2020-11-13 Meeting notes

Date

Nov 13, 2020

Zoom link in Outlook Calendar invitation.

Notetaker: @Cathleen Lu

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)

  • @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

10 min

All

  • Upcoming meetings with ExL (complete list)

    • P2E meeting prep on Monday at 11 am; P2E meeting with EL on Thursday

  • Meetings are automatically recorded, with links in shared Google Drive. They’re deleted after 100 days

Let Catherine know if you want invitation to ExL meeting

Multi-match report and linking to NZ

https://docs.google.com/spreadsheets/d/10Lq6OkLjlm0QiVxI8wbqA4xdcVOsXVUiCduS9yOoAxg/edit?usp=sharing

Breathe a sigh of relief

Determine if there are additional issues with UCSD records that we can assist with

Determine if there are additional issues with linking to NZ that we want to address (duplicate OCLC numbers, etc.?)

20 min

All

  • Report shows that without the CZ records, numbers and percentages went way down

    • Not as significant in terms of cleanup

  • UCSD has been diligent about processing OCLC number updates, but has backfired a bit with linking to NZ

    • Complicated cleanup process even after migration, due to merging records, moving inventory, etc.

 

Technical Services Escalation Group decisions:

In progress:

https://uc-sils.atlassian.net/l/c/izwzYXBo

Determine what we will recommend in terms of Marcive records

20 min

All

  • UCSD has identified some have print inventory attached- will separate those out

  • ~178,319 records

  • Recommendation for non-UCSD campuses to identify their non-composite MARCIVE records and remove 035 OCLC no.

    • Alma campuses will work with ExL if there’s no way to remove 035 from live records

  • Non-UCSD campuses seem to have two option- loading some vs none of MARCIVE records during migration

    • Option 1: UCSD provide OCLC numbers for campuses to create sets

 

Acquisition and E-Resource Management FG decisions:

In Progress:

https://uc-sils.atlassian.net/l/c/1zcTnByF

Determine what we will recommend or have additional questions that we want to bring to the discussions next week from ILSDC perspective

20 min

All

  • Coverage from 856 does not get mapped onto Alma portfolio field- it comes from SFX

  • Easiest ILSDC recommendation to not extract or load records duplicated in SFX, pros and cons if before and after cleanup

  • Close review needed of 856 data that is not electronic inventory

  • FYI: Local SFX data will go in if requested

  • UCLA is seeing Tier 3 come over possibly from SFX (or Intota)

    • Worried that only relying on SFX will leave holdings attached on OCLC without any linking piece

  • UCSB had to move the Hathitrust note in SCP records 856$3

 

Resource Management FG’s test load decisions:

In progress:

(Due Nov 17, 2020 )

(Due Jan 12, 2021 )

 

Review decision(s) 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)

15 min

All

 

 

Add recommendations and communicate following harmonization decision

 

 

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