Boston Mlc Ts2

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Workflows at the WMU University Libraries Technical Services Department

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Boston Mlc Ts2

  1. 1. Cooperation, Communication, and Collaboration: The 3 C's of Workflows at the WMU University Libraries Technical Services Department <ul><li>Sheila Bair </li></ul><ul><li>Cataloging and Metadata Librarian </li></ul><ul><li>George Boston </li></ul><ul><li>Electronic Resources and Serials Librarian </li></ul><ul><li>Randle Gedeon </li></ul><ul><li>Monographic Acquisitions and Gifts Librarian </li></ul>MLC Technical Services Conference, 2008 Lansing, Michigan
  2. 2. Who we are TSD Electronic Resources And Serials Cataloging and Metadata Monographic Acquisitions And Gifts Three Units, One Department
  3. 3. Goals for TSD <ul><li>Technical Services department was recently reorganized into three units: </li></ul><ul><ul><li>Cataloging and Metadata </li></ul></ul><ul><ul><li>Electronic Resources and Serials </li></ul></ul><ul><ul><li>Monographic Acquisitions and Gifts </li></ul></ul><ul><li>Each Unit had its goals … </li></ul>
  4. 4. Goals for ERASU <ul><li>Implement ERMS (Verde) </li></ul><ul><ul><li>Create data knowledgebase for Verde implementation </li></ul></ul><ul><li>Determine workflow/procedures for Electronic Resources and Serials </li></ul><ul><ul><li>Publish Electronic Resources and Serials workflow on internal WIKi </li></ul></ul><ul><ul><li>Rewrite job descriptions to reflect new organization </li></ul></ul><ul><li>Integrate serial holdings in SFX </li></ul><ul><li>Integrate the back end functionality of the following: ILS, SFX, Verde, A-Z lists </li></ul><ul><li>Push content to users via portal and course management systems/learning management tools </li></ul><ul><li>Instant messaging </li></ul>
  5. 5. Processes for Cooperation, Communication, and Collaboration: <ul><li>Best Practices Teams </li></ul><ul><li>Status Meetings </li></ul><ul><ul><li>TSD Unit Heads weekly meetings </li></ul></ul><ul><ul><li>Biweekly Electronic Resources unit meetings </li></ul></ul><ul><ul><li>Monthly Systems Technical Services meetings </li></ul></ul><ul><li>Intra-Library Coordination </li></ul><ul><ul><li>Central Reference </li></ul></ul><ul><ul><li>Systems </li></ul></ul><ul><ul><li>Associate Dean for Collections and Technical Services </li></ul></ul>
  6. 6. Tools for Cooperation, Communication, and Collaboration: <ul><li>Wiki </li></ul><ul><ul><li>Departmental procedures available for staff </li></ul></ul><ul><ul><li>Sandbox for joint projects </li></ul></ul><ul><li>IM </li></ul><ul><ul><li>Library wide system based on Trilian </li></ul></ul><ul><ul><li>Meebo box used for public access to IM </li></ul></ul><ul><li>Voyager reports </li></ul><ul><ul><li>Ability to directly query the Oracle database </li></ul></ul><ul><li>Other? </li></ul><ul><ul><li>Will other systems help us achieve our goals? </li></ul></ul><ul><ul><ul><li>Google Docs? Enhancements to Wiki? </li></ul></ul></ul>
  7. 7. Wiki
  8. 8. Instant Messaging using Trillian (internal) and Meebo (external)
  9. 9. Voyager Reports (Custom MS Access reports)
  10. 10. Collaborative Projects : <ul><li>Electronic Resources and Serials </li></ul><ul><ul><li>SFX Menu redesign project </li></ul></ul><ul><ul><ul><li>Persistent link creator </li></ul></ul></ul><ul><ul><ul><ul><li>Provides static link for integration into Course Management Systems or bibliographies </li></ul></ul></ul></ul><ul><ul><ul><li>Context sensitive help system </li></ul></ul></ul><ul><ul><ul><ul><li>Meebo instant messaging system Integrated into the SFX help pages </li></ul></ul></ul></ul><ul><ul><ul><ul><li>  </li></ul></ul></ul></ul><ul><ul><ul><li>Monitoring and Evaluation of Changes </li></ul></ul></ul>
  11. 11. Collaborative Projects : <ul><li>Verde ERMs implementation </li></ul><ul><ul><li>Verde Knowledgebase Creation </li></ul></ul><ul><ul><li>Coordination with Cataloging Staff </li></ul></ul><ul><ul><ul><li>Hacking the Verde Status Field to Indicate Cataloging Status </li></ul></ul></ul><ul><li>Plans for further integration </li></ul><ul><ul><li>Verde workflows? </li></ul></ul>
  12. 12. Collaborative Projects : <ul><li>Coordination with Cataloging and Metadata </li></ul><ul><ul><li>Serial Holdings Reclamation project </li></ul></ul><ul><ul><ul><li>Integration of Print Holdings into SFX </li></ul></ul></ul><ul><ul><ul><ul><li>Phase I: Integration of summary holdings </li></ul></ul></ul></ul><ul><ul><ul><ul><li>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. </li></ul></ul></ul></ul><ul><ul><li>MARC Record downloads </li></ul></ul>
  13. 13. Collaborative Projects : <ul><li>Coordination with Monographic Acquisition </li></ul><ul><ul><li>GVRL ebook purchases </li></ul></ul><ul><ul><li>Large electronic resource purchases </li></ul></ul><ul><ul><ul><li>Both require coordination for funds management </li></ul></ul></ul><ul><ul><ul><li>Availability and activation coordination </li></ul></ul></ul><ul><ul><ul><li>Verde ERMs input </li></ul></ul></ul><ul><ul><li>Blackwell ECHO ebook purchases </li></ul></ul><ul><ul><ul><li>Integration with existing subscription-based ebooks on ebrary platform </li></ul></ul></ul><ul><ul><ul><ul><li>Coordination required for SFX activation, MARC records </li></ul></ul></ul></ul><ul><ul><li>EDI setup </li></ul></ul>
  14. 14. Contact Information: <ul><li>George Boston </li></ul><ul><li>Electronic Resources and Serials Librarian </li></ul><ul><li>Western Michigan University </li></ul><ul><li>Email: george.boston@wmich.edu </li></ul><ul><li>Telephone: (269) 387-5147 </li></ul>

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