| | Setting an agenda: Identifying list of topics | | Workflows - 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
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