Operating a Dynix Consortium :

Operating a Dynix Consortium : Easy as Shelling Peas

Susan M. Johns-Smith Pittsburg State University – Axe Library KLA Tri-Conference April 11, 2007

To Be Part of A Dynix Consortium, You Must… Play Well With OthersPlay Well With Others Have a Sense of HumorHave a Sense of Humor Live for Daily SurprisesLive for Daily Surprises Oh, and…Oh, and…

To Be Part of A Dynix Consortium, You Must… Remember What the Name of Your Vendor Is *This Week*Remember What the Name of Your Vendor Is *This Week*

POLICY : n., course of action

POLICY Know your current policyKnow your current policy Have it on paperHave it on paper Use crayons if necessaryUse crayons if necessary Brainstorm with staffBrainstorm with staff Compare with Board RegsCompare with Board Regs What can you hand your patron?What can you hand your patron?

POLICY Collection Codes – MaterialCollection Codes – Material

POLICY –How is it shelved? –Descriptive aspects of location? –How long is it retained?

POLICY Collection Codes - MaterialCollection Codes - Material Item Codes – Loan PeriodsItem Codes – Loan Periods

POLICY Collection Codes - MaterialCollection Codes - Material Item Codes – Loan PeriodsItem Codes – Loan Periods –Who can have it? –For how long? –How much to replace it? –Can you request it?

POLICY Collection Codes - MaterialCollection Codes - Material Item Codes – Loan PeriodsItem Codes – Loan Periods Patron Codes - PrivilegesPatron Codes - Privileges

POLICY Collection Codes - MaterialCollection Codes - Material Item Codes – Loan PeriodsItem Codes – Loan Periods Patron Codes – PrivilegesPatron Codes – Privileges –Who can have it? –How are they identified? –When are they blocked? –How are they notified?

POLICY VendorsVendors

POLICY Vendors : Who Provides --Vendors : Who Provides -- –cataloging? –authorities? –acquisitions? –audio / e-books? –enriched content? –e-journals?

POLICY VendorsVendors Serial PatternsSerial Patterns

POLICY VendorsVendors Serial PatternsSerial Patterns –Retention of issues? –Circulation of issues? –Binding of issues? –Multiple formats?

POLICY Patron EmpowermentPatron Empowerment

POLICY –Check out their own material? –Place their own holds? –Change their own PIN / Address? –Save lists of material? –Set addresses? –Receive RSS feeds? –Rate material?

POLICY Import/Export ProfilesImport/Export Profiles

POLICY –From whom do you receive MARC records? –What other bib records are necessary? –Who else should receive them? –What fields are important to you?

POLICY Import/Export ProfilesImport/Export Profiles Security AccessSecurity Access

POLICY Import/Export ProfilesImport/Export Profiles Security AccessSecurity Access –Who uses the system? –Which module or functionality? –Who runs reports? –Who is authorized to override? –Who is point of contact?

POLICY Does the Policy need to be changed?Does the Policy need to be changed? What effect does the Policy have on workflow?What effect does the Policy have on workflow?

POLICY Does the Policy play well with others?Does the Policy play well with others? –Patrons –Other Consortia Partners –Statewide Systems

PROCESS : n., systematic series of actions

PROCESS Flexibility doesn’t (have to) mean chaosFlexibility doesn’t (have to) mean chaos Choose the options that work for your institutionChoose the options that work for your institution Understand the steps involvedUnderstand the steps involved

PROCESS Document the new stepsDocument the new steps Document, Document, DocumentDocument, Document, Document Communicate, Communicate, CommunicateCommunicate, Communicate, Communicate

PEOPLE : n., humans considered as a group, or in indefinite numbers

PRODUCT : n., a thing produced, as by labor

PATIENCE : The quality or capacity to tolerate delay, provocation, annoyance -- without complaint or anger; perservering or dilligent

QUESTIONS ?? A sentence in interrogative form intended to elicit a reply to elicit a reply.