1. Denise D. Novak, Acquisitions Librarian, Carnegie Mellon University
No MLS? No Problem: Acquisitions Essentials for the PhD Subject Specialist
Denise D. Novak, Acquisitions Librarian, Carnegie Mellon University
Claire Eichman, Collection Development Manager, GOBI Library Solutions from EBSCO
Ashley Fast Bailey, Director, Collection Development and Workflow Solutions, Central US, GOBI Library Solutions from EBSCO

2. Agenda History Carnegie Mellon Workflows Presentation and Training
Ongoing Consultation and Follow Up
Assessment and Long Term Plans
Questions

3. Traditional Selector Model PhD Subject Specialist Model
Librarian holds an MLS
Prior selection experience
Understanding of Library environment
Offer training on the processes at Carnegie Mellon University Libraries
No MLS
Subject specialty in particular field
Lack of library experience as a practitioner
More in-depth training needed on selection and University libraries’ processes

5. Who to go to for What in Acquisitions
Library Associate for Ordering
Questions about book requests, firm orders, the status of firm orders & firm order receipt in his subject areas. Questions about replacement orders, status of replacement orders & the receipt of replacement orders for Hunt, E&S, MI.
Library Associate for Ordering - Sci Tech
Questions about book requests, firm orders, the status of firm orders & firm order receipt in her subject areas. Questions about ordering Standards.
Electronic Resources Discovery Manager
Questions about serials, particularly about their records in Cameo/Unicorn and their links for electronic access. Comprehensive questions covering serials problems with multiple aspects, or that defy categorization.
Tech Svcs Associate for Acquisitions - Library Associate in T.S./ Acquisitions
Questions relating to the receipt of standing orders, return of materials, and the approval plan as it concerns the physical books and the Review Area.
 Acquisitions Librarian and Team Leader
Acquisitions questions no one else in the department can answer; license agreements, OverDrive, Administrator of the Approval Plan as it relates to the Profile or GOBI, HGEN Fund, Special Funds, Vendors, Publisher/Vendor catalogs, Acquisitions personnel matters.

6. Who to go to for What in Acquisitions
Electronic Resources Discovery Manager
Questions about serials, particularly about their records in Cameo/Unicorn and their links for electronic access. Comprehensive questions covering serials problems with multiple aspects, or that defy categorization. 
Library Associate in T.S./ Acquisitions
Questions relating to the receipt of standing orders, return of materials, and the approval plan as it concerns the physical books and the Review Area.
Digital Collections Associate
Questions about serial subscriptions, claims, damaged journal issues, micro- subscriptions.
Journal Check-in/Mailroom Supervisor
Questions relating to journal and newspaper check-ins and claims. Questions about serials bindery; routine maintenance of the unbound and microform serials collections at E&S (removing old and cancelled titles, adding new titles, etc.); U.S. and Campus mail, in- and outgoing UPS, FedEx, DHL, and Airborne Express packages, office and library supplies ordering for Cataloging and Acquisitions

7. New database or other e-resource, excluding current standing orders/continuations
Head of Acquisitions places the order, handles the license details and makes sure the invoice is sent to the proper person
Once license agreement is complete and invoice is received/paid, Head of Acquisitions will notify appropriate persons.
Acquisitions staff will continue to use the print record for the serial.
If an archive copy of the e-resource is sent, that URL is sent to Ken Rose in LIT.
When a print Standing Order is moved to electronic format, acquisitions will be contacted and the print will be cancelled if the e-resource can be supplied. If it cannot, then we will contact the publisher of the standing order and order it from them. License agreements will be forwarded to the Head of Acquisitions who will move it through the approval process.
Once the license is approved and the invoice received/paid, the Head of Acquisitions will notify via the appropriate persons.
In the event an e-resource is canceled or discontinued, the following people will be notified via .
E-Resources Workflow

8. Work flow for License Agreements for Electronic Materials in University Libraries Acquisition
License is sent to Acquisitions Librarian from Vendor.
Review by Acquisitions Librarian and license is sent on to University Contracts Office.
License is reviewed by UC Office. ed back to Acquisitions Librarian with suggested changes/revisions. Returned to Vendor.
The vendor either accepts the changes or a dialogue is begun between the Acquisitions Librarian, CMU Contracts Officer and the vendor/publisher to reach an agreed upon decision.
Once the changes/revisions are complete, the revised document is signed by the UC Officer
The Acquisitions Librarian sends paperwork to the vendor/publisher along with a letter requesting that one fully executed copy be returned to the Acquisitions Librarian.
Fully executed copy is sent to University Contracts.

9. Preparation Worked with CMU to create a focused training agenda
Basic overviews of tools needed to effectively collect for the subject areas
Goals were to have the training focus on practical aspects of Collection Development
Hands-on and Interactive
Equipped PhD Subject Specialists to embark on selection

10. Training Session Part 1: Approval Methodology
Part 2: Hands-on GOBI training
Part 3: Workflows specific to CMU
Best ways to implement changes
Tools in GOBI that fit within those workflows

11. Approval Methodology Approval plans The profiling process
What are they?
The profiling process
Pre-publication
Hand-in-book profiling
Approvals
Analysis of CMU’s various approval plans

12. GOBI Training Overview of tools and features How to view eOnly titles
Ensure tools and features fit within CMU’s workflow
How to view eOnly titles
Searching
Notifications

13. Ongoing Consultation and Follow Up
Regular contact and feedback to insure skills taught during training are refined and used
Available for questions and post-training follow up for any PhD Specialists that need one-on-one help
Work with Denise to craft a return, more in-depth training and profile revision meeting after the PhD Specialists work in GOBI for 2-3 months
Return in January for a profile review and advanced training

14. Assessment

15. Questions?