2020-02-14 Meeting Agenda & Notes
Time
1-2:30 pm
Participants
@John Wenzler
@brandon dudley (Unlicensed) @David Walker @Kevin Phillips (Unlicensed) @Israel Yanez (Unlicensed) @Christina Mune (Unlicensed) @Mike DeMars (Unlicensed) @Linda Franklin (Unlicensed) @Brian Moore (Unlicensed) @Andrew Carlos (Unlicensed) @Dolly Lopez (Unlicensed) @Joseph Adkins (Unlicensed)
Zoom
https://csueb.zoom.us/j/531982611
Discussion topics
Time | Item | Presenter | Notes |
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1:00-1:10 | Welcome/ Agenda Review | @John Wenzler |
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1:10-1:20 | COLD Updates | @John Wenzler | EAR Transformation Survey by Carlos Rodriguez and Jennifer Fabbi
COLD meeting in March will include Mike Hummel/ExLibris
ULMS Summer Meeting
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1:20-1:30 | Issues with Chrome & Primo | @David Walker @Mike DeMars (Unlicensed) |
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1:30-1:40 | Updated Get-It Interface | @David Walker @Andrew Carlos (Unlicensed) |
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1:40-1:50 | Brandon’s Updates | @brandon dudley (Unlicensed) | Enhancements (Brandon):
CSU+ (Brandon):
COLD Professional Development Funds (Theoretical)
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1:50-2:20 | Priorities for working with Ex Libris Customer Support Team | All | Each Functional Committee Chair discussed their top issues. Final list sent by @brandon dudley (Unlicensed) to Ex Libris:
We can discuss what additional information regarding each of these issues you’ll need to get teams together on your end. We can also discuss whether we need to identify deliverables now or leave those up to the task forces to determine, as well as what a successful resolution of each of these issues will look like so the task forces know what to aim for. We are also interested in choosing some Primo issues and wondered if we may be able to add 1-2 of those soon to the pilot, assuming that there would not be significant overlap in people involved in working Primo issues and Alma issues identified in the survey. We can discuss the potential for this either tomorrow or in subsequent emails. |
2:20-2:30 | Committee Reports | All | Written reports below. We don’t need to read through at the meeting, but we can discuss questions or comments AcquisitionsJessica Hartwigsen is setting up a meeting next week with Acq and ERM so see a live demo of that could replace the current CPO process.
Here are the Acq teams top customer satisfaction issues:
Resource Management
Resource Sharing
· CSU+ Expansion investigation – Natalya (my VC) and I worked with Brandon and Mallory to create an penetrating questionnaire for Ex Libris to answer in regard to technical issues involved with adding individual libraries as well as entire Alma RS networks to an existing Alma RS network. No answers have been received yet. · CalState Walkins – I met with Fulfilment Chair Kevin and Fulfilment VC Jamie to discuss the CalState Walkins document. It was agreed that we should break the initial document down into its 3 main components and have them be their own things: 1.) A policy about basic CalState Walkin functionality and privileges as well as how to set up Alma patron data sharing correctly. 2.) Best Practice recommendations on dealing with CalState Walkins and CSU+. There were two main solutions developed to do this and both were competing for Policy status with seemingly no agreement in sight. We decided that until Ex Libris supports Pickup and Return Anywhere in a Peer to Peer Network Zone RS setup we would not have a policy in this area. Instead we will present the two solutions as Best Practices and campuses can choose which option fits their situation best. 3). Best Practices recommendations about providing CalState Walkins extended access to physical library spaces. · Alma to ILLiad API release testing – CSU San Marcos has been testing Alma to ILLiad API functionality. This is an easier way of making ILLiad lender of last resort. Functionality appears to be working as advertised, but some things still need massaged. For example, San Marcos experienced an increase in duplicate requests since starting. When request moves from CSU+ to ILLiad the user is not notified, but their request disappears from Primo account so people request again and again. A possible solution is another thing we are working on. · ILLIad transaction information displayed in Primo testing – RSFC was tipped off about a Primo customization that will display request information from ILLiad in a user’s Primo account. This would be a significant user interface improvement. Humboldt State and CSU San Marcos plan to experiment and test the customization in Spring Semester. If everything works flawlessly perhaps this could be a central package customization. Still in early phases of trying to get this set up though. · Radom Regional Rotas – Pilot study began at beginning of February. · Delayed notification testing – CSU San Marcos set up delayed notifications to improve user experience with CSU+ and will report back findings. · CSU+ Loan Period Project – Analytics queries have been developed to get the data we want. However, running them on the Network Zone has been a problem. A SalesForce case was opened, they were able to replicate the problem but no news yet on if they can fix it. Queries have been run in the IZ at a few campuses to give us some preliminary results. We are also considering recommending a longer hold shelf period in addition to renewals or extending loan period. FulfillmentThe Fulfillment chair and vice chair got together with the chair of the RSFC to discuss the CalState Walk-in document and how to break it down between recommendations and policy. It was recognized that there might be campuses who don’t wish to toggle visiting patron accounts to internal to allow for unmediated CSU+ requests, so a compromise of splitting the document into configuration and best practice solutions would be optimal. It was also determined that a separate policy recommendation regarding extended services to physical library space, specifically during 24/7 periods, would be best as its own document. Another reason for splitting up the document was that testing conducted showed that there are certain blocks that are not carried over. This may have to do with individual configurations per campus and a discussion with the larger Fulfillment community will be needed.
With the Course Reserves environmental scan finished, the group has created a document that describes the various policies and practices of all campuses. These practices will be shared in a paper as well as presentations in a future open forum. Work with the Analytics group might be beneficial in helping create certain lists that are difficult to run for CR. Will reach out to Brian for possible assistance.
Analytics
Discovery
ERM
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