Charleston conference: Subject librarian’s guide to tech services

– moved to liaison model 12 years ago
– CD, upper level instruction, reference
– Collection advisory committee advises on budget cuts/overages, continuing resource advising
– only 21% of library school programs require collection development and even fewer with real understanding of Acquisitions
– benefits of understanding: more efficient/effective/speedier, clarifies expectations

Budget and funding
– need to know different parts of the budget (Western Carolina =75% continuing, 15% monographs)
– allocation models, historical precedent
– key dates for the budget cycle
– sources: main, one-time, end of year funds, grants

Submitting orders
– processes (format, mediation, default settings, approval plans, DDA)
– information (pub info, codes, justification, platform)
– special or unusual situations (standing orders, unusual formats, replacement copies)
– timing (deadlines, rush orders, rollovers)
*we need to talk about replacement copies methods for missing items

Acquisitions ordering process
– when and how?
— submissions weekly or daily?
— avg turn around time? Vary by item type?
– updates
— status, delays
— notification routines and who initiates
– problems
— out of print, out of stock, invalid format, price problems, duplicates
— decision making processes

Processing & cataloging
– who does what how often?
– different processes by type
– locations
– cataloging – who, what, regular/special/automated
– records customization

I wish list….
– university fiscal policy
– can I follow the life cycle of acquiring/activating/loading an item to our system (book vs eBook vs media vs continuing)


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