2024-06-21 ULMS Steering Committee Meeting Agenda

10 min

Introductions

Christina H

new chairs, outgoing chairs

10 min

COLD Update

David

Christina

(maybe Amy; John W is out of office)

May 9 - 10 San Bernandino

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

7 min

General ULMS updates for Steering Committee

Christina H

• ULMS nominations & selections complete

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

• eCAUG October 24-25, 2024 at CSUCO

• CO staff access to online library resources

7 min

ULMS satisfaction survey

Christina H

• ULMS satisfaction survey update & report & discussion

10 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

5 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 close

• norm rules task force. Christian Ward will run and working on priorities and new plans

• linked data task force - two groups being formed for next year

7 min

seeing each others SalesForce cases

Christina H

update and discussion

24 min

ELUNA conference

Christina H

What we learned

Things that might cost money

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

10 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)

• Committee met on May 7^th and had final meeting on June 4^th.

• Finalized CSU Libraries’ Alma & Primo Analytics Consortial Folder Policy and added to the wiki

• Held an open forum on April 25 soliciting feedback on policy. Not a lot of feedback on the policy other than that folks agree and appreciate the work done by the group. Christina also presented analytics related satisfaction survey results at the open forum.

• Discussed removing delete permission from some analytics folders

• Held another open forum on June 13 where Jung Ah went over several ELUNA analytics sessions and exercises.

Discovery (Keven)

• Ken Herold, CSULA will chair next group

• Hannah Lee, CSUDH will continue the VETT working group in the next year

• ELUNA conference (2024) highlights

  • the application of genAI in alma/primo will be limited in the near future

  • interesting applications of linked data coming

• 2024/2025 Priorities

  • Collaboration with Data Issues & Norm Rules TFs

  • Exploring AI, especially Alethea (Leganto) & Primo Research Assistant

  • VETT: Primo NDE, move to Angular, Central Package

  • Linked Data

  • Reporting customizations, variations, and modifications across the CSU

  • Mobile Experience

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)

RMFC: some folks are cycling off, new folks joining, Corinne will chair next year.

LDTF: "The LDTF is wrapping up its work for the year with a meeting on June 25.  The group focused on 3 areas of activity this year:

1. The hands-on LD learning project using CSU Buildings in Wikidata in which 11 campuses got involved in some way

2. Exploration of interest and capacity in the CSU for looking into emerging LD applications for digital archives and institutional repositories

3. An initial information gathering round about LD-specific enhancements coming to the Alma/Primo environment in 2024-2025

Work areas 2 and 3 have led to the formation of 2 study groups which will report their findings in Spring 2025 to the Digital Repositories and ULMS Steering Committees respectively. In addition to surveying products and new workflows/system tweaks and implementations coming to Resource Management and Discovery staff especially, both groups will be recommending the types of (re)-training programs which CSU tech services staff will need to engage in during the next 2-10 years.  Currently, we do not envision that the LDTF itself will meet much, if at all, during 2024-2025 while these 2 study groups are running.

The last point is still a bit up for discussion in the June 25th LDTF meeting but wise to get on the Steering Committee's radar.

IDTF: We are considering trying to get more buy-in for Homosaurus assignment, and working on a training page still for catalogers to reference. We're also waiting for the translation of the Homosaurus into Spanish (and will see if we want to tackle adding Spanish language Homosaurus terms to our Spanish language materials).

Resource Sharing (Rosemary)

• Borrowing Research Methods Back-To-Basics, May 8, Sara Larson-CNO

• Rapido WorldShare Lending Refresher, May 22, Astra Gleason-CSO

• Last, I-SPIE TV May 23 2pm-3pm

• 2024 virtual I-SPIE Conference, virtual July 24th and July 25^th (draft agenda?)

• RSFC office hours have ended