Shannon Pritting: Alright, so it's 230. So we'll go ahead and get started. Thanks everybody for joining us today for our last LLP update of
Shannon Pritting: So,
Shannon Pritting: Go ahead and get started with things. So the first thing I wanted to do is just, you know, give a
Shannon Pritting: Big thanks to Christie, much as we did with Heidi when she went back to her campus, but the end of December is the end of Christie's release time agreement with Sunni and she's going to be going back to New Paltz full time.
Shannon Pritting: Christie has has has been through the entire migration and implementation with us. And, you know, we definitely could not have done it without her. So
Shannon Pritting: You know, if you see Christie I you know I hope you you you all give her thanks for all the work she's done
Shannon Pritting: And just
Shannon Pritting: All the different things. We took on Christie was there helping and a variety of ways.
Shannon Pritting: I also want to thank the New Paltz staff and everyone at the Sojourner Truth library and especially Mark Colson who's the Dean there for partnering with Christie to make this to partnering with Sunni and with Christy for making this happen. So if you
Shannon Pritting: If you are engaged with anything with Christy, just know that after the end of the year.
Shannon Pritting: You know, just come to one of us or two.
Shannon Pritting: Live answers and will will help you, rather than Christie. So we'll let her get back to New Paltz and
Shannon Pritting: You know, do great things there. So thank you. Thank you. Thank you. Christie.
Shannon Pritting: With that positive news as well that Yvonne caster, who has been
Shannon Pritting: Over the last two years at New Paltz as an institutional lead and the systems librarian that she is going to be full time with the SUNY library shared services. She's going to remain based in New Paltz
Shannon Pritting: But will be 100% release time with the SUNY library shared services.
Shannon Pritting: for at least the next two years. And, you know, just, we're very happy to welcome Yvonne Yvonne is going to work in a variety of areas with documentation training. And also, you know, most, most of her time will be providing support for extended services campuses.
Shannon Pritting: And things again that you know to New Paltz into the library and to mark for
Shannon Pritting: Making this work because it was, it was great to have somebody of his caliber join us and also somebody who knew Alma and primo extremely well. And then also new Sunni and all of the different configurations etc that we have within Sunni and our alma Prima so
Shannon Pritting: Great move for for all of us. And we're looking forward for
Shannon Pritting: For Yvonne to join the team and you know she's gonna be reaching out to the people. She'll be working with. And we're working to incorporate her into everything that we're doing in the shared services as well.
Shannon Pritting: So we a couple of months ago announced it esta toasty. It was joining the Sunni library shared services team. And over the past
Shannon Pritting: Few months, as has been doing Allman primo support she's been doing some training.
Shannon Pritting: And in beginning in March of 2020 S is going to be moving into a new position in the Sunni library shared services as a Sunni shared collections coordinator. So over the next few months we will be moving a lot of esters portfolio of supported campuses to
Shannon Pritting: To Yvonne and to others in the team and then
Shannon Pritting: As that will be working more in the Sunni shared collections space so not exactly a fill of the position that john Schumacher had for many years.
Shannon Pritting: So, you know, will be she'll be doing some of those duties, but to looking to look at both shared provision shared purchasing and then also shared strategies of collections to move us forward in a much more collaborative manner on the collection ends so
Shannon Pritting: This position will be evolving so expect, you know, over the next year that as the mark McBride and myself will be working to
Shannon Pritting: Try to tune in all of the things that this position will be doing to keep us moving years ahead, while also filling as many needs as we can, that are that are short term too so congrats to esta on that.
Shannon Pritting: And you know and I know that having Yvonne fill a lot of the duties that Esther's doing that will have a smooth transition and it's great that we have a few months to do that, to make sure that you know that everything is clearly communicated and transfer
Shannon Pritting: Alright, so I just wanted to give a quick support update we have
Shannon Pritting: monthly meetings with support management at asleep, Russ, yesterday we met with them as soon as I have a spare moment I will post the minutes of our meetings which go down into more granular detail about cases we discussed, etc.
Shannon Pritting: So I just wanted to give a quick update on on on support and discussions. I know we've had some downtime recently no downtime is ever good
Shannon Pritting: You know, just trying to put it in the context of this is the first bout of downtime that we've had.
Shannon Pritting: And as part of our service level agreement we have some some uptime guarantees and I've asked for a quarterly report of our downtime.
Shannon Pritting: And I'll share that out with everyone. Once the cloud management services that actually deliver that quarterly report to us.
Shannon Pritting: And, you know, we'll keep an eye on on downtime and figure out what the root cause was and see, you know, just keeping keeping an eye on it and then getting some some more data on that as well. So
Shannon Pritting: We've also asked for a specific data on primo speed improvements after the November release, which I, you know, which everything I've heard and the claims of X libraries are that that this really brought primo V forward significantly shaving seconds off of
Shannon Pritting: Searches, both from a, you know, from an average search speed and then really reducing the percentage of
Shannon Pritting: searches that were, you know, in essence, failed searches because they took too long. So we've asked for data on that and
Shannon Pritting: I've been told they're working on it. They had some issues with the tracking software that they were using, and they're going to get me some new data.
Shannon Pritting: relatively soon. And I'll share that out as soon as I have it with everyone. And then if there is any action that we need to take to
Shannon Pritting: Start to drill down on further improvements with the speed of primo v will will do that. And to the best of my knowledge, I think we have all of our indexing or publishing issues resolved. I've not heard that are any further problems with something that should be
Shannon Pritting: Published to primo not showing up in the amount of time that it's supposed to. So if you still have any indexing issues, let us know ASAP.
Shannon Pritting: Because our understanding is that there aren't any any more of those. And you know policies that we had to endure the few months getting to the root causes of those. But I think we're past that.
Shannon Pritting: So one of the things that we've been doing as well is is looking at cases across all of the institutions. So the Shared Library Services staff team.
Shannon Pritting: We review regularly the hundreds and hundreds of cases that are open or in different levels of openness or, you know, tracking how how cases are being closed and we're bringing up problems with service with the support team.
Shannon Pritting: You know, we hope that there will be a you know positives coming out of our bringing this up to them and I think we need to continue
Shannon Pritting: Bringing issues to their attention with response time communication, things like that. So we are we are having those types of engagements and we drill down to the case level and also try to go up to a larger perspective and group cases together and then look at trends as well.
Shannon Pritting: We're also presenting different initiatives that we're looking to do to see what x Libra will or can do to support us in that. And right now it's unclear how open X leaders will be to use their customer success team to help us with new initiatives and
Shannon Pritting: You know the other option is that they will give us a professional services, quote, or tell us how many professional services hours they think we will need and you know as soon as we have some of that information back from X Libra.
Shannon Pritting: You know, we will we will work with the appropriate stakeholders to see what decisions. We could make
Shannon Pritting: So one of the issues that we brought up is, we were very unhappy with response time on some things that we thought were really core issues that
Shannon Pritting: You know, we were just kept asking, why does it take this long for you do to why does support what is takes support this long to
Shannon Pritting: Address a resolution or even really to communicate updates on it and you know the specific example is that we have I think seven or eight
Shannon Pritting: Cases open about progress ebooks central integration jobs failing not working well and we, you know, we said, what, what's the
Shannon Pritting: What's the holdup here. Why is extra leverage not seeing this as a priority and the response that we got back, which I was a little surprised by was
Shannon Pritting: Well, your libraries set this as a priority normal. So, you know, we're a big company. We have lots of cases and we treat priority very seriously and
Shannon Pritting: We didn't see this as a priority, pretty much. I mean, that was not exactly what they're saying. But that was the gist of the message that they were communicating between them and us.
Shannon Pritting: Which did not make us satisfied and we said, well, you know, we will encourage
Shannon Pritting: Having heavy use of high priority which led to some polite but you know disagreements will say,
Shannon Pritting: And so then we kind of got to a point where Sunni and the support team and X Libra is talked a lot about
Shannon Pritting: The need to make things that were a high priority an actual high priority in in in Salesforce, so you can easily set the priority when you submit the case. But if you don't
Shannon Pritting: Put the appropriate priority when you submit the case, you can always add a comment and say please change this to high priority. I meant to have it high priority, but I put lower normal
Shannon Pritting: So I then asked actually bridge to say, well, what do you, as x Libra support deem as high priority and their response back was
Shannon Pritting: Something that was a disruption or prevented you from doing your daily processes or involved financial matters.
Shannon Pritting: Things like Acquisitions, they said. And so I said, well, that's certainly a good start on a definition of high priority from support perspective but
Shannon Pritting: I think you left out the thing that is at least from a Sunni perspective likely the most important and would be a high priority which is something that has
Shannon Pritting: You know, is preventing a user from getting to content or is presenting a bad user experience that I said x lever support do you accept this as a high priority.
Shannon Pritting: Because the users are the ones who are just as important as anyone else, or the, the most important party or stakeholder
Shannon Pritting: And they agreed that yes, high priority would be something that created a bad user experience or prevented the user from getting to content or did not allow the user to get to something so
Shannon Pritting: Please, please, please use high priority. If any of these criteria are met, things like disrupting your daily process is
Shannon Pritting: making it harder for you to settle financial matters or receive or receive items or or close invoices, or it's something where your user is impacted in a negative way.
Shannon Pritting: We and Sunni will also be monitoring and tried to pull up priorities, where we think that something really should be a high priority.
Shannon Pritting: But we're dealing with hundreds of cases we, you know, just to be honest, we don't have fantastic reporting tools in Salesforce. So it's a lot of looking at cases, one by one by one by one and you know I like to think that we're pretty good. And we're pretty responsible at this but
Shannon Pritting: It's really hard when we are dealing with hundreds of cases in a variety of different levels. Any questions on that.
Shannon Pritting: Sorry to go so long on that, but I feel like, you know, we need to spend some intention.
Shannon Pritting: And talking about that.
Shannon Pritting: So just taking a quick minute to look back on the year it's been a pretty impressive year you know every that's what December is about looking back on the year and saying, like, what are we going to do in the next year. You know what's 2020 going to bring
Shannon Pritting: We've done a lot. We didn't put up any numbers with how much training or hours of presentations webinars that you've engaged with us on
Shannon Pritting: Mostly because we've done so much that I think we would have missed a lot. I mean, we've done at this point.
Shannon Pritting: I would guess, well over 1000 hours of presentations webinars, etc, probably a couple of thousand. But one of the, you know, one of the things that we've that we've done is is created well over 400 really well developed FAQs which serve often as as documentation.
Shannon Pritting: Which are getting heavily used major thing we did is we all moved into the shared library system. You know, I think our big hiccup was primo, but for the most part it was a it was a pretty positive
Shannon Pritting: Implementation.
Shannon Pritting: And it brought on a lot of new things. So there's been a lot of change a lot of new tools for 56 campuses. This is the first ever true a resource management system that we have. We are planning on spending the next year doing a lot more support so that we can
Shannon Pritting: support and training so that we can help you fully take advantage of the resource management system because this is not not been a tool that's been in everybody's toolbox.
Shannon Pritting: You know some things that were just major updates, which, you know, hundreds and hundreds of hours went into this things like authentication.
Shannon Pritting: Only about a dozen campuses had authentication as part of their of their, their library management system, everybody, but one has authentication going now. And that took hundreds of hours of meetings to actually leverage myself others your IT staff.
Shannon Pritting: All but all but two campuses now have si es loading. Lot of people
Shannon Pritting: You know, Gail was was was the major leader here, but there were a lot of other people to Bill Jones did custom application development work to get some other people into si es loading. So, you know, a system like Allman primo which allows you to
Shannon Pritting: Use user data to show different services and to really tune in things that doesn't work if you don't have accurate user data in there. And that's something that we made leaps and bounds over the last year and it was because of a lot of work that led to this.
Shannon Pritting: And the other thing too is acquisitions functionality, only about a dozen campuses were using acquisitions in any meaningful way and Alice
Shannon Pritting: I think we're somewhere around and Christy as one of her final projects is doing an audit on who's using acquisitions and what ways so that we can
Shannon Pritting: Start to target support and training so that we're moving forward even further with acquisitions, but I think we have about 40 libraries for using acquisitions in a meaningful way and Alma
Shannon Pritting: That's a major thing of like being able to actually say this is where my money is going. Here's how it's attached. Here's how it's getting used, etc.
Shannon Pritting: And the thing that I think is, you know, one of the issues that we don't are not issues. It's a positive. It's a very positive that we don't talk about enough is that
Shannon Pritting: We really didn't have any unanticipated data migration issues. Believe me, I've been involved in the data migration migration issues that we've had. So I'm not saying we didn't have any but many of you have talked to other console media and as have I, and we had a really clean data migration.
Shannon Pritting: From all the pieces that we put into Alma, and a lot of people have a lot of credit for that oldest I think did a fantastic job of having our bid records ready you as campuses responded to all this, when
Shannon Pritting: You know, you're going through the multiple recommendations you as the campus responded to Christie Heidi and I as we were trying to kind of untangle to not great.
Shannon Pritting: Implementations and the results of it of link revolvers, and trying to get from Full Text finder into Alma in a way that left you as clean as you possibly could be on the data. So
Shannon Pritting: You know, I don't you, that is a major feat that I think we did as well as any consortium that I've talked to, or better. I mean, I don't want to boast, but I think this was a really strong area and I think
Shannon Pritting: A lot of people who have a lot of credit and you know I appreciate all of their time as well.
Shannon Pritting: So that's looking back on the year it was a it was a very impressive year and thank you all for all of your time.
Shannon Pritting: Everybody at the campuses. You've spent hundreds of hours. We appreciate it. We, we couldn't have done it without without you. Yeah, and Gail's bringing up Natalie, you know, Natalie's definitely not on the call, she's enjoying her retired life.
Shannon Pritting: But, you know, Natalie was one who did a lot of work for us and getting us to this point. Lots of people
Yeah.
Shannon Pritting: So looking forward, so into 2020 and beyond. I mentioned this last time that we have an initiatives page. We're going to try to project out our initiatives and what the Sunni library Shared Services staff is hoping to do in the near future.
Shannon Pritting: We have about the lat than the next year we have mapped out there probably will be other things that come up and you know we will review them plan them trying to make sure we have enough resources to do them well if you're interested in providing an initiative or suggesting one
Shannon Pritting: If you have a channel into a working group start there, if not submit a live answers request and we'll, you know, we'll work through the SOC channels to get that
Shannon Pritting: Reviewed and figured out what what priority that that might have. So a preview. I know we put the URL out there, but I know you're all busy.
Shannon Pritting: probably haven't looked at it more if you have, you might not have looked at looked at it a whole lot Gail is hard at work at getting a first cut and I think a pretty good first cut of
Shannon Pritting: Shared consortium Alma primo Analytics reports. So, you know, trying to reproduce. Most of what we had in Alice in one way or another, and we'll definitely have some
Shannon Pritting: Some more information and you know some some training to connect up what those analytical what those shared Analytics reports are obviously Gail is going to work to make them as descriptive or put descriptions that are as meaningful as possible. But that's something we're working on.
Shannon Pritting: Yeah so. So Jennifer asked shared as in network zone or common things like iPad so
Shannon Pritting: Not network zone. This will be common reports that campuses were running
Shannon Pritting: And it might be reports that you could use to do iPads reports, but
Shannon Pritting: You know, I don't know if we're quite ready to say run this. Or here's a dashboard, where you can just plug it in and it works with iPads, because
Shannon Pritting: We still don't have enough people where we're comfortable that they're using analytics or not, analytics, but acquisitions in a way where we could roll that out. And unfortunately, if it's coming from us.
Shannon Pritting: We, you know, we feel responsible for it. I know others have been using analytics for things like iPads and probably have a dashboard for it. So if you're willing to share as a campus and campus, you can wash your hands of it a little bit better than we can.
Shannon Pritting: So short answer is common stuff but not that like aspirational package of, like, for all of Sunni. Here's a dashboard for iPad zero
Shannon Pritting: What's the other one. Lars, those types of things that's in our that's in our
Shannon Pritting: In our longer term.
Shannon Pritting: Goals, but I think we need to be clear about the how well that scales. But if other people are doing that, feel free to share with with other campuses.
Shannon Pritting: We're working on CDI and we will be implementing that Michelle is going to tell talk a little bit about where we're at. There
Shannon Pritting: We will be reviewing he resource management in the NZ figuring out what are, what what collections, we may want to take on in the NZ managing them and
Shannon Pritting: You know, figuring out what gets us the best return on our investment of time and effort local resource types in the networks own we're looking at implementing those in the near future to
Shannon Pritting: We chose deliberately not to implement Article resource sharing and Alma during implementation, we thought it was just too much. We're going to loop back and try to determine whether this portion of Alma is ready enough for us to implement as some sort of a
Shannon Pritting: Piece of the ecosystem of Article resource sharing in Sunni and those of you who have really well developed article resource sharing workflows, we don't we don't think that this will necessarily replace those
Shannon Pritting: But there are many Sunni's who do not have any sort of Article based article resource sharing and this would be a huge leap forward for a campus who's relying on World Share for I ll which has no possibility of a user submitting a form, it's all mediated so
Shannon Pritting: We're looking in. I believe the July timeframe to have a conference to talk about shared library initiatives, and more specifically in the consortium environment so that we have a larger
Shannon Pritting: More forward facing discussion about how we can collaborate better together and then connect that up with the practical things and projects that we're doing as well. So that's what we're planning right now sure there will be new things coming up as well. Any questions on that.
Shannon Pritting: Many of you have also been in the several presentations, we've had on alternative access if
Shannon Pritting: Certain big deal discussions don't continue, I don't have any information to share in this context about that, about those negotiations.
Shannon Pritting: But just a reminder
Shannon Pritting: The recordings are out there, but
Shannon Pritting: We've presented on a few different alternative access strategies for articles and we have the SUNY library Shared Services staff will help you to
Shannon Pritting: Implement those those strategies either interlibrary loan or through your link revolver just send us the times as much information as you can to live answers and we will set up.
Shannon Pritting: A meeting with you to go through and console, how you can implement alternative access strategies for for articles for whatever
Shannon Pritting: For whatever subscription, you might want to think differently about
Shannon Pritting: So we've been tracking on a variety of things. And we tried to communicate when when we figure them out or when we
Shannon Pritting: Know that things that might be problematic come up and Gail just did a report from the network's own looking at all of the different instances. And many of you have
Shannon Pritting: A vast majority or all or almost all of your patrons, they're going to expire soon so
Shannon Pritting: Just a reminder that
Shannon Pritting: Expired patrons has a much larger effect in this unified environment than it did in our so unless you plan on updating those
Shannon Pritting: Expiration dates via an si es load in the very near future, you should use the update notify users job to update your expiration dates very, very soon so
Shannon Pritting: Once that user is expired. And many of you it is 90% of your users or more their primo login won't work, which also means that the link resolved or won't show them the appropriate services because they won't be able to login to see the services.
Shannon Pritting: Any sort of due date will be truncated that includes resource sharing won't go beyond the expiry date and
Shannon Pritting: It also has an effect on walking borrowing and you won't be able to you know those walking borrowers won't be able to go to another institution and and be able to
Shannon Pritting: Borrow things either we're recommend recommending that you are liberal with your expiration dates, moving forward, especially if you're not a campus who is going to regularly like weekly or monthly run in si es load.
Shannon Pritting: Because the longer loan dates with resource sharing and then also the really negative repercussions of
Shannon Pritting: Expiration dates as far as being able to login and even see your account.
Shannon Pritting: Means that you probably shouldn't be using the semester at the end of the semester as the
Shannon Pritting: Expiration date because, you know, yes, some students do not come back. The second semester of the academic year.
Shannon Pritting: But for the most part, the vast majority of them do. So try to give yourself some lead time, I would say a year forward on expiration dates would be something I would use if I were to campus.
Shannon Pritting: And if you're using the expiration date because you want everything to be due at the end of the semester. Our recommendation is that you use, and their end of semester event and then link to that in your to use
Shannon Pritting: To shorten that due date, rather than to use the expiration date of the users and the patrons to do that.
Shannon Pritting: It will be communicating out. If you are one of those campuses that has lots and lots of users expiring, but, you know, if you want to be proactive. You should look at that in
Shannon Pritting: And analytics, I think, Gail has a pretty good report that you can just use in the Sunni consortium Shared. Shared analytics that will show you what your expiration dates are
Shannon Pritting: Going to turn it over to Michelle to talk about Central Discovery Index where we're at with that.
Michelle Eichelberger: Everybody I know there have been a lot of questions about this recently. And when we first started looking into the central Discovery Index. We were hoping to go live in early January.
Michelle Eichelberger: And the CDI Task Force has been doing an excellent job doing testing and we do not feel that it's ready to go live yet there are two significant fixes that actually versus planning to do on the fifth of January and
Michelle Eichelberger: They have to do with availability not working correctly and also the inability to suppress collections from being searched so until that's fixed. We can't make any recommendations.
In regards to going live
Michelle Eichelberger: We have been communicating a little bit here and there. And the reason we haven't been sending out official communication is because it is messy and we don't have anything clear to
Michelle Eichelberger: Send out to everyone. Yet, however, we did put up the minutes and I have a link to the Minutes there from our meetings and also X Leber's had given us as number of documents.
Michelle Eichelberger: We have a base camp with them, where we're going through and asking questions and they're responding. So, that is also there in the live guide link that's on this slide.
Michelle Eichelberger: Oh, I'm sorry. How can you hear me better now.
Michelle Eichelberger: So again, apologies that this isn't ready but we really don't want to push everyone to go live with a system that's not ready, we felt that primo was not quite ready to go so
Michelle Eichelberger: You know, we don't want to have everybody goes through the same thing. So
Michelle Eichelberger: You know, if everything was great. After January 5 there's a possibility we could maybe go live the weekend of Martin Luther King Day, but we don't know that for sure. So, we will continue to communicate with you.
Michelle Eichelberger: And again, if you're interested in the kinds of problems we've been finding, you're welcome to go look at the Minutes.
Michelle Eichelberger: Any questions about that before I move forward and
Shannon Pritting: And, you know, I'm not speaking for the task force, but I've been in a lot of the discussions, but you know, I just want to try to characterize this a little bit. And, and, you know, just because
Shannon Pritting: We definitely heard you on the pain of primo and that that that was something that we would have wished would have been a much better part of the implementation. You know, I think the CDI, it is certainly much more completed than primo V was before we are much more ready
Shannon Pritting: And there are other concerns idea that are going live with the CDI in the very, very near future in the next couple of weeks.
Shannon Pritting: We're choosing not to because we want to make sure that one. We understand everything as much as we can and then to we we also
Shannon Pritting: Want to be careful that there is no further disruption in discovery or any describe any disruption is mitigated as much as we possibly can. So I think we've we're. I don't want to use the word conservative but I think we're being thorough in, you know, deliberative on this.
Shannon Pritting: Because we know there's been so much disruption in this in this area, and I think we just got to a point where we fully understood the PCI and how everything worked because we had those indexing issues.
Shannon Pritting: And that's why we haven't communicated out a lot is that we're trying to triangulate some answers back from X Libra is to make sure that we can translate things well for you.
Shannon Pritting: I know you said all of that to Michelle, but I just wanted to kind of give you all a lot of appreciation for your work in that task force and you know that we're trying to make this as smooth as possible.
Michelle Eichelberger: Thanks, Shannon. What you said you said it better and
Shannon Pritting: And we're sorry that many of you through primo news got a an email that was not not in context, pretty much, saying that we're on any oh five, which is the server. We're on that.
Shannon Pritting: Here's the schedule. There's a lot of flexibility in that schedule where you don't actually have to go live.
Shannon Pritting: Until you know into summer. So I would say, you know, we can't control what actually Bruce emails you. So do you know loop back to us.
Shannon Pritting: If there's any further communication about CDI and we're trying, you know, we're, we're in a different scenario. And we're communicating directly with actually Russ and thanks to Nancy Bab into
Shannon Pritting: Michelle for the work is co chairs of that of that task force, but there's a lot of others who are doing great work too.
Michelle Eichelberger: Okay. Thanks, Shannon Yeah.
Michelle Eichelberger: So there is a new release coming in January primo. There are a couple of new things. There's going to be a voice search assistant that lets users. Enter search terms, using their devices microphone, which is pretty cool.
Michelle Eichelberger: I have the link to the release notes here on the slide improved handling of suppressed records.
Michelle Eichelberger: This is a problem that was specific to Alfred that I know of off the top of my head, but the proxies that weren't working for direct linking those are supposed to be fixed in the January release.
Michelle Eichelberger: Another thing that's been fixed is they were missing date parameter tags and I'm hoping that that will improve some of our linking
Michelle Eichelberger: They also fix are fixing inconsistent searches within Course Reserves using the course code.
Michelle Eichelberger: Sunni has several open cases about that. So these are the things that they say are being fixed and we will of course do testing. After the release. But I think there's some progress being made here.
Michelle Eichelberger: I also linked to the release notes, which I'm not as familiar with as the premium ones, but one of the most important ones, I think, is that now Alma will be fully compliant with counter five, so all of your sushi.
Michelle Eichelberger: Reports, those kinds of things should work much better now after the January release.
Michelle Eichelberger: And go ahead channel. Thank you so cafe Alma is booming. Weird. It's been great. There's been wonderful discussion, all of the recordings are linked and you can find them on the cafe on
Michelle Eichelberger: Live guide. So the next chunk of sessions will be related to resource sharing
Michelle Eichelberger: And we are always looking for MCS so if you would like to MC a session, please do sign up the sessions go much more smoothly. If we have an MC. We had one without it. And it was a lot of awkward silence and texts are chatting.
Michelle Eichelberger: So we would really appreciate it if you would be willing to MC. And of course, here's the link to the cafe on the online and thanks to everyone who's already emceed and contributed to these sessions I think they've been really helpful.
Go ahead and I think I'm done. Thanks everybody.
Shannon Pritting: All right, turn it over to Tim
Timothy Jackson: Alright. Thanks, Shannon. You can move on to the next slide.
Timothy Jackson: So I just want to start by taking a quick look at at December's resource sharing volumes and keep in mind.
Timothy Jackson: December is typically a slower month plus we've only got about half a month's worth of data here. So the numbers are a lot lower than what we've been seeing in the past.
Timothy Jackson: You can see that buffalo is still by far our biggest borrower. I'll be talking about that a little more in just a minute and
Timothy Jackson: On the lending side our big lenders are you Albany and Binghamton and Shannon, if you could move forward. And just one last thing I will be posting the full stats for December in early January.
Timothy Jackson: So like I said, buffalo is still our biggest borrower in the SUNY system. And again,
Timothy Jackson: That's mainly because they are one of the few Sunni libraries, who have added the Sunni catalog scope to their everything search. So their users are just seeing a lot of records for items at other campuses and are then submitting requests.
Timothy Jackson: I have started to help balance things out on the lending side a bit. I've started testing out customized road management at SUNY Geneseo to push more of their requests.
Timothy Jackson: To buffalo that's been going well so far. So in the new year. I do plan to reach out to a handful of other libraries.
Timothy Jackson: To see if they would also be willing to have their road as managed in a way to help balance out our resource sharing lending volumes, a little better and Shannon, you can go to the next slide.
Timothy Jackson: I'm
Timothy Jackson: Also I'm we're still seeing pretty low volume on the borrowing side at a lot of campuses. So I've, I've been emailing a lot of places.
Timothy Jackson: recently about editing their world cat open URL configuration to direct requests to primo instead of Elliot, and the benefits of doing that.
Timothy Jackson: By directing the requests into primo and ultimately all my resource sharing. You can your users will be able to better take advantage of the 16 week loan period, the guaranteed renewals for faculty and grad students and the lack of resource sharing turnaround, or excuse me recalls.
Timothy Jackson: We're also seeing really good turnaround time in Alma so that you know diverting more requests into Alma could help improve the service to your users. And lastly, I just want to remind you all that
Timothy Jackson: If you're diverting requests from Elliot into all my, you can still configure Alma to send any requests that can't be filled to Iliad after it's passed through the rotors in Alma
Timothy Jackson: And Michelle put together a really great FAQ on how to change the settings. She's also been helping you know answering follow up questions to my email. So I just wanted to say thank you to Michelle for all of her help with this project.
Timothy Jackson: And chin. You can hit on to the next slide.
Timothy Jackson: So here are our fill rates in turnaround times dating back to August. You can see on the fill rate side things are generally improving, although we did. Unfortunately, take a little step backwards in December. I'm hoping that might just be
Timothy Jackson: You know, a sample size related blip because again the sample size isn't that big for this month, although I suspect it could be related
Timothy Jackson: To what I was just talking about our, our efforts to get more requests coming out of World Cat going through Alma because naturally
Timothy Jackson: If you're looking in World Cat, you're not being limited to items that Sunni owns so anytime a user lands on a record with no Sunni holdings, it's going to immediately get kicked out to Elliot, so I suspect that is partly responsible for that slight dip and fill rate.
Timothy Jackson: On the turnaround time side of things continue to get better. We're down to 3.8 days. Hopefully, that is not a sample size related blip. And that's a true trend that we are getting better at filling requests more quickly and Shannon, you can hit on to the next slide.
Timothy Jackson: So like I said, We've we saw that decrease in fill rate which which is unfortunate, I am continuing to work with x Libra on potential issues with the locate process that could be suppressing that fill rate.
Timothy Jackson: So I will keep you all posted on my efforts there.
Timothy Jackson: And like I said, the turnaround times are getting better.
Timothy Jackson: And I recently conducted to online training sessions about advanced borrowing and lending resource sharing workflows that I'm hoping will help address some issues. I was seeing with requests that were ending up in
Timothy Jackson: You know, the less frequently seen request statuses. They weren't always being
Timothy Jackson: processed in a timely manner. So I'm really hoping that the sessions will help
Timothy Jackson: Help those turnaround time numbers continue to improve and I've added the URLs to the recordings that I posted. Unfortunately, I've since discovered that there is an issue.
Timothy Jackson: With the lending recording that I will be taking care of tomorrow. And once I've done that I do plan to send
Timothy Jackson: All of these URLs to the resource sharing context, we have on file to make sure that everyone throughout Sunni is aware
Timothy Jackson: Of some of these less frequently seen statuses and the fact that they they do need to be monitored every day, you're processing requests. So if you are one of the resource sharing context. Please keep an eye out for that email.
And Shannon, you can add. Thank you.
Timothy Jackson: I just want to talk a little bit about some of the future resource sharing related initiatives. I know. Shannon touched on this a little bit.
Timothy Jackson: At least a few of these. But the first one I want to talk about very briefly is Bill Jones and I have been working on improving the borrowing and sip add on.
Timothy Jackson: Mainly to allow it for requests that have been exported from all my Iliad, to allow alien to update the original request in Alma instead of creating a brand new request.
Timothy Jackson: Bill and I are pretty close. I really hope that we can have something out to everyone in the new year and I just, I don't know if bills here with us, but I just want to say, big, big thank you to bill for all his work on that.
Timothy Jackson: And like Shannon said earlier, we are looking going to be looking at articles resource sharing in Alma during the spring semester.
Timothy Jackson: And this summer we plan to start looking at resource sharing in Alma with non Sunni institutions, the big consortia that we would naturally want.
Timothy Jackson: To be able to do resource sharing with through Alma is the CUNY system and they all will be going live on Alma this August, and we do have some other
Timothy Jackson: Non Sunni all my institutions that are on the ELD career, who would seem like like really natural partners for all my resource sharing the two I've been talking to most are Ithaca College and Union College, but there's also places like
Timothy Jackson: NASA AT ST. JOHN fisher, a handful of others that we would want to take a look at. We've also started some conversations with the Connecticut State Colleges and University system about the potential for resource sharing between our systems in Alma
Timothy Jackson: We just had our first meeting last week.
Timothy Jackson: They're still a lot of talking to be done, but we are we are having that conversation with them. And we're hoping that by, you know, expanding access within Alma, we can you know help improve that resource sharing fill rate and for the article stuff to
Timothy Jackson: Get give libraries, who aren't currently using Iliad, a better option for article research sharing. So I believe that was my last slide. Yes, thank you, everybody. All right.
Shannon Pritting: Turn it over to Maggie.
Shannon
Maggie McGee: Hey everyone, I'm just wanted to update you on changes to the OCLC import profile. So these are the nightly jobs that are the new updated emerge files.
Maggie McGee: So, you know, either from watching behavior or being questioned about behavior from campuses, which I greatly appreciate, because it makes me them look deeper at why.
Maggie McGee: Records are being updated the way we expect. So what I did was I
Maggie McGee: Started doing this because we're going to be moving to the new OCLC server. And I wanted to split up the merges and update import profiles.
Maggie McGee: It allows me to really focus because when they're coming in. They just said updates just said updates. So it wasn't, I wasn't able to like clearly see if it was emerging update unless I went into the actual file on the FTP server. So this way. It allows me to be able to see the
Maggie McGee: Records more clearly and what it is, whether they be merged or updated and
Maggie McGee: I did some work I did this last time. Last month on the new import profile, where I uncheck the Do Not overlay merged with a lower brief level.
Maggie McGee: What was happening is if an all OCLC a record has been updated and it have lower brief level.
Maggie McGee: It would not be updated if it had the same brief level. It wasn't being updated. There's some behavioral issues with once the same brief level. And I have a case with x ray burst. So I remove that because I figured we are using OCLC
Maggie McGee: To, you know, for our network soon records and it should reflect what's in OCLC so if they've downgraded a record we will accept taking that record.
Maggie McGee: I'm not really sure why. Some are being downgraded from when they initially catalog. But maybe there's varying reasons.
Maggie McGee: I also change the indication will for merges and updates to allow for
Maggie McGee: Non you know records that have been catalogued in a language other than English because they migrated in and
Maggie McGee: They were getting updates, but the records weren't being updated. So we want to keep the network. So an up to date. There's not a huge amount, we're not we're not you know we're not allowing
Maggie McGee: Me. It's part of our policies that we don't allow to have a records that are catalog. The language other than English, which is the
Maggie McGee: Field B and G. So, there's only about 16,000 records a little bit over. It's not a huge amount, but we'd like to keep them as up to date for the campuses that do have them and our link to them in the network zone.
Maggie McGee: I also edited edited the new OCLC import profile.
Maggie McGee: I changed how it was merging.
Maggie McGee: Because it was not updating
Maggie McGee: Brief babe record that had the OCLC record and and for some reason, maybe the export from OCLC wasn't updating the record at the time.
Maggie McGee: Something happened. And so once I changed it from merge to overlay those records will now be considered new and there'll be overlaid instead of merging with the existing record that is there.
Maggie McGee: And it should improve that four campuses that are finding, they still have an issue where they update a brief their record and it's not being updated.
Maggie McGee: And initiative that I've been working on this fall was with the University of Buffalo. It's suppressing Dee doop improvisation for their special collections and we're going to open this up to all campuses, who are interested in this. I've created a workflow.
Maggie McGee: You know how to implement this, and then how to maintain this. So that's an ongoing practice because
Maggie McGee: In the network zone when your records are linked. It's, you have to coordinate and I have to run a job to be able to suppress the dupe improvisation on records and they need
Maggie McGee: Special parameters for this to happen. So if you're a campus that is interested in this, there is a link here.
Maggie McGee: Where you can fill out a form and I'll have to reach out to and some back and forth about what exactly you need so we can get the setup for you, but I'm happy to help you. And if you have any questions, you can also reach out to me.
Maggie McGee: So I really appreciate, University of Buffalo for allowing me to use it as my guinea pig. It was very helpful.
Maggie McGee: I last month, a lot of campuses. I was trying to reach I emailed primarily the cataloging
Maggie McGee: Contacts, but also some institutional leads. If there was not a catalog in contact about prepared Course Reserves that were personal copies or end or equipment that were in the network zone. So there are about 40 campuses. I reached out to because there was over 100 or 500 records.
Maggie McGee: That were I was able to identify as potentially being brief personal copy Course Reserves.
Maggie McGee: And
Maggie McGee: Thank you to the campuses that have really clean them up. It's been great, because more than half of them have been cleaned up out of the network so
Maggie McGee: This is very helpful because it doesn't cause confusion, people aren't accidentally using as an order record and getting linked and also if people are using it or not discovering these in primo
Maggie McGee: So if you're a campus that hasn't had a chance to clean these up, you know, just put that on your list to take take care of and I'll be happy to delete them when you have sent me the information
Maggie McGee: Just a few highlights from the Army January release notes, thanks to Michelle she put a nice link so you can click on that to see all the release links.
Maggie McGee: I just wanted to highlight a couple acquisitions resolve issues because I noticed that these may have been issues when I was looking at cases I do suggest looking at all the resolved notes that they have and have in the release notes because there's a lot
Maggie McGee: And one was a if you're receiving multiple jerk journals there and on the received Items List page, there's an error happening if fix this.
Maggie McGee: I know a lot of campuses, we're running into we have a PO. It's not closing invoice was paid, everything was done in the January release this should be resolved so that should alleviate some troubleshooting and concerns for campuses that we're
Maggie McGee: Having this issue.
Maggie McGee: Some resource management enhancements that are coming along with the January release you cannot do a free search in a simple search using quotes. So I think that's great. So you're able to do that. That's going to be a new functionality.
Maggie McGee: For network zone member institutions, which is all of us. You can now import
Maggie McGee: records that have local extensions. Prior to this, you couldn't have local extensions and as a result of that, if you, if you, you wouldn't be able to put any local information that wouldn't get overwritten from the, from the records that have been imported
Maggie McGee: The new order API. You know, we have the API Task Force. I spoke about that last month about there's some new order API functionality that Alma is actually versus rolling out
Maggie McGee: It is primarily with the basis at this time, but they're looking to also incorporate this change with other vendors. It's where that if you do have
Maggie McGee: A resources. It's going to look to the CD to match on the ESPN or is SM or another identifier. So that's a nice piece of functionality and that's something now as our task force will be considering in our decision.
Maggie McGee: And last thing just those interested in case anybody is doing anything with their frame and Rd Rd RDF that Allah will be supporting exploiting bibliographic records in these formats.
Shannon Pritting: Alright, thanks, Maggie.
Shannon Pritting: Turn it over to Jennifer
Jennifer Koerber: All right. And I see that we have five minutes left, so we're just going to go run right through this. Fortunately,
Shannon Pritting: blame that on me.
Jennifer Koerber: No, no blame no blame, blame. Okay, go ahead. So first of all, thank you everyone who either presented or participated in training as Shannon mentioned at the beginning, we
Jennifer Koerber: We weren't really keeping statistics for training prior to October, just because of how the training is being rolled out and
Jennifer Koerber: That we were not using any kind of registration, but as of then we started using live Cal, and now I have wonderful statistics. So we had a grand total of 21 sorry
Jennifer Koerber: 33 events that had confirmed registrations of 877 and I can tell you that the December one still had 21 events, but actually creaked up to 800 for Maggie session this morning. So has a
Jennifer Koerber: nice round number of 800 for
Jennifer Koerber: Confirm registrations in December. So thank you all for participating. It is making a difference and we are growing the training program as a result. And let's go ahead. Thanks.
Jennifer Koerber: So speaking of growing incoming upcoming training in 20 21st. I want to mention there will be some additional in person training. It's currently in the process of being scheduled
Jennifer Koerber: We are struggling a little bit to find labs that can host, but we are definitely moving forward with
Jennifer Koerber: Getting in person training going for cataloging a resources management and specifically fulfillment unit configurations. So those are coming. Look for announcements coming soon for online training. I'm going to show off the January.
Jennifer Koerber: Calendar at a moment. Let's go back, back, back, but some highlights. We are having a session on local holdings records on January 9
Jennifer Koerber: Optimizing open access content and primo on the 13th and the Course Reserves basics on the fourth team as you're getting your spring Course Reserves up and running.
Jennifer Koerber: We are also in January, for the most part, and a little bit in February going to present building on the to speaking of Christy and her amazing efforts.
Jennifer Koerber: The two sessions Christy did this week on the beginnings of analytics usage.
Jennifer Koerber: We're going to follow that up with a couple of sessions on functional area analytics examples and we'll be doing research, we have scheduled
Jennifer Koerber: Resource Sharing primo you resources and fulfillment and we're working on a couple more getting them into the system and then Michelle is going to be coordinating a weekly discovery or a resources training session every Wednesday at 11am from January.
Jennifer Koerber: 2 week of January through May through through the end of the semester. So that's something you can keep on your calendars. Speaking of calendar. Now go
Jennifer Koerber: This is what we've got for January. You can see this and anything else that's been confirmed at the URL that is on the screen. So it's looking@outlook.com slash calendar slash training.
Jennifer Koerber: And you can click through on any of these to see additional information to register for the session. And if available to see any additional
Jennifer Koerber: Resources resume information or anything else that this training presenter has put up there.
Jennifer Koerber: Another piece of training that we are pleased to announce is we're going to begin a new model of presenting more in depth multi week online courses.
Jennifer Koerber: They will be registration absolutely required and there will be a fee but the intent is that these are digging far far deeper into a particular
Jennifer Koerber: functional area and it will be small groups interactive and we're hoping to given our focus on a resources. We're going to be rolling out the resources course first sometime in the spring.
Jennifer Koerber: Again, we're finalizing all the details on that, but keep your eyes out for announcements on that coming soon.
Jennifer Koerber: And go ahead
Jennifer Koerber: In the meanwhile, I can now say that there are four guides available for your training needs.
Jennifer Koerber: And they are in base camp basics getting started with Alma and primo training. I will point out that guide mostly consists of links to all of the other guides and since not all the other guys are published yet. There's a lot of content that's still coming
Jennifer Koerber: And a search navigation guide, which I've just learned I will have to update with the new phrase searching and basic search, but that's okay. Well, these are live documents that will continue to be updated as we learn more. And as we see what's relevant to the SUNY system.
Jennifer Koerber: And then the second jobs guide that's been available for a month or two now and go ahead
Jennifer Koerber: The guide the two more guides will be available by the end of the year one and analytics and one in fulfillment.
Jennifer Koerber: And then we're looking to have additional guides in a resources resource management and resource sharing available, hopefully, in January. If not, January, then it'll only slip to February, and then later in the spring, again, as we continue to finalize things will look at
Jennifer Koerber: Guides in acquisitions and configuration in all areas.
Jennifer Koerber: And I think that was it for me.
Shannon Pritting: Thank you, Jennifer.
Shannon Pritting: Yep, so sorry we didn't leave taught you know there's we're at time, but I can stick around for just a couple of minutes to answer questions. Anybody have questions or things that we talked about that needed clarification.
Going once.
Shannon Pritting: Going twice. Happy holidays to everyone and
Shannon Pritting: We will see you in the new year.
Shannon Pritting: Yes.
Shannon Pritting: Yeah, it's funny. Um, let's see what Marianne is, can everybody see the TRS
Shannon Pritting: Nice, nice word. Yeah, I don't know if everybody can see that if it's sharing or not, but yeah.
Shannon Pritting: Alright, I'm going to stop sharing and then stop the recording.
Shannon Pritting: Thanks, everybody, for, for your time and attention and have a great
Shannon Pritting: Have a great day.