2023-03-09 Meeting notes

Record: Michelle

Announcements

Share announcements

5 min

Note taker: Kevin
Timekeeper: Sarah Lindsey

• Attending ELUNA:

  • Carla

  • Jharina

• 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

CDLNZ-TF

Updates

5 min

@Sherry Lochhaas

CDLNZ-PT Quarterly Update: February 2023

Helpline Update

Updates

5 min

@Sherry Lochhaas

• migration happening mid-March. more details TBD

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

  • Transformative agreements

  • Elsevier - reinstated access

Meeting discussion:

• Any areas of duplicating work between ERES & ACQ?

• Is there anything that SILS groups could do to lay the groundwork for future work in the NZ? Ways to help CDL that would require NZ permissions?

  • Ways for ERES to become more like SCP, where campuses sometimes help with cataloging, and SCP handles distribution

Round-table

Discussion

20 min

Local E-resources practices chat/clearing house

• Issues with missing content?

  • UCI - reports of these issues have definitely slowed down

  • Need to get more data on what’s in CDL’s IZ?

• 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

  • also looking at http://ancestry.com and AVON

• 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.

Work Plan

Discussion

20 min

Journal title transfers DRAFTUNDEFINED

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 tracking 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

    • articles from Sunshine Carter include instructions for recording in Alma

    • Also: Post Cancellation Access Collections to Improve ER Troubleshooting and Collection Development

  • 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

Journal title transfers DRAFTUNDEFINED

Local E-resources practices chat/clearing house - as needed

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

Wrap Up

Review actions and decisions

3 min

Parking Lot

Capture important topics for future discussion:

60/60