2023-08-21 10 am AASA-PT Meeting Notes

Attendees

CDL @Daisy Nip
CDL @Danielle Westbrook
CDL @Gem Stone-Logan
Berkeley: @Chan Li (Steering Committee)
Davis: @Alison Lanius
Irvine: @Ellen Augustiniak (Steering Committee)
LA: @John Riemer
Merced:@Sarah Sheets
Riverside:@Michele Potter (Steering Committee)
Santa Barbara: @akshayagrawal
Santa Cruz:@Lisa Wong
San Francisco: @Susan Boone

Regrets

San Diego: @Heather Hernandez (Unlicensed)

	Item & Desired Outcome	Time & Facilitator	Notes	Decisions

	Item & Desired Outcome	Time & Facilitator	Notes	Decisions
1	Record Review previous notes and tasks	5m - Ellen
2	Title counts - Process for making decision	30m - @Ellen Augustiniak and guests (Mark Hemhauser, @Adam Baron )	Resource Management input There are several approaches regarding how to generate title counts for third-party reporting. Current approach in the Prototype uses Normalized title, which is in alignment with ARL and ACRL reporting expectations. See decision page for https://uc-sils.atlassian.net/wiki/spaces/AASAPT/pages/2221965326 Could run by MMSID, Normalized Title or Normalized Title + other criteria. Each approach has pros/cons through discussion, hope to reach consensus as a group. RM/expert input (UCB) --- There are challenges with using Normalized title to de-dup; additional variables can be brought in, but it increases the complexity of the query and still yields imperfect results. Accounting for all of the potential variables is impossible - won’t ever be truly accurate (the approach will dedup items that should remain distinct in the count; and it won’t dedup items that are true duplicates). RM experts have been focusing on MMSID; cataloguing using the same record. Problems do arise with eResources (provide access through CZ, OCLC records, etc.), which negatively impacts title counts. Again - will have accuracy issues. Nothing will be truly accurate; use of MMSID is consistent and simplified approach (not relying on many potential variables). Additional feedback Normalized title doesn’t handle print and microform items that are connected. Vendor supplied records (non-OCLC, non-provider neutral); particularly for affiliate libraries, there is significant overcounting. Some campuses are reloading locally what’s already been loaded by SCP into the NZ. At present, Alma Analytics will not permit us to do title level reporting for each campus that accounts for IZ holdings and NZ access. There is some intentional duplication, for local and systemwide record management. We know quality of vendor records varies and there are inconsistencies across portfolios. Resource Management and SCP are also already looking into specific examples of known duplication, to address that. Gut check: MMSID is easiest/most consistent. Acknowledge duplication - which can be significant for affiliates and other local perspectives. For eR, title count is more so (or more often) a record count.	Decision: Let’s pursue MMSID for the UCL/UCOP prototype.	@Ellen Augustiniak will update the applicable decision page to reflect this discussion and change to MMSID. Ellen will also consider potential scope for the extent to which affiliates might need a different approach for isolating title-level counts (to determine whether there are two tracks for title-level reporting: MMSID for systemwide approach; Normalized Title, for smaller affiliates with many vendor records). @Daisy Nip will update title-level reporting to use distinct MMSID. This will still be part of v8.
3	Next iteration of the Team	10m - @Ellen Augustiniak	Ellen will need to cycle off the AASA-PT; new chair is needed for next phase. AASA-PT Steering is revising/extending the AASA-PT charge (a new phase of work; but not entirely re-establishing the team).	Decision: Let’s transition to a bi-weekly meeting (due to holidays, next meeting is Sept. 11) Decision: Everyone will consider serving as chair or in a steering/leadership position.	@Ellen Augustiniak will resend the calendar invite, changing to bi-weekly.
4	Wrap up - Review actions and decisions	1m @Danielle Westbrook
5	Parking Lot - Capture important topics for future discussion