Page Comparison

Gather & Announcements

Assemble as a group and share info

5

Team

• Nov. 7th meeting date

mtg on 10/31 to avoid conflict with the Unit 17 Table Team meeting

Interim Report Status

Review feedback so far

10

Team

Interim report sent to OT 8/1/2023:

• Some comments received from sub-groups

• No official feedback yet from OT

• Any feedback from Jared or Nicole from our last meeting?

CKG group is appealing…what makes something a SILS group vs CKG?

• Chairs to meet with OT Steering Committee at their next meeting to discuss our Interim Report

• Nov 21 meeting will be informal check-in

Also ask committee about how they envision workload changing

Review RM-OST Draft Proposal for Expanded NZ Access

Provide feedback/additional use cases on the draft proposal

1020

Team

• Feedback and additional use cases requested by October 25, 2023

OARM-PT use case: adding and maintaining electronic portfolios is the main use case that we’d like to share on this draft

Everyone add their additional comments to the document or place them on the next mtg’s agenda

Work plan goal discussion: Provide recommendations for models of work

Compile a list of questions from our documents & discussions; decide which questions our group can answer, and which an ongoing group could tackle; decide on recommendations to propose

30

Carla/All

See spreadsheet for OARM-PT Workflow Proposals

Discuss metadata maintenance

• Brought up the issue of Worldcat Daily Updates on CDL-managed OCLC records. Currently, CDL OCLC holdings symbols are excluded from getting Worldcat Daily Updates. If OA records are managed in NZ, that means they will not be automatically updated via this method. Conversation was previously discussed at SCP-AC about potentially merging all the various -ER symbols into one, but did not move forward

• How should we tackle metadata maintenance for CZ records, especially enhancing records with OA metadata, given our principle that OA resources should be tagged as such, and that we consider OA metadata part of metadata quality? (ex: a CZ record/collection that is OA, but none of the bib records have OA metadata, and adding it to CZ records may not be advisable because they are following PCC Provider-Neutral Guidelines, which does not currently allow for the OA metadata)

• More broadly, should we advocate for OA status to be captured at the portfolio/URL level rather than the bibliographic record level, as there are many cases of resources being both OA and paywalled (although, if a resource is OA, we should probably focus on that access point rather than the paywalled access point)? This seems like it would be a larger discussion/advocacy project/Idea Exchange

• In the meantime, can we also explore the Public Access Model in Alma’s Electronic Portfolio Editor Acquisitions tab as a place to record “open access”? Example of how it displays under the Online Access section (“Access Model Please note that the platform supports unlimited and unrestrict…” I guess the statement shouldn’t get too long or it will get cut off XD )

• There was also the question of the use case of the 506 OA metadata beyond user discovery; this metadata could be useful for analytics of our collection; UCLA public services is creating a libguide of OA resources for those who don’t have credentials, such as community users and alumni, where being able to have a reliable OA facet could be important.

Discuss Advocacy

• Idea Exchange/NERS

• Advocacy from other groups to Ex Libris

Metadata Maintenance

• Wrap-up and agree on conclusions

• CZ Update Task List in scope?

• WorldCat daily updates: where does this issue stand? Note any contingencies in our final report

Discuss Advocacy

• Idea Exchange/NERS

• In final report, we can note advocacy avenues (for ongoing group); ExL, also to publisher who provide metadata to ExL

• ExL reluctant to do manual processing of metadata

• Advocacy from other groups to Ex Libris

  • Encourage Ex Libris or content providers to update their metadata

Assessment

• Pilots recommended to produce data to make a decision

  • Pilot can also be used to develop decisions about certain types of scenarios (such as requesting a duplicate title because the existing CDI record isn’t good enough for discovery)

• Visibility needed for tickets

• Also for ongoing group

Make these recommendations in final report:

Using CDL helpline for troubleshooting

When we can, we should advocate for OA metadata in record (opportunity for an ongoing group)

Carla Arbagey Check with e-resources about who is managing CZ Update Task List in the NZ

Report back from SILS groups

Understand what other SILS groups and campuses are doing in relation to OA

5

All

• E-Resources -

• Discovery - Is looking into the pros and cons of “excluding CDI eBooks” from search results to reduce duplicate records.

• Resource Management -

• Campus Updates - UCLA is wondering if any other campuses have customized the OA label in Primo VE? Example of UCLA’s customization: https://search.library.ucla.edu/permalink/01UCS_LAL/192ecse/cdi_proquest_journals_2799286803

• - UCR: Received request to add duplicate records because CDI HT records are not sufficient (e.g. item-level titles like “Annual Report” doesn’t help user identify exact item)

• Other (JSC, SCLG, CKGs, etc.) -

Wrap up & Homework

Review actions and decisions

Team

Parking Lot

Capture important topics for future discussion

Team

• How to find items that are OA but have slipped thru the cracks, not being labeled OA?

• Something coming from Discovery group

• Another area is to rethink JSC and whether they want to continue approval role.

• Considering ongoing maintenance of OA in Alma/Primo - who is responsible?

  • Because OA would be in the NZ, most maintenance requests would go through CDL Helpline - where in CDL would these requests go?

    • From CDL: With broken links, Helpline will route the issue to the CDL Acq staff, in some cases we may loop in SCP, to review what needs to be done in Alma.

    • For troubleshooting OA:

      With collections like ROAD, DOAJ, or Free e-Journals, those are turned on in bulk with thousands of titles -- and the titles are not individually requested by users either. If we can’t immediately find a correct URL or the user doesn’t suggest one when reporting the issue, we will just deactivate the portfolio. In short, not a lot of time is spent trying to fix a problem with one of those types of collections. With a collection like this, the titles are all coming from individual publishers and it will more often be the case that there is a problem with a single title and not the full collection, such as a small OA website disappearing from the internet.

      If there is a problem with an entire CZ-collection, we can report it to Ex Libris to resolve. 

      For OA collections maintained locally, SCP may batch update the URLs too.  

      Of course there are also OA materials that we pay to support. Generally speaking, those would be treated as if they are paid collections and we would work with the publisher to resolve any issues there.

• Statistics/Resource Management as related to the workflow

• Related to CZ Updates Task List: Consider a cleanup project to compile a list of open access collections in the IZ that are already activated in the NZ. Deactivate and delete those collections from the IZ. This would help with maintenance since we would not have to sift through redundant data if we decided to use the CZ updates task list.

• Solving the missing OA links issue: determine what is within our scope:

  • From Becky: UCSD’s Serials Cataloging Group has the following info as to how UCSD is handling this. Please read the following especially the Content Corner Update:

    1. “Are we doing anything with the Community Zone Updates Task List at the moment? When a portfolio is deleted from a community-managed CZ collection, the IZ copy of the portfolio is deactivated and unlinked from the CZ and becomes a "local" portfolio. We currently have no way of being notified of these changes except via targeted periodic sweeps. Using the CZ updates task list would give us a list of updates that directly affect our resources.  Who would review the updates, how often, etc.? Who would take care of cleanup?”

    a.      Content corner: 2022 Alma CKB Release Notes: September-December

    b.      Who would review the list of the updates and do the cleanup? TBD.

Total

60/60