1 Record: Michelle Announcements
Share announcements
5 min
Note taker: Kevin Timekeeper: Sarah Lindsey
Attending ELUNA:
ER&L review
Q for CDL: do they have all e-resource troubleshooting tools: DARA, CZ updates, and e-resources activation task list?
CDL’s new Acq Coordinator started - Laura Fouladi
2 CDLNZ-TF
Updates
5 min
@Sherry Lochhaas
CDLNZ-PT Quarterly Update: February 2023
3 Helpline Update
Updates
5 min
@Sherry Lochhaas
4 ACQ & ERES
Agenda ideas for 3/16
10 min
@Michelle Polchow
Propose discussing methods for front-file record keeping and management
Other topics from last week:
General discussion on dissolution of CDLNZ TF
Leverage SILS structure to push decisions up that have stalled
Maintenance & record keeping
Meeting discussion:
5 Round-table
Discussion
20 min
Local E-resources practices chat/clearing house
Issues with missing content?
UCR - going live on Rialto soon, test orders going out next week. Still will be using Gobi too.
UCSB - ProQuest visited. sounds like eventually Clarivate and Proquest products will be on same platform
UCD: reclassifying an employee, but encountering permission problems in Alma
Issues with needed technical expertise working with e-resources, and whether anything can actually be “rote” work, or if everything would require having a higher classification: LA4 vs. LP4
Also possible to reclass as info systems analyst if applicable
UCD: proposal for discussion with DOC, to take to CoUL, to press the scale of CDL’s managed collections, and highlight CDL’s staffing struggles.
6 Work Plan
Discussion
20 min
https://uc-sils.atlassian.net/wiki/pages/createpage.action?spaceKey=ER&title=Journal%20title%20transfers%20DRAFT&linkCreation=true&fromPageId=2115829761
7 Work Plan prioritization
Compare/contrast how Title Transfers and Perpetual Access (or Post-cancellation access) have similar and differing workflow needs
5 min
Perpetual rights and entitlement functionality in Alma DRAFT PPT orientation to broad topics within this deliverable
Language: Be clear when discussing perpetual access vs post-cancellation access (often used interchangeably)
Data used for business decisions like cancelling print subscriptions or retaining old print copies, or negotiation/pricing decisions
Exercise: asking ourselves a few questions:
How many titles do we have, and how many are securely backed up by 3rd party preservation?
How many staff do we have dedicated to e-resources/serials?
Question of open access impact & secure open access archiving. Article - Open access is not forever .
local discussion:
View of perpetual access as either post-cancellation access vs. long-term preservation
bigger questions are interesting, but scope of this group is Alma, so issues around long-term preservation might be outside scope.
Still need guidance on best practices for recording post-cancellation access in Alma
Issues with title changes/other metadata issues that make it more difficult to make decisions
Staffing issues make it more difficult to do the initial work for recording data, in order to facilitate business decisions later on
https://uc-sils.atlassian.net/wiki/pages/createpage.action?spaceKey=ER&title=Journal%20title%20transfers%20DRAFT&linkCreation=true&fromPageId=2115829761
Local E-resources practices chat/clearing house - as needed
8 Items of Concern
Information Sharing
2 min
All
Joint Meeting: March 16, 2023 10:00-11:00
Might be asked to join Acq meeting in April, they meet Monday afternoons
ERES Steering Cmte meet 3/23, so no full team meeting until 3/30
9 Wrap Up
Review actions and decisions
3 min
10 Parking Lot
Capture important topics for future discussion:
11
60/60