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Question about Alma AI Metadata Assistant and Mobile App
by Wendy Ellis June 7, 2025

June 7, 2025

Hello SERUG, I have a question that I thought I'd ask here first. See the following from the May New Features Release Notes<https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Relea…>: Request AI Metadata Assistant for Specific Metadata in Alma Mobile 2 App May 2025 Artificial Intelligence Updated - May 4, 2025 - The AI Metadata Assistant in Alma Mobile 2 now supports the ability to request a specific type of enrichment, such as table of contents, subjects or summary. To use AI Metadata Assistant in the app following May release, please update your Alma Mobile 2 app to the newest version. This is especially helpful for catalogers who need a specific record enrichment, or can provide images containing only partial information on a resource, and prefer a more granular metadata suggestion. At FLVC, each quarter we go through highlights of the new features together. Someone asked the question about a use case for this AI Metadata Assistant for specific metadata in the Alma Mobile app. I couldn't think of one, and when I asked if anyone else had a use case, there were no responses. Can any of you think of a good use case for using this feature in the mobile app? Happy Friday, and have a good weekend! Wendy Ellis Director, Integrated Library Services [cid:4dccf713-cc94-4c35-9e1b-6b6afe5ec5b8] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:7dd4dc61-eba3-4e74-be18-7e8a75d6102a]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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SERUG: Virtual Conference Planning Survey
by Wendy Ellis June 2, 2025

June 2, 2025

SERUG, We are planning the Virtual Conference to be held this Fall and would like to get some feedback from you about dates, structure, and presentation topics. Below is a link to a short, 7 question survey. It should only take about 5 minutes of your time. Please fill it out by Friday, June 6th. We'll use the survey results to help with planning at the ELUNA SERUG meeting. For those of you attending ELUNA, please join us on Wednesday, June 18 @ 12:30pm, International 8. "Winds of Change" Virtual Conference Planning Survey<https://fsu.qualtrics.com/jfe/form/SV_5vWNqo0sV1o2I9o> Wendy Ellis Director, Integrated Library Services [cid:c1be647b-188d-4559-bb44-c2d9f5f2a4b4] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:cb008915-0f3b-4ed4-8bdf-d0dbbb818dfe]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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by Smith, Rachel April 28, 2025

April 28, 2025

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SERUG Quarterly Meetings
by Wendy Ellis April 22, 2025

April 22, 2025

SERUG, Thank you for filling out the scheduler, the most popular meeting time was the 4th Monday at 2pm. I've scheduled the series of quarterly meetings. The next one will be on Monday, April 28 @ 2pm ET. The primary agenda topic will be to discuss planning for the upcoming SERUG Virtual Conference. If you have any other agenda topics, please add them to the 2025 Rolling Agenda<https://sites.google.com/view/se-rug/meeting-information> on the SERUG site Meeting Information page. The Meeting Link is also on the SERUG site Meeting Information page. Best and Happy Monday, Wendy Ellis Director, Integrated Library Services [cid:0ecfd362-ce08-4694-8fb9-902a2df03d5d] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:1d194aab-da97-4e5b-9357-8a323ed7c135]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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Alma & Primo Enhancements
by Wendy Ellis March 29, 2025

March 29, 2025

SERUG, At FLVC we use our 100 votes for Alma by selecting 4 to 5 enhancements, or 20 to 25 points each, so that the weight of the vote is not diluted. We also a try to choose one enhancement in different functional areas. We then send our vote suggestions for both Alma & Primo to libraries at our member institutions so that those who are ELUNA members can add their vote for any of our suggested ones, if they desire. I thought I'd share our votes, see below, for Alma and Primo with you. If you agree with any, maybe with our combined votes we can help get one or more to selection. The deadline for voting is Wednesday, April 9th. Alma Number System Area Title and Description AENH-I-36462 Administration Build a User Role in Alma - Currently, the roles created in Alma are limited, which means a library has limited options as to what they can give staff. Libraries should have the opportunity to create their own user roles for staff in Alma and use the privilege report to only allow users to be able to do the specific tasks they need. AENH-I-36393 Acquisitions Overview of Order Templates - Editing order templates is cumbersome. It should have the same functionality as PO Lines. Order templates could be listed with an easy overview of their features. They could even be bulk edited and deleted. AENH-I-36355 Resource Management Add Find and Replace to MD Editor - The MD Editor should have a Find and Replace feature. This would be useful when editing simple corrections within one or two bib records. AENH-I-36364 Analytics Align the Physical Item ID heading in Analytics and Manage Sets - The heading for "Physical Item ID" in Analytics should be recognized as a valid heading when creating sets in Alma. AENH-I-36338 Fulfillment Add More Flexibility for Request Terms of Use Pickup Locations - There should be more flexibility when configuring pickup locations for requests in a request terms of use. Primo Number Description PENH-I-28389 Increase the number of possible local search/facet fields to at least 20 PENH-I-36385 Allow Online Services Order to sort by Current Access PENH-I-28383 Add the Ability to Export to Excel in one file all codes from All Code Tables and associated data, under Discovery>Display Configuration>Labels for Primo VE PENH-I-28351 Allow Conditionally/Logic Toggles for fields in Primo Forms PENH-I-28310 Allow "Exclude CDI ebooks" to apply only to the filtered search Happy Friday, Wendy Ellis Director, Integrated Library Services [cid:149fbd9d-bf6d-4b09-a764-320a0f613654] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:8b73879a-7778-40c7-b5e6-cf5007cd6ffa]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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Upcoming SERUG meeting in April
by Wendy Ellis March 12, 2025

March 12, 2025

Good Morning SERUG, I'd like to schedule our upcoming quarterly meeting in April. I'm hoping that we can choose a standing day of the month and time for future meetings. Barring any unforseen interruptions, our quarterly meetings will occur in January, April, July & October & ELUNA (usually May or June). Here is a link to a SERUG Quarterly Virtual Meeting Scheduler<https://docs.google.com/forms/d/e/1FAIpQLSfyXSMchnXTxfO3gCFBfbRamr_0w_CQ0wC…> for you to choose the best day of the month/time for meetings. The Scheduler is also posted on the SERUG site<https://serug.org/> under Meeting Information. The dates/times to choose from are: * 2nd Monday or Wednesday of each month @ 11am or 2pm, or * 4th Monday or Wednesday of each month @ 11am or 2pm Please make your selections by COB March 24. Thank you, and have a fantastic Wednesday, Wendy Ellis Director, Integrated Library Services [cid:e54b52fb-c589-48dc-b9e3-41a5e5fe0bfa] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:dc5a2caa-1a4f-48d2-92ef-52c0fff882c1]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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Idea Exchange vote
by Wendy Ellis March 4, 2025

March 4, 2025

[cid:e0ea34e8-d9e8-467e-9a47-1a4d3649e236]Good Morning SERUG, During an FLVC meeting there was a question about whether, in Quick Cataloging, it's possible to modify the default setting in Placement of new record, to Institution instead of Network, see image below. We weren't able to find any setting that controls this, but there is a Idea Exchange about it that was posted in 2018. It only got 15 votes. https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/35826790-cre… If this is of interest to you, please consider voting for it, maybe we can resurrect it. In terms of the programming work to make this happen, it seems like it would be an easy one. [cid:c49f8e65-4c5b-4a83-a474-27514ca4f35f] [cid:3aa7df39-54d4-4611-9cea-13c20c3edf13] Wendy Ellis Director, Integrated Library Services [cid:f2be41be-a2a0-40ce-b9ea-c55367ebd9cd] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:7bc72aa3-7bb6-45b9-a08f-7c4e83cebd5e]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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Q&A from NDE webinars
by Wendy Ellis Feb. 7, 2025

Feb. 7, 2025

All, In preparation for the upcoming Next Discovery Experience (NDE) that will replace Primo VE & User Engagement Analytics with Mixpanel that will replace Primo Analytics, FLVC has had a couple of watch parties to view the recordings of webinars held by ExLibris/Clarivate. So far, we've watched, the following, and I've included the Youtube link to the recordings. Zoom into the Next Discovery Experience<https://www.youtube.com/watch?v=3Wd0vk64uj0> <https://www.youtube.com/watch?v=3Wd0vk64uj0> What's new with Primo Webinar - Q12025<https://www.youtube.com/watch?v=GZ-o4wKr7Xo> I've also attached documents of Q&A from the end of each the webinars - some of my comments are in the documents (highlights or in parentheses). You most likely already have this information, but I thought I'd share, just in case. Wendy Ellis Director, Integrated Library Services [cid:7c078a93-541e-4f34-868d-7e89a4397c6f] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:8cddb98a-5b33-41b3-b131-01190770eccc]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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by Kevin Gilbertson Jan. 31, 2025

Jan. 31, 2025

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Reminder: SERUG Meeting on Jan 27th
by Wendy Ellis Jan. 23, 2025

Jan. 23, 2025

All, I hope those of you in the path of Winter Storm Enzo made it through safely. The next SERUG meeting is scheduled for January 27 @ 11am ET. Below is link to the Meeting. SERUG January Meeting Link<https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWM3NzU3ZTctMmZjNi00…> In addition, the meeting link and 2025 Rolling Agenda are available on the SERUG Meeting Information<http://sites.google.com/view/se-rug/meeting-information?> page. If you have any agenda topics, please add them to the document. The main agenda topic is preparation for an upcoming SERUG Virtual Conference. Wendy Ellis Director, Integrated Library Services [cid:414a478c-65cd-48ae-addc-a56448e4bab8] 1753 West Paul Dirac Drive Tallahassee, Florida W: libraries.flvc.org E: wellis(a)flvc.org [cid:73c55b76-b0dd-4cff-9774-c227665d1ef9]<https://www.facebook.com/goFALSC/> [https://drive.google.com/a/uwf.edu/uc?id=0Bzrsu5lqNP6hbTVvYzY3ZlEzTkk&expor…] <https://www.linkedin.com/company/florida-virtual-campus-library-services>

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