Deliverable | Effort/ Dependency | Priority | Due Date | Status | Related Links | Notes |
|---|---|---|---|---|---|---|
930/973 fields | NA
| 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] | NA | DONE | 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. | NA | DONE | starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices | |||
Perpetual rights and entitlement tracking in Alma (generally) | HIGH | NOT STARTED | Contact: Michelle Polchow joint w/ ACQ, 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 | campus interest | HIGH | DONE | Contact: Jeremy Whitt SILS Community Slack - ERES channel Is this covered? Or do we want a central repository for examples of local practices – RM or CMCKG had a discussion about this topic. Can this be combined with “E-resources troubleshooting communication” or do they warrant separate pages? CKG? | ||
ExLibris/CRL support | HIGH | IN PROGRESS | CRL records in Alma/Primo (DRAFT) RMFG had a recommendation from phase 4 | Contact: Tamara Pilko Post-go-live migration handoff misplaced assigning this deliverable to SILS. UCLA troubleshooting identified CRL content missing June 2023. | ||
Multi-series electronic collection level records [CDL request] | RM DISC | MEDIUM | [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. | |
Authentication/authorization protocols | MEDIUM | DONE | Contact: Tamara Pilko Document current authentication practices at UC campuses. Track discussion around this topic | |||
E-resources troubleshooting communication | HIGH | IN PROGRESS | Contact: Jeremy Whitt
| |||
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting) | LOW | NOT STARTED | 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 | |||
Review previous Phase decision pages | LOW | NOT 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”) | |||
Title Transfers | MEDIUM | NOT STARTED | 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? | |||
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 | 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 | |
Reporting/Analytics - “How much does UC spend with VendorX?” | NZ | LOW | ON HOLD | Contact: Tamara Pilko Tamara will review if this belongs with ACQ or outside SILS Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4) | ||
Additional process work on NZ/IZ de-duplication/reconciliation. | MEDIUM | IN PROGRESS | Best Practice for activating a CZ portfolio in both NZ and IZ (DRAFT) Identifying CZ records in an IZ that are also activated in NZ (DRAFT) | Contact: Tamara Pilko create 2 policy/practice pages about activating a CZ portfolio in both IZ and NZ - 1 about IZ/NZ coverage interaction and 2 about identifying duplicate activation using Analytics Feb 2023 Survey comment: |
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)?