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2023-2024 academic year

Recording/agenda

Chat Transcript

Duration

Held the third Thursday of each month from 11am-noon, contact chennessey@calstate.edu for Zoom information. Upcoming meetings: 2024: April 18, May 30 (post-ELUNA). Summer dates TBD

March 21, 2024

Full video, or click on the links below to go to that part of the video

Announcements | An overview of problem reporting workflows and guidelines for handling shared e-resources (Kirstie Genzel & Jessica Hartwigsen/CO) | Update on Cal Gov Docs project & discussion (Marcus Jun/SFSU)

Links mentioned in the meeting: ELUNA 2024 conference page | ELUNA 2024 conference schedule | ELUNA attendees – form for interest in baseball game when at conference | Ex Libris Content Issues In Progress status page | Shared e-Resources (ECC and Opt-in) - Problem Reporting Best Practices and FAQ | Shared e-Resources (ECC and Opt-In) - Collection Development & Acquisitions Overview | Vendor support contacts | Ex Libris page on CDI Tips and Tricks | EBSCO Support: Guidelines for opening a case | Best Practices for SalesForce cases to Ex Libris and ProQuest | Cal Gov Docs in the Network Zone FAQ

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nameTS Open Forum chat transcript 032124 edited.txt

59:43

March 7, 2024

Special training from OCLC’s Valerie Chase; changing from OCLC Connexion Browser->OCLC Record Manager, with particular focus on Using OCLC Record Manager to create and maintain LHRs (local holdings records)

Full video, or click on the links below to go to that part of the video

Introduction | Intro to Record Manager, demo, and a focus on working with LHRs | Q&A | Next time

Links mentioned in the meeting: OCLC Cataloging application comparison | OCLC Cataloging Community *you have to have WorldShare credentials to use this | Work with local holdings records | Bulk actions for local holdings records | Record Manager videos

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nameCSU Metadata-Cataloging.pdf
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nameMarch 7 TS Open Forum FINAL.pptx

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nameTS Open Forum chat transcript 030724 edited.txt

1:03

February 15, 2024

Full video, or click on the links below to go to that part of the video

Introduction/agenda (Christina Hennessey/CO) | Announcements | Task force announcements | Norm rule task force recruitment and explanation | ULMS-related conferences - eCAUG & ELUNA | Recent Primo updates on roadmap | Proposal to create a Network Zone-based California GovPubs collection (Jill Strykowski/SJSU, Marcus Jun/SFSU) | Ex Libris satisfaction survey | Up next time

We did not have time in the live meeting for the Alma dashboard configuration demo/explanation so I made a short video after the meeting of that part (length - 3:23)

Links mentioned in the meeting: Jessica’s Feb 12 weekly ERM & CDI update with JSTOR update | Jessica’s weekly ERM & CDI updates - all of them |

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nameOCLC-CAT message 012524 - OCLC WorldCat Entities linked data URIs for Works will be added to WorldCat MARC records.docx
| Feb 8 Analytics Open Forum on ACRL stats | ELUNA conference page | Primo VE Become an Expert Series

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nameFeb 15 2024 TS Open Forum FINAL.pptx

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nameTS Open Forum Feb 15 2024 meeting chat edited.txt

59:18; 3:23

January 18, 2024

Full video, or click on the links below to go to that part of the video

Introduction/agenda (Christina Hennessey/CO) | Announcements | Ex Libris system down - where to check status? | Guest speakers on cataloging time tracking and statistics at the UCs: Hermine Vermeij, UCLA, Team Leader, Subject Specialist Catalogers; Music Cataloger | Elizabeth Miraglia, UC San Diego, Assistant Program Director for Metadata Services and Head of Books & Serials Metadata | Adam Baron, UC Berkeley, Head of Metadata Services | Q&A to all three presenters | Up next time (Christina Hennessey/CO)

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nameUC Cataloging Stats - CSU TS Open Forum Jan 18 2024.pptx
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nameJanuary 18 2024 TS Open Forum.pptx

From the presentation on Ex Libris system down: CSU Slack workspace | ULMS instruction page for CSU Slack | Ex Libris system status page | ULMS instruction page for subscribing to Ex Libris status updates

From the UC cataloging presentation: Harmonization of local fields | UCLA = Current practice, Cataloging statistics GitHub | UCSD = Local tool for showing cataloging statistics (use this link: https://tpot.ucsd.edu/toolbox/_files/Statistics Reporting Report--2015FINAL.xltx) | UCB = Cataloging stats documentation, Procedures, Instructions for Alma Analytics reports

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nameTS Open Forum Jan 18 2024 chat transcript.txt

70:28

December 21, 2023

Full video, or click on the links below to go to that part of the video

Introduction, Happy Holidays from the CO, agenda (Christina Hennessey/CO) | General ULMS-related updates (Christina Hennessey/CO) | Announcements | Guest speaker TJ Kao of UC Davis speaking about how UC Davis takes advantage of the functionalities WMS Record Manager offers for various campus initiatives | Updates on MARCIVE DWS ->CRDP transition, changing import profiles (Marcus Jun/SFSU) | Up next time (Christina Hennessey/CO)

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nameTJKao TS Open Forum 122123.pptx
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nameUC SILS-URIs in MARC records in the UC Network Zone.pdf
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nameDecember 21 TS Open Forum.pptx

From TJ’s presentation: Alma Info Card demo (click on author name ‘Krull, Kathleen’ on the top right to see it) | https://www.oclc.org/go/en/oclc-cataloging-application-comparison.html | OCLC’s documentation on WorldShare Record Manager | UC Davis Metadata Creation WMS Record Manager training plan (April - June 2023) | PCC document explaining the difference between $0 and $1 (p.7) [from Sept 2018 but still accurate]

There was a question during TJ’s presentation in the chat about how to get to ‘Field Help’ inside of WMS Record Manager so TJ made a short Zoom right after the meeting for us!

From Marcus' presentation: MARCIVE DWS->CRDP FAQ | List of classes data files | Instructions on making an Alma Analytic to check for duplicate records after a portfolio load  

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nameTS Open Forum Dec 21 2023 chat transcript.txt

55:49

November 16, 2023

Full video, or click on the links below to go to that part of the video

Announcements | Lending Physical Item Policies reminder (Chris Lee/CO) | Alma License Management @ CSU Fullerton (Anthony Davis, Jr.) | License update note (Jessica Hartwigsen/CO) | Update on SDSU’s Wikidata Building Project (Tyler Rogers) | Up next time (Christina Hennessey/CO)

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nameNovember 16 TS Open Forum FINAL.pptx

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nameAlma License Management slides.pptx
(this was mostly a live Alma demo by Anthony but he had a few introductory slides)

SDSU Wikidata Building Project update slides; FacilitiesLink at each CSU campus; Template for justifying access to FacilitiesLink

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nameChat Transcript 111623-edited.txt

57:20

October 19, 2023

Full video, or click on the links below to go to that part of the video

Welcome back | What is this meeting? | Announcements | New ULMS Director and what she can do for you | Upcoming ULMS events-deadlines | Wikidata Building Project, call for LDTF members | ERM changes and updates | Resource Management group | Primo VE testing team (VETT) report | NZ Mgt Group

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nameOctober 19 TS Open Forum FINAL.pptx

PPT slides for ERM section

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57:40

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