FY18 Goals


IRM Departmental Goals

  • Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results some progress
  • Complete work on COUNTER database and viewing in Tableau some progress
  • Review CATF report recommendations and implement as able in progress
  • Work with Access Services on strategies to unite under the Content & Discovery division in progress


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 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 - Pending
  • Finish linking all material in Du Bois - Pending
  • Train circ and reference staff on cataloging - Pending installation of software by Systems Unit



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


goals.txt · Last modified: 2018/01/24 11:50 by kgberry
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