2023-01-20 ULMS Steering Committee Meeting Agenda

1:00-1:05

Call To Order

@brandon dudley (Unlicensed)

1:05-1:10

Quick Introductions

All

1:10-1:20

COLD Update

@Adriana Popescu
@David Walker

1:20-1:30

Shared Print

@brandon dudley (Unlicensed)

• From SCELC: The Partnership for Shared Book Collections Shared Print Discovery Task Force of the Infrastructure Working Group is looking for new members from Alma libraries.

• Charge: This group will explore the possibilities for library systems in support of the discovery and access of retentions for monographic shared print programs. While this approach is platform-agnostic, it will take as a use case Ex Libris’s Alma (ILS) and Primo (discovery layer). The group will explore what Ex Libris and this system stack can currently do for discovery and access of shared print (i.e., leveraging the 583 note), explore program and library needs, and what current gaps could be filled.  The end product of this work will be a summary detailing the above areas that can be shared with the wider shared print and Alma user communities. 

• Any committee want to take a look at interest?

  • Jill is interested - will connect with John

1:30-1:45

2022 Satisfaction Survey Update

@brandon dudley (Unlicensed)

• Want to hear more about the post-mortem idea!

  • Share all the survey links with everybody in the libraries

• Feedback from chairs regarding the process

1:45-2:00

ULMS In-Person Meeting Update

@brandon dudley (Unlicensed)

2:00-2:15

Quick Review of ELUNA Enhancement process

@brandon dudley (Unlicensed)

2:15-2:30

Committee Business

All

Assessment & Analytics

@Kevin Phillips (Unlicensed)

• The committee will be losing it’s Vice Chair and a new one will need to be identified.

• Christina Hennessey forwarded an email from the ELUNA Primo Working Group. There is evidence that there is some data is missing in Primo Analytics and investigation into possible Primo VE regression. Committee members will investigate to see if their institutions see similar behavior. The ELUNA Primo Working Group shared this document.

• Rapido Dashboard to be updated with Most Requested Journal titles report after bug testing.

• Will investigate the value of the free Data Visualization option that Alma provides.

• Will meet at a future date with Ex Libris to discuss top Analytics issues.

Discovery

@Ian Chan (Unlicensed)

• We are preparing for an open forum in February.

  Topics may include VE survey report, secondary resource types, Primo UX study, Primo Need Help button

  Open to suggestions!

• Completing report on the survey for Primo VE satisfaction and issues 

• Discussing the possible implementation of the Feedback Tool for Primo VE

• David Walker will coordinate the implementation of secondary resource types configuration with Christine Holmes and other committees

• We will discuss the upcoming migration to Google Analytics 4 at a future meeting

• Compiling a list of UX research findings as related to Primo VE and discovery

ERM

@Austin Lenzen (Unlicensed)

• CDI ebook exclusion testing continues with promising results so far

• Overhauling our wiki continues – best practices and contacts are being worked on at the moment

Fulfillment

@Gabriel Castaneda (Unlicensed)

None this month - Gabriel is getting up to speed with his new role.

Resource Management

@Jill Strykowski  

1. NACO training coming up that several of us are taking - we hope to discuss during or after, what kind of policies for LC name entry the CSU's might want to adopt.  Initial thoughts are for adding local tribal names from the work the IDTF is doing, and CSU faculty authors

2. Nerissa and Jill are talking to Jessica H. about creating a set of OA resources in ALMA (CZ and/or NZ) that do not have the MARC 506 field tag that information the OA icon and filter in Primo. Nerissa's going to help me create the set, and then I'm going to create a norm rule to run the 506 edit as a job 

3. We discussed other ideas for secondary resource type based on 008 indicators. We have the following list

   1. Government documents - 008/28 : c, f, l, m, o, s 

      • Nerissa noted that when her staff was looking at this indicator previously, they noticed that a lot of university presses use the s indicator for 'state agency'. We want to see if we can filter these out in the logic

   2. Comic books/graphic novel -  008/24-27 : 6

   3. Theses - 008/24-27 : m  (may already be captured by Primo, wanted to double-check)

   4. K-12 material -  008/22 : a, b, c, d, j

   5. Magazine :  008/21 : g (to differentiate from journals)

4. We discussed NZ manager advocacy and bullet points for possible position description

5. Hope to do a joint meeting with discovery group in March

Resource Sharing

@Priscilla Ortiz (Unlicensed)

• Elected a new chair and vice chair.

• Went through all Rapido Basecamp items from March till present and marked which were completed and what issues still stand.

• Approved Walk-In User policy with FFC

• Added Lost Item workflows for Rapido to the Wiki

• Approved and sent a proposal document to the UC’s for a hybrid pod using the Unity Courier.