Add or Edit as desired. This can be very train of thought. Detailed or just high-level ideas are all welcome. We will organize these into specific categories as a next step.
Steps involved:
Gather common data
- Comparable forms which are set to gather common data
OR - Separate email aliases, as we have now, which are set to push email to a common tracking system. The tracking system would then ideally give IP, DNS, Browser/OS, Referring URL.
- If permissions are not sent to the tracking system, we may need a procedure to look them up.
Access to each others systems and information
- Ordering/Payment info - Voyager, EBSCOnet, etc.
- Access to one another's e-resources from "on-campus" (VPN) and "off-campus" (remotely)
Common responses and procedures - wiki?
- Get current information organized in similar way
- Merge as appropriate and/or create common dashboard
- Proper permissions for access
- Any vocabulary to sort out? Uni/NetID
Access to all relevant systems
- Is there a need to inform vendors that this group may be working on each others issues?
Ingest problem into common tracking system
- What changes at each CUL required? i.e. Cornell does not gather some of the user info that Columbia does via form.
- What info is most useful or essential? IP/DNS, patron permissions?, Browser?, Referring page
All staff looking at each others issues - milestone - how long does this need to go on before we move to next phase?
- Period of training/adjustment for each CUL as staff adjust to the new tracking systems. (This is a public service; it should be done well!)
- Able to respond to each others lists & assign issues within the tracking system.
Begin joint troubleshooting on XXXX
- What issues immediately go to home institution?
- What can be handled jointly?
- What must wait until X system is better integrated?
Possible Issues to Address
- Union issues?
- Privacy issues?
- Vendors working with one CUL on the other's behalf, i.e. we're no their "contact of record"