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

Record

Review previous notes and tasks

5m - Ellen

Title counts - Process for making decision

30m - @Ellen Augustiniak (Unlicensed) 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 Statistics: Title Counts

• 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.

Next iteration of the Team

10m - @Ellen Augustiniak (Unlicensed)

• 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.

Wrap up - Review actions and decisions

1m @Danielle Westbrook

Parking Lot - Capture important topics for future discussion