To be approved at our next meeting (7/20)
Deliverable | Priority | Due Date | Status | Effort | Notes | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Feedback for ERES 930/973 Decision |
| March
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WorldCat Updates: Updated documentation |
| End of April-ish
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WorldCat Updates: Central announcement |
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WorldCat Updates: Expand to all formats |
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Decision pages for Batch deletions by CDL |
| April
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Bound-withs Policy Page |
| May/June
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| *this does not mean standardization | |||||||||||||
Update/Revise MARCIVE Import Profiles/Decision Page |
| October/November
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Non-English cataloging records in the NZ Policy Page |
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| Can draft a quick policy note to add to best practices page | ||||||||||||||
Authority Control Workflow for staging NZ reports Workflow for claiming records to work on Workflow for one-off corrections in Connexion Recording local series treatments |
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| Huge | Need varies greatly based on campus. Working with the NZ ACTL reports does not seem possible, especially since implementing WCUs. | |||||||||||||
ETD Policy and Procedure Pages Outline current understanding of the process |
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Low
| Low | Campus Electronic Theses and Dissertations (ETD) Metadata Practices | |||||||||||||||
Implement Suppress from Discovery Network functionality |
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| Low | Waiting on Discovery | |||||||||||||
Brief level review subgroup formation: --update rules --review where the brief rules are used and suggest improvements |
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| Medium | Changes made. https://drive.google.com/file/d/15oHTqnCMTH0QikAyChjNpMjSE9l_wabo/view?usp=sharing |
, and Gem ran the “Identifying brief level” job. | ||||||||||||
World Cat Updates: add “new” files |
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WorldCat Updates: add “merge” files |
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Local Resource Types |
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| Medium | RM provides a supporting role for these, we aren’t the decider for which resource types to implement, just how to make sure they function. So this is “high” for us once Discovery decisions have been made | |||||||||||||
Non-Gobi Shelf Ready Records: Best practices page Shared system-wide understanding/terms with vendors |
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| High | Will start with a UC coffee chat to brainstorm | |||||||||||||
WorldCat Updates: Reports |
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| High? | Probably not feasible/worth it to make all reports available. What are the use cases? Do campuses know how to identify records through Analytics, etc.? | |||||||||||||
Update/Revise 856 Field Decisions |
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| Still needed? | ||||||||||||||
Standardized Holdings Policies |
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| Huge | Is there a need? Are there use cases? | |||||||||||||
Expand access to NZ |
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| Medium |
Gather use cases, bring to All Chair and Ops; collaborate with renegotiation team.
Proposal provisionally accepted, | |||||||||||||||||
Policy for managing Linked Data in Alma |
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| Medium | ||||||||||||||
System-wide RM “Coffee Chat” |
| Ad hoc |
| Consider scheduling quarterly systemwide meetings to align with Alma releases. Ideas for topics:
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Updated Normalization/Merge Rules |
| Quarterly |
| Medium | Decision page: https://uc-sils.atlassian.net/l/cp/AwzG8b1m Requests tracked here: https://uc-sils.atlassian.net/l/cp/CAQB8XYu Changes will be compiled into quarterly releases (unless critical) Tracking: In the rules and in Google Drive https://drive.google.com/drive/folders/1uFrYKPMYJMePnNaurjgiD2XNVFKozbrH?usp=sharing | ||||||||||||
Monitor Implementation of Official RDA Toolkit |
| Ongoing |
| What does it mean to implement the new RDA? What can we expect with records cataloged using the Official Toolkit? | |||||||||||||
Address local 95X-99X fields in the NZ |
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| Medium | Might involve norm, merge, and indication rules. Need to address incoming records and existing records/campus cleanup. | |||||||||||||
Investigate new functionality for record retention in the NZ and make decisions about implementation |
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| Medium | Could influence our current process for making sure bound-with constituent records are not deleted. | ||||||||||
Address NZ records without OCLC numbers |
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| Medium | Determine scope; make decisions about how to move forward. | ||||||||||||
Consider restricting editing of 035s beginning with (OCoLC) |
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| Low |