2022-07-18 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

CDLNZ-PT Needs Assessment

Provide overview of draft “Summary of Needs” tab, gather feedback on Needs Assessment. Part 2: Campus Needs

45-60

@Erika Quintana

@Lisa Spagnolo

@Lisa Mackinder

Feedback requested by July 22

7/11 - Review CDL Needs (see meeting notes)

7/18 - Review Campus Needs & compile feedback.

CDLNZ-PT Meeting Notes and recordings: CDL Shared Collections in the NZ Project Team and the group Charge: https://docs.google.com/document/d/1ltdwLhyyH6tvMTIgDST7UEr1q61CIWysfxaR7VLALig/edit

Needs Assessment Summary (note doc is view-only). Second group is focused on Campus and Campus/CDL general work needs. Erika went over the considerations and complications related to Campus needs in relation to CDL workflows & processes:

Feedback & Notes from ACQ:

• Erika brought the timeline to CDL-NZ group

• E-resource is doing the parallel reviewing on the assessment

Linking the specific resource that was purchased, purchase details such as subscription terms, and how much was paid.

• needs specific information of the CDL titles that are purchased by the campus

• troubleshooting such as avoiding the duplication

• all contents need to be discoverable and accessible 

Ability to identify CDL activity vs. local activity with the same provider

• tied with e-resource needs: about the provider (CLD vs local)

• understanding what we have in locally vs systemwide

  • tied with cancellation policy and process

• Main point: visibility and access 

  • Current status:  Alma - all title search allows to see general info in Alma for each campus holdings - does not contain all information we need

Comprehensive, current record of license agreements and amendments negotiated by CDL

• access for license terms

  • it is not enough/clear information for the status of the terms, including Tier 2 and historical information

Campuses aware of what CDL is purchasing and current status

• purchase in the workflow - what is the status of the purchases 

  • help local purchases and budget/resource allocations

• especially for transformative agreement/purchases: e.g. Nature

  • big factor/contributor: complexities of negotiation needs/steps

IZ/NZ data available, standardized, and documented within Analytics

• having the data access in IZ/NZ in order for us to gather data and create a report with Analytics

Usage Data (CDL/Campus)

• combined need and effort to gather data and create reports

  • tied to vendor record (not 100% reliable and clear because based on IP address)

  • administered in NZ vs re-configure to be IZ side? 

Full troubleshooting procedure (CDL/Campus)

• make it more visible about the current issues so that we can identify the process for troubleshooting - how we can find the way for the solution/how we troubleshoot the current issues

• may need to have this as a project later on - some other needs may be the driver for this and tied with the troubleshooting.  

Please review Needs Assessment Summary for clarity and completeness. Comments can be added via the # acq Slack channel or SILS Acquisitions Operations Subteam list SILS-ACQ-L@LISTSERV.UCOP.EDU

ACQ Work Plan - License Terms

0

All

New Decisions page at Licensing Terms for Display in Primo (of great interest to the Resource Sharing OST crew). @Lisa Spagnolo has updated / edited the license terms page to indicate licenses are linked to e-inventory.

deferred

ACQ Work Plan - Developing Policy/Procedures for MVP 003

Review Progress on Documentation

0

Laura, Erika, Lisa S.

Use of (Brief) Order Records in NZ/IZ

https://docs.google.com/document/d/1sYpjvpv0wd-7DjERRWoBqOYqHNaCz1Rm9M-ImKolW_Y/edit

• 5/2: UCI update from discussion w/ Moriah and percentage of brief bibs w/out OCLC numbers. Can be 1-2%. Occasionally record in GOBI system can have OCLC number of a different title - would not be reconciled in API process (or can be not preferred record but same title). Additional discussion of complications, timing, etc. Potential clean-up issues downstream, so NZ maintenance concern.

• Risk/benefit - risk of non-matching etc. and NZ quality. Benefit of OCLC daily updates.

• Q re: how API works at IZ level - match on POL, so overlay happens. Does not complicate factor if loading in NZ (and mismatches, overlay mishaps, etc.). Discussion of campus implementations.

• Ebooks: not ideal situation for using API, creates standalone portfolios. Load of Digital Plus record should create portfolio in collection, etc. Using “unlink from CZ record” in import profile - to take advantage of full bib for an ebook and also reside in CZ collection. Minimizing unwanted duplication or complicating multi-match outcomes.

• Intersection with assessing the Gold Plan. If manually handling w/ OCLC record due to addressing other potential problems.

• Local approach to “Share/Link to NZ” permission, frequency of running, etc.

deferred

6/6: Decision page approved!

Gold Plan with GOBI - Renewal Information

Time Permitting

Assessment of GOBI OCLC Plus service

Proposal for the University of California System is July 1, 2021 - June 30, 2022 with two option years for renewal FY23 and FY24. All UC libraries can utilize the cataloging service, API service, etc. for a flat fee.

CDL using service for Wiley, Cambridge, Springer.

Contract decided before clear understanding of Alma workflows and WorldCat updates implications. Gold service is essentially $6 bets against whether anyone else will have updated the record - would in house cataloging be a better use of $? UCI API testing will give us a better idea of the kind and frequency of titles that come through without good records.

• Testing will be this week of 4/25 sometime.

5/2: assessing criteria for print (like supporting shelf-ready) vs. ebooks.

Discussion of enhancing/influencing CZ - could be role for SCP. Additional discussion of quality of CZ, and debating decision to use local collection.

Alma Analytics Overlap analysis can indicate whether CZ records exist, but doesn’t do a MARC field count (quality/completeness of metadata). Not certain yet how we might evaluate CZ records. It’s also possible that once older records have had enough time to be improved, they are more discoverable.

How much management is required for local records? Really weak CZ records: do we upgrade them (e.g. add subject fields)? How do we address CZ records which have much more robust CDI records?

Q: What led campuses to implement/not implement GOBI Gold Digital plans?

Erika: is it the best use of the plan when we know CZ record exists? Is it really time saving.

Osmun: cost reasonable for the fully-cataloged bib records

Laura: trying to use CZ records more in spite of shortcomings.

Erika: CZ records have improved over time. Starting to use them more than in the past. CZ offers speed of access and the advantage of having up-to-date URLs in portfolios (platform and link changes are well mapped and managed).

6/6: Laura’s analysis of CZ bib records is in the shared drive; about half of the bibs lacked subject headings, regardless of age.

Discussion of extra cataloging from GOBI – notes in bibs for award-winning books received on approval, or faculty authors

6/27: Group will continue to mull over and discuss on 7/11 meeting.

6/6: Decision page has been created. “Detailed analysis at each campus on the time/cost impacts of the Gold Plus program” is a suggestion for campuses concerned about the cost, not a blanket requirement.

Evaluate service, metadata, ease of use (interoperability between GOBI and Alma). Identify strengths and areas in need of improvement.

• review tech specs

• customer service

• look for common denominators (themes)

CDL / Local campus Workflows - Updates?

Time permitting

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more.

4/25

• Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

• Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

• Google Drive space for recording where/how recharges are recorded

• SCLG supplying fiscal close deadlines.

• CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment

Parking Lot for Previous Action Items

Wishlist: All-UC Import Profiles workshop for after Fall quarter

New Items

Capture important topics for future discussion

No new items at this time.

Actions from previous meetings:

50/50