Shannon Pritting: Alright, I'm gonna go ahead and get started. This is our April 2020 swimming library shirt services update
Shannon Pritting: Hopefully today will leave a fair amount of time to, you know, answer any questions.
Shannon Pritting: As always, feel free to type in the chat or unmute yourself if there's anything we're talking about that you want to have us review or
Shannon Pritting: Discuss anything as we're as we're going through
All right.
Shannon Pritting: Just a quick update on lid key. So we should be all caught up with with setups and the contracting period that's been bid and we're just reviewing the finalization of the process. So we'll reach out very soon about next steps.
Shannon Pritting: Are you know what we have been communicating about is that this would be on recharge, we're just working through
Shannon Pritting: All of the steps on that and we will get a final
Shannon Pritting: Process and everything else set up very, very soon. If you are, you know, considering going live. I know there are a few people. I, you know, feel comfortable to go live even though we've not yet finalized the contract where we'll, we'll work through that very soon so
Shannon Pritting: I think we've addressed all the questions that people had and Yvonne has been doing a really good job of coordinating the support on that.
Shannon Pritting: And, you know, hopefully, everybody's
Shannon Pritting: appreciating the the improvement in certain areas that he brings with with discovery.
Shannon Pritting: So the repository issues, just wanted to give everyone an update that everything seems to be back to normal.
Shannon Pritting: And we're still doing some analysis on the performance of some of the larger deletion deactivation jobs. So if you see any deactivation jobs and we're trying to do our best to monitor the activation jobs but you know there's only so many things we can monitor
Shannon Pritting: If you trigger any deactivation deletion jobs and that are repository based in there, slow, let us know immediately because we'll get actually Bristol. Look at that.
Shannon Pritting: And we've asked to get a root cause analysis and a thorough report because we you know we told them this is absolutely not acceptable.
Shannon Pritting: In the initial response that we're getting is that this is linked to primo V indexing and we're
Shannon Pritting: We're definitely making them aware of the
Shannon Pritting: You know that we're making the connections between the problems we had with primo V indexing at go live and their confidence that they had those
Shannon Pritting: Issues fixed and you know this is going to be an ongoing discussion that we will obviously be connecting back to in more formal avenues for us to, you know, make them understand our need to have pre movie continue to get better and better and better. And one of the things that I know.
Shannon Pritting: Several of us have spent hours and hours investigating is what we're calling ghost records. So things that have been deactivated deleted.
Shannon Pritting: In a variety of different channels still showing up in primo V and they indicate that that should have been fixed with some of the fixes related to this and then also in March.
Shannon Pritting: So we're we're looking into that and they had acknowledged that the ghost records were supposed to
Shannon Pritting: Not be seen by anyone, but they would have been deleted out of the primo index fast enough. But we you know we had given them examples where
Shannon Pritting: records were still around a long, long time after the deletion job finished and you know we we we are now looking at it as pre and post March. So if you see any
Shannon Pritting: Of these records or if you have open cases with Ghost records.
Shannon Pritting: Let us know so that we can bring this to the highest levels at edX Libra.
Shannon Pritting: So,
Shannon Pritting: Short answer you should be or, you know, short summary is you should have no
Shannon Pritting: reservations about doing anything repository job related at this point and do let us know if you see any problems and we will continue to ask for a root cause analysis and a report and some information on baseline expectations for job performance to which we haven't yet received
Shannon Pritting: So I just wanted to and Michelle is, you know, may talk a little bit about this to feel free to jump in. Michelle, if you want to add anything
Shannon Pritting: So we are aware of the Sunni IT accessibility plans coming and know that they're DUE BY JUNE 30 so you're probably
Shannon Pritting: You know, starting to work on these there's an open forum tomorrow at noon. Michelle is participating in that Natalie is
Shannon Pritting: Going to lead and naturally correction, who is the coordinator of disability to diversity and some other things that sis admin.
Shannon Pritting: She's going to form a group to
Shannon Pritting: Work on
Shannon Pritting: A variety of things. One of them being checking on third party vendors for the Pats accessibility, etc. And we will be working with Natalie and hopefully we'll get
Shannon Pritting: You know, an interesting group of people where we can have a central place to gather these
Shannon Pritting: You know, and I want to say that in that we we we can coordinate the
Shannon Pritting: central place but
Shannon Pritting: You know, I'm not sure that without the help of some some individuals to help us with this that we're going to be able to
Shannon Pritting: gather as much information as people might want us to. So we're looking for this to be a collaborative endeavor, so that we can have something where
Shannon Pritting: You can go look first for like a, you know, one one place to get a lot of this information.
Shannon Pritting: So we've been doing a lot of of virtual visits and a lot of reaching out to campuses in
Shannon Pritting: Many different areas. And what we're hearing. And this is, you know, I'm just putting it out there.
Shannon Pritting: This is obviously not universal.
Shannon Pritting: That at least on the alma primo end and I know that there's a lot of disruption in everyone's lives. So there's a whole lot of other pressures as well is that
Shannon Pritting: Many campuses are emerging from the post Migration Period and may want to participate in new initiative. So just wanted to say that we do have our list of planned initiatives and I think we're also mindful that
Shannon Pritting: campuses are getting hit in different ways.
Shannon Pritting: With staffing and other things related to the pandemic and, you know, obviously, the, the financial follow up to the
Shannon Pritting: You know, issues, following up the the pandemic. So we're going to be mindful of that, as we look at initiatives of
Shannon Pritting: You know, if it's something that we plan on rolling out to everyone that we would plan on wrapping around as much support as we possibly could, but at least what we're hearing from campuses, is that there is some interest in you know some more collaborative things, especially if it involves
Shannon Pritting: You know, reducing redundancy of work, etc. So
Shannon Pritting: Please let us know if there's an initiative, you have in mind, especially if you're willing to be the champion of that initiative and work with us collaboratively to move this forward submit them in whatever level of detail that you would like
Shannon Pritting: For for us to consider.
Shannon Pritting: Yeah, and a few people have privately messaged me that you know we're not at that place we're not out of the you know the post Migration Period.
Shannon Pritting: Understand that some campuses are still, you know, feeling very much overwhelmed and that was what I was trying to get at with
Shannon Pritting: We know that not everybody is at the same level. But we do hear from enough campuses that they're in a different place than they were six months ago.
Shannon Pritting: And just wanted to say that we're mindful of, you know, the different experiences going on at different campuses. So even though we're asking you to submit initiatives we do know that
Shannon Pritting: We can't put out big initiatives, that's going to require all of Sunni to do something because people are at different level. So I, I hear you there. And thanks for chatting me about that but
Shannon Pritting: Just wanted to put that out there to let you know that we're hearing the campuses, they're ready for some different things. We're also hearing the campuses that are not ready and don't want us to put anything new on them so
Shannon Pritting: Thanks.
Shannon Pritting: Some quick support update. This is what we talked about at our last support meeting.
Shannon Pritting: And there's a new MD editor coming out and you know we want to give a lot of credit to Maggie for being out in front on this, especially as you know, we want to
Shannon Pritting: Have the rollout of the MD editor be as positive as possible. And we want to coordinate it, etc. We discussed that in a lot of Maggie early testing.
Shannon Pritting: And had a, you know, good follow up meeting or at least I thought a good follow up meeting. So we discussed that. And then we also discussed
Shannon Pritting: Some things we've been working on or Tim's been working on and resource sharing with automatic renewals finding that that's not quite there or not available.
Shannon Pritting: Had some issues with campuses, with about the topics that that got resolved.
Shannon Pritting: And then because of a lot of our repository job issues. We were having the same problems that I think we were having when we first were working through implementation, where it's really hard to get what the expected behavior is if some things aren't working, so
Shannon Pritting: We're going to be doing some follow up reviews with actually breasts about what should be expected.
Shannon Pritting: Behavior on NC activations because, you know, we see that there is the potential to leverage more and more with NC activations and I'm hoping you all found that useful that we activated the new
Shannon Pritting: You know, the new Elsevier deal from from the network's own and saved everyone from having to activate that 60 times
Shannon Pritting: And we also asked for some clear expectations and planning on what we can expect for support, as we transition from PCI to CDI because there's still a fair amount of open PCI issues and we don't want those to get just kicked aside to say well you know this was a PCI problem.
Shannon Pritting: We're in CDI start from scratch. So we want some sort of a good transition plan and they're discussing that between the different departments now.
Shannon Pritting: And then the other thing that we also talked about was some issues that we're seeing with discovery import profiles, etc. And reason I'm going through this is
Shannon Pritting: We find that it's helpful if we talk about this so that if other people are having problems that we can know about it and attach them to other cases.
Shannon Pritting: Which also leads me into something we've been hearing on and discussing with campuses through the virtual visits and I just wanted to bring up again and and set expectations.
Shannon Pritting: That we're doing our best to review cases across the consortium finding issues, but it's a bit challenging because there's so many cases. And there's a lot of cases that legitimately are taking a long time.
Shannon Pritting: But don't hesitate to let us know. We have monthly meetings, but we can also intervene in between those monthly meetings as part of our role in in doing vendor management, just let us know in our live answers ticket if there's something that
Shannon Pritting: You know you want us to look at a case. And, you know, try to escalate a situation
Shannon Pritting: To get a better resolution or sometimes it's just better communication.
Shannon Pritting: That's one of the things that we're we're working on doing
Shannon Pritting: Um, yeah. So Amy, asked about their about the topic still does not go through proxy settings. Um, yeah, we can follow up on that, specifically the about the topic that we were
Shannon Pritting: Working through was that it just was not working at all. So, seems like there's a little bit more going on going on there.
Shannon Pritting: And I just wanted to put it out there, you know, feel free to unmute yourself or type in the chat. Is there anything else that we could be doing
Shannon Pritting: To help with the support relationship with x Libra, and we were getting, you know, obviously there are some things, they're not doing well at we're working to try to make them better at those
Shannon Pritting: And there are some things that I think they are doing a pretty good job at, but is there anything on the Sunni end that we could do to make it least our support relationship management work a little bit better for you.
Shannon Pritting: I'll pause for just a minute.
Shannon Pritting: Yeah.
Shannon Pritting: We have I think Nancy brought up something about making changes to collections.
Shannon Pritting: We are planning to loop back to getting some better communication with data services because that seems to be a bit of a black box.
Shannon Pritting: So I think we can we can prioritize that and and maybe pull that into some of our top five, which are kind of our quarterly or bi monthly meetings where we give our biggest issues that are affecting us as it gets already. Oh.
Shannon Pritting: Yeah, yep, that's a, that's a great point, Nancy. Um, let's see.
Shannon Pritting: Yeah. And so I think this is a great example that Nancy and Susan are bringing up
Shannon Pritting: If you know as we reach out on these monthly calls, if you can give us trends and then map them back to cases or specific examples that always works really well. So we can say this is happening here are four cases and then escalate that to the managers.
Shannon Pritting: And I think we need to do better with that with data services because we're not, we haven't been great at getting them to the table in the support meetings because they're a different department, but
Yeah.
Shannon Pritting: All right. Other things that we could potentially be doing with the managing support and actually breasts.
Okay.
Shannon Pritting: All right. Alright. Turn over to you, Michelle.
Michelle Eichelberger: Great. Thanks, Shannon. You can go ahead. I also just want to do
Michelle Eichelberger: Give a quick follow up on the slide about accessibility for those of you who attended the procurement accessibility open forum today.
Michelle Eichelberger: Natalie did talk a little bit about trying to gather the information. But as you might suspect it's pretty complicated and
Michelle Eichelberger: You know, how do you decide what information to collect where to put it. All of those things. So that is an ongoing discussion.
Michelle Eichelberger: We think that it'll end up being a group of people who work on that as volunteers, but that is still under discussion, and I do encourage you to come to the library session tomorrow.
Michelle Eichelberger: So thank you so primo may release. Just a quick update. There was no April release due to code 19. So this is the first time in a couple of months that you'll be seeing new things in primo
Michelle Eichelberger: One of the big things they've done is that they have changed how you can make your facet sticky.
Michelle Eichelberger: And what that means is lock them. There is actually a way to lock facets, but it's not obvious until you hover over the facet itself. You'll see see that there's a little lock icon.
Michelle Eichelberger: But most patrons would not know that, you know, unless they were hovering over it. So you will start seeing this. Remember all filters with the lock.
Michelle Eichelberger: If you add something after you've locked it. It won't automatically be locked, so I would recommend playing around with that once you see that live in your primo
Michelle Eichelberger: Probably starting Monday. And then if you click on the reset filters option that will clear all of your filters in one fell swoop. Another thing that's coming
Michelle Eichelberger: Is the ability to pick which record is the preferred record in your brief results list for Ferber, so that's kind of cool. So if you have a record from Alma that is
Michelle Eichelberger: Maybe an E book and a print book. You can tell the system, whether or not you want the print book to be the brief record.
Michelle Eichelberger: And that would be, it's sort of all or nothing. So if you always want all the print ones to be the preferred record you can choose that you can also do it by
Michelle Eichelberger: Date or by availability and Dee doop, which I probably spelled wrong. I always spelled this wrong. That is the option to do that for D duped records is coming in June.
Michelle Eichelberger: We're going to be able to configure local resource types and the NZ and this is something we've been talking about pretty much since go live. So I'm really looking forward to playing around with that Maggie has been very interested in that as well.
Michelle Eichelberger: So that is something we're going to be looking into
Michelle Eichelberger: Another thing that's happening is that if you have multiple libraries and you have the same location name in those libraries you're now going to be able to add the library name to your display so for filtering.
Michelle Eichelberger: If you know if you have something called stacks in multiple places, you'll be able to add the library name to that to help differentiate between the different places.
Michelle Eichelberger: There is going to be new configuration options to let you decide whether or not you want related holdings to display and pre movie. So that's a good thing.
Michelle Eichelberger: And then this is an Avi sources thing that I snuck onto my primo List of release notes.
Michelle Eichelberger: This I have not played around with this, but this sounds very cool, you're going to be able to
Michelle Eichelberger: Test portfolio access in the CZ before you actually activate it. So I know sometimes it's hard to figure out what the correct packages to use. And I think this will be helpful.
Michelle Eichelberger: Because you'll be able to see what the link is before you activate a whole collection or even just a portfolio so they do have a link here to the primo release notes and a little screenshot of the filters. So you can go ahead, Shannon.
Michelle Eichelberger: CDI our friend the CDI so we are still planning to go live on May 24
Michelle Eichelberger: Please do start testing. This is not a perfect system. There's been a lot of discussion out on the primo list about CDI it's way better than it was in January and just
Michelle Eichelberger: timing wise I do still think that may the end of May is a good time for all of us to go live rather than trying to wait until sometime in the summer or the fall
Michelle Eichelberger: I think we should just get in there and see what we can do to make it better. We are having a testing check in on May 8 at 1pm
Michelle Eichelberger: I did not put the public link to the zoom session here in the slides just because I'm trying to be a little more careful about public links, but this link will take you to a place where you can get that information and base camp.
Michelle Eichelberger: This is not going to be a presentation we're not going to be doing any training, but we are going to the CDA task force is going to be there to try and work through some questions if you've already started.
Michelle Eichelberger: Testing and you have things that you're running up against. So please do plan to start playing around with your CDI and come to that meeting. If you'd like to bounce some ideas off each other.
Michelle Eichelberger: The good thing about the CDI is even if you do nothing. You're not going to lose any access and primo it may look slightly different the patrons may not notice at all. I think librarians are going to notice and probably higher end researchers may notice changes.
Michelle Eichelberger: But I think the run of the mill and patron may not notice anything different.
Michelle Eichelberger: So the I did create an FAQ that you can go to about the CDI and after I'm done speaking I can stick that in the chat.
Michelle Eichelberger: As well. But the link is here on the screen, and I apologize. I thought I had done this months ago and it just got lost in the shuffle of everything. So it's there now and I will post the link. You go ahead, Shannon.
Michelle Eichelberger: So one of the things I've been interested in and just really haven't had as much time as I would like to work on it is
Michelle Eichelberger: A lot of new things have come up in the releases, particularly in the march release that make
Michelle Eichelberger: Importing archives and collections easier in some ways, and also you can do some really great things with them now.
Michelle Eichelberger: I don't know how well you can see my screenshot on the left, but there's a new Alma viewer that came out in March 2020 and this is a way that you can display PDFs images and videos on your full record in primo
Michelle Eichelberger: You can also do you can set up a remote digital repository and import digital content and put it in a collection
Michelle Eichelberger: And the advantage of doing it this way rather than creating a discovery import profile is that you can actually see the content you can get a list of everything that's in there. You can edit it.
Michelle Eichelberger: Whereas with the discovery import profile. It's kind of invisible shows up in primo but you really can't search for it in Alma, it's hard to manage it.
Michelle Eichelberger: So if I'm caster helped me create this collections FAQ. We haven't stuck it in any training guides, because the name collections is really confusing.
Michelle Eichelberger: Because do you think, well, it's, it's an electronic collection. Well, it's actually a whole separate special thing called collections in Alma primo so it is out there is there is a link. And if you get to the slides later you can get to that link.
Michelle Eichelberger: Heidi web asked about, you know, maybe we could have a group to talk about archives and collections. And I know Jen Parker has been interested in that as well. So that's something we're kind of
Michelle Eichelberger: Thinking about and that might be some kind of an initiative that we can move forward or set up some some sort of group to review this kind of thing, because I think there are a lot of really great possibilities with all of this. And I think that's all I have.
Michelle Eichelberger: Yep, I'll set
Esta Tovstiadi: Hello everyone, hope you're all having a good week.
Esta Tovstiadi: And just have a few updates on some collections related matters. You can go ahead to the next slide, Shannon.
Esta Tovstiadi: As you know, we currently have a trial going for Avon, and I'm working on a Sunni wide offer with Pro quest. Thanks. Thank you to everybody who shared their pricing with me. That helps a lot. When I'm working with a vendor.
Esta Tovstiadi: That we should have something in the next week or two.
Esta Tovstiadi: I'm also working on the kind of high upper level over overlap analysis on comparing Avon with Films on Demand because I know a lot of our campuses are subscribing to Films on Demand and it's looking like it's a lot more expensive than a book Avon for most of you,
Esta Tovstiadi: I just received pricing for the stat rough nursing ebooks renewal. So this is one where we negotiate pricing and send names of interest of campuses to the vendor and then the vendor invoices, the campuses directly
Esta Tovstiadi: I'm just looking over their numbers and the titles included, and then I plan to share that out soon. If anyone is interested in this deal, please. And you're not currently subscribing, please let me know as soon as possible.
Esta Tovstiadi: The Chronicle is offers still open. I've heard from about 10 campuses on moving forward with that.
Esta Tovstiadi: I think I gave everyone about three or four weeks. But again, if the faster you can get your answer. And to me that the quicker. I can get names back to the Chronicle, and we can get an invoice from ads go
Esta Tovstiadi: I know with coven and money. Everyone's a little anxious to get things moving forward with payment.
Esta Tovstiadi: Okay.
Esta Tovstiadi: So related to all of these offers and pricing and things like that I created a live wizard forum for responding to these offers. So generally what my process has been has been i've communicated the offers out to the
Esta Tovstiadi: SLC directors list and included information about the offer and a link to this forum, the forum makes it easier for me to
Esta Tovstiadi: Have all the data in the same place. And I'm hoping it makes it easier for you to just fill it out, rather than shooting me a bunch of emails.
Esta Tovstiadi: And then that way. It's just all in the same place. And so I appreciate
Esta Tovstiadi: Your use of this forum. If you have any feedback about it or you hate it or something. Feel free to let me know because I'm just trying out a new process here.
Esta Tovstiadi: Okay, next slide please. So that brings me to our collections portal. So we are developing a place where the campuses can go to see
Esta Tovstiadi: The details on
Esta Tovstiadi: Shared collections pricing contracts procurement FAQs information about perpetual access title lists licenses everything that we're managing that you might have questions about this is, this is where I'm putting it including
Esta Tovstiadi: You know, new offers and and renewals and things like that. So here's a link to it.
Esta Tovstiadi: I can drop that in the chat as well. It's in development, so not everything's there and feel free to send feedback about that and ask us questions.
Esta Tovstiadi: It's, it's just a new way. We're trying to be more transparent and share information.
Esta Tovstiadi: In the this portion of the portal is password restricted. So I'm going to send the password out to the directors listserv after this
Esta Tovstiadi: This webinar if you don't get that. Please let me know and I'm happy to send it to you as well. Um, yeah. And I think that is all that I have
Timothy Jackson: Are you Hi everyone this is Timothy Jackson, Shannon. Could you move to the next slide, please. Thank you. Um, so naturally Alma resource sharing
Timothy Jackson: Physical resource sharing has been shut down first all SUNY campuses in. Definitely. Um, it's, it's too soon to really have a timeline for turning physical resource sharing back on.
Timothy Jackson: Um, I just want to remind you all that once we seriously start looking at this is going to be very important that campuses keep us apprised of their plans to reopen and their ability to provide services.
Timothy Jackson: So keep an eye out for surveys about that, once it gets to a point where we think reopening is a possibility.
Timothy Jackson: And also just a reminder to everyone that empire library delivery service is suspended indefinitely.
Timothy Jackson: I have been told that they will be able to resume service quickly once libraries start to reopen
Timothy Jackson: But something I want to mention right now. And I don't know if this will be necessary, but it's possible that we may need to work with ELD on figuring out how to best handle the backlog of items that will need to be shipped once we all start to reopen
Timothy Jackson: I'm a little concerned about what might happen if we've got a bunch of libraries inundating the courier's all at once. So there may be some need for
Timothy Jackson: A coordinated effort to figure out how to deal with this backlog of items that needs to be shipped. So please keep an eye out for information about that too. Once we get closer to a point where we can start reopening
Timothy Jackson: Also, some of you may have seen a Neil an email from ELD yesterday.
Timothy Jackson: Saying that there'll be sending a survey out about accepting returns from users from other institutions, you should be receiving that sometime next week.
Timothy Jackson: I'm just a reminder that Sunni has made some temporary policy changes that allow users from SUNY campuses to return any item borrowed from a Sunni library to any Sunni library.
Timothy Jackson: And ELD is aware that we have this policy in place so you don't need to let them know about that. I think for Sunni
Timothy Jackson: respondents to this survey, it'll be mainly about accepting returns from non Sunni institutions and Shannon, if you can move on to the next slide please.
Timothy Jackson: Just wanted to give you a little update about resource sharing renewals Shannon alluded to this a little bit while he was talking about our last support meeting.
Timothy Jackson: Just to let you all know that it is not possible to automate borrowing renewal requests. So you will need to manually process all of those requests that are in the mediated patron renewal status. So please do remember to do that.
Timothy Jackson: It is possible, we discovered to automate the lending response to these renewals requests, although
Timothy Jackson: That does have the potential to cause some issues. For instance, if a borrower sends a library a renewal request without
Timothy Jackson: indicating a new due date.
Timothy Jackson: The lender will automatically reply to that renewal with a new due date of December 31 1969
Timothy Jackson: As far as what your users will see, they will automatically be given 16 weeks from the day the renewal request was processed by the borrowing library.
Timothy Jackson: So we could end up with a lot of situations where we have this really huge discrepancy between the due dates the users have been given versus
Timothy Jackson: The due dates that are listed in the requests themselves and that that has the potential to cause some issues. So the SRS. That's the access services and resource sharing working group.
Timothy Jackson: Will be weighing the pros and cons of potentially implementing automated lending renewal responses. They'll be meeting next week. So I expect a decision on that. Pretty soon and I will keep you all posted on what they end up deciding. So Shannon, if you can move on to the next slide.
Timothy Jackson: I just want to give you all an update on where I am with my testing of Article resource sharing
Timothy Jackson: The lending process is now being tested at Albany Binghamton buffalo Fredonia Geneseo Oswego Stony Brook Upstate Medical and since I wrote this slide of Brockport as well.
Timothy Jackson: So I want to thank everybody who has helped me out with this so far and the general feedback. I'm getting at this point in time is that, um, the lending workflow is manageable. It's not ideal but it's it's workable as long as the volume isn't too high.
Timothy Jackson: And we're also seeing on the borrowing side that borrowing. It's not really a practical option for high volume libraries, but we do see this as a potential option for our non Iliad libraries and Sunni
Timothy Jackson: Or low volume ILLiad libraries, who may be thinking about an alternative to Iliad in OCLC resource sharing um
Timothy Jackson: So if I haven't already reached out to you about testing lending or borrowing and it's something you're interested in, feel free to reach out to me.
Timothy Jackson: And I just want to let you all know that our goal is to implement Article resource sharing at a small number of libraries sometime during the month of May.
Timothy Jackson: Thank you Shannon
Timothy Jackson: And I've also been testing resource sharing physical resource sharing outside of the SUNY system.
Timothy Jackson: I've been working a lot with Union College in our testing has gone. Well, in fact, we were running into some problems with getting renewal request to work.
Timothy Jackson: And fortunately, with some help from X Libra. So we managed to get that ironed out. So we do have the prospects successfully implemented and we can submit
Timothy Jackson: Borrowing resource sharing request between our Sunni sand boxes and union colleges sandbox. So that's fantastic. I'm really happy that this system is working the way we hoped it would.
Timothy Jackson: And in addition, in addition to union. I've also been talking about a physical resource sharing with the CUNY system.
Timothy Jackson: Ithaca College ST. JOHN Fisher Nazareth, Confucius and Marist and they are all potentially interested in resource sharing through all with us.
Timothy Jackson: Although at this point in time. It's really hard to say. When will be able to implement this because naturally. We don't know when libraries will be able to reopen
Timothy Jackson: Also want to let you know that we're having preliminary talks about article resource sharing with the Connecticut State Colleges and University system.
Timothy Jackson: And I do plan to bring up article resource sharing with those institutions, I mentioned previously, in fact, I've already talked a little bit with CUNY and also a little bit with Union College and I plan to discuss it with the others as well.
Timothy Jackson: So Shannon, if you could add to the next slide. Thank you.
Timothy Jackson: And lastly, I just want to remind you all that there is a three part course on fulfillment unit configuration scheduled for the first session is Monday, May 11
Timothy Jackson: The next session is Thursday, May 14 and the last session is Tuesday, May 19 all of these sessions run from 1PM to 3pm and the presenters will be a Jeff Goldstein from the university at Albany.
Timothy Jackson: Lisa McLaughlin from the University of Buffalo and myself. So thank you very much to Jeff and Lisa for helping out with this.
Timothy Jackson: If you're interested in this, if you will need the fulfillment administrator role. Otherwise, a lot of the functions will be talking about you simply won't have access to
Timothy Jackson: So if you're wondering, you know, who is this training really appropriate for it's the folks that have been designated as fulfillment administrators or general system administrators
Timothy Jackson: There is a $100 registration fee. And if you're interested in registering I've included the link here at the bottom of the page. And that was everything I wanted to discuss. So any questions about anything resource sharing related
Timothy Jackson: Alright, well thanks folks and take it away, Maggie.
Maggie McGee: Hi everyone can, if you can move forward. So the first thing I would talk about is the local subject heading initiative to change illegal aliens to undocumented immigrants and we ended up doing a two pronged approach where the normalization rule has been will be applied.
Maggie McGee: It's been included with the existing normalization rule that strips out Mark Fields that we don't want. So what it will do is anytime it comes across a
Maggie McGee: Record being imported other through import or integration profile, it will change illegal alien in its very formats to undocumented immigrants upon import
Maggie McGee: And that the other part is in case there are records we miss because there's a lot of different subject headings and sometimes the way they are written, it's hard to get everything and be inclusive. So the display normalization rule is meant to catch any records that don't get
Maggie McGee: Changed.
Maggie McGee: Upon import and it will then display in primo but the big mark the record will still retain the illegal alien subject heading from the Library of Congress.
Maggie McGee: So it's, it's been very helpful. The MSP has been working with me to
Maggie McGee: fine tune this so I'm still working on a few little pieces like adding a subfield to to
Maggie McGee: Designate that you know this is a local subject heading, because one thing that I'm doing is not only may changing the subject heading in the mark records. I'm moving it from a
Maggie McGee: Which is for the Library of Congress, you know, subject heading to a 690 to be local. So I'm going to try to add a subfield to that will say that's part of the change the subject project so that it's very clear when somebody's
Maggie McGee: Looking at the bib record will be able to identify that this is part of the project. This is part of the initiative and they would realize that when they do look at a master record that's why
Maggie McGee: In OCLC that we do not have the subject heading of legal aliens anymore.
Maggie McGee: So it's one thing that's really exciting is that I'm going to start making these changes next month, as long as I can get everything finalized with some minor changes of a subfield to
Maggie McGee: It's been a little tricky with getting that to work within the role the grander role, not an individual
Maggie McGee: So when I made us prior to making the change. I will reach out to all the campuses and I'll post
Maggie McGee: To base camp, and I'm going to be making all the configuration changes for everybody. So it's going to be since this is a Sunni initiative.
Maggie McGee: It's not only just being applied to the network. So it's being applied to your institutions as well. So I will be going in. I will make all the changes for you and I will communicate with you. Prior to doing this.
Maggie McGee: Again, next one.
Maggie McGee: So this is a slide just kind of show you what the original mark record look like with the normal applied and with a primo how it's going to display and Puma be
Maggie McGee: Nobody except for us would know this and with if the subfield to does display, it was, it would say, change the subject project. It could display or we could choose not to display it, but I would just indicate where that subject heading is coming from.
Maggie McGee: Next, please.
Maggie McGee: I just wanted to update you about changing to the new OCLC Exchange servers I they've extended the deadline, it would have been today to have to change your publishing profile data sync.
Maggie McGee: Integration profiles to the new Exchange servers and I had made these changes to all the campuses that we set up their publishing profiles.
Maggie McGee: But for any campuses that did on their own, you're responsible for making these changes and if you haven't done this, you still have time because OCLC has not set a date yet as we're still in uncertain times
Maggie McGee: I have created an FAQ, because as things get lost an email that have been sent out it does have the instructions I have emailed out to all the campuses on how to make those changes.
Maggie McGee: So you can make those changes at your leisure. At this time, and I will update you when OCLC gives us a deadline that it needs to be done with that time.
Maggie McGee: And just be aware, it's not just the data saying integration profiles. But if you are using any kind of communication with OCLC in Alma outside of for publishing profiles, you do need to change those that server as well. And there's a link for the documentation.
Maggie McGee: Next, please.
Maggie McGee: A few may 2012 release notes for acquisitions. There is a new thing for the new order API. This is
Maggie McGee: It only impacts oasis right now.
Maggie McGee: They added 11 other vendors that they can now match and activate ebooks to the season originally was just pro quest ebook products. So now,
Maggie McGee: It has 11 other vendors and there is a link below that will give you the documentation will give you the list of vendors. One thing that's really important to remember is that if you do want to include
Maggie McGee: Getting books out of these packages using oasis. You need to make sure that these collections or electronic collections are activated in in your in your eyes he from the seizing
Maggie McGee: Because if it's not, it's just going to make an institution only record because it's not going to be able to match. So it's really important to make sure that if you're going to take advantage of this that you have those collections activated in your eyes, the
Maggie McGee: Next place.
Maggie McGee: Now these are for the resource management, the some of the releases that are happening.
Maggie McGee: This month coming up you ETFs eight special character handling. Now the documentation is very sparse I've reached out to
Maggie McGee: Actually burst twice and they still have no clear documentation to explain what this fully means, but it does say has the ability to configure UT F8 characters.
Maggie McGee: to normalize on saved, always saved the Compose version of the special characters. Now I'm hoping that what they mean by the Compose version of the special characters is that it displays as
Maggie McGee: You know the copyright symbol or, you know, other diet critics that they display as their intended and not the strange characters.
Maggie McGee: Yeah, I'm hoping it says, I'm Liz said, I wonder if the ETF eight update will help our issues exporting from web connection client.
Maggie McGee: I'm hopeful to and there may be another issue. If your settings aren't set to you to fight, but there are some weird things that do happen.
Maggie McGee: So, oh, right. Exactly. So you're right. So Liz is using the web. So the web doesn't have this and it would be great. So once I find out more information from X sleepers about this.
Maggie McGee: I can communicate with you because I'm not fully sure what this means person I'm communicating with is not and they reached out even to
Maggie McGee: The development team and have not gotten any feedback. So once I have it. I will be sure to let you know. And I'm hoping it is the fix that we're looking for list.
Maggie McGee: Another thing that they have put in the release is that you can now search by your statistical notes by either doing a physical title or a physical item search
Maggie McGee: Which can be helpful. So you don't have to go to analytics to pull things that may be that you know we're using the web and withdrawn. Well, actually, that's not I'm sorry that's untrue. So backup W Dan has to be done and legs because they no longer exist in your
Maggie McGee: On but they exist in your analytics, but for other statistical notes. So if you're using statistical notes for any other purposes. You can now search for them either doing a physical title or physical item search. The only thing that you really need to do
Maggie McGee: Is to make sure you have your full inventory indexing has to run. There is a job that you can run to make sure that this is enabled. And you can do the search. That's a nice enhancement to the searching, if you do use statistical let's carry W DNS for withdrawn. Thank you.
Maggie McGee: And then the next exciting that this to me. This is very exciting and Shannon touched upon this. Those are going to be. There's a new empty editor. It's in the sandbox.
Maggie McGee: You can go to the next slide please.
Maggie McGee: It is not fully developed yet so it's
Maggie McGee: Still in production. I mean, in development and but it's a it's got a nice new you know display. It's the way it's arranged it does doesn't have all the functionality yet so I did put a table here of the missing functionality that I found an other users have found so when
Maggie McGee: Do you have access to this in, you know, in production because it's sometimes it's going to show up in production, even though we're not going to move to it.
Maggie McGee: And I'll explain that in the next slide. After I continue with this. So what I want to do is invite people who are interested to submit their names.
Maggie McGee: To be considered to be testers, you know, to do quality control testing on the new MD editor. I did a lot when it
Maggie McGee: When it first released and I pumped out a lot of cases to actually Burris and communicate with them because there's a lot of things that because these functionalities aren't there and they're very important to our consortia that we need to know when they would, you know, be there.
Maggie McGee: How best to roll this out. So if you're interested in being concerned to test, which means that not everybody
Maggie McGee: You know, if I get 100 people, maybe not. It wouldn't be viable to have 100 people testing, but I would like to have a group of people that can test we can get together, we can just discuss things and I would be the point person for
Maggie McGee: Submitting cases to X Libra for things that happened found
Maggie McGee: And I just want to let you know because of these changes to the MD editor that the resource management training will be scheduled to the fall, sometime closer
Maggie McGee: To when we do decide as a consortium to go live with the new MD editor because will be more beneficial. And we'd also like it to include all the functionality.
Maggie McGee: And there is a link here that gives you the documentation about the new empty editor.
Maggie McGee: Change. Can you go to the next slide, please. So I created a
Maggie McGee: Little table to just let you know when our different features are going to be rolled out there are some notes. So as you can see
Maggie McGee: At different times, different features are going to be rolled out like so. In October, there's going to be template management role management November, etc.
Maggie McGee: And if you see my notes. Some where I have expected fix these are because I reached out already to actually address when I discovered their issues. And so they had given me expected dates when these will be fixed.
Maggie McGee: So just be aware of that. The one thing that I want to point out is highlighted in yellow is that after
Maggie McGee: Your march 2021 we have no choice but to use the new MD editor. It's going to be the new. It's going to be the only MD editor available.
Maggie McGee: And that's when as a consortium. We're going to move to using that. Because at that point, all the functionality should be available because
Maggie McGee: In September, they're going to release it to production, where you can toggle between the two different MD editors, which
Maggie McGee: Is great for just being able to get comfortable with it. Test it. Look at it. But to be able to do workflows when there's missing functionality would be frustrating. So it's a great way to start dipping your toe into looking at the new empty editor.
Maggie McGee: And I also at that, you know, we'll start planning to do some training around the functionality that exists so that we can start moving
Maggie McGee: Through it so we can get comfortable as a whole but just be aware this is going to be a slow rollout over the next, you know, throughout the rest of the year, but it's going to be really good. There's
Maggie McGee: I like the layout better it's going to be nice that we don't have to do as many clicks. So I think it's going to be really good when it's complete. So
Maggie McGee: If you want to help me test, you know, you can fill out the form, it's on the it's on the lip guide. It's under communication forms and you can just submit your name. Thank you.
jenniferkoerber: Everyone this is Jennifer corporate the training specialist and we do just have a couple of training updates. That's a nice segue from what Maggie was talking about with training to this.
jenniferkoerber: So,
jenniferkoerber: Finally, we thank you for your patience as a little longer than expected do for all the obvious reasons, but the alma acquisitions Training Guide is now live
jenniferkoerber: There are still a few things were fine tuning just because of the complexity of acquisitions at SUNY and specifically the one section that is not yet complete. So you won't see it.
jenniferkoerber: Is we will have we will have a page that talks about the different general levels of acquisitions usage at SUNY campuses and what's involved at each level, and most importantly,
jenniferkoerber: Something of a roadmap for campuses that want to move from one level of acquisitions you feature usage to a more involved level.
jenniferkoerber: So that is still to come. But we wanted to get the bulk of the guide available as soon as it was finished, so it is right now as ever you can get to it from the main all the training guide.
jenniferkoerber: And also as ever you can. Please give us feedback on what what you think of the new acquisitions guide and what questions answered. Well, what, what questions it, you're still looking for more answers on
jenniferkoerber: And
jenniferkoerber: So just let us know what you think. We're looking as I said for feedback on all of our guides, but in particular this new acquisitions got
jenniferkoerber: Tim mentioned the fulfillment online trading fulfillment configuration online training course that he's doing in May I here's another event you're all about it here.
jenniferkoerber: Also I'll be doing a second
jenniferkoerber: Delayed for again obvious reasons, second session on how to develop more local campus level training.
jenniferkoerber: The first session that I gave back in February, was a very high level perspective on how to develop local campus training around technology and the variety of resources that are available.
jenniferkoerber: This will look much more closely at now that they are complete all of the shared services training guides and how you can use those as the groundwork and a framework for
jenniferkoerber: Providing local training and also we will have coming soon, some scripts that are available that we've been that I've been developing actually in my work as an Alma trainer and training specialist
jenniferkoerber: That are in Microsoft Word and can be used as again as a framework as a structure. So they'll the script say have
jenniferkoerber: The step by step instructions that are generic to all all new users, but their Microsoft Word, so that you can download them and then save them locally and detailed them with any local workflows or procedures.
jenniferkoerber: That you need to in order to make it most relevant to your staff and then you can share them out from there.
jenniferkoerber: So we will definitely there is more coming on that and of course that will be webinar will be recorded and available as well.
jenniferkoerber: Finally, there is an acquisitions online course that will be coming over the summer that's being developed now and we'll announce information about that as soon as it's available.
Go ahead.
jenniferkoerber: So I've also been sitting in on as many of the virtual site visits as possible and my role in attending these visits is to sit back and listen and
jenniferkoerber: See if I can. So, so any training trends or training needs that come up during those conversations
jenniferkoerber: And obviously right now the some of the two most important needs are having to do with a resources and getting those up and running, we do have. We just did finish the ears, the resources online.
jenniferkoerber: Course and the recordings from that will be made available shortly so that you can go back and review the resources lifecycle.
jenniferkoerber: Also we've heard we heard that folks are having questions about circulating items like laptops and wireless hotspots and has been this helping students
jenniferkoerber: Get online to complete coursework through technology loans as well. And so we want to definitely make sure that to let you know that we heard that.
jenniferkoerber: We also got feedback that the FAQs and webinar recordings are pretty heavily used that folks are going back re watching webinars consulting FAQs and getting information that way and that's awesome.
jenniferkoerber: And thank you, that's fantastic. It's great to hear that these resources are being used the training guides. I did not hear as much universal reference to those. So I just want to remind you that they're there. And again, they are more
jenniferkoerber: Generic to how Alma works as a system, but they are also they also do include a lot of information specific to
jenniferkoerber: Settings, or to procedures that are more common across the Sunni campuses. So do if you haven't been checking those out, please do. There, now all up and running and they do contain a lot of documentation that you don't necessarily have to recreate it a local level anymore.
jenniferkoerber: Another few things that we heard is training trends is
jenniferkoerber: Whatever possible folks would like us to break the one hour webinar videos into segments, if the content is easily broken into smaller chunks, but
jenniferkoerber: We also heard that even just adding timestamps to those longer videos would be really helpful. So we're going to look at how we can do that more systematically
jenniferkoerber: Also, adding a why or how do we do this section to the guides that that explains either how old it is designed and why there's a benefit to working with all the features in the ways that they are designed
jenniferkoerber: But also just kind of the context of why would one use this at all. What, what are the overall benefits to using these features. What is the
jenniferkoerber: How can we develop our workflows to make the most out of Alma features and again as Shannon mentioned at the beginning.
jenniferkoerber: This is not something we necessarily could have been looking to provide you all with at the beginning of implementation, but it's something that now we could look back at and offer as well.
jenniferkoerber: Also on the script and last button a one year tuneup checklist. This just came out of a
jenniferkoerber: Site Visit yesterday that it could be really helpful to where the health checklist. Got you. Ready for implementation that a an annual tuneup checklist.
jenniferkoerber: Could be a way to systematically review your configurations and look back at features and go through them and decide what you're ready to implement now and what you're ready to
jenniferkoerber: Potentially explore or experiment with but also just. Okay. Have you checked your primo settings configurations recently. Have you done this. Have you done that. So we're going to look ahead to to developing that list and put it out there.
jenniferkoerber: And then the last thing we heard. And it was interesting to hear this from every single campus that I sat in on a meeting with which were five different campuses have five different types of different types that at this point, a lot of staff seem to have a good handle on
jenniferkoerber: At least to some degree on how Alma works as a system, but due to staff turnover retirements people moving into new roles positions being reduced in number due to budgetary restrictions that
jenniferkoerber: There's a real need to capture local knowledge, but take and and as Kerry mentioned turnover will always be initiatives is not something that's going to stop.
jenniferkoerber: Even after implementation is over. And so while shared services obviously can't necessarily be a broker for that information.
jenniferkoerber: There are ways that we we can put things out there that will help will campuses capture that local knowledge and it could be as simple as a top 10 questions to ask someone
jenniferkoerber: To ask the catalog or who's been there for 30 years and and and is retiring in two months. Just what are the kinds of questions.
jenniferkoerber: That you should ask them to fill out and to talk about and to try and document before they leave. And so there is, however, a local campus documentation and training folder and base camp.
jenniferkoerber: If you go to that link. It's a link to all sorts of things that it's available there. No worries, Shannon.
jenniferkoerber: And
jenniferkoerber: And so if you do have local documentation to share, please feel free to upload it to those to that area. Otherwise, you can feel free to email me and send it my way. And I will add it. And those are models to learn from your peers in as much as presentations. We could also do. Okay.
Shannon Pritting: All right, open up the questions I know we're at time. So some of you may have four o'clock, so you need to get to. So
Shannon Pritting: Any questions.
Shannon Pritting: One of the things I just forgot, Maggie. I know you posted this, but if you could post in the chat. The form for your assistance for setting up the
Shannon Pritting: Gobi or other new order API's. I know you were you had posted that a few times but just if you could post it in the chat if you have it handy, or if someone else on the team does
Shannon Pritting: So now you've been setting up some some scheduled appointments, but
Maggie McGee: Anything else I'll grab it.
Shannon Pritting: Thanks. Thanks. Sorry to put you on the spot.
Maggie McGee: Yeah, no, no, no, I just have to get there.
Shannon Pritting: So, Kerry said is the SLS is aware of the New York State funds won't now be giving to SUNY um
Carrie Marten: Yeah, we just found out yesterday that
Carrie Marten: Some of the funds we were expecting from New York State for this fiscal year, we are not getting
Carrie Marten: To the amount of for our portion at purchase the amount of $10 million
Carrie Marten: So, yeah.
Carrie Marten: It was a big shock.
Shannon Pritting: Um, you know, I didn't have got specific knowledge, you know, as far as numbers or anything like that but
Jennifer Smathers: Recommend tuning in to tomorrow's covert 19 update
Jennifer Smathers: For a little info. At least, not a whole lot, but a little bit. Okay.
Carrie Marten: Thanks for
Shannon Pritting: Your questions.
Shannon Pritting: comments or anything else.
Shannon Pritting: Alright, I will stop the recording then unless anyone else has