2020-11-5 Meeting notes

Marcive records

Review the decision page

Confirm the source of the base file

Decide the cost-share model

Brainstorm the plan for processing monthly files

10 mins

Review the following documents:

(Test load) MARCIVE Bibliographic Records in the NZ

UCSD providing records, SCP loading to NZ for Test Load only
RM determining workflow

UC Marcive Proposal Summary

For non-backfile records

Cost-share for Marcive Records

Use FTE cost share model 9 campuses (no UCSF) for MARCIVE

ALL: Please let Xiaoli know by noon Friday if OK for her to bring this decision page to PPC’s meeting Friday afternoon.

Michael: Generate quote using cost breakout based on FTE cost shares (9 campus), add values to Cost Share Link.

YBP/GOBI Shelf-ready services proposal

Discuss the level of services (silver or gold)

Review collection pattern of each campus

Discuss the cost-share models

25

Fill out Tab 1 and Tab 2 of this excel sheet: Campus information related to shelf-ready proposal

Review Tab 3 of this excel sheet: Campus information related to shelf-ready proposal - share your ideas for how cost can be shared

Possible switch/increase of electronic?

This proposal only includes charge for MARC records, does not include physical processing cost.

Pricing may be affected by 1. volume and 2. preference for service level 3. ratio of P to E, may gain API automation and enhanced records.

Gold vs Silver = both will have OCLC number, Gold has full record cataloging. Michael can provide more information when needed.

Question: Would OCLC Collection Manager update process pull higher level records? (Not sure if UC will use it).

Question: How much record overlap between campuses?

Next step: Michael returns to YBP/GOBI with additional clarification.

Michael move cost share document to YBP folder.

Update and checking

Discuss questions and upcoming milestones

15 mins

All

November 6 - Test Load Kickoff
December 14 - date due
February 19 - Test Load instance available

Difference (vanguard vs test load) - SCP will be loading SCP records for non-SFX collections to NZ, loading remainder to SCP IZ.

Authority control

Discuss questions and ideas about authority control in Alma

10 mins

John Riemer

Not discussed - move to next meeting.

A meeting recently about "authorities" with ExL staff revealed that Alma has no effective way to get headings changed in word processor mode. There are a lot of headings with a name portion followed by a $t Title portion or subject subdivisions in $x,y,z, as well as corporate body main headings followed by various subunits in $b.   For those, there is a real need to instruct the system to please change the portion of the heading that reads X to Y, regardless of what additional text string follows that.  Add-on software in some existing systems allows that. ExL just said we should consider making an enhancement request for the future.

Proposed coping strategy:

• identify sets of records in Alma that we wish to operate on 

• collect the OCLC#s involved, and go to WorldCat to grab the right records

• operate on the records in MarcEdit or in the WorldCat Metadata API

• [a variation on the above might be extracting data from Alma for MarcEdit manipulation]

Homework

Parking lot

ETD issues:https://docs.google.com/document/d/1ybrtfRg-a9KbdpwmevZmyGAr3Oy4K0Nu2zc5raEtBcE/edit

Total

60