2020-11-13 Meeting Agenda

1:00-1:10

Welcome/Announcements

John Wenzler

• COLD Meeting – 11/30

• Rapido

• Follow Up on Circulation Questions

• Contract Renewal

1:10-1:45

Reports

All

Acquisitions ANGEL PICHARDO (Unlicensed)

In November’s committee meeting, we discussed Brandon’s ALMA survey concerning issues we perceive or have issue with in ALMA.  We also heard from Jessica concerning NZ ordering.  We gave the feedback to both Brandon and Jessica.

Assessment & Analytics Laura Krier (Unlicensed)

• We are working on putting together some recommendations for COLD regarding usage data reporting for ACRL this year; there are going to be some oddities because of the transition from COUNTER 4 to COUNTER 5, and some discrepancies in how ACRL is asking for this data to be reported. More details will be forthcoming.

• We started looking in-depth at the ACRL reports that were put together in Alma a few years ago to confirm that they are still working as designed, and will be sending out some information about them soon for campuses.

• We are considering another survey of campuses to find out how they are gathering usage data and of what types.

Discovery Gabriel Gardner (Unlicensed)

ERM Kate Holvoet (Unlicensed)

Reminder to campuses to give Jessica your preferences for CDI settings for NZ databases by the end of the semester. You can find the spreadsheet and instructions (on a separate tab) here: https://drive.google.com/file/d/1OOw9jKvetun1qyuHGqwgK_yMVfDo0PNv/view?usp=sharing

Confluence documentation for ordering from the NZ needs to be updated. You can now search the NZ and find local institution orders. The NZ resource ordering process with new NZ search capability documentation is being worked on by Jessica and Shaunt Hamstra from CSU East Bay will begin working out new documentation after the semester is over.

ERM and the Assessment and Analytics Committee will be starting a Task Force to determine the feasibility of conducting an overlap analysis that includes both NZ and IZ content.

Fulfillment Jamie Lamberti (Unlicensed)

• Completed the Course Reserve Interview Summary. Interviews were conducted in Fall 2019.

• Locker documentation and photos have been posted to the Locker wiki.

• Hosted a Lockers Open Forum on November 6 with members of the RSFC.

• Gathered information for the 2020 ULMS Satisfaction Survey.

•  Began working on Fulfillment Tips for the new UI.

• Posted the Cal State Walk-in User (Visiting Patrons) Configurations.

Resource Management Mark Braden (Unlicensed)

-1-Authority Control Task Force

The group worked in Spring, despite the turmoil of pandemic impacts, and offered their Final Report at the end of June. I offer it to the Steering Committee for discussion and/or action on the Task Force’s Recommendations.

 They call for an ongoing effort on Name fields identified by the Preferred Term Correction and related Authority Control reports in the CSU Alma. The members of the Task Force are all prepared to continue their work, if the proposed Authority Control work is accepted as a continuing part of ULMS operations.

The Task Force is not attempting to do everything that Alma Authority Control reports might point out—rather, the proposal focuses on Name fields, with changes made in OCLC Master Records as possible. Where a Name Authority record in LC/OCLC needs changing, the information would be fed into the CSU NACO Funnel, for possible action by a member of that group.

 These are not unusual or ‘extra’ activities—rather, they help keep Alma functional.

 One statement that Brandon has heard me say in conversations about this AC effort:

 The CSU Libraries are a very large organization/consortium, with Systemwide Collections/Resources that are just as substantial/varied/focused as R2 or even some R1 Libraries. The CSU Consortium is learning to be a Consortium Library system. We cannot do _everything_ that other large libraries do, but we can do _something_. One example of that ‘something’ is this work in a segment of Authority Control. It will offer direct benefit to the CSU Libraries (in OneSearch Discovery, not just “internal” work), and additionally serve the larger Library community, particularly those who rely on OCLC WorldCat for their metadata, and discovery systems that use the LC/OCLC Authority Files.

 -2-NZ Management Merge/Overlay Policy

The Network Zone Management Group has prepared a Policy regarding Import Profiles used by the CSU Libraries that load records into the Network Zone. As they’ve studied the records that have been loaded by CSU Libraries, they’ve recognized the need for such Profiles to use two settings:

 -Match Method: Unique OCLC Identifier

-Merge Method:  CSU Bib Overlay NZ

Requiring these settings will reduce the incidence of overlays that cause problems in Alma for the member libraries. It reinforces the fact that the Network Zone is built using OCLC WorldCat records, and any incoming records must “play nicely” and match/merge appropriately to prevent unwanted overlay (resulting in problems and confusion in operations, particularly Discovery and Resource Sharing).

Resource Sharing Natalya Magazino (Unlicensed)

21 out of 24 campuses are active with CSU+ with Long Beach having resumed most recently. Procedures for configuring the “Complete Lending Request” pop-up in the Scan In interface (from July release) are up on the wiki. The RSFC presented on how and why campuses should configure at November’s I-SPIE TV meeting. Presented at locker open forum on 11/9 demonstrating CSU+ and ILLiad workflows for the lockers. Working on ensuring recommendations for holiday closures are up to date and ensuring Unity is aware of campus closure dates.

At Large Report Nerissa Lindsey

1:45-2:00

Primo VE Update

brandon dudley (Unlicensed) Gabriel Gardner (Unlicensed)

2:00-2:15

Satisfaction Survey

brandon dudley (Unlicensed)

2:00-2:15

Adding Records to NZ

John Wenzler Mark Braden (Unlicensed) brandon dudley (Unlicensed)

1. SDSU wants to put OA records from OCLC into the NZ. 2. Sac State & COLD asked for ICPSR records to be added to NA

Questions:

• Should we have a process/policy for determining what gets added to NZ? (how do they affect discovery and potentially cost if we are charged for additional bib records)

• Who adds and manages records like this?

Time Permitting

Salesforce Review

brandon dudley (Unlicensed)

Parking Lot

Shared Cataloging