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Shannon Pritting: Alright thanks everybody for attending our September SLS s update. I'll just get started because you've got a lot of things to go through
Shannon Pritting: Feel free to type in the chat. If you have any questions and we'll cover them.
Shannon Pritting: As, as we can, quick update on our monthly support meetings, not going to spend a lot of time, the one disappointing thing is that we
Shannon Pritting: Thought we had a reliable connection to having a content area rep show up at the meetings, but apparently there were some timing conflict issues which hopefully we have been we've resolved, and I've escalated it
Shannon Pritting: To the highest levels. I can to make sure that they have a
Shannon Pritting: Content rep.
Shannon Pritting: Show up so that we can engage on the biggest source of our problems.
Shannon Pritting: Which is which is content CDI type cases.
Shannon Pritting: We're finding and tracking on some pre movie indexing issues related to
Shannon Pritting: At least one campus that had the network's own Science Direct package that all of you have activated or most of you have activated.
Shannon Pritting: And then also the Elsevier all the holdings and if we deem that there is any sort of remediation that needs to happen with any of the other campuses that have
Shannon Pritting: The NZ Science Direct package and the auto holdings going will let you know and work with actually risk to resolve that as well by re indexing that set of records.
Shannon Pritting: We've also been noticing some lag in inbound link resolve or links which
Shannon Pritting: I've also escalated to the product managers and they indicate that they know they have an issue in this area and that they've
Shannon Pritting: Identified with the fix needs to be. And they're deploying the fix as soon as they possibly can and we'll keep an eye on that.
Shannon Pritting: We were asking for some clarification on networks own locating problems for articles which doesn't necessarily
Shannon Pritting: Present too big of a problem for us, but it does for some other consortium that we're hoping to do more resource sharing with via Alma
Shannon Pritting: And actually bris just said that's not supported. What we were asking for. So we do have workarounds that we're developing with the other consortium as well and then
Shannon Pritting: One campus was trying to edit a CZ record to put an alternate title and we're tracking on that because
Shannon Pritting: Apparently that's not working as planned, and we need to understand how CZ record editing works or does not work in our networks own environment. So as soon as we have resolution on that will let everybody know
Shannon Pritting: The top five update. So, this this programs been going relatively well so we had three issues that were completed Michelle did a good job of posting
Shannon Pritting: About the title match issue. And then there's a setting that you can deploy that we have added
Shannon Pritting: To to fix that issue. And then we've also had some other completed things where the resource sharing request options with an E book and then a pop up. If, in essence, a
Shannon Pritting: Something that you lent loops back to you that was causing big issues. And then in the November release of primo
Shannon Pritting: I think this is something that we're really happy that we didn't really have to push them too much on they were they understood the use case.
Shannon Pritting: And and put it into deployment. So in November, you'll have the ability to boost your own institutional search results in pre movie so hopefully what what we're hoping the campuses will at least entertain the idea is that you would, you know,
Shannon Pritting: Maybe not now, but perhaps when things get back to normal. Hopefully in mid 2021 or late 2021
Shannon Pritting: That you might put the Sunni scope as the primary scope and then just boost your institutional search results so that
Shannon Pritting: Students have more exposure to a Sunni wide collection, but that your own institutional holdings aren't overwhelmed by, you know, the holdings of the University Centers. If you're a small campus or you know that that you're not getting a lot of things that
Shannon Pritting: overwhelm your own collection.
Shannon Pritting: We also have asked for some improvements on duplicate title analysis and the network's own
Shannon Pritting: And they're taking the approach of doing this through analytics and the short term with some potential improvements and and also I think what was helpful as Maggie and I had a pretty extended meeting.
Shannon Pritting: Where the analytics, one of the analytics specialist saw how unusable analytics is at the network's own level. And I think they had the impression that
Shannon Pritting: They had made some major improvements in that area and realize that they had at least not in our environment. And from what I can tell from other console media not in their environments, either. So at least it was helpful to open their eyes in that area.
Shannon Pritting: And Tim has been doing a good job of fighting the good fight of getting actually just to understand that exception based workflows are something they should pay attention to at least that
Shannon Pritting: Perfect data in is not possible 100% of the time. And people still have to process request 10% of the time when the data is not right or the processes don't work perfectly. So as part of this.
Shannon Pritting: When a request fails to to locate in SUNY right now. It's really hard to process that request again and send it out and we know that our locates
Shannon Pritting: Are located PERCENTAGE, ISN'T isn't perfect. So there'll be the ability in the November release of Alma to recalculate the rodeo assignment which is in essence.
Shannon Pritting: Allowing you to work a request and send it out again. If the automated process does not work.
Shannon Pritting: In Alma, kind of like you would in I ll if the director quest failed, and then you needed to work that request manually, which you know many of you are familiar with. So we're happy that that's being released relatively soon.
Shannon Pritting: We try to push them in some bigger ways to occasionally to see what our boundaries are. And they they they do like to tell us our boundaries and we understand we need to accept them.
Shannon Pritting: Sometimes, so we asked to have some some additional primo deep links of larger collections, so that we could, in essence, make union catalogs for other Alma libraries like say ST. JOHN Fisher Nazareth.
Shannon Pritting: Union and actually versus just said we're not we're not in the Federated search business know and we just had to accept that and I think there's still a lot of value to doing inter consortium borrowing.
Shannon Pritting: Via Alma because there's still a lot of records to be discovered. You can still use World Cat and the World Cat scope. Lot of things we can still do that there as well. And we're still trying to get better.
Shannon Pritting: Better analysis and some some more information on locate failures and improving that it's it's a process that's working relatively well but we just want to make it better.
Shannon Pritting: So we're looking for a new top five case we have an open slot and you know we've been trying not to burden you all too much with with giving us this. But we also don't want to
Shannon Pritting: lose the opportunity to hear of some great ideas that you might have for putting into the top five because we found that this is a good way. That's much better than the nurse enhancement or that idea exchange that
Shannon Pritting: We've had pretty good response with it gets into development and within a reasonable amount of time it, it shows up in the production environment so
Shannon Pritting: Please let us know via live answers. If you have an idea for the top five. We'll wait a couple weeks before we send in our top five. They know that we're going to take a little bit of time.
Shannon Pritting: I would say that it shouldn't be something that's a major change in the system because that's really outside of the scope of this program. If you send us
Shannon Pritting: If you send us like a suggestion that would say make editing letters in all easier I would send you a response back. They would say,
Shannon Pritting: 100% I agree with you that that should happen. But we can't have make that happen via the top five. So, you know, just understand that we can't make big sweeping changes. But if there's something that really you would like to see some movement on
Shannon Pritting: Let us know if we don't get any additional suggestions and we've asked in the past and not received any suggestions.
Shannon Pritting: Our, our case that we're planning. If we don't get anything else is to request that we request that the My Account and primo v.
Shannon Pritting: Will show the download links for articles that are borrowed via Alma
Shannon Pritting: We think that's an improvement. We have I think 16 libraries that have moved to Alma for their primary article resource sharing
Shannon Pritting: So we think that it's a good enhancement to ask for. And we also want to see how open, they are to engaging with us on improvements to the My Account.
Shannon Pritting: Options in pre movie because I think there's probably some other improvements we could start to ask for too, but we want to kind of do that initial legwork.
Shannon Pritting: So as a correlation here to, you know, Sunni, Sunni library shared services. We're dedicated to the vendor management.
Shannon Pritting: With with x Libra is we know we might not always produce the speed and the exact results that you want, but do know that we're dedicated to it. We put a lot of effort into it.
Shannon Pritting: And and and we're, we're not trying to
Shannon Pritting: crowdsource this or or or really not do that as part of our responsibilities by this working group. What we're trying to do is get better input because
Shannon Pritting: We, we, we try to make sure that we're in tune with what's going on at campuses, but I think it would help us a lot. If we had a formalized way to do that.
Shannon Pritting: Through and improvements and enhancements. Working Group. We're also going to add on some some light coordination of nerves voting.
Shannon Pritting: Idea exchange and then hoping that this group would engage with us on top five cases and then reviewing support trends and then helping advise us on system wide issues and
Shannon Pritting: You know, in essence, help us shuffle the deck to see what is high priority and what we can, you know, kind of let go for a little bit, because
Shannon Pritting: This is a big, complex system that we're managing and you know sometimes we get input from one or two campuses where it's on fire for them.
Shannon Pritting: And you know, we spent a lot of time on that. Where we we might have, you know, needed to put that at a, at a little bit less of a priority.
Shannon Pritting: Certainly I'm not talking about things like broken links, etc, which we are never going to question. Anybody about that type of prioritization, but we're just hoping to get some input.
Shannon Pritting: From the community so that we can own this part of the vendor management better. Any questions on anything so far.
Shannon Pritting: All right, I'm just wanted to give you an update on the city library accessibility cohort.
Shannon Pritting: So I've been talking a little bit about this over the last few months, we have a solid dozen people who are working on this.
Shannon Pritting: in coordination with Sunni and we will start to review resources so that means reviewing the pads accessibility conformance reports and also doing some initial testing or or some
Shannon Pritting: You know, some pretty good testing, I think of the resources in conjunction with the V paths and the AC ours.
Shannon Pritting: Which I think is what will will will be needed.
Shannon Pritting: As
Shannon Pritting: renewals and new things are added for library resources and our hope is that we do this in a way where we collaborate and do it.
Shannon Pritting: One time and have multiple people involved, rather than do it 60 different ways and have 150 people involved and all sorts of different understandings about what is and isn't accessible.
Shannon Pritting: We're not going to be able to solve 100% of local campus needs, but hopefully we can get to 75 or 80% because although we do have a lot of diversity in what
Shannon Pritting: We're subscribing to. There's a lot of commonality as well. So we'll do more to keep everybody up to date. I sent a message to the directors listserv to say where do people stand with their
Shannon Pritting: You know, with the pads AC ours testing reviews as LinkedIn to the procurement and review process.
Shannon Pritting: For resources and we're seeing a small group already who that's already connected into that process and what I'm hoping to do is start to reach out to those those campuses to make sure that we're aware of and linking up to local practices enough so that the system wide approach.
Shannon Pritting: Links up enough with what will actually be accepted at the campus so that we don't have
Shannon Pritting: A system wide approach that the campuses say that's not good enough or that's not what I want. And that's even an even bigger waste of time. So,
Shannon Pritting: You know if you have any thoughts about this or you want to talk to me about where we're headed or what this means for your campus shoot me an email directly and we can talk a little bit about it.
Shannon Pritting: You know, I've been really happy with all of the support, we're getting from a variety of different levels on this so far. So you should start to see results in the next couple of months on this.
Shannon Pritting: And we've also
Shannon Pritting: Sent out live environments for several campuses on the self check on the application. If you want to be one of those campuses that uses this
Shannon Pritting: Just let us know and send us a ticket and we're going to start reviewing improvements for the second version, pretty soon I'm pretty sure that authentication integration so that a
Shannon Pritting: Campus person would be forced to authenticate and then whatever their username is from that authentication.
Shannon Pritting: Is pushed in as an identifier to that self check. So it's a one to one match, so that you're verifying who that person is, which makes this I think much more broadly useful, other than just a standalone self checkout a workstation.
Shannon Pritting: So I'm just saying that in that it's, it might be something that, you know, not just focused on the pandemic, but as a long term use where you might want to do something like self serve hold shelves, or some sort of in library use only things where, you know, people can self serve
Shannon Pritting: With with this self, self check on application long term just some ideas. But, you know, if you don't want to use it, that's fine, but it's it's available will be able to produce a production environment for you pretty quickly on this.
Shannon Pritting: We're also going to be heading into a cost savings project where we will work with a pretty big group of campuses that meet the criteria for moving the cat express
Shannon Pritting: And, you know, just give you the numbers tell you what you lose by going to cat express and then see if that's worth it enough for you. I think for some of
Shannon Pritting: Some of the campuses getting 578 $9,000 in savings is enough for you to give up the little bit of functionality that you'll give up by going to cat Express. We've already met with OCLC to talk about this project. They're aware of it. They know it's coming.
Shannon Pritting: And we have a good contact there so that we can ask pretty pretty focused questions and our hope is that this project will help with the transition so that everybody knows what they're getting into. And any sort of changes that you have enough time to do that beforehand.
Shannon Pritting: I sent this out a variety of channels, but just wanted to post it out again. That easy. Proxy. If you are a campus that is using easy proxy on a locally hosted server.
Shannon Pritting: But aren't paying for updates and maintenance that you now have until the end of FYI fiscal year 21 so in July 2021 before you need to start paying for that.
Shannon Pritting: So,
Shannon Pritting: The account managers indicated, they'll reach out to you soon to talk about what this means for easy proxy, but they've been delayed on that. So, so far, I wouldn't be surprised if it's quite a, quite a long time before they truly do reach out to you.
Shannon Pritting: I sent the pricing to the es el de for what it will be in 2021. We don't have a. We don't have a contract and OCLC. We don't have a contract past July 2021 so I don't have firm pricing.
Shannon Pritting: OCLC indicated add 5% for an estimate for next year's charge
Shannon Pritting: I'm pretty sure that it won't be 5% but I'm not going to guarantee anything
Shannon Pritting: And just to let you know that the E book I ll pilot so full, full ebooks using a token eyes URL that we're still moving towards that.
Shannon Pritting: Working on that project in pro quest is currently engaging with publishers on that. And we've reached out to campuses agreeing to participate. I think we're good there. And there's just going to be a little bit of a lag time as pro quest works with the publishers, but we hope to get started.
Shannon Pritting: In discussing things
Shannon Pritting: And looking at workflows, etc. Probably in the winter with the hopes of
Shannon Pritting: With the hopes of, you know, having something live as a beta in spring 2021
Shannon Pritting: Um, yeah. So, so David asked do you do you anticipate some type of contract with OCLC
Shannon Pritting: For all of Sunni past 2021
Shannon Pritting: I don't know. So I put in multiple requests for engaging on that.
Shannon Pritting: With procurement at a Sunni, Sunni level and thus far. It's still being reviewed. So I would say it's likely that we have something
Shannon Pritting: But I'm not, I'm not guaranteeing anything. And I'm not guaranteeing that all the products that we currently have are going to be there so
Shannon Pritting: Certainly, I have some dates that that I've put forward that is a no go. Go decision points so that if we're not able to do something in 2021 forward that we give people plenty of lead time
Shannon Pritting: But we're hoping not to do that.
Shannon Pritting: I'll turn it over to Michelle for the the CDI discussion.
Michelle Eichelberger: Awesome. Thanks, Shannon. The October release for both online.
Michelle Eichelberger: primo is a maintenance release, meaning that there are no new
Michelle Eichelberger: Things coming out in it, which is good and hopefully there won't be any regressions as well. So I don't have any release notes information for you this time.
Michelle Eichelberger: However, I did want to just take a couple slides to continue to talk about the CDI which is sucking up a lot of our all of our lives.
Michelle Eichelberger: So, it continues to be a challenging system we're trying to address this, you know, we are answering we being me we're answering questions on base camp and trying to work with campuses.
Michelle Eichelberger: I'm planning a series of CDI Lunch and Learn sessions which I'm also in my own head thinking of as CDI urgent care.
Michelle Eichelberger: I will post that information on base camp after today's session. So it'll be every two weeks for four weeks and
Michelle Eichelberger: We're not going to go super deep, it's not really a training session. It's really more of a place for you to come and ask questions.
Michelle Eichelberger: So we'll, we'll kind of break it up into some various topics where I'll talk for maybe five or 10 minutes about anything new in those areas.
Michelle Eichelberger: But it's really meant to be an opportunity for you to come and ask questions and have us troubleshoot together any issues that you're dealing with.
Michelle Eichelberger: We've been doing some CDI audits, which I do have a slide about and that's been really great. I've found it very successful to work with campus staff one on one.
Michelle Eichelberger: So how it works is we get a request for a CDA audit to the Libya answers info at Libya answers email.
Michelle Eichelberger: We go out we export a list of all the collections that you have active and then we give you advice about what we think you should do with them in terms of
Michelle Eichelberger: Should you get rid of some of this away stuff because that'd be hampering your primo searching, you know, should you turn on search for this. Should you mark this as selective so
Michelle Eichelberger: That's been a really great way to do some more one on one training for the CDI because it is so complicated.
Michelle Eichelberger: So for people who haven't reached out to us for this kind of service. You may be hearing from us. Anyway, if we go and look in your alma and see that you have
Michelle Eichelberger: A ton of collections active and we think we might be able to help you streamline some of that and make your searching better. So if you hear from us on a CTA house call that, that is why just today, I added several new FAQs on the Discovery working group FAQ page.
Michelle Eichelberger: on LinkedIn. RECORD PUBLISHING files, those kinds of things. And you can go ahead, Shannon.
Michelle Eichelberger: I mentioned the CDI audit. So if you're interested in having us take a look at what you have active and how you have an active just send us
Michelle Eichelberger: An email to the info SLC NY live answers. So as I mentioned, we will check to look at your all of your collections will specifically look at Lincoln record collections to make sure they're activated correctly.
Michelle Eichelberger: We'll look at some things that might be causing problems with availability publishing selective package, etc. Go ahead.
Michelle Eichelberger: So there's a picture of weeds on this slide because I'm going to take a dive into the weeds with you just momentarily.
Michelle Eichelberger: Nancy Bab and I have been having a discussion on our CDI early adopter base camp with x Libra, and boy are they probably sorry that they let us keep that base camp going this we do occasionally reach out to them.
Michelle Eichelberger: With specific questions. So Aaron from Binghamton had a
Michelle Eichelberger: Salesforce question where she was getting incorrect availability in primo for an aggregator collection. So she's you know you have an aggregated collection, you get all of the content in that collection, you say yes to activate new content as it comes in.
Michelle Eichelberger: And there's an option on the CDI tab in the edit collection that says is this collection selective. Do you only get some of it. So you would think for an aggregator you would say no, I get all of it.
Michelle Eichelberger: Well, what they told her on the Salesforce ticket was that she should mark that yes, even though it's an aggregator collection. So, we get it. This is completely uninterrupted
Michelle Eichelberger: But because there might be different content in the CDI kind of connected to that package versus what's in all my connected to that package in terms of
Michelle Eichelberger: Availability, they are recommending that for anything that's link resolved or
Michelle Eichelberger: Not Lincoln record again. I could spend an hour talking about all this but
Michelle Eichelberger: Anything that's link resolved or aggregator package you should mark that stuff as yes we only get some of the content. Now because this would be such a huge job for all of us to do at every single campus.
Michelle Eichelberger: Actually versus said they will be doing this for us programmatically. So what they'll do is they'll do a search, they'll search for everybody's link resolve or aggregator packages and if these are
Michelle Eichelberger: Marked as know we get everything they're going to switch it to. Yes, we only get some things, and this will hopefully fix some of the availability issues we're seeing
Michelle Eichelberger: And I mentioned this because you may see those changing and also for activating new packages, you do want to mark any aggregators as well as any selective packages as yes we only get some of it.
Michelle Eichelberger: Again, I know this makes no sense. But this is what they're telling us to do. And if it fixes. Some of the availability issues. Great. I will do whatever they tell us to do. So that is it.
Shannon Pritting: Yeah, and I just wanted to echo. You know, I think what the trend of what you're saying. Michelle was like we we understand that this CDI transition has been confusing and really frustrating.
Shannon Pritting: And I think what we're offering to do is is help as much as we can with campuses, which we've done with the CDI audits and we're trying to just do a lot of targeted training as well. And then if you haven't taken up taking us up on any of those
Shannon Pritting: Offers of help. We will start reaching out to you directly. So please do pay attention to these requests from us, because it is almost certainly something that will improve the user experience at your library and it's in it's important
Michelle Eichelberger: Exactly. Thanks, Shannon and I'm all set.
Esta Tovstiadi: Okay, you can go ahead to the next slide. Shannon, thanks. Um so hi everyone just a reminder that we're still offering to do an analysis of your high circulation physical monographs
Esta Tovstiadi: And I do want to apologize because we have it has taken a little longer than we estimated to receive the pricing information from the vendors, particularly upscale
Esta Tovstiadi: We I figured out that pro quest has been doing this title matching just in an automated way using is bn but Expo is actually taking these title lists and looking through them manually. So on the plus side, you're, you're getting
Esta Tovstiadi: More matches with upscale but with Pro quest, it's it's faster. So we've we've been trying to keep the title lists that we send to the vendors to about 300 ish titles.
Esta Tovstiadi: And then match rate has been about 10 to 25% so it's not everything available, but it's everything available that they can find on their platforms.
Esta Tovstiadi: So if you're interested. Let us know, send us an email and we are happy to help you out.
Esta Tovstiadi: Go ahead to the next slide. So just a few other updates, we're still working with Pro quest on developing
Esta Tovstiadi: Some proposals for a shared ebook DDA for some cohorts within Sunni
Esta Tovstiadi: They are currently working with publishers to negotiate a list price multiplier for ebooks, that would be purchased through the CDA so they have estimated something like a three to four times multiplier of the single user ebook price.
Esta Tovstiadi: Which, as you know, can, can vary widely, but it's generally around
Esta Tovstiadi: Sometimes, sometimes less sometimes more.
Esta Tovstiadi: Will send more information when we have it and we're anticipating that pilot to start around within the next couple of months. So we're asking them to move pretty quickly on that.
Esta Tovstiadi: For the multi vendor RFP were still working on the rubrics and working through some procurement paperwork.
Esta Tovstiadi: And we hope to have the RFP release sometime in October.
Esta Tovstiadi: But in the meantime, we are planning to reach out to vendors to encourage them to submit proposals and to give them a little guidance on what we want. We would like those proposals to look like. Because once we release the RFP. We are not supposed to discuss the RFP with them.
Esta Tovstiadi: So we have also just a few multi vendor RFP for what David asked
Esta Tovstiadi: So it's for
Esta Tovstiadi: Resources that were interested in procuring conceptually across Sunni sometimes for all of Sunni sometimes for just the University Centers.
Esta Tovstiadi: Yeah. Okay, so we have a handful of upcoming renewals so art store. So we have a Sunni wide contract for art store, I believe it was a two year agreement that began in 2018
Esta Tovstiadi: And that ends at the end of this year, but the contract allowed for two one year extensions so we're currently working with art store on that first one year extension. And then we're also working with the New England Journal of Medicine.
Esta Tovstiadi: This is one where we don't have a central contract or do central billing or anything like that. It's not on the recharge.
Esta Tovstiadi: Neither is art store by the web and. But anyway, we work with New England Journal to negotiate pricing and access for SUNY
Esta Tovstiadi: That one also ends at the end of this year, and that's just done on an annual basis. So more information will be forthcoming for those two when we have it. And that is all that I have
Timothy Jackson: Great.
Timothy Jackson: Thank you. So then, Shannon. You can move on to the next slide. Thanks.
Timothy Jackson: Everyone. So I just want to give you an update on where things stand with resuming physical resource sharing within SUNY
Timothy Jackson: As of today, we have 37 libraries, who have started borrowing and lending again in Alma, actually, I take that back. It's 37 libraries, who are doing resource sharing and Alma
Timothy Jackson: The vast majority are both borrowing and lending. We do have a few that are lending only and also a few that are borrowing.
Timothy Jackson: So for those of you where your libraries have yet to resume resource sharing an ABA I'm
Timothy Jackson: I'm keeping an eye on when you're being given in a restart date by the ELD career. And once I see that you have been given a restart date.
Timothy Jackson: I'm reaching out to you to see if you're interested in resuming resource sharing in Alma, um, you don't have to. If it's something you feel you're not ready to do yet that's perfectly okay
Timothy Jackson: Um, although if you want to start borrowing, we will ask you to start lending as well unless there are some sort of eggs extenuating circumstances where, for instance, you don't have good consistent access to your collection.
Timothy Jackson: And also when it comes to turning your resource sharing back on SL SS will take care of all of the configuration needed to make that happen.
Timothy Jackson: So right now, we're still currently using a single roadmap for all of Sunni and lending requests are set to not expire automatically
Timothy Jackson: But once ELD service resumes within the New York City hub and we start seeing New York City libraries borrowing and lending get, again, we're going to revert back to the original regional Rodas
Timothy Jackson: Because by then we should have the vast majority of Sunni borrowing and lending again, which means we'll also switch the expert day settings back to seven.
Timothy Jackson: So that's, um,
Timothy Jackson: That will automatically expire requests that
Timothy Jackson: fall through the cracks. But it's giving you all a little more time to deal with the request because I know you're all dealing with staffing issues or you might not be getting ELD service every day. So you may need a little extra time. So instead of
Timothy Jackson: Switching that setting back to four days, which originally was that go live. We're going to set it to seven for the time being. And speaking of the ELD New York City hub. I'm afraid I don't have any information on when service to that Hub will resume. I apologize for that.
Timothy Jackson: Next slide please. Shannon
Timothy Jackson: So, um, when we implemented article resource sharing back in April.
Timothy Jackson: We discovered that we were seeing a ton of locate failures because Alma was trying to locate on the article, author and when you're trying to pull up
Timothy Jackson: A record for a journal by searching for an author of an article within that journal, naturally, you're going to run into some problems.
Timothy Jackson: So what we've done is we've removed the author field from everyone's locate settings and we had previously removed the OCLC number as well because we were seeing instances where
Timothy Jackson: Sunni holdings were spread out over multiple OCLC records. And if you're locating on a specific OCLC number you're missing the holdings on the other records. So there were instances where requests were getting kicked out to Iliad, when in fact they could have been filled within Alma
Timothy Jackson: Um, so again we removed both the author and the OCLC number from the locate settings. And unfortunately, as a result, we're starting to see a slight increase in locate issues with book request. This isn't a pervasive issue, but I am seeing
Timothy Jackson: Throughout the SUNY system two or three requests a day that have located issues and these issues are mainly manifesting themselves as lending requests for either ebooks or books, you don't know
Timothy Jackson: And like I said, I'm running a daily analytics report to catch these requests and clean them up.
Timothy Jackson: If you could do me a favor. If you see that you've received the lending request for an E book or a book you don't own if you could just leave the request.
Timothy Jackson: I will take care of it for you because it sometimes you do need to actually see the borrowing request as well to really to know the best thing to do.
Timothy Jackson: But if I'm relying on analytics. I've always a day behind. So if you have the time and you see you receive one of these problematic lending requests. If you could shoot off an email to info at SOC NY dot Libya answers com
Timothy Jackson: That'll help me clean up that request in a more timely manner. Again, if you don't have the time.
Timothy Jackson: That's fine. I can rely on the analytics report, but if you if you do have the time and you can send me that email. That would be fantastic.
Timothy Jackson: And I also want to assure you are all that we are having conversations with x Libra about these low key issues and potential solutions to them. And I've been quite pleased by how these conversations are going so far.
Timothy Jackson: The product manager on the sleeper side has been been really receptive to our feedback and he's really really
Timothy Jackson: willing to work with us on this and he wants to solve these problems. So I'm hopeful that these address these issues can be addressed sometime this semester, possibly within the November release. So, next slide please share
Timothy Jackson: I also just want to remind you all that I had a session on it. Just a general resource sharing update on sep tember third just some highlights in case you missed this session, um,
Timothy Jackson: When we initially implemented article resource sharing
Timothy Jackson: The delivery of articles to users by the borrowing library was a manual process, the borrowing library would receive a PDF attachment from the lending library.
Timothy Jackson: And then they would manually forward that to the their own user who had requested the article.
Timothy Jackson: Thanks to a fix in the August released, we were able to fully automate that process. So now the only actual manual work involved.
Timothy Jackson: In processing article requests is on the lending side so library is still obviously have to download and deliver the requested article
Timothy Jackson: But on the borrowing side, everything happens automatically. And when we initially talked about resource sharing or article resource sharing and Alma
Timothy Jackson: We we presented it as something that was only an option for libraries with very, very low request volumes because of all of this manual work. So, um,
Timothy Jackson: Now, I would say all my article resource sharing is something that I think would be worth thinking about at this point. Any library that doesn't
Timothy Jackson: see very many requests that exceed the rule of five because we still, we still have some work on rule of five compliance within all of that needs to be done.
Timothy Jackson: But if if that's not something that's really an issue at your library, then all my article resource sharing might actually be a good option for you.
Timothy Jackson: And if it's something that you haven't tested yet, but would be interested in testing reach out to me and I'll be happy to set up testing for you.
Timothy Jackson: Another thing I talked about during this section is
Timothy Jackson: That when we initially put together documentation and did training on processing.
Timothy Jackson: Resource Sharing requesting Alma, we were focused on the return items function when you're receiving an item back from a borrowing library.
Timothy Jackson: And earlier in the presentation. Shannon mentioned to a top five fix for requests that loop back to you.
Timothy Jackson: Were by returning an item that hadn't been received by the borrowing library, you were actually completing
Timothy Jackson: The request on both ends, and there was no notification that this would happen. So what I was doing was running a daily analytics report and then manually recreating these requests. Now I'm
Timothy Jackson: You know, thanks to our work through the top five x Leber's has put in a warning message when you're trying to complete a lending request that was never received by the borrower.
Timothy Jackson: Um, but, unfortunately, they were only able to do this through the scan in function, not the return items function.
Timothy Jackson: So I've updated all of our resource sharing documentation to indicate that when you're receiving items back from another library.
Timothy Jackson: You should be using the scanning function, not the return items function because that's the only way you'll get the warning message that you may be
Timothy Jackson: Inadvertently completing a request that was never received by the borrower. And lastly, there's also been some updates to alien borrowing integration.
Timothy Jackson: Initially the end said add on what it would do when you received a request in Iliad.
Timothy Jackson: It would create a brand new request in all my it wasn't capable of updating an original request that was exported from Alma to ILLiad. So what was happening a lot was
Timothy Jackson: We were seeing request duplication in Alma, which was, you know, sometimes confusing users and creating work for staff because you know those duplicate requests had to be cleaned up somehow.
Timothy Jackson: But now I'm you know thanks to Bill Jones, who was a huge, huge help to me in this we have the add on capable of
Timothy Jackson: Updating a request that was initially exported from Alma to Iliad. So there will be no more duplication. It just requires a few settings changes and
Timothy Jackson: I've posted the link to the recording and also the slides are in that link as well and they contain more information on all of this. So if you missed that session that I held on the third
Timothy Jackson: Um, you might want to go back and take a look at that. And thanks for posting that link in the chat, chat for
Timothy Jackson: I also want to give you all an update on where we are with resource sharing with non SUNY libraries were very close to starting a article resource sharing pilot project with the Connecticut State Colleges and University system.
Timothy Jackson: We find the participants on our end as borrowers and lenders, we're going to have Adirondack chi, yoga Corning duchess and Ulster and Empire State College in the University of Buffalo will also be participating as lenders.
Timothy Jackson: We're still finalizing the participants on the CSU side, we have two definite yes is a probable. Yes. And then a couple of libraries. We're waiting to still hear from
Timothy Jackson: And we're hoping that we can actually go live with this sometime in October and also in October, actually, on Friday, October 9 at 2pm I'm
Timothy Jackson: Patrick car, who is my equivalent in the CSU system, and I will be giving a presentation on where things stand with this pilot project during Enoch. So if you're interested in learning more details.
Timothy Jackson: Please do register and attend that session. Next slide please. Shannon things. And the last thing I've got, I just want to talk a little about
Timothy Jackson: Automated fulfillment networks. For those of you who aren't familiar with automated fulfillment networks.
Timothy Jackson: They allow users to both pickup and return items at any library within the network. So for instance,
Timothy Jackson: A Binghamton user could request the book that's held at Buffalo and then pick it up in Albany. For instance, if they really wanted to do that, um,
Timothy Jackson: So it's really what it is. It's kind of like an enhanced version of walking borrowing um
Timothy Jackson: And we're looking in this because we expect you know this current situation with a lot of users not being close to their campus to continue, you know, well into 21 and probably beyond that.
Timothy Jackson: So, you know, further exploring automated fulfillment network functionality is something we're doing to to help better manage that situation.
Timothy Jackson: And, um, we've set up some small automated fulfillment networks in our sandbox is we don't think we'll ever, you know,
Timothy Jackson: Implement a single automated fulfillment network for the entire SUNY system, it's more likely that we'll have a series of smaller automated fulfillment networks within the system.
Timothy Jackson: So, so that's the scenario we're actually testing where we've got a couple of small fulfillment networks and then a library or two that are outside of those fulfillment networks.
Timothy Jackson: We will soon be contacting campuses to assist interest in automated fulfillment network participation, we won't be reaching out to absolutely everyone will will take a look at
Timothy Jackson: Where everyone is in in Target campuses that we think would make sense to have an automated fulfillment network like your as an example like Alfred State in
Timothy Jackson: Alfred University. They're very close together. So having an automated fulfillment network for them.
Timothy Jackson: Might make sense. So we'll definitely be reaching out to those folks and some other campuses as well. But if this is something that you already know that your library is interested in
Timothy Jackson: Feel free to proactively reach out to us by just sending an email again to the info at SLC and why that live answers com address and our overall goal for automated fulfillment network is to, you know, start small and then gradually expand throughout the 2020 2021 academic year. Um,
Timothy Jackson: So any questions about anything before I hand this off to the next presenter.
Maggie McGee: Hi everyone it's made, please. Then go protein, but it's where this is the last time, you'll see the slide, but I still want to bring it up at the deadline to move to OCLC new Exchange Server is at the end of the month.
Maggie McGee: All of the big and HR data center ID publishing profiles have all been configured to the new Exchange servers. So there's nothing. There's no action that needs to be taken on them.
Maggie McGee: But if anybody has anything else, or publishing to OCLC collections outside of that you want to make sure you move to the new Exchange Server. By the end of the month.
Maggie McGee: Can move forward please
Maggie McGee: And I want to give you an update on what's going on with the OCLC new process. Last month I gave you some not great news. And I did a presentation on
Maggie McGee: The new process. So we had some good and good news from OCLC that they're able to create a diversion process that will
Maggie McGee: Take our files from the new Exchange Server take them to the old exchange server so they can use the old processing which matches only on the OC n. So,
Maggie McGee: We're going to go back to that old process. We're going to be using the new exchange server. So that will remain the same, but it will be diverted so that we can continue to just match on the OC, and for the time being. OCLC is going to be working on a process.
Maggie McGee: To update this their new process to include just matching on the OCS without other qualifiers.
Maggie McGee: So in order to get ready for this diversion process. OCLC had asked that we put all of our big publishing profiles.
Maggie McGee: To inactive so that they can continue to add files to the exchange server that they'd have to clean up.
Maggie McGee: And also have us do a full been publishing profile file being sent. OCLC which means that you know all our holdings that have a Tag Set to publish
Maggie McGee: bibliographic records will go to OCLC and they're going to do this process that's called scantily
Maggie McGee: And they will then remove holdings that do not have anything in anoma so it's kind of a reset for our holdings and OCLC just want to let you know that he be sources. If you get anything through World Share or you
Maggie McGee: Added them manually. They're going to remain I made sure that I said, you know, because I know there are campuses that are using collections, but then World Share to add their
Maggie McGee: Electronic holdings, as well as at manually adding them. So those will be retained. It will just be a reset of the physical items, primarily, I came before publishing
Maggie McGee: So, and as I said that. OCLC is working on enhancing their new process to allow for
Maggie McGee: The Big Data sings to just match on the OH Sam without the other qualifiers. They're estimating that this new enhancement will be available for use, and the news new process at the end of the year.
Maggie McGee: Just like any kind of development, I expect the date may change, but this is their expected date.
Maggie McGee: I know it'd be really nice because it will work like we're used to our data center collections working where
Maggie McGee: It will match on the on the OC n any babe record sent without OCS will go into staging like they are, they're not being published, etc. So it's this is some good news. It's going to be a little bit of cleanup and work on OCLC in my part.
Maggie McGee: To get us there because they need to, you know, clean up and do the reset for 60 year old not 60 almost 60 campuses and I'm going to have to clean up and remove
Maggie McGee: The records from the network zone that were added during this new process phase that have no
Maggie McGee: No holdings attached and are erroneous holdings. Are there any questions.
Maggie McGee: Thank you.
Shannon Pritting: Alright, um,
Shannon Pritting: Just a quick overview that we have some
Shannon Pritting: I think the biggest thing is the advanced acquisitions webinar series. It's coming up in mid to late October and then into November.
Shannon Pritting: The castle.
Shannon Pritting: final session is is beginning, now there's a pretty big group of people in Sunni involved in that. Now,
Shannon Pritting: We just had yes or no. Earlier today, the spy nomadic vs lipstick. So if you were looking for a spine label solution.
Shannon Pritting: And you couldn't install spine nomadic, you might look at that recording excellent presentation by Maggie and Yvonne, we're looking at doing some new layout sessions in the near future as well.
Shannon Pritting: And Maggie's been doing a lot of presentations and workshops on the new MD editor and resource management in general as well.
Shannon Pritting: And then we'll continue to look at other functional area sessions as needed and look at more training on collections and data driven collection, analysis, etc.
Shannon Pritting: And we're we're looking strategically right now at what we do, or what we're planning to do in training in the for the rest of the year and then into the near future. So if you have any ideas for
Shannon Pritting: Sessions or groups of sessions that you would like to see
Shannon Pritting: You know, send us a note via live answers and just say, you know, my staff have said that they'd like a refresher on x, y, and z.
Shannon Pritting: And we can see if we can make that happen. But, you know, we're we're looking right now at what we're going to do over the next quarter or, you know, half a year so now's a good time to ask us
Shannon Pritting: Turn it over to Jennifer talk about the SLC virtual meeting.
Jennifer Smathers: Yes, well you've done half of it. There will be an SoC all virtual meeting, it'll be afternoons only from December 7 tonight.
Jennifer Smathers: We tried our best to make sure to miss important holidays and time off, and it's a little bit later than normal, but we're hoping that that will push us past
Jennifer Smathers: Most everybody's transitions that were plan somewhere around the Thanksgiving rather to go online work choose whether or not our campuses for would go online, so
Jennifer Smathers: Get ready to kick back and do some thinking with us, December 7 eighth and ninth more details when they're available.
Shannon Pritting: All right, wow, this is the first time in like half a year, I think, a long time that we've actually ended.
Shannon Pritting: With enough time for questions. So open it up the questions.
Shannon Pritting: Feel free to unmute yourself type in the chat whatever you're comfortable doing.
Shannon Pritting: All right, does not look like there's any questions during the last call.
Shannon Pritting: Yes, yes.
Shannon Pritting: I think a lot going on for sure. Holly.
Shannon Pritting: All right, I will say,