Admin Planning Home

Projects Timeline: Profiles

Priorities

• Stabilize and optimize virtual library systems, including improving systems security
  • ​Coordiante/Sync with SVSU portal (SSO, etc.)
  • ​Goal 4. SVSU is financially robust, fosters sound business practices and is noted for operational excellence.
    • 2. Ensure the campus includes state-of-the-art facilities and infrastructure. 
• Prepare statistics and data specifically to improve funding decisions
  • ​Goal 4. SVSU is financially robust, fosters sound business practices and is noted for operational excellence.
    • 3. Create a culture that embraces operational efficiency, best practices and continuous quality improvement
• Produce content
  • Goal 1. SVSU delivers high quality academic programs that lead to student success, improved retention and enrollment stability
    • 5. Promote innovation and excellence in teaching and scholarly activities, achieving national and international recognition 
  • ​Goal 3. SVSU is widely known across Michigan as a sought-after institution of higher learning
    • 4. Strengthen and centralize external and internal communications. 
• Professional development
  • Goal 2. Our people, climate and culture transform lives.
    • 1. Create a culture for professional development. 

Projects

• ContentDM
  • Heather F.
    • Complete Follett Papers collection on ContentDM (Heather Fisher) - ETA 12/31/18
    • Initiate planning for Flying Melzoras collection when Follett collection is completed.
  • Matt A.
    • Move to have EZ-Proxy authentication to permit creation of restricted collections
  • Thom et al.
    • Initiate indexing of BOC and Interior at issue level
• Sierra
  • Move to hosted
    • ETA: earliest: August 2018, with semester breaks being fallback dates as circumstances permit
    • Need to coordinate with MCLS re: INNReach (MeLCat RS)
  • Move to rel.4.0 (Matt A.)
    • Cannot proceed until MCLS upgrades III Resource Sharing to rel.3.1 (DONE)
    • Earliest window: August?
    • Issues encountered with some early adopters (inventory functions (a few libraries), loan rules (in the case of one library))
      • We will monitor for stability before continuing.
  • Move from WAM to EZ-Proxy (OCLC product)
    • ETA: depending on if it makes sense to coordinate with going hosted, earliest would be July
    • Need to coordinate with MCLS re: INNReach (MeLCat RS)
  • Move to single sign on (SSO)
    • ETA: likely to coordinate with going hosted, or later
    • Work with IT (early planning in progress with Matt A., Larry E.)
      • COLD Sierra libraries have gone to SSO and so may help in our planning
    • Possibly need to coordinate with MCLS re: INNReach (MeLCat RS)
  • ​Clean up Sierra patron database (Thom)
    • Start in June, end in August
  • Move fines out of Sierra to Student Financial Accounting (Cashiers)
    • Start in August for implementation by fall?
    • Will need to run SQL reports to get fine level entries for each patron (Matt A.)
  • Implement Bundle Options
    • ​Cloud Backup Services ($800)
    • Review files - Initial 80 - for up to 2,500,000 records ($0)
• Other ILS modules/software
  • ecommerce (Matt A.)
    • *&%$)(*#)%^&(*$&%
  • EDS
  • FTF
• ILLiad
  • Move to Tipasa?
    • ETA: earliest December 2018, fallback during spring/summer 2019
    • Consult with Atlas re: continued support of ILLiad
  • Move to single sign on
    • ETA: likely to coordinate with move to Tipasa
      • COLD ILLiad libraries have gone to SSO and so may help in our planning​
  • Fix web registration
    • API?
  • Upgrade web forms
  • Fix OpenURL issues (Matt/Beth/Thom)
  • Clean up ILLiad patron database (Thom, Cynthia, Sharon)
    • Start in May, end in June
  • Coordinate ILLiad article requests with ERM and print/ejournal subscriptions (Thom, Gloria, Beth, Matt B.)
    • Work with Matt B. and Beth to design outcome
• Information consumption
  • Serials/Periodicals (Beth / Gloria / Thom)
    • Create master list of serials
      • Full text titles
        • Available in what databases (Beth?)
      • Print titles
      • Titles filled through ILL
      • Titles *not* filled through ILL
    • Determine price
      • Cost for e-subscription
      • Cost per article
        • Publisher
        • GetItNow
        • Reprints Desk
    • Determine consumption
      • Downloads
      • ILL requests
  • Monographs (Cynthia / Thom / US students)
    • Get core call numbers for ILL and MeLCat requests
    • Year of publication
    • Normalize call numbers?

Long term considerations

• Replacement of ILS (Sierra/III)
  • Earliest realistic initial planning: summer 2022

Outstanding questions

• What to do with local Sierra server once we go hosted
  • We will own the server.  Do we set up Linux box for OER?

Timeline Calendar

Summer 2018

• June
  • Move e-journals licensed for resource sharing into OCLC holdings (Gloria, Beth, Thom)
    • Completion: in progress until done
  • Clean up Sierra patron database (Thom)
    • Completion: end of July
  • Clean up ILLiad patron database (Thom, Cynthia, Sharon)
    • Completion: end of July
• July
  • Upgrade Sierra to rel.4.0 (Matt A.)
  • Coordinate ILLiad article requests with ERM, print, e-journals (Thom, Gloria, Beth, Matt B.)
    • Completion: target is start of fall semester
• August
  • Move legacy fines, etc. from Sierra to Student Financial Accounting (Cashiers) (User Services, Anita)
  • Earliest transition to hosted Sierra
    • Fallback: December
  • Earliest transition from WAM authentication to EZ-Proxy (OCLC)
  • ContentDM authentication with EZ-Proxy (fallback is as circumstances permit)

Fall 2018

• September
• October
  • Make call as to whether to pursue Tipasa or stay with ILLiad
• November
• December
  • Earliest transition from ILLiad to Tipasa
  • Fallback transition to hosted Sierra
    • Fallback: May

Winter 2019

Spring 2019

• May
  • 2nd fallback transition to hosted Sierra
    • Window extends through August

Summer 2019

2020

2021

2022

• Earliest possible investigation of replacement for Sierra/III system (e.g., Folio)

Priority List

• Department
  • Move to Sierra hosted
  • Migrate to Sierra 4.x
• Beth [G&O AY2019 Initial : DONE]
  • Combine article consumption from downloads with ILL requests (by September)
• Crystal [G&O AY2019 Initial : DONE]
  • Assist in ILLiad patron database cleanup
  • Monitor public facing department pages and internal policies / procedures for accuracy and active links
  • Assist in cleaning up ILLiad web pages
• Cynthia
  • Add call number stems to MeLCat and ILLiad book requests (by September) (with assistance from US students)
• Gloria [G&O AY2019 Initial : DONE]
  • Create master list of periodicals (by September)
  • Research subscription and per article charges (by Thanksgiving)
• Heather F. [G&O AY2019 Initial : DONE]
  • Complete Follett cataloging
  • Initiate Flying Melzoras cataloging planning
• Heather H. [G&O AY2019 Initial : DONE]
  • Assist in preparing descriptions of Flying Melzoras realia
  • Purge designated records from Sierra patron database
• Matt [G&O AY2019 Initial : DONE]
  • Get ecommerce functional (ASAP)
  • Run Sierra SQL reports for individual patron fines (by August)
    • Investigate having all fines purged (III) (by September)
  • Prepare adoption of EZ-Proxy (by Thanksgiving)
    • ContentDM
    • Replacement for WAM
  • Investigate single sign on (by December)
• Sharon [G&O AY2019 Initial : DONE]
  • Parse BOC minutes and Interior
  • Develop understanding of Archives to function as public liaison
  • Assist in ILLiad patron DB cleanup
• Thom [G&O AY2019 Initial : DONE]
  • Clean up Sierra patron database (by August)
  • Clean up Sierra ILL libraries (by August)
  • Clean up ILLiad database (by September)
  • Clean up OpenURL pass through to ILLiad (by September) (with assistance from Matt, Beth)
  • Decision: ILLiad to Tipasa or stay with Atlas development (by Thanksgiving)
  • Add BOC minutes and Interior to ContentDM