Technical Services Committee – October 27, 2022

Members Attending: Tammie Busch (co-chair) (Southern Illinois University Edwardsville), Susan Howell (co-chair) (Southern Illinois University Carbondale), Jodi Craiglow (Trinity International University), Brent Eckert (Rock Valley College), George Gottschalk (University of Illinois at Urbana-Champaign), Robin Mize (University of Illinois Springfield), Lauren Noel (Columbia College Chicago), Renata Schneider (DePaul University), Jackie Zook (Northeastern Illinois University) 

Members Absent: 

CARLI Staff Attending: Jessica Gibson, Martin Kong, Jen Masciardrelli, Ted Schwitzner 

Minute Taker: George Gottschalk 

Discussion

• TSC Best Practices document is not ready to go.
  • CARLI staff need additional time to ensure the best practices align with shared understandings and feasibility of CARLI to support. 
  • Discussion will be tabled until next meeting and reassess at that time.   
  • Committee members will continue to review.   
  • Committee members are also encouraged to review the SUNY and Orbis Cascade policy approaches. 

Announcements

• CARLI Report and Announcements (Jen & Ted) 
  • CARLI released the October newsletter 
  • 367,000 records deleted for orphan bibs in IZ 
    • Targeted records that contain URLS and records having been deleted in IZ 
  • Register for Annual meeting closes today – Nov 4 
  • Alma Release Notes – purchase order task list preview 
  • Possible future office hours discussion on task lists and work assignments 
  • Discussion of orphan bib records 
    • Possible to have a policy? 
    • Workflows vs. projects 
    • Moved to new business 
• Committee Member Announcements

Discussion

• Re-schedule November meeting –  
  • Monday, November 28 at 1:30 p.m. 
  • Jen will send updated calendar invitation 
• Confirm Schedule OCLC training  
  • Oct 26, 2:00 p.m. – 3:30 p.m. – Completed 
    • Module 1: WorldCat, MARC and client basics -- Jodi Craiglow 
    • Module 2: Basic bibliographic searching -- George Gottschalk 
  • Nov 9, 10:00 a.m. – 11:30 a.m.  
    • Module 3: Basic editing and record processing -- Renata Schneider  
    • Module 4: Save files, file management, and batch processing --Robin Mize 
    • Susan will monitor chat 
  • December 14, 10:00 a.m. to 11:30 a.m. 
    • Module 5: Automation and customization -- Tammie Busch 
    • Module 6: Editing WorldCat records -- Lauren Noel 
    • Jackie will monitor chat 
  • January 25, 2:00 p.m. – 3:30 p.m. 
    • Module 7: Advanced bibliographic searching -- Jackie Zook 
    • Module 8: Original cataloging -- Susan Howell 
    • Lauren will monitor chat 
  • February 22, 2:00 p.m. – 3:30 p.m. 
    • Module 9: Authority control -- Brent Eckert 
    • Tammie will monitor chat 
• Discussion of first event 
  • 25 people registered, so somewhat smaller group 
  • Informal, interactive 
  • People enjoyed seeing Connexion in action 
  • Split between high level of experience and newer individuals 
  • Possibly present quick overview outline at beginning of each session 
  • Volunteers for next sessions to monitor chat 
• Orphan Bibs in IZ 
  • Policy on workflows needed? 
  • Perhaps include in best practices document 

Continuing Business

• OCLC’s processes for identifying and merging duplicate records in WorldCat 
  • DAC 128333 Very bad OCLC merge example.docx (collaborators only) 
  • Challenging to address as much of this is in the hands of OCLC 
  • Best approach maybe to provide guidance on handling records issues, such as a what-if session as a program – Tech Services Q&A future  

New business

• Authority Control Resources within CARLI 
  • Is there a network, opportunities to ask questions 
  • Brent can send an inquiry to the technical services list 
• DEI discussions pursuant to ILA Conference 
  • Should CARLI have a separate committee to talk about this? 
  • For example, what to address, not just how.   
  • Considerations exist beyond technical services 
  • Leadership may need to respond to complaints or requests for clarificaiton 

Assignments for Next Meeting

• Review and comment in Box on the document CARLI Cooperative Cataloging Philosophy & Best Practices document 
• Review SUNY and Orbis Cascade policy approaches. 

Upcoming Important Dates

• Next Tech Services Q&A: Wednesday, November 9, 2:00 p.m. – 3:30 p.m. 
• Next TSC Meeting: Monday, November 28, 1:30 p.m. – 3:00 p.m. 

Meeting adjourned at 11:07 AM.