Work Plan: Resource Management

To be approved at our next meeting (7/20)

Deliverable

Priority

Due Date

Status

Effort

Notes

Deliverable

Priority

Due Date

Status

Effort

Notes

Feedback for ERES 930/973 Decision

MEDIUM

March

Mar 31, 2022

DONE

 

https://uc-sils.atlassian.net/l/cp/Q17vWgmm

WorldCat Updates: Updated documentation

 

HIGH

End of April-ish

Apr 30, 2022

DONE

 

https://uc-sils.atlassian.net/l/cp/kPJFmz91

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

 

https://uc-sils.atlassian.net/l/cp/CP5aVXru

Bound-withs Policy Page

HIGH

May/June

Jun 30, 2022

DONE

 

*this does not mean standardization

https://uc-sils.atlassian.net/l/cp/aRYzAGV2

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

https://uc-sils.atlassian.net/l/cp/WZGQ2Lcq

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

 

 

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

https://uc-sils.atlassian.net/l/cp/Yyfz1hQ6

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:

  • CZ

  • non-GOBI shelf-ready

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

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

Restricting Editing of NZ Fields

 

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