Operating a Dynix Consortium :

Operating a Dynix Consortium :

Easy as Shelling Peas

Susan M. Johns-SmithPittsburg State University – Axe

LibraryKLA Tri-Conference

April 11, 2007

To Be Part of A Dynix Consortium, You Must…

• Play Well With Others• Have a Sense of Humor• Live for Daily Surprises • Oh, and…

To Be Part of A Dynix Consortium, You Must…

• Remember What the Name of Your Vendor Is *This Week*

POLICY :n., course of action

POLICY

• Know your current policy

• Have it on paper• Use crayons if necessary• Brainstorm with staff• Compare with Board Regs

• What can you hand your patron?

POLICY

• Collection Codes – Material

POLICY

• Collection Codes – Material–How is it shelved?–Descriptive aspects of location?

–How long is it retained?

POLICY

• Collection Codes - Material

• Item Codes – Loan Periods

POLICY

• Collection Codes - Material

• Item Codes – Loan Periods–Who can have it?–For how long?–How much to replace it?–Can you request it?

POLICY

• Collection Codes - Material

• Item Codes – Loan Periods

• Patron Codes - Privileges

POLICY

• Collection Codes - Material

• Item Codes – Loan Periods

• Patron Codes – Privileges–Who can have it? –How are they identified?–When are they blocked?–How are they notified?

POLICY

• Vendors

POLICY• Vendors : Who Provides --–cataloging?–authorities?–acquisitions?–audio / e-books?–enriched content?–e-journals?

POLICY

• Vendors• Serial Patterns

POLICY

• Vendors• Serial Patterns

–Retention of issues?–Circulation of issues?–Binding of issues?–Multiple formats?

POLICY

• Patron Empowerment

POLICY• Patron Empowerment

–Check out their own material?

–Place their own holds?–Change their own PIN / Address?

–Save lists of material?–Set email addresses?–Receive RSS feeds?–Rate material?

POLICY

• Import/Export Profiles

POLICY

• Import/Export Profiles–From whom do you receive MARC records?

–What other bib records are necessary?

–Who else should receive them?

–What fields are important to you?

POLICY

• Import/Export Profiles• Security Access

POLICY

• Import/Export Profiles• Security Access

–Who uses the system?–Which module or functionality?

–Who runs reports?–Who is authorized to override?

–Who is point of contact?

POLICY

• Does the Policy need to be changed?

• What effect does the Policy have on workflow?

POLICY

• Does the Policy play well with others? –Patrons–Other Consortia Partners–Statewide Systems

PROCESS :n., systematic series of

actions

PROCESS

• Flexibility doesn’t (have to) mean chaos

• Choose the options that work for your institution

• Understand the steps involved

PROCESS

• Document the new steps• Document, Document, Document

• Communicate, Communicate, Communicate

PEOPLE :n., humans considered

as a group, or in indefinite

numbers

PRODUCT :n., a thing produced,

as by labor

PATIENCE :

The quality or capacity to tolerate delay, provocation,

annoyance -- without complaint or anger;

perservering or dilligent

QUESTIONS ??

A sentence in interrogative form

intended to elicit a reply.