Technical Services Workflows: trends and good practices David Whitehair Senior Product Manager OCLC...

transcript

Technical Services Workflows: trends and

good practices

David Whitehair

Senior Product Manager

whitehad@oclc.org

OVGTSL 2012

May 3, 2012

Evansville, IN

www.oclc.org/reportswww.oclc.org/reports

Who participated?Who participated?

By library typeAcademicPublicCommunity collegeLawMedicalFederal GovernmentSchoolState GovernmentState LibraryCorporateMuseumOther

4,168 librari-ans

By role

Director/DeanManagerLibrarianOther

n = 3,308

41%51%

By library tenure

5 years or less6 to 20 yearsMore than 20 years

n = 3,307

The library: Use, shape and format

Staying informed

Advice for OCLC

Priorities

Priorities of public librariansPriorities of public librarians

Tops the list Missed the cut

Ensuring adequate Internet access 36%

Demonstrating value to funders 34%

Licensed e-collections/e-books 32%

Access to new technology 29%

Forming community partnerships 28%

Digitization projects 6%

Integrating social media 6%

Succession plans for library staff 6%

Open-source products 4%

Cloud computing 2%

n=1,161

Priorities of academic librariansPriorities of academic librarians

Future of higher education and the library’s role 42%

Facilities issues 39%

Visibility of library’s collection 30%

Digitization projects 23%

Succession plans for library staff 7%

Cloud computing 6%

Integrating social media 6%

Data curation 5%

Open access publishing 5%

n=1,786

Priorities of community college librariansPriorities of community college librarians

Future of higher education and the library’s role 45%

Visibility of library’s collection 43%

Facilities issues 35%

Access by mobile devices 32%

Cloud computing 6%

IR discovery and aggregation 2%

Deaccessioning print materials 2%

Open access publishing 1%

Data curation 0%

So many priorities…So many priorities…

TrendsTrends

• Merge acquisitions and cataloging departments

• Streamline technical services to focus on hidden collections

• Receive vendor records

• Implement shelf-ready for print materials

• Define “good enough” bibliographic records

• Evaluate patron driven acquisitions

Receiving shelf-ready itemsReceiving shelf-ready items

• Shift print to shelf-ready with vendor records

• Checklist for acquisitions staff to complete physical check of books and processing

• Categories:

• Need additional cataloging

• Need additional physical processing

• Bypass cataloging and processing

• Goal to bypass cataloging as much as possible

E-book cataloging using print book processesE-book cataloging using print book processes

Working with large sets of recordsWorking with large sets of records

• Get sets of records from vendors

• Have a unique way to retrieve records in set

• Keep timetable for history

• Keep sample edited record for each file to help remember changes need for next file

• Create a procedure for editing

• Be aware of local system capabilities – indexing, # of records that can be loaded, etc.

• Use MarcEdit

Good enough catalogingGood enough cataloging

• Implement a “good enough” record definition

• Re-evaluate local practices

• Impact on duplicate call numbers

• Cross train: cataloging staff help in public services to better understand how the data is used

Follow a good recipeFollow a good recipe

1. Remove roast from refrigerator.

2. Cut two inches from each side, discard.3. 4. 5.

Grandma’s Secret Roast

UNC Charlotte at the Charleston ConferenceUNC Charlotte at the Charleston Conference

• Consultants hired; interviewed staff; prepared 100 pg report

• Consolidated to one vendor with shelf-ready & WCP

• Eliminated pre-order searching; provided vendor ISBNs

• Tightened approval plan; eliminated staff review

• Electronic selection of notification slips

• Adopted restrictive gift policy

• Reduced periodical binding, serial check-in/claiming

• Reduced fund structure from 800 to 200

• Fast catalog non-shelf-ready items (copy cataloging without checking all fields)

• 85% monographs processed without staff intervention

Results…Results…

How to digitize and describe over 3100 photographs and

postcards… and still do everything else!!!

Online Catalogs: What Users and Librarians WantOnline Catalogs: What Users and Librarians Want

End-Users expect online catalogs:

•to look/behave like popular Web sites

•to have summaries, abstracts, tables of contents

•to link directly to needed information

Librarians expect online catalogs:

•to help staff carry out work responsibilities

•to have accurate, structured data

•to exhibit library principles of organization

http://www.oclc.org/us/en/reports/onlinecatalogs/default.htm

April 2009

Recommended enhancements to WorldCatTotal end-user responses

End-User Results: Recommended Enhancements

Librarian/Staff Results: Highlighted Differences

Source: Online Catalogs study, PDF p. 51

Quilts 001 by Lansing Public Library, Lansing Illinois

http://www.flickr.com/photos/lansinglibrary/456681271/

Warm! by malamantra

http://www.flickr.com/photos/meghanandnick/2141323599/

Ways to bring change and get buy inWays to bring change and get buy in

• Get ideas from all staff

• Start small, have success, and then do more

• Agree to address corrections as needed (for example, don’t check all call numbers for uniqueness, but agree to address any duplicates reported)

• “Pilot” change

• Get input from external source

How will you react to change?How will you react to change?

• Keep an open mind

• Assist with organizational change to improve workflows

• Volunteer

• Seek professional development to learn new skills

Morag Boyd, Ohio State UniversityMorag Boyd, Ohio State University

“Don’t re-do, – re-use”

“They are all special, but in the same ways”

Surfer 1 9059 by casch52

http://www.flickr.com/photos/casch/220513228/

“You can’t stop the waves,but you can learn to surf”

--Jon Kabat-Zinn

Thank You!Thank You!

David Whitehair

Senior Product Manager

whitehad@oclc.org

Technical Services Workflows: trends and good practices David Whitehair Senior Product Manager OCLC...

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