This message has been sent out to multiple lists. Please excuse any duplication.


Please join the ALCTS Technical Services Workflow Efficiency Interest Group at the 2015 ALA Annual Conference in San Francisco.


Time: Monday June 29, 2015, 1:00 p.m. – 2:30 p.m.

Place: Moscone Convention Center, 236-238 (S)


Add this event to your ALA Conference Schedule:


From Spreadsheets to Systems: Acquiring New E-resources at MTSU

Beverly J. Geckle, Continuing Resources Librarian, Middle Tennessee State University


Keeping track of the early stages of e-resource acquisition, from request to access can be a challenge. Relying on emails, Word documents, spreadsheets and memories is fraught with problems. At Middle Tennessee State University (MTSU), information is now recorded in systems that can track statuses and issue automatic alerts to appropriate people. Systems can be accessed by various stakeholders simultaneously without version control issues. Requests are submitted via online forms (JotForms) and recorded in the ERMS (Serials Solutions Resource Manager). The university has implemented an online procurement system (SciQuest) which tracks orders through the procurement and contract approval processes. I would like to present a brief overview of these systems and how we use them to improve workflow.


Growing Pains: Migrating from a Locally Built ILS to a Vendor System

Pauline Rodriguez-Atkins, Manager, Cataloging and Interlibrary Loan, Metropolitan Library System, Oklahoma City


In September 2014, Metropolitan Library System, Oklahoma City, migrated from a locally designed ILS to a vendor system. The local ILS had been used in some form for almost 30 years. The ILS and technical services operations were intertwined: some ILS features were designed to accommodate technical services workflow, and vice versa.  Although the vendor ILS contains some of the local system’s design features, technical services workflows have required significant redesign and/or restructuring.


I will discuss the changes that were made and the reasoning behind them, including: The history leading up to the new ILS, Metropolitan’s unique technical services operations, how the need for new workflows was determined, how new workflows were designed, what works and doesn’t, and the challenges and opportunities associated with the changes.


Goal:  Acquaint attendees with ideas regarding the how and why of redesigning technical services workflows, including thinking “outside the box.”


Objectives: Attendees will learn ideas for evaluating workflows, new ways to think about designing workflows and to use technology in technical services, and will also enjoy hearing Metropolitan’s story.



Shapeshift:  Leveraging Institutional Re-organization to Integrate Technical Services Units and Promote Innovation in Metadata Services

Ivey Glendon, Manager, Metadata Analysis & Design, Collections Access & Discovery, University of Virginia Library


At the University of Virginia Library, a library-wide re-organization of departments and services has provided technical services units the opportunity to evaluate staffing allocations and services focused on acquisition, description, and discovery of library materials. This presentation will focus on how the University of Virginia Library has integrated Special Collections and non-Special Collections technical service units, re-imagined acquisitions functions, and created new units focused on MARC and non-MARC metadata creation as well as metadata analysis and design.  Though nascent, these changes have already enabled the metadata services units to expand their missions within the library, confront processing backlogs (particularly in the area of legacy finding aids), and prepare for significant education and cross-training among units to achieve newly-defined shared goals.


Take Two! Revamping Collection Development Workflow for Streaming Video Collections

Mary Wahl, Digital Services Librarian, California State University, Northridge

Christina Mayberry, Collection Development Coordinator, California State University, Northridge


At our large academic library, it was determined that current video streaming activity needed to be reconsidered and that a decision tree for incoming video requests needed to be created. In fall 2014, a Video Streaming Decision Tree Committee was formed with librarians and staff from various units within the Library including Collection Development, Acquisitions, and Music & Media. The Committee created a detailed decision tree that accounts for the complexities of streaming media, as well as a corresponding worksheet to record the decision process and a new online form for submitting video requests. The new decision tree, worksheet and online form were put into practice in the spring 2015 semester. This presentation will discuss the Committee’s process in creating the workflow and documents. The Committee continues to adjust the workflow where needed, which will also be discussed.


Looking forward to seeing you there!


Annie and Michael

Co-chairs, TSWEIG



Annie Glerum

Head of Complex Cataloging

Florida State University

[log in to unmask]


Michael Winecoff

Associate University Librarian for Technical Services

University of North Carolina at Charlotte

[log in to unmask]