2020-04-28 Meeting notes

Apr 28, 2020 03:00-04:30 PM

Zoom: contact chair for link and password

Attendees

@Belinda Egan (Unlicensed)
@Cathleen Lu (notes)
@Hermine Vermeij
@Jean Dickinson (Unlicensed)
@Latasha Means
@Martha McTear (Unlicensed)
@Sarah Wallbank (Unlicensed)
@Shi Deng
@TJ Kao
@Yoko Kudo
@Elizabeth Miraglia (chair)

Not attending

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Team charter	CompleteTeam Charter in Confluence	10 mins	Liz/All		Charter is finalized
2	Updates		5 mins	Liz	Vanguard is settled: UCB (including NRLF), UCLA (including SRLF), UCSB, UCSD, UCSF, and CDL ExLibris will prep some trainings for us; some reps may come to functional group meetings for Q&A Caitlin will be sending sandbox access to PPC members; limited to 30 users at a time so may have to coordinate later Keep sandbox access limited until updates on Friday		@Elizabeth Miraglia will send sandbox access once she has it
3	Separate records for different formats	Provide an update and time for discussion	10 mins	Liz/All	“Some Alma workflows are actually designed to expect a shared record for serials even though others are not. We had many records migrate with different formats attached, e and print, print and micro. It is something libraries will want to clean up on the other end but it doesn't stop the records from migrating. If a campus intends to migrate its order records, they will want to separate print and electronic. Not doing this cause the majority of our order record issues post-migration that have resulted in having to close and reopen many many records. “ So there is no technical issue with migrating composite records but they do create the need for a lot of cleanup and there are discovery issues (so not technically Alma but Primo) If each thing has its own holding record, it’s okay
4	Network Zone questions	Prep for May 4 PPC Network Zone presentation	20 mins	Liz/All	Complete in drive doc May 4th (Monday), ExLibris presentation on NZ Current Alma users: Community Zone is electronic resources only, bib record attachment comes after the activation Can unlink NZ from IZ records (to reject changes/updates), but will not be able to participate in consortial loans Once you link IZ to a NZ record, can’t configure which fields to “accept”		All: Brainstorm questions for ExLibris in “Critical Issues” doc NZ tab @TJ Kao will demo some local edit/MarcEdit stuff in Alma!
5	Review Phase 3 “Critical Issues”	Confirm/review whether each item is actually critical, begin to break them into smaller tasks/decisions, begin to identify questions for Ex Libris (if any)	30 mins	All	Our copy of the starter document is here. There are some new issues added to our FG		All: Continue tracking thoughts/issues that come up in working document
6	Local issues page	Take a first look at local issues, brainstorm new additions	10	All	Local Concerns Can suppress both bib and holdings records in Alma Alma does do versioning for records, so possible to track changes or use to pull cataloging statistics

Future agenda items

TJ’s Demo

TTT survey results