Work Plan: Resource Management
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 |
| |
WorldCat Updates: Updated documentation
| HIGH | End of April-ish Apr 30, 2022 | DONE |
| |
WorldCat Updates: Central announcement | HIGH |
| DONE |
|
|
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
|
Update/Revise MARCIVE Import Profiles/Decision Page | LOW | October/November Oct 27, 2022 | DONE |
|
|
Non-English cataloging records in the NZ Policy Page | LOW |
| DONE |
| Can draft a quick policy note to add to best practices page
|
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. |
ETD Policy and Procedure Pages Outline current understanding of the process | HIGH | Aug 31, 2023 | done | Low |
|
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. , and Gem ran the “Identifying brief level” job. |
World Cat Updates: add “new” files | MEDIUM |
| DONE |
|
|
WorldCat Updates: add “merge” files | MEDIUM |
| DONE |
|
|
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 |
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.? |
Update/Revise 856 Field Decisions | LOW |
| NOT STARTED |
| Still needed? |
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 |
|
System-wide RM “Coffee Chat” | MEDIUM | Ad hoc | Ongoing |
| Consider scheduling quarterly systemwide meetings to align with Alma releases. Ideas for topics:
|
Updated Normalization/Merge Rules | HIGH | Quarterly | Ongoing | Medium | Decision page: Requests tracked here: Changes will be compiled into quarterly releases (unless critical) Tracking: In the rules and in Google Drive |
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 | in progress | Low |
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