Page Comparison

Record: Tamara

Announcements

No meeting April 14th

May - strategic planning meetings facilitated by Caitlin Nelson, SILS Product Manager

5 min

Notetaker: Kevin Balster
Time Keeper: Judy Keys
Actions: Natalee Bell

No meeting April 14th

ACQ/ERES License Terms Display-
Wednesday, April 6^th, 11 am-12pm Pacific

Update group on license terms display decisions, next steps

5 min

Tamara Pilko

Licensing Session folder - List of UCD’s terms that display in Alma (56 terms) and Primo (11 terms). Recording

Next steps: ERES and ACQ leadership will consult with CDL about what decisions need input from the group. Then schedule follow up group meeting

930/973 Fields for e-collection name

Review feedback from RM and DISC subteams.

Use input to finalize decision page.

Example Analytics Report to show all portfolios in a collection: Community>Institutions>UC Santa Cruz>Example reports>TP List Portfolios Tool

15 min

Tamara Pilko Paula Pascual

From RM:

• Delineate the difference between what is allowed in the 973 and 930

• Main “use case of concern” is collocating resources. Varies widely by campus, so recreating functionality is a local issue. Recommend pointing out the impact that inconsistent use of these fields will have on Primo (highlight that this is not the way to collocate resources anymore)

From DISC:

• 973 for legacy data collection (Staff only) or non-e-Resources collection

• doubt that the ERES decision will have any impact on discovery

• Still need to finalize alternative solutions for collocating e-resources.

• DISC likely not considering staff as “standard user” when determining impact on discovery

• Might have discovery impact on smaller sets of users

Paula Pascual to use input from groups to finalize decision page.

Alma Analytics

Knowledge sharing, temperature taking

15 min

Tamara Pilko

The ERES Work Plan contains several items re: “Reporting/Analytics”

• Any standard dashboards? Or reports you’d like to see?

  • Continual problem to connect expenditures with inventory. Impacts ability to effectively use Analytics for financial reports.

  • quarterly report illustrating e-inventory statistics at unit level (portfolios activated, resources purchased, etc.)

• Interest in building report together?

  • Possible candidate is UCOP reports

• Support for SILS-Analytics “support group”

Tamara Pilko to reach out to SILS operations center.

Round Robins

Information sharing

15 min

All

• UCSB: most databases and portfolios in local “UCSB” collection. Anything we need to know before moving these to the relevant CZ collections?

  • No issues with ebooks

  • For journals, if IZ portfolios are in the same collection as NZ, the IZ coverage is the only one used. Consider using different CZ collection

• When activating link-in-record collections, is it normal for them to take long periods of time to appear in Primo VE?

  • Yes, and can open a case if it seems like it’s taking too long

• How to handle collections that have portfolios and are also “link in record”?

  • Generally rely on CDI linking, unless there’s a specific reason portfolios should be on.

  • Also might need to consider whether the collection is part of “Easy Active.” If not, then portfolios might be needed.

Wrap Up

Review actions and decisions

5 min

Parking Lot

Capture important topics for future discussion:

• Discuss status for CDL converting campus reports using “E-Collection ID” rather than 930?
  Ex: CDL Tracking
  SCP Monthly Updates

• Sandbox access to NZ by a couple of ERES members for campuses to facilitate understanding/testing for our deliverables

• ERES Work Plan - Continue to gain familiarity with work plan deliverables

Total

60/60