TSTM notes 2018-2019

08-29-18 (AGENDA)

Present: Joshua, Don, Autumn, Dao, Kay, Ranti, Lisa S., Lee, Lisa R., Brooke, Don T.

Regrets:

Agenda

Review minutes from August 15, 2018 (Below this agenda)
Last look at 2018/2019 Technical Services G & O's https://docs.google.com/document/d/1QlvpKLUH6J5OffeP8zs3isF2nLtrRRcMwUKqxUPbM2A/edit
Sierra Permissions Document https://docs.google.com/document/d/1KDOBD_DCOE3qXdTqHJmglsQsnYtsqHVbzycWgUcZUBk/edit?usp=sharing
Any issues for this Friday's football game from your area?
TS Manager's time slot for this semester

Action items

Action 1
Action 2
Action 3

Decisions

Decision 1
Decision 2
Decision 3

08-15-18 (DRAFT)

Present: Kay, Joshua, Don, Autumn,, Ranti, Lisa S., Lee

Regrets: Dao, Lisa R.

Agenda

TS Goals & Objectives update
- reviewed G/Os from past year and made updates
- 2017-18 document: https://lib.msu.edu/techservices/goals-objectives/
- 2018-19 draft document: https://docs.google.com/document/d/1QlvpKLUH6J5OffeP8zs3isF2nLtrRRcMwUKqxUPbM2A/edit
"Peter Berg" in our procedures
- identified pages requiring updates; will contact Pat Olson to confirm/review
TS retirees in our procedures
- identified pages requiring updates; various managers will make revisions as needed
More thoughts about draft minutes on Confluence
- draft notes should only be visible to TSTM members until finalized
- how to accomplish? keeping new notes in unpublished draft of notes page probably the best approach

Round robin

Kay
- availability update
- will be meeting with John Straw soon from Ex Libris
Joshua
- reindexing testing done; several issues identified that Innovate will need to address
  - 490 still not indexing in title or series as planned
  - Lucas discovered that portions of $0 and $1 URI character strings are searchable in the keyword (i.e., search for "authorities" gets lots of hits)
Don
- project to update records for materials in Remote to circulate for 6 months instead of shorter loan periods
  - mostly applies to serials records, since usually those only circulate for 21 days
  - about 300k records

Action items

Autumn – create separate drop-down for TS GOs on Drupal page & post finalized 18-19 GOs when prepared
Various managers – edit Confluence procedures to replace names of retirees

Decisions

We are ok with Confluence spaces being indexed and publicly searchable (following up from 7.25.18).
Draft notes will remain unpublished until reviewed by the group.

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7-25-18

Present: Joshua, Don, Autumn, Dao, Ranti, Lisa S., Lee, Lisa R.

Regrets: Kay

Agenda

Access to test server almost restored
- Will require two separate Sierra icons on each individual machine
- Will need to decide which staff need access and request Systems help for installations
  - catalogers need access to resolve overlay errors
  - team managers
  - Lyudmila, Kim W., Lisa E., Anne E.
- Off-campus access will require VPN
- Dao working to ensure IT populates test with old catalog data
  - we know we need data back to at least June 2016 so Acq. can complete check-in card error resolution project
  - after that is complete, we can revisit question of appropriate time window for test server data
Search engine indexing of TSTM Confluence space

group has no huge concerns about TSTM notes being indexed
will take back to Kay for decision

Round robin
- Joshua
  - testing of re-indexed database underway
  - report expected in a few weeks
- Don
  - new workflow to process cataloged but unprocessed Rovi items and retain packaging
- Lisa S.
  - Huei’s replacement starting Aug 20
- Dao
  - updated us on schedule
- Ranti
  - Upcoming project with Heidi and Anne Swan looking at documenting accessibility in our e-resources management for e-resource records and databases
  - Working with Jonah to purchase games and books about games for CAL, desired for teaching/research; how should these enter cataloging/processing workflow, what circulation approach will be taken, and what procedures do we need to write up?
- Autumn
  - reminder: less availability coming up
  - Backstage project for Chinese/Arabic books underway
  - fleshing out Confluence documentation
- Lisa R
  - struggling to keep up with all the authority work since Sue's position is vacant at the moment. Having to rely on the automated processing, even though those programs are known to work imperfectly and incompletely.
  - working on the creation of local authority data for Rovi names, as a contribution to the OCLC Project Passage. But this work also suggests the possibility of creating local name authority records for Rovi band & musician names.
- Lee S.
  - wrapping up final steps of fiscal close
  - schedule updates

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TS Council 7-11-2018

Present: Joshua, Tad, Autumn, Dao, Kay, Ranti, Tim, Lucas, Emily, Nicole, Lee

Regrets: Don, Lisa S., Lisa R.

Agenda

Update on uniform time reporting idea
- white boards not an option because of marker dust on fabric
- other things to consider
  - paper notepads, pins
  - doors for cubicles would allow mounting whiteboards
Confluence location for TS minutes (Autumn)
- switching to maintaining TSTM notes in Confluence
- keeping space publicly viewable for lib staff, but not posting link to space anywhere except intranet
- check on web crawling!
Feedback Kay can share with incoming director Joe Salem
- for instance, Kay assumes we’d like to maintain current profession development funding levels
- anything else?
  - maintain 7a-7p working hrs
  - prox card entry to TS instead of keys?
  - dearth of language expertise in cataloging across the field, possibility of hiring someone with advanced degrees but no MLIS
  - would like to retain “Technical Services” name
  - commitment to cataloging at full levels and national cooperative cataloging
  - commitment to continued authority control and identity management
  - Kay would like a hosted ILS
  - keep thinking, send other thoughts Kay’s way
Interesting thoughts from ALA
- Tad (RBMS preconference)
  - helped lead discussion group for newer professionals seeking full time work
  - learned a lot about other institutions’ projects, especially around underrepresented groups and collections
    - Smith College — $5000 a year set aside, let class groups propose purchase of certain materials
  - Emily
    - RDA Forum
      - numbering issue still controversial
      - spring 2019 as potential launch
    - did a lot w ALCTS, upcoming realignment discussion and survey results
      - working groups looking at budget/finance and communication/planning
      - report planned for Midwinter
      - discussions about possible LITA/ALCTS forum instead of Midwinter
  - Ranti
    - LITA perspective on realignment
      - some discussions about the differences between LITA’s flat structure as opposed to ALCTS’ sections and committees at different levels
    - session on presenting digital collections
      - noticing other institutions have metadata folks really enmeshed within traditional cataloging units instead of highly separate roles and units like we do
  - Tim
    - whenever beta Toolkit is launched, groups like PCC will have to decide on individual basis when/how to adopt (and also will need to tackle revision of policy statements)
    - preconference on proposing new LC classification numbers
      - some questions about success of proposals if related only to retrospective projects?
  - Lucas
    - heard suggestion for returning Midwinter to business meetings only, no programming
    - MARC Advisory Committee meeting; passed two proposals related to accessibility
      - 041 for AV materials; also 341 and 342
      - PCC discussion about use of $2 in 1XX and 7XX to indicate source of identifier (would aid with reconciliation)
      - British Lib opposed because identity management shouldn’t make use of preferred strings
    - LC presentation on non-Latin scripts in BF descriptions
    - U of Fla used vendor to apply JSTOR subject vocabs to resources via machine learning processes
    - U of Fla including articles by their own faculty from open access journals in institutional repository—getting metadata from Elsevier; accepted manuscripts next on the list
    - AI lab by U of Rhode Island
      - lab set up with College of Engineering; AI being used for abstracting and indexing, feature detection and content extraction
  - Dao
    - heard Innovative is investing $25m in software development
    - lots of discussion about data privacy, security, with some discussion about the impact of GDPR
    - increased usage of KBART in knowledge bases
    - Syndetic Solutions purchased by ProQuest, new enhancements added to product as Syndetics Unbound
  - Joshua
    - cataloging lab by Violet Fox
      - tackling changes to LCSH in a collective way
      - BTAA thinking about collective proposals also
    - trying to resolve issue with OCLC WCP sending us minimal records, but with call numbers pulled from more desirable full level records
  - Lee
    - BTAA trying to resolve issue of rising costs with Kanopy’s PDA service; meeting some resistance from their executive leadership, who doesn’t want to work with consortiums
    - three libraries preparing to go live with Folio
    - updates coming to issn.org
  - Kay
    - presentation on implementing meditation rooms (something we’re thinking about here)
      - challenges with naming them!
      - location of restrooms a factor (washing feet)
      - Duke has two rooms — one for prayer/reflection, one for wellbeing (stuff like yoga, etc)
Re-indexing done. Time to check results.
- Joshua suggests taking spreadsheet and divvying up among TSTM to test

Action items

Autumn – check on web crawling of Confluence TSTM space

Decisions

The new Confluence space for meeting notes looks good; we will use it going forward
Instead of emailing drafts of minutes to other attendees and asking for edits, notes will instead be reviewed and approved at the beginning of each meeting

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