In 2023, our Acquisitions department evaluated existing position descriptions for how well they met the current needs and challenges of the department and the broader library landscape. We found that staffing in our serials unit was still skewed toward print management even though over 80% of our subscriptions have moved to an electronic format. Several positions were redesigned to incorporate NASIG Core Competencies, especially related to the print and electronic resource life cycles. By using the core competencies to distribute print and electronic responsibilities among multiple staff members, we balanced the workload and prepared our area to better face future trends. This session will discuss the new position descriptions, the benefits of incorporating built-in cross-training, and how we worked with our campus HR office to build a job-family grid which provides opportunities for staff advancement.
Acquiring electronic resources for academic libraries has evolved into a complex and multifaceted process. Juggling numerous requests from faculty, negotiating with vendors, managing budgets, and ensuring timely access. This presentation will explore how leveraging Jira, a robust project management software, can help you re-imagine the e-resource acquisition workflow, transforming it from a chaotic process into a streamlined and efficient operation. Jira, with its customizable workflows, robust tracking capabilities, and seamless communication features, provides a powerful platform for managing the entire lifecycle of e-resource acquisitions including trial workflows. We will delve into how Jira can be configured to: Streamline Request Processing Establish clear and concise workflows for each stage of the acquisition process, from initial request submission to final approval. Automate tasks, such as sending notifications and assigning requests. Utilize custom fields to capture essential information about each request, such as consortia options, trial availability, authentication method, usage statistics availability, VPAT availability and rating, and history of ILL requests. Enhance Communication and Collaboration Facilitate seamless communication and collaboration between library staff processing requests. Utilize built-in messaging and notification features to keep everyone informed about the status of requests and resolve issues promptly. Increase Transparency and Accountability Provide a clear and transparent view of the acquisition process for all stakeholders. Enhance accountability by tracking progress, identifying bottlenecks, and ensuring timely decision-making. By implementing Jira, libraries can significantly reduce staff burden, improve efficiency, and enhance the overall user experience. This presentation will provide practical tips and best practices for implementing Jira in an academic library setting, including customization options, and workflow design including trial workflows.
During the Fall and Winter quarters of 2024, librarians at UC Santa Cruz were faced with the challenge of tracking perpetual access for titles canceled for an ongoing serial cancellation project due to a budget shortfall. This required consolidating information from various spreadsheets and other sources, some of which were still being updated. This session will review the tracking process that we used, including how we consolidated the perpetual access information, how we verified our access with vendors, how we addressed subscriptions with print + online coverage and share tips for if another library is faced with this type of project.
The increase in acquisitions of electronic resources is placing more demand than ever on technical services workers. The work is becoming more technical, more complex, and is constantly changing. Electronic resources, acquisitions, and cataloging work have all become interconnected as well, leading to additional challenges of change management in the workplace. Technical services workers are experiencing low-morale and burnout. The presentation will discuss challenges leading to burnout for Technical Services workers. Literature regarding burnout and low morale experiences will be presented. There will also be a discussion of potential solutions to burnout, such as slow librarianship and peer mentoring. The creation of a peer mentoring program for NASIG will be discussed at the conclusion of the presentation. Attendees are welcome to share experiences and offer feedback.
Starting a new unit or carving out a distinct department within an academic library presents both opportunities and challenges. Drawing on my experiences at Kansas State University and the University of Arkansas, this session examines how to strategically build and evolve teams responsible for managing electronic resources, acquisitions, and licensing. Through real-world examples—such as developing bespoke training documentation, implementing large-scale cross-departmental projects like fund restructuring, and cultivating cohesive, supportive teams while managing scope creep—attendees will see how I have implemented a new vision for electronic resource best practices at two large R1 academic institutions while onboarding as a new tenure-track faculty member. Participants will learn how to conduct gap analyses, advocate for and adopt project management tools like JIRA and Confluence, and meet their staff at their current skill levels through targeted training materials. The presentation will highlight early successes and tangible outcomes, including streamlined workflows, improved transparency around acquisitions, and demonstrable staff skill growth. Additionally, it will address the interpersonal challenges inherent in organizational change, offering strategies for communicating a shared vision, building trust, and motivating teams through periods of uncertainty.
By emphasizing scalable solutions, this session ensures that libraries of all sizes can apply these approaches. Attendees will leave with a clearer blueprint for reshaping their departments—equipped with actionable frameworks, leadership techniques, and practical tools that can be put into practice immediately. These insights not only align with NASIG Core Competencies and professional standards but also meet the evolving strategic demands of academic libraries in a rapidly changing landscape.
This session will explore how team collaboration, cross-functional teamwork, user-centered communication, and creative problem-solving empower libraries to address complex eResource access challenges. Drawing on case studies from a medical library, participants will learn strategies to enhance team expertise, reduce service disruptions, and improve user satisfaction.
Effective collaboration among library staff, IT professionals, and vendors is crucial for resolving access issues efficiently. By fostering open communication and breaking down departmental silos, teams can work together to identify innovative solutions and implement them effectively. Case studies will highlight successful team efforts in overcoming these challenges.
Building a culture of collaboration and open-mindedness enables teams to approach problems from multiple perspectives, leading to more creative and effective solutions. Participants will discover best practices for maintaining clear communication with users during disruptions, emphasizing transparency, proactive engagement, and open dialogue. The session will also focus on innovative solutions that teams can implement to ensure continuous access while restoring services, such as direct access link options. Additionally, participants will learn how to build comprehensive testing plans that enable teams to quickly diagnose and identify issues, streamlining the troubleshooting process. Training staff on new technologies and creating adaptable workflows is essential for maintaining a flexible and efficient service delivery model. By embracing a culture of continuous learning and innovation, teams can adapt to changing technologies and user needs. Finally, participants will learn actionable solutions for minimizing service disruptions through teamwork, including protocols for rapid response to access issues and tools that facilitate collaboration. Innovative approaches to integrating user feedback into service improvements will also be explored, ensuring that user needs are at the forefront of decision-making.
