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

2. Technical Services prior to Summer 2015

3. 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)

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

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

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

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

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

9. 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

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

11. Project Pre-Prioritization
Written Up
Completed quickly
Ample staffing

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

13. Prioritization

14. Initial Steps Created project descriptions Listed stakeholders
Reviewed project process

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

16. Graph View

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

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

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

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

21. Thank You!
Questions?

22. Contact Information
Melissa Brooks
Angie Maranville