1. Tisch Technical Services FY 2011 Planning April 13, 2010

2. Tisch Library Mission Statement Connecting people with information and each other at Tufts and beyond » …Tisch Library Strategic Plan FY09-FY11 2

3. Tisch Library Technical Services Mission Statement Providing the resources and tools to connect people with information. 3

4. Tisch Library Technical Services Vision Statement Allow users to identify and locate resources by providing timely, accurate, and current information in accordance with evolving national standards and technologies Adapt to changing library needs, with concern for efficiency, cost, quality, and the integrity of the library collections Cultivate teamwork and collaborative relationships within and outside Tisch Library to provide high-quality resources and services for users Seek to become an embedded partner with University stakeholders, sharing our expertise in information acquisition, organization and management 4

5. FY11 Goals Collaboration Collaborate with other departments and teams on the following projects, and help establish clear guidelines and timelines – Continue to work on the integration of electronic resource processes Continue to improve the workflow for acquiring, cataloging and de-accessioning records for e-resources Continue to work with collections on acquisition, invoicing and licensing needs Better understand relationship between ERM Module and the catalog Establish procedures for scanning licenses and populating ERM license records Continue to work on defining roles for E–resource management Establish procedures for managing E-Book records in the Catalog 5

6. FY11 Goals … Collaborate with other departments and teams on the following projects, and help establish clear guidelines and timelines – Address quality control issues in bibliographic records – Work with DCA to provide local and national visibility to selected collections such as manuscript materials, University serial publications and faculty published research via the Library Catalog Create collection-level records in Library catalog for manuscript materials in DCA – Collaborate with Special Collections to improve access to its collections Provide digital images to selected items Investigate ways of making our records available to external digital repositories – Work with LITS to identify software and metadata requirements for managing photographic archive – Work with Collections and LITS to develop procedures for a digital gift bookplate process – Partner with the Art and Art History Dept. in providing metadata services for content in the Visual Resource Center 6

7. FY11 Goals Increase interdepartmental communications Invite staff from other departments to provide updates to Technical Services on their initiatives Investigate additional methods for Interdepartmental communications such as: – Develop an FAQ to answer questions about how cataloging practice impacts indexing and display in the catalog – Continue to take advantage of the Tech Services Wiki and other appropriate web 2.0 technologies – Utilize the “Did you Know” section of the Tisch Web page to communicate activities of Technical Services 7

8. FY11 Goals Promote effectiveness of Technical Services work to the user community – Develop questions to be included in the biennial survey – Leverage Operations and Planning Councils for communication Increase intradepartmental communications – Use Technical Services meetings to improve collaboration Encourage team updates Raise awareness of what’s going on in the Dept. – continue mini presentations at meetings Share information about training 8

9. FY11 Goals Workflow Continue examining processes Understand workflows to better contribute to discussions of departmental efficiencies Identify new tasks expected in the coming year (i.e. e-books, Collection level records from DCA, DB maintenance tasks) Review workflow and level of staff needed to distribute current and expected tasks in the coming year to ensure that the right amount and level of staff are assigned Obtain statistics to support planning and decisions Establish working groups within Technical Services for evaluating and managing: – Database maintenance functions – E-book processes – Music score and CD acquisitions and cataloging workflow 9

10. FY11 Goals Develop policy on the scope of cataloging Issue a report that: – Details material types and formats currently included in the library “collections” – Outlines responsibilities for providing description and access to these materials – Defines strategies for expanding cataloging to include types and formats not previously handled – Considers how to integrate our collections into the larger discovery environment outside the library 10

11. FY11 Goals Training Specific Training needs: – Obtain advanced training in MS Office applications either in-house at UIT & TAB, or via webinars – Cataloging training needs such as: Processing MARC records for e-books Authority Control creation and maintenance Cataloging of scores and cds Markup languages such as XML Electronic resources cataloging (eg: Integrated resources) – WorldCat Local training 11

12. FY11 Goals Equipment Acquire XML authoring software - $600.00 – To create detailed information about our collections and to make the information available at the network level, increasing discoverability and interoperability of selected content – To increase staff technical expertise in XML to better understand standards and technology currently in use nationally 12

13. Backup Slides 13

14. FY2011 Considerations Fiscal limitations Limited staff Video Furnace implementation Compact shelving on ground level ITS moving out of Tisch DCA Relocating ERM under COT Encore implementation WorldCat Local implementation Media Lab project Outside projects such as Ginn inventory, Music repackaging Integrating a project planning checklist into Operations Council project implementation work 14

15. Strategic Plan Goals E XTERNAL G OAL 1: K NOWLEDGE MANAGEMENT. The library will be the physical and virtual intellectual center of the University; it will improve the productivity of faculty and students by providing optimal conditions for faculty and students to find, use, and create knowledge. G OAL 2: P ARTNERSHIPS. The library will take a leadership role and expand services by partnering with other organizations, both at Tufts and beyond. Internal G OAL 1: S TAFF R ECRUITMENT AND D EVELOPMENT. The library will invest in continuous staff development and recruit the talent to achieve our strategic goals. G OAL 2: O PERATIONAL E FFECTIVENESS. The library will demonstrate best practices by reviewing and revising operations, organization, and resource allocation. 15