Technical Services Workflow Efficiency Interest Group (ALCTS) Community

In: ALCTS Interest Groups (Association for Library Collections & Technical Services), Technical Services, Trends and Forecasting
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Discussion ALCTS Tech Services Workflow Efficiency Interest Group Midwinter 2011

by Dracine Hodges on Tue, Dec 7, 2010 at 02:22 pm

The ALCTS Technical Services Workflow Efficiency Interest Group presents the following Midwinter program:
 
Outsourcing Practices in Technical Services
Monday, January 10, 2011, 1:30pm - 3:30 pm
San Diego Convention Center - SDCC Room 30 A
 

The ALCTS Technical Services Workflow Efficiency Interest Group presents the following Midwinter program:
 
Outsourcing Practices in Technical Services
Monday, January 10, 2011, 1:30pm - 3:30 pm
San Diego Convention Center - SDCC Room 30 A
 
While not a new trend, the outsourcing of technical services work is an increasingly ubiquitous presence in library operations and the management of resources. Many libraries are contracting out to vendors or external organizations as a solution to budget limitations, shrinking staff levels, and shifting priorities. Common areas of outsourcing include cataloging, digitization, and selection. Today, we refer to services like shelf-ready, patron-driven acquisitions, and the Google Books project. Our panel will share aspects of their library's outsourcing profile, costs, benefits, comparative service quality, and assessment tools.
 
Please join us for a lively session. Our panelists are:
 
Judy Garrison
Head of Electronic Acquisitions & Serials Control, University of Texas, San Antonio
 
Ann Miller
Head, Metadata Services and Digital Projects, University of Oregon
 
Lynette Schurdevin
Library Administrator, Thomas Branigan Public Library (New Mexico)
 
For more information, please contact co-chairs Dracine Hodges (hodges.368@osu.edu) or Megan Dazey (megan.dazey@mso.umt.edu)

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Event Technical Services Workflow Efficiency Interest Group

by ALAConnect Helpdesk (staff) on Fri, Jun 20, 2014 at 07:37 pm

Are We Still Doing This? Streamlining Workflows in Collection Management
Regina Koury, Idaho State University library
In 2013 Idaho State University instituted campus-wide Program Prioritization process, based on Robert Dickeson’s model and initiated by the Idaho State Board of Education. As part of this process, ISU library have been tasked to identify key processes, number of personnel assigned to the key processes and key processes that can be streamlined or eliminated.

Are We Still Doing This? Streamlining Workflows in Collection Management
Regina Koury, Idaho State University library
In 2013 Idaho State University instituted campus-wide Program Prioritization process, based on Robert Dickeson’s model and initiated by the Idaho State Board of Education. As part of this process, ISU library have been tasked to identify key processes, number of personnel assigned to the key processes and key processes that can be streamlined or eliminated.
This dynamic, full of real examples presentation will describe how library’s Collection Management workflows have been re-evaluated. How library strategically streamlined acquisitions, cataloging, electronic resources and government documents management workflows, which processes were relevant and which no longer applied, which technology we used to help us to be efficient and creative and how Collection Management navigated through changes.

Keeping Up Connections: Managing Change in Technical Services Through Collaboration at Atkins Library
Shoko Tokoro, Atkins Library, University of North Carolina at Charlotte
Joseph Nicholson, Atkins Library, University of North Carolina at Charlotte
In 2011, a reorganization of Atkins Library at the University of North Carolina at Charlotte resulted in the disbanding of Technical Services. The functions of each unit of Acquisitions, Cataloging, Electronic Resources, Serials, Collections Development, and Government Documents were physically separated, and personnel from some units were annexed to different departments. In July 2013, the library adopted a new ILS that has added more complications to the roles and workflows of staff. This presentation will describe how librarians and staff at Atkins have collaborated creatively across redrawn organizational boundaries and devised agile workflows to ensure that both traditional technical services tasks and new responsibilities are handled effectively during a period of organizational change. A particular focus will be the migration of library data to the new ILS at Atkins, an effort that required close cooperation among staff and a nimble rethinking of traditional staff roles and responsibilities.

Moving from print-centric to e-centric workflows: a reorganization of the Technical Services Group at the GMU Libraries
Meg Manahan, George Mason University Libraries
Nathan Putnam, University of Maryland Libraries
In 2010, the George Mason University Libraries Technical Services Group (TSG) underwent a massive reorganization in order to update for new workflows and demands. After a year of research, targeted focus groups, and departmental meetings, a new TSG emerged. The hallmark of the reorganization was flexibility, particularly with regard to format. The two new TSG departments - Resource Acquisitions and Resource Description & Metadata Services - are format blind. Job descriptions are also format-neutral, to allow all staff to work with any format. The focus on flexibility is embodied most significantly by an E-resources Team that crosses departments and even bridges other library divisions. Membership on the team is fluid, so that over time the team can expand or contract as needed. This presentation will focus on the impetus for the reorganization, the team model and the improved electronic workflows within this team, and the other changes, such as cataloging on receipt, that allowed us to allocate additional staff to electronic resources.

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Event Technical Services Workflow Efficiency Interest Group

by ALAConnect Helpdesk (staff) on Wed, Jan 8, 2014 at 07:22 pm

Session one:
Title: Using MarcEdit and Excel to Identify Bibliographic Problems with Batchloaded Records
Presenter: Michael Winecoff, Associate University Librarian for Technical Services, UNC Charlotte
Synopsis: MARC records provided by vendors are often batchloaded without regard to checking for quality control. These records could have unknown problems that would otherwise go undetected making them inaccessible. This session shows one way using MarcEdit and Excel to quickly pull out key fields and scan for issues.

Session one:
Title: Using MarcEdit and Excel to Identify Bibliographic Problems with Batchloaded Records
Presenter: Michael Winecoff, Associate University Librarian for Technical Services, UNC Charlotte
Synopsis: MARC records provided by vendors are often batchloaded without regard to checking for quality control. These records could have unknown problems that would otherwise go undetected making them inaccessible. This session shows one way using MarcEdit and Excel to quickly pull out key fields and scan for issues.

Session two:
Title: Adding XSLT to the cataloger’s toolbox: efficiencies for transforming and analyzing bibliographic data.
Presenter: Annie Glerum, Head of Complex Cataloging, Florida State University Libraries
Synopsis: MarcEdit is extremely handy for editing and analyzing MARC files, however another useful program that can be tossed to the cataloger’s toolbox is EXtensible Stylesheet Language Transformations (XSLT). XSLT, which can be used in conjunction with MarcEdit, works with any XML-based metadata and can be customized for local needs. This introduction to XSLT covers metadata transformation to MARC21, quality control of vendor batch files, and XSLT code snippets.

Session three:
Title: A technology solution to process management: leveraging a Duke/IBM partnership
Presenter: Jacquie Samples, Head, Electronic Resources and Serials Cataloging Section, ERSM, Duke University Libraries
Synopsis: In the summer of 2013, a joint team involving the Duke University Libraries and IBM spent three months deploying and developing IBM’s Business Process Manager application framework (BPM) in the Libraries, showcasing the application's capabilities by transforming the way the Duke University Libraries manage subscriptions to online databases. The Libraries’ successful collaboration with IBM and the BPM platform has become a foundational experience for developing a suite of workflow tools in the Libraries, one that will help transform other operational processes and improve the Libraries’ quality of service in nearly every area. This presentation will describe the processes and problems that led up to this transformative project, will provide a brief overview of the BPM solution in action, and will discuss the broader potential of BPM as a process management solution for the Duk

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Event Technical Services Workflow Efficiency Interest Group

by ALAConnect Helpdesk (staff) on Fri, Jun 15, 2012 at 01:07 am

Timezone:
US/Pacific (-7)

Timezone:
US/Pacific (-7)

Selection Manager is a new centralized system that manages the communication and work related to the review and selection of electronic resources. It tracks and manages technical services workflow for product inquiries, price quotes, vendor communications and dispenses product and trial information to targeted selectors. The presentation will include an overview of the system and how it is being used to manage selection workflow at Kent State University. It will be followed by a discussion on topics such as 1) primary advantages of using an centralized system to manage technical services workflow and communications related to product inquires 2) the reclamation of costly staff time by automating the workflow and eliminating numerous inefficient email communications; 2) the application of standard methodology for coordinating discovery, review and selection of new resources. Speakers: Kay Downey, Collection Management Librarian and Rick Wiggins, System Programmer from Kent State University.

Did you attend this Interest Group meeting? Take our post-conference survey at: http://www.surveymonkey.com/s/alctsevents2012

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Event Technical Services Workflow Efficiency Interest Group

by ALAConnect Helpdesk (staff) on Fri, Dec 16, 2011 at 12:23 pm

With constant budget cuts libraries are focusing on digitizing their unique and special collections. More metadata is now being created in house by staff that formerly only did traditional cataloging. The panelists will discuss their approaches to transitioning staff away from traditional cataloging and towards metadata. Learn from this panel how libraries have trained traditional cataloging staff to create metadata for their digital collections as part of their normal cataloging workflows and any obstacles or lessons learned during the transition to this new type of cataloging.

With constant budget cuts libraries are focusing on digitizing their unique and special collections. More metadata is now being created in house by staff that formerly only did traditional cataloging. The panelists will discuss their approaches to transitioning staff away from traditional cataloging and towards metadata. Learn from this panel how libraries have trained traditional cataloging staff to create metadata for their digital collections as part of their normal cataloging workflows and any obstacles or lessons learned during the transition to this new type of cataloging. The digital collections discussed will include institutional repositories, oral histories, museum collections and archival collections of all shapes and sizes.

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Discussion Technical Services Workflow Efficiency Interest Group at ALA Annual

by Catherine Grove on Fri, Nov 4, 2011 at 10:20 am

At ALA Annual, the ALCTS Technical Services Workflow Efficiency Interest Group will be hosting a discussion to explore how the economy and budget cuts are affecting libraries, the strategies being employed to deal with the economic down-turn, and new priorities and initiatives that have emerged. Two panelists will join us: Lisa Barricella of East Carolina University and Mary Konkel of College of DuPage. Below you’ll find some of the questions we’ll be considering. Please join us on Monday, July 13 from 1:30 to 3:00 at the Chicago Hilton, Conference Room 4C.

At ALA Annual, the ALCTS Technical Services Workflow Efficiency Interest Group will be hosting a discussion to explore how the economy and budget cuts are affecting libraries, the strategies being employed to deal with the economic down-turn, and new priorities and initiatives that have emerged. Two panelists will join us: Lisa Barricella of East Carolina University and Mary Konkel of College of DuPage. Below you’ll find some of the questions we’ll be considering. Please join us on Monday, July 13 from 1:30 to 3:00 at the Chicago Hilton, Conference Room 4C.

  • What strategies have worked in your library to cope with the economic down-turn and the accompanying reduced and unpredictable budgets?
  • What has not worked?
  • What priorities have changed?
  • Are there initiatives moving forward at a quicker pace because of the crisis?
  • What projects or processes have you had to abandon because of budget crunches and shifting priorities?

 We’re looking forward to hearing about your experiences and ideas on this topic.

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Discussion Tech Services Workflow Efficiency Interest Group - ALA Annual Program

by Dracine Hodges on Wed, Jun 1, 2011 at 08:20 am

The ALCTS Technical Services Workflow Efficiency Interest Group* presents the following program:

Sharing the Shelf : A Look at Print Retention and Shared Archive Initiatives
Monday, June 27, 2011, 1:30pm – 3:30 pm
Morial Convention Center room 342 (MCC- 342)

The ALCTS Technical Services Workflow Efficiency Interest Group* presents the following program:

Sharing the Shelf : A Look at Print Retention and Shared Archive Initiatives
Monday, June 27, 2011, 1:30pm – 3:30 pm
Morial Convention Center room 342 (MCC- 342)

 Shared print archive initiatives are on the rise nationally. Many leading libraries and consortia view the long-term stewardship of print journals as an important part of electronic migration and preservation for future research and scholarship. Additionally, libraries benefit from shared costs and cooperative management and storage of these materials.  Consortia are particularly well-placed to coordinate strategic and economical efforts to archive and manage critical print serial collections.

Please join the group as we host a panel discussion to explore issues and challenges related to the cooperative planning and implementation of these vital initiatives. 

 Our panelists are:

Aisha Harvey, Head, Collection Development, Duke University (ASERL)

Karen Wilhoit, Associate University Librarian for Collections, Wright State University (OhioLINK)

 

*Please also consider serving as the next vice chair for this interest group. 
For more information, please contact co-chairs Dracine Hodges (hodges.368@osu.edu) or Megan Dazey (megan.dazey@mso.umt.edu)

 

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Discussion FYI: ALCTS Preconference, Patron-Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk

by Dracine Hodges on Tue, May 10, 2011 at 12:14 pm

ALCTS Preconference – ALA Annual Conference 2011 

Patron-Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk
Friday, June 24, 2011 (8:30 a.m. – 4:00 p.m.)

ALCTS Preconference – ALA Annual Conference 2011 

Patron-Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk
Friday, June 24, 2011 (8:30 a.m. – 4:00 p.m.)

More libraries are utilizing patron driven acquisition (PDA) and vendors are offering creative business models to complement traditional purchasing approaches, posing new opportunities/challenges for acquisitions. This pre-conference, led by experienced professionals, will guide attendees through the different models, expose them to real life programs at libraries of varying sizes, offer strategies for the set-up and on-going management, as well as point out common technical services issues.

Speakers:
 Clare Appavoo, Director of Sales & Strategic Support, Coutts Information Services; Matt Barnes, Vice President Academic Sales, ebrary; Robin Champieux, Vice President, Business Development; Adam Chandler, E-Resources & Database Management Research Librarian, Cornell University; Annette Day, Head, Collection Management, North Carolina State University; Michael Levine-Clark, Collections Librarian, University of Denver; Boaz Nadav-Manes, Head, Acquisitions Services and Philosophy Librarian, Cornell University;, Barbara A. Kawecki, MLS; Senior Digital Content Sales Manager, YBP Library Services; Suzanne Ward, Head, Collection Management, Purdue University Libraries; Doug Way, Head of Collections, Grand Valley State University; Rick Lugg, R2 Consulting LLC.

Sponsored by ALCTS

Tickets: Advance Registration (ends May 13) and Onsite Registration:
ALA Member $239; Division (ALCTS) Member $219; Retired Member, $99; Student Member $99; Non-Member $319

Event Code: ALC2

To learn more and to register, go to: http://alaannual.org/content/alcts

Facebook link: http://fb.me/JwFIXSyN

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Provides an informal forum for collection development and technical service librarians to exchange information and discuss techniques, new developments, problems, technological advances and emerging trends in the bibliographic searching of library materials to be considered for purchase, acquired, and/or catalogued.

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