2022-04-07 Meeting notes

Record: Tamara

Announcements

No meeting April 14th

May - strategic planning meetings facilitated by Caitlin Nelson, SILS Product Manager

5 min

Notetaker: @Kevin Balster
Time Keeper: @Judy Keys
Actions: @Natalee Bell

No meeting April 14th

ACQ/ERES License Terms Display-
Wednesday, April 6^th, 11 am-12pm Pacific

Update group on license terms display decisions, next steps

5 min

@Tamara Pilko

Licensing Session folder - List of UCD’s terms that display in Alma (56 terms) and Primo (11 terms). Recording

Next steps: ERES and ACQ leadership will consult with CDL about what decisions need input from the group. Then schedule follow up group meeting

930/973 Fields for e-collection name

Review feedback from RM and DISC subteams.

Use input to finalize decision page.

Example Analytics Report to show all portfolios in a collection: Community>Institutions>UC Santa Cruz>Example reports>TP List Portfolios Tool

15 min

@Tamara Pilko @Paula Pascual

From RM:

• Delineate the difference between what is allowed in the 973 and 930

• Main “use case of concern” is collocating resources. Varies widely by campus, so recreating functionality is a local issue. Recommend pointing out the impact that inconsistent use of these fields will have on Primo (highlight that this is not the way to collocate resources anymore)

From DISC:

• 973 for legacy data collection (Staff only) or non-e-Resources collection

• doubt that the ERES decision will have any impact on discovery

• Still need to finalize alternative solutions for collocating e-resources.

• DISC likely not considering staff as “standard user” when determining impact on discovery

• Might have discovery impact on smaller sets of users

@Paula Pascual to use input from groups to finalize decision page.

Alma Analytics

Knowledge sharing, temperature taking

15 min

@Tamara Pilko

The ERES Work Plan contains several items re: “Reporting/Analytics”

• Any standard dashboards? Or reports you’d like to see?

  • Continual problem to connect expenditures with inventory. Impacts ability to effectively use Analytics for financial reports.

  • quarterly report illustrating e-inventory statistics at unit level (portfolios activated, resources purchased, etc.)

• Interest in building report together?

  • Possible candidate is UCOP reports

• Support for SILS-Analytics “support group”

@Tamara Pilko to reach out to SILS operations center.

Round Robins

Information sharing

15 min

All

• UCSB: most databases and portfolios in local “UCSB” collection. Anything we need to know before moving these to the relevant CZ collections?

  • No issues with ebooks

  • For journals, if IZ portfolios are in the same collection as NZ, the IZ coverage is the only one used. Consider using different CZ collection

• When activating link-in-record collections, is it normal for them to take long periods of time to appear in Primo VE?

  • Yes, and can open a case if it seems like it’s taking too long

• How to handle collections that have portfolios and are also “link in record”?

  • Generally rely on CDI linking, unless there’s a specific reason portfolios should be on.

  • Also might need to consider whether the collection is part of “Easy Active.” If not, then portfolios might be needed.

Wrap Up

Review actions and decisions

5 min

Parking Lot

Capture important topics for future discussion:

• Discuss status for CDL converting campus reports using “E-Collection ID” rather than 930?
  Ex: CDL Tracking
  SCP Monthly Updates

• Sandbox access to NZ by a couple of ERES members for campuses to facilitate understanding/testing for our deliverables

• ERES Work Plan - Continue to gain familiarity with work plan deliverables

60/60