Goals and Objectives

RESOURCE SHARING COMMITTEE
Annual Report for October 26, 2004 - September 2005

During the last year, RSC completed the following activities:

• A report responding to SOPAG questions that arose from RSC’s Special Collections/Interlibrary Loan Pilot Project: Final Report and Recommendations (2003) was submitted to CDC by a joint committee (two members of RSC and two members of the Heads of Special Collections) on July 28, 2005.
• Sharing of Media Collections; RSC Report to SOPAG was submitted to SOPAG on August 4, 2005. This completes the SOPAG charge of August 27, 2004.
• Responded to the Bibliographic Services Task Force request for input on August 9, 2005.
• Approved specifications from CDL for changes to Melvyl Request.
• Met jointly with the Heads of Public Service primarily to discuss the future development of UC eLinks.
• ISO-ILL workshops were held for all interlibrary loan staff in April 2005.
• At its March 2004 Circheads meeting in Santa Cruz, best practices workshops were held on the topics of Reserves & E-Reserves (UCSD, UCLA & UCSB presenting), Stacks (UCSD, UCLA and UCB presenting), Motivating and Training Students and Staff (UCSD presenting). 34 circulation/reserve/stacks staff attended.
• RSC, RSC-IAG, and RSC-CAG websites have all been moved to the SOPAG site and are being maintained according to SOPAG guidelines.

Goals and Objectives
July 2005 – June 2006

1. Goal: Identify and discuss policy issues and recommend best practices that facilitate resource sharing among campuses.

1a. Objective: Implement the Consortial Borrowing Software product. RSC and its sub-committee, RSC-IAG, have been an integral part of the process of implementing Fretwell-Downing's VDX, the consortial borrowing software. Once implementation is complete RSC will evaluate resource-sharing activities.

Status: All campuses (except Merced) are currently using VDX for lending to other UC campuses; Merced is preparing to implement. The following campuses are using VDX for borrowing: UCD, UCI, UCLA, UCM, UCSB, UCSC, UCSD, and UCSF. Still to come live on borrowing are: UC and, UCR. The following campuses are lending to OCLC partners via VDX: UCD, UCSB, UCSC, and UCSD. UCLA has temporarily suspended this activity; UCB, UCI, UCM, UCR, and UCSF have yet to implement. The OCLC ISO-ILL problems that began in June 2005 have prevented some campuses from moving forward with VDX implementation and caused another to stop using the ISO-ILL protocol. A chart of current VDX implementation status is maintained on the Inside CDL website at http://www.cdlib.org/inside/projects/request/vdx/currentVDXstatus.html.

1b. Objective: Maintain the Request feature in the new Melvyl catalog and CDL databases.

Status: RSC and RSC-IAG maintain an ongoing review the Request feature in Melvyl and the CDL databases.

1c. Objective: Establish the VDX Task Force to expedite final stages of implementing VDX and to provide a timely communication mechanism for staff and CDL.

Status: VDX Task Force, appointed in September 2004, continues to work diligently to implement the VDX product through regular conference calls and a website of information at http://www.cdlib.org/inside/projects/request/vdx/. Development of manuals and technical documentation for use by campus ILL staff are ongoing and are posted on the website.

1d. Objective: Review ILL Loan Periods.

Status: RSC asked RSC-IAG to review the length of loan periods between institutions for ILL with consideration to increasing the length of the loan. RSC-IAG had requested to reconsider the issue when the VDX software is fully implemented. Though set to be reviewed in Winter 2004, VDX is still not fully implemented; this review will be undertaken when implementation is complete at all campuses.

1e. Objective: Review the IAG request to block the requesting of items on active reserve at the home campus.

Status: RSC supported and forwarded an IAG request to block the reserves items in Request to SOPAG. The report was sent back to RSC for further work, and the RSC-IAG is continuing to develop this proposal.

1f. Objective: Establish a UC systemwide TRS Volume Purchase Program with the CCC.

Status: Supported a proposal from IAG to establish a UC consortium with the Copyright Clearance Center (CCC) that would enable all participating UC campuses to receive a discount on CCC’s TRS Volume Purchase Program in the next calendar year. Some UC campuses already qualify for the program based on their campus transaction volume. If the remaining UC campuses apply as a consortium for the program, the CCC transaction fee would be reduced from $3.00 to $1.00 per transaction. Terri Mason (who just left UCSF) volunteered to coordinate the UC application for the Volume Purchase Program, and work on the proposal is underway.

2. Goal: Coordinate communication on UC resource sharing issues with interlibrary services, circulation, collection development, special collections, technical services, and other groups as appropriate.

2a. Objective: Continue the Circulation Advisory Group’s best practices workshops at its annual Circheads meeting. Topics are selected and assigned to campus representatives at one meeting for presentation the following year.

Status: At the conclusion of March 2005 meeting, topics for the 2006 meeting were assigned to presenters. 2006 topics include Security (UCSC, UCD), Handling difficult patrons (UCSC, UCSF), Handling media (UCD, UCSB), and Reserves (UCB).

2b. Objective: Take an active role in responding to reports from other All-Campus Groups and investigate opportunities for collaboration.

2c. Objective: Maintain the RSC web sites using guidelines from SOPAG.

Status: Maintenance of the RSC website was transferred to the campus of the RSC Chair.

3. Goal: Identify and analyze barriers to expeditious sharing of materials and recommend solutions to remove these barriers. This may include identifying new methods of resource sharing, consideration of local circulation policies that affect resource sharing and facilitating movement of materials among the campuses.

3a. Objective: Review External User policies

Status: Circulation policies of each campus are available on the CAG web page. CAG will review these policies for accuracy in 2005/06.

3b. Objective: Develop a Resource Sharing Code. Because there continue to be resource sharing issues that need guidelines for staff, RSC will develop a "Resource Sharing Code" for the UCs.

Status: The circulation policies of each campus have been posted on the CAG website. RSC established a subcommittee to examine to identify existing systemwide circulation policies and guidelines.

3c. Objective: Pursue future Peer-to-Peer Lending with non-UC institutions using ISO-ILL protocol.

Status: After reviewing a peer-to-peer email request from Australia, RSC decided not to pursue ISO-ILL connections to other groups at this time, but rather to wait until the UC VDX implementation is complete and the Docline and Stanford ISO-ILL implementations are in place. A billing system (similar to IFM), standards for desktop delivery, turnaround time standard, and an examination of collections of interest are needed prior to implementing. RSC monitor developments and pursue when appropriate.

4. Goal: Coordinate collection, organization of and systemwide reporting of UC ILL/Resource Sharing statistics.

4a. Objective: Develop more efficient methods of reporting UC ILL statistics.

Status: The VDX Task Force continues to work on improving the statistics derived from VDX; when useful and transferable statistics are ready, RSC will consult with Gary Lawrence.

See also the annual reports from IAG and CAG.

Goals and Objectives 2004/05

Goals and Objectives 2003/04

Goals and Objectives 2002/03

Goals and Objectives 2001/02