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Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2



2

Announcements

Share new general information.

5

All

SPST team was discussing NZ reports, including “prospective purchases” - when I mentioned the tech limitations we’ve been seeing, they said “We should ask a SILS team for help!” I think they’re starting with Ops Team or All Chairs for inventory, so we may see request for help with options on Acq data.

3

CDLNZ-PT Needs Assessment

Provide overview of draft “Summary of Needs” tab, gather feedback on Needs Assessment. Part 2: Campus Needs

5

Erika Quintana

Lisa Spagnolo

Lisa Mackinder

Feedback requested by July 22 - any additional follow-up?


4

ACQ Work Plan - License Terms

10

All

How’s it going - any feedback from your campuses?

New Decisions page at Licensing Terms for Display in Primo (of great interest to the Resource Sharing OST crew). Lisa Spagnolo has updated / edited the license terms page to indicate licenses are linked to e-inventory.

7/18/2022: Decision page approved!

5

ACQ Work Plan - Developing Policy/Procedures for MVP 003

Review Progress on Documentation

10

Laura, Erika, Lisa S.

Does your e-res and print data from vendors come in segregated or mixed?

Use of (Brief) Order Records in NZ/IZ

https://docs.google.com/document/d/1sYpjvpv0wd-7DjERRWoBqOYqHNaCz1Rm9M-ImKolW_Y/edit

  • RM is encountering problems with CZ records when running the NZ linking jobs. If they can’t find a fix they may come back to us with criteria on situations where loading to the NZ directly would be better.

6/6: Decision page approved!

6

Gold Plan with GOBI - Renewal Information

20

Assessment of GOBI OCLC Plus service usefulness

Proposal for the University of California System is July 1, 2021 - June 30, 2022 with two option years for renewal FY23 and FY24. All UC libraries can utilize the cataloging service, API service, etc. for a flat fee.

CDL using service for Wiley, Cambridge, Springer.

Contract decided before clear understanding of Alma workflows and WorldCat updates implications. Gold service is essentially $6 bets against whether anyone else will have updated the record - would in house cataloging be a better use of $? UCI API testing will give us a better idea of the kind and frequency of titles that come through without good records.

  • Testing will be this week of 4/25 sometime.

5/2: assessing criteria for print (like supporting shelf-ready) vs. ebooks.

Discussion of enhancing/influencing CZ - could be role for SCP. Additional discussion of quality of CZ, and debating decision to use local collection.

Alma Analytics Overlap analysis can indicate whether CZ records exist, but doesn’t do a MARC field count (quality/completeness of metadata). Not certain yet how we might evaluate CZ records. It’s also possible that once older records have had enough time to be improved, they are more discoverable.

How much management is required for local records? Really weak CZ records: do we upgrade them (e.g. add subject fields)? How do we address CZ records which have much more robust CDI records?

Q: What led campuses to implement/not implement GOBI Gold Digital plans?

Erika: is it the best use of the plan when we know CZ record exists? Is it really time saving.

Osmun: cost reasonable for the fully-cataloged bib records

Laura: trying to use CZ records more in spite of shortcomings.

Erika: CZ records have improved over time. Starting to use them more than in the past. CZ offers speed of access and the advantage of having up-to-date URLs in portfolios (platform and link changes are well mapped and managed).

6/6: Laura’s analysis of CZ bib records is in the shared drive; about half of the bibs lacked subject headings, regardless of age.

Discussion of extra cataloging from GOBI – notes in bibs for award-winning books received on approval, or faculty authors

6/27: Group will continue to mull over and discuss on 7/11 meeting.

6/6: Decision page has been created. “Detailed analysis at each campus on the time/cost impacts of the Gold Plus program” is a suggestion for campuses concerned about the cost, not a blanket requirement.

Evaluate service, metadata, ease of use (interoperability between GOBI and Alma). Identify strengths and areas in need of improvement.

  • review tech specs

  • customer service

  • look for common denominators (themes)

7

CDL / Local campus Workflows - Updates?

Time permitting

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more.

4/25

  • Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

  • Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

  • Google Drive space for recording where/how recharges are recorded

  • SCLG supplying fiscal close deadlines.

  • CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment

  •  All: see the Google Drive space on recharges - and add in if not there already.
8

Parking Lot for Previous Action Items

Wishlist: All-UC Import Profiles workshop for after Fall quarter

9

New Items

Capture important topics for future discussion

No new items at this time.

10

Actions from previous meetings:

Total

50/50

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