| Routine Activities | Brief Status | Staff Assigned |
|---|
| Planning, project management and oversight. | Ongoing | Tom, Betty, and Jean |
| Routine maintenance of products and services, including infrastructure and trouble-shooting. | Ongoing | All |
| Budget and financial management. Purchasing, accounting, record-keeping, and reporting. | Ongoing | Tom, Betty, and Tonita |
| Licensing E-resources. This item includes all activities associated with evaluating, trialing, testing, and licensing e-resources for USMAI. | Ongoing | E-Content Team |
| Projects | Explanation and Brief Status | Possible Assignments |
|---|
| Replacement hardware for Aleph environment and new hardware for data warehouse. | Draft specs reviewed 6/28/05, order 7/25/05, install 9/1/05-1/31/06. Partially completed. | Hans |
| Bursar extracts for TU. | Began 11/1/05, sent report, waiting on campus. | Jamie, Hans |
| Net Library records in the OPAC. | In process, waiting for specs. | ERIC II |
| Find It in the OPAC. | Completed January 27, 2006. For ongoing work see ERIC II | ERIC II |
| Find It links to holdings. | Degree of granularity of pointers to holdings data. | ERIC II |
| Develop data warehouse for Aleph reporting. | Preliminary conceptual work, consultation with LaSSSI, gathering information on reporting writting packages, intial testing of extract 6/1/05-7/1/06, limited staff testing 9/1/06-12/15/07, further iterative development 12/15/06-3/1/07, limited production service 3/1/07 | Aleph Team |
| Hiring & training staff. | 8/1/05-2/1/07 | ITD |
| UM College of Information Studies collection and staff integration. | Some database location flipping remains. | ITD |
| Phased implementation of Verde. | Begin with a consortial instance and one site (FSU), load knowledgebase data and licensing information, and test 1/15/06-9/15/06. | ERMTG , E-Content Team, Dave K. |
| Email notices for BC. | Began 9/1/05, partially completed. | Jamie, Hans |
| Patron loaders and notices for MS. | Began 9/15/05 (SSN issue, waiting on campus) | Jamie |
| Email notices (remaining) for CP. | Began 10/1/05, purchased folder/stuffer machine, in test. | Jamie, Hans |
| Consortial hosted ILL management and document delivery. | Further recommendations from RSTG 10/1/05, solution implemented 3/1/06. Delayed three weeks. | RSTG, Jean, Dave K., Jamie, Uche |
| Patron loaders and notices for FS. | Began 10/15/05, ready for campus IT. | Jamie, Hans |
| Redo loading architecture. | To handle new types of matching non-OCLC records, all campus holdings loads, began 10/15/06, mostly completed. | Ben |
| Revised patron load for CP. | OIT needs to reformat the faculty/staff addresses, work continues with OIT. | Jamie, Hans |
| Document common circulation practices. | RSTG working on circ (Completed 11/20/05) and ill agreements (report sent to CLD, on March agenda). | RSTG |
| Usage statistics for Research Port. | Need to articulate desired statistics, RP subject to changes in ML 3.13 (11/1/05), begin 11/15/05 | Betty, Dave K., E-Collections TG |
| Implement CLD-approved recommendations from the Authorities TG. | Authorities Implementation TG confirm costs, finalize specs for extract, and arrange for ongoing authorities updates from vendor 11/15/05-3/1/06, test extract and research and decide implementation architecture for authorities files 2/15/06-4/1/06, extract all bib data from Aleph 4/1/06-4/15/06, vendor processing 4/15/06-5/15/06, reload data 5/15/06-6/31/06, test and begin regular authorities update loads 7/1/06-8/1/06. Test extract sent for processing and received back 2/17/06. Test in process. | Authorities Implementation TG, Ben, Heidi |
| EDI invoicing, EBSCO for UB. | Began 11/15/05, waiting on campus. | Yalan, Dave K. |
| Patron loaders and notices for UB and BL. | Began 11/15/05, campus anticipates a Spring implementation. | Jamie, Hans |
| Dealing with accompanying materials, bound-withs, and LKR. | This is a policy decision. | CPC |
| Document common database management practices. | | CPC |
| USMAI patron format for HSL. | Campus sent first file 12/1/05. | Jamie, Dave |
| Cross-functional proxies. | Survey problems and needs 12/1/05-2/1/06, compare needs to planned Aleph version offerings 2/1/06-4/1/06, recommend course of action weighing upcoming Aleph architecture and investment of development effort 5/1/06. | AASTG, Dave K., Jamie, Yalan |
| EDI invoicing, Hein for ML. | Began 12/1/05, ITD awaiting vendor info. | Yalan, Dave K. |
| EDI ordering, Collection Manager for CP. | Began 11/15/05. | Yalan, Dave K. |
| Assess overall consortial training needs. | Engage the Campus Contacts to survey needs, assign a coordinator to guide process and draft report 2/1/06-6/1/06. Deborah Harrington and Lea Messman-Mandicott agreed to lead the project. | Campus Contacts |
| Definition of contents of journal subset in OPAC. | UITG is determining the definition in consultation with the libraries 1/3/06-3/1/06, ITD rebuilds the base and makes available 4/1/06 | User Interface TG, Heidi, Ben |
| Evaluation and adjustment of screen messages in OPAC, Research Port, and Find It. | Solicitation of current concerns re. messages displayed to public 12/1/05-2/1/06, review and recommendation on changes 2/1/06-3/1/06, review and sign-off on changes 3/1/06-3/15/06, implementation of agreed upon changes 3/15/06-5/1/06 | User Interface TG, Laura, Heidi, Dave K |
| New items OPAC base. | Establish short-term TG engaging individuals in cataloging, acquisitions, and collections from TU, UB, CP (the libraries with the highest expressed interest) in conjunction with ITD to determine what constitutes a new item, how that status can be determined automatically within the OPAC, and the frequency with which such processes will be run 1/3/06-3/1/06, development and testing of new base in Aleph 3/1/06-5/1/06, production service 5/1/06. [This project will entail a new searchable OPAC base, not a "list."] | Ben, Yalan, HeidiUser Interface TG |
| Patron privacy (scrubber, policy statements, data retention) and implementing state guidelines. | Policy decisions are needed, begin discussions in CLD 1/15/06-4/1/06, begin implementation of policies 5/1/06. | CLD, ITD, RSTG |
| Consortial institutional repository. | Pilot an instantiation of a consortial DSpace implementation using BC theses and dissertations began 10/1/05, campus had issues to resolve, currently awaiting revisions to ITD document. | CLD, Dave C., Gary, Ben, Tom, CP DRUM Team |
| Email notices (hold avail. and recall) for BC. | Begin 2/15/06, campus chose to work on daily courtesy notices first. | Jamie, Hans |
| OCLC dupe records merge. | Automatically merge duplicate OCLC records, specifications set and reviewed by CPC 2/1/06-3/15/06, test run and evaluation 3/15/06-3/30/06, adjustments 4/1/06-4/15/06, retest and evaluate 4/15/06-4/31/06, schedule merge 5/1/06-6/1/06. | CPC, ITD |
| New or revised bib loaders. | All requests for new or revised bib loaders must be evaluated by CPC, detailed specifications are required. | CPC |
| EDI ordering, one vendor for ES. | Began 2/1/06, awaiting more info from campus. | Yalan, Dave K. |
| Circulation statistics by IP address. | In process, hope to complete by 2/15/06 | Hans |
| Patron loaders and notices for CS. | Began 2/7/06, campus is interested, but no specific timeframe. | Jamie, programmer |
| EDI invoicing, one vendor for SU. | Began 2/15/06, awaiting vendor info from campus. | Yalan, Dave K. |
| Autographics records cleanup for SM. | Began 2/15/06, specifications set and reviewed by CPC 2/15/06-3/15/06, test run and evaluation 3/15/06-4/1/06, adjustments 4/1/06-4/15/06, retest and evaluate 4/15/06-4/31/06, schedule clean-up 5/1/06-6/1/06. | CPC, Yalan |
| EDI claiming, one vendor for ML. | Began 2/15/06, awaiting vendor info from campus. | Yalan, Dave K. |
| Output holdings data for external vendor (HSL). | Have done for Ingenta, perhaps that could be extended, begin 3/1/06. | Yalan, Laura |
| Barcode validation in Aleph. | Investigation and specifications 3/1/06-4/15/06, coding 4/15/06-5/15/06, testing and feedback 5/15/06-6/15/06, further iterative development 6/15/06-6/30/06, production service 7/1/06 | Hans, Acq/Ser COI, Cat/DBM COI, Circ/Rsv COI |
| Usage statistics for OPAC. | Need to articulate desired statistics, begin 3/1/06 | UITG, Heidi, Dave K. |
| Patron loaders and notices for CES. | Begin 3/15/06 assuming campus is ready. | Jamie, programmer |
| EDI ordering, B&T for UB. | Begin 3/15/06 assuming campus is ready. | Yalan, Dave K. |
| Auto patron load for UC. | Begin 4/1/06 assuming campus is ready. | Jamie, Dave K. |
| Patron loaders and notices for BS. | Begin 4/15/05 assuming campus is ready. | Jamie, programmer |
| Auto patron load for CP. | Begin 5/1/06 assuming campus is ready. | Jamie, Dave K. |
| | | |
| Possible migration to Aleph 17/18. | 4/15/06-1/15/07 | Everyone |
| | | |
| [Move to FY07] MetaLib 3.14 implementation. | Awaiting EL schedule | E-Content, Dave K. |
| [Move to FY07] Explore FEDORA as a possible tool for consortial digital library projects. | Explore options for FEDORA architecture to support consortial digital library projects (possibly more adaptable than DigiTool, but requires development) | Ben, Paul |
| Things Completed/Resolved | Brief Status | Staff Assigned |
|---|
| EDI invoicing, one vendor for SU. | Completed 7/1/05 | Yalan, Dave K. |
| Storage Area Network (SAN) redundant switch added for additional layer of production fault tolerance and more disk space. | Ordered July, equipment received September, install February. Redundant switch installed. | Hans |
| Sfx version 3. Maintenance upgrade with new features. | Completed 8/1/05 | E-Content Team, Dave K. |
| Email notices (some) for CP. | Completed 8/25/05 | Jamie, Hans |
| Email notices for SU. | Completed 8/30/05 | Jamie, Hans |
| USMAI patron format for UC. | Completed 9/15/05. | Jamie, Hans |
| MOSS (Moravia Off-Site Shelving) software adaptation. | Completed 9/26/05. Need to revise current management program to facilitate and support the move of Moravia materials to a new facility and the renumbering of the bins 9/30/05 | Hans |
| Email notices (some) for TU. | Completed 9/30/05 | Jamie, Hans |
| Aleph version upgrade. | Must discuss scheduling and viability, version compatibility among integrated EL products (e.g., Aleph and Verde), ITD draft white paper on issues for discussion at the November CLD meeting (done), continue discussions as needed and plan accordingly. Discussion begun. Decision made to migrate to v 17 and immediately to v 18 by 1/15/07. | CLD, Aleph Team, ITD Managers |
| Find It in the OPAC. | Soft release of FindIt in the catalog January 27, 2006. | ERIC II |
| Spine labels. | Program for simple needs completed, writing documentation. Completed 10/1/05. | Campus Contacts |
| UM College of Information Studies collection and staff integration. | Merging of collection and staff into McKeldin Library (database location flipping aspects) 10/1/05-2/1/06 (Completed 10/31/05) | ITD |
| Select, get approval, and implement an Electronic Resource Management system. | Review product availabilities in ERM Report, match to identified requirements, and prepare report with recommendation to CLD 8/15/05-10/10/05, get CLD approval 10/10/05-10/31/05, procure and begin implementation of ERM system 11/1/05-5/1/06 Decision made, Verde installed in test. | ERMTG , E-Content Team, Dave K. |
| Patron loader for ES. | Begin 10/1/05 assuming campus is ready Completed 11/1/05. | Jamie, Hans |
| Google Scholar integration. | Investigate, discuss, evaluate, begin 10/1/05 Discussion begun. Completed 1/16/06. | CLD, E-Collections TG, Public Services staff from campuses, User Interface TG |
| 3M Self-Check for BC. | On hold for BC firewall issues. Resolved (11/1/05). | Jean, Jamie and Tina. |
| MetaLib 3.13 implementation | Completed 11/1/05. | E-Content, Dave K. |
| Survey and report on E-Reserves options currently in use across USMAI. | Begin 11/1/05, Completed 1/12/06, presented to CLD Exec 2/16/06. | CLD Exec, RSTG, ITD |
| Shibboleth. | Working actively with Ex Libris, further experimentation and demonstration 11/15/05-3/1/06, evaluation and reporting 4/1/06-5/1/06. Completed 2/10/06. | Jean, Dave K., Tom, E-Content Team, E-Collections TG, AASTG |