Governance / Technical Services Committee – October 27, 2022

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 

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

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.