March 3, 2017 (TS)
Date |
|
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Working Group | Technical Services Working Group |
Report Summary | Completed revision of policies and procedures; Identified priority areas for Task Forces: focus on completion of procedures and documentation (e.g., Loading Vendor and Brief Order Records (Acquisitions); Import Profiles for Loading Vendor Records, WCP and Shelf-Ready (Import Profiles); cataloging procedures for print and e-resources (Cataloging), etc.). See reports from Task Forces for updates. Collaborated with Discovery Group to propose solution to the display of "statement of responsibility" (245 $c) in Primo and re-ordering of the data elements in Details display; Collaborated with Cataloging and ERM Task Force to draft policy: Managing E-Collections in Alma: CZ Records vs. Vendor Records, submitted to the ULMS Implementation Team; Collaborated with Import Profiles Task Force to create "CSU Brief Level Rule" for brief record level configuration; Continue to host weekly Open Forums to disseminate information, discuss policies and procedures, and solicit input from TS Working Group. |
Description | Alma Brief Record Level Configuration (Updated and revised) |
Action Items | Schedule presentations by Task Forces for upcoming Open Forums dedicated to specific topics and updates (e.g., Authority Control; Joint TS-Systems Import Profiles; etc.) Collaborate with Import Profiles to finalize documentation on import profiles and norm rules; Continue to monitor work by Task Forces. |