Jessica created a License Terms and Setup and Script How-To Page and will share more at an upcoming Open Forum
We’re almost done reviewing all of the old Acq/ERM pages on the wiki. Once we’re done, we’ll share with Brandon and see what next steps are for editing the pages.
Still waiting on the ERM and Acq contact list. Wendy is working on it and I’ve asked another Acq member to work on the Acq portion to assist.
Assessment & Analytics
Analytics & Assessment FC has a number of Task Groups, some in collaboration with other FCs.
Data Visualization TF - requested COLD input for the next Dean's Dashboard iteration
ACRL/IPEDS reports - January crunch time yielded a number of inquiries.
SRU (Search + Retrieve via URL) - application demo ready in the next couple of weeks.
Resource Sharing
Dashboard: NZ/Shared Folders/California State University Network/Dashboards/CSU Resource Sharing
Cost per Use study
Frequently borrowed titles/subjects
Looking at a variety of failed request/borrowing reports to create tools. e.g., immediate cancellations may point to config. issue
The group is working to articulate best practices, policies and procedures.
Discovery
Uresolver task force continues to work on developing improved Get It UI and functionality.
Uresolver task force will provide update at next Discovery Open Forum on April 10.
Creating Network Zone course reserves analytics to determine a successful course reserves program has proved to be challenging. We are continuing to develop and fine tune reports.
Representatives from FFC and RSFC have been identified to develop standards for the condition of CSU+ items loaned and returned from borrowing campuses. They had their first meeting this week.
Anonymization recommendations will be the next project, but has not started yet.
Fulfillment Open Forum was held on February 26th with 35 attendees. Demonstrations included:
Request Pickup Configuration
E-reserves: how to set up in Alma and how to discover using the enhanced course reserve search
Marking a location as unavailable to allow requests even if the item is in place (e.g. for course reserves, special collections, etc.)
Out of the box reports—changes needed since new release
New release--Lost and Paid items. Demonstration and overview of potential issues.
Recording link is included in the meeting notes with the start time of each demo noted.
Draft completed and posted online. To be presented at TS Open Forum for comments.
Policy Review
Committee will complete review by March 22, 2019.
Committee will forward to ACQ/ERM recommendations from Resource Management on Policies/Best Practices related to acquisitions and e-resources for further review and consideration.
Resource Type Field
Ex Libris announced that the order of the resource type table has been updated. Per Development, due to issues with the 347 field, it is being removed effective with the April 2019 release. See Resource Type Field.
NZ Management Group
Continues to check Daily OCLC Loads;
Checked Marcive record load, which now included file of Updates, and no problems were identified;
Members (Israel and Luiz) participated in a meeting with Jessica to assess e-book record loads for Safari (updates and deletes). Decision: Weekly removal of Safari deleted records.
Next Steps:
Group decided to perform quarterly cleanup of NZ records for e-resources with no portfolio;
Group will perform NZ record cleanup for print with no inventory. (Israel devised a method to assess and compare records for bound-with during the “identify” phase to ensure NZ records for bound-withs would not be impacted. Sacramento, Pomona, and Northridge volunteered to create a list of all bound-with records to be used as comparison prior to NZ record cleanup.)
Group’s site has been created. Meeting Notes and links to documents, including Monthly Testing Results, are now available.
Analytics Training for the TS Open Forum scheduled:
March 28: Resource Management Statistics (Karen Schlesser)
April 11: Analytics: Using Library of Congress Classification Reports (Lauren Magnuson)
Resource Sharing
Met with COLD and they approved the CSU+ Philosophy with a friendly amendment regarding assessment.
Evaluated if workflow profiles need any changes. Some workflow profiles that were turned on by Ex Libris at launch are unused so we are turning them off to clear up any confusion.
Wiki policies are up to date. Revisiting the policy on lost book payment to see if it can be improved.
Investigating contact information and confusion caused by the Unity takeover of Tricor.
Met with Lauren Magnuson about the Tipasa Task Force’s report. Will be made public from her group shortly.
A. John will be the Steering Committee Chair for two years because COLD had trouble finding a vice chair. This brings up questions of continuity going forward. John suggests that we re-visit next year if we continue to have trouble finding COLD members to serve as the Steering Committee Chair.
B. Is there also a challenge regarding the continuity of the functional committees? What do we do if we can't find a functional committee vice chair.? What is a good size for the committees? Based on the discussion, there is no need to change the size of the committees or to alter the described duties of the vice-chairs at this point.
C. Should we separate the Acq/ERM committee? There not much overlap in their assignments. The committee has been heavy on ERM. We may have the potential to do more in Acq. Should Acq join Resource Management in a Tech Services group?
Action on C: Luiz Mendes (Unlicensed) and Kirstie Genzel (Unlicensed) will develop a proposal for the Steering Committee to to evaluate. Because we will ask for committee nominees in April, Carlos asked them to have the proposal ready for discussion before the April Steering Committee meeting.
10 mins
ULMS Role in evaluating/recommending ExLibris products and the the formation of a Systems Functional Committee
Background from David Walker – We didn't create a ULMS systems committee b/c we thought that STIM could serve in that role. However, STIM has not addressed ULMS issues so far. Dave suggests that we need to determine the role of STIM before we form another ULMS committee that may overlap with STIM.
Suzanna Conrad (Unlicensed) – we are missing something with not having a group that can evaluate and implement large-scale integrations.
Actions:
Goal is to determine the relationship between STIM, ULMS, and the Scholarly Communication Group.
Should we change the nomination process? How should the Library Deans be involved?
Actions:
We will not rely solely on the Library Deans to identify potential committee members on their campus. We will distribute the call for nominations broadly. Committee members will also do outreach to employees who would be good for the functional committees
The nomination form will ask for verification that the nominee's appropriate supervisor would approve participation in the committee
Call for nominations will go out in April. We will determine where Acq should go by then.
CalState Walk In Patron Policy.pdf (application/pdf)