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March 6, 2018

Alliance News March 2018

From the Chair of the Board & Executive Director

We are excited about the Council meeting in early March, and do hope you have signed up for the Strategic Planning Speakers event on March 7 from 3-5 pm. More information:
On behalf of the Orbis Cascade Alliance Board and the Strategic Planning
Project Group, you are invited to virtually join a keynote presentation
as part of our strategic planning process.

On March 7, from 3-5 pm, Kristen Eshelman and Lauren Pressley will join
the Council, Program Managers and Team Chairs in Seattle for a
thought-provoking conversation on the future of higher education,
academic libraries and library consortia. While we cannot have everyone
join us in person, we'd be pleased if you all joined via GoToMeeting. 
Please consider getting together in groups -- not only in your library
or unit, but with other neighboring Alliance members!

Susan Barnes Whyte, Linfield College, Board and Council Chair
Michelle Bagley, Portland Community College, Chair-Elect

To sign up: https://attendee.gotowebinar.com/register/5381755764036982018

The March Council meeting is jam packed. We will spend most of Thursday March 8th working with our facilitators from Crux to continue work on the Alliance Strategic Plan. We hope to finalize the mission and vision statements as well as the Values. In addition, Council will also discuss the budget, Primo Standardization Report, Collaborative Workforce literature review and report on challenges Teams see in developing a collaborative workforce, and a preview on a data report the Alliance may create to support members’ response to our accreditation agency.

We have now signed the documents to become a DPLA Hub for our members! In the next months we will plan how and when to begin sending data to DPLA. Thank you to the many individuals and groups who contributed to this achievement.

In the extension of our contract for Alma / Primo, the Negotiation Group continues to work on implementing the guidelines passed by Council in November 2017. Council members have more information about the items we’re discussing during the work with Ex Libris.  Ex Libris and the Alliance hope to have the contract amendment completed by ELUNA, which is this May 1-4 and hosted by Eastern Washington University and Gonzaga University. At ELUNA, we especially hope to see you at the Eastern Washington University hosted reception just for Alliance members!  Our EWU Colleagues will host us on May 2 from 4-6 pm near the conference location. So please hold that time if you are coming to ELUNA! 

We started our two working groups with the Northwest Academic Computing Consortium (NWACC). The first group focuses on Accessibility, and includes Kun Lin (co-chair, Whitman) and Gloria Doherty (George Fox). The second group, working on InCommon benefits, is co-chaired by Margaret Mellinger (Oregon State) and also includes Pavel Popov (Clark) and Jeremiah Kellogg (EOU). We have already learned a lot about working with NWACC, and appreciate these colleagues’ efforts in creating new areas for collaboration.

Dana attended ALA Midwinter and met with many of our key commercial collaborators and vendors, and attended a few sessions – notably on Primo VE and the next steps on the 2.5% Commitment, which is an initiative exploring how the scholarly commons are supported by open projects. In March, Dana will be at the first ever DPLA Hubs Council meeting (with Jodi Allison-Bunnell) and the Ex Libris Director’s Forum. 

Also stay tuned, in mid March, for the opportunity to suggest ideas that the Alliance should incorporate into the next strategic plan.  Missed the webinar on March 1?  You can find a link to the recording on the Strategic Planning page. We hope to hear all your great ideas. See the Alliance page on New Initiatives for more information. 

Susan Barnes Whyte, Chair of the Board and Council
Dana Bostrom, Executive Director

Program & Team Updates

Discovery & User Experience

Reference & Instruction Survey Update
Thank you to everyone who promoted and participated in the reference and instruction survey! We had 74 responses from 32 institutions. A wonderful turnout!

The DUX Team has began analyzing the rich responses to the open ended questions with the goal of designing and recommending Alliance activities to support the community. We'll also be sharing out some preliminary summary information from the survey with the community at the upcoming open call.

Primo February Release
The Primo February release will be installed to production on Sunday, March 11. Thanks to everyone who particpated in testing and to those who shared their results with the community!

DUX Open Call
The next DUX open call is on Thursday, March 15, 10am-11. The agenda will be available shortly.

Resource Sharing and Fulfillment (RSF)

RSF Team
The RSF Team officially launched the pilot RSF Mentorship Program on the March 1st RSF Open Call. Recruitment for mentors and mentees will begin in a few weeks. More preliminary information can be found here: https://www.orbiscascade.org/rsf-mentorship-program, including a link to the full Program Proposal. Stay tuned for more details on how to participate.

A reminder that Summit & Fulfillment Day 2016 will be held at Clark College in Vancouver, Washington on Friday, August 3rd, and planning is already under way. More information about the conference program will be out soon - for now, please save the date!

The Northwest Interlibrary Loan and Resource Sharing Conference (NWILL) will be held at Portland State University on Thursday, September 13th, and Friday, September 14th this year, with keynote speaker Trevor A. Dawes. Time is running out to propose a session - proposal submissions are due March 8th. 

Alma Analytics Project Group (AAPG)
The AAPG is currently building two dashboards - one focusing on fulfillment and one focusing on resource sharing, as well as reviewing ACRL/IPEDS reporting (as time allows). The group is developing clear and consistent documentation for modifying these dashboards at individual institutions to ensure full functionality. The AAPG is also reaching out to other Alma consortia to find out what they do both to support analytics training, and to make resources available to distributed audiences.

Fulfillment Project Group (FPG)
The FPG is actively surveying members of the Access Services/Circulation Services communities to understand where standardization efforts might be possible, including supporting institutional work in training and documentation.

Shared Resources Joint Project Group (SRJPG)
The SRJPG is in the process of developing their survey instrument for the community needs assessment focusing on the intersection of resource sharing and collection development. More information about the group's charge and their progress can be found on their group page - meeting notes are posted regularly.

Summit Standing Group (SSG)
The SSG continues to perform Alma release testing, looking for any functionality regressions, and to test new functions in resource sharing. As part of an ongoing documentation updating and review process, members are analyzing the Alliance's archived website, looking for any processes or procedures that may not have been moved in the transition to the current site.

Shared Content & Technical Services

EBook Standing Group

  • A number of updates have been made to the ebook documentation on the Alliance Web site.
  • Update on Evidence-Based Selection (EBS) plans: The ESG is continuing to work on improving the Taylor & Francis records. They are preparing to evaluate Wiley data for titles selections in the coming weeks at the conclusion of the second year of the program. 

Network Zone update

  • NZ Sandbox testing of the Merge Records and Combine Inventory tool wrapped up last week (Feb 26-Mar 2).  Evaluation of the results will follow. More news on when we can expect to have this tool in use in the NZ production environment is coming soon!
  • The NZ Manager and the SCTS PM are putting together a small project team to discuss and test options for the shared loading and management of MARCive records for all Alliance institutions.

Norm Rules Standing Group
Thank you to all individuals and institutions who provided feedback during the recent normalization rule change testing cycle! The new rules for hypertext linking have been added to Primo Production and a renorm/reindex of Primo is taking placeMarch 5-8. Please remember that for the duration of the renorm/reindex process, Alma updating of the Primo front end will bestopped. This means that bibliographic record additions, deletions, and changes made after 3:00 pm Friday, March 2 will not be reflected in your Primo instance until Thursday afternoon, March 8, at the earliest. Changes to item record information and real-time availability information for bibliographic records already existing in Primo should not be affected.


Systems Team changes
Maria Kessler McShane, who served as chair-elect and led many team efforts, including Analytics training, has left the Alliance for another library opportunity. Whitworth University’s Paul Ojennus has stepped into the chair-elect  role and will take over as team chair at midyear.

Registration is now open for ELUNA 2018! See this page to register. The ELUNA 2018 meeting will be held in Spokane, Washington on May 1-4. The Ex Libris-led Technical Seminar will be held at the same site on April 30 and May 1. 

Please register as soon as is possible - both hotel reservation and registrations have been very strong to date. 

The schedule and other information has been published to this site.

Systems Open Call
The March Systems Open Call will be held on Wednesday, March 14, from 1 to 2 PM. Planned topics include:  What’s known about Primo VE; some advanced Analytics information; and, a discussion on Alliance strategic planning.

Alma Enhancements Project Group 2018
The Alma Enhancements Project Group has formed for the 2018 cycle. We are happy to announce the following members

  • Blake Galbreath, Project Group chair (WSU)
  • Al Cornish (Alliance)
  • Lori Hilterbrand (OSU)
  • Mary Grenci (UO)
  • Pamela Ivey (PSU)
  • Morag Stewart (UW)
  • Rachel Arkoosh (Pacific)
  • Lorit Trimble (Evergreen)

Currently, the global Alma enhancements working group is reviewing the submitted requests, clarifying and deduplicating requests prior to the start of the first round of enhancement voting, projected for April 1.

ELUNA Steering Committee election 
The member representative from each Alliance institution should have received an invitation to vote in this year’s Steering Committee election. There are three candidates standing for one Steering Committee seat. Please vote in this election - Steering Committee members work directly with Ex Libris leaders and product working groups to improve Ex Libris products.

Unique & Local Content

Digital Collections Training for March-May
Thanks in part to LSTA funding from the Oregon State Library, training opportunities are abundant this spring! Here is the workshop and related events schedule for the remainder of this fiscal year: 
Teaching and Research in Digital Collections Forum is May 24 in Portland
Please plan to join us on Thursday, May 24, at the White Stag in Portland for a full-day program on digital collections in teaching and research created by the Digital Collections in Teaching and Research Project Group of the ULC Team. This follows on the Alliance-supported Teaching with Primary Sources one-day meeting in 2016 and complements both the PRIM meeting last August and Reed's event, From Evidence to Scholarship, next month.

A call for proposals, registration information, and the program are forthcoming. .

Editor's Note

Please send any feedback, thoughts, or suggestions for future content to Cassie Schmitt.

Check out the Alliance News on the web for future reference.
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