2021-06-08 Meeting notes

Updates (please add in advance)

10 mins

Liz:

• “allUC” import profile is now in the NZ

• PPC approved a lot of decisions last week, see all-cohort email

• UCSD still prepping training documents, extract files are due to our IC this week (like Hermine, added drafts to the RMFG google share)

UCB:

• This note harks back to Hermine’s forwarded email from June 3 about orphans and bound-withs, that Stacy McKenna wrote about (concerns about generating unidentifiable orphans in the NZ). We were just wanting to make sure it wasn’t forgotten… This issue should definitely get enough attention that campuses, and particularly whatever CDL NZ manager, will be aware of it. It sounds like these "look like orphan bibs but are really 'related records'" should eventually be identified and have an NZ 9XX marker that advertises their status to all and allows these bibs to be excluded from batches of possible deletes.

• Some suppressed items from Millennium were showing up in Alma. A subgroup worked on correcting them (I don’t know how many).

• In progress is -- creating facets for our UC Library Search.

• We reorganized our Alma training draft again, and shuffled people a bit. It’s been a struggle.

• We’ll go live at noon[-ish, there are some “dependencies”] on July 27th, says our IC. It's asynchronous, she said, from other campuses.

• There was a Berkeley SILS open forum yesterday, with no Resource Management section though. (Integrations, Fulfillment, Analytics, UC Library Search.). Not very many of the 90 attendees had questions.

• Our first library-wide Alma session was today at noon.

Hermine:

• I put our in-process training material in the Google folder (I will update when it’s done). Training will be (eek) next week.

• Planning on taking some vacation, might miss a few meetings (possibly June 29, definitely July 6).
  
  

WorldCat Daily Updates

25 mins

Subgroup draft

Check on filters: do we need to filter a/v?

We will start with less filtering and rely on review for the initial updates. We can add filters if they are needed later once problems present themselves.

Liz will draft the decision page and send out by email for review. The decision will be routed to PPC on Friday, June 11

Best practices for setting holdings in OCLC

15 mins

Draft

Refined the document further.

Liz will draft the decision page and send out by email for review. The decision will be routed to PPC on Friday, June 11

Rule comments

Norm: allUC Normalization #1

Merge:

RMFG merge rule #1

RMFG MDE Merge #1

All 856s will be removed using the allUC Norm rule so those adding 856 42s for finding aids will have to add them back into Alma manually. (May want to tweak some of the 856 settings post-migration)

Edited the merge rules a bit more and will test them in tomorrow’s study hall.

Once the rules are deemed complete for go-live, Liz will write up a decision page that includes how to find all the rules

Best practices for collaborative Updating NZ MARC records, notification, etc

Batch updates

Refined the batch update process. Will still need to test in Sandbox and add 908 to affected records, but will not require reporting each job to a Confluence page or alerting the Alma Google Group.

We did, however, have a discussion about the best ways to chat about various UC cataloging topics once we are in SILS.

There is interest in a UC-wide cataloging Slack channel and using the Alma Google Group although we might need to discuss this further and define best practices for each communication method.

Best practices for creating and editing holdings and item records

Draft

These are basic best practices for now that we will likely revisit post-migration.

Liz will draft the decision page and send out by email for review. The decision will be routed to PPC on Friday, June 11