2022-05-16 Meeting notes

Attendees

@Osman Celik (UCB) -time keeper
@Lisa Spagnolo (UCD)
@Laura Fouladi (UCI)
@Susan Boone (UCSF)- note taker
@Hiroko Acker (UCSC)
@Lisa Mackinder (CDL)
@Erika Quintana (UCR), Vice Chair
@Stacy McKenna (UCLA), Chair

Not attending:

@Judy Keys (UCSD)
@Maricel Cruz (UCSB)

May 16 meeting is recorded. Link : https://drive.google.com/drive/u/1/folders/1omvoGnCgEBpgNV0H3rgJ9QesfcdPiTuL

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Welcome/Assemble	Allowing people to join from other meetings, etc.	1-2
2	Announcements	Share new general information.	5	All	Lisa M., Stacy AND Erika out Monday 5/23 (VL, Timberline)	TENTATIVE meeting Monday, May 23, if notes from the Licensing leadership meeting warrant discussion Otherwise, NEXT MEETING: Monday, June 6	Stacy will send out an email update after the Licensing leadership meeting 5/17
3	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: field name “null” inconsistencies between Alma and Primo VE displays 360-->Alma potential mapping problems for standard license terms NZ have edit button, but IZs do not See ExL Acq configuration https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/110Configuring_Acquisitions/170Managing_License_Terms		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.
4	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
5	Gold Plan with GOBI - Renewal Information		10		Assessment of GOBI OCLC Plus service 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 field count (quality/completeness of metadata). Not certain yet how we might evaluate CZ records. It’s also possible that once older records have had enough time to be improved, they are more discoverable. How much management is required for local records? Really weak CZ records: do we upgrade them (e.g. add subject fields)? How do we address CZ records which have much more robust CDI records? Q: What led campuses to implement/not implement GOBI Gold Digital plans? Erika: is it the best use of the plan when we know CZ record exists? Is it really time saving. Osmun: cost reasonable for the fully-cataloged bib records Laura: trying to use CZ records more in spite of shortcomings. Erika: CZ records have improved over time. Starting to use them more than in the past. CZ offers speed of access and the advantage of having up-to-date URLs in portfolios (platform and link changes are well mapped and managed).		All: Complete Document for Gold Plan Assessment. (google doc) @Laura Fouladi will share google spreadsheet with GOBI order data: 2022-05 UCI GOBI API 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)
6	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 SCLG supplying fiscal close deadlines. CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment		All: see the Google Drive space on recharges - and add in if not there already.
7	Parking Lot for Previous Action Items
8	New Items	Capture important topics for future discussion			No new items at this time.
9	Actions from previous meetings:	Total	50/50