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CMS 2024.
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12.
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10
Recording
RBMS controlled vocabulary – new procedure
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Interim roles concluding
Monday 12/16
Joshua reverting to Head of CMS, Autumn reverting to Head of CopyCat
Nicole returning to Special Materials Cataloger position
Big thanks to Nicole for stepping in this year!
TS holiday gathering / Melanie meet-and-greet
Tuesday 12/17
Goodies served on the TS table throughout the day, including gluten-free options
Melanie near that area starting at 11am – stop by to say hello!
RBMS procedures recap
Brief refresher + small updates
Documentation now includes:
Correct link for searching new RBMS CV terms
Link to mapping document that crosswalks old terms to new terms
Return to normal SPC cataloging procedures
No sptmp code
Restricted status
Books on truck in hallway
Access to SPC stacks
Has been locked down, mainly due to move logistics
Leslie open to expanding access – let Autumn know if you need this for cataloging
Updated Teams channel + new projects tracker (Planner)
Using Teams to share your availability (none of which are mandatory)
Have added all calendars
3 options:
Word doc on “Files” tab
Teams status
Automatically populates from your calendar
Work location
Custom status
Copycat calendar method
Away time only
Using and muting the chat
Planner page for ad hoc projects
Also viewable in Teams
CMS 2024.11.5
No recording available for this meeting due to technical difficulties. 😞
RBMS controlled vocabulary – new procedure
Maintaining a local practice of geographical and chronological subdivisions
Documentation: https://msults.atlassian.net/wiki/spaces/TSdoc/pages/129859641/Subject+genre+terms#Subject&genreterms-RBMSCV
New Teams channel & calendar in the works
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CMS 2024.10.15
Notes = Emily
Recording
Change to K call number procedures
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Quesnalia delayed, no new timeline
Autumn away this coming Monday/Tuesday 10/21-22
CMS 2024.10.1
Notes = Tim
Recording
AD selection & timeline
Melanie, U of Akron, starting mid-December
Joshua, Autumn, & Nicole remaining in interim roles until then
Quesnelia timelines
Dry Run now available: https://urldefense.com/v3/__https:/michstate-lm-dryrun.folio.ebsco.com__;!!HXCxUKc!3xKuqWfRAB5pfn9djf2k1CIm2Us3S9eZsFUZZa7f74SiV3Shmd73gxqMJAa2_XhpGHU2ofnV8HwKKQrBoRjHKA$
Test upgrading to Quesnelia CSP #4, Thursday morning 10/4
Production moving to Quesnelia CSP #4, Tuesday morning 10/8
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CMS 2024.9.17
Notes = Ruth Ann
Recording
MARC field tracking in VuFind
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CMS 2024.8.20
Notes = Autumn
Recording
Reports from ALA (late June)
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CMS 2024.7.16
Notes = Emily
Recording
Poppy approacheth
Poppy Dry Run environment available Friday 7/19 (early morning - possibly before we arrive for work).
All testing in Dry Run should be concluded by Tuesday 7/23
If all goes well, we’ll approve and move forward with updating Production.
Service patch 6 has been added to our test environment already. Dry Run environment will have slightly more updated data - they reproduce production to create Dry Run.
Please take some time Friday-Tuesday and play around with Dry Run and let Autumn know if you encounter any issues.
Poppy installed to Production early Friday morning, 7/26 - barring an act of God.
Begin using new 949 on this day
Catalog harvests for VuFind will be paused from 7/26 - 7/29 (watch for more details from Devin Higgins and/or CDAWG)
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CMS 2024.6.18
Notes = Autumn
Recording
SPC materials during their move
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Most recent issue is with Data Import; MARC SRS record status problem that results in a disassociated record situation
This has delayed our upgrade again
We know Poppy is needed for various workflows, but the issues have been too significant to move forward
Question – how widespread is the problem?
Depends. Can be just a few records per load, but other test loads had about half of their records impacted.
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CMS 2024.5.21
Recording
1. CMS/TS updates
Interim roles for Joshua and Autumn concluding as planned in August
Technical Services AD position posting and timeline
New conception of AD position adds Collections budget/planning oversight as well as Conservation/Preservation unit
Steve’s retirement prompted reorg of collections work/reporting
Liaisons now report through collections coordinators, so much of Steve’s work has been distributed to other areas, will not be included in this AD’s portfolio
Janice Ahee retiring, last day 6/25
Congratulations Janice! Thanks for all your important contributions especially re: the Arsenal collection.
Plans for cataloging Special Collections materials during their move, timelines, etc.
Usual workflows of cataloging for SPC will be disrupted during the move (they will be unable to shelve and tag new cataloging)
Joshua, Leslie, Nicole, Autumn, Lisa E., and others working on a plan to temporarily take over storage and tagging of cataloged SPC materials
Conversation is ongoing, details will be firmed up later in the summer
This will occur between August and October
RDA Phase 1 training update
Library of Congress beginning their rolling adoption of the new RDA, so a CMS group (Tim, Nicole, Autumn, Joshua) is keeping tabs on this implementation and viewing all training materials being produced
This first set of modules is focused more on theory and less on day-to-day practice
No immediate action planned for CMS on this front; just be aware that new RDA training is being developed and our RDA group is watching these to get a sense of next steps
E-resources working group update
Some context:
In Sierra, e-resource records were loaded and continuously updated
When we migrated to FOLIO, system limitations at that time made it impossible to load e-resource records
The E-resources Working Group (EWG) is revisiting this question now that FOLIO functionality has progressed
Progress so far:
Benchmarking with other institutions, survey deployed and responses gathered
Expect to have a recommendation for EC and the new AD in the fall
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4. Other business?
CMS 2024.4.16
Recording
1. Poppy update
CSP #3 released Thursday 4/11; will need this in Test before we can upgrade Production
Timeline still uncertain
Poppy training on hold until we know more
Because of issues with Poppy, EBSCO providing MSU with a special Quesnalia testing environment
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Joshua now officially NACO coordinator for everything outside geographic and corporate body names
Series & titles not a focus, but can tackle in cases where needed
Send your questions/records his way
CMS 2024.3.19
Recording
1. Poppy update
New upgrade timeline now available
CSP #2 has been released and will be installed on Test and Dry Run week of the 18th
Dry Run testing 3/25 - 3/29
Production upgrade 4/1 - 4/5
Save the date for Poppy training, CMS meeting 4/2
Creating multiple holdings/items upon import, using multiple 9XX fields
Linking boundwiths & analytics
Running lists in Lists app
949 configuration check-in
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If manually entering any value in holdings/items:
Check for hard returns before and after
Check for spaces before and after
Review for typos
When cataloging an item from a T Loc, remember to remove the T Loc admin note and stat code from the Instance
Autumn can investigate using a Job Profile to do this, if there is interest (but will have to wait till Poppy!)
OCLC has updated the Bib Formats web page; mostly formatting changes, but FYI that it has a slightly different look
RDA webinars taking place Wednesdays at 2pm; not required, but open to anyone interested
PCC At-Large Virtual Forum – attend in person or virtually?
Autumn: temporary schedule change
CMS 2024.3.5
Recording
1. 9XX reconfiguration
947, 948, and 949 combo going away
New approach will use one single 949 for all instance, holdings, & item data
Subfield codes will be different, but format will be the same
Awaiting service patch 2 on dry run environment later this week.
Try out in test environment before we switch to Poppy
Autumn will remap the job profiles once service patch 2 is installed on our test environment
Autumn asks us to create the constant data now, so that it’s ready when we switch to Poppy.
A template is available on both the Confluence site and in Connexion’s shared constant data.
Autumn is available to help - please reach out if you have questions!
Once you create it, you can test it on the test environment on Friday.
Tim noted that call number browse isn’t working in Dry Run or Test, but they’re behaving differently. Autumn advised waiting until service patch 2 to see if the problem resolves itself.
We can submit tickets in EBSCO Connect or the FOLIO Product JIRA site.
Check in on Slack re: call number browsing issues.
We’ll also check JIRA to see if this has been reported.
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Test environment vs Dry run environment
Recent snapshot of our production database with the newest release applied. It’s slightly more current and we have temporary access when we are testing a new release.
Sierra order records – sometimes they’re in FOLIO, sometimes they’re not – and what to do about it
Orders in Sierra older than 2 years old did not come over to FOLIO (though the bibliographic record migrated).
Try searching orders app and inventory app by title to see if it comes up
Alternatively, search Sierra archive to search for Sierra order number to retrieve related Sierra bibliographic number, which can be searched in FOLIO (with a ‘.’ at the beginning).
If none is found, go ahead and bring in a new record.
RDA Phase 1 webinars open to all
First one on March 13 - Wednesdays at 2pm from March-May and will be recorded
Expect calendar invitations from Autumn
Training for next CMS on new functionality in Poppy:
Using data import to create multiple holdings and item records
Creating analytics
In-depth look at the Lists app
CMS 2024.2.20
Recording
1. Poppy update
Updating Folio Production from Orchid to Poppy is on hold at the moment.
Implementation timeline is pushed back because of issues found by MSUL staff in testing which would severely impede our workflows.
Folio Service patch #2 is in development and promised to fix a lot of the issues identified as a problem by MSUL
MSU Dry-run instance is set to be updated around first of March. MSUL staff will resume testing at that point and we should know more regarding when implementation might happen in Folio Production.
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CMS 2024.2.6
Notes: Autumn
Recording
1. Poppy update
Poppy installed in Test tenant; results of testing so far:
Lists app working well
Can run lists on a number of different item record fields, plus a limited number of instance record fields
Queries can be built with multiple lines; no “OR” option, though, only “AND”
Offers a preview of query results before running the entire list
Results can be exported to CSV, but limited to a select set of fields
No apparent limit on the number of lists that can be run/stored at any given time
Boundwiths/analytics
Function to add/delete linkages now available
Links are between one shared item record and the holdings records of the related instances
Viewing and editing these can be confusing! More training to come
Job profile 9XX configurations will be changing
New functionality to create multiple holdings/items for one instance using 9XX field mappings in Data Import
However, this means all values for one holdings/item pair must be in one single MARC field
We will be changing from the 947/948/949 configuration to just the 949 field
Autumn will be testing this thoroughly and helping everyone adjust their constant data accordingly
Possible issue with action profiles
Known issue with Poppy, where the “action profile” component of a job profile might be unlinked from all the job profiles it’s associated with
Catalogers don’t need to grasp all the details of the problem, but just know it could be a factor in when we ultimately move to Poppy
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This was a brief off-cycle meeting immediately after the holiday break, only on Zoom.
Recording
1. New IMCO (Identity management) cooperative program
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