2015-09-10 Meeting notes

Date

Attendees

Discussion items

TimeItemWhoNotes
 Selecting a chair Luiz Mendes
 

Setting an agenda: Identifying list of topics

 

Workflows

  • Define/Rethink workflows for technical services (acquisitions, cataloging, electronic resources management) capitalizing on efficiencies and elimination of duplicate work
  • Define workflows for shared environments
  • Define workflows for authority control in a shared environment
  • Define workflows for local e-packages not currently included in the Alma knowledgebase (e.g., source of records)
  • Develop workflows for e-books when the quality and completeness of the metadata from other sources are “better” than the records in the Alma KB (e.g., impact and implications to shared cataloging, etc.)
  • Explore (ensure) integration of Alma and PeopleSoft for real-time fund management and invoice processing
  • Align coding of records (e.g., orders) to support and facilitate gathering of statistics for CSU (Analytics)

Best Practices and Procedures

  • Best practices for shared cataloging
  • Policies and procedures for populating the Network Zone (NZ)
  • Policies and procedures for editing (enhancing, replacing) records in the NZ
  • Identity CSU experts to serve as a resource in specific areas (e.g., acquisitions, etc.) and for specific tasks (e.g., maintenance of records, etc.)


Data Preparation & Migration

  • Develop a “priorities checklist” for data clean-up recommendations
  • Request from Ex Libris a list of “types of errors” which will cause records to be excluded during migration

Action items

  • Develop a “checklist of priorities” for data clean-up to assist campuses performing data clean-up (e.g., rank tasks of “Data Cleanup Recommendations” as HIGH/MEDIUM/LOW).
  • Compile list of resources.