Streamlining Acquisition Workflows Through Collaboration and Innovation

Abstract

As a selector, have you ever wondered if the resource you requested was ordered? As an acquisitions staff member, are you struggling with keeping track of your order requests from various channels? As a manager, are you finding it challenging to monitor staff work? CORAL, an open source electronic resource management system, proved to be one solution to these concerns for North Carolina State University (NCSU) Libraries. This article discusses how to manage workflows in CORAL and outlines a NCSU initiative to evolve this tool through collaboration across departments and across the CORAL community.     

Questions from Newbies—Facilitating Communication and Professional Development: A Case Study

Abstract

For new collection managers, it may be intimidating to ask questions about processes that seem to be common knowledge for their more experienced colleagues. To help with this issue, the Collections & Research Strategy department at North Carolina State University Libraries uses a shared document where new collection managers can log questions as they arise. The questions are shared at regular Collections Interest Group meetings and often generate interesting discussions that librarians both new and experienced can benefit from. This case study will provide an overview of the structure of the document, how it is used, and the types of questions that get asked.     

It’s Made of People: Designing Systems for Humans

Abstract

Technical services staff, along with programmers, supervisors, and frontline librarians, participate in all sorts of systems. Whether they recognize it or not, they are used to interacting with the world through the lens of the systems they work with. In this presentation from the North Carolina Serials Conference, Andreas Orphanides looks at some of the challenges of interacting with the world in terms of systems, discusses the human costs of failing to recognize the limitations of systems, and provides a framework for thinking about systems to help ensure that our systems respect the humanity of their human participants.     

Communicating E-resource Management Needs to Library Stakeholders: Theory and Praxis

Abstract

Conflict management studies and the communication needs addressed by the NASIG Core Competencies standards will be the framework for how to communicate electronic resource management to library stakeholders. This article provides both theory and praxis as it is applied at Kansas State (K-State) Libraries for electronic resource access ticket resolution. The librarians responding to these tickets at K-State Libraries assessed their communications and workflows in the past year to provide a more effective customer service model. This provides evidence of technical services having public-facing elements in its core activity.     

The Center for Intellectual Property Handbook,edited by Kimberly Bonner and the staff of the Center for Intellectual Property. New York: Neal-Schuman Publishers,Inc., 2006. 257 p. $85.00. ISBN: 1-55570-561-8 (paperback)

Abstract

For the acquisition of periodicals and indexes, the selector role of subject specialists and reference librarians has been transformed by electronic access. In the past these librarians made independent recommendations for new periodicals, indexes, and abstracts by using traditional selection criteria (e.g., relevance, quality, and cost). With electronic resources, considerations such as licensing negotiations, consortial agreements, and technical issues have complicated the decision-making process and have sometimes removed it from individual librarians or even individual libraries. The author discusses the opportunities for individual librarians, particularly in public service roles, to participate in serials collection management decisions and provides a case study of business periodicals collection management in an academic library. Serials Review 2002; 28:283–286.     

The Serialist’s Mentee: Commitment,Communication, Collaboration

Abstract

This article is based on a presentation from the 2019 North Carolina Serials Conference that described the changing nature of the mentor/mentee relationship in the face of shrinking budgets, downsized technical services departments, and the profession-wide commitment to recruiting librarians at an earlier stage in their professional career. Mentors have had to focus more on the training aspect of said relationships than they did in the past in order to create a fully autonomous colleague. In the presentation, we shared our goals, challenges, and experiences as mentor and mentee in this new paradigm.     

Green,Yellow, Red: Implementing a New Workflow for Collection Management at College of Charleston Libraries

Abstract

This article summarizes the North Carolina Serials Conference presentation “Green, Yellow, Red: Implementing a New Workflow for Collection Management at College of Charleston Libraries,” a case study evaluating a new workflow created by the Collection and Content Services Department at the College of Charleston Libraries to streamline the renewals process after significant departmental and staff changes. The librarians involved in creating the workflow found that they could not only use it to organize their renewals processes, but also to open communication with faculty regarding underutilized resources.     

When ERM Met Alma: The Intricacies of Content Management in a Shared Consortia Landscape

ABSTRACT

In 2013, after nearly two decades of operating in a distributed legacy Integrated Library System (ILS) environment on local servers, the Orbis Cascade Alliance, a consortium of public and private academic libraries in Washington, Oregon, and Idaho, began a two-year-long process to migrate its 37 members to a shared implementation of Ex Libris's cloud-based Alma library management system (LMS) and Primo discovery interface. Although much has been written on electronic resource management (ERM) functionality at an institution level, little has been written on serials and ERM functionality and workflows within a shared consortial environment. This article discusses the challenges and opportunities of implementing a consortial-based LMS, with particular emphasis on serials and ERM functionality. Key migration issues related to serials control, acquisitions, licensing, administration, cataloging, statistics, and interoperability are examined at the institutional and large-scale networked levels. Benefits and limitations of using a shared consortial cloud-based LMS are explored, and the overall capabilities of the Alma LMS for electronic resource management are reviewed.     

Streaming Film: How to Serve Our Users

Streaming video is an integral part of the curriculum for many academic courses. While faculty may have used DVDs in the classroom, the increase in online course instruction and the expectations of students comfortable with using streaming video in their personal lives has led to instructors making more requests of librarians to supply films—both instructional and feature—through streaming. Staff at the University Libraries of the University of North Carolina at Greensboro (UNCG) responded to this need as they worked across departments to create efficient workflows, worked with distributors and conducted a pilot project to learn more about the current streaming film environment, established policies, offered technical support, and shared information with faculty by a variety of means.     

Shared Insights,Shared Collections

Abstract

Whitney Jordan, acquisitions librarian at Western Carolina University (WCU), presented “Shared Insights, Shared Collections” at the 28th Annual North Carolina Serials Conference. In her presentation, Jordan discussed the experiences of WCU and the Western North Carolina Library Network (WNCLN) in a consortium-based evidence-based acquisitions ebook pilot project. The three WNCLN consortium institutions partnered with Taylor & Francis to design an evidence-based ebook program, customized to each institution’s needs. Jordan emphasized the need for strong communication and effective project management in any collaborative collections project.     

A Review of Laura S. Young's Bookbinding & Conservation by Hand: A Working Guide

Abstract

University librarians in China face many of the same challenges related to serials management that confront librarians in the United States. The authors discuss the importance for librarians in the United States, especially those working with serials, to establish and build ties with librarians in other countries, such as China. Benefits of an exchange could include sharing information about best practices, exchange of serial materials, and working together on mutually advantageous projects. Acknowledging the growing interest in international library exchange programs, the authors relate their own institution's efforts to build international ties with Fudan University in Shanghai, China, and Shaanxi Normal University in Xi'an, China. In establishing these ties, the authors have traveled to China and interviewed librarians about serials acquisition, processing, and management.     

Building a National Strategy for Digital Preservation: Issues in Digital Media Archiving

Abstract

Workflow mapping can yield valuable results wherever complex processes are used. Some of its many benefits include knowledge retention, identification of inefficiencies, and more effective decision making. However, despite the promise of improved productivity and stewardship of library resources, tackling diagrams of complex and often long-unexamined workflows can seem too daunting a task to even attempt—at least without the right tool. This review takes a look at the robust features for flowchart creation offered by Lucidchart, a free online software that greatly reduces the challenges of constructing complicated diagrams. Lucidchart’s intuitive interface and built-in library of templates and design elements bring the benefits of visual mapping well within the reach of busy librarians and managers attempting to chart, understand, and streamline workflows in their units.     

Reports of Conferences,Institutes, and Seminars

Abstract

Late winter and early spring of 2009 was a busy conference time for librarians. Some of the conferences held during that time are reported herein: the American Library Association Midwinter Conference, January 23–28; Electronic Resources and Libraries (E&;RL), February 9–12; the North Carolina Serials Conference, March 27; the New England Technical Services Librarians' (NETSL) Spring Conference, April 17; and the Technical, Electronic and Digital Services Interest Group (TEDSIG) Spring Meeting, April 24.     

Hey! What About Us?! Changing Roles of Subject Specialists and Reference Librarians in the Age of Electronic Resources

For the acquisition of periodicals and indexes, the selector role of subject specialists and reference librarians has been transformed by electronic access. In the past these librarians made independent recommendations for new periodicals, indexes, and abstracts by using traditional selection criteria (e.g., relevance, quality, and cost). With electronic resources, considerations such as licensing negotiations, consortial agreements, and technical issues have complicated the decision-making process and have sometimes removed it from individual librarians or even individual libraries. The author discusses the opportunities for individual librarians, particularly in public service roles, to participate in serials collection management decisions and provides a case study of business periodicals collection management in an academic library. Serials Review 2002; 28:283–286.     

Evaluating,Selecting, and Acquiring Electronic Resources

Abstract

The entire back archive of over 140 titles published by Oxford Journals has recently been digitized from print and made available online. The author discusses the motivation behind this undertaking, the resulting end product, and reviews the advantages of an online archive over a traditional print collection both to librarians and to academic researchers. The author also provides an overview of the business models and logistical challenges of such a project which will be of interest to librarians and of relevance to all journal publishers considering a similar digitization program.     

Creating Connections,Building Community: The Role of Oral History Collections in Documenting and Sharing Campus Diversity

Abstract

The collection and sharing of oral history is a growing area that libraries and archives are using to connect with their communities and document campus diversity. This column discusses opportunities for libraries and archives to include diverse and underrepresented voices in the historical record, highlighting the Wolf Tales project from the North Carolina State University Libraries, which was the topic of a talk by Virginia Ferris at the 2018 North Carolina Serials Conference. This column discusses that presentation and briefly examines oral history projects at several other institutions, providing perspective on the efforts to use oral histories to document campus and community diversity in the profession. Further resources for institutions interested in pursuing or growing oral history programs are also provided.     

Reports of Conferences,Institutes, and Seminars

Abstract

This column covers sessions from the 2018 Charleston Library Conference, an informal annual gathering of librarians, publishers, electronic resource managers, consultants, and vendors of library materials in Charleston, South Carolina, in November. Topics include the impact of open access and open research, assisting faculty with locating and integrating these resources into their courses through partnerships and open applications, and managing gifts and donations with restricted resources.