Program & Team Updates
Team work for FY16
The Assessment Team had a productive conversation with the Board of Directors at its October meeting, reporting out on its work for FY15 and requesting goals for FY16. The following goals were approved:
- In consultation with the Ebook Working Group, conduct qualitative assessment of the shared Ebook program in accordance with the recommendations contained in the FY15 Ebook Assessment report.
- Oversee the work of the Primo Assessment Joint Working Group.
- Continue development of assessment plan in collaboration with other Teams. Development of an assessment plan can result in the establishment of a common data set at the Alliance in FY17
- Improve and increase communication across the Alliance about the mission, focus, and accomplishments of the Assessment Team.
Primo Assessment Joint Working Group
- Michele Burke, Chemeketa CC (chair)
- Tami Wilkerson, OHSU (Collaborative Workforce representative)
- Rachel Bridgewater, PCC (Content Creation & Dissemination representative)
- Rebecca Marrall, WWU (Discovery & Delivery representative)
- Andrea Kueter, University of Puget Sound (Shared Content representative)
- Alex Merrill, WSU (Systems representative)
- Jodi Allison-Bunnell, Alliance staff
The group will convene this month to begin its assessment of Primo 5, which will be released in 2016, in order to characterize the extent to which Primo 5 solves known problems in Primo. The group expects to work very actively with the Primo Toolkit Working Group of the Systems Team.
As a step towards more fully understanding the work of Alliance Teams and Working Groups, the Collaborative Workforce Team is moving full speed ahead on its charge to inventory the work being accomplished across Alliance Teams and their working groups and to map that work to the Collaborative Work Model. In October the team continued work on and finalized a template for this work.
In November and December the team will be working with team chairs and program managers to capture information about their work. Members of the Collaborative Workforce Team will be liaisons to each team to offer support in accomplishing the inventory.
The New Staff Training Group for Acquisitions held its first meeting in early November. Stay tuned as the group creates a training framework for acquisitions.
Technical Services Working Group
Members to the following groups were appointed and all groups have begun their work:
The Technical Services Open Call Group has hosted four calls so far since the reboot in September. You can find links to agendas, connection information, and call recordings on the TS Open Calls summary page. Please consider submitting a topic for the agenda!
Bibliographic Mandates Survey
You are invited to participate in a survey
related to the Orbis Cascade Alliance seven bibliographic mandates
. The survey is intended for all staff who work with bibliographic records in OCLC and Alma, primarily related to cataloging activities but not limited to catalogers.
Through the survey, the Bibliographic Mandates Review Group
has two objectives related to our charge: The first objective is to determine the level of compliance with the mandates as they are currently written; The second objective is to solicit your thoughts and opinions on the mandates as they are currently written.This survey
will remain open until COB on Tuesday November 17, 2015.
It should take approximately 10-30 minutes to complete depending on the length of your comments relating to each mandate.
Content Creation & Dissemination
Digital Public Library of America
The CCD Team continues it work on creating a DPLA hub for Alliance members. After a very productive conversation with the Board in October, and Board endorsement of this direction, CCD Team chair Trevor Bond will take the Team”s proposal to theNovember 12-13 Council meeting
in order to move forward with budget models and exploring external funding opportunities in early 2016.
Digital Content Joint Working Group
- Isaac Gilman, Pacific University (chair)
- Linda Crook, Lane CC (Collaborative Workforce representative)
- Susan Hinken, University of Portland (Shared Content representative)
- Ping Fu, Central Washington University (Systems representative)
- Beth Blakesley, WSU (Discovery & Delivery representative)
- Rose Krause, Eastern Washington University (Content Creation & Dissemination representative)
- Jodi Allison-Bunnell, Alliance staff
The DC JWG has met and is surveying Alliance members for information on DAMs and IRs and on current and desired practices for managing unique collections in Primo and Alma.
On Monday, November 9, they will release the draft digital content metadata standards for review and comment by CCD Representatives and all other Alliance teams. The JWG will hold webinars on November 13 at 10 AM PST and November 16 at 1 PM PST. The draft standards will be open for comment until close of business on Tuesday, November 24.
EAD Database Working Group
- Rose Krause, Eastern Washington University (chair)
- Johanna Meetz, Concordia University
- Evan Williamson, University of Idaho
- Julie Carmen, Central Washington University
- Doug Lambeth, Washington State University
- Laura Zeigen, OHSU
- Jodi Allison-Bunnell, Alliance staff
Discovery & Delivery
Primo November Release Installation Timeline
The November Release of Primo will be installed on both our Premium and Standard sandboxes on November 22. The Primo Release Testing Working Group will then test the release extensively and, if all goes well, it will be installed on Production on December 20.
Primo Version 5: Current Timeline for Testing and Release
Ex Libris is working on a major update to Primo, which is identified as Primo 5. It is currently in development and beta testing. Though the Alliance has been in conversations about the progress and design of the new version, we are not currently part of the beta testing process. This will change in February, 2016, when the plan is to make Primo 5 available to the Alliance via its sandbox, where we will be able to test and provide feedback to Ex Libris. In May, we will receive another update to Primo 5 in the sandbox that will include a greater ability to make customizations. In August, Primo 5 will go live, with sufficient ability to customize that it can be rolled out for general use.
During both the testing and release phases, the current version of Primo will remain available for use in the sandbox and Production. Institutions will not need to start using Primo 5 until they are ready.
One of the major changes in Primo 5 is the use of a modern web design framework called AngularJS which will make Primo 5 mobile-friendly, as well as give us more and better options for customizing the interface.
You can see a preliminary example of the new Primo 5 interface.
Shared Content Program
As all of the E-resources contacts have noticed, the Alliance is in the midst of the flurry of January renewal cycle. To keep deadlines straight, please see our Deadline Reminders calendar online
."Collection Development Guiding Principles" in Development
The Shared Content Team is developing an Alliance-level statement of Collection Development Guiding Principles for all members and librarians. The Team expects to distribute a draft to the Shared Content Representatives for feedback, so watch for that around the Thanksgiving holiday.
E-books at the Alliance
The Alliance currently owns 2,397 titles and has access to an additional 11,378 titles through the DDA program. The E-book Working Group's actions in the summer to reduce the discovery pool, the publisher list, and the maximum list price have paid off for fiscal management of DDA. The expenditures are proceeding at a reasonable pace, even though the peak usage period of mid-terms.
Many have reported finding e-titles in Alma that have a "this book is not available" message. This is a result of an error in record loading in August, and a fix to delete the problematic collection is in development with Ex Libris.
Survey request from Primo Toolkit Working Group
From Nathan Mealey, Primo Toolkit Working Group chair
The Primo Toolkit Working Group needs your input! We're working to figure out which Primo customizations, tips, and tricks, to document and make available to the Alliance, and we'd like to hear what items you'd most like to see included. The survey linked below includes an initial list of customizations that we're considering including, and asks for your input on which would be of most interest to you.
Filling this out will help us prioritize what to include, as well as give you the chance to tell us about other items we may not have considered yet. The survey is open to everyone in the Alliance, and I encourage you to share it with any of your colleagues who would be interested. The deadline for the survey will be Friday, November 13th
.Priority Support Issues update
Alliance teams are currently compiling issues for the November Priority Support Issues
meeting with Ex Libris staff, which is scheduled for November 17
.Ex Libris site visit to the region, October 23
Ex Libris executives Yair Amsterdam (Chief Operating Officer), Melissa Hilbert (VP, Professional Services) and Matt Baker (Director of North America Support) participated in a meeting with Alliance representatives on October 23 at Portland”s UO White Stag building. The meeting focused on Primo performance improvements (including reducing renormalization/reindexing times and streamlining user authentication) and working with Ex Libris Support. A complete report on the visit
is available online.Systems Open Call, November 11
There will be a Systems Open Call on Wednesday, November 11
, from 1 PM to 2 PM
. Expected topics of discussion include: Updates from a November 2 Ex Libris Primo performance briefing; review of recent Primo service disruptions; status of removal of PDS from Primo authentication; and, a check-in on the transition to the version 2 Alma user schema. Center of Excellence Digital formats initiative
initiative has been launched that”s focused on support for consortial digital format management in Alma. Al Cornish is leading this initiative, working closely with Jodi Allison-Bunnell (Alliance) and Kyle Banerjee (OHSU). The Digital Content Joint Working Group
is providing active assistance for this initiative.
In the kickoff meeting for this initiative on October 26, Ex Libris” Asaf Kline demonstrated special collections workflow functionality that will be supported in Alma with the January 2016 release, including digital uploader and viewer capabilities.