Creating NEW Work Relationships

within a WMS Environment

OVGTSL ConferenceMay 2015

Susan Leach-Murray, MLSJessica Mahoney, MLS

Franklin College, Franklin, IN

Relationship-Building background

Identify staff and key players

Identify new workflows and relationships

Identify key success factors

Q&A/Discussion/Share Experiences

Today’s Learning Outcomes

Implementation of previous discovery layer (Primo)

Approved PALNI Board Goals/Strategies

Use a new, cloud-based backend system

Relationship-Building Background

Hamilton Library Staff

Franklin College Hamilton LibraryTechnology/Technical Services

Librarian

Susan Leach-Murray

WMSImplementationCoordinator(WMS Admin)

Systems Librarian(WMS—Metadata and Licenses)

Cataloger(WMS—Metadata)

Key Player

Franklin College Hamilton LibraryInstruction/Reference Librarian

Jessica Mahoney

Instruction/Reference(WorldCat Discovery)

Electronic Resources(WMS-Metadata and Licenses)

Library Website

Key Player

Franklin College Hamilton LibraryAcquisitions & Invoicing Coordinator

Becky Wallace

Acquisitions(WMS-Acquisitions and Licenses)

Copy Cataloger(WMS – Metadata)

Previous ILL Assistant(WMS-ILL)

Key Player

Key Player

Faculty

Staff

Students

Users PALNI

Cataloging Electronic Resources Licenses

Collaborative Workflowswithin WMS

Aleph WMS - Metadata

Staff Susan (All) Becky (Copy-Cataloging),Susan (Original)

Timeline After Acquisitions During (Copy) & After Acquisitions (Original)

Cataloging Workflow Old (Aleph) vs New (WMS)

SFX WMS

Task Collection Selection Metadata – Collection Mgr (KB-Knowledge Base) Collections

Staff Jessica, Susan Jessica, Susan

Timeline After Purchase Before and After Purchase

Electronic Resources Workflow

(Selection & Setup)Old (SFX) vs New (WMS)

SFX WMSStaff Susan Susan, Jessica

Timeline After Purchase Initial meeting during implementation; as needed

Electronic Resources Workflow

Result Ordering/ConfigurationOld (SFX) vs New (WMS)

Result Ordering,

User End

SFX WMSStaff Jessica, Susan Jessica, Susan

Timeline Per Vendor Communication

Every Two Weeks

Electronic Resources Workflow

Updates/Activity History Old (SFX) vs New (WMS)

Filing Cabinet WMS

Staff Ron, Becky Susan, Jessica, Becky

Timeline After Purchase, as received

During/After Purchasebi-weekly during implementation

Licenses WorkflowOld (Filing Cabinet) vs New

(WMS)

Why not?

I am not Wonder Woman!

Exploring new possibilities

Conquering backlog

Why Change?

Key Outcomes - Instruction

Team effortOpen to changeOpen to IMPROVING processes

Invested + sense of humor! Having support is vital Failure is okay COMMUNICATION, COMMUNICATION,

COMMUNICATION!

Key Success Factors

Questions? Experiences? What have you learned?

Susan Leach Murray, Technical Services, sleachmurray@franklincollege.edu

Jessica Mahoney, Instruction/Reference, jmahoney@franklincollege.edu

Our presentation URL:http://franklincollege.libguides.com/OVGTSL2015

Q&A…Open Discussion