2023-02-27 OARMPT Meeting

Gather & Announcements

Assemble as a group and share info

5

Team

Discuss Questions from OARM Chart

#1 - What is considered OA?

#2 - How do we decide to use OCLC/vendor or CZ records, and what are the minimum requirements for a quality bib record?

Develop answers to questions that arise from our workflow chart

Finish our review of the SCP OA Definition document by early March to send to stakeholders

30

All

• Review feedback from stakeholders regarding OA definition

• Next steps for document?

• Edits started

Review Work Plan Draft and discuss meeting frequency

Introduce work plan draft. Determine if current meeting frequency will help us meet our charge

15

All

• Every other Monday, our new mtg frequency

Report back from SILS groups

Understand what other SILS groups and campuses are doing in relation to OA

5

All

• E-Resources -

• Discovery -

• Resource Management - allUC merge rule #1 has been updated: the rule will no longer protect existing 506 field.

• Campus Updates -

• Other (JSC, SCLG, CKGs, etc.) -

• Primo Content Monthly Newsletter February 2023 - “we have corrected and aligned most of the 506 fields in Alma.” “506 0_ $f Unrestricted is added by Ex Libris to  Community zone records that have DOAJ portfolios. 506 indicators that were not an indication for Open access were removed, for example:

  506  \\$a Access restricted to University X users only

  506 1\$a Access restricted to subscribers

   We still have some 506 on non-OA records, but eventually they will be removed as well (no definite time line at the moment).”

Wrap up & Homework

Review actions and decisions

5

Team

Parking Lot

Capture important topics for future discussion

Team

• How to find items that are OA but have slipped thru the cracks, not being labeled OA?

• Something coming from Discovery group

• Another area is to rethink JSC and whether they want to continue approval role.

• Considering ongoing maintenance of OA in Alma/Primo - who is responsible?

  • Because OA would be in the NZ, most maintenance requests would go through CDL Helpline - where in CDL would these requests go?

    • From CDL: With broken links, Helpline will route the issue to the CDL Acq staff, in some cases we may loop in SCP, to review what needs to be done in Alma.

    • For troubleshooting OA:

      With collections like ROAD, DOAJ, or Free e-Journals, those are turned on in bulk with thousands of titles -- and the titles are not individually requested by users either. If we can’t immediately find a correct URL or the user doesn’t suggest one when reporting the issue, we will just deactivate the portfolio. In short, not a lot of time is spent trying to fix a problem with one of those types of collections. With a collection like this, the titles are all coming from individual publishers and it will more often be the case that there is a problem with a single title and not the full collection, such as a small OA website disappearing from the internet.

      If there is a problem with an entire CZ-collection, we can report it to Ex Libris to resolve. 

      For OA collections maintained locally, SCP may batch update the URLs too.  

      Of course there are also OA materials that we pay to support. Generally speaking, those would be treated as if they are paid collections and we would work with the publisher to resolve any issues there.

• Statistics/Resource Management as related to the workflow

• Related to CZ Updates Task List: Consider a cleanup project to compile a list of open access collections in the IZ that are already activated in the NZ. Deactivate and delete those collections from the IZ. This would help with maintenance since we would not have to sift through redundant data if we decided to use the CZ updates task list.

• “OA cooperative”

•  

• Solving the missing OA links issue: determine what is within our scope:

  • From Becky: UCSD’s Serials Cataloging Group has the following info as to how UCSD is handling this. Please read the following especially the Content Corner Update:

    1. “Are we doing anything with the Community Zone Updates Task List at the moment? When a portfolio is deleted from a community-managed CZ collection, the IZ copy of the portfolio is deactivated and unlinked from the CZ and becomes a "local" portfolio. We currently have no way of being notified of these changes except via targeted periodic sweeps. Using the CZ updates task list would give us a list of updates that directly affect our resources.  Who would review the updates, how often, etc.? Who would take care of cleanup?”

    a.      Content corner: 2022 Alma CKB Release Notes: September-December

    b.     [Moved to Parking Lot]

    c.      Who would review the list of the updates and do the cleanup? TBD.

60/60