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 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)
CommunicationsUpdate Rosemont Alliance website as needed.OngoingJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate guidelines for onboarding new governance committee representatives.In processJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate solutions for streamlining communication.In processJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc.OngoingOps 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.On hold pending CDL/CRL/HT collaborationAlison 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 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 librariesOn hold pending Last Copy Initiative workMark 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.OngoingSusan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLOngoingJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
CommunicationsUpdate Rosemont Alliance website as needed.OngoingJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate guidelines for onboarding new governance committee representatives.In processJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate solutions for streamlining communication.In processJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc.OngoingOps 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.On hold pending CDL/CRL/HT collaborationAlison 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 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.In processMark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage PartnersIdentify and Engage with Storage Partner librariesOn hold pending Last Copy Initiative workMark 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.OngoingSusan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLOngoingJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
CommunicationsUpdate Rosemont Alliance website as needed.CompleteJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate guidelines for onboarding new governance committee representatives.CompleteJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate solutions for streamlining communication.CompleteJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc.OngoingOps Chairperson(s)

Jan-Feb-March 2020

Strategic DirectionTaskProgressWorking Group
*C = Convener
Collection Growth: New TitlesProvide updated title counts by each program (for PAN meeting)CompleteMatthew Revitt (EAST) - C Anna Striker (WEST) Cheryle Cole-Bennett (ASERL/ST) Tabby Pursley (FLARE) Rebecca Crist (BTAA)
Collection Growth: Last Copy AgreementRatify Last Copy AgreementIn processJohn 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 copiesIn processJohn 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.On hold pending CDL/CRL/HT collaborationAlison 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 GuidelinesCompleteSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST) Lars Meyer (ASERL/ST)
Shared Policies: ValidationDraft common volume-level ValidationCompleteSara Amato (EAST) - C Rebecca Crist (BTAA) Alison Wohlers (WEST) Lars Meyer (ASERL/ST)
Collection Growth: Last Copy InitiativeIdentify data source for Last Copy Initiative ReportCompleteCheryle Cole-Bennett (ASERL/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Sara Amato (EAST) Anna Striker (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.In processMark Jacobs (WRLC/ST) - C Alison Wohlers (WEST) Matthew Revitt (EAST) Tabby Pursley (FLARE)
Storage PartnersIdentify and Engage with Storage Partner librariesOn hold pending Last Copy Initiative workMark 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.OngoingSusan Stearns (EAST) - C Mark Jacobs (WRLC/ST) Peggy Seiden (EAST - Executive Committee)
Engagement with other programsCRLOngoingJohn Burger (ASERL/ST) - C Mark Jacobs (WRLC/ST) Alison Wohlers (WEST) Susan Stearns (EAST)
CommunicationsUpdate Rosemont Alliance website as needed.OngoingJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate guidelines for onboarding new governance committee representatives.In processJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
CommunicationsInvestigate solutions for streamlining communication.In processJohn Burger (ASERL/ST) - C Susan Stearns (EAST) Ben Walker (FLARE) Anna Striker (WEST) Aaron Krebeck (WRLC/ST)
AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc.OngoingOps Chairperson(s)

Oct-Nov-Dec 2019

Strategic DirectionTaskProgressWorking Group
*C = Convener
Collection Growth: New TitlesEach program outlines its multi-year plan for new title contributions. Anticipates a DSS tool/system. Dependency phased approach.CompleteMatthew (C) Alison Cheryle Rebecca
Collection Growth: Last Copy AgreementWrite & ratify Last Copy Agreement (respond to feedback from ExecCo)In ProcessJohn (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.CompleteAlison (C) Cheryle Sara Rebecca Tabby
Communication and AdministrationExec Co review Participation requests.December 11, 2019 | Washington,  DCOps Chairperson(s)
Communication and AdministrationConduct / Support Exec Co meetingDecember 11, 2019 | Washington, DCFull Cmte
Communication and AdministrationOngoing/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 DirectionTaskProgressWorking Group
*C = Convener
Collection Growth: New TitlesEach program outlines its multi-year plan for new title contributions. Anticipates a DSS tool/system. Dependency phased approach. Continues to next quarter.CompleteMatthew (C) Alison Cheryle Rebecca
Collection Growth: Last Copy AgreementWrite & ratify Last Copy Agreement (respond to feedback from ExecCo)In ProcessJohn (C) Susan Ben Mark Matthew
Storage PartnersDevelop guidelines for donation/transfer of materials/last copiesIn ProcessKim (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.CompleteAlison (C) Cheryle Sara Rebecca Tabby
Shared Policies: MetadataDraft common Metadata Guidelines (partner w/ Partnership for Shared Book Collections?)In ProcessSara (C) Alison
Shared Policies: ValidationDraft common volume-level Validation Guidelines (partner w/ Partnership for Shared Book Collections?)In ProcessSara (C) Rebecca/Kim Alison
Engagement with other programsEngage with Exec Co to determine how RSPA and PSBC will interactPendingSusan (C) Peggy S Mark
Communication and AdministrationDetermine date & location for Exec Co MeetingDecember 11, 2019 | Washington, DCOps Chairperson(s)
Communication and AdministrationOngoing/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 DirectionTaskProgressWorking Group
*C = Convener
Collection Growth: New TitlesEstablish basis for measuring growth (identify space used to expose & track titles, required data elements, and measurement for tracking growth)In ProcessBen (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 ProcessRebecca (C) Alison Cheryle Sara Tabby
Communication and AdministrationOngoing/As-needed: Outreach / communicate with participating libraries & other programs on new activities, milestones, progress, etc. Update RSPA website as needed.OngoingChairperson(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)