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Date


Attendees

Discussion items

Updates

NZ Management Group

  • Group continues to check Daily OCLC Loads.

  • Group checked Marcive record load, which included file of Updates, and no problems were identified;

  • Israel and Luiz participated in a meeting with Jessica to assess e-book records updates for Safari. Decision: Weekly removal of Safari deleted records. Israel has updated the records and removed the deleted records.

Next Steps:

  • NZ Record cleanup for print with no inventory. ULMS Coordinating Committee to be notified and announcement to TS Open Forum. (Israel devised a method to assess and compare records for bound-with during the “identify” phase to ensure no impact to records in the NZ for bound-withs. Sacramento, Pomona, and Northridge volunteered to create a list of bound-with records to be used for comparison.)

  • Group decided to perform quarterly cleanup of NZ records for e-resources with no porftfolio.

CSU TS Monthly Release Testing Group

  • Group’s site includes Meeting Notes and links to documents, including Monthly Testing Results.

Resource Type Field

  • Ex Libris announced that the order of the resource type table has been updated. Per Development, due to issues with the 347 field, it is being removed effective with the April 2019 release. See Resource Type Field.

Policy Review

ULMS Policies and Best Practices

  • Forward to ACQ/ERM recommendations from Resource Management on Policies/Best Practices related to acquisitions and e-resources for further review and consideration.

  • Complete policy review

Resource Management Guide

Guide has been completed. Next step: To be posted online.

How-to Articles

To be drafted:

  • How to catalog a resource (L. Mendes)

  • How to add an item record (L. Mendes)

  • How to move an item record (Y. Zhang)

  • How to create a Course Restricted Reserves record (C. Ashley)

Analytics Training for Resource Management

Analytics Training scheduled:

  • March 28: Resource Management Statistics (Karen Schlesser)

  • April 11: LC Reports (Lauren Magnuson)

Streaming Video Records

Bibliographic records for streaming videos, Scan the environment to assess campus practices for cataloging, licensed streaming videos (i.e., quality of records; user of provider-neutral record vs. vendor record; enhancement of OCLC records). Consider how users discover and access streaming videos.

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