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Item

Desired Outcome

Time

Who

Notes

Discussion

Actions

Announcements

Share short pieces of need-to-know information

10 min

All

  • End date of Vanguard environment access: December 18

  • Thoughts and questions about ExL’s Analytics demo on October 12 and Office hours on October 15

  • Question for campuses that have MARCIVE subscription: identification of MARCIVE records

  • Office hours:

    • RF: UCSD has questions re: merge rules - it gets complicated with the various layers

    • JH: gets clearer by looking at existing rules

    • MB: can share some documentation to provide more info https://drive.google.com/drive/folders/1SZmJDXKoema_QrJm3TcedfMdBDVNOt_G

    • TJK: Any Alma campuses using DARA? Good tool to link up with CZ records.

    • CL: Looks like its only available to “live” institutions

  • Marcive: TSELG discussing UC-wide subscription for MARCIVE that could be managed in NZ, but CDL may not necessarily be in charge of managing it.

    • Q for campuses: Do you have a way to easily identify Marcive records?

      • SS: Attached to WMS collection, so easy to identify

      • EQ: Identify with LDR and 910 so should be able to identify (just Documents w/o shelves)

      • RF: add Marcive as cataloger in notes for 2010-current. Won’t be able to identify records loaded earlier. Would only get rid of online-only records.

      • EP: Should all be marked with cataloging note & retain $x Marcive in 856. Need to double check

      • MB: all have 049 CUZX

      • JH: In 905, so should be able to identify

      • KB: Have Marcive in 910, so should be able to identify

    • Biggest issue will be p+o records.

    • Possibility for joint subscription to begin with “go-live” and earlier records would be managed individually.

    • Possibility of purchasing backfiles, but may be problematic to get just online records.

    • EP: Are there any discussions of other packages to manage jointly?

      • TJK: Question for RMFG and TSELG. Possibility to recommend requesting ExL to add a collection to the CZ as enhancement.

Resource Management FG’s test load decision:
Decided: Local 856 bibliographic data
Coming next:
Local RLF bibliographic record migration
Bibliographic records to leave out of NZ

Review decision made by RMFG

Determine what, if any, recommendations for data cleanup, testing or post-migration cleanup will need to be made to support the decisions

Determine how and when the recommendations should be shared

15 min

All

  • 856:

    • There’s a current enhancement request to allow 956 fields to be actionable as local version of 856

    • JH & EQ: Some local discussion about just getting rid of all 856s since they already have equivalent portfolios

  •  TJ Kao to work on more concise/easily digestible version of RMFG 856 recommendations

More migrated data review by Vanguard libraries

Share observation and learn about Vanguard migration results

30 min

All

  • KB: working locally on Basecamp questions to get more clarification on e-resource migration details, and how to interpret what we’re seeing

  • TJK: Extra complication is ExL is now implementing CDI, and details are often lacking

  • JH: started having discussions about training - have any other campuses starting discussion on NZ training?

    • EQ: There will be systemwide training, but not for awhile. Can see if there’s enough interest to warrant specific NZ training.

    • TJK: It’s hard to do training for staff if they don’t have regular access to Alma.

Add recommendations and communicate following harmonization decisions

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