> For Library Staff > Phase I: Experimental
Phase I: Experimental Preparation Guidelines
The following procedures were developed from the recommendations of the CMI Operations Advisory Committee subgroups for Publicity, Usage, Bibliographic Control, and ILL/Document Delivery. The purpose of these procedures is to provide general guidance during the preparation phase of the project for those campuses which have elected to participate in the CMI project as experimental libraries.
Publicizing participation in the CMI project
Consult the CMI website for explanations about the project, including project overview, goals, timeline and contact persons on each campus, link to a comment form for feedback and adaptable text.
Link local campus websites to the CMI website or copy the explanation on their page with a heading such as 'Important News' or 'What's New.'
Gathering usage data
Electronic version of journals
Print version of journals
Preparing volumes for relocation to storage
Bibliographic record changes
Campuses will change bibliographic holdings records for journal volumes/issues going to storage in their local catalogs. In order to change holdings information in Melvyl, campuses will do 'only what is necessary' in their local catalogs to store the print runs of experimental titles and to upload that information to Melvyl. The Bibliographic Control subgroup also noted that
SRLF will identify CMI titles in ORION 2 so that use statistics can be extracted from local system.
NRLF will not rely on any information from Melvyl or GLADIS to handle experimental titles.
The final spreadsheet of paired experimental and control titles will
be the authoritative record of journal titles chosen for the study and
will be available on the CMI website for consultation (http://www.ucop.edu/cmi).
User behavior and preference data
Survey forms will be used to gather documentation regarding the reasons why print experimental volumes were requested when an electronic version was available.
The lending unit (RLF's or local storage staff) will enclose a survey form in the volume or with the photocopy/FAX. Staff at the pickup point will ask the patron to fill out the survey form and return it. A follow-up email will be used to encourage users to complete the survey form.
Completed survey forms will be matched with the copy of the request for the print journal (retained by the RLF's or local storage staff) of the original request for the experimental title that has been retained by the ILL/Document Delivery Unit.
A work form is being prepared to use to document your staff costs for processing, marking, bibliographic control, and transfer of experimental volumes to storage.
Send your questions and comments to Gary.Lawrence@ucop.edu.
Last updated: October 23, 2001.