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) |