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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.  Are most tracking systems set up to be able to get this information, or will we need to use a form to gather the data and send it along to a tracking system. 
  • 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.
  • ERMs
  • 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.
  • Make sure that staff don't feel threatened by possibly losing their jobs

Begin joint troubleshooting on XXXX

  • What issues immediately go to home institution?  this list needs to be well-defined, as it can cause political headaches if handled incorrectly
  • What can be handled jointly?
  • What must wait until X system is better integrated?
  • Need to assign point people at each institution to take questions from staff if we run into gray areas about who handles what problems

Possible Issues to Address

  • Union issues?
  • Privacy issues?  includes staff - are we violating any privacy concerns at each institution; also includes any third party systems we might use for tracking - can we purge/anonymize patron data
  • Vendors working with one CUL on the other's behalf, i.e. we're no their "contact of record"
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