Kick Off Checklist of Tasks

A checklist (3rd revision) of tasks for CMI liaisons prior to October 1 launch date.

Experimental Libraries

• Remove current issues and bound volumes for all journal titles that have been selected for the study from the shelves (see http://www.ucop.edu/cmi/data.html for database of Final Matched Pairs with Experimental Coverage).

• Mark current issues and bound volumes with labels, with the exception of campuses depositing at the NRLF.

• Relocate current issues and bound volumes to storage location, e.g., NRLF, SRLF or local storage facility.

• Post signs on empty shelves where journal volumes were shelved to alert users that UC is participating in a research study and that an electronic version of the title is available (see http://www.ucop.edu/cmi/publicity.html for adaptable text for signs).

• Create handouts from adaptable text provided at http://www.ucop.edu/cmi/publicity.html to be used at public service desks and at the shelf as appropriate.

• Provide comment cards at public service desks and at the shelves where experimental titles were shelved (see http://www.ucop.edu/cmi/publicity.html for adaptable text for comment cards)

• Send out opening day letter to faculty and campus administrators, if determined appropriate. (see http://www.ucop.edu/cmi/publicity.html for adaptable text)

• Submit news articles to local campus newsletters/newspapers (see http://www.ucop.edu/cmi/publicity.html for adaptable text)

• Make copies of the survey form to be included with a study volume, issue or photocopy returned from storage at the request of a user

• Coordinate with SRLF, NRLF and local storage facilities to retain copies of requests for current issues and volumes relocated to an RLF or to a local storage facility and develop procedures to match requests with survey forms

• Change bibliographic holdings records in local online catalogs to reflect the change in location of the experimental titles

Control Libraries

• Mark current issues and volumes of study titles with labels so that library staff will be able to determine which volumes/issues are part of the study.

• Insert Use Data Slips inside the front or back cover of study volumes and current issues. These slips will be used by staff to record "each instance of re-shelving."

• Create handouts from adaptable text.

RLF's and Campus Storage Units*

• Shelve study titles in separate location

• Prepare procedures to retain copies of request form and match with the completed survey forms

• Make copies of the survey form to be provided with each volume/issue/photocopy in response to a request from the owning campus (see ______ for copy of the survey form)

* In some cases, the local storage facility staff may be responsible for many of the tasks listed under Experimental Libraries as well.