2018-12-10 Meeting notes

Policy Review

Topic discussed by the ULMS Coordinating Committee. Goal is to improve ULMS Policies and Best Practices and to ensure policies are updated and easy to find. Resource Management Chair suggested separating policies from best practices and/or procedures to identify those policies to be added to the ULMS Policies page. Members will review list of documents to identify policies.

Resource Management Guide

Preliminary review of the Guide has been completed. Next step: to cross-reference Guide to include links to related policies and documentation. Israel and Luiz to review Guide.

How-to Articles

Committee identified additional topics for a how-to article:

• How to transfer a POL to a different bibliographic record

• How to create a holdings record for multipart monograph

• How to add an item record

Analytics Training for Resource Management

Requests for future training in Analytics in support of resource management statistics:

• How many titles and items added by location in a month

• How many titles and items withdrawn by location

• Introduction on the use of Library of Congress Classification (LCC) in Analytics: show how to better apply LCC field of LC Classification in dimensions.

Luiz will send request to Nikki DeMoville, Chair, Assessment & Analytics Functional Committee.

Next Steps

Reconvene Authorities Task Force to revisit authority work in a consortial environment and explore the use of some of the functionality in Alma in support of authority work (e.g., Link BIB headings).

Reconvene NZ Management Group to explore next steps on managing NZ records (e.g., cleanup of records).

Schedule presentation(s) on Bibframe for 2019. Experts have been identified.