USMAI TASK GROUP WORKPLAN
Acquistions Serials Task Group
Posted: 02/07/2008
Last revised: 02/07/2008
Goal 1. Advise and make recommendations to the USMAI Council of Library Directors on requests and priorities relating to acquisitions and serials functionality in the consortial environment.
Strategy a.: Provide CLD with a brief overview of the issues related to legacy serials records, possible solutions, and some recommendations based on what will be practical, cost-effective, and beneficial for user for the USMAI.
| Objectives |
Responsiblity |
Time-line |
| Appoint cross-functional subgroup including CPC and ERM representatives. |
ASTG (Michelle Flinchbaugh) |
Completed. |
| Study issues and write white paper. |
SSG (Pamela Bluh, Chair) |
September 2007-February 2008 |
Strategy b.: Provide CLD with an overview of problems with Aleph Acquisition/Serials reporting of Collection Management data and recommendations of reports to develop that will be practical, cost-effective, and beneficial to the effective management of USMAI collections.
| Objectives |
Responsibility |
Time-line |
| Appoint cross-functional subgroup including RSTG repesentatives. What other subgroups need to be represented??? Consulted??? |
ASTG (Angie Ohler, Chair) |
March 2008 |
| Survey campuses regarding CM Acquisitions/Serials report needs. |
Subgroup (tba) |
tba |
| Identify necessary reports. |
Subgroup (tba) |
tba |
| Study feasibility and cost-effectiveness of each report, including any necessary database maintenance. |
Subgroup (tba) |
tba |
Goal 2. Reviewing requests submitted by campuses; recommending priorities related to EDI activities and development with vendors.
Strategy a. Provide CLD with an overview of old unresolved EDI requests and Aleph Acquisitions/Serials Rx's and recommendations on which should be completed and which should be dropped.
| Objectives |
Responsibility |
Time-line |
| Review EDI requests. |
Michelle Flinchaugh |
February 2008 |
| Review unresolved Rx's. |
Michelle Flinchaugh |
February 2008 |
| Do Cost/Benefit analysis of pending items in consultation with impacted campuses. |
Michelle Flinchbaugh/Yalan Qi |
March-April 2008 |
| Develop prioritized list. |
ASTG (Michelle Flinchbaugh) |
May 2008 |
| Write report for CLD. |
ASTG (Michelle Flinchbaugh) |
May 2008 |
Goal 3. Periodically updating the COI on Serials and Acquisitions on related issues
Strategy a.: Routinely provide consistent standardized Aleph training to new USMAI Acquisitions/Serials staff.
| Objectives |
Responsibility |
Time-line |
| Survey campuses on training needs, develop outline of training, and develop outlines of training to be given in each area. Offer basic Aleph training for new Acquisitions and Serials staff twice a year. |
ASTG |
In progress to be completed by July. |
Strategy b.: Provide annual forum to include advanced aleph serials training and to share information about campus-specific procedures and data, database clean-up projects, and reports.
| Objectives |
Responsibility |
Time-line |
| Develop advanced patterns training. |
Angie Ohler |
August 2008 |
| Develop advanced training on moving serial records. |
Beth Guay |
August 2008 |
| Develop bindery training. |
Ted |
By September 2008 |
| Develop session on campus-specific policies and procedures of interest to others. |
Angie Ohler |
September 2008 |
| Develop session on data problems, solutions, and reports. |
Reports subgroup Angie Ohler |
September 2008 |
| Offer Annual forum |
Michelle Flinchbaugh |
September 2008 |