2022-08-15 Meeting notes

Attendees

@Osman Celik (UCB)
@Laura Fouladi (UCI)
@Maricel Cruz (UCSB)- note taker
@Judy Keys (UCSD) - time keeper
@Hiroko Acker (UCSC)
@Stacy McKenna (UCLA), Chair
@Erika Quintana (UCR), Vice Chair

Not attending:

@Lisa Spagnolo (UCD)
@Susan Boone (UCSF)
@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	8/15 - No announcements
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	Working on funds/ledgers mockups 8/15 - Still testing Feedback requested by July 22 - any additional follow-up? To support CDLNZ-PT Workflows, please fill out local Reporting Code usage.	CDLNZ-PT reps will bring back any implications for Acq group discussion/review as processes take shape.	All - fill out current Reporting Code usage. [UCB, UCD, not yet filled out as of 8/15]
4	ACQ Work Plan - Developing Policy/Procedures for MVP 003	Review Progress on Documentation	10		Any new info? Initial assessment says faulty CZ records are largely Brill materials - e-res using Print OCLC recs, or e-res records with Print OCLC #s included. Our considerations were passed to Hermine Vermeij of the RM Ops Subteam, but no feedback yet from the group at large. 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). 8/8: No new info from Resource Management; troubleshooting is still ongoing.	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).
5	Gold Plan with GOBI - Renewal Information		20		New data re:contract details shared in Slack. Any new perspectives? (UCSB was a sticking point, and Maricel is on vacation - voting on decision should wait for their input.) 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. 8/1: Updated decision title and language in “Recommendation” section. We’ve committed to review again in Feb/March 2023. 8/15: DECIDED following discussion that lump sum payment would not be adjusted per campus per subaccount	All: Share draft decision page to gather campus feedback as needed 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)
6	CDL / Local campus Workflows - Updates?		Time permitting		5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more. (Still true 8/15) 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.
7	Parking Lot for Previous Action Items				Wishlist: All-UC Import Profiles workshop for after Fall quarter
8	New Items	Capture important topics for future discussion			No new items at this time.	8/15: Since no new items are currently under discussion and since CDL workflows discussion on pause, subgroup will meet every 2 weeks instead of weekly. Next meeting 8/29
9	Actions from previous meetings:	Total	50/50