Special Research Collections Library & Locations Project Charter

Owned by Cari Davis
Last updated: Aug 19, 2023
2 min read

Description & Goals: With the WHC remediation project underway and so many collections being relocated, we have decided that it would be a good time to overhaul the SRC libraries and locations in Alma. It has been decided that all SRC collections in Bizzell will be moved to a new “Special Research Collections in Bizzell”.

Project Information

Project Team and Approvers

Project Team and Approvers

Project Leader

Cari Davis

Primary Stakeholder

Michael Szajewski

Project Information

Project Information

Timeline

August 2023-October 2023

Scope

In

  • new library and locations created in Alma

  • Bizzell items moved to new library and locations in Alma

  • better access point information in records where needed

Out

 

Business Case

Making the physical locations of SRC collections in Bizzell more clear to staff and users. Simplifying Alma configurations for scalability.

Deliverables

  • new Special Research Collections in Bizzell Library in Alma

  • new locations for all SRC Collections that live in Bizzell

  • Standardization of SRC “request only” item workflows

  • new locations for American School Archive and WHC Manuscripts collections that are moving the Bizzell.

  • special display notes for better access point information in records

Infrastructure & Maintenance

  • Alma, Primo, Discover

Key Resources

  • Discovery Services staff time

  • Jenny Watson staff time

  • Fred Reiss staff time

Estimated UL Budget

  • % of salary for staff hours outlined above

Key Milestones

8/5 - 8/9

Jenny and Cari mockup new Library/Locations for Mike to review

8/10/23

Mike, Cari and Jenny meet to discuss proposal and decide on a course of action.

8/11/23

Special Research Collections in Bizzell library created in Alma. Closed CLTA and Open CLTA locations created in Alma.

8/12/23

Mockup of test CLTA records in new locations with access points notes and collection names in Discover.

8/13-8/18

Refine CLTA configurations in Primo, and work with Fred to make sure all collection records have a 590 $a with collection name.

8/13-8/18

American School Archive locations created in Alma.

8/21-8/23

Western History Collections Manuscripts location created in Alma.

TBD

Recreated HOS locations in new SRC Library.

TBD

Recreate Bizzell Bible, Nichols, and Bass locations in SRC Library.

Requirements & Implementation

This section outlines what has to be done to meet project objectives and explains how it will be done.

Requirement

Approach/Implementation Plan

Requirement

Approach/Implementation Plan

1

Special Research Collections in Bizzell Library

Cari will create a new Library in Alma.

2

American School Archive Locations, one for manuscripts and one for drawings

Cari will create two new locations that display as, “American School Archive” in Discover. Two locations on the back end will make it easier for staff to retrieve items for use.

3

Chinese Literature Translation Archive closed and open locations

Cari will create two new locations that both display as “Chinese Literature Translation Archive” in Discover. Items in open locations are available for research on the 4th floor. Items in closed location are available for research on 5th floor.

4

Access point notes will be added to CLTA items.

Items in the closed location will say, “Available for research - 5th Floor Special Collections”. Items in the open location will say, “Available for research - 4th Floor”.

5

History of Science locations

Cari will recreate History of Science locations in the new library in Alma.

6

Fulfillment configurations

Cari will set up fulfillment configurations and circ desks for the new locations.

7

items will be reassigned

Someone from D&A will move holdings to new SRC library locations

8

remove old HOS library/locations

Cari will delete old HOS locations and library from Alma.

9

ensure proper request linking

Cari will configure existing request linking to work in new library/locations