Shannon Pritting: All right, it is three o'clock. So we'll go ahead and get started.
Shannon Pritting: This is the February edition of the shared MSP updates so
Shannon Pritting: Just get into our topics. I'll be monitoring chat. So if you have any questions when either I or others are speaking, feel free to type in the chat or you can unmute yourself.
Alright.
Shannon Pritting: So one of the things that I've sent out in a couple of different areas is on a system wide opportunity for lid key, which
Shannon Pritting: We
Shannon Pritting: Went went through the process to get a group agreement with lid key because we heard from a variety of group sessions and individuals that you were happy that you were unhappy with the extra clicks to get to full text in primo and
Shannon Pritting: The Alma link result for and as we looked at the primo and the alma link resolve our roadmap, we saw that it is almost a year out before
Shannon Pritting: Improved direct linking to or one click linking to
Shannon Pritting: Content is is coming and that is only open access and then analysis coming at the end of this year for how one click linking might might work. So
Shannon Pritting: We didn't think that that was something that we could push on for actually risk to improve. So it made the most sense to look for other solutions and there was a good solution from third iron that several Sudanese were very happy with. And it had some other positives as well so
Shannon Pritting: We put out a call for campuses to let us know if they're interested. And I think 12 had said either yes or no and we appreciate know early if you do know because that will save
Shannon Pritting: me having to give ranges of pricing to campuses because I'll need to know I'll be able to know who's in and who's, who's not in so please do try to meet that deadline of March 2
Shannon Pritting: To express interest or lack of interest via the survey.
Shannon Pritting: Pricing ranges are available as well through the institutional leads
Shannon Pritting: And we will start setting up campuses and there's an option for campuses to say
Shannon Pritting: I'd like Sunni to set this up for you and we will do that, regardless of whether you have an extended support agreement or not. And if you do have an extended support agreement, we won't charge that against your hours.
Shannon Pritting: for setting up live key. And it's a pretty quick turnaround that we found there is Alma and primo setup, but it doesn't. It's, it's pretty
Shannon Pritting: Pretty standard stuff that we need to do.
Shannon Pritting: Any questions on that we had three webinars on what exactly lip key is, and those are posted out recordings of them.
All right.
Shannon Pritting: So wherever we see the opportunity to discuss partnerships with vendors, we try to do that as much as possible. One area that we thought was going to be problematic. Going forward, was
Shannon Pritting: goby or why BP implementing costs for API usage and we went back and forth with the vendor on this over the course of several months, met with him a few times met them in person to say, you know, we think that it's short sighted to
Shannon Pritting: To charge for the Gobi API. And, you know, Maggie has done a lot of work with Gobi and why BP to try to make sure that there's as much parody as we possibly can get between the Gobi API and the oasis API.
Shannon Pritting: And, you know, others have helped with that testing and really told the vendor that if you look at this as a transactional relationship. We will also look at it as a transactional relationship and our coordination and work with you.
Shannon Pritting: On that goes away. If you think that you need to charge more money for support and setup so EPS go and go be
Shannon Pritting: You know, very, very kindly agreed that they would not be charging any Sunni's for use of the Gobi API.
Shannon Pritting: So that you know if you're a goby library and you wanted to use the API ordering that you could do so either using oasis or Gobi
Shannon Pritting: And you know i know that i don't want to steal Maggie's thunder but or the the API based ordering task forces thunder, but that
Shannon Pritting: Those workflows and policy etc will be coming out relatively soon. So we expect more campuses to do this API based ordering in the near future.
Shannon Pritting: Know that you can do that with go be without that charge. I'm hoping that that flow of information is going out through the the Gobi reps as well. But we've definitely put it out previously.
Shannon Pritting: So I, I just want to, you know, have the preface that we do understand, you know, in the and the Sunni library shared services that any new cost or
Shannon Pritting: Any additional cost is is problematic for campuses to absorb. So we really try to think about what we explore as as a possible service that has cost attached
Shannon Pritting: And that was why you know I think lib key provides enough positives, where we thought that that was something that we would see what campuses are interested
Shannon Pritting: And another area that we have noticed over the last two and a half, three years, that is also have an area that that there is high need and we've discussed with multiple other multiple groups with campuses to just to see if there's enough interest for us to go forward on any level.
Shannon Pritting: That there there is there is potential and an interest within Sunni
Shannon Pritting: To get some higher quality.
Shannon Pritting: Developed development and support and training around Iliad and
Shannon Pritting: Now that the Iliad future is clear, there will be releases that will have changes and workflows, it will have positives like really improved.
Shannon Pritting: Web pages that are much more accessible and just a general improvement, but we also understand that any of that project management is is tough for campuses because you all are wearing so many hats and that no one has days to work on.
Shannon Pritting: You know re reworking your, your, your alien web pages or seeing how the decision pipeline fits with your workflows and Iliad. So we are going to start working on seeing what interest and what level of financial
Shannon Pritting: Possibilities. There are out there for us to work with Atlas and we've already had initial discussions with that list to see if they're interested. They said,
Shannon Pritting: You know, we're interested in helping you in whatever way we can. And hopefully that we can find something that drives costs down by scaling projects.
Shannon Pritting: So we're going to be putting out a survey to say, are you interested in you know development from Atlas and we'll give you some examples. You know, one click ordering to to Elliot is one example.
Shannon Pritting: Which I know a lot of people have that are some people have that in primo and it'd be nice to do that in Sunni so you know development.
Shannon Pritting: From the Atlas developers or maybe things like in person or online workshops or concierge like services where Atlas would tune up your web pages, things like that. So,
Shannon Pritting: We think this is a need. Don't feel like you have to opt into this. If this is not of interest or you don't have the
Shannon Pritting: Finances to commit to it, but we think that there's enough of a pocket where there's a positive to come out of that that we're going to be exploring it soon.
Shannon Pritting: And as you get that survey, please give us feedback on anything else that you would like out of ATLAS because they seem to be a partner who's willing to have a discussion of, like, how can we, how can we help help each other. Any questions or any, anything else on that.
Shannon Pritting: Alright, a quick update on on support. So we meet now monthly with support managers and we also regularly communicate and escalate to product managers.
Shannon Pritting: So people who are like the head of primo or resource sharing and tried to get as many issues worked out as we possibly can. And this is just, you know, I put out the full list of what we discussed we usually do 15 cases every month where we started.
Shannon Pritting: You know, try to group them together as much as possible. So it might be more like 2025 cases.
Shannon Pritting: To really find issues that we can try to make some progress on I'm not necessarily going to go through all of them, but these are you know this is an activity that we're engaged in
Shannon Pritting: We realized that we would like to see a lot of these resolved faster as with the support managers and the support people and we're trying to put as much pressure on actually breath as we possibly can so
Shannon Pritting: One of the things that we need your help with. We typically send out a call and we also will
Shannon Pritting: Put out what cases we are we are going to be discussing two groups as well, and no one has taken us up on this unless we've reached out to them.
Shannon Pritting: At this point, but it is like a needle in a haystack for us in that there are hundreds and hundreds and hundreds of cases open now. And we do our best to find that find ones that have issues. But, you know, we often go and do another
Shannon Pritting: You know, read through of the hundreds of cases and then see something to say, oh, yeah, we need to step in on this case.
Shannon Pritting: So if there's a case that has problems or you're not happy with the performance of X Libra support please tell us, but do that using our, our ticketing system. Please don't email me directly, it's very hard for me to strand, all of these things together and put it into the right places.
Shannon Pritting: And we will, you know, we will do our best to get it into those support cases that we talked about monthly, and I think we, we get a lot better traction
Shannon Pritting: When we focus on those on a case. So we, we are doing our best to find those problematic cases, but please tell us if we're not finding your case. We haven't brought it up in a monthly meeting and you're struggling with something or it has a large impact.
Shannon Pritting: So,
Shannon Pritting: Shifting gears.
Shannon Pritting: You, you all have probably
Shannon Pritting: Noticed we've done a lot of training in the last quarter and really in the last half year
Shannon Pritting: And I just wanted to make sure that you know we've we've discussed a push on training and that at at the end of a push that we were going to
Shannon Pritting: Step back a little on training and
Shannon Pritting: We're hitting that point where we have
Shannon Pritting: Put together a pretty comprehensive curriculum and gone through and try to make sure that we have done training or have extensive information on
Shannon Pritting: The areas from, you know, from staff level two more configuration or systems level and all functional areas.
Shannon Pritting: And we're most of the way there. We just have a few things to tighten up and we're going to go from
Shannon Pritting: multiple sessions every single week to more like one or two sessions, a month that will be doing for training and that's going to happen.
Shannon Pritting: In in the spring.
Shannon Pritting: So,
Shannon Pritting: That means that that the nature of those those trainings are going to change that they're going to be much more on things that we're doing as far as system wide initiatives and less
Shannon Pritting: You know reiteration of of different functions or workflows as well so
Shannon Pritting: You'll see this coming up in March and April and a real slow down and pull back from this, but I think, as you'll see from from Jennifer's update we are
Shannon Pritting: You know, we have a pretty good structure where you can pick this up at the local level and do it yourself as far as training new people or training yourself. Any questions on that.
Shannon Pritting: Or I'm going to turn this over to Michelle, because I think you're the best one to talk about this up planned initiative, Michelle.
Michelle Eichelberger: Sure, Shannon. Thank you. So I want to just talk a little bit about the network. He resources task force. This was a task force that was put together and we started meeting about a month ago.
Michelle Eichelberger: So far we've met three times and we've gathered some information from other consortia regarding how they manage whether or not they manage their resources centrally
Michelle Eichelberger: And the task forces working on narrowing down criteria to help us determine what could and should be managed centrally, and we're making really good progress and are planning to wrap this up by mid March so stay tuned, you will be hearing more about this soon. You go ahead, Shannon.
Michelle Eichelberger: Update on the central Discovery Index view probably saw that we have deferred going live until May and we're looking at Sunday, May 24
Michelle Eichelberger: If you have any concerns about that, do please get in touch, feel free to post in base camp or submit something to the live answers we haven't communicated this with x sleepers yet, but that is our working date that we're looking at.
Michelle Eichelberger: We presented an updated overview of the CDI on Friday, February 21 and the link is here to that presentation and we have a follow up session this Friday.
Michelle Eichelberger: For people who've gotten in and started playing around with it will be available. Will we, being the task force will be available to answer any questions that you come up with hopefully
Michelle Eichelberger: We're hoping that people will get in and start working with the CDI and start doing testing so that you have a good sense of what it's going to look like when you do
Michelle Eichelberger: Go live so you the two systems PCI and CDI will be running in parallel throughout the next few months until May 24 and then I just have a link here to the central Discovery Index Task Force minutes and some actually burst documentation here.
Michelle Eichelberger: So a couple of updates for March for primo. This is kind of a cool thing this data visualization. This is coming for analytics, it's going to work. Kind of like tablo if you've ever used that as a way to
Michelle Eichelberger: See your data, visually, so it's not live yet, but they do say that it will be in preview mode. So you might want to go in and take a look at that.
Michelle Eichelberger: There's a new service called quick access service and this is for to be used with Alma digital collections and it's supposed to be a way that you'll be able to see files right in your results list. It's for
Michelle Eichelberger: Your collections not free resources. So if you did have, I don't know PDFs or images in a collection, you would be able to see them right from the results list. We're still gathering information about this, but this is coming
Michelle Eichelberger: You'll see if you go and look at the release notes, there is a
Michelle Eichelberger: Entry in there where you can see online services from other institutions. I wanted to mention this. I don't think we should implement this, but I wanted you to be aware of what this was.
Michelle Eichelberger: This would be like your physical view where you could see who else physically own to this at other institutions, this would just tell you that
Michelle Eichelberger: Some other Sunni school has access to this particular electronic thing and I don't know how useful it will be. But I just wanted to give you a little more
Michelle Eichelberger: Background on that I would advise against turning it on
Michelle Eichelberger: Because, you know, unless the student wants to drive over to that campus, just to get that electronic thing. I don't know if it would be a good use of primo real estate or not. But that's what that is.
Michelle Eichelberger: There is also local extensions for CC records, which I know a lot of people have been unhappy with the metadata in the CZ so this might be a good way to enhance that content, while still
Michelle Eichelberger: Staying linked to this easy and taking advantage of automatic updates with that kind of content.
Michelle Eichelberger: You can now set up Custom Search scopes with course code. So if you wanted people to just be able to search on a particular course you can do that.
Michelle Eichelberger: And then there's also improved email templates for the send to email and you can edit it with primo studio or without primo studio. So those are all changes that are coming and the link to the release notes is here at the bottom of the slide.
Michelle Eichelberger: And then I can talk a little bit about cafe Alma, thanks so much to everyone who volunteered to MC or who brought questions, or did presentations.
Michelle Eichelberger: attendance at Cafe Alma has been dwindling and it's been a real challenge to try to get people to MC. And if you've ever attended one that did not have an MC. It's a real struggle to get the ball rolling.
Michelle Eichelberger: So we are cancer canceling future cafe almost the last one will be march 5 I think there are two more. There's one tomorrow and then one next week. So thanks again. We really appreciate you participating in this experiment, and we will be moving forward with that. I think that's it. Shannon
Yep.
Shannon Pritting: All right. Take it away, Tim. All right. Thank you.
Um, so if you could move forward for me.
Timothy Jackson: Thanks. Alright. Hi, everyone. I'm so here are our February borrowing and lending resource sharing statistics.
I'll give you all just a moment to take a look at those.
Timothy Jackson: Alright, if you can head to the next slide, please. Thank you. Um, I really don't have a whole lot to say about the volume statistics. They're not significantly different than they have been in past months.
Timothy Jackson: But one thing I did want to let you all know is that I'm starting to take a closer look at lending fill rates. Now that we've all had time
Timothy Jackson: To get used to resource sharing and Alma and overall the fill rate the lending fill rate for the month of February was 80%, which I think is really great if you compare that to elite and OCLC resource sharing
Timothy Jackson: Fill rates for those are typically down around, or below 50% so 80% is quite good. I'm very happy with that.
Timothy Jackson: I'm going to continue to look at these statistics throughout the spring and in about a month or so I'll probably start reaching out to libraries, where I'm seeing low fill rates because those could be indications of some configuration issues that we need to work through
Timothy Jackson: So I'll be letting things go for the month of March, but in early April. If I'm seeing any libraries that are significantly below average in the fill rate department. I'll reach out and make sure there aren't any problems that need to be solved.
Shannon Pritting: And Tim, I can editorialize in your section. I apologize for doing office hours. I mean, I think the the fill rate issue is one to really point to have a circulation based inter consortium system is what Alma is which
Shannon Pritting: Inevitably is going to have a much, much higher rate of you're only getting requests for
Shannon Pritting: You want to fill. OCLC based resource sharing it's virtually impossible unless you use deflections on the local holdings record or on the bib record level, you're just going to get whatever somebody sends you
Shannon Pritting: So I know that there's been a lot of I would say, lack of joy and moving to Alma for resource sharing, but there are some clear benefits of the type of system.
Shannon Pritting: That Alma is and I think this is a really good one, which is you get far fewer requests that you're just going to have to cancel because you don't you know you don't want to
Shannon Pritting: Borrow it or you don't want to lend it because it's a reserve book or it's checked out something like that. So just wanted to, you know,
Shannon Pritting: Talk about that a little bit more, but I'll, I'll leave it there. Okay. All right. Thank you.
Timothy Jackson: I'm actually you can go ahead to the next slide.
Thank you.
Timothy Jackson: So here are the turnaround time and fill rates to statistics and note when I was previously talking about lending fill rates. That's the percentage of
Timothy Jackson: Lending requests that get filled the fill rate. I'm talking about here is the percentage of borrowing requests that get filled and it's much lower than the lending fill rate because many requests.
Timothy Jackson: Get immediately export it to Iliad without ever landing at a lender. So those requests wouldn't be counted in that fill rate.
Timothy Jackson: But as you can see here, our fill rate for the month of February was virtually identical to the month of January. So we really seem to have settled in
Timothy Jackson: To fill rate in the high 50s on the turnaround time side of things we did see some improvement over January, which is to be expected. Since a significant portion of the month of January was a break for a lot of campuses. So if you could head to the next slide, please. Shannon
Timothy Jackson: Um, so like I said, the, the turnaround time continues to be good and both Albany and buffalo have provided me some Elliot turnaround time statistics that I could use for the sake of comparison. And thank you to Nikki and Angela for doing that.
Timothy Jackson: So at Albany, the average turnaround time for elite requests.
Timothy Jackson: For the month of February was 6.8 days in Alma. It was only 3.8 days. And there's a very similar difference at Buffalo their Iliad borrowing turnaround time
Timothy Jackson: Was 6.3 days, whereas an Alma. It was only 3.9. And one thing I do want to point out is that in the Iliad statistics.
Timothy Jackson: I am only including requests that were submitted directly to Iliad, so I'm not counting anything that originated in Alma, and then got export it. It's just the requests that are submitted straight to Elliot
Timothy Jackson: And it's also just requests filled by libraries on the ELD courier. So I'm not including requests that were filled by out of state libraries. So I do think that the data. It's a pretty good. It is an apples to apples comparison. Once I filter out all of those Elliot requests and
Timothy Jackson: This this data is is leading leading us to believe that all mine is indeed faster for borrowing than Iliad.
So Shannon, if you could. Thank you.
Timothy Jackson: So like I said, the fill rate is hovering between 55 and 60% and one of the reasons
Timothy Jackson: That I've seen requests go unfilled is because Sunni's holdings are spread out over multiple records with different OCLC symbols. In fact, in the image on the right you can see an example of one such item.
Timothy Jackson: On this particular book, there are three records for it in the network's own the ISP ends.
Timothy Jackson: Are identical for each record the titles are identical. And the authors are identical. These are indeed the same item.
Timothy Jackson: But it's spread out over three records with three different OCLC numbers. So what's been happening is if a for instance a user use that top record that only has one holding to submit a request.
Timothy Jackson: The OCLC number for that record gets included with the request and the locate process is unable to see the holdings attached to the other two. So in that particular instance
Timothy Jackson: It would miss 17 holding libraries. So if that one library that holds the item on the first record couldn't fill the request that request would get exported to Iliad. So to help address this issue and Shannon, if you can move on to the next slide please.
Thank you.
Timothy Jackson: So to address this issue I have removed the OCLC number from all locate profiles throughout SUNY, so we're now running the locate process on the author the title, the ISP n and the LCC and and by ignoring the OCLC number
Timothy Jackson: That should increase our fill rate. I'M HOPING THAT CAN GET US UP INTO THE LOW 60s.
Timothy Jackson: But an unfortunate side effect of doing this is we've increased the number of lending locate failures.
Timothy Jackson: So lending requests that end up in the locate failed status and have to be manually located by staff. That's not something I've gone into any
Timothy Jackson: Detail on Lee or deep detail in a training session. So I have scheduled two sessions on lending locate failures for March 6 and March 13th. Those are both Fridays, and they're both 1PM to 2PM. And just so you know.
Timothy Jackson: The sessions I I intend the content to be identical. So you don't have to
Timothy Jackson: Attend both you can attend both if you want to but one or the other will be fine. And I also wanted to let you all know that we have been talking to X Leber's about these locate issues.
Timothy Jackson: So far, they've they've been very receptive of our feedback. So I am optimistic that some changes and improvements will be forthcoming.
Timothy Jackson: Unfortunately, I can't say anything about what those changes specifically will look like, or when they might happen, but I am hopeful that we'll see some improvements to the locate process based on what we've been seeing here in Sioux
Can move on to the next slide, Shannon.
Timothy Jackson: And just a few other things I want to resource sharing related things I'd like to talk about
Timothy Jackson: Requests expiring hasn't really been a huge issue for us, I think, keeping an eye on those. And the numbers have been pretty low.
Timothy Jackson: But I was noticing spikes like after weekends or particularly after a long weekends. And since we're trying to fill as many requests and all my as we can and we
Timothy Jackson: I switched everyone's expiration time from three days to four days because there were some instances where requests were expiring, and then getting kicked out to elite on the borrowing side.
Timothy Jackson: I'd like to prevent that as much as possible. So I did update everyone's expiry time from three days to four days. So, you now have four days to fill all my lending requests.
Timothy Jackson: I also wanted to let you all know that there are new versions of the Iliad borrowing and sip add ons. The major change is the borrowing client add on.
Timothy Jackson: Gives you an option to select whatever Iliad field. You want to be the barcode in Alma, the old add on would always use the Iliad transaction number
Timothy Jackson: And I got a fair number of complaints from libraries, who would run into scenarios where
Timothy Jackson: They check an item out in Alma, and then when the user brings it back. They've lost the paperwork. So they no longer have the transaction number so staff weren't able to check the item back in because they didn't know the barcode.
Timothy Jackson: So what this new add on will allow you to do if you want, you could scan the books barcode into Iliad before receiving it. And then once you do actually receive it.
Timothy Jackson: That barcode will be passed to Alma. So the barcode attached to the book itself that you borrowed will be an Alma. So if a user loses the paperwork, you still have the barcode there that you can use to check the item and
Timothy Jackson: And one other thing. It's, it's important to note that if you if you're currently using both the borrowing client client add on, and the borrowing server renewal add on.
Timothy Jackson: If you update to a new one of one. You have to do the same for the other because changes made to the borrowing client add on had to be reflected in the borrowing renewal server add on. So you if you're updating you have to update both and I've included links to
Timothy Jackson: The FAQ is where you can update those
Timothy Jackson: Are where you can download those updated add ons. And lastly, I just wanted to remind you all have a couple of resource sharing initiatives that we're working on.
Timothy Jackson: We are going to start testing article resource sharing and Alma very, very, very soon. And then we're also going to start looking at resource sharing with non Sunni libraries within Alma
Timothy Jackson: Because we do have some non Sunni libraries on the ELD courier who are using Alma and are interested in doing resource sharing with us. And there's also the CUNY system, who will be going live on all this summer. So does anyone have any resource sharing related questions.
Shannon Pritting: All right, we'll turn it over to Maggie, then
Maggie: Hi everyone. Can you can just move the slide forward please
Maggie: Hi. So just want to update you OCLC the important profile update to allow the absolute path was rolled out in February and then rolled immediately back a week later.
Maggie: So before
Maggie: We found that out. I did all the testing, we found out the following Monday after I did testing Friday of the week it was released.
Maggie: And that Monday all sudden it was gone, because I was just making sure everything worked correctly with those
Maggie: OCLC before sending out any information to the campuses and also that they'd have the right documentation. So we had a call with x sleepers and they
Maggie: You know, let us know that it was rolled back for there were some issues that was involved.
Maggie: And it was going to be really least and it's going to be released. Now, March. So the good thing is, it's a very early release in March. So on the second I will be testing this out. Again, I'll be making sure that the files, go to correct directory subdirectory
Maggie: OCLC. And as soon as that is done. I will make the changes to all the campuses that we serve their publishing profiles for and I will make sure immediately that day as well. The instructions are sent out to the
Maggie: Campuses that set your own publishing profiles, what to do, how to make the changes it's relatively easy. It's not that complicated. There's now just a new little checkbox news have to make some configuration changes to the past of your
Maggie: Username so hopefully Monday, everything works as expected.
Maggie: And Shana did announced earlier, the new order API task force we did pretty we completed our charge. We have our policy workflows nursing to be ready to be submitted to the oldest pay
Maggie: Another really cool thing that happened this month is that Marla governor and she worked with x layperson goby to test gobies New Order API's ability to match their ebooks on the Community zone.
Maggie: Currently oasis just recently rolled out their ability to do this and they were the only vendor who had this so it will be forthcoming as well don't know when.
Maggie: It will be available, but go be at some point, hopefully in the near future, we'll be able to also match their ebooks on the Community zone and that
Maggie: Any and when that does happen. There will be some just their workflows and their configuration will match oasis as well. And there'll be less, you know, if you use this vendor do this abuses vendor do that kind of scenario. So that's some great news agenda. If you could just move forward.
Maggie: I want to thank everybody on the task force who volunteered and all their hard work. Everybody who, you know, everybody on the team was great to work with.
Maggie: They had, you know, great added value, they were using the systems live. I don't have the ability to do that. So they had really great input.
Maggie: And they, you know, talk through the workflows and problems and you know if there's any questions about anything. So thank you. Tomorrow, like a Jason know and Marion
Maggie: Did a great job. I really enjoyed working with you and I know Sunni is going to appreciate that you did all the legwork for them.
Maggie: Can move forward. Great.
Maggie: So,
Maggie: Let's see, I'm just like, okay, so
Maggie: An interesting little snafu that came up this month.
Maggie: I was working on getting him to reach out to me and they're like,
Maggie: For some reason, our ice records aren't, they're not getting expert correctly from OCLC did some investigation then worked with EQ sleepers to figure out what was going on. So apparently the merge rule from actually burst overlay all
Maggie: Overlay all fields, but local does not work as expected. So what it does is it will overlay.
Maggie: It will add fields that don't exist if it's in the master record and it will overlay fields that exist. But if the field is no longer in the master record.
Maggie: It doesn't do anything with it and it remains in the record and all month so they were updating to 62 to 64 to 64 was added to the records that to 60 remained. And so after working with x sleepers.
Maggie: Created a new module that will be applied to all the campuses. I'm going to be working on that. I did put into binghamton's production so they can test it to make sure that everything does look good.
Maggie: And as soon as that's done off letter by know once all the changes have been made and if you do notice if you do put a lot of records into your ice and you want to get this
Maggie: Put into, you know, put into configuration quick more quickly, please reach out to me.
Maggie: Next, please. Great. So we have some new release note, you know, the release notes are coming out. So there's some new stuff in March acquisitions.
Maggie: So now there's a preferred material type and purchase request. I don't think a lot of campuses are using purchase request, but I know some are
Maggie: And so now, instead, you'll be able to choose the kind of material type you want. And it's a night is will be a new feature, it will be up higher. So before it was
Maggie: In a lower position and it was called requested format. So now, instead, it's going to be up top. It's going to be called material type and so whoever's making the request can then specify material type to make it easier for whoever's doing the purchasing
Maggie: It and they're going to be improving sushi performance now hundred percent sure about what the improvements really mean.
Maggie: There's going to be now the missing data tab that's there has been renamed to monthly usage data tab.
Maggie: So in that tab. They done some color coding for ease of use for connection issues and I put a link for both of these so that you can look at the release notes to find out more information about acquisitions changes that are coming up.
Maggie: Next, please.
Maggie: And there's not too much going on in in resource management this month, but there is a change that will allow the MLS ID to appear in other
Maggie: Records and other places than they previously have. So now in repository search results for physical items electronic collections of portfolios, in that it will show the MMS ID again.
Maggie: It wasn't always there. And then also in the header for physical items.
Maggie: In the physical item editor List of holdings list of items. So when you click on to see you're holding records in your item records. That's the list of holdings and items and your electronic collection portfolio and service editors will now include the MMS idea as well.
Shannon Pritting: Alright, unless we have any questions, we'll turn it over to go for discussion on analytics.
Gail: Thank you.
Hi everybody.
Gail: I'm for one thing we wanted to let you all know about. We don't have a date yet, but I think we mentioned before that the the underlying software of
Gail: Analytics. The Oracle version is is upgrading actually versus upgrading it to version 12 and it was originally supposed to be rolled out this weekend.
Gail: But the testing at some of the other campuses were doing what they were finding some some problems with it so luckily they they deleted and they said for several months. We don't know what that means but
Gail: But we want to alert you that this is coming because there are a couple of things that that you need to be aware of this whole some of the good news is that
Gail: The data visual visualization. It will be a new a new feature and sort of a different way of creating a graphic view of your data as a new view.
Gail: It will be possible to like the pie charts and the other graphic uses a heat matrix and the the analytics design analytics will look a little bit different. And then the next slide, you'll, you'll see some of the some of what I mean.
Gail: So it's not dramatically different, but I just wanted to give you
Gail: An idea of what's going to look different on the next slide.
Gail: So again, not dramatically different, but
Gail: You have the next line. But the important things to know which is why we're mentioning mentioning in it now is that we found out that
Gail: The week before this will actually get rolled out there'll be what they're calling a freeze in analytics and it's really a freeze just means no new reports can be created that time.
Gail: Because they won't get migrated. So I believe you can use existing reports, but they're just they will. They'll be starting the migration process. So they're calling it a free so I'm hoping that they will give us enough of a heads up.
Gail: Of when when they when this is coming. And the other thing I want to mention is that as of now they are
Gail: They are saying that the institutional reports will migrate, but not the reports that you have in your my folder.
Gail: So, you know, when you log in as yourself. You have your my folder and then your institution reports are in the shared folders area.
Gail: So the reports that you have saved in the my folders. As of now, they're saying that those won't migrate. They're hoping to have that fixed, but there's no guarantees. So again, we want to give you a heads up about this so shiny. Next slide. You know,
Gail: So my suggestion would their suggestion is to copy the contents of my folder to your institution folder.
Gail: I would say don't do that now we're just giving you a heads up. So, but just want to get this out there but you know when they announced the freeze.
Gail: Before the freeze takes effect. This is what you would want to do and and if you have assuming your institution has multiple people that are doing analytics and may have content in there. My folders.
Gail: I think I'm suggesting that you create a personal folders folder within your institution folder and then that's where your staff can copy their, their content and theoretically once once they're done with the migration, you should be able to copy those folders back to your my folders.
Gail: That again this if I find out anything more. If there's a better way of doing this. I'll let you all know, but as of now, this is what is the recommended plan for when they do announced that that they're doing this upgrade.
Gail: And you go. Next slide. And this is just some links to what actually verse has put out there now but what's changing what's new in OB 12
Gail: That's it.
Shannon Pritting: All right. And if there's any questions, feel free to unmute or chat. Otherwise, Jennifer, you want to take it away.
Jennifer Koerber: Yep. Here we go. Go ahead.
Jennifer Koerber: So hi, everyone. The first announcement is the biggest announcement, and that is that we have thanks to the extremely hard work and excellent work of every one of the Shared Services staff we have completed the, the majority of the cross functional guides and the functional area guides
Jennifer Koerber: We still have the main guide main training guide which points to all of these but and we still have all the ones on the left, which were already done.
Jennifer Koerber: But as of this month he resources resource sharing and resource management are all also ready for prime time. So there are bits and pieces that are still under construction.
Jennifer Koerber: So there will be new content or perhaps slightly updated content coming in the next few weeks, but the majority of the content is there and the majority of the content is as accurate as we can make it at this time.
Jennifer Koerber: So again, thank you to everyone in shared services. This has been a really huge undertaking.
Jennifer Koerber: Even though a lot of this content exists elsewhere already adapting it for use to
Jennifer Koerber: The general population of Sunni has been
Jennifer Koerber: Has taken a lot of effort and work and I cannot understate how much time the Shared Services staff have put to this. So thank you all.
Jennifer Koerber: It's great work. It is made each guide to remind you is made up of
Jennifer Koerber: Is structured so that someone learning Alma could basically start at the main guide and then walk through search and navigation sets and jobs and then each of the functional areas.
Jennifer Koerber: And analytics and discovery as needed to learn how Alma is being implemented at
Jennifer Koerber: SUNY campuses. And again, it's not going to be specific to any one campus that is across all campuses, but it is basically how Sunni is implementing Alma and primo v.
Jennifer Koerber: And so the idea is to be that supporting structure for people learning or refreshing their knowledge of Allah and primo
Jennifer Koerber: And so the the guides are all created such that they make a logical sense for each functional area.
Jennifer Koerber: Within that, then the content is some static. So some content that just lives in the guide, but it's a lot of the FAQs that have been developed over the past couple of years.
Jennifer Koerber: That are being that are easier to maintain an update. So the FAQs are used individually as sources of information.
Jennifer Koerber: Plus, they also make up a lot of the content of these training guides so it'll be easier to manage moving forward and to keep things updated and fresh. So again, my thanks to everyone who has been a part of building these. I really appreciate all the work that you've all done.
Jennifer Koerber: Okay, go ahead.
Jennifer Koerber: I will be now that the guides are done. I can continue to offer. Oh, sorry.
Jennifer Koerber: First, I started as Shannon mentioned at the beginning of this update. We are one of the purposes of the guides is to support campus level Alma and primo training and I started that
Jennifer Koerber: Started working on that to support that with you guys via a webinar back in February earlier in February, the recording and files are available on base camp.
Jennifer Koerber: And the supporting documents for developing campus level training are also available on base camp and this includes links to the webinar and files.
Jennifer Koerber: It includes the exit the current examples of training documentation that I've received from a couple of Sunni campuses. Thanks to Duchess do
Jennifer Koerber: Oneonta and purchase for sharing their local training and documentation with me if anyone else has any local training or documentation, they'd like to
Jennifer Koerber: Share. As an example, that would be great and fantastic we can add it to the folder.
Jennifer Koerber: Also, there is a how to document on developing technical training for Alma and primo V and I'll be coming back and circling around and doing another webinar couple of webinars on actually putting that document into use. Now that again. Now that the guides are finished. Go ahead.
Jennifer Koerber: So upcoming training.
Jennifer Koerber: There is still plenty of room in the in person training offerings for the different functional areas if you follow that link at the top, you'll see more information and a link
Jennifer Koerber: To register for them. They are in March cataloging and resource management in April. He resources management and in April later April fulfillment units configuration.
Jennifer Koerber: Like is it plenty of room, go, go look for more information on what each of them all involved and how to register that link at the same
Shannon Pritting: I just wanted to say on that, on that the the plenty of room, Jennifer, that we're did unless something changes in the next couple of weeks we will be cancelling sessions because of low registration.
Shannon Pritting: So if you're planning on attending and you want to register, please do so in the in the near future, especially ones that are coming up in the next two to three weeks, like the march 18 and march 20
Shannon Pritting: If we don't hit a minimum of 12 in person registrants for any of those sessions we are, we're going to cancel them one week ahead of time.
Shannon Pritting: And it's unfortunate for us because most of the work is done up front. We've created creating scripts and you know all of the preparation that goes into it but
Shannon Pritting: It just does not make sense for us to do in person training for fewer than 12 people but so please do register as soon as you can. If you have any trouble registering just let us know and we can work on that for you.
Jennifer Koerber: Want to give the the flip side of that, with the resources online course.
Shannon Pritting: The resources online course definitely will be presented, because I think we have 13 registered for for for that course. So we are looking at
Shannon Pritting: You know, we're looking at the numbers, and if there is more interest in online courses than in person training, then that will inform how we approach training going forward.
Jennifer Koerber: Thank you. And then also, also on the slide the online sessions again as Shannon mentioned earlier in the update the kind of general
Jennifer Koerber: Single our webinars coming from shared services will be reduced being reduced, a number and frequency, there are still a few into March.
Jennifer Koerber: And then so resource management analytics is tomorrow as Michelle mentioned the CDI overview and Q AMP. A is the CDI overview Q AMP a rather
Jennifer Koerber: Where you get to ask questions based on last week's update is on Friday and then Tim mentioned the processing lending locate failure sessions.
Jennifer Koerber: Same session repeated on the third on the sixth and the 13th and then we. There are also currently weekly discovery and he resources sessions on Wednesdays. So take a look at what's coming up for that as well at the training calendar link.
Jennifer Koerber: Good and As Gail mentioned as Gail mentioned the Oracle BI is coming is being updated and Wendy Ackerman posted to base camp yesterday that CPD will be holding
Jennifer Koerber: Sunni business intelligence training in April. It is the same system as the analytics system in Alma. So while the absolute details you know the the subject areas will not be the same.
Jennifer Koerber: It's true, but the basic functionality and processes will be the same. So if you do have the opportunity to participate in that training do feel free to do so because it will benefit your work in Alma analytics as well.
Jennifer Koerber: Good.
Jennifer Koerber: And last but not least, as I mentioned, there are a couple of remaining training guides specifically a configuration slash systems librarian Training Guide, which I hope to have complete by the end of March.
Jennifer Koerber: And then in April, I will be spearheading an effort to create an acquisitions Training Guide, which is a little bit of a challenge because of the way acquisitions is done differently at all the campuses.
Jennifer Koerber: On all the campuses, but we're going to do our best to create a guy that works for everyone again to support that local training as well.
Jennifer Koerber: And as I also mentioned earlier, I will be having additional webinars on basically turning the existing guides and other documentation into training.
Jennifer Koerber: Those will be in late March and through April. There will also be additional documents and support coming up and I have proposed a pre conference workshop at SUNY law in June.
Jennifer Koerber: That will be a hands on version of this to some extent. And so if you do have the opportunity to take that I would love to see you there.
Jennifer Koerber: And I think that's it for me.
Jennifer Koerber: Thank you.
Shannon Pritting: So we should have in the near future registration coming out for a conference or a couple of day intensive sessions on collaborating across SUNY libraries.
Shannon Pritting: We, we have a couple of guest speakers that we're just finalizing the arrangements, it's going to be at are almost certainly will be at SUNY Albany.
Shannon Pritting: But it will be in the Albany, New York area for sure, but it's pretty sure that will be at university at Albany. We're just finalizing the space agreement etc with them. So please do put this on the calendar and we'll get we'll get registration information and costs out very, very soon.
Shannon Pritting: So we are setting up visits and I think we have about 12 or 15 setup for a couple our meetings with your libraries, just to hear more about how training is going
Shannon Pritting: How Alma promos going and then, you know, just to look at where there is capacity for implementing more of all MN primo or where we might need to
Shannon Pritting: Hold back on more initiatives, or at least to think about how we frame initiatives and our plan is to only visit, about half of the 60 campuses. This cycle.
Shannon Pritting: And then to see if this is a useful endeavor for us with the time that we're putting into it to see if we want to visit more campuses on a on a rolling basis.
Shannon Pritting: So I just wanted to give a quick update this isn't related to the shared library services platform directly, I guess, but we're working towards the final one year renewal on the Sunni wide Master Agreement for a variety of OCLC services.
Shannon Pritting: And then I'm working with a cross sector group that will be looking at what some of the issues, concerns positives of a master agreement.
Shannon Pritting: That will be
Shannon Pritting: Going on over the next few months in parallel, but very, very separate from this one year renewal, so that there will be no
Shannon Pritting: You know, no interruptions to your ability to procure or pay your OCLC bill, but we are, you know, looking closely at our long term review of OCLC from a procurement perspective for Sunni as a group.
Shannon Pritting: You know, obviously, every single campus still has their own autonomy to do what they choose, but just to take a hard look as we roll into
Shannon Pritting: Having to potentially do a new master agreement in the future or take a different approach. So just wanted to give that update. No, no immediate issues, but this will be a topic of conversation in the in the coming months.
Shannon Pritting: So any questions or discussion we left a few minutes, feel free to unmute yourself or type in the chat.
Shannon Pritting: I just wanted to reiterate, and perhaps a more positive note, please do register for the in person sessions. There's been a lot of work going into
Shannon Pritting: You know, creating a really interactive sessions and I would really hate it. If we have to cancel them because of a low registration. I know.
Shannon Pritting: I know that, you know, we've done a lot of training, etc. But I think people would would get a lot out of these in person trainings, if you can, if you can manage it.
Jennifer Koerber: Shannon, I put this to the chat this Jennifer I put it to the chat. But Karen caught a typo for the resources online course, it starts on Monday, May march 16 not march 18. So thank you.
Shannon Pritting: Yeah, we do understand travel and in funds or as Lauren would say that's that's
Shannon Pritting: Always difficult for sure and
Shannon Pritting: Yeah, I'm not, I'm not trying to guilt people as much as just say if you do have the capacity to do it and are going to do it. Please, please, please do register.
Shannon Pritting: Any other questions, comments, anything you want to talk about
Shannon Pritting: Yeah. So Lauren puts up a good question. So that
Shannon Pritting: That they're having, having trouble keeping up with resource sharing as it is.
Shannon Pritting: So how would you handle articles and what I would say on this is that my my thoughts on this and and Tim, correct me if I'm, if I'm misspeaking here is that this isn't
Shannon Pritting: Going to be
Shannon Pritting: An additional workload. It's just going to be using a different system and network. So instead of processing intra Sunni articles via Iliad, you would process them via Alma, potentially, and this is all, if we can, you know, make the workflow what we consider tolerable.
Timothy Jackson: Yes, she added, that's that it is all correct. We're merely trying to shift some request volume out of Iliad in into Alma. We're not looking to create new requests or additional volumes for folks to deal with. And lastly, we won't be forcing this on everyone. If the workflow is too problematic.
Shannon Pritting: Yeah, and by tolerable. I meant meets our high standards.
Timothy Jackson: Because we do
Timothy Jackson: Have a
Pretty
Timothy Jackson: Pretty tight.
Timothy Jackson: Workflow in ILLiad so yeah that standard is pretty high. And we wouldn't want to implement a system that is significant.
Shannon Pritting: Yeah. And Jennifer from Hudson Valley asked, are any other libraries doing this. And I'm assuming you mean article resource sharing and Alma and absolutely yes. But I think that's where we chose not to. Because we have, you know, at least 45 libraries using ILLiad
Shannon Pritting: Using IDs project.
Shannon Pritting: Tools and there's a whole lot of customization and automation in that and we didn't think that we could roll it out.
Shannon Pritting: And, you know, meet everyone's desires immediately. So a slower, more deliberate rollout was at least for article, something we wanted to do.
Shannon Pritting: You know, based on that.
Shannon Pritting: But yeah, we would not be we would not be the first. But by far. Many other consortium are doing this and
Shannon Pritting: You know, they came from systems that weren't quite as customized and
Shannon Pritting: You know, highly, highly worked up as as a as the Iliad slash IDs one. So I think that's where we want to make sure that we have things that are are positive and
Shannon Pritting: What I would see from this as a huge, huge positive is that we have
Shannon Pritting: Many libraries in Sunni who their only option for articles for resource sharing is wheelchair. I ll which has no open URL compliant form so their version of articles would be
Shannon Pritting: Email or fill out a Google form or an online forum to request an article
Shannon Pritting: And that would require the user typing it in where at least this article resource sharing would be a major improvement on the user end for those 10 or 12 libraries that are just wheelchair. I ll or nothing at this point for for articles.
Shannon Pritting: Hopefully I didn't under oversell it there Tim i but i think that's a fair statement. Yeah.
Timothy Jackson: No, I agree.
Shannon Pritting: Any other questions, comments, I were a little late on time so you know i if you need to go. That's perfectly fine, but I can stick around for another minute or two, or a few minutes. If anybody has questions.
Shannon Pritting: And I would say on the articles and rolling that out, we would do that. Gradually, so we do understand summer is a difficult time staffing is tight every place.
Shannon Pritting: It's not going to be that we're going to expect all 60 to come up in three weeks if 60 are chomping at the bit to come up on this, we would do our best to accommodate that. But we're not expecting that.
Shannon Pritting: Or at least I'm not maybe Tim is
Timothy Jackson: Oh, no, no, I'm not.
Shannon Pritting: Alright, so thank you all for your time. We always appreciate your attention and try to put put things together as concisely as possible. So we appreciate your, your time. Thanks.