Program & Team Updates
Ebook Recommendation and Literature Review Available
The Assessment Team has completed one of its major tasks for the year. The group was charged to complete a qualitative assessment of the shared Ebook program including testing with end users. After conducting a thorough review of current ebook literature, the Assessment Team recommended that the Alliance not conduct a user study since that has been done thoroughly by others. The E-book Working Group concurred and included that in their February 10 recommendation to the Board of Directors.
Kudos to Assessment Team Chair Annie Downey and incoming chair Meredith Farkas for their work on this literature review and to Shared Content Program Manager Kathi Fountain and Kristi DeShazo, chair of the E-Book Working Group, for their assistance.
Primo 5 Assessment
The Primo Assessment Joint Working Group continues to make progress on its plan for assessing Primo 5 this spring. Alliance members can anticipate hearing from the group in June and July in order to plan for Primo 5 implementation. Expect to hear from the JWG soon for more details on their plans!
Michele Reilly (Central Washington University) joined the team in January to fill a vacancy.
The CW Team had a productive in-person meeting at the University of Portland on January 26. The team developed draft goals for FY17 for the Board's consideration and discussed the responses to the CW inventory project, a snapshot of work across the Alliance. The team is working on writing a short report detailing observations of collaborative work based on this snapshot.
The New Staff Training Group for Acquisitions submitted their final report outlining training topics for acquisitions. Stay tuned for more information on how to get involved in building training materials.
The Collaborative Workforce Program Blog launched as a place to share information such as:
Technical Services Working Group
- Program updates including updates from various working groups and groups
- Meeting minutes
- Announcements when new policies, best practices, or workflows are posted
- Draft policies/best practices for community comment and discussion
- Recruitment announcements for participation opportunities
In January, the group appointed Radka Ballada (Clark), Iris Godwin (Oregon Tech), and Cheryl Morrison (UW) to continue to manage the Technical Services Open Calls.
Multiple groups submitted reports to TSWG recently:
A huge thank you to members of the these groups for their detailed work and contribution.
Center of Excellence Initiative: Bibliographic record management (including Network Zone)
Al Cornish is leading this COE work to gain efficient management of Network Zone records through the use of ongoing imports and day to day management tools. Multiple issues/cases are summarized on the COE initiative page, including current status of work. The Alliance hopes to accelerate work in this area this spring.
Content Creation & Dissemination
CCD Launches Digital Preservation and Exploration Working Groups
In February, CCD launched the working groups scheduled for the second half of the fiscal year: Digital Preservation and Exploration.
The Digital Preservation Working Group
- Devin Becker, University of Idaho (chair)
- Sara Amato, Willamette University
- Laura Buchholz, Reed College
- Moriah Caruso, University of Washington
- Brian Davis, Oregon State University
- Danielle Mericle, University of Oregon
- Jodi Allison-Bunnell, Alliance staff (ex officio)
Exploration Working Group
- Karen Bjork, Portland State University (chair)
- Mara Valentino, Oregon State University
- Friday Valentine, Chemeketa Community College
- Annie Gaines, University of Idaho
- Maija Anderson, Oregon Health & Science University (chair)
- Jeremy Kenyon, University of Idaho
- Jonathan Cain, University of Oregon
- David Isaak, Reed College
Unique Collections Sharing Group
- Trevor Bond, Washington State University (chair)
- Larry Landis, Oregon State University
- Elizabeth Joffrion, Western Washington University
- Rose Krause, Eastern Washington University
- Tracey Rice, Eastern Washington University
Discovery & Delivery
Primo February Release: Testing and Installation to Production
The Primo Release Testing Working Group (PRTWG) concluded their testing of the February release on Wednesday, 2/24. After reviewing input from membership, the PRTWG consulted with the Discovery & Delivery Team, which decided to install the February release on the Production environment on Tuesday, March 1st. The release is scheduled for installation on Sunday, March 6th.
The Primo February release includes access to the development prototype of the Primo 5 user interface at a separate URL:
http://alliance-primo-sb.hosted.exlibrisgroup.com/primo-explore/search?vid=[INST]. Replace [INST] with your institution’s VID code.
Even at this early stage, Ex Libris user interface developers are looking for feedback, as are the Discovery and Delivery and Systems teams. Please send feedback to Ex Libris at email@example.com, and cc the Alliance’s new email address for Primo 5 at firstname.lastname@example.org (please contact Elizabeth Duell to subscribe/post to the Primo 5 list.)
Primo Premium Sandbox Renormalization/Re-indexing 2/25 - 2/29
The Primo Premium sandbox has had the proposed normalization rule (NR) changes applied to the Premium sandbox and renormalization and reindexing completed 2/29. The Normalization Rules Working Group (NRWG) will be coordinating Alliance-wide testing of those rules from Monday, 2/29 to Monday, 3/14. After reviewing input from membership and in consultation with the Discovery & Delivery Team, NRWG will give a go/no-go decision about the new NR set on Tuesday, 3/15. If the move to Production is a go, the new Alliance NRs will be implemented by a renorm/reindex process beginning Friday, March 18th. That process is scheduled to complete byMonday, March 21st. Please remember that during that time, all other scheduled jobs are suspended, which means that Alma changes during that time will not be reflected in Primo until after the renorm/reindex has completed and the suspended jobs have caught up.
New Joint Advisory Group proposed
The NRWG has been working with the Technical Services Working Group (TSWG) to coordinate input and feedback from membership and move to a more strategic approach to developing Alliance Primo normalization rules. With the support of the Discovery and Delivery Team, the NRWG has submitted a proposal to the Policy & Coordination Team for a new joint advisory group that will inform future norm rule development.
Discovery and Delivery members at ELUNA
If you’re planning to be at ELUNA in May, consider getting together with some of your Alliance colleagues from D&D. Scheduled presentations include:
Additional D&D Team ELUNA attendees: Kelly Peterson-Fairchild (OIT), Jennifer Ward (UW), and Stephanie Michel (UP).
- Lesley Lowery and Ray Henry - One Set to Rule Them All: Primo Norm Rule Management in a Consortial Environment (May 5, 11:15-12:00pm,)
- Lesley Lowery - Why Should I Care About Primo Norm Rules? (May 4, 2:30-3:15pm)
- Doris Munson, Andy Eickolt, Rose Krause - Picking Apart the Alma Link Resolver (May 4, 2:30-3:15pm)
Wiley recommended for Evidence-based Acquisitions pilot
Council will also consider the Shared Content Team's recommendation to partner with Wiley for an Alliance-wide evidence based acquisitions pilot. Wiley is a publisher that has demonstrated use and value across all institutions in the Alliance. It is used consistently in both DDA and in Academic Complete, and we are proposing that we take the money we would have spent on Wiley through ProQuest and spend it directly with Wiley. We look forward to Council's decision and planning for our implementation and evaluation of this experiment.
"Collection Development Guiding Principles" up for Council review
Thanks to thoughtful development and feedback from the Shared Content community, Council will consider a new set of guidelines
to help inform local collection development practices within our shared consortial collection. The Board gave it a strong recommendation at its February meeting, and a lively discussion is expected next week with Council.
E-Book Subscription (ebrary)
132,539 discovery titles
July E-Resources Renewals Coming Soon
Staff have been gearing up for the July 1 renewal season, during which a full third of all Alliance subscriptions will be renewed. Renewal review will begin in March so that libraries who need invoices before the end of the fiscal year have time to request and receive them.
In anticipation, take a look at the Renewal Calendar
to see what's up for renewal and plan for any potential changes.
Annual E-Resource Savings Reports
The Alliance's annual reports of library e-resource savings is currently in production with a late March release expected.
Alma March release
The Alma March release will be installed on Alliance production this Sunday, March 6
. Details on the release are available on the Ex Libris Knowledge site
. Note that for Alma, monthly releases are calendared through December 2016.
Whitworth University migration to Alliance Alma/Primo
Work is ramping up to bring Whitworth University into the Alliance’s Alma and Primo in the June timeframe. The first Whitworth University-Alliance-Ex Libris planning meeting is expected to be conducted early next week. ExLibris' Audrey Ho, who worked with the Alliance on its migration, is the Ex Libris lead for this project. ExLibris' Megan Drake, fomerly of Pacific University, is part of the ExL project team and will be performing Alma and Primo configuration work in support of Whitworth University.
Open Systems Call, March 9
The Open Systems Call on March 9 will include the following enticing topics, among others:
- A brief overview of SMS (text-based) patron notice implementation, by Rose Carlson, Reed College
- A brief overview of pivot tables in Analytics (a much easier way to construct rolling-time-period reports), by Mary Galvin, University of Oregon
- A brief overview of filtering journal usage reports in Analytics to just the journals you actually subscribe to, by Bill Kelm, Willamette University
No-PDS authentication testing continues in the University of Puget Sound and Portland State University sandboxes. Following a call with Ex Libris contacts in Israel, we are very close to having the configuration fully working, and hope to try it in production soon. Note also that Ex Libris has confirmed that CAS and LDAP support for no-PDS is currently planned, but won’t be implemented until May / June 2016 timeframe, at the earliest.
Alma Enhancements ELUNA voting cycle for 2016
Institutional ELUNA representatives should plan on receiving information and calls-to-action from the Alliance Alma Enhancements Working Group, regarding ELUNA Alma Enhancements voting, in the early April timeframe.
Serving on this year’s Alliance Alma Enhancements Working Group will be:
- Bonnie Parks, Systems Team, University of Portland, Working Group Chair
- Al Cornish, Alliance Systems Program Manager
- Cassie Schmitt, Alliance Collaborative Workforce Program Manager
- Ray Henry, Alliance Discovery & Delivery Program Manager
- Lori Hilterbrand, DD representative for fulfillment, University of Oregon
- Kyle Banerjee, TSWG representative for cataloging, OHSU
- Morag Stewart, TSWG representative for acquisitions & e-resources, UW
- Karen Spence, TSWG representative for serials & /e-resources, PCC
- Rose Sliger Krause, CCD representative, EWU