Work Plan: CDL Shared Collections in the NZ Project Team
Deliverable | Goal Dates | Notes | Status |
|---|---|---|---|
Initial Research: Alma Inventory | Sep 5, 2022 |
| Done |
Initial Research: Alma Ledger/Fund | Sep 5, 2022 |
| Done |
Initial Research: Alma Vendors | Sep 5, 2022 |
| Done |
Initial Research: Oracle Integration with NZ Alma | Sep 5, 2022 | Based on the discussions we’ve had, we believe it is unlikely that we’ll be able to make progress on the Oracle integration this fiscal year. | Stalled: CDL and UCSD Library will continue this work. |
Initial Research: Alma IZ POLs (existing and new) | Oct 1, 2022 |
| Done |
Initial Research: Licenses | Oct 1, 2022 |
| Done |
Document negotiation license capabilities | Nov 2, 2022 | Done | |
Initial Research: POLs (new) | Nov 1, 2022 | Sandbox samples have been created. Will test more in production November 15-16. | Done |
Review campus feedback on IZ POLs | Nov 9, 2022 | Done | |
Create funds and ledgers in production | Nov 16, 2022 |
| Done |
Initial Research: Usage Statistics | Nov 30, 2022 | Create document summarizing current findings and pass to Nga for use in the team she’ll be forming. (Smaller CDL team has been established.) | Done |
Quarterly Progress Report | Nov 30, 2022 |
| Done |
Initial Research: Invoices | Dec 2, 2022 |
| Done |
Work on creating sample order and invoice data in production based on Q1 info. | Dec 2, 2022 |
| Done |
Funding Recommendation: Ex Libris Consulting | Dec 2, 2022 | Will create a subgroup to look into this to allow parallel work. | Done |
IZ Vendors | Jan 15, 2023 | Statement that IZ vendors will be separate from NZ vendors. | Done |
Create a new sample set in production based on Q2 (or newer) data | Jan 31, 2023 | Start with 5-10 for documentation samples. |
|
Document workflow processes and detailed step-by-step documentation | Feb 10, 2023 | Draft CDL order/invoice documentation has been completed. Revisions may be necessary as analytics research continues. | Done |
Finalize Research on Analytics with regards to how it will support workflows | Feb 28, 2023 | We will be starting work with Analytics as soon as we have production data to test with. | Done |
Develop recommendations around Analytics reporting and solicit feedback from stakeholders | Mar 31, 2023 | Feedback from CDL, SILS Groups (SILS rep consult with all relevant campus people) | Additional Work Needed |
Training | Apr 28, 2023 | Start training in March. This will likely include CDL but also campus training around new reports. | Stalled: Campus training is stalled while waiting for ordering bug fix |
Research retrospective payment history and POLs | Jun 30, 2023 | We’re focused more on prospective work but will discuss options for standardizing access to older orders and invoices. | Discuss with Ex Libris Consultant |
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