2021-02-26 Meeting notes

Date

Feb 26, 2021

Zoom link in Outlook Calendar invitation.

Notetaker: @Kevin Balster

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) Moratorium extended to 5pm on March 4th	Alma workshops beginning soon UC Merced data in NZ prior to them getting test account	@Catherine Busselen to add Marcia and Sarah to invite for 4/1 data cleanup meeting
Campus report on what they have found in Test Load so far (by the record load order)	Information sharing	55 min.	All		UCM: only had 2-3 days so far. Most everything loaded correctly, just a few user errors. Multi-match ~111 rows; will look at that soon. Did what it was supposed to do. UCSD: Noticed 2 things: 1 user error: historically had special collections record duplicates, and moved OCLC #s to keep out of NZ, but missed ~4000 records. When moratorium is lifted, will run a job to unlink from NZ and move to 977. Have the set ready to go. 1 ExL fault: UCSD wanted to convert just 856 40 into portfolios, but it looks like they converted ALL 856s into portfolios. Learning experience to find these. UCSC: BSLW enrichments to records largely missing. Matching seems to be done with ISBN. Submitted Salesforce case. One record on multi-match report has record w/o valid OCLC # (holdings was suppressed, but bib wasn’t) UCB can work with UCSC to upgrade NRLF stub records Suggest following up with ExL or originating campus to troubleshoot. Suppressed bibs should have gone into NZ as suppressed, but ExL changed them to unsuppressed. (~2200 with this problem) UCR also had issue with ExL adding suppressed records to NZ, even after being asked not to. Some user error at UCLA that may explain: OCLC prefixes were updated to “suppressed”, but 019 was converted to 035 $z Question about who is testing in NZ? Good example to argue for local campuses getting some NZ accounts. To look at duplicate detection, suppressed records that got in. CDL/SCP can run reports as needed. Local discussion needed on SCP: will SCP records be deleted in production database prior to migration, or migrate them, and cleanup post-migration?	@Catherine Busselen and @TJ Kao to ask about who is doing NZ testing at SILS Working Group. @Catherine Busselen to follow up on suppressed NZ record report, and determine systemwide post-migration cleanup projects