Notes from Joint TSSAC/TSD Council Meeting
Monday, May 8, 2000
10:00-12:00

(With revisions based on theTS Full Staff Meeting held on June 5, 2000.)

Guest Facilitator: Sue Baughman

Workflow :

• ordering
• receiving
• paying
• cataloging
  • first time touched
  • first time to shelf
• physical preparation/processing
  • labeling
  • binding
  • deacidification
  • bookplates
• after material has been on shelf
• catalog maintenance
• preservation/conservation

In addition:

• Managerial/supervisory
• Activities "outside" TS

What to consider:

• evaluate present
• identify process
• what could be better?
• what could we do with what we’ve learned?
• data gathering
• new wheel comes later
• documentation should come up for each category

PROPOSED CATEGORIES TO BE STUDIED:

Note: The proposed work categories have been revised following the
results of the discussion during the TS All Staff Meeting on June 5, 2000.

1. Ordering:

• serials
• firm orders
• out of print
• vendor maintenance
• replacement copies
• budget allocations & maintenance
• credit card orders
• claims
• electronic resources
• pre-order searching
• added copies
• rush
• collection management relationships
• memberships
• licensing
• back issues

2. Receiving:

• gifts
• standing orders
• blanket orders
• confirmation of orders
• approvals
• PromptCat
• unidentified materials (gifts?)
• memberships
• returns
• GovDocs
• condition assessment
• Book plates
• Sort/coding

3. Paying:

• invoices/payments
• statements
• vendor relationships
• campus & state relationships (processing invoices)
• payment tapes
• matching forms & materials (carousel)
• credit card payments
• fiscal year close
• file maintenance audits

4-5. Cataloging:

6. Physical processing & preparation: 6a and 6b will be combined in one working group:

7. Government documents:
--includes 2,4,5,6,8

• receiving
• claims
• record loader
• labeling
• barcoding
• binding
• TCR’s
• transfers/withdrawals
• URL maintenance
• cataloging
• electronic materials

8. Serials - processing from acquisitions to preservation:
--includes 1,2,3,4,5,6,7

• cataloging workflow is complex
• cat from 1st periodical issue --> Acquisitions Department
• cat from 1st piece (non periodical) --> Serial Adds
• cat from 1st issue, periodical govdoc --> Acquisitions Departement
• serial record for numbered cat as separate series <--> Monographs Unit/Authority Control
• serial analytics <--> End Processing Unit if analytic record is available, if not, pieces go to Monographs unit first
• electronic <--> Acquisitions Department/selectors
• claims

9. Gifts:

Review the special problems related to gifts.

10. Training and development:

• brown bag lunches
• video discussions
• "Who moved my chees?" (book)
• "Winds of change" (video)
• open forum: how work is changing (future work); how to work on this process

11. Research and bench marking:

It was decided that only a small group (2-3 members) will be assigned to do this.

• peer institution comparison: gathering numbers on collection size, staff, & other statistics
• best practices

QUESTIONS:

Should items for the future be considered? such as creation of publication pattern records and cataloging integrating resources, other implementation of the MARC format for holdings.
Will new ILS require entry of bib record at the point of ordering?

Last edited May 16 19:18:17 2000

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