2023-10-20 ULMS Steering Committee Meeting Agenda

20m

COLD Update

John
David
Christina H

• COLD met at CSU Stanislaus on Sept 28-29, 2023 (since our last meeting)

  • COLD meeting minutes

  • COLD handbook

  • Possibilities for sharing positions and work

  • Textbook equitable access

  • Community of practice for instruction

• Input from this group into strategic planning as it relates to the ULMS

• Enrollment updates (particularly in northern California)

• Next COLD meeting San Diego State December 7 & 8, 2023, COLD strategic planning update is the big topic (previous strat plan 2018-2021), also Rapido discussion

30m

Committee Updates

Natalya
Keven
Kirstie/Jessica
Gabriel
Nerissa
Priscilla

All groups have now met at least once for this academic year

Reports from each (see below)

lots of cross-functional discussion

40m

Other topics

Natalya: turning on the Network Zone analytics folder at all campuses and the creation of an IZ Rapido dashboard (okay)

task force across Rapido-Discovery-ERM for shared issues

Primo vs. Google Analytics for data

New group/task force for Rialto?

use of ULMS listservs

Cost of ELUNA membership going up but ELUNA Learns now free

NERS enhancement voting; block vs. individual voting

Back to Basics sessions, videos

Next ULMS SC meeting: Friday, November 17 (right before Thanksgiving Week); December meeting not scheduled yet

Analytics

• Planning an open forum for 11/2 from 2-3pm. Agenda is still being finalized but we will be discussing the new analytics UI and showcasing Sac State’s course reserves dashboard. We will conclude by allowing time for open discussion and general questions about Alma analytics.

• Tested out an enhancement that allows Network Zone members to access reports created in the Network Zone. The feature needs to be turned on at all campuses. Once turned on, the Cal State Network Zone folder will appear under shared folders in each institution zone.

• Working on creating a Rapido IZ dashboard in the Network Zone that can be added as an analytics object in each Institution Zone. The IZ dashboard will be nearly the same as NZ dashboard but without campus prompts and maybe a few other slight variations. Chris Lee will no longer need to update the Rapido dashboards in each IZ if we implement this and turn on the feature mentioned above in each IZ.

• Formulating plans for cleaning up the Cal State Network Zone folder in preparation for linking the folder in IZs. Switched our focus from the community folder to this folder but are having issues producing results in the Analytics Usage subject area. A case has been filed with ExLibris.

Discovery

Collaboration

• Discussed need for increased communication with Resource Management (RM) around data issues

• Discussed the possibility of a joint data issues task force with ERM, RM, & ILL, led by Christina Hennessey

Data

• Discussed need to collect examples of CSU data issues with a survey or guided discussion

Mobile Experience

• Discussed importance of mobile experience to students

• Will look at mobile user analytics system-wide if possible

• Will review literature around mobile discovery systems

• Will review Ex Libris mobile cases for issues to champion

• Will ask STIM to report on laptop checkout across the system

Minutes: https://calstate.atlassian.net/wiki/spaces/ULMSD/pages/2829778945/2023-09-28+Discovery+Committee+Meeting

ERM

• Updating ERM wiki pages -new ERM Wiki Task Force starting work on updating ERM wiki pages

  • Getting Started with ERM and ACQ

  • RapidILL Lending Note

  • Alma Weekly Updates

• Added 3 new EBSCO ebook collections to NZ available to all libraries

• Starting up ERM Office Hours October 20^th

• Continued updates of NZ licenses

Fulfillment

During our FFC Meeting we discussed the following:

• Issues with recalls

• Our meeting schedule

• Changes in student behavior and enforcement of library policies, campus PD support

• The plan for the year, which includes the General Survey

Resource Mgt.

In our last meeting held at the end of August we agreed upon three main objectives to complete this year, the majority of which will require coordination with Discovery and perhaps ERM;

• Complete the work Jill started with Secondary Resource Types (She'll be giving a re-cap at the TS Open Forum meeting today and the focus groups will be forthcoming shortly after)

• FRBR NODEDUPE Rules (Work with Discovery to investigate best practices for setting up the FRBR NODEDUPE Rules)

• Clean up RMFC Documentation on Confluence

 Minutes: https://calstate.atlassian.net/wiki/spaces/URM/pages/2815066113/2023-08-25+Meeting+notes

Resource Sharing

• Held open forum to discuss NERS enhancements related to Rapido/RapidILL

• Reviewing resource sharing wiki for updates/archiving/cleanup outdated information and creating new workflow guides for community

• Due to discussion/requests at I-SPIE conference, we plan to create more specific workflow resources for community

• Vice Chair role still vacant

• Start up “Rapido Refreshers” soon