Cooperation, Communication, and Collaboration: The 3 C's of Workflows at the WMU University Libraries Technical Services Department Sheila Bair Cataloging and Metadata Librarian George Boston Electronic Resources and Serials Librarian Randle Gedeon Monographic Acquisitions and Gifts Librarian MLC Technical Services Conference, 2008 Lansing, Michigan

Sheila Bair

Cataloging and Metadata Librarian

George Boston

Electronic Resources and Serials Librarian

Randle Gedeon

Monographic Acquisitions and Gifts Librarian

Who we are TSD Electronic Resources And Serials Cataloging and Metadata Monographic Acquisitions And Gifts Three Units, One Department

Goals for TSD Technical Services department was recently reorganized into three units: Cataloging and Metadata Electronic Resources and Serials Monographic Acquisitions and Gifts Each Unit had its goals …

Technical Services department was recently reorganized into three units:

Cataloging and Metadata

Electronic Resources and Serials

Monographic Acquisitions and Gifts

Each Unit had its goals …

Goals for ERASU Implement ERMS (Verde) Create data knowledgebase for Verde implementation Determine workflow/procedures for Electronic Resources and Serials Publish Electronic Resources and Serials workflow on internal WIKi Rewrite job descriptions to reflect new organization Integrate serial holdings in SFX Integrate the back end functionality of the following: ILS, SFX, Verde, A-Z lists Push content to users via portal and course management systems/learning management tools Instant messaging

Implement ERMS (Verde)

Create data knowledgebase for Verde implementation

Determine workflow/procedures for Electronic Resources and Serials

Publish Electronic Resources and Serials workflow on internal WIKi

Rewrite job descriptions to reflect new organization

Integrate serial holdings in SFX

Integrate the back end functionality of the following: ILS, SFX, Verde, A-Z lists

Push content to users via portal and course management systems/learning management tools

Instant messaging

Processes for Cooperation, Communication, and Collaboration: Best Practices Teams Status Meetings TSD Unit Heads weekly meetings Biweekly Electronic Resources unit meetings Monthly Systems Technical Services meetings Intra-Library Coordination Central Reference Systems Associate Dean for Collections and Technical Services

Best Practices Teams

Status Meetings

TSD Unit Heads weekly meetings

Biweekly Electronic Resources unit meetings

Monthly Systems Technical Services meetings

Intra-Library Coordination

Central Reference

Systems

Associate Dean for Collections and Technical Services

Tools for Cooperation, Communication, and Collaboration: Wiki Departmental procedures available for staff Sandbox for joint projects IM Library wide system based on Trilian Meebo box used for public access to IM Voyager reports Ability to directly query the Oracle database Other? Will other systems help us achieve our goals? Google Docs? Enhancements to Wiki?

Wiki

Departmental procedures available for staff

Sandbox for joint projects

IM

Library wide system based on Trilian

Meebo box used for public access to IM

Voyager reports

Ability to directly query the Oracle database

Other?

Will other systems help us achieve our goals?

Google Docs? Enhancements to Wiki?

Wiki

Instant Messaging using Trillian (internal) and Meebo (external)

Voyager Reports (Custom MS Access reports)

Collaborative Projects : Electronic Resources and Serials SFX Menu redesign project Persistent link creator Provides static link for integration into Course Management Systems or bibliographies Context sensitive help system Meebo instant messaging system Integrated into the SFX help pages Monitoring and Evaluation of Changes

Electronic Resources and Serials

SFX Menu redesign project

Persistent link creator

Provides static link for integration into Course Management Systems or bibliographies

Context sensitive help system

Meebo instant messaging system Integrated into the SFX help pages

Monitoring and Evaluation of Changes

Collaborative Projects : Verde ERMs implementation Verde Knowledgebase Creation Coordination with Cataloging Staff Hacking the Verde Status Field to Indicate Cataloging Status Plans for further integration Verde workflows?

Verde ERMs implementation

Verde Knowledgebase Creation

Coordination with Cataloging Staff

Hacking the Verde Status Field to Indicate Cataloging Status

Plans for further integration

Verde workflows?

Collaborative Projects : Coordination with Cataloging and Metadata Serial Holdings Reclamation project Integration of Print Holdings into SFX Phase I: Integration of summary holdings Upon completion of holdings reclamation we can implement Phase II, which will seamlessly recognize the specific print holdings in response to a user’s journal request. MARC Record downloads

Coordination with Cataloging and Metadata

Serial Holdings Reclamation project

Integration of Print Holdings into SFX

Phase I: Integration of summary holdings

Upon completion of holdings reclamation we can implement Phase II, which will seamlessly recognize the specific print holdings in response to a user’s journal request.

MARC Record downloads

Collaborative Projects : Coordination with Monographic Acquisition GVRL ebook purchases Large electronic resource purchases Both require coordination for funds management Availability and activation coordination Verde ERMs input Blackwell ECHO ebook purchases Integration with existing subscription-based ebooks on ebrary platform Coordination required for SFX activation, MARC records EDI setup

Coordination with Monographic Acquisition

GVRL ebook purchases

Large electronic resource purchases

Both require coordination for funds management

Availability and activation coordination

Verde ERMs input

Blackwell ECHO ebook purchases

Integration with existing subscription-based ebooks on ebrary platform

Coordination required for SFX activation, MARC records

EDI setup

Contact Information: George Boston Electronic Resources and Serials Librarian Western Michigan University Email: george.boston@wmich.edu Telephone: (269) 387-5147

George Boston

Electronic Resources and Serials Librarian

Western Michigan University

Email: george.boston@wmich.edu

Telephone: (269) 387-5147