2020-10-30 Meeting notes

Date

Oct 30, 2020

Zoom link in Outlook Calendar invitation.

Notetaker: @Kathleen Garvey-Clasby (Unlicensed)

Attendees

@Marcia Barrett UC Santa Cruz (Alma/Primo)
@Kevin Balster UC Los Angeles (Voyager)

@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)
@Cathleen Lu UC San Francisco (Millennium)
@Eileen Pinto (Unlicensed) UC Berkeley (Millennium)
@Sarah Sheets UC Merced (WMS)

Not attending

@TJ Kao UC Davis (co-chair) (Alma/Primo)

@Erika Quintana UC Riverside (Alma/Primo)

Discussion items

Item	Desired Outcome	Time	Who	Notes	Discussion	Actions
Announcements	Share short pieces of need-to-know information	10 min	All	Upcoming meetings with ExL (complete list) P2E meeting being schedule; ILSDC members invited to attend Ryan passed Alma certification!
Resource Management FG’s test load decisions: In progress: https://uc-sils.atlassian.net/l/c/UgfuvhTG Coming next: https://uc-sils.atlassian.net/wiki/spaces/RMF/pages/874086401	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) Create Basecamp ticket regarding how to identify records being left out of the NZ (vendor, etc.) by Alma campuses that contain OCLC numbers. Determine how and when the recommendations should be shared	15 min	All	Re: (Test load) Local bibliographic data (5xx-9xx): The former Non-9xx and 9xx documents are now combined into one for test load. CL: per RMFG, general consensus is to standardize fields according to an OCLC-compliant Carli document. Looking at a subset of fields to prioritize for cleanup. Re: how to identify records being left out of the NZ by Alma campuses: Campuses may need ExL’s help with leaving out SCP, vendor records, etc. Easiest way to leave things out of NZ is to remove OCLC 035's but this isn’t always feasible. For harmonization decisions: as they are finalized ILSDC will plan on sharing via a weekly blog post.	Re: (Test load) Order of NZ record loading: Will it stay the same as for VG? Likely forthcoming discussion on this. JH: If we retain same load order it may help with the VG multi-match problems as campuses may have done cleanup on these prior to test load. If order changes it could throw this off. Re: cleanup for VG multi-matches: ExL created reports for UCLA & UCB that leaves out the erroneous VG/ CZ-matching issue. Hopefully ExL will correct this problem for test load. UCLA working on getting current OCLC numbers for their numbers that are now in 019s and on updating older OCLC records. Seems like we will have multi-matches no matter what unless all campus libraries go through process of updating their records. Some RMFG members are using an OCLC query collection to test trying to clean these up in the NZ. Led to discussion about whether there will be shared campus/CDL responsibility and access to be able to perform NZ cleanup. CB & TJ will bring this to the Implementation Coordinators group.	@Catherine Busselen will send email to this group to remind us to look over our data cleanup draft and ask for volunteers to help with finalizing recommendations. @Catherine Busselen will create Basecamp ticket regarding how to identify records being left out of the NZ (vendor, etc.) by Alma campuses that contain OCLC numbers. (COMPLETED, see https://3.basecamp.com/3765443/buckets/15553579/messages/3187330714)
More migrated data review by Vanguard libraries	Share observation and learn about Vanguard migration results	30 min	All

Add recommendations and communicate following harmonization decisions

P to E as future agenda item after vanguard load.

Next agenda: Take a look at our charge and deliverables to see if we are on track for test load