2025-07-17 Meeting notes

Attendees

@Adam Baron (UCB)
@Catherine Busselen (UCSB)(Chair)
@Jared Campbell (UCD)
@Finnerty, Ryan (UCSD)
@Jun, Marcus (SCP/CDL)
@Tricia Lampron (UCI), notes
@Cathleen Lu (UCSF)
@Chloe Noland (UCSC)
@Sang Park (UCM)
@Hermine Vermeij (UCLA)(Vice-Chair)

Regrets:

@Yoko Kudo(UCR) (will do notes at July 31 meeting)

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Recording Reminder			@Catherine Busselen	Start recording!
2	Updates/announcements (Please add in advance)	Information sharing	10 min.	All	Welcome to Chloe Noland, UCSC UCSB: New UL started July 1, Todd Grappone UCLA: Continuing to grapple with policies for SLF-North deposits. Any solutions for how to deal with local extensions? suggested defined NZ field, however there could be issues with this suggested possibly keeping IZ records for SLF items Starting to think about changing name of SRLF to SLF-South in our records. Location name changes will be easy, but we have lots of notes with “SRLF” in the metadata (e.g 506 note). UCSD: Staffing changes in Metadata: lost one position to layoffs; three positions were moved into different areas of the library; one position was moved into SCP for Chinese-language support. UCD: Staffing changes: UCD is recruiting a Metadata Librarian. We also lost one Librarian Professional position due to resignation.
3	Meeting time discussion	Determine if meeting biweekly on Thursdays, 2-3pm still works or if we need to find a new time	5 min.	All	Look at your calendars in advance of meeting. Are there any folks that find this time difficult or in conflict with other meetings? Does the frequency of this meeting make sense still?	We will keep the day/time and frequency unless someone reports a conflict
4	Team Charter	Introduce and ask for asynchronous review following meeting	5 min.	All			Everyone review and if you have any insights add a comment to the document or message the slack/send an email
5	ETD MARC records for review	Update on status and share files for review; determine deadline for feedback	10 min.	@Jun, Marcus	https://drive.google.com/drive/folders/1-PmGF16lJ87l-MVDmh--z96pGebyqEqv?usp=sharing. https://docs.google.com/document/d/15oKXH3RSpofbjnRuxHd_6vIm16YsK6B7yGF_g8jPRfs/edit?usp=sharing https://drive.google.com/drive/folders/14oJbWc534SMdZ1VGSvdofyk7EAzURAIH?usp=sharing OCLC approved data sync collection new workflow: ProQuest to CDL to OCLC to Alma NZ Proposed updates workflow (Ex: embargo updates, however any updates would follow): Campus will update oclc record, export to NZ, publishing profile sends to CDL to update E-Scholarship Question: Will it be a problem for all oclc updates being sent to E-Scholarship via the publishing profile? Let Marcus know if there are known changes that campuses are making regularly to make sure they get picked up Question: Why use the 506$2 star? Ex Libris requires it for open access indication Links in records aren’t working - possibly because some of them haven’t been added to e-scholarship yet due to the change Timeline for review: Deadline for review will be by July 31 but add any feedback to the Comments document as soon as possible		Everyone should review the records and provide feedback by next meeting (July 31)
6	Harmonization of OCLC symbol usage for SLF titles	Share information/thoughts from meeting with SLFs; and UCI, UCB, UCLA RM and ILL folks	10 min.	All	Based on the conversation, it seems that there really is no reason for harmonization at this point from an RM perspective; there does not seem to be a central policy on lending of SLF material currently, that kind of policy is out of scope for RM, however, if a policy is made , then RM could certainly revisit whether harmonizing at that time would be advisable SLF-N does not currently have ability to lend internationally; UCB does; there is not a policy in place about SLF lending SLF-S UCI ILL does not have data on how often they turn away requests for things that are at SLF, however, they do not feel that they are burdened unnecessarily by it Fist of five with the group indicated that harmonization is not needed at this time	Decision: will not harmonize	@Catherine Busselen will complete decision page and communicate decision to wider audience
7	9XX Field Restriction setup in configuration	Determine if we can request restriction of adding 950-999 in production prior to the SB refresh	10 min	All	https://docs.google.com/spreadsheets/d/1xOIprZDbGh8bPvorwHaPS0buxdG-O7IlNgEAbdroz2g/edit?usp=sharing Fields Restriction Policy cannot add 9xx field, but can delete it Sandbox will be refreshed August 10, any configurations there now will need to be reset if not added to production prior to that date		@Catherine Busselen will request all remaining 950-999 fields be added to the SB restrictions Final decision will be made at July 31 meeting
8	Parking Lot				ELUNA shareouts Unused bibs in the NZ Review and update Task Report https://docs.google.com/document/d/18_pZKpvg4KKShzyqrbwqP2p8Cf0SkC_wlfgxxGo2UzM/edit?usp=sharing Review updated Authority Control in the NZ Review best practices for import profiles (with Acquisitions and E-Resources Operations Subteams?) (see RMFG (Go-live and beyond) Best practices for repository* import profiles) Tweak WDU config (contingent upon SCP’s cleanup progress) Review “HOW TO: Rectify NZ bib with incorrect OCN due to erroneous change” draft Interest in harmonizing general cataloging policy procedures? For 2025-2026: Review Bibliographic Record Management in the SILS Network Zone and update if anything has changed or is missing; update post go-live message Put together a plan for managing 9XX fields post our clean up effort (brainstorming doc)
9		Total	50 min.