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Team Leads: Jason Kovari (Cornell, chair), Melanie Wacker (Columbia)
Additional Team Members:  Robbie Robbie Blitz (Columbia), Steven Folsom (Cornell), Wendy Kozlowski (Cornell)
 
 
Compile an inventory of non-MARC metadata staffing and expertise at both institutions

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For more information on the staffing and expertise, see the full report: Expanded Section 1: non-MARC metadata staffing and expertise at both institutions
 
 
Examine and evaluate reporting and decision-making structures at both institutions
Administrative reporting structures and functional reporting structures vary significantly at the 2CUL institutions. Non-MARC metadata staff at each institution report administratively within their technical services units; however, functional reporting and decision-making structures vary on a project-level or initiative-level and rarely occur within technical services for the Metadata Librarians / Coordinator. For non-"Librarian" or non-"Coordinator" staff members, functional reporting and decision-making structures usually align with the Metadata Librarian / Coordinator overseeing the project.

For more information on reporting and decision-making structures, see the full report: Expanded Section 2: Reporting and decision-making structures at both institutions
 
 
Identify dependencies and limitations inherent in working with other functional areas at Columbia and Cornell, both within and beyond technical services
Non-MARC metadata projects at both 2CUL institutions have significant dependencies outside of their respective technical services departments, which closely align with the functional reporting structures described above. Limitations often entail technical support and development, including programming (both institutions) and desktop administrative rights (Columbia).

For more information on dependencies and limitations, see the full report: Expanded Section 3: Dependencies and limitations inherent in working with other functional areas at both institutions
 
 
Compile an inventory of all non-MARC metadata policies, practices and workflows at both institutions
Columbia has significantly more documentation of non-MARC policies, practices and workflows than does Cornell. At Columbia, metadata documentation is aggregated in various wikis; documentation include data dictionaries, mapping tables, OMEKA documentation, MODS documentation, etc. At Cornell, documentation focuses on VRA Core cataloging and Research Data and Management Service Group projects; most other projects have established workflows and practices but lack formalized documentation.

For more information on policies, practices and workflows, see the full report: Expanded Section 4: non-MARC metadata policies, practices and workflows at both institutions
 
 
Establish baseline productivity numbers for activities and projects at each institution to allow for future assessment of potential changes and development associated with 2CUL TSI.

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For more information on metrics, see the full report: Expanded Section 5: Baseline productivity numbers of activities and projects at both institutions
 
 
Recommendations regarding a work plan and critical issues to explore in Phase 2

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