June 16, 2022, 2:00pm

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March 17, 2022, 1:00pm

Agenda/Notes

January 10, 2022, 3:00pm

Agenda / Notes

September 16, 2021, 3:00pm

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Reviewed consolidated project plan for Google and Hathitrust Discovery and Data Maintenance. This plan bring all tasks together so they can inform one another. Laura will update the project list. 

Discussed solutions for GFA.

Reviewed project list: Work to replace Inscriptio continues. Hathi work is prioritized. SAML work is on track. Work on RESHARE POD continues with schedule role out for mid-July.

Laura will add column to prject list for listing date of status update.

January 10, 2022, 3:00pm

Agenda / Notes

Amy Deschenes joined for discussion on HOLLIS Benchmark survey report.

Library is collaborating on migration of Borrow Direct back end to be in place for Fall 2022. Kara will participate on group and report back to LTS.

Amy presented new memebership refresh for fulfillment working group. The working group will focus on documentation and monthly enhancements while completing 2020 outstanding functioality such as lost reports, in-transit requesting, etc.

The project list was reviewed and updated.

September 16, 2021, 3:00pm

Agenda / Notes

Discussion focued on ExLibris Metadata Platform and opportunities to join as development partner and how it fits into other metadata sharig projects. At this time it is felt there is not the staff time available to work on a project with Exlibris, but that sharing metadata with them is in line with our open metadata policy.

June 7, 2021, 2:00pm

Agenda / Notes

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EOC discussed our role in the Alma governance structure and how we can support the Alma Working Groups wtihout being a bottleneck to their decision-making in their areas of expertise. We proposed moving to a quarterly meeting cadence and creating clearer authority for working groups to proceed on matters in their functional areas. They will report out for our awareness on a more regular basis.

• Review of priority projects (All)

We reviewed the in-process project list, including the following progress or updates:

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Maintaining Holdings in WorldCat doc:  OCLC Data Sync: Maintaining Holdings in WorldCat

Error reports doc:  OCLC Data Sync: Processing error reports from staging

This work has lead to their considering re-evaluating the timing of staff assigning Harvard holdings in WorldCat.  What once was an attempt to get early record updates through BNS by setting our holdings early in our workflows (i.e. on brief bibs, whether created by us or an existing brief vendor bib), it is now determined that it causes more problems than benefits. Our holdings are set often on the less-preferred record when the updates happen on another bib that OCLC neglects to merge with our record. Duplicates in OCLC has seemed to get worse after they moved to a different duplicate detection/resolution (DDR) process when their new Data Sync process was developed.  The group agreed that re-evaluating the workflow timing for setting holdings is warranted.  The project team will evaluate these scenarios further.

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• Anne Adam's request for a batch process to update bibs in Alma with newer versions from OCLC (Forwarded by Michelle to EOC mailing list on 3/30)

The EOC discussed a request from Anne Adams to develop an on-demand batch upgrade process for bib records using OCLC number as the match point to enhanced bibs in OCLC.  Laura expressed that LTS scripting resources to make a fully automated tool would not be available sooner than September, the EOC discussed possible simpler solutions to Anne's request, such as one involving an Import Profile that could be rolled out to trained Alma users in the community.  Michelle will reach out to Anne to learn more about the use cases she has and the level of features she envisioned in her request.

• Alma Project Requests
• Review action items from 3/1/21
  •  Michelle will schedule a meeting with Controller's (Tom B, Sarah B) office to discuss proposed strategy for leveraging Ebsco to help with serials check in.
    --NOTES:

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• Review action items from 2/1/21
  •  Amy will send decision on OCLC Registry (re HLS address) to Allison and June Rutkowski
    

    • • 1/13 update.  Amy has cleared the addresses to be used with Laura Wood.   Because Botany is highly used for Special Collections (third highest), having them being the public address is Laura's preferences. Amy will close the loop with Laura and send update to Robin's email.

      • 2/1 update. FAS had some follow up questions. Amy Van Epps will get back to Amy Boucher with their final address decision. Allison Powers will be given the green light to move forward with the reclamation.
• Review projects list

February 1, 2021 1:00 pm

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• • • 1/13 update.  Amy has cleared the addresses to be used with Laura Wood.   Because Botany is highly used for Special Collections (third highest), having them being the public address is Laura's preferences. Amy will close the loop with Laura and send update to Robin's email.
    • 2/1 update. FAS had some follow up questions. Amy Van Epps will get back to Amy Boucher with their final address decision. Alison Powers will be given the green light to move forward with the reclamation.
  •  Laura will ask Kara to update the Alma configuration to allow renewals on Hathi ETAS loaned items
  • • This is done.  But it won't really help because the items in question are likely overdue.  Extend due date doesn't work for items that are overdue.  Amy will look for examples for LTS to look into for determining if there are continued issues.
• Giving an Alma login to avendor.
  • Amy Dittman working on an alternative proposal for finding a way to allow Ebsco to assist with serials check in. Would allow for more of a remote workflow process. Laura pointed out that we'll need to run that proposal by Tom Becker to make sure that the new workflows satisfy audit requirements.
  • Tom and Sarah have also asked about the last time an audit was done for receiving processes. Direct to destination pilot was the first project  that included steps to cover the auditing needs with a new workflow.
  •  Michelle will pull together a meeting to discuss the auditing requirements with Tom Becker, Sarah Bento-Wensinger, Laura M. and Bill Walsh.
• Laura showed us the implementation of Hoopes prize papers from HUA in Alma D: Alma-D for Special Collections Access. Using the IA reader.
• Michelle asked if we should plan a meeting with Ex Libris in the future. Probably a good idea to first review our priority projects list. Hasn't been updated in a while due to all the other large scale projects this year. We will review at the next meeting.
• Laura updated the group on the university HART project for a data analytics tool from Oracle to replace Cognos. Includes Google analytics data, Alma item data, HD data. Power users have been testing it for the past few weeks. Will be adding more data over the next few months. Cognos is now off support. Eventually HART will expose all the data that used to be in Cognos. Only for reporting we cannot do via Alma Analytics.

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• • • 1/13 update.  Amy has cleared the addresses to be used with Laura Wood.   Because Botany is highly used for Special Collections (third highest), having them being the public address is Laura's preferences. Amy will close the loop with Laura and send update to Robin's email.

  •  Laura will ask Kara to update the Alma configuration to allow renewals on Hathi ETAS loaned items
  • • This is done.  But it won't really help because the items in question are likely overdue.  Extend due date doesn't work for items that are overdue.  Amy will look for examples for LTS to look into for determining if there are continued issues.
• Batch Update Reminder.  How can we best remind folks who can run batch jobs about best practices for both testing and submitting jobs, but also for post job review of data to confirm the job worked as expected?
  • Jobs & Batch Processes - list of things to do
• Analytics & Reporting.  Laura summarized status of HART.  Roll out in process, login process to be designed.  Alma Item data in the system is available, bibs and holdings are in process.  Claire would like to explore ways to extend knowledge and comfort to more users to be report consumers/authors.  This will be an ongoing conversation.

Notes - See also public notes

December 7, 2020 2:00 pm

• Review of past action items
  •  Action items from 4/6/20
    
    •  Amy will send decision on OCLC Registry (re HLS address) to Allison and Karen
      Discussion Notes:
      While Amy was unable to join us for the December meeting, those in attendance discussed the background correspondence from Robin Wendler below.  The group agreed that given our past practice of not embracing brevity in our naming OCLC symbols, that we could simply concatenate the names associated with the two symbols being consolidated, and call it: "Ernst Mayr Library of Comparative Zoology & Botany Libraries" for maximum clarity.  We agreed that the address for MCZ would be most appropriate to use, since of the two libraries, MCZ will likely be more active with Resource Sharing.
• Status discussion regarding reimplementation of OCLC Bib Notification Service (BNS)
  Michelle inquired about the possible timeline for resuscitating BNS, knowing that LTS resources are scarce for projects.  Laura expressed that ReCAP and BD Shared Index projects are active projects that would take prescidence. The latter project does not have a hard timeline yet, so an estimate to completion is difficult to determine.

  The group discussed pre-work to the BNS project that might be done by others outside LTS. That could include analysis of the current OCLC service and developing a greater understanding of what would need to be added to protect our records more than previously. (To avoid such debacles as the "Winnie the Pooh" etc. incident)

  The OCLC service is now called WorldShare Record Manager and is a completely new architecture than the former BNS service, so it would be a whole new service implementation, even though some of the shared rationale and background work with the HL community that the prior BNS Working Group did would still have value.  Scott suggested that we should look at what peers are doing with OCLC and Alma, including what Penn is doing and what Minn is (Laura will inquire with Betsy at Minn before she retires at the end of the month).  We will revisit topic in new year when we review project list.

• Hathi Trust ETAS - renewals policy.  Is there anything we can do to renew items that were checked out at the time of shut down? We are not assessing fines so there is no financial impact but the overdue notices are stressful for users. Could alter the text of the notices to let people know that if their items are in ETAS they will not be able to renew them. Big push for the Sept. 10 due date is now done.”
  Discussion Notes:
  The group discussed how we can facilitate renewal of HathiTrust titles that have been prevented from renewal at this time. We decided to could turn off the "do not renew" flag for ETAS.
  

November 2, 2020 11:00 am

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We spent the remainder of the meeting reviewing the "Requests To Be Prioritized by the Alma Executive Committee" section of the Project List.  We updated a few entries with newer information. LTS currently has no capacity to take on any additional projects, so EOC did not prioritize any new projects. Suzanne suggested that we make note of any projects that will help BD and ReCAP shared functionality and so that those can be first up when there is capacity.

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We spent the remainder of the meeting reviewing the Project List

At our next EOC meeting, we will review the  'Requests To Be Prioritized by the Alma Executive Committee' list.

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