Program & Team Updates
Discovery & User Experience
Primo November Release & Holiday Closures
Ex Libris North American support is closed on December 22, December 25, and January 1. The Jerusalem office is open during their normal business hours during this time. System down and system component down cases will receive the support attention as they normally would. More information on the criteria for setting a case as System-Component Down can be found on this page. Cases with major regressions will be addressed on December 26 for Development.
On December 25, two members of the Primo Release Testing Standing Group will do some testing in the morning and file any cases if needed. Al Cornish will be in the Alliance office on December 26 and Cassie Schmitt will be in the Alliance office December 27-29. If you file a case during December 24-25 please add Cassie Schmitt and Al Cornish to your case so that we can follow up that week.
User Testing Toolkit Project Group
UTTPG has made significant progress on our deliverables and will continue to do so through the new year. As a quick reminder, the deliverables are as follow:
- Product 1: Curate general resources which may include how to’s, process information, software recommendations, and other relevant information.
- Product 2: Solicit, centralize, and provide access to sample user testing documentation and summaries of findings from Alliance libraries as examples.
- Product 3: Prepare sample questions, user tasks, scripts, or other information for libraries to perform user testing on the new Primo UI.
- Product 4: Prepare and provide resources for instruction and reference staff to perform user testing
- Product 5: A toolkit that includes Products 1-4 that can be applied across multiple systems/interfaces/areas.
The group has also submitted two proposals for Online Northwest and ELUNA. More ways to spread this knowledgeable are being developed by the group!
Resource Sharing and Fulfillment (RSF)
RSF Alma Analytics Project Group
The RSF Alma Analytics Project Group held their first few meetings, and the decision was made to break the group into two subgroups: one to focus on a suite of canned reports and a second to focus on the development and coordination of future trainings. Both subgroups are refining what they’ll need to do to complete their goals and the timelines for each deliverable/subgoal.
Fulfillment Project Group
The Fulfillment Project Group has met twice and are excited to move forward on a survey that will determine Alliance members’ needs and desires for training, documentation and best practices in circulation and access services. They are also looking at Alma processes and workflows with an eye to figuring out some of the things none of us have yet had time to figure out - more on that soon!
Summit Standing Group
The Summit Standing Group's documentation in the Alma new UI is now live, and linked from the Resource Sharing & Fulfillment documentation page (please be sure your bookmarks are updated):https://www.orbiscascade.org/rsf-documentation.
The new UI Summit documentation site is here: https://sites.google.com/view/summitdocumentation/home
To request corrections, ask for additional documentation, or to submit documentation, please use the form link at the bottom of the site: https://sites.google.com/view/summitdocumentation/feedback. The documentation for the current UI will remain available until the Alma February release.
The RSF Team is developing a mentorship program for RSF community members. We will be checking in with member library staff soon for your ideas and feedback! More details coming soon.
Alma New UI Resources
Mark your calendars! The RSF Team has moved the open call originally scheduled for January 4. The Team will be hosting a New Alma UI check in call - please join us on Friday, January 12th from 1-2pm.This call is an open Q&A session to follow up after the new UI is enabled by default in the January release to production on January 7th.
Need to know more about the new UI before then? A new page linking RSF-specific resources, including: video workflow walkthroughs in resource sharing and circ, videos from the Systems Team, and Ex Libris resources, is here: https://www.orbiscascade.org/alma-new-ui-resources/.
Shared Content & Technical Services
New NZ Manager
We are pleased to announce that Lesley Lowery will be joining the Alliance staff at the end of January as the new Network Zone Manager. An early welcome to Lesley!
Technical Services Open Calls
Technical Services Open Calls continue to be held on the first and third Thursdays, from 11-12. Recent calls have featured Linda Crook’s presentation on item description templates and a sustained conversation about the new Alma UI. A reminder that these calls are being recorded and made available on the Technical Services Open Calls web page. Please contact Mary Grenci if you would like to make an announcement, give a presentation, or have topics you would like us to cover either in discussions or presentations.
Ebook Working Group
Following the platform migration earlier this fall, the EWG continues to work with Taylor & Francis concerning a series of unresolved access issues. Problems with accessing T&F titles should be forwarded to Andy Eikhart and Jesse Holden (email@example.com).
A reminder that the EWG encourages member libraries to visit the new platform and make sure that ezproxy stanzas are updated to reflect the current stanzas.
Normalization Rules Standing Group (NRSG)
The NRSG is continuing to focus on training group members and on documentation of procedures. They're also prioritizing projects for the next testing and rollout cycle (date TBD)
Thanks to Linnea Marshall (University of Idaho), who has agreed to chair this new group! Membership also includes Peggy Firman (Puget Sound), Suzanne Sager (PSU), and Casey Mullin (WWU).
NZ Manager Support Group
The group has been diligently continue work to identify projects, priorities, and resources for the incoming Network Zone Manager, Lesley Lowery.
Systems open call for December
The Systems open call was held on December 13. Topics discussed included the planned Primo November release install on production; a review of the Primo Customization Standing Group’s work; and, topic brainstorming for Primo Day 2018. The recording and notes from this meeting are available online.
Primo Customization Standing Group
One item reported on in the open call: The Primo Customization Standing Group’s Trello board shows the customizations and extensions that they are creating for the Alliance (and the status of the group’s work on each of them).
Alma new UI
There was an Alliance information session held on December 14; the recording is available online. This includes a Alma new UI demo by COCC’s Tamara Marnell and some overview information presented by Al Cornish.
The Alma new UI will be turned on for all users beginning on January 7, when the release is installed on production. More information on this transition is provided in the December Alma release notes (under "New Alma User Interface").
There’s a collection of Alma new UI resources on the Alliance Systems documentation page, under the heading “Alma.”
Planning for Primo Day has begun. The meeting is tentatively scheduled for June 11th, 2018 at the UO/White Stag Building in Portland.
The Systems and DUX teams will be assembling a group to help coordinate this event in January. If you have recommendations for Primo Day sessions, please send to Blake Galbreath (firstname.lastname@example.org) and Al Cornish (email@example.com)
Primo Standardization Project Group
The Primo Standardization Project Group is nearly finished with its final report. The report will describe the group's work and findings, as well as its recommendation about pursuing Primo standardization across the Alliance. The report will be available by mid-January, and will be distributed for feedback from the Systems and DUX communities.
Idea Exchange Pilot
Regarding this pilot described in a November 28 Alliance Announce message: All four Ideas in the voting recommendation have received a significant boost from Alliance members in (Alma, Primo) voting. Thanks! Look for an update on this pilot in January.
Unique & Local Content
LSTA Grant Progress
We’ve launched the Rights workshop series for Alliance members, beginning with the Risk Management and Rights
workshop on December 13. That workshop will be offered again on January 19, and there are still seats available. Watch for more workshops on standardized rights statements and free-text rights statements in February and March. Each workshop will be offered twice. Robin Fay is available to Alliance members who need direct support with digital collections metadata; sign up for a meeting with her here
We’re also in the midst of conducting assessments with the non-Alliance members with whom we will actively work this year to provide training, documentation, and direct support
. Those institutions are:
- Spokane Public Library
- Seattle Public Library
- Washington State Library/Washington Rural Heritage
- Multnomah County Library
- Oregon Historical Society
- Everett Public Library
- Richland Public Library
- Whatcom County Library
We continue our coordination work with the Oregon State Library, Oregon Heritage Commission, and Washington State Library, and are on track to complete the census of cultural heritage organizations in Washington and Oregon with digital collections by the close of the grant. Discussion Forums Foster Collaborative Decisions
Over the past month, groups associated with the Unique and Local Content Team have held several discussion forums on key topics. By attending forums and participating in the discussions, our members shape our policies and practices so that they are in alignment with their needs and capacity.
The ULC Forum on Digital Collections (November 16) offered an overview of this year’s LSTA grant work with the project staff, including plans for training and offering means for direct support. A summary and recording of the forum are here
; the feedback form is closed. Discussions enabled the project staff to complete plans for support of Alliance members.
The Dublin Core Best Practices Standing Group
held the Forum on Free-Text Rights Statements in Digital Collections on December 6. The discussion focused on refinements to the Alliance’s standards for free-text rights statements in digital collections. These statements complement the standardized rights standards; both are required. A summary and recording of the forum are here
; the feedback form
is open until close of business on Friday, December 15.
On December 14, the Creative Commons Licenses in Archives West Project Group
held a discussion on applying Creative Commons licenses to finding aids to encourage re-use of descriptive metadata. A recording is available here
, and the slides from the presentation are here
from all participants in the Archives & Manuscripts Collections Service
is open until December 22. The project group is on track to complete its recommendations so that we can update the Archives West site, the EAD Best Practices, and put the changes into production in January.
Upcoming ULC discussions will include one with the Digital Collections in Primo Project Group
, and an in-person ULC Representatives meeting in Portland in late February or early March.DPLA Hub Update
With the acceptance of the Alliance’s DPLA hub application last month, we continue to work on next steps: completing our data exchange agreement and officially signing on as members. Then the work on our first data ingest begins. Thanks to the hard work of the members & ULC community, we already have over 70,000 digital objects contributed and ready for DPLA, and will prepare an additional 50,000 objects by June 30, 2018. We do not have a timeline for the first ingest, but will continue to keep you posted.