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Office of Library and Information Services (OLIS)

Spring 2024 OLIS Bulletin

General Updates

  • OLIS Site Visits: This coming June marks the fifth anniversary of SUNY’s going live on its shared Alma/Primo VE Library Services Platform. As part of this celebration, we would like to visit as many campuses as possible to learn more about the great work you all are doing to support student success. As part of the visit, we'd like to tour the library and chat with you and your staff about how things are going. Please fill out our site visit survey by Friday, March 22 to indicate your interest.
  • Document and Policy Sharing: There is interest in curating a collection of documents and policies from around the system. OLIS is collecting examples of documents and policies you would be willing to share, such as strategic plans, weeding policies, etc. We'll share this information in Basecamp: You can submit documents, links to documents or both. ​
  •  If you are interested in sharing your strategic plan(s), please contact Cori Wilhelm at
  • IPEDS: The Academic Library portion of the IPEDS survey is due in early April. Please follow your individual Institutional Research office deadlines for submission. If you have questions about gathering IPEDS statistics, please reach out to

Alma / Primo VE

  • February 2024 Quarterly Release notes: Ex Libris releases quarterly updates to its software (Release notes: Alma and Primo VE). The SLS team posted release note highlights in Basecamp HQ earlier this month.
  • Benchmarking: On February 8th, Claudia Balby joined OLIS to talk about Ex Libris Benchmarking. Ex Libris has offered to create a series of benchmarking surveys to assist SUNY schools in making the most of Alma and Primo VE. There are also institutional comparison benchmarking features in Alma that institutions may choose to activate. If you are interested, please fill out this benchmarking survey.
  • PIA renewals: The initial 5-year Participating Institution Agreements schools signed in 2018 for ExLibris /Alma/Primo VE are set to expire on June 30, 2024. We’ll be sending an PIA renewal to Library Deans and Directors. 
  • 2024 Health Checklists: As part of the 5 year anniversary, we're sending out a series of health checklists for self assessment. These checklists are based on Ex Libris' implementation go-live readiness and designed to assist you with identifying possible gaps in workflows. Our first checklist in the series is now available and we will be publicizing it on Basecamp: Resource Management

Cataloging / Metadata


  • Collections Advisory Group: OLIS would like to thank everyone who volunteered for the Collections Advisory Group. We'll be updating the OLIS website with more information in the coming weeks.  
  • PIA for Opt-in Contracts: Expiration dates for the Chronicle, JSTOR and Proquest opt-in contracts exceed the expiration date of the PIA. We'll be sending PIAs to those schools with current subscriptions.
  • New York Times: We're in the process of putting forth a new opt-in contract for the New York Times Digital. There will be an informational session on March 13th at 11:00 am to review both new and current product offerings. We'll send the invite as soo as we receive it.

Discovery & E-Resources

  • New Discovery Experience (NDE): Ex Libris has published a document on the New Discovery Interface. They will update it with ongoing information. They expect to start testing in late 2024.
  • Recent Ex Libris Webinars: What's New with Primo and Primo VE Roadmap Highlights.
  • EBSCO updates: EBSCO is updating both its user interface and the admin portal. Shana Ashwood-Viala, Senior EBSCO trainer, will join SUNY Library Services via zoom on Wednesday, March 13, 2024 10:00 AM-11:00 AM for a full preview of the new EBSCOhost. This session will be recorded for those unable to attend. If you recently received an email about automatic activation of the new platform, we've confirmed with EBSCO that the only content being automatically moved is "Low use profiles are those with 100 or less sessions over the past 12 months. They appear to be test profiles that we set up over the years. Most EBSCOhost database customers just use a single “main” profile."
  • Interest Groups: The next Discovery Interest Group meeting will be Friday, March 15 at 1 pm. The next eResources Interest Group meeting will be Thursday, March 21 at 10 am.

Professional Development

Institutional Repositories 

Research Data Management

ACRL Training: Building Your Research Data Management Toolkit: Integrating RDM into Your Liaison Work

  • Training for librarians who are seeking to engage with research data management for the first time, or who have a very basic knowledge of research data management. This workshop is an introductory level experience. 
  • Register for July 16-17, 9am-1pm
  • Virtual training (co-produced with Empire State Library Network)

RDM Task Group: Developing a framework for graduate student competencies on research data (during 2024)​

  • Initial investigations of interest in service for SUNY-wide or campus data catalog​

Pilot sessions: NIST Research Data Framework (RDaF) pilot feedback sessions with campus stakeholders for SUNY tool during February and March​

Resource Sharing

Alma Resource Sharing Webinar:

  • Alma Resource Sharing General Update Session scheduled for Tuesday, March 12 at 2:00pm
  • Topics to be discussed include expanding digital resource sharing within SUNY, expanding physical resource sharing with non-SUNY libraries, possible changes to SUNY's shared resource sharing loan periods, plans for future resource sharing training sessions, and new resource sharing products being offered by Ex Libris
  • Registration link:

Alma Resource Sharing With Non-SUNY Libraries:

  • We've gone live with a partnership with three libraries in the PASCAL (South Carolina) system
  • We plan to expand our partnerships with WRLC (Washington, DC), FLVC (Florica), CSU (Califronia), and Orbis Cascade (Oregon & Washington) later this year
  • We've started working on a partnership with 17 libraries in the OCUL (Ontario) system

Known Issues With Alma Resource Sharing:

  • Problems with mixed Rapido pods were fixed in February 2024 update.  Borrowing and lending with mixed Rapido pod partners has resumed.
  • Primo not auto-populating the author field of the resource sharing reqeust form will be fixed in April 2024 update
  • The new resource sharing hold shelf period feature requiring you to ignore the lender's due date will be fixed in April 2024 update

Fall 2023 - End of Semester Bulletin

Welcome to the new OLIS Update Bulletin!
In an effort to provide clarity and information without overloading our quarterly OLIS Update meetings, we're introducing the OLIS Update Bulletin. We'll post updates and information from each OLIS area here for the SUNY library community to review.

General Updates

  • OLIS/SLS Springshare links: Please update any saved links for documentation, etc., that use slcny.libguides or slcny.libanswers, as those will stop redirecting to our new domain of sunyolis on January 16, 2024.
  • OLIS Site Visits: OLIS is embarking on a project to conduct in-person site visits. We'll send out a survey early in 2024 to gauge interest and preferred timeframes. We plan to split up the visits based on OLIS team member proximity to each school. Visits will begin in the late spring and continue into the fall.
  • NOVELny: The Board of Regents 2024-2025 Budget and Legislative Priorities include $3 million to fund NOVELny. OLIS created impact documentation to share with SUNY's Governmental Relations team about the reliance of NOVELny resources by our SUNY schools. We will share when finalized. Gale provided opt-in pricing at a reduced rate should this funding not be realized. The NOVELny Task Group will review the offer and continue to meet as needed throughout spring 2024 to address outcomes and recommend next steps. 


  • POL changes: As of the November 2023 alma release, changes to the POL interface are in production. Full details are available at New Unified PO Line Task List - Ex Libris Knowledge Center
  • Real-time ordering: Please reach out to SLS if you’re considering implementation of Rialto or the GOBI or OASIS API. We can assist with forms and help guide you through the process. In addition, we can alert you to special considerations needed for the consortial NZ environment.

Alma / Primo VE

2024 marks the 5th anniversary of SUNY’s implementation go-live of Alma/Primo VE. This year we’ll be doing a deeper dive with an eye towards the next five years.

  • ELUNA: OLIS purchased an ELUNA (ExLibris Users of North America) consortial membership for 2024. For more information, check out our new ELUNA LibGuide page. We're also planning a session to talk more about SUNY's involvement in ELUNA on Thursday, January 25 at 2:00 pm. Registration is open
  • Benchmarking: ExLibris is working on internal benchmarking statistics to help schools assess how they use Alma. Join us for a session with Claudia Balby from ExLibris on February 8 at 10:00 am to learn more about the benchmarking process. Registration is open.
  • PIA renewals: The initial 5-year Participating Institution Agreements schools signed in 2018 for ExLibris /Alma/Primo VE are set to expire on June 30, 2024. We’ll be sending an PIA renewal to Library Deans and Directors early in the spring semester. 


  • SUNY Cataloging Town Hall: SLS is planning to host a Cataloging Town Hall on Wednesday, January 31 from 2-3:30. This will be an opportunity to hear the results from the two SUNY cataloging surveys, updates about the SUNY Metadata and Standards Committee (SMSP), future cataloging and metadata plans from SLS, and news from OCLC. All SUNY library staff are welcome to attend, raise issues, and ask questions. Registration is open!
  • OCLC Record Manager training: Valerie Chase, Library Services Consultant at OCLC, will present an overview to all interested SUNY library staff on using Record Manager to search, export, and create bibliographic records in OCLC WorldCat. This will be especially useful for staff who rely on OCLC Connexion browser, which will reach end of life on April 30, 2024. This event will take place on Wednesday, February 14 from 10-11 and all staff are welcome. Registration is open!
  • OCLC Small Library Edition session: Valerie Chase, Library Services Consultant at OCLC, will present a session on the Small Library Edition cataloging subscription model. This model is an option for community colleges with an FTE of 3,000 or fewer and is open to attendees by invitation.


  • December 2023 recharges have been finalized, and campuses will receive their invoices in January or February, Any changes to the recharge will be applied to a March 2024 recharge. You can see your OLIS recharges via the ATIS portal.
  • ARTstor: We are still waiting for this contract to be approved.
  • Shared Collections Advisory Group: This group has been formed and will have their first meeting in January. A list of members will be shared after the meeting.
  • New e-collections services: OLIS is offering consulting, analysis, and support related to e-resource collection development, as well as programmatic alignment. If you are interested in any of these services, pleas submit a ticket to learn more.
    • Collection Development: review usage statistics and or/conduct overlap analysis to review your e-resource subscriptions for cost-effectiveness. We will recommend cancelations based on these metrics, in the form of a written report.
    • Programmatic Alignment: review your campus e-resource holdings and your college’s programs, and determine where there might be gaps or excessive holdings in your collection, and recommend acquisitions or changes based on this information.

Discovery & E-Resources

  • New Primo version: Ex Libris is working on a new version of Primo VE, called the NDE (New Discovery Experience), tentatively planned for go-live in 2025. Michelle Eichelberger is participating in the monthly User Experience review meetings with Ex Libris and other Alma/Primo users. Ex Libris hopes to share more information publicly about the project soon.
  • EBSCO updates: EBSCO is also working on an updated version of both its user interface and the admin portal, and they hope to have all sites moved to the new platform by July 2024. OLIS is working with EBSCO reps to schedule an overview of the coming changes for sometime in the early spring.
  • JSTOR: the new All Access package officially goes live on January 1. If you have opted into this package, the only JSTOR subscription collection that needs to be activated from the CZ is "JSTOR Archival Journals and Primary Sources Collection."

Professional Development

  • SUNY Spotlight: Join librarians from SUNY Cortland on Friday, January 26 for the next Spotlight on SUNY Libraries: Creating a K-12 Fiction Cataloging Scheme That Works. Registration and details.
  • Library Leadership & Management Certificate:  The L&M Certificate program through SUNY CPD will be offering four courses for Spring 2024: Introduction to Project Management for Libraries, Developing Library Partnerships, Change Management in Libraries, and Library Strategic Planning. Certificate Details.


  • SDR Upgrade: to version 7.4: Some issues still being ironed out
  • SOAR news:
    • New file format added for WACZ web archiving files from Webrecorder, an open-source web archiving tool  
    • Import tool for CrossRef is more accurate than PubMed, allowing formatting (thank you Gregg Headrick, SUNY Downstate, for this tip!)
    • SOAR upgrade slated for January/February 2024
  • Scholarly Communications Community of Practice: January 25, 10am - 11am. SUNY Press Director Marlene Pratt and Manager, Training, Development, and Services Jenn Bennett-Genthner will join us to talk about their goals, guidelines for publishing, how SUNY librarians can access their services and support the Press, and Open Access/Open Educational Resources. Please register here.

Research Data Management

  • Training: 
    • Last RDM training series session for this fall: Writing a DMP and Platform Tools | December 19 at 1pm: Registration.
    • OLIS collaborated with SUNY Fredonia and Dryad for a November presentation on Year of Open Science: An Introduction to Dryad (this session can be repeated for other campuses)
  • LibGuide: Updates to the RDM LibGuide: (adding examples of funded Data Management and Sharing Plans)
  • Campus Connections: Working with the SUNY Sponsored Programs Management Council on connecting libraries with sponsored programs

Resource Sharing

  • Alma Resource Sharing with CUNY:
    • Plan to implement Alma resource sharing between SUNY and CUNY at start of Spring ’24 semester
    • SLS has already completed most necessary configuration work, and we will be managing any remaining configuration work that needs to be done
    • Partnership will utilize existing workflows, so no training will be necessary
    • Additional details about implementation of this partnership will be shared in coming weeks
  • Renewals with ConnectNY Partners:
    • One 16 week renewal now allowed for items borrowed from or loaned to Canisius University or West Point
    • Hope to implement renewals with remaining ConnectNY libraries in Spring ‘24
  • Issues with Mixed Rapido Pods:
    • Problems with mixed Rapido pods are preventing some SUNY participants from sending borrowing requests to some mixed Rapido pod partners
    • Ex Libris plans to fix this issue in March 2024
    • Mixed Rapido pod partnerships with Cal State, Orbis Cascade, Gettysburg College, and Susquehanna University have been suspended until this issue has been resolved