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?
From Kate Howe:
"I have priced out RM and Counter for you with a 20% discount for the bundle:
Counter: 10,450/year plus onetime set up 688
RM: 11,693/year plus one time set up $1969 (includes data population services) and a onetime consultation fee of $3990"
I am still working on the upgrade fee for the consortia part of RM for you and Columbia and will forward to you as soon as I have it.
For consortial:
I am so sorry about this delay (Joyce – got your vm today). I was on vacation for two weeks and am just returning. I checked with Ashley on your notes below and her comments are below. If this makes sense to you, we can set up the pilot project. To do that, we would want Cornell to subscribe to RM with the pricing that I sent Jesse earlier and then we would ask for an "upcharge" for the consortial version. Standard pricing is about 20k for you all but since this is a pilot (and you all are good PQ customers), we can cut that to 8K for the year of the pilot and see how it goes. There is also an implementation fee of $2,000 and a consulting fee of $3995. We can create a statement of work to be sure we are aware of what the implementation looks like. This will allow you to take time to work on the project without limitations and see how it works for you.
Let me know if this is the direction you are thinking of going and we will keep working on it.
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?
Questions from ERNIE:
360 COUNTER -
- How migratable is data and admin info to another system?
- flaws of COUNTER - title changes, ceased publication, others - Does 360 COUNTER help?