2022-09-27 ULMS Steering Committee Meeting Agenda
Date
Sep 27, 2022
Time
10-11:30p
Zoom
Brandon's Zoom - https://calstate.zoom.us/my/bdudley
Participants
@Adriana Popescu @David Walker @Christina Hennessey (Unlicensed) Marianne Foley @Kevin Phillips (Unlicensed) @Ian Chan (Unlicensed) @Austin Lenzen (Unlicensed) @Rachael-Joy Davis (Unlicensed) @Jill Strykowski Tina Dwyer
Discussion topics
Time | Item | Presenter | Notes |
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10:00-10:05 | Call To Order | @brandon dudley (Unlicensed) |
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10:05-10:15 | Introductions | Everyone |
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10:15-10:25 | Review of Steering Committee expectations | @brandon dudley (Unlicensed) |
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10:25-10:40 | COLD Update | @Adriana Popescu |
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10:40-11:10 | Review of Committee Agendas | Everyone |
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11:10-11:30 | Committee Business | All | From Jill:
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Committee Updates |
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Assessment & Analytics | @Kevin Phillips (Unlicensed)
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Discovery | @Ian Chan (Unlicensed)
Evaluate Primo VEWe should evaluate Primo VE and assess whether it offers improvements over Primo Back Office. The CSU Libraries elected to migrate to VE because of Ex Libris described it as offering greater functionality over BO and solutions to problems found in BO. Discussion
Establish Test SitesEstablish 2-5 campuses that can monitor release notes and test new discovery features when available. This was proposed by Christian Ward to the ULMS Steering Committee. Discussion
Update Wiki ContentSome pages in the Discovery area of the ULMS wiki require updates and possibly pruning. Discussion
Apply Findings from UI/UX EvaluationDiscuss findings from UX studies such as those conducted by Gabriel Gardner and Heather Cribbs, and provide a set of recommendations. Discussion
Address uResolver Matching IssuesMany consortia campuses are reporting records with uResolver matching issues. These include: 1) over matching of results, 2) under matching of results, 3) different format matching, and 4) title matching issues. This priority is one of the three top issues presented to Ex Libris last Spring. Committee will address this at next meeting. Address Features Not Working as ExpectedFeatures are not working as expected or as we understand them to work. For example:
This priority is one of the three top issues presented to Ex Libris last Spring. It would be most helpful if campuses can describe the negative impact on their users. Committee will address this at next meeting. Investigate Improvements to Analytics Gathering and AnalysisThis priority is one of the three top issues presented to Ex Libris last Spring. Committee will address this at next meeting. |
ERM | @Austin Lenzen (Unlicensed)
The ERM committee will be reaching out to the Discovery committee about the continued crossover between our two areas. Given her background in Discovery, Christine Holmes could be a useful liaison. Our ERM members have agreed that merged records should be our first point of conversation.
We have also begun identifying broken links and outdated information on the Wiki. Quite a bit of our documentation has not been updated in the past two years. |
Fulfillment | @Rachael-Joy Davis (Unlicensed) Goal 1: Finalize Walk-In User PolicyOverview:Over the past few years, the Fulfillment Functional Committee (FFC) and Resource Sharing Functional Committee (RSFC) successfully convinced Ex Libris to make the necessary updates in Alma to make it possible for walk-in users to use CSU+. In the 2021/2022 FY, FFC’s goal was to write up a policy for approval by COLD that will ask all CSU libraries to use the new workflow and allow walk-in users at all campuses. Our goal for 2022/2023 FY is to finalize the policy language in collaboration with RSFC, submit the proposed policy to the Steering Committee for review/feedback, then hand it over to COLD for final review and approval of policy. Assessment:This goal is complete when a policy is submitted to COLD. Goal 2: Alma/Primo Release NotesOverview:Keep the Access Services community aware of Alma updates by reading through Ex Libris release notes and testing new updates. Assessment:This is an ongoing goal. The goal is considered complete if the FFC disseminates information on Alma updates. Goal 3: Satisfaction SurveyOverview:Assist with dissemination of surveys and gathering and evaluating data from survey responses. FFC will identify areas of improvement with current functionality as it relates to Fulfillment, as well as what features are missing from the current product. Assessment:This is an ongoing goal. The goal is considered complete if the FFC gathers, compiles, and disseminates survey feedback to improve the user experience. Goal 4: General Fulfillment/Access Services SurveyOverview:Gain insight from Access Services staff as we work towards navigating post-pandemic library environments: structure, services, and user experience. Survey questions may include: ● Discontinued services ● New services ● Service models ● Staffing ● Student employment Assessment:This goal is complete if survey results have been evaluated and disseminated across the CSU libraries, and a resource is provided for all libraries to gain insight into how other libraries are structured and how fulfillment service models differ across the 23 CSU libraries.
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Resource Management | @Jill Strykowski
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Resource Sharing | Tina Dwyer
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Action items
Decisions