Summer Meeting 2016

Summer meeting 2016 was held the week of July 12th, 2016 at Warner Pacific College.


Tips and Tricks to Have Fun with Your Dashboard

Presenter: Amanda Brown, Clark College

Slides: Tips and Tricks to Have Fun with Your Dashboard (PDF)

Description: Show my current Analytics Dashboard and explain how it works for me. Adding reports and graphs/charts to your dashboard. Setting up additional pages on your dashboard. Customizing your view with colors.

Collections Dashboard: Using Analytics to Provide Just in Time Collection Information

Presenter: Ann Miller, University of Oregon

Slides: Collections Dashboard: Using Analytics to Provide Just in Time Collection Information (PDF)

Description: In 2015 I created a “Collections Dashboard” in Alma using the Analytics Dashboard functionality to create a suite of reports which provide collection management information to subject specialists. I’ll demonstrate the dashboard itself and take a peek under the hood to look at what reports, filters and prompts make it go.

Tracking Library Usage by Major and Grade Level

Presenter: Bill Kelm, Willamette University

Slides: WU: Tracking Library Usage (PDF)

Description: Although there are some inherent flaws with statistical categories in Alma, using Alma Analytics reports you can work around them for some decent reports.

Alma Analytics for Periodical Fulfillment Reports

Presenter: Robert Ferguson, Washington State University

Slides: Alma Analytics for Periodical Fulfillment Reports (PDF)

Description: I’ll show how I’ve set up analyses in Analytics to report circulation data for the preceding month, and how I manipulate it using MS Office applications.


Alliance Annual Report

Presenters: Annie Downey, Reed College

Slides: Alliance Annual Report: Data and Measures for Alliance Member Staff (PPTX)

Description: Assessment Team session on items that member library staff would like to see in the Alliance’s annual report.

Discovery & Delivery

Reference Instruction Librarians Roundtable

Presenter: Ray Henry, Orbis Cascade Alliance

Notes: Session Notes – Reference and Instruction Roundtable 2016 (DOCX)

Description: An open conversation on supporting reference and instruction as a part of the Discovery and Delivery community. Sharing resources, channels for participation at the Alliance level, and a discussion about next steps.

Course Reserves Best Practices


  • Mary Van Court, University of Washington
  • Stephen Weber, University of Washington
  • Joanna Bailey, Western Washington University

Slides: Course Reserves & Beyond: Connecting Students to Course Materials (PPTX)

Description: Demonstrating institutional approaches to managing course reserves workflows, and an opportunity to ask questions and share information.

New Primo UI: Functional Update


  • Stephanie Michel, University of Portland
  • Jennifer Ward, University of Washington
  • Kate Deibel, University of Washington

Slides: New Primo UI: Timeline for New Features (PPTX)

Notes: Session Notes – Primo Functional Update 2016 (DOCX)

Description: Sharing information from the May release as well as roadmap updates, the new customization package manager system, and things to consider before going live with the new UI.

Primo 101 for Front Line Staff


  • Lesley Lowery, Western Washington University
  • Ray Henry, Orbis Cascade Alliance


Description: Aimed at staff who work primarily in Alma, this is an introduction to: which parts of the Primo user interface come from Alma, what can be customized in the Primo Back Office (or elsewhere), tips and tricks for troubleshooting access issues, as well as time for questions.

Teaching with Primo: Strategies for Success


  • Radka Ballada, Clark College
  • Beth West, Linfield College
  • Anne-Marie Deitering, Oregon State University
  • Stephanie Michel, University of Portland


Content Creation & Dissemination

The Open Textbook Publishing Pilot: A Collaborative Approach to the Next Generation of Open Textbooks

Presenter: Chelle Batchelor, University of Washington

Slides: The Open Textbook Publishing Pilot (PPTX)

Description: The University of Washington is participating in an Open Textbook Publishing Pilot being coordinated by the Open Textbook Network. I will provide a brief description of the pilot, who the participants are, and the role University of Washington will play in it. This exciting pilot has huge potential to make open textbook publishing feasible for any individual or institution wanting to contribute to the growing corpus of open educational resources.

Open Educational Resources (OER)


  • Karen Bjork, Portland State University
  • Mark Dahl, Lewis & Clark College
  • Annie Gaines, University of Idaho


Description: Annie Gaines will talk about their respective groups’ approaches to Open Educational Resources and possible roles for the Alliance.

Future-Proofing the Past, Presently: Digital Preservation Across the Orbis Cascade Alliance

Presenter: Devin Becker, University of Idaho

Slides: Digital Preservation Practices Across the Alliance (PDF)

Description: What is the state of digital preservation activities across the alliance? Using “Levels of Digital Preservation” established by the National Digital Stewardship Alliance (NDSA), the Digital Preservation working group composed and sent out a survey to Alliance libraries meant to help assess each library’s digital preservation status and needs, as well as give a better picture of the Alliance’s digital preservation activities as a whole. This talk will detail the findings from that survey as well as introduce audience members to some of the (impressive) digital preservation expertise spread across the Alliance.

Sharing Unique Collections

Presenter: Larry Landis, Oregon State University

Slides: Sharing Unique Collections? Content Creation & Dissemination Team (PPTX)

Description: This session will explore the possibility of developing a set of standards and best practices for the physical sharing of a wide range of unique collections, including manuscripts and archives, among Alliance members.

We’re Not the Science Police: Research Data Management at the Alliance

Presenter: Maija Anderson, Oregon Health & Science University

Slides: We’re Not the Science Police: Research Data Management (RDM) at the Alliance (PPTX)

Description: Research data management (RDM) is an emerging field in libraries that crosses many domains. The CCD Data Sets Exploration Working Group performed an environmental scan of RDM issues in Alliance libraries to recommend an appropriate consortial role. We heard from Alliance staff engaging in outreach, instruction, advocacy, and technical work in RDM. We found that libraries face advocacy issues, struggle to leverage funder mandates, and are still finding their place within the research cycle. We also found significant staff expertise, widespread enthusiasm, and promising pilot services.

Alliance Professional Development Award: Building Capacity for Addressing Electronic Records Through Training and Networking

Presenter: Elizabeth Nielsen, Oregon State University

Slides: Alliance Professional Development Award (PPTX)

Description: Building Capacity for Addressing Electronic Records through Training and Networking”: The Oregon State University Libraries and Press (OSULP) received a $1000 Alliance Professional Development Award in 2015 to subsidize the registration fee for staff from Alliance member libraries at electronic records workshops hosted by OSULP in Jan-April 2016. The workshops provided rigorous and in-depth training on appraisal, accessioning, ingest, and providing access to born-digital materials and facilitated in-person networking and collaboration among staff of Alliance libraries and with others in the region.

So, What’s the Plan? Aggregating Unique Digital Content at the Alliance


  • Ann Lally, University of Washington
  • Kyle Banerjee, Oregon Health & Science University
  • Julia Simic, University of Oregon
  • Jodi Allison-Bunnell, Orbis Cascade Alliance

Slides: Aggregating Unique Digital Content at the Alliance (PPTX)

Description: Discussion about the digital content aggregation initiative for this year. You’ll gain an understanding of the role of the LSTA grant and how your institution can participate.

Moving Metadata for Unique Content through Infrastructure


  • Jennifer Ward, University of Washington
  • Ann Lally, University of Washington
  • Rose Krause, Eastern Washington University
  • Eva Guggemos, Pacific University
  • Elizabeth Nielsen, Oregon State University
  • Jodi Allison-Bunnell, Orbis Cascade Alliance

Slides: Moving Metadata for Unique Content Through Infrastructure (PPTX)

Description: Curation and discovery of unique materials often means using multiple interlocking systems and moving the metadata through them. The results are sometimes not what we want, and the chicken-and-egg game can be confusing and difficult, in and out of the Shared ILS. Come hear some real-life examples and increase your understanding of this ubiquitous challenge!

Shared Content

Ebook Information and Update

Slides: Alliance E-book Service (PDF)

Description: Come get up to date on the Ebook Program including budget breakdown, challenges and opportunities over the past year, and where we stand with the Wiley Usage-Based-Collection Management Pilot. We will have a look at overall statistics and a brief look at plans for the next year.

Last Copy Policy and 3-Copy Threshold Guidelines Discussion

Slides: Last Copy Policy and 3-Copy Threshold Guideline (PDF)

Description: This session revisits the Alliance’s “Last Copy Policy,” approved in 2008, which asks library staff to consider retaining the last copy of a title in their collection. As time allows, we will also revisit the “3-Copy Threshold Guidelines,” a voluntary pilot program in 2010-12 that asked libraries to consider limiting acquisitions to only 3 copies of the same title in the consortium. The Shared Content Team invites your feedback through a discussion about the effectiveness, adherence, or value of each policy.


Create “New Books” Webpages with Analytics and WordPress

Presenter: Rob Bohall, George Fox University

Slides: Create “New Books” Webpages with Analytics and WordPress (PDF)

Description: Presents a streamlined two-step process for creating user-friendly “New Books” webpages. teps are: (1) export discipline-specific reports of recent acquisitions in Analytics; (2) automate webpages creation using a modified WordPress plugin

Using Alma APIs


  • Jeremy McWilliams, Lewis & Clark College
  • Linda Ackers, Lane Community College
  • Bill Kelm, Willamette University


Description: This session will include some basics on Alma development using Ex Libris Developer Network resources, along with demonstrations of the extension of Alma functionality, via API, for staff support and to improve user services.

Implementing No-PDS Authentication

Presenter: Nathan Mealey, Portland State University

Slides: Implementing no-PDS Authentication (PDF)

Description: This session will provide an overview of the new no-PDS authentication for Primo, covering both the steps for implementing it and the reasons for why to consider doing so. A hands-on walkthrough of setting up no-PDS authentication will be included in the session. The goal for the session will be for participants to have the info they need to implement no-PDS at their own institutions.

Technical Services

Authority Control: Update on Current Landscape

Presenter: Abby Bibee, Reed College

Slides: Authority Control: Update on Current Landscape (PDF)

Description: The Technical Services Working Group’s (TSWG) Authority Control Group will present an overview of the current Alma Authority Control tools and and update on the group’s work in figuring out how to manage Authority Control for the Alliance. Presenters include Abby Bibee (Reed) with other group members on hand for questions.

Introduction to Import Profiles

Presenter: Julie Gaida, Pacific University

Slides: Introduction to Import Profiles, July 2016 (PPTX)

Successfully Working with Alma’s Shelf Report Tool

Presenter: Kate Cabe, Western Washington University

Slides: Successfully Working with Alma’s Shelf Report Tool (PPTX)

Description: In December 2015, Ex Libris rolled out the new Shelf Report functionality. WWU was eager to use this in order to perform a much-needed and overdue physical inventory of our Reference collection. We were really happy with the results and plan to use it for other inventory projects. Talk would focus on how to use the tool, including the newly-functional Range inventory, what worked well in our experience, and what pitfalls to avoid.

YBP-EOCR Working Group Update

Presenter: Karen Kunz, Oregon Tech

Slides: YBP-EOCR Working Group Update (PPTX)