey to Access Services listserv – Deadline 12/17/21

  • Help Satisfaction Open Forum on 12/13/21

  • FFC reviewing survey results and open forum discussion to determine top issues

Resource Management

@Brinna Pam Anan

The ULMS Resource Management Functional Committee met Tuesday, December 7, 2021 from 1-2 PM.

1. ULMS RMFC meetings are still scheduled monthly on the first Tuesday of the month from 1-2 PM for 2022.  Our next meeting will be on Tuesday, January 4, 2022 at 1 PM.

2. The Inclusive Description Task Force has a Chair and four others interested.  Work would potentially begin in January 2022.  

3. The Linked Data Task Force also has two Co-Chairs and seven others interested.  Work would potentially begin in January 2022.  Task Force reports will be submitted to the RMFC on a monthly basis.

4. The ULMS Resource Management Satisfaction 2021 Survey went out on Monday, November 29 with a close date of Friday, December 10.

5. The RMFC approved the NZ Management's Group's suggestion to go with SAC's recommended subject headings of "undocumented immigrants" and "noncitizens" over LC's "noncitizens" and "illegal immigration."

6. The RMFC is still on board with the NZ refresh, but Ex Libris and other consortium will be consulted to check for any unwanted effects or consequences of an NZ refresh as it's never been done before in the CSU NZ.

Resource Sharing

@Meghann Brenneman (Unlicensed)

 For the RSFC, we thank Karla for her leadership and time thus far  but she had to step away from working on the committee. This departure left some holes that have been filled. 

• Meghann has moved from the vice chair role into the role of chair, 

• Tina from Chico has taken on the role of vice chair

• Stacy from Fullerton has joined the team

The RSFC held an open forum  on 12/14 to collect and review feedback from the satisfaction survey.