2021-10-12 Meeting notes

Updates (please add in advance)

10 mins

Liz:

• We had an issue with data not showing up in Analytics despite being submitted before the “last updated” date shown in Alma. We submitted a Salesforce ticket and will update if we hear anything

Belinda (UCSC)

• We are having issues with 020s added to OCLC records not coming over to the NZ. Would it be possible/advisable to change the merge rule?

Jean:

1. UCB print serials items records are not sorting properly. The sorting is related to the Millennium migrated holdings and item records. Millennium records do not have 853 fields to designate volume etc. information in the holdings record. All Millennium volume numbers are loaded in Alma's Description field of the item record. Without volume designations, Alma does not sort items properly. 

So Berkeley is considering switching from our Millennium traditional practice to MARC 21 holdings format (NISO standard). Does this need Systemwide's approval? Can individual campuses make our own decisions?

2. UCB governance people (not just the catalogers) talked about noticeably slow response times, but said they don’t want to hurt our relationship with ExL, so are treading diplomatically through it with them. Our SLA (service level agreement) seems to be involved.

3.Having received a couple of notifications from other campuses about errors in UCB records: 

Do we want some sort of list of campus contacts for record issues? And, when there are multiple holdings, which campus will correct the issue? 

But such a list would require upkeep.

And any problem reports should include a clear and obvious indication of priority.  For instance, a multi-match problem would definitely impede another campus from proceeding with their work, whereas many or most other errors could be fixed ... sometime.  Many of these reports would be coming to my department, and we do not have the capacity to resolve all possible problems from all corners of UC, a situation unlikely to change anytime soon.

4. UCB would be glad if we could keep holding off a bit on WorldCat Updates.We still have to get going on undoing the UCLA/OCLC merging issue (the ones that’re safe to work on now anyway).

CDL/SCP:

• Thanks for input. CDL will keep separate Authentication note (terms from license on limited simultaneous users, etc.) and Public note (participants, etc.)

• Making progress suppressing collection records, noticed and issued a ticket to ExL that collection level URL delay about a week after records being unsuppressed. For 1:many cases, thank you for input. AEFG will discuss more tomorrow, CDL/ERT will discuss them after. So if campuses need more time to provide input, please continue to do.

• Also making progress on launching newly licensed resources

UCLA (Hermine)

• With Gem’s and Liz’s help, we were able to add the 910 “bound with” to 15K records and the 903 “Exclude from WorldCat Daily Updates” to 165K records.

• Our ILSDC has finished cleaning up the 035 problems in the NZ. (Campuses, including us, still need to follow up and make sure our holdings are on the correct record.)

• Lots of struggling with cataloging statistics as the PCC stats deadline loomed. Biggest challenge is the inability to limit searches/indication rules to a single instance of the stats field. We repeat the field every time a record is edited, so a search for all BIBCO authentications made in 2021 will also pick up records cataloged 20 years ago but edited in 2021. We devised some workarounds, but they are not perfect.

• Transition Task Force is working on welcome letters, onboarding plans, etc., while waiting for the campus nominations and appointments to come in.

In response to Jean’s question about changing UCB’s holdings records format to follow NISO standards, Liz noted that campuses can and have chosen to follow their own standards for holdings records without need for approval from systemwide. UCSD will also be moving towards recording their holdings records according to NISO level 3.

With regard to records error reporting when it affects another or multiple other campuses, it was suggested that we use the RMFG rep as the first point of contact unless there is already a known protocol or contact list (such as for Special Collections)

To assist in error reporting, we also discussed the need for a list of campus MMS ID suffixes. For now, everyone should add their campus suffix on the RMFG landing page after their name and campus.

Create list of campus MMS ID suffixes

Authority reports/cleanup

Review current reports, how to handle these?

Reviewed some of the Preferred term correction reports. Will need testing to see how and if we can make use of these reports. Would WC daily updates be sufficient instead of running these. If not, can they be filtered to be more useful for catalogers?

MARCIVE

Gem ran some new normalization on the records in the sandbox including:

Adding the OA 506

Adding the SCP 930

How do these look now?

To find these, search All titles - 908 - marcive - NZ

All campuses should take a look by our next meeting

Bound-withs/related records

Adding campus names

Ready to run in production?

UCB: Still in the middle of deciding about 910s, and wanting to hear all news from Systemwide.

After further testing and discussions the last few weeks, we will add campus name to the 910s. There will be a norm rule for each campus.

Liz will update the decision pages for further campus review

$x and Primo’s over zealous linking

See TJ’s email from Friday

Will see if Discovery has any ideas for a solution

856 42s

Future maintenance of 856 42s is still a concern, so we are going to test allowing them in for a month or so and then review the results.

Tweak rules in Study Hall tomorrow

Next meeting (10/24)

MVP check-in

WorldCat updates