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Make a specific recommendation on whether to implement the Consortial Version of Serials Solutions at both institutions or hold off on integrating e-resource management and data migration until we have a shared LMS;

What do we need to know/estimate

Alma timeline

Cost - Cornell to switch to SerSol, additional cost for 2CUL consortial?  2 years?  3 years?

Implementation effort vs. how much effort might this save during Alma implementation

How ready is/will be Alma when it will be available and/or when we go live (Boston College?)

How does the consortial version affect workflow - can we activate a resource at both places.  Can we handle migrations simultaneously.

Is there a "migration" process for the consortial side?  i.e. how do we move Oxford Journals package from 2 separate entries to a "consortial"

Benefits

Allows some amount of standardization of records between 2CUL partners before moving to single LMS

Know what each other has. Common and different content - apples to same variety of apples.  This can be a building block for Coll Dev activities.

Mess of merging can be addressed in Ser Sol, making it cleaner in Alma.

Helps achieve Mellon Grant goals earlier

Costs/Risks

$ for licensing Serials Solutions system at Cornell and consortial for 2CUL

Cornell maintains database and ejournal discovery through III ERM.  These services would need to be replicated.

Scenarios

ASAP - put Serials Solutions system in place

If Alma available soon?  - Go "live" with e-resources before the rest? 

If Alma wont be available until ?????

Serials Solutions shortcomings

Speed of web based processes

Searching (same as Ser Sol KB)  needs contacts and other elements for searching

SerSol 360 RM implementation at Cornell:

What does this involve

Scripts for record loads - SerSol/Voyager/ERM others?  Google Scholar?  Pockets of vendor records, authentication levels - All Cornell vs. No Medical

Public interfaces - Database Names and eJournals - Some investigation happening in Cornell's Discovery & Access team to run Database search from Blacklight - need to bring in some license record information

Authentication - further investigation into how SerSol can handle nuanced permissions (no-med, all cornell, etc...) -

Migration work - offer of help from a temp position at Columbia - sounds delightful.

  • collections
  • cost data
  • usage?  into 360 COUNTER
  • vendor records/reps/admin data - which of these can be hidden/limited view?

Potential timeline -

  • Summer 2014
  • Consortial aspects TBA

Who to involve at Cornell:

  • Gary Branch (Batch processing) - scripts
  • Adam Chandler - KB
  • Chris Manly - III ERM hosting, scripts, possible authentication changes
  • Pete Hoyt - scripts, authentication
  • Discovery & Access - Blacklight for discovery
  • Bill/Jesse/Liisa/ e-resources unit  -workflows
  • Rich Entlich (Usage)
  • Public Services?  ILL? Reserves?
  • Selectors
  • CU-Med and Doha
  • Law

Timeline:

Draft proposal to group by January 6 (Jesse)

Proposal to TSI Steering Mid to end of

Decision by Early March? - dependent on process

Tentative - Call with SerSol

ALA - Meet with SerSol - Ashley, Kate, etc... - Joyce, Jesse, Possibly Jim, Xin, and or Bob.

III_ERM contract ends August/September

To include -

how does this apply to Mellon

how does this help 2CUL

 - pricing benefit for SerSol products?

how does this help Cornell?

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