Author: Laura Costello

  • Ex Libris Implementation Team Update: March 2021

    As we approach the anniversary of the COVID-19 pandemic and our move to online instruction, we are taking a moment to reflect on the past year in reserves. Throughout this year, we have made the leap from primarily physical reserves to a fully digital workflow that is solidly grounded in Alma processes and provided to users through Leganto. This effort included almost everyone in the libraries and was possible only through the hard work of our reserves units, public-facing staff and librarians, directors, and nearly every central unit.

    Over the summer, Cabinet approved the Redesigning Reserves proposal to begin this transition. A few highlights from the completed work on this proposal include:

    • Modifying reserves workflows to make use of new metadata fields in Alma to manage evolving reading list and citation statuses added through Leganto
    • Moving and suppressing physical reserves items and the implementation of a chapter scanning workflow in QuickSearch to provide access to portions of these materials to users
    • Adding the Reading Lists tool to the default course shell in Canvas and integrating a Canvas course load into Alma to facilitate the connection between these two systems
    • Developing a focus group centered on improving fulfillment workflow processes, which reviewed the course reserves workflows and suggested modifications to improve efficiency and user experience
    • Forming a copyright queue to address internal course reserves copyright approvals
    • Changing the reserve workflow to center user communications in the local units and include liaisons and selectors at the correct points in the process
    • Sunsetting the course reserves scope, which was centered around print reserves discovery, in favor of the reading lists tool and the Leganto Search, which includes reserves materials in all formats

    While we are now successfully providing fully digital reserves for instructors and students, there are still ongoing changes. Some projects in process include:

    • The Fulfillment Working Group and volunteer reserves units from Camden, Newark, and New Brunswick Douglass are testing a new reports strategy in Alma to help reserves units manage reading list and citation statuses.
    • The Instructional Support Group is working on developing new documentation to help instructors create and populate their own reading lists and roll over their existing reading lists each semester to new courses.
    • The Alma Digital Steering Group is creating an outline for how we might implement Alma Digital. This tool would change the reserves process in several important ways including integrated digitization processes, a move away from local server storage for reserves materials, the opportunity to review our reserves content for accessibility, and the potential to provide controlled digital lending.
    • Cabinet will be reviewing a proposal focusing on student usage data collection in Leganto.

    Thanks to all the work across the organization on reserves this year, we have not only successfully transitioned the course reserves process to digital instruction, but have improved on it in many significant ways. Though this was a year full of uncertainty and change, we have been able to build new connections across Rutgers and continue our mission to support teaching and learning through course reserves.

  • Ex Libris Implementation Team Update – September 2020

    The HathiTrust Emergency Temporary Access Service (ETAS) provides digital access to a significant portion of our titles held in print during temporary and involuntary disruptions to normal library collections services. The COVID-19 pandemic has changed how patrons access and use library collections; to align with state recommendations and promote public safety in our library spaces, users are currently unable to freely browse and borrow from our physical collections. These restrictions allow us to offer a digital replacement for our print copies from the HathiTrust repository. Access to these titles is based on our print holdings and because the digital access offered by HathiTrust is provided in lieu of our print items, we cannot circulate both “copies” simultaneously to comply with copyright. For this reason, personal delivery and click and collect request options are not available for items with full text electronic access.

    Compliance with copyright also informs some of the features of the HathiTrust ETAS reading experience. Users must “check out” the digital copy for a short period of time to access. This provides a controlled experience that restricts the number of simultaneous users. When users are done browsing the item, they have the option to return the item right away to free it up for other users or to retain the checkout for a period of time. The material will automatically renew during active use and expire after 12 hours of inactivity. After an hour of inactivity, the title becomes eligible for new checkouts but will continue to default to the initial user if there are no checkout requests from other users. Users cannot print or download from materials held in the HathiTrust ETAS, but these items are eligible for chapter scanning and interlibrary loan.

    HathiTrust ETAS provides safe and immediate access to many of our print titles during our temporary service disruptions. Rutgers is periodically reevaluated for access to the HathiTrust ETAS and we will no longer be eligible for this service once users are able to freely access services and collections.

    HathiTrust provides detailed information about the ETAS on their website (https://www.hathitrust.org/ETAS-Description) including an information page that is specifically aimed at user questions (https://www.hathitrust.org/ETAS-User-Information#FAQ).

  • Ex Libris Implementation Project Update – March 2019

    quicksearch logoThis month, the Ex Libris Implementation Team welcomed back Megan Drake from Ex Libris for our follow up to the six-month health check. Following two days of meeting with representatives from various Ex Libris working groups, Megan provided some very actionable suggestions for improving our processes and making our workflow more efficient in Alma. The team is working hard to integrate her suggestions into our processes.

    Leganto Implementation

    This month also marked the kickoff of the Ex Libris Leganto project. Leganto is a course reserves platform that is integrated with both Alma and the course management systems we support at Rutgers, like Canvas, Sakai, Moodle, and Blackboard. This product will give instructors more control over developing their course reserves lists and put the power of the library directly in their course space to help them provide electronic resources and streaming video from our subscriptions, and realtime catalog information for physical reserves.

    Because faculty members are able to create their own course reading lists, Leganto will enable us to increase our course reserves services without creating additional work for reserves management in access services. Students will be able to access course reserves directly from their course management system on any device and Leganto will help faculty select clean pdfs from our subscription databases rather than scans of readings. The system also provides robust analytics and encourages faculty to use materials from within our subscription databases for course reserves, providing us with a more accurate understanding of usage. Ex Libris provides a good overview of the product in this video demo.

    Ex Libris expects that our implementation process will take 12 weeks and the team plans to conduct a pilot with several courses during the summer with an official launch in Fall 2019. Faculty engagement is important for the success of Leganto, so expect to hear soon from your campus Leganto Team representative about communication strategies and training.

  • Ex Libris Implementation Project Update – January 2019

    quicksearch logoAs we move into spring semester, the Ex Libris Implementation Team is working towards optimizing our workflows and resolving remaining issues in the systems. We passed a major milestone in December with the end of our subscription to Symphony. Integrated Information Systems (IIS) has archived our data and will make it available on request. The Ex Libris Fulfillment Team has also transformed in the New Year and will continue in a new form as the Fulfillment Working Group, addressing central coordination for systems and processes for access services. The Ex Libris Implementation Team moved to a new schedule and will be meeting every other week during spring semester as we address the remaining implementation issues. Some other updates from our work include:

    Updates to QuickSearch

    We made several updates to QuickSearch in early January based on feedback from user testing and from system enhancements provided by Ex Libris. These updates include direct linking through Get it @ R, increased clarity in the display of some menus and options, and search improvements.

    Six-Month Health Check

    Megan Drake, a representative from Ex Libris, visited onsite in January to review workflows and address system issues. Representatives from each working group brought lingering problems for review and Megan suggested alternative strategies and optimizations that will help improve efficiency in Alma.

    Analytics Training for Selectors

    We held our first analytics training session for selectors on January 7. This active training session focused on learning the analytics platform and testing queries related to circulation and fund information. Future sessions are planned for 1–3 p.m. on January 17 and January 22 in New Brunswick and via WebEx and 9–11 a.m. on January 18 in Newark. Prior registration is not necessary, but if you have questions, please contact Laura Costello.

    Ex Libris Identity Service

    At the end of January, Ex Libris will debut an identity management service that will improve security for our barcode and password users. New security standards will ensure better privacy protection and users will be able to change their own password and retrieve a lost password via “My Account.” This update will not impact our users that authenticate via NetID.