Deliverable | Effort/ Dependency | Priority | Due Date | Status | Related Links | Notes |
|---|---|---|---|---|---|---|
Additional process work on NZ/IZ de-duplication/reconciliation. SC will review/revise (split?) | NZ CZ harmonization | ON HOLD workflow/policy/practice page | Steering Committee Contact: Sarah Sheets Feb 2023 Survey comment: | |||
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 | HIGH | [SOT-CDL Capacity] | ON HOLD | 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 | |
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting) | NOT STARTED status gathering?/ local practices/delegate to discovery? | settings that can be configured during Acq process, but largely e-res/Discovery | ||||
E-resources troubleshooting communication | HIGH | NOT STARTED
| Steering Committee Contact: Michelle Polchow | |||
Authentication/authorization protocols | MEDIUM |
| IN PROGRESS | Document current authentication practices at UC campuses. Track discussion around this topic | ||
Reporting/Analytics - “How much does UC spend with VendorX?” Tamara will review if this belongs with ACQ or outside SILS | NZ | LOW | IN PROGRESS | Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4) | ||
Multi-series electronic collection level records [CDL request] | RM DISC | [SOT-CDL Capacity] | IN PROGRESS | Contact: Paula Pascual - consulting with Liz Miraglia and Caitlin Nelson about next steps NZ e-collection level record/ workflow to be worked out/ SCP advisory committee – Decision Page draft by Kevin 3/17/2022 start. | ||
Reporting/analytics - System review/improvement processes - show and tell? | NZ | [SOT-CDL Capacity] | IN PROGRESS | Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4) | ||
Perpetual rights and entitlement tracking in Alma (generally) | HIGH | IN PROGRESS
| 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 | |||
Local E-resources practices chat/clearing house | Regular check in between campus representatives | HIGH | IN PROGRESS
| |||
HIGH | IN 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. UCLA troubleshooting identified CRL content missing June 2023. | |||
930/973 fields | N/A |
| N/A | DONE | 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] | DONE (check in with various parties on listservs) | 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 - terms visibility for ILL, etc. | DONE | starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices | ||||
Title Transfers | HIGH | [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. |
Status | Definition |
|---|---|
ON HOLD | Being investigated |
IN PROGRESS | Actively worked on |
DONE | Completed |
NOT STARTED | Waiting to work on |
DELEGATED | Only use for joint deliverable that is with another OST for evaluation |
STALLED | Do not use, prefer on hold or delegated |
Priority
Indicated the order of execution of deliverables
HIGH MEDIUM LOW
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)?