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Project Owner: Carole Correa-Morris, Chair

Overall Status

IN PROCESS 

Tasks

StageComplete ByStatus
Acquisitions Task Force Formed

   

COMPLETE

Commence AcqTF meetings

    

COMPLETE

Survey TSWG re: priorities

    
 

COMPLETE

Identification top priorities by AcqTF

    

COMPLETE

Survey TSWG re: current Acq practices

    

COMPLETE

Review Orbis Cascade and other policies for CSU use

14 October 2016

COMPLETE

Adapt and write policies for shared CSU environment4 November 2016

COMPLETE

Develop online demo for GobiAPI15 February 2017

IN PROGRESS

Continue to research Acq options and develop guidelinesongoing

ONGOING







Project Team

RoleName
Project Lead
Carole Correa-Morris (Unlicensed)
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, Dominguez Hills wvermeer@csudh.edu 

Delphia Williams, Northridge del.Williams@csun.edu




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: 

University of Rhode Island

Tech Services General Page: https://sites.google.com/a/uri.edu/librarytechserv/

Some Acquisitions-specific pages: 



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