Shannon Pritting: Alright, I'm going to go ahead and get started. It's noon. So we're going to do the November.
Shannon Pritting: Shared Library Services platform update and you'll hear me, and several other people
Shannon Pritting: Talking through issues that we've been working on over the last month. So just go ahead and get started.
Shannon Pritting: I'll be monitoring chat so feel free to type in the chat. If you have any questions or feel free to unmute yourself, you'll have the you have the ability to do that if you want to ask a question.
Shannon Pritting: All right.
Shannon Pritting: So I just wanted to give us support update. One of the things that the Shared Library Services staff are doing is working to
Shannon Pritting: Manage as much as we can to support relationship with x Libra.
Shannon Pritting: One of the things that I wanted to talk a little bit about to we had our last support manager meeting on the 20th and I'll release the the notes from that sometime today.
Shannon Pritting: So we discussed a variety of issues with Exley bris and often we, you know, are typically going through 15 or 20 cases that we want to see or have some sort of a more in depth discussion and persistently we've been bringing up response times or responsiveness communication issues.
Shannon Pritting: Which we will continue to do in working with actually press. But if you as the campus representative, if you can help us to
Shannon Pritting: Bring this to actually vs attention that would be very helpful. I'm going to show you how to do that in just a second.
Shannon Pritting: The other thing as well is that we have brought up a lot of issues with cases and
Shannon Pritting: One of the questions we get asked a fair amount is, you know, that we should suggest that these cases get escalated, so please don't hesitate.
Shannon Pritting: to escalate your case or to provide feedback to help us to establish patterns of problems will be doing that by going through all of the aggregate Salesforce cases, but there are hundreds and hundreds and hundreds
Shannon Pritting: So I'll talk a little bit about Prima V issues. After I talk about how to do the other the other things with just Salesforce cases as well.
Shannon Pritting: So some of the trends and concerns, comments that were bringing up from the last, the last month, we were seeing lots of linking issues. So things like linking not working.
Shannon Pritting: Or parts or parameters, not being correct that these are taking a long time to be resolved and the response generally that we got back was to escalate this to content operations. So that's where the escalation can help. We've been escalating these four
Shannon Pritting: Four campuses in an aggregate. But if you are unhappy with the responsiveness with linking
Shannon Pritting: escalate it because we need to put as much pressure collectively and individually for fast resolution and as much attention as we can on our issues that are causing problems directly with our users and their ability to get access to content that we're, you know, paying money for
Shannon Pritting: So, on the flip side, there are lots of cases that are sitting waiting a customer response. So if you can just put it in your normal workflow as you're looking at your Salesforce cases.
Shannon Pritting: To try to close those if the issue has been resolved, because it's hard for us to see which ones there might be you know a little bit more interaction that's required.
Shannon Pritting: Because something might be set to pending customer response and there might be an intervention that's needed. So if something is truly
Shannon Pritting: Resolved. And it's been set to pending customer response, please do. Just go ahead and close it, it makes it much easier for us to see the problems through the massive number of cases that are open. We're also seeing a lot of cases where
Shannon Pritting: The question is very general and
Shannon Pritting: You know, not really focused on what you're trying to achieve through the case. So as you submit a Salesforce case, think about
Shannon Pritting: Focusing it as much as you possibly can and what your end goal is from submitting that case.
Shannon Pritting: And often what we're seeing with Salesforce cases that are stale problematic is that it's really unclear what is being asked in the case. So it's harder for the X Libra.
Shannon Pritting: Support people to provide you with with the services if it's unclear what you're trying to do. So I know that's sometimes hard. So, you know, just try to keep that in the back of your mind.
Shannon Pritting: And going back to responsiveness and helping us with putting in feedback, or escalation. One of the areas that we've consistently brought up and addressed with excellent Bruce is that
Shannon Pritting: The time to response. And, you know, beyond just a we received your case and actual meaningful meaningful response for Tier one is an area that we're looking for improvement. So
Shannon Pritting: It doesn't mean that we are expecting that they fix everything in two days. But we would at least like to see some sort of a meaningful response so that you know cases don't go into a tier one black hole so
Shannon Pritting: Another thing that we're seeing as we look through big groups of Salesforce cases is that some things that we would see as a high priority, they're being put in with a low priority or
Shannon Pritting: You know, not an appropriate priority level, and that is something that actually takes very seriously. So if something is having a large impact on your workflows.
Shannon Pritting: Or it's affecting usability or the users ability to get to content, put a high priority on it. And if something is truly down
Shannon Pritting: Put a system down and then that triggers different response times, etc. So really think as hard as you can about the priority obviously not everything is high priority, but you know something is preventing you from doing your work. That's a high priority, at least in my
Shannon Pritting: And this is an area that I just want to be upfront that I'm not sure that we're, we have the magic solution on this. This is a an issue that all consort dia
Shannon Pritting: Who have used Alma for any length of time that this is a this is an issue, is it we're already starting to see dozens of cases that are sitting in pending release in pending development.
Shannon Pritting: And we, we will we will continue to talk about this, but know that this will be an issue that we're going to continue to struggle with and prioritization with this as well. So some of the, the general trends, any questions thus far.
Shannon Pritting: Um, so some of it. One of the things that I would ask that you start doing is just a matter of a matter of practice.
Shannon Pritting: Is if you submit something and you're not getting a response in a couple of days. And it's sitting in tier one or somebody gives you a, you know, kind of an automated responsive hi i'm john doe. I'll be taking care of your case.
Shannon Pritting: Reminder, the cases are, you know, dealt with in the order that they're submitted, something like that, just kind of a general auto response and it
Shannon Pritting: Multiple days have have gone by multiple business days and you don't get any communication back put feedback in and you can see the feedback blue button on the case that says
Shannon Pritting: I would like better update frequency. In my case, so that helps us to say to X Libra this you know we are seeing lots of feedback in cases that the update frequency is
Shannon Pritting: You know, not, not what people would like to see. And then what this also does is it triggers the manager of
Shannon Pritting: That specific case, you know the the consultants, who's on that case that they get a notification that there has been feedback and they need to look at that case. So it helps escalate and then it also helps to
Shannon Pritting: Give us some more tools to talk to X leave us as well. So we're looking at resolution times responsiveness. But we don't have the type of tools to do the granular searching and reporting that we would need to identify every single case where there's a slower than
Shannon Pritting: than expected time for a response on a case.
Shannon Pritting: And we've not seen a lot of the in case feedback all the in case feedback has been submitted by us as we're going through and looking, but if you can help us with that. That would be something that we would really appreciate and I think you'll see
Shannon Pritting: At least some better communication from your case by doing that.
Shannon Pritting: And then if there's something where you're really not getting any sort of traction. And it's and it's something that's having a large impact on your workflows on your ability to get your work done.
Shannon Pritting: If it's something that is
Shannon Pritting: You know, not a response level time. You just want to point them back to how much time they said that they would you know if there's something that's inoperable pointed back to you know the the service level agreement that they have. It's
Shannon Pritting: Widely available via the web.
Shannon Pritting: All right, any questions on support and before I move on, I wanted to talk a little bit about primo V and our discussions with supreme of the product managers, so
Shannon Pritting: We regularly meet with the primo V product manager Israel COO char, and then also with the Vice President for discovery solutions GUY BEN per art.
Shannon Pritting: So,
Shannon Pritting: I put out to the institutional leads data for the last month and then also a second spreadsheet of data since
Shannon Pritting: A November 18 19th release, which
Shannon Pritting: Increased the responsiveness of primo V significantly. So we have asked to get weekly reports of primo V speed over the next month, so that we can see that you know that the effect is
Shannon Pritting: longer lasting and that it's stabilizing so it's not quite for every single campus that it's two and a half seconds for 50% of searches and four and a half seconds for 95% of the searches.
Shannon Pritting: But it is, you know, in an aggregate getting very close to those and what
Shannon Pritting: We just discussed at our last meeting that we had with actually breast this morning was
Shannon Pritting: That we would continue to release that data and then if any campus is unhappy with their primo V response times. So the speed
Shannon Pritting: That primo V results are showing that you can contact me and then we'll start to dig into your individual instance of primo V to see what improvements we can try to make in the short term.
Shannon Pritting: I'll post this to the institutional leads, but I just wanted to put that out there of
Shannon Pritting: You know there have been significant improvements. We're, we're trying to make sure that those significant improvements continue and we're still talking with x Libra. And they've also said that every single primo V release.
Shannon Pritting: That we should see not the same.
Shannon Pritting: To, you know, two seconds improvement that we saw from the November mid November release, but we should start to see
Shannon Pritting: Continued incremental improvements and then they're not quite ready to share with us open URL resolution time metrics, but they will, in the very near future.
Shannon Pritting: They're making improvements on in many of those areas as far as how how quickly things show up when you're going into services through open URL resolution workflow.
Shannon Pritting: And we'll share out that information when when we have any questions on the prima v.
Shannon Pritting: Pre movie and
Shannon Pritting: Short story on that is big improvements. But, you know, if you still have issues with pre movie resolution or premium V speed, let us know and we can start to connect with
Shannon Pritting: You know directly with the product manager who will look at your individual institution.
Shannon Pritting: Alright so shifting gears a little bit.
Shannon Pritting: Later this week, I'll be putting out a web page where the SUNY library shared services where we will put out all the initiatives that we're working on. Or we plan to begin working on in the
Shannon Pritting: Near future, we're going to break it down so that it's quarterly so that you have a sense of when things are coming so that
Shannon Pritting: We are, you know, providing you one place to look at major initiatives that are that are that are coming up or
Shannon Pritting: That are currently happening. So we'll continue to do the communication that we're already doing.
Shannon Pritting: Through the SLC channels into the working groups and, you know, especially if an initiative.
Shannon Pritting: Requires a task force or involvement from the working group will communicate that way will also communicate via the monthly updates.
Shannon Pritting: But this just I think will give you the ability from an administrative a planning and then also just a general awareness standpoint of what's coming up what's happening and just our general plans.
Shannon Pritting: So that'll be something that for any initiative that you as a campus would like to see working us working on, we would ask that you just put that to the appropriate SLC working group.
Shannon Pritting: Just so the channels are kind of working through you know what's actually relevant for
Shannon Pritting: All of Sunni to be working on so that we're not bouncing it between the working groups from if you send it to us so that you know that the communication happens through the SLC channels and then
Shannon Pritting: What the Sunni library shared services. What we're, what we're, what we're taking on that there's something that's easily accessible to everybody.
Shannon Pritting: And we have updated the institutional leads and then we've added two additional
Shannon Pritting: Pages for other campus contacts, so a contact for resource sharing and then a catalog and contact as well. And the Sunni library server Shared Services staff.
Shannon Pritting: If there's something that's resource sharing related will reach out to the resource sharing contact if there's something that's cataloguing will reach out to the cataloging contact, just to make it
Shannon Pritting: Easier on everyone and you know obviously some campuses, the same person.
Shannon Pritting: Is the contact for every single area just because we, you know, it's a small staff. So we'll use whoever is listed in that campus contact area from the institutional lead or cataloging or resource sharing standpoint.
Shannon Pritting: A quick update on si s integration.
Shannon Pritting: So we've had some discussions with seek us about upcoming improvements, things like including preferred names.
Shannon Pritting: Looking at preferred addresses and how do we manage those because that has been causing some problems with a printing and some other you know some other things with communication as well. And then we've asked them to look at improvements on required fields or
Shannon Pritting: Forcing errors if a field that is important, such as email address is missing from the entire file.
Shannon Pritting: And our last communication we seek us is that they're going to form a focus group to review story on and then look at testing and development of the new features and
Shannon Pritting: We sent them suggested campuses and contacts for you know campuses where there was a good IT person and somebody from the library.
Shannon Pritting: To give them input on areas that they should continue to develop. So we don't have any firm date on that but know that that's in the works. And whenever we have
Shannon Pritting: More timelines or information will share that with you and Gail and myself will be working with seekers and the focus group, just to kind of make sure that everybody's connecting up with the alma side of things as well.
Shannon Pritting: And you know, I consider this a major success Gail has done a lot of work on this to get us to the point where only two campuses have not run si s integration at least one time and many of you have run it many times.
Shannon Pritting: So, you know, this is a major, major accomplishment and, you know, hopefully, if we can get any data out of the last two campuses. We could have everybody running si s integration.
Shannon Pritting: We've had Bill Jones, create a variety of custom applications to get people so that they can run the si es synchronization, even if they don't have banner, etc.
Shannon Pritting: So just one positive and something that, you know, we, as, as we've said multiple times, we will continue and by we I mean the SUNY library shared services will continue to support you.
Shannon Pritting: On si s integration, you can come directly to us for six months after go live. So we'll help you get started into the next semester. And then at that point we will ask that you start doing your si s integration work and synchronization on your own, Gail. And I have a variety of
Shannon Pritting: Appointments that you can schedule on the SLC live Cal we've reached out to those who we know haven't done SMS integration much but you know after the after we're into the spring semester will start asking you to do this yourself. If you don't have an extended contract with us.
Shannon Pritting: I'll turn it over to Michelle who's been most into the thick of it with CDI to give you an update on CDI
Michelle Eichelberger: Hey everybody, a little bit of information about the CDI and how that's going the task force has begun testing. We're now in week two of our testing.
Michelle Eichelberger: And the things we're looking at are the move report and that report that shows all of your collections that were copied over from the PCI to the CDI
Michelle Eichelberger: This week we're starting to play around with activating collections and Alma
Michelle Eichelberger: And then starting next week, we're going to be doing a lot of testing comparing PCI search results with CDI search results. Again, the two systems are living next to each other until go live.
Michelle Eichelberger: So we can do comparison searching, which is really great. We have a special base camp set up with x leavers which is allowing us to communicate with them throughout this process.
Michelle Eichelberger: And then at the end of the test period, we will report on our findings in the Sunni HQ base camp, we're also hoping to prepare best practices documentation and we will do some training to help you get a better handle on what CDI is how to manage it and all
She can go ahead channel.
Michelle Eichelberger: December on the primo highlights the release notes, links are here on this slide. Not as many things. This month as last month, there is a new merge patron option in Alma, it's a little complicated to get it to work. But you do now have that option.
Michelle Eichelberger: In primo there are now pending approval codes, meaning that in the my library account area.
Michelle Eichelberger: In primo you'll get a better tracking of where things are in terms of renewal your patrons will be able to see if it's been approved yet if it's pending approval, those kinds of things.
Michelle Eichelberger: And with your virtual browse on your primo full records. You can choose to include electronic material such as ebooks. It's not automatically activated, but that is something that you can look into doing
Go ahead.
Michelle Eichelberger: Reminder Cafe is still going strong. We're starting discovery in December, we will not have a meeting this Thursday, because everybody will be at Thanksgiving, hopefully.
Michelle Eichelberger: So you can see the list of topics will be covering for discovery. We do have MCS for these sessions. So that's great. We really appreciate everybody's participation in the series. And then there's the cafe on online link if you would like to sign up to present anything or join the sessions.
Michelle Eichelberger: We're looking at statistics and we wanted to do a little coverage of what's happened in the five months since go live.
Michelle Eichelberger: So you can see the kinds of things that are happening. These are all stats that are coming from Libya answers.
Michelle Eichelberger: Probably the most impressive thing is there have been 19,000 FAQ views. So that's great to see that the hard work. We put into creating FAQs is paying off.
Michelle Eichelberger: I do know that people even from outside of Sunni are looking at our FAQ, and they do come up pretty high on the list. When you do a Google search for various online primo topics. So that's great.
Michelle Eichelberger: The top search terms in the Libya answers have been resource sharing and Iliad, and that's a testament to the great FAQs that Tim has put together.
Michelle Eichelberger: Just some general information about the busiest search day tends to be Wednesday. And when I say search. What I mean is searching of the repository for the FAQs.
Michelle Eichelberger: And then 211 live answers tickets answered, so that's great to those do take a lot of time to work through. So that's quite a bit of work that's been done there.
Michelle Eichelberger: And 110 FAQs have been added in the past five months. So thanks everybody for continuing are continuing contributing and for using the live answers and I'm Shannon. Thanks.
Shannon Pritting: Alright, we'll turn it over to Tim for resource sharing update
Timothy Jackson: All right. Thank you Shannon and if you could move the slide for it, please.
Timothy Jackson: All right. Hi, everyone. I just want to start out by giving you a sneak peek of November's resource sharing request volumes and please keep in mind that
Timothy Jackson: This data I generated it on Friday. So it's only current up through Thursday the 21st. So it's not quite an entire month but it is, you know, a pretty significant chunk of November.
Timothy Jackson: And on the borrowing side of things. You can see that the University of Buffalo is still our biggest borrower by a wide margin followed up by Geneseo Binghamton Albany and purchase.
Timothy Jackson: On the lending side. We're seeing a better distribution of requests Albany is our biggest lender followed up by being I'm 10 and then buffalo Brockport in New Paltz Shannon, if you could move forward please
Timothy Jackson: So like I said,
Timothy Jackson: We're still seeing more borrowing activity at Buffalo than we are anywhere else. And again,
Timothy Jackson: The reason behind that is buffalo is one of the few Sunni institutions that has decided to include the Sunni catalog in their everything search. So when their users.
Timothy Jackson: Land and primo and just do a generic search without changing the search scope that that search will include items held by other senior institutions. So buffalo's users are seeing those records and they're requesting them.
Timothy Jackson: Now,
Timothy Jackson: As you saw, buffalo is our biggest borrower. They're not our biggest lender. I am actively trying to increase their lending volume.
Timothy Jackson: For two reasons, mainly because if they're going to be the biggest borrower. It's only fair that they're also the biggest lender.
Timothy Jackson: And also, by pushing more lending request to Buffalo. I'm taking some of the pressure off places like Albany and Binghamton, and I'm doing this by customized wrote a management.
Timothy Jackson: I've started at SUNY Geneseo. So I just wanted to take a quick moment to thank them for allowing me to edit their rotors, so all of their requests, if they are four items held by buffalo will always go to Buffalo first
Timothy Jackson: And I've seen some success so far buffalo's lending volume has increased some I'm not seeing any evidence of what I've done impacting turnaround times at Geneseo which is good.
Timothy Jackson: So I'm going to leave things as they are for the rest of this semester but granted I don't notice any problems at Geneseo. I will be reaching out to some other libraries over the winter break to talk about the possibility of pushing more of their borrowing requests to Buffalo.
Timothy Jackson: So if you could move on to the next slide. Thanks. I also wanted to show you some turnaround time and fill rates statistics.
Timothy Jackson: On the fill rate side of things, the numbers continue to improve we've seen almost a 10% increase since August. So we're up almost to a 60% fill rate for resource sharing requests within the network so
Timothy Jackson: That number is still lower than we would like it to be. So we are working on that. I will be talking about that in just a second.
Timothy Jackson: On the turnaround side of things. I'm very pleased by what I'm seeing. As you can see,
Timothy Jackson: Back in August, the average turnaround time was for a resource sharing request was 4.7 days so far this month, we've got that down to 3.9 days so that's that's really fantastic and and keep in mind what that 3.9 days represents is
Timothy Jackson: The amount of time that passes between the user submitting a request and the user being notified that the item, they requested is available for pickup.
Timothy Jackson: It includes weekends. It includes holidays. So it's basically just raw turnaround time from the users perspective. So for for physical materials, I would say a 3.9 day turnaround time is really, really good. I'm really pleased with that.
Timothy Jackson: So I just want to take a brief moment to thank everyone who's been processing lending requests throughout the SUNY system for staying on top of things and
Getting requested materials out the door in a quick manner.
Timothy Jackson: And Shannon, if you can move on to next time. Thanks. So like I said,
Timothy Jackson: The turnaround times are getting better, the fill rates are improving.
Timothy Jackson: I think the most recent fill rate improvement is
Timothy Jackson: Mostly the result of work we've done to divert article requests from Alma to Elliot, because we were seeing some article requests being submitted through Alma and those were just pretty much automatically failing and being exported to Elliot. So we've done some work.
Timothy Jackson: To make sure that those requests are being sent straight to Elliot, so they're not even going through almost resource sharing process.
Timothy Jackson: And what we did there is for libraries, who hadn't already set up an alien je S So users could submit requests directly to Elliot from primo for articles, we went ahead and did that for you.
Timothy Jackson: And I just want to take a brief moment to thank Christie Lee, she's not on this car, and now she's on vacation, but she did a lot of that work before she left. So I just wanted to say thank you to Chris
Shannon Pritting: Christie's here she's
Timothy Jackson: Oh. Oh. Welcome back. Christie. I'm sorry.
Timothy Jackson: And I also just wanted to let everyone know that Michelle and I will be conducting a session on Iliad, je SS and display logic on December 11 will be will be talking more about how to
Timothy Jackson: Handle article requesting the article requests from Alma to Iliad.
Timothy Jackson: So please keep an eye out for more information on that. And lastly, I just wanted to let you all know that we're still working with x Libra on
Timothy Jackson: Potential issues with the locate process because I am still seeing some requests, where
Timothy Jackson: Lenders are not being identified where I believe they should be. So we do have an active case on that and we're continuing to work with x Lieber so hopefully working through that will help get us as far as our fill rate goes helped get us up above 60%
In Canada, excellent.
Timothy Jackson: Great, thank you. I'm just a handful of other resource sharing related related things I wanted to point out
Timothy Jackson: So the printouts queue function when it was initially rolled out back in October.
Timothy Jackson: It was only available to
Timothy Jackson: Users with an administrator rule.
Timothy Jackson: And I know that some libraries that may have adopted this for the resource sharing printing chose not to. Because of that, I just want to let everyone know that that
Timothy Jackson: Function is now available to all user roles, it's not limited to the administrator roles. So if it's something you were thinking about using but didn't because of that limitation.
Timothy Jackson: You can go ahead and start using it now because all of your staff should be able to use the printout cues. And just a reminder of what that is.
Timothy Jackson: The printout cues are essentially a list a list of all of the letters that you have printed at your library.
Timothy Jackson: And staff can use the queue to print directly from the web browser as opposed to going through an email. So if you're still having issues with email printing or we're just prefer not to be printing via email.
Timothy Jackson: I would encourage you to take a look at the print out skew and I do have an FAQ on that.
Timothy Jackson: Also, I wanted to let everyone know that back in August, I believe it was x Leber's rolled out a conditional feature for resource sharing requests, unfortunately.
Timothy Jackson: There was a problem with that feature specifically if
Timothy Jackson: A lender sent a conditional to a borrower and the borrower said no, the lending request would be cancelled.
Timothy Jackson: Which is what we would want. Unfortunately, the requested item would remain on the pic from shelf lists. So you would end up with this item on your pic from shelf list with no active request attached to it.
Timothy Jackson: I just want to let you all know well because of that issue. We did not push for anyone to start using this. We didn't include it in anyone's workflow profiles.
Timothy Jackson: But that issue has been resolved so documentation on how to use this and the changes to the workflow profiles that will allow you to use this will be coming soon. So please keep an eye out.
Timothy Jackson: For more information about that on base camp.
Timothy Jackson: Also something else I wanted to point out, I am seeing some evidence that there are certain resource sharing request statuses that people aren't always monitoring on a daily basis. And those are resulting
Timothy Jackson: In some expired requests, particularly request with locate failures. I'm also seeing some renewal requests piling up in queues. So I just wanted to let everyone know that I will be
Timothy Jackson: conducting training sessions on the more advanced resource sharing workflows, including things like locate failures and renewal requests in December.
Timothy Jackson: In fact, the lending session is going to be on Friday, December six at 1pm and the borrowing session session will be the following Friday, December 13 also at 1pm
Timothy Jackson: So I would strongly encourage everyone who does research sharing work to attend those sessions.
Timothy Jackson: Because I'm hoping they will help tighten up things and you know help drive down our turnaround times a little more and Shannon, if you could go on to the next slide. And one last thing I just wanted to remind everyone
Timothy Jackson: November's all my release.
Timothy Jackson: Contained a new method for exporting resource sharing requests that couldn't be filled in Alma to ILLiad
Timothy Jackson: It uses an API instead of Elliot's email import feature, and I'm sure anyone who's been using Elliot's email import feature is familiar with.
Timothy Jackson: The limitations of that feature and the issues with that feature. So I just wanted to take a brief minute to remind everyone that this new
Timothy Jackson: API based export method is available. I've included links on how to configure it, and how it works. There are links here to the FAQs. I created
Timothy Jackson: And I also wanted to let everyone know that this new export feature has opened up some opportunities for tightening up all my ILLiad borrowing integration. So Bill Jones and I have been doing some work on the borrowing and sip add on, we will continue to do some work.
Timothy Jackson: Once bill is back from his trip to Italy and so please keep an eye out for that because I'm, I'm hoping what this new add on will be able to do is
Timothy Jackson: When a request gets exported and then received an Iliad. Currently, the add on creates a new request and Alma instead of updating the original request.
Timothy Jackson: What bill and I are working on is getting the add on to update the original request instead of creating that second new requests, which should
Timothy Jackson: Should be helpful to both library staff and library users and we're making good progress. We're not totally where we need to be. But we are working on it and more information on all of that will be forthcoming soon.
Timothy Jackson: So that's everything I wanted to talk about, um, any questions from anyone.
Timothy Jackson: Alright, thank you very much.
Shannon Pritting: All right, I'll turn it over to Maggie.
Maggie McGee: Thanks, Shannon. If you can move forward, please. Thanks.
Maggie McGee: Hi. Hi, everyone. I just wanted to know, with some of the network maintenance that's going on. I know last month I said I was going to start purging
Maggie McGee: Goes five records in the network zone. BUT JUST SOME CAMPUSES concerns and even the questions last time led me to believe that I should then I'm going to give you a little more time probably another semester, if not longer depending on how long it takes campuses to start blinking.
Maggie McGee: Their eyes he records to network zone. I know some campuses have been working very hard and hopefully it's take some pressure off that you don't feel that
Maggie McGee: You need to be done quickly, so just please if you are working on this please keep working on this. If you haven't started working on linking your ice records to network zone, please start
Maggie McGee: Looking at this, and working on this so that we can start to clean up the network zone. So these records are no longer in the repository. If they indeed do not have any whole campus holdings.
Maggie McGee: Another issue in the network zone in our Eb sources that most of them have migrated in but some have also been imported in from OCLC nightly jobs.
Maggie McGee: Or from OCLC exports directly into the network zone from campuses. So I've been working on cleaning up EV sources that have gotten in since migration.
Maggie McGee: That have no campus holdings. Some may have caps holdings from that period after migration, because they were inadvertently ordered from the network zone.
Maggie McGee: So just be careful that your campuses are not placing orders on Eb sources from the network zone because it creates other issues where instead of getting a CZ icon to get to network. So an icon.
Maggie McGee: And you can't activate it the way you would if you had added it to your eyes he as an electronic resource or activated it from the CC
Maggie McGee: And when I was mentioning before that some records are still coming in through the OCLC nightly job that's for new records updated and merged records.
Maggie McGee: And I updated the filter and refined it so now it is also going to remove any records coming in that have a position of 23 and the oh eight of Q which is a direct dial or electronic
Maggie McGee: And or if they have a 337 subfield a that says computer. This should help eliminate any of these residual he resources that have been coming in through the nightly jobs.
Maggie McGee: You can move forward. Shana.
Maggie McGee: And other aspect of the network. So it is API orders. So we have this API based ordering task force that began this month, the members are Marla Bruner Kate Jones myself Jason Parker know Rob and Marion stern
Maggie McGee: We commenced on 11 four and we are meeting every other week and our charge is to evaluate how the API based ordering
Maggie McGee: Within the Sunni network environment will impact things to create policies and best practices. So far we're working on.
Maggie McGee: You know, we looked at the charge, we're looking at evaluating how the how the resources or API orders are coming in. Currently,
Maggie McGee: Some of these campus, some of the members have their API is going to their ice. So we're just evaluating and they're looking at. They're ordering and how many things are
Maggie McGee: They do order directly through vendors and how this would improve the process and how best to handle things
Maggie McGee: So we're looking at the seriously and seeing what the impact of API based ordering in a network. So, and will be for everybody. And what what the recommendations and policies are that will surround this as a result of our findings.
Maggie McGee: I put a link here to the live guide for the task force. So you can see the agenda is the meeting minutes. And when we do develop best practices and policies they will also be there.
Maggie McGee: I've been working so I had posted in base camp in October about OCLC new sir new FTP server and the new FTP server really
Maggie McGee: You know we're supposed to move over to December 31 of this year and I have put a link here on the documentation.
Maggie McGee: About the file exchange the new servers. So if you're using. OCLC for anything besides you know publishing profiles, please look at this documentation, because you may need to make some changes.
Maggie McGee: To your FTP servers for primarily in Alma. This is impacting publishing profiles.
Maggie McGee: And when I was testing this after getting the information from Maureen.
Maggie McGee: That it was failing. So I reached out to OCLC first because I thought it was a problem on OCLC side.
Maggie McGee: And they do not have any problems on their side. So I went to actually Burris and what has been discovered over this time is that
Maggie McGee: Almost not allowing the absolute path to be used, and as a result it is not sending the publishing profiles to the correct directory in OC at OCLC
Maggie McGee: So it's a big problem, both X sleepers and OCLC are aware, even in the documentation for the link that I put up there. There is a known issue about X sleepers. Now, as a result.
Maggie McGee: Of these developments.
Maggie McGee: And so, Shannon is also involved in this escalating the case because
Maggie McGee: We met with this week we met twice because we met about the cases on last week. Sorry. We met about the case.
Maggie McGee: On cases and other issues on the 20th and at the end of the week. I met with OCLC next labor's to see if we could escalate this and move this forward so we can meet this OCLC deadline. So just to give you a timeline. The cases opened on October 4
Maggie McGee: And then our I met with actually person. OCLC on the 22nd and the case was also escalate on the 22nd.
Maggie McGee: And as of this morning we received an update to our Salesforce case that after actually versus evaluate this.
Maggie McGee: That they can't promise any soon as the change can take place is early February, so they are now in communication with OCLC because they have to coordinate with OCLC and OCLC will then have to
Maggie McGee: Communicate with us about how to best handle this. They did express OCLC did express that they could
Maggie McGee: Possibly extend the deadline. And at this point, it looks like that's what they're going to have to do, but I have no I have not heard back. So I want to just keep you up about what's going on with these changes with the new FTP server.
Maggie McGee: So if for some reason.
Maggie McGee: So for now, don't make any changes in Alma to your publishing profiles regarding this at all. And for the 30 campuses that we set up publishing profiles.
Maggie McGee: I will be responsible for making these changes. So, for the time being. This is at a standstill, but we are working to try to get this move forward more quickly. So there's a resolution and we'll keep you updated.
Maggie McGee: I know that Michelle mentioned some release notes, but I just wanted to focus of Pew about resource management so November I had posted and
Maggie McGee: Base Camp about the institutions down networks own now being included in the search resources and the search profile for the MD editor. So the base camp link will give you information on how to
Maggie McGee: You know how to set it up if you would like to be able to search in the network zone.
Maggie McGee: There, which is a nice feature. It wasn't there before and then December. I just wanted to let you know there's a few things that are just a few highlights. There's a lot of
Maggie McGee: Things being corrected in the December update for resource management. So look at the December upcoming release notes because
Maggie McGee: I didn't notice any that were in a base cases that maybe there is something that is potentially affecting your campus and you just want to be up to date that these changes are occurring.
Maggie McGee: So something that kind of crosses the ground between fulfillment.
Maggie McGee: And resource manager is that freedom. I'm
Maggie McGee: Sorry, I just want to jump on. Sorry about that. I want
Maggie McGee: To jump somewhere. So he jumped down to the bottom. Sorry loan statistics.
Maggie McGee: So before you do is physical repository, you'd have to do a physical item repository search to be able to see low and statistics.
Maggie McGee: So it's really cool. Now it's, you don't have to worry about that. If you do a physical title repository search, you can now see loans statistics.
Maggie McGee: So it's really a nice a nice enhancement, because we all forget or you think it's not working or something happened. If you're in the wrong search. Now, it doesn't matter if you do a physical title or physical item search, you'll be able to see alone statistics.
Maggie McGee: So I'm going to go, you can go back channel. Sorry.
Maggie McGee: I jumped to the bottom. I didn't mean to. So the physical item export. I just want to let you know about December, it's going to include the OCLC number before did not so it's nice because it will now allow you to see the OCLC number
Maggie McGee: There is the semi annual re indexing is coming up. And they do this re indexing and Alma so it improve search mechanism. So this will impact. You know, you know, searching in Alma so December is slated for their semiannual re indexing.
Maggie McGee: That's an important piece of information you can look at, see what kind of things that are included.
Maggie McGee: A local call number of duplication check was also added
Maggie McGee: Which is nice doesn't really pack too much of us, but I may impact some of this. So it's nice that you can look at the local call number to see if there's any duplication on the MD import the ISP and match found between subfield Z important record 20 of subfield existing records.
Maggie McGee: With the ISS. And so now the matches are only found between the same pub sub fields before they were not being able to match on these different sub fields.
Maggie McGee: So now I'll be able to do that will be able to find matches. When you do a search
Maggie McGee: On the exact same sub fields, instead of just being able to match on one. So that's an improvement.
Maggie McGee: Does anybody have any questions before we move forward to training.
Thank you.
Shannon Pritting: Alright. Thanks, Jennifer, I'll turn it over to you.
Jennifer Koerber: Okay, go ahead and move forward.
Jennifer Koerber: Hi everyone this is Jennifer korver I just have a few quick updates on training.
Jennifer Koerber: That we've been doing and recent trainings. We've gotten off to a good start with both our online trainings and one in person set of trainings. So we've done a few webinars on resource sharing and on
Jennifer Koerber: Resource Management, but also, we did a two two days worth one in Middletown, and one in Syracuse have full day sessions on analytics basics. So we had
Jennifer Koerber: Between the two sites. We had 40 participants more than 40 participants and eight presenters and we took
Jennifer Koerber: Everyone from the absolute beginnings of whether, when in whether to use Analytics versus Alma to get information and data out.
Jennifer Koerber: To creating new analyses and finding and copying and editing shared reports and then more on function.
Jennifer Koerber: Going through different features of analytics by using functional area. Examples of reports as ways to explore the the interface.
Jennifer Koerber: We are going to then be taking all of that information that we got from providing those trainings and we will be turning it into additional online trainings moving forward.
Jennifer Koerber: So I just wanted to let everybody know that that's that's coming. So we didn't do a ton of training in November, because there was a lot of other stuff going on for SLS S, but there is a lot more to come. Go ahead, Shannon.
Jennifer Koerber: As the slide indicates, we have a ton of trainings happening in the next three weeks.
Jennifer Koerber: AFTER THANKSGIVING. In the first beginning of December in basically every area that's available to us. So as you can see
Jennifer Koerber: That search for analytics again taking that very beginning of the analytics training process and starting that
Jennifer Koerber: ebook activation ordering ebooks resource sharing a few different topics, making, excuse me. Oh, we are content discoverable. A drew primo
Jennifer Koerber: Merging brief records and at the end of the 19th and 20th of December and then again in January 6 and eighth
Jennifer Koerber: There will be a number of si es load working sessions and so as Shannon mentioned earlier, that's something that
Jennifer Koerber: Shared Services is continuing to work with campuses on and there will be these online working sessions for folks to work together on them and Lauren, I'm about to do that. Give me one second. Go ahead, training, go ahead, Shannon.
Jennifer Koerber: So you can wait. Yeah, looking at
Jennifer Koerber: First of all, go ahead and bookmark the training calendar. This is a live Cal calendar and it is now chock full of most of the sessions that you saw in that previous list.
Jennifer Koerber: There's a couple more that are still in the process of being added, which is waiting for a little bit of information to come
Jennifer Koerber: In addition, there is also there are also a note. Another few sessions that are coming up that we have not firmed up the scheduling for including two more analytics trainings.
Jennifer Koerber: We make it a third in there. But definitely, these two are going to happen at some point in December, with more coming in January.
Jennifer Koerber: And then at some point in either December or January, there will be more on sharing request lists and and looking at active notes and along the same lines as the initiatives page that Shannon mentioned at the beginning of this update
Jennifer Koerber: We have been working on. We and by we I mean the shared library services training team have been working on both a six month training plan November through April.
Jennifer Koerber: And we've also been working on putting together a curriculum maps. So these are taking apart the different functional areas and Alma and
Jennifer Koerber: Really getting a sense of what trainings would, would a person new to the system or new to SUNY need to get up to speed to do their work and we have obviously based that on
Jennifer Koerber: On how other institutions have done their training and then tailored specifically to the circumstances at SUNY so though we've been assembling those we have them fairly well finalized at this point.
Jennifer Koerber: And the goal of putting those together is to provide training on a more regular schedule. So you should see that training coming out of shared services on that more regular schedule in the months to come. Go ahead, Shannon.
Jennifer Koerber: There we go. In addition, these are all that curriculum mapping specifically is also helping me put together the functional area training guides
Jennifer Koerber: They've been under development since I started back in August and now with that map those maps in place.
Jennifer Koerber: I will be publishing. The first of these guides in December. And I'm going to start with the trading overview guide, otherwise known as the. Okay, where do we start with training for Alma and pre movie.
Jennifer Koerber: And then search navigation. The guide for fulfillment in the guide for analytics. Both are largely done
Jennifer Koerber: And if you want to see an example of a guide that is basically finished.
Jennifer Koerber: Though the advantage of putting them in these guides instead of any kind of handouts or manual is that we can constantly update as all the updates and premium updates. Check out the almost sets and jobs example which the URL is there and we can put it into the chat momentarily.
Jennifer Koerber: That training. By the way, the trading overview guide will also contain the lib Cal calendar as an embedded widget. So it really will be a, where do I start, including what trainings are coming up that have been announced.
Jennifer Koerber: And that's it. Any questions about training.
Shannon Pritting: Alright, thank you, Jennifer.
Shannon Pritting: any general questions or any comments or anything else on on any topic that we went over today.
Shannon Pritting: Feel free to unmute yourself or type in the chat.
Shannon Pritting: Thanks, Janet.
Shannon Pritting: Any last questions.
Susan Davis (UBUFF): Hi. Sorry, I, I can't chew as fast as I would like. I'm
Susan Davis (UBUFF): Sure. This is Susan. I just wanted to go back to something Maggie was talking about with the semi annual re indexing. Well, what was the schedule going to be for that again, please.
Maggie McGee: And it's just in December release is when they're doing it and they just re index how searching
Susan Davis (UBUFF): Okay, so it'd be like December and June, that'll be
Maggie McGee: That would be my assumption.
Maggie McGee: Is that it would be the June release as well.
Susan Davis (UBUFF): Okay. Very good. Thank you.
Shannon Pritting: Any other questions.
Shannon Pritting: Alright, going once
Shannon Pritting: Going twice.
Shannon Pritting: Alright, so I will stop sharing and stop the recording and I'll be posting the recording of this