TITLE OF PRESENTATION HERE

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Selection to Access
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• A long, long time ago
• (only last spring though it seems longer)
• in the University of Minnesota Libraries
• (not a galaxy far, far away)
• technical services and collection development
  staff
• began planning a revolution.
• R2 consultants prepared a plan and
• an implementation group set out
• to overthrow the status quo.

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Phase 1

• Detailed work plans for
• Book and slip approval plans
• Communications
• Metrics to measure success
• Provisional records and EOCRs

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Selection To Access Phase 1
2005
2005

2006 November

December
January
Provisional Records

Provisional Record Implementation

TS Procedures for Quality Control
TS Staff and YBP Communication
Meet with stakeholders Identify
problems Research solutions Recommend workflow
Review/test macros and procedures Rewrite
documentation
Analyze quality control measures Communicate
results to stakeholders

LEO Testing
Electronic Order Confirmation Records
TS Testing
Electronic Order Confirmation Records
Implementation
Leo Testing
Metrics and Measurements
Define Categories of Measures
Develop and Test Data Collection Plan
Metrics and Measure Implementation

How measures will be collected How often to
collect How long to collect Who will use
measures How will they be communicated Test
measurements
Brainstorm work processes and Potential measures
Measure and collect data Review and report data
to stakeholders
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Selection To Access Phase 1 Approval Plan
Preparation
2004

2005
2006
November
December

January
Approval Plan Design
EOCR Prov. Checkpoint
YBP Checkpoint
YBP Checkpoint
Cluster Definitions (Sciences, HSS)
Implement Approval and Slip plans
Approval and Slip Plan Designs
Map Subjects Identify Overlap areas and
gaps
Assign overlap areas / gaps Apply non-subject
parameters Determine of approval / slip
plans Finalize HS, Sci/Eng, and St. Paul
Plans
Implement HS, Sci/Eng, and St. Paul plans
Finalize and Implement H/SS plans
Policy Decisions
Policy Decisions
Paper Preferred Binding JIT
Public New Book Shelves Staff Review Time for
Approval Books
LEO Checkpoint
Budget Structure Design
Implement Budget Structure
Review budget structure Consult with YBP
Consult with Business Office Instruct Staff and
Selectors

Implement Virtual Approval Plan Design
Virtual Approval Plan Design
Establish timeframe for virtual plan Create
Folders Train Selectors Train TS staff
Monitor for problems Additional training as needed
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Phase 1 Accomplishments

• Completed most profiles for approval plan slips
  and books completed
• Created S2A implementation wiki implemented
  regular Monday Memo announcements and Spotlight
• Identified and began researching metrics that
  matter
• Developed tech specs for Provisional . EOCRs,
  and self-ready processing

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Phase 1 Policies

• Paper-preferred
• Limitations on duplicates
• Order consolidation with YBP

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Phase 2

• Methods for announcing new books
• Marking-to-shelf process improvements
• New workflow in Technical Services
• New book shelves in Wilson
• Review/revision of YBP plans
• Review/revision of British, French, and Italian
  approval plans

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Selection To Access Phase 2
2006 February

March
April
Technical Services Work



Evaluate and Adjust
Implement Changes
Organize for Implementation
PROV process Cost benefit of MARCADIA EOCR
budget encumbrances Budget summary Plan for
overencumbrances
Perform technical work Document
changes Communicate with Stakeholders Train
staff
Perform technical work Define benchmarks Collect
data Monitor Impact of implementation
Analyze data and feedback Adjust Staffing Revise
procedures
Metrics and Measurements
Draft Presentation of Sample Measures
Consult with Stakeholders
Define Quality Control Standards And
Measurement Methods

Routinize Collection and Publication of
Measures

Review Measurement Data and Process
Gather data Analyze data and present to
S2A Identify 4 5 key measures Crate pilot
presentation for stakeholders
Identify categories of error and methods for
catching Define process for returning problem
materials/avoiding future problems Gather data
and examples Report quality control
measures
Review recommended measures Confirm timeframes
and responsibilities Revise measures based
on feedback
Test measures Resolve problems Document
methods Gather data and develop reporting
procedures
Identify improvements/additional measures
needed Revise process and documen- tation as
needed
Marking to Shelf
Collect Data
Define Benchmarks
Analyze Data
Implement Quick Wins
Analyze Workflow
Determine what data to gather Consult with
LEO
Compare data to benchmarks Evaluate procedures
and workflow Recommend possible process
improvements Revise procedures and workflow
Document workflow Identify steps to
eliminate Identify processes to
standardize Identify quick wins Consult with
Stakeholders
Routing materials Routing slips Changes to
processing
New Title List

Design Processes for Generating Lists

Test Delivery Methods

Gather Data