2021-02-23 Meeting notes

Updates (please add in advance)

10 mins

All

Liz:

• Tentative PPC guidance for decision deadlines

  • mid-April for data migration

  • June for workflows

• New special fiscal close session added for March 25

• IC-PPC/Ex Libris subgroup update

Jean: Berkeley asks that in each new document or spreadsheet, we spell out acronyms and initialisms, every time, somewhere in the doc. As a footnote perhaps, or at each first use in the doc… (Like RACI [although Lynne Grigsby of Berkeley said “Oh, IT people use that one a lot, so we all know it…”] and like all the other not-completely-familiar-yet groups and so on). Everything is new and sometimes hard, and we need all the clarity we can easily get.

UCLA:

• Need to define a set of cataloging roles by Friday so it’s easier to assign user profiles. Initially thinking along the lines of:

  • Lead cataloger (Electronic Inventory Operator, Electronic Inventory Operator Extended, Physical Inventory Operator, Physical Inventory Operator Extended, Repository Administrator, Repository Manager, Catalog Administrator, Catalog Manager, Cataloger Extended, Designs Analytics)

  • Cataloger

  • Student Cataloger

  • Acq/Cat combo?

  • Does anyone have an example of something like this they could share?

Test Load comments

20 mins

Jean: Berkeley is indeed timing its Test Load! I was wrong.

UCLA:

• Accidentally loaded some suppressed records into NZ because I forgot about 019s being changed to 035 $z--sorry!

• Multi-match report contains only about 2K records, yay. Created a spreadsheet; could be helpful to other campuses, since the problems are generally caused by other records containing a deprecated OCLC number in the 035 $a.

UCSD: so far, so good. Looked at some of our non-roman data again and some of it just needed to be fixed in our record. We got accounts on Friday so this week will be mostly data review

CDL/SCP: data looked as expected; had 1000+ multi-matches (most SCP records, ~200 MARCIVE); the total NZ bib & portfolio numbers are not matched with Alma searches; also has issues with “available for” data migrated from SFX/360; ExL looks into them now.

Testing documentation

Identify data decision vs. non-data

20 mins

can we label our test scenarios so we know which ones need to be done in April-ish?

Internal training group

10 mins

Jean: About the Working Inventory for ITG spreadsheet (if this column is the correct spot for this comment): Berkeley is meeting again on Th., Feb. 25 to go through it line by line, so I won’t have much more input during systemwide RMFG Tue. meeting. I hope it can wait for Berkeley’s work, as I don’t recall a hard deadline.

Liz: Let’s maybe revise this a bit and focus on a few things we can deliver: OCLC=>Alma and a few best practices for import profiles

ETDs

10 mins

TSELG has asked us to look at possibly standardizing the MARC fields that are included in Merritt records, let’s start with an inventory of fields your campus needs and where they come from.

Please ask your campus to fill this out before March 1

OCLC/WorldCat daily updates

Continue discussing questions/concerns/thoughts around OCLC updates

20 mins

Please/please can we all name this “WorldCat Updates”? and change the name of the document too. My local colleagues talked about this again, and want to be so precise in this new consortium. Respectfully, JD.

Please review the google doc, can we approve the tentative RACI list by Thursday?