2023-07-20 Meeting notes

Updates/announcements (Please add in advance)

10 mins

All

Start recording!

Hermine (UCLA)

• All Chairs Meeting notes; mostly reboot stuff.

Review action items

5 mins

All

Task Report - Resource Management - SILS

Hermine showed how to add due day by entering “//” then select the day

CJK reindexing

15 mins

All

• Some technical issues and many communication issues in first two weekends of rollout (UCD; UCSB/UCSC/UCI)

• UCI/UCM/UCSD supposed to go this coming weekend.

• Testing folder - can we decide on some best practices for the upcoming tests?

  • Test the Friday before the reindex and the Monday after?

  • Combined results has been identified as an issue.

  • UCB may go after Sandbox refresh, same as NZ, so the data may out of sync with Production, UCB oaky with it. Hermine will let Caitlin know if if they are aware this situation

Approve Team Charter

5 mins

All

Team Charter

• Finalized, for action item, added due date.

Approve Work Plan

Approve Work Plan and decide on next priorities.

15 mins

All

Review Work Plan: Resource Management - Resource Management - SILS

• Brief level, will this be done by re-indexing?

• Standardized Holdings Policies? is there a reason to do a day 1 for UC to go with standardized practice?

  • This is UCSD did, it is chipping away. Ryan can share UCSD’s proposal (several years old) if anyone interested --yes

  • UCB: workload concern

  • UCSB: yes, it would be huge undertaking, but would help holding report

  • seems like not interested to take on this task right now

Reviewed from parking lot and added the following to the work plan

• Added a new task to address local 95x-99X field in the NZ: set the target date Oct. 31, 2023, medium --review norm rule and merge rule, with possible campus cleanup

• Added a new task to investigate new functionality for record retention in the NZ: set the target date Dec. 31, 2023 and medium. Adam suggest make it wait out a bit in case there are bugs

• Added task to check NZ records lacking OCLC numbers (refer to records marked for deletion but have inventory attached: may need to see the scope of the project before making decision

• May continue to explore ideas on information sharing session: limited search functionality below is a good topic

We need to decide high priority tasks that we need to work on:

• ETD policy

• Authority control

• WCUs

Additional discussion

10 mins

Review items in this list; move to workplan?

• 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

NZ records lacking OCLC numbers

Need to review norm and merge rules to make sure local 9xx fields are removed and not allowed into the NZ

Adam suggested to adjust the width of the column and separate Additional discussion and Parking lot. --Done

Parking Lot

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