Thinking about VDX

1
Thinking about VDX?

• CLICs VDX Adventure began in a conference room
  far far away

2
Considerations

• VDX and III software
• Staff
• Consortia

3
The Beginning

• Training
• VDX and daily workflow
• Diagrammed current workflow.

4
CLIC Libraries ILL Borrowing Workflow
Incoming Non-Returnables  
 
Article arrives via Courier, Mail, Ariel, Fax,
MEDD, etc
Print or send electronically. In all cases pull
article request from paper file (OCLC copy and
III copy) and mark received date on paper copy.
Non-email Update to Received in III Pending
File. Update status from Shipped to Received
in OCLC.
Email Update in III only.
Notify patron.
File paperwork.
Deliver to Patron.  
5
CLIC ILL Borrowing Workflow Monograph Returns  
ILL Dept Updates Returned Items  
 
Book Returned Checked in on III
Circ returns item to ILL Dept.
Non-email
Email

• Go to OCLC change status to Returned
• Go to Returns File on III Update to Returned
  On

ILL Returns item Updates in Returns File in III
and update to Returned On.
Request goes to Filled File in III.
Goes to Filled File (This ends process in
III) Remains in Returned Status on OCLC until
lender completes transaction.
Put paperwork in item and send back to lender via
courier or mail.
Put paperwork in item and send back to lender via
courier or mail.
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9
Information Gathering

• Local VDX and III server sites.
• MPI Field Trip.
• Looked for holes in current workflow.
• Used MPI as model.

10
Conclusions after MPI Fieldtrip

• Start with Lending.
• Have ILL staff dialog with Circ staff to discuss
  workflow impacts.
• Each CLIC location would create an individual
  daily workflow for their library.
• ILL meeting w/MINITEX, MPI, and MnLINK.
• Voted on a go live date.

11
Refresher Training

• Invited all of ILL and Circ staff to participate.
• All CLIC locs had VDX login.
• Practiced all VDX Lending steps.

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13
Yet another ILL meeting

• Invited all ILL, Circ, and MINITEX one last time
  to discuss any issues before start date.
• Created patrons for each MN VDX server location
  in III.
• Server locs to provide ILL barcode.
• Created contact list for all MN VDX server
  locations.
• Went live on Tuesday, October 21, 2003.

14
Conclusions

• Communication
• Local Resources
• Consensus
• Ind. Follow-up with each CLIC library.