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
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.
Staff Development
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
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