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  1. Compile an inventory of batch processing staff and expertise at both Columbia and Cornell; compare current job assignments.
  2. Examine and evaluate reporting and decision-making structures at both institutions.
  3. Compile an inventory of all policies, practices, and workflows involving automated record loading, export, and maintenance activity at both institutions -- including which unit or department is responsible for which activities.
  4. Identify dependencies and limitations inherent in working with other functional areas at Columbia and Cornell, both within and beyond technical services and library systems.
  5. If possible, 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.

PHASE 2

The Originally, the aim of the second stage of TSI is was to begin the incremental integration of technical services workflows, practices, policies, and projects.  However, with the change in direction for TSI in June 2014, the revised aim of the second stage of TSI is to pursue those collaborative projects and alliances that are most promising with regard to quality, productivity, improvement, and innovation.  Based on the findings of the Batch Processing Working Group during Phase 1, this means:

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  • 12/05/13 - Phone call (Branch, Wilson)
  • 12/20/13 - Phone call (Branch, Wilson, Nadav-Manes)
  • 1/9/14 - Meeting (Bertchume, Ocken, Chong, Wilson)
  • 1/16/14 - Phone call (Branch, Wilson)
  • 1/24/14 - Phone call (Branch, Wilson)
  • 1/31/14 - Phone call (Branch, Wilson)
  • 2/26/14 - WebEx Cornell Batch Processing / OCLC project (Cornell Batch Processing ; Wilson)
  • 2/28/14 - Phone call (Branch, Wilson)
  • 3/7/14 - Phone call (Branch, Wilson, Nadav-Manes)
  • 3/13/14 - WebEx LS-Tools demo (Branch, Chandler, Hoyt, Arroyo; Bertchume, Ocken, Chong, Wilson)
  • 3/13/14 - Phone call (Branch, Wilson)
  • 4/9/14 - Meeting (Witte, Bertchume, Ocken, Wilson)
  • 4/11/14 - Phone Phone call (Branch, Wilson, Chandler)
  • 5/09/14 - Phone call (Branch, Wilson)
  • 6/13/14 - Phone call (Branch, Wilson)
  • 6/27/14 - Phone call (Branch, Wilson)
  • 7/1/14 - Meeting (Bertchume, Ocken, Wilson)

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