Shannon Pritting: Right recording now so thanks everybody for joining me on
Shannon Pritting: You know, Friday morning before a long weekend so
Shannon Pritting: Thanks for your attention. As always, I'll, I'll see questions as as I'm going so feel free to put questions in the chat or unmute yourself if if needed.
Shannon Pritting: Alright.
Shannon Pritting: So this went out on list serves yesterday, but I just wanted to announce it in and also talk a little bit about some of the details from a Sunni Library Services perspective and give a little bit more detail on it, but
Shannon Pritting: In in response to a variety of feedback that we received at the SLC meeting in the fall, or in the winter, I guess.
Shannon Pritting: The oldest is trying to reduce the number of channels of communication so that
Shannon Pritting: You know, when we do communicate that people aren't overwhelmed or aren't missing information.
Shannon Pritting: So we're going to move all of our formal communications.
Shannon Pritting: From the different channels such as list serves and base camp into workplace.
Shannon Pritting: So,
Shannon Pritting: All of the communication is going to start happening very soon, and we'll give you a path of, like, this is the group that it's going into and we'll try to get as many of you into these groups as possible.
Shannon Pritting: So that you know there's you all you have to do is is login to workplace in there'll be ready made there.
Shannon Pritting: And that's happening relatively quickly. We understand that it is, you know, a short turnaround. But there's with something like this. There's never a good time because either you're at the
Shannon Pritting: End of the academic year end of the calendar year. And you're always facing times where it will be hard to get people to
Shannon Pritting: You know, to, to pay attention to, to this type of change. So the beginning of an academic year is is usually a pretty good time to do that. And that's why you know this tight timeline is is here. So right in January 31 will
Shannon Pritting: We will be moved into workplace for almost all of our communications. So I'm going to talk a little bit about some of those exceptions and
Shannon Pritting: And and why
Shannon Pritting: Etc. So I'll talk about this a little bit. Bonnie, but but yes base camp. We will be archiving the base camp groups so that you can still go back and look at them. We just won't be monitoring and they won't be active for for communication.
Shannon Pritting: So on the left. What's in base camp. What's in that base camp column. So the working groups. The SLC working groups. If you're one of the 75 8080 people who are part of those working groups.
Shannon Pritting: Will keep those in base camp for the time being we don't have any plans to move those. And then if we have short term projects that are already underway, that are going to end.
Shannon Pritting: Or there's already a lot of documentation and information in there. We're going to keep those in base camp. So groups or projects such as the expanding system wide library agreements.
Shannon Pritting: The ebook DDA pilots. I mean, this you may not be in in all of these. We're going to keep those in base camp. And then if you're a campus that gets extended services or subscribes to extended services.
Shannon Pritting: We've moved those into base camp of, I don't know about six months ago. And that seems to be working relatively well for what we need to work through with those extended service campuses. So we're going to keep that in base camp as well. What is moving into workplaces in the right column.
Shannon Pritting: So the HQ. So the HQ that's listed as Sunni SLC and that's where general Alma primo questions.
Shannon Pritting: Alma primo questions will be in in in workplace institutional leads that's moving into workplace.
Shannon Pritting: And then there are variety of groups, which I'm considering dormant because they haven't posted there hasn't been any activities that we're going to prompt them to say, do you want to shut down or do you want to be moved into workplace.
Shannon Pritting: Yeah. A question that Holly brought up is
Shannon Pritting: Sunni confidential type conversations will remain in base camp know
Shannon Pritting: That will likely move a variety of those things will would move into workplace.
Shannon Pritting: base camps, not something that we can control who is in in that. I mean, we can do monitoring, but
Shannon Pritting: We can do monitoring, but there's no way that we can verify that the, you know, who is in
Shannon Pritting: And force authentication through federated identity management, which you can do and workplace. So I would say more and more where we want to have quote unquote Sunni confidential conversations will move that into workplace.
Shannon Pritting: As much as we can. So the reason that we're keeping the system wide library agreement information.
Shannon Pritting: Or that that that project is that we're already you know more than halfway through that there's a lot of information in there. And I think the challenge of migrating that would be more than it's worth.
Shannon Pritting: So Nancy you. The question is of the alma primo discussions, the Sunni SLC HQ, which is where the majority of Alma primo discussions are happening that's moving into workplace as is institutional leads the institutional leads has mostly been one way communication.
Shannon Pritting: There has been a little bit of information going back and forth, but for the most part.
Shannon Pritting: That's been us communicating that's going to move into workplace.
Shannon Pritting: What we will be keeping our the SLC working groups like the discovery working group the access services and resource sharing working group just because
Shannon Pritting: There are so many documents in historical information that it just wouldn't make sense for us to move those at this point we don't have any we don't have any plans to do that in the future. But, you know, we would definitely make sure that we provide a lot of a lot of upfront.
Shannon Pritting: Notice if we were planning on moving any SLC working groups.
Shannon Pritting: Um, so, so, Andy asked about functionality with workplace.
Shannon Pritting: It is it, you know, you can log in, you should you should be able to see it now. And there are many groups that exist that might be relevant to you like instructional design or I think we have a Sunni library accessibility group. You can see how it looks.
Shannon Pritting: Yes, there are things that people don't like. But there are things that people do like
Shannon Pritting: Lots of people complain about base camp as well so
Shannon Pritting: Yeah, I would say, Andy, I find it similarly usable as as base camp has different some different functionalities.
Shannon Pritting: So yeah, this goes back to Bonnie's question we were going to take the same approach that x Libra did with the with the archiving of the implementation and migration base camp that we use if those of you who were involved.
Shannon Pritting: That is what, that's what we're going to do. So if you had bookmarked a conversation about some primo customization that you wanted to get back to you'll still be able to get back to that we're not going to delete.
Shannon Pritting: Delete the group, but we will be very specific that if you start conversations we're going to close those conversations down and say, go into workplace.
Shannon Pritting: Yep. Christy asked question. I'll get to that.
Shannon Pritting: Yeah, so, and then Jill the timeline is January 31 is when we'll have the majority of of things moved over into into workplace.
Shannon Pritting: So, Christy asked the question that I'm going to answer here with the slide.
Shannon Pritting: So we're going to continue to maintain both the live guides or live guides, whatever your preference for
Shannon Pritting: For pronunciation is including the training guides that we continue to maintain. We will maintain the FAQs. The live answers we know those are heavily used not only in Sunni but nationally but you know our, our primary focus is Sunni
Shannon Pritting: So that's not going to change.
Shannon Pritting: You know, I don't want to say that we won't continue to clean it up and and add things or move things around. But, but we will continue to have live answers live guides
Shannon Pritting: So if you have an FAQ that you use things like that. That's not going to change just because workplace doesn't really function as a complicated web page or CMS system like like
Shannon Pritting: Live guys does. So, you know, we will always have a web presence and, you know, we don't have any plans to move away from live answers or live guide set at this point.
Shannon Pritting: So, um, we have these dates set up. I just don't have a we didn't have all of the registration setup, but
Shannon Pritting: Jennifer, correct me if I'm wrong, but like maybe today or in the next couple of days, we will have these webinars put out
Shannon Pritting: For
Shannon Pritting: workplace training, etc.
Shannon Pritting: So,
Jennifer Smathers: We're here today.
Shannon Pritting: Yep, we're going to have to two sessions with the Sunni workplace coordinator. So there's a person who that's her job. Kelly Williamson, she manages workplace.
Shannon Pritting: And then we will we will start that training and then we'll start moving over and creating groups in the very near future as well.
Shannon Pritting: And then if if you're if you're thinking that you know you want to know what's being moved and that you don't get left out of something
Shannon Pritting: We will definitely be communicating in those specific channels multiple times when that move is happening, how to get into that and we'll try to put you into that group.
Shannon Pritting: In base camp. Many of you, and I'm not, you know, this is just how it happened that that many people don't have their Sunni email address. They have personal base camp logins so it might be hard for us to put you into workplace because we might not know where you are.
Shannon Pritting: But
Shannon Pritting: We will do our best to put you into those groups and we will communicate in those specific channels.
Shannon Pritting: And I just wanted to put this out there too. I know this will be confusing. I didn't put it in a slide because I wanted to talk through it. There is an existing MSP workplaces workplace group which we tried to implement in like I don't know 20 early
Shannon Pritting: At that point, there wasn't enough adoption of workplace and connection with the it environments that we stopped using that. And then we adopted base camp.
Shannon Pritting: It's now that it's now to the point where all campuses, except for one community college have full integration with workplace where your login to all the other campus things will work for workplace. So we want to be as inclusive as possible. So we don't want to
Shannon Pritting: We don't want to completely
Shannon Pritting: Remove that community college from participating on our workplace groups and then also their Alfred University.
Shannon Pritting: Staff who it's relevant for them to be in this workplace group. So we can't use that workplace group that we had for the MSP because it's not the right type
Shannon Pritting: So, and there's no way to change the type. So we're going to have to archive that and create a new MSP so if you log into workplace today. And you're like, Oh, I've got this LLP. That's where I'm headed
Shannon Pritting: That's not right. We're going to archive that and create a new one because it needs to be a different type so
Shannon Pritting: There will be detailed communication and we'll make sure that we give you as much information as possible about where things are and where they're going to be, etc.
Shannon Pritting: Any, any questions on that.
Shannon Pritting: Again, I know it's it's a tight turnaround. And if you think you have a lot of things going on. And this is another thing. I agree. We have a lot of things going on too. It's just that there's never really a good time to to make these types of changes so
Shannon Pritting: All right.
Shannon Pritting: So I'm going to move on to talk a little bit about the Sunni library accessibility cohort.
Shannon Pritting: Yeah, Susan, I, I'm not. I'm really not sure if it would be hard to troubleshoot this specific issue you're having a Jennifer. If you can put Kelly Williamson's email in and Susan can email Kelly Williamson.
Shannon Pritting: About that access issue.
Shannon Pritting: So,
Shannon Pritting: The city library accessibility cohort. And I was just on the meeting with this group. So that was why I was a little bit later than normal to this.
Shannon Pritting: Just wanted to give you an update of where we are, because I know that accessibility accessibility compliance reviewing strategies. That's probably starting to connect into library workflows for renewals
Shannon Pritting: At this point if it's not, you know, you've got a little bit more time. I just wanted to make sure where everyone knows what we're doing with this.
Shannon Pritting: So one of our main goals for this cohort is to create v. Pat reviews, which include top level testing. So not going down and spending four hours testing accessibility.
Shannon Pritting: And everything related to accessibility with
Shannon Pritting: With databases, but doing what we call top level testing, looking at things like
Shannon Pritting: keyboard navigation.
Shannon Pritting: You know how it works with a screen reader, etc. We our intent is to do that for the commonly healthy resources. So right now, we've completed 22 of the of the roughly 80 that we have listed, which should get to about 80% of
Shannon Pritting: Held resources or subscribed resources in Sunni. Those are available now the the login is su and why if you get two databases. If you get two documents and ask you to login
Shannon Pritting: We didn't want to make them accessible to the entire world because you know we just didn't want to be out there for support and complaints about about this. It's intended to be
Shannon Pritting: Sunni specific, so we're hoping to, you know, by late spring get through the vast majority or all of the ad commonly held the resources so that there will be
Shannon Pritting: Reviews with top level testing so that, you know, hopefully that relieves the burden from campuses to do all of that top level testing and duplicate all of that work so
Shannon Pritting: We're trying to prop. Now, since we're about halfway into this one year cohort of what we're going to do with this repository moving forward because
Shannon Pritting: You know, we could dedicate a vast amount of staff time to just constantly looking at these constantly updating, but I'm not sure that's the best use of anyone's time
Shannon Pritting: So what we're looking at is, is a, you know, kind of an approach where we will every one to two years. Look at this repository, and then see what needs to be updated to that we're constantly keeping our reviews fresh and but not spending an inordinate amount of time with these reviews.
Shannon Pritting: So sometime in February. We're going to give a more detailed presentation because you know I get a lot of communications about what's going on with the accessibility cohort. And it's clear that there's
Shannon Pritting: You know, maybe some some Miss connect or some some some disconnect with exactly what any cohort could do in a system as large as Sunni with as many different local practices as we have
Shannon Pritting: To make sure that we're giving you good information about what the cohort is doing and then try to give you some examples of
Shannon Pritting: How you can incorporate accessibility the accessibility cohorts work into your own local accessibility compliance or wherever the library fits in your E it in your efforts at our campus.
Shannon Pritting: So,
Shannon Pritting: One of the things that we're looking at in in the second half of this group is to help with best practice development toolkit type development to
Shannon Pritting: Help campuses, get over that major hurdle of how do you start to assess and make complex decisions on you know accessibility things. So if there is, you know, something that involves whether you will or will not renew
Shannon Pritting: A database or a journal or a society subscription for a vendor that won't give you a V. Pat or
Shannon Pritting: won't give you any sort of like compliance documentation on accessibility to try to give some guidance so that it's not overwhelming to campuses, so
Shannon Pritting: You know, that's also something that this group will be working on and we'll give you lots of more detail in February, with probably two presentations hour long presentations, you know, maybe three, but probably too.
Shannon Pritting: So we're also the SLS. And I think one of the things that we're trying to do more of as we as we develop into a group that tries to take on as many
Shannon Pritting: Shared activities, but also to try to be explicit and provide information and guidance on what we can and can't do,
Shannon Pritting: Is we're trying to assess where there is a need for some more shared service type activity and not a volunteer cohort and to see if there is any interest.
Shannon Pritting: By libraries or campuses and engaging in that. And I know there are other shared service type activities going on in relation to accessibility as well.
Shannon Pritting: Because one of the things as the as the word got out about this cohort. I started getting getting pulled into really really complicated.
Shannon Pritting: Consulting Engagements related to accessibility and although I'm happy to do that in limited capacity and, you know, as is the people related who work in this in Sunni
Shannon Pritting: That's not really scalable, we can't do that for 60 campuses and if the campus keeps asking us over and over again to do consulting on like what do I do in this case, what do I do in that case.
Shannon Pritting: Then that's not fair. If we are spending all of our time on two campuses, who, you know,
Shannon Pritting: Don't want to do that themselves. We need to figure out a shared service. So we'll go through all of what's going on in that cohort, but I just wanted to get in a little bit more detail at this presentation.
Shannon Pritting: Because I'm getting a lot more questions as the New Year comes in. Any questions or anything else about the cohort, or just statements comments.
Okay.
Shannon Pritting: A quick procurement updates.
Shannon Pritting: The it umbrella for the Office of General Services, which makes it very easy for not easy, not very easy but makes it simpler for
Shannon Pritting: Either Sunni campuses or Sunni as a as a group to procure content or services. We've been trying to get more vendors to get on that state contract so vendors like Cisco vendors like pro quest Elsevier, they're on state contract. We want to have more choices.
Shannon Pritting: And that was set to open back up on January 15 and I prompted the person who's in charge of that on on yesterday to say, you know, are you opening it up and
Shannon Pritting: That has been delayed for another two to three weeks. So as soon as that's opened up will communicate out more widely so that you can help encourage vendors, but we have started to target high profile vendors like x Libra.
Like
Shannon Pritting: OCLC Springer nature sage. We've got a lot that we're trying to guide into the it umbrella and be that, you know, connecting fabric between ODS and the vendor to make sure that you know that they don't just that the vendor doesn't drop out because they're annoyed by the process, etc.
Shannon Pritting: We went through the first level of questions and you know I answered those a lot of back and forth with the Office of the State Comptroller to try to get an exemption request for
Shannon Pritting: Only the products that we subscribe to in our current OCLC Master Agreement which any of you can see by going to SUNY means business and doing a contract search
Shannon Pritting: That we went through the first set of questions and hopefully we can tie up that exemption request.
Shannon Pritting: relatively soon, and then start developing a master agreement for only the current content that we are current services, we get through. OCLC no plans.
Shannon Pritting: To add anything, but what we currently have that has been a point of discussion. So I'll keep everybody updated, but we are going through that exemption process.
Shannon Pritting: And, you know, we'll, we'll do what we can.
Shannon Pritting: Also, I put in a or the, the oldest put in a request for
Shannon Pritting: Us to move forward on request for proposals for what I'm calling a direct linking service which right now, most of the campuses, who use a direct linking service use third iron
Shannon Pritting: I'll keep you up to date on that hopefully we can get started on that relatively soon.
Shannon Pritting: I know not everybody wants them. But, you know, third iron gave us a really good price. I think there's enough interest in direct linking services that
Shannon Pritting: You know, it's, it's, it would be worth our time to to to put out an RFP and see what we get in that in that space. Any questions on any of those
Shannon Pritting: Turn it over to Michelle van.
Michelle Eichelberger: Thanks, Shannon, just a couple quick things. A couple of January.
Michelle Eichelberger: Release highlights
Michelle Eichelberger: Now if you try to activate a collection that is you have to have search rights, you have to have a subscription to it. You have to make sure that your subscription is active in online before you activate the CDI search rights.
Michelle Eichelberger: You can now more easily see if you're inheriting CDI activations from the NZ we don't have very many activated. This is akin to when we had
Michelle Eichelberger: A few PCI collections active and you could decide whether or not you wanted to inherit from us. It's now easier to see if you are inheriting or not. The slide has a little picture of you know how you can see that and a little bit of information you can go to the next slide, Shannon.
Michelle Eichelberger: And then a couple of other quick things.
Michelle Eichelberger: Initial testing shows that the problems that we were still seeing with Ferber and Dee doop seem to be resolved. This was where you would have a record come up and you were missing holdings either print or electronic so
Michelle Eichelberger: We are still checking on that. But that was supposed to be fixed with the January release. And it looks like that's been done.
Michelle Eichelberger: I did post about this next thing on base camp but it's worth repeating.
Michelle Eichelberger: You can now see combined search results for things that are managed for you in the NZ and in the ice. And I think this will be really helpful when you're trying to track, you know. Where did this thing come from. Why am I getting this
Michelle Eichelberger: The packages that were centrally managing our New England Journal of Medicine.
Michelle Eichelberger: Stat RAF and the Science Direct core titles. So this new filter option. I think will be really useful for people
Michelle Eichelberger: And then also, Gail. Plus, he did a great job updating the sets for browsing and IDs, now that we have this new combined results so that it'll those sets that we send out
Michelle Eichelberger: For your publishing profiles will now include both your eyes you manage content and you're in NZ manage content. So it'll be a better overview of what you really have access to. And that's it for me.
Shannon Pritting: All right, I'm gonna fill in for Esther because she's off today talking about shared collections activities.
Shannon Pritting: So the expanding content invitation for bids, we released that before, before the holidays, it's set to close on February 1. We have a variety of of suppliers who have indicated that they intend to bid.
Shannon Pritting: The product list included 800 different resources and we had to be since an invitation for bids is not like an RFP and where an RFP, you can evaluate in different areas.
Shannon Pritting: So you can you can look at functionality, etc. Where an invitation for bids lowest cost is what is what the, you know, what we will evaluate on. So to do that, to evaluate on cost. We had to be very specific. We couldn't say like
Shannon Pritting: A an aggregator database because that would force us to evaluate on something that was more than just cost. So we had to put a, you know, we put 800 different resources in coordination with
Shannon Pritting: The shared collections committee and a variety of different librarians who gave us input to try to get as much content.
Shannon Pritting: As we could included in this invitation for bids. It does not mean that we're going to
Shannon Pritting: Develop contracts for all 800 resources, maybe that would happen. But I kind of doubt that it that it will. There are going to be some publishers who don't
Shannon Pritting: Provide us with the bids and some of them. It just may not be beneficial for us to move forward on a group agreement about 40 different publishers vendors were were included as well.
Shannon Pritting: So we have 12 different librarians from it's mostly the University Centers and comprehensives but there is one person from the community colleges who are going to review the bids and help us to prioritize and and to look at the bids.
Shannon Pritting: But, you know, again, these are going to be all opt in and you know it's not like we're going to do anything where
Shannon Pritting: All i doubt will have any that are all Sunni that's potentially possible but I doubt we'll have any that are all Sunni so
Shannon Pritting: You know, I think sector representation, although important it's not necessarily the same as if we're doing Sunni connect where everybody has to get get access. These are going to be opt in contracts.
Shannon Pritting: So in March or April. We're going to be developing the master agreements and when recharge is necessary and advantageous. We will employ recharge.
Shannon Pritting: Which is going to mean that they're going to be a lot of participating institution agreements.
Shannon Pritting: We have a couple webinars coming up that we've promoted in a couple different spaces about the recharge PA, all of those processes. So if you're interested.
Shannon Pritting: Do, do you know go to one of those or both of those presentations, but there's going to be a lot of activity between March and April on that. So any questions on the ISP
Shannon Pritting: You know, this could potentially move a major amount of or the majority of the content would be going through central contracts that might mean that you are
Shannon Pritting: Paying the vendor directly or, you know, it could be recharge, but at least we will have more agreements and that should cut down on
Shannon Pritting: Procurement approvals, etc. So we're getting all of the
Shannon Pritting: We're, you know, we will be creating these agreements, a Sunni attorney will review them the vendor will be providing us with the it level compliance documentation, like the Pats heck, that's sock tues or equivalents.
Shannon Pritting: And all the things that your procurement, which would be asking for and we will, you know, have those available. So hopefully that should cut down on the multiple steps you have to go through to, you know, renew content, etc.
Shannon Pritting: Any, any questions.
Shannon Pritting: And we'll, we'll be we'll be scheduling an update when we have things to update. But right now it's just we're waiting to get the bids in in a couple of weeks and then we'll have some more to talk about.
Shannon Pritting: So we have two different ebooks central DDA pilots were different cohorts are looking at, or they're doing share DDA where
Shannon Pritting: All campuses in the cohorts get access and ownership and there are central triggers and we've been working with with Pro quest on this. And our goal is to have everything ready to go by February 1 so this starts has been a long time in the making, because of just a variety of reasons.
Shannon Pritting: And
Shannon Pritting: We've learned a lot about
Shannon Pritting: How pro quest will handle this. And I think pro quest has learned some things from us as well.
Shannon Pritting: So the title pools are pretty much finalized and we've been working with the cohorts to develop and refine those title pools and now it's just going to be putting this into into action.
Shannon Pritting: There's been some delays in the art store contract extension. So there should be no we've been told no interruption in service and it's mostly just delays on both ends that that's causing that there's no problems.
Shannon Pritting: Just, you know, just working through timelines and the holidays kind of
Shannon Pritting: Stopped activity on both ends. And it got delayed so
Shannon Pritting: We will communicate to the participants in the art store contract as soon as that's finalized.
Shannon Pritting: So we've also and thanks for both Mohawk and buff state for working through this and for allowing the the the Sunni library services to
Shannon Pritting: Observe and just kind of to keep track of how these implementations are going, but we have two campuses that are moving forward with implementing real alto so
Shannon Pritting: For those of you who don't know what real alto is it's it's it's it's more like go be or oasis, but built into Alma and a much more integrated way than either of those products that rely more on on on API integrations.
Shannon Pritting: It's no charge but real toe in progress does require that you you know that you commit to using reality as the primary ordering system.
Shannon Pritting: So there is some commitment from from the institution. So we're just following how those implementations are going to see how it might scale to interested parties and, you know, we'll, we'll have some follow up conversations
Shannon Pritting: Once we see, you know, once those those campuses go live. But it's been working relatively well
Shannon Pritting: And we've been, I think, from both the campus and the Sunni perspective happy with the support that pro quest is giving with implementation services.
Shannon Pritting: And then, you know, unfortunately, in the whole eBook. I ll pilot. We've had a couple of meetings and the unfortunate thing is that pro quest has asked for sign participation letters and please do give them back to us as soon as as you can.
Shannon Pritting: You know, we understand that not not everyone has authority to get those signed and
Shannon Pritting: Unfortunately pro quest is on willing to to waive that requirement, either for for participation. So I know Esther has been communicating with campuses on that. So if you do intend to participate, please do give us those
Shannon Pritting: Sign participation participation letters as soon as possible.
Shannon Pritting: turned over to you, Maggie.
Maggie McGee: Hi. Hi everyone, hope you're doing well. I just wonder which know there's gonna be some upcoming training on
Maggie McGee: planned out from the end of January to the beginning of June. It is second part of the new meta data editor series.
Maggie McGee: every session, except for the initial one will be every Tuesday of every second through June 1 you can you can register for any of these sessions going to live cow and the link is provided.
Maggie McGee: The sessions are going to cover
Maggie McGee: Templates, which were just released in January prediction patterns rules and it will follow the same pattern of having a training session, followed by a Q AMP. A so that there's time to process and then ask more in depth questions.
Maggie McGee: The rules will be a little bit more, not only just the Metadata Editor and how to use it and the new Metadata Editor, but also how to
Maggie McGee: Write them and implement them and use them. So it's a little combination, just like our last session of the new mega editor series where we're learning about new functionality as well as integrating workflows as well.
Maggie McGee: And just as always, they're going to be recorded. So if people are unable to join. They're going to be recorded and be posted to the SLS live guide.
Maggie McGee: Please go ahead. Shannon
Maggie McGee: There's some release notes. There's actually a lot of release notes that impacted resource management acquisitions. Another a few other
Maggie McGee: Things of interest. One thing that was really important for resource management, they added this new privilege for holdings management.
Maggie McGee: And most of the user roles would have these physical inventory manage. So this was added because they want to prevent people who had cataloguing rules, we've been able to create net at holding records.
Maggie McGee: That really shouldn't have been because the cataloging role allowed people to do a lot of things. And this is a way to
Maggie McGee: Limit exactly what a person with cataloging will do. And so as long as you had some of the following
Maggie McGee: Roles, such as physical inventory operator physical inventory operator limited purchase manager purchase operator and repository manager, you are not impacted you could create an edit your holdings as usual.
Maggie McGee: I would expect that anybody who had problems with, you know, to create net holding records would have run into this already. At this point, but just in case somebody comes up and says, I can't do this anymore. Why
Maggie McGee: Just make sure that they have one of these roles and then another privilege that got added was physical inventory, delete, and this again was to prevent people with cataloging roles that really shouldn't be working with holding records.
Maggie McGee: From deleting them. So physical inventory delete is only contained within the physical inventory operator extended role. And again, if
Maggie McGee: Personal cataloging roles has any of these roles their work for holding records have not been interrupted. But just in case somebody is on the able to do something they previously could withholding records. This is most likely why
Maggie McGee: Please, go for it.
Maggie McGee: There's a new message in your peer like calm P O line conference confirmation message that will now say the owning library.
Maggie McGee: The library is the library that typically places the order you can disable this confirmation message if you'd like. And you just go to come, you just go to the configuration menu.
Maggie McGee: acquisitions and manage acquisitions alert and you could disable it. And you can disable other confirmation messages that were in a previous release.
Maggie McGee: There's also now something really cool that has come up for acquisitions that you for your ebook worrying if you're using real time ordering for like New Order API that you now have the ability to upon creation of the
Maggie McGee: ebook in Alma from the new order API, it can activate it.
Maggie McGee: Now this is nice because it will stay safe the step of you needing to then go into the activation task list.
Maggie McGee: And activate this yourself manually. So for campuses that are like to streamline the process of new order API's even further, you would just want to make sure that you went into configuration menu and you go to other settings and you would want to make sure this
Maggie McGee: Setting for act underscore activate underscore portfolio underscore from underscore API is set to true and that will allow upon creation. When you're from New Order API is when it creates that portfolio for an E book.
Maggie McGee: In the CZ or in your ID. If there's no matching this easy. It's going to activate it for you.
Maggie McGee: Next, please.
Maggie McGee: And there's quite a bit of stuff that happens as you can see an acquisitions. This is only the highlights. Another thing is that oasis real time ordering
Maggie McGee: added additional collections. So there's
Maggie McGee: These additional collections that you would like to be able to
Maggie McGee: You know, make sure you can order from now, but make sure when there are these collections and you're ordering using real time acquisitions and you know order API's that you make sure that these are already activated in the community zone. Prior to doing that.
Maggie McGee: And then improved inventory import
Maggie McGee: There's 70 things that happened in import profiles have changed. There's new look, there's new mapping available on the screen.
Maggie McGee: There are the basic and advanced settings. It's all now one screen feel in some field mapping are now clearly defined and new fields have been added for item level mapping
Maggie McGee: David asked, how can we get more information about this API activation workflow. Sometimes we don't get them for a few days.
Maggie McGee: And links from vendors, David, I will update the live guide with this information about the activation workflow.
Maggie McGee: And how to do that. I will update that I didn't have a chance to put that into the new order API.
Maggie McGee: Live guy that's found under resource management training.
Maggie McGee: Next, please. And then here's some other other things that have been updated in the January release the new there's this new arm a hotkey and control, alt say is awesome because you can just toggle between
Maggie McGee: Working in online going to configuration. If you have configuration privileges. So it's really nice that you can just toggle between the two, it just saves you some clicks on it, especially if you like the shortcuts nice key to us. Also, please be aware that the new layout.
Maggie McGee: Is going to cease to exist after the march 2021 release and almost really recommending that any users who are currently still using the old layout really transition to the new layout. So you can become familiar with it before.
Maggie McGee: You have no choice but to move to the new layout with the march 2021 release.
Maggie McGee: And then there's also this new ability to track changes in the code and mapping table. So this allows you to see a history.
Maggie McGee: Who made the changes and it's really, it's a nice feature that will give us the ability to see when changes were last made and by what user, it doesn't get into details exactly everything that happened to
Maggie McGee: That mapping or code table that got changed and so currently with this new ability to track these changes. It has a default of zero days. So what you will want to do
Maggie McGee: If you want to be able to track these changes for your code and mapping tables. You want to go into configuration under other settings and change.
Maggie McGee: Change the code mapping table log retention period to the specific number of days you'd like to retain it for
Maggie McGee: Great. Thank you Shannon
Shannon Pritting: All right, Tim Europe.
Timothy Jackson: Thank you, Maggie. Um. Next slide please. Shannon. Okay. Hi, everyone. I'm so on Wednesday, January 13 we had a kickoff meeting for the automated fulfillment network project. And for those of you who aren't familiar with.
Timothy Jackson: Automated fulfillment networks have an automated fulfillment network would allow basically universal borrowing within Sunni. So a user kid request to pick up any item at any item in the system and then return it to any item in the system.
Timothy Jackson: And that is something that we are considering implementing for simply
Timothy Jackson: Although we won't necessarily be implementing it for all libraries libraries will need to opt in to this functionality.
Timothy Jackson: So during this meeting, we covered just a project overview and the current Timeline of that timeline could very well change, given how things are
Timothy Jackson: Progressing with the coven 19 pandemic. We also talked about FM functionality. I just did a brief overview in a demo of that.
Timothy Jackson: We talked through some AFM implementation options, some policies that we might need to enact in order to implement an fn and then we talked a little bit about next steps.
Timothy Jackson: Are recording of this session is now available. I've got the link there in the slide. I've also created an FAQ where we're gathering all of the information about the AFM project that link is also in the slide.
Timothy Jackson: And our next AFM meeting will be February 10 at 2pm of the registration links there. And during this meeting on the main purpose will be to share
Timothy Jackson: A survey on whether we want to move forward with this project, we're not going to be asking anyone to make any firm commitments about whether they want to participate in an AFM at this time. But we do need to know
Timothy Jackson: If there's sufficient interest to move forward, because this is something that could be very time consuming for us. So we need to make sure that this is something campuses are genuinely interested in
Timothy Jackson: So any questions about anything AFM related
Timothy Jackson: Okay, next slide. Thanks, Shannon.
Timothy Jackson: Was a couple of other resource sharing things
Timothy Jackson: Please make sure that you're lending is turned off. If you're not currently able to fill requests. I just wanted to remind everyone of that. And if you need some help doing that I've included the link to the FAQ on how to turn off your lending, you know, all
Timothy Jackson: I can happily say that digital delivery is now possible for physical resource sharing requests thanks to some updates in the January 2021 all my release.
Timothy Jackson: And we think this will be helpful in instances where, for instance, the users submitted a book request. And then in the notes field said, Oh, I just want chapter three.
Timothy Jackson: Or if they've requested something like say a dissertation that's already been digitized or microfiche that you could easily digitize and deliver digitally.
Timothy Jackson: So we're hoping this functionality will be helpful to everyone. And just so you know when a physical request is filled digitally, what will happen is your user
Timothy Jackson: will receive an email with a download link from your own library so that email won't come from the lender, it will come from your own library and I've scheduled a training session on how to use all of this new functionality for January 22 at 2pm the registration link is in the slide.
Timothy Jackson: I also wanted to let you all know that we're very close to adding Ithaca College to our Rodas for Alma resource sharing, I expect that we're hoping to go live next week.
Timothy Jackson: I also want to remind you all that Ithaca College. They're not currently on the ELD career, they will be joining ELD in July.
Timothy Jackson: So this past fall when it first became obvious that we really were going to go live with Ithaca College sometime early in the spring semester I emailed all resource sharing contacts to see if they would be interested in resource sharing with Ithaca College via Alma before
Timothy Jackson: They join ELD in July, and I did get about two dozen libraries, who said they were interested in doing that.
Timothy Jackson: I'll post that list of libraries to base camp, along with a more widespread announcement about this if it could being added to our road as on Monday. If you're interested in borrowing and lending them now and you're not seeing your library on that list, feel free to reach out to me.
Timothy Jackson: And I also want to give you a brief update on where things stand with the SUNY Connecticut State Colleges and Universities article research sharing a project.
Timothy Jackson: We were close to going live with that back in October, but unfortunately we ran into an issue with the download links that we were sending between our systems. Unfortunately, they were failing.
Timothy Jackson: But thanks to some of this new functionality that's part of the January 2021 release along with
Timothy Jackson: Some suggested workarounds from X Libra, we were able to find a way to easily share articles between our systems. So we are going to be picking that project back up.
Timothy Jackson: And I'm hoping we can go live with it sometime this spring, so keep an eye out for information on that. And that was everything I had. Thank you.
Shannon Pritting: All right. And this is I think the first time we've ended with a significant chunk of time left for questions. So open it up for questions or discussion.
Timothy Jackson: Anything.
Maggie McGee: Shannon, can I just speak out to what Sarah and David brought up regarding
Maggie McGee: The new order API's. They are correct. So if you are waiting for vendors to send you links. Maybe you want to keep your new order API's as is and allow them to go into
Maggie McGee: Your new will fear task lists and update them and activate them as the links become available to you. If there is a delay in receiving that otherwise they will be activated without being able to access them.
Shannon Pritting: Good to know. Thanks.
Shannon Pritting: Um. Other questions or comments.
Shannon Pritting: Alright, last call for questions.
Shannon Pritting: Okay, well, I will, I will be
Shannon Pritting: Sharing this recording, let me stop the recording here.