Best Practices in Technical Services Workflow

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Best Practices in Technical Services Workflow. Ohio Library Council Chapter Conferences Spring 2013. Robin Nesbitt. Director of Collection Management Columbus Metro Library 614.479.3066 rnesbitt@columbuslibrary.org. Jean Gaffney. Manager of Acquisition and - PowerPoint PPT Presentation

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  • Ohio Library Council Chapter ConferencesSpring 2013

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Director of Collection ManagementColumbus Metro Library614.479.3066rnesbitt@columbuslibrary.org

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Manager of Acquisition and Collection DevelopmentDayton Metro Library937.496.8520jgaffney@daytonmetrolibrary.org

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Technical Services SupervisorGreene County Public LibraryDirect: 936.352.4007 ext 6301cstrait@gcpl.lib.oh.us

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Technical Services ManagerToledo-Lucas County Public Library419.259.5262Marilyn.zielinski@toledolibrary.org

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • YESUsed Staffing for Results by Diane MayoVisited other librariesUsed outside consultants

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Limit the number of times staff touch materialsCentralized selectionTrack, and post, the number of days for materials to get through Tech ServicesRe-designed the space for more efficient flow

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Standards are set by the type of work and tied to annual evaluationsWritten documentation including manuals/handbooks, wikis, and calendarsEmail is sent to all staff when there are changes or reminders that they need to know Public service staff are encouraged to contact TS supervisors with questions about classification numbers, stickers, or locationsBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Union considerations lower grade levels cannot do work of higher grade levels

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • New materials are selected centrally in all librariesDayton and Toledo agencies still select periodicalsGreene County Branches submit replacement titlesBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Best Practices in Technical Services Workflow 2013 OLC Chapter ConferencesColumbus and Toledo selection is part of Tech ServicesDayton located in TS; three managers in TS report to the DirectorGreene County selection is a separate department that reports to the Assistant Director

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Vendor sitesPublisher websitesBlogsPrint journalsSuggestions from staff and customers

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Forms on website and staff IntranetEmail

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Two or three primary vendors Baker & Taylor and Ingram for print plus Midwest Tape for mediaAmazon as a secondary vendorLocal purchasesSpecialty vendors, especially for local history and genealogy materialsBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Dayton and Greene County use EDIFACT orderingColumbus currently places FTP orders overnight to major vendors and orders via websites for othersToledo orders from vendor websites - ILS bib and order records are entered into the catalog via 9xx uploadsBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Yes. The exceptions are for time of arrival and partial shipmentsBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Columbus uses a production line that is composed of rollers. Turn around time is 3 4 days.Dayton, Greene County and Toledo all put materials on book trucks. Materials are generally handled in order of receipt but rush/haste items go to the head of the line.Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Columbus has five staff members 2 with an MLS, 2 with bachelor degree, and 1 para-professionalDayton has six staff members 2 MLS, 2 grade 2, and 2 grade 1Greene County has four staff members 3 MLS and 1 copy catalogerToledo has a Catalog Supervisor (MLS) and 4 copy catalogersBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Columbus and Dayton use OCLCGreene County and Toledo use SkyRiverAll do original cataloging as neededToledo also creates some generic records for paperbacks such as Harlequin Romances and add many titles to these generic recordsBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Columbus does not currently accept brief vendor recordsGreene County accepts brief records and does not require full recordsDayton and Toledo accept brief records and replace them (overlay) with full recordsBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Classification numbersPriceSubjectsLocationPaginationLocal customizationAuthority records as neededBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • All libraries have vendors add mylar jacketsMedia has a variety of vendor processing which can include barcode, library ID, genre labels, item count labels, hub label, and security case

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • All libraries evaluated stickersAll libraries standardized and reduced the number of stickersBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

  • Columbus Always ask the question why do we? If you cant answer to make it easy for customers to get access, then analyzeDayton Good workflow pays off in excellent customer service. Patrons find materials in a timely manner and the library provides just in time collectionGreene County Talk frequently to all staff and buy pizzaToledo Plan, prioritize, involve staff and do changes that are low-hanging fruit so staff can see changesBest Practices in Technical Services Workflow 2013 OLC Chapter Conferences

    Best Practices in Technical Services Workflow 2013 OLC Chapter Conferences

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