2022-07-19 Meeting notes

Attendees

Tom Bustos, Operations Team (co-chair)
Stacy McKenna, Acquisitions Operations Subteam chair
Michelle Polchow, eResources Operations Subteam chair
Jesse Kruppa, Discovery Operations Subteam chair
Ernesto Mendez, Fulfillment Operations Subteam chair
Alison Ray, Resource Sharing Operations Subteam chair
Liz Miraglia, Resource Management Operations Subteam chair
Caitlin Nelson, SILS Operations Center at CDL representative

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	(STANDING ITEM) Subteam Roundup	Check-in on OSTs - capture any shared issues or cross-team task	0	Team	F - Exploring AFN Borrowing Harmonization (# of Borrowing items). AFN Consortial User Block/Cash Limits Testing Continues Newly Subgroup Created to standardize workflows for AFN Missing Items from Hold Shelves, etc. Resource Management: We are now bringing in updated OCLC records for all formats (previously excluded serials). Ended “preferred term correction” authority control job since it was causing more harm than good Working through some of the new workflow questions/challenges with this recent decision: Use of (Brief) Order Records in NZ/IZ since the NZ linking job is more complicated for some campuses than others Acq: Reviewing needs assessment from the CDLNZ-PT. (Related - mentioned CDLNZPT work, especially challenges around seeing other units in progress purchases, to Shared Print Steering Team when the issue of collective purchasing decisions came up.) Resource sharing: still digging into analytics (disappointment in lending stats growing…); met with vendor (OCLC) about ext. broker (VDX with Tipasa) replacement; (with f ost) working on consortial user block for afn requests; starting to think about adding in other rs alma modules ('direct' fulfillment netowork, p2p ill-ing) DISC: Primo Repository team is meeting and hashing out organization and standards for sharing code and documenting use with the repository, making that code findable for campuses. Discussed future approach to Primo Enhancement request Hashing out testing for CDI Full Text Search toggle, Preparing to revisit FRBR Suppression after the Alma/Primo refresh, test locally, then report in mid-Sep. Discovery is slow going. Every "bug" that we uncover ends up uncovering more, interconnected problems that we have to take to Ex Libris and then wait for them to confirm and fix. I assume this will be a normal thing for us and the Discovery workplan will grow faster than things will be resolved.
2	Access for non-cohort staff to Cohort Drive	Make a recommendation / policy for access	15	Team	Non-cohort access policy Non-cohort access tracker SOC had a request for “the entire Drive” and was wondering if that was okay. = Broad access is fine - we’re not worried about people within UC Libraries being “malicious actors”. But SOC should do a little reference interview to find out what folders they actually need. Parameters: View-only access unless specifically requested and approved by OST UC Libraries staff .edu address only OST chairs will always be notified, so there’s oversight.
3	Questions from Slack		5		There are assumptions and questions throughout the system (especially not SILS) about what the NZ can do, what data it has, etc. Shared Print RLF Collection development Usage stats Spending across vendors Resource sharing overlap of collections, both print and electronic. subject analysis, collection development. vendors and licenses overlap cost usage local vs CDL is a big one, and tricky in Alma Is there an education need for non-SILS staff to (re)learn about Alma/PrimoVE and how it works so far? Yes, we think so Escalate to OT/LG what mechanism do we implement to make sure that information goes out?		@Tom Bustos to bring education request to OT/LG
4	STANDING - Work Plan Directory review		10	Team	Work Plan Directory
5	Ex Libris Support Call Reporting	Items requested by this team included:	10	Tom/Caitlin
6	ExL Support Call Questions for the next call (4/18)	ExLibris / UC Library Support call Monday, April 18. Do you have any questions that would be appropriate for a consortial call with the North America Support Team? Specific Tickets that need to be addressed?	10	Tom/Team	feel free at any time to reach out to UC side of this team SILS SM (Caitlin), OT chair (Tom), OTvhcair (Jackie), NZ Admin (Gem SL) Resource Sharing folks have been putting in tickets on how to make Analytics - there are zero canned reports from ExL for our set up - can we ask them for some? (mentioned in comment on UCD case # 06321175)
7	Parking Lot	Capture important topics for future discussion
8		Total	50/60