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Systems Team
Primo Enhancements Working Group
Leadership, Charge and Goals

September 14, 2015

Leadership and Structure

The Primo Enhancements Working Group operates as a sub-group of the Systems Team. The chair of the Primo Enhancements Working Group will be appointed from the membership of the Systems Team.

The Primo Enhancements Working Group will include 8 to 9 individuals, including the chair. Members will be selected at-large, from a broad cross-section of Alliance staff, Alliance team members and member institution staff.

All working group appointments will last for the duration of the current ELUNA / IGeLU Alma Enhancements cycle. For 2015, this is expected to include the period from September to November 2015.

The Primo Enhancements Working Group membership for 2015 includes:

  • Al Cornish, Alliance (Chair)
  • Rose Carlson, Reed College
  • Blake Galbreath, Eastern Oregon University
  • Rose Krause, Eastern Washington University
  • Stephanie Michel, University of Portland
  • Kelly Peterson-Fairchild, Oregon Tech
  • Jennifer Ward, University of Washington

Additional members may be named to the group.


The Primo Enhancements Working Group will begin work in September 2015, and will continue until the conclusion of the Primo enhancement cycle, anticipated to be in November.

Meeting Schedule

The working group will meet on a schedule determined by the working group chair.


The charge of the working group is defined in the ELUNA Membership Proposal, adopted by the Alliance Board early in 2015. In brief, the process outlined by that document includes the following steps:

  1. During the first two weeks of the review period (when the enhancement list is available in NERS, but voting has not yet started), the Alliance forms a working group that will review the full list of enhancement requests to determine which ones are important for the Alliance to move forward. These will be enhancements that impact all or most Alliance libraries, so they reflect our shared needs.
  2. A survey will be sent out to all member institutions, listing the requests identified by the working group. Institutions will be asked to prioritize Alliance-identified enhancement requests.
  3. The survey will provide a text-entry opportunity for institutions to identify any enhancement requests that didn”t make the Alliance list but are a high priority for that institution. This will allow the Alliance team to identify any areas where votes might cancel each other out and handle those on a case-by-case basis.
  4. The working group will analyze the resulting data and provide Alliance institutions with a list of enhancements to vote on, and a recommendation on how to distribute the 70 points allotted to the Alliance vote.
  5. Institutions will be free to use the remaining 30 vote points for either institutional needs or to further support the Alliance-identified shared interests.

Annual Debriefing Report

Upon conclusion of the Primo enhancements cycle, the chair of this working group, in collaboration with the other members of the group, will provide a debriefing report to share with the Alliance community, summarizing the activities of the group for the year, and may also make recommendations regarding the work of future iterations of the Primo Enhancements Working Group.