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Attendees

  • Jo Anne Newyear-Ramirez, UC Berkeley

  • Xiaoli Li, UC Davis

  • John Philip Renaud, UC Irvine

  • John Riemer, UCLA

  • Jim Dooley, UC Merced

  • Tiffany Moxham, UC Riverside

  • Roxanne Peck, UC San Diego (note taker)

  • Haley Mcewan, UC San Francisco

  • Lidia Uziel, UC Santa Barbara

  • Sarah Lindsey, UC Santa Cruz

  • Holly Eggleston, California Digital Library

Not attending

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Update and checking

Discuss questions and upcoming milestones

15 mins

All

Update from UCSD

Feedback/Comments from campuses on usefulness of ExL training sessions?

Vanguard environment will be released on Sept 4.

In order to facilitate configuration, testing and support for the systemwide ILS, staff from one UC campus may have logins to another UC campus' Alma environment as well as the Network Zone. Staff may also be assigned roles that grant access to confidential information or data that is restricted by statute, regulation, or institutional policy. As a result, the SILS Working Group is requiring everyone who will be given an Alma account to read and submit the Data Security form acknowledging their compliance with FERPA requirements before that account is given.

At what point in the Vanguard timeline will testing of Analytics occur? That could inform decisions about what data got migrated to NZ/IZ. (Can it be reported on, as desired? If not, is there a better & different way to migrate the data?)

Speaking of Marcive records, below, are there plans to load a single copy of 1 month of Documents Without Shelves records to the NZ, so that we can can compare the results with the legacy DWS records that got deduped from 9 campus copies?

 

2

Marcive records

Discuss what we want to do with Marcive records starting July 2021 and make decisions

Decide if UC wants to have a base file from Marcive which includes all records Marcive has distributed so far. The benefit of having this file is to eliminate the need for each campus to manage its own legacy Marcive records.

20 mins

All

Review survey results

Review this presentation: MARCIVE Services for ExLibris Libraries : Consortium or Standalone:

Resource Management Functional Group has agreed to test workflow in vanguard environment. Do we want the group to put together a decision page or should we just be providing feedback so we can create a decision page ourselves?

3

YBP records

Discuss what we want to do with YBP records starting July 2021

20 mins

All

Review the meeting notes

Review the OCLC Plus UC system services

Resource Management Functional Group and Acquisitions/E-resources Functional Group have agreed to test shelf-ready workflow in vanguard environment. Do we want the groups to put together a decision page or should we just be providing feedback so we can create a decision page ourselves?

4

Homework

5

Parking lot

6

Total

60

Future agenda items

meeting-notes

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