Project Task List

 

2017-2021 Project Development Task List

  • This Task List outlines the implementation timeline for achieving the strategic directions outlined in the Program Statement.
  • The Task List guides governance committees and program working groups’ activities to facilitate continuity of actions and direction.
  • Updates are made by and ratified by governance committees as implementation progresses and in tandem with changes to the Strategic Directions, as appropriate.

Jan-Feb-March 2020

Strategic DirectionTaskProgressWorking Group
*C = Convener
Collection Growth: New TitlesProvide updated title counts by each program (for PAN meeting)Matthew Revitt (EAST) - C Anna Striker (WEST) Cheryle Cole-Bennett (ASERL/ST) Tabby Pursley (FLARE) Rebecca Crist (BTAA)
Collection Growth: Last Copy AgreementRatify Last Copy AgreementJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Rebecca Crist (BTAA)
Storage PartnersRatify guidelines for donation/transfer of materials/last copiesJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Rebecca Crist (BTAA)
DSS ToolsLong term: Develop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs.Alison Wohlers (WEST) - C Cheryle Cole-Bennett (ASERL/ST) Sara Amato (EAST) Rebecca Crist (BTAA) Tabby Pursley (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Shared Policies: MetadataDraft common Metadata GuidelinesSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST) Lars Meyer (ASERL/ST)
Shared Policies: ValidationDraft common volume-level ValidationSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST) Lars Meyer (ASERL/ST)
Collection Growth: Last Copy InitiativeIdentify data source for Last Copy Initiative ReportCheryle Cole-Bennett (ASERL/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST
Collection Growth: Last Copy InitiativeInvestigate a narrow project focused on identifying and securing retention commitments for last/scarce copies. Develop implementation plan for securing retention locations for last copies.Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage PartnersIdentify and Engage with Storage Partner librariesMark Jacobs (WRLC/ST) - C Ailson Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programsContinue to partner with Partnership for Shared Book Collections on advocacy and developing best practices. Discussions about the structure of the formal relationship between the two organizations is ongoing.Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
CommunicationsUpdate Rosemont Alliance website as needed. Investigate guidelines for onboarding new governance committee representatives. Investigate solutions for streamlining communication.John Burger (ST) Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST)
Communication and AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc.Ops Chairperson(s)

Apr-May-June 2020

Strategic DirectionTaskProgressWorking Group
*C = Convener
DSS ToolsDevelop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs.Alison Wohlers (WEST) - C Cheryle Cole-Bennett (ASERL/ST) Sara Amato (EAST) Rebecca Crist (BTAA) Tabby Pursley (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Shared Policies: MetadataBest practices/guidance - Metadata GuidelinesSara Amato (EAST) - C Alison Wohlers (WEST)
Shared Policies: ValidationBest practices/guidance - common volume-level Validation GuidelinesSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST)
Collection Growth: Last Copy InitiativeInvestigate a narrow project focused on identifying and securing retention commitments for last/scarce copies. Develop implementation plan for securing retention locations for last copies.Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage PartnersIdentify and Engage with Storage Partner librariesMark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programsContinue to partner with Partnership for Shared Book Collections on advocacy and developing best practices. Discussions about the structure of the formal relationship between the two organizations is ongoing.Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communication and AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update Rosemont Alliance website as needed. Investigate guidelines for onboarding new governance committee representatives. Investigate solutions for streamlining communication.Ops Chairperson(s)

Jul-Aug-Sept 2020

Strategic DirectionTaskProgressWorking Group
*C = Convener
DSS ToolsDevelop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs.Alison Wohlers (WEST) - C Cheryle Cole-Bennett (ASERL/ST) Sara Amato (EAST) Rebecca Crist (BTAA) Tabby Pursley (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Shared Policies: MetadataDraft common Metadata GuidelinesSara Amato (EAST) - C Alison Wohlers (WEST)
Shared Policies: ValidationDraft common volume-level Validation GuidelinesSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST)
Collection Growth: Last Copy InitiativeInvestigate a narrow project focused on identifying and securing retention commitments for last/scarce copies. Develop implementation plan for securing retention locations for last copies.Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage PartnersIdentify and Engage with Storage Partner librariesMark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programsContinue to partner with Partnership for Shared Book Collections on advocacy and developing best practices. Discussions about the structure of the formal relationship between the two organizations is ongoing.Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communication and AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update Rosemont Alliance website as needed. Investigate guidelines for onboarding new governance committee representatives. Investigate solutions for streamlining communication.John Burger (ASERL/ST) Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST)

Oct-Nov-Dec 2020

Strategic DirectionTaskProgressWorking Group
*C = Convener
DSS ToolsLong term: Develop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs.Alison Wohlers (WEST) - C Cheryle Cole-Bennett (ASERL/ST) Sara Amato (EAST) Rebecca Crist (BTAA) Tabby Pursley (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Shared Policies: MetadataDraft common Metadata GuidelinesSara Amato (EAST) - C Alison Wohlers (WEST)
Shared Policies: ValidationDraft common volume-level Validation GuidelinesSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST)
Collection Growth: Last Copy InitiativeDevelop implementation plan for securing retention locations for last copies.Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage PartnersIdentify and Engage with Storage Partner librariesMark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programsContinue to partner with Partnership for Shared Book Collections on advocacy and developing best practices. Discussions about the structure of the formal relationship between the two organizations is ongoing.Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communication and AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update Rosemont Alliance website as needed. Investigate guidelines for onboarding new governance committee representatives. Investigate solutions for streamlining communication, possibly form a working group to take up this question and develop guidelines.Ops Chairperson(s)

Jan-Feb-March 2019

Strategic DirectionTaskProgressWorking Group
*C = Convener
Collection Growth: New TitlesInvestigate how titles are identified & selected, exposed, and tracked across shared print programsCompleteCheryle (C) Alison Matthew Rebecca
Collection Growth: New TitlesDefine ‘new titles’ (multi-tiered approach that balances priority between new titles, additional & last copies, and gap filling)CompleteAlison (C) Cheryle Susan
Collection Growth: New TitlesProvide updated title counts by each program (for PAN meeting)Complete Link to January PAN Update: https://bit.ly/2DZ4DnU
Shared Policies: Reciprocal RetentionIncorporate Reciprocal Retention Agreement into Rosemont DocumentationComplete
Monitor the development of, and advocate for, improved infrastructure for shared printMonitor the OCLC/CRL joint grant to improve infrastructure for shared print - Formulate a plan to ensure that Rosemont maintains input on these developments.In processSara (C)
Engagement with other programsEstablish Participation Model/Criteria for Rosemont participationComplete Link to RSPA website: https://bit.ly/2SAtskh
Shared Policies: AccessAssess resource sharing and statistical data collection capabilities for shared print (GAC/RapidILL)In processCheryle (C) Matthew Tabby
Communication and AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other shared print programs on new activities, milestones, progress, etc. Update RSPA website as needed.OngoingMei (C) Chairperson(s)