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EPUG-UKI Updates: latest Acquisitions session recording now available and Ex Libris/JISC update session Thursday 16th May

Thank you to everyone who attended last week’s AGM – it was great to see so many of you joining over the day. We also look forward to seeing some of you in person at our planned hybrid event in October at the British Library…watch this space for a save the date.

Recordings from the AGM will shortly be made available and we’ll be contacting attendees with a short feedback survey.

In the meantime, there are a couple of other updates:

Joint Ex Libris/Jisc update about KB+ collections – Thursday 16th May 3.30pm

Following the closure of Jisc’s KB+ service in February, Ex Libris and Jisc have been working together to update information about collections in the Ex Libris KnowledgeBases.

Tamar Ganor from Ex Libris and Jonathan Blaney from Jisc have kindly agreed to deliver a joint session to update the UK community on progress with the transition away from KB+, and next steps for the project. The session will be delivered via Teams on Thursday 16th May 3:30 – 4pm UK time.

A link to the session has been sent round the EPUG-UKI mailing lists, but please contact the committee if you need the link sending on.

Acquisitions Exchange of Experience April meeting recording

The recording of the latest Acquisitions Exchange of Experience, which took place on 17th April, is now available (embedded below). All session recordings are available via a YouTube playlist.

The April session focused on Electronic Resource Management (ERM) in Alma, with a presentation from David Rowe (UWE) on their experiences with ERM implementation so far.

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EPUG-UKI National Support Portal (Salesforce) Account

Hi all,

We are delighted to launch a group Support Portal (Salesforce) account for the EPUG-UKI community to use.

This account is available to raise support tickets for issues which are affecting a large portion of the UKI Community, or are UKI-specific (e.g. JISC Collections content issues, DCS/Leganto integration, integration with the British Library for resource sharing).

We will be able to share the log in details with EPUG member institutions, who will then be able to raise support cases directly within the support portal. To request the log in details for the account, please complete this form. Upon completion, the form will be sent to the EPUG Secretary, who after checking your institution’s membership, will then send on the log in details to the requestor. You are then free to share the log in details within your own institution.

Guidelines are available on the use of the account, and Lee Houghton (EPUG Chair) will give an update and demo on logging tickets using the national account at the upcoming AGM.

Any questions, suggestions or issues related to the use of the account can be directed to the EPUG Committee.

Kind regards,

EPUG-UKI Committee

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EPUG-UKI AGM – 24th April – registration and programme now available

Dear EPUG-UKI colleagues,

Registration is now open for this year’s AGM event taking place on Wednesday 24th April, remotely via Zoom.

See the event programme below (subject to change):

EPUG-UKI AGM Programme 24th April 2024Download PDF

To register for this event complete the registration Google form:

Ex Libris Product User Group UK & Ireland (EPUG-UK&I) 2024 AGM Registration

There is an opportunity to submit questions to Ex Libris, Part of Clarivate. Please do this by Friday 19th April either as part of your registration or by emailing epuguki.secretary@gmail.com.

This is an online event, via a Zoom webinar and joining details will be mailed out after registering. Feel free to share details of this event within your service/institution – being an online event means colleagues can dip in and out of sessions that are of interest to them. This event will also be recorded and made available shortly afterwards.

Amanda Swann
EPUG-UKI Secretary, on behalf of the Committee

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Acquisitions in Alma information exchange call – Wednesday 17th April 14:00

The next call for people interested in acquisitions in Alma will be Wednesday 17 April at 2pm. David Rowe from UWE has kindly offered to talk to us about their (still ongoing) journey towards full ERM. If you have any questions or requests for details in advance of the call or if you too would like to share your experience, please add them to our agenda: https://docs.google.com/document/d/1PcGLyEw_fOSUBAwOxmJYXZcf4vf9dUvz5J6HYzhqpYY/edit?usp=sharing

A link to join the meeting is also in the agenda above and anyone on the calendar invite from last time will get an invitation. If you would like to be added to the calendar invitation, please send a message to Leah.Emary@sunderland.ac.uk.

Thanks to everyone who replied to the poll on amenable days, times and frequency of future acquisitions calls. The majority would like bi-monthly calls on Wednesday afternoons.

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Alma Acquisitions Exchange of Experience – initial meeting recording

Leah Emary (University of Sunderland) hosted an Exchange of Experience focused around Acquisitions in Alma on 25th January 2024, as an off-shoot from the monthly Alma EPUG call.

The session recording is now available for you to watch below and via the EPUG-UKI YouTube channel.

There was clearly an appetite to continue these conversations and Leah has created a poll to get a feeling for when and how often would work for most folks to meet (https://forms.office.com/e/HY3Gp0CPQF). If you are interested in joining any future meetings of this group, please respond to the poll by 29 February.

Any future meetings will be publicised on the EPUG-UKI website and via the listserv. Future session recordings can also be added to the YouTube playlist and shared with the community. There are already some great ideas of questions to ask at future meet-ups in the shared Google doc (https://docs.google.com/document/d/1PcGLyEw_fOSUBAwOxmJYXZcf4vf9dUvz5J6HYzhqpYY/edit?usp=sharing). Please continue to add your ideas and tricky acquisitions challenges there.

Thanks very much to Leah for organising, and to Joanne Pearson for sharing her experience and knowledge about continuous POLs.

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EPUG-UKI Spring AGM 2024 – save the date and call for speakers

We’re starting to make plans for our Spring 2024 event – this will likely take place remotely (via Zoom) on Wednesday 24th April.

The idea is to try and theme this event around Analytics and processes/workflows across the Ex Libris products – if you’d be willing to present anything related to these themes, please do get in touch with epuguki.secretary@gmail.com.  This could be related to any Ex Libris system (Alma, Primo, Leganto, Rapido/RapidILL, Rialto) – have you recently reviewed a particular workflow or process which you’d like to share? Has implementing a new system or feature helped streamline existing processes? How do you use Analytics to make data-driven decisions in your institution or for a particular workflow? Are you doing anything interesting with report which the community could learn from e.g. SCONUL benchmarking, data visualisation? Or if you have any other suggestions, please get in touch!

Many thanks,

Amanda (on behalf of the EPUG-UKI committee)

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EPUG-UKI October Conference 2023 Session Recordings and Feedback Survey

On behalf of the EPUG-UKI committee I’d like to thank you for attending the October conference – it was great to see so many people attending both in person and online.

If you missed any of the sessions, or want to watch them again or share with colleagues, a playlist is now available on the EPUG-UKI YouTube channel – please subscribe if you haven’t already. The session recordings are also available below

When you have a moment, we would really appreciate it if you could complete the conference feedback survey. Your comments and feedback help us to plan future events and include topics that are most useful and relevant, and if you are interested in delivering a session at a future event we would love to hear from you!

With best wishes

Lee

Lee Houghton

Chair – EPUG-UKI

10:00-10:15 EPUG-UK&I Business & Treasurer Report

Alex Forrest – EPUG UK&I Chair

Ian Haydock – EPUG UK&I Treasurer

10:15-10:45 Ex Libris (Part of Clarivate) Update & New Developments

Alan Oliver – Ex Libris, Part of Clarivate

10:45-11:00 Support Update

Martin Büscher – Ex Libris, Part of Clarivate

11:00-11:30 Panel Discussion and Q&A

Alan Oliver – Ex Libris, Part of Clarivate

Martin Büscher – Ex Libris, Part of Clarivate

Alex Forrest – EPUG UK&I Chair

Stephen Harding – EPUG UK&I Secretary

Ian Haydock – EPUG UK&I Treasurer

Amanda Swann – EPUG UK&I Committee

11:45-12:15 Themed Day Feedback – Kiosks and E-Resource Access Management for different user groups

Tom Kistell – Sheffield Hallam University

Laurence Lockton – University of Bath

12:15-12:30 EPUG-UK&I Committee Candidates and Voting

EPUG-UK&I Committee

13:30-14:00 EPUG-UK&I Confirmation of new Committee Members

EPUG-UK&I Committee

14:00-14:45 Rialto, OpenRefine and Leganto: developing a bulk purchasing workflow

Isabel Benton – University of Leeds

Elly Cope – University of Leeds (Elly was unable to attend the conference)

15:00-16:00 Primo facets and normalisation rules

Primo faceting using Open Access licenses in MARC records – Alison Hazelaar and Trevor Hough (University of Leeds)

Local facet for De-Colonisation work in Primo VE – Jill Hazard (Sheffield Hallam University)

Presentation Slides – Jill HazardDownload

Overview of normalisation rules – Melanie Peter-Turner (University of Law)

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EPUG-UK&I Conference (16th October) – Programme now available and registration reminder

We’re looking forward to welcoming the community to our annual conference on Monday 16th October 2023.

If you haven’t already, please register your attendance on Eventbrite, where you can select whether you’d like to attend in person at the British Library in London, or online via Zoom webinar.

The programme is also now available below:

EPUG-UKI-Conference-Programme-16th-October-2023Download

The closing date to register for in person attendance at the British Library has been extended to Monday 9th October at 17:00.

Registration for attendance via Zoom remains open until Friday 13th October at 17:00.

We’d love to see you as many of you as possible in person at the British Library, as an opportunity to network with both colleagues at other UK&I institutions and from Ex Libris, Part of Clarivate.

If you have already registered as a Zoom participant, but would instead like to attend at the British Library, please email epuguki.secretary@gmail.com, and vice versa.

One of the sessions will be a panel discussion between EPUG-UK&I reps and colleagues from Ex Libris, Part of Clarivate, where we’ll discuss some of the key issues raised during last month’s IGeLU conference and the INUG report put together in advance of this. The report and notes from the EPUG-UK&I session at IGeLU are included below:

INUG-Report-for-IGeLU-2023-EPUG-UKI_v4.0-finalDownload
EPUG_UKI-Meeting-at-IGeLU2023Download

If you have any questions for Ex Libris colleagues, please include these in your registration or email them to epuguki.secretary@gmail.com by Friday 13th October. For those of you attending via Zoom, the joining link and instructions will be emailed to you the weekend before the conference (14th-15th October). You’ll just need to ensure you have Zoom installed and a Zoom account set up in order to join on the Monday.

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EPUG-UKI News & Updates

Dear All

Hope you’re having a great ‘summer’ and have had some break.

We have a few news items for EPUG-UKI. In chronological order…

  • The next EPUG-UKI Sharing of Experience call is next Thursday 17th August If you have anything to raise please add to the agenda. We’d like to cover some EPUG-UKI business at the start if that’s ok.
  • Sheffield Hallam In Person Themed Day – 7th September – Kiosks and E-Resource access for different types of library visitors.
    • Kiosks (how we manage walk in access for our users, particularly visitors, special collections etc) – how are people managing this? What kiosks do you manage? What kiosks do you need?
    • E-Resources –How do you manage a white list for particular sets of users. How do you manage discovery and access?
    • We will have an opening talk from one site both morning and afternoon. We will leave a good part of the day open for discussion.  The main aim of the day is for us to discuss our needs (common or not) and whether we can help share solutions. If you haven’t signed up (30 attendees max)– here’s the link – please sign up on Eventbrite.
  • IGeLU 2023 – Leuven 11th-14th September– still time to sign up for physical or virtual attendance.  Registration closes end of 28th August for physical registration and 6th September for. More details here
  • EPUG-UKI Committee – a reminder that all three postholders (Chair, Secretary and Treasurer and Memberships) have reached the end of term. We are inviting nominations. We already have two names. If you are interested and would like to talk to us, please do. We would ask that we have all interested names by the end of August.
  • EPUG-UKI Autumn Hybrid conference in British Library London – Monday 16th October – we’re actively seeking people to do sessions. Please get in touch if you’d be happy to share experience about any of your work with ExLibris products or integrations.
  • And last – but definitely not the least – we will be losing Abbie from the committee. Abbie is moving jobs so won’t be able to continue.  We send all the best of wishes and a massive thank you to her from the User Group for all the help she has been over the past year and a half.  We know we’ll see her again as the library world is a small and lovely thing.

All the best

Alex
EPUG-UKI Chair

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EPUG-UKI AGM Session Recordings

Below are the session recordings from the AGM, held on 23rd May 2023, with apologies for the delay in making these available.

All of these can be also viewed on our playlist on YouTube.

10:00 – 10:30 EPUG-UKI Welcome and AGM Business

Alex Forrest – EPUG UK&I Chair
Ian Haydock – EPUG UK&I Treasurer

10:30 – 10:45 Welcome and High-Level Update

Alan Oliver – Ex Libris, Part of Clarivate

10:45 – 11:15 Support Update

Martin Büscher – Ex Libris, Part of Clarivate

11:15 – 11:45 Leganto Product Update

Dolav Ben-Artzi –Ex Libris, Part of Clarivate

This session will include an update on the product roadmap, the new UX and the DCS multi-course integration.

11:45 – 12:00 Your Questions and Answers

Answered by Ex Libris, Part of Clarivate

13:00 – 13:50 Do you know about (i) DARA, (ii) Cloud Apps, (iii) Collection Discovery?

Alan Oliver – Ex Libris, Part of Clarivate
Alex Forrest – EPUG-UKI Chair

This session will be presented by Ex Libris, Part of Clarivate and by EPUG-UKI featuring feedback from the user group on which Cloud Apps have been most useful to the UKI community.

13:50 – 14:10 Using Robotics for User Purging in Alma at The University of Manchester

Amanda Swann – The University of Law

14:20 – 14:50 Automating RapidILL

Abbie Ball – University of Plymouth
Tom Wicks – University of Plymouth

14:50 – 15:10 Choose Your Own Alma Adventure – figuring out e-collection workflows at NTU

Lee Houghton – Nottingham Trent University

Having been live with Alma for just over a year, in this session Nottingham Trent University will share how they currently manage their e-collections, how they utilise the Community Zone and how some of Alma’s advanced tools have helped along the way.

15:10 – 15:30 Library Mobile at The University of Salford: improving the student experience

Angela Walker – University of Salford

In 2021, the University of Salford implemented Library Mobile, this presentation looks at how the app has improved the user experience.

15:30 – 16:00 Closing Announcements

Alex Forrest – EPUG UK&I Chair