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Optimization of
ILL Student
Employees
and Resources
through
Departmental
Consolidation
Presented by Joyce Melvin
and Michael Straatmann
Or
Getting
Together to do
More with Less
Presented by Joyce Melvin
and Michael Straatmann
Joyce Melvin
Interlibrary Loan Manager
User Services, University of Nebraska Lincoln
Michael Straatmann
Circulation Manager
User Services, University of Nebraska Lincoln
BACKGROUND
University of Nebraska – Lincoln
• ARL Library, Center for Institutional Cooperation
• Largest library in Nebraska – 3.4 million volumes
2011-12
• 145,000 circulated items
• 807,000 walk-in users
• 103,000+ ILL loans with 77% fill rate
65% Lending & Document Delivery
Trends at UNL Libraries
• Circulation trends continue in seeing a decrease in
number of items physically circulated.
• Interlibrary loan trends continue in seeing an increase
in number of items both lent and borrowed.
• Off-site/High-Density storage removes a significant
percentage of collection out of direct patron access.
Steps forward?
In 2012, it was encouraged that these
two departments at UNL should
undertake a feasibility study for these
two units to merge, both physically and
organizationally.
• Literature Review (see Bibliography)
• Consultants (Rayna Bowlby, Lars Leon, and Barbara
Preece)
But, I thought this
was about students…
WHERE WE STARTED
“Old” Circulation Space
Facilities
Staffing
Circulation – 8.0 FTE
•Desk Supervisor
•Evening Supervisor
•Stacks Management
•Reserves
•Fines/Billing
•Delivery
Interlibrary Loan – 6.5 FTE
•Borrowing
•Lending
•Document Delivery
•Reception
Student Staffing
ILL Tasks – 1.5 FTE
• Scanning
• Copying
• Retrieval
• Shipping
• Delivery
Circulation Tasks – 5.5 FTE
• Sorting
• Shelving
• Shelf-reading
• Inventory
• Barcoding
• Staffing Service Points
Student Supervision
• Circulation Students
– Desk Supervisor
– Stacks Supervisor
• ILL Students
– Student Supervisor
– All staff – functional supervisors/trainers
Staff Interviews
• Workflows
• Position Descriptions
• General feelings and thoughts about potential futures
Internal Working Groups
• Aimed for balance of “innovators”, “traditionalists” and
“slow-adopters”
• 3 groups of staff, 1 group of managers
• Additionally, each manager was assigned as a
mentor to each group
• Each group was tasked with creating a model of
integration.
– How would the new department function?
– How would reporting work?
– How would students be best utilized?
– Etc.
Services and Resources
Each group was allowed to present to everyone and
were queried on:
• What resources would be needed for the plan?
• What services would be impacted? Improved?
• Why was their plan the best?
WHERE WE AIMED FOR
Ground Rules
• Maintaining a sense of continuity for staff by
proceeding with the basic premises of the
community-designed integration plan.
• Emphasizing the integration of our unit into one
cohesive whole, negating any plan which might revert
“us” back into Circulation and ILL.
• Utilize already existing management and supervisory
knowledges and strengths.
• Must improve services and efficiencies!
Collation of Plans
• Managerial/Mentor group was tasked with collating
each of the plans, while observing the ground rules.
• Plan was then presented back to staff.
• In order to succeed, it was strongly felt that staff buy-
in was essential.
Costs?
• Physical
– Remodeling of space
– New furnishings and equipment
• Personnel
– Student turn-over
– Additional training (cross-unit)
• Services
– Some slow down during adjustment phase
Facilities
Staffing
Borrowing & Customer Service
 Reserves
 ILL Borrowing
Desk Services
• Evening Supervisor
• Fines/Billing
• Reception
• Desk Supervisor
Materials & Student Employees
• Student Supervisor
• ILL Lending Staff
• Delivery
• Stacks Management
Student Staffing
• Sorting
• Shelving
• Shelf-reading
• Inventory
• Barcoding
• Retrieval
• Scanning
• Copying
• Shipping
• Staffing Service Points
Combined Student Staff – 5.5 FTE
Student Supervision
• One Student Supervisor
– Responsible for all training and supervision
– Rely on other staff to provide needs and
supplement training
• Exception
– Desk student scheduling
WHAT WE GOT!
Unforeseen Changes
Shifting Organizational Priorities
How to Respond?
Staffing
Borrowing and Reserves
7.0 FTE
– Reserves
– ILL Borrowing
– Fines/Billing
– Reception
Circulation and Materials
8.5 FTE
– Desk Supervisor
– Student Supervisor
– ILL Lending Staff
– Delivery
– Stacks Management
– Evening Supervisor
Student Staffing
• Sorting
• Shelving
• Shelf-reading
• Inventory
• Barcoding
• Retrieval
• Scanning
• Copying
• Shipping
Combined Student Staff – 3.0 FTE
Staffing Service Points – 1.5 FTE - MIA
DOES IT WORK?
Quantitative
ILL Turnaround Times
•Copies – Searching & Scanning
Lending Reduced 43%
Doc Delivery Reduced 13%
•Loans – Searching
Lending Reduced 11%
Doc Delivery Reduced 7%
Student Employees
– Wage Budget Reduced 5%
– Hours Reduced 30%
Anecdotal
Improved Communications
More Resources for Tasks & Training
Improved Shipping
More Interests in New Tasks
More Dynamic Environment
Better Morale – for everybody!
WHAT’S NEXT ?
Bibliography
• Alarid, T. & Sullivan, C. (2009). Welcome to the neighborhood: Merger
of interlibrary loan with access services. Journal of Interlibrary Loan,
Document Delivery & Electronic Reserve, 19, 219-225.
• Austin, B. (2010). Moving beyond the amalgam. Journal of Access
Services, 7(3), 145-58.
• Cheung, Ophelia; Patrick, Susan; Cameron, Brian D.; Bishop,
Elizabeth; and Fraser, Lucina, "Restructuring the Academic
Library:Teams-based Management and the Merger of Interlibrary
Loans with Circulation and Reserve" (2003). Librarian and Staff
Publications. Paper 2. http://digitalcommons.ryerson.ca/library_pubs/2
• Fritts, J. (1993). Sharing the load: a model for interlibrary
loan/circulation cooperation. Journal of Interlibrary Loan, Document
Delivery & Information Supply, 4(1), 55-66.
• Tribble, J. (1991). Merging library operations. Library Administration
and Management, 5(3), 151-54.
©2007 The Board of Regents of the University of Nebraska. All rights reserved.
Joyce Melvin
ILL Manager
&
Michael Straatmann
Circulation Manager
University of Nebraska Lincoln - Libraries

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Optimization of ILL Student Employees and Resources through Departmental Consolidation at the University of Nebraska-Lincoln

  • 1. Optimization of ILL Student Employees and Resources through Departmental Consolidation Presented by Joyce Melvin and Michael Straatmann
  • 2. Or Getting Together to do More with Less Presented by Joyce Melvin and Michael Straatmann
  • 3. Joyce Melvin Interlibrary Loan Manager User Services, University of Nebraska Lincoln Michael Straatmann Circulation Manager User Services, University of Nebraska Lincoln
  • 5. University of Nebraska – Lincoln • ARL Library, Center for Institutional Cooperation • Largest library in Nebraska – 3.4 million volumes 2011-12 • 145,000 circulated items • 807,000 walk-in users • 103,000+ ILL loans with 77% fill rate 65% Lending & Document Delivery
  • 6. Trends at UNL Libraries • Circulation trends continue in seeing a decrease in number of items physically circulated. • Interlibrary loan trends continue in seeing an increase in number of items both lent and borrowed. • Off-site/High-Density storage removes a significant percentage of collection out of direct patron access.
  • 7. Steps forward? In 2012, it was encouraged that these two departments at UNL should undertake a feasibility study for these two units to merge, both physically and organizationally. • Literature Review (see Bibliography) • Consultants (Rayna Bowlby, Lars Leon, and Barbara Preece)
  • 8. But, I thought this was about students…
  • 12.
  • 13. Staffing Circulation – 8.0 FTE •Desk Supervisor •Evening Supervisor •Stacks Management •Reserves •Fines/Billing •Delivery Interlibrary Loan – 6.5 FTE •Borrowing •Lending •Document Delivery •Reception
  • 14. Student Staffing ILL Tasks – 1.5 FTE • Scanning • Copying • Retrieval • Shipping • Delivery Circulation Tasks – 5.5 FTE • Sorting • Shelving • Shelf-reading • Inventory • Barcoding • Staffing Service Points
  • 15. Student Supervision • Circulation Students – Desk Supervisor – Stacks Supervisor • ILL Students – Student Supervisor – All staff – functional supervisors/trainers
  • 16. Staff Interviews • Workflows • Position Descriptions • General feelings and thoughts about potential futures
  • 17. Internal Working Groups • Aimed for balance of “innovators”, “traditionalists” and “slow-adopters” • 3 groups of staff, 1 group of managers • Additionally, each manager was assigned as a mentor to each group • Each group was tasked with creating a model of integration. – How would the new department function? – How would reporting work? – How would students be best utilized? – Etc.
  • 18. Services and Resources Each group was allowed to present to everyone and were queried on: • What resources would be needed for the plan? • What services would be impacted? Improved? • Why was their plan the best?
  • 20. Ground Rules • Maintaining a sense of continuity for staff by proceeding with the basic premises of the community-designed integration plan. • Emphasizing the integration of our unit into one cohesive whole, negating any plan which might revert “us” back into Circulation and ILL. • Utilize already existing management and supervisory knowledges and strengths. • Must improve services and efficiencies!
  • 21. Collation of Plans • Managerial/Mentor group was tasked with collating each of the plans, while observing the ground rules. • Plan was then presented back to staff. • In order to succeed, it was strongly felt that staff buy- in was essential.
  • 22. Costs? • Physical – Remodeling of space – New furnishings and equipment • Personnel – Student turn-over – Additional training (cross-unit) • Services – Some slow down during adjustment phase
  • 24.
  • 25.
  • 26. Staffing Borrowing & Customer Service  Reserves  ILL Borrowing Desk Services • Evening Supervisor • Fines/Billing • Reception • Desk Supervisor Materials & Student Employees • Student Supervisor • ILL Lending Staff • Delivery • Stacks Management
  • 27. Student Staffing • Sorting • Shelving • Shelf-reading • Inventory • Barcoding • Retrieval • Scanning • Copying • Shipping • Staffing Service Points Combined Student Staff – 5.5 FTE
  • 28. Student Supervision • One Student Supervisor – Responsible for all training and supervision – Rely on other staff to provide needs and supplement training • Exception – Desk student scheduling
  • 30. Unforeseen Changes Shifting Organizational Priorities How to Respond?
  • 31. Staffing Borrowing and Reserves 7.0 FTE – Reserves – ILL Borrowing – Fines/Billing – Reception Circulation and Materials 8.5 FTE – Desk Supervisor – Student Supervisor – ILL Lending Staff – Delivery – Stacks Management – Evening Supervisor
  • 32. Student Staffing • Sorting • Shelving • Shelf-reading • Inventory • Barcoding • Retrieval • Scanning • Copying • Shipping Combined Student Staff – 3.0 FTE Staffing Service Points – 1.5 FTE - MIA
  • 34. Quantitative ILL Turnaround Times •Copies – Searching & Scanning Lending Reduced 43% Doc Delivery Reduced 13% •Loans – Searching Lending Reduced 11% Doc Delivery Reduced 7% Student Employees – Wage Budget Reduced 5% – Hours Reduced 30%
  • 35. Anecdotal Improved Communications More Resources for Tasks & Training Improved Shipping More Interests in New Tasks More Dynamic Environment Better Morale – for everybody!
  • 37. Bibliography • Alarid, T. & Sullivan, C. (2009). Welcome to the neighborhood: Merger of interlibrary loan with access services. Journal of Interlibrary Loan, Document Delivery & Electronic Reserve, 19, 219-225. • Austin, B. (2010). Moving beyond the amalgam. Journal of Access Services, 7(3), 145-58. • Cheung, Ophelia; Patrick, Susan; Cameron, Brian D.; Bishop, Elizabeth; and Fraser, Lucina, "Restructuring the Academic Library:Teams-based Management and the Merger of Interlibrary Loans with Circulation and Reserve" (2003). Librarian and Staff Publications. Paper 2. http://digitalcommons.ryerson.ca/library_pubs/2 • Fritts, J. (1993). Sharing the load: a model for interlibrary loan/circulation cooperation. Journal of Interlibrary Loan, Document Delivery & Information Supply, 4(1), 55-66. • Tribble, J. (1991). Merging library operations. Library Administration and Management, 5(3), 151-54.
  • 38. ©2007 The Board of Regents of the University of Nebraska. All rights reserved. Joyce Melvin ILL Manager & Michael Straatmann Circulation Manager University of Nebraska Lincoln - Libraries