Acquisitions Working Group
Charge
The Acquisitions Working Group will focus on developing community guidance on the procurement workflows institutions will use to acquire content in the context of cooperative collections development. They will develop recommendations to guide the ordering, selecting, and licensing of materials and budget management, vendor selection, and records management workflows in a networked infrastructure.
Scope
Working regularly with other CCLIP working groups, the Acquisitions Working Group will examine CCLP user stories that focus on the process of acquiring materials in a cooperative environment. They will explore existing workflows for acquiring materials, as well as associated order processing workflows, licensing issues, budgetary management issues, and the data gathering and processing systems that support acquisition activities, discuss how these will be reimagined, and identify user needs and functionality gaps in a cross-institutional collaborative environment.
Reporting
Full Steering Committee
Rough timeline
Beginning January 2024 to December 2024
Related user stories
The Working Group will explore the acquisition process at scale in collaborative environments, including the data gathering process, order processing, and licensing issues faced by acquisitions staff. This exploration will focus in particular on how CCLP Acquisition-staff Personas engage with others, such as selectors, budget and legal staff, library managers, and publishing partners. These users need to engage with product availability data, collections specialist input, budget expectations, and legal issues surrounding the purchase and access of content. Once acquired, content then needs to be ingested into cataloging and assessment workflows and information shared across the collaborative environment.
Public outreach reports
Quarterly
Expected outputs
- Development of acquisitions workflows that support cooperative collections lifecycle activities at scale
- Guidance on processes for data gathering of product information, for expense tracking purposes, automation, license management, and exchange analytics among institutional partners
- Suggested model licensing language around multi-institutional digital content acquisition
- Provide input on relevant Recommended Functional requirements for prototype middleware related to acquisitions processes
- Recommendations for input on product availability data models or frameworks
- Recommendations for changes to any existing standards based on order processing protocols
- Input and feedback to Technical Prototype Development Team on acquisition process requirements
- Short written summaries of progress ready to be shared with SC and on project website (once a month)
Assessment / Data Analysis Working Group
Charge
The Assessment / Data Analysis Working Group will focus on developing community guidance on the assessment workflows that institutions will use to provide organizational feedback on the inputs and outputs necessary to implement collaborative collections lifecycle activities. Members will explore what sorts of assessment criteria will be desired and expected and sources of data generation, particularly across institutions, and will provide guidance on how these data may be aggregated and organized. They will also provide input on metadata requirements necessary to generate reports on key CCLP performance indicators as well as input to the Technical Development Lead Team on reporting requirements related to CCLP prototype middleware and application specifications. Additionally, they will review and if necessary recommend changes to, existing industry standards that relate to cooperative collections for usage tracking or assessment.
Scope
Working regularly with other CCLIP working groups, the Assessment / Data Analysis Working Group will examine CCLP user stories that focus on assessment and reporting needs in the collaborative collection development ecosystem. Members will explore existing workflows for creating and modifying collections, monitoring usage, and providing financial reports, as well as examine associated data exchange protocols that support decision making systems. They will also work to identify functionality gaps and user needs related to reporting and assessment in a collaborative environment.
Reporting
Full Steering Committee
Rough timeline
Beginning January 2024 to December 2024
Related user stories
The group will explore the reporting and assessment requirements of individual institutions as well as the engagement of those users in cooperative systems, and the data needs of other working groups’ (such as Acquisitions) user stories. These user stories will focus in particular on the needs of CCLP Personas such as selectors, acquisitions librarians, and library management, and activities which require consistent and rapid reporting to undertake and improve library work.
Public outreach reports
Quarterly
Expected outputs
- Development of key performance criteria for assessing cooperative collections lifecycle activities at scale
- Guidance on processes for data gathering for reporting purposes, automating, and exchange analytics among institutional partners
- Workflow processes related to reporting and performance metrics on establishing consistent practice among cooperative partners
- Input on recommended functional requirements for prototype middleware related to performance measurement
- Input on required assessment data interoperability models or frameworks
- Recommendations for changes to any existing standards based on work of the group, such as COUNTER, SUSHI, Z39.7 or other assessment protocols.
- Input and feedback to Technical Prototype Development Team on reporting requirements
- Short written summaries of progress ready to be shared with SC and on project website (once a month)
Cataloging / Metadata Working Group
Charge
The Cataloging / Metadata working group will focus on developing community guidance on the metadata needs and cataloging workflows among institutions necessary to implement collaborative collections lifecycle activities. They will also provide input on metadata exchange requirements to the Technical Development Lead Team to support the development of CCLP prototype middleware and application specifications.
Scope
Working regularly with other CCLIP working groups, the Cataloging / Metadata Working Group will prepare CCLP user stories that focus on cataloging activities and metadata needs in the collaborative collection development ecosystem. Members will explore existing workflows for creating/modifying records as well as details of associated metadata exchange protocols that support maintenance of information systems. They will also work to identify functionality gaps and user needs for metadata workers in a collaborative environment.
Reporting
Full Steering Committee
Rough timeline
Beginning January 2024 to December 2024
Related user stories
The Working Group will explore the data ingest needs of individual institutions as well as the engagement of those users in cooperative systems, as well as the metadata needs of other working groups’ user stories (such as selection, acquisitions, or analytics requirements). These user stories will focus in particular on CCLP personas such as selectors, acquisitions librarians, library patrons, and library management, who require accurate and consistent data to support their work. These users are expected to receive or use data from multiple sources such as aggregators, publishers and other partner institutions, then share it within their user communities.
Public outreach reports
Quarterly
Expected outputs
- Guidance on processes for metadata gathering, updating, and exchange among institutional partners
- Workflow processes on establishing consistent practice among cooperative partners
- Provide input on Recommended Functional metadata requirements for prototype middleware
- Recommended input on required metadata schemas (together with Collections Development/Selection and Acquisitions working groups) and interoperability models or frameworks
- Recommended changes to any existing standards based on work
- Input and feedback to the CCLP Technical Prototype Development Team
- Short written summaries of progress ready to be shared with SC and on project website (once a month)
Collections Development / Selection Working Group
Charge
The Collections Development/Selection working group is charged to develop Recommended Practice guidance, user stories, and implementation guidance on how collections development and item selection should take place across different institutions in a common CCLP infrastructure.
Scope
The Collections Development/Selection working group will investigate and record gaps in current infrastructure and standards to allow cross-institutional and network first collection development activities. It will document data requirements and functionality needed to allow data driven and networked selection to occur in single- and multi-institutional settings. It will act as a resource for the CCLP community regarding collection development and selection duties and represent the CCLP Collections Development persona in the prototype development.
Reporting
Full Working Group/Steering Committee, working with other working groups, such as Organizational Strategy and Governance, Acquisitions, Assessment/Data, Publishers, and Providers.
Rough timeline
Beginning March 2023 to April 2024
Related user stories
- Item identification by subject specialists
- Item verification and ordering across institutions
- Collections management across institutions
- Collections assessment
Public outreach reports
Quarterly
Expected outputs
- Recommended functional requirements
- Required product catalog awareness recommendations
- Recommended changes to any existing standards based on work
- Input to governance and development teams
- Short written summaries of progress ready to be shared with the Steering Committee and on the website (once a month)
Infrastructure Working Group
Charge
The Infrastructure working group will focus on developing community guidance on the best practices, the underlying open standards and technology needed to enable cooperative collections development. They will also provide input to the Technical Development Lead Team to support the development of CCLP prototype middleware and application specifications.
Scope
Working regularly with other CCLIP working groups the Infrastructure Working Group will examine CCLP user stories and explore existing tools/services to identify functionality gaps and user needs. It will use design thinking methodologies to surface gaps and opportunities in the existing technical infrastructure and provide input to the Technical Prototype Development team in creating a CCLP middleware and functionalities.
Reporting
Full Steering Committee
Rough timeline
Beginning March 2023 to September 2024
Related user stories
Exploring the integrations with other systems based on other working group’s user stories. Map those infrastructure elements (data sources, analytical demands) In particular CCLP persona such as selection, acquisitions, metadata, publishers, and providers, to address functional requirements needed to achieve a vendor neutral, collaborative middleware.
Public outreach reports
Quarterly
Expected outputs
- Provide input on functional requirements to CCLP Technical Lead Team
- Recommended metadata schemas (together with Metadata working group) and interoperability models or frameworks
- Recommended changes to any existing standards based on work
- Input and feedback to Technical Prototype Development Team
- Short written summaries of progress ready to be shared with the Steering Committee and on the website (once a month)
- Short written summaries of progress ready to be shared with the Steering Committee and on the website (once a month)
Organizational Strategy and Governance Working Group
Charge
The Organizational Strategy and Governance Working Group is charged to develop user stories and Recommended Practice guidance on how libraries and related organizations undertake collections lifecycle activities and governance should take place across different institutions in a common CCLP infrastructure.
Scope
The Organizational Strategy and Governance Working Group Working Group will investigate and record gaps in current norms, institutional buy-in, fiscal dependencies, infrastructure, and standards in managing, advocating, and strategizing for cross-institutional and network first collection development and lifecycle activities. It will document data requirements and functionality needed to allow stakeholders to promote networked collection development and management to occur in a single and multi-institutional setting and will recommend sustainability and business behaviors and strategies to support CCLP infrastructure and functionalities over time. It will act as a resource for the CCLP community regarding governance and CD lifecycle duties and represent the CCLP Organizational Strategy and Governance Working Group persona in the prototype development.
Reporting
Full Working Group/Steering Committee, working with other working groups, such as Collection Development, Assessment/Data, Publishers, and Providers.
Rough timeline
Beginning March 2023 to April 2024
Related user stories
Collections management across institutions
Collections assessment
Publisher and providers
Public outreach reports
Quarterly
Expected outputs
- Recommended functional requirements
- Recommended communication strategies
- Recommended sustainability and business behaviors and strategies
- Required product catalog awareness recommendations
- Recommended changes to any existing standards based on work
- Input to governance and development teams
- Short written summaries of progress ready to be shared with Steering Committee and on the website (once a month)