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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
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 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