Task Force Schedule

Last Update - 5/4/16 (JS)


Workflow revision process


Charting Current Workflow - Acquisition initiation to Access Request

  • 3/16 New recurring resources (database). Deb will start from receipt of ORF through cataloging request.

  • 3/23 Renewals (databases) -  Maris to attend meeting

    • Deb will start from point of renewal receipt to renewal decision, including cancellation scenario.

    • Jane and Maris will give a background on their review process (trials, evaluations, desiderata lists, statistics, faculty and librarian input, archiving data)

  • Journal workflows (Acquisitions will finalize this part)

    • 3/30 EJ Packages. Jessica/Deb/Anne and Jane. Acquisitions to renewal. Review posted workflow document. Create a flowchart?

    • 4/13 EJ single journals Jessica/Deb/Anne. Acquisitions to renewal. Review posted workflow document.


Charting Current Workflow - Completion of acquisition/renewal to Access

  • Week of 4/20 Ebooks. Cataloging and Serials Solutions procedures (Teo, Jane and Ethan).

  • 4/27 Databases. Cataloging and Serials Solutions procedures. Teo presents on Serials Solutions

  • 5/4 Access to Serials Titles from KBART in ALEPH (Ethan)

  • 5/11 E-resources access procedures Serials Solutions procedures (Jane)




Other scenarios to be incorporated


  • Other funding sources (impacting change to process)

    • BCL - Broward County Library (FAU’s architecture program is here)

      • Broward has the invoice and pays for it - but it’s set up on our IP

      • Leah is the Ft. Lauderdale campus liaison. Jane is intermediary between BCL acquisitions, vendors and Leah (as selector)

      • Leah selects, sends orders to BCL, Jane does licensing and access. Jane forwards invoices and access information to Boca Acquisitions

    • FLVC

      • Electronic Resources Collection funded by state

      • Jane is liasion

    • Jupiter

      • Jupiter budget code

      • Ethan Allen sends orders to Acquisitions

      • E-resources does licensing and access

    • HBOI

      • Jupiter budget code

      • Ethan Allen sends orders to Acquisitions

      • E-resources (ER)  does licensing and access

    • Tech Fee

      • Budget is managed by Beth Lynch

      • Collection Development (CD)  and ER select and submit proposals (to Systems)

      • CD and ER get quotes and information from vendors

      • Beth pays vendors

      • ER sets up access and licensing

      • Forwards invoices and content information to Acquisitions.

    • Foundation

      • Budget is managed by Beth Lynch

      • Selection usually confirmed by Dean

      • CD gets quotes and information from vendors

      • Beth pays vendors

      • ER sets up access and licensing

      • Forwards invoices and content information to Acquisitions

    • OTHER??

  • Other Purchasing models

    • Streaming Videos

    • PDA titles
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