2021-03-16 Meeting notes

Updates (please add in advance)

10 mins

All

Liz:

• Public Services Escalation Leaders finalized a recommendation for CDI/OA resources: campuses should migrate their OA ILS bibs, CDI decisions will not be final before go-live

• Discovery finalized recommendations for test load

Jean:

Final opinions of our last week’s Train-the-trainer sessions from Jenny D. of ExLibris

Hermine:

• Loaded all locally-edited SARs and local authority records from Film and Television Archive into IZ.

• First week of prep for spring workshop - 35 people RSVPed for resource management sessions!

3/22 OCLC session prep

20 mins

Anyone willing to give a 5 minute presentation on these topics:

OCLC Gateway (Liz)

Searching in the MDE

Import profiles (Hermine)

4 slides per presentation:

• Best for/not recommended

• Setup/credentials

• Impact of merge rules/preferred

• NZ considerations

Anyone can attend this session.

@Elizabeth Miraglia will create a slide template that others can add to. Someone needs to sign up to present on searching in the MDE.

OCLC updates

Vote on test criteria and import profile parameters

15 mins

Subgroup update

Please add any OCLC holdings symbols your campus would like to have tested before 5pm 3/19

Add any OCLC symbols you would like included by 5 pm on 3/19.

ETDs

Confirm whether a standard ETD record is feasible before migration

30 mins

Test template

“Ideal” ETD record

Can we vote on this next week?

Goals: take advantage of NZ workflows/collections

Take the Ideal ETD record back to your campuses and give feedback by EOD Monday.

Looking ahead

Upcoming decisions (note schedule change)

Adding/managing OA resources (voting meeting 3/30)

Local 856 data (voting meeting 3/30)