Work Plan: E-Resources

Deliverable	Effort/ Dependency	Priority	Due Date	Status	Related Links	Notes

Deliverable	Effort/ Dependency	Priority	Due Date	Status	Related Links	Notes
930/973 fields [Phase 4 delegated]		na	May 5, 2022	DONE	930/973 fields - practice for continued use	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	Jun 28, 2023	DONE	Sharing of E-resource Licensing Information across UC	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 - AEFG Handoff Document
Licensing - terms visibility for ILL, etc. [Phase 4 re-delegated from ACQ]		na	Jan 5, 2023	DONE	NZ License Practice	starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices
Perpetual rights and entitlement tracking in Alma (campus/IZ) [Phase 4 re-delegated from ACQ]		HIGH		in progess	Perpetual rights and entitlement tracking in Alma DRAFT Best Practice for activating a CZ portfolio in both NZ and IZ Best Practices: Recording Perpetual Access in Alma	Contact: @Michelle Polchow and @Tamara Pilko separate from a comprehensive tracking project for consortial e-resources document how IZ coverage trumps NZ coverage in some cases local practices/workflows tracking changes in provider and ecollection NASIG Digital Preservation Webinar: Integrating Preservation into Librarian Workflows
Perpetual rights and entitlement tracking in Alma (CDL/NZ) [Phase 4 re-delegated from ACQ]		high		not started		separate from a comprehensive tracking project at each campus Track in Alma? or point of need service? CRKN consortia perpetual access tracking project - tool forthcoming
Local E-resources practices chat/clearing house	campus interest	HIGH	Nov 9, 2023	done	https://uc-sils.atlassian.net/l/cp/EDXa1bRs	Contact: @Jeremy Whitt SILS Community Slack - #acquisitions-and-e-resources
Post-go-live CRL records in Primo	ExLibris/CRL support	HIGH		IN PROGRESS	CRL records in Alma/Primo (DRAFT) RMFG had a recommendation from phase 4	Contact: @Tamara Pilko UCLA troubleshooting identified CRL content missing June 2023.
Multi-series electronic collection level records [CDL request]	RM DISC	medium	[SOT-CDL Capacity]	done	Multi-Part E-Collections	Contact: @Paula Pascual
Authentication/authorization protocols		medium	Sep 28, 2023	done	Authentication methods	Contact: @Tamara Pilko Document current authentication practices at UC campuses. Track discussion around this topic
E-resources troubleshooting communication		HIGH	Jan 18, 2024	done	E-resources troubleshooting communication Best Practices: Writing Tickets & Troubleshooting	Contact: @Jeremy Whitt
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting) [Phase 4 re-delegated from ACQ]		low		IN PROGRESS	Scoping of IP Ranges DRAFT	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	AEFG Decisions Phase 4 Decisions	Contact: @Paula Pascual 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		IN PROGRESS	Best Practices: Title Platform Transfers	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? 2024-05-09 Meeting notes -UCD process demo
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) [Phase 4 re-delegated from ACQ] SC will review/revise based on work from CDLNZ-PT and Shared Collections	NZ	HIGH	[SOT-CDL Capacity]	On hold		Contact: @Sherry Lochhaas , @Judy Keys 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 ACQ ERM Workflow (local) visual model CSU ERM Best Practices and Procedures → Shared e-Resources - Consortial Acquisitions CDLNZ-PT Testing Documents and Results on SILS GDrive
Additional process work on NZ/IZ de-duplication/reconciliation. [Phase 4 re-delegated from ACQ]		medium	May 23, 2024	done	Identifying eBooks and eJournals in an IZ that are also activated in NZ	Contact: @Tamara Pilko

Status	Definition

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)?