February 17, 2017 Status Report
| Date |
|
|---|---|
| Working Group | Technical Services Working Group |
| Task Force | Electronic Resource Management |
| Report Summary | Discussed the P2E recommendations for ejournals and ebooks during TS Open Forum. Discussed recommendations and asked for feedback and questions before finalizing the document. Document will be finalized There will be one more discussion during the TS Open Forum on Also started discussing e-book recommendations during TS Open Forum on The recommendations for e-book, migration and future updates and activation, will be finalized The SFX readiness document is ready and available for the library SFX administrators. Link to page was sent out during TS Open Forum on as well as in an email from the TS Working Group Chair. Final list sent out The ERM Task Force also continued updates to the How-to check list as a supplement to the Health Check List ERM section. The document will be finalized and sent out to Tech Services. Continue to update the post-migration Task and Check lists. Discussed the joint CAT/ERM single e-book and e-journal subscription documentation. Had an ERM Task Force list serv set up so ERM folks in technical services can ask us questions. Posted ERM list serv address on ERM Task Force page. |
| Description | Have more complete information about Google Scholar exports and configuration for the post-Migration Task and Check lists. Part of the work will be done by ExL and the last part of the configuration will be done by the library. ExL will send instructions on what steps the library will need to take on Basecamp. The Catalog Task Force discussed the information sent from the ERM Task Force on single e-book and e-journal subscriptions. The policy is recommending that single e-journals should be ordered and activated in the CZ. Still working on workflow for e-books. Discussing the future of e-book activation because how it is ordered affects acquisition decisions and future analytics (who in CSU bought certain e-books and should SDLC take a look). Discussed the e-book recommendations document. Still need to determine a couple of e-book packages should be active in the NZ and linked to the CZ or use vendor records and create a local collection to be maintained by libraries. Loading vendor records was discussed in the Open Forum on see who has loaded them and what their experience was. CAT TF and ERM TF will work together on a policy and procedures for loading vendor records for e-books. ERM TF is still investigating e-books, using the e-collections in the CZ and seeing if the records are enhanced and if not, asking ExL to enhance them. Other option is to have a library load the vendor records and maintain the local collection. Determining which option is the best and how discoverable they are in Primo. ERM Task Force is recommending that MARCIVE records be migrated from the ILS. Recommendation appears in the ERM P2E e-resources document. CAT TF is also discussing future of MARCIVE records. ERM TF list serv created to help answer question or troubleshoot ERM. Allows a venue for tech services folks to ask questions about electronic resources or about the three models of ERM/ACQ. Added a link to the list serv on multiple pages in ERM wiki, on the finished goals pages and on make Task Force page. Sending out list serv in an email update to Tech Services working group list serv. Make a few changes to the SFX Readiness page, added information about Locally Created targets in SFX. Clarified, in the TS Open Forum some of the optional versus recommended tasks. Tested suggested EBSCO Link Resolver Plug-in in the NZ instance. The Link Resolver Plug-in is now working. Will need to be set up post-migration. |
| Action Items | Continue work on e-book recommendations-final copy due Continue discussion with CAT TF about single purchase e-books and e-journals. Continue to work on workflows for ERM and ACQ - general outline. Continue work on Model 3 ERM/ACQ procedures. Meet the week of to discuss progress on our goals and objectives. Send out final documents for SFX Readiness, How-to document and P2E recommendations on |