Item

Notes

Announcements

Anything you'd want to tell us?

Primo VE Evaluation (winter/spring 2021)

Some key discoveries and issues and efforts in April: -Primo Specialists continue to configure and discuss solutions, both in Basecamp notes to Ex Libris personnel, and to each other via Slack and email.
-The Discovery group led testing efforts, and now the Chair and Vice-Chair will analyse and discuss the content. A 'straw poll' (17 Libraries responded) supported VE. -This effort brought out the breadth of personnel available for Primo Configuration/Testing, and of skill to make solutions from Norm Rules, CSS and other software tools. -Discovery's final decision is expected 28 May

ExL Customer Survey 2021

What content can you add, what issues would you want to be a part of the Resource Management discussion with ExL? Survey the document that Brandon distributed, please offer ideas for issues or content/data/use cases to add to the Resource Management response.

RM Transition June/July

-Two people (Mark, Carole) will retire from the committee.
-Brandon outlined the transition in an email.

Excluded MARC Fields

Any changes to the Draft? When the RM group accept the policy, I'll submit it to the Steering Committee for their affirmation.

Content Notes

No further action yet.
Previously…:
Julie Moore (Fresno) will investigate 'critical cataloging' in a sabbatical in 2021
Identify folk who expressed interest to form a working group, assign the group to studying the issue, identifying use cases, and build Best Practice advice.
Added 20210301: Janine shared (via email) a note from Maritime to Technical Services, offering a few examples of alerts/warnings

Retention Notes (SCELC, WEST)

Any clever ideas or thoughts?

• Standard format descriptions (for collections/titles/attributions)?
  
• Ideas that might reduce 'hits' in Primo searches?
  
  
  From February:
  A task force ("stand-up meeting") discussed the issue, Brandon opened a Salesforce case, and ExL has issued their famous response:
  "Yes, this works as expected."
  Control of fields displayed is possible and easier than control of fields indexed, when the desire is to control a Local Field to searches made only in the Library's own Instance. Controlling index of Local Fields using Library ID codes in $$5 (e.g., 01CALS_ULA or CLA), is not possible, currently.
  The CSU is welcome to make an Enhancement Request.
  Before February:
  Libraries have coded retention notes in fields that:
  
• Display in Library's own Primo Instance
  
• But are indexed in Central CSU Primo indexes
  
  Are there fields that index/display only in the Local Instance?
  Currently, there are notes for:
  
• SCELC retention decisions
  
• WEST retention decisions
  
  Can you think of any other collection decisions that have or might be encoded in bibliographic fields?
  
• Can/Would Ex Libris TURN OFF Indexing 590s at the NZ Level? No
  
• Can/Would Ex Libris encode setting Primo Display using $$5 NUC Symbol? No
  
• Which fields in the 5xx series are indexed Locally AND in the NZ/Primo?
  
  Which fields are indexed Local Instance and Displayed in the Local Instance?
  
• Analyzed Titles
  
• Notes about the condition/handling of the work (e.g., "autographed")
  
• Honor with Books (honoring donors, employees)
  
• Accompanying materials in particular location
  
• Historic "second location" notes
  
• Piece notes. Local Notes that reflect the item in hand.(note can go in Public Note in Item Record)
  
• Notes about alternate formats ("microform")
  Copies in other areas of the University.

Other Items?