Core Technical Services Workflow Efficiency Interest Group

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Purpose: Provides 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.

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This interest group is part of Core's Metadata and Collections Section.

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ALA Annual 2015 Meeting Presentations

  • 1.  ALA Annual 2015 Meeting Presentations

    Posted Jul 21, 2015 02:10 PM

    Hello all,

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

    Please let Annie or I know if you have trouble accessing these PDFs.

    Heylicken "Hayley" Moreno, co-chair



    "From Spreadsheets to Systems: Acquiring New E-resources at MTSU," by Beverly J. Geckle, Continuing Resources Librarian, Middle Tennessee State University. 

    Keeping track of the early stages of e-resource acquisition, from request to access can be a challenge. Relying on emails, Word documents, spreadsheets and memories is fraught with problems. At Middle Tennessee State University (MTSU), information is now recorded in systems that can track statuses and issue automatic alerts to appropriate people. Systems can be accessed by various stakeholders simultaneously without version control issues. Requests are submitted via online forms (JotForms) and recorded in the ERMS (Serials Solutions Resource Manager). The university has implemented an online procurement system (SciQuest) which tracks orders through the procurement and contract approval processes.  A brief overview of these systems and how they are used to improve workflow was presented.


    filename: TSWEIG_AN15_Rodriguez-Atkins

    "Growing Pains: Migrating from a Locally Built ILS to a Vendor System," by Pauline Rodriguez-Atkins, Manager, Cataloging and Interlibrary Loan, Metropolitan Library System, Oklahoma City.

    In September 2014, Metropolitan Library System, Oklahoma City, migrated from a locally designed ILS to a vendor system. The local ILS had been used in some form for almost 30 years. The ILS and technical services operations were intertwined: some ILS features were designed to accommodate technical services workflow, and vice versa.  Although the vendor ILS contains some of the local system’s design features, technical services workflows have required significant redesign and/or restructuring.

    The discussion included some of the issues resulting from the migration, including: The history leading up to the new ILS, Metropolitan’s unique technical services operations, ways to evaluate technical services workflows, steps to take when quick changes are needed, and the challenges and opportunities associated with the changes.


     filename: TSWEIG_AN15_Glendon

    "Shapeshift:  Leveraging Institutional Re-organization to Integrate Technical Services Units and Promote Innovation in Metadata Services," by Ivey Glendon, Manager, Metadata Analysis & Design, Collections Access & Discovery, University of Virginia Library.

    At the University of Virginia Library, a library-wide re-organization of departments and services has provided technical services units the opportunity to evaluate staffing allocations and services focused on acquisition, description, and discovery of library materials. This presentation will focus on how the University of Virginia Library has integrated Special Collections and non-Special Collections technical service units, re-imagined acquisitions functions, and created new units focused on MARC and non-MARC metadata creation as well as metadata analysis and design. Though nascent, these changes have already enabled the metadata services units to expand their missions within the library, confront processing backlogs (particularly in the area of legacy finding aids), and prepare for significant education and cross-training among units to achieve newly-defined shared goals.


     filename: TSWEIG_AN15_WahlMayberry

    "Take Two! Revamping Collection Development Workflow for Streaming Video Collections," by Mary Wahl, Digital Services Librarian and Christina Mayberry, Collection Development Coordinator, California State University, Northridge.

    At our large academic library, it was determined that current video streaming activity needed to be reconsidered and that a decision tree for incoming video requests needed to be created. In fall 2014, a Video Streaming Decision Tree Committee was formed with librarians and staff from various units within the Library including Collection Development, Acquisitions, and Music & Media. The Committee created a detailed decision tree that accounts for the complexities of streaming media, as well as a corresponding worksheet to record the decision process and a new online form for submitting video requests. The new decision tree, worksheet and online form were put into practice in the spring 2015 semester. This presentation discussed the Committee’s process in creating the workflow and documents. The Committee continues to adjust the workflow where needed, which also was discussed.


    TSWEIG_AN15_Geckle.pdf   1.10 MB 1 version
    TSWEIG_AN15_Glendon.pdf   897 KB 1 version
    TSWEIG_AN15_WahlMayberry.pdf   2.67 MB 1 version