Collection Management Goal #1: Reorganize

Goal Statement

Collection Management has so far lost 4 staff (2 catalogers, 1 Media Coordinator, and 1 acquisitions) to the 1st round of ERP.  We have identified several changes in workflows and responsibilities that should help us maintain our core services.  We now need to implement these.

This goal is primarily in support of internal efficiencies, although there may be an element of staff training/development involved.


  • Review processes.  Determine if work tasks can be adjusted to be either less labor-intensive or dropped, or if they might reasonably be shifted elsewhere.
  • Revise procedures internally.  Think about level of service we provide, and adjust as necessary.  Document changes as needed (wiki).
  • Review and revise policies (e.g. gifts, ILL).
  • Provide training (internally or externally) as necessary for staff to assume new roles.
  • Investigate outsourcing possibilities (cost comparison, etc.) for processing materials.


To ensure CM core processes continue in light of reduced staff numbers.  To increase efficiency within CM.  To avoid undesirable delays in moving materials and work through the area.


  • Review processes by Dec. 20, 2009
  • Implement changes by Mar. 31, 2010.
  • Revise policies by Mar. 31, 2010.
  • Identify and address training needs by June 30, 2010.
  • Investigate outsourcing for  processing materials by June 30, 2010.


  • All CM staff will be involved to some extent.
  • Key partners with CM from other areas, especially ACS and circulation will be involved with some elements of reorganization.
  • ADs need to be kept informed.
  • Changes in services (e.g. ILL) need to be communicated with community in general and affected parties in particular.


  • Yes, the goal is achievable.  Most of the workflow/task reviews have already been completed.
  • Some of the changes have already been implemented.
  • Policy reviews are underway.
  • Barriers: Further departures (VSP/ERP2) will complicate matters and require additional review and adjustment.

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