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Everyone. We're going to get started in a couple minutes.

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Hey everyone, I'm going to go ahead and get started. Thank you very much for coming to today's session.

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I'm going to talk about unpayable and CZ update task list. I'm also going to try and keep an eye on the chat. I'm going to try and move it someplace where it doesn't block. What I'm trying to do here.

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These two things seem like they have nothing to do with each other and they don't really. But both of them can make your life better. So that's why I'm talking about them together. Let's go ahead and get started here.

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Okay, first we're going to talk about on paywall on paywall I put the link to the organization right there and what they're all about is harvesting open access content and trying to consolidate it and make it easy to use, so they can they gather it from over 50,000 publishers and repositories.

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As of the November 2019 release. There is now an online link resolved for on paywall which makes it really easy to incorporate it into your primo

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There was a really good base camp discussion about it. And thanks to Nancy Bab and Brendan McCarthy for kind of working through the steps of how to set it up, why you might want to use it.

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I will post these slides along with the recording so you can click on the link. Once the slides are up and go look at that discussion.

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So why should you care about on paywall, a lot of the Open Access linking that you're getting from the PCI is not great. A lot of the times those links will fail.

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So on paywall is a better way to get to that content. The links are a lot more stable and it's a really good way to expose open access content to your patrons.

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Okay, I'm not going to read all of this, but this is what actually was put out in the release notes about on paywall how to activated.

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There's a lot of links to their documentation. I'm going to break this down and show you kind of the simple step by step way to set it up, but I wanted to include this in the demo or whatever we're doing in the presentation, just so you had this and you could go back to it.

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Okay, so the first thing you need to do if you want to activate on paywall is you need to go to you the mapping table and change the settings from false to true. So what you would do is in your configuration area, you would go to fulfillment.

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And then general and then other settings and then other settings is a mapping table and you would scroll down

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In the system that I looked in, it was number 30 but you're looking for something that says enable open access services from on paywall API.

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And you're going to click on the three dots and you're going to go in and change it from, false, true, true, and then save it, that's the big thing that you need to do.

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Right, let's get back here.

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Whoops. Yeah. Okay. So then once you do that you will start seeing the open access on paywall link show up in your search results. If there is something that is

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gettable the unpaid wall.

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So it defaults to display at the end of the list, but you can push it higher in your list of results. And what I mean by your list of results is all of the databases that you've got that will give you full text for this particular

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Article or whatever it is that you're looking at. So the way you would change the order is you would go to

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Your configuration menu fulfillment discovery interface display logic and then change your online services order and this is what that looks like.

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In this particular campus. They didn't have anything set up yet, but you would

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You know, add the services to the top that you want to come up first. And these would be databases or on paywall things that you know are stable.

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Have a good chance of being good links out to the full text of the content if you have some things that are kind of shaky that you don't really want to come up at the top of the list. You can put those at the end of your list. So that's a good thing to know about.

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Okay, this was something that actually was talked about in the release notes I'm not 100% sure exactly how this works. But they say that it's possible to use display logic to hide or display open access content.

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So I stuck this information to here. I haven't played with it myself. But it's here if you want to try it. It looks like you would do something with.

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writing some code to match on the information in the public note. So that is possible.

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I think it would be cool if you could hide it. If you have licensed content available. But again, I haven't really gone through all of the details of how this would work, but here it is. If you want to play with it.

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Okay, direct linking this is really important to if you have direct linking set up your campus when and when I say that. What I mean is if someone gets

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Brief result and they click on available online from the brief results and your search results. It'll take them right to the article.

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Rather than making them open the full record and then click on a link in the view online area. So you can do direct linking

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In other presentations. We've talked about the pros and cons of doing that. The pros are. It's nice for the patron. The cons are if those links break, then they can't see the full record with any other options.

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So it's definitely something to play around with. And each campus can make their own decision about whether or not they want to activate direct linking

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But in any case, what's nice with this on paywall is that there's now this option to disable direct linking when an open access services available.

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And the reason for this is because sometimes the Open Access links are shaky. Maybe you don't want them to go out directly you want patrons to be able to look at a list and then if that link fails, they can come back to that list and pick something else.

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So this is kind of a nice thing and something I discovered I had not changed the mapping table.

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And when I went to look for this option in the direct linking area. I couldn't find it. So you do have to have changed your mapping table to enable open access before you will see this option that's something to keep in mind.

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Okay, so that's all I had about on paywall and then so communities own update task list. This thing is hugely important. And I think that it's really easy to forget about it because it's not in your face.

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But when you're gonna find out that you need to know about it is when something stops showing and primo and you didn't do anything to make that happen. So Susie optics task list. Why should you care.

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The updates task job keeps your anything you've activated from the CZ up today, which is great. Anytime there's a new portfolio anytime your coverage states change. That's great.

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And I was thinking about this this morning and in our previous systems, this was happening behind the scenes all the time. You know, if you were using Cisco and Cisco holdings area.

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They were just changing things as vendor sent them updated files. They weren't letting you know that they were doing that, but you were getting new content, all the time.

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So that's great. But the other thing it does is that if there are titles that you have active and they become outdated and the vendor file doesn't include them anymore. They will automatically be deactivated.

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Alfred State. I will get back to your question from the chat. I appreciate you asking, so we'll, we'll get to that. Once I get through this section.

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Okay, so if you have an aggregator database setup with the CZ you want new titles to come in and you want outdated titles to go away. That's you want that to happen because you subscribe to the entire collection.

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You want that collection kept up to date. So that's a good thing. And again, that's similar to previous systems, they were doing that all the time.

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The problem is if you have activated selective titles.

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The CZ updates task job will get rid of the old titles. But if there's a new edition of something, it's not going to

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Automatically activate that title because you've said that you don't want your titles automatically activated.

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And you would say that because you don't want everything new coming in because you only buy certain things. And if everything gets activated, you'll get stuff in primo that your patrons can't get to, and they'll be annoyed, and it'll be bad.

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So why does this matter, the system smart enough to know your titles and we'll make changes to them. So if you have a package and you've

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Selected five things. It's going to make changes to those five things

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But it's not smart enough to know what titles, you might want to activate so GB RL. You know, if you have an older edition of something in GB RL that you purchased

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That thing gets outdated, it's going to get pulled out of your system. It's going to be suppressed but but this because it's a selective package.

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It doesn't know that you want the newer edition.

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And if you weren't paying attention to this easy updates task list, you're not going to know that this stuff was suppressed. So again, the only way you're going to know

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If something's been done to your collection is if you keep an eye on this task list or basically if someone complains and says, hey, there's a link to this thing. And now I can't get to it anymore. So you really do need to pay attention to it.

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Okay, so where is this thing. What do you have to do with it. What's going on with this easy updates task list is under resources and it's under manage inventory. So, it lives over here.

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In your resources area. You do have to have the repository manager role to be able to see this task list.

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So that's something to keep in mind as well. If you look for it and can't see it. You may not have the right role, I wouldn't say that you have to check it daily. You're going to see tons of stuff in there that you don't care about things like again, you know, now we have

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19 of this journal used only have 2010 to 2018 your coverage dates change.

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The, all of that kind of stuff is going to show up on the list, but you do want to pay attention to some of the more important types of actions such as electronic collection deleted portfolio deleted electronic service deleted, those are really the big ones, you need to keep an eye on.

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Because, excuse me, when you see that something's been deleted. You are manually going to have to do something to fix that. If you want people to still have access to it. And then I have a link to the actually burst documentation about this easy updates task list.

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So what you would do to monitor it is you would click on the link that I showed in the previous screen. You can select a date range.

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You know, if you haven't been paying attention to it up till now, you might want to put in a pretty big date range and just see, hey, has anything been deactivated that I need to know about.

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And then you can do everything again, you're going to tons of stuff in terms of coverage dates so you may not want to do that right off the bat.

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Or you can select a particular report type. And this is what I was talking about electronic service deleted electronic collection deleted.

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Portfolio deleted, I think, is farther down. So those are the ones you really want to care about what I would love is if there was a way that you could just email yourself when something important like this happens, but I haven't found a way to do that.

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Probably be a good idea exchange idea because really, most of the time you're not going to care about the stuff that's in here, but then you really do care about some of the things that happened.

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Okay, so a couple of examples how this has affected Sunni in the past few months since go live. I don't know if you remember

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There was a discussion in the cafe Alma about staff right ref titles and, you know, why is my stat ref title now showing with a great house instead of a Blue House, and it's not available in primo anymore.

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My guess is that what happened is, and thanks to Susan Davis for figuring this out during the cafe Alma

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On September 29 a whole bunch of stat ref titles were deactivated meaning that the old title got deactivated. The new vendor file didn't include that anymore. There was a new edition.

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And in the past, what you could do with your stat ref titles as you were probably controller them to Allah. He probably had a bib record in there with the link

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And you could manually decide when you want it to update it, you'd get the new contract, you know, which titles were in there and you could take your time.

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And just go and update it whenever you had time to do that. And the beautiful thing is that the old links would point to the new edition. So even if you still had a 2015 bib record if patrons clicked on it, it would take them to the

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Edition of that particular thing. But with this easy task updates.

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What it's going to do is it's going to just suppress the 2015 record. So now that that's not going to show in primo anymore. There's not going to be a link to link out to you really have to stay on top of it. So there were about

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I saw about seven titles from stat raft that were deactivated. But your mileage may vary with that because it just depends on what you had active this particular campus. I was looking at had

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Some older titles, you know, if you were totally up to date, then maybe this wouldn't have affected you at all.

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You wouldn't have seen anything in the CZ task updates list because it's only looking at things you have active. So you may have been fine.

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But it is worthwhile keeping an eye on things. The other thing that happened.

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That affected SUNY was that the platform for the New England Journal of Medicine that we were all using

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And that came in with our link resolve or files from our previous systems that changed. So I don't know if you remember there was a discussion on base camp.

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And I think it was Joe locascio brought it up. You know why, why can't I get to the new New England Journal medicine anymore. And it's because it had changed in the background.

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Can see this example here, the portfolio was deleted from that package. So then people had to go out and figure out what package. It was now in and then activate the new package. So again, this can really affect

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What your patients are seeing stat ref is especially important because I know some places are using that content as textbooks. So if you have something set up and Course Reserves. It just going to evaporate. If it gets deactivated.

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So my advice would be to just keep a good eye on this list. And if you have questions about it. You could post it on base camp and see what other people are doing. But it's really important to know about.

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So that this is going to be a pretty short presentation today. Those were the main things I wanted to talk about. So now let's have some time for questions and

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Alfred. So do you have to have direct linking enabled for this to work. Could you clarify that a little bit. Do you mean for the do you have to have direct linking to us on paywall if that's the question. No, you don't. You can use on paywall without having direct linking

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Yes, that was my question. I was confused because you had it enabled and I don't have it enabled and I wanted to make sure that just wanna make sure

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Yeah, no, that's a good question. James I appreciate you asking but nope, you can have

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Standalone on pay while you don't have to, you know, it's not affiliated with direct linking. It's just there's now a cool new direct linking option if you do have the paywall activated.

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Does anyone have any other questions about on

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Or about the task list. Yep, go ahead.

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Hi, Michelle. This is Heidi.

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Hey, so when you were kicking through on paywall there at the beginning and he was talking about the on it was the online services order. Yeah. Okay. Um, is that the I in a it may be on the slide, but I missed it. Is it adding the service type open access and service name.

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The open access. Yeah, because I was just trying to figure out

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What it

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Yeah, that's a good question. You mean in terms of adding it you know

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Trying to

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Move it around. I don't know. We could go out and look

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Okay.

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Cuz I yeah i don't i don't know if it's the like.

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Generic open access or if it's on paywall or what it is. So,

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Okay, look around.

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It was the best thing that I could connect with but I

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I was in general electronic services first. So that was not the right place.

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How did you mind if I use your system to look at. Do you have unpaid that on paywall activated. I need to go in

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I

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Got it turned it on.

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I did. I have no idea if it's right. Cool.

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All right, so you can go in

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Tell me again what your code is

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Ups. Thank you. I should know that.

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Once I get in and I'll share again.

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Okay, so that is in config.

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Film

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Yes. Online Services order. Okay, so I just added open access there at the bottom, the very bottom.

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Okay, just it just wasn't sure if that was right, cuz it

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It. I know.

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Yeah.

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Well, if you do that, I wonder if you can. Nope, it's only got one thing

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See

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Yeah, I don't know if on paywall would be like sure on a collection or an interface or what

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That is a good question. Heidi and I may have to take that offline and look into that.

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That's fine. Um, if you happen to find it and you post your size. Can you have like maybe an extra slide with just that specifically would you add

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Yes, that'd be amazing. Thank you. You're welcome.

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So, anybody else have questions.

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Thanks john yeah john Parker says, Looks like IDs.

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Jen does yours work.

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I have no idea either

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Oh, I am

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I've tried to hit it, but we don't, I can't find anything that hits. I can't find a citation to hit it.

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Dead on base camp one I was able to use the citation that Nancy Bab had put in there to do some testing and other database or in other campuses.

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Haha, Nancy. Nancy chimes in she says it's working very well.

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But they didn't change the order

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And Joe said it's working for them as well. So that's cool.

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To me it seems like a good thing. Just because I know that all of that. Oh, a content is automatically enabled for campuses and I know that a lot of the linking fails in it. So, you know, for

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And we're trying to encourage people to use. OK, so the better linking away, we can get the better. That makes sense.

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Yeah, Nancy says try searching for anything with the DIY

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It would have to be an open access think. Go ahead, were you gonna say something, Nancy.

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Okay, thanks.

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Anyone else have any questions either about unpaid while or the updates task list. Has anybody come up, who's you know anyone who is paying attention to the updates task list if you come up with a good way to kind of remind yourself to go look at it, it's really hidden

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Just would be nice to have a proactive way to monitor it, rather than reactive

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Yeah, that's a good question. Nancy, but by adding it to the dashboards. I know that you can see your jobs, but it's just mixed in there with all the other jobs.

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Anything else

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Um, I've played with it a little bit. And I do want to share that if you go in there, you can actually, if you want to keep track of it. You can actually just miss the notices.

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So if you want to actually actively work through and clean it, which I haven't been I will give that a little bit, but I've done it a little you can go through and you can say, hey, just miss these and then they won't show up again if you do another search for that same time range.

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Well, that's cool. So you can want to fix something you can get it off the list.

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Yeah yeah

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That's cool.

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Yeah, that's a, that's a good question. It would be great if it could be added as a widget. I don't know how to do that. But that doesn't mean that's not possible.

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I can look into that a little. And if I can find a way to do it. I'll add it, but you don't know off the top of my head.

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Alright, well, if there's no more discussion or questions we can adjourn for today. Just a quick reminder we did post a

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But a 10 minute summary of what the CDI is and how it's going to work and the CDI task force is going to have a open QA on Monday at two o'clock to discuss

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You guys are going to start seeing CDI references in almost starting Monday. So we're going to have a little open time to talk about what you're seeing and what it means and what we're doing and all of that. So thanks everybody for coming and I hope you have a great weekend.