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 | Completed, but settings do not reflect policy recommendations approved by COLD. Adjustments need to be made to the configurations. | 3/24/17 |
Schedule resource sharing testing sessions and send out necessary documentation | GTF will perform testing within the task force the week of March 6th and will developed a testing procedure to be shared system wide. | 3/17/17 |
Schedule visiting patron testing | An open forum meeting will be held sometime after resource training sessions. Discuss at future meetings | 3/31/17 |
Make recommendations for customizing the request form | J. Kowlewski-Ward is working with San Jose team on this project. | COMPLETE |
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.) | Examples from Orbis Cascade were obtained. Options are being explored. | 3/31/17 |
ROTA issues and order | An initial ROTA has been established. Need current statistics to make refinements to the order. | 3/31/17 |
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 | 3/31/17 |
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 individua members.
Status Reports
Policies
- Resource Sharing Policy Decisions (COLD) - February 2017
- Task Force Policy Recommendations - November 2016
Procedures
How to Edit the Resource Sharing Form
Open Forum Meetings
- 2/21/2017 (Advance to the 6:30 minute point for the start of the meeting)
GTF Meeting Minutes
Recorded Meetings with Ex Libris
See Resource Sharing meeting recordings