Alright, I'll go ahead and get started. It's two o'clock. So we'll get started on time.
So,
Maggie and team are going to be joining me today to
Do some updates in cataloguing network zone and then resource sharing
And then we'll you know obviously leave time for questions. As always, I'll be monitoring chat and feel free to unmute yourself if you want to ask a question.
As we're presenting as well.
Alright.
So just a quick review of cut over and go live. And you know, I was a little bit hesitant to, you know, give a sense of where things were as we were going through groups because you know each each group.
Brought its own challenges. But you know, I think in general things when things went quite well.
We didn't have any delays that were not anticipated. We had a few minor delays, but I think we were anticipating those for those campuses. So everybody went live on time or, you know, if they didn't go live on time, it was
Something that the campus chose to do
And we did have some migration issues, I wouldn't say that they were widespread. So some specific campuses had, you know, a few migration issues.
But nothing that was, you know, a major, major problem beyond what I think we've all acknowledge, which are the primo indexing lags which we're certainly making sure we're we're definitely actually versus taking this seriously as as our week
I'll post out the final networks own match rates later today. But in general, high match rates across the board, thanks to the great work of all lists.
Doing the second reclamation so all campuses. Even the University Centers had very good match rates to the network zone. So I think we're starting off at a good place.
Some of the other issues that we're working towards that. I just wanted to communicate, because you know we were sending this out during go live. But there was a lot of other communication. So, this could have certainly been lost in the
You know, kind of in the
Lots of information going back and forth, is that
We had initially said that and what we anticipated was that all the environments were being copied over at the end of May.
But the environments, including their configuration were copied at different dates we posted the exact dates to the institutional leads. But if you're a campus that was doing any sort of configuration change after the end of May, that you might want to undo.
Talk to your institutional lead and get the exact date that your environment in your configuration were copied over into your live environment. Another thing that we found that, you know, I think we were anticipating
Is that he resources is an area that there will be cleanup needed
And you know I think many campuses have done a, you know, really great job to clean up how their resources migrated over the last
Few weeks. But, you know, if you haven't looked at your resources and how they migrated closely take another look. And you know do plan to to clean those up. But overall I think you know that the that the cut over and go live, especially for a project as complex as Sunni
And especially considering how, you know, the reports were coming from other consortium of our size.
This was a pretty smooth cut over and and go lifecycle, certainly, you know, there are a few campuses where there were some issues. So I'm not ignoring you know i'm not saying that it was all you know sunshine and
rainbows and butterflies, but it, it was overall I think positive, so thanks to all of the campuses for all of your hard work and getting yourselves ready
And you have sent out many thanks to too many people, and this was certainly a team effort that a lot of people were involved in a lot of ways, some of which you may know, and then it's easy to see others.
You know, people might have been working in the background and wouldn't have necessarily seen the contributions, but this certainly was a milestone that that many, many people contributed to. So thank you all for for all of your efforts.
So with that, after we go live. Of course, we have another forum do
relatively soon. So in just over a couple weeks.
We'll have the final all my health checklist. So the previous health checklists. I think we never got more than 45 campuses to submit any of the health checklists and we will be much more persistent with you.
To make sure that you are submitting your health checklist, because this will be used to determine whether you're whether you're ready to be moved to support actually Russ will be looking at it more closely.
I'm just waiting for actually bris to take a look at some changes I made to the form and as soon as they're
As soon as they're okay with that. I I anticipate, they won't have any problems. I'll post it likely sometime this afternoon.
If, if it's, if it's a little bit delayed it will be tonight but it, it should be available today, at some point, and I will post that to the institutional leads. So if you don't get it quickly from your institutional lead, talk to your institutional lead and they will get you the form
And we're doing that because we have received many duplicates in the past and
I really don't want to go through three different versions of the form from your campus and figure out which one is accurate, especially if you don't tell me which one is accurate and try to compile them together into one it will go through your institutional leap.
I'm sorry banner Alma or I guess it's you know it's we're, we're now doing other other si S is beyond banner, but just si es Alma integration updates.
So so so Gail has been doing a lot of work on this. I've looked at a lot of files.
Right now we have about 23 I think we do have 23 campuses, who have successfully done the SI s integration and have loaded files and we have several more that are, you know, just a few steps away from doing this.
And I know that some campuses have been loading their own files and I just wanted to say that we're certainly willing to
Give you input on your files and to help. Look at all of the identifiers. All of the user groups to make sure that you don't run a file of several thousand users that will create lots of duplication or errors in your system.
And we usually turn them turn around the review in a couple of days. And I've not not yet to see a file where we didn't catch something that would have caused some sort of a data issue. If it, if it would have been loaded. That's not to say that you can't do it yourself.
But I think it really is worth your time to send it to us and
We've been finding a lot of different things out about exactly how this is is integration works and we can give you some guidance on that too. If we, you know, see something that we've loaded a similar file and it resulted in, you know, something that you might not be anticipating
So this will be something that we will hope to get all almost all campuses, there's probably one or two that were expecting, we might not be able to get si s integration working before your past to support
But do let us know that you know if you if you need help.
And if you're not a banner campus and you're having trouble getting your, you know, getting a file that will be all the XML compliant reach out to us because we can
Help you with that too. We've, we've built or bill from from Geneseo who's working with us has built a couple different custom applications to take play files and move them into all my compliant XML.
Um,
Yeah, so the question is, who should we send the file to if we yeah so so you can send it to gal and I and and we'll take a look
If you have any specific questions. That's always good to, you know, let us know if you have any concerns as well.
All right. Um, so I'm going to turn it over to Maggie.
Alright, Heidi, I can cross out the list that's good that you got it working fully
So it's 24 that have done it. I'm going to turn it over to Maggie. Now who's going to give you an update on where things stand with networks own activities.
Hi everyone, I'm just wanted to let you know that I started running the new files from OCLC into the network. So, and I started that on Sunday.
I just so you're aware it's taking a longer. It's not like I'm just running them continually because I'm checking the files and market it first before I
Upload them into Alma I'm doing it manually. Because we have so many back files from when our data was extracted from OCLC and seated into the network zone.
So I'm just taking the time to look at Mark at it look at the records. See how many files. How many new records. There are
And then I'm looking at the reports afterwards. So the reports will tell me you know how many RAM.
How many new ones were imported one worst ones that were merged and things that were not important, and things that were not important, or things that we would expect would be things that were online resources that you're trying to keep from being in the network so
So just to give you some figures, the new files. They've been run through June 29 so I'm getting
Close to caught up and there is 981 new records that have been updated so far. And they've been added to the network so
916 have emerged and 321 have not been imported. This is a meeting one random vial of over 2000 records that is being reviewed by actually versus because they seem a little strange. So, but this these are ones that I know that we have holdings, they say we want them in the network zone.
And after I'm caught up and Alma is automatically running or important new files through the FTP server.
I will start then looking at the update files like I'm doing right now with the new files.
And that will play take a lot of manual work because they'll be doing a lot of review of merging of files because
It's a little bit more of a manual process, they tend not to run as smoothly and have 100% so that's where will that's my next step after I work on the new files.
And then once they're both caught up, they will be in sync. And they will be running automatically and I will not have to do it manually.
Okay, you can forward to the next slide, please. Shannon
So I want to also let you know. So all those new files that are being created.
There because their holdings from campuses. Since the seed, we do the networks on was seated.
And they have holdings in OCLC but the holdings and OCLC are not attached to a network zone because the records were not there.
So now the records are now being imported into network zone and I'm compiling an Excel file for the campuses that half new holdings and identifying them.
And I'm planning to give each campus this Excel file so that they can create sets and then link them to the network. So from that set
But I do suggest that campuses really a look at the file to make sure they're really records that they want to link to the network. So, and if they're not, you can just lay them out the Excel file and
Create a set from the new Excel file that you will create from a deletions or or a few out and you know any deletions from that file.
Any questions about the process of the networks, though, before I go on to our next topic.
Great. So now we're going to talk about publishing profiles. So I know this is a big topic. So we've been asked many times about the campuses that Alina created the publishing profiles for and also from other campuses, who set them up themselves.
So just basic initial information is that, you know, once the baseline is run, then the alma publishing profile job will be such a incremental
So with the incremental job does, it's only going to publish update bibliographic records in those two. OCLC that have been flagged, they have to first be flagged set to publish them.
And it's only going to do this and send the file with these records to OCLC for updated bids that means anything that's been changed, like an updated deleted or new
So if you delete your records, you know, if you withdraw items holdings to the record and the ice, it would be something that would be reflected in this report, just like if you
Create an order from the network. So, you now have it in your ID that would also be reflected as well, things of that nature.
So just a reminder that during migration all records have been set to publish them. So that means when you're running the job.
Anything with this published blood red flag is going to be sent to OCLC so you want to be careful about that because you want if you don't want certain records to be sent to OCLC you need to unplug them.
And just said, just so you're aware that any brief records that are created in the MD editor are also automatically set to publish them so that can be an icy only big record or an empty their proper
So once the incremental job. The first one is run the file is going to go to. OCLC and OCLC is going to have somebody manually. Look at it. So just be aware this is going to be a few weeks process.
I just started having them look at our file and I set my publishing up pretty bright after Oneonta went live so I could test it, see what was going on. If we needed to make any changes.
And so once they actually review the file and it's accepted, then that's when our holdings are starting to show up in OCLC they'll change if anything's deleted. There'll be removed. Anything added new will be added. And if you're doing local holding records, those would be updated.
So after this initial
Incremental file is accepted, everything else will run automatically. So every time your job runs, whether it's weekly or daily. They will then automatically be updated and you won't have that P week lag that you initially have the beginning
You can move forward, Shannon. Thanks.
So upon testing questions came up
Concerns about what was actually being published lead to discovering that there are some things that we want to change within the
World share data sing.
Collections and also in make sure that we own flag things and have a sale say. So there are things that that came up that are important and that I want to make sure they're communicated now.
Even record records that don't have OCLC numbers are going to get published. So it's very important to understand this. So this limit added records to World Cat stating equals yes this is a setting that we'd want to change and make it yes it's currently no
So we want to make sure set TS because this then will allow anything that doesn't have an OCLC number
Going this review file that each campus and can look at and decide whether or not they actually want them published
So I know that refit records in the ice and also NZ are not going to have OCLC numbers. There's other records that may possibly not have OCLC records your vendor records.
They tend to not have OCLC record that having other record in the old 35. So these are things that you want to consider and this setting, changing it from no TS will
prevent those things from being published
And another thing is for campuses that want to exclude online resources like ebooks any you know their journals or anything like that you would want to make sure that you set this up in the Data Sync profile as well.
And so you also want to be able to create, you can create sets of records in almost using, you know, a repository search also analytics.
And then you can just run a job on that set to on flag records that you do not want to publish. So there's going to be things that
You don't want on OCLC that maybe you're not caught that don't have OCLC numbers are not vendor records. They may be other records and you want to make sure they're just changed from published to being unflagging so that they don't publish anytime there's a change to it.
The question is,
Yes. Okay. So the question is, I'm going to get to that. But yes, I'm going to be updating them a Linda is out. So I will be updating and taking over for her. So yes, I will be doing taken care of that for your cap for the campuses that the SLC set them up for
So if anything you can move forward please
And you can just I this is just a little more explanation about what actually the settings will do. And I was just sit, you know, stating that setting the limited added records to roll kept stating yes it's a safety net new records without OCLC numbers from publishing and that's important.
And
It also on the allows you to have that staging area so you can determine maybe there were records or not. And I was able to get a copy
Of our records so that I could look at them they merged all the files of instrumentals that ran and I reviewed it, and I i use market it to be able to look at just certain fields so they can make sure it wasn't having electronic resources come in or
And I was able to find the ones that didn't have OCLC numbers. And I'm like, oh yeah, I do not want them in. OCLC because we don't want them ending up going into OCLC getting an OCLC number and being there for the rest for eternity, or until they clean up.
Connections, because there are things that are very brief and not necessary.
So just be aware that the campuses will be responsible for viewing these files to determine if or if you want them in. OCLC or not. And that's how you can communicate through your data st collection.
And just explain those online resources that have markfield are there in the mark filter hundred that say online resources from being published and if your campuses, you know, shows you who did it themselves to exclude other resources you can do that also in your data center collection.
You can move forward.
And so just unflagging just little it just prevents those records from being published. OCLC What changes have been made to the record. So it's, it's an important step.
And so this is this is where the question was coming up, or the SUNY the campuses that the SLC set these publishing profiles for what's going to happen now. So for the campus at SUNY setup their publishing profiles.
Sunni meaning meaning me I will contact. OCLC to make sure that following changes to this collection occur. So I'm going to have the limited records to look at staging set from know Ts and I will add the online resources to exclude that information.
And then I will create a set to determine if there's other electronic records in your
In your collection that need to be I'm flag and I will want a job to unplug them.
And then, just so you know that your baselines and incremental have not been run yet so
Once I have made those changes to your collection and I have unplug any records that maybe might might get missed. If they do not have a mark 300 field that says online resources.
Then I'm going to run your baseline and then after your baseline is done your incremental job will be set based upon what you had asked the SLC to do for you.
And and then I will initially look at, I will look at your initial World Share file just to look and make sure that nothing strange got in so that I can make sure that your publishing profile data sync collection is as clean as possible.
And before I go, just so that you know i will be doing a four campuses that set up their profiles themselves. I'm going to be doing a
Separate zoom session a meeting next Tuesday to go over these settings and what to do. And then next Friday we'll also have a session on how to create says how to learn flag everything so that people are aware
Thanks, man. Good. I just wanted to kind of add that that that we're going to try to be thorough and careful rather than fast on this so
You know, do do try to be as patient as you can because we want to make sure that we
Review all all aspects of this issue before we, you know, start the automation on this.
Thank you Shannon
All right, Tim, do you have sound.
Good.
Yeah. Can you hear me okay again. All right, great.
Alright. Hello, everybody.
So when you all first went live with all mine, you had the option to go live with resource sharing borrowing on day one. You also have the option to turn that off.
But with lending what we've been doing is we're implementing lending at libraries in a staged approach.
So right now we have 16 libraries that are currently live
Will be bringing up an additional seven libraries next week.
And everyone who is yet to go live is currently scheduled to go live between July 22 and August 5 and what I'm doing is approximately 10 days before your lending go live date. I'm sending out a questionnaire about whether or not you want to participate in a lending practice session.
And in order for me to add you to the Rota on your go live date. I need some sort of response to that questionnaire, I need to know that.
You're either you want a little practice or you're ready to go. If I don't get any response. I'll end up pushing your lending go live date back so please do respond to those questionnaires.
So as of July 10 well volumes been it hasn't been terribly high
But we did have 50 resource sharing requests that had been received by borrowing libraries and another 46 that were in route. At the time, I'd like to think a fair number of those have arrived over the last couple of days so requests are moving through the system.
Things are being filled the requests that have been filled so far have been filled in an average of 5.2 days which it's not too bad for this time of year.
One thing that hasn't been great so far is the fill rate, only about 30% of resource sharing requests are being filled right now. The remaining requests, the vast majority of those are being kicked over to Iliad.
Like I said that's not great but this. It's what we expected given that we only have a portion of Sunni lending right now that number should get a lot better, as we have more libraries come live with lending and Shannon, if you could move forward.
Um, so when we first started with lending. We had a single Rhoda for all of Sunni. And for those of you used to doing research, sharing and Iliad. Think of a Rota as custom holdings group.
What we did this week. Now that we finally had a decent number of libraries lending is we took that single Rota and broke it down into three regions or three different Rodas based on which empire library delivery hub your library belongs to
And what I essentially did was I took I put New York City in their own hub and are in their own Rota excuse me, and then took
The rest of the state and broke it up into two regions east and west of the East region is everyone in the Albany newburgh and Syracuse hubs. The West region is everyone in being up to Rochester and a buffalo hubs and we did things this way in hopes of
striking a balance between concerns about turnaround time
And concerns about load leveling if we had gotten too granular with the road as the load leveling would have been really tough.
So right now we're going with the three rows. I'm hoping this works well. But this is not, this is not how things are always going to be
I will be keeping an eye on things. If any of you have concerns about this, please do let me know and if there are general problems or if there's ways, things can be improved, we, we will certainly consider those
And next slide, Shannon.
And one last thing I wanted to talk about was clean slips clean slips is a program developed
By the Cal State system to make printing your alma lending requests a lot easier because I know some of you.
Were already thinking of using the print slips report to do a mail merge to use your own templates and what this clean slips program is, is basically a web application that will, you know, once you generate that report, it'll take care of the mail merge for you.
And what it'll do like. After you select your campus, you can select whether you want flags, which are you know just paperwork, you would insert in the item or if you would want a sticker to print
We're currently working with the IDs project on modifying
Cow states program for use by the SUNY system.
Like I'm all against doing a lot of work right now. So I just want to say thanks to Mike, I know he's not listening in. But thank you, Mike.
And we're hoping to be able to roll this out later this summer. And if you would like to take a look at it. You can go look at Cal States and the URL is right there.
So that's that's everything.
I wanted to talk about today, um, any questions about anything or are we free to move on.
All right. Thank you, Tim. I don't see any questions, but
Okay. All right, thanks everyone.
So I wanted to loop back to one of the one of the issues that we've been escalating with the ex Libra as
Well, before our go live and just talk a little bit more about primo speed and responsiveness.
So we are continuing to meet with actually bris administration, so their their their product manager for for discovery their vice president for discovery.
And a variety of other people addicts Libra.
So it's, it's a high priority for Sunni
Actually did release a speed enhancement, just as we were going live
Which, at least for our testing with with five campuses has led to
A decrease in response times and you know it looks like it's shaving, a couple of seconds off of response times at the campuses that we're checking. So I'm not suggesting that that has solved the issue, but just to let you know that there has been some improvements.
And then actually bris indicated that we should see improvements in speed.
Because of going live. And I think, you know, that's really
Something that I can't comment on across the project because I haven't looked at your systems enough, but that was another thing that was
That was
Mentioned as well.
So, and I see that is Bartle Binghamton I think right yeah so that they're very concerned about the open URL spawn response times. So this is where I'm asking for some help and and
And I'm trying to work on improving primo responsiveness in all of the areas that primo effects a user and the open URL open URL response times that is indeed something that we also need to look at
So we are working to, you know, I can't really get into the details of all of what Sunni is doing to escalate this
But just let us know that just, just to let you know that this is an issue that we're taking seriously. So if you can help us by
Submitting cases so submitting Salesforce cases. If you have any primo V related speed issues.
So submit a case and then give the case number to us at SLC underscore msp@suny.edu so then we have a group of cases to work with the developers at x leverage to try to solve these issues and then also to escalate.
In a variety of areas in the company with x Libra so
One of the things that I would be
Interested in seeing too is if you have received any complaints about primo responsiveness that that would be a helpful thing to add as well and specifics. If you can do screen casts, that would be great.
Because then the developers and the people reviewing it actually Bruce can get back to exactly where you were.
If you can't do screen casts then try to be as specific as possible about where and how primo V is slow because that will be helpful because
To make this better, we need to focus on a variety of areas. And the best way to get actually versus attention is to be detailed and how we're interacting with them.
So, you know, give us as many variables as you can think of, if you're if you're submitting a case and please do give us those case numbers.
We can see all of the cases, but there are so many cases, open the, it would be hard for us to pull out every single one. And if you just give us
The case number we can put them in a spreadsheet and we'll have them there and we can you know monitor those cases and help get those escalated as well. Any questions on that with the pre most responsiveness and speed.
All right, thank you. Um, so the other major issue that we're dealing with right now related to primo is primo indexing.
We're escalating this as well. And I've asked multiple times and We're escalating to get a system wide review of indexing for all of Sunni because we are indeed in a live system and
You, you know, a response of go live processes are are still running isn't one that's adequate enough for me at least. So I'm actually verse indicated that they were trying to
Improve this by re indexing all of Sunni and if you're on the Thursday Q AMP. A you heard some of the discussion, but the this is set to
To end or the indexing is set to end on Monday, July 15 Pam said that she would
notify us on Monday when that is done as soon as the that that attempt at fixing the indexing ends.
Then we also need to just submit as many Salesforce cases as are appropriate on indexing issues and please let Sunni know via our internal listserv SLC underscore msp@suny.edu so that we can escalate this issue.
Across across the board, because we do need to have this settled as as soon as as soon as possible.
And if it's something that we need to escalate even further and actually risk.
Having having cases and examples open will help us. Any questions on that.
I can't really say whether this has has gotten much better because it seems to vary between campus to campus and and you know we do need a more global approach to this to try to get this improve quickly.
Alright.
So the other thing that will be happening.
In the next month is that we are finishing up the contract just needs to be signed by, I think one more person to have a training and documentation consultant
She is going to begin on August 15 and she's going to work with us for a year to develop structured training materials and look at what we already have. So it's not like we're going to
You know, tear it all down and start from scratch, because we have a lot of good things. So part of her work will be assessing what we currently have.
And then to work to put together structured training materials that campuses can use themselves.
And then also to look at our current documentation. See where there are areas where we need more and to make that more structured and something that can be used in the training materials and the training content and then also could be adopted at a campus as well.
So this consultant isn't coming in, without without knowledge of all men primo she has led the, the recent
Implementation. The she was the training and documentation leader for a very recent Alma primo transition for a very large library system.
And so she knows very well how Alma and primo work and the system that you came from.
Or that she was working at
Also migrated from Allah as well. So, you know, I think, you know, it was very fortuitous that this person became available.
And I became aware of her availability and that everything really matched up so it was really good timing. So we're excited to have her on board on
You know, starting in August. And just to make clear that, you know, our intent is not to continue on with the volume.
And frequency of training that we've had in the past and the primary work of this consultant won't be to lead training and we're to do dozens and dozens of sessions, but to
Create content, if needed, and then create materials and structure that are sustainable and reusable, but not to do you know another surge of training. We want to focus on sustainability.
Any questions on that or what her role will be
And she's, she's going to work almost completely remotely or
You know, there may be some in person, things that she has for like kickoff, etc. But the majority of her work will be remotely.
I'm so in preparation for this consultant. We have one year with this person. We want to make sure to maximize every minute of her time
Karen gardener. He. I don't know if she's on the call or not. I don't see your name, but let me see.
NOPE. LOOKS LIKE SHE'S NOT HERE. SHE'S GOING she's working on creating a couple of short surveys for us to release in the very near future, so that we can have
Some basis to start to give this person you know obviously myself a lot of other people who are involved in the implementation will be meeting with with the consultant, but we're, we're trying to get a sense of
Where training materials needed most. And what will
What will be of the most benefit across Sunni and then also some sense of what the desired structure is within some some parameters so so Karen's doing and thanks Karen for letting me know you're here.
Karen's working on these surveys and we should have them out in a couple of weeks.
One is very likely going to go to the institutional leads the other is intended to be broadly distributed. So please do assist us in this. I know we've asked you for
Lots of forms, lots of information, lots of data. And I understand it can get exhausting. But we are really going to use this to
You know, derive the creation of a lot of training content and materials. So this will be important information to give us so please do help us and turn this around. Turn the surveys around very quickly, probably the next three weeks or so we'll have them out.
Alright, so I wanted to talk a little bit about the transition to support that is going to begin. In the end, the very near future. So actually, Russ is continuing to respond via base camp. And as you can see they're referring more and more the referring more and more cases to Salesforce.
The estimated switch for completely to support will be the end of August on Sunni, we will. So we will be providing support.
Through base camp etc through mid August end of August as well. And then after mid August our shift is going to be away from implementation and migration.
And we will make ourselves less available because we have different focuses and I think we've tried to be as clear and explicit throughout this entire process.
What our intentions are sometimes those have changed. And we've, you know, we've acknowledged when they've changed at least to the best of our abilities but
Maggie, Tim and Michelle when she comes on board, they will have jobs to focus on the entire shared infrastructure and not doing direct to campus support and inevitably they will need to shift their focus to those all Sunni
shared infrastructure and not to do direct to campus support.
So we do know that campuses many campuses.
Want to have someone who is not actually bris be there direct support beyond moving to support so beyond September or beyond beginning of September, end of August.
And we have developed extended support services through the shared the SUNY library shared services. That's a mouthful. Still for me.
And we're now we're now able to work with your campus to
Get work. Get moving forward and get to an agreement on what types of extended support that you might want from SUNY, I'll talk about what we're offering right off the bat at the next slide.
But I wanted to be clear here on if you do not agree to an extended service with Sunni for support, you will be going directly to X Libra support via Salesforce.
After
August 30 so if you aren't contracting with Sunni if you don't have an agreement with Sunni actually risk is your primary support so
The Sunni staff who are already here, Michelle.
Michelle, Maggie.
Tim, they will be focusing on shared infrastructure and they won't be providing fulfillment support or helping you with
You know, import profiles, etc, they'll only be providing support to you if it's a network zone related issue which there'll be able to figure out pretty quickly. And if it's not, then we will refer you to Salesforce and then you'll work with actually rest support directly
If you have an extended support agreement then Sunni would be your tier Tier one support and we would provide you with the support that you're agreeing to with us.
So with that, too. I'm monitoring easily 50 cases and
Working between the campus in X Libra to most of the time. A manage communication differences. I'll say just that's a polite way of saying it.
And we won't do that continuing going forward. So you'll be responsible for your own escalation and actually bris what Sunni will do is we will take a macro level approach.
And look at trends in all of the support cases across Sunni turn around time, etc. Because there will be hundreds and hundreds open at any one time.
And there will be thousands and thousands that will be submitted every single year, every other Consortium has said this is exactly what will happen. So that's what we're planning to do
So just know that I want to be as clear and as explicit. Is there any questions on on that.
Or what you can expect after August 30
Yeah, so, um, that's, that's another slide. What I will say is, is
That still up in the air.
But one thing I will say is that
That that SUNY will not be
Will not be supporting
Our staff to participate in those
In base camp or or what other platform, mostly because we're going to focus in other areas for the people who are in extended direct support so you know that that would be something that is under the guise of the SLC and, you know, obviously.
You know any of us can attest to you could spend all day.
Answering questions and base camp and you know if if it is a community led and supported platform that's fine. It's just won't be one that Sunni is supporting or putting
putting effort into
Answering questions, but I've got a slide on that.
So will there be channels for peer to peer assistance, there has been nothing that has been currently designated as a space for peer to peer assistance.
That's something that I've been engaging with the SLC as I think it's most appropriate for the platform channel that's used in that
That that
The SLC will need to administer it and the primo Alma slack channels. That's a Sunni lot. That's a Sunni lot sponsored platform that you can sign up for there's the information on the slide.
And just a note that we won't be providing direct assistance, so I know many of you have have probably really appreciated Tim's many, many responses back to
Your questions about elite integration, etc. You know Tim won't be in the slack channels, he won't be in base camp.
Maggie won't be in you know that's not going to be a major part of their job. Just wanted to make clear that, you know, you'd have to answer this, you know, between yourselves, which would certainly could be a really a really good
Resource
So the Sunni base camp is available. We have I think eight or nine months left on that contract and we would ask
We will ask
The SLC to, you know, pick up that contract after
After we're done. If base camp is the agreed upon approach.
So broom is asking who will provide support for sis loads. So
You know, we will provide support if it's if it's related to so Sunni would provide support if it's related to the s FTP server like you can't get access you need your password reset or your IT department wants to do something.
Beyond that, if you're not in an extended support agreement, you would go directly to actually bris via Salesforce case.
And if you're if it's something with the banner application, you would go to seek us
And obviously, you know, we will we will certainly
Advise would seek us as we have about trends, we're seeing across all of Sunni, but
This will be something after implementation is my and migration is over that we, we, you know, we won't be providing in depth support for si es loading or
Fixing issues that si es loads create so I know there are a lot of campuses that are working with Gail and I directly on si es loading and our intention is to
You know, get you over the hump, so to speak, so that you have a good file. But if it's, you know, January 15 and we've been asking you repeatedly
And you keep saying, well, you know, this person is out, then you know we're at some point going to say, you know, you'll have to continue this on your own.
Um, so, Catherine ass. When do we need to decide about support or no support. There's no, there's no deadline, as much as August 30 will be the end of implementation migration. So we'll be losing direct access to the the implementation team and you'll be moving directly into
You know X Libra says your support. But if you try that for a month. And you say, well, you know, maybe we do need a little bit of support.
You know, you can come to us and we can see what we can accommodate
And what our timeline would be for offering more so you support. I think that was a question you're asking. But if not, let me know.
So here is what we are providing or what we will make offering
So Bartels asking, What about resource sharing. If we don't do support so
If it's something that's related to network zone configuration.
Or you know something related to the entire infrastructure, you can go to Tim for support. And if it's something that is local configuration, then you need to go to sleep, Chris.
But as far as continued training, etc.
We, you know, that's going to be actually bris if you're just have a question about how does this, you know, why is this to to you creating this problem.
But, you know, we'll focus on the infrastructure of resource sharing because right now we only have had about 100 requests, but once we're
We have 10s of thousands going through the system. There are other things that will need to do such as handling billing between institutions etc and managing the rest of the system. But, you know, for the most part, resource sharing. If it's a network zone related issue that will go to
SUNY if it's a local issue that you have, then you'll go to excellent service.
So these are the services, we're offering
Now you just have to reach out to me and we can start working on
The agreement. So we have a participating institution agreement, just like with other recharge things that you might be getting the asuni
So the extended services that we're offering our analytic services. So if you want assistance with
Creating analytics and you know I'm, I'm, I want to acknowledge that there is a working group that there are
That there is the ability to share Analytics reports between campuses. So, you know, there is there is the ability to share the analytic services, we would be offering would be to
Focus on exactly what you wanted to to do and to develop those analytics objects to make that happen or provide you with the analysis that you would want
And then resource sharing management. So this goes beyond Alma. So we've been asked this repeatedly and we're I think now at a point where we can offer this
That we will do
All of your resource sharing, including working in ILLiad
That we can do remotely what we would ask that you would still have to do is anything that required you to physically pull from the shelves and or ship.
And then the more flexible of the services would be training metadata and workflow services and then also physical cataloging services will also be offering that and there's a lot of details service level agreement type things that I can't get into in a short short webinar like this.
And also the comprehensive management of the entire library services platform. We will do that for your institution and we're going we have
Staff who are coming on board and, you know, very, very soon, who will be split up between a small group of institutions, based on their complexity.
Etc. They all have Alma and primo experience and they will manage your entire Allman primo instances for you. Our focus will not be on training you to do the work. It will be doing the work for you and providing minimal training for
The on the ground jobs that you need to do like checking books in and out, etc.
And then because we know that many campuses want one step further will also be offering a or are offering a package where it's the comprehensive management of all your library technology and workflows.
So beyond just the MSP if if you want Sunni to be in essence.
You know, kind of your, your group that's supporting system librarian activities you can work with us to do that.
So the service level agreements participating institution agreement, it's just one one final level of approval, which should be pretty soon at SUNY and then we'll be ready to get the agreements in place.
If you're interested in this, let me know and we can start working towards that and get a short term plan so that we can transition to getting, you know, to make your move into support as smooth as possible.
So we've been asked this a lot, who, who is going to be providing extended support. So the three staff that I was talking about that are
Funded by the access from the OMA primo contract. The difference between Alice EDS discovery and Alma primo. Those are dedicated to system wide initiatives and supporting the entire shared environment.
We are hiring additional staff to support these new extended services to will be coming on board. Very soon, and
You know, we, we need to get agreements from more campuses. Before we hire more staff.
But I think we have enough
Enough ability. We know that there are people out there who are willing to do this work.
That we can bring on board, very quickly, we have the processes down with EMPIRE STATE THAT IF WE HAVE 15 or 20 campuses. He want us to manage their entire Alma primo instances that that we can do that, you know, I'm confident we can do that without
Too much trouble in the next few months.
So I'm just wanted to kind of, I talked a lot about this and I know I'm right at time, so just go briefly over this. If you don't have a service agreement with Sunni
Then you know unless it's something networks own related or shared infrastructure.
You wouldn't be sending that to live answers or whatever future ticketing system, we would have you would send it directly to actually support.
Through Salesforce, you'd be responsible for escalating Sunni, we will be monitoring this at a macro level will be looking at major issues that are affecting
You know, several campuses. But we're not necessarily going to get involved in specific cases or monitoring, you know, your case for you.
Unless it's a network zone or shared infrastructure issue.
So after the end of August, you'd only want to send things to live answers. If it's a network zone related or, you know, shared infrastructure related question.
Alright, sorry. I went long
Any questions.
Feel free to unmute yourself or type in the chat and I'll be happy to respond.
If there was something that Maggie, or Tim went over, feel free to we can move back to that too.
Alright.
Yeah. Gentlemen, I, I sent you a document.
And that would be what you would review, but certainly we can get a participating institution agreement out to you.
So, um,
Yeah so Binghamton is asking if the difference in cost and fun is funding.
Why can't you all participate in community discussions, I'm
I'm assuming you meant if the difference in cost is funding the three staff. Correct. Why can't you participate in in community discussions.
So we intend to provide webinars to participate in in the community, but we won't be monitoring.
Community, Forums that inevitably you're be asking for, how do I do this. How do I do that.
Because we will be supporting everybody just like we are in base camp and that's that's unsustainable so
You know, I want to provide kind of, you know, some greatness there. So that's not that we won't be participating
We're participating in the working groups, we will be providing webinars will be helping people out, but I will not say to any of the, the three staff.
You know, it's part of your job to monitor these channels such as base camp, etc. Because it is a, it's a, it's a lot of time that we'd have to set up. So I hope that clarifies a little bit
But
You know, it's, it's a good question.
But we have to draw the line or else we will be providing support in ways that we can't
That we can't quantify at all through giving lots of lots of question or giving answers to lots of questions in in in this platform.
All right. Um, looks like Maggie, answered the question about the Wednesday session, etc.
Any other questions.
Okay. Just want to let you. It's Tuesday night, Wednesday.
It's 10 to 11 and there's information in the institutional in base camp.
Okay, thanks.
Any other questions.
Yeah, this is how you, Maggie. You said that there was also a session on Friday is that posted somewhere. I couldn't find it.
Yeah, I haven't signed up yet. I just discussed it with Shannon. So as soon as I schedule it I will post it also in the institutional leads
Perfect. Thank you.
You're welcome.
Any other questions.
Alright, I'll stop the recording.