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changes.mady.by.user Hermine Vermeij

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changes.mady.by.user Jean Dickinson (Unlicensed)

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Item

Desired Outcome

Time

Who

Notes

Decisions

Local group takeaways

Actions

1

Updates (please add in advance)

10 mins

UCB:

1.Almost done with second draft of our interim Marking Recs for Deletion doc.

2. Finalizing discussion on procedure for coding non-LC class schemes.

3. Testing in Sandbox - adding a 520 field with “Exclude from discovery network” (since ExL says it can’t let us use 899, as RMFG had decided on).

Liz:

  • Sandbox External Search is working again!

  • UCSD is starting to figure out some e-resource stuff. We have a few small packages to start testing for cleanup

  • Also working on creating a local e-collection for CDL resources that aren’t in Primo but are needed for courses. This way we can just review/remove when the time comes.

Hermine (UCLA)

  • Things are starting to quiet down a bit, which means I should get started on putting together the documentation I’ve been putting off. Still having two half-hour drop-ins a week.

  • Added 910s for bound-withs in sandbox (thanks Liz for the assist).

  • Tried making some local collections for e-resources (e.g. ETDs); so far we like that.

  • ExL restored our deleted (merged) records, but the items and holdings could not be returned; we’ll have to clean up manually. Still no explanation for why the job ran.

2

Merge rules

035s: are the OCLC numbers with “on” an issue?

Can we remove “CKB” 035s during merges/overlays?

506s: the current conditions we have in place for the 506 aren’t allowing for an OA 506 to be added if another has $2 star. Can we just update the text to check for the OA 506 notes instead?

040: the External Search merge rule doesn’t replace the 040 in the record with the new one from OCLC, any advice on how to tweak it?

3

856 42s

There was some consensus around allowing them for Finding Aids.

For other related resources: does anyone add them AND do active URL maintenance?

Should resources that aren’t Finding Aids be portfolios instead?

4

Bound-withs

So far it does look like we have success with ensuring that records that have the right 910 field aren’t deleted.

What is a good deadline for getting the notes added in production?

5

Brief levels

Has anyone been able to test/run into issues with the sandbox changes to encoding level M?

Should we go ahead and adjust production?

6

Next meeting (10/12)

MVP check-in

WorldCat updates

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