10:00 am

Alma Acquisitions Cleanup & Fund Structure Revision
Katie Townsend, Eastern Oregon University

Description: In June 2024, the EOU Library implemented a new simplified fund structure and reporting code structure in Alma. This session will cover the planning and cleanup work we did to get to that point, as well as specifics on how we used Alma exports, Analytics reports, and spreadsheets to accomplish this and document the new configurations.

Slide deck | Recording

11:00 am

Licensing Basics
Lindsay Tebeck, Whitman College; Jesse Holden, Orbis Cascade Alliance

Description: Licensing and negotiations are rarely covered in formal library training or education, leaving professionals unprepared. The Alliance’s new Open Negotiation Education for Academic Libraries (ONEAL) discussion group addresses this gap, offering an engaging curriculum for all experience levels to explore licensing collaboratively. Discover how ONEAL can benefit you.

Through the work of the E-Content Group over the past several years, the Alliance has developed Licensing Best Practices to help guide conversations about licensing at both the consortial and member levels.

Slide deck | Recording

11:30 am

Discussion: the new RDA Toolkit and BIBFRAME
Moderator: Lesley Lowery, Orbis Cascade Alliance

Description: This session will provide an opportunity to share resources and knowledge concerning the new RDA Toolkit.  We’ll also discuss Alma support for the BIBFRAME format, and if/when that might be useful to us.  Finally, we’ll discuss how the Alliance can best support members with both of these major changes to cataloging.

Slide deck | Discussion notes | Recording

2:00 pm

Homosaurus Rex: Unleashing the Power of Community-Driven Alternative Controlled Vocabulary Implementation
Crystal Yragui, University of Washington; Holly Wheeler, Mount Hood Community College

Description: Presenters Holly Wheeler (Mount Hood Community College) and Crystal Yragui (University of Washington) provide an update on the progress of the Homosaurus Implementation Project (HIP) along with lessons learned geared towards seasoned catalogers and those brand new to the exciting world of subject analysis and controlled vocabularies. A brief demonstration of workflows follows. Workflows for adding Homosaurus terms to targeted records, developing and documenting best practices for working with the Homosaurus in libraries, proposing new or revised terms to the Homosaurus vocabulary, and participating in the SACO Gender and Sexuality Funnel Project are covered. A Q&A for current and prospective participants concludes the session.

Slide deck | Recording

3:00 pm

Indication Rules: An Alma Power Tool for Everyone
Lesley Lowery, Orbis Cascade Alliance

Description: Alma’s built-in search indexes are useful, but sometimes the data you need isn’t in one – or it’s cobbled together with data from other fields into a general index.  This session will introduce you to Alma indication rules, which are a simple but powerful way to identify groups of records in Alma based on granular MARC metadata and fixed field codes.

Slide deck | Recording

10:00 am

Overview of Open Access
Mauricio Elwyn, Public Library of Science (PLoS)

Description: Access is just the beginning….

“Open” is about more than just being able to read or share an article. It’s
about providing the right context to understand it. The resources to replicate it. The tools to collaborate and make science better. Learn how PLOS is experimenting with business models that aim to forge a truly inclusive publishing environment and remove financial barriers to authors and institutions. This presentation will also provide information on our Open Science indicators initiative, a large public dataset identifying and quantifying Open Science practices like preprint posting, data sharing and code sharing in PLOS articles, as well as a selection of comparator articles published elsewhere.

Slide deck | Recording

11:00 am

SCTS Documentation on the Alliance Website: a Tour
Jesse Holden and Lesley Lowery, Orbis Cascade Alliance

Description: This session will focus on where and how to find Shared Content and Technical Services documentation on the Alliance website. We’ll walk you through navigating the relevant pages and using the website search feature. We’d also like your input for improving the findability and usability of our community documentation.

Slide deck | Recording

11:30 am

Introduction to Consortia Manager
Jaime Bogdash, Orbis Cascade Alliance
Recording

Description: This presentation will be an introduction of ConsortiaManager and walk through of the workflow for managing your Alliance renewals within the database. The Alliance has been utilizing ConsortiaManager for over 4 years, and have made updates and improvements in our use of the for the best workflow for our members and staff. This is a basic overview with updates on what has changed and been developed within the system and workflow. 

Slide deck | Recording

2:00 pm

Getting Up and Running with Alma Acquisitions: Tips, Tricks & Lessons Learned
Carin Yavorcik, Rachael Davis, and Caroline Reul, Oregon Health & Science University

Description: In FY24, OHSU Library began using the Alma Acquisitions module to more intentionally track budgets, subscriptions, and one-time purchases. We had previously only used this module in a very limited capacity, and a lot of old data had to be cleaned up in order to use the system the way we wanted to. This presentation will explore how we approached this cleanup work, the new processes we developed to track and report on this information, and some lessons we learned along the way.

Slide deck | Recording

3:00 pm

The Alliance Metadata Mandates: Core Rules for Alliance Catalogers
Lesley Lowery, Orbis Cascade Alliance

Description: This session will familiarize members with the seven Alliance Metadata Mandates.  These are the “absolute musts” to remember when cataloging in an Alliance institution.  We’ll review each mandate and boil it down to its key takeaways.  A cheat-sheet version of the mandates will also be provided.

Slide deck | Cheat Sheet | Recording

10:00 am

The Alliance Ebook Program
Karen Spence, University of Washington; Jesse Holden, Orbis Cascade Alliance

Description: An overview of the Alliance eBook program, including a brief recap of how it has evolved over the years, a description of the current program, and the work done by the Ebook Standing Group. There will be time for a Q&A so bring your questions.

Slide deck | Recording

10:30 am

Location, Location, Location!: How we turned mis-adventures in creating a Storage Location ID system into a successful inventory project and powerful tool
Rachael Davis and Caroline Reul, Oregon Health & Science University

Description: In this presentation, we take our audience through the process of creating and implementing a Storage Location ID system that was developed at OHSU after a shifting project was completed. We show what it takes to initiate such a project and the complexities/challenges that a global pandemic can have on the workflow. Next, we discuss how the SLIDs were used to inventory the collection and identify different batches of clean-up work both in the stacks and in Alma. We finish the presentation with key takeaways, questions that the project brought up, and next steps that we have envisioned for the future of the project.

Slide deck | Recording

11:30 am

Organizing for Open: Aligning organizational structures with open values
Diana Castillo and Cara Key, Oregon State University

Description: Many academic libraries have a strong commitment to open scholarship articulated in strategic planning goals, values statements, and policy documents. This session will describe how Oregon State University Libraries and Press has been engaging in conversations about organizing library services and staffing in these areas to adapt to an increasingly open scholarly publishing landscape. 

This talk was previously given at the 2023 Core Forum and as a Core webinar in July 2024. 

Slide deck | Recording