Project Owner:
Overall Status
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Meeting Notes
Project Links
Tentative 2017 Goals and Objectives
Major Milestones
Stage | Complete By | Status | |||||||||||||
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Import Profiles/Normalization Rules Task Force Formed |
Not started | | 01 Jun
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Draft Potential Scope and Policies |
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Not started | |
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List of Policies for Submission to COLD |
Not started | |
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Policy Drafts to Working Group for Comments, Feedback, and Suggestions |
Not started | |
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Final Policy Drafts |
Not started | |
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Pre-2017 Go-Live Proposals for Goals and Objectives |
Not started | |
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Continued Testing of Import Profiles |
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Not started | | ||||||||||||
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Go-Live Readiness Check |
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Project Team
Role | Name | |
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Sponsor | ||
Project Lead | Micah Jeffries (Unlicensed) | |
Team Members | Elizabeth Rallos, San Marcos (erallos@csusm.edu) Jeremy Hobbs, San Luis Obispo (jthobbs@calpoly.edu) | |
Vendor Contacts | ||
Informed / Other Stakeholders | Technical Services and Systems |
Why are we doing this?
Scope
Must Have
Should Have
Nice to Have
Out of Scope
TBD
Related Activities
To develop consortial guidelines on how records are imported and normalized in the Network Zone.
Goals
Establish policies on treatment of NZ records to prevent duplicates and protect crucial information, such as Marc 035 tag in a consortial environment.
- Determine if import profiles may delete NZ records.
- Develop normalization and merge rules that can be applied CSU-wide in import profiles.
- Designate a match method and management tags that apply CSU-wide using the NZ import profile.
- Determine how CSU libraries’ holdings will be represented in OCLC Worldcat.
- Develop system-wide naming conventions for shared import profiles/normalization rules.
2017 Objectives
- Review and finalize task force policies
- match methods
- merge methods
- management tags
- network zone normalization
- match methods
- Develop guidelines and procedures on importing vendor records without OCLC numbers
- match methods to use when records lack OCLC numbers
- how to manually handle or automatically merge matched records
- match methods to use when records lack OCLC numbers
Status Reports
Related Activities
1. List of preliminary topics being considered
2. Working/discussion document of draft policies
3. Draft of task force policies to be added to Confluence
Orbis Cascade Alliance (OCA) Technical Services documentation