Project Owner: Carole Correa-Morris, Chair
Overall Status
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Project Links
Tasks
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| Acquisitions Task Force Formed |
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| Commence AcqTF meetings |
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| Survey TSWG re: priorities | |
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| Identification top priorities by AcqTF |
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| Survey TSWG re: current Acq practices |
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Project Team
| Role | Name |
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| Project Lead | |
| Team Members | Moon Kim, Fullerton moonkim@exchange.fullerton.edu Tyler Rogers, San Diego tyler.rogers@mail.sdsu.edu Kim Valenzuela, Stanislaus KValenzuela@csustan.edu Wendy Vermeer, Pomona wcvermeer@cpp.edu Delphia Williams, Northridge del.Williams@csun.edu
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Charge
ULMS Technical Services Working Group Task Forces will be responsible for performing workflow analysis in support of critical functions, development of workflows, documentation and policies within specific functional areas. Task Forces will consult with the TS Working Group and provide progress reports to the Leads.
The Acquisitions Task Force will identify critical functions and processes, and develop and share best practices needed for day-1 go-live regarding Alma acquisitions. This group will prioritize processes that will be of most benefit to the consortium, consult with other task forces and the Chancellor's Office Workflow Manager and share findings on appropriate ULMS listservs and the Acquisitions Task Force wiki site.
Goals
Identify top priorities regarding processes, documentation and workflows to address
Gather input from Technical Services Working Group members regarding these priorities, as well as current practices
Generate documentation regarding best practices and suggested workflows to be shared with all CSU campuses
Related Activities
March 22, 2016: Notes from Fresno Kickoff- AcqTF breakout.docx
ELUNA 2016 - Recommended Presentations involving Acquisitions
Examples from Other Libraries & Consortia
Below are links to some Alma processes that have been developed by other libraries. While we may or may not decide to adopt these same policies and best practices, they are helpful to clarify concepts and some may prove to be good models as we develop our own recommendations and documentation.
Orbis Cascade
Tech Services General Page: https://www.orbiscascade.org/technical-services-documentation/
Aspects of ordering and working in the Network Zone:
- Alma Network Zone
- In Process Brief Bib Records
- Working in Alma and the NZ
- Overlaying Brief Bibs in the NZ
- Minimum Acquisitions Data in the NZ
University of Rhode Island
Tech Services General Page: https://sites.google.com/a/uri.edu/librarytechserv/
Some Acquisitions-specific pages:
- Alma Ledgers and Funds
- Fiscal Close
- Acquiring electronic packages and portfolios in the Community Zone
- Invoices
- Serials Acquisitions