2023-02-02 Meeting notes

Updates/announcements (Please add in advance)

10 mins

All

Liz:

• All chairs met to discuss the upcoming transition. Generally expect that while some groups might see significant turnover, other groups may not so this is still kind of a test year

Catherine

• The Ethical and Inclusive Metadata Practices Project Team (EIMP-PT) held its kickoff yesterday, feel free to follow our work on the confluence site. We can also provide updates to this group, as desired.

Yoko

SILS OARM-PT is seeking feedback on the draft definition of open access and evaluation criteria for selecting an OA resource for inclusion in UC Library Search (UCLS): https://docs.google.com/document/d/1NOx-v_3GTbBhTur4_Wx9R-1OeOG_0OSi6-t7S9EdPjo/edit?usp=sharing

Shi: CDL Helpline will migrate from Footprints to Freshdesk, another ticket system. CDL Helpline will communicate to campuses soon.

Primo is not indexing new records imported into the NZ this week. CDL staff is working with Ex Libris to identify the problem. Currently no estimated time to resolution.

Campuses may want to do work-arounds such as importing to the IZ and sharing with the NZ

Analytics Reports from Idea Exchange

10 mins

Liz

All chairs is asking the subteams to review this Idea Exchange suggestion: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/40155142-ability-to-run-analytics-reports-on-alma-configura

Deliverables for RM:

• List of tables we want to change in priority order

• Brief impact statement

• Google sheet: https://docs.google.com/spreadsheets/d/15VA9yjCTsiUn7mh-2oUassxVNqu0yXCh9meeNs99fgU/edit#gid=0

Campuses have not provided much feedback. Some staff feel they don’t know enough about configuration to have opinions on this.

Interest in working towards harmonization as much as possible

Continue to provide feedback asynchronously through Feb. 9 at which point Liz will summarize and submit the RM-CMOS response

Rule changes

10 mins

Liz

Review outstanding change requests:

The following changes will be added to production before the Sandbox refresh late next week, Feb. 6-10

• Stop protecting 506 fields

• Bring allUC MDE External Search Merge #1 into harmonization with allUC Merge Rule #1

• remove extra 035 (OCoLC) fields - will be added ONLY to allUC Normalization #2

Copies of the rules still being tested will be moved to our Google drive so they will not be lost in the sandbox refresh

after the refresh we will add the Remove fields with non-UC $5 codes rule to the allUC Normalization #1 & #2 for further testing in the sandbox

After the refresh we will test Remove fields with non-UC $5 codes rule as part of the allUC normalization rules

Work Plan Check-in

10 mins

Liz

Review

Mark as complete: Update/Revise MARCIVE Import Profiles/Decision Page

Bump up in priority: the non-GOBI shelf-ready records

Will be useful to have coffee chat sessions of GOBI and non-GOBI shelf-ready workflows (perhaps followed later by vendor specific chats, on Cassalini, and others)

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

/60