Work Plan: Acquisitions
(very much being developed, not finalized)
Deliverable | Priority | Due Date | Notes |
|---|---|---|---|
Re-testing of loading brief GOBI records into the NZ -see https://uc-sils.atlassian.net/wiki/spaces/P4D/pages/1845166629 | DONE | 4/25/2022 | https://uc-sils.atlassian.net/wiki/spaces/AC/pages/1907884055 Procedural as well as configuration - new Decision Page to advise on best practices. Include collab w/RM, etc. Not sure where statewide training/procedural stuff will live - create just in our space to move later. Subgroup to discuss. |
Have session about GOBI Ordering APIs to share campus practices, explore consortial possibilities | DONE - left to local preferences |
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Have session about Rialto, various ordering options to share campus practices, explore consortial possibilities |
|
| Option for 23-24 session |
Share acquisitions configuration views - show and tell cases. |
|
| (essentially on hold for CDLNZ-PT, E-Res has similar line item, CDLNZ-PT hasn’t yet run into many cases) |
Review/follow up with E-Res team on CDL/Campus E-Resources Workflow/Record Structure - https://uc-sils.atlassian.net/wiki/spaces/P4D/pages/1845166601 and |
| N/A | E-Res offered to take ownership! |
Licensing - terms visibility for ILL, etc. |
| (1) 4/6/2022 (2) 5/1/2022 (3) CDLNZPT working on planning/scheduling for CDL licenses workflow development (4) | starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices - (1) UCD presentation on how to use licensing terms, (2) which terms to display? w/ILL, E-Res then ask Discovery to implement (3) vocab for various terms, (4) data entry (automated?!) for licenses not yet in system 360 access through 6/30/2022 |
Financial data management/retention for auditing/legal reasons |
|
| There is a UC level policy/system to comply with. Focus: Ex Libris functionality for batch management, UC-wide best practices options |
Perpetual rights and entitlement tracking in Alma (generally) - licenses, payment info, annual title lists, etc. |
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| joint w/ e-res, both local and CDL materials. (Can be developed solo, but preferable to develop in conjunction/parallel with CDL practices) Potential to move up in combination with licensing deliverable (above) |
Reporting/analytics - define desired statewide reports |
| 9/12/2022 | Analytics team focusing on UCoP statistics for now. Probably need another session of task force to look at uses. Stakeholders: selectors , AULs/ULs, others? SCLG for input on local vs UC, campus reports into Shared space in Analytics (esp already-Alma campuses). Reports NOT in analytics? 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 |
Taxes - Share campus practices / show and tell for individual campuses and determining how to handle line item tax. | Campus transitions to Oracle make it a changing landscape | presentation prep for a Fall sharing session? | Campus procedures shared in Google Drive |
Reporting/Analytics - integrated data between campuses and NZ? |
| N/A | Initial one-button reporting idea found to be irrelevant/infeasible given how CDL is expected to share data example question: “How much does UC spend with VendorX?” |
Additional process work on NZ/IZ de-duplication/reconciliation. | No noticed Acq impact to date. | N/A | E-Res says several teams already doing this - can share techniques. |
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting) | No noticed Acq impact to date - essentially Discovery. | N/A | E-res offered to take ownership! settings that can be configured during Acq process, but largely e-res/Discovery |
Note: how to indicate dependencies/waiting-for statuses? Separate column?
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