Unmediated Borrowing from Outside Institutions (URSA)
Timeline
Task
Assigned to
Refer to
Target Date
Date Completed
Make Recommendation on whom to partner with
Team
PSLG
7-Dec
15-Nov
Investigate current activity and performance of each group
Howard
completed
27-Sep
Investigate policies of each group
Team
completed
27-Sep
Collect data: current MIT ILL activity
Christine
completed
27-Sep
Collect data: Harvard + BLC direct borrowing
Pat
completed
8-Sep
Investigate costs and benefits associated with each group
Christine
15-Oct
15-Oct
Provide analysis of polices and procedures affected
Team
15-Oct
1-Nov
Recommend changes to policies and procedures (as needed)
Lacy and Pat
ASG, ISG
15-Oct
7-Dec
Identify internal polices and procedures
Lacy
15-Oct
15-Oct
Investigate policies at other institutions
Lacy
completed
20-Sep
Identify conflicts
Lacy
ASG, ISG
15-Oct
15-Oct
Investigate work flows and staffing models at other institutions
Pat
31-Oct
8-Nov
Describe staffing models and options
Pat and Team
15-Nov
15-Nov
Identify staffing costs
Team
15-Nov
in process
Identify technical, logistical, and other cost challenges
Rich and Team
15-Oct
15-Nov
Test URSA and Aleph interoperability
Rich
STS
2-Nov
Sirsi/Dynix has been contacted, Boston College will be the first Aleph 18/ URSA 4 test site
Investigate authentication options
Rich
STS
2-Nov
Still in process, implementation team will need to investigate
Learn about URSA interface and customization options
Rich
STS
2-Nov
2-Nov
Collect info about how other institutions promote and link to URSA from catalog and library web sites, share with UIG
Rich and Team
UIG
2-Nov
2-Nov
Contact vendors and support contacts at other institutions
Rich
UIG
12-Oct
8-Nov
Identify non-staff costs
Christine
12-Oct
8-Nov
Investigate URSA interoperability with ILLiad
Christine
completed
21-Sept
Investigate URSA interoperability with SFX
Rich
12-Oct
7-Dec
Contact networks to learn about governance, costs, and network wide policies
Howard and Team
completed
27-Sept
Schedule site visits/interviews with participating institution(s) similar to MIT to learn about policies, procedures, and challenges
Team
12-Oct
12-Oct
Prepare interview questions
Team
completed
15-Sep
Complete site visits/conversations with participating institution(s)
Team
31-Oct
8-Nov
Update PSLG about project, collect feedback on progress
Team
PSLG
15-Nov
12-Oct, 9-Nov
Share project info with other library staff via brown bag or other meetings
Team
2-Nov
URSA team gave presentation during All Public Services staff meeting 30-Nov.
Submit project report to PSLG
Team
PSLG
7-Dec
7-Dec