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Attendees

  • Jharina Pascual, Chair, UCI

  • Michelle Polchow, UCD

  • Sherry Lochhaas, CDL

  • Natalee Bell, UCSB

  • Jeremy Whitt, Vice-Chair, UCLA

  • Jason Dezember, UCB

  • Carla Arbagey, UCR

  • Sarah Sheets, UCM

  • Katie Keyser, UCSF

  • Judy Keys, UCSD

Not in attendance:

  • Jason Dezember, UCB

  • Tamara Pilko, UCSC

Not in attendance:

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

79

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Record: Jharina

Announcements:


Share announcements

5 min

Paula Pascual

Note taker/Actions: Jeremy Whitt
Timekeeper:

CDL:

  • T&F journal agreement signed (limited title list). Holdings closed at 2023 for titles we’re not continuing with. CDL researching perpetual access for each category of titles (subscribed/unsubscribed). Challenges with updating split coverage in Alma, title transfers, and other factors such as archive purchases. Book package updates are coming.

  • JSTOR DDA: More information forthcoming. Management is through GOBI (DDA titles, purchased titles). All titles reflected in GOBI, access working, working on new workflows and verifying data (de-duping)

  • CDL website: Restricted docs now display a request form, can’t provide direct access at Sharepoint across all UCs anymore

2

Standing Item: ExLibris Support Tickets

(UC/ExL mtg, monthly on 3rd Friday: agenda)

Info Share

5 min

Paula Pascual

any outstanding items from the last support meeting?

any items to add to this month’s agenda?

3

NZ display of electronic services

Changes in the order of electronic collections

10

Tamara Pilko

4

Perpetual access decision page

Michelle Polchow

5

Perpetual access decision page

Michelle Polchow

https://uc-sils.atlassian.net/wiki/x/H4BZfQ

  • Decision page or best practice page?

    • Page broader in scope from original work item (to explore technical functionality in Alma for perpetual access).

  • Broader ERES goal of separating decision pages from pages we’ll visit frequently

  • May want additional best practice pages for title transfers (location of content and perpetual access)

  • UCD working on putting some of this into practice. Working on a narrative containing models to answer these questions (title transfer, same publisher but no transfer)

    • In a few months will have more information

    • Exploring using the 857 field

  • Keep decision page as a local practice. ERES is not advocating for a uniform practice or harmonization

  • Create a best practice page containing options for recording perpetual rights in Alma and the pros and cons of available methods

Michelle Polchow Wrap up decision page https://uc-sils.atlassian.net/wiki/x/H4BZfQ, move resources or links to a best practice page

All: What aspects in this page should be moved to a best practice page? What details should stay in the decision page? Discuss at next meeting.

Paula Pascual Add as potential work plan items and distribute them: action pages for title transfers, title changes, other issues listed athttps://uc-sils.atlassian.net/wiki/x/H4BZfQ (if in scope of ERES)

4

Standing Item: Reviewing ExLibris updates and releases

Info Share

5 min

Paula Pascual

Links to Sources of ExLibris Updates/Release Notes

T&F journals autoholdings now uses dedicated electronic collection

DARA Recommendation to Use Upload Electronic Holdings Integration with All Relevant Provider

6

License updates (e.g. Permanently deleted licenses were not fully removed from electronic collections. This was fixed.)

5

Expanded NZ Access Proposal

All - discuss proposal feedback as a team on

6

Wrap Up + Action Items

Review action items and next steps

5 min

Jeremy Whitt

87

Parking Lot

Capture important topics for future discussion:

NZ display of electronic services

8

Total

60/60