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Item

Desired Outcome

Time

Who

Notes

Decisions

Local group takeaways

Actions

1

Updates (please add in advance)

10 mins

All

Liz:

Jean:

Final opinions of our last week’s Train-the-trainer sessions from Jenny D. of ExLibris

Hermine:

  • Loaded all locally-edited SARs and local authority records from Film and Television Archive into IZ.

  • First week of prep for spring workshop - 35 people RSVPed for resource management sessions!

2

3/22 OCLC session prep

20 mins

Anyone willing to give a 5 minute presentation on these topics:

OCLC Gateway (Liz)

Searching in the MDE

Import profiles (Hermine)

4 slides per presentation:

  • Best for/not recommended

  • Setup/credentials

  • Impact of merge rules/preferred

  • NZ considerations

Anyone can attend this session.

Elizabeth Miraglia will create a slide template that others can add to. Someone needs to sign up to present on searching in the MDE.

3

OCLC updates

Vote on test criteria and import profile parameters

5 15 mins

Subgroup update

Please add any OCLC holdings symbols your campus would like to have tested before 5pm 3/19

Add any OCLC symbols you would like included by 5 pm on 3/19.

4

ETDs

Confirm whether a standard ETD record is feasible before migration

20 30 mins

Test template

5

Bound-withs

Review Ex Libris and other consortial documentation

20 mins

https://www.orbiscascade.org/bound-withs/

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/070_Configuring_Resource_Management/009Configuring_Related_Records_for_Physical_Inventory

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia

https://calstate.atlassian.net/wiki/spaces/ULMS/pages/749666307/2019+Alma+Enhancements+-+First+Round

“Ideal” ETD record

Can we vote on this next week?

Goals: take advantage of NZ workflows/collections

Take the Ideal ETD record back to your campuses and give feedback by EOD Monday.

5

Looking ahead

Upcoming decisions (note schedule change)

Adding/managing OA resources (voting meeting 3/30)

Local 856 data (voting meeting 3/30)