Updates from Vanguard Campuses Q&A sessions with ExLibris. (Key takeaways, anything that needs to be added to decision pages?) UCSB: OAC in CZ would be just one record for an entire database which would not be an option. UCLA: -- Migration involves combining three databases; ExLibris will not be able to help deduplication between the databases. -- Analytics’s search may be powerful but generating reports would need more steps. -- Pre-migration decisions and specs need to be ready by July 2. UCSD: Discussed P2E process. CDL/SCP: -- Had a meeting with ExLibris, PCC, ACQ/RRM FG; most SCP questions answered. -- Migration process: loading records > P2E > SFX data; will test SFX > P2E with a small set of records. -- P2E process may be able to allow more than one 856 $z note.
Deadline updates New final deadline for Vanguard is July 31; decisions made this weel will give time for campuses to get the data ready, correct them, and communicate with ExLibris.
2
Review/update decision pages
Vote on draft recommendations in order to submit decisions to PPC on 6/26
45 mins
PPC has asked that these decisions be finalized and submitted by 6/26.
Overall goal of these decisions is to give campuses time and flexibility to compile data.
856 local data for the Vanguard --Still unclear what will happen to local 856s; possible they get lost upon matching against NZ --Notes (coverage, etc.) in $3, $x, $z are important for some campuses. --UCSD will copy to 956; UCB will do nothing. --How useful is copying to holdings records when holdings records will not be retained in Alma? > It will help P2E which will look for linking info in holdings first, and then bibs, but maybe not so useful for the purpose of reserving the data after migration; leave it as an option in the recommendation? – yes; UCLA could test the holdings option with a small set of records. -- The first-in record’s 856 will be shared with all campuses in NZ/Primo; should campuses remove 856s from bibs? Can ExLibris remove them after P2E? > Recommend copying data, not moving it for now. -- How does Primo pick up 856s in bibs for finding aids? > Refer to Discovery FG.
Non-OCLC 035 data for the Vanguard --Uncertain at this point whether the presence of non-OCLC 035s will affect the migration process or not > Testing mixed data would help learn how the data behaves.
--Are Vanguard campuses planning to move all 9XX or only some of them? > UCSD: only selected fields; UCB: some unique fields --793 collection title? > option to move to 9XX but there is not mandate > add a note to the recommendations.