2020-10-16 Meeting notes

Item

Desired Outcome

Time

Who

Notes

Discussion

Actions

Announcements

Share short pieces of need-to-know information

10 min

All

• End date of Vanguard environment access: December 18

• Thoughts and questions about ExL’s Analytics demo on October 12 and Office hours on October 15

• Question for campuses that have MARCIVE subscription: identification of MARCIVE records

• Office hours:

  • RF: UCSD has questions re: merge rules - it gets complicated with the various layers

  • JH: gets clearer by looking at existing rules

  • MB: can share some documentation to provide more info https://drive.google.com/drive/folders/1SZmJDXKoema_QrJm3TcedfMdBDVNOt_G

  • TJK: Any Alma campuses using DARA? Good tool to link up with CZ records.

  • CL: Looks like its only available to “live” institutions

• Marcive: TSELG discussing UC-wide subscription for MARCIVE that could be managed in NZ, but CDL may not necessarily be in charge of managing it.

  • Q for campuses: Do you have a way to easily identify Marcive records?

    • SS: Attached to WMS collection, so easy to identify

    • EQ: Identify with LDR and 910 so should be able to identify (just Documents w/o shelves)

    • RF: add Marcive as cataloger in notes for 2010-current. Won’t be able to identify records loaded earlier. Would only get rid of online-only records.

    • EP: Should all be marked with cataloging note & retain $x Marcive in 856. Need to double check

    • MB: all have 049 CUZX

    • JH: In 905, so should be able to identify

    • KB: Have Marcive in 910, so should be able to identify

  • Biggest issue will be p+o records.

  • Possibility for joint subscription to begin with “go-live” and earlier records would be managed individually.

  • Possibility of purchasing backfiles, but may be problematic to get just online records.

  • EP: Are there any discussions of other packages to manage jointly?

    • TJK: Question for RMFG and TSELG. Possibility to recommend requesting ExL to add a collection to the CZ as enhancement.

Resource Management FG’s test load decision:
Decided: Local 856 bibliographic data
Coming next:
Local RLF bibliographic record migration
Bibliographic records to leave out of NZ

Review decision made by RMFG

Determine what, if any, recommendations for data cleanup, testing or post-migration cleanup will need to be made to support the decisions

Determine how and when the recommendations should be shared

15 min

All

• 856:

  • There’s a current enhancement request to allow 956 fields to be actionable as local version of 856

  • JH & EQ: Some local discussion about just getting rid of all 856s since they already have equivalent portfolios

More migrated data review by Vanguard libraries

Share observation and learn about Vanguard migration results

30 min

All

• KB: working locally on Basecamp questions to get more clarification on e-resource migration details, and how to interpret what we’re seeing

• TJK: Extra complication is ExL is now implementing CDI, and details are often lacking

• JH: started having discussions about training - have any other campuses starting discussion on NZ training?

  • EQ: There will be systemwide training, but not for awhile. Can see if there’s enough interest to warrant specific NZ training.

  • TJK: It’s hard to do training for staff if they don’t have regular access to Alma.