2023-10-26 Meeting notes

Attendees

  • @Adam Baron (notes)

  • @Marcia Barrett

  • @Catherine Busselen

  • @Shi Deng

  • @Ryan Finnerty

  • @TJ Kao , Vice Chair

  • @Yoko Kudo

  • @Cathleen Lu

  • @Latasha Means

  • @Hermine Vermeij, Chair

  • @Sarah Wallbank (Unlicensed)

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Updates/announcements (Please add in advance)

Share information

10 mins

All

Start recording!

Hermine (UCLA)

  • FYI: supposedly the Primo CJK character indexing problem will be “fixed” in the December release.

Adam (UCB)

  • Update: Other institutions have also reported problems with viewing large itemized sets. Ticket is with Development and has been changed to a High Priority.

Shi (SCP)

  • MARCIVE cleanup

    • About 300 e-resources using print version records were cleaned up.

  • GOBI records

    • Identified significant gaps in Springer records received from GOBI

    • Instead of annual reconciliations, will complete reconciliations quarterly

    • GOBI catalogers are given 30 days to catalog English titles and 45 days for non-English titles

    • Expect 2 month delay from when titles are available on Springer platform before the records are available in UC Library Search

 

@Shi Deng Notify campuses with holdings on the updated MARCIVE records
2

Review action items

Check in on action items

5 mins

All

https://uc-sils.atlassian.net/l/cp/sBLun4Ru

 

 

3

Expanded NZ Access Proposal

Decide on next steps

15 mins

Hermine

https://docs.google.com/document/d/1PAQ8RpyE2gSj9VuRdZK5Q0nYIDTndkG9h9h-ZFi2cIY/edit?usp=sharing

  • ERES and OARM-PT have made comments/additions.

Remove “Running normalization jobs on sets of records”; the current process of submitting tickets to CDL is working.

@Hermine Vermeij Finalize the Proposal for Expanded NZ Access and send to RM-CMOS, ERES, and OARM-PT Nov 1, 2023
Everyone: Review final Proposal for Expanded NZ Access Nov 9, 2023
@Hermine Vermeij Send Proposal for Expanded NZ Access to OT Nov 16, 2023
4

Local notes in NZ

Decide how to proceed to fix TOC overflow 590s

Determine if we want to enable the 590 restriction in production

15 mins

All

https://docs.google.com/spreadsheets/d/14vLqeSPXTomdJHUB1gQjzpR5RzNOrlNsXxBbqeyYIN8/edit?usp=sharing (physical items)

  • UCSC, UCSF, UCLA, UCR Local notes in NZ have been resolved; UCB has batch updated local notes where they are the only campus, but still needs to resolve local notes where other campuses also have holdings

  • UCLA & UCB have asked Casalini to stop adding 590s to their shelf-ready records.

  • UCB has asked Backstage to add 590s with $9 LOCAL in their shelf-ready records.

  • TOC continuation 590s. Investigation of example record (OCLC #47869352) that loaded after the 9/19/23 WorldCat Update: confirmation that the 590 is in the WorldCat Update file. Ticket has been filed with OCLC.

  • Sandbox configuration testing results for https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/080Configuring_Resource_Management/260Restrict_Editing_of_Metadata_Fields for 590:

    • Manually adding or editing a 590 in Alma is prohibited.

    • Adding a 590 as a local extension is fine.

    • Adding 590s through the Connexion Gateway or an import profile will let it in, but it will have a red symbol next to the field.

    • Can delete 590s in NZ records.

Ideally, we would like to get updated reports periodically (e.g., monthly)

 

@Hermine Vermeij Rerun Local notes in NZ (physical) report and send to RM-CMOS
@Hermine Vermeij Work with Gem to update configuration to restrict editing 590 fields on production (after clean up is complete)
5

November release

Mostly FYI

5 mins

All

https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2023/Alma_2023_Release_Notes?mon=202311BASE

https://knowledge.exlibrisgroup.com/Alma/Training/Release_Highlights_Videos/77_Alma_2023_Release_Highlights_Videos?mon=All

  • Linked Open Data Enrichment for SpMaBN Vocabularies

  • Authority record searches can include data in subdivisions

  • 546 to be added to Notes index

  • Itemized sets of physical and electronic titles can be created using files of MMS IDs

  • Option to append to existing Note field in the Change Physical Items job

  • Jobs can be run on physical holdings sets

  • Bibliographic rank added to CZ collections

  • Mapping tables now have titles and are searchable!

 

  • How do campuses share updates locally?

    • UCSC reviews the updates and sends out

    • UCB functional area leads meet to discuss

 

 

6

Dashboard of problems

 

 

 

  • Catherine demonstrated Alma Analytics dashboard for cataloging maintenance

    • PID Finder

    • Gift Note Errors

    • Empty Item Policy

    • Language of Cataloging Not English

    • Holdings with 852 First Indicator #

    • Ceased Serials with Recurring Renewal Orders

  • Ryan has setup widgets or has reports emailed to him

    • Nx and Ox Cutters are set each week for items that have been returned

Would be a great UC-wide RM session

  • Catherine and Ryan would be willing to present

  • Will aim for early 2024

@Shi Deng Check with Gem to she if she is using a dashboard to monitor problems
Plan for UC-wide session on problem dashboards Jan 18, 2024
7

Authority control

Start discussion (if time)

5 mins

All

Brain dump of background: Authority Control in the NZ

Next steps?

 

Everyone: Review and add any campus perspectives to Authority Control in the NZ
8

Additional discussion

 

5 mins

 

 

 

 

9

Parking Lot

 

 

 

https://docs.google.com/document/d/18_pZKpvg4KKShzyqrbwqP2p8Cf0SkC_wlfgxxGo2UzM/edit?usp=sharing

 

 

10

 

Total

/60

 

 

 

 

 

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