Deliverable | Effort/ Dependency | Priority | Due Date | Status | Related Links | Notes |
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Implement the E-Resources/Acquisitions/Centrally Managed Licenses for Network Zone architecture
Resource: Alma Collaborative Networks
CDL initiative
| Status | ||||
|---|---|---|---|---|
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[SOT-CDL Capacity]
| Status | ||||
|---|---|---|---|---|
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CSU Model - Shared Electronic Resources Procedures and Best Practices
930/973 fields |
N/A
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| These fields are used by CDL and campuses to pull together e-resource packages. There is a need to evaluate how effective these are and whether Alma has a better alternative, including relying on on e-resource Collection Names instead |
Multi-series electronic collection level records [CDL request]
[SOT-CDL Capacity]
| Status | ||||
|---|---|---|---|---|
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CSU - Descriptive and Collection Level Records in NZ
NZ e-collection level record/ workflow to be worked out/ SCP advisory committee – Decision Page draft by Kevin 3/17/2022 start.
Sharing of E-resource Licensing Information across UC [Phase 4 delegated] |
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Create a shared storage space where the entire license documents for UC Tier 1-3 e-resource licenses can reside, so that we can compare terms obtained previously within the system. It would be of additional benefit to be sharing information about license negotiations that have failed and reasons why. | ||||||||||||||||
Licensing - terms visibility for ILL, etc. |
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| starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices |
Shared decisions around the CZ[Phase 4 delegated]
NZ
N/A
Determine when we can make shared decisions for specific collections and/or use cases with regard to the CZ
Example from another consortia:
Closely tied to NZ/IZ de-duplication/reconciliation work. A wide range of local practices would lead to duplication of records (for any given title, some campuses might accept a CZ records while other would choose to import from OCLC, or a vendor, etc.). What level of duplication would be allowed?
Also, often not clear ahead of time whether CZ metadata is acceptable, so has impact on Acq-to-Cat workflow. If Acq chooses CZ record and Cat decides to use NZ record, it leaves a “ghost” CZ bib in the NZ (example - MMS ID: 9917241870306531)
Perpetual rights and entitlement tracking in Alma (campus/IZ) |
NZ
CZ harmonization
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workflow/policy/practice page
Steering Committee Contact: Sarah Sheetsneed clarification on who is responsible/can work in NZ - only CDL? Largely e-res management
Feb 2023 Survey comment:
(RE: Additional process work on NZ/IZ deduplication) I think the best course of action is to create a policy/practice page that documents how activating a resource in both the NZ and IZ interacts - specifically that IZ coverage trumps NZ coverage in Primo display if it is the same portfolio in the same CZ collection. Document awareness around this issue more than performing any deduplication work at this time. ALSO, a page about how to use Analytics to reduce any local eDDA records in the IZ that are already owned in the NZ - ask Lisa Wong for this report (RE: Confirm approach to scoping of IP ranges for discovery outcomes) I think this can be safely delegated to Discovery.
| Perpetual rights and entitlement tracking in Alma DRAFT Best Practice for activating a CZ portfolio in both NZ and IZ | Contact: Michelle Polchow and Tamara Pilko
NASIG Digital Preservation Webinar: Integrating Preservation into Librarian Workflows | |||||
Perpetual rights and entitlement tracking in Alma (CDL/NZ) |
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waiting on input from CDL for what they need campuses to adhere to
CDL/Campus E-Resources Workflow/Record Structure - AEFG Handoff Document
CSU ACQ ERM Workflow (local) visual model
Reporting/analytics - define desired statewide reports
[Phase 4 re-delegated from ACQ]
UCOP Statistics Task Force
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CRKN consortia perpetual access tracking project - tool forthcoming | ||||||||||||
Local E-resources practices chat/clearing house | campus interest |
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need input from stakeholders (Operations Team?) on what kinds of reports are needed so we can see if current data entry is providing needed connections for effective reports
Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4)
CSU Helpful Alma Repository Searche Queries
Reporting/analytics - System review/improvement processes - show and tell?
[Phase 4 re-delegated from ACQ]
NZ
Contact: Jeremy Whitt SILS Community Slack - #acquisitions-and-e-resources | ||||||||||||||||
ExLibris/CRL support |
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Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4)
Reporting/Analytics - Shared Vendors vs harmonized vendor codes for consortia-level spending reporting
[Phase 4 re-delegated from ACQ]
NZ
CRL records in Alma/Primo (DRAFT) RMFG had a recommendation from phase 4 | Contact: Tamara Pilko UCLA troubleshooting identified CRL content missing June 2023. | ||||||||||||
Multi-series electronic collection level records [CDL request] | RM DISC |
| [SOT-CDL Capacity] |
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“How much does UC spend with VendorX?”
Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4)
| Contact: Paula Pascual | |||||||||||||||||
Authentication/authorization protocols |
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| Contact: Tamara Pilko Document current authentication practices at UC campuses. Track discussion around this topic | ||||||||||||||
E-resources troubleshooting communication |
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| Contact: Jeremy Whitt | ||||||||||||||
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting) |
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| Contact: Carla Arbagey Need to clarify what the task is for us. Previous ERES convos suggested that it is ambiguous whether this setting is needed and where the decision lies (ERES v DISC) settings that can be configured during Acq process, but largely e-res/Discovery |
[Phase 4 re-delegated from ACQ]
Review previous Phase decision pages |
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Local E-resources practices chat/clearing house
Regular check in between campus representatives
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current functions in CZ/CDI/Primo
local practices/workflows
changes in provider and ecollection
Steering Committee Contact: Sherry Lochhaas
joint w/ e-res, both local and CDL materials.
CRKN consortia perpetual access tracking project - tool forthcoming
NASIG Digital Preservation Webinar: Integrating Preservation into Librarian Workflows
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| Status | ||||
|---|---|---|---|---|
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CKG?
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E-resources troubleshooting communication
| Status | ||||
|---|---|---|---|---|
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Contact: Paula Pascual Review previous Phase decision pages to determine what is still relevant and needs to be included in SILS Documentation Center (copy over to ER space and label as “current” “pnp”) | |||||
Title Transfers |
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Authentication/authorization protocols
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Slack
more baseline communication rules?
Steering Committee Contact: Michelle Polchow
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Steering Committee Contact: Michelle Polchow
Title Transfers
| Status | ||||
|---|---|---|---|---|
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[SOT-CDL Capacity]
| Reinstate journal title transfer support that CDL offered a few years ago, so campuses know when a title moves from one publisher to another and if new access is included in Tier 1, 2 or 3 licensing agreements. Record keeping and confirmed access for backfile - IZ vs NZ. |
Need to clarify goal - is this compiling feedback for CDL page or documenting local practice or other? 2024-05-09 Meeting notes -UCD process demo | ||||||||
CDL/Campus E-Resources Workflow/Record Structure - AEFG (Go-Live) Electronic Resources Practices - Linking IZ orders to relevant CDL e-collections (MVP 001) and AEFG (Go-Live) Campus Purchase Order Practices for CDL and Related Local E-Resources (AEFG-MVP-002) SC will review/revise based on work from CDLNZ-PT and Shared Collections | NZ |
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[SOT-CDL Capacity] |
| Contact: Sherry Lochhaas , Judy Keys Paused pending results of CDLNZ-PT and CDL Shared Collections work with ExLibris consultant CDL/Campus E-Resources Workflow/Record Structure - AEFG Handoff Document CSU ERM Best Practices and Procedures → Shared e-Resources - Consortial Acquisitions CDLNZ-PT Testing Documents and Results on SILS GDrive | ||||||||||||||||
Additional process work on NZ/IZ de-duplication/reconciliation. |
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| Identifying eBooks and eJournals in an IZ that are also activated in NZ | Contact: Tamara Pilko |
Status | Definition | |||||
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| Being investigated | |||||
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RMFG had a recommendation from phase 4
Actively worked on | |||||||
| Completed | ||||||
| Waiting to work on | ||||||
| Only use for joint deliverable that is with another OST for evaluation | ||||||
| Do not use, prefer on hold or delegated |
Priority
Indicated the order of execution of deliverables
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Questions to ask when assigning priority:
What is the frequency at which members experience the issue?
If it is not addressed, will it impede local workflows?
Does it affect other areas of members' work?
Do we have some/most of the information we need?
Is it contingent on other groups (SILS or other)?