2022-08-25 Meeting notes

Record: Michelle

Announcements

Next Mtg Sept 8

5 min

Notetaker: Natalee Bell
Time Keeper: Katie Keyser
Actions: Paula Pascual

CDL-NZ

Updates

10-15 min

Sherry Lochhaas and Tamara Pilko

Group is working on a report; likely will share with E-Resources and Acquisitions when complete. Still figuring out funds/ledgers process as it relates to recharge. In the future, CDL-NZ group will also be reaching out to SD financial department. Look at inventory and doing some testing on that.

Round Robin

Collaborative learning

Generally what’s working and what’s not

Experience with UCOP survey process

Other?

20-30 min

ERES (Michelle Polchow Jason Dezember Judy Keys Katie Keyser Kevin Balster Natalee Bell Paula Pascual Sherry Lochhaas Tamara Pilko)

Sarah-UCOP question about how to add e-resource materials; Michelle sent instructions which included using the activation date time period. Michelle noticed locally that a number of resources were missing activation dates.

Natalee-Working with Analytics Coordinator for electronic reference resource count. UCSB is trying to determine best way to pull those numbers. Michelle recommended looking at UCSC folder from UCOP meeting.

Sherry-CDL will be pulling data for serials and not for e-books. CDL will have a meeting about what data points to use to pull the serials data. Sherry mentioned for stats questions to send emails to cdlstats@ucop.edu

Tamara-Gathering usage for reference resources. Mentioned about MPS and that there initially was not any data for UCSC but after a refresh that data is now there.

Jason-Has not been directly involved with UCOP. Currently, is familiarizing himself with Analytics. Tried to limit report to active portfolios for journals but was getting some e-book results too.

Katie-Is pulling numbers for electronic reference resources.

Kevin-Mostly has not been involved with UCOP stats and is focusing more cataloging and database maintenance functions.

Judy-Has not been involved with UCOP.

Carla-Pulling numbers for UCOP for electronic resources.

UCOP option to follow UCSC analytics which can be found here:
Shared Folders/Community/Reports/Institutions/UC Santa Cruz/UCOP Reports

If you want to re-watch the UCOP statistics recording where UCSC presented on their process:

recording and the slides at this link

UCSC model for collecting UCOP stats:

Alma Analtyics >> Shared Folders/Community/Reports/Institutions/UC Santa Cruz/UCOP Reports

UCSC's UCOP statistics presentation and slides: https://drive.google.com/drive/folders/1X9H2PoZQddGx2qDjW03IdG8_tLNLoSe1?usp=sharing

CDL Scholarly Stats for usage: Scholarly Stats - https://c5.mpsscholarlystats.com

Question regarding Scholarly Stats: cdlstats@ucop.edu

Request Network Zone Reports: sils-sysops@cdlib.org

Workshop

Update on coordination with Resource Management

15 min

All

Managing multiple custom e-book collections

Managing multiple custom e-book collections

issues: multiple POL on a collection; how to associate POL titles within collection.

https://calstate.atlassian.net/wiki/spaces/ULMSP/pages/806649943/E-books+and+Media (CSU)

https://www.orbiscascade.org/programs/scts/technical-services/documentation/non-serial-electronic-resources-in-alma/ (Orbis Cascade)

 Traill, Stacie (2016) Options for ebook management in Alma and Primo Central. In: ELUNA 2016 Annual Meeting, May 1-6, 2016, Oklahoma City, OK USA. Requires login.

Grant, Erin and Shadle, Steve (2019) Clarifying the Choices: E-Resource Metadata Strategies & Criteria. In: ELUNA 2019 Annual Meeting, April 29-May 3, 2019, Atlanta, GA.

Erin Grant confirmed that no colleagues are able to be a guest speaker at this time. Michelle and Tamara continue to discuss possible alternatives.

• Could have an eres sponsored presentation with guest speaker. Keep eyes open for anyone we could invite

Wrap Up

Review actions and decisions

5 min

Parking Lot

Capture important topics for future discussion:

Total

60/60