E-Resource Management Committee Meeting: March 13, 2024

CONFERENCE CALL

Members Attending: Robin Hofstetter, Liz Hollendonner, Andrea Imre, Lisa Wallis

Members Absent: Elizabeth Nelson, Jennifer Patterson, Sara Rizzo, Megan Ruenz

CARLI Staff Attending: Denise Green, Marisa Tolbert

Announcements   

CARLI UPDATES

• CARLI Announcements:
  • Heather Cannon has left Adler U. and will no longer be on the ERM Committee. Since the year is almost over, she will not be replaced.
  • Denise thanked the members who are rotating off in 2024.
  • EBSCOhost Experience Manager event for CARLI members is March 20. Register at EBSCO
  • CARLI is hosting a program for EBSCO on May 16 for public services staff. Register at EBSCO
  • Marisa and Ted Schwitzner will be hosting office hours tomorrow, March 14 at 2 pm. They will revisit P2E. View the description at CARLI Calendar
  • Marisa is on the ELUNA-IGeLU CZ management group (CZMG), and they are soliciting feedback on the autoholdings collections usability in Alma. If you would like to provide feedback on the following topics, please email Marisa.
    • Current usability and effect on workflows efficiency.
    • Integration with other library workflows such as ILL, reading lists etc.
    • Challenges and advantages in managing e-resources in autoholdings collections.
• Member Announcements:
  • Andrea is looking forward to the JSTOR autoholdings offering.

Decisions

• There were no changes to the February meeting minutes, so they were approved.
• Liz will update the Zoom link in the agenda for the April meeting.

Discussion

• Denise Green’s draft web page (attached as a PDF to ERM Committee email)
  • The web page addresses the intersection of Alma and OCLC Collection Manager, DataSync, WorldCat, and WorldShare/ILL. She is still working on the section about checking DataSync reports. Liz noted at Millikin they are trying to figure out why something isn’t working, and Liz finds the flowcharts helpful. This is useful support for the Streamline Holdings process that some CARLI libraries are starting to undertake. Robin noted she calls the product WorldShare Collection Manager to make it clear that it is OCLC’s Collection Manager. Denise will update the naming to reflect that.
• Display logic and Alma Network Zone project
  • CARLI has gotten requests to manage some display logic settings at the Network level. Currently, for a NZ rule to overrule an IZ rule, the same collections have to be active in both. Ex Libris is working on improving this. An example is “Show only Academic Search Complete and not the other EBSCO databases if something is available in multiple places.” In addition, Denise suggests that the Open Access collections be rated for reliability so that only the most reliable ones display. Denise’s cat, Luna, provided valuable input. Liz noted that links that go directly to the article level should be prioritized over journal-level resources.
• Any discussion on new EBSCO interface from people with test links?
  • Lisa noted that librarians at her institution were not pleased with the significant changes, especially because so many support/help documentation will need to be updated. Liz said her institution has just gotten the Linked Full Text settings working, and it’s now not showing in the new interface [Andrea checked their settings, and it does display as the “Access Now” button]. Andrea said the link resolver requires too many clicks, including a drop-down for a single option, sacrificing usability. Robin said it may be a screenreader problem, too. Andrea demonstrated how buried the new interface link is, making it difficult to go back and forth between the two interfaces. Denise said Harper College has already switched and reported a problem of being taken to a “search EBSCO” screen instead of directly to an available journal’s EBSCO page.
• It’s March…
  • The annual report is due at the end of May. What should we be thinking about doing in the remainder of the year? We have not promised anything to other committees at this time. Marisa shared the link to the first meeting documentation, where we brainstormed ideas for this year. Robin mentioned the Springshare A-Z database list has to be migrated by July 1, with LibGuides pages to follow shortly. The institutions for all other members on the call have already made the migration. Liz asked whether this could be discussed in future Office Hours; Marisa said perhaps a Lab Reports offering, since it’s more of an integration with Alma/Primo VE.

Tasks Assigned

• Lisa Wallis did meeting minutes.
• Denise is hoping some members will assist with the NZ display logic rules project. She will send out an email to all committee members to find volunteers.
• Members should take a look back at the first meeting’s minutes and see what else we might want to accomplish.
• Minute taker schedule remains:
  • Andrea Imre – April 10, 2024, at 10 am
  • Robin Hofstetter – May 15, 2024, at 2 pm
  • Sara Rizzo – June 12, 2024, at 10 am

Meeting Dates

• Next Meeting: Wednesday, April 10, 2024, 10 am.  Minutes: Andrea Imre

ADJOURNED: 2:57 pM