USMAI Library Consortium

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The following was distributed by Executive Director Chuck Thomas to USMAI members through Campus Contacts on September 21, 2020:

Colleagues, please find attached guidance and information about the USMAI committee structure for the remainder of the current fiscal year (through June 30, 2021). This guidance is based on work done by a small task group I convened over the summer to represent diverse expert viewpoints within the consortium.

As you review the attached guidance, you will note that it temporarily keeps in place much of the previous structure, with some adjustments to reflect both recent disruptions and changes since April such as the decision to commence the LMS migration process.

As always, if you have any questions or comments about this document, please feel free to contact me directly via email. I appreciate all the work done both by member library staff and by consortium employees to support USMAI.

Sincerely,

Chuck Thomas

The data warehouse reporting environment has been upgraded to version 7.8. While this version upgrade should not greatly alter your experience with the data warehouse, there are a few new improvements to highlight.

UX improvements to "Select Visualization Type" screen

Choosing a visualization type (e.g., Table, Crosstab, etc.) is a beat more intuitive in the new version. Each visualization now includes details about the requirements for each visualization. An "Apply and Close" button has also been added to make the process of applying your visualization selection more intuitive.

New "page tree" and "heat map" visualizations

Is there anything better than finding new ways to visualize data? If you answered "no", then you'll want to check out the five new visualization types in this version: Heat Map, Time Series Heat Map, Tree Map, Dual-Measure Tree Map, and Parent Tree Map.

As an example, the following is a "Parent Tree Map" of the distribution of items counts among Aleph's sublibraries. You can find this in the Public folder of the Repository at Ad Hoc Views → Collections (Current) → Visualization: Distribution of Items by Sublibrary and Collection. Hovering over any sublibrary will show the exact item count. Clicking on a sublibrary will show the distribution of items among the collections of that sublibrary. 

A parent tree map visualization showing the distribution of total item counts by sublibrary.

Have an interesting visualization? Share a screenshot of it in the comments. If it seems applicable to all USMAI libraries, we can look into adding it to the Public area of the Repository.

"Edition" attribute now available in "Collections (Current)" and "BIBs and HOLs (Current)" reporting topics


A bug that we reported with Jaspersoft was preventing us from adding this useful attribute to these two reporting topics. Now that the bug is fixed in this version, we have added the "Edition" attribute to both the "Collections (Current)" and "BIBs and HOLs (Current)" reporting topics. For new ad hoc views, you can find this attribute in the "Basic Bibliographic Info" attribute group. 

 

For existing ad hoc views, you will need to add this attribute into the list of available attributes before you can use it. 

  1. Click the three vertical dots next to the "Domain" bar in the ad hoc editor
  2. Click "Choose Visible Fields"
    1. A screen shot showing the option to add additional attributes to the ad hoc view
  3. Highlight the "Edition" attribute and click the arrow that points to the right to move it into the "Visible Fields" box. The "Edition" attribute will automatically be placed within the "Basic Bibliographic Info" attribute group.
  4. Click "OK"
  5. You can now add the "Edition" attribute to your ad hoc view in the same manner as any other attribute!

Submitting Issues and Questions

CLAS reviewed this version upgrade prior to releasing it in order to minimize unintended negative consequences. However, it's possible something may just slip through the cracks. If you encounter any issues or have questions about something that seems different/wrong after the upgrade, let us know at libclas@umd.edu. We'll check it out. Happy reporting! 


Free access to NISO webinars and virtual conferences is a benefit of USMAI membership.

You will need to log in or create an account to access the archived recording of the virtual conference "Privacy in the Age of Surveillance: Everyone’s Concern." Please do not share access information beyond members of the USMAI Library Consortium.

Use links at right to register for upcoming NISO events or access archived recordings of previous ones.

NEXT UP: NISO Humanities Roundtable 2020

Archived recordings of the three-part LLAMA/CORE webinar series, "Stories from Inside the Data Warehouse" are now available on the Member Portal.  You will need to log in or create an account to view. A description of the series is below.

Find more opportunities for continuing education on our Professional Development page.

About the Webinar Series

If your academic library is planning to build a data warehouse, you can learn what works best and how to avoid common pitfalls by hearing from librarians who have experience with this complex process. The Library Leadership and Management Association (LLAMA) will present “Stories from Inside the Data Warehouse,” on July 21, August 5, and September 9. This three-part webinar series will feature 10 panelists who will share their unique perspectives, experiences, and insights.

Participants will:

  • Discover other institutions who are in various stages of a library data warehouse building project
  • Learn about the practical and the philosophical issues faced by other academic libraries
  • Identify your institutional ecosystem’s strengths and areas for growth toward building or completing a data warehouse
  • Formulate your own data warehouse building next steps

This webinar addresses several of LLAMA’s Foundational Leadership Competencies including: collaboration and partnerships, evidence-based decision making, ethics, project-management, assessment, and technology management.

Webinars

Part I: Quantifying Library Engagement

Panelists

Ken Varnum, University of Michigan
Joe Pirillo, University of Wisconsin - Oshkosh
Kyle Jones, Indiana University–Purdue University Indianapolis
Jen-chien Yu (“Jen”), University of Illinois @ Urbana-Champaign

Moderator

Kirsten Kinsley, Florida State University

Part II: Sustainability and Approaches to Data Management

Panelists

Margie Jantti, University of Wollongong
Kristin Briney, California Institute of Technology
Rebecca Croxton, University of North Carolina at Charlotte

Moderator

Mark McCann, Arizona State University

Part III: Analysis, Reporting, and Communication

Panelists

Michael Levine-Clark, University of Denver
Selena Killick, The Open University, UK
Megan Oakleaf, Syracuse University

Moderator

Becky Croxton, University of North Carolina at Charlotte

Developing a More Diverse, Inclusive, and Equitable Humanities Community

USMAI Library Consortium has purchased a limited number of tickets to the 2020 NISO Humanities Roundtable happening Wednesday, Sept. 23rd from 11:00 am to 4:30 pm. We are pleased to offer free tickets for this event to staff at USMAI member libraries. The event should be of interest to many and could provide an opportunity for librarians to engage with their Humanities faculty. Use the registration link at right to request a ticket. A description of the event is below. 

Humanities Roundtable 2020: Building Diversity, Building Accessibility, Building Better

11:00 - 4:30 | Wednesday, September 23, 2020

The theme of this year’s Humanities Roundtable is building better — better diversity, better accessibility, better technology — in order to develop a more diverse, inclusive, and equitable humanities community. From the complexities of controlled vocabularies and thesauri in the humanities, to dealing with historically offensive language, and from defining accessibility in a humanities context to designing for it, our speakers will touch on many of the critical changes the digital humanities need. None of this is simple but, at the same time, if we work together to find solutions, it’s not impossible. By bringing together stakeholders from across our community — librarians, publishers, technology providers — this year’s Roundtable will kickstart a discussion on the practical requirements and implications of delivering a more diverse, a more accessible, a better information environment for the digital humanities community.

The event will include small group breakout sessions to encourage attendees from a range of stakeholder communities to engage productively with one another and to collaborate in identifying next steps.

Confirmed speakers include, among others, Marti Heyman, Executive Director, Metadata Strategy and Operations, OCLC; Bethan Tovey-Walsh, PhD researcher, CorCenCC/Swansea University; Michelle Urberg, Metadata Librarian, Proquest; Dave Tell, Ph.D., Co-Director, Institute for Digital Research in the Humanities, University of Kansas; Mark Puente, Associate Dean for Diversity, Inclusion and Organizational Development, Purdue University; Susan Doerr, Associate Director, University of Minnesota Press, and Rebecca Blakiston, User Experience Strategist, University of Arizona.

Description from the NISO Website.

"Stew of the Month" Provides Regular Updates on CLAS's Activities

DigiStew is the monthly blog for the Digital Services & Technologies (DST) division at the University of Maryland, College Park (UMCP). The Consortial Library Applications Support (CLAS) team is housed at UMCP and is its own department within DST.

The "Stew of the Month" provides regular updates on CLAS's activities.

Stew of the Month: August 2020

The following is excerpted from the most recent edition of DigiStew:


The CLAS team responded to 103 Aleph Rx submissions and 26 e-resource requests from across the consortium’s libraries in August.

COVID-19 Support

CLAS continues to be available to respond to your support requests. Please use our regular support channels if you need any assistance.

Preparing for Reopenings

We continue to work with USMAI libraries as they begin to make their library collections available again. Eight member libraries reopened access to their collections this month. A few other libraries are set up in Aleph TEST and awaiting testing/review before “going live”. Special kudos go to David Wilt for keeping on top of all of the service requests and configuration changes that go along with this!

We are also tracking which libraries are ready to resume resource sharing in the consortium (a.k.a. “Status 3”). Please visit the Aleph Configurations for Reopening Scenarios page for more details about options for Status 3 and how to indicate that your library is ready.

OPAC Redesign for Accessibility (ORA)

Changes for the redesign of the Aleph OPAC were released in the Aleph LIVE OPAC on August 13th. This set of changes provides a foundation for incremental improvements in the coming years. (We already have a backlog!)

Marcive Authority Control Service Implementation

Reviewers completed the review of Marcive’s sample set of processed records. There were a number of issues identified. These have been shared with Marcive, and Marcive has provided responses/follow-up. The review group and Metadata Subgroup are currently working to formulate next recommended steps. Thank you to all the volunteers who helped review the sample records!

MD-SOAR

We’re pleased to report that CLD has approved an additional 3-year commitment, which will keep MD-SOAR running on DSpace hosted by UMD Libraries through at least the end of fiscal year 2024. MD-SOAR is currently used by 10 academic libraries in Maryland and is available to any USMAI library in need of an institutional repository platform.

Free access to NISO webinars and virtual conferences is a benefit of USMAI membership.

You will need to log in or create an account to access the archived recording of the webinar, "Demonstrating the Return on Investment: The Library’s Role and Contribution." Please do not share access information beyond members of the USMAI Library Consortium.

Use links at right to register for upcoming NISO events or access archived recordings of previous ones.

NEXT UPNISO Change Management Webinar Series

In response to new challenges and opportunities facing libraries as a result of the COVID-19 pandemic, NISO decided to revamp its webinar offerings for the rest of the year.

You can now register to attend any or all of the webinars in the new NISO Change Management Webinar Series

Free registration for these webinars is a benefit of USMAI membership. Please note that registration is available to anyone working at a USMAI library.

Descriptions of the upcoming webinars are below:

The Information Community Adapts

11:00 - 12:30 | Wednesday, October 14, 2020 

In the early months of the pandemic, institutions and organizations were forced to make rapid decisions about whether to close, whether or when to re-open, which parts of normal operations might be managed remotely and which would simply have to be dispensed with. Some organizations had emergency preparedness plans that enabled them to adapt swiftly, but others had to become agile as a day-by-day learning experience. The Roundtable Discussion format will bring together stakeholders from across the information community to discuss the decision-making processes they and their organizations used to deal with the pandemic, and the key factors that enabled them to successfully react and adapt to the uncertainty.

Descriptions of the Event Sessions are available on the NISO website.

Supporting The Workforce

11:00 - 12:30 | Wednesday, October 21, 2020 

During the months of full and partial lockdown, organizations have had to support their workforce in a variety of ways. Budgets have been revisited. Equipment has been provided and deployed to enable staff to work remotely. And, importantly, working practices — including meetings, staff management, deliverables, and more — have had to change, often significantly What has the impact been on information workflows and internal systems? How did institutions and organizations in our community work to mitigate some of the significant challenges experienced by their workforce? In this webinar we will hear from information industry professionals about how they and their organizations supported the people in their workforce and what they learned they could do to support them.

Descriptions of the Event Sessions are available on the NISO website.

Delivering Services in a Pandemic

11:00 - 12:30 | Wednesday, October 28, 2020 

Whether working remotely, on-site or in some hybrid form, information organizations and institutions found that many basic services had to be managed and delivered in new and different forms. From providing remote support to customers, to delivering seamless online access to content, to meeting the needs of scattered students and faculty, everyone’s workflows had to be adapted. Standard access services that are normally taken for granted had to be rethought. This webinar will address what these changes meant for all those who provide information services of any sort. 

Descriptions of the Event Sessions are available on the NISO website.

Team Building

11:00 - 12:30 | Wednesday, November 18, 2020

Over the past few months, everyone has had to become accustomed to meeting in virtual environments, as well as mastering other technologies that allow us to continue to work together collaboratively — within and outside our organizations. This roundtable discussion will address both the fun side of learning new ways of working together and the deeper issues of setting expectations, accommodating different requirements, and identifying the constraints that made clear where boundaries would be needed.

Descriptions of the Event Sessions are available on the NISO website.

Rethinking Spaces

11:00 - 12:30 | Wednesday, December 9, 2020

Some organizations and institutions in the information community have now started to return to a form of face-to-face operations, requiring even more planning and adaptation on their part in order to safely bring their workforce back to an office setting. How can available spaces be re-allocated in order to accommodate social distancing? Where are plexiglass shields needed? How many workers could or should continue to work remotely and how many will only be in the office part-time? This discussion will look beyond narrow issues such as managing shelving or foot traffic, to focus on how we need to rethink the functional space and shared environments of 21st century knowledge workers.

Descriptions of the Event Sessions are available on the NISO website.

Moving into the Future

11:00 - 12:30 | Wednesday, December 16, 2020

The impact felt by institutions and organizations in this pandemic — past, present, and future — is impossible to evaluate. In less than a year, the information community has already seen both their budgets and their workforce cut. How do we move forward? How do we plan ahead for the short and longer time frames? All information organizations must re-evaluate their mission, their offerings, and their strategies in order to continue to thrive. In this final webinar of the series, roundtable participants will look to the future. They will discuss how they and their organizations are navigating the changes, and the additional adaptations that may be required or made possible as we start to think about a post-COVID world. We’re living through a pandemic, one that has caused acceleration in community shifts that were already unfolding. How do NISO members and the broader information community navigate those changes and make the most of this opportunity to shape a better future?

Descriptions of the Event Sessions are available on the NISO website.


Archived recordings of past NISO webinars are available to USMAI members. Log in or create an account to view.

The "Collections (Current)" and "BIBs and HOLs (Current)" reporting topics have been refreshed with data that is current as of September 1. All reports run in the Reporting Environment will now include the refreshed data set.

The next data refresh will take place in early October.

Visit the Data Warehouse web page and read the Data Warehouse Reporting Environment User Guide to learn more about the Data Warehouse and running your own reports.

The USMAI Library Consortium is sponsoring group registrations for several webinars and virtual conferences in September. Unless otherwise stated, we have multiple logins that we can distribute to staff at USMAI member libraries. For details on the distribution of logins for an event, please click "Request One Here."  Clicking the link will take you to the Eventbrite page for the event. 

Access information for archived recordings of these events will be made available to staff at USMAI member libraries after the event.

Demonstrating the Return On Investment: The Library’s Role and Contribution 

UPDATE: Click the link above to access a recording of the event. (9/11/2020)

1:00 - 2:30 | Wednesday, September 9, 2020

Logins Available for Staff at Registered Libraries

Registered Libraries: BSU, LNDL, MSU, TU, UB, UMCP, UMGC

Privacy in the Age of Surveillance: Everyone's Concern

12:00 - 4:00 | Wednesday, September 16, 2020

Logins Available for Staff at Registered Libraries (Request One Here)

Registered Libraries: HS/HSL, LNDL, TU, UMCP, UMGC

NISO Humanities Roundtable 2020

1:00 - 2:30 | Wednesday, September 23, 2020

Logins Available (Request One Here)

Free access to NISO webinars and virtual conferences is a benefit of USMAI membership.

You will need to log in or create an account to access the archived recording of the virtual conference, "Transforming Search: What the Information Community Can and Should Build." Please do not share access information beyond members of the USMAI Library Consortium.

Use links at right to register for upcoming NISO events or access archived recordings of previous ones.

NEXT UPDemonstrating the Return On Investment: The Library’s Role and Contribution

July Edition of "DigiStew"

"Stew of the Month" Provides Regular Updates on CLAS's Activities

DigiStew is the monthly blog for the Digital Services & Technologies (DST) division at the University of Maryland, College Park (UMCP). The Consortial Library Applications Support (CLAS) team is housed at UMCP and is its own department within DST.

The "Stew of the Month" provides regular updates on CLAS's activities.

Stew of the Month: July, 2020

The following is excerpted from the most recent edition of DigiStew:


The CLAS team responded to 79 Aleph Rx submissions and 21 e-resource requests from across the consortium’s libraries in July.

COVID-19 Support

CLAS continues to be available to respond to your support requests.

Preparing for Reopenings

We continue to work with USMAI libraries as they begin to make their library collections available again. In July, three member libraries reopened access to their collections using curbside pickup or other special procedures. A few other libraries are set up in Aleph TEST and awaiting testing/review before “going live”. Other USMAI libraries who are planning to reopen access to their collections should review “Aleph Configurations for Reopening Scenarios” and put your request in early; reconfiguring Aleph to accomplish your goals does take some time, and you’ll want to do some testing first.

OPAC Redesign for Accessibility (ORA)

Changes for the redesign of the Aleph OPAC were released in the Aleph TEST OPAC on July 21st. The release in the Aleph LIVE OPAC is planned for Thursday, August 13th. The ORA project’s goals are to improve the accessibility of the OPAC and modernize the user interface. More details can be found in the USMAI Member Portal blog post about the project and its release schedule.

Marcive Authority Control Service Implementation

Significant progress was made on the implementation of Marcive’s Authority Control Service in July. CLAS developers modified the programs that extract and load records from/in Aleph. A full extract of records in Aleph was sent to Marcive for processing. We have received back a sample set, which is currently being reviewed by volunteers from USMAI libraries. The review will be completed on August 7th, at which point feedback on any issues will be sent to Marcive. Once Marcive resolved any issues, they will provide a full set of processed records to load in Aleph. From that point on, new records will be sent monthly for processing. The Marcive service will improve the quality of USMAI’s bibliographic records, creating a better discovery experience for patrons of USMAI libraries.

Two-Part Webinar Series Covers OER and OA Monographs

Free access to NISO webinars and virtual conferences is a benefit of USMAI membership.

You will need to log in or create an account to access the archived recordings of the webinars, "By Faculty and For Students" and "Open Access Monographs." Please do not share access information beyond members of the USMAI Library Consortium.

Use links at right to register for upcoming NISO events or access archived recordings of previous ones.

NEXT UP: Transforming Search: What the Information Community Can and Should Build

The "Collections (Current)" and "BIBs and HOLs (Current)" reporting topics have been refreshed with data that is current as of August 1. All reports run in the Reporting Environment will now include the refreshed data set.

The next data refresh will take place in early September.

Did you see our July announcement? The Data Warehouse Reporting Environment has an updated interface and now includes snapshots of EZproxy session counts.

Visit the Data Warehouse web page and read the Data Warehouse Reporting Environment User Guide to learn more about the Data Warehouse and running your own reports.

June Edition of "DigiStew"

"Stew of the Month" Provides Regular Updates on CLAS's Activities

DigiStew is the monthly blog for the Digital Services & Technologies (DST) division at the University of Maryland, College Park (UMCP). The Consortial Library Applications Support (CLAS) team is housed at UMCP and is its own department within DST.

The "Stew of the Month" provides regular updates on CLAS's activities.



Stew of the Month: June, 2020

The following is excerpted from the most recent edition of DigiStew:


The CLAS team responded to 69 Aleph Rx submissions and 10 e-resource requests from across the consortium’s libraries in May.

COVID-19 Support

Even though CLAS is working remotely, we continue to be available to respond to your support requests.

Preparing for Reopenings

Much of our support work in June was dedicated to determine how best to configure Aleph to meet the needs of USMAI libraries as they begin to plan various phases of re-enabling access to their physical collections. Basically, we’re asking Aleph to do the opposite of what we set it up to do! This requires a degree of coordination and uniformity to the ways in which Aleph is configured for each library. To that end, we have created a set of standardized statuses that libraries can use as they make their reopening plans. We believe these provide a good deal of flexibility for libraries to accomplish their reopening goals without having unintended consequences for other USMAI libraries.

(Note: The Council of Library Directors (CLD) approved CLAS's Aleph Configurations for Reopening Scenarios at its June meeting.)

EZproxy Now in Data Warehouse!

In case you missed it, there is a new reporting topic in the Data Warehouse. The “EZproxy Sessions Snapshot” reporting topic is now available. Read more about this new reporting topic and the reporting environment’s new UI on the Portal blog.

OPAC Redesign for Accessibility is Coming to Aleph TEST

The initial set of changes to improve the OPAC’s accessibility and modernize the user interface are nearing completion. In July we will be working to deploy this in Aleph TEST for staff to review in preparation for updating the Aleph LIVE OPAC.

(Note: See related blog post, OPAC Design Changes Scheduled for Aleph TEST and LIVE.)

Marcive Authority Control Service Implementation

Preparations to implement the new authority control service are underway with the majority of the work expected to happen in July and August. Linda Seguin has been working with the MS to arrange testing/review by the USMAI cataloging community once we receive the backfile of processed records. We expect to send the backfile in mid-July. As part of this project, we will be refreshing the Aleph TEST database.