2019-01-14 Meeting Notes

Updates

• Reconvene the NZ Management Group. Discussed and agreed with the follwoing recommendations:

(1) To assist in the resolution of multi-matches from daily OCLC record loads (task distributed among the members of the NZ Management Group);

(2) To perform a cleanup of records with no inventory in the NZ for both print and electronic. Target date: Weekend of January 26;

(3) To perform NZ record cleanup quarterly.

Resource Management Guide

Finalize Resource Management Guide. Include technical services policies and related documentation in the Guide.

Marcive Documents without Shelves

Committee discussed scope of current work for central management of Marcive “Documents without Shelves” records. CSU adopted a conservative approach: All NEW records are uploaded; UPDATE records are loaded if no matches exist (if matching record is found, it will not create portfolios). Members discussed impact of this approach (some records/PURLS are not updated in Alma; some campuses do not want Primo results to be overwhelmed by gov docs). However, Members agreed that we should reconsider and upload *all* records.

Upcoming Training

Committee is setting up trainings and presentations for the upcoming semester through the TS Open Forum.