Program & Team Updates
Discovery & User Experience
The DUX team has been busy finalizing the working/standing/project groups that our team will need to tackle priorities. Stay tuned! Our next open call on Thursday, August 17 from 10 – 11 AM will highlight two institutions that are live in the new Primo UI as they provide a demo of their live environment, discuss the decision process for what to customize (or not), and lessons learned. If you have any ideas for our open calls, please let us know by filling out this form (linked here).
8/7: Primo production renorm/reindex to implement NR changes
8/13: Primo August release installed on the sandbox environment
8/14: PRIM Event (Central Washington) - register by August 4!
8/17: Open DUX Call: 10 AM - 11 AM
9/1, 5pm: Primo August release Go/no-go vote due - submit via the feedback form
9/10: Primo August release installed to production, barring major issue
Resource Sharing and Fulfillment (RSF)
Summit & Fulfillment Day
Summit & Fulfillment Day is scheduled for Friday, August 4th, at Clark College in Vancouver. Over 100 people are registered to attend this full-day event. Thank you to the organizers, presenters, and attendees for being willing to brave extreme heat and traffic to share your expertise with your colleagues!
Summit Standing Group
Many of the Summit Working Group and Summit Center of Excellence members are continuing this year as the Summit Standing Group:
- Jada Pelger, Chair, University of Puget Sound [returning]
- Dawn Lowe-Wincentsen, Oregon Tech [returning]
- Erin Bledsoe, Central Washington University [returning]
- Kate Ball Jones, University of Oregon [new, from Summit COE]
- Lindsay Lermo, Concordia University [returning]
- Meghan Williams, Western Washington University [new, from Summit COE]
- Stefanie Gorzelsky, St. Martin's University [returning]
- Turner Masland, Portland State University [returning]
Sue Shipman, WSU, and Raven Keppinger, SOU, have opted not to continue this year - we wish them well, and thank them for their service!
The Summit SG has also completed their Summit documentation, with plans to update it with Alma new UI information as we get closer to the switch in January.
The RSF Team has scheduled their Open Calls for the year, and those dates are on the Team's page. The Team is currently developing charges and defining outcomes for additional standing and working groups in the areas of fulfillment, Alma analytics, and Alma release testing. Look for more information soon, including joint work with other program areas.
We went live with the new courier service just one month ago, and the benefits are already visible. We are now able to track packages throughout the system, and transit times are currently less than three days between institutions, no matter where they are in our service area. Expak, our vendor, is responding to customer service issues the same day (and sometimes as quickly as within 5 minutes)!
Thank you to Expak for making this a very smooth transition for Alliance libraries and all our dropsites, and thanks too to everyone processing materials at all our libraries - your ongoing feedback and input, and willingness to embrace the new system, have made this switch a success!
Shared Content & Technical Services
Ebook Working Group
The group continues to work towards getting records loaded into Alma/Primo for the new T&F evidence based program and the Oxford purchased titles. Libraries currently have access to the content in these programs directly through the vendor platforms.
Reminder: The ProQuest DDA program will be discontinued as of 8/15/2017.Norm Rules Standing Group
The Normalization Rules Standing Group (NRSG) recently completed the latest round of Primo normalization rule change testing and is in the process of adding the new rules to Production Primo. The changes will become live on Production Primo Thursday, August 10. The changes include the addition of new MARC fields for music, works, audience and relators, updates to some link functionality, and changes to facets, among others. A digest of changes is available
. Major thanks to each institution’s testing coordinator for managing testing at their institutions and providing results to the NRSG!
The groups members for this year are:
- Rose Krause, Eastern Washington University, Chair [new]
- Lesley Lowery, Western Washington University [returning]
- Kelley McGrath, University of Oregon [returning]
- Hilary Robbeloth, University of Puget Sound [returning]
- Suzanne Sager, Portland State University [new, from Norm Rules Advisory Group]
Outgoing members of the NRWG and NRAG: Doris Munson, Eastern Washington University; Shannon Eagles, Chemeketa Community College; Whitney Buccicone, University of Washington; Stewart Baker, Western Oregon University.
Thank you to the incoming, returning, and outgoing members!Last Copy and 3-Copy Threshold guidelines updates
At the July Board meeting, revised versions of the Last Copy and Three Copy Threshold guidelines
were approved. These new guidelines retain the spirit of the original initiatives but clarify that decisions should be governed by local needs and local judgement. The review and development of the guidelines utilize feedback gathered from the 2016 Summer Meeting and from a Shared Content Open Call in the Spring of 2017. Both documents also adhere to the recently developed Alliance Statement of Collection Development Best Practices. SCTS will be looking into the feasibility of providing standard procedures for members use to record commitments to hold items.Alliance staff update
Margarita Wickham will be leaving the Electronic Resources Specialist position in late September. A part-time Electronic Resources Specialist position has been distributed locally (contact Joan Thompson
for more information).
A revised Shared Content Technical Services Program Manager
position has been posted and applications submitted by August 25 will be given first consideration.
A search committee for the NZ Manager position has begun meeting.
Systems Open Call
The Systems Open call will be held on Wednesday, August 9, from 1 PM to 2 PM. Demonstrations are scheduled: Primo Analytics for the New UI (Maria McShane, Pacific University) and Coding for the New UI: Accessibility Issues (Kate Deibel, University of Washington).
Open Testing Framework
The Alliance will be participating in a four month Ex Libris-led pilot project this fall, the Open Testing Framework. A key goal of this framework will be to reduce the amount of time that customers commit to Alma release testing by providing a transparent system/service that supports the sharing of test results. It also offers the possibility of reducing regressions in Alma that slip through to production releases. More information will be shared in Systems updates as this work goes forward.
Unique & Local Content
Digital Collections Working Group Releases User Testing Report
The ULC’s Digital Collections Working Group (from 2016-2017) has completed and posted its report on user testing for digital objects in Primo.
Many thanks to DCWG chair Janet Hauck and member Laura Zeigen for completing this report, and to Central Washington University, Whitworth University, Willamette University, and Washington State University for conducting user tests!
The report findings will be used to develop objectives for digital objects in Primo. These objectives will be thoroughly discussed in the ULC community prior to testing digital objects in the Primo premium sandbox.
Depending on the extent to which we're able to create the desired experience in Primo through metadata consistency, local practice, Alliance-wide practice, and/or advocacy with Ex Libris, we'll decide whether to move digital objects into production by the end of 2017.
Archives West User Testing Accessibility Reports Available
The accessibility report was created in response to participant concerns that Archives West had accessibility issues, a concern both for institutions under Department of Justice scrutiny and for the Alliance. The group identified key and relatively simple issues to address prior to another level of review. Review the full report here.
The usability testing report details the results of the user testing that the group conducted in collaboration with members in April on three key issues:
- Search pathways and the need for an advanced search;
- Placement and use of <controlaccess> terms;
- Digital object linking and presentation.
These reports, plus some known issues, will form the basis of the workplan for maintenance and improvement of Archives West this year. This is consistent with the Alliance’s prioritization of accessibility and usability of all interfaces, and ULC will work with the Discovery and User Experience (DUX) Team on the plans to respond to the findings in these reports. As per our normal technical support schedule, and once Alliance staff scope the work, we expect to hire contract assistance to complete changes to the site.
Many thanks all the members of this group for their very fine work:
- Anne Jenner, University of Washington (chair)
- Donna McCrea, University of Montana
- Emily Dominick, University of Washington
- Kate Thornhill, Oregon Health & Science University
- Jodi Allison-Bunnell, Alliance staff