Review of 3/18/05 HOTS Conference Call

Shared Print Records – Guest Nancy Kushigian

Pat had sent a request (2/3/05) to discuss again the desirability of distributing records for shared print to local campuses. Nancy noted that Pat’s email referred to shared monographs and Nancy’s experience with handling JSTOR cataloging

showed that no one policy can cover all cases. It was decided that Pat’s issue was to be left open for future discussion and the JSTOR problem (which needed resolution soon) was to be discussed specifically though there was reluctance to treat all projects differently as opposed to determining overarching principles.

Nancy has been in discussion with SCP on methods to have the UC/JSTOR project recognized nationally in local catalogs and Melvyl. Nancy proposed adding "UC Libraries Collection" in T793 and more detailed statement for JSTOR. 3 options were discussed:

General statement that JSTOR print holdings are held at SRLF
Statement of accurate, detailed holdings in record
Add additional title hook in T793 for print JSTOR collection (another 793 for online)

Members asked who we were to do this for? Nancy noted that we have contractual obligation with JSTOR. And how important are exact holdings in the display? This requires a PS answer. Paul stressed that HOPS should determine this. Nancy is in discussion with CDC and HOPS. HOTS needs to decide how to make it happen. Alternatives to public display of a note such as location codes were discussed. It is clear that we need a way of gathering like collections together. Sara pointed out that access and display do not need to be tied together. Nancy pointed out that she needs to be able to identify the JSTOR shared print collections online within one month. Nancy informed the group that specific JSTOR holdings will be compiled on a separate website. The RLFs do need access to this specificity but who else does? The records for RLFs can go to Melvyl and this can be the place to access holdings rather than local campuses catalogs. How best to link to this online site to access the specific holdings – in the 793? or 856? It was decided to add a 793 field for the JSTOR project in addition to having a JSTOR location code. The SRLF record could then be loaded to Melvyl to provide access to holdings but not loaded into local catalogs. Possibility of adding the 793 info to SCP records at a later time.

Specific ownership could be documented in the item records – this info. is not needed in public view but is available for SRLF holdings through a separate web-based tool that can be searched using UCLA’s Voyager record id number. URL for this tool: http://unitproj.library.ucla.edu/lis/voyager/srlf/srlf.cfm
The group is to send comments on Appendices F and G to Nancy within the next month.

Shared bibliographic services discussion w/SOPAG.

HOTS members who were in attendance commented on the 2/25 SOPAG meeting (ie Dooley, Kiehl, Riemer, Declerck) It was an interesting- though – structured meeting. The minutes from that meeting are now available and explain the discussion. The chair of SOPAG is to draft a charge for a TF.

Recharge feedback

Most campuses think the present system works fine and that handling 50-60 invoices per year is not a workload issue.

Jim had obtained agreement from Tony Harvell to send one large recharge to UCM at beginning of the year and follow up later with 1 supplemental invoice. This suits Merced which is short of processing staff. Some noted that there would be corrections needed to individual records later if an early invoice was utilized.

Outcome of this investigation is that campuses have an option to continue as is or request one large and one supplemental invoice.

Merging algorithm for non books

Patty noted that there is a format issue that creates bad merging – particularly related to maps. Books and serials have different weights but can merge ( but only with each other) This is not the case with music and maps formats. Patti will get some more examples for local experts to review the algorithm and results. Sara pointed out that there might be coding problems – this too will be analyzed. It was decided that we would discuss this item at our April meeting once our local experts had a chance to study the problems give us their input.

Patti also requested that she have final numbers (for planning purposes) for the April meeting by April 11^th

SCP Road Show

It was agreed that the campuses wanted CDL Acquisitions staff to participate in the road-show.
Linda reported that there were some concerns at UCSD/Bev French/SOPAG that local campuses welcomed the SCP road-show. HOTS members at each campus will obtain approval from their UL and will extend a formal invitation to the SCP and CDL Acquisitions people.