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Discussion items

ItemNotes
Updates
 Policies/

Revisions to Withdrawals (Operational Policy)

  • Revised document to clarify policy vs procedure. Document to be updated to reflect current and correct procedures.
Policies & Best Practices Planned Workflow

For new Policy Discussion & Decisions

(Steps)
  • Revision of Existing Policies/Procedures (Steps)
  • Responding to request for input from other functional committees
  • Presentation to & discussion with technical services stakeholders (via email; TS Open Forum, etc.)
    • Publishing to OCLC

    • Send requests for new policy to the Committee
    • Committee drafts policy/best practices in consultation with stakeholders;
    • Discuss with any policy/best practices with stakeholders;
    • Send it to the ULMS Coordinating Committee;
    • Finalize and distribute policy.

    For revision of existing policies/procedures

    • Review and discuss requests via e-mail;
    • Present & discuss with stakeholders revisions, if any, via ULMS TS list; TS Open Forum; Slack.
    Synchronize with OCLC Setting

    Synchronize with OCLC setting at the NZ Level

    Action items

    •  

    impacts Publishing to OCLC at the local level

    • See Management Tags document
    • Set it up at the NZ level to ensure that local instances inherent setting from the NZ to Export to Worldcat.
    • Decision: Set it up at the NZ level. To be announced at TS Open Forum
    Daily OCLC Loads: New vs Update
    • Explore changing delivery of Updates to weekly instead daily.