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TECHNICAL SERVICES: CHANGING
 WORKFLOWS, CHANGING PROCESSES,
 PERSONNEL RESTRUCTURING…OH MY




Christine Fischer, Head of Acquisitions, UNCG

NCLA Biennial Conference

10/6/2011
                                                1
OUR ENVIRONMENT
 University of North Carolina at Greensboro
   • Established 1891
   • Doctoral-granting, research-intensive institution
   • Enrollment: 18,425
   • Over 100 undergraduate, 61 masters and 26
     doctoral programs




                                                         2
THE UNIVERSITY LIBRARIES
 Include main library (Jackson Library) and a
  separate Music Library
 Affiliates: Multicultural Resource Center, Interior
  Architecture Library
 Current holdings 3.3 million items
 Access to 44,000 journals electronically
 60 support staff and 34 librarians


                                                        3
UNIVERSITY LIBRARIES:
PLANNING FOR CHANGING NEEDS
 Respond to user needs and suggestions (various
  focus groups; LibQUAL 2008, spring 2012)
 Respond to the external environment in higher
  education, academic libraries, publishing, and the
  economy




                                                  4
The Review
Process


throughout the
libraries




                 5
Trends and
 Emerging
 Concepts           Departmental
  [12/2010]           job/task
                      analysis
                       [1/2011]


   Skills
Development         Performance
[starting 8/2011]
                    Management
                       Plans
                    [new work plans
                        9/2011]

 ClimateQUAL
      [10/2011]

                                      6
SUPERVISOR:
RELAY WHAT YOU KNOW
 Be up front about
  what is coming or
  what you think might
  be coming
 Encourage staff to
  ask you or the
  administration about
  rumors
 Listen to staff
  concerns and ideas

                         7
LIBRARY-WIDE REPURPOSING
 Two staff positions     Two staff positions
  moved to ERIT            moved to SCUA
   1. Digital projects      3. Special Collections
   2. Support team          4. University Archives




                                                     8
EFFECT ON ACQUISITIONS DEPARTMENT
(WHICH INCLUDES SERIALS)


       FY2011             FY2012
       9 staff            7 staff
       1 librarian        1 librarian


     2 positions reallocated to other departments

                                                    9
STAFFING CHANGES
 Repurposed positions
   Binding/Serials to University Archives
   Gifts/Acquisitions to ERIT (Electronic
    Resources and Information Technology)
    Support Team




                                             10
THE PROCESS
 Staff reallocation
  - Stress on employee and colleagues
  - Sense of loss of control
  - Grief over loss of former role
  - Tension during transition
  + Opportunity to learn new skills
  + Sense of contributing to library goals
  + Chance to work with a variety of
    colleagues

                                             11
MANAGING THE CHANGES
 Provide support
  • Open communication & listening
  • Involving staff in the process
  • Setting clear goals
  • Training
  • Recognizing staff by showing that their
    work contribution is valued


                                              12
THE DEPARTMENT’S NEW STRUCTURE
 Reassigned key responsibilities and essential
  tasks (Career Banding)
 Provided training
 Informed all library employees of changes
 Updated departmental web pages
 Reevaluated procedures



                                                  13
CONTRIBUTING FACTOR
Budget in FY2012
     Collections budget reduced by $1MM
     Current collections budget $2.8MM

                   Less material to purchase
                   and receive
                   (More reports to generate)


                                                14
…ANOTHER FACTOR
 Building renovation project
   • One staff member’s office won’t move until new
     SCUA space is available for use
   • All related moves on hold
      • Binding space
      • Receptionist’s office
      • Gift room
      • Book sale


                                                      15
CHANGE IS ONGOING
         Help staff manage in
          an environment of
          constant change
         Volunteer or
          volunteered




                                 16
HOW TO DO MORE WITH THE SAME (OR
FEWER) NUMBER OF PEOPLE

 Faith and confidence in your staff
 Willingness to troubleshoot and tweak
  workflows and procedures
 Lots of chances to have feedback
 Know when to move on with not much
  looking back
                                          17
CONTRIBUTING OUR SKILLS
 Ebooks / print serials to e-resources
 Patron driven acquisitions
 ILL purchase on demand
 DVDs (instructional and entertainment)
 Copy cataloging
 Lease plans – popular titles / audiobooks*


                                           18
NEW ROLES: GETTING IT JUST RIGHT
    Keep the level of detail manageable so
     as not to overwhelm
    Provide enough information or direction
     to offer context and allow for success
    Getting it just right will vary from person
     to person – enough to have pride and
     ownership but not so much as to feel it
     can’t be accomplished

                                              19
WHAT SHOULD WE STOP DOING?
 Each department prepared list of activities to consider
  discontinuing
 Some activities were stopped immediately
 Selected activities up for further discussion
   • Gifts processing
   • Institutional repository tasks
   • Applying purchases to pooled fund codes rather
     than departmental (PDA, instructional films)

                                                            20
MAKING IT A SUCCESS
   Training
   Developing integrated
    workflows
   Resolving issues &
    troubleshooting
   Improving efficiency
   Ownership


                            21
RESOURCES
Chimato, Mary Carmen. “How an Economic Crisis May
  Improve Your Management Skills: Strategies for
  Making It Through Uncertain Times.” College &
  Research Libraries News 70.6 (2009): 342-344.

Morrissett, Linda A. “Library Staff Reallocation: A
 Humanistic Management Approach.” The Southeastern
 Librarian 44.1 (1994): 12-15.

Taber, Anne Marie, and Mary Jane Conger. “Relevance
  Recognized: Value-added Cataloging for Departmental
  and Digital Collections.” Cataloging & Classification
  Quarterly 48.6/7 (2010): 585-601.

                                                     22
THANK YOU

         Christine Fischer
       cmfische@uncg.edu




                             23

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Changing workflows changing processes

  • 1. TECHNICAL SERVICES: CHANGING WORKFLOWS, CHANGING PROCESSES, PERSONNEL RESTRUCTURING…OH MY Christine Fischer, Head of Acquisitions, UNCG NCLA Biennial Conference 10/6/2011 1
  • 2. OUR ENVIRONMENT  University of North Carolina at Greensboro • Established 1891 • Doctoral-granting, research-intensive institution • Enrollment: 18,425 • Over 100 undergraduate, 61 masters and 26 doctoral programs 2
  • 3. THE UNIVERSITY LIBRARIES  Include main library (Jackson Library) and a separate Music Library  Affiliates: Multicultural Resource Center, Interior Architecture Library  Current holdings 3.3 million items  Access to 44,000 journals electronically  60 support staff and 34 librarians 3
  • 4. UNIVERSITY LIBRARIES: PLANNING FOR CHANGING NEEDS  Respond to user needs and suggestions (various focus groups; LibQUAL 2008, spring 2012)  Respond to the external environment in higher education, academic libraries, publishing, and the economy 4
  • 6. Trends and Emerging Concepts Departmental [12/2010] job/task analysis [1/2011] Skills Development Performance [starting 8/2011] Management Plans [new work plans 9/2011] ClimateQUAL [10/2011] 6
  • 7. SUPERVISOR: RELAY WHAT YOU KNOW  Be up front about what is coming or what you think might be coming  Encourage staff to ask you or the administration about rumors  Listen to staff concerns and ideas 7
  • 8. LIBRARY-WIDE REPURPOSING  Two staff positions  Two staff positions moved to ERIT moved to SCUA 1. Digital projects 3. Special Collections 2. Support team 4. University Archives 8
  • 9. EFFECT ON ACQUISITIONS DEPARTMENT (WHICH INCLUDES SERIALS) FY2011 FY2012 9 staff 7 staff 1 librarian 1 librarian 2 positions reallocated to other departments 9
  • 10. STAFFING CHANGES  Repurposed positions  Binding/Serials to University Archives  Gifts/Acquisitions to ERIT (Electronic Resources and Information Technology) Support Team 10
  • 11. THE PROCESS  Staff reallocation - Stress on employee and colleagues - Sense of loss of control - Grief over loss of former role - Tension during transition + Opportunity to learn new skills + Sense of contributing to library goals + Chance to work with a variety of colleagues 11
  • 12. MANAGING THE CHANGES  Provide support • Open communication & listening • Involving staff in the process • Setting clear goals • Training • Recognizing staff by showing that their work contribution is valued 12
  • 13. THE DEPARTMENT’S NEW STRUCTURE  Reassigned key responsibilities and essential tasks (Career Banding)  Provided training  Informed all library employees of changes  Updated departmental web pages  Reevaluated procedures 13
  • 14. CONTRIBUTING FACTOR Budget in FY2012 Collections budget reduced by $1MM Current collections budget $2.8MM Less material to purchase and receive (More reports to generate) 14
  • 15. …ANOTHER FACTOR  Building renovation project • One staff member’s office won’t move until new SCUA space is available for use • All related moves on hold • Binding space • Receptionist’s office • Gift room • Book sale 15
  • 16. CHANGE IS ONGOING  Help staff manage in an environment of constant change  Volunteer or volunteered 16
  • 17. HOW TO DO MORE WITH THE SAME (OR FEWER) NUMBER OF PEOPLE  Faith and confidence in your staff  Willingness to troubleshoot and tweak workflows and procedures  Lots of chances to have feedback  Know when to move on with not much looking back 17
  • 18. CONTRIBUTING OUR SKILLS  Ebooks / print serials to e-resources  Patron driven acquisitions  ILL purchase on demand  DVDs (instructional and entertainment)  Copy cataloging  Lease plans – popular titles / audiobooks* 18
  • 19. NEW ROLES: GETTING IT JUST RIGHT  Keep the level of detail manageable so as not to overwhelm  Provide enough information or direction to offer context and allow for success  Getting it just right will vary from person to person – enough to have pride and ownership but not so much as to feel it can’t be accomplished 19
  • 20. WHAT SHOULD WE STOP DOING?  Each department prepared list of activities to consider discontinuing  Some activities were stopped immediately  Selected activities up for further discussion • Gifts processing • Institutional repository tasks • Applying purchases to pooled fund codes rather than departmental (PDA, instructional films) 20
  • 21. MAKING IT A SUCCESS  Training  Developing integrated workflows  Resolving issues & troubleshooting  Improving efficiency  Ownership 21
  • 22. RESOURCES Chimato, Mary Carmen. “How an Economic Crisis May Improve Your Management Skills: Strategies for Making It Through Uncertain Times.” College & Research Libraries News 70.6 (2009): 342-344. Morrissett, Linda A. “Library Staff Reallocation: A Humanistic Management Approach.” The Southeastern Librarian 44.1 (1994): 12-15. Taber, Anne Marie, and Mary Jane Conger. “Relevance Recognized: Value-added Cataloging for Departmental and Digital Collections.” Cataloging & Classification Quarterly 48.6/7 (2010): 585-601. 22
  • 23. THANK YOU Christine Fischer cmfische@uncg.edu 23