NGTS Documents

Background Information

• Council of University Librarians’ Priorities: Next-Generation Technical Services Phase 2 Final Reports (December 14, 2010) [PDF]
• SOPAG NGTS Implementation Announcement (April 22, 2011) [PDF]
• NGTS Implementation Initiative Framework [PDF]

NGTS Implementation (April 2011- present) Reports

NGTS Management Team

• Final Report (August 2013) [PDF]
• NGTS Pilot Projects – Final Report [PDF]
  • Pilot 1: Systemwide Consortial Shelf-Ready Plan
    • Shelf Ready Task Force Report, Pilot 1, August 2013 [PDF]
    • Current Shelf Ready Programs in UC Libraries Survey Results, Pilot 1, November 2013 [PDF]
    • NGTS Pilot 1 conclusion [PDF}
  • Pilot 4: Cooperative Cataloging of Non-print Formats (Audio CDs)
    • NGTS Pilot 4 Final Report [PDF] (password protected)
    • Appendix 1-UC Audio Cataloging Standards [PDF]
    • Appendix 2-Preliminary Vendor Questionnaire [PDF] (password protected)
    • Appendix 3-Matrix of Vendor Responses [PDF] (password protected)
    • Appendix 4-List of Final 3 Vendors [PDF] [password protected]
    • Appendix 5-Evaluation metrics [PDF] (password protected)
    • Appendix 6, Part 1-Test Records-UCSD [PDF] [password protected]
    • Appendix 6, Part 2-Test Records-OCLC [PDF] [password protected]
    • Appendix 6, Part 3-Test Records-Donahue Group  [PDF] [password protected]
    • Appendix 6, Part 4-Backstage Library Works [PDF] [password protected]
    • Appendix 7-Vendor Evaluation and Comparison with UCSD [PDF] [password protected]
    • NGTS Pilot 4 Conclusion [PDF]
  • Pilot 5: Expanded UC Shared Cataloging of Electronic Resources
    • NGTS Pilot 5 Conclusion [PDF]
    • NGTS Pilot Project 5 Final Report transmittal [PDF]
    • NGTS Pilot Project [June 25, 2014] [PDF]
    • SCP records lacking subject heading or classification [PDF]
    • SCP resources cataloged FY2007-2008 to FY2013-2014 [PDF]

SPOT Deliverables

• Toward a Financial Model and Process in Support of UC Library Collaboration: Proposal and Planning for Implementation FY 2012-2013 [PDF]

POT 1 Deliverables:

• Evaluate the Ability of Selected Existing Systemwide Systems to Meet the Discovery and Display Requirements of the UCLDC (2012) – Final Report [PDF]
• Evaluate Crawler and Harvesting Solutions (2012) – Final Report [PDF]
• Checklist for Determining Access Options (2012) – Final Report [PDF]
• Digital Assets Management System (DAMS) Requirements – Final Report [PDF]
• Merritt Gap Analysis – Final Report [PDF]
• Identification/Analysis of existing UC digital collections for inclusion in the UC Libraries Digital Collection – Final Report [PDF]
• Proposed Model for Systemwide Digital Asset Management System (DAMS) with Discovery and Display – Final Report [PDF]
• UC Libraries Digital Collection – Annual Operational Cost Estimates – Final Report [PDF]

POT 2 Deliverables:

• UC Biblographic Standards for Cooperative, Vendor, and Campus Backlog Cataloging, rev. 07/24/2012 [PDF]
• Recommendations on UC Shelfready Processing – Final Report [PDF]
• Shelf Ready Task Force Report, Pilot 1, August 2013 [PDF]
• Current Shelf Ready Programs in UC Libraries Survey Results, Pilot 1, November 2013 [PDF]

POT 3 Deliverables:

• Archivists’ Toolkit Recommendations – Final Report [PDF]
• Guidelines for Efficient Archival Processing in the University of California Libraries [PDF]

POT 4 Deliverables:

• Next-Generation Technical Services (NGTS) POT 4 Final Report [PDF]

POT 5 Deliverables:

• Evaluation of SCP Decision-Making Process for Cataloging Priorities – Final Report [PDF]
• Assess the benefits and risks of stopping the distribution of SCP records to the ten campuses – Final Report [PDF]
• Evaluate current cataloging priorities [PDF]

POT 6 Deliverables:

• A Study of Shared Collection Services Projects [PDF]
• POT 6 Final Report [PDF]

POT 7 Deliverables:

• Current Inventory of UC Cooperative Collection Development Activities [DOC]
• POT 7 LT2 Report, September 17, 2013 [PDF]

Previous Phases

Phase 1: 8/09-2/10

Phase 2: 3/10-12/10