2022-02-24 Meeting notes

Membership update

5

Adriana last day March 4, 2022- ACQ

Team Charter

Responsibilities:
ongoing rotation of responsibilities

Assign Team Charter Doc, Part III for two volunteers to review other Phase 4 agreements for how to work together and propose set for our group.

2 min

Michelle Polchow

Judy - Note taker
Katie - Timekeeper
Natalee - Action Items

Team Charter Document (Confluence)

Suggestion for Part III to use previous team charter wording for this section.

2-3 week due date

Put on agenda for next week to work on Team Charter, Expectations and Work Plan

@Carla Arbagey to review

Phase 4 Handoff Assignments

Announce, identify document location and review assignment philosophy

Acquisitions

E-Resources

Digital Collections

Discovery

Fulfillment

Resource Sharing

Operations Team

Resource Management

CDL items are separate

@ER members check with colleagues to see what questions/concerns there would be for individual campuses if there was a discontinuation of 930/973 fields.

Report on CDL Vendor/License/Acquisitions framework in support of local members processing new NZ acquisitions

Update E-Resources Subteam

5 min

@Michelle Polchow @Lisa Mackinder @Tamara Pilko

Update on 2/14/2022 meeting with ACQ

Work plan proposal Step #1 - test NZ

• Did a data test Feb 16, 2022: found some issues with implementation: Negotiating license functionality allows for cost sharing at campus level, but doesn’t allow for it every year. Doesn’t keep record of previous payments. Can we shoehorn something in to make it beneficial enough? Lots of data-entry. Might streamline from campus standpoint, but may not be worth it.

• Alternatively, could we let campuses connect to NZ records for licensing and local recharge

• Could be part of future ExL site visit

Need somebody to confirm whether cost-sharing data is carried over year-to-year. Maybe need to use Analytics to pull data.

@Tamara Pilko and @Lisa Mackinder to continue testing

@Tamara Pilko to reach out to ExL about additional details

@Michelle Polchow future Ex Libris campus site visit post-go-live

Multi-Series Records

Educate Subteam on problem with ultimate goal to create a policy, or procedure for determining workflow and data consistency between campuses

@Lisa Mackinder

ERES Decision Page

Multi-Part E-Collections

Background:
Two documents CDL circulated October 2021
CDL proposals for handling electronic resources with “multi-part” collections

three proposed CDL models

• Alma organizes collections in similar way to 360 Search & SFX

• Identified 431 collection records that correspond to ~30 collections that we consider overarching collections.

• Some collections can have several different choices for overarching collection. Example, Elsevier - have two separate SD collections - one for books and one for journals? Or just one for all of SD?

• Another possibility is just suppressing collection bib records. CSU follows this method. But this is being discussed because CDL received feedback that users wanted single “JSTOR” collection record.

• If IZ’s enable Browse/Search function, then these collections would not show up. You would not see any NZ resources. @Tamara Pilko confirms she cannot find Factiva Db record using Browse Search by Title. It would be an enhancement request to fix.

• Possible for campuses to have local version of collection bib record

• Many questions about how to operationally create and manage top-level collection records

• Previously sent to Discovery folks for feedback, but didn’t ask for formal recommendation.

• CDL cleaning up up ~1600 collections in NZ

• Benefit in asking CSU and SUNY why they decided to suppress all collection bib records?

• Important to keep in mind which end users we’re helping/hurting by either suppressing or unsuppressing collection level records.

• Ok to ask for feedback just on JSTOR for the moment

• Need to be able to treat different collections differently. Rigid model won’t work.

@Lisa Mackinder to formulate feedback request on just JSTOR.

@Michelle Polchow to reach out to SUNY to get background on their practices

E-Resources Troubleshooting

Factiva &
ScienceDirect Journal packages

• Portfolio behavior with two coverage dates

• Freedom Collection with no coverage dates

NERS

nominate 1-2 total members to join the OT NERS process subteam

The SILS Operations Team would like to share a recent decision page on the ELUNA / Ex Libris New Enhancement Request System (NERS) voting process. Each year ELUNA runs the voting process for new enhancements. A great explanation of the process and timeline are here: 

• Timeline: https://calstate.atlassian.net/wiki/spaces/ULMS/pages/2522415135/Alma+Primo+Enhancement+Cycle+2021-2022  

• Process: https://el-una.org/product-development/ners/

• decision page is here: NERS Voting 2022 process - March voting round

Resources to know about:
Alma March 2022 Release Highlights

Knowledge sharing

0 minutes

Michelle Polchow

What's new in the Alma March 2022 Release?

View this month’s What's New Videos and all the videos for all available releases on YouTube

Alma Announcements (on menu bar)

Sign up for Alma Listserv

Wrap Up

Review actions and decisions

5

Parking Lot

Capture important topics for future discussion

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