The Agenda - Faculty and Staff Newsletter

Category: Universitywide

  • Ex Libris Implementation Team Update – January 2021

    The new SOAR platform improves the capture and discovery of Rutgers research outputs.

    The new SOAR research portal, powered by Esploro, is now live and can be accessed at soar.libraries.rutgers.edu. Esploro helps advance SOAR’s mission to promote Rutgers scholarship by improving and extending our ability to collect and manage institutional research outputs.

    Benefits of the new platform include:

    • Simple, streamlined deposit of research outputs
    • Integrated workflows for reviewing, approving, and managing deposits
    • Support for over 50 resource types including articles, book chapters, conference proceedings, presentations, datasets, and creative works
    • Automated capture of metadata from major scholarly publishers and indexes
    • Automatic DOI registration for persistent identification and access
    • Powerful analytics for tracking and measuring research impact
    • A robust global infrastructure to ensure reliable and continuous availability

    Additional enhancements are planned over the course of the next year that will further augment SOAR’s ability to capture publication data and provide a richer, more comprehensive picture of research activity at the university.

    Please help us spread the word about SOAR to the Rutgers community. To facilitate this process, an outreach toolkit has been prepared and is available for download on the Staff Resources website at staff.libraries.rutgers.edu/communications/soar-esploro-outreach-materials. Inside, you will find resources including an email template, slide deck, flyers, known issues list, and other materials to help you communicate this change to your local users and stakeholders. For a brief introduction, watch Getting Started with SOAR.

    Please note that all previously deposited assets have been migrated to the new platform and remain accessible via their assigned DOI. The following services previously offered through SOAR have been discontinued:

    • “My Bibliography Link” – a shareable link to your personal collection of deposited works in SOAR
    • “Faculty Survey Portal” – a custom portal allowing researchers to search your collection of works in SOAR

    Last, but not least, I’d like to acknowledge the tireless work and dedication of the Esploro Working Group for getting this project off the ground (Kalaivani Ananthan, Marty Barnett, Abbey DiPaolo, Rhonda Marker, Chad Mills, and Geoffrey Wood) as well as the various colleagues who provided guidance and support along the way (Laura Mullen, Yingting Zhang, Amy Kimura, Sam McDonald, Dave Hoover, and Matt Badessa).

    Please take some time to check out the new SOAR site and send any questions or comments to soar@rutgers.libanswers.com.

  • University Librarian’s Report – January 2021

    Welcome back, everyone—I hope you all had a restful winter break and are feeling energized and ready to tackle the challenges of a new semester.

    Before we look forward to what the new year has in store, I wanted to take one last opportunity to thank you for all your excellent work in 2020. If you haven’t yet had a chance to do so, I’d like to encourage you to review our 2020 annual report. While the items collected there only begin to scratch the surface of what we took on in the last year, they do serve as a reminder of how we were able to rise to the challenges that were presented to us—particularly in light of the pandemic and all of the changes that it necessitated to the ways in which we work. I know that when the university looks back on this unique moment in its history, the Libraries will be remembered as a key contributor in the transition to online education and as an essential component in the successful continuation of research and teaching despite the turbulent times—so we should take pride in what we were able to accomplish on behalf of the Rutgers community and in support of the university’s mission.

    Turning the page on 2020, there is plenty more exciting work coming down the pike in 2021. As you know, last week we launched our revamped SOAR website, built on the infrastructure provided by Ex Libris’s Esploro product. While additional enhancements are planned over the course of the year to come, you can begin working with your departments to bring them up to speed on the changes. To that end, a toolkit of materials has been developed to support your outreach, so I hope you will take advantage of it and help raise awareness about this important service we provide to the university community.

    Changes are also well underway in our transition to Leganto for course reserves and our overall reimagining of course reserves workflows. Earlier this week, the course reserves scope in QuickSearch was formally removed and changes were made to our website reflecting this change. In addition to these more technical elements, we are moving in a direction with our overall course reserves strategy that will be more collaborative and better leverage the expertise of our subject specialists. I know that there may be some discomfort as we adjust to new workflows and processes in this area, but we should be encouraged that ultimately, we are making these changes to provide a more streamlined, consistent, and convenient experience to all our users. As we move forward with our explorations of tools like Alma Digital and Rapido, we should also remember that a user-centered philosophy is one of our core principles as an organization, and doing what we can to advance and uphold this ideal will always be a worthy endeavor—even if it challenges us to step outside our comfort zones temporarily as we adjust to changes in our day-to-day work.

    Finally, I’d like to touch on our ongoing website redesign. We have entered an exciting phase of the project as design elements are being approved and our partners at NewCity move into the front-end development work that will bring life to the layouts. In the coming weeks, we will also start turning our attention to content development and governance modeling. There is too much to go over in detail here, so I will encourage you to save the date for next Wednesday, January 27 at 4:00 p.m., when project co-leads Amy Kimura and Antonio Barrera will be leading a Central Forum to provide an update on the website redesign. I hope you will plan to join us then and bring any questions you may have.

    Again, these are just a few snapshots from among all the good work that is going on across the Libraries, but I hope they will serve as sufficient indication that we have plenty to be excited for heading into the new year. Thanks for everything you are doing, and I can’t wait to see what we will accomplish together in 2021.

  • An Evening with LIS Students

    As the editor of a peer-reviewed scholarly journal, I interact with many people. I work closely with potential authors during the review and publication process, and often keep in touch with some of them after their papers have been published. This was the case with Dr. Keren Dali, whose paper I accepted for publication (see Keren Dali and Leah K. Brochu, “The Right to Listen: A Not So Simple Matter of Audiobooks,” Library Resources and Technical Services volume 64, no. 3 [2020]). Keren and I bonded over some mutual interests. She recently invited me to speak to the students in her Collection Management Course, which is offered by the Research Methods and Information Science Department of the Morgridge College of Education at the University of Denver. In her email invitation to me, Keren wrote, “This is a class on the selection and weeding of library materials, as well as related policies and HR procedures. It would be great if students could hear from a high-level manager in one of the top research academic libraries in the country.” Resource description and technical services work, particularly weeding and transfer projects, are important aspects of collection development and management and I was flattered to have been asked to discuss my work. When I was in graduate school, I found it beneficial to hear firsthand from practitioners about their work and experiences.

    I’ve spoken to LIS classes before, and this was the first time I did it via Zoom. Pre-pandemic, I would’ve still needed to use videconferencing to speak to a class in Denver. The difference this time is that everyone participated via Zoom. I’ve become used to participating in meetings, conferences and webinars remotely. Keren’s class was small (14 students) and was a good size for discussion.

    The evening was an informal, freely flowing discussion instead of a lecture. I was asked about my personal trajectory into librarianship, specifically academic librarianship. I discussed how I chose technical services librarianship (which actually wasn’t my first choice) and my experience managing a busy department in a large academic library. I truly enjoy the complexities of resource description and like that my work provides the infrastructure to enable my public services colleagues to successfully deliver reference service and to teach courses. It also gives our users the ability to find and select the resources they need.

    Not surprisingly, the conversation touched on how our normal operations have changed due to COVID-19 and what implications it has had for collections and organizational processes. I described the challenges and successes of transitioning our cataloging operation to function remotely. That included making sure everyone had the equipment and access to the necessary technology to do their work. Fortunately, the cataloging resources we use (Classification Web, RDA Toolkit, Connexion) are all available remotely, and Alma is cloud based. Using WebEx for meetings was new for some of my staff, as was accessing files via Box. We developed a work plan before we began working remotely that specified who would do what work, which helped immensely with the transition to remote. Additionally, I noted that Rutgers, like many other research libraries, is using HathiTrust’s Emergency Temporary Access Services (ETAS), and also offering services like Click and Collect and home delivery to meet the needs of our users.

    Questions that I was asked included how my work at Rutgers informs my work as the editor of Library Resources and Technical Services (great question!). The two are closely related, and my professional experience and knowledge come into play when I provide authors with feedback on their manuscripts. I’m aware of trends, past and present, that have a bearing on technical services work.

    The importance of belonging to a professional organization (very important) was another question posed to me. I emphasized the benefits of sharing your expertise, as well as acquiring new expertise and gaining professional contacts. Although many conferences this year were virtual and a trend that may likely continue due to the benefits such as holding down costs and reducing time out of the office, I encouraged the students to attend them to find an organization that aligns with their interests and needs.

    Librarianship has evolved so much since I was in graduate school. Remote classes weren’t even offered then. Technology is now such an important part of technical services work. Shared databases make it easier to obtain copy for the resources we catalog. Discussion lists and Facebook communities allow us to share information and resolve our problems. Speaking to a class of future library professionals was an uplifting experience. I was impressed by their enthusiasm and perceptive questions.

  • Alma Analytics Tips: Lifecycle and Status

    When creating reports in Alma Analytics, there are a couple of filters or dimensions that you should be using frequently to help you refine the figures you are reporting. Two such dimensions are Lifecycle and Status. Dimensions containing the term Lifecycle filter for records that are active or deleted and dimensions containing the term Status filter for records or transactions that are active, inactive, or contain a specific status. You should search for these terms when creating reports to determine which dimensions are available in each Analytics subject area and then use them regularly to make better reports.

    Lifecycle – The Lifecycle dimensions can be found in Analytics subject areas that provide selections on bibliographic records, such as E-Inventory, Physical Items, and Titles. For example, if you search for Lifecycle in, the Physical Items subject area, you will see Lifecycle at three levels indicating you can filter for active or deleted records at the title, holding, or item level.

    Screenshot of alma analytics showing lifecycle

    Lifecycle options typically are:

    1. Deleted – record has been deleted
    2. In Repository – record has not been deleted

    Status – The Status dimensions are found in almost any Analytics subject area and store the status of the record or transaction such as Item in place or Item not in place, active or inactive, active or completed. There are a variety of statuses related to each subject area and Analytics users should examine them, review the options, and determine whether selections are needed in these dimensions. Some of the more frequently used statuses are:

    1. Loan Status – use this to filter on items actively on loan or not. This dimension is found in the Fulfillment and Fines and Fees subject area and the options are:
      1. Active – loan is current
      2. Inactive – loan is not current
    2. Fines Fees Status – use this to filter on items with active/outstanding fines. This dimension is found in the Fines and Fees subject area and the options are:
      1. Active – fine still outstanding
      2. Closed – fine has been paid or waived
    3. User – Status – use this to filter on users who are active or not. This dimension is found in the Fulfillment, Requests, Fines and Fees, and the Users subject area and the options are:
      1. Active – user record is in Alma and is currently active
      2. Inactive – user record is in Alma but not active
      3. Deleted – user record has been deleted from Alma
    4. Request – Status – use this to filter requests by current status. This dimension is found in Requests and the options are:
      1. Active – request is active and there is an available item to fulfill it
      2. Completed – request is completed
      3. Failed – request has failed.
      4. Ready – request is active but there is no available item to fulfill it
      5. Rejected – Alma staff member canceled an active request
      6. Rejected by Library – request cancelled. The cancellation reason is Canceled at patron’s request.
      7. Rejected by Patron – request cancelled. The cancellation reason is Patron no longer interested.

    More information about dimensions like Lifecycle and Status and others that can be used in each Analytics subject area can be found here. If you have follow-up questions related to this article or need assistance creating a report in Alma Analytics please send a message to exlibris@rulhelp.rutgers.edu.

  • Website Redesign Project Update – November 2020

    The website redesign project team has completed baseline usability testing and analysis, and we’ve combined that with other research from the discovery process and are now moving into wireframing. Using the ideas generated during prototyping sessions last month with each of the local library groups, we’re developing an architecture for the site that will balance each unit’s desire for flexibility with the need for a sustainable infrastructure that provides our users with streamlined, easy access to our most popular resources.

    Over the coming weeks and months, our team will be busy reviewing wireframes and revisions from the team at NewCity. Once the wireframes are approved, we’ll go through the same process with mockups, which will incorporate more of the look and feel of the pages along with example content. The new site will be built out of components, rather than templated pages – this is a different way to think about building web pages that puts greater power in the hands of content creators and managers. It will allow for greater flexibility and easier updates than our current setup, and each unit will be able to create and maintain beautiful, useful, up-to-date pages that reflect their users’ needs. The project team will be learning about how to work with a component library during the wireframing/mockup phase, and more people will be brought in for training once the component library is fully developed and we’re building out the actual site content.

    As always, you’re welcome to reach out anytime with questions or comments. Send us an email: webservices@libraries.rutgers.edu.

  • Ex Libris Implementation Team Update – November 2020

    Alma Analytics Upgrade

    Alma Analytics will be upgraded the week of November 1. Users who want to retain their personal reports in My Folders after the upgrade will need to save a copy in the Analytics shared folder’s Migration directory by October 31. Instructions to save your reports for the upgrade can be found here.

    New Alma Layout

    Ex Libris has introduced a new layout for Alma and items such as the main menu and persistent search box have moved to new locations on the screen. The new layout is currently in a testing phase. Users who want to familiarize themselves with the new layout can toggle it on themselves by following the instructions found here. The new layout becomes the default on November 1.

    Esploro Update

    The Esploro implementation is proceeding apace. All of our research assets have now been migrated from RUcore to Esploro. Next steps will include data cleanup, system and UI configuration, staff and user training, and integration with the library website. The Esploro research portal is scheduled to be released in January 2021. The rollout will be accompanied by the creation of a new support channel in LibAnswers to answer inquiries related to using the repository, depositing works, and the open access policy.

    Chapter Delivery Button

    The Chapter Delivery button is now available on many monograph collections in QuickSearch. At a time when access is limited, the addition of button raises awareness of this service and provides our patrons with expedient access to our monograph collection. These requests are being brokered by ILLiad and filled electronically via Document Delivery.  Patrons can also continue to access the Book Chapter Request form via their ILLiad account to place requests.

    Click and Collect Statistics

    Click and Collect usage rose from an average of 211 items per week during the summer to an average of 320 items per week during the semester. The week with the most requests so far was the first week of the semester (August 31-September 6) with 368 requests completed. Graduate students are the most frequent users of Click and Collect at 48% followed by faculty and staff at 36% and undergraduates at 17%. Thanks to the work of our onsite fulfillment teams we have circulated over 3,000 items to users via Click and Collect since the program began on August 3rd.

    Fulfillment Workflow Review and Redesign

    Efforts to review and redesign workflows supporting Course Reserves, Chapter and Article Delivery, ILL, etc. have begun. High level process mapping is being completed along with preparation for the impending switch to Leganto. Meetings with each campus will be scheduled to discuss the efforts and potential new workflows in more detail. Be on the lookout for more info!

  • Serving the Post-Pandemic University

    It has been eight months since the university moved online and it is still difficult to believe that it is real. The sudden change that we experienced is gradually transitioning to a new normal, along with the insight that it is unlikely that we will ever return to the operations that we left in April. We are beginning to understand that we have the opportunity to build a future that combines the best of the past with the elements of our current environment that work well.

    In a blog post related to the pandemic, Lorcan Dempsey writes about the ways in which the pandemic is accelerating changes in library collections that previously had been slowly evolving. Dempsey discusses three pandemic effects that have contributed to this acceleration and will shape our environment going forward:

    • Budget reductions and the possibility that recovery will not come quickly
    • The rapid shift to online learning and research that most likely will only be partially reversed
    • The need for libraries to visibly and proactively align their services with the mission of the university

    As we develop strategies, it is imperative that we continue to look closely at how these pandemic effects are changing both higher education in general and Rutgers in particular, to try to discern how we use our strengths in the new environment. Some collection-related trends that I believe will be most relevant for us include:

    • The need to advance undergraduate student success. Student success is a critical element for the future of Rutgers. We have seen that—perhaps surprisingly—certain courses like traditionally large lectures can actually work better in an online format, creating more opportunities for participation and engagement than would previously be possible. We also know that students and their families are facing unprecedented financial struggles because of the pandemic, and the economic ramifications of the virus are still not even fully understood. I expect that these factors will cause the delivery of some of the undergraduate curriculum to change, even after it is safe to return to classroom settings. Accordingly, we should expand our efforts to replace traditional textbooks with open and affordable information resources. We have been successful in this area with OAT and Leganto, but we should be asking ourselves what this could mean for how we develop our collections, offer instruction, and participate in shared activities moving forward.
    • The continued erosion of the scholarly communication system. Academic libraries have worked on multiple fronts to develop new models of scholarly communication that center the researcher and the scholarship rather than the publisher. Fueled by the success of the University of California system in breaking the Big Deal, for the first time libraries are seriously considering large-scale cancellation of packages as viable option. Publishers, in collaboration with libraries, have responded with transformative license agreements that may simply shift who pays for publications without solving the underlying problem of unsustainable costs. Library budgets have also supported other forms of academic publishing. Over the past few decades, libraries have systematically reduced the number of monographs purchased from university presses, creating—for all but a few large presses—the need for substantial university subsidies. Now scholarly associations are facing a similar future. Together, these changes represent substantial shifts in the scholarly communication environment and will require responses much broader than a single library. As such, we should join our institutional partners in continuing to advocate for a sustainable and open ecosystem of publication, one that recognizes and rebalances the contributions that authors, institutions, and publishers make.
    • The rise of multiple formats. Libraries have always dealt with multiple formats, and this trend only continues to grow. In addition to print and online journals and books, we also provide access to multiple forms of audio, video, data, and other media. Print continues to be an essential part of our collections; however, the rapid shift online has exposed the costs of acquiring and managing print collections and has changed the calculations that determine what format is optimal. Moving forward, we should look carefully at how we optimize the Libraries’ collection budget to provide access to content, balancing the diverse needs of the various disciplines with overall trends and preferences toward the use of digital media.

    Taken together, I see these trends pushing us further in the direction of interdependence and collaboration among libraries. For instance, the cancellation of “Big Deals” requires unprecedented levels of collaboration and reliance on borrowing networks. Strong and established partnerships with PALCI, BTAA, and VALE position us well in this environment, as do our membership with HathiTrust and leadership in the BTAA Collective Collection initiative. As we invest in these efforts, we will be forced to navigate the tradeoffs between local control versus participating in shared activities at the consortial level to achieve efficiencies of scale in purchasing, licensing, and sharing resources.

    At this moment, we have the opportunity to look more holistically at our collections, to ask important questions about our priorities and approach, and to begin charting a course forward that will help us address not only the difficulties we are facing in the immediate present, but also the shifting landscape of scholarly communication and higher education more broadly moving into the future. We have an informed and engaged library faculty who can share their insights and expertise with discipline-specific perspectives on these issues, as well as a faculty planning committee who are tasked with helping the Libraries develop a more focused long-term vision that will allow us to flourish in the face of the many challenges before us. It may be difficult, but with the willingness and flexibility to adapt to a rapidly changing environment, the courage to make bold decisions, and a genuine commitment to deep collaboration (both within the Libraries and across our many external partnerships), I am confident that we can position ourselves to provide excellent service to the post-pandemic university.

  • New Content for Library Tutorials!

    The NimblyWise and Credo Reference Library instruction tutorials have undergone some changes and enhancements for the fall.

    For Credo Reference:

    • The addition of APA Citations 7th edition tutorial.
    • The addition of AMA Citations – A tutorial, which includes a video and checkpoint assessments for practice, on American Medical Association (AMA) style has been added to the Understanding and Using Research Sources section.
    • The addition of Gray Literature – The Health Science Resources section has a new tutorial, which includes a video and checkpoint assessments for practice, on gray literature (information from non-commercially published sources that can have use in research, such as conference proceedings and dissertations).
    • The Revisions of PubMed Material – the PubMed tutorial, including the screencasts, has been refreshed where relevant to reflect PubMed’s redesign.

    Quiz questions on the new topics of AMA and gray literature have been added to appropriate assessment libraries.

    For NimblyWise:

    For the Library Tutorials web page:

    • Citation Styles – New tutorial on APA Citations 7th
    • New quiz on Chicago Manual of Style 17th
    • Getting Started with Research
    • New video on “Framing a Problem” and a new quiz on “Research Strategies”.
    • Presenting Research and Data -The previous video, tutorial, and quiz on Synthesizing Information have been replaced by a video on “Synthesis” and a tutorial and quiz on “Synthesizing Information for Academic Writing”.
    • Using Critical Thinking and Logic – New video on “Why Thinking Matters” and new tutorials on “Logical Reasoning” and “Analyzing Information”.

    Evaluating Information – The video “How to Identify and Debunk Fake News” and the quiz on “Fake News” have been retired by the vendor.

    For questions about Library tutorials, contact Maria Breger at maria.breger@rutgers.edu

    View the complete list of the Libraries Teaching & Learning topics.

  • Communications Department Site Overhaul

    One of my projects for the summer was transferring the Communications Department site off the old apps.libraries platform and over to the new Staff Resources site. It is now located here: staff.libraries.rutgers.edu/communications.

    On the site you will find a variety of useful resources, from logo files and presentation templates, to flyers and signage, to style guidelines, to helpful tips and tricks. You may be particularly interested in the new Event Planning Guide (updated with a section on best practices for online events!) and the downloadable Zoom/WebEx backgrounds.

    Please have a look around and let me know what you think. I’m always looking for feedback on improvements and suggestions for new content. Thanks!

  • Recapping Summer SAPAC

    In a year of many firsts, this summer saw RUL’s first Summer SAPAC talk series. After a discussion in the Spring Central Forum, SAPAC co-chairs Janet Croft and Bart Everts decided to send out a call for summer talks. SAPAC talks are a way for library faculty and staff to discuss research, programming, innovations, and more with a friendly audience of colleagues, and Summer SAPAC turnout was high. Bart Everts from the Robeson Library hosted the talks.

    6/9: A Modest Proposal: Trusted Pick-Up Points for Interlibrary Loan for Distant Users
    Janet Brennan Croft

    6/23 An Environmental Scan of Artists’ Book Collections: An Ontology for Visualization
    Sonia Yaco

    7/22 Digital Badging
    Grace Agnew, Mei Ling Lo, Ryan Womack

    8/11 The Library Freedom Institute: Becoming a Privacy Advocate
    Katie Anderson

    8/14 Closing the Transactional Distance in an Online Graduate Course through the Practice of Embedded Librarianship
    Leslin H. Charles

    8/18 “Agitation of the Question”: James McCune Smith’s Nomination for Fellowship to the New York Academy of Medicine, 1847
    Robert Vietrogoski

    8/25 From Digital to Computational: The Current and Near-Future State of Technology and Data Storage and How We Manage our Virtual Lives
    Isaiah Beard