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Study Group Session 105: Metadata Steering Committee presents “Welcome to the Network Zone” document & General Question and Answer

Study Group Session 105: Metadata Steering Committee presents “Welcome to the Network Zone” document & General Question and Answer

Session Notes

Metadata Steering Committee presents “Welcome to the Network Zone” document

Dijana Kladnjakovic, Humber College and Stacey Boileau, OCLS  

  • The purpose of the newly released “Welcome to the Network Zone” document is to present the benefits of the shared system and provide recommendations from a cataloguing perspective for acquisition staff.

  • Benefits of the shared system:

    • collection development: allow colleges to have the most up to date view of what has been collected across institutions to inform their decisions of whether to acquire or borrow. Copies can be specialized for your programs, the number that colleges want to have, which would be a benefit given the financial constraints faced by colleges at this time.

    • efficiency through shared cataloguing: Enables colleges with less cataloguing capacity to create a bib record with minimal required level in the NZ and then have staff from other colleges with more capacity and skill to enhance the record for all colleges and users.

    • save money: Colleges acquiring the same resources would not need to pay to purchase the bib records multiple times and minimizing duplicate records would reduce contract costs related to the number of records we have.

    • fulsome analytics and streamlined workflow across the colleges and through the acquisitions module in Alma

  • Metadata Steering considered creating a shared workflow for colleges but realized that every college has different considerations when it comes to acquisitions, so instead of a set workflow decided to provide overarching recommendations in the Welcome to the Network Zone document.

    1. Start search in the NZ: prevents duplication of record and saves cataloguer from having to deal with brief records/duplicated records etc.

      1. As colleges are transitioning to cataloguing in the NZ, we want to ensure that colleges are starting their search in the NZ as the primary source of the bib record and linking their holdings to a NZ bib record, if one exists.

      2. For colleges using Rialto, ensure Rialto is configured to use NZ as a source and display NZ holdings of other colleges, which could influence your collection development and purchasing decisions. Colleges will need to reach out to Ex Libris to make these configuration changes.

      3. Colleges using Bookwhere or Connexion integration can set their connection profiles to use the NZ so that if an NZ bib record is available, it would use that record and not source it from an external site.

      4. If a record is not available in the NZ, then use another external sources but always share the IZ record to the NZ once it meets the minimum requirement.

      5. The minimum requirement for a bib record in the NZ is enough information to distinguish your purchase from another same title (e.g. edition, publisher, publication date, format, title, creator, an identifier).

    2. consider using the Acquisitions module: allow you to streamline workflows and would be better for analytics reporting

    3. share record as soon as possible to NZ: if the record is not in the NZ and you find a record from an external source, share it as soon as possible

  • Encourage acquisition staff to take a look at the document as it might inform your own local acquisitions and cataloguing workflows

  • Welcome to the Network Zone document can be found in the Resource Management and Acquisitions section of the Page 1+ Alma & Primo VE Guide: https://clo.libguides.com/clsp-almaprimoguide/resmgmtdocs ; https://clo.libguides.com/clsp-almaprimoguide/acquisitions

PowerPoint Presentation

All Colleges Page 1+ Resource Sharing Check-In on May 27th at 11am

Liana Giovando, OCLS

  • The next All Colleges Page 1+ Resource Sharing Check-In will be on on May 27th at 11am. This will be an opportunity to gather and discuss the status and impacts of resource sharing among Ontario colleges using Alma and Primo VE. All colleges are encouraged to attend, including those outside of the networked environment and those that have not yet implemented resource sharing configurations.

  • The goals of the meeting are to see how it’s going, review the terms of use, and have a couple of discussions around decision making for resource sharing.

  • Please use this link to register for the event: https://events.teams.microsoft.com/event/b82b54a1-2769-436d-807e-0b45bc720b37@0cff09b4-305e-4c88-b291-7f9df018f4d0

    Share widely with anyone you think might like to attend.

For more information, see: https://clo-collaboration-spaces.atlassian.net/wiki/display/DFT/customcontent/list/ac%3Aquestions-answers-for-confluence%3Aquestion?ac.questions-answers-for-confluence.path=/questions/2288189466

Demo request for print resource sharing

Erin Williams, Fanshawe College

  • If someone is available to live demo print resource sharing with some of our staff next week, that would be amazing!

  • Please reach out to ewilliams@fanshawec.ca

Getting records ready from the IZ for the NZ

Dana O’Hagan, Niagara College

  • are these instructions meant to automate all of our records to organize them for us to prepare them for going into the NZ? Is that what these instructions are for?

Stacey:

  • No, this is to ensure that local information is preserved and CLO brief level, so that when you do link to the NZ you don’t lose that information. There are 3 exercises:

    • implementing the CLO brief level on your records because it will be used when you link to the NZ

    • making sure that you’ve preserved local information

    • to make sure that that the ISBN match point is as good as it can be - reduce the chance of it matching on the wrong format for the same title

  • This is more preparatory work. There will be other sets of instructions that will part of the IZ/NZ project itself, which is being piloted over the summer.

  • We will also be doing outreach to talk to colleges about their readiness and will be offering support from other colleges, the Metadata Steering Committee, or OCLS, depending on the college’s needs.

Items stuck in transit to the wrong library

Terri Duff, Fleming College

  • While doing inventory, noticed that a bunch of items from Sirsi are stuck in transit to Mian Library, under Fulfillment > Monitor Requests and Item Processes > Transit. However, there is no Main Library and Terri can’t get the video recordings to transit to Media. Items are owned by Frost Library and Terri wants them to go to Frost Library Media. When the item is scanned in, it is sent to the Main Library.

Sarah Wiebe, George Brown:

  • They had an item in transit to the main library which didn’t exists and had to go through all of the circulation desks and it turned out that that particular item type was not associated with the correct circ desk. Media might not have an association with the circ desk.

Dana:

  • Check if you have a physical location Media attached to the circulation desk by going Configuration > Select Frost > Fulfillment > Circulation Desks > select Edit from the more actions menu beside the Default Circulation Desk > Physical Locations tab

  • Adding a physical location for Media for the Frost circulation desk resolved the issue.

Danielle Emon, OCLS:

  • And then you have to set the permissions for these new locations.

Page 1+ Discussion Forum Post: AI Research Assistant Updated Perspective

Diana Borges, OCLS

  • Georgian College would like to hear from other colleges about their considerations for whether or not to enable the Research Assistant in Primo VE and what the approach/experience has been for colleges that have enabled it

  • If you’d like to respond to Nicole’s post or learn more about other colleges' approaches, please see:

https://clo-collaboration-spaces.atlassian.net/wiki/display/DFT/customcontent/list/ac%3Aquestions-answers-for-confluence%3Aquestion?ac.questions-answers-for-confluence.path=/questions/2269282352

CLO Cataloguing Program Updates

Danielle Emon, OCLS

Issues with OERs showing up in Primo VE

Dana O’Hagan, Niagara College

  • DOAB hasn’t worked in a while

  • have a ticket in with Ex Libris

Danielle:

  • there is also your collection harvest issue in there

Page 1+ Discussion Forum Post: Changes to Page 1+ Study Group

Diana Borges, OCLS

  • We’ve made some changes made to Page 1+ Study Group.

  • The meetings will still be held bi-weekly on Wednesdays at 11:00 am.We’ll still have the open Q&A sessions and will also organize special topic sessions throughout the year.

  • All staff are welcome to attend Study Group. We have created a new registration form for staff who would like to sign up for Study Group. If you already have the Study Group series in your calendar, no action is needed - you can just join as usual from the link in the MS Teams series invite.

  • We have added a new Sign-Up sheet for questions and knowledge share topics. The topics for each Study Group will be posted in advance in the new Study Group page in Confluence.

  • The next session will be on June 4th at 11:00 am -12:00 pm and it will be a presentation by Ex Libris on Introduction to Alma Cloud Apps. The invitation for June 4 is still for 30 minutes, but the meeting will be 1 hour.

  • If you have questions about Study Group, you can email helpdesk@ocls.ca.

For more information, see: https://clo-collaboration-spaces.atlassian.net/wiki/display/DFT/customcontent/list/ac%3Aquestions-answers-for-confluence%3Aquestion?ac.questions-answers-for-confluence.path=/questions/2278227988

Recording

Transcript