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changes.mady.by.user Tamara Pilko

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changes.mady.by.user Paula Pascual

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Deliverable

Effort/

Dependency

Priority

Due Date

Status

Related Links

Notes

930/973 fields
[Phase 4 delegated]

Status
titlena

Status
colourGreen
titleDONE

930/973 fields - practice for continued use

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

Sharing of E-resource Licensing Information across UC [Phase 4 delegated]

Status
titlena

Status
colourGreen
titleDONE

(check in with various parties on listservs)

Sharing of E-resource Licensing Information across UC

Steering Committee: Sherry Lochhaas

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 - AEFG Handoff Document

Licensing - terms visibility for ILL, etc.
[Phase 4 re-delegated from ACQ]

Status
titlena

Status
colourGreen
titleDONE

NZ License Practice

starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices

Perpetual rights and entitlement tracking in Alma (

generallychanges in provider and ecollection

campus/IZ)
[Phase 4 re-delegated from ACQ]

Status
colourRed
titleHIGH

Status
colourYellow
title

IN PROGRESS

  • current functions in CZ/CDI/Primo

  • local practices/workflows

    • in progess

    Perpetual rights and entitlement tracking in Alma

    joint w/ ACQ, both local and CDL materials.

    CRKN consortia perpetual access tracking project - tool forthcoming

    DRAFT

    Best Practice for activating a CZ portfolio in both NZ and IZ

    Best Practices: Recording Perpetual Access in Alma

    Contact: Michelle Polchow and Tamara Pilko

    • separate from a comprehensive tracking project for consortial e-resources

    • document how IZ coverage trumps NZ coverage in some cases

    • local practices/workflows

    • tracking changes in provider and ecollection

    NASIG Digital Preservation Webinar: Integrating Preservation into Librarian Workflows

    document how IZ coverage trumps NZ coverage in some cases

    Perpetual rights and entitlement tracking in Alma (CDL/NZ)
    [Phase 4 re-delegated from ACQ]

    Status
    colourRed
    titlehigh

    Status
    colourRed
    titlenot started

    • separate from a comprehensive tracking project at each campus

    or for consortial e-resources

    • Track in Alma? or point of need service?

    CRKN consortia perpetual access tracking project - tool forthcoming

    Local E-resources practices chat/clearing house

    Regular check in between

    campus

    representatives

    interest

    Status
    colourRed
    titleHIGH

    Status
    colour

    Yellow

    Green
    title

    IN PROGRESS

    done

    • CKG?

    https://uc-sils.atlassian.net/l/cp/EDXa1bRs

    Contact: Jeremy Whitt

    SILS Community Slack - #acquisitions-and-e-resources

    Post-go-live CRL records in Primo

    ExLibris/CRL support

    Status
    colourRed
    titleHIGH

    Status
    colourYellow
    titleIN PROGRESS

    CRL records in Alma/Primo (DRAFT)

    RMFG had a recommendation from phase 4

    Post-go-live migration handoff misplaced assigning this deliverable to SILS.

    Contact: Tamara Pilko

    UCLA troubleshooting identified CRL content missing June 2023.

    Multi-series electronic collection level records [CDL request]

    RM

    DISC

    Status
    colourYellow
    titlemedium

    [SOT-CDL Capacity]

    Status
    colour

    Yellow

    Green
    title

    In progress

    done

    Multi-Part E-Collections

    Contact: Paula Pascual

    - consulting with Liz Miraglia and Caitlin Nelson about next steps
    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.

    Authentication/authorization protocols

    Status
    colourYellow
    titlemedium

    17 Aug

    Status
    colour

    Yellow

    Green
    title

    in progress

    done

    Authentication methods

    (DRAFT)

    Contact: Tamara Pilko

    Document current authentication practices at UC campuses. Track discussion around this topic

    Reporting/Analytics - “How much does UC spend with VendorX?”
    [Phase 4 re-delegated from ACQ]

    Tamara will review if this belongs with ACQ or outside SILS

    NZ

    E-resources troubleshooting communication

    Status
    colour

    Blue

    Red
    title

    low

    HIGH

    Status
    colour

    Yellow

    Green
    title

    in progressReporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4)

    done

    E-resources troubleshooting communication

    Best Practices: Writing Tickets & Troubleshooting

    Contact: Jeremy Whitt

    Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting)
    [Phase 4 re-delegated from ACQ]

    Status
    colour

    Redstatus gathering?/ local practices/delegate to discovery?

    Green
    title

    NOT STARTED

    low

    Status
    colourYellow
    titleIN PROGRESS

    Scoping of IP Ranges DRAFT

    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

    E-resources troubleshooting communication

    Review previous Phase decision pages

    Status
    colour

    Red

    Green
    title

    HIGHSteering Committee Contact: Michelle Polchow

    low

    Status
    colourRed
    title

    NOT STARTED

    • Slack

    • more baseline communication rules?

    E-resources troubleshooting communication

    not started

    AEFG Decisions

    https://uc-sils.atlassian.net/wiki/spaces/P4D

    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

    Status
    colourYellow
    titlemedium

    Status
    colourYellow
    titleIN PROGRESS

    Best Practices: Title Platform Transfers

    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)
    [Phase 4 re-delegated from ACQ]

    SC will review/revise based on work from CDLNZ-PT and Shared Collections

    NZ

    Status
    colourRed
    titleHIGH

    [SOT-CDL Capacity]

    Status
    titleOn hold

    waiting on input from CDL for what they need campuses to adhere to

    NZ

    CZ harmonization

    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 ACQ ERM Workflow (local) visual model

    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.
    [Phase 4 re-delegated from ACQ]

    SC will review/revise (split?)

    Status

    titleon hold

    workflow/policy/practice page

    Steering Committee Contact: Sarah Sheets
    need clarification on who is responsible/can work in NZ - only CDL? Largely e-res management

    Title Transfers

    Status

    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.

    colourYellow
    titlemedium

    [SOT-CDL Capacity]

    Status
    colour

    Red

    Green
    title

    not started

    Journal title transfers

    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?

    Review previous Phase decision pages

    Status
    colourGreen
    titlelow

    Status
    colourRed
    titlenot started

    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”)

    done

    Identifying eBooks and eJournals in an IZ that are also activated in NZ

    Contact: Tamara Pilko

    Status

    Definition

    Status
    titleon hold

    Being investigated

    Status
    colourYellow
    titleIN PROGRESS

    Actively worked on

    Status
    colourGreen
    titleDone

    Completed

    Status
    colourRed
    titleNOT STARTED

    Waiting to work on

    Status
    colourPurple
    titleDelegated

    Only use for joint deliverable that is with another OST for evaluation

    Status
    titlestalled

    Do not use, prefer on hold or delegated

    Priority

    Indicated the order of execution of deliverables

    ...