Alma Community Zone Collaboration and Automation. Dana Sharvit Product Manager

Alma Community Zone Collaboration and Automation Dana Sharvit Product Manager

KEY TOPICS 1 2 3 4 Community Zone Descriptive Records CZ Management Group Sneak Peek to Knowledge Base Contribution Automatic Upload of Electronic Holdings 2015 Ex Libris Confidential & Proprietary 2

Community Zone Descriptive Records 2015 Ex Libris Confidential & Proprietary 3

Our Goal Good quality descriptive records in the Community Zone Catalog

How Do We Get Their? Collaboration with Vendors Community Contribution

Collaboration with Vendors

Bibliographic Contribution Contribution of bibliographic records released in February Community Zone is open for editing bibliographic records for all customers

Bibliographic Contribution

FAQ Bibliographic Contribution What happens to manual edits if an improved vendor record is acquired by ExL and loaded? Vendor record will be merged with the CZ record This is examined on a vendor by vendor case

FAQ Bibliographic Contribution Do manual edits remove a record from the update cycle? No

FAQ Bibliographic Contribution Are manual edits marked so that they're retained when an update is received? Potentially manual edits can be overwritten by vendor record (on a case by case)

Community Zone Advisory Recommendation Community Zone Advisory Recommendations published September 2014 Contribution at the heart of the recommended guidelines

Community Zone Advisory Recommendation Ex Libris is working with the PWG to form the Community Zone Management group enforcing the Community Zone advisory guidelines

CZ Management Group Charge Develop a plan for analyzing batch-loaded records from vendors or other sources to establish merge rules, including determination of primary source for correction, i.e. in the CZ or other sourcing such as CONSER Explore feasibility of working with publishers upstream for delivering fuller and better quality metadata. Establish editing guidelines for community catalog records that will adjust and expand the standards in the initial Alma Community Catalog Document and serve as a resource for the Alma community to address misunderstandings or disagreements regarding the editing of CZ metadata.

CZ Management Group Charge (cont.) Establish communication channel with Alma users and between users and Ex Libris, particularly in the event of the addition of incorrect data to the CZ. Advise Ex Libris on matters concerning authority records and functionality in the CZ and beyond. Initiate a system to suggest specific improvements and adjustments to Ex Libris on a formal, regular basis and work closely with Ex Libris on planning improvements and changes to the community zone.

CZ Management Group Members Steve Shadle, University of Washington Stacie Traill, University of Minnesota John Butera, Swinburne University Unni Knutsen, Universitetet i Oslo Three more members yet to be drafted

Contribution to Community Zone Knowledge Base Sneak Peek 2015 Ex Libris Confidential & Proprietary 18

Contribution to Community Zone Knowledge Base Alma Community Zone will be opened to contribution of Knowledge Base entities Electronic Collections Electronic Portfolios

Portfolio Contribution Alma customers that encounter wrong information on the portfolio level can correct the information and share the correction with the entire community Alma customers can contribute new portfolios. Initially, limited to MISC electronic collections

Portfolio Contribution

FAQ Portfolio Contribution Why is portfolio contribution limited to MISC electronic collection? Answer: In the future we will consider opening it to other collections, currently non MISC collections are governed by the Ex Libris data services

Electronic Collection Contribution Collections contributed to the Community Zone can represent packages or databases, including: Bibliographic record describing the collection All relevant portfolios that can be acquired as part of the collection Full descriptive record for each portfolio Linking information for each portfolio

Electronic Collection Contribution Collection representing databases, including: Collection level record Bibliographic record describing the collection Link to the native interface

Electronic Collection Contribution Once a collection has been submitted it will be reviewed by Ex Libris Data Services. Review results can be: Contribution approved Contribution rejected More information is required The submitter is fully responsible for updating the collection.

Electronic Collection Contribution

Collaboration by Contribution Summary Community Zone is open for editing bibliographic records for all customers [February release] Community Zone will be opened to contribution of Electronic Portfolios [May Release] Community Zone will be opened to contribution of Electronic Collections [June/July Releases]

Automation of Electronic holdings 2015 Ex Libris Confidential & Proprietary 33

Automation of Electronic Holdings Automatic feeds from different vendors for library's specific electronic holdings, including: New titles Deleted Titles Coverage updates Reduces manual intervention needed for keeping electronic collection holdings up to date Starting with Elsevier, Alma will provide the ability to update library's specific holdings with Elsevier collections

Dana.Sharvit@exlibrisgroup.com