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2020 Annual Meeting

Welcome to the program of the ELUNA 2020 Annual Meeting! To view abstracts and learning outcomes, click 'full' by 'Details:'

Note that all registered attendees will receive access to Sched prior to the conference.

IGELU Steering Committee

lunes, el 4 de mayo de 2020 a las 09:00–17:00 PDT
Silver Lake

ELUNA Steering Committee

martes, el 5 de mayo de 2020 a las 09:00–15:00 PDT
Echo Park

Registration

martes, el 5 de mayo de 2020 a las 15:00–19:00 PDT
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First Time Attendee Reception (Invitation Only)

martes, el 5 de mayo de 2020 a las 18:00–19:00 PDT
Westin Bonaventure Plaza Pool Deck
Track

Social Event

Applicable Ex Libris Product

None - General

Reception (All Attendees)

martes, el 5 de mayo de 2020 a las 19:00–21:00 PDT
Westin Bonaventure Plaza Pool Deck
Track

Social Event

Breakfast

miércoles, el 6 de mayo de 2020 a las 07:00–09:00 PDT
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Registration

miércoles, el 6 de mayo de 2020 a las 07:30–17:00 PDT
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ELUNA 2020 Opening Session

miércoles, el 6 de mayo de 2020 a las 09:00–09:20 PDT
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Session Abstract

At last year’s conference opening, I shared thoughts on “Data All Around Us,” the role of libraries in this new data environment, and what libraries need to be on the lookout for during the current period of Digital Transformation.  However, Digital Transformation equals Digital Disruption, which brings us to the 4th Industrial Revolution, sometimes referred to as one of “cyber physical systems,” the merging of capabilities of both human and machine.”  This is the era of artificial intelligence, virtual reality, genome editing, biometrics,  3D scanning/printing, autonomous vehicles and the Internet of Things (IoT).  Libraries are faced with this new “disruption” from both the patron/research service aspects and the software application aspects from both locally developed or vendor provided applications.  Libraries need to be thinking about how they will deal with this digital transition and decide how to provide the appropriate services, be it with technology or by providing Data Science service.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Michael North, Northwestern University

Ex Libris Company Update and Strategy

miércoles, el 6 de mayo de 2020 a las 09:20–10:20 PDT
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Session Abstract

We live in the age of acceleration, in a world of extreme data. How can libraries thrive and move from VOLUME to VALUE to IMPACT. Join this session to learn about Ex Libris & ProQuest strategies and vision in dealing with 2020 and future libraries challenges.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Eric Hines, Ex Libris
Bar Veinstein, Ex Libris
Jane Burke, Ex Libris

Break

miércoles, el 6 de mayo de 2020 a las 10:20–10:45 PDT
Z- not used

Alma Analytics Update on New and Upcoming Features

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Barbara ABC
Session Abstract

Update on new and upcoming features in Alma Analytics. We will show live recently developed features as well as discuss plans for the coming year.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Yoel Kortick, Ex Libris

Alma and the World: Cleaning Up, Meeting the Future’s Demands

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
San Gabriel ABC
Session Abstract

The bibliographic database is central to almost all library functions, and also a representation of how materials are in the world, so we can realize the basic impulse of librarianship: getting things in order and keeping them in order so they can be used.  What happens when the database doesn’t actually represent the world, and materials have been moved without regard for the catalog?  This presentation will detail the effects of the past in the University of Miami Libraries Special Collections—dramatically increased time and energy to do our work, decreased security and increased risk—to then detail what we've done to rise to the demands of the future.  We’ll outline our goals, tools, and processes developed, our results, and how we used Analytics to achieve our goals, and monitor and report our work.  We’ll close with an overview of what this project has shown about the capacities of Alma and Analytics.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Linde M Brocato, University of Miami
Kineret Ben Knaan, University of Miami
José Vila, University of Miami

Co-Authors

Michelle Hernández Creque and Richard Morales, University of Miami

Getting Alma-D Up and Running at Purdue

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Monica B
Session Abstract

This session will go over the steps we took to implement Alma-D at Purdue to provide access to digitized material using Alma and Primo at Purdue.  We will cover both the high-level as well as detailed configurations needed to get everything up and running.

Track

Digital Initiatives

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level
Beginner
Intermediate

Presenters

Dean Lingley, Purdue University
Annapurni Subramaniam, Purdue University

More Seats at the Table: Collaborative Approaches to System Management

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Anita C
Session Abstract

This presentation highlights the positive effects our library has experienced by shifting away from a siloed system management structure. When UCSC Library formed our Alma implementation team with working members from across the library, we saw how much more successful a team with diverse expertise could be in continued system management. This success was the main motivation in the decision to create a team to manage our Alma/Primo VE system rather than rely on our previous model of a single Systems Librarian. With wide representation, this team has increased communication and knowledge about the system across the library. Problem-solving is more efficient and effective, and we are better able to identify cascading consequences when changes are made to the system. By describing the foundation of a team approach and the details of the charge and team formation, we will demonstrate how this approach can be transformative.

Track

Strategy

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Gillian Keleher, University of California Santa Cruz
Sarah Lindsey, University of California Santa Cruz

Optimizing Remote Storage Accession Processes in Alma

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Monica C
Session Abstract

The Washington Research Library Consortium migrated from Voyager to Alma in mid-2018.  After nearly 20 years in the Voyager environment, workflows had been optimized to facilitate the efficient movement of materials in and out of the consortium's shared collections facility (a shared remote storage facility).  It quickly became clear that new workflows were required to deliver this same level of efficiency and service when accessioning new materials with Alma.  

Using a mix of new API development, workflow restructuring, and Google Data Studio applications, the staff at Washington Research Library Consortium was able to not only restore the speed and volume of accessions to pre-migration levels, but now have leveraged these tools to exceed the efficiency found in Voyager.  This has resulted in lower accession costs per item and faster turn-around for large projects.   

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Joel Shields, Washington Research Library Consortium
Tammy Hennig, Washington Research Library Consortium
Aaron Krebeck, Washington Research Library Consortium

P2E: Painful to Easy

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Monica D
Session Abstract

P2E (Physical to Electronic) is the name for the migration process that converts electronic resource records from the ILS into electronic inventory in Alma. The process requires pre-migration planning and post-migration cleanup. This presentation will demystify the process and recommend different approaches for your institution's needs. Learn how P2E relates to acquisitions data, ERM holdings, and the Alma Community Zone.

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Kristen Fredericksen, The Catholic University of America

Primo and Primo VE Update

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Emerald Bay
Session Abstract

Join Ex Libris for a Primo and Primo VE Product update, an overview of their roadmaps, and an opportunity for Q&A.

Track

Discovery

Applicable Ex Libris Product
Primo
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Yisrael Kuchar, Ex Libris

Project Management and Setting an ILS Implementation Up for Success

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
San Pedro
Session Abstract

As tempting as it is to focus attention immediately on the technical layer of an ILS implementation–given the significant amount of work involved–overall project success is better served if the project team prioritizes core project management tasks as soon as the team is formed. The Tri-College Consortium (Bryn Mawr College, Haverford College, and Swarthmore College) migrated from Millennium and VuFind to Alma (single Institution Zone) and Primo VE in December 2018. This presentation will cover communications, information organization, and decision-making processes that the TriCo’s ILS implementation team put in place within the first few months of the project and continued to refine throughout the project. It will conclude with how the team laid the groundwork for the management of Alma and Primo VE post Go-Live. Although this presentation will use examples from the TriCo’s ILS implementation, many of the approaches covered are applicable to non-ILS implementation projects.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Kate Carter, Swarthmore College
Emily Thaisrivongs, Haverford College

Robot Uprising: Automation from Content Management to Quality Control

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Anita A/B
Session Abstract

Automation is coming.  The typical narrative surrounding this fact emphasizes catastrophism.  Automation will destroy jobs and industries by eliminating the need for human workers.  But is this prophesy valid?  In this presentation, I will focus on how the rise of automation represents not an end to employment, but a shift in focus from proactive content-management and generation to subsequent quality control and content auditing.  As a test case, I will demonstrate how the Ex Libris Community Zone model of automated collection management eliminates the need to manually input portfolios while also creating the need to monitor post-automation holding accuracy against actual subscribed content.  This process is achieved by a systemic rolling audit of Alma holdings.  The robots may be coming, but they still need humans to check their work.

Track

Content

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

John Taylor, University of Oregon

Summon Product Update

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Santa Monica A
Session Abstract

Join Ex Libris for a Summon update, a review of key feature enhancements, overview of the Roadmap, and an opportunity for Q&A.

Track

Discovery

Applicable Ex Libris Product

Summon/360 Services

Target Audience Skill Level

None — General Audience

Presenters

Brent Cook, Ex Libris

The Life-Changing Magic of Tidying Alma User Notes

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
San Bernardino
Session Abstract

For better or for worse, Alma user notes in patron records are free-form text. Did you migrate from another system and save all the user notes from your migration and now you want to clean these up? Do your staff and student workers always use the same format and vocabulary for user notes and always spell everything correctly? Do user notes live in your user records forever? It is difficult to remove or modify user notes in bulk once they exist in a record as this cannot be done by regular Alma jobs. The presenter will explain the characteristics of user notes in Alma patron records, working with Alma APIs and the XML/JSON format of user notes, will discuss a few different cleanup projects undertaken using Alma Analytics and Python scripts, and will demonstrate tools for making your own Alma user note fixes.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Christina Hennessey, California State University Northridge

Using OpenRefine to Retrieve and Manipulate Ex Libris Data

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
Palos Verdes
Session Abstract

Learn how to use OpenRefine to retrieve and manipulate Ex Libris data. OpenRefine is a free and open source tool for working with data. OpenRefine has an extremely useful function called "Add column by fetching URLs" that works like an API, but requires no coding. Therefore, if data exists at a URL, you can pull it with OpenRefine. In this presentation, you will learn how to programmatically: 1) retrieve ideas from the Idea Exchange and 2) retrieve records from Alma. In addition to "Add column by fetching URLs," we will discuss key functions, such as replace, join, and parseHtml.

Track

Practical Applications

Applicable Ex Libris Product

None - General

Target Audience Skill Level

Beginner

Presenters

Blake L Galbreath, Washington State University

Utilizing Reclamation to Build Alma Network Zone: A CUNY Experience

miércoles, el 6 de mayo de 2020 a las 10:45–11:30 PDT
San Fernando
Session Abstract

The City University of New York (CUNY) libraries (22 institutions) have been employing a single instance Aleph system. Our legacy practice of sharing a catalog database, but not bibliographic records has led to, among other issues, significant duplication of effort in creating and maintaining bibliographic records. It also generates potentially confusing Primo search results coming from duplicate records.  In light of this increasingly unsustainable practice, the CUNY community agreed to take advantage of Alma migration to merge duplicate records and build a true single instance bibliographic records environment for better efficiency. This presentation will illustrate how CUNY Office of Library Services managed the OCLC reclamation process and developed a mechanism to capture current OCLC numbers in WorldCat and populate them into Aleph for records merging purposes. We will also describe how we retrieved deduplicated OCLC master records for use as base records to build the Alma Network Zone. 

Track

Migration/Implementation

Applicable Ex Libris Product
Aleph
Alma
Target Audience Skill Level

None — General Audience

Presenters

Cathy Weng, City University of New York
Kevin J Collins, City University of New York

Building Alma Analytics Reports for Weeding Project: Tips and Lessons

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
San Gabriel ABC
Session Abstract

The Kennesaw State University Collection Development Department started a systematic weeding project in 2017.  As the systems librarians, we created several reports from Alma analytics. These reports played an essential role in facilitating the collection librarian to make decisions on items for keeping and withdrawal. In this presentation, we would like to share our four years of experience in building these reports. We want to discuss what reports we needed and created, what issues we faced, and how we solved them. We would like to share our tips and lessons learned from our experience. We hope that our presentation will reduce the librarians’ learning curve period and provide additional resources for those who would like to build analytics reports for their library collection weeding project.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Li Chen, Kennesaw State University
Jason Penwell, Kennesaw State University

Collection Archaeology: Data Clean-up After a Migration to Alma

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Barbara ABC
Session Abstract

Migration often exposes the “hidden artifacts” your old system is covering up. Suppressed records, inconsistent and often uninterpretable holdings notes, incomplete deletion jobs, and other practices in  legacy system mean data is less than perfect, in spite of the best efforts to clean it up pre-migration.  After migrating from Voyager to Alma in Summer 2018, Marymount University found that many of our legacy collections statistics we’d built reports on for years were inaccurate. These discoveries led us to uncover clean-up projects, and allowed us to evaluate our record-keeping to ensure we are keeping accurate and necessary statistics.

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Meghan Burke, Marymount University

Co-Authors

Andrea Britten, Marymount University

Digitizing Local Print Collections in Alma

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Palos Verdes
Session Abstract

The NREL Library is in the process of scanning our large collection of government technical reports.  This session will describe the project and go into detail on the workflow and tools we developed for the mass conversion of print to electronic records in Alma.   Our process involves large scale scanning and QA, exporting title records to MARCedit, transformation of those records in MARCEdit, reimport of those files to Alma, and the deletion of the print holdings.  The end result of the project is increased discoverability of our extensive grey literature collection for both internal and external audiences.

Track

Digital Initiatives

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

Intermediate

Presenters

Jason Youngstrom, National Renewable Energy Laboratory

ELUNA 101

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Monica D
Session Abstract

Are you new to ELUNA? Come to this session to learn more about the many ways that the Ex Libris Users Group of North America serves Ex Libris customers including communication, events, and the product enhancement processes.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

John Greer, ELUNA SC
Alison Hitchens, University of Waterloo Library

Enhancing Your Resource Sharing Services with RapidILL

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Anita A/B
Session Abstract

This session will provide details on workflows, settings, and tools to enhance and streamline your RapidILL borrowing and lending activities to provide better service to your users. We will also be sharing information on new features and future directions.

Track

Demonstrations

Applicable Ex Libris Product

Rapid ILL

Target Audience Skill Level

Intermediate

Presenters

Mike Richins, Ex Libris
Sharona Sagi, Ex Libris

Esploro Product Update

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
San Bernardino
Session Abstract

Join us for an update on the latest advancements of Esploro and an overview of the roadmap, as well as and an opportunity for Q&A. This session will also highlight the experience and results from institutions that are live with Esploro.

Track

Strategy

Applicable Ex Libris Product

Esploro

Target Audience Skill Level

None — General Audience

Presenters

Nadav Doron, Ex Libris

Integrating EBSCO's OpenAthens with Alma and Primo - Project Update

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Anita C
Session Abstract
At ELUNA 2019 we presented information related to our progress towards implementing the EBSCO OpenAthens solution as our secured gateway to the electronic resources we subscribe to. In this session we will review the reasons the Iowa State University library decided to implement OpenAthens, and talk about our experiences in testing and implementing the product alongside Alma and Primo.
Track

Strategy

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

None — General Audience

Presenters

Greg Davis, Iowa State University
Dawn Mick, Iowa State University

Leganto: Changing the Course of Course Reserves at CSUSM

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
San Fernando
Session Abstract

At California State University San Marcos, the implementation of Leganto created more efficient and effective workflows for Course Reserves, as well as, increased library support for affordable learning initiatives. Implementing Leganto has increased the number of faculty using Course Reserves and library resources. The use of reading lists and the library catalog has also led to changes in collection development policies. With seamless integration between Alma and Moodle, faculty have been using Leganto to locate library resources and request the library to purchase new materials. In addition to improving Course Reserves workflows and collection development policies, Leganto has increased collaborative efforts between the library and campus partners. Presenters will discuss how Leganto was implemented to ensure faculty support and involvement, how it increased campus partner collaborations, supported affordable learning initiatives, and changed the way the library makes collection purchase decisions.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Leganto
Target Audience Skill Level

None — General Audience

Presenters

Holly Hampton, California State University San Marcos
Kelly Ann Sam, California State University San Marcos

Co-Authors

Ian Chan, California State University San Marcos

Meet ProQuest Rialto

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Emerald Bay
Session Abstract

See ProQuest Rialto, the ground-breaking solution transforming the selection and acquisition workflow for Ex Libris Higher Ed platform users. There will be a live demonstration with time for Q&A.

Track

Gold Sponsor

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

John Larson, Ex Libris

Migrations in Motion: Why Library-Vendor Collaboration is Essential

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
San Pedro
Session Abstract

The session will include a high level overview of the GOBI and SSD migration processes for migrating Alma customers, GOBI and SSD updates for current customers, and a high level overview of the workflows and services available for GOBI customers.

Track

Gold Sponsor

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Moriah Guy, Gobi Library Solutions from EBSCO
Anne Campbell, EBSCO Information Services

Practical Applications for Software/Library Carpentry Skills in Voyager and Primo

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Monica C
Session Abstract

The University of Kansas Libraries is a co-sponsor of local Carpentries events (https://carpentries.org/) where coding, software and other data skills are taught to researchers.  In addition, during the summer of 2018, a series of customized Library Carpentry workshops were held which targeted skills/tools for the Acquisitions and Cataloging Departments.  

This session will cover our experience with the locally developed Library Carpentry workshop and provide some practical examples of how we are using skills/tools learned in the Carpentries workshops to work with Voyager and Primo.  Example of tools:  Open Refine, MacroExpress, Notepad ++

Track

Practical Applications

Applicable Ex Libris Product
Primo
Voyager
Target Audience Skill Level

Beginner

Presenters

Miloche Kottman, University of Kansas
Micki Lubbers, University of Kansas

Primo Working Group Meeting

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Monica B
Session Abstract

Please join the Primo Product Working Group to review what's happened since the last ELUNA, and Working Group plans for the coming year. There will be a short presentation followed by a period of discussion. Attendees are strongly encouraged to raise topics or submit questions in advance by emailing the presenter. We look forward to hearing your thoughts and hopes for the Primo product and Working Group activities. 

Track

Discovery

Applicable Ex Libris Product
Central Discovery Index (CDI)
Primo
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Corinna Baksik, Harvard University

Repository Import Profiles for Resource Management Workflows

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Avalon
Session Abstract

The purpose of this presentation is to provide an overview of Alma import profiles for physical and electronic resources. The presenter will walk through the various import functions and describe the practical implications of each. Import profiles encompass various Alma concepts and understanding them will make resource management more efficient and streamlined.

Import profiles can be scheduled to automatically load Marc bibliographic records on a regular basis. Indication rules exclude records based on Marc fields and normalization rules make batch changes to bibliographic records as they are imported. When dealing with incoming and existing records, match methods specify how records match and merge rules determine how they overlay. As records are loaded physical (Marc holdings and item records) and electronic inventory (portfolios) may be created. Import profiles can also delete bib records and portfolios.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Marcus Jun, Washington Research Library Consortium

Summon/360 Services Working Group Meeting

miércoles, el 6 de mayo de 2020 a las 11:45–12:30 PDT
Santa Monica A
Session Abstract

Business meeting for the ELUNA Summon/360 Product Working Group, open to all interested attendees.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Summon/360 Services

Target Audience Skill Level

None — General Audience

Presenters

Nicole Trujillo, University of Colorado Boulder

Lunch

miércoles, el 6 de mayo de 2020 a las 12:30–13:30 PDT
Z- not used

Alma Acquisitions: Update on New and Upcoming Features

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Barbara ABC
Session Abstract

Update on new and upcoming features in acquisitions. We will show recently developed features as well as discuss plans for the coming year.

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Dana Moshkovits, Ex Libris

Alma Now Easier to Use with Greater Efficiency: UX Improvement Journey

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
San Gabriel ABC
Session Abstract

Provides an overview on Alma UX continuous improvement. What are the new system wide tools we provide and plan to add. Our plan to address pain points in various workflows. And ... Metadata Editor new UI and improved workflows.

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Itai Veltzman, Ex Libris

Building a Data Warehouse at BC with Ex Libris Guidance

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica D
Session Abstract

Learn the reasons why Boston College decided to move their library data into Boston College's Enterprise Data Warehouse and how they worked with Ex Libris to use Alma's Publishing Profiles and APIs to work towards this goal; this presentation will address stumbles and lessons learned along the way.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Margaret Briand Wolfe, Boston College
Josh Weisman, Ex Libris

Discovery to Delivery and All the Content in Between

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Anita C
Session Abstract

Ever wonder how you can make sure the content you’ve purchased is available to your librarians and patrons in the best way possible? We’re here to help set things straight by introducing the content-level interactions between your products and propose some best practices for content activation to ensure maximum reach, accessibility, and discoverability.

Track

Content

Applicable Ex Libris Product
Alma
Primo
Primo VE
SFX
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Rael Elstein, Ex Libris

Esploro Working Group Meeting

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Echo Park
Session Abstract

Join users and Ex Libris staff for discussion and Q&A regarding Esploro.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Esploro

Target Audience Skill Level

None — General Audience

Presenters

John Greer, University of Montana

Establishing Withdrawal/Reinstatement Workflows Using Work Orders, Alma Analytics and More!

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Palos Verdes
Session Abstract

UNLV University Libraries rebuilt our physical item withdrawal and reinstatement processes in 2018 to better use available Alma functionality. This presentation will describe how we use work orders, sets, jobs, and Alma Analytics to manage withdrawal projects, and how we use Alma Analytics and the deleted repository to handle item reinstatements. Specific workflow decisions and configuration settings will be shared, as well as hiccups and lessons learned along the way! Some details of our processes may appear specific to our institution, but the intention is to present our processes in a way that allows other institutions to determine how they might develop workflows that are specific to their own institutions. Prior knowledge of work orders, Alma Analytics, and the deleted repository will be helpful but not required.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Carol Ou, University of Nevada, Las Vegas

Getting Started with Leganto Analytics

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
San Fernando
Session Abstract

Learn how you can use Leganto analytics to improve your library, support the data needs of teaching and learning, and highlight the value of your library.

Track

Analytics

Applicable Ex Libris Product

Leganto

Target Audience Skill Level

Beginner

Presenters

Jessie Ransom, Ex Libris

Implementing Alma-D: A New Journey to Manage Digital Assets

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica B
Session Abstract

The University of Texas at Dallas received a grant to convert oral history audio cassettes to online audio streaming files. Our library currently owns multiple systems that could manage digital assets, including DSpace, ArchivesSpace, and Alma. We started the project by addressing these questions:  What file format are these cassettes being converted to? Which system do we want to ingest those files? What metadata standard should we adopt? Where do we store the original files for preservation purposes? This presentation will cover how we make the decisions to select the most suitable system to store and display the audio streaming files, how to map and convert the Metadata for those files, and where we store the original files for long-term preservation purposes. Finally, we will discuss whether to migrate other types of digital content to Alma-D and how we integrated and unified multiple systems to better manage our digital assets.

Track

Digital Initiatives

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

Intermediate

Presenters

Mingyu Chen, The University of Texas at Dallas
Misu Kim, The University of Texas at Dallas

Co-Authors

Debbie Montgomery, The University of Texas at Dallas

Integrating Alma Acquisitions with Workday

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Anita A/B
Session Abstract

Workday is a cloud-based ERP (Enterprise Resource Planning) system used by many academic institutions. When Georgetown University Library migrated from III’s Sierra to Alma in 2018, a major challenge was to synchronize Alma’s financial information with our University’s Workday-based financial management system. We will describe how we automated invoice loading from Alma into Workday, and how we integrated Workday’s payment information into Alma to close Alma invoices.

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Vani Murthy, Georgetown University
John Kimbrough, Georgetown University

Co-Authors

Mark D Winek, Georgetown University

Integration Profiles and More! Integrating Third-Party Systems With Alma

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
San Bernardino
Session Abstract

The library at Rice has a long history of integrating third-party services with it’s library systems, and this meant it was crucial that the we achieved these integrations before or near when we went live with Alma. Prior to going live, we successfully integrated five major third-party systems with Alma. We will discuss the Finance, Bursar, Remote Storage and SIS integration profiles, how they are set up and how and how we use them. We will also discuss how we historically used the open source Booked software with our library system and how we do this in Alma. We will touch on using webhooks and APIs to integrate that system to allow for booking rooms and equipment. We will also discuss how we run some of these integrations jobs through API calls.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Denis Galvin, Rice University
Mang Sun, Rice University

LibKey 2.0: Simplifying Full Text Access from All Points of Discovery

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica C
Session Abstract

LibKey is now being used by more than 900 libraries to simplify and expedite access to content. 2020 brings significant development of LibKey services as we continue to redefine how users connect to content, both from within library services and on the open web. These developments include using LibKey Link anywhere OpenURL is used and the release of LibKey.io, an article look up and scholarly linking syntax.

Track

Gold Sponsor

Applicable Ex Libris Product
Leganto
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

John Seguin, Third Iron

Mapping and Managing the User Data Lifecycle in Alma

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Avalon
Session Abstract

User data is an integral component of library services, and it usually involves multiple systems, authentication methods, and user types. Alma administrators should not only understand the data lifecycle for user information, but also have well-defined procedures for managing user data. While Alma provides a single user data model for all user types, the reality of managing and tracking these users can stretch this model in challenging ways. In this presentation, we will begin with an overview of Alma user management. We will then share our journey of establishing workflows to handle different scenarios, as well as provide several real-life examples for strategies to handle complex situations. This overview will include SIS load profiles, user purging, systematic management of roles and privileges for staff accounts, streamlining Alma notification letters for privacy, and other parts of the user data lifecycle.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Hong Ma, Loyola University Chicago
Margaret Heller, Loyola University Chicago
Chris Martin, Loyola University Chicago
Greer Martin, Loyola University Chicago

Native American Tribal Names: Creating and Using Local Authorities

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
San Pedro
Session Abstract

The University of Denver Libraries have prioritized the acquisition of resources by and about underrepresented groups, particularly local Native American tribes. But the acquisition of these resources is only part of the equation. Accurate and fair representation in the library catalog through the metadata is necessary for these resources to be found and used. Some of the most crucial metadata for search and retrieval are the authorized name and subject headings. However, these authorized headings do not always accurately reflect the names used by people groups to describe themselves and sometimes include offensive or pejorative terms that we no longer wish to use. One way of dealing with these issues is to use local authorities in Alma. This session will focus on the process of setting up local authorities in Alma including authority definitions and records. Native American tribal names will serve as the example throughout this session.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Karl Pettitt, University of Denver

Talk Back: Summon/360 Customer Q&A

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica A
Session Abstract

Back for 2020, this customer-driven event facilitates an open exchange of questions and ideas between our Summon and 360 communities and Ex Libris Product Management. Think of it as live version of what often occurs on our listserv, as the session will offer a unique opportunity to interact in real time with both our peers and our vendor. The questions that fuel this discussion were contributed directly from the Summon and 360 Communities and are representative of North American and International customers.

Track

Discovery

Applicable Ex Libris Product

Summon/360 Services

Target Audience Skill Level

None — General Audience

Presenters

Angela Sidman, Yale University
Brent Cook, Ex Libris
Amy Pemble, Ex Libris
Guy Ben-Porat, Ex Libris

Panel Moderator

Nicole Trujillo, University of Colorado Boulder

Utilizing the Alma & Primo Collections Tools to Facilitate Discovery

miércoles, el 6 de mayo de 2020 a las 13:30–14:15 PDT
Emerald Bay
Session Abstract

The collections feature in both Alma and Primo provide the ability to pull physical, electronic, and digital resources together to support a class, showcase a collection, or access topic-based resources to benefit user discovery. This session will demonstrate how to add various formats of resources into collections and subcollections in Alma both manually and automated, configure Primo to display those collections utilizing normalization rules, and provide images to enhance the display. Additionally, potential applications of this feature will be explored.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Primo
Primo VE
Target Audience Skill Level

Intermediate

Presenters

Leslie A Engelson, Murray State University
Bentley Utgaard, Murray State University

Library of Experiences

miércoles, el 6 de mayo de 2020 a las 14:30–15:15 PDT
Z- not used
Session Abstract

How can libraries move from managing volume of data, to delivering value, to demonstrating impact to their stakeholders while maintaining high level of user experience? Join us for an Ex Libris update about library management and discovery solutions, designed to accelerate library impact & satisfaction.

Track

Plenary

Applicable Ex Libris Product
Alma
Primo
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Dvir Hoffman, Ex Libris
Shlomi Kringel, Ex Libris

Break

miércoles, el 6 de mayo de 2020 a las 15:15–15:45 PDT
Z- not used

20/20 Vision in Hindsight: Migrating to Alma Within a Consortia

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Monica D
Session Abstract

In preparation for the 64 campus SUNY System Consortia’s migration from Aleph to Alma in June 2019, team members worked for over a year at both the system and local levels to achieve a vision for a new modern integrated library system with active development.  In this session, David and Caryl will describe how one campus participated in group project preparations, how it worked independently, and what was learned. They will discuss leadership roles in consortial working groups and the decision making process at the system level, as well as how the local migration team envisioned best practices for workflows and setting priorities and policies.  They will conclude with an evaluation of the project’s success and a summary of what was learned from working in a consortial environment. 

Track

Migration/Implementation

Applicable Ex Libris Product
Aleph
Alma
Primo
Primo VE
Voyager
Target Audience Skill Level

None — General Audience

Presenters

David Schuster, Binghamton University
Caryl Ward, Binghamton University

Analytics and Interoperability Working Group Meeting

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
San Pedro
Session Abstract

The joint ELUNA/IGeLU Analytics and Interoperability Working Groups will each give an update on what their groups have been working on

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Mehmet Celik, KU Leuven
Josh Weisman, Ex Libris
Margaret Briand Wolfe, Boston College

COUNTER Release 5 in Alma and Alma Analytics

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Anita A/B
Session Abstract

As of the January 2020 release, Alma and Alma Analytics fully support COUNTER Release 5. During this session we will look at: setup, manual and automated harvesting, Analytics reporting.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Yoel Kortick, Ex Libris

Customizing Primo VE MARC21 Normalization Rules for Local Display

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Avalon
Session Abstract

One of the most important tasks in configuring MARC field display in Primo VE involves customizing the normalization rules behind each display and local field. While Primo VE normalization rules can offer libraries a great deal of flexibility in modifying local displays, they can be challenging to learn, especially since they do not use the same syntax as the Alma normalization rules available in the metadata editor. This presentation will provide an introduction to altering Primo VE normalization rules for the out-of-the-box display fields and instruction on adding local fields for MARC content not defined in the default Primo VE record display. Additionally, the presentation will include more complex instructions on how to rectify Primo VE’s haphazard display of various MARC fields and subfields. Lastly, the presenters will demonstrate how to use Alma bibliographic normalize-on-save functions in tandem with local display fields.

Track

Discovery

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Yuji Tosaka, The College of New Jersey
Colin Bitter, The College of New Jersey

Database Recommender and Topic Explorer Focus Group Meeting

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Monica C
Session Abstract

This joint Primo/Summon meeting will discuss the current roadmap to define improvements to Database Recommender and Topic Explorer. Current focus group members and anybody interested in these two features are encouraged to attend.

Track

Discovery

Applicable Ex Libris Product
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Brent Cook, Ex Libris

Esploro Implementation at the University of Miami

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
San Bernardino
Session Abstract

We will take you through a brief walk through of our implementation process. We will also cover certain topics in more detail such as: researcher feeds and organization structure, considerations for author matching and asset migration, and steps involved in a successful rollout to the university.

Track

Migration/Implementation

Applicable Ex Libris Product

Esploro

Target Audience Skill Level

None — General Audience

Presenters

Eduardo N Prieto, University of Miami
Elliot Williams, University of Miami

Grima: Making APIs Work For You

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Emerald Bay
Session Abstract
Alma has many APIs that allow you to interact with your data
in powerful and customized ways, but those workflows can be
challenging and time-consuming to set up. The Grima software
can help you do many tasks (printing records, adding items in
batch, creating boundwiths) -- now without installing anything!
 
In this presentation, Kathryn will introduce the Grima framework
and some of her applications that use it. Aaron will describe
his experience using Grima, and showcase some of the applications he
has developed using this system.
Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Kathryn Lybarger, University of Kentucky
Aaron Krebeck, Washington Research Library Consortium

How Do You Solve a Cataloging Problem like The Vista?

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Monica B
Session Abstract

The Vista is the school newspaper of the University of Central Oklahoma. Since its inception in 1903, The Vista experienced a couple dozen frequency changes, suffered six university name changes, was christened with different aliases for some summer issues—all of which that not only make serials cataloging rightfully earn its difficult reputation but also were left for the present catalogers to handle by our predecessors from decades before. The untangling of this publication off one bibliographic record included creating ten new bibliographic records that required vigilance to ensure that FRBRization in Primo was not de-duping the records inappropriately. Come learn (or commiserate!) about complex serials problems and gain cataloging tips for ensuring the metadata itself is not hindering display and discovery.

Track

Content

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

Intermediate

Presenters

Shay Beezley, University of Central Oklahoma

Merge Madness: Understanding and Using Alma Merge Rules

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Barbara ABC
Session Abstract

Merge rules are powerful but complicated, and out-of-the-box rules often don’t do what they claim to do. This presentation will describe the merge rules themselves, how to evaluate, edit, and create rules to accomplish different needs, and will also review the profile and configuration areas where merge rules are specified for different processes. This presentation will include guidance for consortial environments, showing what configuration is necessary in both the Institution Zone and Network Zone.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Matthew Bright, American University

Novice Searchers and Discovery

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Anita C
Session Abstract

What do we know about how novice users approach discovery? How does their search behavior differ from librarians? Join us for an exploration of the area where users and discovery meet and discussion of how libraries can help users navigate more successful.

Track

Discovery

Applicable Ex Libris Product
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

Beginner

Presenters

Shelley Hostetler, Ex Libris
Jill Postlewait, Ex Libris

Preserving Access to Your Digital Content Over Time

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Palos Verdes
Session Abstract

This presentation will discuss the importance of providing long-term access to selected digital content, understanding how to manage your digital resources, and describe how to use Rosetta software to manage file formats, digital storage, obsolescence risks, metadata, and to avoid changes to digital files. Long-term management and access is important for everyone working with digital materials to understand, not only the importance of digital preservation, but how to implement a program within your organization. The presentation will look at six fundamental topics of preserving digital objects: 1.) Identify the types of digital content you have and select the digital content you want to be accessible long-term. 2.) Use standard methods for managing long term file metadata 3.) Store your digital content securely 4.) Protect your content from everyday threats (changes, obsolescence, loss, etc.) 5.) Create a preservation plan for long term management. 6.) Provide access to digital content over time.

Track

Digital Initiatives

Applicable Ex Libris Product

Rosetta

Target Audience Skill Level

None — General Audience

Presenters

Teresa Soleau, J Paul Getty Trust
Dave Allen, State Library of Queensland, Australia

Springshare Integration with Ex Libris Tools

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
San Gabriel ABC
Session Abstract

Learn how you can integrate your Springshare Tools and content (LibGuides, LibCal, LibAnswers, and more!) into your Ex Libris tools and vice versa. See how other libraries are integrating their Springshare content and beyond!

Track

Gold Sponsor

Applicable Ex Libris Product
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Talia Richards, Springshare

The Alma Provider Zone: Content Made EasyPZ

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
San Fernando
Session Abstract

Introducing the Provider Zone! In this session we will introduce a new concept in Alma which will allow Content Providers to create and manage their content offerings directly within the Community Zone!

Track

Content

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Rael Elstein, Ex Libris
Dana Moshkovits, Ex Libris

The Alma/Primo Journey: A Tale of Two Institutions

miércoles, el 6 de mayo de 2020 a las 15:45–16:30 PDT
Santa Monica A
Session Abstract

Alma/Primo implementation and ongoing management is an inherently challenging journey, but proper strategies and team building can help you strive and thrive along the way. In this presentation, we will share our experience and tips from the perspectives of two different NA institutions--one in a consortia setting, and another in a single Alma/Primo instance. We will start with the common grassroots work, including systematic project planning, constructing a collaborative team structure and setting up structure and processes. We will follow up with our practices, and then wrap up with future directions for discussion. The session covers overall Alma/Primo management strategies, as well as practical framework and techniques on team building, project management, assessing needs, and mapping/revamping workflows. Attendees will be able to apply our methodologies to their Alma/Primo journey.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Central Discovery Index (CDI)
Primo
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Hong Ma, Loyola University Chicago
Mandy Deans Kassies, Ontario Council of University Libraries

Ex Libris Management and ELUNA Steering Committee Meeting (Invitation Only)

miércoles, el 6 de mayo de 2020 a las 16:30–17:45 PDT
Silver Lake
Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Alma Licensing Special Interest Group Meeting

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Monica A
Session Abstract

The Alma Licensing Special Interest Group will meet to discuss the licensing functionality in Alma. The group will scheme to increase the number of votes on Idea Exchange entries pertaining to Alma licenses. Co-Chaired by Sunshine Carter and Danielle Ostendorf.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Sunshine J Carter, University of Minnesota
Danielle Ostendorf, University of Colorado

Comparing Acquisitions Workflows: APIs vs. Import Profiles

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Palos Verdes
Session Abstract

Alma allows several options for automating POL creation at the point of order, thereby increasing acquisitions workflow efficiency. This practical presentation examines the benefits and drawbacks of two different tools designed to automate POL creation in Alma: the new order API and the new order import profile. This presentation compares how each workflow interacts with various formats and acquisition models including firm, demand-driven, approval, and ebook upgrades. Best practices for using the API and import profiles will be discussed and general guidance on Alma configuration will be provided.

 

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Abigail Bibee, University of Arizona

Consortia Special Interest Group Meeting

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Barbara ABC
Session Abstract

An opportunity for Ex Libris' consortial customers to meet and share news, concerns, and ideas that relate to using Ex Libris' products in a consortial setting. The conversation is informal, collegial, and not product-specific. 

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Kristine Hammerstrand, CARLI

Federal Librarians Special Interest Group Meeting

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Monica B
Session Abstract

Introductory meeting of FedSIG, a newly formed interest group for librarians who work in Ex Libris customer sites within the United States Federal Government. The purpose of this meeting is to introduce the SIG to potential members and brainstorm discussion topics for future gatherings.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Erin Donnelly, U.S. Geological Survey Library
Tami Morse, U.S. Geological Survey Library

Getting Ready for Your Alma Implementation/Breaking Down Customer Onboarding

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Monica C
Session Abstract

Are you planning to migrate to Alma soon and wondering how the project will begin? The Ex Libris Customer Onboarding Team will be your first point of contact after your contract is signed and will guide you through your preparations for your project. We will share details of the process and tips for what you can do now to ensure a smooth transition into your project.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Leganto
Primo VE
Target Audience Skill Level

Beginner

Presenters

Maria Bunevski, Ex Libris
Gordon Bertrand, OCUL / Scholars Portal

Impact of Alma-Primo Implementation on User Engagement with Library System

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Anita A/B
Session Abstract

In January 2018, University of Massachusetts Boston, a nationally recognized as a student-centered urban public research university, launched its first state-of-the-art comprehensive online resources and discovery Alma-Primo library system, locally branded as ‘UMBrella’. A study was conducted 3 years after the launch of Alma-Primo to evaluate the effect of Alma-Primo implementation on user utilization of the new library system. In this presentation, the presenter will share the methods and the results.

Track

Strategy

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

None — General Audience

Presenters

Yueqing Chen, University of Massachusetts Boston

Introduction to Data Visualization

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
San Fernando
Session Abstract

Utilizing the functionality of the recent OBI 12 update libraries can now conduct and complete data visualization projects from within Alma. This session will cover the basics of data visualization and provide ideas on how to use this new feature.

Track

Analytics

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

Beginner

Presenters

Davin Pate, The University of Texas at Dallas

Law Library Special Interest Group Meeting

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
San Bernardino
Session Abstract

Intended for law librarians and law library staff who currently use, or are potentially migrating to Ex Libris products, primarily Alma & Primo. Possible discussion topics include management of legal e-resource collections in Alma, migration questions/issues, or managing Alma in a multi-library environment.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product
Alma
Central Discovery Index (CDI)
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Rebecca Bearden, Boston University
Angela Jones, Southern Methodist University

Linked Data Working Group Meeting

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
San Pedro
Session Abstract

The Linked Open Data Working Group will report on this past year and on its plans for the future. Itai Veltzman from Ex Libris will bring us up to date on the linked data roadmap for Ex Libris products. At the end, we will open it up for questions

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product
Alma
Primo
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Xiaoli Li
Itai Veltzman, ExLibris

Medical Libraries Special Interest Group Meeting

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Monica D
Session Abstract

The Medical Libraries SIG provides opportunities for medical librarians (both technical and user services types) to get to know each other and to network both formally and informally.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Problems Make Progress: Libwizard Reporting for UX & Collection Development

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Santa Anita C
Session Abstract

During Carnegie Mellon University Libraries’ migration, technical issues like system incompatibilities, implementation decisions such as aggressive timetables, and insufficient human resources to address technical debt, left personnel scrambling to achieve a seamless return to pre-migration levels of service quality.  

These constraints required reckoning with the quality of imported data, underutilized system configurations, and a lack of buy-in from stakeholders. To alleviate these issues, a LibWizard survey was repurposed into PrimoVE so that patrons/liaisons could communicate access problems at point-of-contact.

While this quickly deployable reporting tool immediately improved customer service response time and tracking, it became clear that this methodology could create datasets to advance other ERM applications without affecting pre-existing budgets. This solution crowdsourced and quantified the identification of improperly migrated data, allowed the swift discovery, communication, and resolution of access problems, and provided quantitative and qualitative UX information to inform future system management and collection development.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Central Discovery Index (CDI)
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Dom Jebbia, Carnegie Mellon University
Jon Singletary, Carnegie Mellon University
Kim Dolan, Carnegie Mellon University

Co-Authors

Maranda Reilly, Carnegie Mellon University

Program Committee Meeting (Invitation Only)

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Echo Park
Session Abstract

The ELUNA 2020 Program Committee will meet to discuss the past year's program planning process in anticipation of the 2021 meeting.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Scan and Fix: An Introduction to Indication Rules and Normalization Rules in Alma

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Avalon
Session Abstract

This session will show how to scan and fix bibliographic and holding records in Alma sets by using MARC indication rules and MARC normalization processes. We will discuss indication rule logic, normalization rule syntax, rule salience, conditional vs. unconditional rules, normalization processes for MARC21 Bibliographic and Holding profiles, and best practices for working with indication and normalization rules. Example scenarios and rules will be provided. Note: This session assumes basic knowledge of Alma sets and manual jobs.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Miriam C Nauenburg, University of West Georgia

Self-Serve Reserve: Using Kiosks to Transform Reserve Service

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
San Gabriel ABC
Session Abstract

In 2019 at the University of Calgary, we transformed our course reserve service to a self-service model, making reserve materials available whenever the library building was open. To do this, we used Alma’s "Self Check" integration profile, Stunnel, and self-serve “reserve kiosks” (book lockers). In the fall semester, we deployed 16 of these kiosks (13 in the Taylor Family Digital Library and three in the branch libraries) to circulate our reserve collections. Users borrow and return reserve items at their convenience without staff mediation. At the branches, kiosks are outside of the libraries so reserve materials are accessible even when the library is closed. Between September and December 2019, there were more than 9,700 kiosk loans. In this presentation, you will learn how to implement self-serve reserve kiosks and transform your course reserve service for users and staff.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Matt Black, University of Calgary

The Path to Flexible Loading of Patron Records into Alma

miércoles, el 6 de mayo de 2020 a las 16:45–17:30 PDT
Emerald Bay
Session Abstract

In many cases, libraries chose to have their University’s IT departments code the XML for the patron load.  In our case, we wish the flexibility to be able to assign certain privileges and statistical categories via the patron load as we did with our Voyager system.  For example, how do we handle staff that are also students?  How do we automate expiring patrons via the patron load—be they students, adjuncts, or staff/faculty with a termination date?  How do we automate the assignment of statistical categories?  The Cheng Library converted scripts that were used to create the Voyager SIF files into scripts that create XML files for Alma. 

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Ray Schwartz, William Paterson University
Linda Salvesen, William Paterson University

Leadership Social (Invitation Only)

miércoles, el 6 de mayo de 2020 a las 18:30–20:30 PDT
Drago Centro
Track

Social Event

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Breakfast

jueves, el 7 de mayo de 2020 a las 07:00–09:00 PDT
Z- not used

Content WG Private Meeting (Invitation Only)

jueves, el 7 de mayo de 2020 a las 07:30–08:30 PDT
Echo Park
Session Abstract

Internal meeting of the Content Working Group and Ex Libris staff

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Kathy Varjabedian, Los Alamos National Laboratory Research Library
Rael Elstein, Ex Libris

RUG Leadership Meeting

jueves, el 7 de mayo de 2020 a las 07:30–08:30 PDT
Silver Lake
Session Abstract

Opportunity for RUG chairs to meet with ELUNA Steering Committee members and discuss issues related to Regional User Groups. 

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Karen Glover, ELUNA Steering Committee

Registration

jueves, el 7 de mayo de 2020 a las 08:00–17:00 PDT
Z- not used

Alma Product Update

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Avalon
Session Abstract

General update on what's new and what's coming in Alma.

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Asaf Kline, Ex Libris

Campus Community Insights: Primo Usage and Satisfaction Survey

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Barbara ABC
Session Abstract

Following up on focus groups with students conducted last year that centered on their impressions of Primo (findings presented at ELUNA 2019 and IGeLU 2019), we have expanded our target audience by conducting a campus-wide survey that included students, staff, and faculty. From November 11 - December 13, 2019, we went live with an online survey that concentrated on usage of the features and facets of Primo. Additionally, we asked for satisfaction with the search interface and search results. Come learn what our campus constituencies, including transfer students, first generation students, graduate students, and staff/faculty like, dislike and use within Primo. Other insights include features that are heavily used or misunderstood, and a discussion around facet satisfaction and usage as reported in Primo Analytics.

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level

None — General Audience

Presenters

Andrew Carlos, California State University East Bay
Annis Lee Adams, California State University East Bay

Creative Harvesting for Primo: Dealing With New and Legacy Data

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica B
Session Abstract

In 2019, the University of Kansas migrated our digital collections to a new platform as well as added a major new digitization project, the Phog Allen Papers.  We also (finally) implemented course reserves from Voyager in Primo.  These projects required us to clarify which digital records should be represented in a discovery system.  Along with determining what records to harvest - and from where - we also had to clean up legacy records and develop creative methods to harvest and delete records.

Track

Digital Initiatives

Applicable Ex Libris Product
Primo
Voyager
Target Audience Skill Level
Beginner
Intermediate

Presenters

Miloche Kottman, University of Kansas
Micki Lubbers, University of Kansas

Discovering Archives: Integrating ArchivesSpace with Primo

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Anita C
Session Abstract

In 2018, Notre Dame migrated to ArchivesSpace for the archival materials in the University Archives and Library Special Collection. This past year, we implemented a record loading process to integrate ArchivesSpace with our Primo Discovery system, using an OAI pipe. This session will review our approach, implementation and results of the project. 

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level
Beginner
Intermediate

Presenters

Aaron B Bales, University of Notre Dame Hesburgh

Co-Authors

Andy Boze, University of Notre Dame Hesburgh

Fulfillment in Discovery: A Review

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Anita A/B
Session Abstract

Historically, the discovery layer has exposed materials that libraries own or where an active subscription exists.  As delivery services shorten the amount of time a patron waits, more institutions are exposing materials that are open access, owned by other libraries, or not yet owned.  The availability of services such as Unpaywall allows the enrichment of delivery options by providing links to pdfs for open access content.  New delivery services in CDI are also enabling the delivery of parts of works -tracks of a CD, chapters of a book, etc.  This presentation will demonstrate some of this new Ex Libris functionality, as well as institution-built customizations, such as image/media players, in-line interlibrary loan requesting and links to open access content.

Track

Demonstrations

Applicable Ex Libris Product
Aleph
Alma
Central Discovery Index (CDI)
Primo
Rapid ILL
Target Audience Skill Level

None — General Audience

Presenters

Allen Jones, The New School
Christine Stohn, Ex Libris

Improve Your Collection and Enhance Your Discovery Services Using RefWorks Analytics

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica A
Session Abstract

See how RefWorks insights and usage patterns can inform your collection purchasing decisions and how discovery users can benefit from recommendations based on RefWorks connections between items.

Track

Discovery

Applicable Ex Libris Product
Alma
Leganto
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Shalhevet Bar-Asher, Ex Libris

Joint Aleph Product Update and Working Group Meeting

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica D
Session Abstract

The Aleph WG will provide a short update about the group's activities, followed by a review of the highlights of the recent Aleph releases, including NERS enhancements and other technical enhancements to Aleph.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Aleph

Target Audience Skill Level

None — General Audience

Presenters

Camelia Anghel, New York University
Carmit Marcus, Ex Libris

Librarian as Data Science Teacher: Coordinating a Local Carpentries Community

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Palos Verdes
Session Abstract

Come learn about managing a team of volunteers to teach data science across your university's campus. The Carpentries organization aims to teach "foundational coding, and data science skills to researchers worldwide." Oklahoma State University's (OSU) library has run these introductory data science workshops since 2015. In 2016 we became a member organization and have since built a sustainable volunteer community of instructors and helpers to teach a variety of data science topics in two-day workshops hosted by the library. While the majority of participants are OSU graduate students from various fields, workshops are open to all, and attendees from other institutions within the region also participate. The presenter will discuss how OSU organizes and runs their local Carpentries community. Come see if these practices apply to your library’s education initiatives.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Phillip Doehle, Oklahoma State University

Organized Chaos: Planning Training for an LSP Implementation

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
San Fernando
Session Abstract

When a library system moves to a new service platform, the whole staff needs to be trained at roughly the same time, while the implementation team is still learning and getting ready for migration. How do you give everyone what they need to start work on Day 1 with minimal interruptions to productivity? Using examples from Harvard University and SUNY Library consortium, the presenter will example a variety of approaches and tools to spread the training net wide, and discuss what level of training customization would most benefit staff.

Track

Migration/Implementation

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Jennifer Koerber, Harvard University

Primo, Can You Understand Me? The New Voice Search Assistant

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
San Bernardino
Session Abstract

Voice technology has advanced by leaps and bounds in recent years. Conversational AI is transforming the way we interact with the digital world and voice assistant, such as Alexa, Google Assistant, and Siri, is the new intermediary between questions and answers.

Primo’s Voice Search Assistant (VSA) is an encouraging first step toward a full-blown conversation user interface. In this presentation, Nili Natan, Ex Libris Product Manager, and I will explore VSA use cases and future development plan of integrating voice technology in the Primo user interface.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product
Primo
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Dr. Win Shih, University of Southern California
Nili Natan, Ex Libris

Seamless Access: The Successor to IP Filtering

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
San Pedro
Session Abstract

RA21, now rebranded as SeamlessAccess, specifies an access model for e-resources that replaces IP filtering.  Great progress has been made in the past year and the service is now in beta status. This presentation will delineate the problems associated with IP filtering, review the components and recommendations of SeamlessAccess, and will include a live demonstration of the new model.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

None - General

Target Audience Skill Level

Intermediate

Presenters

Rich Wenger

Voyager Product Update

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica C
Session Abstract

Join Ex Libris for a Voyager product update, an overview of the roadmap, and an opportunity for Q&A.

Track

Demonstrations

Applicable Ex Libris Product

Voyager

Target Audience Skill Level

Intermediate

Presenters

Mike Dicus, Ex Libris

Yes, Virginia, There Is a System Status API!

jueves, el 7 de mayo de 2020 a las 09:00–09:45 PDT
Emerald Bay
Session Abstract

Ex Libris provides a System Status page (https://status.exlibrisgroup.com/) which provides the latest information on the availability of Ex Libris products. Customers can view this page to see the current status of products or subscribe to be notified via email of interruptions to any individual service.  

Unbeknownst to some, Ex Libris also provides programmatic access to the system statuses via a RESTful API. This access is extremely useful. In this presentation, we will discuss how the Online Strategy team at Arizona State University Library leverages the API to automate public facing outage notices on their Primo interface.

In order to create these notices, the team created their own internal service to clean up and anatomize responses from the API into more granular data. Using Amazon Web Services (AWS) and the Serverless framework, a bot checks the API and parses the response, the result of which is then stored in small database accessible by a GET request. Future work is expected to address unexpected Primo outages via public Twitter notifications and internal Slack channels.

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Tammy Wolf, Arizona State University
Jaime Jones, Arizona State University
Scott Carlson, Arizona State University
Jordyn Kush, Arizona State University

ELUNA Membership and Invoicing Update

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
San Pedro
Session Abstract

Beginning with ELUNA membership renewals for 2021 the ELUNA membership database, invoicing and payment system, and institutional contact management will move from our current paper based system to an online membership management system.  Information will be shared throughout the year, but this session will offer the rational for the change and provide a sneak preview to using the new system.

Track

Demonstrations

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Sue Julich, University of Iowa
Ellen Jones, University of Iowa

Efficient Management of Electronic Resources in Consortium Using Alma

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Anita C
Session Abstract

Hear first hand from California State University about how Alma consolidates the various departmental and library services -- negotiation, purchase, and management of electronic resources for consortium.

Track

Content

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Dana Moshkovits, Ex Libris
Jessica Hartwigsen

Get Your "Discovery" Kicks on Route 66

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
San Bernardino
Session Abstract

You can create a discovery journey that can satisfy the needs and meet the expectations of today’s set of diverse library users. Learn about the various methods and means to enhance the user experience and help researchers get to their desired destination.

Track

Discovery

Applicable Ex Libris Product
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Nili Natan, Ex Libris

Improve Your Collection and Enhance Your Discovery Services Using RefWorks Analytics

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Palos Verdes
Session Abstract

See how RefWorks insights and usage patterns can inform your collection purchasing decisions and how discovery users can benefit from recommendations based on RefWorks connections between items.

Track

Analytics

Applicable Ex Libris Product
Alma
Leganto
Primo
Primo VE
Refworks
Summon/360 Services
Target Audience Skill Level

None — General Audience

Introducing CloudApps

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Emerald Bay
Session Abstract

Come learn about CloudApps, the latest innovation in the Ex Libris Open Platform. CloudApps enable developers to write apps and extensions that run inside Alma and extend the built-in functionality. This non-technical overview will demonstrate how to enable CloudApps in your institution, and will feature community developers who will showcase their early apps.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Advanced/Expert

Presenters

Josh Weisman, Ex Libris

Joint IGeLU / ELUNA Alma Working Group Meeting

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Monica B
Session Abstract

Please join us for a look back at the work of the Alma Working Group members since last ELUNA. Updates will include work on enhancements, Alma UX, DARA Smart Recommendations, Community Zone Management, Alma Apps Center, and Performance. The new structure of the Alma Working Group will be discussed and attendees will have the opportunity to meet the new leadership of the Alma WG. There should also be time for open discussion on priorities for the next year. This session is open to all conference attendees.  

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Betsy Friesen, University of Minnesota
Amelia Rowe, RMIT
Catherine Grove, Northwestern University

Judging by the Cover: Discovery through Collections and Thumbnail Configurations

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
San Gabriel ABC
Session Abstract

Using Alma tools, configurations, and metadata, American University (AU) created a “digital window browsing” experience to promote unique collections, including board games, comics, cookbooks, and media. While metadata describes resources, thumbnails and collections show the resources while grabbing users’ attention. The presentation will showcase the browsable collections, discuss obstacles, and share the semi-automated workflow and procedures necessary for implementing this discovery enhancing project. Attendees of beginner-intermediate Alma experience will learn to create collections, manage inventory, and configure thumbnails.

Track

Discovery

Applicable Ex Libris Product
Alma
Primo
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Dom Bortruex, American University

Open Forum for Small to Medium-Sized Libraries

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Monica A
Session Abstract

This session is intended to promote an engaging dialog between small and medium/non-consortia libraries and Ex Libris executive management. The unique plight of these types of institutions is that they largely reside on outdated technology and have neither the bandwidth nor funding to migrate to current state-of-the-art products. As an open forum, we hope to have an interactive discussion where we will not only better understand each other’s pain points, but also, explore any possible solutions that might prove to be mutually beneficial.

Track

Strategy

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Judy Drescher, Molloy College
Jane Burke, Ex Libris

Strategies for Calculating Student Savings from Leganto

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
San Fernando
Session Abstract

Efforts in access and collections services to save students money by defraying costs for course materials are becoming more common, yet remain difficult to quantify. This presentation covers two institution’s efforts to develop student savings measures that reflected their Leganto implementations and its impact on affordability. Questions and roadblocks, both conceptual and technical, arose as data about courses, reading lists, citations, and usage were pulled from Analytics and transformed into reports for outside stakeholders and internal discussions. Join us to hear stories from scrubbing data and reconfiguring workflows to defining basic questions about what constitutes savings and how to apply these in meaningful ways.

Track

Strategy

Applicable Ex Libris Product
Alma
Leganto
Target Audience Skill Level

Beginner

Presenters

Kirsten Clark, University of Minnesota
Greg Argo, University of St. Thomas

Summon Analytics Private Meeting (Invitation Only)

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Echo Park
Session Abstract

This meeting will be to discuss changes to Summon Analytics based on feedback from last year's report, and define a direction to move to in the future.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Summon/360 Services

Target Audience Skill Level

None — General Audience

Presenters

Brent Cook, Ex Libris
Nicole Trujillo, University of Colorado Boulder

The Grand Synthesis: Combining Notes and Analytics for Collection Analysis

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Anita A/B
Session Abstract

This presentation will discuss a project at Metropolitan State University to utilize Alma e-journal holdings subject data to perform holistic collection analysis. Specifically, the presentation will detail how subject data from Alma CZ MARC records can be retrieved via Analytics, used to assign subject and academic department categories, and then be re-uploaded back into Alma portfolio Note fields for further Analytics use. Project background, a brief technical walkthrough, the end product, and a discussion of the benefits and drawbacks of the process will be featured, as well as audience Q&A time permitting.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Zorian Sasyk, Metropolitan State University

The Many Ways to Deliver Digital Content Using Rosetta and Alma

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Monica D
Session Abstract
There are different methods for delivering digital content using Rosetta and Alma. In this session, staff from the Getty, National Geographic Society and State Library of Queensland will present the kinds of content they provide access to and demonstrate the delivery of this content to end-users, both public and staff. When multiple options exist for the same content type, presenters will describe reasoning for choosing one viewer over another. Content types will include images, A/V, pdfs, and other born-digital formats and will feature the Internet Archive Book Reader and IIIF viewers.
 
Track

Digital Initiatives

Applicable Ex Libris Product
Alma
Rosetta
Target Audience Skill Level

None — General Audience

Presenters

Teresa Soleau, J Paul Getty Trust
Dave Allen, State Library of Queensland, Australia
Kimberly Tryka, National Geographic Society

Usability Testing & Primo VE Customization for Beginners

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Avalon
Session Abstract

For those without user experience or a systems background, conducting usability testing and customizing Primo VE can feel overwhelming. This presentation, aimed at participants with beginner/intermediate level experience, will focus on the work conducted at Washington & Lee University to build a culture of usability within the library, and the ups and downs of the UX process. Additionally, this session will look at specific customizations that can be made to Primo VE pre-and post-usability study including changes to the language, customizing the brief and full record, adding a problem report form, and expanding location details. This session will also look at the procedures at W&L for implementing changes to discovery and the roadblocks faced both internally and externally throughout that process.

Track

Discovery

Applicable Ex Libris Product

Primo VE

Target Audience Skill Level
Beginner
Intermediate

Presenters

Kaci Resau, Washington and Lee University

Utilizing Top-level Collections to Increase Discoverability and Access in Primo

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Barbara ABC
Session Abstract

This presentation will aim to highlight how the use of Top-level collections in Alma have been used to increase resource discoverability and access in Primo. The presentation will pull examples from both a standalone school, The University of Arizona, and a member of a consortia, Georgia Southern University. Examples will include: utilizing Top-Level collections to take advantage of Primo’s Collection Discovery feature, building collection specific search scopes, and utilizing Primo’s PNX functionality to create custom collection based facets.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

None — General Audience

Presenters

Daricus Larry, University of Arizona
Lee Hemphill, University of Arizona

Voyager Working Group Meeting

jueves, el 7 de mayo de 2020 a las 10:00–10:45 PDT
Santa Monica C
Session Abstract

Come join your Voyager WG officers to hear about the group's latest activities and a chance to ask your pressing Voyager questions.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Voyager

Target Audience Skill Level

None — General Audience

Presenters

Antonella Ward, Angelo State University

Break

jueves, el 7 de mayo de 2020 a las 10:45–11:15 PDT
Z- not used

Adding Local Electronic Collections in Alma

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Anita C
Session Abstract

While some TED Talks records are available from vendors such as Films on Demand, our consortium has created MARC records for these freely available resources in OCLC Connexion. This presentation will demonstrate the steps involved in adding a local electronic collection of TED Talks to Alma and making it discoverable in Primo. Using this collection of MARC records, users will learn how to create a local electronic collection, as well an import profile. Also, learn from our experience in trying to contribute these records to the Alma Community Zone.

Track

Content

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

Beginner

Presenters

Kristy Eklund, DALNET

Ask the Aleph-to-Alma Migration Experts

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Monica A
Session Abstract

A panel discussion/question-and-answer session with staff from SUNY (62 campuses) who have recently migrated and staff from CUNY (26 campuses) who are in the process of migrating from Aleph to Alma.

Track

Migration/Implementation

Applicable Ex Libris Product

Aleph

Target Audience Skill Level

Beginner

Presenters

Maureen Zajkowski, State University of New York
Gail Pawlowski, SUNY Office of Library and Information Services
Kevin J Collins, City University of New York

Panel Moderator

Jerry Specht, Ex Libris

Barcodes, Scanning and Inventory: The API Journey

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Anita A/B
Session Abstract

We started our API journey by using and customizing Georgetown's inventory tool.  It was such a success we quickly built our own tools using API's to add barcodes to unbarcoded items and process items being sent out for scanning.  We have several more goal projects as we continue to see work flow improvements with every use of the Alma/Primo API. Some tools we've picked up along the way include containers, Postman, Javascript and more. In this talk we want to walk you through our journey to help empower others to get started and share the tools we've built.  

Track

Demonstrations

Applicable Ex Libris Product
Alma
Primo
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Laura Rodriguez, ExxonMobil
Tammy Kemp, ExxonMobil

Diving into the Wreck: Post-Migration Data Cleanup at UNC Charlotte

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
San Gabriel ABC
Session Abstract

This presentation will discuss the aftermath of the migration to Alma that J. Murrey Atkins Library at UNC Charlotte conducted in 2017 and our efforts to correct problems with our data that arose during the transition to the new system. We identified some of these problems in a previous ELUNA presentation, “Difficult Transitions” (2018), which focused on our experience as one of the first WorldShare Management Services (WMS) institutions to migrate to Alma. Drawing on two subsequent years of experience with Alma, this presentation will describe our efforts to clean and correct our data post migration and make records fully functional. Offering a deep dive into our cleanup strategies for print and electronic records, we will describe our learning experience with Alma and roadblocks we have encountered. Alma newcomers and veterans alike will gain a clearer understanding of how to tackle data cleanup projects using Alma functionalities and other tools.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Joseph Nicholson, University of North Carolina at Charlotte
Shoko Tokoro, University of North Carolina at Charlotte

Fun With Patron Loads: Improving Statistics, Access, and Financial Reconciliation

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Monica B
Session Abstract

It is commonplace for academic libraries to load patron information into Alma. Generally, this data is ported directly from the campus student information system to the ILS, with all of the quirks and limitations of SIS information. But, with some creative automated data work between SIS export and Alma import, the information loaded to the ILS can provide for normalized statistical data and better reconciliation with campus financial systems. The same process can be used to push patron data to EZproxy and other library services for improved access control. This presentation will provide particulars, including procedures and scripts, about how and why one library took advantage of their patron load to improve information across library systems.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Andrea Schurr, University of Tennessee at Chattanooga

Leganto Product Update

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
San Fernando
Session Abstract

Join Ex Libris for a Leganto Product Update, an overview of the roadmap, and an opportunity for Q&A.

Track

Strategy

Applicable Ex Libris Product

Leganto

Target Audience Skill Level

None — General Audience

Presenters

Dolav Ben-Artzi, Ex Libris

Report-a-Problem Whack-a-Mole: Getting Relevant Information for Troubleshooting Patron Problems

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
San Bernardino
Session Abstract

The University of Central Oklahoma's Max Chambers Library has reworked our problem reporting method and procedures in several ways over the past years. This presentation will cover our current problem reporting method, our procedures to ensure issues are addressed, and the considerations that got us to this point. Practical configuration information for both Alma and Springshare LibWizard will be included in presentation. 

Track

Practical Applications

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

Intermediate

Presenters

Kirsten Davis, University of Central Oklahoma
Shaye Caban, University of Central Oklahoma

Rosetta Product Update

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Monica D
Session Abstract

Update on our recent significant 6.2 release, including the fast-track preservation planning, support for streaming video, and more. Come and hear details on many exciting features planned for 7.0 and beyond, in addition to community updates and more.

Track

Demonstrations

Applicable Ex Libris Product

Rosetta

Target Audience Skill Level

Intermediate

Presenters

Josh Weisman, ExLibris

Strategies for New and Seasoned Alma Administrators

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Emerald Bay
Session Abstract

Three years after Old Dominion University Libraries migrated to ProQuest Ex Libris products, I was appointed the Resource Discovery Librarian largely responsible for the configuration and maintenance of Alma. I created a strategic plan to guide me through my first year in this new role. In this breakout, I will share the highlights of my strategic plan including conducting a needs assessment, creating a SWOT analysis, and techniques for documentation.

Track

Strategy

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Tonia Graves, Old Dominion University

Using Access Reports and GDC to Prepare for a System Migration

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Monica C
Session Abstract

Is your library preparing to migrate from Voyager to Alma?  Do your current catalog records meet the new system's specifications to ensure that all existing information migrates seamlessly and displays accurately in the new system?  Can you say with absolute certainty that none of your catalog records contain any errors?  If your current catalog is far from perfect, come learn how ad hoc Access Reports and GDC rules can help clean up your database pre-new system migration.

Track

Migration/Implementation

Applicable Ex Libris Product

Voyager

Target Audience Skill Level

None — General Audience

Presenters

Antonella Ward, Angelo State University

Using Primo Analytics to Understand Patron Search Strategies

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Avalon
Session Abstract

This presentation will demonstrate how to use Design Analytics (Primo) as well as a spreadsheet software to better understand patron's search strategies when using the library's Primo interface.  The presentation will first explain how to get data from Analytics.  Then, it will discuss coding and interpreting the data.

Track

Analytics

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Rebecca Ciota, Grinnell College

Utilizing Natural Language in the Library

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
Santa Barbara ABC
Session Abstract

Iowa State University and University of Iowa partnered with ConverSight.ai Libro in 2019 to develop a platform that would allow students and staff to search their Ex Libris ILS, events systems and FAQs through a natural language conversation with their mobile devices and smart speakers. Following search, students are able to reserve materials and/or space for events, learn about library hours, policies and more, and interact with the library in this tech-savvy way. Due to the voice integration, sight-impaired students and those who have difficulty with screens are able to interact with the library like never before. This year, Libro is rolling out a text-chat version that integrates with the voice components and offers features that should lead to deeper adoption and better third-party integrations.

Track

Gold Sponsor

Applicable Ex Libris Product
Alma
Primo
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Sue Julich, University of Iowa
Greg Davis, Iowa State University

What's in a Name? Under the Hood of Esploro Smart Harvesting

jueves, el 7 de mayo de 2020 a las 11:15–12:00 PDT
San Pedro
Session Abstract

Esploro enables your library to showcase all the publications and datasets of all affiliated researchers in your institution, across all disciplines. Esploro harvests output & data from external sources such as indexes, national repositories, and disciplinary repositories. Join this session to understand how Esploro machine learning algorithms facilitate library productivity and helps showcase institutional research.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

Esploro

Target Audience Skill Level

None — General Audience

Presenters

Nadav Doron, Ex Libris
Adi Alter, Ex Libris

Alma Gets KISSed: Spreadsheets for Records Loading, Booking for Availability

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Anita A/B
Session Abstract

The Libraries recently assumed responsibility for the Equipment Loan Center formerly, managed by the Office of Informational Technology.  After moving the equipment to Access Services, we needed to quickly create nearly a hundred Alma descriptive records, profile fulfilment, and make equipment bookable.  Keeping it simple, we used a spreadsheet for record creation  and the Alma booking module to manage availability. In this presentation, I will discuss how we set everything up, show the simplicity of spreadsheet import, and discuss the successes and surprises we encountered along the way.  My involvement focused on Alma configurations and imports, but I will also show informational and supporting web pages created by colleagues. To my surprise, the import process was so simple and was such a time-saver that we expanded it to other projects: textbooks and zines record creation. What would take hours or days can be accomplished in seconds or minutes. 

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Walter Komorowski, Williams College

Content Working Group Meeting and Q&A with Ex Libris

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Monica A
Session Abstract

This session is for everyone who utilizes the knowledge bases (Alma, SFX, 360) and/or discovery indexes (Primo Central, Summon, Central Discovery Index). Concerned about what collections are present, how up-to-date they are, metadata quality and how it affects the use of the content? We will review the activities of the Content Working Group and have an open discussion about areas of concern and upcoming initiatives. The second part of the meeting will be a Q&A session with Ex Libris Content Operations staff.

Track

Discovery

Applicable Ex Libris Product
Alma
Central Discovery Index (CDI)
Primo
Primo VE
SFX
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Kathy Varjabedian, Los Alamos National Laboratory
Rael Elstein, Ex Libris
Dave Hovenden, Ex Libris
Osnat Vilenchik, Ex Libris

Extending Voyager Logs with Python

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Monica C
Session Abstract

Voyager generates a number of log files during bulk imports. However, as the logs generate record-by-record, useful information is scattered throughout the file, and the summary at the end may not provide enough detail at a glance. This session demonstrates the use of a Python script to parse the import log file and reformat record IDs according to type. This enables rapid identification of issues related to specific records during a large record load.  The talk will also cover information about resources for learning Python and other possibilities for its use with Voyager.

Track

Practical Applications

Applicable Ex Libris Product

Voyager

Target Audience Skill Level
Beginner
Intermediate

Presenters

Ellen K Wilson, University of South Alabama

Extending Your Library with the Alma Open Platform

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
San Pedro
Session Abstract

Learn how to leverage the Alma Open Platform to integrate with your IT ecosystem and your own custom tool and apps. Hear about the latest updates and planned features.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Josh Weisman, Ex Libris

Focus on Alma Analytics

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Anita C
Session Abstract

Analyzing your data is important for all aspects of efficient library operations.  We will be sharing some ideas to help you effectively gather and analyze your data using Alma Analytics.  After our presentation, you will know how to use multiple filters in the same field, how and why to create bins, how to save a filter for reuse in another analysis, and how to create and use a sub-query.  We will also be sharing a couple of complicated formulas that are not included in Alma documentation.

The presentation will be geared to advanced beginner/intermediate Analytic users.  We will be assuming that those who attend the presentation will know how to create an Analysis and be familiar with filters, formulas, and other basic configuration tools.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Mary Ellen Willemsen, Gonzaga University
Julene Laurel Jones, University of Kentucky

Improving Gift Accessions and Statistics in Alma

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Monica B
Session Abstract

The transition from III Millennium to Ex Libris Alma created an opportunity to better account for gifts and generate statistics. In this session we will describe our pre-Alma gift accessioning evolution, including how we decided which items to add to our collection and the limitations of the III workflow.  In ALMA, we will explain our new workflow using the gift order template and the improved statistics we can now generate.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Anthony C Mengelkamp, Tufts University
Sarah Corvene, Tufts University

Item Data Loader App: Implementation, Relevance, & Use Cases

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Emerald Bay
Session Abstract

The Item Data Loader (IDaL) application uses a simple interface to update an item by 1) scanning an item barcode and 2) entering data for that item. The application was developed in-house using the Alma BIBs API and a python GUI toolkit. It is especially helpful for updating large numbers of physical items that require non-batch data updates, such as updating storage location ID, enumeration/chronology, or internal notes. In this presentation, our Stacks Manager will show a mock demonstration of this app and speak to possible uses for the University of Texas at Arlington Libraries. The application developer will discuss how to get the app running for you and your library staff and where to find easy-to-use implementation documentation. Application accessibility, quality control, and security will also be covered. 


 

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

AM Serrano, The University of Texas at Arlington
David Hayden, The University of Texas at Arlington

Leganto Working Group Meeting

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
San Fernando
Session Abstract

Please come join us at the Leganto Working Group meeting. We will present a short agenda and take questions from the attendees. All are welcome to attend.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Leganto

Target Audience Skill Level

None — General Audience

Presenters

Greg Argo, University of St. Thomas
Dolav Ben-Artzi, Ex Libris

Managing, Sustaining & Enhancing Alma/Primo: Creating Cross-Functional Collaborations between Cataloging/Fulfillment/Discovery

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Palos Verdes
Session Abstract

In recent years the Georgia Tech library went through a number of significant changes including ILS migration, major renovation to the campus library, which resulted in more than 95 percent of its print books being moved to an off-campus location, and organizational restructuring of all areas of the library including access and technical services. Migration to Alma coupled with organizational restructuring required rethinking of many workflows and communication strategies between different groups and staff members responsible for different elements of  providing access and discovery. In this presentation, we will discuss how rethinking Alma/Primo related workflows helped us to recognize the significance of cross-functional collaborations and communication across functional areas. We will show specific examples of using project management tools (Trello) to communicate and implement changes in our discovery interface; cross-training to improve understanding of the different elements of workflows and how cataloging decisions can impact fulfilment and discovery.

Track

Strategy

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

None — General Audience

Presenters

Heather Jeffcoat, Georgia Tech University
Karen Glover, Georgia Tech University
Sofia Slutskaya, Emory University

Outsourced Authority Control in Alma: Comparing Workflows and Results

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
San Bernardino
Session Abstract

Deciding what to do in Alma regarding authority control has been a debate since Alma launched. MARCIVE, Inc. partnered with Temple University to get an evaluation of outsourced authority control services in Alma. We will learn about the workflow, compare match rates, and see if this service is the right fit for your library.

Track

Gold Sponsor

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Holly Tomren, Temple University
Ligia Gomez, Marcive

Rosetta Working Group Meeting

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Monica D
Session Abstract

Although the joint IGeLU / ELUNA Rosetta WG has a separate annual meeting, we have set aside this time to review Rosetta WG activities in the past year and plans for the separate WG meeting in June. The session will include an open discussion of all things Rosetta, especially in regard to WG focus for 2020/2021. All conference attendees are welcome to join this meeting regardless of whether or not they have Rosetta.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

Rosetta

Target Audience Skill Level

None — General Audience

Presenters

Teresa Soleau, J. Paul Getty Trust
Daniel Greenberg, Ex Libris

Update on New and Upcoming Features in Metadata Management

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Avalon
Session Abstract

We will show recently developed features as well as discuss plans for the coming year.

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Itai Veltzman, Ex Libris

Usability Testing of the Primo New UI with Tipasa

jueves, el 7 de mayo de 2020 a las 12:15–13:00 PDT
Santa Barbara ABC
Session Abstract

Our library recently moved from ILLiad to Tipasa for all interlibrary loan services. In addition, we implemented a number of suggested changes for the Primo New UI from presentations at previous ELUNA conferences. In this session, we will share the results of our usability testing of these changes and the additional improvements needed to meet the unique needs of patrons at a small, private, liberal arts college.

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level

None — General Audience

Presenters

Todd Vandenbark, Wartburg College

Lunch

jueves, el 7 de mayo de 2020 a las 13:00–14:00 PDT
Z- not used

Learning, Research, and Resource Sharing Solutions and the Ecosystem

jueves, el 7 de mayo de 2020 a las 14:00–15:00 PDT
Z- not used
Session Abstract

Join this Ex Libris session to learn about the latest solutions, enhancements, and vision in the areas of learning, research resource sharing and the academic ecosystem.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Tamar Sadeh, Ex Libris
Nadav Doron, Ex Libris
Sharona Sagi, Ex Libris
Josh Weisman, Ex Libris

The Customer Success Cycle

jueves, el 7 de mayo de 2020 a las 15:00–15:30 PDT
Z- not used
Session Abstract

Customer Success has and will always be our top priority at Ex Libris. The Global Operations management team will present the Customer Success Cycle, the new initiatives it includes and how it is tailored to accelerate the path to your success.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Yair Amsterdam, ProQuest
Adi Fubini, Ex Libris
Osnat Vilenchik, Ex Libris
Shelley Hostetler, Ex Libris

Break

jueves, el 7 de mayo de 2020 a las 15:30–16:00 PDT
Z- not used

Alma Digital Product Update

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Monica D
Session Abstract

Update on some of the great new features recently introduced, primarily the newly designed, attractive, and fully customizable Alma viewer, which can be seamlessly embedded into Primo. In addition, come and learn about the exciting upcoming roadmap and update on our migration kits.

Track

Digital Initiatives

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Asaf Kline, ExLibris

Core Concepts and Practical Techniques for Successful Library Metadata Analysis

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Anita C
Session Abstract

Metadata analysis is a growing need in libraries of all types and sizes, as demonstrated in many recent job postings. Data migration, transformation, enhancement, and remediation all require strong metadata analysis skills. But there is no well-defined body of knowledge or competencies list for library metadata analysis, leaving library staff with analysis-related responsibilities largely on their own to learn how to do the work effectively. In this presentation, two experienced metadata analysts will share what they see as core knowledge areas and problem solving techniques for successful library metadata analysis, along with some suggested tools. This session will help library staff and their managers develop a shared understanding of the skillsets required to meet their library’s metadata analysis needs. It will also be useful to individuals interested in pursuing a career in library metadata analysis and wondering how to enhance their existing knowledge and skills for success in analysis work.

Track

Strategy

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Stacie Traill, University of Minnesota
Martin Patrick, University of Minnesota

Demystifying Primo VE: Making the Switch from "Classic" Primo

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Barbara ABC
Session Abstract

The University of Tennessee – Knoxville has been a Primo customer since 2009 but switched to Primo VE in the fall of 2019.  In this presentation Mike Rogers and Anchalee (Joy) Panigabutra-Roberts will share their experience with switching to VE.  Mike (as the Enterprise Systems Manager) will explain the reasons for moving to VE, provide an overview of the migration, and detail the pros/cons of moving to VE.  Joy (as the Head of Cataloging at UTK Libraries) will discuss how she identified MARC codes for custom resource type mapping and cleaned up Alma catalog records to ensure proper resource type display.  Joy will also discuss how RDA elements should be considered for future resource type mappings in Primo VE.  At the conclusion we hope to answer these questions:  Is switching to VE worth it?  What would we have done differently? Do we regret our decision?  We hope you join us!

Track

Migration/Implementation

Applicable Ex Libris Product

Primo VE

Target Audience Skill Level

None — General Audience

Presenters

Anchalee (Joy) Panigabutra-Roberts, University of Tennessee at Knoxville
Mike Rogers, University of Tennessee at Knoxville

Esploro Product Demo

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
San Bernardino
Session Abstract

See a live demonstration of Esploro, the Ex Libris research services solution. Discover how your library can partner with researchers and research office and better support research productivity across the institution.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

Esploro

Target Audience Skill Level

None — General Audience

Presenters

Adi Alter, Ex Libris

Extracting Data from Alma for a Shared Print Initiative

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Monica B
Session Abstract

To achieve our strategic vision of having a multi-use research facility with flexible space, the Libraries needed to reduce the footprint of our legacy print collections. Taking advantage of strong lending agreements between Michigan libraries, a cohort of academic libraries joined together to create a shared initiative for creating sustainable print collections. Originally participating while using Voyager, Western Michigan University (WMU) joined 8 libraries in the first round of the Michigan Shared Print Initiative (Mi-SPI). Now updated and expanded, Mi-SPI 2.0 kicked off late 2019 with 14 institutions sending their collection data to be compared and analyzed using OCLC’s GreenGlass software. This is a practical walk-through of WMU Libraries’ current participation in Mi-SPI 2.0, including data selection, extraction, enrichment, and submission. We’ll show how we utilized Alma and Alma Analytics to gather bibliographic, holdings, item and circulation data in a focused and efficient way to allow for data-driven collection analysis.  

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Geri Rinna, Western Michigan University
Marianne Swierenga, Western Michigan University

FTP Server for Alma Analytics and SharePoint Integration

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Anita A/B
Session Abstract

As academic libraries increasingly engage in cross-departmental projects, the need to share data outside of the library becomes essential. Integration between Alma Analytics and third-party systems is often handled by API applications, but there are instances when an API solution might not be the best option.

At the UM Libraries, we have adopted the FTP feature of Alma Analytics to send scheduled reports to an FTP server, and then we route them to SharePoint and connect them to Power BI. Power BI’s dashboards can then be embedded in a designated SharePoint site. This workflow enables us to manage Analytics reports along with other library or university reports in an external, secure, and sharable Office 365 environment.

The workflow:

  1. Pre-selected reports are sent routinely to an FTP server as TSV files.
  2. A PHP application converts the TSV to CSV files and changes the encoding from UCS-2 to UTF-8 so that those reports can be fully compliant with other systems.
  3. The application uploads the CSVs to SharePoint from which they are used to generate interactive dashboards using Power BI.
Track

Analytics

Applicable Ex Libris Product
Alma
Esploro
Leganto
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Kineret Ben Knaan, University of Miami
Abel Facenda Carrasco, University of Miami

Joint SFX Product Update and Working Group Meeting

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Monica A
Session Abstract

Join Ex Libris for an SFX Product Update, overview of the Roadmap, and an opportunity for Q&A.

Track

Demonstrations

Applicable Ex Libris Product

SFX

Target Audience Skill Level

None — General Audience

Presenters

Christine Stohn, Ex Libris

Leganto Engagement Experiences: One Year Later

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
San Fernando
Session Abstract

Last year, librarians from Northeastern University shared their experience of preparing and conducting initial Leganto pilots, and then, figuring out what to do next in terms of wider engagement. One year later, we'd like to follow up on our engagement experiences since then -- during the Fall 2019 and Spring 2020 semesters -- as Leganto adoption increased, creating the need for a unified marketing message across campus and diverse training opportunities for new users of the system (instructor/student end users as well as university staff). We'll discuss which campus partners are crucial in creating an awareness and engagement program for Leganto that reaches beyond the library, and our successes -- and challenges -- in creating training materials and hosting training programs for a wide range of users, some more enthusiastic than others. We look forward to a lively Q&A discussion with other sites who have recently implemented and want to see the system flourish. 

 

Track

Strategy

Applicable Ex Libris Product

Leganto

Target Audience Skill Level
Beginner
Intermediate

Presenters

Erin Beach, Northeastern University
Nicole Thomas, Northeastern University

Leganto Product Demonstration

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
San Pedro
Session Abstract

Ex Libris Leganto helps institutions reduce the cost of course materials for students and schools by maximizing the using of library-owned and freely available resources. Learn how Leganto can help your library contribute to learning affordability, streamline the management of course materials, highlight the library collection and expertise, and improve communication around course materials.

Track

Demonstrations

Applicable Ex Libris Product

Leganto

Target Audience Skill Level

None — General Audience

Presenters

Jessie Ransom, Ex Libris

Partnering and Extending: Integrating Atlas Products with Ex Libris Technology

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Emerald Bay
Session Abstract

You’ve heard the phrase “we’re stronger together” and you almost certainly know just how powerful people working together towards a common goal can be. In this session, we’ll discuss how integrations created by Atlas Systems (the creators of Aeon, ILLiad, and Ares), Ex Libris, and your peers are helping to demonstrate how this can be true for software as well. Meant to be a dialogue, presenters will also field questions from participants on the types of integrations and automations needed to supercharge your workflows.

Track

Gold Sponsor

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Moshe Shecter, Ex Libris
Allen Jones, The New School
Dustin Stokes, Atlas Systems
Mike Richins, Ex Libris

Preparing Aleph for Migration to Alma (or Other ILS)

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Santa Monica C
Session Abstract

Covering Aleph Services and SQL for cleaning up bibliographic, item, and acquisitions data; manage-33 (bib and related HOL/ADM); item-11 (item), cleaning up Cash and Patron Data: cir-78 (Circ logger); util x/13 (z36h, z30h, z69, z35 -- new in v22); cir-23 and cir-77 (patron); old, paid cash records; SQL; Course Reserves. Additional topics include what data to migrate and preserving data that the vendor does not migrate.

Track

Migration/Implementation

Applicable Ex Libris Product
Aleph
Alma
Target Audience Skill Level

None — General Audience

Presenters

Jerry Specht, Ex Libris

Primo's Brief and Full Records: A Perspective on Discovery

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
San Gabriel ABC
Session Abstract

At this presentation, an instruction librarian and a cataloger will deconstruct the brief and full records in regards to research instruction and the vantage of discovery. At Portland State University Library (PSU), these records are annually evaluated for instruction and research efficacy by the Primo Lead, Head of Cataloging and eAccess, and the long-standing Primo Design Group. The full record is also assessed through usability testing to make sure that users can readily find significant resources. This presentation will evaluate field choices made by the Orbis Cascade Alliance Norm Rules Standing Group and the PSU Library through the lens of discovery.

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level

Intermediate

Presenters

Kimberly Willson-St.Clair, Portland State University
Suzanne L Sager, Portland State University

The Three A’s of Problem Solving: Analytics, Alma, and APIs

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Avalon
Session Abstract

Got a big problem? We have some solutions. Using a combination of Analytics, Alma, and APIs, record cleanup can be painless and workflows become more efficient. This presentation demonstrates how to use Analytics to perform searches which are not possible in Alma, and how to use the results to clean up data in Alma. Then, attendees will see how to write basic indication rules to filter sets, and examples of norm rules which can perform batch cleanup functions. Finally, this presentation will introduce some APIs developed by the ELUNA community to maintain records and improve workflows. Example APIs include batch moving data among item fields and performing duplication checks for records. At the end of this session, attendees will be able to create and import Analytics searches into Alma as sets, apply basic indication and normalization rules, and will learn some useful tools.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level
Beginner
Intermediate

Presenters

Lia Ryland, San Francisco State University
Ya Wang, San Francisco State University

Through the Looking Glass: Maintaining a User-Centered Approach to Discovery

jueves, el 7 de mayo de 2020 a las 16:00–16:45 PDT
Palos Verdes
Session Abstract

In this presentation we will discuss our small team approach to continuous user experience research, iterative design, and interface customization of our Primo VE discovery layer. We will present a case study, describing our work in addressing student confusion around locating physical items in the library. We will explain methods for prioritizing and selecting a user experience issue, developing research questions, determining an appropriate methodology for data gathering, designing usability assessments, and using student assistants to administer the tests and collect data. We will also discuss our implementation process, which incorporates communication and coordination among library units. 

Track

Discovery

Applicable Ex Libris Product
Primo
Primo VE
Target Audience Skill Level

Intermediate

Presenters

Jess Waggoner, UC Santa Cruz
Christy Caldwell, University of California, Santa Cruz
Mary Allen, University of California, Santa Cruz

Bluegrass Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Anita A/B
Session Abstract

Meeting for users from Kentucky, Tennessee, and West Virginia. We extend an open invitation to any of the surrounding states. Come join us as we have an informal meeting and learn more about the upcoming eBUG 2020 conference held in Knoxville, TN on June 18-19th.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

California Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Avalon
Session Abstract

Meeting for Ex Libris product users located in or around California (North and South).

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

DC Ex Libris Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Monica A
Session Abstract

Meeting for Ex Libris product users located in or around Washington, DC.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Eastern Canada Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Emerald Bay
Session Abstract

Meeting for Ex Libris product users located in or around New Brunswick, Newfoundland & Labrador, Nova Scotia, Ontario, Prince Edward Island, or Quebec.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Georgia (GIL) Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Monica B
Session Abstract

Meeting for Ex Libris product users located in or around Georgia and/or a member of GALILEO Interconnected Libraries.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Great Lakes Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Monica C
Session Abstract

Meeting for Ex Libris product users located in or around Illinois, Indiana, Michigan, Ohio.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Hawaii Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Monica D
Session Abstract

Meeting for Ex Libris product users located in the Hawaiian islands.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Northeast Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
San Fernando
Session Abstract

Meeting for Ex Libris product users located in or around Connecticut, Delaware, Pennsylvania, Massachusetts, Maine, New Hampshire, New Jersey, New York, Rhode Island, or Vermont.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Pacific Northwest Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
San Gabriel ABC
Session Abstract

Meeting for Ex Libris product users located in or around British Columbia, Idaho, Montana, Oregon, or Washington State.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Southcentral Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Palos Verdes
Session Abstract

Meeting for Ex Libris product users located in or around Arkansas, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, or Texas.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Southeast Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Anita C
Session Abstract

Meeting for Ex Libris product users located in or around Alabama, Florida, Mississippi, North Carolina, or South Carolina

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Southwest Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
San Bernardino
Session Abstract

Meeting for Ex Libris product users located in or around Arizona, Colorado, Nevada, New Mexico, or Utah.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Upper Midwest Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
San Pedro
Session Abstract

Meeting for Ex Libris product users located in or around Iowa, Minnesota, Nebraska, North Dakota, South Dakota, or Wisconsin.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Western Canada Regional User Group Meeting

jueves, el 7 de mayo de 2020 a las 17:00–17:45 PDT
Santa Barbara ABC
Session Abstract

Regional meeting for Ex Libris product users in British Columbia, Alberta, Saskatchewan, and/or Manitoba.

Track

Meetings -- Leadership, RUG, SIG, or WG

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Dine Arounds

jueves, el 7 de mayo de 2020 a las 19:00–sábado, el 9 de mayo de 2020 a las 21:00 PDT
Z- not used
Session Abstract

Attendees will be able to register for a dine around on Sched. More information forthcoming.

Breakfast

viernes, el 8 de mayo de 2020 a las 07:00–09:00 PDT
Z- not used

Primo WG Private Meeting (Invitation Only)

viernes, el 8 de mayo de 2020 a las 07:30–08:30 PDT
Echo Park
Session Abstract

Private Meeting for Primo WG and Ex Libris staff.

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level

None — General Audience

Presenters

Corinna Baksik, Harvard University
Nili Natan, Ex Libris
Yisrael Kuchar, Ex Libris

Registration

viernes, el 8 de mayo de 2020 a las 08:00–15:00 PDT
Z- not used

Alma Acquisitions Discussion Group Meeting

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
San Bernardino
Session Abstract

If the future of libraries is now, then it’s probably the vision of an Acquisitions unit that made it possible! So, new to Alma Acquisitions and need a safe space to ask that “stupid” question? Better yet, are you an Alma Acquisitions expert who is comfortable sharing your experience and expertise? Join your colleagues for an information sharing and discussion session focused on the Alma Acquisitions Functional Area.

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Sion Romaine, University of Washington

Best Practices for Success with Alma

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Anita A/B
Session Abstract

Do you feel that you could be getting more out of Alma but don't know where to start? Join us as we discuss tactics for maximizing Alma's value and explore how to get more out of the platform. In this session we’ll discuss best practices for staying on top of changes, using the tools in Alma to streamline operations, and utilize the product’s reporting capabilities to easily utilize the information you need. This session is provided by the Ex Libris Customer Success Team, and is based on best practices we’ve learned from libraries about the challenges of managing Alma.

Track

Strategy

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Matt Warnock, Ex Libris

CDI: The New Ex Libris Central Discovery Index Update

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Anita C
Session Abstract

Gain more knowledge about the Central Discovery Index (CDI). Learn what it is, what it means for discovery, the status of its rollout, educational resources available, and more.

Track

Discovery

Applicable Ex Libris Product
Central Discovery Index (CDI)
Primo
Primo VE
Summon/360 Services
Target Audience Skill Level

None — General Audience

Presenters

Christine Stohn, Ex Libris

COUNTER r5 for 360 Counter and Intota Services

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica A
Session Abstract

COUNTER r5 represents a big change from previous versions. Learn more about these new metrics and how to update views of your collection usage.

Track

Demonstrations

Applicable Ex Libris Product
Intota
Summon/360 Services
Target Audience Skill Level

Beginner

Presenters

Amy Pemble, Ex Libris Group

Creating a Floating Collection in Alma

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Barbara ABC
Session Abstract

In 2019, University Libraries at the University of Denver established a floating collection for the material located in our off-site, high density storage facility.  This project sought to create better access for material for which a demonstrated need had been identified.  This session will show participants how to create a floating circulating collection in Alma between an off-site, high density warehouse and an on-campus library.  Additionally, potential pitfalls will be identified and workarounds will be discussed.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Ryan F Buller, University of Denver

Fall in Love with ALMA Analytics

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Avalon
Session Abstract

Have you ever wanted to use ALMA Analytics to learn some new and interesting fact about your Library collections? Have you ever found yourself looking for a certain bit of information you know should be there, but your search keeps coming up blank? If you answered “Yes” to any and/or all of these questions, then this session is for you. This session will cover a range of analytics processes from simple to complex, and provide a number of tips and tricks on how to optimize your analyses. Come loaded with questions, as that's what analytics aims to accomplish: provide the right answers.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Tim J Siegel, Virginia Commonwealth University (VCU) Libraries

Integrating Rosetta-Alma: Taking Steps Towards Digital Collections Discovery

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica C
Session Abstract

For digital collections, most software seems designed to meet a small set of needs which over time can lead to multiple instances of software or hidden collections. Southern Methodist University wanted a way to share the disk images, Word documents, and databases in their collections. After a complex decision-making process, SMU navigated a path forward through the integration of the SMU instance of Alma/Primo and Rosetta. 

The Library of Virginia, which held digital collections in multiple places with varied discoverability, also opted for an integration between Alma/Primo and Rosetta. This integration offered a way to untangle the mess of past systems and workflows and begin creating a new one that benefits both staff and the end-users.

Presenters will discuss their workflows which allows them to take the first step in providing access to digital material and highlight the decision-making process that guided them every step of the way.

Track

Digital Initiatives

Applicable Ex Libris Product
Alma
Primo
Rosetta
Target Audience Skill Level

Beginner

Presenters

James Williamson, Southern Methodist University
Stacey Beach, Southern Methodist University
Kathleen Jordan, Library of Virginia

Partnering With HR and Central IT for Implementation Success

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
San Gabriel ABC
Session Abstract

Exemplifying the value of tapping into campus expertise for project success, join presenters as they share the Waterloo journey with Alma implementation from a project and change management perspective. Presenters will speak to experiences at the local level within the broader context of a consortium. With a primary focus on change management, presenters will introduce tools and activities undertaken to promote positive outcomes for staff and endusers. The presentation will also share insight into using central IT project management expertise. Lessons learned will be shared to help you prepare for future projects. While focus will be on an Alma/PrimoVE implementation, these concepts can be applied across the board to any institution and product.

Track

Migration/Implementation

Applicable Ex Libris Product
None - General
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Alison Hitchens, University of Waterloo
Samantha Murray, University of Waterloo

Co-Authors

Samantha Murray, University of Waterloo

Responding to Broken Link Reports in Alma/Leganto

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
San Fernando
Session Abstract

When a student or an instructor reports a broken link from a reading list in Leganto, library staff needs to respond as soon as possible. We need to first test the link, then make changes if needed and test them, then we need to contact the person who reported the link and let them know that it is working or to ask them how they attempted to open the link, in order to find out what may have gone wrong. Contacting patrons lets them know that their reports really matter and that the library staff is there to help them, along with letting them know that they can now access assigned reading or viewing. Establishing a way to go about this that can be shared and repeated can save staff time and open up this service so that more library staff can lend a hand in this effort.

Track

Strategy

Applicable Ex Libris Product
Alma
Leganto
Target Audience Skill Level

None — General Audience

Presenters

Ronnie Broadfoot, Harvard University

The Easy Way to Batch Remove Alma and OCLC Holdings

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Palos Verdes
Session Abstract

Do you want to have your Alma and OCLC holdings match without creating SalesForce cases and Normalization Rules?  This session gives a complete explanation of an easy procedure to withdraw items from Alma and remove bibliographic holdings in OCLC Connexion with skills and tools you already have.  The session will show how  to 1) Create analytic sets of records which are being withdrawn, 2) Run a Job to remove the records from Alma, 3) Generate a printout of withdrawn items, 4) Batch delete the relevant OCLC numbers in OCLC Connexion.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Stuart Gaetjens, Tennessee Technological University

The Future of Resource Sharing is Here

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica B
Session Abstract

We will discuss the direction of RS solutions and take a glimpse into Rapido.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

None - General

Target Audience Skill Level

Intermediate

Presenters

Sharona Sagi, Ex Libris

The I-90 Hustle: A Pilot in Peer-to-Peer Resource Sharing

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
San Pedro
Session Abstract

Have you ever wondered if you could use Alma to facilitate resource sharing outside your current consortia or even from another state?  Over the past year the University of Wisconsin-Madison and Northwestern Libraries have engaged in a resource sharing experiment to connect our two Alma environments…ourselves. We will give a brief overview of the resource sharing environment at each location, discuss steps used to enable the connection between Alma, as well as our experiments with Primo deep search discovery.  Since sometimes the technical configuration is the easy part, we will also share our real-world experience with logistics, shipping, and workflow training. Our workflow instructions, customized slips, configuration documentation and an Alma Analytics dashboard for tracking materials will be shared at the presentation.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

A Tippit, Northwestern University
Katie Sanders, University of Wisconsin Madison
Basia Kapolka, Northwestern University
Albert Quattrucci, University of Wisconsin Madison

Things to Know Before Disconnecting from Aleph GUI Services

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Santa Monica D
Session Abstract

The State University of New York, SUNY, comprises of 62 campuses, formed a library consortium for the central support and migration/implementation project to move from Aleph to Alma and Primo VE, as the central consortial library service platform.

All SUNYs went live with Alma/PrimoVE in July 2019. This presentation will list out items and things, e.g. reports and statistics, that you might want to keep in a safe place before the decommissioning the old Aleph servers or before disconnecting the client services to the server.  This presentation will also highlight and discuss the most important strategies and potential downfalls to cope with the anxiety during the migration.

Track

Migration/Implementation

Applicable Ex Libris Product

Aleph

Target Audience Skill Level

None — General Audience

Presenters

Kristy Lee, SUNY New Paltz
Gail Pawlowski, SUNY Office of Library and Information Services

Working Outside the Box: Pulling Alma Data Without Analytics

viernes, el 8 de mayo de 2020 a las 09:00–09:45 PDT
Emerald Bay
Session Abstract

Alma can be both pretty great and really challenging, depending on the data you need to extract. For a lot of us who came from systems with more robust data tools, migrating to Alma (and therefore Analytics) meant time spent learning those quirks -- fields that don't exist in Analytics, field data that is tweaked between Alma and Analytics, the dreaded 24-hour lag between updates, etc. This presentation will show some ways to work around those limitations using the Alma interface, as well as talking about a few things we really do need Analytics for and some outside tools we can use to help get the data we need.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Jocelyn Lewis, George Mason University
Kimberley Edwards, George Mason University

360, Intota, and Ulrich's Services with the Experts

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Monica A
Session Abstract

Got questions? Need help? Want to know if there's an easier way to do that one thing? Need a refresher of the quarterly release features? Join us, and bring your questions!

Track

Demonstrations

Applicable Ex Libris Product
Intota
Summon/360 Services
Ulrich's
Target Audience Skill Level

Beginner

Presenters

Amy Pemble, Ex Libris

Analytics Panopticon: Monitoring Your Electronic Collections From Every Angle

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Anita A/B
Session Abstract

The University of Washington Libraries uses a variety of metadata sources, including the Alma CZ, the OCLC KB, vendor records, and manual cataloging, to provide access to its ebook and streaming media collections. Information about our electronic collections had previously been recorded in disparate places, including Alma, our intranet, and spreadsheets. By implementing structured collection notes and leveraging these using an Analytics Dashboard, we have created a powerful cross-departmental tool to better see and manage electronic collection details, including metadata source for each collection, knowledge base collection ID, frequency of updates, and detailed notes about collection access and metadata standards. Additional dashboard pages for quality control facilitate screening for known metadata issues and spotting portfolios that might need attention. Finally, the dashboard is also drillable to the portfolio level, providing details for electronic resource management and troubleshooting.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Erin Grant, University of Washington
Nick Schockmel, University of Washington
Sion Romaine, University of Washington

Data Cleanup Before Migration: From Reclamation to Secondary Item File

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Monica B
Session Abstract

Determining what data cleanup projects are best for your library can be daunting.  There are several factors to consider...the most important of which is the amount of time you have to prepare.  Starting with the list of optional data preparations given in Ex Libris's "Appendix B" is helpful, but which projects will have the most impact when you go live? At Rice University, we accomplished several data cleanup projects...including an OCLC reclamation before we went live.  What projects we considered will be listed, from "Appendix B"  to cleanup task we learned from others along the way.  The decisions and priorities given to each project will be discussed as well as what we learned during the onboarding process.  While we migrated from Sirsi, this information may also be applicable to libraries migrating to Alma from other systems as well.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

None — General Audience

Presenters

Mira Greene, Rice University

Digital Collection Data Across the Discovery Landscape

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Palos Verdes
Session Abstract

Library digital collections data lives in many different systems and is created using varying standards and practices. Bringing these heterogeneous digital collections into Alma and Primo requires leveraging options and workflows throughout the digital repository landscape. This presentation will consider and outline various options for how to efficiently house, harvest, edit, and discover digital collections data between Digital Commons, Preservica, Springshare, and Alma/Primo. It will focus on how these practices will change with our upcoming migration from Back Office to Primo VE, and the different data harvest and display options available for digital repository systems outside of the Ex Libris ecosystem. 

Track

Digital Initiatives

Applicable Ex Libris Product
Alma
Primo
Primo VE
Target Audience Skill Level
Beginner
Intermediate

Presenters

Margaret Heller, Loyola University Chicago
Greer Martin, Loyola University Chicago

Elevating Your Library Services: Going the Distance with Lean Library

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
San Gabriel ABC
Session Abstract

If every user started their research journey at the library, accessing licensed library resources would be much easier. Integrated Library Systems, such as Alma, serve as the central knowledge base of print and electronic resources, while Primo and SFX have long ensured easy, seamless access. We understand that their journey doesn’t always begin at the library, though. As users’ expectations, research patterns and experiences have continued to evolve, we can no longer rely on them to find the library within their workflow, which causes frustrations for users and librarians alike. This change in behavior forces libraries to adapt and start meeting users as they conduct their research. In this session, we will investigate how Lean Library, in addition to your Ex Libris systems, can elevate library services to create additional value for you and your users and overcome these frustrations without too much effort.

Track

Gold Sponsor

Applicable Ex Libris Product
Alma
SFX
Summon/360 Services
Target Audience Skill Level

Beginner

Presenters

Michelle Tan, Sage Lean Library

Implementation of a Dematic ASRS Integrated with Alma

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
San Pedro
Session Abstract

As part of our move to Charles Library in 2019, Temple University loaded the majority of our circulating collections (over 1.2 million items) into an Automated Storage and Retrieval System (ASRS). The ASRS relies on a separate inventory system that communicates with the Dematic hardware and with Alma to facilitate storage and request. Presenters will discuss how we integrated the ASRS software with Alma in order to use both tools to circulate collections in the new library. The move and the software integration also provided an opportunity for collection inventory and significant post-migration metadata cleanup. We will share details of our software configurations and strategies for using the ASRS implementation and collection inventory as a tool for catalog maintenance.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Holly Tomren, Temple University
Chin Kim, Temple University
Justin Hill, Temple University

Leganto Workflow Beyond the Basics

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
San Fernando
Session Abstract

Are you finding it hard to keep up with new releases or difficult to find the right time to implement new functionality? This session will demonstrate things you may not know you can do in Leganto:

  • Submit purchase requests from reading lists
  • Add required question and answers during the add item process
  • Set up automated purchase request workflows from tags 
  • Cleaning up old and unused courses via course loader
  • Assign instructor role automatically to all faculty
  • and many more!
Track

Demonstrations

Applicable Ex Libris Product

Leganto

Target Audience Skill Level

None — General Audience

Presenters

Greg Argo, University of St. Thomas

Making Work Orders Work for You

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Emerald Bay
Session Abstract

This session will discuss why and how the University of Arizona Libraries has chosen to use work orders for several internal processes, such as damage review and searches on missing items. We will discuss how we have used work orders along with Analytics to manage related processes such as withdrawals. This session will also include information about how to configure, create, and clear work orders, will provide tips for managing the process when it goes astray.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Mona Ammon, University of Arizona
Sara Filion, University of Arizona
Mindy Jones, University of Arizona

Open Access Discovery and Delivery in Primo

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Barbara ABC
Session Abstract

We undertook a study to evaluate full text linking for OA articles within the library’s local instance of Primo. Though the OA movement promises to simplify access to scholarly literature, librarians may find that current library systems are often unable to successfully deliver OA content. New tools and services, such as 1findr (a subscription database that allows users to identify OA resources), have emerged to connect library users with OA full text, but these present their own challenges and remain untested in many cases. We conducted an availability study, searching Primo and documenting whether we were able to successfully reach full text both through traditional resolver links and through direct links from OA record collections. This research has implications for librarians who work with link resolvers and discovery tools as well as systems providers and other stakeholders in the scholarly publishing supply chain. 

Track

Content

Applicable Ex Libris Product
Alma
Central Discovery Index (CDI)
Primo
Primo VE
Target Audience Skill Level

Intermediate

Presenters

Chris Bulock, California State University Northridge
Heather Cribbs, California State University Bakersfield

Purging Alma User Records: From Special Project to Regular Process

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Avalon
Session Abstract

Purging user records is an important data clean-up project, particularly if records from previous integrated library systems are involved. In this presentation, I will emphasize that user record purging should be a regular process, with clearly defined and standardized criteria. Regular purging offers the benefits of both ongoing data cleanup and privacy protection, and it can also provide an opportunity for public/access services staff to be involved in the process. The presentation will include a description of why we should care about regularly purging user records, questions and elements to consider as part of purging, and a comprehensive case study of purging at Loyola University Chicago.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Chris Martin, Loyola University Chicago

RapidILL Working Group: Call for Members

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Anita C
Session Abstract

The ELUNA Steering Committee is looking for interested members who license the RapidILL product to meet to bring together a product working group.  At the presentation, users will find out what is involved in being a chair, an enhancement coordinator, a communications coordinator and a conference track coordinator (the four offices needed in order to start a working group).  The goal is to find out if there is enough interest in this product or ELUNA to sponsor a product working group.

Track

Strategy

Applicable Ex Libris Product

Rapid ILL

Target Audience Skill Level
Beginner
Intermediate

Presenters

Allen Jones, The New School
Dale Poulter, Vanderbilt University
Mike Richins, Ex Libris

Role Assignment in Alma: Implementing an Audit's Requirements

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Monica D
Session Abstract

The University of Minnesota Libraries recently underwent an audit that tested procedures and controls for the Libraries' information technology services. The audit's conclusions identified a need to improve processes for provisioning/deprovisioning accounts, ensuring appropriate privileges for library staff, and conducting regular reviews of accounts.

Several challenges occurred while implementing these requirements. A conversation with a supervisor about Alma roles is difficult when the supervisor has never used Alma. An employee may require part of the privileges of a role for their job, but we would not want to allow the employee to have other privileges of that same role. In the case of certain roles, even our system administrators could not fully explain what a particular role could or could not do. 

This session will discuss the various strategies employed by the University of Minnesota in ensuring the correct roles are assigned to the correct individuals.

Track

Strategy

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Christopher Rose, University of Minnesota Twin Cities

The "Good Enough" Migration: Balancing Time, Effort, and Outcomes

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
Santa Monica C
Session Abstract

Migrating two leanly staffed libraries into Alma/Primo presented challenges for the University of New Hampshire Library and The University of New Hampshire School of Law.

Before migration we identified which decisions needed to be agreed on and where we could intentionally choose to differ. We identified where our overlap allowed a streamlined effort and where we could learn from each other. Staff at times struggled to balance major migration work on top of daily job responsibilities, challenging peace of mind and morale. We prioritized those areas where clean data was essential and intentionally let some problems migrate. Post migration clean-up and integration of library data continued past the initial migration date. After migrating we learned to take advantage of nearby Alma sites, and to reasonably assess the help and limitations of other institutions’ Alma documentation. We still are looking at working together, while not wasting people’s time. 

Track

Migration/Implementation

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Beginner

Presenters

Sarah Theimer, University of New Hampshire
Melanie Cornell, University of New Hampshire

The Journal Hurdle: Identifying Print and Electronic Journal Overlap

viernes, el 8 de mayo de 2020 a las 09:55–10:40 PDT
San Bernardino
Session Abstract

As many libraries respond to the issue of crowding in the stacks, print journal sets are often identified as a low hanging fruit for off-site storage. Unfortunately, identifying overlap between print and electronic holdings can be a challenging task; title matching is unreliable, some journals lack ISSN data, and merging data across reports can be messy. This presentation will explore collaborative efforts between the Head of Collection Management and the Collections Analyst to develop specific strategies using Alma Analytics and Excel to identify print and electronic journal overlap. Learn how new workflows led to the development of a workable report that could be used by the stacks staff.

Track

Analytics

Applicable Ex Libris Product

Alma

Target Audience Skill Level
Beginner
Intermediate

Presenters

Anne Larrivee, University of Pennsylvania
Eileen Kelly, University of Pennsylvania

Break

viernes, el 8 de mayo de 2020 a las 10:40–11:00 PDT
Z- not used

Ex Libris Management Q&A

viernes, el 8 de mayo de 2020 a las 11:00–11:45 PDT
Z- not used
Session Abstract

Join Ex Libris leaders for a Q&A with questions submitted to the Steering Committee prior to the annual meeting.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Panel Moderator

John Greer, University of Montana

Auditing Usage Statistics or: What To Do When You Don’t Have Other Work

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Palos Verdes
Session Abstract

In 2019, the University of Minnesota Libraries conducted an audit of their vendor-supplied usage statistics. The project included a review of usage statistics collected and stored in Alma, development of a Tableau visualization for gap analysis, and a strategy for ongoing management. This session will demonstrate the rationale and processes behind the assessment as well as discuss the outcomes and benefits.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Sunshine J Carter, University of Minnesota
Michael Johnson, University of Minnesota
Grace Lilyerd, University of Minnesota

Don't Forget to Remind Me: Utilizing Reminders in Alma

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
San Gabriel ABC
Session Abstract

Reminders functionality in Alma allows staff to make notes of future actions to be taken on a specific title within Alma. This session is intended to guide Alma users through the configuration, uses, and maintenance of reminders. An overview of the benefits of reminders, possible workflows, and a variety of real life examples of different uses for library staff both in public and technical service work areas will be demonstrated.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Rebecca Bearden, Boston University

ELUNA Membership and Invoicing Update

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
San Pedro
Session Abstract

Beginning with ELUNA membership renewals for 2021 the ELUNA membership database, invoicing and payment system, and institutional contact management will move from our current paper based system to an online membership management system. Information will be shared throughout the year, but this session will offer the rational for the change and provide a sneak preview to using the new system.

Track

Demonstrations

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Sue Julich, University of Iowa
Ellen Jones, University of Iowa

Enhancing and Connecting Alma Data with OpenRefine

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Santa Monica B
Session Abstract

We frequently combine Alma data with additional sources, such as legacy Voyager data or vendor reports, in order to conduct collection assessment at Georgia State University. OpenRefine is an open-source, user-friendly data manipulation application that has been an invaluable tool for cleaning and connecting our Alma data during these assessment projects. Part one of this session will provide a brief introduction to OpenRefine which will include general navigation, specialized facets, and built-in transformations. The second part of this session will discuss additional concepts using practical examples taken from our data. These will include clustering, GREL (Google Regular Expression Language) transformations, and using the BIB-Bits plugin to connect data across projects. Examples will focus on Alma data; however, this session is also applicable to data extracted from other Ex Libris systems (Voyager, Primo Analytics, etc.).

Track

Demonstrations

Applicable Ex Libris Product
Alma
Voyager
Target Audience Skill Level
Beginner
Intermediate

Presenters

Tricia Clayton, Georgia State University

Future Trends in Digital Newspaper Discovery: A Natural Experiment

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Santa Anita C
Session Abstract

California State University (CSU) librarians have capitalized on a natural experiment that arose when the CSU consortia implemented an opt in newspaper search interface. Five CSU libraries that implemented the newspaper search have been paired with five CSU libraries of similar size and demographic profile that did not implement the new search scope. We calculated the effects on usage and user behavior tied to introducing a specialized Primo newspaper scope by analyzing Primo Analytics data, COUNTER data, and A-Z database list click-through data collected during academic years 2018-2019 (pre-deployment) and 2019-2020 (post-deployment). Presenters will also explain how libraries can set up their own natural experiments as an alternative to A/B testing in Primo. This quasi-experimental panel study, with a treatment group paired with pseudo-control libraries, will help Discovery and Collection Development librarians begin to understand the effects that the newspapers search interface has on their collection use.

Track

Content

Applicable Ex Libris Product
Central Discovery Index (CDI)
Primo
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Ian Chan, California State University San Marcos
Heather Cribbs, California State University Bakersfield
Gabriel J Gardner, California State University Long Beach
Kate Holvoet, San Diego State University

Co-Authors

John Brandt, California State University, Stanislaus
Andrew Carlos, California State University, East Bay
Nikki DeMoville, California Polytechnic State University
Kathlene Hanson, CSU Monterey Bay
Laura Krier, Sonoma State University
Stacy Magedanz, California State University San Bernardino

How to Train for an Alma/Primo Migration

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
San Bernardino
Session Abstract

In December 2019, the University of Guelph Library migrated to Alma/Primo as part of the Omni collaboration between 14 Ontario Universities. This how-to session focuses on the staff training portion of the migration. It will outline Guelph's training approach, including creating a training plan, developing a local training working group, and conducting training sessions. It will also discuss successes, challenge, and the importance of communication and collaboration. 

 

 

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level

None — General Audience

Presenters

Kailey Brisbin , University of Guelph

Leganto: What's Under the Hood?

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
San Fernando
Session Abstract

Learn how some of the more advanced features in Leganto work, including recommendations and suggestions for action, and get some ideas for how you can optimize your Leganto.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

Leganto

Target Audience Skill Level

None — General Audience

Presenters

Dolav Ben-Artzi, Ex Libris

Many Roads One Journey: Unified Search Experience Through Bento Box

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Santa Monica C
Session Abstract

As a repository of knowledge, Libraries maintain a wealth of information throughout its collections. They are a cornerstone of research and learning. Technological advancements with discovery services are improving access to knowledge, and information reach is improving. Yet, you still find information silos that are independent of each other and create artificial boundaries of its own. Patrons often struggled with the concept of silos created by individual systems and the logical separation among them.

This presentation will examine the development of a unified search experience using a bento box approach, that brought these information silos under one roof. We will examine the concept of a patrons’ journey of information discovery, and how we led them in multiple roads bringing down the walls of individual platforms.

Track

Discovery

Applicable Ex Libris Product

Primo

Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Dhanushka Samarakoon, University of Miami
Tracy Medley, University of Utah

Co-Authors

Bohan Zhu

Migrating from Sierra to Alma: Three Libraries Become One

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Santa Monica D
Session Abstract

Mercer University migrated from three separate Sierra installations into a single institution in Alma, which merged the main University Library, the School of Medicine Library, and the School of Law Library into one ILS. The transition required some tricky navigation as we untangled the various knots of institution level settings versus library level customizations in order to provide a high level of service for our unique patron groups. We will discuss some of the general issues as well as some of the specific challenges we encountered - OpenAthens implementation and integration, cataloging conflicts, and configuration compromises - and explain the solutions we developed.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Gretchen M Smith, Mercer University
Molly Kernan, Mercer University
Christian Pham, Mercer University

Printing Options in Alma

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Santa Anita A/B
Session Abstract

With the release of the new printing options in Alma, I completed thorough testing to understand exactly what printing occurred based on the configuration options. As printing has evolved in Alma, I have continued my testing.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Lesli Moore, Texas Health Science Libraries Consortium

Shaping the Future of Selection and Acquisitions

viernes, el 8 de mayo de 2020 a las 11:55–12:40 PDT
Emerald Bay
Session Abstract

Join us for a lively discussion on what the future of selection could be for academic librarians. Share your ideas and review input on roadmap for ProQuest Rialto.

Track

Platinum Sponsor

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Yuval Kiselstein, ProQuest

Lunch

viernes, el 8 de mayo de 2020 a las 12:40–13:30 PDT
Z- not used

Adventures in Esploro: The Iowa Experience

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
San Gabriel ABC
Session Abstract

The University of Iowa's adventure in Esploro began in 2017 when we signed on as a development partner, and we've been working live in our production environment for 10 months. Our immediate objective? To build a comprehensive catalog of publications created by UI scholars and researchers that can serve as an authoritative data source for other systems. In this session, you'll receive a sneak peek at how Esploro looks and functions at Iowa from a variety of perspectives: campus users of our Primo catalog; external users of the Research Portal; researchers looking to deposit publications and create a profile; and our staff (regularly or sporadically) working on the back-end in Alma. We'll also talk about next steps as we develop services and workflows. Iowa anticipates a summer rollout to campus and deprecating our legacy institutional repository by year's end.

Track

Migration/Implementation

Applicable Ex Libris Product

Esploro

Target Audience Skill Level

None — General Audience

Presenters

Sara Scheib, University of Iowa
Paul Soderdahl, University of Iowa

Bursar Integration Profile: It Is More than Fines and Fees

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica C
Session Abstract

Institutional efforts to centralize student financial obligations, Georgia State University implemented three export only bursar integration profiles at the start of fall semester 2019, two years post-migration. The integration profiles include overdue fines, lost fees, and credits. This session addresses fine and fee cleanup tasks, lost loan profile changes, letter configurations, and integration profile testing to prepare for implementation as well as post implementation tasks including analytics reporting, converting xml data, and closing lost loans.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Kara Mullen, Georgia State University

Covers and Notes: Enhancing Record Display in Primo VE

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
San Bernardino
Session Abstract

Media records in Primo seldom have their covers displayed, however this is something we've always wanted to be able to add.  After we implemented Primo VE, we were able to make use of the improved functionality to add cover pictures not only to our media records, but to bibliographic records of any type.  I will show how we set it up and the ongoing processes that we use.  I will also demonstrate how we added other note fields to the default bibliographic display in order to enhance media records by displaying the cast and awards fields.

Track

Demonstrations

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Stanley Cottrell II, Southern Adventist University

Do You Know What You are Submitting to OCLC?

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Palos Verdes
Session Abstract

Alma includes the ability to publish incrementally your holdings or bibs to OCLC on a regular basis. This is great for automation and syncing our system with OCLC. However, when discrepancy arises, it becomes extremely difficult to figure out why. One reason is that Ex Libris does not record anywhere what they have sent to OCLC and there is nothing recorded in the record nor is OCLC able to provide a timestamp of when something has happened. This became very problematic for us so we created a work around whereby we publish to our local FTP server, grab statistics from the LDR and other fields, and then send that file on to OCLC. This is all done automatically each morning so it makes troubleshooting a little easier.

Track

Demonstrations

Applicable Ex Libris Product

Alma

Target Audience Skill Level

Intermediate

Presenters

Jamen L McGranahan, Vanderbilt University

Effective Laptop Lending Without Relying on Fines

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Emerald Bay
Session Abstract

This presentation details our library’s efforts to improve the sustainability of our technology lending service without placing undue monetary burdens on students.  Our library’s circulating laptops are in high demand.  In fall 2019, we eliminated fines for our laptops, and created a laptop-specific TOU that waived the lost item bill if and when it was returned.  While popular, the new policy resulted in an increase in overdue laptops.  Rather than reintroduce fines, we opted instead to think creatively about other ways to encourage responsible usage.  We analyzed usage patterns to reconsider loan periods, and conducted a technology survey to gather opinions about fines and fees.  Working with customized Alma letters, updated terms of use, a new set of blocks, and software installed on laptops that can shut it down after the grace period, we have implemented measures that we believe will discourage late returns without relying on fines.

Track

Practical Applications

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Kelly Lutz, Nevada State College

Ex Libris Higher-Ed Cloud Platform: Powering Library Innovation and Agility

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
San Fernando
Session Abstract

The Ex Libris Higher-ed cloud platform enables academic organizations to move fast. With its layered approach, unified data management, end-to-end workflows, and powerful big data analytics, libraries can now turn their attention to providing users with new services and become more involved with teaching, learning and research initiatives.

Track

Strategy

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Asaf Kline, Ex Libris
Guy Ben-Porat, Ex Libris

Machine Learning Assisted Descriptive Metadata Generation for Enhanced Discovery

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica D
Session Abstract

With the advancement of search technologies, discovery services have moved beyond the role of a traditional search catalog to incorporate techniques such as networking of associative objects, stemming-based exploration, and relevance based ranking of results. All of these concepts rely on a fundamental concept of rich metadata. Quality metadata is the foundation of any advanced discovery system. Automated generation of technical metadata has been in operation for a long time, but descriptive metadata always rely on manual labor. These are the most resource-intensive and expensive steps of the process. Together we will examine the advancements of neural networks and machine learning, and how they can be used in automatic generation of descriptive metadata for various objects. We will talk about the benefits, as well as the drawback of current platforms and frameworks that are used in libraries and archives.

Track

2020 Vision for the Future of Libraries

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Dhanushka Samarakoon, University of Miami

Migration Stories: When Sales, Developers and Librarians Are Not Communicating

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica B
Session Abstract

In July 2019, Colorado State University Libraries migrated the library discovery system from Exlibris’ Primo New UI to Primo VE. Despite the promised seamless migration, we had many unwelcomed surprises while we appreciate other enhancements.

This presentation gives an overview of our migration processes; discusses new features we like, major problems encountered and why we think these are created by communication issues between sales, developers and librarians; provides our recommended solutions and enhancements for some problems; presents how the migration affect patrons, librarians’ daily job, and member libraries’ decision. Last it lists recommendations we have for Exlibris.

Track

Discovery

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Yongli Zhou, Colorado State University

Ontario's Alma Odyssey: Realizing the Vision and Enabling the Future

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Santa Anita A/B
Session Abstract

In 2018, this group presented on the foundations of OCUL's Collaborative Futures Project, which sought to realize the vision of a provincial-wide library collection and common shared services. In 2019, the team returned to share the challenges, strategies and lessons learned while building a provincial consortium from scratch. Now, in 2020, our intrepid group completes the trilogy (or is that odyssey!) with real-life tales of implementing Alma and Primo VE, including the thrills of victory (and a few agonies of defeat) as well the collaborative opportunities Alma/PrimoVE will enable in the future.

This presentation will applying 20/20 hindsight to OCUL's implementation of Alma/PrimoVE, emphasizing successful strategies, while recognizing the challenges (and opportunities) presented by the unexpected. The focus will then switch to the future, and how OCUL can leverage Alma in its efforts to advance OCUL's future-focused vision of digital transformation, enhanced workflows, and enriched access to services and resources.

Track

Migration/Implementation

Applicable Ex Libris Product
Alma
Primo VE
Target Audience Skill Level

None — General Audience

Presenters

Gordon Bertrand, Ontario Council of University Libraries
Sandra Morden, Queen's University
Mandy Deans Kassies, Ontario Council of University Libraries

Rialto: A Panel Session With Development Partners

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Santa Monica A
Session Abstract

Built on the Alma platform, Rialto offers an integrated content marketplace that leverages your Alma holdings, circulation data, and offers an integrated, tunable recommendation engine that helps selectors identify potential items for purchase (in print or electronic) as you use it. This session will provide perspectives from three development partner libraries that worked with ProQuest to provide ideas and feedback over the past year.

Track

Platinum Sponsor

Applicable Ex Libris Product

Alma

Target Audience Skill Level

None — General Audience

Presenters

Heather Barrett, Southern Methodist University
Janet B. Morrow, Northeastern University
Pauline Martin, The University of Texas at Dallas

Panel Moderator

Pascal Calarco, University of Windsor

Troubleshooting Alma Link Resolver-ILLiad Pain Points

viernes, el 8 de mayo de 2020 a las 13:30–14:15 PDT
Santa Anita C
Session Abstract

The chain of data exchange between a database record, the Alma link resolver, and your Interlibrary Loan form is complex and prone to breakage. Are you mystified by errors or missing data in your ILLiad user requests? This presentation will review where those errors can creep into the data chain and what you can do to address them. Special attention will be given to databases hosted on the EBSCOhost platform.

Track

Practical Applications

Applicable Ex Libris Product
Alma
Primo
Target Audience Skill Level
Intermediate
Advanced/Expert

Presenters

Stacy Magedanz, California State University San Bernardino

Closing Keynote: What I Really Needed to Know in Life, I Learned from Alma, Aleph, MARCit, and Even Verde

viernes, el 8 de mayo de 2020 a las 14:30–15:00 PDT
Z- not used
Session Abstract

In 1988, Robert Fulghum's published a book called All I Really Needed to Know I Learned in Kindergarten. He maintained that everything he needed to know about how to live, what to do, and how to be, was learned in kindergarten. I never went to kindergarten, which may explain a few things, but found I did need to apply some of those life principles again and again in my years of involvement with Ex Libris products and the people in our Ex Libris community. After working with Ex Libris systems for nearly two decades, and holding community leadership roles for most of that time, including 7 years as chair of the Alma Working Group, my tenure is coming to an end. This presentation will apply the lessons most people learned in kindergarten to what I learned from working with Ex Libris products, Ex Libris staff and the incredible user community.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Betsy Friesen, University of Minnesota

Ex Libris Wrap-up

viernes, el 8 de mayo de 2020 a las 15:00–15:10 PDT
Z- not used
Session Abstract

Ex Libris leadership will provide a short wrap-up of their thoughts on ELUNA 2020 and the vision for libraries of the future.

ELUNA 2020 Closing Meeting

viernes, el 8 de mayo de 2020 a las 15:10–15:30 PDT
Z- not used
Session Abstract

Members of the Steering Committee will present budget updates, offer final commentary, and announce the location of the 2021 Annual Meeting.

Track

Plenary

Applicable Ex Libris Product

None - General

Target Audience Skill Level

None — General Audience

Presenters

Allen Jones, The New School
Sue Julich, University of Iowa
Laura Morse, Harvard University

Breakfast

sábado, el 9 de mayo de 2020 a las 07:00–08:00 PDT
Echo Park

ELUNA Steering Committee Meeting

sábado, el 9 de mayo de 2020 a las 08:00–12:00 PDT
Echo Park

ELUNA Working Group Chairs Meeting

sábado, el 9 de mayo de 2020 a las 08:00–12:00 PDT
Silver Lake

Lunch

sábado, el 9 de mayo de 2020 a las 12:00–13:00 PDT
Echo Park

ELUNA Steering Committee Meeting

sábado, el 9 de mayo de 2020 a las 13:00–16:00 PDT
Echo Park
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