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2021-02-19 Resource Management SIG Meeting Notes

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Attendees

Discussion items

Minute taker
Jesse Lambertson

Announcements/Updates

Kristin Martin
  • RM SIG meeting cancelled for the 26th.
  • TF looking at the roadmap
    • how to best use the roadmap and to integrate with SIG work?
    • We want to have better context for our work, status of proposals, status, progress, etc
  • for the new governance model
    • there are currently nominations for community council
    • institutions can nominate 1 individual to run (includes a paragraph for justification for that nomination)
    • Discuss at the institutional level

Vendor Ref number updates (repeating and new types)

Ann-Marie Breaux (Deactivated)


OCLC Single Record Import Functionality

fi

Ann-Marie Breaux (Deactivated)
  • super cool happenings
    • if ONLY one record for placing an order against it
    • new service as of IRIS that will allow user to stay in Invoices, use a Z39.50 target, and bring in a single record
    • settings that control this are maintained in Inventory integrations (Single Record Import)
    • can use Library of Congress of OCLC to grab a record
    • there is also an ID for the external identifier type (say, LCCN or OCLC)
    • best practice use a specific target defined by the ID type (but there are an array of possibilities)
    • when enabled, you will need a OCLC # to grab the record (this is a pull from OCLC, not a push from OCLC)
    • the wicked cool  part is that one can pick OCLC from the import dropdown to bring in the record
    • from chat (Can you search with ISBN? )
    • the status of the order produced a holdings and an item
    • also, set some of the marc field protections, configured in settings
    • The step to overlay can bring in a new version of the record, or can bring in an all different record to overlay that record
    • this step will focus the overlay on the current record that is open
    • from chat (Will we be able to specify additional import profiles for the process? I'm thinking if we have a standard practice with deleting or adding certain fields would be able to do it on import rather quickmarc post-import )
    • would not include local data because it is pulling the master record (for this single import)
    • will be coming as part of IRIS

Action items

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