2022-06-27 Meeting notes

Attendees

Osman Celik (UCB)
Lisa Spagnolo (UCD)
Laura Fouladi (UCI)
Judy Keys (UCSD) - time keeper
Susan Boone (UCSF)
Maricel Cruz (UCSB)- note taker
Hiroko Acker (UCSC)
Lisa Mackinder (CDL)
Erika Quintana (UCR), Vice Chair
Stacy McKenna (UCLA), Chair

Not attending:

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Welcome/Assemble	Allowing people to join from other meetings, etc.	1-2
2	Announcements	Share new general information.	5	All	July 4th holiday - no meeting next week! 2022 Alma Enhancements Voting Round 2 (NERS): Consortial votes - All Chairs recommending “Improve letter editing functionality”, campuses are encouraged but not required to add their votes as well (UCLA is splitting theirs 3 ways) SILS Town Hall Th 6/23 - I haven't seen a recording available.
3	ACQ Work Plan - License Terms		10	All	New Decisions page at Licensing Terms for Display in Primo (of great interest to the Resource Sharing OST crew). See ExL Acq configuration https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/110Configuring_Acquisitions/170Managing_License_Terms “Manage license terms” settings apply to your own IZ licenses; CDL manages this for CDL licenses in the NZ. “Enable Display of License Information” is all that’s necessary to enable CDL license terms to display.	Recommended to turn on license display by 6/15, while there is still overlap with CDL’s license portal
4	ACQ Work Plan - Developing Policy/Procedures for MVP 003	Review Progress on Documentation	15+	Laura, Erika, Lisa S.	Use of (Brief) Order Records in NZ/IZ https://docs.google.com/document/d/1sYpjvpv0wd-7DjERRWoBqOYqHNaCz1Rm9M-ImKolW_Y/edit 5/2: UCI update from discussion w/ Moriah and percentage of brief bibs w/out OCLC numbers. Can be 1-2%. Occasionally record in GOBI system can have OCLC number of a different title - would not be reconciled in API process (or can be not preferred record but same title). Additional discussion of complications, timing, etc. Potential clean-up issues downstream, so NZ maintenance concern. Risk/benefit - risk of non-matching etc. and NZ quality. Benefit of OCLC daily updates. Q re: how API works at IZ level - match on POL, so overlay happens. Does not complicate factor if loading in NZ (and mismatches, overlay mishaps, etc.). Discussion of campus implementations. Ebooks: not ideal situation for using API, creates standalone portfolios. Load of Digital Plus record should create portfolio in collection, etc. Using “unlink from CZ record” in import profile - to take advantage of full bib for an ebook and also reside in CZ collection. Minimizing unwanted duplication or complicating multi-match outcomes. Intersection with assessing the Gold Plan. If manually handling w/ OCLC record due to addressing other potential problems. Local approach to “Share/Link to NZ” permission, frequency of running, etc.	6/6: Decision page approved!	Erika Quintana will create a “best practices/how to” page about configuring GOBI API
5	Gold Plan with GOBI - Renewal Information		10		Assessment of GOBI OCLC Plus service usefulness Proposal for the University of California System is July 1, 2021 - June 30, 2022 with two option years for renewal FY23 and FY24. All UC libraries can utilize the cataloging service, API service, etc. for a flat fee. CDL using service for Wiley, Cambridge, Springer. Contract decided before clear understanding of Alma workflows and WorldCat updates implications. Gold service is essentially $6 bets against whether anyone else will have updated the record - would in house cataloging be a better use of $? UCI API testing will give us a better idea of the kind and frequency of titles that come through without good records. Testing will be this week of 4/25 sometime. 5/2: assessing criteria for print (like supporting shelf-ready) vs. ebooks. Discussion of enhancing/influencing CZ - could be role for SCP. Additional discussion of quality of CZ, and debating decision to use local collection. Alma Analytics Overlap analysis can indicate whether CZ records exist, but doesn’t do a MARC field count (quality/completeness of metadata). Not certain yet how we might evaluate CZ records. It’s also possible that once older records have had enough time to be improved, they are more discoverable. How much management is required for local records? Really weak CZ records: do we upgrade them (e.g. add subject fields)? How do we address CZ records which have much more robust CDI records? Q: What led campuses to implement/not implement GOBI Gold Digital plans? Erika: is it the best use of the plan when we know CZ record exists? Is it really time saving. Osmun: cost reasonable for the fully-cataloged bib records Laura: trying to use CZ records more in spite of shortcomings. Erika: CZ records have improved over time. Starting to use them more than in the past. CZ offers speed of access and the advantage of having up-to-date URLs in portfolios (platform and link changes are well mapped and managed). 6/6: Laura’s analysis of CZ bib records is in the shared drive; about half of the bibs lacked subject headings, regardless of age. Discussion of extra cataloging from GOBI – notes in bibs for award-winning books received on approval, or faculty authors	6/6: Decision page has been created. “Detailed analysis at each campus on the time/cost impacts of the Gold Plus program” is a suggestion for campuses concerned about the cost, not a blanket requirement.	All: Complete Document for Gold Plan Assessment. (google doc) Laura Fouladi will share google spreadsheet with GOBI order data: 2022-05 UCI GOBI API Order Data All: think about more data we can pull and present to campuses about the value of the GOBI Gold Plan, especially vs. using CZ records for ebooks Evaluate service, metadata, ease of use (interoperability between GOBI and Alma). Identify strengths and areas in need of improvement. review tech specs customer service look for common denominators (themes)
6	CDL / Local campus Workflows - Updates?		10		5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more. 4/25 Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down). Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows Google Drive space for recording where/how recharges are recorded SCLG supplying fiscal close deadlines. CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment		All: see the Google Drive space on recharges - and add in if not there already.
7	Parking Lot for Previous Action Items
8	New Items	Capture important topics for future discussion			No new items at this time.
9	Actions from previous meetings:	Total	50/50