Project Owner: Carole Correa-Morris, Chair
Stage | Complete By | Status |
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Acquisitions Task Force Formed |
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Commence AcqTF meetings |
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Survey TSWG re: priorities | | |
Identification top priorities by AcqTF |
| |
Survey TSWG re: current Acq practices |
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Review Orbis Cascade and other policies for CSU use | 14 October 2016 | |
Adapt and write policies for shared CSU environment | 4 November 2016 | |
Develop online demo for GobiAPI | 15 February 2017 | |
Q&A on SLACK invitation | 15 February 2017 | |
Tax scenario examples | 1 March 2017 | |
Funds & Ledgers - Samples and information | 31 January 2017 | |
Acquisitions Vendor Integrations | 15 April 2017 | |
Collaborate with the Import Profiles Task Force on vendor profiles | ongoing; see Import Profiles for Loading... | |
Acq Invoice-to-CFS process | 15 April 2017 | |
Closing out the 2016-17 Fiscal Year | 28 February 2017 | |
Technical Freeze Recommendations | 30 April 2017 | |
Readiness Acquisitions checklist for Go-Live | 30 April 2017 | |
Continue to research and review Acq options and develop policies and guidelines | ongoing | |
Role | Name |
---|---|
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, Dominguez Hills wvermeer@csudh.edu Delphia Williams, Northridge del.Williams@csun.edu |
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.
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
March 22, 2016: Notes from Fresno Kickoff- AcqTF breakout.docx
ELUNA 2016 - Recommended Presentations involving Acquisitions
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.
Tech Services General Page: https://www.orbiscascade.org/technical-services-documentation/
Aspects of ordering and working in the Network Zone:
Tech Services General Page: https://sites.google.com/a/uri.edu/librarytechserv/
Some Acquisitions-specific pages: