Alright, it's two o'clock. I'm gonna go ahead and get started. So welcome to the end of September shared MSP update
Feel free to type in the chat or unmute yourself if you have questions, if I'm covering things as, as always, I'm happy to go over questions as they come up. Or we can do them at the end, too. So we got a lot to cover. So I'll go ahead and get started.
So I've communicated a lot about this, but just, you know, for everybody. Again, we're in support so huge.
huge achievement that we've gotten through this implementation and migration. Thanks for everybody, you know, thanks everybody for all of your all of your help all of your work to get us to this.
To get us to this phase.
So as of now x Libra, so x Libra support, that's the primary contact for campuses for support.
We don't have the implementation consultants anymore so Svetlana Pam, etc. They will not be helping us any further. There's a few odds and ends that we're tying up so you know if you, if we have things going on already.
Then you know that is expected to, you know, tie up some people have things going with like Leah or others, but for the most part 99% of all of our interactions are going to be with support through Salesforce.
So as you are.
Asking for support the Sunni Shared Library Services staff will be looking at Salesforce cases and we're looking to
Look at trends, not necessarily to look at every single case, if we see something that looks like it's a you know networks own related we'll jump in on that. But for the most part we're looking at cases overall
So just know that we're reviewing overall performance, etc. But we're not necessarily looking at every single case.
We had a very good switch to support meeting on Wednesday.
The, the link is here. Brian noon, who is the support manager who is going to be assigned to work with us and he gave that presentation. And you know, I think it has really good advice on how to
You know how to move forward and interact with support at x Libra.
So a lot of people have asked for some sort of a representation of where support can be you know where you can ask for support. If you're an individual at a campus and you just want help. So if you want direct support. So if you want someone to
You know, look at a problem that you're having assist troubleshooting, things like that, your, you know, your primary channel is going to be submitting a Salesforce case to X Libra.
If it's something where you want some input on your workflows. You want to see if anyone else has had this, you know, a problem and has resolved it
Or you want to look to your peers for support, then you can post to the the Sunni or SLC headquarters
And what the, what the Shared Library Services staff will be focused on is
Training documentation ongoing learning opportunities to to help you continue to grow your expertise and Allman primo
And, and, you know, to take advantage of new features and Allman primo or to take advantage of more features and online primo and we'll be looking at Salesforce cases will be looking at posts for common themes, where we would do sessions to you know to do training, etc.
The one exception is if campuses have an extended support agreement with Sunni and I'll talk about that later than
Your direct support would be a little bit different, but most campuses, your direct support are it's going to come from X Libra, or if you just want input from your peers from other campuses, post it to the SLC headquarters
And any questions so far.
Alright, so as we're going to be working more in Salesforce we we what we want to do is we want to participate as much as we possibly can with other X Libra is Alma primo V customers and one good way to do that is to publish your Salesforce cases.
And what we what the MSP advisory board discussed and recommended was the campus has changed their overall account settings to publishing your cases. So if you're putting in login credentials or it's something where
You know, there's information that you don't want to have viewed by others in Salesforce. So other excellent risk customers and Salesforce.
Then you have the option to not publish that individual case. But if you put the default in your account to set it to publish, then that allows anybody else who has an x Libra Salesforce account to see it. We've already seen.
The advantages of this and working with other consortium and other primo and Alma
Customers to get more information to help triangulate issues and to press on you know getting getting some things move forward with with actually burst fixing or, you know,
Rolling out enhancements. So it's something that will will benefit all the, you know, thousand customers are more than thousand customers of Alma, and it will also benefit us as well.
So Michelle did a really nice FAQ on how to change that setting in Salesforce and it's linked from here and I've already posted the the slides. So if you wanted to, you can easily look to see how you would change that in Salesforce.
So,
I know we just moved from X Libra says based base camp, which
They, they used primarily as
A tier zero or a you know a first level ticketing system. So Pam and Laura and Lynn and others, they were looking at sales or not Salesforce but base camp and they, you know, they were trying to respond to as much as they could, or try to get to everything.
And what the expectations are for the Sunni or the SLC headquarters is that it's a peer to peer peer to peer platform.
That there's no expectation that you will get an answer or that you will get a timely answer you very well may so somebody might jump in and say, Yes, I had that same problem.
Here's how I addressed it here, the downfalls of this I considered this other option that you know it could work out very, very well for you but you know if your, if your post has been sitting for a couple of weeks or a week.
That just means that that there's not another peer who has gone through that experience. And if you haven't already that you'd want to post that to Salesforce.
So just kind of changing the expected behavior. I know that not everybody who is in the SLC headquarters was in the base camp base was in the actually worse base camp but just know that it's a different set of expectations and and not necessarily rules, but you know service level.
So the Sunni or the SL The Sunni Shared Library Services staff, we're going to just
Review what's going on in base camp and but we're not going to treat it like a ticketing system, we're not going to be monitoring it closely, like we were in the X Libra Space Camp. The only time that we're going to directly respond in
In in
The SLC headquarters is if it's something that's networks own configuration related or it's something where we own the configuration for that.
And that we have, you know, we have the information and the you know that the wherewithal to
Solve that Problem and it's not necessarily an institution's own problem. But other than that, the Shared Library Services staff won't be engaging in that in that area.
We've added some categories and somebody asked me to add acquisitions. So I've added acquisitions as well.
In case you wanted to tag your post as one functional area versus another. And as you're viewing the activity in the SLC headquarters, if you're only discovery.
You know related that's part of that. That's the part of your job that is related to almost primo then you could just look at Discovery things are Prima V things
And not have to look at everything. So kind of a way to categorize these and we'll try that. See if that helps out with the people being able to
Look at it. We have a link that's posted here I've posted it multiple other places where you can join yourself. You don't need to ask us to add you to that base camp. You can add yourself through this join link.
This base camp link on the on the screen.
And feel free to distribute that as widely as you see fit at your institution, just try to give your colleagues, if you're distributing this link out, try to give them a sense of what they can expect from as far as a response. And you know how to engage in this in this area.
And you know, I think this could be a really nice tool to help share expertise, because
Many people are going through similar troubleshooting, etc. And it's a good way to share information between between campuses.
So for many of you in base camp, you're likely in an institutional leads base camp group. So we intend to continue with institutional leads going forward into the into the near future.
So I understand that people have lots and lots of demands on their time. You know, I've worked at campuses and definitely worked at campuses without a lot of staff. So I understand that this is you know that that this is another demand on your time so
Please.
Try to take the institutional leads responsibility as seriously as you can.
What we're going to be refining over the next several months is to tune that channel for institutional leads
To only really really important stuff that you can. So when you see something coming from the institutional leads or to the institution leads, it's extremely important. We expect that that's going to be much less now that we're out of implementation and
Migration
But occasionally, there are major things that are coming out that we want to bring to people's attention. And if you're in that institutional leads and we redirect you somewhere else. Try not to take it personally.
I understand you just want to post things and get feedback, but we're hoping that that you know more open ended conversation will go on and the SLC HQ and not in the institutional leads so that we keep that channel very focused, not a lot of extraneous information going through there.
So please
Think about that at your institution because we will be reaching out in the very near future to say here is here's who we have as your institutional lead
Please let us know if this person should continue going forward. I know in a lot of cases, there are, there is the director and then a systems librarian. And this might be a time where
The director says, well, it's okay for me to step off because it's not the implementation and migration, it's not quite as, you know, demanding on everyone.
So it can, you know, work through the the systems librarian, you know, really, really, that's your that's your call at at the institution but do respond to us when we asked you.
If this is you know if this was still the right person. And if we don't hear back from you when we reach out on the institutional leads check in.
Will
Elevate that to your director to say, is this person still the right person for your institutional lead
Because we've had persistent issues getting any sort of feedback from institutional leads from about 50% of campuses. So we're just prompting to say
Are you still the right person. And then if we get no response will check with the director to say who is the right person. We think it's this person, but we haven't heard back from them. So
Just know that that will be coming up.
So I'm going to go into trying to differentiate some services and say, You know what, Sunni will be doing. And then also what we won't be doing and then different levels of service.
Because I think that's important and that we try to be as transparent and upfront about this as we can. We've provided information in the past, and I'm going to try to be a little bit more explicit here as well. So everybody in Sunni as part of
As part of the alma primo contract and then the Sunni Provost has subsidized this for two years. I think about $500,000 is going into it, they're going to get shared LLP baseline services. So this doesn't mean that you need to as a campus provide any additional funds for two years.
After two years. That's a discussion that will get much clearer very soon. But now is not really the avenue for me to talk about that.
But it'll get much clearer within the next month, two months. What is going to happen as far as cost after two years. So what Sunni will do or what SUNY shared library services will provide for these baseline services.
Is high level vendor relationship management with with actually risk so that doesn't mean that we are going to be the only ones with access to information, we intend to be as
Inclusive as we possibly can be to get voices, but it is a large burden of time to negotiate on issues with
With the vendor, especially with an enterprise level system that is as wide reaching as the shared library services and discovery environment so soon. He's taking responsibility for that vendor relationship management.
We're taking responsibility for the support maintenance for shared infrastructure, things like the network's own be like graphic environment, the resource sharing configuration wrote a management.
I'm anything else that we would do that would, it would be at a, at a broader system wide level. We're also going to communicate information about
The monthly changes that are going to come in with the library services platform, try to communicate as much as possible. If something is
High priority that you really need to pay attention to it or whether it's something that's an enhancement to try to help everyone get the best benefit that you can out of your investment in Alma and primo
With in the most effective way so that we will be paying attention and communicating this out will also be providing updates webinars and then regular training offerings and that is
You know, part of what a lot of the cost is for the next couple of years, paying for trainers people to train
And you know all of the other infrastructure things, it takes to put together good training and documentation.
And then that's also what we will do is develop more and more training materials best practice documents FAQs that you can
Use as is or adopt them for your own campus needs and then we will continue on with engagement and assistance direction when asked with working groups task forces and advisory boards related to the MSP and try to provide a you know a shared MSP perspective and then engage with campuses.
Campus needs through these working groups and task forces as well. Any questions on the baseline services. So this is, you know, what you get right out of the box without anything else.
Okay.
So, at, at the request of of several campuses many campuses and then also based on what we saw as needs as we move through implementation and migration.
We developed the Sunni library shared services extended support. So there are a variety of options for extended support.
And this is something that you would need to start paying Sunni via the recharge either immediately or in the very, very near future, like months. There's no subsidy that is going to
This is going to cover costs for any period of time for extended support. So we tried to provide flexible options because we know that
You know campuses are under intense financial constraints as is SUNY system administration and we couldn't provide only just like a you know a the most expensive option we had to provide a variety of options, but a variety of options that we thought that we could support.
So if you think that you need.
Any of these
Looks like somebody's unmuted. But if you think you need extended support reach out via live answers and we can give you all of the options and talk about what might work for you.
And what will be required. Is that your campus signs of participating institution agreement and then we will start charging you and the recharge.
I think it would go into your, your next recharge because our, we will be putting in the charges in late November early December of 2019 so hit your campus next year.
So currently we have a we have a fair amount of campuses, who are working with us in these
In these agreements we have six that are in a more flexible consulting arrangement. So, these could be a very small number of hours or large number of hours, based on what the campus needs. We have six campuses, who are working with us on that.
And we've already signed participating institution agreements.
We have one campus who's working with us on a physical cataloging management, where we will do copy cataloging and original cataloging for them and then help them develop their cataloging workflows three campuses are working with us to have us manage their entire Allman primo v.
Environment and we do understand that to fully manage that that that involves a certain level of a resource management on your behalf as well.
So it's not like we're trying to, you know, completely cut it to just all my primo and then we have two campuses, who I'm pretty sure we're going to move forward, where we do their resource sharing
For them, we process request we manage the resource sharing. So, including Elliot and Alma that we, you know, do everything but Ship. Ship books for them. We just haven't finalized the agreements with them. Any questions on extended support or back on baseline support.
All right, so you might might be asking, who's going to do this stuff.
And we've been we've been regularly providing updates of staff that that were that were adding or staff were joining the team and I wanted to announce our newest Sunni Shared Library Services staff. So, and I think, as does on the call.
Or on the webinar.
So she started in early September and then Susan Perry also started in end of end of August early September. So esta is currently helping libraries with primo
He resources. Other thing. Other things Alma related
And if you want to know who else is on the team. As of right now.
We have an overview guide that you know thanks to Michelle eichelberger has a lot more information we're, you know, trying to develop more and more about what each of us is doing, but you know we have a lot of other things that a lot of other irons in the fire as well but
Welcome to esta several of you have been working with esta already and she's been helping to troubleshoot a resource primo other problems not problems or enhancements often as well.
And then a new additions that we have upcoming for the SUNY Shared Library Services staff and this is to handle
More and more campuses entering into extended support agreements with us so that we are you know so that we're
Supporting. Supporting those campuses as well and that that the extended support isn't pulling away resources from the baseline support. We have a half time release time staff who many of you will probably know I don't want to say who it is.
She's going to begin working with us very, very soon.
And has been highly involved in lots of things all men primo since, you know, since the vanguard. So, you know, we'll certainly hit the ground running. And then we finalize the contract.
While ago for a full time dedicated staff member who she's currently working in Sunni and I want to say who she is so that she doesn't start doing
Her own current job, plus the Sunni shared library services job before she even starts the Sunni shared library services job so
We have a couple more people coming on board to and as we add new extended support will be adding more staff but you know just looking at what we have engagements with right now, we, you know, we're we're scaling up to, to meet those needs.
So I wanted to just, you know, as we talked about those baseline services. I wanted to talk about some of the things we're doing in those areas because what I don't want to have happen is that we're grinding away doing, you know, doing work.
On your behalf. And then we never tell you about it and
You know, then you said well we didn't know about that. And you know, it's our fault if we don't tell you about it so
One of the things that we're doing as far as ongoing relationship management is just working with actually bris to improve pre movie across the board. We met with him in August and, you know, a variety of other things that Sunni is doing to
manage that relationship with actually risk.
And what we agreed upon his monthly meetings to review pre movie speed and other issues. So we had that first meeting.
That first monthly meeting in September on the 18th
And they delivered the first month of search performance metrics and I provided those metrics to the institutional leads
Pretty clear that performance is consistently improving it is still not where they said, where x Lieber said they wanted to be with 2.2 seconds for
50% of searches and four and a half or 95% of searches and they're working to, you know, kind of winnow down where there are slow times even hour by hour at some of the slower institutions and we will keep working with them to
You know, to improve performance or to bring up new issues. So we reported and review the indexing issues that we discovered, we have discovered a few new ones.
I haven't seen any new ones come in, since that the September 18 meeting or since I guess early September, but please do let us know if you see any other indexing problems.
And so we discussed them and you know what the, what the resolution was on that and then
Actually Bruce had indicated that they were going to provide us with metrics on open URL performance. And so we could see improvements there.
They've already released out improvements on open your real performance. But the thing that we would like to see from a Sunni standpoint is
You know, to see metrics and then see how those improvements are playing out over all 60 of our campuses, so that we can, you know, build trust between
All of the 60 institutions and Sunni and that we're moving towards a common goal, which is primo V to perform as best as we possibly can make it perform
We're doing some other things as far as you know vendor relationship management and digging into problems that are
You know, really, I wouldn't say obscure as much as really hard to find in document patient and configuration and it requires
A lot of escalation and moving between tiers of support and bouncing between development and consultants, one of them and we didn't really talk a lot about this because we wanted to fix it and
Involved enough people to get good input. But one of the things that were happening is a in primo because we're using part of a fulfillment network.
Users were being created in other campuses almost just if you look at availability add another cables so that created hundreds and hundreds of
These not erroneous, but just not wanted users and we help clean those up and you know let campuses know about them. If we didn't want to clean them up.
How complex. It was. And then we fix the issue and then it wasn't something we could distribute that fixed to the network zone. So we went into all 60 institutions and we updated a really obscure piece of configuration.
That was causing this issue.
So some of the other things that we're
Uh, if we're seeing the remnants. Can we send a request in I'm
Shannon, for example, my records still has like multiple other campuses on it, do we so if we have a user who says, Hey, I'm seeing these other libraries and I haven't check something out to me just send a request to the info it SLC email.
Yes. Yeah, we left you Heidi because we knew your special case.
I know
Anyway, yeah. Yeah, there were some people we knew they were a librarian and that they might want to see this. We didn't necessarily touch every single thing.
Yes, if somebody does provide you know provide that they're they're seeing this and seeing other other user other institutions, as an institution, you can't fix that you'd have to go into these other institutions, fix it, but it's on your bath and
And build the you know the problem.
So we also were we're looking at some odd indexing and they ended up not necessarily being indexing issues or they were somewhat related where services weren't showing up.
So we work through multiple levels with actually Russ on that and then we
Are are asking actually bris to bite us better communication on when fixes are coming out on things like fax it to that we don't hear from
You know that they're expected communication is that they just tell us in one Salesforce case that that's a big enough issue that it warrants our service.
Managers to send us an email or bring it up in a conversation. So we're bringing that up as well. The thing that I did not put on the slide and enough time is I've had lots of meetings and conversations on some of your regional
Regional union catalog. So do north and Cadillac, I think, is the CD LC one where the index data querying and X Libra is a Z 3950 searching that those aren't working very well together with, especially with Sunni campuses where
He resources are much more prevalent than physical resources and we're working to keep index data in X Libra is connected together and find a solution on that so
You know, there's a variety of other things to do but you know that that's one of them.
And I just forgot what I had been
Doing that and part of it.
So I'm going to turn it over to Tim for resource sharing up late to get away, Tim. All right. Thank you Shannon
Hi everyone. I just wanted to give you an update on where things currently stand with resource sharing. I want to start with just talking about request volumes. As you can see from the statistics. I've posted
We've seen quite a lot of growth since go live request volumes have nearly tripled what they were in July.
And I've broken down volumes by the Rodas and as you can see, the majority of our borrowing volume is coming out of the Western Rota
In part because the University of Buffalo has embraced resource sharing, to a degree that
Their users have embraced it to a degree that others really haven't yet.
So a lot of our volume is coming out of Buffalo. Unfortunately, we are we have been able to better distribute the lending volume. There's not a huge disparity between
Lending in the east and west Rodas
There's not a lot coming out of the New York City Rota that's by design because of turnaround time issues on which I will talk about right now, Shannon. If you could just before. Thank you.
So for the last couple of months, the average turnaround time for a resource sharing request has been 4.4 days. And just to better explain exactly what that is.
That's the amount of time that elapses from when the user submits the request to when the user is notified that the request is available for pickup and that does include weekends and holidays. It's just, you know, a straight measure of time.
And in my experience of 4.4 days is pretty good. I'm pretty happy with that number.
I've broken that turnaround time data down by Rota again. And these results are actually pretty interesting. Um, you can see that, for instance, if you look at the East.
There's not a massive difference between the turnaround time they're getting from each individual wrote it all ranges from 4.6 to 5.1
If you look at the Western Rota you really don't see much difference between delivery times when the lenders in the eastern rotor versus the Western Rota there is a significant difference for stuff that has to go all the way out west coming from New York City.
And within New York City, um, you see that the turnaround time is pretty good. If they're staying within the hub, but we are seeing some significant lags
When those requests have to go outside of the New York City hub, particularly if they have to go out west. So these are numbers. I will continue to monitor
And, you know, we'll use them to possibly make some changes to how we are, you know, managing our Rodas
For instance, here you can see that the eastern libraries are getting slightly better turnaround time from the New York City libraries than they are from the western Rodas and right now.
Their requests start out in the eastern Rota move to the Western Rota and then down to New York City, but based on these numbers. Maybe they should go from Eastern to New York City and then to Western
And also for the Eastern and Western Rodas since there's not a huge difference in turnaround time between the two.
Maybe we want to merge those two road as
However, that that wouldn't be something we would want to do for the libraries.
In the New York City road because you can see a pretty significant difference between East and West for them. So one thing that these numbers are really telling me that, is that a one size fits all approach.
May not be the best way to go. And we may have to be a bit more granular going forward. We don't plan to make any significant changes.
This semester unless we really see something that needs to be addressed immediately. I think we're going to let things stay the way they are continue to monitor these numbers.
And then possibly for the spring semester, make some adjustments based on what we're seeing. And if you could move to the next slide, Shannon.
So the next thing I would like to talk, talk about our resource sharing fill rates.
The numbers are getting better back in July, the fill rate was down to down around like 38% for the month of September. So far we have it up over 50% it's currently at 53%
So things are improving, but that number still feels really, really low to me.
So one of the things I've been doing is reviewing unfilled requests pretty thoroughly. I'm really to get a better understanding of why they're not being filled and to try to
Identify any potential problems with almost locate process. And fortunately, I'm finding that most of the requests that go unfilled
Are going unfilled
Because they're genuinely not available. I'm seeing a lot of requests where someone is asking for something that's only available at one or two campuses and it's checked out at both campuses, so naturally a request like that would go unfilled in all likelihood be kicked out to Iliad.
I'm also seeing instances where libraries, who have implemented the World Cat.
Search scope and primo their users are landing on World Cat records for items that simply have no holdings within Sunni. So if they use those records to submit requests, they're automatically going to fail immediately.
And I'm also seeing a lot of requests that look like for for textbooks, like for instance all initially looking at, like, oh wow this is available at
Eight campuses. Why didn't this get filled and then when I actually drill down and look at the record in each campus, I find, like, oh, this is on reserves everywhere, probably because it's required reading for a course at a lot of institutions.
Unfortunately, there are instances where I simply cannot explain why a request did not get filled and when I come across those interest instances, I am submitting cases to X Libra and trying to work with them on potential solutions.
And this has already paid some dividends. One of the actually one of the first issues we discovered was that primo V was tacking on some extraneous information to the author field whenever a user was submitting a request.
So that the author information being passed to Alma was bad, and then Alma was trying to use that author information to locate the item and because there was extraneous information in the field. He was causing the locate process to fail.
We have had a temporary fix in place ever since we discovered this, and a permanent fix will be available in the December release so that i mean that's an instance of this work, you know, paying off and I mean it can be time consuming but
It is worth doing. And hopefully
By doing this, we can get that fill rate up better than where it is right now and Shannon, if you can please move forward.
I'm just a couple last miscellaneous things.
We're working with x Libra sin Atlas systems on testing a new method for exporting unfilled resource sharing requests from Alma to Iliad and this method uses API's not emails so hopefully this will be a way to
Eliminate the equals own nine issue that I know a lot of you have been seeing
And I just want to thank the folks at Albany Buffalo and Upstate Medical who are helping us test this right now. We're still in the pretty early stages of testing. I don't have much more to say about all this right now.
But I'm very much hoping that the next time we do this.
In November, or excuse me for the October update I will have some really good news to share about this testing. And lastly, I just want to give you all a heads up that there are going to be
Some training sessions for configuring resource sharing lending deflections we're going to keep the group's pretty small. And we're going to try to make these sessions hands on.
They're going to be five of them total
October 3 through October 9 and sign up information for those should be available very, very soon. So please keep an eye out for that.
And that's that's everything. I was hoping to talk about today. So thank you everybody.
Yes, some other things that we've been doing to you know as part of the the baseline services are as we see new things come in. So that was one of the things that we
Identified that we would do is to look at things coming in the monthly updates and then communicate out how to implement them, especially the number one port.
Good example is we knew that in the September release after prodding actually press about it and their timeline.
That there was a new printing functionality and renew printing where the release of your pain point and we tested that and it soon as we could, after the September release. We did a session FAQs of how to get the new print function work and
We expect that there will be more improvements coming on printing and also
Notification and other types of management in that area. So that's another area that I think will will focus on quite a bit and in the September release as well. There's a the ability to have users self register themselves or create a user pulling in a entity management.
Information to the demo on the fly or self registration user creation. We're currently testing that with Empire State to figure out best practices on how to how to make that a supplement to your f is loading so that users don't
Get stuck with no option to use primo it they can use it can create a user if it or if there is information is going to be pulled in day or two days.
And also the new boosting functionality and primo V creation of an FAQ, and then some postings on base camp about that as well.
And we've also done several other webinars and presentations and we've been indexing all of these. And, you know, providing a single place to look for them.
But as we've heard questions. And as we're doing a, you know, getting to know that more and more we're doing very targeted sessions and specific areas like receiving cereals.
And then things that are a little bit broader but very practical like the alma primo link revolver and troubleshooting.
We also have some other things coming up in relation to the FA cues and then training materials documentation.
So starting on October 3 we're going to have cafe Alma open mic Thursdays, in place of the more general Q AMP. A we're going to have themed topics.
That we can focus conversations around specific areas of Oman primo and use it almost like an extended lightning talk or much like an open mic where
You know, people share with each other what they're doing to take advantage of Allman primo capabilities or work around things that don't work as well as we would have expected.
And then we've been creating lots and lots of FAQs and other document patient and which is just in September 2019 we're going to ramp this up a little bit more
We just finished up some reviews of the FAQs and training materials, but we're continuing to create more and more FAQs and bottom equation as
You're asking us questions or we're seeing questions coming up and say, well, we don't have something in this area. Let's create compelling and trying to make all of the documentation as straightforward as practical as we can, based on the feedback we got from the
More and more, I don't need necessarily need to go through all of them and I'll turn it over to Jennifer and give you more time.
That's fine. Thank you. Hello everybody, my name is Jennifer korver on the trading specialists will be working with Sunni over the next year or so on creating training and doing some of that training documentation and review that Shannon mentioned earlier.
Go ahead. JOHN
I want to today, go through some of the initial things that we've done over the past month that I've been on board and to give you some ideas of what to expect, moving forward. I'm going to come back to that on the open mic in a minute, so hang on to that image, if you will.
One of the things that we heard loud and clear from the training survey that went out a little while ago was that it was really hard to find materials and find answers to things in the base camp threads and we have decided we're testing out
Putting all of the putting basically an index to these materials in lip guides and creating guides around each functional area.
That will include some static text that's just very basic definitions and introduction to the topic.
And then some List of FAQs that are organized, usually by keyword, but might be in their, their entirety, if they're explaining step by step processes.
Links out to excellent Bruce documentation and training that is links to the training videos that we are going to be doing. And that have already been done by Sunni staff by either SLS staff or by other of your peers were storing those videos in base camp, but the links and the
Information about them will be here in the lip guides as well.
And then finally we're encouraging will be encouraging local campuses. Some of you indicated that you do willing to share your training materials and documentation.
With your peers and we will also be providing two links to those materials that will also be stored in base camp, so that they're easier to update and maintain
But the again the organization will all happen in live guides and we chose lip guides, because it's a much easier system to maintain
It's easier to organize and it's easier to search Michelle I can burgers done a fabulous job of updating and improving the search results lists that you can use that you can use it with guys so
We're excited to move things into here, you can see there are a few
Trading guys that I've started drafting fulfillment and analytics.
Are the specific ones we have a guide for the open mic series that has more information about it.
I'm also doing some more general search and navigation sets and jobs and I am three together a brief user manual on base camp to make life a little easier in help working with that. Go ahead.
So just to give you an idea of what these are going to look like. This is the still fairly drafty. But getting their
Fulfillment Training Guide, you can reach it directly. These none of these are visible yet in the list because they're not quite ready for prime time
But they are particularly the fulfillment guide is getting very close to being ready. And so if you follow that link, you can go directly to it and do it that way.
And you can see, they'll all be side navigation breaking out the different sub topics within the fulfillment area and then again the pages will either have in this case, this is an FAQ. That's just being displayed. Go ahead.
There's some links to the training videos which are in there as as resources and then just lifts on different topic keywords of FAQs as well. So it will be this combination of resources, but we're going to bring it all together here in these guides to make them much easier to find.
And go ahead
So that's the, that's what we're looking at long term for training for the more immediate needs. We are. We do have a few webinars that we've scheduled and one in person training.
To mention the resource sharing training on lending deflections it's coming up. In addition, I will be doing two webinars. One of them is October 9 and since
Creating good support tickets will become very relevant very soon. For many of you, I'll be doing a webinar on that.
And then I'll also be doing one on the basics of creating sets and running jobs and this will be universal. This will be for any functional area.
Just the absolute basics of creating logical and itemize sets working with them and then running jumps on them. You can see the signup URLs are both there. I've already got one person signed up for sets and jobs, it'll also be in the presentation slide deck that Shannon's posting
In addition we also heard that analytics is a huge
Thing that's coming up. So we will be scheduled, we will have two one day sessions in one at Syracuse. On November six, and one at the Middletown campus on November 7
And these will be very targeted for folks who are doing or primary folks at their campuses, who are doing analytics work and it will start with everything that
That you can find just using search in Alma, and then go all the way through to actually crafting and designing your own analyses and reports. So we're going to cover a lot. And one day.
I will also be turning that first part on how to use advanced search to get a tremendous amount of data out of Alma itself.
Without having to go into analytics, I will be turning that into a webinar that will also be coming out in the very near future. Certainly.
almost definitely before the November in person trainings and they'll be more in person trainings to come as we identify further topics that are needed. Okay.
Jen.
Thank you. My goals for the next year for training to create obviously to create training guides for each functional area. And if a special topics.
Roll out more task oriented webinars and in person trainings and increase opportunities for peer learning
Through the base camp discussion threads that seem to work really well for folks during implementation. So we're hoping to continue that momentum.
On the Sunni HQ and the alma open mic series. This is based loosely on a learning circles approach.
And we are going to have it every, every Thursday, taking the place of the Q AMP a session and there will be different topics per month. And if you go to the URL that's in the presentation. You can see all the
You can see a rough outline of the sessions and the rough dates for them all and
And you can also sign up. We'll be looking for both presenters. So folks who want to do anywhere from five to 20 minute long presentations but also anybody who wants to host and so hosts. It's just like EMC and an open mic.
You don't have to work the the webinar part, but you would be kind of maintaining time and coordinating things and perhaps presenting yourself.
So we're really looking forward to having folks, sign up for either of those two roles we will make series.
And as I mentioned, local campus documentation and training materials. We're going to upload them to base camp and then make them find it will be of the guides and will iterate these as needed. And that's all for the training update. Thank you.
Thanks, Jennifer and I just wanted to take a couple minutes just to say some of the other things that the Sunni Shared Library Services staff are working on. So we did get six premium sandbox is five of them are dedicated to SUNY use
And we're reviewing these to see you know what processes, we need to develop how we can utilize them for testing a variety of other things as well to
We've been providing lots of regular presentation. When will continue to have more and more
And one of the things that we've been doing a lot of continued work on is just working with individual campuses, both the it and the libraries.
And sometimes seek us to get the finalized S is loading. And then once we get the data. Looking good.
Either Gail or myself or both of us will schedule a meeting with the campus to walk through the process and give them the documentation. We've created on that. So we've really done a lot for si es loading and, you know, there's only one pamphlets that
Isn't headed down or two campuses that are headed down a path to si es loading. And I think that's a really great success, and thanks for everybody who's worked on on that part of this as well.
We have, we have someone on the team looking at primo V Analytics. So we can do more documentation training on that as well.
And then we've looked very, very close at all the base camp content out of Libra Space Camp and move that into a variety of Sunni specific areas so that we don't lose that content.
And then we've also been testing and developing process is normalization rules etc for harvesting electronic theses and dissertations out of those collections out of disk space and we have an FAQ on that and we could provide assistance if needed.
And Maggie's been doing a lot of work in conjunction with a couple of campuses on
I think I have the terms right here. So that's a question from the meter D duping Ferber process or Special Collections right now, but it could be expanded to other specialized collections, whether it's neat metadata that needs to be taken out of that process that needed for
And then we've also been working with the working groups and task forces and you can see where we're where we're representing
Where we have representation as well and
You know this. There's some of the other things that we've looked at about
You know, looking at the system wide data or system wide issues configuration, bring it to the working group task forces and visor boards for comparable genital
I didn't leave a lot of time, but there is a few minutes for questions or discussion or has anything you'd like us to talk about and a few minutes.
Jennifer. I thought that you're highlighting was intentional. So I left it.
On the last slide.
Any questions, feel free to unmute yourself or type in chat if you want to ask a question.
Um, yes. Elena asked, are all activities going to be on that Sunni SLC base camp schedule.
Short answer yes, that's part of our workflow for for creating the training and documentation. But I want to just kind of make one point is we will be doing more focused training and that may mean that we do training that is not for everyone.
And
We
May be reaching out directly to campuses for training because we want to work with them on specific issues they have not also need to have so
You know,
Know that there might be some that we're doing. That's just not out there. But, you know, for the most part, yes, it will be and
Jeanette asking, can we also offer a downstate analytics training day so I'm from upstate I think middle pounds down. I know, I know that. I know that's not what you're asking. We couldn't get any couldn't get facilities do that.
So it's probably not going to happen in the fall, we just couldn't get spaces. And so we had to make the decision. So we don't have anything planned for
You know, with everything and for the fall, but that doesn't mean that didn't set something up for a different time frame for the springtime.
Yeah. So Rebecca asked the institutional lead base camp still relevant. So, yes.
That is where we will post important things about
About, you know, things that might come up that would affect many tunings or major new features or a variety of other things.
And we've seen a lot of these issues right now and we're fixing them, but I think in the future we might say, Here's this big issue we need you to pay attention and we hope to really tune in that
Institutional leads for for just flat Sunni SLC headquarters. That's a peer to peer format. So it's relevant. If you want to present problems to your peers for their input.
If you're, you know, so it could be less of the art of your, of your everyday life than the X Libra base camp was because
The earth was using that as an essence the supplemental ticketing system. But you know, I would say the SLC headquarters is is really something that if you want to engage with others get input.
See how other tunes are solving problems or doing interesting things. That's a really good. Great place to go.
Or get that info.
Other questions. I know we're past time so I see
Another minute or two for questions.
Alright.
I will
End the recording.
And
Let us know if you know anything comes up and thanks everybody for all your all your work and great job and getting getting over the finish line and and into live all mountain primo