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Status
colourYellowGreen
titleIN PROGRESSdecided

Scope

Test for Go-Live

Description

AEFG-MVP-001 -FAQ on best practices for linking IZ version of orders to CDL electronic collections (for existing); Deliverable is Documentation for Day 1, record work within 1st 6 months.

Decision

AEFG recommends a collaborative workflow for determining the appropriate electronic collection for CDL resources in the Network Zone. This will be initiated by CDL as a result of its processes. Campuses will use the NZ record for appropriate related records (i.e, the campus POL for the recharge, etc.). Dynamic communication and collaboration post-go-live is expected as we build familiarity with the Network Zone.

Owning group

AEFG + lcspagnolo [at] ucdavis [dot] edu

Approver

PPC

Stakeholders

R = AEFG, CDL
A = PPC
C = PPC, PPC-CDL/NZ group, RMFG
I = IC, CDL Acquisitions Liaisons, UC E-Links Liaisons, ADDING: TSELG via Xiaoli re: Recharges

Decision-making process

AEFG subgroup, with consultations to CDL. Goal is to ensure a linking process for local campus recharge orders to CDL/NZ resource records, with facilitated data-gathering via Analytics.

Priority

High

Due date

(will likely have June 4th final approval - see Action Log)

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Action/Point Person

Expected Completion Date

Notes

Status

AEFG discussion/workshop / Jharina

Do we need “good” bibs for IZ CDL recharges?

Poss: Mark Hemhauser (Unlicensed) suggests migrating CDL recharges as service POs per Maricel Cruz (Unlicensed) idea

How does CDL need to represent multicampus recharges in NZ?

Bring in Adriana?

Done

AEFG discussion/workshop / Jharina

  • Currently, cost-per-use stats live at the IZ level, not NZ

    • CDL can provide account credentials for Tier/12 usage

    • This would have to be a long-term project of linking vendor usage platforms to Alma vendor records

  • CDL/IZs can dis-aggregate per-campus payments using access provider field in electronic POs

  • For new orders: we recommend that CDL start the process by identifying the collection to which IZs should connect their POLs for Tier 1/2 recharges

  • For migrated (open, not closed or cancelled) orders:

    • Migrate as Other >service (5/19: rethought based on earlier Ex Libris input - assumption is that using e-res order type and linked to NZ inventory will work - to test)

    • post-migration: create a set that changes CDL recharges to Access Service to make it easier to know these are e-resources

    • Attach to appropriate the bib/resource record that CDL is using and add licensing information at point of renewal

Questions:

  • Limitation of migrating from Voyager vs Millennium

    • Can IZs manipulate POL types pre- or post-migration?

    • We may need to provide additional assistance

Done

Lisa S. and Carla to consult re: AEFG next steps.

5/21/2021

Done

Coordination with CDL to confirm CDL-side workflows and intersections with IZ-side practices. Lisa M. to follow up w/ CDL group. Lisa S. to coordinate via PPC/CDL/NZ group.

05/25/2021

Done

Lisa S. and Adriana consult on CDL/campus aspects, review for wording accuracy, feasibility. Incorporate edits to document.

05/28/2021

Meeting done, Lisa S. to review for additional edits to coordinate 001 and 002. Discussing post-go-live build of CDL Shared Acquisitions infrastructure for NZ POLs, additional data, consulting process, dependency of Analytics developments.

Done

AEFG Final Review/Approval

06/02/2021

Approved. Footnotes of concerns: acknowledging that more testing is to be done, and clarifying procedures as needed.

Done

PPC Review/Approval

06/04/2021

PendingApproved

Done

Distribution

06/07/2021

Note addition in “Informed” line for Xiaoli to share with TSELG per their discussion re: CDL recharges.

Pending