2024-04-25 Meeting notes

Attendees

@Adam Baron , notes
@Marcia Barrett, out
@Catherine Busselen
@Shi Deng
@Ryan Finnerty
@TJ Kao , Vice Chair
@Yoko Kudo
@Cathleen Lu
@Latasha Means
@Hermine Vermeij, Chair
@Sarah Wallbank (Unlicensed)

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Updates/announcements (Please add in advance)	Share information	10 min	All	Start recording! Hermine/UCLA: GitHub - ucsils/resource_management is up--anything else that should be added? TJ and Hermine are administrators; will need to be part of onboarding. Will be used primarily for “officially” storing rules because anyone can edit them and there is no version control in Alma. Sent feedback to CDL ETD team on 4/18. Shi/SCP: ETD updates: Looking at setting up OCLC Data Sync Collection May want to make sure others are not already adding UC ETDs to OCLC; CLD eScholarship is contributing records through the Digital Collection Gateway and may not have a lot of control over which collections are included; some campuses are fine with the duplicate records in OCLC “qt” appears before the identifier in 024 but not in the 856 – why? (e.g., OCLC #1423483923) Will the Merritt ID in 924 be added to the OCLC record? Should records for perpetually embargoed ETDs be sent to OCLC? May depend on how discoverable they should be and if they are visible in eScholarship ProQuest records vs. RM proposed record There are some differences, so we might want to request a sample of UC ETD records from ProQuest Catherine/UCSB: Testing updating Music Library locations to Main Library locations, etc.		@Hermine Vermeij: Ask CDL how they handle permanently embargoed ETDs (e.g., are they discoverable in eScholarship?) Request a sample of UC ETD records from ProQuest
2	Review action items	Check in on action items	5 mins	All	Task Report
3	Local data in NZ check-in		10 min	All	https://docs.google.com/spreadsheets/d/1W9veEVN1Fq73NezDzWLPLEc7f3F246KVVmwWI83uJVU/edit?usp=sharing How is local data cleanup going? Progressing; campuses are at various stages of cleanup Revisit stripping most 9XX fields out in norm rule?UC Network Zone Rule Change Request Tracking Page Fields 935, 938, 945, 948, 98X, 993, 994 are already stripped out Normalization applies to the incoming record and does not impact records already in Alma If we are seeing new fields that we have already cleaned up, we may need to do more outreach and training to make sure catalogers know how to enter them correctly	Run the reports one last time before making changes to the norm rules	Everyone continue cleaning up local data in NZ records @Hermine Vermeij: Update spreadsheet for campuses to check off when they are finished (if they want)
4	856		15 min		https://docs.google.com/spreadsheets/d/1VmKqAVlv0j_i7jENxklnVdQX4cpdpq-G1j46O00taqM/edit?usp=sharing MARC documentation - 3 = Component part(s) of resource; 4 = Version of component part(s) of resource Continue allowing through norm rule? Or strip out?	No change to the norm rule at this time; there is not enough data to make a decision Coding for tables of contents: When possible, use indicators 43 or 44 as appropriate Alternatively, accept indicators as provided
5	035 editing restriction		5 min		Testing in sandbox--how’s it going? Time to get campus feedback? Or expand first in sandbox (other 59X, 950-999… ?) Restricting Editing of NZ Fields	Will make the restriction for editing the 035 field first and separately from other fields Configuration change will be made close to the UC-wide session	@Hermine Vermeij: Find and schedule a time for a UC-wide sharing session for restricting 035 editing in NZ records and how to use the norm process to mark NZ bibs for deletion
6	May Alma release		15 min.		https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202405BASE Physical item templates Restrict deletion of NZ bib records with related records and/or local extensions Support parallel work in multiple browser tabs Scheduling support for manual jobs Others?
7	Additional discussion (if time)
8	Parking Lot				Alma CDI Link Matching Process Issues Authority Control in the NZ
9		Total	/60