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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

  • New constant data available shortly

    • Autumn will help you update yours as needed

  • Try out in Test environment before we switch to Poppy

2. Reminders & updates

  • Poppy update: awaiting CSP #2 on March 8, testing period to take place after that

    • Poppy arrives mid-March????

  • Sierra order records – sometimes they’re in FOLIO, sometimes they’re not – and what to do about it

  • RDA Phase 1 webinars open to all

    • First one on March 15

  • Training on multiple holdings/items and boundwiths for next CMS (more Poppy changes)

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.

2. PCC update

  • Many catalogers attended the recent PCC Participant’s Meeting. Presentations there centered on updates around Official RDA and making the PCC more accessible for new participants and on the future of identity management.

  • RDA training modules available – we have some options to consider

    • Question (Tim): PCC has a series of webinars scheduled in March re: RDA Official Toolkit. Are we at MSU participating at this time?

    • Question (Adam): What is Tech Services' official stance on Official RDA and implementing it?

    • Question (Emily): should we charge a group re: Official RDA

    • Autumn will explore this further but welcomes any one with interest in the Phase 1 Official RDA webinars to attend.

  • EMCO & the changing nature of the cooperative cataloging universe

    • Lots of future conversations to be had around data and the PCC’s role in creating and managing it.

3. Office hours

  • Nicole & Autumn going to reserve some time each non-CMS Tuesday for your questions

  • Ensures that no matter how crazy our calendars get, we’ll always be dependably available at these times

4. Other updates

  • 758 fields in OCLC records (and other recent linked data additions you might see)

    • Okay to leave them in and ignore them at the moment

    • Question (Janet): If it’s okay to leave them in, is it okay to delete them? Autumn prefers we leave them in with the hopes that their inclusion is someday useful.

  • Autumn can now delete records that we have contributed to OCLC, if needed

    • Using World Share Record Manager, Autumn has the power to delete records in OCLC, contact her if you have this need.

  • Holdings/item locations where item is linked to another instance

    • If/when you are doing work on linked records, we need to make sure that location codes in the item match the holdings

    • Joshua: originally in the migration plan, older stuff will have a code both in the item and holding. Going forward, we have decided that the location codes go only in the holdings record

  • Trailing spaces

    • Be careful of including trailing spaces in your workstats, it can mess up our stats and/or importing function.

  • Duplicate records on import

    • When using mrc file to bring into Folio, be sure that you haven’t exported the same MARC record twice (appending multiples of the same MARC record in the same dat file).

    • Autumn manages this by opening this each time and viewing file to make sure she doesn’t have a double file. Nicole, deletes her mrc file after each import to avoid this problem.

  • Other business?

    • None

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

Meeting concluded here; remaining agenda items moved to next meeting’s agenda.

2. Autumn & Nicole office hours

  • We’re going to reserve some time each non-CMS Tuesday for your questions

  • Ensures that no matter how crazy our calendars get, we’ll always be dependably available at these times

3. Updates & reminders

  • Autumn can now delete records that we have contributed to OCLC, if needed

  • Holdings/item locations where item is linked to another instance

  • Trailing spaces

  • Duplicate records on import

  • Upcoming PCC meeting viewing

  • Other business?

CMS 2024.1.3

This was a brief off-cycle meeting immediately after the holiday break, only on Zoom.

Recording

1. New IMCO (Identity management) cooperative program

  • The PCC is planning a new program to establish URIs for entities, like NACO/SACO but for linked data

  • This is in very preliminary planning stages, but something we will be paying attention to

2. PCC meeting viewings

  • PCC’s official meetings used to be limited to in-person attendance, but this year their meetings all allow virtual attendance, and they’ve added some special sessions to their usual calendar

  • Autumn is setting up group viewings for these meetings for anyone interested; Outlook invitations will be sent with times, locations, and agendas (when that info is available)

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