Work Plan: E-Resources

Deliverable	Effort/ Dependency	Priority	Due Date	Status	Related Links	Notes
Implement the E-Resources/Acquisitions/Centrally Managed Licenses for Network Zone architecture Resource: Alma Collaborative Networks	CDL initiative	HIGH	[SOT-CDL Capacity]	DELEGATED	https://uc-sils.atlassian.net/wiki/spaces/CDLNZPT	CSU Model - Shared Electronic Resources Procedures and Best Practices
930/973 fields [Phase 4 delegated]	N/A		N/A	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
Multi-series electronic collection level records [CDL request]			[SOT-CDL Capacity]	STALLED	Multi-Part E-Collections	Steering Committee: Sherry Lochhaas CSU - Descriptive and Collection Level Records in NZ NZ e-collection level record/ workflow to be worked out/ SCP advisory committee – Decision Page draft by Kevin 3/17/2022 start.
Sharing of E-resource Licensing Information across UC [Phase 4 delegated]			[SOT-CDL Capacity]	STALLED (check in with various parties on listservs)	Sharing of E-resource Licensing Information across UC	Steering Committee: Sherry Lochhaas 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]				DONE		starts at CDL for standards on consortial purchases, then flows to campuses for harmonization of local practices
~~Shared decisions around the CZ~~ ~~[Phase 4 delegated]~~	NZ			N/A		~~Determine when we can make shared decisions for specific collections and/or use cases with regard to the CZ~~ ~~Example from another consortia:~~ Closely tied to NZ/IZ de-duplication/reconciliation work. A wide range of local practices would lead to duplication of records (for any given title, some campuses might accept a CZ records while other would choose to import from OCLC, or a vendor, etc.). What level of duplication would be allowed? Also, often not clear ahead of time whether CZ metadata is acceptable, so has impact on Acq-to-Cat workflow. If Acq chooses CZ record and Cat decides to use NZ record, it leaves a “ghost” CZ bib in the NZ (example - MMS ID: 9917241870306531)
Additional process work on NZ/IZ de-duplication/reconciliation. [Phase 4 re-delegated from ACQ]	NZ CZ harmonization			STALLED workflow/policy/practice page		Steering Committee Contact: Sarah Sheets need clarification on who is responsible/can work in NZ - only CDL? Largely e-res management Feb 2023 Survey comment: (RE: Additional process work on NZ/IZ deduplication) I think the best course of action is to create a policy/practice page that documents how activating a resource in both the NZ and IZ interacts - specifically that IZ coverage trumps NZ coverage in Primo display if it is the same portfolio in the same CZ collection. Document awareness around this issue more than performing any deduplication work at this time. ALSO, a page about how to use Analytics to reduce any local eDDA records in the IZ that are already owned in the NZ - ask Lisa Wong for this report (RE: Confirm approach to scoping of IP ranges for discovery outcomes) I think this can be safely delegated to Discovery.
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]	NZ	HIGH	[SOT-CDL Capacity]	DELEGATED		waiting on input from CDL for what they need campuses to adhere to CDL/Campus E-Resources Workflow/Record Structure - AEFG Handoff Document CSU ACQ ERM Workflow (local) visual model CSU ERM Best Practices and Procedures
Reporting/analytics - define desired statewide reports [Phase 4 re-delegated from ACQ]	NZ		[SOT-CDL Capacity]	DELEGATED		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 Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4) CSU Helpful Alma Repository Searche Queries
Reporting/analytics - System review/improvement processes - show and tell? [Phase 4 re-delegated from ACQ]	NZ		[SOT-CDL Capacity]	IN PROGRESS		Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4)
Reporting/Analytics - Shared Vendors vs harmonized vendor codes for consortia-level spending reporting [Phase 4 re-delegated from ACQ]	NZ	Low	[SOT-CDL Capacity]	DELEGATED		“How much does UC spend with VendorX?” Reporting/Analytics - AEFG Handoff Document (applies to all Analytics topics from Phase 4)
Confirm approach to scoping of IP ranges for discovery outcomes (more Discovery but affects e-resources troubleshooting) [Phase 4 re-delegated from ACQ]				NOT STARTED status gathering?/ local practices/delegate to discovery?		settings that can be configured during Acq process, but largely e-res/Discovery
Perpetual rights and entitlement tracking in Alma (generally) [Phase 4 re-delegated from ACQ]		HIGH		IN PROGRESS current functions in CZ/CDI/Primo local practices/workflows changes in provider and ecollection	Perpetual Access	Steering Committee Contact: Sherry Lochhaas joint w/ e-res, 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		HIGH		IN PROGRESS CKG?
E-resources troubleshooting communication		HIGH		NOT STARTED Slack more baseline communication rules?		Steering Committee Contact: Michelle Polchow
Authentication/authorization protocols				NOT STARTED		Steering Committee Contact: Michelle Polchow
Title Transfers		HIGH	[SOT-CDL Capacity]		Title 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.