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Removing What Gets in
the Way of Work:
Improving Library Workflow
Efficiencies
NISO Research Sharing Forum
Atlanta, GA
October 6-7, 2008
Adam Wathen
K-State Libraries
• Defining efficiency
• Applying business supply chain
modeling
• Library trends
Being Effective
• Effective work generates products in
line with the goals of the
organization
There is nothing so useless as doing
efficiently that which should not be
done at all.
~Peter Drucker
Efficiency
• Efficiency =
maximize achievement with allotted resources
• Increased efficiency
= achieve more with the same resources
OR
= achieve the same with fewer resources
2
The Supply Chain
Li, Ling. Supply Chain Management: Concepts, Techniques
and Practices – Enhancing Value Through
Collaboration. World Scientific, 2007.
Honey Company
Supply Network Internal Supply Chain
Distribution /
Logistics
Network
Customer
Customer
A virtual organization : shared data , information , and knowledge
Tier 1
Tier 2
Tier n
Marketing /
Sales
Accounting /
Finance
Distribution
Production
Sourcing
Supply Network
•Beekeepers
•Plastic Bottle makers
•Label supplier
•Molasses supplier
•Machinery
manufacture
•Box makers
Logistics:
•Transport
•Communication
•Accreditation
•Inventory
management
•Order processing
•Warehousing
Internal:
•Packing
•Packaging
•Labeling
•Quality control
•Sales
•Marketing
•Accounting
Distribution:
•Transport
•Storage
•Pricing
•Inventory
•Tracking
•Channels
•Advertising
Interlibrary Loan
Supply Network Internal Supply Chain
Distribution /
Logistics
Network
Customer
Customer
A virtual organization : shared data , information , and knowledge
Tier 1
Tier 2
Tier n
Marketing /
Sales
Accounting /
Finance
Distribution
Production
Sourcing
Supply Network
•Libraries
•Publishers
•Vendors
•Free sources
Logistics:
•OCLC
•Cataloging /
Metadata
•ILLiad
•RAPID
•Kansas Library
Catalog
•UPS / FedEx /
USPS / Courier
•Consortial
arrangements
Internal:
•Storage
•Retrieval
•Packing
•Scanning
Distribution:
•Document
Delivery
•Other libraries
•Direct mailing
•Circulation desk
Virtual Organization
• Extends patron base
• Extends the collection
• From product focus to network focus
– Resource-rich environment
3
Where do we find new
efficiencies?
Supply Network Internal Supply Chain
Distribution /
Logistics
Network
Customer
Customer
A virtual organization : shared data , information , and knowledge
Tier 1
Tier 2
Tier n
Marketing /
Sales
Accounting /
Finance
Distribution
Production
Sourcing
Supply
Chain
Internal
Operations
Logistics
Distribution
Aggregated participation
• Increased Trust
• Power to create our own solutions
• Increased availability of information
• The cumulative cost of investment
demands continued existence
WorldCat Growth 1994-2007
0
20
40
60
80
100
120
140
160
180
200
1994
1996
1998
2000
2002
2004
2006
Records in
Database (millions)
Member Libraries
(thousands)
Records added to
Catalog (hundred
thousands)
Data from, OCLC Annual Reports:
http://www.oclc.org/news/publications/annualreports/default.htm
9x
3x
3x
Trend 1
Movement toward shared
processes
– Moving from “ownership” to “access”
– Moving from “just in case” to “just in time”
– Extending the supply chain
4
Shared processes
• Integration of library organizations
• Collaborative collecting
• Consortial purchasing
• Shared storage facilities
• Shared technological support and
development for library tools
– open source ILS systems
– LibX toolbar
– Catalogers toolkit (voyager)
– VRS (Voyager Reporting System)
Shared Processes
• Higher reliance on vendors
• Purchasing general materials
• Hosting/housing content
• Processing materials
• Metadata services
• Archiving services
• Shift of library workforce
• From acquisitions, processing, and cataloging
• To programming, consortial relations, scholarly
communications
Trend 2
Developing Unique Collections
– Collections moving from the mundane to
the arcane
– Libraries are shifting labor from general
materials processing to the processing
of archived unique collections
Developing Unique Collections
• Going digital with our unique content
• Change in the expectation of findability
• Creating value-added collections
• marketable
5
Developing Unique Collections
(implications)
• Outsourcing of general purchasing
• Standing orders
• Approval plans
• Massive increase in the amount of available
information and research
• Stop developing collections which are not
strategic to the organization
• Fewer libraries as providers of general content
• Increase in ILL services
Trend 3
Copyright and Licensing in
the Digital Age
– Digital delivery has changed the way
that libraries purchase content.
Copyright and Licensing
• Need for more standardized licensing
• Sustainable and stable models for libraries AND
publishers
• Advocate for self-archiving clauses and
retention of copyright
• Advocate for lendable E-content
• Define copyright and ownership for e-content
Adam Wathen
K-State Libraries
?

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Wathen "Removing What Gets in the Way of Work: Improving Library Workflow Efficiencies"

  • 1. 1 Removing What Gets in the Way of Work: Improving Library Workflow Efficiencies NISO Research Sharing Forum Atlanta, GA October 6-7, 2008 Adam Wathen K-State Libraries • Defining efficiency • Applying business supply chain modeling • Library trends Being Effective • Effective work generates products in line with the goals of the organization There is nothing so useless as doing efficiently that which should not be done at all. ~Peter Drucker Efficiency • Efficiency = maximize achievement with allotted resources • Increased efficiency = achieve more with the same resources OR = achieve the same with fewer resources
  • 2. 2 The Supply Chain Li, Ling. Supply Chain Management: Concepts, Techniques and Practices – Enhancing Value Through Collaboration. World Scientific, 2007. Honey Company Supply Network Internal Supply Chain Distribution / Logistics Network Customer Customer A virtual organization : shared data , information , and knowledge Tier 1 Tier 2 Tier n Marketing / Sales Accounting / Finance Distribution Production Sourcing Supply Network •Beekeepers •Plastic Bottle makers •Label supplier •Molasses supplier •Machinery manufacture •Box makers Logistics: •Transport •Communication •Accreditation •Inventory management •Order processing •Warehousing Internal: •Packing •Packaging •Labeling •Quality control •Sales •Marketing •Accounting Distribution: •Transport •Storage •Pricing •Inventory •Tracking •Channels •Advertising Interlibrary Loan Supply Network Internal Supply Chain Distribution / Logistics Network Customer Customer A virtual organization : shared data , information , and knowledge Tier 1 Tier 2 Tier n Marketing / Sales Accounting / Finance Distribution Production Sourcing Supply Network •Libraries •Publishers •Vendors •Free sources Logistics: •OCLC •Cataloging / Metadata •ILLiad •RAPID •Kansas Library Catalog •UPS / FedEx / USPS / Courier •Consortial arrangements Internal: •Storage •Retrieval •Packing •Scanning Distribution: •Document Delivery •Other libraries •Direct mailing •Circulation desk Virtual Organization • Extends patron base • Extends the collection • From product focus to network focus – Resource-rich environment
  • 3. 3 Where do we find new efficiencies? Supply Network Internal Supply Chain Distribution / Logistics Network Customer Customer A virtual organization : shared data , information , and knowledge Tier 1 Tier 2 Tier n Marketing / Sales Accounting / Finance Distribution Production Sourcing Supply Chain Internal Operations Logistics Distribution Aggregated participation • Increased Trust • Power to create our own solutions • Increased availability of information • The cumulative cost of investment demands continued existence WorldCat Growth 1994-2007 0 20 40 60 80 100 120 140 160 180 200 1994 1996 1998 2000 2002 2004 2006 Records in Database (millions) Member Libraries (thousands) Records added to Catalog (hundred thousands) Data from, OCLC Annual Reports: http://www.oclc.org/news/publications/annualreports/default.htm 9x 3x 3x Trend 1 Movement toward shared processes – Moving from “ownership” to “access” – Moving from “just in case” to “just in time” – Extending the supply chain
  • 4. 4 Shared processes • Integration of library organizations • Collaborative collecting • Consortial purchasing • Shared storage facilities • Shared technological support and development for library tools – open source ILS systems – LibX toolbar – Catalogers toolkit (voyager) – VRS (Voyager Reporting System) Shared Processes • Higher reliance on vendors • Purchasing general materials • Hosting/housing content • Processing materials • Metadata services • Archiving services • Shift of library workforce • From acquisitions, processing, and cataloging • To programming, consortial relations, scholarly communications Trend 2 Developing Unique Collections – Collections moving from the mundane to the arcane – Libraries are shifting labor from general materials processing to the processing of archived unique collections Developing Unique Collections • Going digital with our unique content • Change in the expectation of findability • Creating value-added collections • marketable
  • 5. 5 Developing Unique Collections (implications) • Outsourcing of general purchasing • Standing orders • Approval plans • Massive increase in the amount of available information and research • Stop developing collections which are not strategic to the organization • Fewer libraries as providers of general content • Increase in ILL services Trend 3 Copyright and Licensing in the Digital Age – Digital delivery has changed the way that libraries purchase content. Copyright and Licensing • Need for more standardized licensing • Sustainable and stable models for libraries AND publishers • Advocate for self-archiving clauses and retention of copyright • Advocate for lendable E-content • Define copyright and ownership for e-content Adam Wathen K-State Libraries ?