Technical Services Open Forum (Recordings)

2024-2025 academic year

Recording/agenda

Chat Transcript

Duration

2024-2025 academic year

Recording/agenda

Chat Transcript

Duration

 

Held the third Thursday of each month from 11am-noon, contact chennessey@calstate.edu for Zoom information.

Upcoming dates for Fall 2024: November 21, December 19. Dates for Spring 2025: January 16, February 13 (one week early), March 20, April 17, May 15.

 

 

November 21, 2024

Topics (draft): Central Discovery Index (CDI) activations: how they impact OneSearch results and Rapido requesting (Kirstie Genzel/CO); Discussion of CSUBuy in relation to libraries & Alma (all)

 

 

November 7, 2024

Full video, or click on the links below to go to that part of the video

Intro/Announcements | updates from Jessica on CDI linking, the Support Advisory Group, the Known Issues portal, and the Defect Cleanup Project | eCAUG conference wrap-up and overall topics/themes | call to action from eCAUG presentation on testing Discovery settings | Gov docs work at eCAUG and further discussion

Links mentioned in the meeting:

Registration link for Nov 19 Ex Libris presentation by Chris Lee on Rapido/CSU | ELUNA document repository (contact Christina H for logon) | ELUNA Learns schedule for Fall 2024

Job posting for temporary librarian work at Moss Landing (Katie on sabbatical) | Job posting for SDLC Analytics and Collection Assessment Manager at the CO

Zoom link for ERM Open Forum Nov 22 10am-11am on Consortia Manager overview for ERM

eCAUG conference information | eCAUG brief conference schedule | eCAUG more detailed conference schedule with slides | eCAUG conference survey (due by November 21)

Interest survey in shared gov docs projects

 

 

71:50

September 19, 2024

Full video, or click on the links below to go to that part of the video

Intro/Announcements | Network Zone Management Group update, including updates on gov docs | EBSCO UI update | Update on ULMS committees | IGeLU 2025 conference summary

Links mentioned in the meeting:

eCAUG conference information | eCAUG conference registration | eCAUG Slack workspace

Shared e-Resources (ECC and Opt-in) - Problem Reporting Best Practices and FAQ | reminder to use eresourceshelp@lists.calstate.edu for e-resource issues when Jessica is out Sept 20 – October 4

DCRUG conference proposal (by tomorrow 9/20) | ELUNA Learns registration (starts October 2). The contact for temporary work with MLML is Katie Lage (kathryn.lage@sjsu.edu).

Register for Sept 25 webinar on moving government docs to OCLC Collection Manager

ULMS ERM page on new EBSCO UI update | ULMS ERM page on opening a case with EBSCO support | EBSCOHost’s UI transition page

ULMS Steering Committee meeting minutes from Sept 16 – includes links to all FC meetings for September

IGeLU conference program | Presentations from Ex Libris from the conference (PPTs and PDFs). We expect to have recordings in the next few weeks.

Overview of Angular Development Framework | JSTOR’s beta AI tool

 

 

55:05

 

 

 

 

2023-2024 academic year

Recording/agenda

Chat Transcript

Duration

August 15, 2024

Full video, or click on the links below to go to that part of the video

Intro/Announcements | Reminders & updates from NZ Mgt Group | ULMS updates, new/upcoming features (Christina Hennessey/CO) | Rapido/Primo search profiles options/discussion (Christopher Lee/CSUCO)

Links mentioned in the meeting: Call for ELUNA Learns proposals (due Sept 1) | I-SPIE conference recordings and slides (from July 25 - 26 2024) | Call for eCAUG Conference proposals (due August 30) | ILLiad release schedule (version 9.1 is no longer supported after Sept 1) | SmartSheet for Rapido/RapidILL ELUNA enhancement input for CO vote (deadline August 28) | Rapido 101 Canvas course

Shared e-Resources (ECC and Opt-in) - Problem Reporting Best Practices and FAQ

AI Metadata Assistant demo video from Ex Libris | Updated Alma roadmap (H2 2024 - H2 2025) | Webinar recording from July 22, 2024 on What’s new In Primo Q3 2024 | Alma What’s New videos for 2024

Wiki page for ‘Rapido Search Profile and Global Title Index’ | Wiki page of CSU Libraries search profiles (design/update in progress - will email all when it is complete) | Related research article by Heather Cribbs (CPSLO) & Gabriel Gardner (CSULB), Dec 2023 but first published in July 2022 | Related research article by Chris Lee & Meghann Weldon (2020) | Wiki page on Resource Types for Display Logic Rules | Ex Libris documentation on Configuring Search Profiles for Primo VE

IGeLU conference program (Sept 2024)

 

 

61:53

July 18, 2024

Full video, or click on the links below to go to that part of the video

Introduction & upcoming conference announcements | Other announcements | ULMS updates | Updates & reminders from Network Zone Management Group (Luiz Mendes/Northridge) | AI cataloging analysis [Jen Mitchell & Samuel T Barber - CSU Fullerton] | Wrap-up and next time

Links mentioned in the meeting: I-SPIE conference | IGeLU conference | SFSU’s Can Li’s presentation slot at IGeLU

Notes from ELUNA Support Advisory Group meeting (with details on new Known Issues page) | Recording for July 17 new Manage Patron Services webinar | Register for New All Titles Search webinar (Sept 4) | Register for Consortia Central Configuration webinar (July 24)

Network Zone Management Group ULMS wiki page | Overlaying bibliographic records in Alma (policy) | Overlaying bibliographic records in Alma (Procedures) | Local fields in Alma and Primo VE | ULMS Resource Management FC Documentation

Data spreadsheet for Jen’s AI presentation | Chatbot Arena Tool | There’s an AI for that (AI aggregator) | Creating a Digital Edition of Anton Brelochs’s 1529 Practica with Transkribus and ChatGPT | Ex Libris presentation recording titled Metadata Enrichment using AI – First Glance at Research and Findings (from March 2024) | Final report from PCC Task Group on Strategic Planning for AI and Machine Learning | Workspace for PCC AI and Machine Learning | CCQ special issue on AI and Automated Processes for Subject Access

There’s an app for that' column managed by CSUDH’s Hannah Lee in ISTL | Cataloging & Classification Quarterly (CCQ) of which Luiz Mendes/CSUN has a book review column | AskQC office hours from March 2023 on Languages, Non-Latin Scripts and Mysterious MARC 880 fields

 

 

61:48

June 20, 2024

Full video, or click on the links below to go to that part of the video

Introduction & Announcements | Presentation on Rialto from Ex Libris/Clarivate | Rialto Q&A and some more detailed demos | Wrap-up and next time

Links mentioned in the meeting: Ex Libris/Clarivate at ALA | Ex Libris documentation on citation styles in Primo VE | Github for CSL files | EBSCO New User Interface wiki page | Rialto product information | Rialto documentation from Ex Libris Knowledge Center | Rialto LibGuide | Rialto Analytics Dashboards

 

 

52:47

May 30, 2024

Full video, or click on the links below to go to that part of the video

Announcements | Reports from the ELUNA 2024 Annual Conference (Christina H) | ELUNA Conference reports from others that attended | Discussion: Do users prefer OneSearch or Database A-Z list?

Links mentioned in the meeting: ELUNA conference reports at ERM Office Hours May 23, 2024 – link goes directly to conference discussion | I-SPIE 2024 conference | Proposal form for I-SPIE 2024 conference presentations

ELUNA conference website | ELUNA conference agendas | Chris Lee (CSUCO) kept excellent notes live at the conference | Aha! | https://electionbuddy.com/ | New consortial webinar series | Google form to be Alma WG Communications/Education Coordinator | ELUNA conference webinar wrap-ups; register if you did not attend ELUNA | IGeLU 2024 conference information |Memhet’s GitHub from Dev Day

SFSU Primorecord example with linked data/Info Card | SJSU Primorecord example with linked data/Info Card | More information about the Info Cards from Ex Libris

 

 

63:33

April 2024

no meeting due to two meetings in March

 

 

March 21, 2024

Full video, or click on the links below to go to that part of the video

Announcements | An overview of problem reporting workflows and guidelines for handling shared e-resources (Kirstie Genzel & Jessica Hartwigsen/CO) | Update on Cal Gov Docs project & discussion (Marcus Jun/SFSU)

Links mentioned in the meeting: ELUNA 2024 conference page | ELUNA 2024 conference schedule | ELUNA attendees – form for interest in baseball game when at conference | Ex Libris Content Issues In Progress status page | Shared e-Resources (ECC and Opt-in) - Problem Reporting Best Practices and FAQ | Shared e-Resources (ECC and Opt-In) - Collection Development & Acquisitions Overview | Vendor support contacts | Ex Libris page on CDI Tips and Tricks | EBSCO Support: Guidelines for opening a case | Best Practices for SalesForce cases to Ex Libris and ProQuest | Cal Gov Docs in the Network Zone FAQ

 

59:43

March 7, 2024

Special training from OCLC’s Valerie Chase; changing from OCLC Connexion Browser->OCLC Record Manager, with particular focus on Using OCLC Record Manager to create and maintain LHRs (local holdings records)

Full video, or click on the links below to go to that part of the video

Introduction | Intro to Record Manager, demo, and a focus on working with LHRs | Q&A | Next time

Links mentioned in the meeting: OCLC Cataloging application comparison | OCLC Cataloging Community *you have to have WorldShare credentials to use this | Work with local holdings records | Bulk actions for local holdings records | Record Manager videos

 

 

 

1:03

February 15, 2024

Full video, or click on the links below to go to that part of the video

Introduction/agenda (Christina Hennessey/CO) | Announcements | Task force announcements | Norm rule task force recruitment and explanation | ULMS-related conferences - eCAUG & ELUNA | Recent Primo updates on roadmap | Proposal to create a Network Zone-based California GovPubs collection (Jill Strykowski/SJSU, Marcus Jun/SFSU) | Ex Libris satisfaction survey | Up next time

We did not have time in the live meeting for the Alma dashboard configuration demo/explanation so I made a short video after the meeting of that part (length - 3:23)

Links mentioned in the meeting: Jessica’s Feb 12 weekly ERM & CDI update with JSTOR update | Jessica’s weekly ERM & CDI updates - all of them | | Feb 8 Analytics Open Forum on ACRL stats | ELUNA conference page | Primo VE Become an Expert Series

 

 

59:18; 3:23

January 18, 2024

Full video, or click on the links below to go to that part of the video

Introduction/agenda (Christina Hennessey/CO) | Announcements | Ex Libris system down - where to check status? | Guest speakers on cataloging time tracking and statistics at the UCs: Hermine Vermeij, UCLA, Team Leader, Subject Specialist Catalogers; Music Cataloger | Elizabeth Miraglia, UC San Diego, Assistant Program Director for Metadata Services and Head of Books & Serials Metadata | Adam Baron, UC Berkeley, Head of Metadata Services | Q&A to all three presenters | Up next time (Christina Hennessey/CO)

From the presentation on Ex Libris system down: CSU Slack workspace | ULMS instruction page for CSU Slack | Ex Libris system status page | ULMS instruction page for subscribing to Ex Libris status updates

From the UC cataloging presentation: Harmonization of local fields | UCLA = Current practice, Cataloging statistics GitHub | UCSD = Local tool for showing cataloging statistics (use this link: https://tpot.ucsd.edu/toolbox/_files/Statistics Reporting Report--2015FINAL.xltx) | UCB = Cataloging stats documentation, Procedures, Instructions for Alma Analytics reports

 

70:28

December 21, 2023

Full video, or click on the links below to go to that part of the video

Introduction, Happy Holidays from the CO, agenda (Christina Hennessey/CO) | General ULMS-related updates (Christina Hennessey/CO) | Announcements | Guest speaker TJ Kao of UC Davis speaking about how UC Davis takes advantage of the functionalities WMS Record Manager offers for various campus initiatives | Updates on MARCIVE DWS ->CRDP transition, changing import profiles (Marcus Jun/SFSU) | Up next time (Christina Hennessey/CO)

From TJ’s presentation: Alma Info Card demo (click on author name ‘Krull, Kathleen’ on the top right to see it) | https://www.oclc.org/go/en/oclc-cataloging-application-comparison.html | OCLC’s documentation on WorldShare Record Manager | UC Davis Metadata Creation WMS Record Manager training plan (April - June 2023) | PCC document explaining the difference between $0 and $1 (p.7) [from Sept 2018 but still accurate]

There was a question during TJ’s presentation in the chat about how to get to ‘Field Help’ inside of WMS Record Manager so TJ made a short Zoom right after the meeting for us!

From Marcus' presentation: MARCIVE DWS->CRDP FAQ | List of classes data files | Instructions on making an Alma Analytic to check for duplicate records after a portfolio load  

 

55:49

November 16, 2023

Full video, or click on the links below to go to that part of the video

Announcements | Lending Physical Item Policies reminder (Chris Lee/CO) | Alma License Management @ CSU Fullerton (Anthony Davis, Jr.) | License update note (Jessica Hartwigsen/CO) | Update on SDSU’s Wikidata Building Project (Tyler Rogers) | Up next time (Christina Hennessey/CO)

(this was mostly a live Alma demo by Anthony but he had a few introductory slides)

SDSU Wikidata Building Project update slides; FacilitiesLink at each CSU campus; Template for justifying access to FacilitiesLink

 

57:20

October 19, 2023

Full video, or click on the links below to go to that part of the video

Welcome back | What is this meeting? | Announcements | New ULMS Director and what she can do for you | Upcoming ULMS events-deadlines | Wikidata Building Project, call for LDTF members | ERM changes and updates | Resource Management group | Primo VE testing team (VETT) report | NZ Mgt Group

PPT slides for ERM section

 

57:40

2023

Recording

Chat Transcript

Duration

2023

Recording

Chat Transcript

Duration

June 15, 2023

CRDP (Marcus Jun) | RMFC Update (Jill Strykowski) | NZ Norm Rule Update (Samuel Barber & Christina Hennessey) | VE Norm Rule Collection Reminder (Luiz Mendes)

Document: Marcive DWS to CRDP FAQs (Marcus Jun)

Chat Transcript

55:58

May 18, 2023

CRDP Update (Marcus Jun, Ann Roll) | Presentation: RapidILL Lending Note (Jessica Hartwigsen) | ELUNA Conference Highlights

Chat Transcript

59:08

 

April 20, 2023

Announcements (CRDP; Upcoming Conferences) | Presentation: Editing in Wikidata and Introduction to Wikidata Project (CSU Linked Data Study Group. Hosted by Allison Bailund & Greta Heng)

Chat Transcript

58:53

March 16, 2023

Latest Updates and Best Practices Document: Exclude E-Books from CDI Results Feature (Christine Holmes) | RapidILL Lending Note Document (Jessica Hartwigsen) | Other Updates: Inclusive Description Task Force: Workflow to Batch Homosaurus Terms (Allison Bailund), Resource Management Functional Committee: Secondary Resource Types, 988 NODEDUPE (Jill Strykowski)

Chat Transcript

23:33

February 16, 2023

CSU TS Monthly Release Testing Group Update (Pam Anan, Chair) | Display of MARC Fields for Alternative Controlled Vocabularies (Luiz Mendes)

Presentation (slides): New Releases Updates 2023 (Pam Anan)

Chat Transcript

 

January 19, 2023

Updates: E-Resources; Excluding CDI Books from Results; ELUNA & NERS | Normalization Rule for Display of Punctuation in Primo VE (Brandon Dudley & Jill Strykowski) | SFSU Implementation of “Have concerns about this content?” in Primo VE (Marcus Jun)

Chat Transcript

 

2022

 

 

 

December 15, 2022

Updates: Inclusive Description Task Force (Allison Bailund) | License Info for Resource Sharing, Rapid OAI Holdings (Jessica Hartwigsen) | ELUNA Proposals, Alma Sneak Preview 2023 (Christina Hennessey)

Chat Transcript

25:46

November 17, 2022

WorldCat Update (Eric Forte, OCLC) | RapidILL Harvesting (Chris Lee)

Presentation Slides: WorldCat (Eric Forte) | RapidLL Harvesting (Chris Lee)

Chat Transcript

42:02

October 20, 2022

Updates: E-Resources (Jessica Hartwigsen) | Alma Release Notes (Tyler Rogers) | Inclusive Description Task Force (Allison Bailund)

Chat Transcript

47:37

September 19, 2022

Wikidata: Faculty Profiles (Greta Heng) | Presentation: Author Card: Using a Linked Data Package on Primo VE to Display Author Information (Greta Heng)

Chat Transcript

 

August 18, 2022

NZ Policies: Reminder (Israel Yanez) | Ex Libris Listserv Migration (Christina Hennessey) | SDSU Comic Arts Wikidata Project (Allison Bailund)

Chat Transcript

1:01:20

July 21, 2022

0:00 – 7:14 Announcements by Jessica Hartwigsen [CO], Pam Anan [Pomona], Kirstie Genzel [now Los Angeles!]; 7:15 – 35:55 General introduction to the MarcEdit/Alma Integration (using the API) [Israel Yáñez, Sacramento]; 35:56 – 42:15 Short introduction to the Angular 1.6 -> 1.8 upgrade for Primo, must be done by November 2022 [Christina Hennessey, Northridge]; 42:16 – 47:44 Discussion of the CSU’s use and interest in FAST headings [Mark Braden, Los Angeles]

Israel’s slides: https://docs.google.com/presentation/d/1VCQ-Ojyt6_pySx5F2RjDRRkQkX1ufHkCtwuFW4u85FM/edit?usp=sharing

ELUNA Primo Working Group home page with links to Angular 1.6->Angular 1.8 webinars and more information: https://el-una.org/working-groups/primo/

Chat Transcript

47:44

June 16, 2022

CSU TS Monthly Release Testing Group (Pam Anan, Chair) | Presentation (slides): New Releases Updates 2022 

Chat Transcript

57:22

May 19, 2022

Updates: New Unified PO Line Task List (Jessica Hartwigsen) | Training & Documentation Focus Group (Nerissa Lindsey, Christina Hennessey, & Pam Anan) | Rapido (Chris Lee)

Chat Transcript

33:41

April 21, 2022

Tips for OCLC Reclamation (Israel Yanez) | Updating "Cataloging Contacts" (Pam Anan, Resource Management) | Updates: Recommendation of the Inclusive Description Task Force (Allison Bailund, Chair)

Documents: Some Tips for OCLC's Streamlined Holdings Update (Israel Yanez)Options for LCSH Noncitizens/Illegal Immigration: Recommendation of the Inclusive Description Task Force (Allison Bailund, Chair) 

Chat Transcript

36:02

March 17, 2022

NZ Refresh Update (Israel Yanez, NZ Management Group) | "Archival Material" Records (Pam Anan, Resource Management Functional Committee)

Chat Transcript

31:01

February 17, 2022

Presentation: SDSU's Use of LOCKSS (Thib Guicherd-Callin & Tyler Rogers)

Documents: NZ Refresh 2022 (Israel Yanez) | Local Fields in Alma and Primo (Pam Anan)


1:00:00

January 20, 2022

Author Card (Greta Heng) | NZ Display Logic Survey Results (Ilda Cardenas)

Presentation: Author Card: Using a Linked Data Package on Primo VE to Display Author Information (Greta Heng)

Chat Transcript

43:40

2021

 

 

 

December 12, 2021

CSU TS Monthly Release Testing Group (Pam Anan) | Presentation: New Releases Updates 2021 (Pam Anan)

Chat Transcript

1:00:29

November 18, 2021

LC Announcement re. Change to LCSH “Illegal aliens”: What does it mean for the CSUs? (Israel Yanez, NZ Management Group) | ALA “Cataloguing Code of Ethics” (Luiz Mendes for Julie Moore)

Chat Transcript

53:15

October 21, 2021

OCLC Records with "Bad" Diacritic | LCSH "illegal Aliens" Update (Israel Yanez) | Hybrid Collections in CDI (Ilda Cardenas) | CDI Analysis Tool (Jessica Hartwigsen) | Rialto: Scanning the CSU Environment (Eva Sorrell)

Documents: LCSH Illegal aliens in Primo VE: Implementation (Israel Yanez) | Hybrid Collections in CDI (Ex Libris)

Presentation: CDI Activation Analysis Tool (Jessica Harwigsen)

Chat Transcript

48:21

September 16, 2021

Quicklinks Testing on Sandbox | Authority Control Task Force Recommendation

Presentations: Quicklinks Testing on Sandbox (Jessica Hartwigsen) | Authority Control Task Force Recommendation

Chat Transcript

49:41

August 19, 2021

Primo VE: NZ Norm Rules Task Force (Israel Yanez); Primo VE & CDI (Jessica Hartwigsen); CSU TS Monthly Testing Group (Pam Anan)

Presentation: Primo Normalization Rules Joint Task Force Update (Israel Yanez)

Chat Transcript

46:27

June 17, 2021

Topics in Acquisitions; New Releases Updates; New CDI Features & Overlap Analysis in NZ

Presentation: Topics in Acquisitions (Catrina Mancha, Acquisitions Functional Committee) | New Releases Updates (Pam Anan, CSU TS Monthly Testing Group) | New CDI Features & Overlap Analysis in NZ (Jessica Hartwigsen, CO)

Chat Transcript

59:38

May 20, 2021

Resource Management Policies (Mark Braden)

Chat Transcript

26.53

April 15, 2021

NZ CDI Access & Group Settings (Jessica Hartwigsen) ; Excluded MARC Fields (Mark Braden)

Chat Transcript

42:52

March 18, 2021

Publishing to OCLC (Israel Yanez) ; ETDs Local Author Names: Authorized Access Points (Luiz Mendes) Presentation: Publishing to OCLC: Bibliographic and Local Holdings Records (Israel Yanez)

Chat Transcript

1:02:37

February 18, 2021

Enumeration/Chronology for Multipart Monographs (Patrick Flanigan) | Presentation: SDSU Enum/Cron Multipart Monograph Project (Patrick Flanigan)

                         

29:17

January 21, 2021

CSU TS Monthly Release Testing Group Update (Pam Anan, Jessica Hartwigsen) | Presentations: CDI Updates (Jessica Hartwigsen) | New Releases Updates (Pam Anan)

Chat Transcript

53:26

2020







December 10, 2020

CSU NACO Coordinator | OCLC Database Record Cleanup 

Chat Transcript

34:36

November 19, 2020

Trigger/Content Warnings, Dead Names (Mark Braden) | Local Collection Title (Israel Yanez) | OCLC Database-Level Records in Alma

Chat Transcript

1:06:23

October 22, 2020

Alma Satisfaction Survey (Mark Braden) | Alma New Layout (Pam Anan) | CDI Form (Jessica Hartwigsen) | CSU TS Workflows during COVID-19 (All) | Presentation: New Layout Rollout for November 2020 (Pam Anan)

Chat Transcript

56:23

October 8, 2020

Importing Records from ScholarWorks into Primo (David Wlaker & Brandon Dudley) | CDI E-Books Update (Stacy Magedanz) | CSU TS Workflows during COVID-19 (All)

Chat Transcript

1:00:53

September 24, 2020

CDI 101 (ERM Functional Committee) | Presentation: CDI Basics (Jessica Hartwigsen)

Chat Transcript

1:18:12

September 10, 2020

CSU TS Monthly Release Testing Group Update (Pam Anan); Resource Management Functional Committee Update (Mark Braden)Presentation (Pam Anan)

Chat Transcript

43:29

August 20, 2020

GOBI API Enhancement for E-books (Israel Yanez & Mark Braden) 

GOBI API Enhancement: Changes in Workflow (Israel Yanez) | GOBI API at Los Angeles (Mark Braden)

Chat Transcript

55:24

August 13, 2020

OpenRefine for Library Metadata (Elyse Fox & Lia Ryland): Presentation

Chat Transcript

50:01

July 23, 2020

NZ Management Group Update (Policies revision: types of records in NZ; cleanup of Local notes in NZ records) (Israel Yanez, NZ Management Group)

Chat Transcript

41:38

July 9, 2020

New Metadata Editor (Pam Anan, CSU TS Monthly Release Testing Group) | Presentation

Chat Transcript

56:51

June 18, 2020

Fiscal Close in Alma (Angel Pichardo, Acquisitions Functional Committee)

Fiscal Period Closure (Ex Libris Course)

Chat Transcript

33:44

June 11, 2020

CSU TS Monthly Release Testing Group Updates | MARC Fields in Primo 

CSU TS Monthly Release Testing Group (Pam Anan) | MARC Fields in Primo (Lia Ryland, Resource Management Functional Committee)

Chat Transcript

52:29

May 14, 2020

Course Resources at the Library (Christian Ward & Israel Yanez) | Presentation and Instructions

Chat Transcript

58:38

April 30, 2020

Cataloging Objects (Julie Moore) | Presentation

Chat Transcript

1:03:07

April 9, 2020

Updates: NZ Management Group; Metadata Editor; Webinars & Training, Etc.

Chat Transcript

34:51

March 12, 2020

CDI Migration: Update (Dolly Lopez) | Alma Item Material Type (Carole Chapman) | CSU NACO Funnel 

Presentation: CSU NACO Funnel Update (Samuel Barber)

Chat Transcript

54:19

February 20, 2010

CDI Migration (Dolly Lopez, ERM Functional Committee) | Document: CDI migration

Chat Transcript

34:36

January 16, 2020

Reporting Digital Usage: COUNTER R4 vs R5 Reports (Heather Cribbs, Assessment & Analytics) I Updates: Resource Management; Alma Item Material Type; Alma Enhancements

Presentation: How to Reconcile COUNTER R4 and R5 for Your ACRL Stats (Heather Cribbs)

Chat Transcript

52:34

2019







December 12, 2019

Publishing Headings Enrichment to Primo (Israel Yanez) | E-Book Public Notes–User Limits (Dolly Lopez) | CSU TS Monthly Release Testing Group (Pam Anan) | Alma Item Material Type (Carole Chapman)

Presentation: Headings Enrichment: Publishing Enriched Headings at the NZ Level (Israel Yanez)

Chat Transcript

49:09

December 5, 2019

Authority Control in Alma (Stephen Hearn)



55:05

November 7, 2019

Alma to PeopleSoft Financial Integration | Item Material Type: Update & Decision

Presentation slides: Exporting Invoices from Alma to PeopleSoft (Carole Correa-Morris) | Alma and PeopleSoft (Linda Franklin) | Alma to PeopleSoft Financial Integration (Susan Baksh) | Alma Item Material Types: Update (Carole Chapman)

Chat Transcript

1:25:24

October 10, 2019

Using Python to Edit/Populate Enumeration (Lia Ryland) | LCSH "Illegal aliens": Options...for a Consortium (Israel Yanez & Luiz Mendes)

Chat Transcript

1:01:50

September 12, 2019

Item Material Types; Language of Cataloging NZ Cleanup; CSU TS Monthly Release Testing Group; GOBI API & Holdings in OCLC

Presentation slides: Alma Item Material Types (Carole Chapman) | Document: Language of Cataloging NZ Cleanup (Israel Yanez)

Chat Transcript

1:01:56

August 22, 2019

CSU ULMS Summer Meeting: Recap

Chat Transcript

43:58

June 27, 2019

CSU NACO Funnel Future Training; Dedupe/Merge Streaming Video vs DVD (Primo); Searching Call Number Prefix; Course Restricted (Reminder); Future topics

Chat Transcript

43:09

June 13, 2019

Get It Menu (David Walker)

Chat Transcript

43:56

May 23, 2019

Serials/Digitization Work Orders & JSTOR scanning (Tyler Rogers and Lehtisha Andrews (JSTOR))

Presentation slides: SDSU/JSTOR Serials Digitization Workflow (Tyler Rogers)

                        

36:19

May 9, 2019

ELUNA 2019 Highlights

Chat Transcript

51:00

April 25, 2019

CSU NACO Funnel; NZ Shared License; Item Material Type; & Policy & Workflow (Language of Cataloging)

Presentation slides: Alma Item Material Types (Carole Chapman)

Chat Transcript

54:50

April 11, 2019

Working with Call Numbers in Analytics (Lauren Magnuson) (recording no longer available)

Presentation slides: Working with Call Numbers in Analytics

Chat Transcript

51:28

March 28, 2019

Resource Management Statistics (Karen Schlesser); Licenses and License Terms (Jessica Hartwigsen)

Documents: Cataloging Statistics (Karen Schlesser) | License Terms Set up and Script (Jessica Hartwigsen)

Chat Transcript

41:38

March 14, 2019

ER Material Deprecation Update and Change Electronic Portfolio Job; Streaming Video Records; Resource Management Guide; NZ Management Group Updates

Chat Transcript

44:14

February 14, 2019

Updates (CSU TS Monthly Release Group; NZ Management Group); PubMed API Key and Integration Profile; Getting Started Document (ACQ/ERM)

Chat Transcript

32:55

January 24, 2019

Combined IZ/NZ Search in Alma; Ex Libris Identity Service: Update

Chat Transcript

33:29

2018







 December 13, 2018

“Notes” vs. “Description” Label in Primo; Alma Weekly CKB Updates; CSU TS Monthly Release Testing Group

Chat Transcript

 55:48

November 23, 2018

Getting ready for the new Ex Libris Identity Service coming in January 2019

Presentation: Preparing for the Ex Libris Identify Service (Christina Hennessey)

Chat Transcript

37:13

November 8, 2018

Library Acquisitions Code: Media; ProQuest Ebook DDA Integration Profile; PCI and Alma

Presentation: ProQuest Ebook DDA Integration Profile (Jessica Hartwigsen)

Chat Transcript

1:13:07

October 25, 2018

NZ Trials; Encoding Accession/Shelving Control Numbers: Best Practices

Presentation: NZ Trials (Jessica Hartwigsen) | Holdings Records for Accession/Shelving Control Numbers (Israel Yanez)

Chat Transcript

56:51

October 11, 2018

Discovery Relevancy Ranking Task Force; Rethinking Technical Services Job Duties

Presentation: Rethinking Technical Services Job Duties (Suzanna Conrad & Stacie Jensen)

Chat Transcript

52:45

September 28, 2018

Using HTML Tags in E-Resources Public Notes; DVD Personal Copies on Course Reserves

Documents: Using HTML Tags in Electronic Resources Public Notes (Christine Holmes) | DVD personal copies on course reserves  (Israel Yanez)

Chat Transcript

24:15

September 13, 2018

Using Autofill for Item Records; Norm Rules (Catalogers Needed); ACQ/ERM Topics & Training

Documents: Autofill: Populate Alma Data Fields

Chat Transcript

01:03:08

August 23, 2018

ULMS Summer Meeting Review (meeting agenda)

alternative link to video (youtube)

Chat Transcript

45:43

August 9, 2018

Link Resolver-ILLiad Pain Points; CSU NACO Funnel; Browse Search (Primo) and Display of Parallel Titles

Chat Transcript

1:04:05

July 26, 2018

POL Set Creation and Job; CKB Descriptive Records for Shared Electronic Collections, CSU NACO Funnel (Upcoming training)

Chat Transcript

58:57

July 12, 2018

Norm Rule Changes; Primo Label Display "Notes"; Default Holdings Template

Chat Transcript

46:59

June 28, 2018

Alma-PeopleSoft Finance Integration

Documents:  Alma-PeopleSoft Finance Integration | Getting Started with Alma and PeopleSoft Accounts Payment Integration | Workspace for Invoice Exporting: Alma-to-CFS | Posting CFS Payment Notifications to Alma

Chat Transcript

53:58

June 14, 2018

Stats to Run before Fiscal Close; Alma: One Year Later; TS Open Forum: Future Directions

Chat Transcript

52:44

June 7, 2018

CSU TS Alma Monthly Release Testing Group; Title for Host Bibliographic Records (Boundwiths)

Documents:  CSU TS Alma Monthly Release Testing Group | Title for Boundwith Host Records | Replacing the Titles of Host Bibliographic Records

Chat Transcript

43:15

May 24, 2018

JSTOR DDA Project Update; Primo Format Types & Facets

Documents: JSTOR DDA Background (C. Bulock & C. Holmes) | Primo Format Types | Format vs Type (M. Jun)

Chat Transcript

27:24

May 17, 2018

Display of Notes (MARC 5XX Fields) in Primo

Chat Transcript

40:23

May 10, 2018

Moving Portfolios (New Alma Functionality); Display of Notes (5XX) in Primo; ELUNA Highlights

Chat Transcript

59:30

April 26, 2018

ELUNA Presentations Preview (Excel Magic Stuff; Alma-PeopleSoft Integration; etc.); Reminders: Local Field (Course Reserves: Restricted); Reporting OCLC Record Problems

Chat Transcript

53:25

April 19, 2018

FRBR in Primo Recommendation; Archival Material Facet; Digital Bookplates for E-Resources; Publishing to OCLC Revisited

Presentations: Digital Bookplates for ER (Christine Holmes, SJSU) | Data Sync Collections: Update (Luiz Mendes)

Chat Transcript

01:02:48

April 12, 2018

GobiChecker; Canceling & Closing Orders; Location of the new negotiated prices for Opt-in Resources

Presentations: GobiChecker (Jeremy Hobbs) | Canceling/Closing Orders:  Northridge (L. Mendes) | Fullerton (Moon Kim) | Sacramento (Nancy Opsahl)

Chat Transcript

01:03:06

April 5, 2018

Digital Bookplates

Presentations: Northridge (Marivic Ghorbani) & Sacramento, including presenter's notes (Israel Yanez).

Chat Transcript

47:27

March 29, 2018

Consortial Group (Review of Alma Release Notes); MARC Holdings for Single-Part Items: Revisited

Chat Transcript

55:41

March 22, 2018

Workflows for E-Books (Single Title) using Gobi API or not!

Chat Transcript

01:03:05

March 15, 2018

Management Tags; Setting Up SUSHI Accounts

Chat Transcript

53:25

March 1, 2018

Gov Docs Material Type; Withdrawals, Suppression of Records Policies; Merge & Combine Records in NZ, etc.

Chat Transcript

01:06:06

February 22, 2018

Tools: Book-Be-Gone, ASRS Fetcher, LazyLists, Item-Be-Gone & Use Cases

Chat Transcript

57:32

February 15, 2018

Marcive Documents without Shelves Update; NZ Duplicate Records: Merge & Combine

Chat Transcript

48:16

February  8, 2018

Names of e-Collections in NZ; Opt-in Searching & Ordering; Online Services Order

Chat Transcript

46:44

February  1, 2018

Cleanup of TXT file using MS Word; E-Activation Task List; NorCal CSU TS Meetings Update

Chat Transcript

59:59

January 25, 2018

NZ Restore Job; Training Topics; & Reminders (OCLC Matchpoint, etc.)

Chat Transcript

47:51

2017







December 14, 2017

New Alma User Interface (UI) Demos (recording no longer available)

Chat Transcript

43:04

December  7, 2017

Work Orders Intro.; Using Work Orders

Chat Transcript

01:02:15

November 30, 2017

Shelf Ready Workflow; Google Scholar Links (Find It at...) Update

Chat Transcript

01:00:57

November 16, 2017

Analytics (Basic Tour; Title Counts; Weeding Reports; Withdrawn Item Reports, etc.)

Chat Transcript

00:59:01

November  9, 2017

DDA (or, PDA) Workflows; Updates

Chat Transcript

01:00:13

November  2, 2017

Working with the Community Zone Updates Task List and Gobi API Demo & EDI Invoicing setup (recording no longer available)

Chat Transcript

01:04:00

October 27, 2017

Primo Norm Rules Changes Update; Dealing with Non-English Bib Records

Chat Transcript

58:06

October 19, 2017

Provenance Code (Item Record); New "Things" (ERM); Journal Title Display (130 & 245)

Chat Transcript

01:03:28

October 12, 2017

Host Bibliographic Record; Electronic Material Type; Enhancing OCLC Record or CZ Record for E-book, etc.

Chat Transcript

56:35

October  5, 2017

RapidILL: Local Field; Single E-Book Title Purchases & Management; Import Profiles for Batch Creating Item Records, etc.

Chat Transcript

57:59

September 28, 2017

Searching for Opt-In E-Resources in the NZ; Contributing/Sharing IZ Records to NZ

Chat Transcript

01:00:47

September 21, 2017

RapidILL: Setting Up Publishing Profiles & Local Fields

Chat Transcript

58:38

September 14, 2017

Upcoming NZ Record Clean Up; MARC Holdings Record (Best Practices)

Chat Transcript

01:00:20

September  7, 2017

Publishing to OCLC: Sacramento University State Library (Document. No recording available)

              -----

---