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Attendees

  • Carla Arbagey, UCR

  • Sarah Sheets, UCM

  • Jharina Pascual, UCI

  • Judy Keys, UCSD

  • Natalee Bell, UCSB

  • Kevin Balster, UCLA

  • Jason Dezember, UCB

  • Michelle Polchow, Chair, UCD

  • Tamara Pilko, Vice Chair, UCSC

  • Katie Keyser, UCSF

  • Sherry Lochhaas, CDL

Not in attendance:

  • Sarah Sheets, UCM

Meeting documents:
Meeting Recording & Chat (link to file in Google Drive)

New FY22 purchases

Challenge for campuses to activatate locally in A-Z before collection link/SCP cataloging?
Discuss how we can enhance this workflow? Learn about CDL/SCP workflows. Do they activate in NZ ahead of cataloging, or how does that work.highlight decisions from prev meetings.
Licensing info distributed as well.

Discussion: NERS Phase 2: exclude ebook results from CDI.

Michelle and Tamara will pursue an answer/clarification for future meetings.

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Record: Michelle

Announcements

Next Mtg Sept 8


5 min

Notetaker: Natalee Bell
Time Keeper: Katie Keyser
Actions: Paula Pascual

2

CDL-NZ

Updates

10-15 min

Sherry Lochhaas and Tamara Pilko

Group is working on a report; likely will share with E-Resources and Acquisitions when complete. Still figuring out funds/ledgers process as it relates to recharge. In the future, CDL-NZ group will also be reaching out to SD financial department. Look at inventory and doing some testing on that.

3

Onboarding new CDL resources

Round Robin

Collaborative learning

Generally what’s working and what’s not

Experience with UCOP survey process

Other?

20-30 min

ERES (Michelle Polchow Jason Dezember Judy Keys Katie Keyser Kevin Balster Natalee Bell Paula Pascual Sherry Lochhaas Tamara Pilko)

Sarah-UCOP question about how to add e-resource materials; Michelle sent instructions which included using the activation date time period. Michelle noticed locally that a number of resources were missing activation dates.

Natalee-Working with Analytics Coordinator for electronic reference resource count. UCSB is trying to determine best way to pull those numbers. Michelle recommended looking at UCSC folder from UCOP meeting.

Sherry-CDL will be pulling data for serials and not for e-books. CDL will have a meeting about what data points to use to pull the serials data. Sherry mentioned for stats questions to send emails to cdlstats@ucop.edu

Tamara-Gathering usage for reference resources. Mentioned about MPS and that there initially was not any data for UCSC but after a refresh that data is now there.

Jason-Has not been directly involved with UCOP. Currently, is familiarizing himself with Analytics. Tried to limit report to active portfolios for journals but was getting some e-book results too.

Katie-Is pulling numbers for electronic reference resources.

Kevin-Mostly has not been involved with UCOP stats and is focusing more cataloging and database maintenance functions.

Judy-Has not been involved with UCOP.

Carla-Pulling numbers for UCOP for electronic resources.

UCOP option to follow UCSC analytics which can be found here:
Shared Folders/Community/Reports/Institutions/UC Santa Cruz/UCOP Reports

If you want to re-watch the UCOP statistics recording where UCSC presented on their process:

recording and the slides at this link

UCSC model for collecting UCOP stats:

Alma Analtyics >> Shared Folders/Community/Reports/Institutions/UC Santa Cruz/UCOP Reports

UCSC's UCOP statistics presentation and slides: https://drive.google.com/drive/folders/1X9H2PoZQddGx2qDjW03IdG8_tLNLoSe1?usp=sharing

CDL Scholarly Stats for usage: Scholarly Stats - https://c5.mpsscholarlystats.com

Question regarding Scholarly Stats: cdlstats@ucop.edu

Request Network Zone Reports: sils-sysops@cdlib.org

4

Workshop

Update on coordination with Resource Management

15 min

All

Managing multiple custom e-book collections

Managing multiple custom e-book collections

issues: multiple POL on a collection; how to associate POL titles within collection.

https://calstate.atlassian.net/wiki/spaces/ULMSP/pages/806649943/E-books+and+Media (CSU)

https://www.orbiscascade.org/programs/scts/technical-services/documentation/non-serial-electronic-resources-in-alma/ (Orbis Cascade)

 Traill, Stacie (2016) Options for ebook management in Alma and Primo Central. In: ELUNA 2016 Annual Meeting, May 1-6, 2016, Oklahoma City, OK USA. Requires login.

Grant, Erin and Shadle, Steve (2019) Clarifying the Choices: E-Resource Metadata Strategies & Criteria. In: ELUNA 2019 Annual Meeting, April 29-May 3, 2019, Atlanta, GA.

Erin Grant confirmed that no colleagues are able to be a guest speaker at this time. Michelle and Tamara continue to discuss possible alternatives.

  • Could have an eres sponsored presentation with guest speaker. Keep eyes open for anyone we could invite

5

Brainstorm:
Highlights & Knowledge Building

15 min

6

Wrap Up

Review actions and decisions

5 min

76

Parking Lot

Capture important topics for future discussion:

87

Total

60/60