2020-10-23 Meeting notes

Item

Desired Outcome

Time

Who

Notes

Discussion

Actions

Announcements

Share short pieces of need-to-know information

10 min

All

• Catherine is back to full time and can join us again. Yay!

• Upcoming meetings with ExL (complete list):
  November 5 special meeting for implementation kickoff
  November 17 migration meeting for Alma libraries

• Beginning November, another round of Alma training for UCM, UCD-Law, and folks who are interested

• RLF Configuration Task Force is looking for a new member with cataloging expertise from an Alma library. Contact Cathy Martyniak, SRLF Director and Lynne Grigsby, UCB Library IT head, if you are interested.

Resource Management FG’s test load decision:
Decided:
Local RLF bibliographic record migration
Bibliographic records to leave out of NZ
Coming next:
Non-9XX local data
9XX field mapping

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 (draft)

Determine how and when the recommendations should be shared

15 min

All

• Campuses can migrate (or not) whatever RLF records they want. Further RLF decisions will come in Phase 5

• RMFG made many recommendation on what records to leave out the NZ. TJ added the recommendations to our cleanup document and we can add there what data changes we need to make to support the recommendations. To ensure that a record is not contributed to the NZ, make sure there is not an OCLC number in the 035. It can be deleted entirely or moved to a local field

Reminder that we will need to cleanup campus-specific 856 data in bib records either pre-migration or immediately after migration. How we deal with 856s for finding aids, etc. remains to be seen.

Question: How do Alma libraries identify their on-the-fly records? Once returned you can identify based on Process Type. Maybe you can also do an Analytics report (e.g. specify bibs created by circ staff)

More migrated data review by Vanguard libraries

Share observation and learn about Vanguard migration results

30 min

All

How do people batch change holdings records in Alma itself? You can make a norm rule and add it to a process. UCSB has changed location codes and 8XX indicators this way. UCSC also has procedures for running jobs on holdings records.

Is there a way to add more embedded holdings fields to the export bib records job (currently it only adds 852 and 866)? Not too sure.

TJ gave a demo of the Alma integration in MarcEdit. There is a good blog post by Janice Christopher at UConn that details the process. Tip: do not put any data in the holdings 999 field since that is used by the MarcEdit process. It would be good to pass this along to the Internal Training team as supplemental training needed beyond the standard Alma stuff.

TJ along with some others have drafted a document on what we should do with our Marcive records. The hope is that we can manage Marcive together rather than each campus do it individually but a lot of details need to be worked out.

TJ and a colleague are also pressuring Jove and Ex Libris to make their CZ collections better.

@Catherine Busselen and @Erika Quintana will make a list of day-one training needs for data cleanup methods that are not part of the standard Alma training