2024-06-21 ULMS Steering Committee Meeting Agenda

xx min

Introductions

Christina H

new chairs, outgoing chairs

xx min

COLD Update

David

Christina

(maybe Amy; John W is out of office)

May 9 - 10 San Berdue

new officers. Locations for next year. Recognition and celebration of those leaving COLD.

xx min

General ULMS updates for Steering Committee

Christina H

• ULMS nominations & selections complete

• ULMS satisfaction survey

• ELUNA enhancement voting update. Alma second round, Primo done, Rapido new enhancements now and voting soon

• eCAUG October 24-25, 2024 at CSUCO

xx min

Support Advisory Group

Jessica

• Meet with ExL on June 6th to go over the 4 items they asked to give feedback on for support

• It was reported that 40% of support cases are about documentation

  • can’t find it/can’t understand it

  • SAG suggested we work with the Documentation team

• SAG requested 4weeks before support cases are closed automatically

  • currently it is 2 weeks

  • it will be for a short period of time and SAG will report finding at IGeLU and ELUNA

  • ExL needs to make sure that changing the time to 4 weeks does not impact other areas of support and other products

  • SAG will work with ExL on wording for communicating out to users

• ExL wanted information on the Chat feature in Alma

  • why libraries use or don’t use Chat

  • SAG would like the folks we are chatting with have access to problem logs (i.e. a slowdown of Alma)

    • not just have Tier 1 support on Chat but also Tier 2 or have the option move the Chat session up to a Tier 2 person if thee issue is high priority

xx min

ULMS Task force updates

Christina H

• data issues task force - presentation at ELUNA, well-attended, working on comparisons and consistency ideas and recommendations

• acq task force meeting every two weeks - busy, Rialto, fiscal clsoe

• norm rules. Slow start. Christian Ward will run and working on priorities and new plans

xx min

seeing each others SalesForce cases

Christina H

update and discussion, next steps

xx min

ELUNA conference

Christina H

What we learned

Things that might cost money

Things FCs can be looking at (leading into next section)

xx min

What we accomplished this year, what we can work on next year

All

xx min

Committee Updates (if time)

Natalya
Keven
Kirstie/Jessica
Gabriel
Nerissa
Rosemary

Reports (see below)

Analytics (Natalya)

Discovery (Keven)

ERM (Jessica/Kirstie)

• Moving NZ admin documentation to a separate folder for ACQ documentation clean up

• ERM wiki page re-organization continues

  • next steps are to move needed documents from archived areas to the current ERM page

  • check links in documentation

  • update screenshots

    • ACQ task force will need to do this as well

• Updating ILL lending information in the Alma License TOU

  • Looking through CM licenses, moving a copy to Alma and pulling out the ILL lending information and adding to licenses

  • going to weed out TOU’s that appear in Primo so that it only displays ILL license notes

• Christine Holmes wrote up instructions for the new EBSCO UI and discussed the doc in the ERM Open Forum

• Created wiki document for Free and Misc collections that are not managed by ExL and can be updated/deleted by the libraries

Fulfillment (Gabriel)

Resource Mgt. (Nerissa)

Resource Sharing (Rosemary)