2025-02-10 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

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All

• New head of SCP (Marcus Jun) starting today (February 10!)

• Openings at UCR and UCSB

GOBI Cataloging Services Subscription Review Project Team

Provide updates to the team about this SCLG-charged project team and share opportunities for feedback as they arise

20

All

• Survey is live and due on Thursday, February 13: https://forms.gle/Tm5bx51gnEXxGXC3A

• Sharing permissions for Google Form fixed

• Experiences with GOBI customer service

• Brief records and NZ records

• Timing of EOCR and EDI

Rialto Check-In

Discussion of Rialto, especially related to recent implementations

5

All

• UCSB starting implementation on Feb 21

• Regression with print orders

• UCI’s implementation complete, concern about holdings not showing up in GOBI

  • UCR sets holdings manually (covered under cataloging services?)

Topics from Slack: Electronic standing orders

Recap discussions for any follow-up or further discussion (if any).

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• How do campuses get the orders / bibs / activated portfolios for all the monographic series?

• Other campus workflows:

  • Serials standing order/subscription (not analyzed as monographs)

  • Series on approval, individual mono records

Topics from Slack: Deactivating vendors

Recap discussions for any follow-up or further discussion (if any).

2

All

• Is there a vendor job to deactivate a list of vendors? UCB?

  • No. Submit a SalesForce ticket.

Topics from Slack: All Titles UX

Recap discussions for any follow-up or further discussion (if any).

12

All

• More changes listed in February release notes

• Acq-related issues on the Alma list (today)?

• UCSC holding brown bag info session for campus staff. Interest in promoting something systemwide?

  • Lightning talk format

Reporting Codes 4 and 5

Create a decision page to officially “release” reporting codes 4 and 5 for campus use

0

All

• Phase 4 decision: AEFG (Go-Live) Campus Purchase Order Practices for CDL and Related Local E-Resources (AEFG-MVP-002)

• New decision page created (placeholder): https://uc-sils.atlassian.net/wiki/x/LAB4sQ

Testing Project: How to Order CDL-Managed Resources in Alma

Find volunteers who are interested in working with CDL to test the different options for creating IZ POLs off NZ inventory and bib records and how those options impact acquisitions workflows, reporting needs, and discovery

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All

Last round of testing: https://drive.google.com/drive/folders/1zVKZcB4ZBWUKilLQH6oFvZX7Qp_aNgOk?usp=drive_link

Volunteers:

• Judy

• Osman

• Susan

• Maricel

@Laura Fouladi will reach out to volunteers with survey about current practices

Other topics

Parking Lot for Previous Action Items