Previous Project Task Lists

For the current Project Task List see 2021 Project Task List

2019-2020 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.
Oct-Nov-Dec 2020
Strategic Direction Task Progress Working Group (*C = Convener)
DSS Tools Long 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: Metadata Draft common Metadata Guidelines Sara Amato (EAST) - C Alison Wohlers (WEST)
Shared Policies: Validation Draft common volume-level Validation Guidelines Sara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST)
Collection Growth: Last Copy Initiative 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 Partners Identify and Engage with Storage Partner libraries Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programs Continue 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 programs CRL John Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communications Update Rosemont Alliance website as needed. Ongoing John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate guidelines for onboarding new governance committee representatives. In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate solutions for streamlining communication. In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Ongoing Ops Chairperson(s)
Jul-Aug-Sept 2020
Strategic Direction Task Progress Working Group (*C = Convener)
DSS Tools Develop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs. On hold pending CDL/CRL/HT collaboration 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)
Collection Growth: Last Copy Initiative Investigate 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 Partners Identify and Engage with Storage Partner libraries On hold pending Last Copy Initiative work Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programs Continue 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. Ongoing Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programs CRL Ongoing John Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communications Update Rosemont Alliance website as needed. Ongoing John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate guidelines for onboarding new governance committee representatives. In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate solutions for streamlining communication. In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Ongoing Ops Chairperson(s)
Apr-May-June 2020
Strategic Direction Task Progress Working Group (*C = Convener)
DSS Tools Develop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs. On hold pending CDL/CRL/HT collaboration 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)
Collection Growth: Last Copy Initiative Investigate a narrow project focused on identifying and securing retention commitments for last/scarce copies. Develop implementation plan for securing retention locations for last copies. In process Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage Partners Identify and Engage with Storage Partner libraries On hold pending Last Copy Initiative work Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programs Continue 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. Ongoing Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programs CRL Ongoing John Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communications Update Rosemont Alliance website as needed. Complete John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate guidelines for onboarding new governance committee representatives. Complete John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate solutions for streamlining communication. Complete John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Ongoing Ops Chairperson(s)
Jan-Feb-March 2020
Strategic Direction Task Progress Working Group (*C = Convener)
Collection Growth: New Titles Provide updated title counts by each program (for PAN meeting) Complete Matthew Revitt (EAST) - C Anna Striker (WEST) Cheryle Cole-Bennett (ASERL/ST) Tabby Pursley (FLARE) Rebecca Crist (BTAA)
Collection Growth: Last Copy Agreement Ratify Last Copy Agreement In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Rebecca Crist (BTAA)
Storage Partners Ratify guidelines for donation/transfer of materials/last copies In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Rebecca Crist (BTAA)
DSS Tools Long term: Develop a more robust tool (with grant funding and through collaboration with other organizations) capable of supporting a wide variety of needs. On hold pending CDL/CRL/HT collaboration 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: Metadata Draft common Metadata Guidelines Complete Sara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST) Lars Meyer (ASERL/ST)
Shared Policies: Validation Draft common volume-level Validation Complete Sara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST) Lars Meyer (ASERL/ST)
Collection Growth: Last Copy Initiative Identify data source for Last Copy Initiative Report Complete Cheryle Cole-Bennett (ASERL/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Sara Amato (EAST) Anna Striker (WEST)
Collection Growth: Last Copy Initiative Investigate a narrow project focused on identifying and securing retention commitments for last/scarce copies. Develop implementation plan for securing retention locations for last copies. In process Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage Partners Identify and Engage with Storage Partner libraries On hold pending Last Copy Initiative work Mark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Ben Walker (FLARE) Susan Stearns (EAST)
Engagement with other programs Continue 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. Ongoing Susan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programs CRL Ongoing John Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
Communications Update Rosemont Alliance website as needed. Ongoing John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate guidelines for onboarding new governance committee representatives. In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Communications Investigate solutions for streamlining communication. In process John Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Ongoing Ops Chairperson(s)
Oct-Nov-Dec 2019
Strategic Direction Task Progress Working Group (*C = Convener)
Collection Growth: New Titles Each program outlines its multi-year plan for new title contributions. Anticipates a DSS tool/system. Dependency phased approach. Complete Matthew (C) Alison Cheryle Rebecca
Collection Growth: Last Copy Agreement Write & ratify Last Copy Agreement (respond to feedback from ExecCo) In Process John (C) Susan Ben Mark Matthew
DSS Tools [Business case] The Exec Co will review proposals, advocate for, advise on and formulate recommendations for a financial model to support journal decision tools and services. Complete Alison (C) Cheryle Sara Rebecca Tabby
Communication and Administration Exec Co review Participation requests. December 11, 2019 | Washington,  DC Ops Chairperson(s)
Communication and Administration Conduct / Support Exec Co meeting December 11, 2019 | Washington, DC Full Cmte
Communication and Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update RSPA website as needed. Ops Chairperson(s)
July-August-Sept 2019
Strategic Direction Task Progress Working Group (*C = Convener)
Collection Growth: New Titles Each program outlines its multi-year plan for new title contributions. Anticipates a DSS tool/system. Dependency phased approach. Continues to next quarter. Complete Matthew (C) Alison Cheryle Rebecca
Collection Growth: Last Copy Agreement Write & ratify Last Copy Agreement (respond to feedback from ExecCo) In Process John (C) Susan Ben Mark Matthew
Storage Partners Develop guidelines for donation/transfer of materials/last copies In Process Kim (C) Sara
DSS Tools - Establish minimum requirements for input data for DSS tool; - Consider business cases for potential workflows for DSS tool; and - Establish business plan for DSS tool. Complete Alison (C) Cheryle Sara Rebecca Tabby
Shared Policies: Metadata Draft common Metadata Guidelines (partner w/ Partnership for Shared Book Collections?) In Process Sara (C) Alison
Shared Policies: Validation Draft common volume-level Validation Guidelines (partner w/ Partnership for Shared Book Collections?) In Process Sara (C) Rebecca/Kim Alison
Engagement with other programs Engage with Exec Co to determine how RSPA and PSBC will interact Pending Susan (C) Peggy S Mark
Communication and Administration Determine date & location for Exec Co Meeting December 11, 2019 | Washington, DC Ops Chairperson(s)
Communication and Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update RSPA website as needed. Ops Chairperson(s)
April-May-June 2019
Strategic Direction Task Progress Working Group (*C = Convener)
Collection Growth: New Titles Establish basis for measuring growth (identify space used to expose & track titles, required data elements, and measurement for tracking growth) In Process Ben (C) Alison Cheryle, Rebecca
DSS Tools [Functionality] - Develop functional requirements/workflows using existing capabilities (AGUA, JRNL, CRL, PAPR, Data Visualization, etc.); - Investigate gap analysis capabilities of existing software; and - Diagram dependencies, overlap, and potential to connect existing tools. In Process Rebecca (C) Alison Cheryle Sara Tabby
Communication and Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update RSPA website as needed. Ongoing Chairperson(s)
Jan-Feb-March 2019
Strategic Direction Task Progress Working Group (*C = Convener)
Collection Growth: New Titles Investigate how titles are identified & selected, exposed, and tracked across shared print programs Complete Cheryle (C) Alison Matthew Rebecca
Collection Growth: New Titles Define ‘new titles’ (multi-tiered approach that balances priority between new titles, additional & last copies, and gap filling) Complete Alison (C) Cheryle Susan
Collection Growth: New Titles Provide updated title counts by each program (for PAN meeting) Complete Link to January PAN Update: https://bit.ly/2DZ4DnU Ops
Shared Policies: Reciprocal Retention Incorporate Reciprocal Retention Agreement into Rosemont Documentation Complete Ops
Monitor the development of, and advocate for, improved infrastructure for shared print Monitor the OCLC/CRL joint grant to improve infrastructure for shared print - Formulate a plan to ensure that Rosemont maintains input on these developments. In process Sara (C)
Engagement with other programs Establish Participation Model/Criteria for Rosemont participation Complete Link to RSPA participation guidelines: https://bit.ly/3aInGHD Ops
Shared Policies: Access Assess resource sharing and statistical data collection capabilities for shared print (GAC/RapidILL) In process Cheryle (C) Matthew Tabby
Communication and Administration Ongoing/As-needed: Outreach / communicate with participating libraries & other shared print programs on new activities, milestones, progress, etc. Update RSPA website as needed. Ongoing Mei (C) Chairperson(s)