2022-05-16 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

Lisa M., Stacy AND Erika out Monday 5/23 (Timberline)

• Stacy will send out an email update after the Licensing leadership meeting 5/17

ACQ Work Plan - License Terms

10

All

Licensing leadership meeting 5/17 - ExL support ticket, etc.

More campuses seeing full CDL license terms as addressing these settings in IZs. See record as an example: https://search.library.ucdavis.edu/permalink/01UCD_INST/1hjlc2p/cdi_proquest_miscellaneous_916514850

Additional questions about when we will reach “point of action” to have revised display results in Primo.

Goal is to have data available for Fulfillment teams by the end of May.

Lisa M. update on ExL Ticket: ExL confirmed some anomalies are not “expected behavior.” ExL escalated some items to tier 2 level support:

1. field name “null”

2. inconsistencies between Alma and Primo VE displays

3. 360-->Alma potential mapping problems

4. for standard license terms NZ have edit button, but IZs do not

• CDL is working to extract license data access before the end of access to PQ 360 (June 30).
  Connecting licenses to their respective collections in the NZ is not straightforward.

ACQ Work Plan - Developing Policy/Procedures for MVP 003

Review Progress on Documentation

15+

Laura, Erika, Lisa S.

Use of (Brief) Order Records in NZ/IZ

https://docs.google.com/document/d/1sYpjvpv0wd-7DjERRWoBqOYqHNaCz1Rm9M-ImKolW_Y/edit

• 5/2: UCI update from discussion w/ Moriah and percentage of brief bibs w/out OCLC numbers. Can be 1-2%. Occasionally record in GOBI system can have OCLC number of a different title - would not be reconciled in API process (or can be not preferred record but same title). Additional discussion of complications, timing, etc. Potential clean-up issues downstream, so NZ maintenance concern.

• Risk/benefit - risk of non-matching etc. and NZ quality. Benefit of OCLC daily updates.

• Q re: how API works at IZ level - match on POL, so overlay happens. Does not complicate factor if loading in NZ (and mismatches, overlay mishaps, etc.). Discussion of campus implementations.

• Ebooks: not ideal situation for using API, creates standalone portfolios. Load of Digital Plus record should create portfolio in collection, etc. Using “unlink from CZ record” in import profile - to take advantage of full bib for an ebook and also reside in CZ collection. Minimizing unwanted duplication or complicating multi-match outcomes.

• Intersection with assessing the Gold Plan. If manually handling w/ OCLC record due to addressing other potential problems.

• Local approach to “Share/Link to NZ” permission, frequency of running, etc.

• All: please review decision page for “on order brief bib records”

• Stacy McKenna will create decision page for “on order brief bib records” (keep in IZ and then link to NZ, including those created by GOBI API) and share with Resource Management
• Erika Quintana will create a “best practices/how to” page about configuring GOBI API

Gold Plan with GOBI - Renewal Information

10

Assessment of GOBI OCLC Plus service usefulness

Proposal for the University of California System is July 1, 2021 - June 30, 2022 with two option years for renewal FY23 and FY24. All UC libraries can utilize the cataloging service, API service, etc. for a flat fee.

CDL using service for Wiley, Cambridge, Springer.

Contract decided before clear understanding of Alma workflows and WorldCat updates implications. Gold service is essentially $6 bets against whether anyone else will have updated the record - would in house cataloging be a better use of $? UCI API testing will give us a better idea of the kind and frequency of titles that come through without good records.

• Testing will be this week of 4/25 sometime.

5/2: assessing criteria for print (like supporting shelf-ready) vs. ebooks.

Discussion of enhancing/influencing CZ - could be role for SCP. Additional discussion of quality of CZ, and debating decision to use local collection.

Alma Analytics Overlap analysis can indicate whether CZ records exist, but doesn’t do a MARC tag count (quality/robustness/ completeness of metadata). Not certain yet how we might evaluate CZ records. It’s also possible that older records have had enough time to be upgraded/improved.

How much management is required for local records? Really weak CZ records: do we upgrade them (add subject fields)? How do we address CZ records which have much more robust CDI records?

• All: Complete Document for Gold Plan Assessment.
• Laura Fouladi will share spreadsheet with GOBI order data
• All: think about more data we can pull and present to campuses about the value of the GOBI Gold Plan, especially vs. using CZ records for ebooks

Evaluate service, metadata, ease of use (interoperability between GOBI and Alma). Identify strengths and areas in need of improvement.

• review tech specs

• customer service

• look for common denominators (themes)

CDL / Local campus Workflows - Updates?

10

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more.

4/25

• Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

• Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

• Google Drive space for recording where/how recharges are recorded

• All: see the Google Drive space on recharges - and add in if not there already.

Parking Lot for Previous Action Items

New Items

Capture important topics for future discussion

Actions from previous meetings:

Total

50/50