2022-07-25 Meeting notes

Attendee

@Lisa Spagnolo (UCD) - note taker
@Laura Fouladi (UCI)
@Maricel Cruz (UCSB)
@Judy Keys (UCSD)
@Susan Boone (UCSF)
@Hiroko Acker (UCSC)
@Erika Quintana (UCR), Vice Chair
@Stacy McKenna (UCLA), Chair

Not attending:

@Osman Celik (UCB)
@Lisa Mackinder (CDL)

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Welcome/Assemble	Allowing people to join from other meetings, etc.	1-2
2	Announcements	Share new general information.	5	All	Stacy: SPST team was discussing NZ reports, including “prospective purchases” - when I mentioned the tech limitations we’ve been seeing, they said “We should ask a SILS team for help!” I think they’re starting with Ops Team or All Chairs for inventory, so we may see request for help with options on Acq data. Ex. running an Analytics report and having it not include all the data due to not having that visibility
3	CDLNZ-PT Needs Assessment	Provide overview of draft “Summary of Needs” tab, gather feedback on Needs Assessment. Part 2: Campus Needs	10	@Erika Quintana @Lisa Spagnolo @Lisa Mackinder	Feedback requested by July 22 - any additional follow-up? To support CDLNZ-PT Workflows, please fill out local Reporting Code usage. For CDL NZ considering how to use Reporting Codes for internal use. For NZ/IZ data considerations (from Phase 4) Question via Slack re Needs Assessment: “Expenditure tracking in CDL side, but not campus side. This may be folded under campus#5 or 6, but tracking expenditures is very critical on reconciliation, resource planning and statistics for the campus as well as CDL. Should this be for both, CDL and campus? This is also associated with fund/ledger and analytics as well. CDLNZ-PT acknowledging campus needs, but focusing on building NZ. This is acknowledged as a critical function for campuses, however, and likely conversation for Acq to make sure components work together.	CDLNZ-PT reps will bring back any implications for Acq group discussion/review as processes take shape.	All - fill out current Reporting Code usage.
4	ACQ Work Plan - License Terms		15	All	How’s it going - any feedback from your campuses? 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. Some positive feedback from campus ILL. Stacy updated workplan - to review terms to ensure consistent language, etc. Pending CDL work on this area (i.e., in NZ) for further discussion.	7/18/2022: Decision page approved!
5	ACQ Work Plan - Developing Policy/Procedures for MVP 003	Review Progress on Documentation	20		Does your e-res and print data from vendors come in segregated or mixed? Use of (Brief) Order Records in NZ/IZ https://docs.google.com/document/d/1sYpjvpv0wd-7DjERRWoBqOYqHNaCz1Rm9M-ImKolW_Y/edit RM is encountering problems with CZ records when running the NZ linking jobs. If they can’t find a fix they may come back to us with criteria on situations where loading to the NZ directly would be better. Ignoring CZ exists at import profile, but not at link to NZ job. Campus response is that vendor data/accounts are separated (print separate from electronic). Question: are there samples of records that have been causing issues? Can we identify a pattern of this problem? Discussion of ascertaining the frequency, the clean-up details/options, whether issues tie to OCLC issues on match, etc. And issue with CZ records including problematic data. How can we pinpoint CZ issue to get back to Ex Libris? Ex. is it one vendor with a process that is causing issues in CZ? How are these data issues affecting Primo results? Additional discussion re: options for gathering more information (via NZ Analytics).	6/6: Decision page approved! Sharing record examples to review situations across campuses.	All - consult with your Resource Management representative for more information (while Stacy is following up, waiting on more from RM). @Stacy McKenna will follow up with Hermine with Acq group’s comments.
6	Gold Plan with GOBI - Renewal Information		Time permitting		TABLED FROM 7/25, not discussed. 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.	All: Complete Document for Gold Plan Assessment. (google doc) @Laura Fouladi will share google spreadsheet with GOBI order data: 2022-05 UCI GOBI API Order Data All: think about more data we can pull and present to campuses about the value of the GOBI Gold Plan, especially vs. using CZ records for ebooks 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)
7	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		All: see the Google Drive space on recharges - and add in if not there already.
8	Parking Lot for Previous Action Items				Wishlist: All-UC Import Profiles workshop for after Fall quarter
9	New Items	Capture important topics for future discussion			No new items at this time.
10	Actions from previous meetings:	Total	50/50