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Annual Report 1998
 

7 Technical Services

7.1 Working Positively with Change

During the year the staff of the division continued to demonstrate a high level of team resourcefulness to deliver and improve services under demanding conditions of change, preparation for further change, and large additional workloads combined with further reductions in staff. To assist staff in this environment the Division's Staff Development Group organised, in conjunction with the University Performance Development and Training Unit, a workshop on Working Positively with Change.

7.2 Library System Replacement

A major preoccupation of the Division has been participation in the selection of the replacement automated library system and preparations for the implementation of the preferred choice, which was the Voyager system marketed by Endeavor Information Systems Inc.

Technical Services staff have demonstrated outstanding team performance under extremely tight deadlines to make critical input on issues affecting the bibliographic database, which is the heart of the system. Important input was made to categories of record to be included in the test database. The preprocessing of the bibliographic database provided the opportunity to remove nearly 23,000 duplicate records, which were a legacy from the amalgamation history of Monash University. The de-duping opportunity also required careful identification of records at risk from the process and a number of record categories were exempted.

A major promise of the Voyager system for the user of the Library catalogue is the loading of authority records to provide a reference structure for names; subjects and other catalogue access points. The acquisition, for the first time, of the authorities file from ABN (Australian Bibliographic Network) for the bibliographic records has required significant interaction with the National Library of Australia.

The extraction of the Library's bibliographic and holdings database for preprocessing and loading to Voyager has required special workflow arrangements for all subsequent activity which will be imported in a bulk catch-up gap load at the point of going live with circulation and OPAC expected in the first quarter of 1999. In preparation for the database load Technical Services staff also made intensive input to the mapping of location, item and circulation classes for the new system as well as to the configuration of the online catalogue.

Consideration was also given to the time frame for acquisitions and serials implementation. Voyager utilities for the migration of orders and related data were assessed and will allow the department to defer implementation of these modules into the fiscal year with the added benefit of time to work out the optimum implementation of fund structures which is one of the more demanding aspects of the new system.

In preparation for accessing the Library's electronic resources through the Voyager catalogue a project was undertaken to ensure that Monash specific URLS were included in the standard USMARC 856 tag since some earlier work flows had necessitated local variation. The opportunity was also taken to enhance electronic resource catalogue records with data, such as local subject descriptors and resource types, which were previously confined to the Monash Electronic Resources Directory.

7.3 Call Number Review

The history of Monash as an amalgamation of previous institutions has meant the inheritance of variant call number and classification practices. The problems arising from this situation range from the confusion caused to users by different call numbers for the same title at different sites, to the inefficiencies for Technical Services in using several call numbering systems. These problems become more acute as the Library moves towards a cross campus faculty and discipline based service orientation with corresponding reorganisation of teams in Technical Services and the likelihood of more intercampus movement of materials. A thorough review of this situation was conducted, involving a group of consultant representatives of Library staff at all sites. A report and set of recommendations for the future consistency and simplification of call numbering has been delivered to the University Librarian and can be found at http://www.lib.monash.edu.au/techserv/CALLNO/contents.htm [unlinked 01/04/2008] .

7.4 Impact of Faculty and Discipline Based Library Restructure

The Library wide restructure of services into faculty and discipline based teams has significantly impacted Technical Services.

Faculty Based Allocations Working Party.

This has been one of the most demanding projects of the year for those involved. The task was to provide the University Librarian with a proposal for the future allocation of the Library materials budget on a faculty, rather than a site basis. This required application of the factors in the allocations formula by faculty rather than site, and extensive discussion on how to incorporate certain ongoing site based and general needs. A proposal was finally produced, to the satisfaction of the General Library Committee and all involved, for implementation in 1999. An associated painstaking task was to rethink and re-code library materials budget departments from existing Branch funds to faculty funds. This had to be achieved to a target date early in 1998, so that the new faculty fund structure would apply to 1999 serial subscriptions. Approximately 13,000 serial records were re-coded with new fund numbers by the target date.

Faculty Based Teams.

Steps have been taken to follow through the faculty based Library restructure in Technical Services organisation. Technical Services has been organised in the past to reflect the Branch based approach to services and collection development. A working party was formed to rethink the Library's services and team organisation along faculty based lines. This was combined with a move to more fully integrate orders and copy cataloguing functions and build on the multi-skilling of staff for these purposes. A new team structure was developed for full implementation in 1999 and will mesh with other outcomes such as the results of the call number review mentioned above and the application of the new faculty fund structure for monograph ordering purposes.

7.5 Materials Handling Improvements

A quality project in the Binding & Materials Handling Unit was to improve the handling, transit and turnaround of books returned from loan across campuses. The practice had been for these to be returned unsorted from campus libraries to the Technical Services Loading Dock where they were sorted and redirected to their home library. Arrangements were worked out with key campus library circulation units to sort at source and for couriers to transport direct to final destination. These improvements have meant, in general, that these returned items are now available to users at least a day sooner than was previously the case.

7.6 Library Catalogue

Long term projects to improve the quality, currency and comprehensiveness of the Library catalogue for users continued and in some cases were completed.

The upgrading of monograph records for research areas of the collections continued through the efforts of an able team of casual staff. 36,000 sub standard records, which originated as no more than brief circulation records in the early history of the Library's database, were upgraded during the year in the Dewey ranges 909-944 and 968-999 which are areas of high retrospective use, particularly the Australian numbers.

The similar retrospective conversion of the serial records was brought very close to completion. The 5,000 records outstanding reported in 1997 were reduced to 120 highly problematic titles. About 1000 records await completion of item transfer work. This year's serial retrospective conversion has included some of the most bibliographically demanding areas such government publications where title changes are complex. The work in this area was preceded by a shelf check and weed of unwanted fragmentary holdings where retrospective conversion would have been more trouble than it was worth. Another ably conducted and completed project was the identification and removal of 1500 duplicate serial records inherited from the amalgamation history of Monash. Additional extra resources were directed to the serials cataloguing area so that despite these projects, and other demands on the team, the year ended with serials cataloguing being current and new target turnaround times established.

The inclusiveness of the catalogue was extended by several special projects. These employed a specialist cataloguer who processed 70 items from the valuable Giligich Yiddish collection and a casual copy cataloguer who processed 1000 items from the Lindsay Shaw donation of juvenile literature. 800 items were also added to the Kipen Judaica Collection from the Rothenberg donation of Jewish studies material.

7.7 Serial Cancellations

The Serial Processing team dealt with the cancellation of 444 titles for the Matheson Library necessitated by the drastic decline in the value of the Australian dollar. This was achieved under great pressure in less than twenty working days by highly efficient planning and action. Some account was taken in the cancellation process of a project undertaken in Technical Services to identify all duplicate subscriptions across the Monash Libraries.

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