Overall Status
IN PROCESS
Goals
Goal | Action | Due Date |
---|---|---|
Policies for Resource Sharing | Submit to Cold | COMPLETE |
All CSU's configured for resource sharing testing | To be completed by Megan Drake Configuration Questionnaire sent to Project Managers (2/3/17). Responses needed to be able to complete configuration. | 2/17/17 |
Schedule resource sharing testing sessions and send out necessary documentation | Zoom meetings will take place the week of Feb. 20th Project Managers will be contacted in order to identify individuals to participate in testing. | 2/9/17 |
Schedule visiting patron testing | An open forum meeting will be held sometime after resource training sessions. Discuss at future meetings | 2/10/17 |
Make recommendations for customizing the request form | J. Kowlewski-Ward is working with San Jose team on this project. | 2/10/17 |
Install and test ILLiad NCIP | Discuss at future meetings. Work with Systems Group. C. Lee, J. Kowlewski-Ward & D. Ricciardi are working on the set up of ILLiad NCIP at their libraries. | 3/30/17 |
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 | An initial ROTA has been established. Need current statistics to make refinements to the order. | 2/28/17 |
Necessary workflow documentation | Discuss at future meetings | 5/30/17 |
Long term governance of resource sharing | Discuss at future meetings | 5/30/17 |
Go Live Date | A potential Go Live date of 7/10/17 was discussed. Will work on formalizing recommendation of this date to send to COLD | 3/1/17 |
Project Team
Role | Name |
---|---|
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 |
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.
Status Reports
Policies and Procedures
ResourceSharingPolicyRecommendations.pdf
GTF Meeting Minutes
Recorded Meetings with Ex Libris
See Resource Sharing meeting recordings