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Technical Services Workflows: trends and good practicesDavid WhitehairSenior Product ManagerOCLCwhitehad@oclc.orgOVGTSL 2012May 3, 2012Evansville, IN

Daniel van Spanje - GII1www.oclc.org/reports

Who participated?3Who participated?n = 3,3084Who participated?n = 3,3075The library: Use, shape and formatStaying informedAdvice for OCLCPriorities6Priorities of public librariansTops the listMissed the cutEnsuring adequate Internet access 36%Demonstrating value to funders 34%Licensed e-collections/e-books 32%Access to new technology 29%Forming community partnerships 28%Digitization projects 6%Integrating social media 6%Succession plans for library staff 6%Open-source products 4%Cloud computing 2%n=1,1617Priorities of academic librariansTops the listMissed the cutLicensed e-collections/e-books 51%Future of higher education and the librarys role 42%Facilities issues 39%Visibility of librarys collection 30%Digitization projects 23%Succession plans for library staff 7%Cloud computing 6%Integrating social media 6%Data curation 5%Open access publishing 5%n=1,7868Priorities of community college librariansTops the listMissed the cutLicensed e-collections/e-books 57%Future of higher education and the librarys role 45%Visibility of librarys collection 43%Facilities issues 35%Access by mobile devices 32%Cloud computing 6%IR discovery and aggregation 2%Deaccessioning print materials 2%Open access publishing 1%Data curation 0%n=1619So many priorities

10TrendsMerge acquisitions and cataloging departmentsStreamline technical services to focus on hidden collections Receive vendor recordsImplement shelf-ready for print materialsDefine good enough bibliographic recordsEvaluate patron driven acquisitions

11Receiving shelf-ready itemsShift print to shelf-ready with vendor recordsChecklist for acquisitions staff to complete physical check of books and processingCategories:Need additional catalogingNeed additional physical processingBypass cataloging and processing Goal to bypass cataloging as much as possible

12E-book cataloging using print book processes

Are you using a traditional print book workflow for E? Is it like fitting a square into a circle?13Working with large sets of recordsGet sets of records from vendorsHave a unique way to retrieve records in setKeep timetable for historyKeep sample edited record for each file to help remember changes need for next fileCreate a procedure for editingBe aware of local system capabilities indexing, # of records that can be loaded, etc.Use MarcEdit

14Good enough catalogingImplement a good enough record definitionRe-evaluate local practicesImpact on duplicate call numbersCross train: cataloging staff help in public services to better understand how the data is used

15Follow a good recipe

1. Remove roast from refrigerator.2. Cut two inches from each side, discard.3. 4. 5. 6.

7.

Grandmas Secret Roast6

Why cut two inches off both sides? After talking with grandma, we learn that it was get the roast to fit into her pan.Evaluate why you do what you do. Dont accept because weve always done it that way.16UNC Charlotte at the Charleston ConferenceConsultants hired; interviewed staff; prepared 100 pg reportConsolidated to one vendor with shelf-ready & WCPEliminated pre-order searching; provided vendor ISBNsTightened approval plan; eliminated staff reviewElectronic selection of notification slips

Adopted restrictive gift policyReduced periodical binding, serial check-in/claimingReduced fund structure from 800 to 200Fast catalog non-shelf-ready items (copy cataloging without checking all fields)85% monographs processed without staff intervention

17ResultsHow to digitize and describe over 3100 photographs and postcards and still do everything else!!!

Online Catalogs: What Users and Librarians WantEnd-Users expect online catalogs:to look/behave like popular Web sitesto have summaries, abstracts, tables of contentsto link directly to needed informationLibrarians expect online catalogs: to help staff carry out work responsibilitiesto have accurate, structured datato exhibit library principles of organization

http://www.oclc.org/us/en/reports/onlinecatalogs/default.htm

April 2009June 2009Karen Calhoun1919Recommended enhancements to WorldCatTotal end-user responses

End-User Results: Recommended Enhancements4Librarian/Staff Results: Highlighted Differences91Source: Online Catalogs study, PDF p. 5120Quilts 001 by Lansing Public Library, Lansing Illinoishttp://www.flickr.com/photos/lansinglibrary/456681271/

Do you create a quilt to display your talent in quilting?21Warm! by malamantrahttp://www.flickr.com/photos/meghanandnick/2141323599/

Or is the purpose of a quilt to keep warm?(Do we catalog to display our perfect cataloging skills by creating the perfect record, or do we catalog to provide the metadata needed for the end user to retrieve the desired title?)22Ways to bring change and get buy inGet ideas from all staffStart small, have success, and then do moreAgree to address corrections as needed (for example, dont check all call numbers for uniqueness, but agree to address any duplicates reported)Pilot changeGet input from external source

23How will you react to change?Keep an open mindAssist with organizational change to improve workflowsVolunteerSeek professional development to learn new skills

24Morag Boyd, Ohio State UniversityDont re-do, re-use

They are all special, but in the same ways

25Surfer 1 9059 by casch52http://www.flickr.com/photos/casch/220513228/

You cant stop the waves,but you can learn to surf--Jon Kabat-Zinn

26Thank You!

David WhitehairSenior Product ManagerOCLCwhitehad@oclc.org27