Work Plan: E-Resources
- Lena Zentall (Unlicensed)
- Paula Pascual
- Kevin Balster
Deliverable | Effort/ Dependency | Priority | Due Date | Status | Related Links | Notes |
|---|---|---|---|---|---|---|
930/973 fields |
| na
| May 5, 2022 | 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 | Jun 28, 2023 | DONE
| https://uc-sils.atlassian.net/wiki/spaces/ER/pages/1933279283 | 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 | Jan 5, 2023 | 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 (campus/IZ)
|
| HIGH |
| in progess | https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2103017503 https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2247131137 https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2725609473 | Contact: @Michelle Polchow and @Tamara Pilko
NASIG Digital Preservation Webinar: Integrating Preservation into Librarian Workflows |
Perpetual rights and entitlement tracking in Alma (CDL/NZ) |
| high |
| not started |
|
CRKN consortia perpetual access tracking project - tool forthcoming |
Local E-resources practices chat/clearing house
| campus interest | HIGH | Nov 9, 2023 | done
| Contact: @Jeremy Whitt SILS Community Slack - #acquisitions-and-e-resources | |
ExLibris/CRL support | HIGH |
| IN PROGRESS | https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2212691994 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
| https://uc-sils.atlassian.net/wiki/spaces/ER/pages/1865613330 | Contact: @Paula Pascual |
Authentication/authorization protocols
|
| medium | Sep 28, 2023 | done | https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2213085202 | Contact: @Tamara Pilko Document current authentication practices at UC campuses. Track discussion around this topic |
E-resources troubleshooting communication
|
| HIGH | Jan 18, 2024 | done | https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2162819121 | Contact: @Jeremy Whitt |
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting)
|
| low |
| IN PROGRESS
| https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2242936839 | 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 | https://uc-sils.atlassian.net/wiki/spaces/P4D/pages/1845166300 | 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 | https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2727182337 | 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? https://uc-sils.atlassian.net/wiki/spaces/ER/pages/2480210009 -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) 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 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.
|
| medium | May 23, 2024 | done | Identifying eBooks and eJournals in an IZ that are also activated in NZ | Contact: @Tamara Pilko
|
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)?
The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu