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I-Share Cataloging and Authority Control Team
Meeting #26 Minutes
March 10, 2009
Conference Call
Members attending: Cason Snow (NIU, Chair), Susan Braxton (UIU), Daren Callahan (SIU), Priscilla Matthews (ISU), Gayle Porter (CSU), Mary Rose (SIE),
Members absent: Cynthia Romanowski (TRT), Joan Schuitema (UIC), Pamela Thomas (ICC)
IUG liaison: Stephen Smith (UIS)
CARLI Staff attending: Casey Sutherland, Cathy Salika
Decisions:
Minutes from Feb 10 meeting approved as amended.
We will poll Spring Forum participants to determine whether online or in-person forum is preferred by that audience.
Recommended that Stephen Smith present ICAT proposal to IUG to consider a cross-team review of the current CatER guidelines, in the context of the current environment (e.g., multiple OPAC interfaces).
Assignments/Discussions:
Committee members will review Voyager upgrade testing scripts and send any suggestions for added tests to the ICAT list prior to the next meeting.
IACQ/ICAT mini-forums on Tech Services workflows:
Play by ear which note takers and moderators go to which breakouts because not clear which breakouts we’ll have. Notetakers—CARLI wants notes in electronic form.
Spring Forum
Acquisitions afternoon breakout content will be developed by IACQ at their next meeting (Friday, Mar 13).
Need panelists for Workflow followup? Joan Schuitema may be willing. Casey contactedWheaton and DePaul, which have recently undergone process of workflow changes. Wheaton offered 2 speakers (one tech one admin). IACQ membership invited to serve on the panel, no response as of yet. At mini-forums, members should keep an ear out for panelists who would be appropriate. Agreed that four panelists is ideal.
Annual report for IUG:
Report due before May 22. Record of accomplishments and future plans. Cason will work on it.
Administrative planning for next year
- Fall forum date/site planning: Committee Guidelines require at least four months advance notice for in person forum. Discussed relative advantages of in person vs. online session. Simultaneous online and in-person has been attempted and is very difficult for all involved. Online is more economical both for participants and CARLI. In-person networking opportunities are an important factor. We will discuss relative merits via email before next meeting and also poll participants at the spring forum.
- Selection of next year’s Chair.
Must have 2009-2010 Chair in place by May 22—current and incoming chair will attend the May 22 meeting. Chairs can serve one term only according to the new Committee Guidelines. Priscilla volunteered to run for Chair, and Cason will include call for nominations in email going out after the meeting.
- Other
ICAT terms expire this year for Susan Braxton, Cynthia Romanowski, Joan Schuitema, They can re-volunteer if they want to be considered to serve another term. Call for committee volunteers goes out next week; to re-volunteer, fill out the online form on CARLI website.
Follow-up on IUG upgrade scripts
IUG did not have additional suggestions for upgrade test scripts. Voyager 7.1 is the target version, but 7.0.3 may be fallback if 7.1 is not available. Casey’s scripts have been tested against 7.03 field test version, but not against the general release version yet. There has been some question as to who is responsible for the work of testing. CARLI staff do it; upgrade testing is not expected of I-Share library staff although they are free to do additional testing if they wish. In summary, the option to test by individual libraries is up to the individual libraries. One suggestion from IUG was that a training script might be more useful to I-Share libraries than a testing script. Stephen asked committee (ICAT) to go over Casey’s scripts and verify that they cover everything we need—committee members will send suggestions if they have them to the ICAT list prior to next meeting.
IUG report
IUG has developed a process for a usability testing volunteer list, which will be an annual call for usability testing to be done in volunteer’s library. Testing will be limited to systems CARLI controls, and will not include Voyager clients, just WebVoyage. CARLI staff and OPAC team will determine what needs to be tested, and post needed tests for volunteer libraries to take on. Libraries will report results back to OPAC team.
Reports forum full with waiting list.
Liaison Forum to cover Voyager upgrade and ERMS
Ad Hoc Statistics Task Force report is now up on CARLI website.
Future of the ILS: discussion of ongoing functions and functionality desired for the consortium. WorldCat Local is being tested by five I-Share libraries—with serious performance issues noted. IUG would like teams to discuss desired functions, but are also calling for a formal discussion of what librarians across the consortium want in an ILS. No specific actions assigned to teams, but teams may begin discussion of desired functionality (this is not a formalized assignment, however).
Other new business
Priscilla: Do we need to reevaluate the Cataloging of Electronic Resourcesguidelines document now that they are 5 years old and now that we have multiple OPAC interfaces? One example: appearance of the 596 in VuFind (that’s where CatER recommends general URLs not active for the institution should be placed). ICAT agreed that a review is desirable, and Stephen will take back to IUG for consensusof whether a review is needed and which team(s) should do it.
Respectfully submitted by Susan Braxton (UIU)
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