> For Library Staff > Phase II: Experimental
Phase II: Experimental 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 where relevant. These procedures are designed to address activities during the second phase of the Collection Management Initiative grant project during which experimental volumes are located in remote storage, control volumes are maintained on library shelves, and usage data is gathered for both print and electronic journals. Phase II officially began October 1, 2001.
Campus libraries that have designated experimental journal titles will have moved these volumes to storage before Phase II begins. Experimental volumes will be housed in an RLF or in a campus storage unit. It is recommended that campus storage facilities and RLF's shelve these materials separately from their other collections.
Gathering usage data
Definition of use of experimental titles
Marking to identify volumes
For those storage units and the SRLF that do plan to mark every volume and issue that are deposited as part of the project, it will be necessary to mark issues currently received during Phase II. If current issues are bound during Phase II, it will be necessary to mark the bound volumes when returned from the bindery.
Use will be counted by the RLF where it is stored unless an arrangement is made with the owning library to maintain and report these counts to CMI staff.
The campuses (Santa Barbara, Davis and San Diego) that store their experimental titles in local storage facilities will be responsible for counting each use of a volume or unbound issue of an experimental journal title.
Frequency of reporting data to CMI staff
Gathering user behavior and preference data
In response to a request from a library user on the owning campus, RLF and campus storage staff will place a survey form in each study volume, unbound issue or photocopy. The purpose of the survey form is to determine why the user is requesting print when an electronic version is available. The survey form are is available via email and in the publicity section of this web site. The library user who requests the item will be asked to fill out the survey form and return it to the library, site to determined by the library. The survey will include a place for the requester to indicate if he/she would be willing to participate in a follow-up interview.
Bibliographic record changes
Campuses will have changed bibliographic holdings records for journal volumes/issues going to storage in their local catalogs to indicate that the CMI journal titles are currently located in storage or at an RLF.
Publicizing participation in the CMI project
The following tools are available in the publicity section and can also be distributed as email attachments:
The use of the adaptable text is at the discretion of the campus library. The opening day letter was written to be directed to faculty and others that the UL and librarians determine should be informed of the project. It is recommended that copies of the project explanation be kept at public service desks to inform both staff and patrons. Some libraries may also wish to put the project explanation on their campus web site.
If at any time supplies of labels or use data slips run low, campuses may request additional supplies from CMI staff. There is no cost to campuses for these supplies.
A form will be provided to aid libraries in recording the cost of carrying
out the activities related to Phase II of the project.
Send your questions and comments to Gary.Lawrence@ucop.edu.
Last updated: October 23, 2001.