2023-01-19 Meeting notes

Record: Tamara

Announcements

Share announcements

5 min

Notetaker: @Tamara Pilko
Time Keeper: @Katie Keyser
Actions: @Judy Keys

Tamara on leave starting in February. Sarah Lindsey will be UCSC rep

1/20/2022-ERES one year anniversary!

UCLA accounting is asking for record of where vendor servers are located for each invoice line - any other campuses encountering this? -None of attendees today

CDLNZ-TF

Updates

5 min

@Tamara Pilko

@Sherry Lochhaas

Case still open with ExL about the presence of order button on NZ resources

Cont. testing with POLs and Analytics and how CDL manages orders across fiscal years

ExL consulting is getting set up, will begin in near future

Idea Exchange - All-Chairs needs input from all Subteams “Ability to run Analytics reports on Alma Configuration settings”

Read the Idea (status changed from proposed to under review) Next meeting we can bring ideas for desired reports.

2 min

Apologies - Michelle added this and is not in attendance. Goal is by 2/14 to submit ERES' top 5 reports our subteam would like to see supported. For now, just read over the idea.

ERES (@Michelle Polchow @Jason Dezember @Judy Keys @Katie Keyser @Kevin Balster @Natalee Bell @Paula Pascual @Sherry Lochhaas @Tamara Pilko)

ExLibris Sales Force Tickets - Oxford Ebook links outdated in Alma

Gather up all of the individual campus ticket numbers to pass to SILS Operations for their customer service meeting on Monday, 1/23

2 min

@Tamara Pilko

UCLA - #06614595

response from 1/19 - target parser updated in CZ but not being pushed to IZ. ExL suggests deactivating/reactivating the Scholarship collection

UCD - #06529581

UCSB - #06627319

UCSD - #06602674

CDL - #06628968

ERES expectation is to receive updates from the CZ, not to manually activate/deactivate collections - ask to have ExL confirm this is possible.

SWOT for ERES

• strengths

• weaknesses

• opportunities

• threats

Planning

20

@Paula Pascual

Continue working from notes at last meeting:

• Agreement on needing to go over work plan again, and whether it still reflects campus priorities

  • Need to prioritize things on the plan

  • asking for feedback - are the things that are high priority for campuses, or need attention, reflected on the work plan?

  • Multi-series e-collection level records:

    • CDL working on this? Need to follow up on status

  • Sharing of e-resource licensing info across UC:

    • still high priority for UCI

    • original recommendation is for CDL to host listserv. Need to follow up on status

  • Shared decisions around the CZ:

    • No campuses seem to be struggling with this.

    • Consider removing from the work plan

  • Additional process work on NZ/IZ deduplication:

    • RM may be working on this more

    • Current language is a bit vague

    • Potential issues:

      • coverage dates if a resource is activated in more than one place

      • possible to purchase eDDA title that’s already owned by CDL

      • any others?

    • Need page to document use cases

  • CDL/campus e-resource workflow:

    • CDL working on it

  • reporting/analytics

    • some covered by project team

    • ongoing sharing in ERES

  • Scoping IP ranges

    • gather status at each campus?

    • engage Discovery - probably delegate

  • Perpetual access

    • create a policy page about the mechanics between IZ and NZ and how portfolios show coverage (IZ trumps NZ) “Best Practice” for recording IZ perpetual access

    • need to flesh this out/break down into components - long term v short term goals consortially. What do we need to know in this area?

  • Space for discussing current campus practices/workflows

  • E-Resources troubleshooting communication

    • Is Slack working? Need another avenue?

1/26 cont. with prioritization

Items of Concern

• Responsible Use of ER policies/statements for campuses (Natalee)
  
  

• Single-sign On (shibboleth) (Jason) new topic for 1/19/2023

Information Sharing

20

All

More examples 'Responsible Use':

• UCB - https://www.lib.berkeley.edu/about/conditions-of-use-for-electronic-resources

• UCD -  https://library.ucdavis.edu/copyright-teaching/ and at bottom of VPN instructions: https://library.ucdavis.edu/vpn/

• UCSD: https://library.ucsd.edu/about/policies/appropriate-use-of-licensed-electronic-information-resources.html

• No specific CDL statement, but only license language https://cdlib.org/services/collections/licensed/resources/redacted-license-agreements/#https://www.cdlib.org/services/collections/redactions/

  
  Last week’s discussion (responsible use):

• Any prominent language used to tell patrons what acceptable usage of e-resources entails?

  • UCI: https://www.lib.uci.edu/conditions-use-and-licensing-restrictions-electronic-resources

  • UCLA/UCB generally relies on following up on breach notices by contacting user

  • o.k. keeping current approach given nuances, or recommend having discussion about consortial language?

    • current approach seems o.k.

postponed SSO discussion until 1/26 - Jason absent

Wrap Up

Review actions and decisions

5 min

Parking Lot

Capture important topics for future discussion:

60/60