fostering learning and technology development in technical services
DESCRIPTION
In this blended presentation, we will cover two different but related topics: The reorganization or Technical Services at the University of Northern Colorado and the launch of a homegrown MS Access application to proactively check our e-journal holdings. In 2008, the University of Northern Colorado created a task force to re-configure Technical Services into a new model. The genesis of this decision was the awareness that electronic resources in all their variety were here to stay and knowledge about how to acquire, license, mount, maintain, afford, and renew these resources should not reside with a single E-resource librarian but should be shared across the department.TRANSCRIPT
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Fostering Learning and Technology Development in Technical Services
Caroline NortonJennifer Leffler
Rick Kerns
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Outline
• Goals of reorganization• Building our foundation• Building our structure• Building our future
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Goals of Technical Services Reorganization
• Reposition• Re-educate • Redundant
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Charge for Task force:
• Research current trends• Create choice of models• Create no new positions
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Task Force ModelsTeam leadership concept
Single manager concept
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Final organization plan: three units
• Procurement
• Processing & Description
• Maintenance
• Ordering, invoicing
• Receiving, cataloging
• E-resource management
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Building our foundation:
• All staff invited to change jobs• All staff invited to apply for three
promotions• Two vacancies filled• Training and cross-training
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Nobody expects
• The Spanish Inquisition• Jury Duty• Early retirement incentive program
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Building our structure
• PromptCat evaluation• ERM launch• Discovery tools exploration• Patron driven acquisition pilot• Workflow optimization
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Constraints
• Standalone applications
• Collaborative files location
• Procedures platform
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Building our Future
• Sharepoint• Process automation• PromptCat evaluation• Next Generation discovery tools
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Shift from E-Resources to Maintenance
Moved to other units:
• Ordering e-resources
• Licensing e-resources
• Cataloging e-resources
Added to our unit:
• Withdrawals in all formats
• Transfers• Proactive checking
of e-journal holdings
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Why Proactively Check?
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Parameters
• No money could be spent• Tool had to be developed in house• Staff members had to have assigned
titles• Ability to track by provider and staff
member• Monitor full text views so statistics
are not affected
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Parameters
• No money could be spent• Tool had to be developed in house
Leverage Existing Technology
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Parameters
• Staff members had to have assigned titles
• Ability to track by provider and staff member
• Monitor full text views so statistics are not affectedMS Access 2007
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Graphical User Interface
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Capturing Additional Information
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Integrating Issue Tracking
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Dashboard
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More Issue Reporting
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Reporting Functionality
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Success!
• No money could be spent• Tool had to be developed in house• Staff members had to have assigned
titles• Ability to track by provider and staff
member• Monitor full text views so statistics
are not affected
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Success!
• Staff trained on new procedures• Launched in November 2009– 8314 e-journals included– Approximately 1600 checked so far – Approximately 200 issues reported
• Goal of checking all titles once a semester
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Thank you!
• Rick Kerns– [email protected]
• Jennifer Leffler– [email protected]
• Caroline Norton– [email protected]