**__FY19 Goals__**\\ \\ **IRM Departmental Goals** \\ *Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results //in progress// * Review CATF report recommendations and implement //in progress// \\ **Acquisitions Unit Goals** \\ **Discovery & Resource Management Systems Unit Goals** \\ * Aleph Data clean-up: Identify data entry issues that create data problems as a pre-emptive step towards preparing for migration. For details and latest developments please review the [[https://trello.com/b/gTMV6M4o/aleph-clean-up-project|Aleph Clean up Project management board]]. //Rolling over; in progress// * Work with Acquisitions to re-imagine and recreate our resource management processes. //in progress// * Successfully implement our second version of our CORAL ERM system. //in progress// * Successful BETA testing of FOLIO. //in progress// * CORAL/SFX/Aleph/website database list name normalization. //restarted; in progress.// * Ebook usability test. //in progress// * Make usability statistics more widely accessible and the harvesting/management of said statistics easier/automated. //in progress// * Clean up MARC record loading information on the IRM wiki. //in progress// \\ **Metadata Unit Goals** \\ ---- \\ **__FY18 Goals__**\\ \\ **IRM Departmental Goals** * Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results //moving forward// * Complete work on COUNTER database and viewing in Tableau //moving to DRMS for FY19// * Review CATF report recommendations and implement as able //in progress & moving forward// * Work with Access Services on strategies to unite under the Content & Discovery division //complete// \\ **Acquisitions Unit Goals** * Complete implementation of CORAL. * CORAL 2.0 implementation. * Add e-journal package title-level records. * Complete development of database API for CMS. * Staff Development * Expand dbhelp participants. * Increase copy cataloging responsibilities. * Identify potential cancellations through a review of database subscriptions. * Implement new discretionary allocations to selectors - redefine pool of selectors. * Implement new 5C Gobi approval plan. * Implement ARES workflow for Reserves ordering. * Develop ABEL bindery reporting. \\ **Discovery & Resource Management Systems Unit Goals** \\ * Streamline Aleph authorizations (e.g. 15 to 4). Currently, individuals have multiple logins, and this will provide them with one login. //completed// * Aleph Data clean-up: Identify data entry issues that create data problems as a pre-emptive step towards preparing for migration. For details and latest developments please review the [[https://trello.com/b/gTMV6M4o/aleph-clean-up-project|Aleph Clean up Project management board]].//in progress// * Implement EDS. Continue enhancement efforts. Train staff, "train the trainers". Conduct a follow up a summer 2017 usability test. //Complete// * Work with Acquisitions to re-imagine and recreate our resource management processes and our second version of our CORAL ERM system.//in progress// * Review the FOLIO project and ascertain if it is a solution for the Five Colleges at this time. //in progress// * CORAL/SFX/Aleph/website database list name normalization. //Cancelled due to the loss of our first version of CORAL.// * CORAL licensing Information to display in SFX. //Cancelled due to the loss of our first version of CORAL.// \\ **Metadata Unit Goals** \\ * Finish cataloging NEYM books - Done * SCUA and law material transfer from Textbook Annex to Hatfield - Done * SCUA material transfer from Palmer to Hatfield - Done * Finish cataloging priority NEYM pamphlets - In progress * Convert EAD and UMarmot records to MARC records and batch upload records to OCLC and Aleph - In progress * Gifts cataloging backlog - books and DVDs - In progress * Law material transfer from Palmer to Hatfield - Phase 1 done & Proposal for Phase 2 submitted * Finish linking all material in Du Bois - 23rd floor done, other floors in progress * Train circ and reference staff on cataloging - Done \\ ---- **__FY17 Goals__**\\ \\ **IRM Departmental Goals** * Hire a new Metadata Librarian and replace ILS/DRMS Unit Coordinator. Hire temporary cataloger for Quaker gift monographs. * Temporary cataloger hired, starting August, 2016. //complete// * Updated job descriptions & ads to Admin. //complete// * Form search committee and conduct search. //complete// * Hire and provide on-boarding.//complete// * By July 1st, 2017, implement a revised departmental structure that addresses evolving workflows in technical services and directly supports the teaching, learning and research missions of the library and the university. //complete// * Continue documentation of workflows. //complete// * Conduct card-sort activity. //complete// * Develop possible reorganization scenarios and select best one. //complete// * Determine staffing and training needs and put those in place. //complete// * Implement new structure. //complete// * Establish a policy and review workflows for e-resource MARC record batch loads. //complete// * Develop a projects page with a submission form.//complete// * Move from print to electronic bookplates. //complete// * Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results. //moved forward// * Marketing of IRM department. //complete// \\ **Acquisitions Unit Goals** * Integrate converted MMT position as ACQ electronic resource specialist. //complete// * Complete implementation of CORAL. //complete// * Complete TERMS tool with license expressions.//complete// * Add e-journal subscription records to Resources. //complete// * Implement Statistics section. //moved forward to IRM goal// * Identify potential cancellations through comprehensive review of journal resources. //complete// * Determine e-journal title perpetual access guidelines and process for maintaining records. //complete// * Develop, produce and promote web page of proxy bookmarklets for common browsers. //complete// * Complete processing of Rudman Collection. //complete// * Develop and implement bindery pull slip generation. //complete// * Complete transfer of bindery processing responsibility. //complete// \\ **Discovery & Resource Management Systems Unit** * 5C billing: Automate exchange of billing information for circulation units within the 5 Colleges. //moved forward// * Streamline Aleph authorizations (e.g. 15 to 4). Currently, individuals have multiple logins, and this will provide them with one login. //moved forward// * Promote little-used Aleph features, like My Folder and Shelf Browse. //complete// * Data clean-up: Identify data entry issues that create data problems as a pre-emptive step towards preparing for migration. //moved forward// * Implement EDS. Beta test EDS for discovery, including implementing usability testing of discovery and related platforms. //moved forward// * Review and update LibWire Help Forms. //complete// \\ **Metadata Unit Goals** * Start reviewing authority error reports supplied by Backstage and correcting headings. //complete// * Bring gift cataloging backlog up-to-date. //complete// * Streamline process for receiving shelf-ready books (batch). //complete// * Complete review of Silver Plus records. //complete// * Hire and onboard metadata librarian //complete// * Implement Bibnote? (assign as a project for the new metadata librarian?)//on hold// * __Convert all EAD records for SCUA Collections to MARC (assign as a project for the new metadata librarian)//pending//__ * __Clean up ETD metadata in ScholarWorks (assign as a project for the new metadata librarian)//pending//__ \\