2024-11-18 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

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Head of SCP recruitment underway

New portal for submitting enhancement requests (NERS => CERV): https://enhancements.exlibrisusers.org/

UCSB and UCI will implement Rialto before the end of the calendar year

GOBI Cataloging Services Subscription Review Project Team

Provide updates to the team about this SCLG-charged project team and share opportunities for feedback as they arise

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Project Team Roster

• Laura Fouladi

• Jason Chodur (SCP)

• Osman Celik

• Lisa Spagnolo

• Tricia Lampron (UCI Cataloging)

• Hermine Vermeij (UCLA Cataloging)

• Roger Smith (UCSD Collection Development/AUL)

• Isabel Encinas (UCSD Print Acquisitions and Processing)

Topics from Slack

Recap discussions for any follow-up or further discussion (if any).

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• Two new Acq-related Idea Exchange items (just submitted!) : Add/modify fields from Vendor Record for Analytics and Add Detail for Payment Method=Accounting Department in Vendor Record/Account

• License information for physical materials (DVDs or other media in particular) in Alma

  • Currently can’t link licenses to item records (relevant Idea Exchange post)

• GOBI - did the peer comparison w/ title lists at some point change to this Peer Ranking report?

• Lisa copied UCD’s Interested Users procedures into a document and shared here

• Suppress from External Search vs. Suppress from Discovery

  • Only documentation: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes?mon=202002

• Is there a way to force Alma to restrict manually added POLs to the vendor listed on the invoice?

  • Probably not, (relevant Idea Exchange post)

• Reporting Code-related query - if you are on a campus with more than one Alma library (thinking Irvine sharing w/ Law etc.), how are you coordinating POL reporting codes? We are talking about expanding our uses (currently Main is just using 1st), and have different needs in Main vs. Law.

UC-Ex Libris Workstream Improvement Project

Discuss timeline and mechanism for feedback on preliminary Discovery Report

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All

From email:
The WIP is a two-year project between UC and Ex Libris, in which Ex Libris will make improvements to software and services for the UC (and with benefit to the larger community). The first stage of the project is the identification of issues that need to be addressed - called the Discovery Phase. After several months of investigation and discussions with the WIPT (WI project team), Ex Libris delivered their preliminary Discovery Report on November 14th, which contains all their recommendations for what could be worked on during 2025-2026. 

We now need SILS experts to review these recommendations and help the WIPT decide on the final list of UC-approved issues to work on. That work includes making comments, revisions, deletions, and even new suggestions if needed to ensure that UC gets a final list that will improve our Alma/Primo VE experience.

During November and December 2024, each OST (and All Chairs), Operations Team, and Leadership Group will have a chance to review and submit comments/revisions. WIPT is also available to meet with groups for in-depth discussion, and we may call on select individuals to help us refine the work as well.  

Our revisions are due back to Ex Libris at the end of January 2025. In order for the WIPT to aggregate all the feedback, we are asking for feedback on the preliminary Discovery Report by Wednesday, December 11th. SILS Cohort member groups will be given a “comment copy” of the report to work on through your SILS group. 

Testing Project: How to Order CDL-Managed Resources in Alma

Find volunteers who are interested in working with CDL to test the different options for creating IZ POLs off NZ inventory and bib records and how those options impact acquisitions workflows, reporting needs, and discovery

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Last round of testing: https://drive.google.com/drive/folders/1zVKZcB4ZBWUKilLQH6oFvZX7Qp_aNgOk?usp=drive_link

Volunteers:

• Judy

• Osman

• Susan

• Maricel

@Laura Fouladi will reach out to volunteers with survey about current practices

Other topics

Parking Lot for Previous Action Items