2026-07-13 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

Announcements

Share new general information.

All

New Business

General Check-In

All

• CERV updates - campuses who voted?

• Acquisitions email exchange - a few surfaced

• Consortium: Link Resolver item and Additional Order

• UCSB: AENH-I-36660 Improve usability of diacritics/special characters tables in Metadata Editor (25 points)
  AENH-I-36611 Have “Additional Orders” for a resource be counted the same as other orders and be clearly visible however you are searching (25 points)
  AENH-I-36606 E-activation task list - set 'done' in Bulk (50 points) [This one got 50 because it had multiple requestors]

  Primo:

  PENH-I-28420 Allow consistent override of relevance ranking with FRBR preferred record configuration (50 points)
  PENH-I-28483 Include Holdings library, location, and call number for physical items in Excel/CSV Export (50 points)

• UCD: Link Resolver, Vendors Management and 2 Fulfillment related.

2026/2027 Chair and Vice-Chair

All

• Continuity assurance.

• Confirm first All Chairs for 26-27 - Erika is now on list and Slack channel.

• July 28th?

We’ll divide the duties of Chair across the group according to this document: https://docs.google.com/document/d/1ePOeRe3B9tGI9LiJ9qu-mEeFmGMq_wuD7MDth7_gZxI/edit?tab=t.0

Issues with update inventory job?

Stacy

• UCLA is suddenly having issues with update inventory jobs for GOBI print firm orders, thinks the issue is on GOBI’s end (trailing spaces?)

• Workaround is manual copy cataloging (despite paying for shelf-ready records)

• Other campuses not having issue?

• Per UCLA, unclear what ExL dev team is working on - what the particulars are.

Lisa/Claudia suggested Gem include in meeting with ExL Support - next mtg is 7/17 (Lisa attending as OT Vice Chair).

Topics from Slack

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

All

• Fiscal rollover - who does it?

  • UCD: Collection Strategies runs rollover. Acq/Library Finance assure invoices “clear” then CS runs reports and rolls funds and POLs, then allocates.

  • UCSB - IT runs actual rollover with specific instructions from Acq on rules for ledgers, funds, and encumbrances; Acq / CSD work closely at end of year but IT does the actual roll. CSD allocates and Business Office enters new year allocations following the roll.

  • UCLA - Business Services doesn’t give Acq permissions to edit funds or conduct rollover

  • UCR - ACQ Accounting Dept (a subgroup of Library Business / Admin Office) manages fiscal rollover, allocates funds, and performs invoicing, and only informs Coll Strat & ACQ units as required.

  • UCB - Acq does fiscal close and ledger/POLs rollover over in Alma and hands it over to Library Business Services.

  • UCI - Acq from both law lib and main lib do fiscal close/rollover together.

• Continuation encumbrances:
  not disencumbering fully
  or alternately not encumbering fully if there was an earlier payment in the FY

  • Managing prepayments on POL; what is needed in new FY, etc.

• GOBI Firm Order "Update Inventory" job ceasing to match records - Ex Libris says OCTOBER; UCLA ExL ticket 08422247 [See above.]

Standing Topics

Any Idea Exchange posts to support?

All

Rialto Check-In

Discussion of Rialto, especially related to recent implementations

All

Reporting Codes 4 and 5

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

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

Other topics

Parking Lot for Previous Action Items

• Review and cleanup SILS Acq workplan i February meeting.