2021-06-18 ERM Meeting notes

Choose a new Vice Chair for 2021/2022

•  Vice Chair - Austin Lenzen

List of continuing issues for the next committee

•  CDI is an ongoing issue and will likely dominate ERM discussions in the upcoming year

• Migration to Primo VE will bring up new issues, possibly with the differences between how Primo and PrimoVE combine multiple versions of the same records

  • PCI to CDI - A comparison of FRBR grouping and Match and Merge
    https://knowledge.exlibrisgroup.com/Primo/Community_Knowledge/PCI_to_CDI_-_A_comparison_of_FRBR_grouping_and_Match_and_Merge

  • PrimoVE also replaces the PNX record with the CTO - this will be a different way to troubleshoot access issues.

    • append a record URL with “&displayCTO=true” sans quotation marks at the end of the URL

• The joint task for with the Assessment and Analytics Committee for NZ/IZ overlap analysis was proposed but never really got off the ground. It is still an issue that would be good to investigate.

• Updating ULMS ERM documentation (contact lists, best practices, tips and tricks) ongoing

• Explore the SDLC opt-in ordering coded memo tool (wasn’t yet available when we last checked in) - but new overlap analysis coming out at the end of the year so more waiting

What we accomplished this year

• Extensive committee training for managing CDI, and sharing out our evolving understanding of CDI in the Technical Services Forum

• Polling the members and communicating ERM issues to Ex Libris, including intensive feedback for our Top 3 ERM issues:

  • Metadata errors in CDI (and the CZ)

  • Community Zone Updates and records are causing extra work for ERM and Cataloging Staff

  • CDI Updates/Indexing is taking too long

• CDI testing in PrimoVE

• ERM documentation updates (editing existing documentation, new NZ ording instructions)