2021-03-16 Meeting notes

Updates (please add in advance)

10 mins

All

Liz:

• Public Services Escalation Leaders finalized a recommendation for CDI/OA resources: campuses should migrate their OA ILS bibs, CDI decisions will not be final before go-live

• Discovery finalized recommendations for test load

Jean:

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

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

4 slides per presentation:

• Best for/not recommended

• Setup/credentials

• Impact of merge rules/preferred

• NZ considerations

OCLC updates

Vote on test criteria and import profile parameters

15 mins

Subgroup update

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

ETDs

Confirm whether a standard ETD record is feasible before migration

30 mins

Test template

“Ideal” ETD record

Can we vote on this next week?

Goals: take advantage of NZ workflows/collections

Looking ahead

Upcoming decisions (note schedule change)

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

Local 856 data (voting meeting 3/30)