2023-01-23 OARMPT Meeting

Gather & Announcements

Assemble as a group and share info

5

Team

Happy 2023!

Planning to have an interim report to deliver in June or July

Discuss Questions from OARM Chart

#1 - What is considered OA?

#2 - How do we decide to use OCLC/vendor or CZ records, and what are the minimum requirements for a quality bib record?

Develop answers to questions that arise from our workflow chart

Finish our review of the SCP OA Definition document by early March to send to stakeholders

40

Carla

• Review comments in SCP OA Definition Review: https://docs.google.com/document/d/1PDFHWb4V9yV64Z7FnH1HGu_TdG5UWgT80nD90U9tk0Q/edit

• For reference: see Questions from OARM Chart [notes in doc]

• Discuss review process

  • Which stakeholder groups should be consulted? And campuses?

Solving the Missing OA Links Problem

Understand what part of this issue is within our scope, how we can help solve the issue*

5

All

• 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.     [Moved to Parking Lot]

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

Report back from SILS groups

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

5

All

• E-Resources -

• Discovery -

• Resource Management -

• Campus Updates -

  • UCLA - sent request to activate CZ collection to SCP; can use this as a pilot and report on how it went

• Other (JSC, SCLG, CKGs, etc.) -

Wrap up & Homework

Review actions and decisions

5

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.

• “OA cooperative”

Total

60/60