2022-03-03 Meeting notes

Mar 3, 2022 02:00-03:00 PM

Attendees

  • @Adam Baron

  • @Marcia Barrett

  • @Catherine Busselen (notes)

  • @Shi Deng

  • @TJ Kao

  • @Yoko Kudo

  • @Cathleen Lu

  • @Latasha Means

  • @Elizabeth Miraglia, Chair

  • @Hermine Vermeij, Vice-chair

  • @Sarah Wallbank (Unlicensed)

Absent

 

 

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Updates/announcements

 

10 mins

 

Welcome back Latasha!

Liz:

  • All-chairs had its first official meeting this week. Tom Bustos and Caitlin Nelson will co-chair. Liz will be on the All-Chairs Steering committee but not a co-chair

  • UCSD is still getting some short records from Gobi, so we’re investigating why that is

  • UCB fixed problem with duplicate 880 fields; question about whether they should work with CDL to cleanup records already in the NZ

  • UCB’s issue uncovered that campuses are using different merge rules, some are using AEFG some are using allUC merge rule #1 (difference in 774 and 520; question about which is being used for Daily Updates (answer: using allUC merge rule

  • Adriana Moran from CDL Acquisitions is leaving

UCB can leave existing records with duplicate 880 fields; if campuses find that they are problematic, they can update as they come up; we can see how many are not getting updated after a month or so

We should determine what merge rules are being used and then determine if we need to retire or update the AEFG Test Merge Rule

@Elizabeth Miraglia will create a sheet to track what merge rules campuses are using
Everyone: find out whether they use AEFG Gobi Test Merge rule or allUC merge rule #1
2

Work Plan and Ops Team Handoff

Review Ops handoff, especially ILSDC items and high priority items.

20 mins

 

Ops Handoff: https://docs.google.com/spreadsheets/d/1I-GF-uGlcvRB4b3ApZ4i45p7KgWhj8GoP94-v85CV-o/edit#gid=0

  • ILSDC items were handed off to RM-CMOS (as expected), these are highlighted in blue; most of these are campus-specific and not systemwide (campus-specific ones will be moved to separate sheet); two ILSDC items left for systemwide discussion but more like tasks than decisions, we’ll want to determine how we tackle these within the workplan

  • Question about the Authority control line, is this going to be work done at campuses or CDL? Systemwide

Work Plan Template: Work Plan: Resource Management

Start creating Work Plan by looking at High priority items on the Handoff and Medium priority to see if any need to be given higher priority

 

3

Free OCLC reclamation

Discuss any new campus comments/questions

10 mins

 

OCLC confirmed that campuses can send just lists of OCLC numbers.

 

Everyone have campus add comments on SCP proposal; Shi sending link via RM Slack channel

 

4

Batch NZ deletions by CDL

Update on processes, discuss options for CZ records

15 mins

 

Gem ran a test in the sandbox on 10,000 and everything looks good. Sample report: https://docs.google.com/spreadsheets/d/1DejhLJZvPmycc-4Ns_rlU9RY5olgzqKY/edit?usp=sharing&ouid=108724953883108583290&rtpof=true&sd=true

Going forward, CDL will limit batch deletions to 10,000 records at a time due to report limits in Alma.

There is an issue with exceptions; many of the “exceptions” do not appear to be anything that should have been identified as such; CDL is working with Ex Libris to identify what happened and how to resolve

 

 

5

Parking Lot

Capture important topics for future discussion

 

 

Analytics local params

UCLA - Wondering about bound-withs again. We had talked about doing some kind of UC-wide session in 2022… Before we set our own policies, do we think we’ll have any guidance on:

  • having 014s in holdings records?

  • Use both the 774 and 773?

  • Continue having host bibliographic record or make the first title the parent?

  • Where to include location-specific information? Continue making a 590 or add it in a 773 $3?

 

 

6

 

Total

/60

 

 

 

 

 

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