Effective Project Management for Technical Services

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Presentation transcript:

Effective Project Management for Technical Services Melissa Brooks and Angie Maranville West Virginia University Libraries

Technical Services prior to Summer 2015

Department Structure Monographic Acquisitions and Cataloging (MAC) Continuing Resources Acquisitions and Cataloging (CRAC) Periodicals (Separate Dept.) Gov. Docs. (Group under Research Services) Evansdale Technical Services (Music and Periodicals Cataloging) Digital Projects (Committee)

Systems Utilized Voyager (OPAC) Serial Solutions Metadata Form Creation System (MFCS) – Digital Projects

Problems with this structure Multiple locations Local Practice/Consistency Communication between Tech Services Staff

Technical Services became KARM! (Knowledge Access and Resource Management)

KARM Units Ordering and Receiving Metadata Services Electronic Resources KARM Support (Data wranglers, etc.)

System Changes OCLC’s WorldShare Management Service (WMS) MFCS (Metadata Form Creation System) ArchivesSpace

Challenges! OCLC’s WorldShare Management Service (WMS) MFCS Master record use Metadata transfer MFCS No OAI-PMH harvesting allowed ArchivesSpace No authority control or URLs

Metadata Services – Scope of Work Migration Projects Digital Projects Database Maintenance Projects Original Cataloging (It still happens) Staff Trainings

Project Pre-Prioritization Written Up Completed quickly Ample staffing

The Problem Staffing losses All projects not created equal How do we prioritize?

Prioritization

Initial Steps Created project descriptions Listed stakeholders Reviewed project process

Project Review Process WVU Libraries Systems Development Department Stakeholder voting Feasibility ranking Ranking system Project plotting

Graph View

Presenting Project to Stakeholders Email invitations Project write-up Ranking system explanation Meeting time Request to rank selections

Project Write-Up for Stakeholders Elements Project Type Description Project Outcome Stakeholder Ranking Feasibility Scale (Deleted for Final Copy)

The Drop-In Meeting 1 Stakeholder Ranking Confusion Incomplete picture of need

Reflection Completed via email? Individual meetings? Appropriate stakeholders? Additional stakeholders? Confusing process? What do you think?

Thank You! Questions?

Contact Information Melissa Brooks Melissa.Brooks@mail.wvu.edu Angie Maranville Angela.Maranville@mail.wvu.edu

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