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Please join the ALCTS Technical Services Workflow Efficiency Interest Group at 
the 2015 ALA Annual Conference in San Francisco.

Time: Monday June 29, 2015, 1:00 p.m. - 2:30 p.m.
Place: Moscone Convention Center, 236-238 (S)


Add this event to your ALA Conference Schedule: 
http://alaac15.ala.org/node/29231

>From Spreadsheets to Systems: Acquiring New E-resources at MTSU
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. I would like to present a brief overview of these 
systems and how we use them to improve workflow.

Growing Pains: Migrating from a Locally Built ILS to a Vendor System
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.

I will discuss the changes that were made and the reasoning behind them, 
including: The history leading up to the new ILS, Metropolitan's unique 
technical services operations, how the need for new workflows was determined, 
how new workflows were designed, what works and doesn't, and the challenges and 
opportunities associated with the changes.

Goal:  Acquaint attendees with ideas regarding the how and why of redesigning 
technical services workflows, including thinking "outside the box."

Objectives: Attendees will learn ideas for evaluating workflows, new ways to 
think about designing workflows and to use technology in technical services, 
and will also enjoy hearing Metropolitan's story.


Shapeshift:  Leveraging Institutional Re-organization to Integrate Technical 
Services Units and Promote Innovation in Metadata Services
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.

Take Two! Revamping Collection Development Workflow for Streaming Video 
Collections
Mary Wahl, Digital Services Librarian, California State University, Northridge
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 will discuss the Committee's process in creating 
the workflow and documents. The Committee continues to adjust the workflow 
where needed, which will also be discussed.

Looking forward to seeing you there!

Annie and Michael
Co-chairs, TSWEIG


Annie Glerum
Head of Complex Cataloging
Florida State University
[email protected]<https://exchange.fsu.edu/owa/redir.aspx?C=He7GiKRbP0mPDMQYUznm24yugI-nANIIZaeqZ8tgVZYYtyO1fpW00OtveRnrwxUw5JBMm_je6vo.&URL=mailto%3aaglerum%40fsu.edu>

Michael Winecoff
Associate University Librarian for Technical Services
University of North Carolina at Charlotte
[email protected]<mailto:[email protected]>

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