fostering learning and technology development in technical services

Fostering Learning and Technology Development in Technical Services

Caroline NortonJennifer Leffler

Rick Kerns

Outline

• Goals of reorganization• Building our foundation• Building our structure• Building our future

Goals of Technical Services Reorganization

• Reposition• Re-educate • Redundant

Charge for Task force:

• Research current trends• Create choice of models• Create no new positions

Task Force ModelsTeam leadership concept

Single manager concept

Final organization plan: three units

• Procurement

• Processing & Description

• Maintenance

• Ordering, invoicing

• Receiving, cataloging

• E-resource management

Building our foundation:

• All staff invited to change jobs• All staff invited to apply for three

promotions• Two vacancies filled• Training and cross-training

Nobody expects

• The Spanish Inquisition• Jury Duty• Early retirement incentive program

Building our structure

• PromptCat evaluation• ERM launch• Discovery tools exploration• Patron driven acquisition pilot• Workflow optimization

Constraints

• Standalone applications

• Collaborative files location

• Procedures platform

Building our Future

• Sharepoint• Process automation• PromptCat evaluation• Next Generation discovery tools

Shift from E-Resources to Maintenance

Moved to other units:

• Ordering e-resources

• Licensing e-resources

• Cataloging e-resources

Added to our unit:

• Withdrawals in all formats

• Transfers• Proactive checking

of e-journal holdings

Why Proactively Check?

Parameters

• No money could be spent• Tool had to be developed in house• Staff members had to have assigned

titles• Ability to track by provider and staff

member• Monitor full text views so statistics

are not affected

Parameters

• No money could be spent• Tool had to be developed in house

Leverage Existing Technology

Parameters

• Staff members had to have assigned titles

• Ability to track by provider and staff member

• Monitor full text views so statistics are not affectedMS Access 2007

Graphical User Interface

Capturing Additional Information

Integrating Issue Tracking

Dashboard

More Issue Reporting

Reporting Functionality

Success!

• No money could be spent• Tool had to be developed in house• Staff members had to have assigned

titles• Ability to track by provider and staff

member• Monitor full text views so statistics

are not affected

Success!

• Staff trained on new procedures• Launched in November 2009– 8314 e-journals included– Approximately 1600 checked so far – Approximately 200 issues reported

• Goal of checking all titles once a semester

Thank you!

• Rick Kerns– rick.kerns@unco.edu

• Jennifer Leffler– jennifer.leffler@unco.edu

• Caroline Norton– caroline.norton@unco.edu