Meeting Minutes for 03/23/2022
Announcements
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We got approval to start working with the NACO funnel. This means we can create authority records. They want us to try using SkyRiver, but we aren’t sure how that will work yet.
Discussion Topics
- Melissa’s Story/Melissa/George
- This was originally titled "George," but the author decided she preferred the title "Melissa's Story" (and the publisher is putting out a new edition with the title "Melissa")
- Currently the Library of Congress record has George in a 245 and Mellisa's Story in a 246.
- New editions will be under the new title.
- We've heard that the author distributed stickers with her preferred title to stick on the old books, so people might have put stickers on your books.
- At this time there is one copy on order with the new title in Marmot.
- The records we have seem to work for access and description. Nobody sees a problem right now.
- OCLC Reconciliation projects, where is everybody at?
- Jamie from CMU started the process. They wanted his records by the end of March, but he needed more time and they said that was fine. He can send his records in April.
- Tallie asks how many people are participating.
- These are the ones we know about who are participating:
- CCU
- Bemis
- Adams
- Montrose
- CMU
- Not everyone is doing this project.
- These are the ones we know about who are participating:
- Oliver from CCU says that OCLC matched a lot of older records to newer records. So the file he got back has many new records. If we overlay Sierra records there will be a lot of overlays.
- We should try to add these new OCLC numbers even if we don't update all the fields.
- If any others are interested in doing this project, you still have until May 31 to start.
- Here is Marmot's document on how to do the project: https://marmot-support.atlassian.net/l/c/aU4B2g67
- Are there more order record duplicates?
- Amy with Montrose says that she is seeing a lot of order records that are no appending on the ISBN. She loads her order records with a loader that will just attach to an existing ISBN match. She is finding many that do not.
- She is finding many OCLC duplicates.
- She says it seems more common since November.
- Lisa from MCPLD says she has been 2 or 3 weeks behind on cleaning up records, so that could be one cause.
- Lisa points out that the Marquis system will extract and reload and that could be a source of dups if people are not cleaning them up.
- Using the Marquis system requires deduping because it will take the best record it finds and overlay wherever the order record is attached. Often that will create an OCLC dup.
- Mesa has hired a new person so they should be able to get caught up on deduping.
- Lisa would like our order load profiles (K, J, and QuickClick) to match on 024 fields in addition to the 020. This would prevent duplicates on movies that often only have an 024 field. << Action Item
- Lisa says she also had an issue where different books were matching on the 001 fields. This was because the publisher was using the same 001 fields for the English and Spanish book records.
- Amy talks about finding an increased number of duplicate records in orders.
- Mary from Montrose says that we have talked in the past about the possibility of Marmot hiring a deduper again.
- Lloyd will bring it up with Brandon.
- Lisa suggests we try to find a way to help people improve their acquisition processes so fewer duplicates are created.
- Lloyd says it is hard to document acquisitions because everyone does things so differently
- We could document the acquisition processes of various libraries in the Knowledge Base. Maybe that way people could find better practices. This would be useful to help find problems with acquisitions that are leading to duplication. <<Action Item
- Reserves display problem in the classic catalog.
- Basically, the classic catalog reserves room function is ignoring scoping.
- The classic catalog has a bug where it will display bad links on reserve items. If anyone in Marmot has an item on reserve, it will show a link for everyone, even if they don't have the item on reserve.
- If you click this link, it will search for the course name from the other college in your reserve room, where you don't have that course, so you don't get a hit.
- This happens when one library has the book on reserve and another one has the same book in its regular collection.
- Lloyd has seen this at CMU, CMC, Western, and Adams.
- We should ask Brandon to see if he can figure this out. << Action Item
- Could the reserves thing be labeled.
- Lloyd wonders if reserves could be managed by VuFind and maybe we could bypass this problem.
- Maybe we could keep the reserves course and professor data in some local MARC fields, so VuFind could index them. Maybe we could create a reserves function in VuFind.
- If Brandon can't fix the catalog, we will open a ticket with III << Action Item
FOLIO Updates
- FOLIO’s primary software development company is EPAM, which is owned by immigrants from Belarus. So they have many employees in Ukraine and Belarus, including a team in Kharkiv, which is currently occupied by Russia. They have moved all their employees out of the war zone and some have been relocated out of Ukraine entirely. However, some software development will not make planned deadlines.
- Bulk Edit has been pushed back to Morning Glory
- Stanford will go live in August 2023
- ByWater is migrating the 4th library onto FOLIO
- Bugfest for Lotus is happening now, so there is not a lot of development happening
- Acquisitions SIG
- Demonstrated staff slips functionality: hold, pick, request, transit slips
- Discussion of vouchers
- Exporting fund and budget data
- Bulk edit will not make the Lotus release. It was delayed because of the war.
- INN-Reach
- Grand Valley State and MelCat will be the production tester starting in May/June.
- Other systems could implement in November/December.
- Using INN-Reach requires MARC records. It will not be compatible with FOLIO Inventory records. You have to have records in SRS.
- Metadata Management
- Call number browse will be available in Lotus
- Migration
- EBSCO’s migration tool uses item data in csv files, not in MARC records. Items can have multiple bib record numbers, this is how they will migrate boundwiths.
New Action Items
- Add 024 matching to acq load profiles
- Ask Brandon about reserves display problem
- Ask III about the reserves display problem
- Document different library's acquisitions processes
Ongoing Action Items
Action |
Responsible parties |
Investigate a load profile that would protect local cover art 856 fields, both Pika and Midwest |
Lloyd |
Investigate a load profile to set the 856 field group tag to LOCAL INFO, both Pika and Midwest |
Lloyd |
Discuss subfield |5 for 690 genre headings in Cataloging Standards document |
Lloyd |
Update Cataloging Standards document to explain the problem with call number prefixes in subfield d for the old printing system and subfield f for print templates. |
Lloyd |
Investigate Tableau tool for finding bad dedupes |
Lloyd/Brandon |
Create a new itype for a dummy item that will only allow local holds for the library that creates the record, and change load profile (J) to use the new dummy item. |
Brandon/Lloyd |
Fix load profile (J) to use new dummy item. |
Lloyd |
Fix the documentation for load profile (J) |
Lloyd/Tammy |
Create a flowchart to describe when to use which order record loader. |
Lloyd/Tammy |
Investigate using |0 field to indicate record needs to go to Marcive |
Lloyd |
Pursue joining Mountain West NACO funnel |
Lloyd |
Document ways to find music with no language in list 21 language problem list. |
Lloyd |
Develop cataloging training materials |
Tammy/Lloyd |
Develop flow chart for how to use the volume field |
Lloyd |
Investigate a new Tableau utility for finding bad volume field use |
Lloyd/Brandon |
Develop documentation for Marquis macro |
Lloyd/Tammy |
Next Duplicates Sub-committee meeting: Apr 13, 2022
Next UCC meeting: Apr 27, 2022