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September 4, 2018

Alliance News September 2018

From the Chair of the Board & Executive Director

We’ve had the hottest summer on record and work at the Alliance has also been on fire -- through the strategic planning work. While we thought we’d send out a big thank you to members who contributed to Alliance work in July, we decided to save it for Labor Day and recognize all of your labor, also at a time when we hope you’ve already enjoyed your summer vacation.

You’ll also see an invitation to apply for the John F. Helmer Awards this week, named in honor of the founding Executive Director of the Alliance. Applications are due Halloween, October 31. We hope you consider submitting an application!

Please hold November 5-7, 2018 for participation in the Systems Program Manager interviews, and please encourage your best colleagues to apply!

We are also busy planning Summer Meeting 2019 -- we should have information to announce later this month. 

Enjoy the start of the academic year, and see you soon!

Michelle Bagley, Chair of the Board and Council
Dana Bostrom, Executive Director
Update on Strategic Planning

On July 17, 2018, we sent a message to the Announce list with information on the Strategic Planning process, including Council’s work at the meeting in July. We shared the approved Strategic Goals and the approved Initiatives. What has been happening in the last 6 weeks?

Teams and Program Managers worked with Patrick Jones of Sahale Consulting to develop a template to describe how the approved Initiatives relate to the strategic plan, and have been working to describe how they’ll organize the Initiative work. For example, a Shared Institutional Repository was approved. But will we build that in the first 6 months? No, so the members working on that initiative are considering what steps we need to take as an Alliance to achieve the objectives on that Initiative. What resources do we need? What should we do the first year? The second year? Each Initiative is being analyzed in this fashion.

The Teams just submitted information from the first two Themes, and the Board and Strategic Planning Group will examine them. The Board will review the entire set at their meeting in early October, and Council will meet with Program Managers and Team Chairs in November to finalize the plan. 

The strategic plan approved in November will create a workplan for us for the next 5 years. However, we’ll regularly assess our progress toward the goals we’ve established in our plan, and consider adding and sunsetting Initiatives. The approach and timeline for this will be announced later this year.

The Teams are doing hard work now, considering all that we’ll do, and how we’ll get it done! Thank you for your dedication to helping the Teams dream big and stay grounded. We’re excited about the next 5 years.
 
Susan Barnes Whyte & Michelle Bagley
Co-Chairs of the Strategic Planning Group

Program & Team Updates

Discovery & User Experience

The Primo August release goes to production on Sunday, September 9. Thanks to the Primo Release Testing Standing Group for their work coordinating testing!

The second round results of Primo NERS voting were release. Four out of five enhancements from the Alliance ballot will be implemented in 2019! Thanks to the Prim Enhancements group for their work vetting the enhancements, comparing to the Primo roadmap and previous years voting results. Their work helped the Alliance make an informed decision on what enhancements we had a good chance of getting passed with our coordinated voting.

Resource Sharing and Fulfillment (RSF)

Summit & Fulfillment Day 2018
A huge thank you to the organizers, presenters, and attendees of this year's Summit & Fulfillment Day on August 3rd at Clark College - over 100 attendees and 17 presenters! The schedule and all of the presentations can be found here (also linked from the RSF documentation page): https://www.orbiscascade.org/summit-fulfillment-day-2018-presentations. A compilation of the small group discussion input is coming soon, as is the conference feedback - we had a 42% response rate on the feedback survey! You can see last year's feedback and recommendations here: https://sites.google.com/view/summitandfulfillmentday2017/home.

RSF Open Call Schedule
After a hiatus for S&F Day, RSF open calls are on the schedule again through December 2018. The schedule is listed here: https://www.orbiscascade.org/resource-sharing-and-fulfillment/. The next open call is scheduled for Thursday, September 6, from 10am - 11am.

Shared Content & Technical Services

Cataloging Standing Group
The Cataloging Standing Group is preparing a report on the results of the survey on the inclusion of faceted terms in MARC bibliographic records sent out to TS representatives this past spring. They anticipate sharing a draft of that report before their presentation during SCTS Day on October 11. The results of this survey will be a guide for the standing group as they begin to develop an approach to the application of these terms. Once a draft of the report is completed, the standing group will welcome your suggestions and insights.
 
Ebook Standing Group
The Ebook Standing Group is working to confirm usage statistics with Taylor & Francis related to Evidence-Based Selection (EBS) title selections, and to finalize the component of the Alliance Ebook Program for 2018-9 replacing last year’s T&F EBS program.

From the Network Zone Manager
Marylhurst University Update
Marylhurst's library is closing just after Labor Day, and the campus will permanently close September 30, 2018.

Ex Libris's Migration Services Team is taking the lead on decommissioning of Marylhurst's Alma IZ beginning September 9th.  Lesley Lowery is the Alliance staff lead on this - please contact her with any questions you have.

Thank you for your ongoing support for Marylhurst’s users and staff. We all wish them well.

GPO Project update
The NZ Manager is currently drafting a detailed plan for implementation of shared record loading for U.S. Government Printing Office (GPO) resources.  The proposed contract with Marcive, Inc. will include record loads for both physical and electronic resources.  

The implementation plan will be released in mid-September, with community feedback and discussion occurring through September and October.  Members will be asked to opt-in or opt-out of participating in the contract in early November.  If the contract is approved, we will move forward with test record loads in Spring 2019, and full implementation on July 1, 2019.
  

Systems

Membership update
Systems Team member Dan Moore is leaving Oregon State University, and so is leaving the Team also; we are sorry to see Dan go, but wish him the best in his new position. Doug Eriksen (Seattle University) will be joining the team to fill this slot; welcome aboard, Doug!

Documentation
The Systems Team is getting ready to move its documentation to the Orbis Cascade Alliance Confluence site. This move will make the documentation easier to search and maintain. Look for more information in upcoming Open Calls.

Primo Customization Standing Group
The PCSG has updated the resource type icons; these icons now have a transparent background, so they will better integrate with your color scheme in Primo. Thanks to Holli Kubly and her team at the University of Oregon for developing these and sharing them with the Alliance. Please see the demo of the new icons from the August 8th Open Call. The PCSG has also reorganized the Primo Toolkit page to make resources for customizing the Primo New UI easier to find.

Unique & Local Content

The Archival Collection Management Standing Group is prepaing to host ArchivesSpace training later this fall. The dates will be announced shortly.

The  Dublin Core Best Practices Standing Group has began reviewing harvester contributors, picking up from the work that Robin Faye performed under the LSTA grant that ended in June.

The Unique Materials in the SILS Standing Group continues to make progress on resolving issues with unique materials in the SILS.
 

Thank you to all participants!

Here are all the folks who contributed to an Alliance group during the last fiscal year. We thank you for all of your work and accomplishments!

Group Name Name Institution
Accreditation Support Group Brooke Robertshaw Oregon State University
  Jeff Gayton Southern Oregon University
  Lori Wamsley Lane Community College
  Michael Paulus Seattle Pacific University
  Nancy Hoover Marylhurst University
  Rick Block Seattle University
Alma Enhancements Project Group 2018 Blake Galbreath Washington State University
  Lori Hilterbrand Oregon State University
  Lori Trimble The Evergreen Sate College
  Mary Grenci University of Oregon
  Morag Stewart University of Washington
  Pamela Ivey Portland State University
  Rachel Arkoosh Pacific University
Archival Collection Management Standing Group Conor Casey University of Washington
  Nathan Georgitis University of Oregon
  Rachel Thomas George Fox University
  Sarah Shipley Non Member Institution
  Steve Duckworth Oregon Health & Science University
  Zach Selley Lewis & Clark
Board of Directors Adriene Lim University of Oregon
  Dena Hutto Reed College
  Isaac Gilman Pacific University
  Lynn Baird University of Idaho
  Marilyn Moody Portland State University
  Mark I. Greenberg Western Washington University
  Michael J. Paulus Seattle Pacific University
  Michelle Bagley Portland Community College
  Susan Barnes Whyte Linfield College
  Xan Arch University of Portland
Cataloging Standing Group Casey Mullin Western Washington University
  Linnea Marshall University of Idaho
  Peggy Firman University of Puget Sound
  Suzanne Sager Portland State University
Council Collaborative Workforce Group Bill Waters Clackamas Community College
  Jeff Gayton Southern Oregon University
  Mark Dahl Lewis & Clark
  Mark Watson University of Oregon
  Nancy Hoover Marylhurst University
  Suzanne Milton Eastern Washington University
Council Handbook Group Greg Mullins The Evergreen Sate College
  Isaac Gilmand Pacific University
  Jane Carlin University of Puget Sound
  Kim Read Concordia University
  Lishi Kwasitsu Warner Pacific University
  Maija Anderson Oregon Health & Science University
  Ryan Ingersoll George Fox University
  Xan Arch University of Portland
Courier Transition Project Group Beth Longwell Non Member Institution
  Erin Bledsoe Central Washington University
  Josh Wolfe Non Member Institution
  Kate Jones Southern Oregon University
Creative Commons Licenses in Archives West Anne Jenner University of Washington
  Ashlyn Velte University of Idaho
  Steve Duckworth Oregon Health & Science University
CW Inventory Working Group Becky Paulson Seattle Pacific University
  Christy Zlatos Washington State University
  Mary Galvin University of Oregon
  Rami Attebury University of Idaho
  Tom Bielavitz Portland State University
Digital Collections in Primo Project Group Ann Lally University of Washington
  Daniel Oswalt Lewis & Clark
  Philip Vue University of Portland
  Sara Amato Willamette University
Digital Collections in Teaching and Research Project Group Angie Beiriger Reed College
  Janet Hauck Whitworth University
  Justin Wadland University of Washington
  Maurice Blackson Central Washington University
  Sarah Seymore University of Oregon
Discovery and User Experience Team Aja Bettencourt-McCarthy Oregon Tech
  Anne Pepitone University of Washington
  Barbara Valentine Linfield College
  Holli Kubly University of Oregon
  Molly Gunderson Portland State University
  Natalie Beach Chemeketa Community College
Dublin Core Best Practices Standing Group Jules Filipski University of Portland
  Julia Simic University of Oregon
  Laura Buchholz Reed College
  Sue Kunda Western Oregon University
Dues Task Force Carolyn Gaskell Walla Walla University
  Cynthia Fugate University of Washington
  Dena Hutto Reed College
  Faye Chadwell Oregon State University
  Tina Hovekamp Cental Oregon Community College
E-Book Standing Group Abby Bibee Reed College
  Alex Rolfe George Fox University
  Andrea Eickholt Eastern Washington University
  Faye Christenberry University of Washington
  Lorena O'English Washington State University
  Michelle Weston Western Washington University
  Tom Larsen Portland State University
Finance Team Dalia Corkrum Whitman College
  Dena Hutto Reed College
  Jeff Gayton Southern Oregon University
  Lynn Baird University of Idaho
  Marily Moody Portland State University
  Sara Watstein Seattle University
  Xan Arch University of Portland
Fulfillment Project Group Justin Smith University of Idaho
  Lori Hilterbrand Oregon State University
  Mike Farris Pacific University
  Tami Garrard University of Washington
GPO Record Loading Project Group Abby Bibee Reed College
  Karen Highum University of Washington
  Karen Stephens Eastern Washington University
  Rami Attebury University of Idaho
  Tom Larsen Portland State University
Local Fields Group Cathy Chapman St. Martin's University
  Cheryl Davenport Clark College
  Karen Stephens Central Washington University
  Lori Robare University of Oregon
  Tom Larsen Portland State University
  Whitney A. Buccicone University of Washington
Network Zone Management Support Group Karen Highum University of Washington
  Kelley McGrath University of Oregon
  Kyle Bannerjee Oregon Health & Science University
  Maria Wagner Portland Community College
  Tami Wilkerson Oregon Health & Science University
Norm Rules Standing Group Hilary Robbeloth University of Puget Sound
  Junghae Lee University of Washington
  Kelley McGrath University of Oregon
  Rose Krause Eastern Washington University
  Suzanne Sager Portland State University
NZ Manager Search Abby Bibee Reed College
  Karen Highum University of Washington
  Mary Grenci University of Oregon
  Tom Larsen Portland State University
OER Standing Group Ben Tucker University of Puget Sound
  Heather White Mt. Hood Community College
  Rick Stoddart University of Idaho
  Robin Ashford George Fox University
  Talea Anderson Washington State University
  Tina Hovekamp Cental Oregon Community College
Primo Customization Standing Group Barbara Valentine Linfield College
  Dan Moore Oregon State University
  Jeremiah Kellog Eastern Oregon University
  Jeremy McWilliams Lewis & Clark
  Paul Ojennus Whitworth University
Primo Day Planning Group Anne Pepitone University of Washington
  Dan Moore Oregon State University
  Lisa Molinelli Portland Community College
  Molly Gunderson Portland State University
Primo Enhancements Prioritization (Fall 2017) Bill Kelm Willamette University
  Jennifer Ward University of Washington
  Kun Lin Whitman College
  Rob Bohall George Fox University
  Rose Krause Eastern Washington University
Primo Enhancements Prioritization (Spring 2018) Aja Bettencourt-McCarthy Oregon Tech
  Anne Pepitone University of Washington
  Bill Kelm Willamette University
  Kun Lin Whitman College
  Stewart Baker Western Oregon University
Primo Release Testing Standing Group Bill Kelm Willamette University
  Merri Hartse Eastern Washington University
  Rami Attebury University of Idaho
  Sarah Johnson Concordia University
  Tony Greiner Portland Community College
Primo Standardization Project Group Kun Lin Whitman College
  Lisa Molinelli Portland Community College
  Rami Attebury University of Idaho
  Rebecca Marrall Western Washington University
  Scot Harrison St. Martin's University
  Stewart Baker Western Oregon University
Resource Sharing & Fullfillment Team Erin Bledsoe Central Washington University
  Greg Mullins The Evergreen Sate College
  Jada Pelger University of Puget Sound
  Jen Jacobs Lewis & Clark
  Jennie Rossie University of Washington
  Sarah Stevenson George Fox University
RSF Analytics Project Group Cassandra Palmore University of Puget Sound
  Doris Munson Eastern Washington University
  Doug McClay Walla Walla University
  Jean Fenske The Evergreen Sate College
  Jennie Rossie University of Washington
  Kevin Edwards Portland Community College
  Mary Galvin University of Oregon
RSF Mentor Training Project Group Bahram Refaei Linfield College
  Jada Pelger University of Puget Sound
  Justin Smith University of Idaho
  Kevin Edwards Portland Community College
  Lori Hilterbrand Oregon State University
  Meghan Williams Western Washington University
  Molly Gunderson Portland State University
  Sagan Wallace Concordia University
  Sarah Stevenson George Fox University
  Stefanie Gorzelsky St. Martin's University
Sandbox Testing Standing Group Doug McClay Walla Walla University
  Sara Brownmiller University of Oregon
  Sion Romaine University of Washington
  Tamera Marnell Cental Oregon Community College
Shared Content and Technical Services Program Manager search group Jill Emery Portland State University
  Linda Crook Lane Community College
  Zeb Evelhoch Central Washington University
Shared Content and Technical Services Team Andrea Eickholt Eastern Washington University
  Kristi DeShazo Oregon Health & Science University
  Linda Crook Lane Community College
  Linnea Marshall University of Idaho
  Mary Grenci University of Oregon
  Roger Stelk Whitman College
  Rose Krause Eastern Washington University
  Serin Anderson St. Martin's University
  Steve Perisho Seattle Pacific University
  Tami Wilkerson Oregon Health & Science University
  Xan Arch University of Portland
  Zeb Evelhoch Central Washington University
Shared Resources Joint Project Group Kate Cabe Western Washington University
  Kate Jones Southern Oregon University
  Sagan Wallace Concordia University
  Serin Anderson University of Washington
  Steve Perisho Seattle Pacific University
SILS Negotiation Group Alex Merrill Washington State University
  Ann Miller University of Oregon
  Chelle Batchelor University of Washington
  Craig Milberg Willamette University
  Faye Chadwell Oregon State University
  Natalie Beach Chemeketa Community College
  Nathan Mealey Portland State University
SILS Negotiation NZ sub group Ann Miller University of Oregon
  Diana Brookings University of Washington
  Karen Highum University of Washington
  Kelley McGrath University of Oregon
  Kyle Bannerjee Oregon Health & Science University
  Lihong Zhu Washington State University
  Linda Crook Lane Community College
  Lori Robare University of Oregon
  Maria Wagner Portland Community College
  Mary Grenci University of Oregon
  Rose Krause Eastern Washington University
  Sion Romaine University of Washington
  Tom Larsen Portland State University
SILS Post Implmentation Evaluation Coordination Group Annie Downey Reed College
  Craig Milberg Willamette University
  Faye Chadwell Oregon State University
  Michael Boock Oregon State University
Strategic Planning Group Amanda Clark Whitworth University
  Betsy Wilson University of Washington
  Craig Milberg Willamette University
  Dawn Lowe-Wincentsen Oregon Tech
  Isaac Gilman Pacific University
  Lori Hilterbrand Oregon State University
  Michelle Bagley Portland Community College
  Rick Stoddart University of Idaho
  Susan Barnes Whyte Linfield College
  Tom Bielavitz Portland State University
Summit & Fulfillment Day planning group 2017 Erin Bledsoe Central Washington University
  Jesse Thomas Western Washington University
  Lori Hilterbrand Oregon State University
  Sarah Stevenson George Fox University
  Shanel Parette Willamette University
Summit Standing Group Erin Bledsoe Central Washington University
  Jada Pelger University of Puget Sound
  Kate Jones Southern Oregon University
  Meghan Williams Western Washington University
  Sagan Wallace Concordia University
  Stefanie Gorzelsky St. Martin's University
Systems Program Manager Search Anne Pepitone University of Washington
  Blake Galbreath Washington State University
  Jeremy McWilliams Lewis & Clark
  Tamara Marnell Cental Oregon Community College
Systems Team Bill Kelm Willamette University
  Blake Galbreath Washington State University
  Dan Moore Oregon State University
  Karen Clay Eastern Oregon University
  Kun Lin Whitman College
  Paul Ojennus Whitworth University
  Stewart Baker Western Oregon University
  Tamara Marnell Cental Oregon Community College
Unique and Local Content Team Anne Jenner University of Washington
  Elizabeth Joffrion Western Washington University
  Janet Hauck Whitworth University
  Laura Buchholz Reed College
  Maija Anderson Oregon Health & Science University
  Megan Dugan Mt. Hood Community College
  Ryan Hilebrand University of Oregon
  Talea Anderson Washington State University
  Zach Selley Lewis & Clark
Unique Materials in the SILS Standing Group Crystal Rodgers University of Washington
  Richard Sapon-White Oregon State University
  Robin Champeiux Oregon Health & Science University
  Ryan Hildebrand University of Oregon
User Testing Toolkit Project Group Hilary Robbeloth University of Puget Sound
  Holli Kubly University of Oregon
  Kate Thornhill Oregon Health & Science University
  Kate Thornhill University of Oregon
  Kathleen Veldhuisen Chemeketa Community College
  Kathy Watts Whitworth University
  Rebecca Marrall Western Washington University

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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