Work Plan: Resource Management
Ongoing, In Progress, and Work Not Started
Deliverable | Priority | Due Date | Status | Effort | Notes |
|---|---|---|---|---|---|
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 Updates to preferred term correction in August 2025 |
Implement Suppress from Discovery Network functionality | MEDIUM |
| IN PROGRESS | Low | Waiting on Discovery |
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 |
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. September 2025 - Not much interest in pursuing this. |
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? |
Standardized Holdings Policies | LOW |
| NOT STARTED | Huge | Is there a need? Are there use cases? September 2025 - No bandwidth or need for harmonization, but could be interesting to document campus holdings practice on SILS page. |
Expand access to NZ | HIGH | Dec 31, 2023 | IN PROGRESS | Medium | Proposal provisionally accepted, Jan 17, 2024; DOC/CoUL forming group to look at this 2025/2026 |
Policy for managing Linked Data in Alma | MEDIUM |
| NOT STARTED | Medium | URIs in MARC records in the UC Network Zone (June 2024) + UCD IZ records. Roadmap 2025-2026:
September 2025 - Davis may get early access to editor this year. It will be important to have a policy, but we’re not very far along. Currently we can’t put native lod records in the NZ because they won’t have an OCLC number. May want to have some kind of policy soon. February 2026 - LOD editor available in Alma https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Linked_Open_Data |
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: https://uc-sils.atlassian.net/l/cp/AwzG8b1m Requests tracked here: https://uc-sils.atlassian.net/l/cp/CAQB8XYu 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 |
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 | IN PROGRESS | 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. |
Unused bibs in the NZ | MEDIUM |
| IN PROGRESS | Medium | At Apr 9, 2026 meeting it was decided to focus on electronic resource records. |
Review best practices for import profiles (with Acquisitions and E-Resources Operations Subteams?) |
|
| NOT STARTED | Medium | (see RMFG (Go-live and beyond) Best practices for repository* import profiles and https://uc-sils.atlassian.net/wiki/x/JQL7bQ) Sept 2025 - Seems like it hasn’t been a huge problem recently but it would be good to make sure everyone’s on the same page. |
Review effect of LC lack of $v subdivisions with preference for lcgft in discovery; determine if recommendation from RM for discovery configuration is needed | HIGH |
| NOT STARTED | Low | https://www.loc.gov/aba/cataloging/subject/form-announcement.pdf https://www.loc.gov/aba/cataloging/subject/formfaq.pdf Could just need to turn on the “index_5XX_authority_fields” setting so users will still find resources if they search on the broader LCGFT term (e.g. Blank verse vs. Poetry). Documentation here: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/Authority_Record_Enrichment_in_Primo_VE
|
Investigate use of local Network Zone 90X-94X to assist with prevention of dedup of certain records | MEDIUM |
| NOT STARTED | Low |
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Completed Work
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 |
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 |
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 |
|
|
WorldCat Updates: add “merge” files | MEDIUM |
| DONE |
|
|
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. |
Consider restricting editing of 035s beginning with (OCoLC) | MEDIUM | Dec 31, 2023 | DONE | Low | |
Policy for rectifying NZ bib with incorrect OCN due to erroneous change | HIGH | November 2025 | DONE | Low | HOW TO: Rectify NZ bib with incorrect OCN due to erroneous change |
Create AI enhanced cataloging best practices | HIGH | February 10, 2025 | DONE | Low | UC Best Practices for Using AI in Cataloging and Metadata Work |
Monitor Implementation of Official RDA Toolkit
| HIGH | April 2026 | DONE | Low | What does it mean to implement the new RDA? What can we expect with records cataloged using the Official Toolkit? End date of access to Original RDA via the toolkit is May 2027. PCC Training should be available summer 2026. Ideally, UC would take a systemwide approach to implementation and utilize PCC Training. |