2022-07-19 Meeting notes

Attendees

  • Tom Bustos, Operations Team (co-chair)

  • Stacy McKenna, Acquisitions Operations Subteam chair

  • Michelle Polchow, eResources Operations Subteam chair

  • Jesse Kruppa, Discovery Operations Subteam chair

  • Ernesto Mendez, Fulfillment Operations Subteam chair

  • Alison Ray, Resource Sharing Operations Subteam chair

  • Liz Miraglia, Resource Management Operations Subteam chair

  • Caitlin Nelson, SILS Operations Center at CDL representative

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

(STANDING ITEM)

Subteam Roundup

Check-in on OSTs - capture any shared issues or cross-team task

0

Team

F -

  • Exploring AFN Borrowing Harmonization (# of Borrowing items).

  • AFN Consortial User Block/Cash Limits Testing Continues

  • Newly Subgroup Created to standardize workflows for AFN Missing Items from Hold Shelves, etc.

Resource Management:

Acq: Reviewing needs assessment from the CDLNZ-PT. (Related - mentioned CDLNZPT work, especially challenges around seeing other units in progress purchases, to Shared Print Steering Team when the issue of collective purchasing decisions came up.)

Resource sharing: still digging into analytics (disappointment in lending stats growing…); met with vendor (OCLC) about ext. broker (VDX with Tipasa) replacement; (with f ost) working on consortial user block for afn requests; starting to think about adding in other rs alma modules ('direct' fulfillment netowork, p2p ill-ing)

DISC: Primo Repository team is meeting and hashing out organization and standards for sharing code and documenting use with the repository, making that code findable for campuses.

Discussed future approach to Primo Enhancement request

Hashing out testing for CDI Full Text Search toggle,

Preparing to revisit FRBR Suppression after the Alma/Primo refresh, test locally, then report in mid-Sep.

Discovery is slow going. Every "bug" that we uncover ends up uncovering more, interconnected problems that we have to take to Ex Libris and then wait for them to confirm and fix. I assume this will be a normal thing for us and the Discovery workplan will grow faster than things will be resolved.

 

2

Access for non-cohort staff to Cohort Drive

Make a recommendation / policy for access

15

Team

Non-cohort access policy

Non-cohort access tracker

SOC had a request for “the entire Drive” and was wondering if that was okay. = Broad access is fine - we’re not worried about people within UC Libraries being “malicious actors”. But SOC should do a little reference interview to find out what folders they actually need.

Parameters:

  • View-only access unless specifically requested and approved by OST

  • UC Libraries staff

  • .edu address only

OST chairs will always be notified, so there’s oversight.

 

 

3

Questions from Slack

 

5

 

There are assumptions and questions throughout the system (especially not SILS) about what the NZ can do, what data it has, etc.

  • Shared Print

  • RLF

  • Collection development

  • Usage stats

  • Spending across vendors

  • Resource sharing

  • overlap of collections, both print and electronic. subject analysis, collection development. vendors and licenses overlap

  • cost usage local vs CDL is a big one, and tricky in Alma

Is there an education need for non-SILS staff to (re)learn about Alma/PrimoVE and how it works so far?

  • Yes, we think so

  • Escalate to OT/LG

  • what mechanism do we implement to make sure that information goes out?

 

@Tom Bustos to bring education request to OT/LG
4

STANDING - Work Plan Directory review

 

10

Team

Work Plan Directory

 

 

 

5

Ex Libris Support Call Reporting

Items requested by this team included:

10

Tom/Caitlin

 

 

 

6

ExL Support Call Questions for the next call (4/18)

ExLibris / UC Library Support call Monday, April 18. Do you have any questions that would be appropriate for a consortial call with the North America Support Team?

Specific Tickets that need to be addressed?

10

Tom/Team

feel free at any time to reach out to UC side of this team

SILS SM (Caitlin), OT chair (Tom), OTvhcair (Jackie), NZ Admin (Gem SL)

Resource Sharing folks have been putting in tickets on how to make Analytics - there are zero canned reports from ExL for our set up - can we ask them for some? (mentioned in comment on UCD case # 06321175)

 

 

 

7

Parking Lot

Capture important topics for future discussion

 

 

 

 

 

 

8

 

Total

50/60

 

 

 

 

 

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