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Report - PHASE 1: InvestigationTeam's investigation includes:

Compiling Compile an inventory of all policies, practices, and workflows related to monograph ordering at both institutions, focusing initially on print items, but thereafter extending to the ordering of material in physical formats other than electronic resources and print serials.

 Both Columbia and Cornell keep careful documentation of their practices and workflows.  Columbia maintains their documentation on a Wiki and Cornell maintains theirs on the department website.  Each institution keeps its documentation and procedures up-to-date and available for the Ordering staff in the respective institutions.  After 2CUL Monograph Ordering Team members were appointed, they shared procedures and documents as they prepared to meet in person to examine more closely, how the function of ordering is handled in each place.

Summarize Summarizing staffing and expertise at Columbia and Cornell, including a comparison of current job assignments.

At Columbia, the ordering and receiving functions are performed by the same staff. At Cornell, all ordering staff also receive some material but not all staff who perform receiving also perform the ordering functions. Job assignments are included at Columbia - Order Unit Staff Expertise and Cornell - Order Unit Staff Expertise.

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