2021-03-05 Meeting notes

Date

05 Mar 2021

Zoom link in Outlook Calendar invitation.

Notetaker: Marcia Barrett

Attendees

Kevin Balster UCLA (Voyager)
Marcia Barrett UC Santa Cruz (Alma/Primo)
Catherine Busselen UC Santa Barbara (co-chair) (Alma/Primo)
Ryan Finnerty UC San Diego (Millennium)
Kathleen Garvey-Clasby (Unlicensed) California Digital Library/SCP (Millennium)
Joshua Chaim Hutchinson (Unlicensed) UC Irvine (Alma/Primo)
TJ Kao UC Davis (co-chair) (Alma/Primo)
Cathleen Lu UC San Francisco (Millennium)
Eileen Pinto (Unlicensed) UC Berkeley (Millennium)
Erika Quintana UC Riverside (Alma/Primo)
Sarah Sheets UC Merced (WMS)

Not attending

Discussion items

Item	Desired Outcome	Time	Who	Notes	Discussion	Actions
Announcements	Share short pieces of need-to-know information	5 min	All	Upcoming meetings with ExL (complete list) TJ and Catherine met with Alison and Gem (CDL) to discuss NZ Data Review and Cleanup planning https://docs.google.com/document/d/1bHfcInvC2D-OcEkuSazi2mgZmdd3Q6bB1rFW6zEoOPg/edit?usp=sharing	Ex Libris did a big reveal for the Primo VE sites - See Links for Primo VE Instances (test load) Campus training sessions may conflict with ILS DC meeting time. ILS DC group will look at the two NZ reports produced by CDL – Suppressed records in the NZ and Duplicate Title Analysis in the NZ. Will other reports be needed to review NZ?
Suppress NZ record review	Understand why records are suppressed in the NZ Determine strategy for avoiding and/or post-migration cleanup	10 min	C. Busselen	https://drive.google.com/file/d/15t5ZzNZPYV9ZVRJBah9zX0oQYQ6MvlqT/view?usp=sharing	The first 769 titles are ebook packages we expect to be supppressed - these are stub records. See column U, Availability. Remaining majority are UCLA records. Fix for this is to prefix 019 field numbers with (suppressed). Voyager to Alma migration copies 019 field numbers to 035 field subfield z. Numbers in 035 fields that lack a prefix – migration will treat it as an OCLC number. Strategy - each campus will look at rows with campus availability (column U). UCSF example - RLF transfer in process Option - remove OCLC number (move to 996 field) or add a non-OCLC prefix.	Review column Q, Availability, entries for your campus and prefix any 035 field numbers or move them to a 9xx field.
NZ Duplicate Title Analysis review planning	Take initial look at Duplicate Title Analysis in the NZ Determine review process/next steps	10 min	C. Busselen	https://drive.google.com/file/d/1LVv7xJRRILxx7g9TtZKzohdNRulM17yU/view?usp=sharing	Very large file - 4xxK records! A small subset are records for physical items	Catherine Busselen will ask Jim to run the NZ Duplicate Title Analysis again omitting CKB records
Marcive and SCP	Review our prior recommendations for these decisions Begin creating guidelines for cutover	20 min	TJ Kao	Harmonization-Based Data Cleanup Tasks for Vanguard Campuses Data Cleanup Recommendations Based on Test Load Decisions, Part 2 Data Cleanup Recommendations Based on Test Load Decisions, Part 3 https://drive.google.com/file/d/171Fe6XK5vaftS4CDcqLRUsmSN_YTY6va/view?usp=sharing	See Records to Leave out of the NZ – must make certain there is no OCLC #. ILS DC can make this instruction more explicit. See Marcive records should not be loaded in the NZ. Identify and replace prefix for OCLC with (Marcive). We’re limiting Marcive NZ records to UCSD records for quality control purposes. If campuses keep Marcive records in their IZ, the records will get stale. NZ Marcive records will be kept up to date. See Data Cleanup Recommendations Based on Test Load Decisions, part 2 Some data extracts were taken from current Alma Production environments, rather than the NZ file the campus created, then were used for building the NZ. Campuses need to come up with strategies to prevent unintended records being added to the NZ. Challenge is access to edited local records before Go Live. We need a timeline for data extract	Once cutover plan is set, Alma campuses will meet with Ex Libris and Alma campuses to clarify how the NZ will be built and exactly how to mark records to omit from NZ. TJ Kao will draft a strategy for Alma campuses to exclude Marcive, SCP, etc. records
Review Day 1 post migration data cleanup document	Start organizing the document	15 min	All	https://docs.google.com/document/d/14pPaqCwoiQcdG2ZbimdjZQ8IdRhGmBz2YyHoviOUUeM/edit?usp=sharing	Catherine added headings - Day 1, Week 1, Longer Term,, and Determined by Campus. Check that Material Type is correct - importance depends on campus configuration. Are loan rules based on Material Type?	TJ Kao and Ryan Finnerty will finish moving data cleanup recommendations under the appropriate heading.
Campus report on what they have found in Test Load so far (by the record load order)	Information sharing	15 min	All