Road Map

 

2017-2021 Roadmap

  • This RoadMAP outlines the implementation timeline for achieving the strategic directions outlined in the Program Statement.
  • The RoadMAP is intended to guide governance committees and participating institutions 
  • In particular, the the chairs of committees use this to guide activities throughout the year for their terms of service to facilitate continuity of actions and direction from one chair to the next
  • Updates are made by and ratified by governance committees as implementation progresses and in tandem with changes to the Strategic Directions, as appropriate

Strategic Direction/Activity

Participant(s)

Due Date

Collection Growth: 100,000 new titles

1. Define new titles and basis for measuring growth

 

July-Sept 2017

2. Address whether dual commitments (regional/cross regional) [if yes, address retention period, Archive Holder withdrawl]

 

July-Sept 2017

3. Define relative priority new titles, additional copies

 

July-Sept 2017

4. Each program outlines its multi-year plan for new title contributions, describes approach to accomplish goals

 

Jan-March 2018

5. New Titles Retained

 

Annually beginning July 2018

Collection Growth: 3 copies

1. Define additional copies and basis for measuring growth in # copies

 

July-Sept 2017

2. Outline implications/benefits of pursuing 3 copies

 

July-Sept 2017

3. Each program outlines its multi-year plan for additional copy  contributions, describes approach to accomplish goals

 

Jan-March 2018

4. Additional Copies Retained

 

Annually beginning July 2018

Collection Growth: Last Copy Policy/Agreement

1. Environmental scan

 

April-June 2017

2. Write policy

 

Oct -Dec 2017

Collection Growth: Last Copy Initiative

1. define scope of report, identify candidate storage facilities

 

Oct -Dec 2017

2. determine a source for a report (SCS, OCLC Research, or OCLC Shared Print Manager) 

 

Oct -Dec 2017

3. benefits statement for securing last copies

with CRL?

Oct -Dec 2017

4. Engage retention partners

 

Begin Jan-March 2018

5. Last copies retained

 

Annually beginning July 2018

Shared Policies: Common Metadata Standard for Retention and Preservation Action Disclosure

1. Review existing policies

 

Jan-March 2018

2. Define scope and intent of shared policy

 

April-June 2018

3. Define where commitments originate, where metadata flows, batch updates

 

April-June 2018

4. Define preservation actions to be recorded (required/optional) - tie in w/validation guidelines

 

April-June 2018

5. Define OCLC symbol strategy and expectations for updating for LHRs when locations change

 

April-June 2018

6. Write policy

 

Oct -Dec 2018

7. Develop transition plan for and implement with Archive Holders

 

Oct -Dec 2019

Shared Policies: Volume Level Validation Guidelines

1. Review existing guidelines

 

July-Sept 2018

2. Define scope and intent of policy

 

July-Sept 2018

3. Define backfiles; expected outcomes of volume level validation

 

July-Sept 2018

4. Define completeness and condition problems and expected actions

 

July-Sept 2018

5. Write policy

 

Oct -Dec 2018

6. Develop transition plan for and implement with institutions that perform validation

 

Jan-Mar 2019
Oct -Dec 2019

Shared Policies: Common Access Guidelines

1. Review access guidelines 

 

Jan-June 2020

2. Define scope and intent of shared guideilnes

 

Jan-June 2020

3. Define high level document delivery and physical delivery expectations

 

Jan-June 2020

4. Assess WorldCat resource sharing capability or other for Shared Print

 

April-Sept 2020

5. Write policy

 

July 2020-March 2021

6. Write guidelines for implementing in resource sharing capability

 

Jan-June 2021

7. Engage borrowing/lending libraries

 

Jan-June 2021
Reports due July-Dec 2022

Shared Policies: Gap Filling Guidelines and Common Expectations

1. Review gap filling approaches and supporting policies

 

Jan-June 2020

2. Define scope and intent of guideilnes

 

Jan-June 2020

3. Identify reporting, decision-support capabilities, contribution guidelines

 

April -Dec 2020

4. Write policy

 

July-Dec 2020
Ratify Jan-March 2021

5. Engage libraries and assess

 

Jan-June 2021

Participation Model and Engagement with Other SP Programs

1. Define Executive and Operations Councils, appoint members

 

Jan-June 2017

2. Elections/appointments

 

Annually beginning January 2017

3. Criteria and strategy for new SP programs

 

Oct -Dec 2017

4. Webinars, info sessions other programs/institutions

 

Bi-Annually beginning January 2018

5. Onboarding programs

 

Program 1: January 2019

Program 2: January 2021

6. CRL engagement

 

Bi-Annually beginning January 2017

Communications and Administration

1. Meetings - Set annual schedule for all committees

Chair

Annually beginning January 2017

2. Website creation and updates

WRLC

Bi-Annually beginning January 2017

3. Logo and branding (Word, PPT templates)

WRLC

Jan-June 2017

4. Wiki and email lists management

 

April-June 2017

5. PAN updates and other

 

Annually beginning April 2017

6. Documents management

 

April-June 2017

Engagement with Sustainable Collection Services

1.Develop engagement plan with SCS

 

Jan-Sept 2017

View Roadmap (.xlsx file)