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Project Owner: 

Overall Status

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Project Links

Goals

Major Milestones
 Not started
GoalStageActionComplete ByStatusDue Date

Policies for Resource Sharing 

 Submit to Cold
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titleComplete
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titleIn progress
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All CSU's configured for resource sharing testingTo be completed by Megan Drake2/1/17
Schedule resource sharing testing sessions and send out necessary documentationDiscuss at next meeting1/20/17
Schedule visiting patron testingDiscuss at next meeting1/20/17
Make recommendations for customizing the request formJ. Kowlewski-Ward is working with San Jose team on this project1/31/17
Install and test ILLiad NCIPDiscuss at future meetings. Work with Systems Group3/30/17
Make recommendations for shipping paperwork (book straps, stickers, etc.)D. Ricciardi, G. Higginbottom, & S. Caron will gather existing examples.2/20/17
 ROTA issues and order Discuss at future meetings 5/30/17
 Necessary workflow documentation Discuss at future meetings 5/30/17
 Long term governance of resource sharing Discuss at future meetings 5/30/17
   

Project Team

Informed / Other Stakeholders
RoleNameSponsor
Project Lead/Coordinator

Dawnelle Ricciardi (Sonoma) (Co-Chair)

Stacy Caron (Fullerton) (Co-Chair)

Team Members

Lina Carro (Humboldt)

Julie Kowalewski-Ward (San Jose) liaison to Access

Gretchen Higginbottom (Fresno)

Christopher Lee (San Luis Obispo) 

Jesica Brubaker (San Diego)

Karen Schneider, Dean of Sonoma State, COLD Liaison

Vendor Contacts


Why are we doing this?

During the COLD Meeting at SFSU in April of 2016, COLD approved 7 Resource Sharing Recommendations proposed by CRSP (Committee on Resource Sharing and Preservation). One of these recommendations was to "establish a governance unit within COLD to advise the Chancellor's Office on resource-sharing practices, policies, and procedures, and serve as a voice for the CSU libraries on issues related to resource sharing.

In July of 2016, CRSP proposed an initial charge and membership list for the task force, which was approved by COLD on July 15, 2016.

Charge

The Governance Task force will recommend a system of governance for sharing materials and supplying services, and for standardizing and formalizing policies, procedures, and service levels, and mechanisms for recommending changes to shared policies, to enable CSU libraries to operate as a system while supporting and representing individual members.


Policies and Procedures

ResourceSharingPolicyRecommendations.pdf

GTF Meeting Minutes

Recorded Meetings with Ex Libris 

See Resource Sharing meeting recordings

Recorded Resource Sharing Testing Sessions