2021-06-09 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

3

Lisa S.

Admin Items

• Announcements

• Other

2

Lisa S.

Insert End-User Outreach/Communication aspect into Testing agenda items for next few weeks.

Remember to check/add your out dates in our tracker

Updates: specifically from PPC (and other SILS groups)

Shared understanding of PPC and other SILS group activities, including what is routing to/affecting our FG.

10

Lisa S. - Carla / others

PPC meeting June 4 Notes

• Decision Pages - many pages reviewed, approved - 001 and 002 APPROVED

• Analytics: Lisa S. sent email to Xiaoli and John R. for TSELG to consider Analytics coordinating structure (institutional reporting, cross-functional, etc.)

  • why we want to review Analytics--systemwide reporting

  • no dedicated group

• SCP records going away

  • Discovery is concerned about what this means they will find

  • “User-experience” issues

  • difference between how CDI is about finding articles and book chapters while a book or journal “title” search is about find the “bib record; need to educate users (especially faculty) on the difference?

• Slowness problem--too much cache accumulating

MVP Work for Submission 6/11:

008 Best practices regarding troubleshooting/broken links

014 Configuration of E-Resources/Discovery Settings in Alma

Review of current draft, additional changes, hoping for approval for routing for PPC 6/11 (may have polishing, some cross-FG consulting before PPC)

30

All

008 Decision Page:

• Incorporating consultation with other groups as needed: Discovery FG, PSELG. Also has an End-User Outreach component and impact for local campus messaging.

• Day 1 vs. after clean-up or other changes that may affect troubleshooting path (including 006) - for both IZ-level and CDL/NZ-level.

• Comparing with CSU and SUNY troubleshooting documentation to facilitate framework for Decision Page.

  • heading off simple problems (e.g. UCD making sure users are in VPN)

  • triage: know who can solve the problem; also knowing the user’s path to the problem

  • Metadata problems in CDI: letting public-facing groups know what to look for and how to report.

• 6/9: Recent Updates, Need to do another round with Discovery FG, CDL - If AEFG develops to extent it can approve, may also have input/final touches from Friday’s PPC-NZ-CDL Subgroup before PPC.

• Approved. Thanks Jharina for hosting the extra sessions!

014 Decision Page - Alma/Primo Configuration that touches on Electronic Resources

• Text added to indicate areas of Display Logic Rules, General Electronic Services, and Direct Linking with recommendations.

• PubMed and other services that need additional configuration. UCD has not completely implemented the PubMed Augmentation as it requires an API Key.

• Some Display Logic Rules documentation per Ex Libris may need more testing post-go-live with Discovery FG (i.e., EBSCOhost, other services).

• Approved - desire to understand concrete examples

From 5/19: 008: Recommend using the locals' current method to contact the library to report a problem (varies by campus) , then designated staff will report to CDL Helpline

(006 decision page):

• Before finalizing decision page, Lisa/Carla sending email to AEFG to coordinate w/ local colleagues who manage ERs as appropriate on each campus, to manage outbound linking for content providers for ERs. Will coordinate w/ CDL for content providers as appropriate.

• 008 needs more workshop time; need to distill to policy level recommendations that can be appropriate across all campuses

• 008 decision page should be a policy document; with clear indication AEFG is working on procedure layers

• 008: CDL needs to create pages about recurring problems, and how campuses should interact with cdl, like salesforce vs CDL Helpline

• 008: Clarification needed w/ Lena and Christine re: known issues about Alma/Primo functionality and migration, vs known issues about setting up ERs.

Lisa S will bring the issue of efficient distribution of troubleshooting tasks to PPC.

006 Outbound linking from Vendor Platforms

Updates, assess next steps, sequence from 6/11 PPC through 6/18 and 6/25 - ascertain when 006 can be approved/routed.

15

006 Decision Page:

• See Lisa S' document from UCD work

• Draft Email (will need revision based on Alison’s feedback, how project may take shape)

• Image Sizes sent to Discovery FG/Alison for review by Lisa S.

Lisa S and Susan will confirm with ICs about base URLs and custom domains.

Possible Future Sessions

Considering possible sessions for UC-side consulting, including electronic resources.

10

Lisa S. / all

Post-001/002 Approval - how to build in infrastructure for collaborative e-resources support? Other topical areas?

Michelle Polchow at UCD has experience with WRLC/GMU e-resource management

Who should be part of a group here?

Discussed whether and who should make firmer rules around what goes into the NZ, by whom and when.

See Parking Lot

Planning Post-Day 1-MVP Items

Review of Calendar After Delivery of Day 1 MVP Items - Start of a Work Plan

10

All

Timeline for AEFG Testing Management

See PPC MVP spreadsheet

• Training / Documentation to prepare while still having access to Test instance.

• Building in a “Bye” Week?

  • seems to be preference for a break

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

85/85

Licensing discussion: Need to build out timeline, investigate what data can be exported, what we need to have in place.

Training placeholder: outbound linking (needs confirmation of SFX availability); EDI invoicing.

Analytics: look into doing an internal training session once MVP decision pages are done