2020-10-23 PPC Meeting notes

UC systemwide shelf-ready proposal provided by YBP/GOBI

Review and disucss the proposal

Compile a ist of questions about the proposal - a speical meeting will be scheduled with YPB/GOBI

25

Michael Walmsley, Xiaoli

Background documents:

1. Formal Pricing Quote for the UC System

2. OCLC Plus Formal Pricing Potential for UC System Libraries

Questions for YBP:

1. Existing YBP records purchsed by campuese: can we load them into NZ regardless the outcome of the proposal?

Questions for internal discussions:

1. Is the proposal acceptable? Do we want to negociate different levels of services, for example, do we need Marc Enrichment Services (p.4) or Gold Plus

2. What share-cost model would we use if we would implement the proposal?

Proposals for Marcive

Review and discuss the summary of the proposal

20

Xiaoli and Liz

Background document: UC Marcive Proposal Summary

Questions:

1. For new records sent monthly by Marcive, do you support Option 1 (C4)?

2. For changed records sent monthly by Marcive, do you support Option 2 (D5)?

3. For backfiles, do you support Plan A (B2)?

4. Is it acceptable of having campuses exclude their legacy Marcive records from the migration since backfiles will be loaded into NZ?

Check-in / updates

Information sharing and problem-solving

25

All

Will your group be able to make all the decisions by 10/30? If not, what’s your plan o complete them and when?

AEFG: Making progress on testing, with late-in-cycle “coalescing” of decision page documentation. Priorities for 10/30 are 1) E-Resources/P2E related page; 2) CDL/NZ/IZ workflow page; 3) Shared Vendors outcome page (input leaning toward not implementing this, AEFG is deferring testing this directly due to effect on Vanguard instance). AEFG also proposing a P2E-related wider group discussion during November.

Discovery:

Fullfilment FG: Fulfillment network testing has been going pretty well. Rotas have been behaving as expected, and we’ve had successful completion of requests between the campuses. We’re ironing out kinks regarding recall dates. Will be working with Discovery sub team on their User Experience work in November.

RMFG: Wrapping up decision pages. 2 left before the October 30 cutoff and then the focus will be OCLC updates and NZ load order. Everyone has been working extremely hard and hoping that we can cancel a few meetings in December/January.

PSELG: information gathering phase for the recently posed question: Should we, as a system, use CDI to manage OA resources?

Add updates ahead of the meeting

Decisions needed

Review and approve decisions

10

Liz

Approve the following two decisions:

(Test load) Local RLF bibliographic record migration

(Test load) Bibliographic records to leave out of the NZ

PM Update

10

Xiaoli

• Available dates for special meetings:

  • Oct 26 (1 hour) - joint PPC-IC meeting on technical communication: see the email sent by Christine.

  • Oct 29 - Technical 3rd party integrations overview presentation by Ex Libris

  • Nov 2 - ICs will meet with EXL to talk about lessons learned from during the VG process. Are you interested in joining? (you could talk about things like: were enough time for testing? Is there anything we could do differently?)

• Implementation phase Ex Libris meetings upcoming:

  • Nov 5: Kickoff Full Implementation

• Migration meetings that may be of interest:

  • Nov 18 at 11-1 eResources

  • Nov 19 at 10-12 CDL IZ & NZ

  • Ask Lena if you would like her to forward the invite to either meeting.

Homework

Parking Lot

• Revisit “Lessons Learned” meeting idea in November

• January 2021: Testing continuity of service: https://docs.google.com/document/d/1A5dr_sFqBLPwuBwpqLg1mplQBwcPqwoIWrG9nwvimEg/edit

TOTAL

90/90