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Systems Team Meeting
Wade Guidry, University of Puget Sound
Rose Carlson, Reed College
Blake Galbreath, Eastern Oregon University
Bonnie Parks, University of Portland
Al Cornish, Orbis Cascade Alliance
Nathan Mealey, Portland State University
Alex Merrill, Washington State University
1.    Working Group Updates:

 COE Consortial Analytics

Wade met with the other systems representatives to the COE Consortial Analytics group recently. The other systems representatives include Mary Gavin, University of Oregon, and Bonnie Parks, University of Portland. (Al Cornish is also a member of this COE, but was not on the call.)
Note from that call are available at:
The notes summarize systems-related concerns with respect to consortial analytics.
During the Systems Team call, other ideas for the COE to consider included:
Potential use of the Events Subject Area
Potential use of the Primo Subject Area
Potential use of the UResolver subject area as an alternative or complement to UStat.
Wade to schedule follow-up call with this group.
The group is still waiting on a Primo SLA report from Ex Libris for Quarter 2, 2015.
Primo Toolkit
The Primo Toolkit Working Group held its inaugural meeting on Sept 10, 2015.
Alma Enhancements
Wade updated the group on actions taken by the Alma Enhancements Working Group to solicit feedback on the group”s policy recommendation. This solicitation went out in the form of email on Sept 11, 2015, as follows:

Friday, 9/11/2015, to eluna@orbiscascade.org:
Following the conclusion of this year”s Alma Enhancements Working Group activity, the Working Group drafted a debriefing report on the year”s activities and work products, along with a couple of policy recommendations to govern future working group activities.
This report is currently in final draft form, and is ready for review by Alliance institutional ELUNA representatives.
In your role as ELUNA proxy for your institution, I ask that you review this document, particularly the policy recommendations, gather any feedback or comments about the document and recommendations within your institution, and provide those comments to me, no later than October 9, 4 weeks from today.
The document can be found at:
Comments can be submitted directly to me, Wade Guidry, Alma Enhancements Working Group chair, wguidry@pugetsound.edu
Following the closing of the comment period, the working group will convene to consider your comments and feedback, make any changes to the policy recommendations that we feel are necessary, and then submit the policy changes to the Systems Team, and then the Policy & Coordination Team, for final approval.
If you have any questions about this process or the document itself, please let me know.

Primo Enhancements
Al updated the group about his efforts as chair of the Primo Enhancements Working Group. An email he sent on Sept 22 to newly appointed working group participants serves as an introduction to the group its work and goals. The email is shown below.

Tuesday, 9/22/2015
From: Al Cornish
To: Rosalie Carlson <rcarlson@reed.edu>; Blake Galbreath <bgalbreath@eou.edu>; Michel, Stephanie <michel@up.edu>; Kelly PetersonFairchild <Kelly.PetersonFairchild@oit.edu>; Jennifer L. Ward <jlward1@uw.edu>
cc: Wade Guidry <wguidry@pugetsound.edu>; Keith Folsom <kfolsom@orbiscascade.org>; Kathi Fountain <kfountain@orbiscascade.org>; Jodi Allison-Bunnell <jodiab@orbiscascade.org>; Cassie Schmitt <cschmitt@orbiscascade.org>
Thank you for your willingness to serve on the Primo Enhancements Working Group for 2015.
The Primo Enhancements Working Group is a Systems Team group that will support collaborative enhancements voting approach approved by the Alliance Board of Directors in January. The Systems Team has developed a charge for the group's work, which draws heavily from the Alma Enhancements Working Group's (retired working group) charge. Please contact me if you have any questions on this document.
For those of you who subscribe to the PRIMO-DISCUSS listserv or who are users of the Ex Libris user groups' NERS online system, you've probably noticed that the Primo enhancements voting cycle hasn't been launched. On August 2, Christian Haenger of the Primo Product Working Group (PWG) projected voting to begin in early September. One reason for the delay has been the PWG members working with institutions on questions regarding submitted requests.
The Alma Enhancements Working Group, which was chaired by Wade Guidry and completed its work in the summer, laid out a basic path forward for working through this process:
ELUNA releases a list of final enhancement candidates to the ELUNA community.
The Working Group reviews the ELUNA list and produces a set of finalist candidates for internal Alliance voting.
Alliance Institutional ELUNA representatives vote and comment on the list of finalist candidates, using an Alliance web-based survey tool.
The Working Group makes a final recommendation for Alliance voting, based on the results of the internal Alliance vote.
Institutional ELUNA representatives vote on the ELUNA ballot via NERS, basing 70% of their votes on the Alliance enhancement recommendations.
Our group's initial work will focus on steps 1 and 2. As working group members, we will review the ballot items prior to a web meeting that I will schedule when the voting timeline is known. During the meeting, the group will create a survey that will be sent to institutional ELUNA representatives, the results of which will be used to create the Alliance voting recommendation. For the Alma ballot, the working group was reviewing 506 Alma enhancements. For Primo, I expect the number of requests on the ballot to be between 106 (current count) and 150. I'd like to create a concise survey for the representatives that omits requests that don't seem relevant to the Alliance and its member institutions. At the same time, the survey will support text entry of comments and request information.
A second web meeting will then be conducted to create the voting recommendation. Unlike the Alma enhancements process earlier this year, I expect there to be only one Primo software ballot.
While the ballot has not been released, I have created a spreadsheet containing information on the 106 votable Primo software enhancements in the NERS system. This spreadsheet is attached. Please review this spreadsheet to get an idea of what requests should and should not appear on the survey that will be sent to institutional representatives. Once the ballot is released, I will send it and additional information to you.
Thank you for your help. The high-level goal of this effort is to increase the Alliance's impact on the Primo enhancements process through coordinated voting.

2.    Upcoming SF Priority Issues Meeting with ExL
Sales Force issues for the next monthly Priority Support Issues are being identified by team chairs and program managers, and will be discussed in an upcoming call planning meeting on Sept 25, in advance of the next call with Ex Libris in October.
3.    Overview of proposed changes in Primo authentication architecture
Wade provided the team with an overview of a proposed change in Primo authentication made by Ex Libris. This change would involve the removal of the Patron Directory Service (PDS) component of Primo authentication, in favor of having Primo authenticate directly against each respective institution”s SAML based authentication service (Shibboleth, CAS, or LDAP).
Wade, Al and Keith had an initial conversation with Ex Libris about how testing could occur in an Alliance Primo sandbox.
Next steps for this testing are still under discussion.