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CMS 2024.12.10

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

CMS 2024.11.5

Recording

RBMS controlled vocabulary – new procedure

New Teams channel & calendar in the works

  • Expanding Copycat Teams group to include all CMS

Quesnelia check-in

  • Autumn and Joshua have feedback for EBSCO about upgrades causing disruption

Holiday and leave reminders

  • Start letting Autumn know plans – not worried about coverage, just helpful to know who will be in and when

  • Use personal observance days by 12/23

CMS 2024.10.15

Notes = Emily

Recording

Change to K call number procedures

  • Not automatically sending all Ks to Business

  • Only items with bu location specified

  • All other Ks should get stamped with “Main Library”

  • Stamps on shelf outside Autumn’s door

  • Documentation has been updated

PCC feedback form

  • Submit this form with general questions, feedback, etc.

Moving to Transgender LCSH

  • Update from Lisa L. on work to update Transsexuals and related headings to Transgender people

  • Preference the term Transgender people over Transsexuals

Other business

  • 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

SPC cataloging move procedures for serials

Disassociated records update

  • Can possibly overlay DA records now

Scriptshifter tool

Other business

  • Autumn away at OLAC next week

  • BF cataloging demo at next cat lab

CMS 2024.9.17

Notes = Ruth Ann

Recording

MARC field tracking in VuFind

  • Big thanks to Tim Kiser for tackling a project related to his time on C-DAWG: spreadsheet to track how MARC fields will display in VuFind. This bridges part of the gap left from Sierra, where we could view a record in the public display in real-time while cataloging.

  • VuFind display and indexing

  • Good time for a reminder to check your cataloging in VuFind. Harvesting is happening every 30 minutes pretty reliably now.

New translation cutter number for Berber language

Unit goals for the year

  • Replace positions vacated through recent retirements.

  • Consider the e-resources cataloging question: if the library decides to work on improving access to e-resources (which many consider to be needed badly, due to lower-quality metadata supplied by vendors) this would have a major impact on our workload and procedures.

  • More directed effort toward harmful language remediation, possibly through HLR working group. It would also be useful to develop a way to track these efforts systematically.

  • Continue adapting to FOLIO releases!

  • Reconfigure some reporting lines to make Head of CMS more sustainable – so many people reporting to that position.

Unit tasks for the year

  • Folio may offer a way to streamline the workstats procedure.

  • Centralize project tracking and documentation in Confluence (clean-up work, harmful language, etc.) to make available a reliable pool of remote work.

  • Create more efficient take-home process; the spreadsheets are cumbersome. This may involve multiple Google folders: one location to post picture of the work you took home; then move the picture to another folder when the materials are back in the library. Ruth Ann mentioned an image-capture and editing program called SnagIt - SnagIt editor which can be used to add a text box to an image (i.e. your name and date items were taken home from library.)

  • MSU has a campus-wide site license for SnagIt & SnagIt editor; download through techstore.msu.edu. Ruth Ann has used it a lot and is happy to assist.

  • Regular updates for CMS on…cat stats? What Head of CMS has been up to? Yes there is interest in hearing a bit about what the head of CMS does! This morphed into a conversation about people feeling isolated sometimes, both from remote work and fewer people in TS offices when working on site. Interest expressed in adding round robin time to meetings and reviving the monthly Food Day in TS.

Other business

  • AD search update. The search committee has concluded its work – hurray! But we still don’t expect news for a couple of weeks yet. Neil makes the final call; there may be salary or other negotiations to complete; a lot of HR documentation before anything can be made public. Sit tight…

  • SPC cataloging with new temp loc and process – any questions?

CMS 2024.8.20

Notes = Autumn

Recording

Reports from ALA (late June)

  • In general, we have noted a significant decline in TS-relevant content at ALA.

    • CORE Forum may replace ALA conference as the primary information exchange for the cataloging/metadata field.

  • Update from Autumn: Tim completed his chairship of MAGIRT, an important professional body in maps collections and access. Yay Tim!

  • Emily may have updates for us at the next meeting.

Test tenant upgrade to Quesnelia

  • Not clear if upgrade was actually completed.

  • Autumn asked Joshua to confirm.

  • Watch for updates; test when you’re able.

  • Quesnelia info:

    • No trainings released yet by EBSCO.

    • Dev teams compiled major features in these slides

    • Data Import product owner Ryan Taylor also put together slides on some specific Data Import functionality coming in Quesnelia

Analytics, boundwiths, multiple holdings/items

  • Any outstanding questions?

  • None raised in official meeting; some questions addressed in lab portion (see recording).

New query tool created by Dao

  • Available here: Metadata.devel.lib.msu.edu/list

  • Searches FOLIO Inventory more powerfully than Lists, Inventory advanced search, etc.

  • Exports more granular data than Data Export to .csv, and can also generate full .mrc data files

  • If you are interested in this tool, please expore and send feedback to Dao, both concerning failed searches or desired features

AD search timeline

  • Interviews for candidates next week (8/27 and 8/29)

  • Please make adjustments to your schedule if possible so you can attend the presentations in person

Keep 9/3 meeting?

  • Email Autumn if you will be away this day.

  • Meeting will be rescheduled if a majority of our team is out.

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)

Updates to practice

  • New procedure for supplemental items in SPC materials - i.e., anything meant to be used with the piece - occludes laid-in materials (bookmark, grocery list, etc.), which we already have a procedure for (ex. Recipe cards). Something that should be included in a 300 field, truly supplemental material.

    • Include in 300 $e, or use multiple 300s, if important to break out or you have multiple supplemental items.

    • Include call number with the supplemental piece(s)

    • When in doubt, consult Head of Cataloging, Tad, or the purchasing selector.

    • Route to Tad (email) so he can work to get the piece housing (box or folder) while Preservation is swamped with the move.

  • Change re: cataloged SPC materials needing conservation attention

    • Starting in August, route these directly to the Conservation Lab instead of placing on the SPC cataloging truck - (a result of the move).

    • Autumn will follow-up with Conservation to verify where they’d like these SPC materials to go - shelf or cart.

  • New procedure for ISBNs in set records

    • We can force VuFind to grab the ISBN for the first volume we hold and display it if we put that ISBN as the first ISBN.

  • New Tigre and Tigrinya translation numbers in Confluence (thanks Mike!)

  • New URL for the Cataloging Calculator

    • Added to Confluence as well

  • Best Practices for Queer Metadata added to our General cataloging tools page (thanks Emily!)

    • Metadata for Trans and Gender Diverse Resources also added to the General cataloging tools page.

Updates from the field

Other business

  • Interim assignments update - plans to maintain interim assignment for gap we have during search for AD for Collections and Technical Services. Autumn will be communicating out as this evolves.

  • Question – anyone using the MARC authorities app to consult our authority file?

    • Joshua uses it to look up local subject headings.

  • Request from FOLIO governance group and Data Import SIG to create videos of routine work in Inventory, Data Import, etc.

    • Any volunteers? A yes from Ruth Ann and Cherish. Contact Autumn for more info or to volunteer.

  • Autumn out Friday 7/19, working remotely 7/22 - 7/26

    • Feel free to Zoom or Teams chat Autumn with questions, etc.

CMS 2024.6.18

Notes = Autumn

Recording

SPC materials during their move

  • TS will be storing and tagging SPC materials during the months of the move, since they can’t accept newly cataloged materials

    • CatMan will be creating tags and an Aeon ingest spreadsheet

  • Projected to be mid-August through October

  • This will likely impact Turfgrass Beard materials

E-resources working group

  • This group is looking at the feasibility of including MARC records for purchased e-resources in our catalog

  • In the past, we used Serials Solutions to help us automate maintenance of e-resource records in FOLIO Inventory

  • Tech Services and Public Services staff on this group

  • Report coming up in the fall, plan to share the results of our survey

  • Deliver a recommendation to the new AD

  • Outcome for this group – some e-resources cataloging may end up being absorbed into CMS workflows

  • Details aren’t settled; conversation is ongoing

AD posting & search

  • Posting has gone out, application period closes July 12

  • Autumn and Lan are on the search committee, Autumn is co-chairing with Arlene

  • CMS team members are invited to think about issues that are important for interview processes, Autumn would be glad to hear any thoughts you have by mid-July or so

Checking in on those impacted by Crane Days

  • Everybody is ok here

Where we stand with Poppy

  • 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.

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

2. Moving to Poppy

  • Prepare to use 949 strings starting Wednesday 5/22

  • Multiple holdings & items

  • Bound-withs and analytics

    • Demo video available

    • Some documentation in place, more coming

    • Some decisions about analytics still outstanding, stay tuned

  • Other features & changes to have on your radar

    • Advanced search in Inventory

    • Create MARC record in QuickMarc

    • Call number browse issue

3. General updates

  • Moving June meeting

  • New Chewa translation number (thx Ruth Ann!)

  • TFBRD / Turfgrass update

  • Reminder to prevent duplicate imports

  • Autumn in-building schedule returning to M, T, F

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

2. EBSCO Users Group highlights

  • New Serials app coming in Quesnalia

    • Mostly acquisitions-focused but lots of convenient features

  • Lists app being expanded

    • Full FOLIO database tables (i.e., all record types and fields)

    • MARC SRS records

    • Scheduler, dashboards, Panorama integration

  • BIBFRAME integration in FOLIO

    • Import linked data into Inventory

    • LC’s BIBFRAME Marva editor integration

    • MARC export of BIBFRAME data

  • Other takeaways

    • Alma library that migrated to FOLIO – appreciating fewer mouse clicks 😲

    • Lots of libraries considering FOLIO

Announcements

  • 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

2. New local class number for Native American cookbooks

  • Using TX715.9

  • Background on the project

  • Documentation coming soon

3. Reminders & updates

  • 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

  • Documentation available on Confluence.

  • 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.

2. Reminders & updates

  • 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.

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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