Item

Notes

Announcements

Anything you'd want to add to the discussion, or announcements you'd want to make to the group?

NO DEDUP

Draft – Any changes

Norm Rules – Preparing for VE Evaluation

Norm Rules in Primo and Alma – who? Does your library have different people doing Primo Norm Rules, Alma Norm Rules?

Primo VE Evaluation (winter/spring 2021)

ExL released CSU VE by mid-January. Primo administrators at each Library have begun their work. Ex Libris continues to develop the VE Implementation process, with the CSU's help.

Collections and Record Management in the NZ

A committee is discussing a policy on adding large sets of records to the NZ—e.g., HathiTrust, ICPSR. The decision-making body may be SRDC. Separately, the question arose about having/managing a set of California Depository e-format records, which in turn brings thought of other Depository sets.
I'm interested to hear your thoughts about management of such sets, if any such sets were added to the NZ.

Content Notes

No further action yet.
Previously…:
Your thoughts after the email exchanges and/or Forum remarks?
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.

Retention Notes (SCELC, WEST)

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.
Previously:
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?Can/Would Ex Libris encode setting Primo Display using $$5 NUC Symbol? 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

Other Items?