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Making Change, Increasing Value:
Reorganizing Your
Access Services Department
Timothy Hackman, Paula Greenwell, James Spring, and Hilary Thompson
University of Maryland Libraries
Towson Conference for Academic Libraries
August 16, 2016
2 Quick Polls
• Poll 1: https://pollev.com/timhackman369
• Poll 2: https://pollev.com/jamesspring536
Background
Resource Sharing & Access Services
• New department head, October 2012
• Originally 5 units: Circulation & Reserves, Interlibrary Loan, Stacks,
Late Night, Billing
• Added 2 units: Information Services, Terrapin Learning Commons
• 24 x 5 service at 2 desks
• 31.5 FTE, 100+ students
• Lots of new staff & services
Reorganization Goals
• General:
• Improve efficiency of operations
• Increase staff engagement
• Improve the user experience
• Specific:
• Integrate staff and services from TLC and Information Services units
• Ensure work is shared equitably and efficiently
• Ensure consistent staffing across two service desks
• Identify and eliminate redundancies in our work
• Assess staffing needs and make the most of existing staff
• Allow and encourage staff to learn new tasks and build skills
Kotter’s Eight Stage
Change Process
2014 2015Oct Nov Dec 2015 Feb Mar Apr May Jun Jul Aug Sep
Guiding Coalition Formed
10/15/2014
Kick Off Meeting
11/12/2014
Staff Retreat
1/16/2015
Card Sorting Exercise
4/21/2015
Task Groups report to staff
7/30/2015
Reorganization
Effective Date
9/20/2015
11/10/2014
Time Logging
11/21/2014
1/19/2015 4/3/2015Time Log Analysis
4/22/2015
Org Chart Drafts & Revisions
6/15/2015
6/15/2015 8/14/2015Rewriting Job Descriptions
6/15/2015 7/29/2015Task Groups
Reorganization Process Timeline
Retrieval and Scanning: Before
Retrieval and Scanning:
After
Shipping and Receiving: Before
Shipping and
Receiving:
After
Desk Scheduling: Before
• No reliable method for backup and
shift coverage
• Questions of fairness arose in
break room conversation
Desk Scheduling:
After
• 3 Tiered backup system
• Equitable distribution of Desk
Hours based on Job
description
• Shift trade hierarchy
• Unit Supervisors have input
for desk schedule
Student Supervision: Before
Student
Supervision: After
Assessment
3 General Goals:
• Improve efficiency of operations
• Increase staff engagement
• Improve the user experience
Assessment – Goal 1
Labor & Assistance
Requests
FY2016 FY2017 % Change
Total Funds Requested $524,462 $508,414 - 3.06%
Total Hours Requested 49,932 49,012 - 1.84%
Learning Commons 9,984 10,780 + 7.97%
Stacks 7,050 6,240 - 11.49%
Late Night 6,336 6,840 + 7.95%
Interlibrary Loan 9,282 9,408 + 1.36%
Library Services Desk 17,280 15,744 - 8.89%
Assessment – Goals 1 & 3
0%
10%
20%
30%
40%
50%
60%
70%
80%
Hard Copy FY2015 Hard Copy FY2016 E-Reserves FY2015 E-Reserves FY2016
%FilledWithinTimeFrame
Course Reserves Fulfillment
0-1 days 0-3 days 0-7 days
0
1
2
3
4
5
6
For UMD users
(Request to
Receipt)
For CIC Partners
(Request to
Ship)
For RapidILL
(Request to
Ship)
For All Libraries
(Request to
Ship)
For CIC Partners
(Request to
Receipt)
TurnaroundTimeinDays
Average Turnaround Time for Lending
and Document Delivery
FY2015 FY2016
5 hours saved
12 hours saved
16 hours saved
12 hours saved
Assessment – Goals 1 & 3
0.00
0.50
1.00
1.50
2.00
2.50
3.00
August September October November December January February March April May June
TurnaroundTimeinDays
Average Turnaround Time for Lending by Month
FY2015 FY2016
Assessment – Goals 2 & 3
3.
7
3.
4
3.88
1. I feel that I accomplish more in my workday than I did
before the reorganization.
2. I feel that my ideas have more of an impact on the
USRS department than they did before the reorganization.
3. I feel that I am helping the USRS department better accomplish
its strategic goals than before the reorganization.
4. I feel that library users are generally more satisfied with the
services provided by the USRS department than they were
before the reorganization.
3.653.56
3.71
Lessons Learned
• Job descriptions matter!
• Involve Human Resources early in the process
• Provide many and varied opportunities for communication/feedback
• It will take longer than you think
• Everything will not go as planned
• Use it to your advantage!
Questions?
• One more quick poll: https://pollev.com/hilarythomps910

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Making Change, Increasing Value: Reorganizing Your Access Services Department

  • 1. Making Change, Increasing Value: Reorganizing Your Access Services Department Timothy Hackman, Paula Greenwell, James Spring, and Hilary Thompson University of Maryland Libraries Towson Conference for Academic Libraries August 16, 2016
  • 2. 2 Quick Polls • Poll 1: https://pollev.com/timhackman369 • Poll 2: https://pollev.com/jamesspring536
  • 3. Background Resource Sharing & Access Services • New department head, October 2012 • Originally 5 units: Circulation & Reserves, Interlibrary Loan, Stacks, Late Night, Billing • Added 2 units: Information Services, Terrapin Learning Commons • 24 x 5 service at 2 desks • 31.5 FTE, 100+ students • Lots of new staff & services
  • 4. Reorganization Goals • General: • Improve efficiency of operations • Increase staff engagement • Improve the user experience • Specific: • Integrate staff and services from TLC and Information Services units • Ensure work is shared equitably and efficiently • Ensure consistent staffing across two service desks • Identify and eliminate redundancies in our work • Assess staffing needs and make the most of existing staff • Allow and encourage staff to learn new tasks and build skills
  • 6. 2014 2015Oct Nov Dec 2015 Feb Mar Apr May Jun Jul Aug Sep Guiding Coalition Formed 10/15/2014 Kick Off Meeting 11/12/2014 Staff Retreat 1/16/2015 Card Sorting Exercise 4/21/2015 Task Groups report to staff 7/30/2015 Reorganization Effective Date 9/20/2015 11/10/2014 Time Logging 11/21/2014 1/19/2015 4/3/2015Time Log Analysis 4/22/2015 Org Chart Drafts & Revisions 6/15/2015 6/15/2015 8/14/2015Rewriting Job Descriptions 6/15/2015 7/29/2015Task Groups Reorganization Process Timeline
  • 11. Desk Scheduling: Before • No reliable method for backup and shift coverage • Questions of fairness arose in break room conversation
  • 12. Desk Scheduling: After • 3 Tiered backup system • Equitable distribution of Desk Hours based on Job description • Shift trade hierarchy • Unit Supervisors have input for desk schedule
  • 15.
  • 16. Assessment 3 General Goals: • Improve efficiency of operations • Increase staff engagement • Improve the user experience
  • 17. Assessment – Goal 1 Labor & Assistance Requests FY2016 FY2017 % Change Total Funds Requested $524,462 $508,414 - 3.06% Total Hours Requested 49,932 49,012 - 1.84% Learning Commons 9,984 10,780 + 7.97% Stacks 7,050 6,240 - 11.49% Late Night 6,336 6,840 + 7.95% Interlibrary Loan 9,282 9,408 + 1.36% Library Services Desk 17,280 15,744 - 8.89%
  • 18. Assessment – Goals 1 & 3 0% 10% 20% 30% 40% 50% 60% 70% 80% Hard Copy FY2015 Hard Copy FY2016 E-Reserves FY2015 E-Reserves FY2016 %FilledWithinTimeFrame Course Reserves Fulfillment 0-1 days 0-3 days 0-7 days 0 1 2 3 4 5 6 For UMD users (Request to Receipt) For CIC Partners (Request to Ship) For RapidILL (Request to Ship) For All Libraries (Request to Ship) For CIC Partners (Request to Receipt) TurnaroundTimeinDays Average Turnaround Time for Lending and Document Delivery FY2015 FY2016 5 hours saved 12 hours saved 16 hours saved 12 hours saved
  • 19. Assessment – Goals 1 & 3 0.00 0.50 1.00 1.50 2.00 2.50 3.00 August September October November December January February March April May June TurnaroundTimeinDays Average Turnaround Time for Lending by Month FY2015 FY2016
  • 20. Assessment – Goals 2 & 3 3. 7 3. 4 3.88 1. I feel that I accomplish more in my workday than I did before the reorganization. 2. I feel that my ideas have more of an impact on the USRS department than they did before the reorganization. 3. I feel that I am helping the USRS department better accomplish its strategic goals than before the reorganization. 4. I feel that library users are generally more satisfied with the services provided by the USRS department than they were before the reorganization. 3.653.56 3.71
  • 21. Lessons Learned • Job descriptions matter! • Involve Human Resources early in the process • Provide many and varied opportunities for communication/feedback • It will take longer than you think • Everything will not go as planned • Use it to your advantage!
  • 22. Questions? • One more quick poll: https://pollev.com/hilarythomps910