2021-03-12 Meeting notes

Date

Mar 12, 2021

Zoom link in Outlook Calendar invitation.

Notetaker: @Kathleen Garvey-Clasby (Unlicensed)

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

@Ryan Finnerty

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) UCD test of removing SCP records from Test Load environment	In preparation for pre-cutover cleanup for already-Alma campuses, UCD is testing deleting 1.2M SCP bibs, portfolios and related notes from TL environment. Expects this to take about a week. Campuses should try to use prefixes in 035s to exclude SCP and other records as needed. Will be easier to do this once SCP stops file distribution.	@TJ Kao Kao will share his deletion process and test results with the group @Erika Quintana will check with UCR metadata group for documentation and norm/indication rules to help with record exclusion/cleanup. @Marcia Barrett will add discussion about stopping SCP file distribution to this month’s SCP-AC meeting.
035 without prefix causing problem with HathiTrust plug-in	Share understanding and brainstorm strategies	10 min	Catherine	https://na07.primo.exlibrisgroup.com/permalink/01UCSB_INST/1ask38v/alma990026394600203776 NZ MMS ID: 990026394600203776	UCI solved this by setting plugin to only look for records with the (OCoLC) prefix. Campuses ideally should add prefix to all 035s; however as this may not be practical try to concentrate on ones that may likely match on OCLC numbers and cause issues.
Update on NZ duplicate title analysis	https://drive.google.com/file/d/1rqQ5k6z7A3CFEKEsKmpfnL5GIB929wXj/view?usp=sharing	10 min	Catherine		Not sure if Gem ran the report again and excluded CKB records.	In the meantime can filter original report by your campus and exclude CKB records to find ones to fix.
Update on Day 1 post migration data cleanup document	Continue reviewing the document	15 min	All	https://docs.google.com/document/d/14pPaqCwoiQcdG2ZbimdjZQ8IdRhGmBz2YyHoviOUUeM/edit?usp=sharing	Ryan and TJ working on finalizing this; see document for tips and comments.	Next steps: flesh out details on how to get needed reports and coordinate cleanup to avoid duplication of effort, especially when it involves overlaying records in the NZ.
Campus report on what they have found in Test Load so far (by the record load order)	Information sharing	15 min	All		UCR--need to send ExL a ticket re: SCP serials that went to Primo but shouldn’t have. Also finding records that should have linked to the NZ but didn’t. UCSC--problems sharing newly imported records with the NZ. RMFG may recommend import profile and best practice to add records to the NZ first and then send to IZ. New MDE seems glitchy; recommend using older one or MarcEdit/import profile for edits.