2022-07-25 OARMPT Meeting

Attendees

@Jared Campbell
@Erica Zhang
@Rebecca Culbertson
@Carla Arbagey

Not Attending:

Lisa Mackinder

Notetaker: Erica Zhang

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Gather & Announcements	Assemble as a group and share info	2.5	Team	Representative from Resource Management OST? (Erica) We have a liaison! Yoko Kudo from UCR
2	Review	Understand the context for the group; familiarize ourselves with the charge; get a sense of the future of the group	2.5	Team	OARM Task Force: Charge Phase One Report Phase Two Report and recommendations Work around NZ Access Who has access on each campus? Can more people have NZ Access? Legacy workflow? Should we utilize it? Next mtg, look at the OARMTF Phase 2 Doc Report for in depth discussion OARMTF Principles?		Carla will link these documents in our group’s landing page
3	Report back from SILS groups	Learn what impact the 3 options for OA management might have on SILS groups, their thoughts on OA	15	@Carla Arbagey @Jared Campbell	E-Resources - Carla Resource Management, Discovery - Jared Others? RMFG feedback: 2022-07-21 Meeting notes Davis: interested in Models 2 and 3; have done some local OA cataloging and continue to do that in a limited basis, but interested in exploring hybrid possibilities; haven’t done much local OA cataloging since migration; large-scale collections should probably go to SCP UCLA: relatively good capacity for OA cataloging via any models Riverside: have capacity to do one-off things, but anything large-scale, maybe should go to SCP SCP: could accommodate monographs via getting an OCLC number; may open the door for relooking at current policies that SCP doesn’t take monographs right now E-resources group: a possibility is activating OA collections like previously done in SFX, but question is if records are good enough? There’s also probably a lot already migrated from SFX, and CDL will turn on what’s not yet turned on (SCP will turn on all the OA collections that are migrating). Complications include if whether campuses want to see it, how collections are set up; Another potential way to get around activating is using Unpaywall. Summary: Several campuses don’t have capacity for local OA cataloging; SCP requests are also slow, likely because of priority post-migration projects; this is a good time to be thinking about OA workflows before things ramp up		Becky to ask UCSD if they have Unpaywall, and how it works
4	Report back from campuses, SCP	Learn what impact the 3 options for OA management might have on local staff	20	Team	For SCP: what’s the volume of OA cataloging requests received, which campuses are making requests? 17 requests this year for journals 5 requests this year for collections 11 requests last year for collections 10 requests in 2020 for collections SCP also has a program that can evaluate CZ records for quality		Becky to gather information
5	Limit by Availability Feature	Status of Discovery work plan to investigate Limit by Availability Feature	10		Limit by Availability option to avoid OA records with no link Davis is working on this locally Complicated by full-text CDI searching feature Phase 4 made this a local decision; current Discovery subteam is coming back and having broader discussion about how those different decisions are working Limit by Availability option can help reduce (but not totally eliminate) instances of OA resources with no links (hybrid OA collections can be problematic)
6	Wrap up & Homework	Review actions and decisions	5	Team	One approach could be to activate everything and then have a nomination for enhancing metadata Maybe we should take one OA resource as a pilot and see it through a workflow from evaluation to activation (e.g. a journal from “Free e-journals” collection)		Everyone: Identify potential OA collections/scenarios to run through workflows
7	Parking Lot	Capture important topics for future discussion	5	Team	How to find items that are OA but have slipped thru the cracks, not being labeled OA? Draft work plan document Something coming from Discovery group Discussion on CZ records Quality can vary greatly Another area is to rethink JSC and whether they want to continue approval role.
8		Total	60/60