2022-06-06 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

Erika and Stacy out 6/13

ACQ Work Plan - License Terms

10

All

License terms display sessions was held 6/3/2022, and recordings are found here on the SILS Drive. Recommended all campuses turn display on ASAP, and offered recommendations on which fields to turn on locally. CDL field names are exported from 360 so do not match most campuses (except UCLA which also exported from 360)

New Decisions page at Licensing Terms for Display in Primo (of great interest to the Resource Sharing OST crew).

See ExL Acq configuration https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/110Configuring_Acquisitions/170Managing_License_Terms

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 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)

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.

Parking Lot for Previous Action Items

New Items

Capture important topics for future discussion

No new items at this time.

Actions from previous meetings:

Total

50/50