Alma Working Group meeting Tuesday 24 th April 2018 NHS Education - - PowerPoint PPT Presentation

Alma Working Group meeting

Tuesday 24th April 2018

NHS Education for Scotland

• Review recent developments in Alma
• Discuss what is important to you
• Prioritise key areas for additional

development in Alma

Aims of the meeting

NHS Education for Scotland

• Migration of The State Hospital’s

collection into Alma

• The Central Legal Office is joining Alma
• Alma training
• Classic version of Alma UI switched off in

January

What has been happening since we last met…

NHS Education for Scotland

• Priorities

– Resource sharing peer support group – Merge and de-duplicate records in Alma – Explore options for improving how Alma selects libraries for internal requests – Review and improve print journal records and ebook records. – Support for library staff with stocktaking What has been happening since we last met…

NHS Education for Scotland

• Configuration changes

– Resource sharing requests rules have changed from a limit of 25 concurrent requests to an annual limit of 100 requests. – Courtesy emails, notifying when patrons are required to return loans will now be sent out 4 days in advance. – The 856 MARC field has been removed from print journals in Alma. – Auto-renewals have been switched off for all Alma libraries

What has been happening since we last met…

NHS Education for Scotland

Questions?

Physical journal holdings & the SHINE Union List

Background

Shine Union List Physical Archive project

Spreadsheet holdings

Shelcat, Alma/Primo

The Future

Alma/Primo chosen to host the UL Incorporate non-NHS holdings Benefits

Holdings easier to find, use, share Make better use of our resources

The Plan

Records of physical holdings need to be up to date Alma/Primo needs to reflect this Ongoing maintenance

NHS Education for Scotland

Phase 1 – NHS libraries

• Provide support with tidying up print journal records
• Provide guidance for the network in using Alma/Primo to

make requests for articles from print journals

Phase 2 – Non-NHS libraries

• Explore options to create a search profile of non-NHS

libraries in Alma

• Set up resource sharing to make requests from

non-NHS libraries

• Explore options for non-NHS libraries to make

requests for NHS articles.

Support from NES

NHS Education for Scotland

For the group discussion on Alma Analytics, please review the Alma Analytics training guide and consider the following questions: 1. Do you currently subscribe to receive monthly reports by email and/or access the reports from the Analytics menu in Alma? If so, which ones? 2. What do you use them for, e.g. reporting to senior management, purchasing decisions, user management decisions, etc.? 3. What reports are most useful to you? 4. How could these reports be improved? 5. Do you require additional reports? If so, what? 6. Any other comments, questions for the group?

Alma Analytics: group discussion

NHS Education for Scotland

Group 1 Grant Donaghy June MacLeod Charis Miller Mari Porter Moira Mitchell Derek (F) Group 2 Charlotte Boulnois Clare Scanlan Dianne Mitchell Lynne Speirs Marie Smith Zena (F)

Groups

Group 3

Chloe Stewart Christine Gallagher Julia Green Rebecca N. Hart George Dougary Ann (F)

NHS Education for Scotland

Charlotte Boulnois NHS Greater Glasgow & Clyde

Alma and Reading Lists

Reading lists on Alma/Primo

Charlotte Boulnois

Reading lists

• What sort of reading lists?
• Why would you want to add them?
• How simple is it?
• What does it look like?
• What does the user see?
• When not to use them?

What sort of reading lists

• Can be anything

– Course reading lists – including University – New book lists – Highlighting areas of interest

• Can only include books that are already on

Alma

Why would you want to add them?

• Makes it easier for users
• Makes it easier for staff – especially if you

have a number of users doing the same course

• Highlights areas of your stock – either that

users might not know you have (new books)

• r are undersused

How simple is it

• A bit of a faff to begin with – but actually quite

simple

• Guidance is being produced
• You have to set up a course first and then add

in a Reading List

First go into Fulfilment and you’ll see “Course Reserves”. The click on “Courses”

We’ve tried it out with a UK wide Royal College reading list, a UWS course list and a new books list

Each reading list is attached to a course – you first set up the course parameters. The course has to be given a unique code and standardised formats are in the process

• f being developed.

You also need a “Processing Department” i.e. a library name to “own” the reading list

Once a course has been set up you can then look at adding in a reading list to attach to it.

This is where the course code comes in – it’s added to the reading list. They must be the same Once this is all set up you can go ahead and find, then add in the books for your list

There are a few more steps to adding in a citation – which is covered in the guidance – but at the end you should have a list of books which have been assigned to a reading list

You can add in all the copies of the title to the list or just the ones held by your Health Board. However, this will effect the title of your reading list as users will need to know if it only includes items from your library. In this reading list I’ve included holdings from other Health Boards

What does the user see?

The user can search by the name of the reading list, but that is unlikely. However, you can create a unique jumplink to the reading list that can then be circulated

https://nhs-scot-primo.hosted.exlibrisgroup.com/primo- explore/search?query=lsr32%2Cexact%2C(NHSS)RLUWSNonmedprescrib%2CAND&tab=default_tab&search_s cope=default_scope&sortby=date&vid=44NHSS_VU1&mode=advanced&offset=0

The user is then taken to the details of the books on the reading list. So whilst there may be many other titles on the subject, they are just presented with the ones that they need.

The link to the reading list is also at the end of each record, so if a user finds it by accident, they can jump to the other titles

We are looking at having a facet on the left of Library Search, so that Reading Lists can be easier to find

When not to use them

• Still new so working out best use.
• Are they the best way for new books lists?
• If the reading list has a lot of articles and non-

book material then this is not much use

Questions?

NHS Education for Scotland

Group discussion on Alma training materials. Review the Alma training community website and consider the following questions: 1. Think about a recent time when you have required some help or had a question(s) for colleagues/user support. Was this question answered in the training materials? 2. What guidance do you find most/least useful? 3. Have you re-used any of these guides in your own training, support, etc. 4. What is missing? This could include user guides, instructions within guides, e.g. how to do a specific function, format of materials, e.g. paper copies, slides, AV, etc. 5. Any other comments, questions for the group?

Alma training: group discussion

NHS Education for Scotland

Group 1 Grant Donaghy June MacLeod Charis Miller Mari Porter Moira Mitchell Derek (F) Group 2 Charlotte Boulnois Clare Scanlan Dianne Mitchell Lynne Speirs Marie Smith Zena (F)

Groups

Group 3

Chloe Stewart Christine Gallagher Julia Green Rebecca N. Hart George Dougary Ann (F)

NHS Education for Scotland

What we think are the priority areas for development… Current/future activities:

• SHINE Union List and tidying up print journals
• GDPR and changes to the Open Athens user registration form
• Notifications
• Ongoing priorities, e.g. data tidying, resource sharing peer support
• Ongoing backlog of activities, e.g. reviewing user guidance, configuration

changes

• Anything else?

Alma: what next?

NHS Education for Scotland

• Write up notes and share feedback
• Highlight priority areas of work and invite feedback
• Continue to provide monthly updates
• Contact knowledge@nes.scot.nhs.uk and colleagues

directly at alma@k2anetwork.simplelists.com

• Next meeting on 6th September 2018
• AOB?

Next steps