2021-01-22 Meeting notes

Date

Jan 22, 2021

Zoom link in Outlook Calendar invitation.

Notetaker: @Erika Quintana

Attendees

@Kevin Balster UCLA (Voyager)
@Marcia Barrett UC Santa Cruz (Alma/Primo)
@Catherine Busselen UC Santa Barbara (co-chair) (Alma/Primo)
@Ryan Finnerty UC San Diego (Millennium)
@Kathleen Garvey-Clasby (Unlicensed) California Digital Library/SCP (Millennium)
@Joshua Chaim Hutchinson (Unlicensed) UC Irvine (Alma/Primo)
@TJ Kao UC Davis (co-chair) (Alma/Primo)
@Cathleen Lu UC San Francisco (Millennium)
@Eileen Pinto (Unlicensed) UC Berkeley (Millennium)
@Erika Quintana UC Riverside (Alma/Primo)
@Sarah Sheets UC Merced (WMS)

Not attending

Discussion items

Item	Desired Outcome	Time	Who	Notes	Discussion	Actions
Announcements	Share short pieces of need-to-know information	5 min	All	Upcoming meetings with ExL (complete list) Reminder of testing templates (be sure to make local working copies) Reminder of https://docs.google.com/spreadsheets/d/1ckE8kV7gUzF9-rNrD21Oorb3VUEMZZvJCGfValClalo/edit?usp=sharing SCP has received copy of IZ for testing on 1/11/21	For testing doc, make sure to make copy of template saved to local drive, rather than using the template version. Please check doc to make sure your clean-up plans are up-to-date (whether completed, in progress or on hold for migration, etc.)
Resource Management FG’s decisions: In progress: https://uc-sils.atlassian.net/l/c/RzF9Tze6 (Due Jan 12, 2021 ) https://uc-sils.atlassian.net/l/c/RD0eyJ0K	Review decision(s) Determine what, if any, recommendations for data cleanup, testing or post-migration cleanup will need to be made to support the decisions	10 min	All		May want to have definition for “do no harm” for NZ records; what is harmful and what is beneficial.	Recommendation to all in group to read through the two docs to review contents of decisions in relation to post-migration cleanup.
Acquisitions & E-Resources FG decisions: In progress: (Due February 26, 2021) (Due April 28, 2021)	Review decision(s) Determine what, if any, recommendations for data cleanup, testing or post-migration cleanup will need to be made to support the decisions	5 min	All			Recommendation to all in group to read through the two docs to review contents of decisions in relation to post-migration cleanup.
Test Load Information Updates	Track known data cleanup issues from test load Determine if these should be dealt with pre-migration or post-migration	10 min	All	Alma libraries--validation errors Other libraries--Unicode coding	UCI/UCR/UCSC had some records with “unicode” errors but were mostly brief records or vendor record issues; Alma “fixed” for implementation load. UCM had backslashes in OCLC #s that were removed prior to loading. UCD had initially over 10K validation errors, fixed those and now have a base file of loaded records to review/clean up. UCSB had few validation errors that came through, and some Unicode errors that have been cleaned up by staff.
Post go-live Data Cleanup planning	Determine how we want to track and communicate these. Begin compiling list of known post Go-Live Data Cleanup needed (local and system/network)	30 min	All		Cleanup on NZ records: for records our own IZ contributed? Or any NZ records that may need revision/clean-up? RMFG may need to discuss/decide, in terms of roles/personnel. May want to compile types of clean-up to determine how to disseminate the recommendations or list. Use doc to compile / brainstorm for possible day 1, day 30, etc. phases of post-migration clean-up as decisions are more clear from FGs. E.g. addition of 3XX fields to records in NZ if expectation is for all records to retain these fields. Other ideas: missing records or withdrawn records/deleted records and their workflows, etc. Should we take the ExL documentation of recommended post-go-live cleanup to use for local docs?	Go through ExL documentation to add areas of post-migration cleanup local google doc. Alma campuses use first migration notes or clean-up found to add workflows or data cleanup that may be needed.