2022-03-16 ULMS Steering Committee Meeting Agenda

1:00-1:05

Call To Order

@brandon dudley (Unlicensed)

1:05-1:20

COLD Update

@Adriana Popescu
@David Walker

1:20-1:35

Satisfaction Survey/ExL Updates

@brandon dudley (Unlicensed)

1:35-1:55

Committee Business

All

1:55-2:30

Big Idea

@Christian Ward (Unlicensed)

Assessment & Analytics

@Christina Hennessey (Unlicensed)

Agenda/Discussion

Update on Shared Folders area in Analytics

The problem with automatic Shared Folders deletion of Analytics reports, folders and dashboards is finally solved. The items I had marked for deletion have not returned for three weeks now.

If you accidentally create a report in the Shared Folders/Community/Reports/Institutions/CalState that you don’t want there or don’t need anymore, please contact a member of the committee to remove it. Removals happen automatically each Friday evening.

       Our cleanup project of Shared Folders/Community/Reports/Institutions/CalState is complete.

ACRL/IPEDS data support 

The committee has been busy helping CSU folks who have questions about the ACRL/IPEDS reports. Those reports are not due until March 31, 2022 but most folks needed to give statistics to administration a few months ago. Please reach out if you still need help with these reports in Shared Folders/Community/Reports/Institutions/CalState/ACRL IPEDS Official ULMS folder.

       The NZ report CalState – 41. Digital/Electronic Databases had an error with the prompt reported by a few institutions. Jung Ah fixed this for everyone on March 2, 2022.

Wiki updates/changes 

       The group has made a lot of great changes to the ULMS Assessment & Analytics wiki page this academic year: https://calstate.atlassian.net/wiki/spaces/ULMSR  and our work is completed.

Analytics webinars/workshops

Christina did a demonstration of the inventory breakdown report that was shown at the end of the Cataloging Analysis Best Practices, Ex Libris, February 22, 2022 webinar.

Upcoming: The New and Improved Alma Overlap Analysis Tool, Ex Libris, March 29, 2022 7am Pacific Time.

Overlap analysis discussion

The committee discussed the current overlap and collection analysis tool and looked at the differences that will happen with the tool in the March 2022 release (Sunday, March 6). The improvements look great from this 5-minute preview video: https://youtu.be/UHF6Vu6A2Yw

The new tool will allow us to compare IZ, CZ, and NZ holdings.

The committee will try out the new tool before the next meeting and report out to the CSU what we find out.

Also a reminder about the overlap analysis reports in the dashboard area:

/Shared Folders/Alma/Titles/Reports has many overlap reports of different types, or you can see them all in a dashboard at: /Shared Folders/Alma/Titles/Dashboards/Title level overlap analysis.

P = print

E = electronic

D = digital

Start working on summer Analytics webinar

We discussed more plans for a summer Analytics event based on the results of the December 2021 Analytics survey. June 2022 will be best so Christina will send a Doodle to check availability and check with CO on CSU-wide events. 

Next meeting: Wednesday, April 13, 2022 11am-noon

Discovery

@Christian Ward (Unlicensed)

The DFC held and open forum on February 18th and presented/discussed the following topics:

• Wiki Site feedback results were shared with the group.

• The DFC provided a recommendation for troubleshooting availability indicator issues; report all issues to your ERM staff to resolve within a record and setting in Alma. The DFC does not recommend changing display labels to resolve issues. 

• Primo VE Dedup/FRBR presentaiton; an overview of the configurable dedup/FRBR settings in Primo VE, and how to troubleshooting dedup/FRBR issues.  

DFC met also met on March 11th and discussed the following:

• Ex Libris would like to discuss the customer satisfaction survey in greater detail. Brandon, David, Christian and Ian will bee to discuss specific talking points.

• Scholarworks changes may trickle down to OneSearch as time goes on; requiring adjustments to record displays.  David will keep the group updated.

• The group discussed the Angular JS support in Primo VE going forward. David made several changes to the central package during the Go Live process in anticipation for the coming updates.

• The Rapido implementation will impact discovery record display. As more campus begin implementating Rapido, the DFC will having a clearer idea of the necessary changes.

• Orbis Cascade Alliance has requested several NERS enhancements me combined into a single item: "Requesting Flexibility in Primo VE Local Resource Type Configuration." Campuses should vote for this new enhancement in order to have more control over resource type faceting and searching.

• It has been reported that incorrect electronic services are displaying on video resources, and Project Gutenberg services are displaying for non-books. It is being investigated. 

• The DFC is scheduling a demo of LibKey to determine the capabilities of the software. This may provide a more robust Quicklink-style functionality in Primo VE.

• Archival Material type update: all but 200 records have been fixed by OCLC. Brinna Pam Anan is working with campuses to resolve the remaining records.

• The Discovery wiki site will be updated by the end of March, reflecting the new design and taking into consideration feedback from the Discovery community.

• Subject Browse searching is still broken. A case has been filed, but no timeline for resolution has been provided.

• The group has begun discussing how to evaluate the accessibility of Primo VE. We are exploring both Ex Libris provided documentation and other institution assessments to determine the best course of action.

• Next Open Forum is April 8th @ 1pm

Customer Satisfaction Survey Huddle

• Brandon, David, Christian, and Ian met on March 14th to review finer points and issues with Primo VE to discuss with Ex Libris. Among the topics to discuss are: Relevancy ranking, search results, performance, administration, and indexing. 

ERM

@Ilda Cardenas (Unlicensed)    

Collection activations:

• Database type collection activations not working for CSULA.

  Link in record is not functioning as it used to. Database only collection. 

  Chair will reach out to Research Management Group about this.

Gale CDI issues:

• No solution.

Display Logic Survey

• Hide OA links, CSUSM would rather show OA to drive down usage for paid resources. And cut journals.

  What about Unpaywall, it’s an api, would still appear no matter what. It’s its own index of OA resources.

  Survey cancelled. Wait until service order enabled. 

Journals with questionable material:

• EB found journal with questionable material, removed. 

  Should we create a policy on journals with questionable material?

  Vote for Jessica H. to remove questionable journal titles? Distinction between bad research and controversial. Maybe a CSU wide policy. 

  We can create our own policy that addresses the issue of misinformation, challenges to controversial material.

  Does anyone have a discussion of policy what we would do to withdraw inaccurate information or controversial material?

Overlap enhancement tool:

• Enhancement of overlap analysis tool, Jess says it works wonderfully! Great tool!

Fulfillment

@Kelly Ann Sam (Unlicensed)

• Updates/Announcements 

  • Sacramento has converted some faculty study rooms into individual use Zoom rooms for students 

    San Marcos will be renovating part of the library to include Zoom spaces for students and better private study areas 

    Overall locker usage has decreased at all libraries represented on FFC 

• Reviewing Alma/Primo release notes

  • March 2022 had new releases that required explicit confirmation or fulfilment (can no longer continue scanning to make popup disappear) and allowing due date past patron expiry date 

• Begin reviewing and finalizing Walk-In User Policy – will need to meet with RSFC to finalize 

• Next meeting is 04/13/22

Resource Management

@Brinna Pam Anan

The ULMS Resource Management Functional Committee met Tuesday, March 1, 2022 from 1-1:30 PM.

1. Local Fields updating is due to the RMFC Chair by Wednesday, March 30.  Sixteen campuses have responded.  I will follow up with the rest before the deadline.  The Local Fields page at Confluence will be updated all at one time when all the data has been compiled.

2. The NZ Management Group is in the process of reviewing any NZ Refresh records which didn't refresh and reviewing incorrectly coded archival records.  OCLC had returned its review of the 2,300 marked archival records Members will be contacting campuses' Cataloging Contacts to work out individual cleanups per campus.

3. The Inclusive Description Task Force and Linked Data Task Force will each hold monthly meetings and report to the RMFC.  Confluence pages for each Task Force forthcoming.  

4. The next ULMS RMFC meeting is scheduled for Tuesday, April 5, 2022 at 1 PM.

Resource Sharing

@Meghann Weldon (Unlicensed)

RSFC is continuing working with Rapido implementation and informing workflows regarding print slips.

RSFC team performed audit on webpages to identify various updates to make. We will start making updates soon. 

RSFC identified a need for some lost/overdue item clean up with many outstanding items unresolved. The RSFC is reviewing and editing the lost/overdue workflow documentation to improve readability so that the community can perform clean up relating to lost or overdue items. We are hoping to have all of our documentation improved to support staff performing lost/overdue clean up during the summer. 

RSFC identified the need for the  ILLiad task force to convene and review the ILLiad 9.2 release. 

RSFC identified an opportunity for the SUNY/CSU task force to connect and review the trial, any analytics, and discuss how the SUNY partners will fit into the Rapido rota.