NZ CDL data cleanup project

As of January 2022, CDL staff is working with a combined/streamlined data migration cleanup spreadsheet:

https://docs.google.com/spreadsheets/d/1e5ev1GoWP2PomllV2751lhoKqQYt28uJKErW5CHdjh4/edit?usp=sharing

CDL staff are working on the tab labeled “ALL COMBINED”
- Data from original cleanup spreadsheets (also found below) is preserved in separate tabs; consult the Legend tab for color-coding
CDL Acquisitions staff is determining whether collections records as migrated and activated are valid for the collections managed by CDL in the NZ. To determine whether CDLA staff have “signed off” on a particular NZ collection record, please consult columns D-H.
Collections labelled as “multi-part” or “multiple” are not yet eligible for verification and they remain suppressed. The process to determine how to handle these is ongoing, being managed through the SILS E-Resources Operations Subteam.
SCP staff are working with verified collections to determine whether cataloging is required; please consult columns N-P to watch the cataloging work.
CDL is continuing to test best practices for confirming portfolios attached to and activated with verified collection records. As those processes are refined and we have reconciled portfolios against known title lists, column J will be completed, followed by column P as SCP determines title-level cataloging needs vs CZ portfolio quality.

If you have questions about the effort to clean up NZ records from migration, please contact both Lisa Mackinder and Sherry Lochhaas at CDL.

This section pertains to clean up efforts prior to January 2022 and is preserved for informational purposes:

This page links out to CDL clean-up project spreadsheets from the migrated data sources (SCP/P2E, 360, and SFX), and by respective CDL teams. This spreadsheets may be consulted by campuses to ascertain shifts in e-inventory.

360/SFX:

Presentation from Adriana Moran (CDL Collections)

SCP/P2E:

https://docs.google.com/spreadsheets/d/1tMEdg9lw3JI79KhkG197Kg8P4im2_rEn2rjNCfP_8JU/edit?skip_itp2_check=true#gid=0

key (collection may be CZ or non-CZ ('local') as appropriate):

360 DB name: Purple color indicates collection is ready for P2E to move

NZ Collection ID: Purple color indicates the P2E portfolios have moved into collections

Database/Collection Suppressed Records

Status of CDL NZ Records

Key (the Google sheet has seven worksheets listed below. Process: CDLA focuses on the list CZSuppressed (837 entries, only one db AP Image). SCP reviews/updates collection level URL and adds public note for collections listed in NZ(SCP)Bib. The goal is to focus on the lists CZSuppressed and NoBib first, then the CZunSuppressed. Once reviewed and confirmed by CDLA, SCP will match the collections with OCLC records to replace CZ bib records, then move these collections either to NZ(SCP)Bib or NoNeed&Inactive)
- CZSuppressed
- Free-OA(CZSuppressed)-Free/OA collections for SCP to verify (66 entries)
- Hold(CZSuppressed)-multipart collections (417 entries)
- NoBib
- CZunSuppressed
- NZ(SCP)Bib
- NoNeed&Inactive

Resources

AEFG Decision Pages:

(Go-Live) Electronic Resources Practices - Linking IZ orders to relevant CDL e-collections (MVP 001)

(Go-Live) E-Resources Troubleshooting: Best Practices for Reporting Broken Links in CDL/SCP Records, etc. (MVP 008)

System dependency:

ExL answer about ‘suppressed collection record (for collections with inventory)' (on Basecamp)

relevant snippet from Basecamp thread:
Oct 23, 2020: “Also, speaking of migrated electronic collections where type is "Database."
Since Databases do not contain a Service or any Portfolios, it is important that the associated descriptive bib records are published in order for them to be discoverable in Primo. This does not apply to descriptive bib records for Aggregator or Selective collections which are typically suppressed. When I was researching your question, I noticed that electronic collections of the type "Database" migrated as suppressed. There is planned development to migrate electronic collections of the type "Database" an unsuppressed but I don't have a date yet.” [emphasis added]
Note: Mentioned planned development does not yet have a date as of 9/24/2021.