Technical Services Workflow Efficiency Interest Group (ALCTS) Community

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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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Discussion ALA Midwinter Meeting Presentations

by Margaret Glerum on Thu, Feb 5, 2015 at 06:03 pm

Hello All,

The presentations from our meeting at ALA Midwinter 2015 have been posted. Below are the summaries and their corresponding filenames. 

Just let me know if you have any trouble accessing these PDFs.

Annie Glerum, co-chair

 

Filename: TSWEIG_MW15_Moreno

Taking the First Step towards Change; A Workflow Analysis of the Cataloging Functions at the University of Houston Libraries,” presented by Heylicken "Hayley" Moreno.

Hello All,

The presentations from our meeting at ALA Midwinter 2015 have been posted. Below are the summaries and their corresponding filenames. 

Just let me know if you have any trouble accessing these PDFs.

Annie Glerum, co-chair

 

Filename: TSWEIG_MW15_Moreno

Taking the First Step towards Change; A Workflow Analysis of the Cataloging Functions at the University of Houston Libraries,” presented by Heylicken "Hayley" Moreno.

Institutional practices are sometimes put in place for historical reasons. Sometimes libraries do not even know why certain procedures are performed in a specific manner. With this in mind, it is important that librarians review current practices at their institutions. One of the first steps a librarian should take when analyzing their department’s functions is to perform a workflow analysis. A workflow analysis reviews procedures, identifies inefficiencies, and recommends the adoption of new practices. Performing such analysis can help streamline processes by making them more efficient and cohesive. In this presentation, participants will learn the various steps in workflow analysis and how these steps were applied to the Resource Description Unit’s workflow at the University of Houston Libraries.

 

Filename: TSWEIG_MW15_BartonMak

“Who Catalogs What?: A Virtual Workflow for Cataloging Electronic Theses & Dissertations,” presented by Joshua Barton & Lucas Mak.

Managing in-house cataloging of electronic resources requires procedures different from existing print-based workflows. A particular challenge is the absence of any physical queue to drive the work. MSU Libraries has devised a workflow for the institution’s electronic theses and dissertations (ETDs) that is independent of any workflows for the ETDs’ print counterparts, leveraging automation and cataloger expertise. We will review challenges and efficiencies in the steps, which include repurposing ETD metadata supplied by ETD authors and ProQuest, programmatically creating brief records via XML/XSLT in a local Fedora repository and the local ILS, enhancing brief records in the ILS by original catalogers using Google Sheets as a real-time, virtual workflow management tool, and the uptake of cataloger-enhanced metadata into the Fedora repository.

 

Filename: TSWEIG_MW15_Chen

“Linking E-Resources Management and Metadata Works,” presented by Sherab Chen

In a recent Librarians conference focusing on E-Resources management, I heard the buzz words of “ERM replacing cataloging.” This raised my question of what exactly an E-Resources Metadata Librarian’s role is in providing access and enhancing discovery of e-resources provided in today’s academic libraries. In my presentation, I would like to share some of our experiments in designing a more effective workflow that chains up with Acquisition and Collection Management, and strategies on transfer staff expertise from senior to new members. I will talk how to motivate staff for stewardship in day to day works and projects. And I would be most interested in exchange ideas with colleagues from other institutes in their undertakings and thinking.

 

Filename: TSWEIG_MW15_Landesman

“Expanding Technicians’ Work Within and Beyond the ILS: ‘Whoever Has the Item/Information Completes the Work’,” presented by Betty Landesman.

Silos are not limited to big departments.  When I started at UB in July 2012, the two technical services technicians did either acquisitions or copy cataloging/physical processing of new materials, but not both.  Their work was limited by system – if it wasn’t done in the ILS [for example, electronic resources management in Serials Solutions], someone else did it.  Following the principle of “whoever has the item/information completes the work”, technicians now add items to WorldCat Lists and create invoices for gifts as part of cataloging; do physical processing of materials as part of acquisitions; and maintain journal holdings in Serials Solutions and ebooks in SFX.  In addition, when the acquisitions technician left in July, the check-in and maintenance of our print journals and the entering and receiving of orders in the ILS passed to the other technician.  We are now advertising for a library technician, without functional distinction.

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File TSWEIG_MW15_Chen

by Margaret Glerum on Thu, Feb 5, 2015 at 05:54 pm

PDF File, 340.79 KB

File TSWEIG_MW15_Landesman

by Margaret Glerum on Thu, Feb 5, 2015 at 05:54 pm

PDF File, 1.58 MB

File TSWEIG_MW15_Moreno

by Margaret Glerum on Thu, Feb 5, 2015 at 05:54 pm

PDF File, 985.28 KB

File TSWEIG_MW15_BartonMak

by Margaret Glerum on Thu, Feb 5, 2015 at 05:54 pm

PDF File, 1.14 MB

Event Technical Services Workflow Efficiency Interest Group

by ALAConnect Helpdesk (staff) on Mon, Jan 26, 2015 at 02:44 pm

The Technical Services Workflow Efficiency Interest Group will be discussing best practices for streamlining workflows for technical services functions and staffing.

More information about this conference session

Discussion ALA Midwinter 2015 -- ALCTS Technical Services Workflow Efficiency Interest Group Meeting

by Margaret Glerum on Mon, Jan 12, 2015 at 01:17 pm

Please join us for the meeting of the ALCTS Technical Services Workflow Efficiency Interest Group at ALA Midwinter 2015.

 

Date: Monday, February 2

Time: 1:00-2:30 p.m.

Location: McCormick Place West, Room W176a

 

Please join us for the meeting of the ALCTS Technical Services Workflow Efficiency Interest Group at ALA Midwinter 2015.

 

Date: Monday, February 2

Time: 1:00-2:30 p.m.

Location: McCormick Place West, Room W176a

 

The Technical Services Workflow Efficiency Interest Group will be discussing best practices for streamlining workflows for technical services functions and staffing. In addition to the topics below, discussion points include adjusting workflows as staff increase their credentials and exploring efficiencies for tracking workflows with online tools.

 

Taking the First Step towards Change; A Workflow Analysis of the Cataloging Functions at the University of Houston Libraries,” presented by Heylicken "Hayley" Moreno.

Institutional practices are sometimes put in place for historical reasons. Sometimes libraries do not even know why certain procedures are performed in a specific manner. With this in mind, it is important that librarians review current practices at their institutions. One of the first steps a librarian should take when analyzing their department’s functions is to perform a workflow analysis. A workflow analysis reviews procedures, identifies inefficiencies, and recommends the adoption of new practices. Performing such analysis can help streamline processes by making them more efficient and cohesive. In this presentation, participants will learn the various steps in workflow analysis and how these steps were applied to the Resource Description Unit’s workflow at the University of Houston Libraries.

 

“Who Catalogs What?: A Virtual Workflow for Cataloging Electronic Theses & Dissertations,” presented by Joshua Barton & Lucas Mak.

Managing in-house cataloging of electronic resources requires procedures different from existing print-based workflows. A particular challenge is the absence of any physical queue to drive the work. Michigan State University Libraries has devised a workflow for the institution’s electronic theses and dissertations (ETDs) that is independent of any workflows for the ETDs’ print counterparts, leveraging automation and cataloger expertise. We will review challenges and efficiencies in the steps, which include repurposing ETD metadata supplied by ETD authors and ProQuest, programmatically creating brief records via XML/XSLT in a local Fedora repository and the local ILS, enhancing brief records in the ILS by original catalogers using Google Sheets as a real-time, virtual workflow management tool, and the uptake of cataloger-enhanced metadata into the Fedora repository.

 

“Linking E-Resources Management and Metadata Works,” presented by Sherab Chen.

In a recent librarians conference focusing on e-resources management, I heard the buzz words of “ERM replacing cataloging.” This raised the question of what exactly an E-Resources Metadata Librarian’s role is in providing access and enhancing discovery of e-resources provided in today’s academic libraries. In my presentation, I would like to share some of our experiments in designing a more effective workflow that chains up with Acquisition and Collection Management, and strategies on transfer staff expertise from senior to new members. I will talk about how to motivate staff for stewardship in day-to-day work and projects. And I would be most interested in exchanging ideas with colleagues from other institutions in their undertakings and thinking.

 

“Expanding Technicians’ Work Within and Beyond the ILS: ‘Whoever Has the Item/Information Completes the Work’,” presented by Betty Landesman.

Silos are not limited to big departments.  When I started at University of Baltimore in July 2012, the two technical services technicians did either acquisitions or copy cataloging/physical processing of new materials, but not both.  Their work was limited by system – if it wasn’t done in the ILS [for example, electronic resources management in Serials Solutions], someone else did it.  Following the principle of “whoever has the item/information completes the work”, technicians now add items to WorldCat Lists and create invoices for gifts as part of cataloging; do physical processing of materials as part of acquisitions; and maintain journal holdings in Serials Solutions and ebooks in SFX.  In addition, when the acquisitions technician left in July, the check-in and maintenance of our print journals and the entering and receiving of orders in the ILS passed to the other technician.  We are now advertising for a library technician, without functional distinction.

More...

Event ALA Midwinter 2015 -- ALCTS Technical Services Workflow Efficiency Interest Group Meeting

by Margaret Glerum on Mon, Jan 12, 2015 at 01:16 pm

ALCTS Technical Services Workflow Efficiency Interest Group meeting at ALA Midwinter 2015. 

Date: Monday, February 2

Time: 1:00-2:30 p.m.

Location: McCormick Place West, Room W176a

Discussion Call for Proposals: ALCTS Technical Services Workflow Efficiency Interest Group

by Michael Winecoff on Wed, Oct 22, 2014 at 10:57 am

The ALCTS Technical Services Workflow Efficiency Interest Group invites proposals for presentations and/or ideas for discussion points for our meeting at ALA Midwinter 2015 in Chicago on Monday, February 2 from 1:00 to 2:30 p.m.

TSWEIG's charge is to provide a forum to discuss and analyze techniques, new developments, problems and technological advances in the workflows associated with the evaluation, selection, acquisition, and discovery of library materials and resources.

The ALCTS Technical Services Workflow Efficiency Interest Group invites proposals for presentations and/or ideas for discussion points for our meeting at ALA Midwinter 2015 in Chicago on Monday, February 2 from 1:00 to 2:30 p.m.

TSWEIG's charge is to provide a forum to discuss and analyze techniques, new developments, problems and technological advances in the workflows associated with the evaluation, selection, acquisition, and discovery of library materials and resources.

If you or any of your colleagues in departments performing technical services are interested in discussing creative ways for developing and implementing efficient workflows and processes, submit your proposal and/or discussion topics!

Please email your proposal (including the presentation title, a brief abstract, and the name, position, email address of the presenter) or your ideas for discussion to the interest group co-chairs by Monday, November 17, 2014.

We look forward to hearing from you!

Interest Group co-chairs,

Michael Winecoff
Associate University Librarian for Technical Services
University of North Carolina Charlotte
mkwineco@uncc.edu

Annie Glerum
Head of Complex Cataloging
Florida State University Libraries
aglerum@fsu.edu

More...

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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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