Shannon Pritting: Alright, we'll get started. So welcome to the June.
Shannon Pritting: SUNY library shared services update. We'll just get started.
Shannon Pritting: If there's any questions that you'd like to ask as any of us are presenting, feel free to put it in chat or
Shannon Pritting: You know if you'd like, you can also unmute yourself, you should all have that ability.
Shannon Pritting: Just a quick update. I know I've been in contact with everyone who was trialing AND and OR interested and we are
Shannon Pritting: Working on finalizing the contract with the vendor for one year.
Shannon Pritting: So about a third of Sunni ended up subscribing to live key there was more interested in that than that. But it did tough Financial Times. I think a lot of people
Shannon Pritting: Were having trouble justifying this as a new expense.
Shannon Pritting: So we'll focus on the one year for now and then see you know kind of what what we're able to do going forward.
Shannon Pritting: But
Shannon Pritting: You know, just in the immediate future for the campuses, who were trialing and indicated that they did not want to continue with lip key will work with third third iron to
Shannon Pritting: Shut off your access and will remove all of the configuration from all mine primo just as we added that Alma and primo configuration.
Shannon Pritting: And will communicate with you as you do this, but we'll do this as quickly as we can. It's probably going to take a couple of weeks, just because it's
Shannon Pritting: A lot of back and forth with the vendor and multiple steps in Alma and primo so we'll try to make this as seamless as we can. And then those of you who have have indicated that you're interested will be reaching out about
Shannon Pritting: Participating institution agreements as well because this will be on the recharge that will hit your campuses.
Shannon Pritting: Early next year late this year. So in the next year's recharge.
Shannon Pritting: So we also this morning had a meeting with a variety of administrators at x Libra.
Shannon Pritting: And we had, we had provided a business impact memo to actually bris
Shannon Pritting: indicating how extremely problematic frustrating. It was for our march through end of April or into may repository jobs or activation JOBS ISSUE WAS and we had been consistently asking for a root cause.
Shannon Pritting: And some sort of a follow up.
Shannon Pritting: So the root cause that we were provided with in this meeting. And I'll talk a little bit about the rest of the discussion in that meeting was that there was a defect with activation jobs that was released in the the march update that
Shannon Pritting: It was supposed to this this update was supposed to allow jobs to pick back up where they ended to make
Shannon Pritting: Job catch up easier and better, but the defect instead would make jobs continuously loop back to the beginning. And since there were a lot of jobs being activated and then we had problems finishing jobs. It was, you know, an endless loop that just spiraled out of control.
Shannon Pritting: So actually risk fix this issue.
Shannon Pritting: On right around April 16 but then after that it took longer for us to see these problems resolved, because by the time the issue was the root issue was fixed. We had a pretty severe primo indexing backlog. So from April 16 forward X Libra.
Shannon Pritting: And the prima V team continued to
Shannon Pritting: Work to try to get ahead of our backlog so that primo indexing was caught up.
Shannon Pritting: With all of the activations that were, you know, had been happening for those those multiple weeks or that were being put at
Shannon Pritting: primo in in that in that short short amount of time as well.
Shannon Pritting: So,
Shannon Pritting: That's really what happened is that the activations that there was a defect and then it then led to a pretty severe backlog.
Shannon Pritting: And I know we've had constant discussions about primo indexing and this is a bit different in that the problems that we had in July of last year after we went live where that primo
Shannon Pritting: Okay, I'm assuming everyone can hear my sound Leslie, you might want to check your audio the
Shannon Pritting: Problems that we had in July and around go live.
Shannon Pritting: Where the primo indexing wasn't seeing things that it should be indexing and that wasn't the case here. It was just a backlog.
Shannon Pritting: And they've certainly tried to optimize so that they can index faster.
Shannon Pritting: So,
Shannon Pritting: You know, it's not great. It's certainly disappointing that we had to go through this, but I, you know, it doesn't look like this is back to the same issues that we were having or you related to not picking up things that should be indexed, as far as primo
Shannon Pritting: So on on the X Libra and
Shannon Pritting: They get especially since primo V and Alma is so tightly integrated
Shannon Pritting: They owned that they were
Shannon Pritting: Not doing as well as they should have with facilitating the troubleshooting between the primo and Alma team. So going forward, if we have a problem.
Shannon Pritting: They'll designate someone at a program manager level or a VP level, who will coordinate this across both teams so that we're not having to
Shannon Pritting: Spend a lot of time troubleshooting and then spend even more time advocating for actually risk to cooperate more between departments.
Shannon Pritting: And you know, I think they were pretty upfront that they understood that they know they need to get better at that. And then they also acknowledge that they need to communicate better with
Shannon Pritting: With us as a group and then says institutions when there are problems like this. So,
Shannon Pritting: You know, I did escalate this enough where I was getting regular phone calls phone updates text updates email updates on a daily basis, sometimes multiple times a day with the director of North American support, but
Shannon Pritting: You know he he indicated and you know the rest of the team indicated that they wanted to go beyond that so that we would have more exposure to the overall
Shannon Pritting: Efforts and what was going on. So not just working with a support contact, etc. So overall, you know, it certainly doesn't fix what happened in the problems that we had
Shannon Pritting: You know, over the course of a month, month and a half. But you know, I think they really took this and looked at their organizational and technical problems as well so
Shannon Pritting: We'll keep an eye on this. We're using this to put pressure on a variety of other areas too. So, you know, I think.
Shannon Pritting: We're approaching this in a way that is this has serious business repercussions. We're not going to argue about this. It's all about, you know,
Shannon Pritting: How do we get to the, to the best solution and actually explained a lot of how the system works where we had been asking and hadn't been getting clear answer. So I thought it was a, you know, pretty productive meeting this this morning, so
Shannon Pritting: If anybody wants any follow up to this, just let me know.
Shannon Pritting: And we're, we're happy to, you know, discuss further as well.
Shannon Pritting: Alright so on to some other vendor relations and in discussions. OCLC agreement update. It's about this time of year when people are saying, oh, I looked the agreement is not updated yet. And we're always down to the wire every single year with the amendments.
Shannon Pritting: Regardless of when we'd get started.
Shannon Pritting: So we're just waiting for one final signature on the Sunni and and I checked with procurement and I said, Do you anticipate any sort of delay or that it's not going to get
Shannon Pritting: Approved by June 30. And the answer I got back was no I will check back in the end of this week to see if it has been finalized.
Shannon Pritting: So we should have the final year of the five year Master Agreement, which has flat pricing.
Shannon Pritting: And then in the very, very near future, we'll start talking about next steps for
Shannon Pritting: Agreements for the OCLC products or services that they're offering
Shannon Pritting: And we'll start communicating with specific functional area groups that will be most affected by this so that we
Shannon Pritting: So that we have a good pool of people who can review responses to whatever contract vehicle we have
Shannon Pritting: And get the most out of our procurement effort in time because it's really time consuming. We might as well get something out of it. So,
Shannon Pritting: If your procurement people have any questions about this or they're not processing something because they need some sense that this is going to be approved. And it's a problem, let me know. But by the end of the week. I should have
Shannon Pritting: Final Word that this has been approved and it will be updated for for another year.
Shannon Pritting: So I want to thank everyone who volunteered for the SUNY library accessibility cohort, it's it's really one of the more frustrating parts of my job is saying to people who want to contribute who want to be part of something
Shannon Pritting: Sorry, but we had too many people apply and this is the case, we had almost 30 people apply for the cohort, we ended up taking about 10 because we thought that was really all that we could handle at this point.
Shannon Pritting: And, you know, we're going to see how this goes. And see if we can grow cohorts to a larger size in the future, but
Shannon Pritting: This being our first real cohort model. We wanted to stick to something that was manageable, but also something that
Shannon Pritting: Would have good representation from different campuses or types of campuses and then also different functional areas. And I think we got a real, a real good cross section of
Shannon Pritting: People perspectives, etc. So these 10 members plus Michelle myself and naturally from sis admin will be working on.
Shannon Pritting: Moving forward with Sunni library accessibility efforts and you'll, you know, expect to hear from from this group in the near future.
Shannon Pritting: And we're going to be testing this and then reproducing this in some other areas. And I don't want to be, you know, have this be too much of a teaser. But I think we're going to try this and another area to in the near future.
Shannon Pritting: And we wanted to have a
Shannon Pritting: We're happy to have
Shannon Pritting: A practical
Shannon Pritting: deliverable.
Shannon Pritting: To, you know, as the end goal. And then if anything else comes out of the accessibility cohort, great, but
Shannon Pritting: We want to review the accessibility documentation and develop a process that will inform and make something that can be sustainable for the SUNY library accessibility documentation repository.
Shannon Pritting: And then what we also hope to get out of. And we hope that the cohort members get out of this is that training and then group analysis of Sunni wide issues and then also the opportunities as well.
Shannon Pritting: That we learn more about that from a systemic standpoint and then also you know individuals gain expertise we have
Shannon Pritting: Self Directed and and instructor led training as part of this. So I think it's going to be, you know, a good experience and you'll see some things that
Shannon Pritting: All of us can tap into as far as
Shannon Pritting: Shared or group efforts with accessibility.
Shannon Pritting: So if you're interested in joining the discussion, but you're not part of the cohort.
Shannon Pritting: please do join the workplace group that we have for SUNY library accessibility and I know not everyone loves workplace.
Shannon Pritting: And certainly, I know there's a lot of criticism of Facebook in many, many areas, believe me. That doesn't it. We understand that. But there are so many closely connected communities on workplace with web accessibility.
Shannon Pritting: Etc that we thought it was good to put this into workplace because the more people could join, there could be a broader perspective. Some people outside of libraries could also join as well.
Shannon Pritting: So this is a join URL that all you have to do is paste that in your browser and then you'll authenticate via Federation federated authentication and you'll be you should be added to this group.
Shannon Pritting: Alright so on to some nuts and bolts things. So just a few of the highlights from our June monthly meeting and I just wanted to also say if anybody
Shannon Pritting: Would like to come to any of these monthly meetings we have with support to talk about your cases, etc. That's always a possibility or you can just say, Please bring these cases up and that will usually bring some more attention.
Shannon Pritting: So some of the things that we talked about are just the growing number and our growing dissatisfaction with content issues.
Shannon Pritting: Certainly we understand that working with publishers isn't easy, but it doesn't mean that you can just use that as an excuse for not communicating about cases and we gave them a fair amount of examples.
Shannon Pritting: And one of them was Gail linking issues and that we need to see some sort of attraction, some sort of traction on that.
Shannon Pritting: If they need us to lean in on the vendor side with Gail, we're fine. But, you know, we need to at least have some sort of a response from content to do that. And we did ask that.
Shannon Pritting: The content management from the support and would also attend these meetings and be more engaged with us because most of our engagement is with support from an Alma primo perspective and content is in its own separate area of the pro quest and actually bryza
Shannon Pritting: Umbrella.
Shannon Pritting: So we also talked about some other specific issues such as the Save searches letter still having issues that we're going to escalate that
Shannon Pritting: And then I think we've we've been able to get actually ready to move up Course Reserves indexing issues, except for this one issue that is happening at University of Buffalo.
Shannon Pritting: That they just couldn't find the root cause and they need to get another example.
Shannon Pritting: But, you know, this is just another thing of we're trying to tie all of these things together so that we get more attention on things like Course Reserves indexing issues that
Shannon Pritting: It's not like actually just doesn't want to fix it. But they just need this to we they need us to show them this as a priority.
Shannon Pritting: And then we also
Shannon Pritting: Have an engagement with actually breast that has turned out to be more quarterly and a little bit more formal which is which is fine, where we get to pick out a top five where we have
Shannon Pritting: Gone through the process support has identified that that's how the system was should work. And we're like,
Shannon Pritting: That's not how we want the system to work and we don't want to go through the long complicated process of
Shannon Pritting: Idea exchange or nerves and then trying to get enough voting. We want to see this to resolution faster. And I think it's having
Shannon Pritting: A good effect. They've used our experiences with them to expand it to wral see the Washington research library council. So I think actually versus is is trying to engage consorted better. And this is one of their efforts and, you know, I think we've had generally good
Shannon Pritting: You know,
Shannon Pritting: A good, a good experience with this and we already have a few more that we want to add as far as the top five and then we'll be able to add a couple more issues in the august, september timeframe, but
Shannon Pritting: Some of these are based on us trying to just get resource sharing better working tuning it up.
Shannon Pritting: So that if something fails that you can easily rework that request, much as you would with if direct request fails in OCLC or Iliad or
Shannon Pritting: On the lending and the or I guess this is on both ends where a locate would fail for for resource sharing, even if we do have that
Shannon Pritting: So we also
Shannon Pritting: Were were kind of shocked at how this behavior was happening and also when actually Bruce told us that, indeed, that was how the system was designed so that
Shannon Pritting: On a link resolve or page. If something isn't able to match, then it will match on other less precise criteria and will often give the user the wrong information to pass into
Shannon Pritting: Fulfillment options and we're changing that as well. And, you know, also.
Shannon Pritting: The issue with the print versus the E book and being able to interlibrary loan request an E book for a variety of reasons. One would be preference and other accessibility.
Shannon Pritting: And I think, you know, they heard us after we made the case to them and Tim's favorite case if you ever want to get Tim's blood boiling asked about 709070
Shannon Pritting: It's a kind of a running joke with us, but
Shannon Pritting: Finally, this will be solved, where
Shannon Pritting: You know looping without ever with the item not ever getting checked in by the borrower that should happen less because it will at least prompt the user
Shannon Pritting: So,
Shannon Pritting: Just kind of a, an example of when these things are coming out and you know I know this doesn't feel like, you know, something we should be celebrating all that much. But it's been a pretty fast movement.
Shannon Pritting: Into things getting released because we just started this. A couple of months ago so
Shannon Pritting: You know, getting something from concept into a new release in four or five months is is pretty fast in, you know, if it's seen as an enhancement.
Shannon Pritting: So I think this is, this has turned out relatively well and you know i i start we criticize X sleepers a lot
Shannon Pritting: And often, for, for good reason. But, you know, want to give them some some credit for a good initiative that we found is a, you know, been really helpful as well. We plan on getting more wide input on a top five.
Shannon Pritting: You know, the program managers have been talking to their communities about it but
Shannon Pritting: You know there might be some things that were missing. So now that we've tested that this is actually a good path to getting something fixed or an enhancement. We're going to see how we can make make this a bit more participatory
Shannon Pritting: So I just wanted to give three people, you know, a lot of credit lot of thanks, this has been a long road from before implementation to now.
Shannon Pritting: David from Binghamton Joe from from buff state Angela from Morrisville they were founding members of the LSD task force.
Shannon Pritting: And then they rolled into the MSP advisory board, it's been, you know, three years and change. It's been a long
Shannon Pritting: Commitment for them and you know they've been extremely helpful in so many ways moving us to where we are now.
Shannon Pritting: I think we're cooperating a lot more collaborating, a lot more we've moved much more into a shared system and a lot of that goes with all of the time. They've been volunteering to
Shannon Pritting: You know, to, to, to move things forward.
Shannon Pritting: And just the welcome to Nancy Lauren and Potomac from buff. But, University of Buffalo Potsdam and Farmingdale who will be
Shannon Pritting: Or who are the new advisory board members and then David was co chairing and bringing Jessica up to speed and she's now fully the chair of the LSD advisory board so
Shannon Pritting: Thanks to thanks to David Joe and Angela and looking forward to working with the new advisory board members.
Shannon Pritting: So you want to take this one.
Esta Tovstiadi: Yeah, definitely.
Esta Tovstiadi: So hi, everyone. I'm so SLS S has planned a series of workshops focused on collaboration across too many libraries and they're kind of geared towards
Esta Tovstiadi: People in leadership positions or moving towards leadership positions but they're absolutely open to anyone and a shout out to Bill Jones at Geneseo for designing this logo for us.
Esta Tovstiadi: So we have two workshops planned as part of this event. Each one includes some asynchronous pre workshop readings and sort of reflection on those readings and then a two hour synchronous workshop with a facilitator and followed by another asynchronous sort of discussion open
Esta Tovstiadi: Part for a few days following the workshop. And so we have we've lined up to really engaging facilitators for these events.
Esta Tovstiadi: Michael living Clark. The he's the Dean of Libraries at the University of Denver and he's done a ton of work in in library collections, particularly
Esta Tovstiadi: Data Driven collection building
Esta Tovstiadi: And Galadriel Chilton she
Esta Tovstiadi: Is the director, I think of the ivy League's
Esta Tovstiadi: IV plus consortium of of academic libraries and she has done a ton of work, sort of focused on the human element of of project management. So working with with people who are individuals and, you know, not textbook.
Esta Tovstiadi: As a, as it as it
Esta Tovstiadi: Applies to process and managing large projects within academic libraries. So there's more information about the events and the speakers linked in this slide and I will also add those links to the chat.
Esta Tovstiadi: Each workshop
Esta Tovstiadi: It costs $35 and we are able to provide some financial assistance to a number of on tenured attendees.
Esta Tovstiadi: Let me know if you have any questions, and that is all that I have
Shannon Pritting: Yeah, I think so. I mean, these are these are more than just like a single workshop. It's a series of like activities and guided discussions as well. So, I mean, I think it's a really good value for $35, at least from my perspective.
Shannon Pritting: Alright.
Shannon Pritting: Alright, Michelle, take it away. Thanks, Shannon.
Michelle Eichelberger: Hey everybody, so we have been live on CDI it has been almost a month as of tomorrow, which is kind of exciting.
Michelle Eichelberger: There have been many discussions about the CDI and base camp and thank you to everyone who has posted questions out there. I think that's a really good place to get information.
Michelle Eichelberger: One of the things that has come up repeatedly is that people are concerned because they're seeing ebooks, where they weren't expecting to see them. They're seeing them in the article scope.
Michelle Eichelberger: The reason for that is that in the past with the PCI, you would have to deliberately activate an E book collection for searching and in the CDI it assumes that anything you have full text is active for searching. So I wanted to just mention this briefly because
Michelle Eichelberger: What I would like you to remember is that you have control of this. We have done some testing on this and we have found that there is a way to control your ebooks that are showing
Michelle Eichelberger: If you follow these steps to, you know, deactivate your ebook collection. You can go to the CDI tab on the collection and check this, do not show us full text available in CDI
Michelle Eichelberger: And that will stop those records from showing up in your searches, you will still get your almost results, which is good. That's what you want. You want to see the auto books, but the duplicate entry for the E book will disappear.
Michelle Eichelberger: This would also deactivate your chapter level searching for that collection. So you'll have to decide.
Michelle Eichelberger: You know how how you want that to work, but I know the CDI is a change, but please do continue to post questions about it. We're more than happy to help you figure out where your data is coming from and what you can do about it.
Michelle Eichelberger: The CDI is meant to be a good thing, not a deprecation of services. So please do continue to post your questions.
Michelle Eichelberger: And Nancy says will be wanting to set the activation status to not active
Michelle Eichelberger: Um,
Michelle Eichelberger: No, not if you. I mean, if you don't want your collection to be searchable in your expanded search, you would set it to not active, but if you do so.
Michelle Eichelberger: Again, we can we can talk about that on base camp but it's primarily the do not show is full text for the regular searching
Michelle Eichelberger: The, the CTA search activation status has more to do with whether or not you want records to show up in an expanded search and for ebooks, I would think that you would want that is not active because you don't want people getting record results for things you can't get for them so
Michelle Eichelberger: For in case of the eBooks. Yes, you would want to do that, but you may not always want to do that for everything. So, good point. Nancy, you can go ahead, chin.
Michelle Eichelberger: So I just wanted to talk very briefly about a few of the known issues that we've come up against, and we are communicating these checks Leber's and we have made some progress with that.
Michelle Eichelberger: In July, they are supposedly going to fix a problem where if you have what's called a link and record link, and this would be from collections that you would previously have activated and the PCI that the both the index record and the link would come from the PCI
Michelle Eichelberger: This works the same way with this CDI usually these are things like away collections that you did not have cab active and Alma to get them to show up as search results with links in primo
Michelle Eichelberger: But it could be all kinds of things. So you can tell when it's a link and record collection because it'll say Lincoln record right here in the full text linking in CDI but what's happening, unfortunately, is that if you have an article that has both
Michelle Eichelberger: A link and record result from a collection and a subscription result from a collection that is overriding the link and record is overriding the subscription links.
Michelle Eichelberger: So in this case, if you had something that could, you could get it, both from the DOJ and also from Science Direct that science direct link is not going to show up in your view online, which is totally baffling. But that is supposedly going to be fixed in July.
Michelle Eichelberger: We are still seeing missing collection names and this is a an example here view full text and collection that is supposed to be.
Michelle Eichelberger: Fixed soon. I would say they they said that should be done by mid July as well. So instead of just collection, the generic term it will be the actual name of the collection.
Michelle Eichelberger: We've also seen problems with resource types local portfolios availability, but these are things that have all been reported.
Michelle Eichelberger: One of the things that's helping us is that more and more institutions are going live with the CDI and
Michelle Eichelberger: If you look on the primo list. You're seeing that they have the exact same questions, we do. So I think the more groups that go live with it, the more they get the same kinds of questions.
Michelle Eichelberger: The more quickly, things will be fixed. So the nice thing is is that we have a few more months before the fall semester starts and I think we'll be in much better shape by them.
Michelle Eichelberger: And then this is just a link to the known gaps and issues and you're welcome to go take a look at that. You can go ahead Chan.
Michelle Eichelberger: So this is a case, we actually made some good progress on this case today. And thanks so much to Nancy Bab for doing some testing of this issue buffalo actually was the first campus to report this. They reported it
Michelle Eichelberger: Last week. On Tuesday, and what was happening is if you have a record in primo that's been D duped, meaning that both print and electronic are showing on the same babe record from Alma
Michelle Eichelberger: In your results list. It was show that you had it both in print and online. But when you open the record.
Michelle Eichelberger: The electronic would disappear. The available line would disappear from the top, the view online link would disappear. It was kind of a crazy thing and sort of out of nowhere. Why did this.
Michelle Eichelberger: start happening. So with Nancy's testing and some exploration that we did. We've discovered that this has to do as I mentioned with the D duping and this is an option in your brief Results tab in your
Michelle Eichelberger: View configuration and discovery. And so there are a couple ways you can get around this. You can either uncheck the box that says enable Dee doop. And then you will get two separate records for print and for online.
Michelle Eichelberger: In your search results. So that's one option. I know that's not ideal for many places, but that would certainly fix the issue of the missing electronic. But the other thing we can do.
Michelle Eichelberger: Is that if you pick one of these preferred records on the P means print on the he means electronic and Ami de means digital most places don't really have many digital collections at this point but
Michelle Eichelberger: You can decide which record from amo you want to be your preferred record if you pick one of these that resolves the problem. So,
Michelle Eichelberger: My suspicion and I don't know this for sure is that when this was rolled out with the June release they configured these three options correctly, but
Michelle Eichelberger: Perhaps the nun option which is the default for everyone was not configured correctly. And that's unfortunate because the release notes did not say that you if you wanted to continue to do that you had to pick one of these three so
Michelle Eichelberger: We are moving forward with this and trying to get this resolved. But in the meantime, I was happy to find that we could have a fix for this until the issue is resolved. So you can go ahead, Shannon.
Michelle Eichelberger: So other cases about linking. I'm not going to go real deep into these, but I just wanted you to be aware that we have reported these issues. So
Michelle Eichelberger: Empire actually noticed that direct linking was no longer working for on paywall and NZ activated content. So we have reported that
Michelle Eichelberger: That is a known issue and it has been moved along to tier two, so I'm hoping we hear something back on that soon. That's definitely a problem.
Michelle Eichelberger: If you open the full record the link works, but most people if you have direct linking activated at your campus, you're used to just clicking on the direct link. And that's the
Michelle Eichelberger: That's the functionality that we want to work across the board. Another really weird thing and
Michelle Eichelberger: This, again, has been reported and they're looking into it and directly related to the CDI activation is that if you have a link and your view online.
Michelle Eichelberger: And that's supposed to go to Science Direct or I've seen some other packages, where this happens as well. It's not going to Science Direct it's somehow
Michelle Eichelberger: Overriding that link and pointing it out to some other package like oh but
Michelle Eichelberger: I suspect that this is related to the deal. I think that the system is finding a DIY in the metadata and just trying to link that way rather than through your alma activation link. So again, we've reported it and we're working on getting that resolved.
Michelle Eichelberger: This next one view online links not showing until you refresh the page. I don't think that this is CDI related. This is a general linking issue. And unfortunately, it's an indexing issue.
Michelle Eichelberger: The specific one was one that New Paltz reported where they activated six individual ebooks five out of the six worked fine and the sixth one.
Michelle Eichelberger: You can get the bib record, but not the view online link and we are working with x Libra us to
Michelle Eichelberger: You know what, we would love to do is run reports regularly to find this content because we cannot fix it. It has to be reported to them to fix, but
Michelle Eichelberger: It doesn't look like there's an easy way to do that, but we will keep pushing them on this. They did explain to me why this is happening and it was a little over my head was about
Michelle Eichelberger: Records going into the central index instead of getting linked to the network indexing setup. So if you see behavior like this, do please report it because it won't be fixed until they go manually and fix it so
Michelle Eichelberger: Again we are continuing to push on that Shannon did mention the Gail linking problems we are still pursuing those. And then this last one we're finding that
Michelle Eichelberger: Because we're using a merged record in the CDI for article content. Occasionally, we're getting bad linking because the
Michelle Eichelberger: In some cases the article number that's in that metadata that's being used to link out does not match the article number in the resulting system I've seen this with Jay store. I've seen this with Gail. So, that is also continuing to be reviewed so you can go ahead, Shannon.
Michelle Eichelberger: Take a minute, take a breath here.
Michelle Eichelberger: OK, so the primo July release. There was a lot of content in there. I just pulled out a few things I do have a link to the full list of all of the things that are coming
Michelle Eichelberger: The things I was most interested in are some of the problems that have been fixed. So I know that a lot of people when you're doing a test view.
Michelle Eichelberger: You make a duplicate copy of the view that you like and then you want to play around with it.
Michelle Eichelberger: And when you go to download the current customization package for that copied view, you get an error. It'll be empty and you have to just go back to the original view download that one mess with the name of it so you can get it to upload correctly so
Michelle Eichelberger: Apparently, with the July release. This has been fixed. And you should be able to just download the current customization package right from your duplicated view.
Michelle Eichelberger: This next one searches with and without apostrophes. They say that that has been fixed in terms of making those search results consistent
Michelle Eichelberger: There's been a lot of discussion on the premium list recently about searching with quotes and, you know, different kinds of searching. So I think that there are still going to be issues out there, particularly for
Michelle Eichelberger: You know, searching within quotes. But I did want to note that apparently apostrophes now are going to be working better
Michelle Eichelberger: This next one creation date was not consistent with facet. I know there has been discussion recently in base camp about the creation date and, you know, how is this different from publication date and why
Michelle Eichelberger: You know, how do you get this to work correctly. So I don't know that this particular fix is going to fix all of our questions about it.
Michelle Eichelberger: I did look at one of the published cases they referenced. And they said that it was dealing with the metadata, where the field should be pulled from so perhaps this will make it work better.
Michelle Eichelberger: But I thought it was interesting and somewhat relevant to some of the questions we've had so
Michelle Eichelberger: Another thing I know that you'd be had reported that facets would disappear or would never load when they were doing more complicated searching so
Michelle Eichelberger: This is supposed to be fixed if you have a search that uses asterisks or a question mark. So that's a good thing.
Michelle Eichelberger: And Shannon mentioned, we are pursuing some of the saved searches problems. And my hope is that maybe this fix that is coming will help resolve some of the cases where you expect it to send emails and it's not sending emails.
Michelle Eichelberger: I'm just going to look at the chat for a second.
Michelle Eichelberger: So Jen says there's an option to focus default to the search box. I think that has to do with like screen readers, is that correction in terms of
Michelle Eichelberger: When you open the page, it'll go automatically to the search box. I did see that, but I wasn't exactly sure how all of that would work. So I didn't talk about that. But so I'm glad you brought that up.
Michelle Eichelberger: And I guess my concern about that is that for for web accessibility, you want to have your first link be a skip link. So I don't know if that will fulfill that need. So we definitely need to look into that some more. But yeah, there are some other things.
Michelle Eichelberger: As I mentioned that are in the release notes. So I would take a look at those when you get a minute. So thank you, Jen.
Michelle Eichelberger: For the August Sneak Peek they did say that you are going to now be able to have up to 100 local fields which seems like a lot but also sounds like a good thing.
Michelle Eichelberger: And when you're configuring local resource types. One of the challenges has been that it was very limited how you could set them up. You couldn't pull more than one field, and you had to be very specific. So
Michelle Eichelberger: From now on, you're going to be able to do that a little more with more flexibility and have multiple fields and be able to pull things in more easily.
Michelle Eichelberger: And then this. I don't know how many people are using the purchase request form. But if you are using it, there will be a way to add an indication. When the library old already holds the item being requested, which I think would be a really helpful thing because I know that
Michelle Eichelberger: Often faculty won't search catalog before they request something so that would be a handy tool to use with that. So you can go ahead, Shannon.
Michelle Eichelberger: And then again, there were way more things on this list than the few that I pulled out here from the resources, the alma release notes.
Michelle Eichelberger: But I did want to note these couple of things, and I apologize. My screenshot is not great but
Michelle Eichelberger: You will not be able to see a CZ update date. So we should click on the little question mark in your alma there should be now a list or a link here that are not a like
Michelle Eichelberger: A thing here that tells you when the CZ was last updated. I know that we've run into issues where if you have a multi parts CZ updates job.
Michelle Eichelberger: You aren't really sure when things are finally getting updated so this should be helpful with that and you won't see that until a full CZ
Michelle Eichelberger: Updates job goes through. So if you don't see it right away after the release comes out. Don't be alarmed. You should see it soon.
Michelle Eichelberger: And kind of related to that. A lot of the time, you would see a notice that your job failed if it couldn't get completely done
Michelle Eichelberger: And what they did is they changed that to now say that the job status is skipped instead of failed. So I think that'll be helpful.
Michelle Eichelberger: And then finally, one of the things that I think is a good move. Is that you'll now be able to put an order on a package that has been activated in the CZ in terms of electronic resource packages.
Michelle Eichelberger: I know that was challenging when we started activating things like stat rough in the NZ because the campus would have to keep sort of a dummy activation live in their local campus.
Michelle Eichelberger: Alma because they needed something to add their record their appeal well too. So I think this is a good move forward.
Michelle Eichelberger: You know, if we end up managing more thing centrally, this will just make it easier for people to keep track of them acquisitions wise.
Michelle Eichelberger: So I think that's it. You can go ahead. Shannon up now one more slide. So the providers own. You may have heard some talk about
Michelle Eichelberger: The providers on what this is supposed to do is allow vendors to have better control of the content that's in the CZ
Michelle Eichelberger: So you will start seeing collections in the CZ that have this little tag here. It's got a little icon and it'll tell you who's managing this content in theory, this is supposed to make sure that the content gets
Michelle Eichelberger: Activated more quickly and more accurately, we will see how that goes. And
Michelle Eichelberger: I checked on this and you will still submit a Salesforce case. If you find that you're missing a title or if the data is bad. If the linking is bad.
Michelle Eichelberger: But the vendor has to fix it. So I will be very curious to see how that communication goes in terms of them getting notified from actually person how long it takes things to get fixed. And this is just a little bit more information about that. So I think I really am done now.
Great, thank you.
Esta Tovstiadi: Okay, you can go to the next slide, Shannon. I just had a really quick reminder that we can still offer you support in analyzing a resources for potential cancellations.
Esta Tovstiadi: We are happy to look at your entire collection or a specific resources.
Esta Tovstiadi: We can look at data such as overlap analysis and usage.
Esta Tovstiadi: So if you're interested, send us a request via live answers.
Esta Tovstiadi: And just if you have any upcoming deadlines, try to give us a few days advance notice so that we can get that into to you.
Esta Tovstiadi: In enough time and that's all that I have today.
Timothy Jackson: Great, thank you. So Shannon, you can move on to the next slide. All right. I just want to
Timothy Jackson: Remind you all of where things stand with all my article resource sharing
Timothy Jackson: We have implemented article resource sharing an Alma for low volume libraries, who need a cost effective alternative to Iliad in OCLC resource sharing
Timothy Jackson: So far we have nine Sunni institutions who are currently borrowing articles live in Alma, I've got four other institutions who are testing. So I would expect that number to rise.
Timothy Jackson: Within the next few weeks. If your library hasn't been testing article resource sharing and Alma, but you do think you may want to investigate alternatives to Elliot in OCLC resource sharing
Timothy Jackson: Please send me an email and I can configure things so that you can start testing article resource sharing and
Timothy Jackson: I'm like I said we have nine borrowers. We also have nine lenders Albany Binghamton buffalo Stony Brook Fredonia Oswego purchase Upstate Medical and Empire State College.
Timothy Jackson: I just want to say thank you to all of those libraries for filling requests.
Timothy Jackson: I don't plan to bring up any more lenders at this point in time, the borrowing volume has been low enough that those lenders have been able to handle
Timothy Jackson: The volume. So I think we're going to stick to the nine lenders, for the time being.
Timothy Jackson: And I also want to point out that in the August 2020 release, there should be a major improvement to Article resource sharing
Timothy Jackson: Right now the way things work is when a lender fills a request the borrower receives the article as a PDF attachment, I should say the borrowing library receives that email with a PDF attachment and then they have to manually forward the email to their user. And that's what's really
Timothy Jackson: Making all my article resource sharing only appropriate for low volume libraries, but in the August 2020 release, there should be a fixed to an email that will allow
Timothy Jackson: Users who have submitted request to receive download links directly from the lender. So the borrowing library does not need to manually forward in email.
Timothy Jackson: I will be testing that thoroughly as soon as the fixes available so fingers crossed that that will be a good option for us. And I'll be sure to keep you all posted on that.
Timothy Jackson: So Shannon, if you can move on to the next slide please.
Timothy Jackson: So physical resource sharing. Um, I have been keeping an eye on the requests from libraries to restart empire library delivery service.
Timothy Jackson: And just a reminder, if you want to resume service, you need to request a restart eight from ELD and I've included here the link to the forum where you can do that.
Timothy Jackson: And like I said, I'm keeping an eye on these requests. And once I see that your restart date is pending.
Timothy Jackson: All reached out to you to just get a sense of where you are in terms of. Are you ready to start borrowing. Are you ready to start lending. Um, there's no pressure. Either way, it's just asking to see what you would like to do
Timothy Jackson: It as far as turning physical resource sharing back on for every one. Um, we want to make sure we avoid any sort of scenario where
Timothy Jackson: We turn resource sharing on before we have enough lenders capable of providing good service.
Timothy Jackson: So our current plan is to turn resource sharing back on when we have to University Centers, who are capable of landing and at least eight other institutions who are capable of landing
Timothy Jackson: That could end up changing a little bit depending on how things go. Like if we get to a point where we've got only one University Center, but 15 other libraries. I think we'd be inclined to turn things back on.
Timothy Jackson: But right now, the plan is for 10 libraries, at least two of which need to be University Centers.
Timothy Jackson: Currently, we have one University Center who has told me that they will be ready to start lending. By the end of June, and for other libraries will also be ready to start lending. By the end of June. So I think we're still at least a few weeks away from being able to turn
Timothy Jackson: Physical resource sharing back on in on. Also, I know there's going to be a lot of questions about how materials should be handled in light of the covert 19 pandemic.
Timothy Jackson: So I'm going to be working on a toolkit containing information on how to safely handle materials and I will be making that available very soon.
Timothy Jackson: So Shannon, if you can move on to the next slide. Thanks. I'm just want to give you an update on where we are in terms of expanding resource sharing beyond Sunni
Timothy Jackson: Our fill rates in Alma for physical items are still pretty low. Um, it was around 60% at the time we had to shut things down because of the pandemic. And since then, we've had a lot of libraries, tell us that they they do plan, or at least are seriously considering
Timothy Jackson: Canceling Iliad and or World Share Aiello so it's it's very important that we be able to expand access to materials via Alma resource sharing. Um, I've been working a lot with Union College on physical request. We've talked a bit about articles as well.
Timothy Jackson: But we're pretty close to being ready to go with union and I would expect union to start showing up in our road as
Timothy Jackson: It's hard to say exactly when but I definitely I think sometime this summer. I'm also having conversations with college ST. JOHN Fisher Nazareth Canisius
Timothy Jackson: In in terms of articles. I'm having conversations with the men pals consortium in Minnesota.
Timothy Jackson: And the Connecticut State Colleges and Universities system. In fact, I'm meeting with the Connecticut folks tomorrow to talk about this.
Timothy Jackson: And lastly unnaturally we are talking to CUNY as well, they're in the middle of implementation there go live is sometime in August. I forget exactly when
Timothy Jackson: But we naturally want to link up our systems with their as as far as resource sharing goes where we're natural partners are all on the same career were in favor of it, they're in favor of it.
Timothy Jackson: So we are talking to them. Unfortunately, we haven't been able to make a lot of progress yet because they're, they're just they're dealing with a lot right now between
Timothy Jackson: The pandemic and implementation. But definitely, we will continue conversations with them and I'll, I'll be sure to keep you folks updated on all of this. So, next slide please. Shannon
Shannon Pritting: Up, Tim, I just wanted to say like our intent on going beyond Sunni is at least with loan periods is that we would have a reciprocal 16 weeks if possible.
Shannon Pritting: That might not be possible. We've CUNY. But we're going to try to get as close as we possibly can so that it reduces the configuration that we need to do, but then also
Shannon Pritting: Provides a pretty standard user experience as well. And I know Tim's talked about that before. Just wanted to reiterate it
Timothy Jackson: Yes, thank you. And I should add that I'm Union College is on board with the 16 weeks so they're they're long periods will be identical to ours. Um, so another reminder of the temporary policies that have been implemented by the SL see in terms of resource sharing
Timothy Jackson: All resource sharing loans now have a 16 week loan period with three renewals that's regardless of item type or user group.
Timothy Jackson: Also users are now allowed to return items to any SUNY campus. And lastly, walking borrowers can submit resource sharing requests. So if you have a user who wants to have
Timothy Jackson: An item deliver to them, but they are no longer living near your campus, they can go to their closest Sunni campus request a walk in borrower account and then submit a request to have an item delivered to that library.
Timothy Jackson: These policies are currently set to expire on July 31 of this year, but the ASR is working group has proposed extending those until July 31 2021
Timothy Jackson: That extension does still need SLC approval, but I don't anticipate that being a problem. Um, one last thing I just want to remind you all about these policies is they're not meant to override your local policies and particularly in terms of, you know, campus safety so
Timothy Jackson: For instance, if your campus is not allowing unaffiliated users into your library and you don't have a book drop outside. You don't have to let a user in to return an item on your, your local campus policy would still take precedent.
Timothy Jackson: Another thing I want to point out this this walking borrower being able to submit a resource sharing request policy.
Timothy Jackson: Is we're hoping a temporary policy a stopgap we realized that it's not the most ideal way to allow users to pick up or drop off items at any Sunni location that would, in all likelihood, be a fulfillment network.
Timothy Jackson: So the ASR is working group is going to start looking into that very, very soon. And fortunately X Leber's has agreed to help us with testing and configuration.
Timothy Jackson: And lastly, we realize that this is a huge change that's going to require a lot of testing and a lot of feedback from campuses. So this isn't something that's going to be unilaterally implemented, there will be plenty of opportunities for folks to provide feedback on this potential change.
Timothy Jackson: So please keep an eye out for more information on all of that.
Timothy Jackson: Thanks, Shannon. Um, one last thing about accepting returns from other Sunni's users.
Timothy Jackson: If you receive an item back from a user from another campus. We do have a web form that you can use to provide SLS with the item barcode. What we will then do is
Timothy Jackson: Log into the owning libraries primo move that item into a temporary location to indicate that it was returned at another campus. And in doing that, that will check in the item from the user. So it will no longer be listed as checked out to them.
Timothy Jackson: And also it will complete any resource sharing requests all my resource sharing requests attached to the item. If there are any ILLiad resource sharing requests. I will email the borrowing library to let them know
Timothy Jackson: There's a list that I've been keeping of libraries, who are currently capable of accepting returns from other users. The link is here.
Timothy Jackson: And that that FAQ it's I'm really just correlating information responses. I'm receiving to a survey I put out on your ability to accept returns from other campuses. So again, I know I've said this a bunch of times.
Timothy Jackson: And I apologize for being a bit of a broken record here but
Timothy Jackson: As things change at your library please update your response to that survey. If you need to update it.
Timothy Jackson: On a weekly or even daily basis. That's okay. It's, it's very helpful to have up to date information. So please, whenever things change at your library in terms of your ability to accept returns, please let us know.
Timothy Jackson: And
Timothy Jackson: Just a couple of other resource sharing related changes coming in Alma, I just want to point out in the June release the request searching feature has been folded into the
Timothy Jackson: Regular almost search function. There's no longer when you go to the borrowing or lending resource sharing request.
Timothy Jackson: A discrete function for searching requests. It's part of that searching feature that always appears at the top of the page.
Timothy Jackson: Also I want to let you know that request notes now appear on the pic from shelf list and on pull slips. Unfortunately, those requests notes.
Timothy Jackson: contain some additional request information that I think is kind of unhelpful. So I have submitted a case about that hopefully we can get that non note information out of the note field soon.
Timothy Jackson: But it is helpful. At the very least, to finally have those notes viewable on the pic from shelf lists and on the pole slip. And lastly, and I know Shannon already alluded to this.
Timothy Jackson: But the July 2020 release will include a fix for that issue where
Timothy Jackson: If a lender shipped an item and then accidentally scanned it back in. They were completing the request on both the borrowing in the lending end and then I was having to run a daily analytics report to manually recreate those requests that should be a thing of the past. Come, July.
Timothy Jackson: When a lender ships an item and then goes to scan it in, they should now receive a warning, saying, Are you sure you want to do this, which you don't
Timothy Jackson: So hopefully that will help fix the issue. I will definitely be testing it as soon as the July release is available and that's everything I've got I'll hand it over to Maggie and
Shannon Pritting: And sorry, Maggie. We didn't leave you much time to take the time that you need and then
Maggie McGee: Okay, speak to this.
Timothy Jackson: Yeah, sorry about that, Maggie.
Maggie McGee: No. Yes. Thank you. I'll try and go as fast as I can. I do talk fast in general. So really excited about the Sunni local subject heading initiative.
Maggie McGee: I started to implement this phase one is complete all display normalization rules for all 60 campuses and networks own have been configured so that anytime library Cognos subject headings of legal Aliens. Aliens.
Maggie McGee: Are in the metadata up the physical bibliographic record and electronic physical records that reside in Alma, that means ice NZ CZ records.
Maggie McGee: But it excludes CDI records, it will now display records. I will display the local subject headings. We have associated with the terminology, the Library of Congress. Subject Headings
Maggie McGee: And I'm going to put into chat. The live guide that's been created for this project that explains in depth all the phases. So Shannon can go next, to the next slide. So
Maggie McGee: Just be aware that in phase one, you still need to search by the library Congress subject headings, because it's still in the metadata the bibliographic records to the physical ones in the networks and in the
Maggie McGee: Phase two is I'm starting to implement. Now this is going to be a longer face. It may take from start to finish, three to four weeks depending on how quickly I can move through each campus.
Maggie McGee: And what this will do is I'm going to configure everything with the normalization rules and in
Maggie McGee: In everybody's eyes Z. I'm going to change the metadata Vaizey only physical bibliographic records that contain these Library of Congress. Subject Headings
Maggie McGee: I will change normalization rules for anything on being imported into the ice for physical records so that that content is changed, and
Maggie McGee: So only at this phase two. Will your eyes only physical bibliographic metadata be changed and those records can be search by the local subject headings.
Maggie McGee: Just be aware CC records will not be impacted by phase two or three because I can't change that data, those records CDI can it will not be impacted by phase one, phase two, phase three
Maggie McGee: And
Maggie McGee: Why not both. I like can do it for the you I can do for electronic records coming into your keeping the metadata, but it's up to me.
Maggie McGee: That's weird. I just got a weird. Okay. So there's a question. Why not both on please clarify, so
Maggie McGee: So I can't impact those records or the CBI so at this space. So just be impacting your eyes. He only records. And then when we go to phase three, which you can move forward, Shannon.
Maggie McGee: So with phase three
Maggie McGee: All the networks on physical bibliographic records will be impacted.
Maggie McGee: All the metadata that have the library Congress subject headings of illegal aliens and aliens will be changed for the Sunni local subject headings and the normalization rules.
Maggie McGee: Will also be searched as well so
Maggie McGee: The normalization rules for anything coming in from OCLC will be applied. So there's no extra cataloging work for anybody for your eyes, your NZ records.
Maggie McGee: And
Maggie McGee: Just be aware. I can't impact anything with the CC or the CDI records. But once the network. So, and then, phase three has been implemented, which will go rather quickly because I already have the sets done and it's a lot less configuration for one instance as opposed to 60
Maggie McGee: Then you can search all the physical records by the local subject headings.
Maggie McGee: So, um, so somebody asked a question, Maggie. Ask the questions Sunni heading and why not both Sunni heading and library Congress subject heading.
Maggie McGee: If the metadata for the physical records have been changed that library Congress subject heading. No longer is going to exist in the bibliographic record so you wouldn't be able to search by that term.
Maggie McGee: If the metadata of the bibliographic records in the CZ and and the CDI can't be impacted. Then they need to be searched by the Library of Congress. Subject Headings
Maggie McGee: So,
Maggie McGee: You get there. Any quick question or a question. So I want to just say I did a session on this yesterday about phase one and gave a glimpse of what's going to happen in phase two.
Maggie McGee: And it's in the live guide. It's not actually it's not in the live guide, but it is in the it isn't the live guide, but not that look it's under the
Maggie McGee: SLS s webinars that we've done and you can find that I already posted I posted it to base camp as well. I recommend that you watch that because
Maggie McGee: It's a lot, lot of detail. A lot of content. It will help you understand better as well as looking at the live guide for the share the for change the subject project.
Maggie McGee: You can move forward chin. Okay, so here's the resources that live guide, there's a link. Of course I didn't put that I just want to say that there's a configuration questionnaire that I've sent out to all cataloging leads and it's just about the full record display.
Maggie McGee: And it's when I'm going into make these configuration changes for your
Maggie McGee: Just pretty pre mouth discovery, I have a list of a few other things that the SLS S is willing to make changes for your concert for your campus.
Maggie McGee: And they will confer with the necessary people at your campus to decide if there's any other additional configurations for your full record display you'd like
Maggie McGee: Okay, you can move forward. Thanks. Another thing that I've done in this ties of kind of into the
Maggie McGee: Local subject heading initiative because this will be one of the configurations that the SLS will be able to do for you when I'm doing phase two of the Sunni local subject heading initiative.
Maggie McGee: So a lot of campuses have would like to also display their copyright date. In addition to the creation date because sometimes we know sometimes there are different dates and sometimes it's important
Maggie McGee: For researchers
Maggie McGee: And for citations, so
Maggie McGee: The way that it is configured the display normals for creation date. It does not allow you to say display this mark field and this mark field and this mark feel
Maggie McGee: What it does, it uses his Rota approach instead. So if the creation date to me in the oh eight, it's going to stop there. If it's not there. It's going to go down to the 260 it's not they're going to 264
Maggie McGee: Second indicator one, etc. So there's, there's no way to say to display both. So what had to happen was a local field had to be created which is going to be Mark 976 is going to be dedicated to the copyright date.
Maggie McGee: And this has all been done behind the scenes for networks, his own records so that when you make these changes get made to your campus. It's not just going to impact your eyes the records will impact your NZ records and now you can add to your full record display.
Maggie McGee: The copyright date. And so what it does is it takes the copyright date that's in 264 second indicator for sub fealty copies it to the mark 976
Maggie McGee: And because it's copied there I was able to, I'm able to create a local display normal to be able to display this and it gets added to all your views.
Maggie McGee: So this is an optional configuration that is part of that greater questionnaire. Once I get final piece of the ice normal because it's not working as one unit. I will post a
Maggie McGee: FAQ on how to do that. If you would like to do it on your own instead
Maggie McGee: Go next Shannon. Thanks.
Maggie McGee: So I'm just going to briefly go over some of the release notes. There's a lot in the July release notes so please look it over.
Maggie McGee: For acquisitions to go be API real time orders is now going to match electronic resource to Susie. This is wonderful news because before
Maggie McGee: This before this release. It's not possible. So everything had to go to your ID you had a link it to the NZ link it to CZ so you're one of the campuses. I have to go be a previous time ordering you can now create
Maggie McGee: A new order API for goby that links to the that uses the network zone and delete the one that you were previously using to the ice.
Maggie McGee: And what this will do is it's going to look for the matching portfolio. If it's not there. It's just going to like add it to your ice and it's going to be a standalone portfolio.
Maggie McGee: And also with this release. You can have the ability to change the owner for an invoice after you've edited. So for some reason you need to change the owner owning an invoice. This will be available.
Maggie McGee: What's kind of cool is if you do a lot of sets, you know, you can only really, you know, each set creates one at a time. So they wait an acute ago
Maggie McGee: So now you can do multiple itemize sets can be created at the same time. So it will speed up the creation of sets. If you do a lot of work with them.
Maggie McGee: To move forward please
Maggie McGee: So for the network's own there it is kind of cool. There's a release note for the network. So local sets can now be saved in the NZ. So this is really kind of cool because sometimes you asked me.
Maggie McGee: For some information and you have to create a set and your ID you send me, you know, Excel spreadsheet of it, then I have to upload it into network zone. This bypasses that. So now you can save
Maggie McGee: A local set to the NZ and there's a safe in network action that's been added to the man sets page.
Maggie McGee: And just note that normalization rules cannot be run on the networks on bibliographic records from within your institution zone. It's just a just so that you're aware of this because non localize fields in the network. So they can't be changed from within an institution zone so
Maggie McGee: If you're making any kind of changes is still has to be your eyes, you know, in your ice to your eyes, he said.
Maggie McGee: Now resource management. There's a couple of there's more than this, but these were the highlights. Mark 21 has been up
Maggie McGee: Has been updated for bibliographic authority holding classification and community information.
Maggie McGee: Any this is coming from the Library of Congress. So the library Congress bibliographic authority holdings classification all this information has been
Maggie McGee: That is in the library Congress is now been updated and Alma, so we are in sync with the changes that have been made at this point in time with the Library of Congress.
Maggie McGee: Previous release now only a few of the display links when you go into look at
Maggie McGee: items were under the snatch selected. Now, all of them all the display links are now underneath this drop down menu, except for add items. It's still a separate link.
Maggie McGee: Just why say we're testing out the new empty editor. There's a group of 10 volunteers from
Maggie McGee: Five SUNY library. So we have Binghamton University SUNY Fredonia Oneonta New Paltz and University of Buffalo. So you have 10 participants who are on this team. And we've been
Maggie McGee: Started testing out the new empty editor almost two weeks ago. So we test all current functionality, we're going to test the new functionality and we're going to open and track cases as we discover maybe things aren't working as expected on our end
Maggie McGee: So,
Maggie McGee: I just want to say that we're going to be doing a resource management training will be scheduled for the fall 2020 for the new empty editor. It's going to be a fall long
Maggie McGee: Training as new functionality gets implemented to the new empty editor and we will do training to go over each aspect of the new empty editor and the workflows.
Maggie McGee: Thank you.
jenniferkoerber: And that's a perfect segue to the training update
jenniferkoerber: So I just want to say, first of all, thank you to everyone. This is going to be my last update as
jenniferkoerber: Training consultants. The project is has ended. And I want to thank everyone, it's been an absolute pleasure to work with both shared services directly and less directly with everyone at SUNY, so thank you much. OK. Now go ahead, Shannon.
jenniferkoerber: So one of the biggest
jenniferkoerber: remaining items from the task list that we had for shared services training was the tune up checklist that came out of the site visits earlier this spring.
jenniferkoerber: And so that is now live. This is a Google Doc, it is in view only mode. So when you go to the Google Doc. If you click on that link, you'll go there.
jenniferkoerber: And when you go there you will be able to download it locally, but you can't edit it as a Google Doc, that's just so it doesn't get changed.
jenniferkoerber: By one person by one campus for everybody. But again, this is an annual tuneup checklist. It has some things in common with the original health checklist. But as its own thing.
jenniferkoerber: And the suggestion is that you go through this once a year, at least, and it just kind of gives you a some benchmarks as to
jenniferkoerber: Where you are relative to what's possible with Alma and pre movie so nothing is required per se, but you can look back at some earlier decisions such as with acquisitions or other
jenniferkoerber: cataloguing things and see, you know, do you want to do more. Do you want to do something differently. Do you want to change things up and it does have links to support materials to help you in your decision making process in your reviews.
jenniferkoerber: Another last improvement is in the index guide for all of the alma primo training on the very front page. If you scroll down a little bit. You will now see a list of suggested training sequences. So this answers the question, I have a new
jenniferkoerber: Resources librarian starting what order should they do the training in I have a new catalog or I have a new technical services person what order should they do the training in. And so it's
jenniferkoerber: I didn't include the links because all the links are in the left hand navigation. And this way you could just look at all of them and open them all up at the same time.
jenniferkoerber: But this. This is a screenshot. Obviously there's more down below cataloguing in technical services, but it does give suggested
jenniferkoerber: Sequences of how to approach the training guides while I'm also here you'll note that now on every single page.
jenniferkoerber: In any of the training guides. There is an Alma guide paid feat guide paid guide page feedback form, it's exactly what you see. It's super short. And it's just to give
jenniferkoerber: All staff, the opportunity to give feedback on the training guides and see if there's anything else that can be added to them to make improvements.
jenniferkoerber: Wrap up what has happened over the past year since go live the trading documentation materials have been developed all the guides are available from the index guide at that slash MSP training URL.
jenniferkoerber: Many, many, many, many, many, many, many, many, many FAQs have been created by SL OSS and you are all awesome in how much you're documenting there.
jenniferkoerber: There is also a growing repository of examples of local and campus documentation and training if you have some that you'd like to contribute, go to that base camp link.
jenniferkoerber: And that gets you there. But you can also go log into base camp and then go to the Sunni HQ and then it's in the docs and files folder and you'll be able to find it pretty quickly.
jenniferkoerber: Just also as a reminder, there is a brief base camp brief user's manual that I created for help for staff who are less sure about using base camp.
jenniferkoerber: less confident about that as far as webinars and presentations. Since go live there have been more than 100 training webinars, plus the cafe on the online learning circles.
jenniferkoerber: Which were awesome opportunities for people to talk from different campuses. There have been a number of there were, there was there was one in person training.
jenniferkoerber: There were obviously supposed to be more but they remained a removed online due to covet 19 and that turned into the resources fulfillment configuration and acquisitions online courses and as Shannon alluded to that something
jenniferkoerber: And and those have been very successful so far we've had a lot of good feedback.
jenniferkoerber: Go ahead.
jenniferkoerber: If you want more hard and fast numbers. I only have data from mid October through June.
jenniferkoerber: For all of the webinars and presentations, because that was when we started using live Cal is a registration form. So, just since
jenniferkoerber: I forgot the totals something 9797 total events between the the 1236789 months and over 3300 participants in all of these programs so
jenniferkoerber: My thanks to all of the members of shared services SLS because you guys did an amazing amount of online training in a remarkably short amount of time and got to reach a whole lot of people so congrats and well done. Okay, now go ahead
jenniferkoerber: And that's all you Shannon
Shannon Pritting: Yeah, I'm just gonna end it here because I think we're, we're a fair amount past time. I want to say thanks for everybody who's, who's stuck on. I know there's you know a lot to had to go off.
Shannon Pritting: And we'll follow up on the training transitions at the at the next MSP or next shared library services update
Shannon Pritting: If there's a quick question. We'll take it. Otherwise, we'll, we'll end. Now, since we're a bit past time and you know i'm i'm is I'm responsible for that I talked a lot in the beginning so
Shannon Pritting: Thank you Jennifer for all your efforts and, you know, appreciate you getting us to the point we're at now.
Shannon Pritting: Alright, thanks. Then everyone, I'm going to stop the recording.