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July 1, 2016

Alliance News July 2016

From the Chair of the Board & Executive Director

Whitworth University is live!
Congratulations to our 38th member to Go Live on Alma & Primo! On June 28, 2016, we reached the end of months of work and welcomed Whitworth University to the Alliance’s Alma & Primo. A big thank you to Paul Ojennus, the Whitworth project manager, Amanda Clark, Director of the Library at Whitworth University, Whitworth staff, and Alliance Alma and Primo trainers for their support for this migration.

We also need to extend thanks to Ex Libris’ Audrey Ho and Megan Drake, the Ex Libris-side project managers for this work, and to Al Cornish for leading the Alliance migration efforts. Jesse Thomas and Ray Henry provided energetic support for the Discovery and Delivery work. 

Finally, these trainers from Alliance institutions provided onsite training to Whitworth University (Cowles) Library staff during the migration period: Chris Benson (WSU), Erin Bledsoe (CWU), Kate Cabe (WWU), Rose Carlson (Reed), Susan Ferguson (WSU), Lori Hilterbrand (OSU), Debra Spidal (WSU), Jenny Yoshikawa (WSU)

Thank you to Teams & Board members!
We change Teams & Board members in July. Faye, Lynn Baird & Dana Bostrom all extend huge thanks to our outgoing Team Members & Board members, listed below:
  • Kelly Peterson-Fairchild (OIT), outgoing Chair
  • E. J. Carter (L&C)
  • Jennifer Ward (UW)
  • Dena Hutto (Reed), outgoing Council Liaison
  • Drew Harrington (UP), outgoing Chair
  • Susan Barnes Whyte (Linfield), outgoing Council Liaison
  • Bob Thomas (WWU)
  • Tom Larsen (PSU)
  • Trevor Bond (WSU) outgoing Chair
  • Karen Bjork (PSU)
  • Ann Lally (UW)
  • Mike Olson (WWU), outgoing Chair
  • Amy Coughenour (Concordia)
  • Jill Emery (PSU)
  • Xan Arch (Reed)
  • Wade Guidry (UPS), outgoing Chair
  • Alex Merrill (WSU)
  • Bonnie Parks (UP)
  • Rosalie Carlson (Reed)
  • Jane Carlin (UPS)
  • Michelle Bagley (Clark)
  • Donna Reed (PCC)
  • Dalia Corkrum (Whitman)
  • Patricia Cutright (CWU)
  • Brent Mai (Concordia)
We have even more members involved in Working Groups, search committees and other groups. Thanks everyone for your work to make the Alliance strong. Please take a moment to recognize each other at the Summer Meeting on the Windows of Thanks!
Data Sharing
The Alliance has considered sharing more data within Alma to enable easier training, testing and reporting, and the Board agreed we should re-examine this issue now. Chris Shaffer (OHSU) will lead a group to create both use cases for data sharing in Alma, and recommendations for specific data and practices. This work will begin soon, with the goal of releasing a memo with their recommendations in the late fall. 
Board Report
The Board met in person at Whitman College, thanks to the generous hospitality of Dalia Corkrum and her team. We discussed a number of issues, including how to support a culture of assessment across the Alliance, how to begin evaluating our use of Alma and Primo in advance of our contract renewal discussions, working together with the Northwest Academic Computing Consortium, and the Collaborative Workforce Team’s Inventory Report. You’ll see some of the results of our discussion at the Summer Meeting!
Welcome to New Council Members!
We will soon welcome Xan Arch as a Council member from the University of Portland. Dalia Corkrum (Whitman) has agreed to be her mentor. Jan Hartley will represent Seattle University for this next year, and Scot Harrison (St. Martin’s) will serve as Jan’s mentor. Both Xan and Jan will join us for the July Council meetings. 
See you at Warner Pacific!
     Faye A. Chadwell, Chair of the Board & Council
     Dana Bostrom, Executive Director

Summer Meeting

The Summer Meeting is right around the corner. Get all the details on the Summer Meeting page on the Alliance website.

The meeting is being held again at Warner Pacific College (2219 SE 68th Ave, Portland

Program & Team Updates


Primo Assessment Joint Working Group
The PAJWG will report on its findings at the Alliance’s Summer Meeting in a breakout scheduled for Wednesday, July 13, at 3 PM. Come her PAJWG chair Michele Burke report on the group’s findings on the new Primo UI’s usability and accessibility in order to consider your institutional implementation. 

Alliance Annual Report Session
The session previously focused on the Alliance’s Assessment Plan (Wednesday, July 13, 10 AM) has been changed to a discussion of items that member library staff would like to see in the Alliance's annual report. What are the things that help you carry out your work?

Council members will have a parallel discussion as part of their meeting on July 14-15; it’s important that we hear from member library staff in order to produce an annual report that fulfills a diversity of needs.

Collaborative Workforce

CW Team
New incoming team members were announced in early June: New CW Team Members. One addition since that announcement is that Nancy Hoover (Marylhurst) will be joining us as our new Council Liaison. Welcome Nancy!

As you have heard the CW Team completed the Collaborative Workforce Inventory Report in May. The report was presented and discussed at the June 6 Board meeting and on a Council call on June 28. Recommendations to approve the suggested next steps in the report will be discussed at the Council meeting on July 14.

You can download the Collaborative Workforce Inventory report - PDF and also find it linked from the CW Team page.

Technical Services Working Group
Levels of Briefness/Fullness
Bob Thomas has put together a new page for Alma Brief Record Level Configurationfor the Network Zone to discuss the new functionality that is being released in stages. The page includes a section on Using the Alliance Brief Level Rule in the IZ. This information reflects current understanding about how the Brief Level Rule interacts between the NZ and IZ and will be updated after testing from the August release.

This functionality is a result of the work through the COE: Network Zone channel.

Local Fields Best Practices Approved
TSWG approved the Local Fields Best Practices with some minor additions after an open comment period. You can view the best practices and associated materials including an FAQ and tables providing specific field details on the Local Fields documentation page.

TSWG Membership Changes
The CWT appointed new members for TSWG. Please join me in welcoming our new members who will serve two year terms: 
  • Mary Grenci (UO)
  • Aimée Quinn (CWU)
  • Tami Wilkerson (OHSU)
Current TSWG members who will continue until June 30, 2017:
  • Sion Romaine, UW, new Chair
  • Kyle Banerjee, OHSU
  • Richard Sapon-White, OSU
TSWG members whose terms end June 30, 2016:
  • Bob Thomas, WWU, Chair
  • Kathy Faust, Lewis & Clark
  • Mary Ellen Kenreich, PSU
A heartfelt thank you to Bob, Kathy, and Mary Ellen for their work on the the working group and all their contributions to the Alliance.

Summer Meeting
We hope to see many of you at the upcoming Alliance Summer Meeting. You can view the full schedule of sessions on the web. Presentation materials (including powerpoints, notes, etc...) will be added to the summer meeting page as they are available. Check out the Summer Meeting Sessions update on the CWP blog for highlights of some sessions of interest.

Content Creation & Dissemination

ArchivesSpace Implementation Plan Completed
On June 22, the CCD Team considered the ArchivesSpace Implementation Plan (PDF)  from the Archival Collection Management Working Group. This is an important and ambitious two-year project to migrate participants in the Archives & Manuscripts Collections Service from Archivist's Toolkit to ArchivesSpace. The team accepted the implementation plan and will be proceeding immediately with charging and appointing a working group for the first phase of work. 

Many thanks to Eva Guggemos for her outstanding leadership of this group, and to all the WG members for bringing this well-considered plan together!
  • Eva Guggemos, Pacific University (chair)
  • Nathan Georgitis, University of Oregon
  • Mark Carlson, University of Washington
  • Tony Kurtz, Western Washington University
The next ACM WG will be charged and staffed in July; a call for participants will be issued on July 15. 

Discovery & Delivery

Summer Meeting sessions
The Alliance's Summer Meeting page has been updated, including Discovery and Delivery session presenters and Summit and Fulfillment Day presenters. We're looking forward to seeing you there!

Discovery and Delivery Team appointments
The Alliance's Board of Directors finalized the Team appointments at their last meeting - please welcome our newest Team members, whose 2-year terms begin in July 2016:
  • Andrea Heisel, The Evergreen State College
  • Erin Bledsoe, Central Washington University
  • Sarah Stevenson, George Fox University
  • Holli Kubly, University of Oregon
  • Incoming Council Liaison: Natalie Beach, Chemeketa Community College
Members who continue to serve through June 2017:
  • Jesse Thomas, incoming Chair, University of Idaho
  • Lesley Lowery, Western Washington University
  • Stephanie Michel, University of Portland
  • Lori Hilterbrand, Oregon State University
Team members whose terms end in June of this year:
  • Kelly Peterson-Fairchild, outgoing Chair, Oregon Tech
  • E. J. Carter, Lewis & Clark College
  • Jennifer Ward, University of Washington
  • Outgoing Council Liaison: Dena Hutto, Reed College
Many, many thanks to the members who have served this past year as the first Discovery and Delivery Team, and who have worked (and continue to work) to support the integration of Alliance libraries into Primo and Summit 3 during a time of significant change.

Annual Account Reconciliation (AAR)
The list of reported missing materials has been shared and Alliance libraries are checking their stacks through July 22nd. More than 30 items have been reported found to date, roughly 4% of the total.

Alma Enhancements Voting - Round 2
The Alliance Alma Enhancements Working Group reconvened this week to determine the distribution of points for the Alliance vote on this second and final round of enhancements. A reminder that Ex Libris agrees to develop the top vote getters (in order) that add up to a total of 210 "complexity" points or less this year.

Shared Content

337 DDA Titles Purchased with Year End Funds
The E-book Working Group managed the Alliance’s DDA pool very effectively this year, and was able to use year-end funds to buy 337 DDA titles directly. The group analyzed use of all unpurchased titles over the history of the DDA program to find valuable books to add to the collective Alliance collection. Of these titles, we purchased 238 books that were loaned 8 or more times to 8 or more libraries. The remaining purchases were those books that received the highest number of loans, regardless of the number of libraries that used the title. A list of all the titles purchased can be found on the Electronic Resources Documentation page.
Owned E-books at the End of FY2016
The Alliance purchased a total of 949 titles this fiscal year! That is more than double the 400 books bought last year. It brings our total number of collectively owned titles up to 3,120.
Summer Meeting Planning in Full Swing
The Shared Content Team is preparing for a lively Summer Meeting, with two breakouts about the Last Copy Policy, 3-copy Threshold, and an E-book Update. The team is looking forward to talking with you about these issues and more!
Post-ALA Report by Kathi Fountain
Along with 20,000 industry colleagues, I survived the humid Orlando climate to attend ALA last weekend!
I try to connect with our primary vendors and discuss any ongoing issues at each ALA, and this year was no different. Most notably, I represented the Alliance in 3-party talks with Wiley and YBP to try and develop an approach for making Wiley Online Library titles noted as consortially available in GOBI. This was an initial conversation, be we are committed to testing an approach so that we can roll out a solution by July 1, 2017. 
ALA is also a great place to connect with colleagues from the Alliance and from other consortia. ProQuest hosted a dinner for Alliance librarians, and I got to meet Nancy Bunker (Whitworth) in person for the first time.  Rick Burke (SCELC consortium), Anne McKee (GWLA consortium), and I sat on a panel together to talk to the library community about the value of consortia. My consortia pals taught me a lot about how they operate and provided great feedback for our internal discussions about e-resources workflows.
ProQuest’s acquisition of Alexander Street Press was big news, and I’m assured that they will continue business as usual for now. We are watching this acquisition closely as we do a lot of business with both companies. EBSCO is also watching this and has their own interest in media companies. Watch for developments here.
It was good to see many of you on the exhibit floor, passing in corridors, and over food and drink. I hope you all enjoyed your trips to ALA, too!


Summer Meeting Systems-related sessions
Here's information on the Systems-related sessions at the Alliance's Summer Meeting:

Tuesday, July 12
9 AM to 5 PM  Primo Day 2016 (Linked page includes the schedule)
Morning organizers: Blake Galbreath, WSU; Michelle Burke, COCC; Nathan Mealey, PSU
Afternoon organizers:  Andrea Heisel, Evergreen State, Alex Merrill, WSU, Anne Pepitone UW
A full list of presenters will be posted soon on the Primo Day website

Wednesday, July 13
1 PM to 1:45 PM  Using Alma APIs (Coding in Alma):  Alma development basics, plus use of APIs to extend services at some member institutions (Jeremy McWilliams, Lewis & Clark; Linda Ackers, Lane CC; Bill Kelm, Willamette). 

2 PM to 2:45 PM  Implementing no-PDS Authentication: An overview of the new no-PDS authentication for Primo, covering both the steps for implementing it and the reasons for why to consider doing so (Nathan Mealey, PSU).

3 PM to 3:45 PM  Primo Toolkit Roundtable: Info on the existing toolkit and plans for integrating this work into the new UI customization framework (Nathan Mealey, PSU; Stewart Baker, WOU; Dawn Lowe-Wincentsen, OIT; Lesley Lowery, WWU; Tamara Marnell, COCC). 

The Systems Team and representatives will meet on Thursday morning. 

New Systems Team members
The Systems Team will be adding five new members for two year terms, beginning on July 1: Stewart Baker (Western Oregon University), Maria Kessler McShane (Pacific University), Kun Lin (Whitman College), Tamara Marnell (Central Oregon Community College), and Paul Ojennus (Whitworth University). 

Alma July release
The Alma July release will be installed on Alliance production Alma environments on Sunday, July 3. 

One notable Alliance case listed on the resolved issues list: Case 00106389 Patron names with fines persisting in item records after return of the item ("The job now removes the borrower details from deleted loans")

More details on the release are available in the Ex Libris Knowledge Center

Alliance IT Manager
The Alliance's new Information Technology Manager, Curtis Wyant, starts work in the Eugene office on Friday, July 1. Curtis will be participating in the Alliance's Summer Meeting. 

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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