Table of Contents

CMS 2023.05.16

Reminders / announcements

Reminder about Laura Walesby's message regarding the Dean candidate search. The deadline for providing feedback on the candidates' presentations is May 17.
Announcement about the upcoming retirement of the browser-based version of Oclc Connexion. Users will only be able to use it until April 2024, and the plan is to shift to WorldShare Record Manager. Primary impacts are on staff working with serials who need to maintain Local Holdings Records (LHRs).
Notification about the merger of Catalogers Desktop into Classification Web Plus this summer. Select content will be migrated, and access will be available from August 1st. See announcement from LC.

There have been some issues with the EBSCO’s upgrade to Orchid in the test tenant, but they are being resolved.
The production tenant upgrade will occur between June 26 and 30.
Orchid release notes are available on the Folio wiki: https://wiki.folio.org/display/REL/Orchid+%28R1+2023%29+Release+Notes
Three live update sessions are available from EBSCO to see Orchid features demonstrated and have a chance to ask questions. See forwarded email from Joshua sent 5/16.
The search and browse interactions in the inventory app will be split off into separate sections.
The test tenant was shown as an example, with search and browse options separated into different tabs.
Refreshing the test data from production will happen after the production upgrade to Orchid.

With help from EBSCO, call numbers were added to holdings records in our production tenant, providing greater visibility of call numbers in the inventory app.
Around 8,000 records had multiple competing call numbers, so call numbers were not added to those holdings records. A project is being staged to address this issue.
The call numbers were added to the holdings records while still remaining in the item records.
The update doesn't have any immediate implications for discovery, it only enhances call number visibility in the backend.
Job profiles for generating call numbers were updated to include population of call numbers into holdings records as well.
It’s possible to re-engineer our approach to only include call number at holdings level and let it be inherited by the item record. There are pros and cons to this approach, and further discussion is needed at the team manager level.
For now, it's important to remember that call numbers are populated in both holdings and item records. Any changes needed in call numbers must be made in both places.
Copy numbers will generally not be recorded in the holdings records for non-serials. Our job profiles handle this. Copy numbers are embedded in the holdings record for job profiles cat 3 and cat 4 pertaining to serials, but not for monographic jobs using cat 1 and cat 2.

Questions and updates were invited from the attendees regarding their work or any important information.

A discussion ensued about the Orchid update that debuts linking of authority bib headings in bib records. The functionality was demonstrated, showing that headings can be linked to authority records in Orchid, but there were some unexpected display issues, such as extra boxes appearing.
The permissions for linking and unlinking headings were mentioned, indicating that they might not be available to all catalogers at the moment.
The need for further testing and feedback was emphasized, and attendees were encouraged to explore the test tenant and provide input on what is working and what needs improvement.
It was noted that linking functionality was not as automated as expected, and linking headings requires retyping and searching.
There was a discussion about permissions and whether linking should be part of the cataloger permission set.
Emily and Nicole provided impromptu reports on outcomes from the PCC Operations Committee meeting in Washington DC in early May.
- There was a focus on diversity, equity, and inclusion with respect to cataloging.
- Involvement and impacts on Indigenous persons in cataloging and descriptions was discussed
- The Library of Congress is hiring someone to develop relationships with Indigenous communities and work on describing Indigenous objects, places, and people accurately. This has an impact on SACO proposals in the meantime: any such proposals are on hold while LC lays the foundation for this new approach.

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