Work Plan: Resource Management
- Lena Zentall (Unlicensed)
- Hermine Vermeij
- Marcia Barrett
- Elizabeth Miraglia
To be approved at our next meeting (7/20)
Deliverable | Priority | Due Date | Status | Effort | Notes |
|---|---|---|---|---|---|
Feedback for ERES 930/973 Decision | MEDIUM | March Mar 31, 2022 | DONE |
| 930/973 fields - practice for continued use - E-Resources - SILS |
WorldCat Updates: Updated documentation
| HIGH | End of April-ish Apr 30, 2022 | DONE |
| |
WorldCat Updates: Central announcement | HIGH |
| DONE |
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WorldCat Updates: Expand to all formats | HIGH |
| DONE |
|
|
Decision pages for Batch deletions by CDL
| HIGH | April Apr 30, 2022 | DONE |
| |
Bound-withs Policy Page | HIGH | May/June Jun 30, 2022 | DONE |
| *this does not mean standardization Identifying bound-withs and other records with related resources - Resource Management - SILS |
Update/Revise MARCIVE Import Profiles/Decision Page | LOW | October/November Oct 27, 2022 | DONE |
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Non-English cataloging records in the NZ Policy Page | LOW |
| DONE |
| Can draft a quick policy note to add to best practices page Language of Cataloging in the UC NZ - Resource Management - SILS |
Authority Control Workflow for staging NZ reports Workflow for claiming records to work on Workflow for one-off corrections in Connexion Recording local series treatments | MEDIUM |
| IN PROGRESS | Huge | Need varies greatly based on campus. Working with the NZ ACTL reports does not seem possible, especially since implementing WCUs. As of June 2024, testing as part of Expanded Access to NZ |
ETD Policy and Procedure Pages Outline current understanding of the process | HIGH | Aug 31, 2023 | done | Low | Campus Electronic Theses and Dissertations (ETD) Metadata Practices |
Implement Suppress from Discovery Network functionality | MEDIUM |
| IN PROGRESS | Low | Waiting on Discovery |
Brief level review subgroup formation: --update rules --review where the brief rules are used and suggest improvements | MEDIUM | Jan 19, 2023 | DONE | Medium | Changes made. https://drive.google.com/file/d/15oHTqnCMTH0QikAyChjNpMjSE9l_wabo/view?usp=sharing, and Gem ran the “Identifying brief level” job. |
World Cat Updates: add “new” files | MEDIUM |
| DONE |
|
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WorldCat Updates: add “merge” files | MEDIUM |
| DONE |
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Local Resource Types | MEDIUM |
| IN PROGRESS | Medium | RM provides a supporting role for these, we aren’t the decider for which resource types to implement, just how to make sure they function. So this is “high” for us once Discovery decisions have been made |
Non-Gobi Shelf Ready Records: Best practices page Shared system-wide understanding/terms with vendors | MEDIUM |
| IN PROGRESS | High | Will start with a UC coffee chat to brainstorm June 2024 - Could we have a systemwide doc with best practices/recommendations for specs? |
WorldCat Updates: Reports | LOW |
| NOT STARTED | High? | Probably not feasible/worth it to make all reports available. What are the use cases? Do campuses know how to identify records through Analytics, etc.? June 2024 - People are interested in seeing what’s rejected from WCU loads and why. Could be project; could also be use case for expanded NZ access. |
Update/Revise 856 Field Decisions | LOW |
| done |
| Reviewed new indicators; decided not to change norm rules for now; may reevaluate later when there are more cases. |
Standardized Holdings Policies | LOW |
| NOT STARTED | Huge | Is there a need? Are there use cases? |
Expand access to NZ | HIGH | Dec 31, 2023 | In progress | Medium | Proposal provisionally accepted, Jan 17, 2024 |
Policy for managing Linked Data in Alma | MEDIUM |
| NOT STARTED | Medium | June 2024 - URI policy + UCD IZ records. |
System-wide RM “Coffee Chat” | MEDIUM | Ad hoc | Ongoing |
| Consider scheduling quarterly systemwide meetings to align with Alma releases. Ideas for topics:
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Updated Normalization/Merge Rules | HIGH | Quarterly | Ongoing | Medium | Decision page: Requesting Changes to Shared NZ Alma Rules (Merge, Normalization, Indication) - Resource Management - SILS Requests tracked here: UC Network Zone Rule Change Request Tracking Page - Resource Management - SILS Changes will be compiled into quarterly releases (unless critical) Tracking: In the rules and in Google Drive https://drive.google.com/drive/folders/1uFrYKPMYJMePnNaurjgiD2XNVFKozbrH?usp=sharing |
Monitor Implementation of Official RDA Toolkit | MEDIUM | Ongoing | Ongoing |
| What does it mean to implement the new RDA? What can we expect with records cataloged using the Official Toolkit? |
Address local 95X-99X fields in the NZ | MEDIUM | Oct 31, 2023 | in progress | Medium | Might involve norm, merge, and indication rules. Need to address incoming records and existing records/campus cleanup. |
Investigate new functionality for record retention in the NZ and make decisions about implementation | LOW | Dec 30, 2023 | NOT STARTED | Medium | Could influence our current process for making sure bound-with constituent records are not deleted. |
Address NZ records without OCLC numbers | MEDIUM | Mar 31, 2024 | in progress | Medium | Determine scope; make decisions about how to move forward. |
Consider restricting editing of 035s beginning with (OCoLC) | MEDIUM | Dec 31, 2023 | done | Low |
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