2025-03-06 Meeting notes

Record: Jharina

Announcements:

CDL: No updates

All Chairs: No updates

Share announcements

5 min

@Paula Pascual

Note taker/Actions: @Jeremy Whitt
Timekeeper:

Last meeting notes: 2025-01-23 Meeting notes

Standing Item: ExLibris Support Tickets

(UC/ExL mtg, monthly on 3rd Friday: agenda)

Info Share

5 min

@Paula Pascual

any outstanding items from the last support meeting?

any items to add to this month’s agenda?

No items.

Standing Item: Reviewing ExLibris updates and releases

Info Share

5 min

@Paula Pascual

Links to Sources of ExLibris Updates/Release Notes

Alma 2025 Release Notes:

• Automatic Upload Electronic Holdings from Sage

• Overlap Collection Analysis Now Takes Into Account Embargo Periods

• Support for COUNTER R5.1 Reports

• Portfolio General Note field added to E-Inventory > Portfolio and E-Inventory > Portfolio Details for Consortia Members > Portfolio

• Bug fixes

Decision pages vs. Best practices

Info Share/Discussion

1. Where did the decision pages/Best practices come from?

2. Where do they come from now?

3. Are there any new Decisions/Best Practices that should have a page?

4. How do we finalize Decisions/Pages in this group?

Goal is to add to policy of how an item becomes a decision or best practices page.

Phase IV wish list items that were delegated to ERES led to the https://uc-sils.atlassian.net/wiki/x/HYAWbg?atlOrigin=eyJpIjoiNTlkZGVhZTlkOThjNGE3MDgwOGU4ZjRlYmZiZjcyNWEiLCJwIjoiYyJ9.

Some discussions lead to decisions and best practices, some are left to individual campuses to decide.

How do we tell when something is a decision page or best practice or needs a vote?

• SILS Service Documentation Hub : Decisions document where OSTs have formally made a recommendation, voted, and decided; decisions are tagged with the “decisions” label

• Workflows, policies, and practices are simply pages that are NOT decision pages - any kind of information that UC Libraries staff need to collectively know about the SILS Service; policy, practice, and workflow pages are tagged with the “pnp” label.

• ERES Workflow Decisions

Any current items that need a policy? Many items in workflow or investigation mode. Think of work that has implications for policy or practice for the rest of the system.

Policy on how an agenda item becomes a Page/Decision/Best Practice

Standing policy for E-Res group

@Paula Pascual: Add Tamara’s links (above) to a page or as a standing item somewhere in ERES notes

EBSCOhost - New UI migration

• Campuses are planning to migrate at various times, including April, June, and early July.

• https://roadmap.ebsco.com/

• Personal accounts: searches, saved records, projects should migrate

All: Let Sherry know when your campus is migrating to the new EBSCOhost UI

Wrap Up + Action Items

Review action items and next steps

5 min

@Jeremy Whitt

Parking Lot

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