2021-05-04 Meeting notes

Updates (please add in advance)

10 mins

Liz:

Update on some cutover deadlines

Final SCP LHR decision

Final SCP data migration decision

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Shared rules

Review spreadsheet for common fields; talk about vocabularies that do/don’t belong in the NZ

Data removed during OCLC export

6XX fields: which ones do we love, which ones do we hate, which ones are we indifferent to?

OCLC# in NZ

Can we require OCLC numbers in NZ bibs?

Both NRLF and SRLF have large stores of records with no OCLC numbers. Are they the exception and does RMFG want to formally ask that the RLFs prioritize that cleanup post-migration?

From Hermine:

• SRLF has about 85K unsuppressed records without OCLC numbers.

• I’d also like to talk about Acquisitions workflows. EOCR records (for Gobi, etc.) first come in with no OCLC numbers; then, later, acquisitions runs the update inventory import profile with the full records. If that is all done in the IZ, a follow-up job has to be done to link the records to the NZ, potentially losing some of that full data, if the existing NZ record is not full. BUT, doing it in the NZ could cause big matching problems, since it might rely on ISBN matching.

  • AEFG is currently testing that workflow for those reasons. There are a lot of complications with splitting EOCR (an other) on order imports b/t the IZ and NZ when it comes to the “update inventory” profile. AEFG has a question out to the SUNYs as well.

  • It’s probably about time for the RMFG/AEFG group to meet again to talk through some updates and see what the options are.

Best practices document

Review test load doc and see if we want to keep the same format

Some SUNY documentation:https://slcny.libguides.com/c.php?g=986218&p=7248748

MVP items

RMFG-MVP-003:

Best practices and training documents for exporting records from OCLC into Alma using the Gateway

• How close are we to final?

• Can we recommend the NZ Gateway + some step 2 (probably a template) as the RMFG-approved way?

  • From Hermine: Should we ask CDL to change the validation rules to prevent local extensions being added to the NZ? Basecamp post about local extensions in the NZ

  • From Yoko: UCR would like to go with the IZ gateway + norm rules/template.

NZ Authority Control Task List

Orbis Cascade, CSU and WRLC have either already or are preparing to turn of authority control in the NZ.

• WRLC recommendation

• SUNY policy (based off of WRLC)

What do we want to continue testing?

How else do we locate sets of authority records for update?

Is there a way to get the ACTL-type reports out of Alma (headings w/o matches, etc.) without running the linking jobs? (-HV)

• Maybe?