Define/Rethink workflows for technical services (acquisitions, cataloging, electronic resources management) capitalizing on efficiencies and elimination of duplicate work
Define workflows for shared environments
Define workflows for authority control in a shared environment
Define workflows for local e-packages not currently included in the Alma knowledgebase (e.g., source of records)
Develop workflows for e-books when the quality and completeness of the metadata from other sources are “better” than the records in the Alma KB (e.g., impact and implications to shared cataloging, etc.)
Explore (ensure) integration of Alma and PeopleSoft for real-time fund management and invoice processing
Align coding of records (e.g., orders) to support and facilitate gathering of statistics for CSU (Analytics)
Best Practices and Procedures
Best practices for shared cataloging
Policies and procedures for populating the Network Zone (NZ)
Policies and procedures for editing (enhancing, replacing) records in the NZ
Identity CSU experts to serve as a resource in specific areas (e.g., acquisitions, etc.) and for specific tasks (e.g., maintenance of records, etc.)
Data Preparation & Migration
Develop a “priorities checklist” for data clean-up recommendations
Request from Ex Libris a list of “types of errors” which will cause records to be excluded during migration
Action items
Develop a “checklist of priorities” for data clean-up to assist campuses performing data clean-up (e.g., rank tasks of “Data Cleanup Recommendations” as HIGH/MEDIUM/LOW).