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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
Stabilization of workflows between Acquisitions and DRMS. in progress
Work with Acquisitions to re-imagine and recreate our resource management processes and 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. 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
FY18 Goals
IRM Departmental Goals
Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results moved to FY19
Complete work on COUNTER database and viewing in Tableau moving to DRMS for FY19
Review CATF report recommendations and implement
in progress & moving to FY19/
* 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 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
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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