Shannon Pritting: Alright, so it looks like.
Shannon Pritting: The people adding or staple I so we'll get started, as always feel free to unmute yourself and ask questions or type in the chat as we go through.
Shannon Pritting: me start off with general updates.
Shannon Pritting: So we haven't spoken in too much detail about this pilot project in in a while we we've referenced it a few times.
Shannon Pritting: So we we we've been part of a what supposed to be a year, or maybe a little bit longer pilot project for.
Shannon Pritting: You know how to figure out entire how to you know how to loan entire books ebooks in using ebook central.
Shannon Pritting: You know, and we thought that this was something that was worth our time many soon as we're interested it's an area that pro quest you know, has a lot of capacity to move this you know move this forward and you know a lot of people have been looking at whole ebook I ll.
Shannon Pritting: processes for some time and there's really not been any large scale traction there have been some interesting projects for sure.
Shannon Pritting: And you know there, there have been some there's been some movement but nothing's scalable pretty much.
Shannon Pritting: So our we've had multiple meetings with pro quest about.
Shannon Pritting: The the part that we thought that there was going to be some more assistance from pro quest on this, which was, you know how the workflow actually happens to facilitate discovery and then also to.
Shannon Pritting: to handle delivery and delivery network, and we did a lot of testing and allman Primo to see if this is possible and then.
Shannon Pritting: Actually Bruce brought people into see if they saw anything that we didn't see and we all came to the same conclusion that, if we were to.
Shannon Pritting: make this change to have whole ebook I ll lending happened through Alma and Primo that we would run the very, very high risk of breaking almost everything else that we have going on with.
Shannon Pritting: resource sharing both for articles and for books and we didn't think that that was worth it for this pilot that might or might not continue after a year so.
Shannon Pritting: We, we have a meeting set up in the near future with the ebook whole ebook io pilot cohort in which we will explore alternate methods to to.
Shannon Pritting: to handle this so not using Alma as the network, so that will inevitably mean that some people can't participate if you don't have that you know the software, etc.
Shannon Pritting: And will will help in that in that setup but it's not going to be quite as beneficial, as we were hoping it would be and that's sometimes happens with with these types of.
Shannon Pritting: projects, but we just wanted to let you know that that's happening.
Shannon Pritting: it's definitely important, it would be great if pro quest can make this happen as a first step from a vendor that could scale better something that.
Shannon Pritting: could be widely distributed and you know, change the market in this area, but we just don't think that we can make it work as a functional.
Shannon Pritting: broad scale pilot, for you know, a long amount of time without really, really making other things problematic in areas that we're actively using the system.
Shannon Pritting: So oclc update.
Shannon Pritting: Each day I spend a fair amount of time trying to get this moving forward.
Shannon Pritting: Three things are being tied up right now.
Shannon Pritting: we're waiting full pricing for an entire five years from oclc.
Shannon Pritting: And typically they have.
Shannon Pritting: Not provided pricing, for a variety of products that people don't subscribe to, and i've always kind of let it go because there wasn't a lot of movement to these products.
Shannon Pritting: In the past, this year, I want to make them give us a full five years of pricing, because we need to establish price reasonableness.
Shannon Pritting: And I think in the in the course of the five years of the contract it's likely more and more of you will be moving from your own self hosted to.
Shannon Pritting: hosted easy proxy as you're off campus authentication solution not suggesting i'm recommending anything in that area, but I think it's a trend we will continue to see, so we need to get that finished up and it's been taking oclc a while to do that.
Shannon Pritting: And just in general with all contracts that we're working on and we're going to see this more and more going forward compliance is taking a long time so accessibility and security there is in depth audits that go on that we're involved with.
Shannon Pritting: For any sort of agreement.
Shannon Pritting: So terms and conditions are pretty much done, and you know, so we hope in the next two weeks, we will have it finalized in Sunni, and then it will have to go to the Attorney General and the State comptroller so.
Shannon Pritting: It is almost certainly not going to happen, by the time our agreement expires.
Shannon Pritting: And as David points out i'm aware of this, I get literally 20 emails a day asking about this, because people are getting invoices.
Shannon Pritting: And you know I think i'm happy to talk to your procurement people about the update to our contract if they're willing to move forward with the renewals and paying the invoice.
Shannon Pritting: While we get the agreement tied up or you know if if if you need a master service agreement and confirm pricing, then you know I think you'll just have to wait and you know wait to pay oclc so I don't want to give any.
Shannon Pritting: Widespread recommendation on that because procurement practices locally very and I don't want to stand in the way of you doing business by saying don't renew or anything like that.
Shannon Pritting: I know you have to continue to make your decisions just giving you the update on that and i'm having to be involved in discussions if there are questions about it, I.
Shannon Pritting: I get those emails all the time, so happy to happy to help you and your local situation if it's becoming problematic any questions on that.
Shannon Pritting: yeah so you know just let me know I I do a lot of work on this with the oclc agreement so you're not bothering me by asking about it.
Shannon Pritting: And you know do let me know if you need.
Shannon Pritting: So I wanted you know i'm trying to give as many updates, as we can, on things that as we're progressing and doing the vendor management that I think most of you appreciate.
Shannon Pritting: You know, we try to do the best we can.
Shannon Pritting: So we we helped two campuses kind of work through the pro quest.
Shannon Pritting: Negotiation to be live on Rialto.
Shannon Pritting: lauren, let me just loop back yeah please don't send me the pricing from oclc I I i'm good with it a.
Shannon Pritting: vest with that would be another 50 emails on top of the 20 that I get on oclc and i'm i'm saying that jokingly like i'm if email it to me if someone needs to have price reason to bliss established at your procurement office but I don't need to see it, I think i've generally seen enough.
Shannon Pritting: So.
Shannon Pritting: Real Alto we've been going back and forth with pro quest on this, we have some disagreements on on their.
Shannon Pritting: Agreement language but we you know it's a good product there's some things that need to be addressed but, for the most part, I think it's it's it's pretty ready to go and.
Shannon Pritting: The feedback we got from bus state and mohawk Valley, at least from their perspective is that it was very helpful for them to.
Shannon Pritting: move into re Alto and that there's you know nice integration with all my so there's potential there.
Shannon Pritting: And there's two other campuses they're investigating re Alto we had what we thought was a firm verbal agreement with pro quest that they would.
Shannon Pritting: waive the spending commitment requirement of $30,000 for the first six months, and so we were surprised when the two interested campuses said.
Shannon Pritting: Progress won't budge on this and you know I had multiple meetings with our progress REP and it seems that our firm verbal agreement was not something that was understood at the higher levels of pro quest so what we're recommending on re Alto and, believe me, if you can get that spending.
Shannon Pritting: commitment through your procurement and you're.
Shannon Pritting: And you're motivated to to adopt re Alto.
Shannon Pritting: i'm not going to stand in your way and we're here to help you but, from our perspective as a system and we consulted with the MSP Advisory Board on this.
Shannon Pritting: we're just recommending a pause on exploring re Alto on communicating that with with our REPS have unless you're willing to do something on that spend commitment language, please stop.
Shannon Pritting: Promoting this to suny libraries, because we think it's just highly problematic and I i'm not aware of any at least any State operated campuses where that spending commitment would would get through.
Shannon Pritting: The the procurement office or whomever the signatory would be so just an update on that any any questions at all on on on Rialto.
All right.
Shannon Pritting: Live key we are almost finalized, and thank you for the interest of people who are interested in campuses or subscribing campuses who have produced those pih and.
Shannon Pritting: The approach we're taking with cia's it like lid key are we will get you a single a single tia, but it will be good for the life of the contract, we will prompt you every year to.
Shannon Pritting: Not renew but if if you know, otherwise it's a pretty easy renewal for for everyone involved.
Shannon Pritting: If you're interested in subscribing.
Shannon Pritting: Let me know, and I can get you pricing and we can help with the implementation and, in general, it's a 25% discount and all implementation fees waived so it's it's you know, a pretty decent deal.
Shannon Pritting: And we're we should have been done, but, again, there was a thorough security audit that has taken a very, very long time, so that's the reasoning for this, the terms and conditions are pretty much done we're just waiting for some process clarification on security auditing.
Shannon Pritting: So I apologize for all you know all of you who you're probably tired of hearing about this, but.
Shannon Pritting: i'd like to just repeat things that are important.
Shannon Pritting: We will have a days downtime a full 24 hours downtime Alma and Primo so that means the link resolve or, so this is going to affect inbound links from Google scholar from Mexico databases wherever your link resolved or is pointed that will also be down.
Shannon Pritting: We had a webinar on this just walking you through it sls is willing to help you with banners or doing any sort of preparation for this.
Shannon Pritting: sls will also be doing, you know, to the best testing, we can do we have the phone numbers of the North American support director.
Shannon Pritting: If anything, does not go well within the you know parameters that they've put on this data migration so apologies, that it is a full day's downtime they are moving their entire data Center so I don't think it's something that they wanted to do any questions about that.
Shannon Pritting: You know i've seen some good work from libraries already where they have put it on their campus notification list they're looped into their it departments, so that there's no surprises when that downtime happens.
Shannon Pritting: In you know just over a week.
Shannon Pritting: And we'll be monitoring salesforce will be you know will be available if things go wrong, and you know just let us know put in the salesforce case, and if it's down put system component down beyond these timeframes.
Shannon Pritting: But you know we'll be we'll be monitoring the situation.
Shannon Pritting: So the library acquisitions and retirement survey or Lars as as it's affectionately called.
Shannon Pritting: Or maybe not not so affectionately so this only affects state operated campuses so Community colleges, you can you know.
Shannon Pritting: Take a coffee break for a second.
Shannon Pritting: So we we have been so sls group of us nsls have we've been working with the institutional research and the.
Shannon Pritting: controller's office to determine what the data needs really were for Lars and they didn't really need all the data that was being collected all that data is available.
Shannon Pritting: elsewhere and ipads or other data points that we can get it pretty easily, so we are going to change up what is being requested with Lars and we're going to split up.
Shannon Pritting: The shelf availability survey that had been kind of tacked on to Lars because we think it's completely different people that would well for most places it's different people who can do a shelf survey audit and.
Shannon Pritting: You know those who can talk about the finances that are needed to put into Lars so it's it's stripping out a lot of the data it's going to be more straightforward and what we're also going to do from the sls standpoint is that we will gather this data for you going forward without.
Shannon Pritting: A need for you to submit it will give you the option, you know if you're a campus that you say.
Shannon Pritting: Please stay out of please stay out of my business, I want to submit this will have an online forum.
Shannon Pritting: But this year we're going to try to get that agreement, and we will we will work with you to make sure that the data.
Shannon Pritting: is accurate from your point your standpoint and from our standpoint and then we'll just pull it for you going forward and will submit it to the controller's office, who is the one who needs it.
Shannon Pritting: So this might be a little bit of work or the same amount of work for submitting large this year, but we hope that.
Shannon Pritting: Going forward, that it will just be something that we pull the data for you and you don't have to be involved so as long as you're putting.
Shannon Pritting: Your finances in Alma this should be something that you don't need to do after this year we will be.
Shannon Pritting: putting forward a webinar on this in the next couple of weeks I just needed to get availability from the controller's office and I are so that they're there.
Shannon Pritting: We want to do a webinar because not like we want to you know take up even more of your time, but at least my understanding of this is that Lars is probably something that like your ir department.
Shannon Pritting: Is has on a schedule somewhere that they need to submit they might be involved, you know we just want to make sure that everything's clear this year so that there's no confusion, etc, so.
Shannon Pritting: Look, for all of those details and we'll lay out everything so that everybody's on the same page in the next few weeks and then sls will set up meetings with you.
Shannon Pritting: At your campus where we will verify the data for the report so we'll just pull it in the future and we'll we'll make sure we're all on the same page and then we'll just pull that centrally.
Shannon Pritting: So the expanding library content invitation for bids.
Shannon Pritting: To have the seven contracts are finalized we're really close on the other five are on four of the five.
Shannon Pritting: And the vast majority of you have submitted pih we really appreciate you doing that work to get the get the PA sign so we're.
Shannon Pritting: we're on the homestretch i'm just working with Council and some other people involved in compliance to just button up those last few things on these agreements, so should be very, very soon.
Shannon Pritting: So so thanks.
Shannon Pritting: Accessibility reviewing and the accessibility cohort so the cohort where it's starting to expand out or the cohort is starting to expand out.
Shannon Pritting: into looking at other topics beyond accessibility reviewing and then sls has started to partner with a couple of campuses and I think we want to scale this a bit more to have more of a reciprocal relationship with reviewing so that.
Shannon Pritting: We can do the vast majority of reviewing that's needed for accessibility compliance and have as little duplication as possible but.
Shannon Pritting: That takes a lot of trust and understanding and using the same methodology, so you know we'll we'll take a gradual or a gradual hub type approach with that.
Shannon Pritting: But the thing that we're doing right now that we hope to start really putting into action, I have a meeting with the eft officers.
Shannon Pritting: Directly after this meeting is to look at exceptions EA P E a PS, which are equally effective alternate access plans that's a mouthful for resources that aren't accessible, because I think what what people actually need is.
Shannon Pritting: Ratings so that you can give it to someone in procurement and say this passes an accessibility review or if it doesn't that you give them the information they need, and then you have the compliance and you have the alternate access documents, where you can apply it at your campus so.
Shannon Pritting: we're hoping to do this, so that you know as this becomes much more ingrained in your processes that we have as much of that there and that we're trying to work with you and then stay a little bit ahead of.
Shannon Pritting: The implementation on this and there are some some smaller publishers that do not have the pats and you know it's, not to say that we're not going to help with outreach.
Shannon Pritting: we're working on that discussion as well, but we've developed methods that we're vetting with the it officers and with others to do the palace reviews, where we will do an accessibility review of something that doesn't have a V pat.
Shannon Pritting: Because i've been involved in many discussions on that have you know this very specific database doesn't have a V pat what am I supposed to do about it, we now have a method of process, and you can request for those of the palace reviews to be completed so.
Shannon Pritting: There is a evolving discussion about in this doesn't i'm not talking about libraries in this area, but it seems, with it, accessibility, that there is a developing shared service model.
Shannon Pritting: And again, all this isn't directly in this conversation, but we are tracking on it.
Shannon Pritting: Where.
Shannon Pritting: You know, a system office that does shared services for other IT services may be picking up accessibility reviewing, at least for it related content so.
Shannon Pritting: we're aware of it when more is available to be shared, we will be sharing it out your it officers, I have been in the loop, at least from my understanding as well.
Shannon Pritting: Any questions.
Shannon Pritting: And I sent this out on workplace, but you know I do understand that not everybody is looking at workplace.
Shannon Pritting: Daily so try to repeat this just a little bit we're doing quarterly updates on the initiatives, not that we want to overwhelm you with we're doing all of these different things.
Shannon Pritting: But just that we try to be as transparent as possible about what we're working on, and you know we're happy to get.
Shannon Pritting: Requests for initiatives and what sls will commit to is that will review it will take it to whatever that appropriate advisory board or working group committee.
Shannon Pritting: Whoever that group is and we'll we'll see if that's something that they want us to do and we'll try to scope it and then, if it's something that people want us to work on and those advisory boards are working groups.
Shannon Pritting: We will you know we will start start that conversation, you know, and this is the part about taking initiative is.
Shannon Pritting: Definitely i've heard from from people that they're confused about where does SLC an sls begin and end and how do they coordinate and this is, I think our approach, at least from the sls perspective of.
Shannon Pritting: Just tell us what your ideas are and we will go facilitate that to the appropriate SLC or other group that advises in those areas, not to say that you couldn't do that yourself.
Shannon Pritting: Certainly, certainly happy to have that happen without us involved, but this at least takes a burden off of you to figure out who you should contact on this.
Shannon Pritting: Any questions on it.
Shannon Pritting: And we have a open Athens webinars coming up just wanted to let you know that there's discussions going on between us and PepsiCo PepsiCo who hasn't really provided us with enough of incentives to.
Shannon Pritting: move forward on a system wide agreement we're having these webinars because I constantly get asked about open happens.
Shannon Pritting: And this is just kind of some background, so that you can be aware of what it is what it does not really you know I myself i'm not promoting that you do this or replace easy proxy with it that's really your decision, but just to to gain some knowledge and then.
Shannon Pritting: You know, get some feedback and if it's something that people want to move towards see again if there's enough incentive to move forward on a system agreement.
Shannon Pritting: Alright, so i'll turn it over to you, I took way too much time policies on.
Esta Tovstiadi: Thanks Shannon I just have a few quick updates.
Esta Tovstiadi: An update on the E book central DDA pilot so cohort a has spent out their budget they purchased 138 ebooks that are owned in perpetuity by those six campuses we saw overall pretty good use of purchase titles from almost every campus in the cohort which was was encouraging.
Esta Tovstiadi: Each of the campuses made a single some contribution to the overall budget for each of these cohorts for for cohort a the that amount was between $2,000 and $10,000.
Esta Tovstiadi: So that means that the average actual cost per title for each of these campuses ranged from about $14 to $72, and that is for an unlimited user ebook license which I think it's really fantastic pricing.
Esta Tovstiadi: cohort be seen a slower rate of spending this is again the nursing related titles cohort and some of those participating campuses have told me that instructors and students in the nursing programs.
Esta Tovstiadi: tend to use ebooks more in the fall semester than in the spring, so that could be could be related to that.
Esta Tovstiadi: Their budget is 37% spent and we did receive approval to continue spending into the next fiscal year.
Esta Tovstiadi: The funds have been pulled through the recharge so they're there were were allowed to spend them until they're expended so we're i'm looking forward to seeing how those purchasing patterns evolve over the summer and into the fall next one.
Esta Tovstiadi: Just a few other updates first off the cq researcher exemption request the contract is completed.
Esta Tovstiadi: I apologize for the delay in that I know it's taken longer than we anticipated and I also apologize for the back and forth on pricing.
Esta Tovstiadi: The exemption request included five year pricing for the campuses participating and.
Esta Tovstiadi: Because of the delay in the contract, there was some competing pricing from Waldo that was better than the exemption request, so we had to go back to sage and they did honor.
Esta Tovstiadi: Their their lowest bid basically pricing commitment and matched the pricing that that woulda offered so campuses have a little more flexibility and options.
Esta Tovstiadi: they're really eager to work with us on a central contract.
Esta Tovstiadi: That request includes everyone who's currently subscribing that i've been in touch with if you're currently subscribing you haven't heard from me please let me know and if.
Esta Tovstiadi: You have yet to respond about whether or not you're participating let let me know by by June 1.
Esta Tovstiadi: sage is going to begin invoicing campuses soon for those July August renewals and if you have any problems with invoicing or with sage or anything related to this exemption requests, let me know.
Esta Tovstiadi: The Stat rough renewal process is underway i've we've met the current subscribing campuses to sort of talk through changes that we want to make to the package we're planning on a one year renewal.
Esta Tovstiadi: This is a pricing agreement, we have no central license there's no recharge the campuses are build directly.
Esta Tovstiadi: If you're not a current subscriber but you're interested, let me know this is a package of ebooks with nursing content and board vitals test bank on the staff platform.
Esta Tovstiadi: Okay next slide.
Esta Tovstiadi: And then I just want to remind everyone that we have access to the unserved journal package analysis tool.
Esta Tovstiadi: Through June 30 2021 every suny campus has an individual an individual account per campus on this in this tool and it's a it's a tool that looks at usage data pricing open access availability cost for alternative access.
Esta Tovstiadi: so that you can look at big journal packages from some select publishers and see if you might be able to break them up or.
Esta Tovstiadi: get access to them in a way that is more cost efficient if you want your campus login or you want help looking at the the tool, let me know send an email to.
Esta Tovstiadi: To our our live answers and we'll get you set up and oriented.
Esta Tovstiadi: We don't have plans to renew this subscription, it is a subscription.
Esta Tovstiadi: I last I checked the pricing was $2,000 per campus So if you are interested in your campuses interested in extending your access beyond June, then we can we can help you get set up with that as well and that's all I have so over to you, Tim.
Timothy Jackson: Thank you so next slide please.
Timothy Jackson: hi everyone, I just want to start by talking a bit about.
Timothy Jackson: Some resource sharing fill rates in my apologies for the error for the header for this slide um.
Timothy Jackson: So fill rates for the month of May article requests were nearly 90%, which is what we've been seeing.
Timothy Jackson: Pretty consistently since we implemented article resource sharing so we're happy to see that the vast majority of our core requests are being filled up on the loan request front we've been seeing increased fill rates in recent months in May, we were up to nearly 70%.
Timothy Jackson: And when you break things down by sectors.
Timothy Jackson: Both the university centers and the comprehensive and technical colleges were close to 70% and the Community colleges were nearly 75%, so we are seeing improvements in these numbers and if you're wondering why that is.
Timothy Jackson: I do think some of the recent locate process changes X leavers has made has helped um.
Timothy Jackson: And also.
Timothy Jackson: How having Ithaca college in our Rodas has helped a bit as well, because some requests that previously would have gone unfilled are now.
Timothy Jackson: being filled by Ithaca College on the turnaround time from an article request turnaround time the average was 0.9 days, which is very good, thank you to all of our article lenders.
Timothy Jackson: loan requests it was 7.6 days so things are getting better in this area, but we still aren't approaching the turnaround times that we received for loans prior to the start of the pandemic.
Timothy Jackson: I also just wanted to point out that we've seen a significant increase in borrowing and decrease in lending at binghamton recently that's because they're in the middle of a very large collection shift, which is made, I believe, close to half a million items currently unavailable.
Timothy Jackson: So this this change at binghamton has had an impact on lending volumes at other libraries.
Timothy Jackson: I have been keeping an eye on things I haven't seen anything that really jumped out to me as problematic, but if your library has experienced a spike in lending requests that's causing issues, please do let us know, and we can we can work on.
Timothy Jackson: redistributing how requests are being.
Timothy Jackson: distributed throughout semi next slide please.
Timothy Jackson: Okay, and I just want to give an update on where things stand with.
Timothy Jackson: lost all my resource sharing items.
Timothy Jackson: we've been doing a lot of shelf checks for items that were that appeared to be lost in transit of Thank you to everyone who performed those shelf checks.
Timothy Jackson: We did manage to find i'm 40 items that had been fought to be lost in transit so that's good, we still have about 100 items that are unaccounted for.
Timothy Jackson: um I have sent a list of those items to El de and we're just waiting to hear back from them, hopefully they will be able to track down at least some of those items.
Timothy Jackson: Is in terms of last items that are severely overdue um we still have approximately 400 items that are more than 120 days overdue, which is our.
Timothy Jackson: criteria for declaring something lost because it wasn't returned by a patron of.
Timothy Jackson: In the coming months over the summer, we will be working with campuses on sending emails to those users and we can help resolve any issues that arise.
Timothy Jackson: For instance, I know a few campuses have reached out to me recently about users who have very overdue items and they're no longer able to renew them.
Timothy Jackson: Because they have reached the maximum renewal period, yet they aren't able to return them because they are unable to return to campus student.
Timothy Jackson: travel restrictions, so we can help address issues like that our goal is to still implement billing.
Timothy Jackson: For lost all my items this fall and just a reminder to please not issue any invoices for lost all my research sharing items for the time being, until we are able to officially implement billing for last on the research sharing items.
Timothy Jackson: Next slide please.
Timothy Jackson: I just want to talk briefly about a few things in the may 21 Alma release, there is a new.
Timothy Jackson: resource sharing setting called prefer you resolve or locate results setting it's a bit of an odd name, but what it does, is it tells Alma if you have that set to if you have that box checked that if you receive an article request.
Timothy Jackson: For an article from a journal, that you have in both print and electronic the locate process should select electronic.
Timothy Jackson: Previously, in that scenario, because the locate process was retrieving two different records it wouldn't know which one to select so the locate would fail in the requested end up into locate failed status, but now that we have this new setting.
Timothy Jackson: Hopefully that will help severely cut down on that and I have already gone through and enabled this setting for all of our article lenders so there's no work any of you need to do that it's already been taken care of for you.
Timothy Jackson: And I have submitted a few tests, requesting that and keeping an eye on live request and so far, this does appear to be helping i'm not seeing nearly as many low key failures, as I previously was for Article lending requests.
Timothy Jackson: Also in the may 2020 2021 release the problem where.
Timothy Jackson: Article author information was causing locates to fail, that has been fixed and.
Timothy Jackson: In order to get around this issue when we first implemented article resource sharing, we had to completely remove the article field from all of our locate settings and because there are no separate locate settings for articles and loans that change impacted loan request to.
Timothy Jackson: But now that this has been fixed, and I have done some testing to confirm that it's no longer an issue of we've added the author field back to all of our locate settings.
Timothy Jackson: And again i've taken care of all of that there's nothing you folks need to do.
Timothy Jackson: And what this should do is help cut down on the number of locate failures, particularly for book requests that lack in ISP n er and oclc number or any other identifier like that.
Timothy Jackson: Previously, those requests would be located on just the title and if it's a pretty vague or just a few word title we were seeing some false positives So hopefully getting the author field back into our locate settings will help cut down on that.
Timothy Jackson: So next slide please Shannon.
Timothy Jackson: I also want to give you all, an update on where things stand with Alma resource sharing with non suny libraries um.
Timothy Jackson: it's a good college we've been borrowing and lending with them in Alma for about three months now.
Timothy Jackson: it's something that everyone has been participating in because they were not on the eld career, which means libraries would have had to pay to mail things back and forth between college.
Timothy Jackson: Initially Ithaca college was going to join eld on July 1 they've pushed that data up to June 1, so we are going to expand on our resource sharing to include Ithaca college for all Sunni libraries on June 7.
Timothy Jackson: we're also currently testing Alma resource sharing with Brandeis university.
Timothy Jackson: i've reached out to all of you to see whether you're interested in participating in this so far we have about 25 libraries, who said they do want to borrow and lend with Brandeis.
Timothy Jackson: If you haven't.
Timothy Jackson: expressed interest in this yet, and you are interested, or if you're unsure whether your library is participating feel free to get in touch with me and I can I can make sure you're part of this, if you want to be part of it.
Timothy Jackson: So we plan to start borrowing from them on June 7 they want to start lending before they start borrowing so we're not going to start lending to them until the week of June 21 we haven't nailed down a specific date yet, but it's looking like that's going to happen, the week of June 21.
Timothy Jackson: it'll definitely happen by the end of June, because that's when Brandeis loses access to the lead they've decided to cancel Iliad in favor of rapid oh.
Timothy Jackson: we're also starting to test on a resource sharing with a handful of libraries and the cal state system in our production environments.
Timothy Jackson: So I have created resource sharing partners and locate profiles for these cal state libraries in the network zone and i've pushed them out to everyone.
Timothy Jackson: So you will see these libraries in your list of resource sharing partners, I haven't added them to any of the Rodas for any of the libraries, who aren't part of this pilot projects so there's no need to worry about your requests inadvertently being sent to California.
Timothy Jackson: that's only going to happen with the participants in this pilot project and those participants are Albany buffalo oswego purchase and stony brook.
Timothy Jackson: And our current goal is to go live with this pilot project which is going to last for the academic year of 2021 2022.
Timothy Jackson: we're shooting to go live on August 2 and our testing has gone well so far so i'm confident that we can hit that date we're also testing on a resource sharing with wr lc libraries that some of the Washington research library Council.
Timothy Jackson: All of that testing is happening in sandbox is, we will soon start testing in live environments, but we're not quite there yet, and the all the Sunni libraries, who are participating in this pilot project are Albany buffalo and stony brook on the wral seaside.
Timothy Jackson: It would be it's American university George Washington university and marymount university and our goal is to go live later this summer, and I saw there was a question.
Timothy Jackson: In the chat as Susanna asked what any of these agreements change search scopes we set and Primo.
Shannon Pritting: I can take that.
Timothy Jackson: yeah sure.
Shannon Pritting: yeah so we we did thorough investigation of exactly I think what you're asking is like you know, could we add any.
Shannon Pritting: Holdings from Brandeis that that Sunni doesn't have to have a more broad scope, and you know we did that investigation as it related to cuny because we you know we thought that would have been.
Shannon Pritting: The natural kind of Sunni plus Sunni plus something else, scope and you know we We talked with some of the working groups about this too, and we, we decided not to move forward on adding.
Shannon Pritting: You know, outside of suny print records into our nz at this point.
Shannon Pritting: You know, for a variety of reasons, but I don't think that we're completely against opening that conversation but.
Shannon Pritting: You know our thought was you would just use the Sunni scope or if you had the world cat scope that you know, there would be no change in the actual Primo records or Primo searches.
Timothy Jackson: Thank you Shannon also just something I want to point out in my testing with Ithaca college and Brandeis we've sent a fair number of requests back and forth by now and, in my experience.
Timothy Jackson: The vast like the overwhelming majority of their collections.
Timothy Jackson: are owned by Sunni libraries as well, so I think there's very, very little at either of those libraries that wouldn't be discoverable via the Sunni scope.
Timothy Jackson: Next slide please Shannon.
Timothy Jackson: I just want to give you all a brief update on the afm project, so we do plan to implement return anywhere functionality for all suny libraries on i'm going to do that on Saturday June six it's not something I want to do on during a week when libraries are open.
Timothy Jackson: So i'm going to take care of all of that configuration work, and then there will be a training session on how to use this new functionality i'm going to schedule it for Monday June 7 and I will have a registration link out to all of you early next week.
Timothy Jackson: And, once this training session has been conducted what i'm going to do is i'm going to take down the Web form that we've been using for libraries to send me barcodes of stuff that was returned by users from other sunni's what i've been doing is.
Timothy Jackson: Removing those items from the users accounts.
Timothy Jackson: And then putting them in a temporary returned at other Sunni location so libraries know that you know the item has been returned at a different Sunni it's not back to your library yet.
Timothy Jackson: So, once this training session for the new functionality happens, and I take that that form i'm also going to start working on removing.
Timothy Jackson: All of the temporary locations that I created at your libraries for these items I might not be able to do that.
Timothy Jackson: entirely immediately because there might still be things that are in transit that are still attached to those locations, but in the long term, I will clean up all of those locations and fulfillment units that I had to create.
Timothy Jackson: um so we're currently soliciting feedback from libraries, who expressed interest in beta testing hold request to pick up that other sunni's functionality.
Timothy Jackson: Based on the responses we've received so far it doesn't look like, there are enough libraries to start a pilot project, this summer, but it does look like we have.
Timothy Jackson: Enough libraries interested to start a pilot project in the fall, so I will be communicating with those libraries in more detail soon i'm also just a reminder that we will not be implementing resource sharing request ticket that other cities.
Timothy Jackson: Based on your responses to the survey, we sent out this spring.
Timothy Jackson: there's just not enough interest in that, and for good reason they're there is a lot of problem.
Timothy Jackson: There are a lot of problems with that functionality still.
Timothy Jackson: So next slide.
Timothy Jackson: I also wanted to give you all, an update on where things stand with our top five agreement with X sleepers and for those of you who aren't familiar with this.
Timothy Jackson: X sleepers has agreed to let us give them five issues that we would like them to work on.
Timothy Jackson: These can't be like huge huge problems that we would like them to fix like, for instance, we can't say you know, please make configuring letters easier that's that's just outside the scope of the top five.
Timothy Jackson: Mostly what we've been working on our smaller, more targeted issues that wouldn't require like massive reprogramming on their end so I just want to go through quickly what our top five issues are and where they will stand we had.
Timothy Jackson: asked them to work on reducing the number of lending locate failures, we were seeing and they have been working on that the.
Timothy Jackson: The fixes in the may 2021 release related to this, I discussed a little earlier um we've also asked to be able to display information about requesting services to users in Primo so basically like a blank field, on the request form itself, where you could.
Timothy Jackson: describe the service or provide a link to another page that contains more information.
Timothy Jackson: They have agreed to do that for us, and they plan to implement that sometime in the fourth quarter of 2021.
Timothy Jackson: Also, one issue that I know it's been a problem at at least a handful of our libraries.
Timothy Jackson: If there is a hold request for personal delivery that cannot be filled.
Timothy Jackson: It is impossible to automatic to convert that whole request into a resource sharing request without first changing the pickup location to a library.
Timothy Jackson: Then you would have to convert it then you have to change the pickup location back to personal delivery you can't just convert a personal delivery hold request into a resource sharing request.
Timothy Jackson: They are going to fix that for us, as well the fixes plan some time for the fourth quarter of 2021.
Timothy Jackson: they've also agreed to fix an issue with the recalculate rota assignment function.
Timothy Jackson: Which is something you could potentially use to rerun the locate process for a request if, for instance, he went to request a an earlier edition or there's some other issue with the request Meta data that caused the road to miss libraries or.
Timothy Jackson: You know, produce some false positives.
Timothy Jackson: There that fix his plan for June 2021 so that will be part of the next month's release and, lastly, we have asked them to address the issue of.
Timothy Jackson: Primo displaying incorrect availability information for embargoed articles.
Timothy Jackson: Ideally embargoed articles would be listed as unavailable but currently they are listed as available which causes a host of problems, we propose that to them in April of 2021.
Timothy Jackson: We are still waiting for a response on that and we do have quarterly meetings with them about the top five our next meeting is in July so i'm hoping we have a response.
Timothy Jackson: To this last request during that meeting, and also, I just wanted to point out that the improvements and enhancements Committee does have a web page where they keep track of these top five issues in their current status and the link is at the bottom of this slide.
Timothy Jackson: So next slide please Shannon.
Timothy Jackson: And lastly, I just want to talk a little bit about our meetings with X libra support for those of you who are unaware of sls meets with X sleepers on the third Wednesday of each month to discuss.
Timothy Jackson: specific cases that need added attention and have larger support trends that we're observing um.
Timothy Jackson: What I do a week before each of these meetings is i'll post something to workplace asking if any libraries have cases they've want us.
Timothy Jackson: To discuss during these meetings so if you see that post and you have a case that you haven't been getting good responses on.
Timothy Jackson: feel free to let us know, and we can bring it to the meeting um i'm not going to go through all of the various cases that.
Timothy Jackson: We discuss I do post minutes of our meetings to workplace after each meeting, but I do want to briefly talk about.
Timothy Jackson: Something that was discussed at this week's meeting with support, which is the issue of how to best share login credentials with X lieber staff, which is something I know.
Timothy Jackson: We need to do quite a bit of an ex leavers has an internal policy that they don't store usernames and passwords for accounts in cases um.
Timothy Jackson: So what X libra is recommending is that those usernames and passwords be shared via either a phone call or something called nfp and i'm forgetting exactly what mf T stands for, at the moment.
Timothy Jackson: But it's basically a way to temporarily share a file and then have it immediately be deleted so it's it's a good way to securely share login information I know oclc uses nfc if any of.
Timothy Jackson: You have ever had to share login credentials with them um and we had some concerns about how this would all be you know handled and that's communicated to campuses so we're waiting on X libra us to share some best practices with us for handling.
Timothy Jackson: The sharing of walking credentials, so please keep an eye out for more information on that.
Timothy Jackson: And unless anyone has any questions about anything I can hand it over to Maggie.
Maggie McGee: hey everyone.
Maggie McGee: i'm sure you can move forward So the first thing I want to talk about.
Maggie McGee: Did you order my slides.
Maggie McGee: Actually, no it's time we removed the foreign language genre past subject headings and not specified subject headings in.
Maggie McGee: Physical mark records in the network zone and institution, this is MSP 5069 and I just wanted to bring this up that i've been working on this and as of may 10.
Maggie McGee: And i'm going to put all in quotes because all the networks and fiscal records have been cleaned up to move six X axis with subfield tues as defined in MSP 59 six access second indicator for.
Maggie McGee: Which is a source not specified defined in in the MSP 59 as well, and the six XX second indicator six, which is a French repository.
Maggie McGee: So.
Maggie McGee: Just so you know I had found working in ids just because I was playing around and I wanted to see make sure that.
Maggie McGee: Your networks own records were actually cleaned up and I found that there's some that aren't but for the majority of the networks.
Maggie McGee: Are cleaned up so as i'm working in institutions i'm just running a filter on your all your physical records.
Maggie McGee: To see what pops up and i'm not sure why there's a discrepancy will be dealing with that perfect sleepers, but they will be.
Maggie McGee: cleaned up as I go through this whole process as well, but for the majority of those over 5 million records is a very tiny percentage so just be aware it's been cleaned up for the most part, as of may 10 i'm still working on refining it.
Maggie McGee: May 16 2021 I can cleaning up ice only physical babe records to remove the same fields, there was a questionnaire put out.
Maggie McGee: That campuses were able to respond to, and if you didn't i'm reaching out asking if you have anything that you want me to retain and not remove.
Maggie McGee: And i'm giving you the statistics of what's being cleaned up as i'm going along and working with you my expected completion date of this is July 16 2021.
Maggie McGee: The next issue i'd like to speak about is indexing, so we are having issues with indexing for the exclude process type items.
Maggie McGee: I in the may 2021 release seems to have fixed this i'm very optimistic as i'm reviewing the campuses.
Maggie McGee: Particularly Alfred University, which really allowed us to drew really dig deep and drill down and figure out with exley percent the problem.
Maggie McGee: was because of exclude process types, because they are applied to items when they are moving through the process types.
Maggie McGee: And out, they were not the records for not being me index and allowed to be discoverable so actually was.
Maggie McGee: implemented a fix and may 2021 it was the second release it was the update release.
Maggie McGee: And it seems to be working i've been spot checking Alfred university and a few other campuses that have reported problems to make sure that this is indeed fix However, if you are no noticing any report any indexing issues and you use exclude process types.
Maggie McGee: Please just send an email to live answers, so that it can be addressed and I can look into this.
Maggie McGee: Next, please.
Maggie McGee: And one thing I would like to talk about is we have these consumer analytics reports now they're consortium.
Maggie McGee: They can be used by everyone in Sunni, however, you, they have to go through me because they need to be run on the network, the first one is really.
Maggie McGee: Particularly geared to myself it's do is to duplicate physical records in the network zone so yeah well it actually was working with.
Maggie McGee: Sunni to get these created so that they could meet our needs this allows me to find a duplicate records in the network zone and then merge these records, so that we don't have duplicate oclc records again if a campus was interested in something like this for their own institution.
Maggie McGee: I can edit the report for you to use so if you're interested just let me know.
Maggie McGee: We also have only holding library report in the network zone so.
Maggie McGee: If you have been you know you're doing a big reading project clean, a project and you want to know if you're the last holding library, we now have a really nice report that allows us to identify the last holding library and.
Maggie McGee: Again, because it's done in the network zone, you need to come to me so and ask and anybody else i'll ask a potentially run this as well just send a request to the live answers.
Maggie McGee: And i'll be able to do that, no, you need to do is provide me, you can either share a set to the network zone.
Maggie McGee: Which is a great feature that's relatively new you could send me an excel file of barcodes or oclc numbers or amendments ideas and i'll be able to produce a report for you to show out of that.
Maggie McGee: set of records, what you are the only holding library for.
Maggie McGee: And then there's another report that will show that you know if there's more than one holding library.
Maggie McGee: So, this would allow you to see in a set of records that you are, you know you have a holding but there's also at least one other Sunni institutionalise holding this will be helpful in the fact that it will allow you to see how many other sunni's have this.
Maggie McGee: Do you know, and if you want to read or you need you're going to retain something it's helpful information and again the same thing you can share a set of.
Maggie McGee: records to the network zone, and this is really all I or you can send me a set in a file I just need barcode or oclc numbers or an mls ID I don't need all three I just need one of those and i'll be able to run this report for you very quickly.
Maggie McGee: Next, please.
Maggie McGee: Now they knew me editor it's coming it's coming it's coming just not as soon as we expected, so it says supposed to be exclusive us as of June 2021 is going to now be October 2021.
Maggie McGee: In preparation for the new mdm exclusive us we've had an eight month training session we met mostly weekly there are 15 that were actual training sessions and about 15 that or Q amp a sessions, so thank you to all people that attended Thank you to the institutions for allowing.
Maggie McGee: People to attend as well, so that they can get familiar with all the new functionality and as we get closer to the October 2021 release date when it becomes exclusive us, I will be setting up a.
Maggie McGee: overview session talking about the functionality navigation just a basic overview overview refresh of what I did initially last August.
Maggie McGee: Next, please.
Maggie McGee: And finally, some of the upcoming training sessions that she may be interested in the spine nomadic cloud APP and orbis cascades label printing cloud up.
Maggie McGee: there'll be a training session on June 15 at 10am there's a registration link included here, you can also go to live cow and and register.
Maggie McGee: there's going to be two sessions for fiscal year rollover and Alma the first one will be on June 8 this is geared for university centers and comprehensive.
Maggie McGee: Comprehensive colleges that have fiscal years ending at the end of June, and the registration link is included here, as well as going to live cow.
Maggie McGee: and on August 10 will be for the Community colleges, where your fiscal years ending at the end of August in that area, so you know just take a look at live cal will be adding more sessions as well for different topics, but these are the upcoming sessions, that I have.
Shannon Pritting: Alright, any questions.
Shannon Pritting: I know we're at time but you know, if anything, came up where there's questions, please let us know.