A Discussion of Workflow

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A Discussion of Workflow

• WiLS Annual ILL Meeting
• September 27, 2005

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University of Wisconsin-Oshkosh

• Polk Library
• Erin Czech
• ILL Coordinator

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Polk Librarys Structure

• Library Director
• Information and Instructional Services
• Technical Services
• Access Services
• Information Resources

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Polk Librarys Structure

• Library Director
• Information and Instructional Services
• Archives
• Educational Media Collection
• Government Documents
• Library Instruction
• Reference

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Polk Librarys Structure

• Library Director
• Technical Services
• Acquisitions
• Cataloging
• Periodicals/Bindery
• Systems Support

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Polk Librarys Structure

• Library Director
• Access Services
• Circulation
• Reserves
• Interlibrary Loan
• (physically located in Technical Services)

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Polk Librarys Structure

• Library Director
• Information Resources
• Collection Development
• Interlibrary Loan / Document Delivery

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• Online Databases over 100
• Full Text Journals over 15,000
• Periodical Subscriptions over 1500

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• Annual Borrowing Requests
• Approx. 7000
• Annual Lending Requests
• Approx. 8000

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Commercial Document Suppliers

• British Library
• CISTI (National Research Council Canada)
• Ingenta
• Science Direct
• WileyInterscience
• Publishers
• Dissertation Express

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Student Training

• Budget determines student help
• Work Study
• Hire freshmen
• Work around class schedules
• Aim for retention

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Student Training

• One-on-one
• Work through processes together
• Repeat as necessary

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Student Training

• Create checklists
• Printed manual for referral
• Encourage questions

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Daily Workflow

• Students
• Retrieve new lending requests
• Screen through OPAC
• Screen through LVIS list (Libraries Very
  Interested in Sharing)
• Screen through Bindery List
• Verify addresses, Ariel/Odyssey numbers

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Daily Workflow

• Students (continued)
• Collect books
• Update, process, ship
• Collect periodicals
• Update, scan, send

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Daily Workflow

• Students (continued)
• Open mail
• Process borrowed books
• Process borrowed articles
• Empty Red Box (SCLS)
• Deliver UB items to Circulation
• Process returned Polk books

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Daily Workflow

• Staff
• ILLiad Borrowing, all tasks
• New Requests
• Renewal Requests
• Unfilled
• Conditional
• Resolve Errors and Problems

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Daily Workflow

• Staff (continued)
• Deliver electronic articles
• Backup to desktop folder
• Monitor departmental email
• Resolve problems
• Interact with patrons
• Anything out of the routine

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Scanning

• Dedicated Workstation
• Ariel, ILLiad, Internet, Campus Network
• Folders on Shared Server
• Two scanners
• Fujitsu Fi4220C
• Canon ImageRunner 3570 w/ eCopy station
• Campus IT provides technical support
• One person dedicated to Library

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Scanning

• ILL Lending
• Scan on Canon ImageRunner
• Save to Ariel folder
• Or
• Save to Odyssey folder

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Scanning

• ILL Lending via Ariel
• Use import function
• Send from Archive
• ILL Lending via Odyssey
• Copy/Paste to ElecDel folder in ILLiad
• Deliver from Odyssey

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Scanning

• ILL Borrowing
• If photocopy received for patron..
• Scan on Fujitsu from within Ariel
• Send to patron as pdf attachment
• or
• Scan on Canon, through ADF or on glass
• Save to Ariel
• Use Import function
• Send to patron as pdf attachment

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Scanning

• ILL Borrowing
• Aim for electronic delivery of articles
• Campus mail still used
• Library Staff

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Etceteras and Tidbits

• Returns
• Red Box (SCLS)
• UPS
• Save packages

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Etceteras and Tidbits

• Tags on everything
• Reminders after interruptions
• Helps students
• Helps staff

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Etceteras and Tidbits

• Free full-text web resources
• Used book web resources
• Save and organize information
• Online bookmarks
• File drawer
• How-to, where-to, who-to, what-can

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Etceteras and Tidbits

• Google
• For more complete information
• For clarification
• When OCLC search comes up empty
• Free full-text

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University of Wisconsin-Oshkosh

• Erin Czech
• 920-424-3348
• czeche_at_uwosh.edu
• http//www.uwosh.edu/library/