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Columbia and Cornell University Libraries order, process and pay for books, DVDs, microforms, and serial back issues from a multitude of vendors using various methods of acquisition.  Well over 40,000 items and several hundred thousand dollars' worth of material are ordered every year between the two institutions.

Charge:

The 2CUL TSI Monograph Ordering Working Group is charged with:

1.  Compiling an inventory of all policies, practices and workflows related to monograph ordering at both institutions, focusing initially on print items, but thereafter extending to the ordering of material in physical formats other than electronic resources and print serials.

2.  Familiarizing itself with the theory and practice of monograph ordering at both institutions;

3.  Identifying dependencies and limitations inherent in working with other functional areas in Columbia and Cornell technical services, as well as with other divisions (e.g. collection development, IT) at the two institutions;

4.  Reviewing policies, practices, and workflows related to monograph ordering at both institutions to identify points of harmony and points of discord;

5.  Establishing baseline productivity numbers for ordering processes and staffing at each institution to allow for future assessment of changes and development associated with 2CUL TSI.

6.    Working within the team and in concert with other functional groups, further examine points of discord to determine which differences are crucial to operations and quality service at each institution and which can be better harmonized to improve efficiency, service, and/or eliminate redundancies;

7.    Working within the team and in concert with other functional groups, propose, develop, and test consolidated workflows in Voyager or other systems, as appropriate;

8.    Observe the Operating Principles for Technical Services Integration.

Membership:

The group reports to the 2CUL Technical Services Integration Steering Committee.

The liaison to the 2CUL TSI committee will be Jim LeBlanc.

Appointments are for two-year terms and may be renewed.  There will be permanent and rotating members on the team.  Rotating members will be asked to supply input on documents, results and decisions relevant to their areas of expertise.  The team currently consists of the following members:

Members:

Pedro Arroyo (Cornell & permanent member)

Joan Jocson-Singh (Columbia & permanent member)

Matthew Pavlick (Columbia lead)

Lois Purcell (Cornell lead & chair)

Timeline:

  • Steps 1-5: January – July 2013, culminating in a brief report and possible recommendations.
  • Steps 6-7: August – December 2013.
  • Follow-up and ongoing development: January 2014 – June 2015.
Meeting Notes:
Identifying Dependencies & Limitations
Similarities & Differences
Phase I Report:
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