2022-09-15 Meeting notes

Updates/announcements (Please add in advance)

10 mins

Analytics Study Halls announced by Lisa Wong on UC_Alma, Fridays 1-2 (demo topics: https://docs.google.com/document/d/1f_NHNgjFZDtWurw09iCTix-fwEnXLhFeyHZR2m-opYM/edit?usp=sharing)

Hermine (UCLA)

• Working on re-exporting (from Voyager) and overlaying the ~3800 records from FTVA that were overlaid by WCUs.

• Attended All-Chairs on behalf of Liz (notes)

  • discussed the PSB reindexing issues

  • OSTs may need to fill out a questionnaire about how things are going.

UC/ExL Meeting for CJK Search results follow-up

10 mins

Sandbox testing: NZ job is still running. We will hopefully be able to start actual testing next week.

Extremely disruptive to searching in NZ and particpating IZs. Given the disruption, concern about doing this for the entire system

Non-English Language Records

15 minutes

Feedback on this page: Language of Cataloging in the UC NZ

UCSD: only comment is whether the policy should use “should” vs. “can” with regard to adding an English-language record when the only copy in the NZ is non-English

UCLA (from 9/2 email):

I was made aware of an Ex Libris policy (https://knowledge.exlibrisgroup.com/@api/deki/files/60631/AlmaCommunityCatalogCatalogingStandardsPolicies.pdf?revision=2, page 7) that, in the CZ, language of cataloging should match the language of the item. So that’s… something.

“Since we have a one record policy in the CZ, the issue of languages has been the most challenging part of the solution. The current decision is that the language of the item dictates the language for cataloging. Catalogers are encouraged to fix the 040 $b accordingly and make sure that the 245, 250, 260, 264, and 490 fields all follow the rules for transcription and reflect the language of these elements. The language of cataloging determines what language should be used in all cataloger composed notes, for example, 300, 500, 504, and 520. Similarly the forms of name used as authorized access points in the record should be consistent with the language of cataloging—LCNAF if 040 $b eng, GND if 040 $b ger, etc.”

I also received a comment that WorldShare Collection Manager can sometimes supply non-English records.

All that said, should we make an exception for e-resource records?

UCB:

• I think we should have a strong preference for campuses to add an English language record when the NZ only has a non-English language record, but I don't think it should be required. Instead of using "can", my initial thought was to use "may" -- definitely not in favour of "should".

• Based on Hermine's email after our last meeting, do we need to add an exception for CZ records in the NZ to reflect the Ex Libris policy of the language of cataloging matching the language of the item?

Decisions about wording and policy added directly into the decision page.

Strengthened language that catalogers “should, when possible” prefer English language of cataloging records

Explicitly exempt CZ records, which have their own policies

Get clarification on the item about: Cleanup 035 data in non-English language records

WCU session

Any preference among the following dates:

Thursday 9/22 (morning)

Monday 9/26 (any time)

Wednesday 9/28 (afternoon)

Thursday 10/6 (morning)

UCSB: prefer Thursday morning would be first choice but since there will be a recording, I am fine with whatever works best for most

UCSC: prefer Monday at anytime, and I am fine with the majority best time.

UCB: Since the session will be recorded, no preference.

UCLA: Sept. 22 is probably too soon. Prefer Monday or Thursday (10/6), but ok with any.

UCI: 9/28 or 10/6 preferred, but since it is recorded, any works

Any of the last three dates are acceptable. Liz can decide.

Parking Lot/additional discussion

• Alma August release has five CZ “Managed by Community” collections where portfolios can be deleted by everyone

• Interest in session answering questions on how campuses decide when or why to use CZ

Limited Search Functionality in Alma and Analytics

• EL has been asked repeatedly to index all MARC fields. There is a limit on the number of local parameters we can set up, and there is a need to identify data that is not indexed (example, content type)

• Alma Idea Exchange: Add 880 field to the Bibliographic Details dimension table in Analytics

Sharing session idea - fun with the CZ? (Maybe in conjunction with e-res?)

Evaluate and refine WDU configuration

Discussion about CJK searching problems. Due to Alma not being able to cross-search variant Japanese Kanjis, the Japanese cataloger at UCB has expressed the desire of pursuing adding variant access points for variant forms of Kanji to bibliographic records and making them searchable not only in UCB's Primo but also other UC campuses.  TJ suggested that UCB approach CDL about asking for a Network Zone local extension (900-949) for this purpose. If it does happen, campuses that are interested in taking advantage of this feature will need to adjust their Alma and Primo configurations accordingly.

Discussion about what campuses are doing when two records for the same title in Alma have already been merged in OCLC: It is acceptable to simply move your local inventory to the preferred record and leave the other record and wait for it to eventually get fixed by the WDU. Some campuses do merge the two Alma records. This is more time consuming. What a campus does may be a function of staffing and capacity.

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