2021-04-30 Meeting notes

Date

Apr 30, 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) Note Work Orders session may be of interest to group PrimoVE sessions 5/17-5/21 Cutover Dates See Your Local IC for more dates/deadlines (dates not final), not available for general public yet. May wish to create timeline & best practices doc on when to stop updating data based on freeze dates, etc.
All decision rollup	Review to see if there is anything we have not yet addressed	15 min	All	Deferred - 856 42: copy 856 to 956 but full decision not made. Not Started - What to do with Basic WorldCat Discovery. This may affect LHRs and that data management. If interested in using DataSync, will need to do in consultation with OCLC. Keep watch on this decision page. E-Resources Decisions from AEFG: Point to ExL documentation & PPP for e-resource duplication clean-up on day-one.		Perhaps add examples of prefixes to use, as best practice. eg, (OCoLC-SCP)#### or (SCP) replacing (OCoLC).
Blog post draft review	Review blog post to be published on Tuesday or Wednesday of next week	15 min	C. Busselen	Question from Marcia: how to notify campuses how to ensure items will not be shared to NZ - should this be added to blog post, or its own blog post? EG: IZ: 035 $a (OCoLC)ucsd1234567 - kept from NZ. NZ:035 $a (OCoLC)1234567 - added to NZ. IZ: 035 $a scp(OCoLC)1234567 - this does not work to eliminate NZ matching. 019: New to Alma campuses should remove or add prefix to keep them from being converted to (OCoLC) in 035 and added to NZ, for IZ-only records. Already-Alma campuses should be ok to leave 019s as-is (may want to confirm with ExL).	Discussion on local records duplicating SCP records (local subscriptions/holdings). Discussion on 936 Field which has been requested by RMFG to remove from local records, but has CONSER information that some campuses use for serials cataloging. Perhaps we just note that campuses should remove “LOCAL” data (which the 936 data isn’t). 245: UCLA has some records with 245s in Hebrew, so will link over in 880, so technically doesn’t have 245.	Perhaps add examples of prefixes to use, as best practice. eg, (OCoLC-SCP)#### or (SCP) replacing (OCoLC). Already-Alma campuses may want to use the same prefix for SCP and Marcive, to facilitate finding and removal (eg. (OCoLC) → (SCP) (OCoLC) → (MARCIVE)
Day 1 post migration data cleanup document	Groups summarize/bring anything up that needs further discussion or clarification	20 min	All	https://docs.google.com/document/d/14pPaqCwoiQcdG2ZbimdjZQ8IdRhGmBz2YyHoviOUUeM/edit?usp=sharing Did not get to review - ran out of time.	Review document Use same breakout group framework as before. Work on these before our next meeting on 4/30 so we can discuss. look at outstanding tasks (TJ has done this and assigned) come up with DC strategy test out recommendation for cleanup. Tests should be done by a different sub-group than the one that suggested the cleanup strategy.