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Inherited workflows and processes are common. In academic libraries, in particular state institutions like the University of Massachusetts, it takes time to either hire for a position or transfer job duties. There are also situations in which workflows need to be passed to a different person. Whether it’s a new hire or new job duties, the consequences are often the same: new backlogs, missing or non-existent documentation, or workflows that fit a different job or working style. At UMass Amherst, as a new hire in the Metadata Unit, I inherited batch loading responsibilities both for UMass Amherst and the Five College Consortium. Much of the knowledge was lost when the person who had those responsibilities left. Not only did a backlog begin to grow, documentation was limited, and workflows needed to be re-envisioned for a smaller staff. In this presentation, I’d like to address the ways in which the inherited batch loading process and workflows of bibliographic title sets are being streamlined and made more transparent. I’ll cover issues on: how we customized CORAL to reduce the number of spreadsheets to track loads; revamped documentation for both transparency and training; began an evaluation process to illustrate the process to our colleges, especially the liaisons; how this work is being adapted for our consortium batch loads.


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Creative Commons Attribution-Noncommercial 4.0 License
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