2023-07-03 OARMPT Meeting

Gather & Announcements

Assemble as a group and share info

5

Team

Interim Report

Determine what we will send to SILS OT, what kind of feedback we want

15

Carla, Erica, Becky, Jared

• Report link: https://docs.google.com/document/d/1EQ0pucwod2X9_Tmf7gtEgI8Oz5tb3I8QUD6kDnOoLZM/edit#heading=h.jm4d4qcjezwf

• Need to create a clean copy to send to OT

• Review changes/updates

  • Carla - Next Steps, Group name (Open Access Workflow Strategy Group), membership options

  • Becky - Ingest section?

  • Jared - Weeding section?

  • What kind of feedback are we hoping from OT? Should we send the report to other groups?

Work plan goal discussion: Provide recommendations for models of work

Compile a list of questions from our documents & discussions; decide which questions our group can answer, and which an ongoing group could tackle; decide on recommendations to propose

30

Carla/All

Questions and Proposed Recommendations: https://docs.google.com/spreadsheets/d/1AjbCCgcFJGjfOChyGyr2CK6jzWXbx0mnqVMKtCw--Nw/edit

Voting on Recommendations (Selection, Ingest):

• SCP to handle adding OA monographs to the NZ

• New OA Group to evaluate CZ collections

• Pathways for campuses to recommend one-off resources, bypass evaluation at the UC level

• Pathways for campuses to help with creating records/e-portfolios, using Alma’s automated portfolio loading capabilities

Notes:

Report back from SILS groups

Understand what other SILS groups and campuses are doing in relation to OA

3

All

• E-Resources -

• Discovery -

• Resource Management -

• Campus Updates -

  • UCLA has submitted some tickets regarding OA Community Zone collections. One ticket was asking why a CZ Collection called Open Access Korea was listed as a subscription database. The second ticket was asking why many portfolios in the JSTOR Open Access Books collection don’t have the metadata field denoting the titles as OA.

  • UCLA has also encountered instances of institutions removing 506 OA metadata from OCLC PN records

• Other (JSC, SCLG, CKGs, etc.) -

  • Recent Program for Cooperative Cataloging Operations Committee meeting included report of the Standing Committee on Standards and their progress on updating provider-neutral guidelines to allow for inclusion of OA metadata (currently excluded in guidelines)

Wrap up & Homework

Review actions and decisions

2

Team

Parking Lot

Capture important topics for future discussion

Team

• How to find items that are OA but have slipped thru the cracks, not being labeled OA?

• Something coming from Discovery group

• Another area is to rethink JSC and whether they want to continue approval role.

• Considering ongoing maintenance of OA in Alma/Primo - who is responsible?

  • Because OA would be in the NZ, most maintenance requests would go through CDL Helpline - where in CDL would these requests go?

    • From CDL: With broken links, Helpline will route the issue to the CDL Acq staff, in some cases we may loop in SCP, to review what needs to be done in Alma.

    • For troubleshooting OA:

      With collections like ROAD, DOAJ, or Free e-Journals, those are turned on in bulk with thousands of titles -- and the titles are not individually requested by users either. If we can’t immediately find a correct URL or the user doesn’t suggest one when reporting the issue, we will just deactivate the portfolio. In short, not a lot of time is spent trying to fix a problem with one of those types of collections. With a collection like this, the titles are all coming from individual publishers and it will more often be the case that there is a problem with a single title and not the full collection, such as a small OA website disappearing from the internet.

      If there is a problem with an entire CZ-collection, we can report it to Ex Libris to resolve. 

      For OA collections maintained locally, SCP may batch update the URLs too.  

      Of course there are also OA materials that we pay to support. Generally speaking, those would be treated as if they are paid collections and we would work with the publisher to resolve any issues there.

• Statistics/Resource Management as related to the workflow

• Related to CZ Updates Task List: Consider a cleanup project to compile a list of open access collections in the IZ that are already activated in the NZ. Deactivate and delete those collections from the IZ. This would help with maintenance since we would not have to sift through redundant data if we decided to use the CZ updates task list.

• Solving the missing OA links issue: determine what is within our scope:

  • From Becky: UCSD’s Serials Cataloging Group has the following info as to how UCSD is handling this. Please read the following especially the Content Corner Update:

    1. “Are we doing anything with the Community Zone Updates Task List at the moment? When a portfolio is deleted from a community-managed CZ collection, the IZ copy of the portfolio is deactivated and unlinked from the CZ and becomes a "local" portfolio. We currently have no way of being notified of these changes except via targeted periodic sweeps. Using the CZ updates task list would give us a list of updates that directly affect our resources.  Who would review the updates, how often, etc.? Who would take care of cleanup?”

    a.      Content corner: 2022 Alma CKB Release Notes: September-December

    b.      Who would review the list of the updates and do the cleanup? TBD.

Total

60/60