Shannon Pritting: Alright, I'll go ahead and get started with the January 31 2020
Shannon Pritting: Edition of this shared library services platform update
Shannon Pritting: The first thing I wanted to talk about is an upcoming trial and potential for a system wide purchase, if that makes sense. And that we can get a, you know, an agreeable enough term.
Shannon Pritting: For
Shannon Pritting: Some sort of an overlay to primo and Alma and the link revolver. We've definitely heard from campuses and I don't disagree with you that
Shannon Pritting: That there's too many clicks to actually get to the content, either in primo or Alma, and you know, I think what would be the most effective strategy is to employ an add on of some sort.
Shannon Pritting: You know, with the hope that actually bris continues to develop their, their products to remove some of those barriers. But just knowing the architecture and infrastructure of how things work in online primo. I don't think it's likely that that sort of development to bring it up to
Shannon Pritting: Kind of where you would be with lip key discovery or some other add on that that's going to happen in the in the near future. So
Shannon Pritting: We're reviewing lip key discovery by third iron and then
Shannon Pritting: looking also at lean library, which is which is by sage so that we have a couple of different options to look at and pricing, etc.
Shannon Pritting: So we'll be, you know, providing more information and and Michelle, you know, brings up a good point that
Shannon Pritting: Third iron is the creator of browsing and the discussions, we're having with third iron, you would get third iron complete
Shannon Pritting: Which includes browsing and browsing integrations, etc.
Shannon Pritting: So, um, so I had an initial meeting about pricing with the vendor today and I asked him to make some changes so
Shannon Pritting: You know, I should be able to provide some information at least initial or very close to firm information about what the pricing will be
Shannon Pritting: Very soon, because I know that's often the most important question that you all will be asking is can I afford this.
Shannon Pritting: So this does require some setup in Allman primo so you need to set up a publishing profile so that your holdings are published to third iron
Shannon Pritting: And then there's a little bit of work in the customization package, but nothing major. In primo so that the linking works better on the primo n and
Shannon Pritting: You know that all that that you could use third iron to
Shannon Pritting: Augment supplement or or virtually replace a lot of the linking going on through the link revolver as well. So we'll be setting up some
Shannon Pritting: Webinars communication and then
Shannon Pritting: You know, setting up an extended trial as well.
Shannon Pritting: In hopefully that should be happening in the next month. And, you know, maybe a little bit sooner than that within the next few weeks. So any questions on that.
Shannon Pritting: Right now five Sunni's have have this
Shannon Pritting: Or have some version of third iron
Shannon Pritting: Buffalo upstate
Shannon Pritting: Geneseo Stony Brook and
Shannon Pritting: I guess I forget the fifth one. So we're, you know, we've been discussing back and forth their experiences at downstate. Thank you, violent. I knew it was downstate couldn't think of that in my mind.
Shannon Pritting: Their experiences and you know it'd be great if anybody from those campuses. Can you know provide some input on that as well.
Shannon Pritting: Just wanted to do a quick update on where we're at with support. I'll be sending out some information later today or sometime over the weekend, just with some details about our support discussions.
Shannon Pritting: So,
Shannon Pritting: We meet monthly with support managers to review specific cases. And then also to one of the things we're attempting to have a better working relationship on is trends across those cases because
Shannon Pritting: In SUNY libraries shared services, we're reviewing many, many of the of the cases and trying to kind of pull up trends to talk to actually press about about communication strategies.
Shannon Pritting: Other issues as well. And this is where we also try to advocate for things being moved into development, although that's, you know, I think, a challenge on both ends for us to get
Shannon Pritting: Things that we think are priority moved into development and not seen as an enhancement that we need to go through other channels which may take some time to get into plan, plan work.
Shannon Pritting: So we know we had some downtime and December. And we asked for a quarterly update and it looks like unbeknownst to us and many organised many parts of the organization.
Shannon Pritting: There we can't just request a quarterly downtime report, they're published regularly on a schedule that
Shannon Pritting: Is is, you know, set by the cloud publishing team. So we're just waiting for the last quarters report to get posted and then we'll take a look at it and see if we have any follow up questions as well.
Shannon Pritting: So we're looking at a lot of pain points in the cases, bringing up specific cases we may not be reaching out to you directly
Shannon Pritting: If we're lobbying on behalf of you on a case, we may we may, if we need some some information. So we've seen issues with
Shannon Pritting: Some of the resource sharing workflows, where you can complete a borrowing a request without it ever being received at the lending library that's causing a lot of problems for us.
Shannon Pritting: We're seeing a lot of ghost records in the network's own which are causing primo problems and we're trying to figure out how we get them out and whether
Shannon Pritting: A partial or a full re indexing might be needed. But we want to be careful on that because we were advised by X Libra is that any sort of major
Shannon Pritting: Re indexing of our primo environment would involve some downtime and they weren't really prepared to commit to how much downtime or what that effect would be so we're trying to triangulate enough information to be able to move forward.
Shannon Pritting: And after some communication back and forth, we finally did receive some updated primo performance data.
Shannon Pritting: I'll share that via base camp later today. And I think what we're seeing is that
Shannon Pritting: Most of the time actually versus hitting what they have defined as their performance targets which are two and a half seconds 50% of the time 95% of the time, four and a half seconds.
Shannon Pritting: Sunni and actually Brits have a, I would say a polite.
Shannon Pritting: And professional disagreement about those metrics which will continue. But I think that's a longer term discussion.
Shannon Pritting: They've definitely made some improvements we would like to see them continue to make improvements, but we'll share them and do look at the data that we're sharing as a discussion point. And if you see problems that you would like us to advocate to actually risk.
Shannon Pritting: Around those discovery metrics reach out to me.
Shannon Pritting: And tell me what you're concerned about and we can certainly
Shannon Pritting: Renew that discussion again.
Shannon Pritting: Tim and I were lucky enough to be at a la midwinter I guess it was just last weekend.
Shannon Pritting: So we met with Brian noon and David Frankel our support manager and the peer to support person, David, who many of you likely know by name. If not, you know, meeting him in person and we met with some customer success.
Shannon Pritting: Managers as well, just trying to figure out how we can
Shannon Pritting: Get a better relationship going about our concerns on
Shannon Pritting: Trends, with support responsiveness in specific cases or specific types of things. And then also just general communication or communication.
Shannon Pritting: Approaches from support and you know I'm putting this out there and that, you know, I think this is a critical piece of it. And certainly, I'm you know there are cases, we are looking at them, we're not happy with how things went, but
Shannon Pritting: There's also a lot of really good work coming out of the support people actually Bruce, too. So, you know, we're trying to smooth out some of the unevenness
Shannon Pritting: And and bring some attention to what's doing really you know what what people are doing. It's really great on the support ended actually breath and then some areas that we can make some improvements.
Shannon Pritting: And then a couple of initiatives that we have coming up trying to connect our resource sharing to New York State libraries outside of Sunni that are on the Empire library delivery platform or program.
Shannon Pritting: Just to get some key contacts that we can work with to
Shannon Pritting: Work through any any issues we're having. And then we plan to begin testing article resource sharing and all my very soon. And we want to just have somebody where we can
Shannon Pritting: Ask in depth questions to see, you know, is how we've configured this the most efficient way. Here are some use cases that we'd like to see if we can implement
Shannon Pritting: So to go beyond what a normal support relationship would be. And, you know, dig in a little bit more on on these areas. And I think we came out of it with some key contacts and some plans to work with work with x leverage closely on that.
Shannon Pritting: So we have some planned initiatives coming up as well that we're starting to make progress, the one of the major ones being the network resources task force.
Shannon Pritting: So this is the task force that Michelle from the library shared services team is going to co chair with Susan Davis from Buffalo to look at
Shannon Pritting: What criteria, what collections and what approach. We're going to take with
Shannon Pritting: Managing a resources in the network zone. So we want to be careful as we go into this and not
Shannon Pritting: Not, you know, reproduce the community zone if the community zones filling our needs, but to really look at what the best use of our, our resources is our personnel resources is to, you know, get the best
Shannon Pritting: You know best return on investment for for Sunni and thanks to the rest of the people who are on the the
Shannon Pritting: Task Force as well. I know these are people who are working in a variety of areas, contributing know raw from broom. He's been helping out a lot with a CDI
Shannon Pritting: I believe also the API Task Force Liz Simmons from Tennessee Jen Parker from Cortland is working in a variety of areas. The CDI Task Force. I think the ACC and DRM working group and then can we espouse key from from Brockport as well, who was, you know, a big contributor during the
Shannon Pritting: The Vanguard phase as well. So thanks for everybody for continuing to volunteer and be a partner with us to
Shannon Pritting: Oh yeah, sorry. Michelle, Liz. I don't know what committees, everyone is on, but the list is also on another committee that
Shannon Pritting: I don't know off the top of my head, but, um, but, yeah, I just wanted to kind of call out that I know a lot of people are putting a lot of time into these initiatives.
Shannon Pritting: And and we do appreciate it and we want to make it as easy on you as possible and also to you know to say thank you for this too. So they're beginning their work next week.
Shannon Pritting: Are you over to you, Michelle.
That's great, Shannon. Thank you.
Michelle Eichelberger: We're taking a couple of steps towards working on accessibility, it's definitely important to us at the SLS us. We're looking into certification programs.
Michelle Eichelberger: To get certified in accessibility. There's a program with aap that we're exploring I'm serving on the EA T policy implementation libraries committee.
Michelle Eichelberger: And so are other people in the city libraries community as well. This group the E IT accessibility team is offering a series of webinars and the one on libraries is going to be on February 14
Michelle Eichelberger: And there is a link here to the registration information and I would encourage you to sign up to participate in this webinar. There's a lot of really good practical information.
Michelle Eichelberger: With recommendations of what you can do to make more of an accessibility presence on your library website and in your library in general. So I'm looking forward to working on that and go ahead, Shannon.
Michelle Eichelberger: CDI update you probably saw this in base camp, but we have the task force has decided to wait until May to go live there just were too many things that weren't ready to go live in January.
Michelle Eichelberger: There are a lot of things that are supposed to be fixed with the February release and there's going to be some
Michelle Eichelberger: Collections added those kinds of things. And it really won't be ready to start testing again until after February 9
Michelle Eichelberger: So after that, after the task force has determined that it's more stable and that is working more how it's supposed to work. We will begin doing trainings for Sunni and we'll go through the
Michelle Eichelberger: Whole CDI step by step and give you time to play around in it, you'll be able to test what your searches will look like in the CDI alongside the PCI, you'll have both systems continuing to run
Michelle Eichelberger: So do stay tuned for more information about that. And then I also included a link to our live guides page which has
Michelle Eichelberger: Links to our minutes and also actually post documentation. They had given us. So if you did receive a direct email from actually verse about the CDI
Michelle Eichelberger: And, you know, timelines and all of that, that doesn't apply to us because we are part of the early adopter group. So we have a little more flexibility and we also have a much better.
Michelle Eichelberger: communication channel with x leavers because they set up a base camp, just for us to ask questions. So we're fortunate that we did join the early adopter group because it's helping us get some of our questions answered.
Okay.
Shannon Pritting: Just wanted to pause. Any questions on CDI. You know, I think there's going to be more information coming out, but you know I know Michelle that there's been multiple communications from X Libra about CDI
Shannon Pritting: I have to get a lot of questions based on the that communication. So, I mean, I just want to make sure we're pausing, is there any questions on CDI we will be giving you a lot of information and a lot of guidance, very soon. But we want to wait in essence.
Alright.
Thanks for that, Shannon.
Michelle Eichelberger: So there are a lot of things coming for primo and the February release. There's a link here on the slide to the release notes, you've probably seen in primo there's a little microphone in the search bar. So that's the voice search assistant, it's getting more fleshed out in February.
Michelle Eichelberger: Bonnie. Yeah, once I'm done talking I'll posted in the chat. Thanks for asking about that the mobile UX has gotten better. There's going to be
Michelle Eichelberger: Improved save search letter format, you'll be able to edit that.
Michelle Eichelberger: This is interesting. They decided to put all of the export options prints and to all of your citation things. They'll now all show at the same time, they'll show both on the briefing full record. So I'm going to be curious to see
Michelle Eichelberger: How that affects our real estate in primo ref works has been added to the sign on menu.
Michelle Eichelberger: This is a good one. And I know that they were Sunni Salesforce cases about this, your preferred name that you have set up an Alma will now show in the user account, which is great. And they've also improved jaws navigation of the search result pages.
Go ahead, Chairman.
Michelle Eichelberger: A couple of general Alma highlights. I know that Tim is going to talk more about the quick printing option but
Michelle Eichelberger: They are now offering local extensions for CZ bibliographic records. This is going to be worth pursuing. I know that a lot of people have been concerned about the CZ records and that they aren't as full as you would like them to be.
Michelle Eichelberger: So I think this will be a way that you could add content to those records locally.
Michelle Eichelberger: And make it, make them more useful for your patrons. So that is coming. Quick printing will let you print more than one record at a time, which is cool because that has been an issue.
Michelle Eichelberger: And then Dora. If you look at the image here, that little head thing with a number next with this is worth investigating. I've been playing around with a little bit. I'm hoping to do some kind of presentation on it but just
Michelle Eichelberger: Haven't worked it into my schedule yet but
Michelle Eichelberger: This is a tool that can go and look at your local collections and your standalone portfolios and let you know if there is a CZ record available for them.
Michelle Eichelberger: Sometimes when you're ordering something it's maybe not in the CZ yet. So you have to make a local collection.
Michelle Eichelberger: Or a local portfolio and this will identify places where you have it locally, but it is also available in the CZ and it'll walk you through the steps of linking it
Michelle Eichelberger: To the CZ and again the benefit of linking to the CZ is that then if there are any updates. It'll happen automatically. You don't have to remember to do it, you know, that could be titled changes.
Michelle Eichelberger: volume changes, things like that, or URL changes. So it is handy to have things connected to the CZ
Going to China.
Michelle Eichelberger: Little cafe on the PR February will be acquisitions and cataloguing month and then again the link to the cafe Alma sign up. And thanks to everybody who's been participating. We've been having some really good discussions and please do continue to attend.
And I think that's all I have.
Shannon Pritting: Great, thanks. All right, I'll turn it over to Tim. It looks like the. Okay. So Susan is saying.
Shannon Pritting: Yeah, but the Dora is a
Shannon Pritting: Is a lot to keep up with is, but especially for
Shannon Pritting: An institution is large and complex is buffalo, for sure. Yeah.
Shannon Pritting: Alright, turn it over to you, Tim. Right. Thank you Shannon
You can move on to the next slide.
Timothy Jackson: So here are our top 10 borrowers and lenders for the month of January. Please note that this data is a couple of days old.
Timothy Jackson: So it doesn't represent the entire month. Once the month is officially over. I will post the full statistics to base camp like I usually do.
Timothy Jackson: But what we're seeing here, it's not terribly out of line with what we've been seeing in the past. And I'll give you just a few more seconds to take a look at these
Timothy Jackson: All right, if you could head to the next slide, please. Shannon. Thanks. So as I'm sure you notice the University at Buffalo is still the biggest borrower in SUNY
Timothy Jackson: By a fairly wide margin, but the percentage of our overall borrowing requests that are coming from Buffalo has decreased um for quite some time. It was up around 50% sometimes more than 50% but in the month of January. To date, it's only been 41%
Timothy Jackson: It's tough to say exactly why that's happening, but I know in December we encouraged a lot of libraries to
Timothy Jackson: Divert resource sharing requests coming out of World Cat from Iliad to Alma so they could go through almost resource sharing process.
Timothy Jackson: And that does seem to have boosted volumes AT SOME CAMPUSES I'm noticing particularly Albany and if that's something you're interested in doing and haven't done yet.
Timothy Jackson: Here's a link to an FAQ on how to do that and thank you to Michelle for putting that together.
Timothy Jackson: I also want to note that I've been doing some customized rotor work to divert more lending requests to Buffalo to try to balance out their borrowing and lending as best I can. It does seem to be working. So far buffalo's lending volume is now up around where Albany and Binghamton are
Timothy Jackson: And I just want to say thank you to Binghamton Brockport and for don't you for allowing me to make some changes to their roads. So Shannon, if you could hit on to the next slide.
Timothy Jackson: Right. So here are our turnaround time and fill rate statistics for January, as you can see
Timothy Jackson: Our fill rates 57.8% we really seem to have settled in to something between 55 and 60%
Timothy Jackson: On the turnaround time front we generally had been trending in the right direction, things have been moving more quickly. But we did
Timothy Jackson: Take a bit of a step back in the month of January, the average turnaround time is down to 4.4 days but
Timothy Jackson: You know, given the time of year. That's to be expected. Because I know a lot of libraries are, for instance, closed on the weekend or, you know, close for
Timothy Jackson: More extended periods of time, so it's it's understandable that that would have an impact on our turnaround time. So Shannon, if you can head to the next slide.
Timothy Jackson: And so like I said, our fill rates continue to hover between 55 and 60% of one of the things I'm doing to address this is testing the impact of possibly removing the OCLC number from all of our locate profiles, because one thing I'm noticing is that
Timothy Jackson: There are a fair number of items where SUNY has holdings spread out over multiple OCLC records and those multiple records are in our networks own and
Timothy Jackson: If a user submits a request from one of those records because the request is tied to that specific OCLC number almost will miss
Timothy Jackson: The holdings on the other record with a different OCLC number. So I've, I've been testing. What things would look like if we didn't factor in the OCLC number into the locate process.
Timothy Jackson: And so far, things are looking good. It looks like it will be helpful, but I just want to, I want to keep doing that for a little while longer, just to make sure that we're not inadvertently creating any problems.
Timothy Jackson: So I expect to be done with my testing within a few weeks, and I'll be sure to share
Timothy Jackson: What ends up happening with all of this, as soon as I know what direction we're going to head in.
Timothy Jackson: And also, like I said, our turnaround time for the month of January was up a little bit, but that's that's understandable given that we're talking about January.
Timothy Jackson: But one turnaround time related issue. I wanted to point out to you all is um I I managed to obtain some Iliad turnaround time data from the University at Buffalo and thank you to Nikki calello for allowing me to share this data and providing the data in the first place.
Timothy Jackson: So what I did is I I compared their buffalo's Alma resource sharing turnaround time for the month of January to the turnaround time for
Timothy Jackson: ILLiad requests that were originally submitted directly to Elliot I factored out any requests that were initially submitted to Alma, and then wound up being export it to Elliot
Timothy Jackson: I also only looked at buffalo's Iliad requests that were filled by libraries on the ELD courier. So I wasn't looking at requests that got filled by UCLA or the University of Alaska or something like that. And when I took a look at those numbers. I found that
Timothy Jackson: For Iliad. The average turnaround time of those requests that were submitted directly to Iliad and then filled by libraries on the ELD courier was 5.6 days.
Timothy Jackson: In Alma. It was only 4.5 days. So, you know, this is this is encouraging it's it's showing us that Alma resource sharing, you know, does have its benefits and is quicker and can provide better turnaround time to our users, I realized that I'm only looking at a month's worth of data here.
Timothy Jackson: I will continue to look at this, to make sure this isn't just some sort of statistical anomaly, but so far it's looking like all my is indeed faster for resource sharing, but then you'll yet.
And Shannon, you can hit to the next slide.
Timothy Jackson: A couple of other resource sharing related issues like Michelle said the February 2020 Alma release.
Timothy Jackson: contains some enhancements to the quick print function currently
Timothy Jackson: You can only print one record at a time through. Quick Print, but the 20 the February release allows you to print multiple items through Quick Print which should be really, really helpful to the libraries, who have been using it.
Timothy Jackson: Or for the libraries, who haven't been using it because of this issue. It's something you might want to look at
Timothy Jackson: What I will do is I will do some testing of this once the February releases actually pushed out. And granted, everything is working the way we expected to I will update
Timothy Jackson: The FAQs on the Quick Print functionality and I'll share those out through base camp.
Timothy Jackson: And Brett had asked where resource sharing requests that were pushed down to Iliad counted in the RS or elite turnaround times are both
Timothy Jackson: No, I, I did not factor in any resource sharing requests that wound up being transferred from Iliad to or excuse me from Alma, Elliot. So for buffalo. I was just looking at
Timothy Jackson: requests that were born in all by and filled in Alma versus requests that were born in Iliad and filled in Iliad.
Timothy Jackson: Because I realized that by looking at requests that first went through our rotors, and then got kicked out to Iliad and had to be filled.
Timothy Jackson: That that would skew the results. So I wanted to compare requests that were born in Alma and stayed in Alma to requests that were born in Elliot and state and Elliot. So I hope that answers your question bred
Timothy Jackson: Okay.
Timothy Jackson: So as I'm sure many of you are aware, there have been some base camp discussions about this and I know there are also some
Timothy Jackson: Salesforce cases about this issue we're having an issue with the all my API export function to Iliad. Sometimes this export is failing, for reasons we don't quite understand.
Timothy Jackson: One thing we've noticed is that if you have an X request, where the expert is failed. You can delete the information and the publisher field of the request and then resend the request and that will allow the request to go through
Timothy Jackson: Something we've also discovered is that this is not an issue with Iliad 9.1 I actually met with Bill Jones from Geneseo this morning and Geneseo did upgrade to 9.1
Timothy Jackson: And we were not able to replicate this issue at all in Iliad 9.1 I've done some testing at the university at Albany, who was also running 9.1 and I was not able to replicate the issue there either. I'm only seeing it.
Timothy Jackson: In libraries that are still running Iliad 9.0 so it's it's looking like the fix to this issue will be upgrading to ILLiad 9.1
Shannon Pritting: In Tim the troubleshooting on whether 9.1 would fix it was also coming from Atlas to
Timothy Jackson: Go. Yes, that is correct. Um, Matt Cal Saga has done some testing on his end and some of you may remember Matt from his days that you Albany. But yeah, Matt also has not been able to replicate this issue and elite 9.1 so yet that Shannon, thank you for mentioning that
Timothy Jackson: Um So speaking of Bill. Bill and I have been working on a new version of the borrowing and sip add on.
Timothy Jackson: One of the enhancements. We made is the new add on will allow you to pick which it Iliad field you use for the barcode in Alma, the current add on always uses the alien transaction number
Timothy Jackson: But for instance if you wanted to scan in the actual barcode of the book into an alias field and then pass that to Alma and use it as the barcode in Alma this new version of the add on will allow you to do that.
Timothy Jackson: The new add on also passes the lenders. OCLC symbol and the number of pieces associated with the request to Alma unfortunate. Unfortunately, one thing the new add on isn't doing is
Timothy Jackson: Well, it's capable of upgrade updating the initial Alma request instead of creating a brand new requests. Unfortunately, when it's trying to update the original Alma request that was exported.
Timothy Jackson: The due date is being dropped. So all of those requests are getting the 16 week loan which is I know something we don't really want
Timothy Jackson: So Bill and I are continuing to work with x Libra on this. We actually met with Yala if you've had her working on any of your cases we met with the our last week to look at this
Timothy Jackson: So I'm hoping that we can get this fixed soon but I realized that the add on that we've created has some other functionality that may be useful to you so
Timothy Jackson: It's possible end up rolling out the new add on without that due date issue being fixed. So, and you could simply disable the function that can allow you to update the original request.
Timothy Jackson: I'd like to have a little more time to try to get that straightened out but if
Timothy Jackson: If it's not straightened out within the next week or so I'm going to go ahead and post the new version of the add ons. So you can all start using it.
Timothy Jackson: Also, I wanted to let you all know that IDs slips is now available to us at IDs libraries and what IDs slips can do is
Timothy Jackson: You can take a file of your lending requests out of Alma upload it to IDs slips and then use it to print stickers. Because I know a lot of you were used to using stickers for your resource sharing items.
Timothy Jackson: That's not a functionality that that is part of almost so if if you want to start printing stickers. Again, you can start using IDs slips and if you're a non IDs library, who is interested in using IDs slips. You can email the IDs project and talk to them about getting
An email address, you should use is right there at the bottom of the slide.
And Shannon, if you could head to the next slide please.
Timothy Jackson: One last thing I want to talk about. I just want to remind you all that when you're shipping a lending request. There's no need to manually enter a due date.
Timothy Jackson: The due date field does appear blank. But if you ship the item without putting anything in there.
Timothy Jackson: All my is configured to automatically assign the SLC loan period and transmit that due date to the borrower and on the borrowing side that due date is used to assign the appropriate item policy. That's the RS long loan policy versus the RS short loan policy.
Timothy Jackson: And then it's that item policy that determines what the loan period is when the borrowing library checks the item out
Timothy Jackson: The thing is, if you manually enter a lending due date that doesn't match the SLC policy due date.
Timothy Jackson: The temporary item creation rules on the borrowing side won't know what to do and no item policy will be assigned to the borrowing request.
Timothy Jackson: And if there's no item policy in the borrowing request the borrower can't check the item out to the patron. So please, when you're when you're lending items through all my
Timothy Jackson: Please refrain from entering a due date into the due date field Alma is configured at all of your campuses to automatically create the SLC long period due date.
Timothy Jackson: And Shannon, if you can move to the next slide. And this is this is specifically what I'm talking about. You see there in the upper right hand corner. There is a due date field.
Timothy Jackson: Like I said, you can, and please do leave that empty. All you need to do is in the lower left corner scan in the item barcode and then hit the Ok button that will update the request at
Timothy Jackson: Shipped and it will assign the proper due date. And yeah, I see carriers that that this issue has come up that purchase.
Timothy Jackson: Yeah. So what happens if the item doesn't have the proper due date the borrower can't check it out to the user. So like I said, please be sure to leave that due date field empty. So any questions about this or anything else resource sharing related
Shannon Pritting: Right. Thank you very much. All right, Maggie. You're
Maggie McGee: Thinking. I'm sorry. Thank you.
Maggie McGee: Hi everyone on some good news. So the OCLC important profile updates so
Maggie McGee: This is more about the SF TCP can definitions of the may
Maggie McGee: For testing out the S FTP definition changes to allow the absolute path in the January 2020
Maggie McGee: Sandbox and the great thing is, it works. So it's the absolute path for OCLC is required. So it's the complete path.
Maggie McGee: If this path could not be input and use it was sending the file to the wrong directory wrong sub sub directory and it was causing issues.
Maggie McGee: And we wouldn't have been able to move to the new OCLC server. So since it's been successful. It's wonderful.
Maggie McGee: It was I was happy on my index labors and OCLC all three of us were very happy because this means we can move forward towards the April at the end of April April end of April, there is the due date to get this completed that all campuses now will have to transfer to the new server.
Maggie McGee: And once I have tested this in the February February release. I am going to
Maggie McGee: Send instructions out to all the campuses that set up their own publishing profiles, so that they can update their OCLC publishing profiles SF tippy ti P definition. Sorry, I'm tired, a little bit late, where I am right now and
Maggie McGee: For the campuses that we set up publishing profiles, I will be making all the changes, you don't have to worry. They'll be done. I will inform you when they have been completed.
Maggie McGee: So it's great news. We don't have to worry and we can move forward with this. Once I've tested everything in beginning of February.
You can move forward. Thank you.
Maggie McGee: Now, as you know, I did a session in early January and local holding RECORD PUBLISHING profiles and I'm actively working on configuring the
Maggie McGee: Local holding RECORD PUBLISHING profiles for the campuses that we set up their bibliographic publishing profiles. If you are a campus that has or
Maggie McGee: That we are setting them up for you. I had sent an email to your either institutional lead and or your cataloging lead, if you can please fill that out and submitted to me, I'd appreciate it.
Maggie McGee: And we'll send out another follow up email with the information so that you can get to the questionnaire in case it's been this place.
Maggie McGee: So Shannon can just go back go back one moment. I just want to talk about one thing. Sorry. Um, so there were just some campuses. I had
Maggie McGee: Learned right after doing the local holding records publishing profile that there's one setting that we need to change. So I want to make sure that you are
Maggie McGee: You have this information. I did post in HQ base camp. And I also posted it
Maggie McGee: In the information regarding the training session in lip guides. So it's very important.
Maggie McGee: To make sure that to look at sites three, which has the actual written text information and then screen slides of what the changes should be reflected
Maggie McGee: I want to make sure that you realize that I strongly suggest that you should just run your baseline first and then after the baseline is run the next day, change your flags to publish holdings.
Maggie McGee: Just to avoid a potential issues that the LA jars are not getting published as we expect to OCLC
Maggie McGee: A great thing that's happening in the
Maggie McGee: Release and I asked Allah for Mac sleepers about this.
Maggie McGee: We had that problem with the duplicate oh force. So now if you change the setting know OCLC I mean an X in Alma
Maggie McGee: It will if you set the fix multiple oh four and OCLC underscore publishing that parameter to true. It will remove the extra oh four, so it will
Maggie McGee: I'm hoping that it will remove that extra step of you having to go and strip out the OH force yourself. You're more than welcome to continue with that step that's in the slide deck, it will interfere conflict with anything and they will be removed as far as
Maggie McGee: We can before. Thank you.
Maggie McGee: So we have this great initiative that is moving forward. The MSP brought it forward to the MSP advisory board.
Maggie McGee: It's the local subject headings initiative. So we want to be in line with a lot of the other campuses and libraries that are moving away from using
Maggie McGee: Dated subject headings that alienate members of our community. So we wanted to start out with one that is you know it was going to be changed by the library Congress that it was stopped.
Maggie McGee: By the house in 2016. So the first change. We're going to be making and creating Sunni local subject headings is to illegal aliens are going to change it to undocumented immigrants.
Maggie McGee: So the MSP was great about bringing this forward.
Maggie McGee: You know, bringing the reasoning. Why, and it was approved it was just approved on Monday.
Maggie McGee: So I'm going to be looking into the most effective ways to get the Sunni local subject headings to be used, whether it's through normalization rules or primo be local display rules.
Maggie McGee: We will be looking for a task force in the near future to start looking at other subject headings.
Maggie McGee: That we may want to make local make some other local subject headings. So just be aware that there will be a call for volunteers and it's a great way to get involved and, you know, have some input into the focal subject headings that will be using as a consortium.
Maggie McGee: Can move forward. Thank you. So as you know, the new order API Task Force, you know, we're getting close to completion. We have about another month to go
Maggie McGee: We've had a lot of changes within the time we started to this period oasis allows
Maggie McGee: Matching the API's ebooks to the CZ and Kurt Adobe will be doing this as well. So this is great news. I found out about this last week at the end of last week.
Maggie McGee: So go be has asked me to work with them to test this. So I will be testing that the configuration changes actually versus me are working with the way as expected in
Maggie McGee: The CZ so this would be helpful in our, you know, it helps us to have more consistent policies and best practices. If we move forward in that we bring forth to SUNY campuses.
Maggie McGee: So just be aware that, you know, we have had to adapt to a lot of change within our short three months and everybody's doing a great job. I really appreciate everybody's work. We're working on creating policies and best practice workflows.
Maggie McGee: So some great on our release notes, as you know, some great enhancements are coming forward to hopefully there'll be useful to people. There's real time ordering
Maggie McGee: Purchase type license upgrade as an additional P O line. So if you were using any kind of you're using any kind of API. This will allow you to upgrade your licensing. It's an enhancement that they didn't have before they only had purchased type for long.
Maggie McGee: They didn't have this. So it's a nice
Maggie McGee: Addition. So if you're doing a real time ordering this may be something that you want to investigate and look into.
Maggie McGee: There is also the ability now to suppress access to the P O line information summary information.
Maggie McGee: And so you can disable this having to review everything in depth for certain roles and it's nice because if your campus maybe has people who are reviewing these steps within the ordering process. You can limit it to roles and you can just disable it for others as you would like.
Maggie McGee: So there's some improved claiming functionality for continuous pure lines. So this is nice because before you can make a claim.
Maggie McGee: For your cereal titles, you can use titles.
Maggie McGee: But you can only do one at a time. So you claim it would go over. But now what's going to happen is with this enhancement. It's going to be cumulative. So as the claims go, they'll receive more information and they'll get the claims.
Maggie McGee: Previously, as well as the current ones. So this will be a nice enhancement on us know have to update your configuration to set the claim continuous item level to true.
Maggie McGee: And one thing that I like because you know having to go search for P O line or when you're in the item editor.
Maggie McGee: Can be a little cumbersome, it takes you out, you know, it's just more steps. This alleviates those extra steps you can now type the PLO P O number right into the text field instead to validate it without having to go select from list.
Maggie McGee: I'm seeing you can go to the next.
Maggie McGee: Slide Michelle already spoke about that the communities own local, local fields, which I think is fabulous. So thank you for sharing that Michelle.
Maggie McGee: Another couple of enhancements that are coming up with resource management is that now you can be able to search indexes for specific OCLC numbers. So it's going to allow you to search Mark Fields.
Maggie McGee: Which will be really nice to do 19 or 35 subfield a and then or combination of the 35 subfield a subfield see so you can have the current OCLC number plus ones that are no longer being used that have been merged. So, or you can just search on the older OCLC numbers that are no longer
Maggie McGee: The being used, but are emerged on the 19th. So it's kind of a nice piece of functionality. And what I noticed in Analytics is that you will now have that option to pick
Maggie McGee: By those fields. OCLC numbers instead of that network number. It's not working.
Maggie McGee: Fully now, but it is something that I noticed that they did make a change to
Maggie McGee: And as I talked about the update that the SF TP definitions is all resolved, hopefully, fingers crossed. On February comes along. So thank you everyone.
Shannon Pritting: All right, I'll turn it over to you, Jennifer.
Jennifer Koerber: Hi. Hi, everyone. So we have a quick training update. Good. So first, some statistics, I decided to show both
Jennifer Koerber: So the, the column at the end is all of the trainings that we've held for staff on online primo in the month of January.
Jennifer Koerber: So we've had 18 total events with 505 confirmed registrations slash attendees, so that's awesome. We're doing a great job of getting a lot of information out to a lot of folks.
Jennifer Koerber: via our webinars and then for fun. I included the breakdown of how many trainings, where we holding on each day of the week. And how many people attended it so clearly Thursday not popular Monday, Tuesday, Wednesday popular and Friday.
Jennifer Koerber: Could take it or leave it. Go ahead.
Jennifer Koerber: As always, if you want to know what's coming up. This is a quick preview of our February sessions and you can go to the alma primo training calendar at that URL to see more information.
Jennifer Koerber: And as ever. You can click you either see it as a list when you go to that URL or you can click over to see it as a calendar like this and then just click on any of the individual.
Jennifer Koerber: Sessions in order to see more information and to register, we are getting better about having the zoom information available in
Jennifer Koerber: The description we do still ask, even if the zoom information is there that you please also register. So again, we know what kind of reach our online training is happening.
Jennifer Koerber: Go ahead.
Jennifer Koerber: So a couple of highlights for incoming upcoming training online. We're continuing the weekly discovery slash resources sessions, they tend to swap discovery any resources every other week.
Jennifer Koerber: And there tends to be two basic and two more advanced sessions per month. And you can see all the different topics by going to the training calendar.
Jennifer Koerber: Tim's doing a couple on configuring overdue and last loan profiles and then using reading rooms and Maggie is doing what I think is Maggie doing one on religion closed POS to new bib records.
Jennifer Koerber: And we're continuing our own analytics training and looking at working with column properties which affect the data that you use and layout views which affect how people will see it. Once they're done.
Jennifer Koerber: And then
Jennifer Koerber: We also do have some in person training coming up that we don't have registration links live yet but wanted to give you a heads up that it is coming up in March and April.
Jennifer Koerber: We're having to one day sessions in March on cataloguing and resource management at New balls in Bali and three one day sessions on he resources management.
Jennifer Koerber: At you Albany Genesee a new Paul's and to one day sessions in April on fulfillment units configuration at Genesee in New Paltz and again we will continue to post information about that and including the links to the registration as soon as they're available.
Jennifer Koerber: One training that's also coming up that I will be running is on February 12 and it is one of the things I've been doing for FL OSS is putting together documents that can help turn
Jennifer Koerber: Everything we know about Alma or that could help people turn everything we know about all my into actual training for staff.
Jennifer Koerber: And so this session will be using many of the resources that we have available Sunni both this document that I've been working on and also the guides the online training sessions X Libra documentation, etc. To and using all of those tools to develop local training.
Jennifer Koerber: You
Jennifer Koerber: Will be also looking at current upcoming offerings walking through primo training guides and developing on hand training. I've already gotten one just by posting this to the base camp calendar. I already got one submission and thank you very much.
Jennifer Koerber: If you do have local training handouts that you're particularly pleased with please share them with me at my address and
Jennifer Koerber: And I am using those as examples so that and also potentially models for other campuses to base. There's on
Jennifer Koerber: I'm seeing
Jennifer Koerber: Yeah, this is a Shannon, do you want to take that
Shannon Pritting: Yeah, so the target for the in person trainings. You know, I think it's a it's it's a difficult question for us to answer of like
Shannon Pritting: You know who an end user is because
Shannon Pritting: That because the, the level of complexity and staffing etc is so broad across Sunni. So our intention is that the
Shannon Pritting: In person training is something that will be a culminating experience and not necessarily repeat, but to deepen and extend the training that we're doing online so that if you don't go to the in person training, you're not necessarily going to miss all of the content.
Shannon Pritting: You know, I think Tim Tims for fulfillment is going to be, you know, based a lot on configuration.
Shannon Pritting: Etc. The resources is going to be for somebody who is working and he resources. And I think it's going to be a blend of basic and advanced
Shannon Pritting: But, you know, so it's it's it's
Shannon Pritting: Not necessarily geared towards
Shannon Pritting: Repeating the training that we did last year, which I think was
Shannon Pritting: You know, at least in resource management very, very basic in its in its nature.
Shannon Pritting: Because that was what was needed. But to get more into the details of the actual functional areas long answer to a simple question.
Shannon Pritting: But
Shannon Pritting: We will be putting out more detailed agendas very, very soon on that. So you can look at it and see if that's something that's of interest to you.
Jennifer Koerber: And Thank you Shannon and to follow up on that one, you may actually want to
Jennifer Koerber: Watch this, developing local training session because one of the things I'm going to look at is how you can use all of the resources from
Jennifer Koerber: The recordings that we have various trainings to all the various tools that actually Bruce has to help fill those same gaps.
Jennifer Koerber: And it's for, you know, it's one of the ways that we can continue to support either new staff or staff or a new roles, so I will be looking at all of that in
Jennifer Koerber: This developing local training because it's not just going to be about hands on training, it's going to be about other ways to provide that kind of training.
Jennifer Koerber: So lots of different ideas, not just hands on in a room kind of training. So definitely take that give that a watch. But obviously, this will be recorded per usual, and put up on base camp afterwards. Okay.
Jennifer Koerber: Another new training offering that will be providing is an online e resources course that should be coming in March. That's the tentative date. Again, we're still confirming it and still finalizing the content, but it's going to be six weeks, probably six weeks, two sessions per week.
Jennifer Koerber: Registration will be required and this will be like the in person trainings run through CPD, and there will be a fee associated with that.
Jennifer Koerber: They will be in return, it will be interactive and small group work where folks learn about the entire life cycle of a resources and how to manage them in Alma so it won't just be
Jennifer Koerber: It will be more than just, it will be all of the clicker do this stuff, but it will also be about some of the concepts behind managing a resources and the natural life cycle of these
Jennifer Koerber: Resources Alaina Knuth is going to be developing that and we hope to have more again hope to have more information about the details for that coming through soon.
Jennifer Koerber: Good.
Jennifer Koerber: And an update on speaking of those tools that I was talking about earlier, we have completed 1234567
Jennifer Koerber: Of the training guides and I say completed, but these are always works in progress. There's always more to add you saw those release notes.
Jennifer Koerber: Will continue to keep them updated as as we can. In addition, we have folks working on a resources Training Guide resource sharing Training Guide
Jennifer Koerber: And a resource management training guide and we hope to have all of those available by the end of February. That's the goal.
Jennifer Koerber: And then later in the spring will complete the set with an acquisitions guide and a configuration slash how to train a new systems library and guide, which will be working on over the next couple of months.
Good.
Jennifer Koerber: And that's it for me. Thanks, all.
Shannon Pritting: Right. So in our last list update we we talked about this, but we are planning an additional two day conference or meeting that we're we're calling castle 2020 so collaborate collaborating across SUNY libraries to
Shannon Pritting: Bring in some outside speakers from other consortia or people who work with
Shannon Pritting: You know libraries in group settings and then to have a an engaging conversation about how we can
Shannon Pritting: Move forward with further collaboration. So that is going to be somewhere in Albany, New York, July 14 15th, we're finalizing some details on the exact locations, etc.
Shannon Pritting: So, you know, put that on your calendar if you're if you're interested, and we will certainly be sending out some more information on on that soon.
Shannon Pritting: So we will be doing some site visits of across the state. Very, very soon to hear more about what your training needs are.
Shannon Pritting: To understand where campuses are at with their capacity to do more Alma primo work or, you know, to hear definitively that we should ease up on new initiatives and then just hear some general feedback on the shared library services platform.
Shannon Pritting: And see how people are doing so that we can gather that information and inform what we want to do moving forward for the last for the next, you know, year two years in the shared library services environment.
Shannon Pritting: And one of the things I've started to work on as well is an upcoming SUNY wide contract that has many OCLC products on it that ends in June 2020 our one year renewal. This is the final on that contract.
Shannon Pritting: We've been working on this since pretty much since we finalize the other or the the previous one year renewal.
Shannon Pritting: And
Shannon Pritting: Because I think we have some core issues and we need to develop a better understanding and strategy moving forward on how we deal with this contract and this vendor have put together a small cross sector group.
Shannon Pritting: To review what some of our core issues are and then decide what we'd like to do going forward. So our intent is not to leave anybody in the lurch with no place to, you know, you know,
Shannon Pritting: Not to prolong or delay the renewal of this one year contract. But we do need to more broadly discuss the some of the, you know, I think pretty big issues that
Shannon Pritting: We and Sunni are dealing with and trying to negotiate with OCLC on issues that we think are important with with with Sunni libraries.
Shannon Pritting: And then I'll work with that group. And through that group to communicate confidentially. What these issues are and then, you know, hopefully, probably by the SLC meeting coming up.
Shannon Pritting: You know this is kind of working in parallel and in conjunction with this one year renewal, we can talk about the strategy. We'd like to take short term, long term with this, with this vendor so
Shannon Pritting: Look forward to hearing more about that from us and we didn't leave much time for questions. But does anybody have a brief question that
Shannon Pritting: You'd like to ask
Shannon Pritting: Thank you all for your time. I know it's end of day on Friday and
Shannon Pritting: You know, appreciate your attention. Any other questions or any questions at all.
Okay.
Does not look like any questions.
Shannon Pritting: So Katrina asked, will the SLC visit certain campuses. I don't, I don't know what the SLC plans are for any sort of outreach, I would take that to the
Shannon Pritting: SLC board chair probably would be the most appropriate person and that person is can food GG from buff state the SUNY library Shared Services staff so the people on the support team and
Shannon Pritting: program managers like Tim and Michelle, we will be reaching out to campuses, soon to set up meetings. We know your time is very important, and we don't want to impose
Shannon Pritting: And take up too much of your time. So we'll be reaching out very soon. As soon as the weather is good enough across New York State to
Shannon Pritting: Travel and not have to
Shannon Pritting: reschedule chicken.
Susan Davis (UBUFF): Sorry.
Shannon Pritting: Oh, chickens, I was like, sorry.
Susan Davis (UBUFF): I didn't have my microphone near my face. I should. Okay, but I'm just it's a Friday afternoon and right now I'm looking out. I don't see any snow here.
Susan Davis (UBUFF): It's all people asked me at a la midwinter, you know, where do you put your show struggles away July.
Shannon Pritting: Yeah, I think you have your gate expect march because I you know the the weather. You know, so
Shannon Pritting: And I think we'll have enough enough new initiatives going on at that time where we can get some input on on some things that we're doing. Not that we're not doing already.
Shannon Pritting: Not that we're not already doing a lot but you know I think it will be a good time. We will be close to, I think, a real big decision point on training and there's a lot of things where, I think, you know, kind of waiting until spring will will be
Shannon Pritting: All right, any other questions.
Shannon Pritting: All right, well, have a great weekend. Everyone stop the recording.
Shannon Pritting: I have a great weekend. Thank you.