Shannon Pritting: Alright, looks like the people joining has slowed down a little bit. So we'll go and get started. This is the July 28 edition of the SUNY library shared services update
Shannon Pritting: And we'll go through all the things we've been working on over the past month. So go ahead and get started. And I'll turn it over to esta for the first couple slides.
Esta Tovstiadi: Thanks, Shannon. I'm just a quick reminder that sorry my child's in the background playing things that registration is still open for our upcoming collaborating across SUNY libraries workshop
Esta Tovstiadi: This is a workshop. That's kind of focused on the human element of project management. So looking at
Esta Tovstiadi: Things best, best practices and frameworks to sort of facilitate project management from the sort of human perspective, the human element of it.
Esta Tovstiadi: This is facilitated by collateral children, children. She is the
Esta Tovstiadi: Director of collections initiatives for the IB plus libraries confederation. She has a ton of experience in libraries and technical services and in project management so
Esta Tovstiadi: She has tailor made this workshop for Sunni and it's a really excellent opportunity to sort of hone your, your project management skills. So I will drop the registration link into the chat. There's more information.
Esta Tovstiadi: On the registration page and
Esta Tovstiadi: Yeah, I think I'm go ahead to the next slide.
Esta Tovstiadi: Just to give you a brief summary of the first castle workshop which was focused on
Esta Tovstiadi: Shared collections.
Esta Tovstiadi: And this one.
Esta Tovstiadi: Was facilitated by Michael living Clark, who is the Dean of Libraries at the University of Denver. So we had a pretty good Sunni representation for this workshop. I think there were almost 20 Sunni's represented
Esta Tovstiadi: There was some asynchronous readings and discussion and then a synchronous
Esta Tovstiadi: Presentation that kind of focused on sort of the history of shared collections and challenges and successes successes in past shared collections projects in the US.
Esta Tovstiadi: As well as diving into sorry about that. Some specific
Esta Tovstiadi: strategies for building shared collections across Sunni
Esta Tovstiadi: Summit I listed some of the major themes discussed here and I'm I have linked on this slide. A more comprehensive summary that I shared via base camp, so
Esta Tovstiadi: I think it was a really productive conversation and just thank you everyone for
Esta Tovstiadi: for participating.
Esta Tovstiadi: That is all I have.
Shannon Pritting: Right, thanks us to
Shannon Pritting: Me just wanted to. So we talked about this in the July 23
Shannon Pritting: Collections discussion, but I just wanted to let you know that this was something that was included in the in the new Sunni restructure deal
Shannon Pritting: And right now as to mark McBride and myself are working with Elsevier to operationalize this, but any Sunni affiliated author does get a 10% discount
Shannon Pritting: For a PCs that is automatically applied to the APC charge but Elsevier requires that we so someone in Sunni verifies the affiliation. So
Shannon Pritting: We thought that it was the best idea to centralize this affiliation or sent centralized this verification. So different members will be able to do this and responsible for this on the SLS s team.
Shannon Pritting: And it's taking a little bit longer than we anticipated because they had to understand our system that you know one central office or the libraries themselves don't pay a PCs. It's the author or the department or someone other than you know the the library.
Shannon Pritting: So what I think is going to be a value to obviously the 10% discount is is a value.
Shannon Pritting: But what
Shannon Pritting: Is a value is that Elsevier will be giving us a lot of information about what Sunni authors are publishing and were both in open access and subscription models and will be working on how best to distribute this information.
Shannon Pritting: To all of the campuses to see, you know what, what's of use.
Shannon Pritting: And how regularly will share this information. Any questions on that will let you know when it's ready to go in any sort of discounts between our getting this system set up and getting the
Shannon Pritting: And and when our contract was finalized will be retro
Shannon Pritting: Retro actively applied as well. So even though there's been a delay there won't be any issues with getting that discount applied.
Shannon Pritting: So just wanted to give you a support update from our July meeting.
Shannon Pritting: And not sure why there's a zoom link in there for the Films on Demand DISPLAY DISPLAY problem. Sorry about that.
Shannon Pritting: But, uh, we did focus a lot on linking and content issues and then looked at some other primo problems.
Shannon Pritting: But we tried to focus mostly on content because after trying for about a year. We finally got somebody at a managerial level to show up from content operations.
Shannon Pritting: We have a good working relationship that I think we've developed by some, I guess, respectful but tense discussions of the last year. So I think we have a good relationship with support content operations. We've really not even
Shannon Pritting: Gotten to the surface of that I do give the person from content, who showed up to that meeting a lot of credit. She was frank and honest with us.
Shannon Pritting: And we we really said, you know, this is why should we put any effort in in this if it's clear that you're not resolving issues in anywhere near a timeframe that
Shannon Pritting: Anyone would be would be happy with. And she recognized that they have some bandwidth problems with
Shannon Pritting: Some severe bandwidth problems with contents poor actually versus acknowledge this even at a Luna, a couple of years in a row.
Shannon Pritting: They know it's a problem they're working on it. That's not i'm not trying to discount that it's a it's a major issue content operations will be in all of our monthly meetings.
Shannon Pritting: So we're going to try to really just focus on content for the for the near future. One of the things that they did tell us that was interesting is, even in content operations for content cases or OMA data services cases, even if it's a high priority.
Shannon Pritting: Since they have such a so much of a backlog. If it's something that is causing problems you have to escalate it using the OMA or the actually press escalation path and the escalation email, send us a ticket if in live answers. If you don't know how to do that.
Shannon Pritting: But, you know, if you're not getting traction and he's put something at a high high classification. Don't hesitate hesitate to escalate that we
Shannon Pritting: We we've been doing that ourselves with anything that was a high priority. We started escalate that and then someone at a director level gets gets assigned
Shannon Pritting: We talked a lot about Gail linking issues which we're still having. So the film's on demand. I think we got a faster resolution because we talked about it a fair amount and they actually had a way to fix that. And I think that's been resolved.
Shannon Pritting: But the gale linking problems still persist. We have someone who's supposed to be our primary point of contact at a higher level at Gail
Shannon Pritting: And that person is working with someone at a higher level edX Libra. But I think both sides are acknowledging that this may take a few more iterations to get it completely fixed. That's not what anyone wants to hear
Shannon Pritting: And we're suggesting that as this happens that you take the action to hide Gail content. If there's any other full text linking because if Gail and actually Bruce can't figure this out over the next month your user shouldn't suffer from that.
Shannon Pritting: And, you know, we've let Gail know that this will devalue their subscriptions because there'll be getting used less through through the link revolvers in the hopes that this would be an incentive for Gail to help us apply pressure and look for faster resolutions.
Shannon Pritting: To the variety of linking issues.
Shannon Pritting: Any questions on that from the July support.
Shannon Pritting: quick update on somebody was
Susan D (UB): Yes. This is Susan
Susan D (UB): Wouldn't be a update. If I didn't have a comment. Um, and someday you'll miss me when I'm gone, but
Shannon Pritting: You know, I appreciate your engagement.
Susan D (UB): Yes, I tried. I tried to be awake.
Susan D (UB): With that, Gail. Actually, I mean, is it is it like Gail has to do a lot more work, is it actually Bruce, do they each sort of both equally or
Shannon Pritting: I think there's, I think there's issues on on both sides.
Shannon Pritting: You know, get Gail linking
Shannon Pritting: In any link or solver is is it takes some work to get it working. And, you know, even, even with EDS there were there were issues.
Shannon Pritting: But also I think a lot of this is is related to the CDI. So I think that there is
Shannon Pritting: There is there's blame on both sides. And that's not to say that Gail's not trying to fix it. But, you know, we need to
Shannon Pritting: We need to, you know, say this is having a huge impact. And, you know, if you're going to iterate, you need to iterate in the course of days, not weeks or months.
Susan D (UB): Right right circle as many wagons as possible on all fronts. Right. Right. Great. Thank you.
Shannon Pritting: Um,
Shannon Pritting: Alright, so
It was the only place.
Shannon Pritting: Yeah, and Holly. That's a great point. I'm not trying to make guild the bad guy. There's, there is certainly are linking issues across other vendors as well.
Shannon Pritting: It's just that we've been we've been struggling with the Gail ones that the most and we just want to make sure that
Shannon Pritting: This is getting to the highest level so that there's priority.
Shannon Pritting: You know, put to this but but yeah there's there's certainly a variety of other vendors who have linking issues. So, yeah.
Shannon Pritting: So an update on the SUNY library accessibility cohort.
Shannon Pritting: So Rebecca a link from purchase and Carly Spina from fit our co chairing this right now we're focusing on building
Shannon Pritting: shared understanding and some shared knowledge between the group and then in early fall. So in the next couple of months. We're going to begin
Shannon Pritting: Reviewing the V Pat's accessibility documentation for the commonly held a resources and then we'll be cooperating with the different stakeholders in Sunni to look at the processes and methodology that we have for reviewing so that
Shannon Pritting: You know, we're doing the best we can with compliance and then making sure that this will meet Procurement Standards as much as there are any
Shannon Pritting: set in stone Procurement Standards and Sunni so that doesn't mean that this is going to solve all 60 all you know issues at all 60 campuses.
Shannon Pritting: But one, you know, we're doing the best we can to communicate in, you know, a system that sometimes is a bit fragmented in how
Shannon Pritting: Processes are rolled out and and implemented. So we're trying to do our due diligence and you should be hearing more and seeing more about the work that will be doing with
Shannon Pritting: Going a step further from just accepting the V pat to reviewing and analyzing the V Pat and any sort of accessibility conformance documentation.
Shannon Pritting: So I wanted to just give everyone a heads up that we're working on this. So a few of us have been working with an eye tech web developer and the API is technology manager to
Shannon Pritting: Try to get a system wide solution for the self check web application. So it's pretty much just an ability to set up a webpage on a dedicated machine that you if you don't have a self check
Shannon Pritting: Vendor or you don't have a self check solution that you can do this. That's not to say that will have all the functionality of a self check vendor.
Shannon Pritting: The link is here for the web based application that actually bris has on the developers network.
Shannon Pritting: We it's taken us a bit longer because we have to set up a proxy to hide the API keys that are being passed back and forth.
Shannon Pritting: And then we're working on that customization of the application we're shooting for mid August, where we will have this available to libraries will do the implementation will give you a URL where you can set up the self check application.
Shannon Pritting: In, you know, hopefully this will help you if you're trying to achieve contact list or reducing reducing contact in any sort of checkout activities.
Shannon Pritting: So we don't have that specific date, but we're shooting for for mid August
Shannon Pritting: And if you if you're interested. Let us know submit a ticket at live answers and we'll put you in the list of campuses, who are interested. So we'll reach out first to you.
Shannon Pritting: We already have three campuses, who we're going to start testing with as soon as we have a, you know, minimally viable product that we're ready to go with any questions on that.
Lauren Jackson-Beck: I'm Shannon
Lauren Jackson-Beck: I have a question. This is Lauren from Potsdam, the self check on my application. This is without for people that don't have a self check machine. Is that what you said.
Shannon Pritting: Yes, so
Shannon Pritting: how this would work is it's
Shannon Pritting: Going to be a web page that it will have a basic check in, check out function. One would hope that you would set that up at a workstation and, you know, a public workstation and then people could check books out to themselves. Obviously, there's a whole lot of room for
Shannon Pritting: Issues of, you know, if somebody can get someone else's credentials, etc.
Shannon Pritting: They can check it out. But you know, I think you have to. It says secure as we can make it and and thanks to Matt from USF for sending us this a while ago and we should have it relatively soon. But, sorry, Lauren, you were going to ask
Lauren Jackson-Beck: Know that this is up. Thank you. You answered my question. This is really brilliant. So, oh my goodness. Thank you.
Shannon Pritting: Yeah, and David. David put security issues with the API key. That's what we're. That's what we're. That's why it's taken us longer is that we have to
Shannon Pritting: We, we have to set up a proxy so that we're not passing the API key publicly
Shannon Pritting: Between the workstation and Alma, and that's what's taken us a little bit longer than we anticipated.
Yeah.
Shannon Pritting: Yeah, so
Shannon Pritting: You know, there's that I'm not suggesting that there won't be other things, you'll need to think about like D sensitizing etc. So it's not a it's it's it's not nearly as slick as actually having a self check application or self check machine, etc. But
Shannon Pritting: It's a what we can pull off in all this has a server, there won't be any costs associated with this. So when we have it will let you know. And then if you if you want it. You certainly can use it.
Shannon Pritting: Just a note on that. Let's go. NET all my integration. So this is if you're doing work and abs go net
Shannon Pritting: Apps go will be working with Sunni and I think they have a few other institutions are working with to that if you do work like renewals
Shannon Pritting: In Cisco net that they'll pass that information into almost so you don't have to duplicate the work we have soon as who have expressed interest. So we don't we don't need any any further.
Shannon Pritting: Interested campuses and
Shannon Pritting: We'll be sharing out information as as soon as we have it.
Shannon Pritting: Go ahead and show
Thanks, Shannon can go ahead
Michelle Eichelberger: So the primo august release. I put the link at the bottom of this slide. And these are just a few of the things that I wanted to mention it's certainly not everything that's included in the release.
Michelle Eichelberger: One of the good things is that if you're trying to set up local resource type she'll have multiple conditions that you can use before it was really limited and not all the records you wanted to put in a type would fall into a particular category. So that's a good thing.
Michelle Eichelberger: If you're using a blank purchase request form. There's now going to be a way that if you own that particular item that it will come up in the purchase request form and tell the person who's trying to order it or to request it that you already have it, which I think is great.
Michelle Eichelberger: Um, one of the things we've been looking at for quite a while and we brought it up as a problem in our, we have a top five meeting with support and this was that
Michelle Eichelberger: In the Sunni shared catalog. If you had an electronic version of a book, there was no way to get a research sharing request.
Michelle Eichelberger: Option in there. If somebody wanted the print instead of the electronic and this was a real problem because not everybody wants to use an E book.
Michelle Eichelberger: You know, in times of coven they may, but most of the time, they may want the physical
Michelle Eichelberger: Item. So there is going to be a way where you can easily have a resource sharing request show up even if you do have the electronics. So that's a good thing.
Michelle Eichelberger: There's a way that you can now define peer reviewed facets for your local content in Alma, not just for CDI content. So that's good thing.
Michelle Eichelberger: There were problems with suppress physical locations items still appearing in the search results. This has been fixed. There's a Did you mean option that wasn't running very well. This also has been fixed. And then this was a big problem. A lot of people reported this Hang on a second.
Michelle Eichelberger: Where if you had a print and a electronic option for a particular record and it was D duped, you would lose the electronic piece of it. So this has also been fixed and then
Michelle Eichelberger: Many people also noted that if they tried to change their preferred record for D duping that there were problems with that. And that is supposed to be fixed with the first update to the release on August 9 so you can go ahead, Shannon.
Michelle Eichelberger: So for resources. I just pulled out a couple of things. These are mixed in with the rest of the updates that I'm sure that Maggie and Tim, are going to talk about. And here's a link to the full list of the releases for Alma
Michelle Eichelberger: This first one will be handy for making purchase decisions you can often get a list of all of the records that are in a particular collection.
Michelle Eichelberger: And now you can compare to collections that are already in Alma or that you don't have an Alma. So I think that'll be really handy.
Michelle Eichelberger: And then the second one. I don't have a good example for this, but they say that they've fixed. Some of the test errors that you were getting when testing your portfolio's so I thought that was a good thing. You can go ahead, Jenna.
Michelle Eichelberger: So CDI continues to be an interesting experience.
Michelle Eichelberger: There actually versus still doing a lot of changing and fixing and some things are supposed to be coming in August and my fingers are crossed that they really will be fixed.
Michelle Eichelberger: One of the biggest problems that we've seen is that if you have something that's Lincoln record, meaning that both the search record and the link to the item are coming from the CDI rather than a link resolve or collection, which is fulfilled by your
Michelle Eichelberger: Portfolio activations was happening right now is that those link and record links are superseding
Michelle Eichelberger: Any of your link resolve or links. So something that you know maybe away is showing up in your view online instead of something from Expo or from Gail or something that you're paying for. And that's a big problem, particularly when the link and record link is bad.
Michelle Eichelberger: So that's supposed to be fixed in the August release. We're waiting for confirmation about that. It's not currently listed in the release notes, but actually verse says it's coming. They did try to fix it in July and had to roll it back because it broke some other things.
Michelle Eichelberger: Shana mention the film's on demand problem. What we found is that if you activate new link and record collections, you have to publish the database bib record in order to get them to work, which is not intuitive.
Michelle Eichelberger: And also as a problem if you don't want that database to be searchable in primo by name. This is also supposed to be changing in August, and I will keep you updated and base camp about this. My hope is that it will work.
Michelle Eichelberger: How the other the migrated link and record collections from the PCI have a little flag that just say publish
Michelle Eichelberger: It premium so I'm hoping that that's how this will work. But again, more information as we get it.
Michelle Eichelberger: We're still seeing missing collection names in these Lincoln record collections, you'll just see something very vague like view full text in collection, rather than view full text in Films on Demand or the actual
Michelle Eichelberger: Collection and that makes it really difficult to do troubleshooting. If the link isn't working. So we are pushing that was supposed to be fixed in May. I haven't seen any fixes yet. And we have asked in multiple places about when that is going to be fixed.
Michelle Eichelberger: The CDI is impacting Gail linking when the article IDs are not matching what's in Gail that can be part of the cause of the failure for the Gail linking so we are pursuing that
Michelle Eichelberger: And another thing we're seeing is that when it's doing the live look up for Alma for your view online links. If there's no isn to match for example Kirkus Reviews.
Michelle Eichelberger: It doesn't give you any links. So that's also a problem. So we have several open tickets about all of this and I will keep you in the loop if you'd go ahead, Shannon.
Michelle Eichelberger: So one of the things we're going to start is an external resources Task Force has been a questions or interest in getting a group together to look at how to bring in
Michelle Eichelberger: Archive collections and what would be best practices, you know, do you want to do a digital import profile, do you want to do discovery import profile.
Michelle Eichelberger: There's a really cool Alma viewer, where you can actually get these external records to show right in the full record you can show a PDF. You can show an image.
Michelle Eichelberger: So what we'd like to do is get a group together to explore this. This is going to be heavy on the exploring and pulling together information and not so heavy on the like actual deliverables.
Michelle Eichelberger: What I would really like is some collections to practice with and get some more information about how this works. So we will be opening this up to volunteers. The link to volunteer is right here. And we will also post it in base camp.
Michelle Eichelberger: So hopefully there will be people interested in looking into this with us. I think that's it for me.
Michelle Eichelberger: Yep, thanks everybody.
Esta Tovstiadi: Okay, Shannon. You can go ahead to the next slide. So I just have a few updates. One is to announce. We're going to be conducting a shared ebook DDA pilot over the next couple semesters. So we're looking to test a multi campus DDA program on the pro quest ebook central platform.
Esta Tovstiadi: We had a conversation with Pro quest. This morning we're working through a pricing model and they're working on setting up how this would look in the back end, we're kind of talking through what it would look like. And Alma
Esta Tovstiadi: We are hoping to get
Esta Tovstiadi: Get it set up so that access to purchase titles is available for all of Sunni regardless of who participates.
Esta Tovstiadi: And on our end we plan to do to manage the vendor relations negotiate terms and pricing help manage the the pool as well as just provide support to campuses.
Esta Tovstiadi: And so right now we're looking for campuses to partner with us in the pilot phase and so that could look like contributing funding or testing workflow in Alma or the user experience and primo we're going to have an informational oh
Esta Tovstiadi: Okay, nevermind. Sorry about that an informational session in early August and
Esta Tovstiadi: If you're interested in participating or learning more, send us a an email by August 7. I think if you were if your campus is looking for a way to build your monograph collection.
Esta Tovstiadi: In a format that's going to be accessible, even if the campuses closed again. This could be a good opportunity to put some of your monograph funds towards that I think especially in a way that kind of leverages our sort of collective power as a system.
Esta Tovstiadi: Okay, next slide.
Esta Tovstiadi: So another
Esta Tovstiadi: Project, we're working on is setting up reality trials for campuses. So we alto is it's it's a tool that integrates
Esta Tovstiadi: Selection and acquisition of several formats directly into all of them. So if you've worked with oasis or goby in the past, it would. It's kind of like having that embedded in Alma, but you have some more features, because it's linking up to
Esta Tovstiadi: Real Time availability your fund availability information on your holdings.
Esta Tovstiadi: And it's integrating directly into own acquisitions, so
Esta Tovstiadi: We're having a demo. Next, let's see. Tuesday, I want to say.
Esta Tovstiadi: Next Wednesday at 10am, feel free to to sign up for that. And again, we're asking if you're interested in participating or learning more about that. Feel free to shoot us an email.
Esta Tovstiadi: We don't have a timeline on this.
Esta Tovstiadi: It's sort of at whatever pace, you're ready. But, um, but we're, we're happy to, to promote this as an option for campuses looking for a way to kind of streamline their
Esta Tovstiadi: Their selection process.
Esta Tovstiadi: And that is all I have. Thanks.
Timothy Jackson: Great, thank you. So Shannon, you can move on to the next slide.
Timothy Jackson: So I'd like to start by giving you all an update on where we stand with restarting physical resource sharing in all
Timothy Jackson: We currently plan to resume physical resource sharing in Alma on Monday, August 3 which is this upcoming Monday.
Timothy Jackson: Right now we have 11 libraries, who have told me, they're ready to resume lending on that date. You can see the list there. I won't go through and read all of them.
Timothy Jackson: But I do want to say thank you to each and every one of those libraries, who has told me that they will start lending on the third
Timothy Jackson: And I also want to point out that most but not all of these libraries will also start borrowing again on the third. So the way we've been handling this is I've been reaching out to libraries as they resume e LD service to see if they're ready to start borrowing and lending and Alma
Timothy Jackson: So if you haven't heard from you. Yet, as soon as I see your name pop up on the list of libraries, who have resumed or about to resume service in Alma or excuse me in ELD
Timothy Jackson: I will reach out to you, um, I do want to point out that if you want to start borrowing again.
Timothy Jackson: You really should be also willing to start lending again if we get into a situation where we have a bunch of
Timothy Jackson: Libraries borrowing and not very many lending that's going to cause some obvious problems for the lender.
Timothy Jackson: So we're trying to discourage situations where libraries resumed borrowing without lending, but we realized that that's not going to work for everyone. Like for instance, I know Schenectady County Community College. Their entire collection is inaccessible because of a
Timothy Jackson: Renovation innovation. So we would make an exception in cases like that. And when I reached out to you if you if you believe you're one of those libraries, who needs that exception, we can discuss that. So Shannon, if you could move on to the next slide please.
Timothy Jackson: We're going to need to start, we're going to need to use different Rodas when we resume resource sharing
Timothy Jackson: To make sure that libraries, who are currently lending articles, but not books don't start receiving book requests to that they can't fill
Timothy Jackson: Up. So we're going to start things off with just a single Rota of all of the libraries, who are ready to start lending again. And as that rotor grows, we will make adjustments as necessary.
Timothy Jackson: Something else I want to point out is that lending requests will no longer expire after four days, they won't expire at all.
Timothy Jackson: And the reason we're doing that is we want to make sure that as many requests stay in Alma as possible and we realize that it's it's going to be a weird time for everyone.
Timothy Jackson: And things may slip through the cracks. So we're going to not automatically expire requests for the time being, and I will be using analytics to just keep an eye on things and catch anything that I think has slipped through the cracks. So there will be someone monitoring for that.
Timothy Jackson: I also want to let you all know that will be taking care of all of the configuration work needed to resume physical resource sharing at all of your libraries.
Timothy Jackson: I would ask you to refrain from turning on your borrowing and lending without consulting us because that that that will create some issues. And I also want to just remind you all that
Timothy Jackson: We're going to see slower turnaround times and lower fill rates.
Timothy Jackson: Until things start getting close to being back to normal. In fact, I would compare this restart to the initial resource sharing rollout from last summer where we only had part the system lending. So we were seeing a decent number of requests.
Timothy Jackson: Not get filled because there just weren't enough lenders available. So before I move on. Does anyone have any questions about our plans to restart resource sharing
Timothy Jackson: Okay, doesn't look like we have any questions. So Shannon, you can move on to the next slide. Thanks. So I also wanted to give you an update on where things stand with Article resource sharing the August all my release included a fixed to a letter that should allow
Timothy Jackson: download links to be delivered directly to the requests are currently the way article resource sharing works is when a lender fills a request the borrowing library receives a PDF attachment and then the borrowing library has to manually forward that attachment to their user
Timothy Jackson: So hopefully with this fixed to the letter in the August AMR released, we can put an end to that in create a situation where once a lender fills a request.
Timothy Jackson: An email with a download link will be sent directly to the borrowing libraries user and that email will appear as actually it will come from the borrowing library. So your users won't be receiving emails directly from other libraries.
Timothy Jackson: The initial sandbox testing. We've done has gone. Well, thank you, Yvonne for helping me out with that.
Timothy Jackson: But we will need to do some additional testing. Once the August release is available in production because there's certain things we simply can't do in the sandbox.
Timothy Jackson: So once that the August release is available, we will be doing some additional testing will keep you all posted and I'm really hoping that
Timothy Jackson: This letter fix will help us significantly improve article borrowing workflows and that it may make all my article resource sharing a viable option for additional libraries in the SUNY system.
Timothy Jackson: So Shannon, if you can move on to the next slide.
Timothy Jackson: And lastly, I just want to give you all an update on where things stand with Alma resource sharing with non SUNY libraries.
Timothy Jackson: We have recently successfully tested article resource sharing with both the Connecticut State Colleges and University system and the mental system in Minnesota. Unfortunately, we did run into some lending locate issues with CSU, which I'm working with x Libra on resolving
Timothy Jackson: no problems whatsoever with men pals. That's good news. And I also want to let you all know that both consortia have expressed willingness to discuss the possibility of physical resource sharing with Sunni
Timothy Jackson: We also met with the WR LC consortia that's the Washington research libraries consortia so that's, you know, places like Georgetown George Mason George Washington lots of George's in there, American University.
Timothy Jackson: A lot of the big research libraries in the Washington DC area and they have also expressed interest in possibly doing physical research sharing with Sunni
Timothy Jackson: So this can really help give us additional resource sharing options within Alma outside of our system so we don't need to rely quite as much on OCLC. We're also continuing to have discussions about all my research sharing with the system.
Timothy Jackson: Initially we were talking to them at a system level, but it's looking now like will probably be starting out with just a handful of individual institutions, in fact, we met with the Graduate Center recently just earlier this week.
Timothy Jackson: And then so we'll probably try to link up with a handful of the larger communities before trying to link up with the system as a whole.
Timothy Jackson: And lastly, I just want to let you all know that we're still on track to add Union College to our Rodas sometime in the near future. I'm afraid I can't say exactly when that would happen, but I'm
Timothy Jackson: I'M VERY MUCH HOPING sometime early in the fall semester we can start doing all my resource sharing with Union College and we also still have interest.
Timothy Jackson: With all my resource sharing from Nazareth Ithaca College in ST. JOHN Fisher as well, although they're not they're not quite in a position yet where they can really engage with us on that, but they are interested in
Timothy Jackson: Once things, hopefully start to get back to normal. We can make more progress with them as well. So that was that was everything I had. Thanks everyone.
Maggie McGee: Everyone Shannon can use move forward. Please. I just want to give everybody an update on the local subject heading initiative. I'm not much has been done, and I'm going to explain why. So I started doing it with the with peace to as planned, but then the I was listening to the
Maggie McGee: That the California State one of their
Maggie McGee: Online.
Maggie McGee: Sessions was you know about this project. And it got me thinking, because it was mentioned, you know, you could do it in the in the 650 second indicator to
Maggie McGee: And what happened with this was that we have a lot of campuses that don't actually that don't actually display their but their second indicator of seven for
Maggie McGee: Fast subject headings and things like that. So I had to work on coming up with a script and you know display normal that allowed me to display the subject heading if it had a
Maggie McGee: subfield to of change the subject project and not show any other with a second indicator of seven for those campuses that did that. It took it took a few weeks to get that going.
Maggie McGee: Ran into a few trouble worked with actually burst. And finally, I was able to refine it to get it to work the way we need it.
Maggie McGee: And what's really nice about this, will it will streamline the whole configuration and it will make the end user experience more seamless. So doing it with a local anytime you use a local feet display field, you have to create a local
Maggie McGee: Search and advanced a local advanced search. So it takes it away from a typical search. So it would not be the 690s would not be included with
Maggie McGee: A subject search would be a local subject search. So now, by changing the way I'm going to configure this phase two and phase three, and allowing the subject tending to remain in a, you know,
Maggie McGee: A standard subject heading. It allows users, then, to just do a basic subject search without having to know when it's this subject, I have to do a local subject search, etc. So
Maggie McGee: I'm going to, I'm going to update all the documentation that is on the change of subject project lip guy.
Maggie McGee: And I will be in touch with all the campuses. I did do some and I will be in touch with you when I've made these changes to revert them to the new configuration and any campuses that have
Maggie McGee: Modified the display normals for subjects.
Maggie McGee: to omit 650 with the second indicator of seven for like best subject headings, for instance.
Maggie McGee: I'm going to put in this rule that allows only the 62nd indicator of seven with change the subject in subfield to to display all other libraries will not have this. So if at any time you decide you want to admit other
Maggie McGee: Subject Headings with a second indicator of seven, you need to contact me so I could give you the proper display normal so that you can incorporate it
Maggie McGee: Does anybody have any questions about this.
Maggie McGee: Can you please move forward, Shannon. So I, some of you may have noticed I posted to base camp, there's something going on with OCLC new process for their data center collections. So when things are being updated.
Maggie McGee: Your accidentally creating
Maggie McGee: duplicate records as if they were new and sometimes it was creating them 234 or five times so Binghamton brought this to our attention. So thank you to Binghamton for doing that.
Maggie McGee: And I've been working closely with OCLC on this. So there was something with the match their match configuration in the new process, the new processes, fine, but how it was matching records. It was not working as intended. And it was impacting all of OCLC libraries, not just Sunni
Maggie McGee: So they decided they did change their match configuration. They but there's still something off that they're still investigating some working with them very closely.
Maggie McGee: Because there are still some new records being created, even though they're not really new, they're just not matching properly. So there are being sent is new.
Maggie McGee: But they're at a much slower rate and very few. So I have very concrete examples I can give them of the original babe record with the
Maggie McGee: Newly created record so that they can really dig deep and figure out what is going on. So in the meantime.
Maggie McGee: All the SUNY collections have been set to staging for records that have no match. So what this means is there anything that does not
Maggie McGee: Find a match. When you're updating your holdings during this time when they're trying to figure out what's going on. They're going to go there and OCLC is going to be reviewing the records going in there to see if they can identify why these matches are not happening properly.
Maggie McGee: Once it's been resolved. Everybody that piece of staging for upon no match will be removed from your collections. There's nothing. Anybody has to do as is all being taken care of. On OCLC side.
Maggie McGee: Another piece that happened during this process is called DDR. It's their delete the duplicate detection and resolution process. So what this does is
Maggie McGee: It will resolve issues like if there's matching records merge up you know merging and things like that. And it really seems to be self correcting the problem when it was still on. I was getting massive amounts of merges, which was ringing like something was weird going on for myself.
Maggie McGee: That we had so many
Maggie McGee: Manually handling, I had to look at them because there was more than one match when records were merging their life and even for updates that were just so many matches so they turn this off temporarily
Maggie McGee: Until they can figure out everything that's going on but they're thinking sometime this week, they're going to set DDR up and hopefully that's going to merge all the all the records that have been created as new
Maggie McGee: Even though they're really not. So I do have a set of all these records and I will be paying attention that they are being resolved and no longer in the system. So if you do notice anything weird going on.
Maggie McGee: With OCLC, you know, this is probably the issue if there's anything else you see that's happening, you can reach out to me and let me know I will keep everybody up to date and let you know.
Maggie McGee: How things progress once DDR starts, you know, being turned on again. And once they figured out the final piece of why some records are still being created as new, even though they have clear matches and OCLC
Maggie McGee: Does anybody have any questions.
Maggie McGee: Thanks. I can move forward. Please, just a reminder, the new deadline to the new exchange service for OCLC. This is for your data st collections or for any other services.
Maggie McGee: That you have
Maggie McGee: data collections any kind of services and OCLC that you're using is sep tember 30th 2020 any publishing profiles.
Maggie McGee: For every Sunni has already been configured to the new exchanger servers. You don't need to worry about that. But if you have any other services that you need to make sure you update them please do so. There's a link to their documentation.
Maggie McGee: You move forward please
Maggie McGee: And now, now we're up to the release notes so
Maggie McGee: Oh, sorry, I didn't update my side to say August. I apologize. So it is really august not may so please ignore that.
Maggie McGee: The new user layout as of August. It's going to be available. It's going to be available as an excuse me opt in or opt out.
Maggie McGee: And so when people login. It's still going to look like the old layout, it will be whoever has certification to take care of configuration and your campus.
Maggie McGee: They can go into choose the opt in option or the opt out option opt in means that user by user will have the new layout added for them and opt out means that it will be applied to everybody and people can choose users can choose not to have the new layout.
Maggie McGee: One thing I just want to let you know.
Maggie McGee: As of a about a week ago when they didn't. They didn't update in the sandbox that now the new the empty editor of the current one utilizes the whole screen. So when I did the new layout.
Maggie McGee: I did a session on the new layout. Couple of weeks ago and I did mention that the MD editor did not use the whole screen. It was very hard to use because it really
Maggie McGee: Took away a lot of the workspace and you couldn't scroll and you couldn't see everything. This has been corrected. So if you're somebody who does cataloging or uses the MD editor. Don't worry, you can decide in August. If your campus decides to enable it in August to use it.
Maggie McGee: Just be aware of that with the September release the new layout is going to be enabled in production for free all users and it's going to only be an opt out version. So that means that when the September release happens
Maggie McGee: The new layout is what everybody's going to log into and you can then opt out at that time.
Maggie McGee: To use the new layout and continue to use the old layout until January 2021 when then new layout is the default. So there is a link to live guide. There's a new
Maggie McGee: On the layout lip guides. So if you did not attend the session. This is live guide is basically the information that I went over in the session. There's also
Maggie McGee: A recording of the session as well. So if your campus wasn't able to attend or maybe miss that session, you still have availability to all the resources.
Maggie McGee: You can move forward please
Maggie McGee: The again, just please ignore my headings. I will make sure they get updated acquisitions. So you could only edit appeal line. If you chose edit prior to the August release, but with the August
Maggie McGee: Release. You can now click View and there'll be an edit option that will allow you to then edit after viewing appeal line if always, if you have the right user roles and you. They also the pure line has the correct statuses to be able to do this.
Maggie McGee: Please move forward.
Maggie McGee: Now resource management. There's a lot of changes that happened to the new MD editor in the sandbox with the August release. So when you're seeing the the August release notes.
Maggie McGee: The MD, the new MD editor. It's only in the sandbox right now. So all the changes happened in the sandbox. And if you're interested in, you're not one of the campuses, who, one of the
Maggie McGee: People for one of your campuses are not involved with. We have a little we have a group that is just testing out the new MD editor just working through workflows testing out how everything functions and new features.
Maggie McGee: I created a lip guide for this. So if you want you can go look at it because it is open, it's not it's not locked down it's open for everybody to view and I'll be adding more information as I go along and develop that
Maggie McGee: Another thing that has been happening and the August release is that the local control number as a local extension for Community records.
Maggie McGee: So you can now update bibliographic records in your community zone with a local control number like an old 35 if it's a, like a vendor.
Maggie McGee: Number, you know, so that it can match better. So this is a possibility. It allows synchronizing fib records originate in the, you know, community zone with third party catalog.
Maggie McGee: Catalog. So your vendors send you file. So you put in the local you know know 35 of the local extension which means some field nine local you don't see that it just gives it the little local symbol next to the field.
Maggie McGee: You're able to do a match. When the vendor send you updates. If your files are getting updated in that format.
Maggie McGee: Next, please.
Maggie McGee: Of so
Maggie McGee: There's this Michelle did mention this identify your records matching drama records so you can match vendor records to existing records and Alma help with purchasing decisions so
Maggie McGee: That was already mentioned. So thank you, Michelle.
Maggie McGee: And you can also now search by title by call number range. So this is kind of cool. So you know title searches, like all titles physical titles electronic titles portfolio titles, anything that has a title.
Maggie McGee: In it as a search will allow you to do a call number range operators, they were added to an advanced search. So it will allow you to do a range, you can do less than, greater than greater than equal greater than, less than
Maggie McGee: And, you know, it can be to to do the decimal numbers and library Congress calm numbers.
Next, please.
Maggie McGee: And I just wanted to mention some upcoming training that's happening acquisitions like fall Susan and I will be doing some advanced acquisitions, of course, to just go over some more of the more advanced acquisitions functionalities that are available.
Maggie McGee: Such as, you know, like important profiles API eyes and various other things like that.
Maggie McGee: Resource Management some training. So I just want to announce and I posted to base camp. I'm going to be doing a new MD editor series and it's going to be kicking off august 25
Maggie McGee: And this is really navigating the empty editor. I wanted to do it prior to the release of the empty editor in production so that
Maggie McGee: You have some time to at least, you know, see what it looks like. Prior to it just showing up in production. And then from that point on, I'm going to be doing bi weekly training sessions with BI weekly Q and A's for the session each session just so that
Maggie McGee: People have an opportunity to attend the session absorb the information and then come back the following week if there's Q AMP. A they can ask any questions and we know look at different things that come up as a result. So I'm still working on
Maggie McGee: finalizing the schedule and I'm adding it slowly, but it's not been published to lip guides. So once that is available, post it to base camp and it will also be available on the guy.
Maggie McGee: And the final thing is also in fall 2020 plan to start doing normalization rules just want to let you know that I'm actually going to be doing.
Maggie McGee: Two sessions and August. If you did not see that but you can sign up and register. There's one on normalization rules NAMA, and there's one for primo v.
So,
Maggie McGee: So, thank you.
Gail: Hi everybody. Um,
Gail: I just have a couple of slides on analytics. I know we don't have that much time left but I'm just want to point out that the August release has some exciting new developments.
Gail: I'm the first line. I know it says holding details physical items I copied and pasted that directly from sleepers, but I think
Gail: Holding details needs to be needs to be flipped with physical items. I think what it's saying is in the physical items subject area.
Gail: The holding details and bibliographic details dimension will now allow you to search on the 008 and leader. So that's something that I know customers have been asking for for a while and it's
Gail: So that that could be interesting. And that could be helpful. So I just wanted to point that out. I thought that was important to notice.
Gail: Okay, China.
Gail: Um, so I'm sure you're all aware of the upgrade so
Gail: Actually, this has already completed the what they call the Oracle in memory performance Upgrade Analytics supposedly reports for run faster.
Gail: Unfortunately, while they were rolling it out. Some of you may have noticed that reports are actually running slower but
Gail: But I think that's all done. So hopefully you should see a noticeable performance.
Gail: Improvement. And if you if you're not, or if you're seeing slowness, feel free to open a Salesforce case.
Gail: The upgrade to the back end of analytics, the Oracle Oracle background.
Gail: Experiences upgrading it to the Oracle analytic server, and that includes what they're calling data visualization. So there'll be some changes with that.
Gail: We are scheduled to be upgraded in the fourth quarter. So that's anytime after October 1 hopefully they'll give us notice because there are some things that we will need to do to prepare
Gail: So it brings you down to the next slide.
Gail: So look for an announcement about and a webinar that the analytics. Working Group will be doing on August 12 we will be going over the basics of what
Gail: The upgrade will involve and what you need to do. The most important thing is any reports that you currently have stored in the folder called My Folder. That's the folder that
Gail: Is only viewable by by the the login that's associated with your login that the shared
Gail: Institution folder, but any reports in my folder will not get migrated to the new version. So those will only to be copy. So we will cover that in the webinar.
Gail: We will also cover all then also be a freeze period when when x leavers announces the actual dates for when we get upgraded there'll be an alignment. I think like a week or 10 days freeze period where
Gail: I think you can run analytics, but just anything you save or change will not be migrated and the webinar, we will also talk about the shared folders and the reports that we have in there and how to use them.
Gail: And that's it.
Shannon Pritting: I just wanted to give you a bit more of a overview of training of what we have going on. We've talked about most of this already.
Shannon Pritting: Um, so we have two sessions scheduled for Castle. We're, we're thinking about a third not sure whether we'll do that or not advanced acquisitions also coming
Shannon Pritting: In the fall as Maggie indicated, and then we're looking at some additional advanced analytics sessions, focusing on different functional areas.
Shannon Pritting: And then looking at the MD editor and the layout sessions and those areas and then we will be repeating the resources course that was offered
Shannon Pritting: In the spring that had a lot of demand that that will be, you know, likely mid early September. But we'll be offering it in the fall and then
Shannon Pritting: As many sessions as we think are appropriate on the cloud apps, because we're looking at the
Shannon Pritting: Different cloud apps that we think are relevant to libraries. And then as we find that there are needs for functional areas sessions will do those and then also some focus sessions in collections on liaison librarian models.
Shannon Pritting: You know how to look at those that your campus and some sharing of those those a amongst Sunni and then current trends alternative access and then data driven collections.
Shannon Pritting: And then we just announced these reopening webinars so
Shannon Pritting: For will do four sessions beginning next week. And these are the tentative sessions and topics but there'll be Thursdays at two o'clock.
Shannon Pritting: And then we'll, you know, if we if we need to adjust any of the topics. After the August six will will do so.
Shannon Pritting: Alright any questions, anything
Shannon Pritting: It's good that we're keeping Susan awake, even though it's warm
Shannon Pritting: Any questions.
Shannon Pritting: Feel free to unmute yourself or type in the chat.
Susan D (UB): Well, I have one last, last question about the acquisitions course did that Susan, I think offered in June. Did that happen. And did we miss were there. Um, for those that didn't participate, she was going to share some information from that is that available and we've just missed it.
Susan Perry: I first distributed the links to the chorus members.
Susan D (UB): Sure.
Susan Perry: And yeah, I'll be posting those
Susan D (UB): Okay, good.
Susan D (UB): Perfect.
Susan Perry: Thank you. Susie had an embargo period.
Susan D (UB): Yeah. Oh, okay.
Susan D (UB): Okay cuz yeah
Susan Perry: Feedback from
The
Susan Perry: Migrating to full acquisitions. The feedback from that is going to help us informed that advanced sessions that makes
Susan D (UB): Perfect, perfect. You know how easy it is to miss to miss announcements.
Susan Perry: Yes, absolutely. No, you will see the link up these
Susan Perry: SLC translate
Susan Perry: Thank you for asking.
Susan D (UB): Oh yes, the citizens have to stick together.
Susan Perry: That's right.
Shannon Pritting: All right. We have time for one last question. It's four o'clock, but will any
jkl: Last question. I have a question says, Jill from Optometry, and my question was regarding
jkl: Live answers and live live chat for the campuses that didn't have it that got access to it. I think it was just kind of this big for the duration of the code crisis. I was wondering if there's a an endpoint or
jkl: This is what you need to do if you want to continue to have it. I just, you know, don't want to invest too too much more time into it if it's going to be ripped away.
Shannon Pritting: Um, right. So the context is that the SLC paid for.
Shannon Pritting: I think it was something like for six months of live answers access when when the pandemic hit
Shannon Pritting: And but there's no there's no funding.
Shannon Pritting: For the SLC to pay for it after that period. So I can go back and look at when exactly those expire.
Shannon Pritting: I think that was presented in the communications.
Shannon Pritting: But I'll definitely look to to verify when exactly that is too.
jkl: Okay, thanks. So degree.
Shannon Pritting: Any other questions.
Shannon Pritting: All right. Oh, stop the recording. Have a great day.