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June 2, 2017

Alliance News June 2017

From the Chair of the Board & Executive Director

In mid-June, we can officially welcome Clackamas Community College to Alma & Primo! As many of you remember, going live in this system is complex, and the Alliance worked together to make this happen. Thank you to the many people who helped review data, train, or troubleshoot other issues as welcome our 39th member into the Alliance shared system. Look for Clackamas CC to appear in resource sharing in July, concurrent with our new courier vendor. Special thanks to these amazing individuals: Julie Carter, Whitman College; Erin Bledsoe, Central Washington University; Lori Hilterbrand, Oregon State University; Shanel Parette, Willamette University; Jesse Thomas, Western Washington University; Kate Cabe, Western Washington University; Rachel Arkoosh, Pacific University; and Abby Bibee, Reed College.

Clackamas CC could not go live without their own team doing hard work: Mark Kremkow and Sarah Nolan leading the way, with Alison Ihrke and Derek Cloo. Thanks also to Library Chair Jane Littlefield and Alliance Council member Bill Waters for their support. 

With our departure from the University of Oregon, we will be losing our longest serving Alliance employee, Debora (Debi) Place. Debi has served the Alliance in almost every role the Alliance has ever had, and we are sad to see her go. We wish her the best in retirement, and other future endeavors!

With departures come arrivals. We are glad to welcome new temporary staff: Bob Hoffman & Joan Thompson. Bob will be our temporary finance manager, managing the financial books until we decide what permanent finance staff we want to hire. Linda DiBiase, after working tirelessly to identify, with the E-Book Working Group a whole new e-book program between March and now, will be taking a long well-deserved vacation. Given we are creating a new Shared Content & Technical Services Team, we thought it best to bring in a new interim Program Manager who can stay with us until our permanent PM starts. Joan Thompson will be working with the SCTS Team. Welcome Bob and Joan! Bob is a Beaver and a Duck, and joins us from years at Tranxition Corporation, among other finance positions he has held at companies over the years. Joan worked at OHSU as an interim librarian, but you may also know her from her work at YBP and Ebsco, or the Boston Library Consortium.

We look forward to seeing over 100 of you at Primo Day on June 12. The planning group has planned many fantastic presentations designed to get you ready to transition to the new user interface. Primo Day attendees will also start to think about what Primo elements could be standardized across the Alliance, a new project the Council will consider in July.

After the hard work of the Courier RFP Group, we signed a new contract with Expak Logistics. They will officially begin work in early July, and a small group of courier users is working hard with Ray Henry to help everyone learn new processes and end our many year relationship with our previous courier provider. Thanks, everyone, for working so hard on this transition! We specifically want to thank the transition group: Josh Wolfe, LINCC; Beth Longwell, Sage Library System; Kate Jones, University of Oregon; and Erin Bledsoe, Central Washington University.

We’ll have some transitions at Council, too. We wish good luck, and many thanks, to OHSU’s Chris Shaffer and Oregon Institute of Technology’s Kelly Peterson-Fairchild. As previously announced, we’ll also say happy retirement to Merrill Johnson (George Fox), Patricia Cutright (CWU) and Judy Anderson (Concordia).

We are also welcoming interim OHSU Council member: Maija Anderson, Interim Director of Library Operations. She is joined at OHSU by Melissa Haendel, Interim Director of Library Data Science. Michelle Bagley will continue to join us, but from Portland Community College instead of Clark College! We expect interim directors to join us from Oregon Institute of Technology, Concordia, CWU and Clark College. 

While the Council has already begun discussing values and priority questions for strategic planning, we have now also formed a formal project group to support further planning. Thank you, in advance, to these individuals for serving on the project group:
  • Tom Bielavitz (Portland State University)
  • Amanda Clark (Whitworth University)
  • Isaac Gilman (Pacific University)
  • Lori Hilterbrand (Oregon State University)
  • Dawn Lowe-Wincensten (Oregon Institute of Technology)
  • Craig Milberg (Willamette University)
  • Rick Stoddart (University of Idaho)
  • Betsy Wilson (University of Washington)
  • Chairs: Susan Barnes Whyte (Linfield) and Michelle Bagley (Clark College)
  • Staff: Dana Bostrom (Alliance)
SILS Evaluation update
SILS respondents heard, and Council members have received and heard preliminary results of the first stage of the SILS Evaluation. Focus group planning is now underway, as well as further data analysis. We expect a final report in the fall. Thanks for all the great input to date! The preliminary analysis has already helped us identify core issues for exploration, including our interaction with support, documentation and our own Alliance structure.

It was good to see over 40 Alliance member staff at ELUNA in May – and great so many were able to join us at Olive Garden. We look forward to seeing you all again in Spokane in May 2018! Stay tuned for more details.

Last, but not least – A Big Thanks to the University of Oregon for their HR services over these many years. The Alliance is now completing its acquisition of HR services and insurances, and is excited for the future. But the Alliance would not have thrived and been able to focus on strategic growth without the UO support over the years.

Lynn Baird, Chair of the Board and Council
Dana Bostrom, Executive Director

Teams Announced

Collaborative Workforce Team

The CW Team will conclude their work on June 30:
  • Chris Shaffer, Oregon Health and Science University, Chair
  • Nancy Hoover, Marylhurst University, Council Liaison
  • Elaine Hirsch, Lewis & Clark College
  • Michele Reilly, Central Washington University
  • Sion Romaine, University of Washington
  • Kathleen Spring, Linfield College
We have greatly appreciated the effort by the team considering how collaborative work moves forward in the Alliance. Tom Bielavitz, Portland State University, will continue to chair the CW Inventory Group as they continue their work developing survey instruments to help us measure the contributions of member library staff to the Alliance. Stay tuned for information about a new Council level group that will be developing high level goals and objectives for collaborative workforce. 

Discovery and User Experience (DUX) and Resource Sharing and Fulfillment (RSF) Teams

With the change from Discovery and Delivery (D&D) to DUX and RSF, we are pleased to announce the new DUX and RSF Teams. 

DUX Team

  • Andrea Heisel, The Evergreen State College, Chair 
  • Anne Pepitone, University of Washington, Chair-elect
  • Barbara Valentine, Linfield College
  • Holli Kubly, University of Oregon
  • Molly Gunderson, Portland State University
  • Natalie Beach, Chemeketa Community College, Council Liaison

RSF Team

  • Sarah Stevenson, George Fox, incoming Chair
  • Shanel Parette, Willamette University, Chair-Elect
  • Jen Jacobs, Lewis & Clark College
  • Jennie Rossie, University of Washington
  • Erin Bledsoe, Central Washington University
  • Greg Mullins, The Evergreen State College, Council Liaison

And a very big thank you to the D&D Team members whose terms are ending. You have accomplished great things during your tenure!

  • Jesse Thomas, Western Washington University and University of Idaho
  • Lesley Lowery, Western Washington University
  • Stephanie Michel, University of Portland
  • Lori Hilterbrand, Oregon State University

Shared Content and Technical Services Team

As has already been announced, the Shared Content Team will be joining forces with the Technical Services Working Group and forming a new, combined SC/TS Team. We are delighted that all SCT and TSWG members whose appointments were not scheduled to end June 30 have chosen to continue on the new group and also welcome two new members.

The team for FY18 is:
  • Linda Crook, Lane Community College, Chair
  • Serin Anderson, University of Washington
  • Kristi DeShazo, Oregon Health and Science University
  • Andrea Eickholt, Eastern Washington University, Ebook Working Group Chair
  • Zeb Evelhoch, Central Washington University
  • Mary Grenci, University of Oregon, Chair-Elect
  • Rose Krause, Eastern Washington University
  • Steve Perisho, Seattle Pacific University
  • Aimee Quinn, Central Washington University
  • Roger Stelk, Whitman College
  • Tami Wilkerson, Oregon Health and Science University
  • Xan Arch, University of Portland, Council Liaison
A big thank you for all the work and effort from members who end their terms on June 30:
Shared Content Team:
  • Gordon Aamot, University of Washington, Chair
  • Kristi DeShazo, Oregon Health and Science University, Chair of Ebook Working Group
  • Tina Hovekamp, Central Oregon Community College, Council Liaison
  • Corey Murata, University of Washington, Chair of Consortial Alma Collection Development Working Group
Technical Services Working Group:
  • Sion Romaine, University of Washington, Chair
  • Kyle Banerjee, Oregon Health and Science University
  • Richard Sapon-White, Oregon State University

Systems Team

The Systems Team is welcoming three new members in 2017-2018:

  • Bill Kelm, Willamette University
  • Dan Moore, Oregon State University
  • Karen Clay, Eastern Oregon University, Council Liaison

Returning team members include:

  • Blake Galbreath, Washington State University, incoming Chair
  • Stewart Baker, Western Oregon University
  • Kun Lin, Whitman College
  • Maria Kessler McShane, Pacific University, incoming Chair-elect
  • Tamara Marnell, Central Oregon Community College
  • Paul Ojennus, Whitworth University

The team would like to thank outgoing chair Nathan Mealey (Portland State University) and liaison Scot Harrison (Saint Martin’s University) for their service.

Unique and Local Content Team (Content Creation & Dissemination)

The new appointees are:

  • Laura Buchholz, Reed College
  • Ryan Hildebrand, University of Oregon
  • Zach Selley, Lewis & Clark College
  • Megan Dugan, Mt. Hood Community College (Council liaison)
Congratulations! We are so pleased to have you!

Continuing the second of their two-year terms are: 
  • Maija Anderson, OHSU (Chair)
  • Anne Jenner, University of Washington (Chair-elect)
  • Janet Hauck, Whitworth University
  • Talea Anderson, Washington State University
  • Elizabeth Joffrion, Western Washington University

With comings there are also goings. We’re grateful to those ending their two-year terms on the CCD Team:

  • Isaac Gilman, Pacific University (chair)
  • Mark Dahl, Lewis & Clark College (Council liaison)
  • Devin Becker, University of Idaho
  • Rose Krause, Eastern Washington University

A special thanks to Mark Dahl, who has been the CCD Council liaison for three years—since the Team began! Mark has been an active team member and a great colleague. We appreciate and will miss him!

The team and program, currently Content Creation & Dissemination, will transition to its new name—Unique and Local Content--on July 1.

Program & Team Updates

Collaborative Workforce

Technical Services Working Group
TSWG will be reviewing several policies through the month of June to recommend any changes. Stay tuned for revisions as they are sent out to the discussion list.

Alma May Release
The Alma June release will move to production on Sunday, June 5th. You can view potential areas of interest to technical services.

Open Calls
As a reminder the technical services open calls schedule is available on the TS Open Calls page. Mary Grenci will present discuss more topics on boundwiths covering some questions received from the community on June 29. the next open call is June 15.

Content Creation & Dissemination

George Fox Contributes First Set to Alliance Harvester!
Congratulations to George Fox University, which was the first Alliance member to contribute a set to the Alliance Harvester!

With the need to have test collections for the Primo sandbox, and 50,000 objects remediated and harvested by June 30 to fulfill the terms of our LSTA grant, we're pleased to also see contributions from Oregon State University, Linfield College, and Lewis & Clark College. 

Discovery & Delivery

Primo May Release
Testing is currently underway on the Primo May 2017 release, which was installed to the Premium Sandbox on Sunday, May 21. Documentation, including release notes edited for the Alliance, release notes categorized by type of user, Alliance-reported issues with May (and earlier) releases, and feedback form responses, is available on the Primo Release Testing web page. Each institution should submit feedback about the May release by 5:00pm on Friday, June 9. Thank you for your participation with this process!

Alma June Release
The Alma release testers are currently evaluating the Alma June Release in the premium sandbox. This release will be installed in our production environment  on Sunday, June 4. A summary of the fulfillment and resource sharing highlights can be found in the Alliance RSF June Release Highlights.

Norm Rules Working Group
The NRWG is firming up plans for a summer norm rule rollout, to take place on production the week of August 7th. This will be preceded by an Alliance-wide testing opportunity during the last two weeks of July.

Summit & Fulfillment Day
Scheduled for Friday, August 4th at Clark College in Vancouver. For the final full schedule, lodging, transportation, and other details, please visit the Summit & Fulfillment Day webpage.

Courier Transition
The Alliance has convened a transition group to support the upcoming change:

  • Josh Wolfe, LINCC
  • Beth Longwell, Sage Library System
  • Kate Jones, University of Oregon
  • Erin Bledsoe, Central Washington University

We also have many other folks at dropsites who have agreed to be points of contact to support this group's work. 

We are working closely with Expak, the new courier vendor, to get new documentation for using their new shipping interface, as it is being customized for us. We've created a new courier transition page where we will be posting documentation, training videos, new dropsite delivery windows, a checklist for the transition, a feedback form for questions and concerns, and any other updates: https://www.orbiscascade.org/courier-transition-2017. Thank you to to the transition group, and to everyone who is working on this - more to come soon!

Shared Content

New Shared Ebook Offerings for FY2018 
With the Council’s recent approval of the FY2018 ebook program budget, the Alliance will add some new elements to the ebook program, starting in July. Joining the Academic Complete subscription and the Wiley Evidence Based Ebook program will be a new, evidence-based program giving us access to 21,000 Taylor & Francis/CRC Press titles from 2013 onward. In addition we will be purchasing outright one year’s worth of Oxford University Press and University of California Press ebooks made available on the University Press Scholarship Online (UPSO) platform, about 1350 titles in all, as well as gaining free access to the entire OUP/UC backfile on the UPSO platform (excepting some encyclopedias), an additional 19,000 titles. The Wiley, Taylor & Francis, and Oxford programs will all be managed by GOBI Library Solutions (YBP).

The ProQuest DDA will end this summer, no later than August 15. Before ending the program, we anticipate using some unspent FY2017 money to purchase broadly used DDA titles, as has been done in previous years. More information about the phasing out of the DDA will be shared later.

Many thanks to the Shared Content Team representatives who gave valuable feedback to us via the April Ebook Program survey, and to the Ebook Working Group who most definitely lived up to its name as a working group!
Update on Academic Complete Dead Links

According to Alliance policy, member libraries enable discovery of Academic Complete by activating the collection in the Community Zone. Since the migration this spring to Ebook Central, a new CZ collection option is available: Ebook Central Academic Complete. This collection is updated weekly, and we recommend that it be activated in place of the old Ebrary Academic Complete Collection. The latter is no longer being regularly updated and has many dead links. Unfortunately, the Ebook Central Academic Complete CZ collection is not trouble-free; occasional dead links still appear (usually indicated by a message, "Sorry, this book is not available. Please contact your librarian about purchasing it, or search for another book.") Also, the Ebook Central Academic Complete CZ collection lacks portfolios for about 10,000 titles valid (out of approximately 144,000 subscribed titles.) The Alliance continues to work with Ex Libris/ProQuest to correct these problems. In the meantime, continue to report dead links to Ex Libris via a Salesforce case.


Alliance Primo Day
Primo Day 2017 (June 12) is fast approaching! Registration is full, the schedule is set, and it is shaping up to be an excellent day for all things Primo. You can view the full schedule of presentations for the day on the Alliance website, alongside logistics info for the day.

Alma UX (new Alma user interface)
The new Alma user interface will be available in Alliance Alma sandbox environments with the installation of the July release, on June 18. This is the start of the transition process from the current Alma user interface to the redesigned interface, which will be completed with the retirement of the current interface at the end of 2017.

You can review the timeline and Ex Libris’ information sessions on the Alma UX on this page (under Alma UX project). There will be more information on Alliance training opportunities posted in the coming weeks.

Clackamas Community College migration to Alliance Shared ILS
Clackamas CC is scheduled to go live on the Alliance’s Alma and Primo on Friday, June 16. Library staff submitted cutover extracts from its Millennium system this week.

Ex Libris Users of North America (ELUNA) update
ELUNA 2018 will be held in the regional city of Spokane, Washington on May 1-4, 2018.

For May’s ELUNA 2017 meeting: This page has information on how to access the customer and Ex Libris presentations.

Ex Libris Root Cause Analysis for May 13-14 Primo/Alma outage
Ex Libris has published root cause analysis information for the lengthy May 13 and 14 Alma disruption. The Primo, Primo Central, and bX outages were caused by the same network problem described in this document.

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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