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					Acquisitions Annual Report FY99
  I.   Personnel
 II.   Accomplishments
III.   Challenges
IV.    Goals for FY00
 V.    Thank you to the staff



I. Personnel

The staff of Acquisitions Services deserve special credit this year for keeping the work of
the department going under less than optimal conditions. Located as we are, directly
adjacent to the Berry Library construction site, staff have been subjected to noise, dirt,
fumes, and other construction-related nuisances throughout the year, yet have continued
to meet service and production goals. Tempers have occasionally worn thin and the
Advil® supply has required more frequent replenishing, but the energy and good humor
which characterizes this group have enabled us to stay focused on the tasks at hand
during a difficult period.

Staffing changes which occurred in FY99 are as follows: Susan LaPoint, formerly of the
Dana Medical Library (UVM), accepted the position previously held by Therese Blair in
September 1998

Kathleen Walker received a promotion to Acquisitions Specialist/Bibliographic Control,
replacing Pat Iacuzzi in October 1998

Emma Wegner accepted the position previously held by Kathy Walker in October 1998
and was promoted to Acquisitions Assistant A in July 1999

Judy Maynes, formerly of the Vermont Law School Library, accepted the position
previously held by Betsy D'Acunto in July 1999

William Hankel, formerly of the Middlebury College Library, accepted the position
previously held by Monique Jones, arriving in August 1999

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II. Accomplishments

Acquisitions manages a complex array of activities covering order, receipt, financial
functions, bibliographic control and record maintenance, and vendor and client relations.
Our work encompasses business relations with publishers and vendors, and interactions
with College departments such as the Controller's Office, Alumni Relations, and
Development. Internally we support the library's bibliographers in collection building and
management of the information resources budget. For library users we provide the
majority of new book and serial catalog records. This year, our range of activities
broadened even more, to include responsibility for management of the Gifts Program
(transferred in November 1998 with the retirement of Bob Jaccaud), leadership of the
Serials Roundtable (re-instated at the request of CMDC), and post-selection management
of the New Hampshire and Canadian Documents programs (transferred with the
retirement of Lois Krieger in June 1999.) We also began planning for management of two
"public service" areas, the Serials Reading Room and the Newspaper Reading Room,
which will add a new dimension of user service to our operations when the Berry Library
opens next year.

Growth in the area of acquisition of electronic resources continued as new initiatives,
such as license information management, became part of our departmental responsibility.
Access management has become an integral part of e-resources acquisition and we now
find ourselves called upon daily to assist users and library staff (through the EJ Help
mailbox and other avenues) when access is, or appears to be, disrupted. We necessarily
treat each call for help as a RUSH request; other tasks are set aside while the problem is
investigated and the results reported to the user. As the Library acquires more and more
of these products, the need for staff who can devote substantial time to the management
of e-acquisitions becomes increasingly apparent.

The growth of "e-business" practices in general and the heightened rate of change in the
vendor/publisher world (mergers, reorganizations, buy-outs) reinforced the adage that
"the only constant is change," and required that we modify staffing assignments,
workflow procedures, and documentation at an unprecedented rate.

A. Order and receipt

Order and receipt activities are core functions in which all Acquisitions staff participate.
Firm orders comprise about half of our ordering activitiy and are the responsibility of the
individual bibliographer liaisons. A one-week turnaround is maintained for firm orders.
RUSH orders, which make up 5% of orders overall, are handled by a special team and
have a 24-hour turnaround time. Serial orders comprise 5% of the annual total. Order
records created at receipt (approvals, gifts, blanket orders, etc.) account for about 30% of
the overall number of orders, and continue to show a slow but steady rise in relation to
numbers of firm orders, perhaps reflecting the growing necessity for bibliographers to
utilize gathering plans in their collection development work. Acquisitions staff generated
31,983 orders during FY99, an average of 125 per day.

The Worldwide Web is now a standard acquisitions tool for gathering information from
publishers and vendors, placing orders for new and out-of-print materials in all formats,
and managing functions such as approval plans. New services are springing up on the
Web every day and we have incorporated a number of these into our order routines. For
example, through the Addany.com service, we can access comparative pricing
information for titles we intend to order and readily identify the source offering the
lowest price. The ability to locate materials by searching vendor and publisher
inventories and lock in orders immediately using our credit card means that we can
acquire more of the titles we want, and get them more quickly as well. While we continue
to use vendors for the bulk of our purchasing, we "go direct" more often than in the past,
reflecting the fact that traditional vendors cannot supply (or simply do not supply) as
quickly as "virtual bookstores" and other Web retailers.

With the upgrade to Innopac Release 12 this Spring, we gained the ability to retain
certain order record data via the Import Order feature, which allows export of fixed field
and payment data from short-term order records into permanent item records. This
feature will allow us to keep interdisciplinary subject data (Code 3), data on restricted
endowments (such as Special Collections funds), and other types of information which
meet the criteria for permanent retention.

Other special projects affecting order and receipt include the following:

      Review and clean-up of monographic series orders and claims
      Documentation of procedures for handling electronic resources, to establish a
       consistent and logical pattern for acquisition and processing
      Review and clean-up of Blanket Standing Order plans, including the University
       Press of New England plan
      Serials receipt and management training for Bess Rowden (Feldberg Library) and
       Phyllis Gilbert (Special Collections) and serials check-in training for the student
       assistant to the Russian Language and Literature bibliographer
      Review for back number ordering of all Russian language and literature serials
       cancelled with the cessation of the Russian State Library exchange program
      Final re-orders for issues claimed but never supplied by the Faxon Company

B. Financial management

Paying the bills, monitoring accounts, and keeping interested parties aware of the current
status of funds and accounts in which they have an interest, are all important
responsibilities within the financial operations area. A team of staff processes invoices
weekly (except during the period following the fiscal year close), either via the Import
Invoice interchange with the Controller, or, for large or non-Innopac payments, via
special procedures managed by the department's Financial Specialist. Innopac and FAS
comparisons are run monthly or as requested by John James, in order to troubleshoot any
unexpected variations between the two financial systems. We provide financial reports to
all bibliographers on a regular basis and each bibliographer has the option to receive
reports in paper, electronically, or in both ways. All bibliographers receive training so
that they may view their financial reports in real time on the Innopac system, if they
choose.
FY99 presented us with several challenges in the financial area. The year was unusual in
that appropriations were not entered into Innopac until late fall of 1998, due to changes
that were being made by the Endowments Office in the endowment earnings distribution
formula. While the delay in determining FY99 appropriations was outside of the Library's
control, the situation was a problematic one, both for Acquisitions staff, who had to do a
substantial amount of mid-year clean-up to transfer payments to the proper accounts once
the appropriations were known, and for bibliographers, who did not have complete
budget reports for the first half of the year. Ultimately the change in the distribution
formula inspired a project to structure funds in Innopac in a simpler and more flexible
mannner. We developed a new funding structure in Spring 1999 which pools unrestricted
endowment funds instead of requiring specific endowment-to-fund matches as in the past.
Our expectation is that this new approach will reduce the amount of time spent in funds
set-up at the start of each fiscal year. Although the new funding scheme was a "behind-
the-scenes" operation, it required many hours of work: to create the new plan, to adjust
all the fund codes for encumbered titles in Innopac, and to modify numerous record
templates, tables, and report groupings. The task would have been impossible for one
person within the timeframe available and the members of the Acquisitions Management
Team and the Financial Specialist deserve considerable credit for handling this enormous
system alteration so smoothly.

Management of the P-Card (credit card) presented its own set of challenges this year. The
ability to use a credit card has become a necessity and a way of life as far as we are
concerned, to expedite RUSH and time-sensitive orders, as well as to utilize sources
which do not provide standard invoicing services. Acquisitions had previously (FY98)
proposed an increase to the per-purchase limit of $999.99; although our request for a
$10,000 limit was not implemented, we were pleased to have the per-purchase limit
raised this year to $5,000.00. However, FirstUnion, with which Dartmouth has contracted
for credit card services, was unable, for most of the year, to post charges to the College's
financial system (FAS.) Although we could encumber dollars used for credit card
purchases, we could not post them to the proper accounts until the payments showed up
in the FAS system. Our only option was to keep detailed manual records for each use of
the credit card and follow-up with a sizeable journaling project this Spring when the
charges were finally posted. As a result of the bank glitch, bibliographers' fund reports
and FAS reports were inaccurate for the period, as credit card purchases were not
included within the expenditure totals.

ILL payment was another area which required special attention this year. Our Financial
Specialist met with the ILL Roundtable and collectively a decision was reached to
develop a shared Filemaker database to record ILL bills to borrowing libraries. Each ILL
unit will enter the billing information in the first instance and Acquistions will, as usual,
handle subsequent billing for the transaction. The shared file obviates the need for data
re- entry in Acquisitions when checks are received or when additional requests for
payment are required.

Other activities within the financial area include:
      Review and, as necessary, adjustment of encumbrances in the system
      Creation of the Arts & Sciences "selec" fund for use in the purchase of costly or
       multi-disciplinary electronic products, marking the first instance of a fund
       targeted solely for electronic resources

With improved performance in the Purchasing card system, simplified ILL payment
procedures, and a more flexible structure for managing unrestricted endowment funds
within Innopac, we look forward to smoother financial sailing in FY00.

C. Bibliographic control

Cataloging of books, serials, and scores at the point of receipt is a substantial operation,
involving a majority of the staff in the department. In FY99, 17,766 titles were cataloged,
including 254 scores. The department provides full cataloging for approximately 65% of
new books received in the library and has a hit rate of 75%, when materials handled
elsewhere, such as non-Roman titles, are excluded. Most books are cataloged within a
few days of receipt. We routinely catalog 50% of new serial titles and 50% of new score
receipts. Our serials cataloging activities were suspended for a part of the year while the
new Specialist for Bibliographic Control received training in serials copy- cataloging.
Serials cataloging was created for 184 titles, including electronic journals and collections.

Our experimentation with OCLC as a source for cataloging records was curtailed for
most of the year at the request of the Bibliographic Control Department. In Spring of
1999, a limited use of OCLC was re-instated, with one staff member cataloging
university press approval titles on OCLC. More recently we have started planning for a
test of the use of OCLC for books cataloging and will be assigning five staff to
participate in a six- month project to search and catalog new monographic receipts on
OCLC, with RLIN serving as a back-up system. Use of a small test group, rather than a
department-wide project, is necessitated by the number of PCs in the department, since
PCs are necessary to utilize the OCLC-to-Innopac Export capability. Although the test
guidelines severely restrict the OCLC copy we can use, which means that we will still be
doing most of our cataloging on RLIN, it is nevertheless an opportunity for staff to dust
off their OCLC skills and a try a new method for cataloging-on-receipt.

D. End processing

Although the bulk of end-processing tasks are managed within Preservation Services,
Acquisitions' activities encompass several end-processing workflows. We are responsible
for the check-in of both unbound and received-bound serial receipts, and for several years
have been producing labels for unbound journal issues, utilizing specially- configured
printers attached to our Wyse check-in terminals. After a lengthy review, a new program
was implemented to produce permanent quality labels from Innopac, so that we can now
create labels for serials-received-bound as well, saving time for ourselves and for staff in
Preservation Services.
Barcoding of monographs cataloged on receipt and barcoding of serial-volumes-
received-bound are handled at present in Acquisitions. This year we have put forward the
suggestion, to CMDC Serials and other groups, to discontinue our participation in
barcoding and item record creation for serials-received-bound, with the rationale that
creation of non-summary serial item records is more logically a function for the
individual circulation units, who can best assign item record codes based on practices
within their respective units.

Acquisitions also oversees the creation of book plates for new memorial funds (other than
Special Collections funds) and produces individual memorial gift plates for all titles
acquired with Alumni Memorial Book and other memorial funds.

E. Client and business relations

The Library's bibliographers form our major client group, and providing efficient and
responsive service to bibliographers is our highest priority. New services provided for
bibliographers in FY99 include the following: o distribution of the Library Journal
newsfeed odevelopment of a checklist to assist bibliographers in assessing electronic
resources odevelopment of guidelines for reviewing licenses and contracts for electronic
resources oimplementation of a "quick guide" to Acquisitions policies and relevant
Innopac data for new bibliographers othe EJHelp mailbox (for staff and users) for
questions or problems relating to access to passworded electronic products We were
pleased to transfer the management and maintenance of the CMDC Web pages to the
CMDC Collection Policies Group and will continue to work closely with that group in
the development of documentation relating to collection management policies.

As the middleman between the bibliographers and the Library's materials suppliers, we
follow developments in the vendor and publisher communities closely. Our job is to find
the best sources for materials in terms of cost, performance, and customer service, and we
increase/decrease our use of individual suppliers and add/drop suppliers based on these
factors. This year has been a volatile one, with mergers and re-organizations affecting
several of our major vendors, and consequently affecting our internal operations.
Declining profit margins, consortial purchasing which bypasses vendors, and continued
growth in the e-publishing realm are some of the factors which have precipitated these
changes in the vendor community. Of particular concern to us is the upheaval within the
Blackwell company, one of our major suppliers of US and UK books and serials. Re-
organization within the Books Division established new practices for order, claiming, and
payment which, to put it bluntly, don't work in our environment. Difficulties in order and
receipt have prompted us to seek other suppliers, such as Everett's Books and
Subscriptions. Blackwell's buyout of the Academic Book Company in the Spring of 1999
means that the bulk of our English-language approval plans and domestic monographic
series orders will now reside with a single vendor (Blackwell), a situation we may need to
re-assess as the results of the buyout become apparent. On the serials side, Blackwell's
Information Services announced a merger with Swets Zeitlinger, which will bring BIS
under Swets' management. Although we have been promised business as usual for FY00,
the merger is likely to have a dramatic effect on our serials operations, due to changes in
vendor systems, customer service practices, service charges and prepayment discounts,
etc.

In the area of electronic resources, we deal directly with many publishers and continue to
observe that their customer service capabilities are modest at best. Publishers are entering
the space previously dominated by vendors; both groups are trying to carve out new roles
in unfamiliar territory, and we, on the receiving end of their services, feel the impact of
this unsettled situation.

As managers of the Alumni Memorial Books and the Individual Memorial Gifts
Programs, we have regular interactions with College alumni and other donors. With
assistance from staff in Alumni Records and Stewardship, we work with Class Officers
from the more than 30 classes which support, by gift or endowment, memorial book
programs. This year, we added the Class of 1986 as a gift Class and re-instated the
program for the Class of 1968. We prepared a document for the Development Office on
Library Memorial Opportunities for inclusion in a new publication to be issued in
Summer 1999, and hope to resume work on a Library-specific Donor Brochure in the
coming year. In FY99, AMB gift and endowment income totalled $20, 224.45.

Thirteen donors contributed $5405.63 in individual memorial gifts in FY00; these funds
were generally used to purchase resources for the reference collections and to assist
individual bibliographers in extra-budget purchases. Memorial gifts-in-kind (3 individual
titles) were received from 3 donors.

Working with the Graduate Office, Acquisitions manages the receipt of Dartmouth
Masters and doctoral theses. A Filemaker database is used to track bibliographic data as
well as information on numbers of personal copies wanted, costs for binding of personal
copies, monies collected, accounts to be charged, processing dates, etc. In FY99, 67
theses were processed through the department.

F. Gifts Program (non-memorial)

Prior to November 1998, Acquisitions had been involved in searching gift materials,
tracking selectors' decisions, and cataloging titles chosen for the collection. With the
retirement of Bob Jaccaud, the processes of receipt, discard, and donor interaction for
gifts also passed to our department. In FY99, 1786 gift orders were created in Innopac.
Between December 1998 and June 1999, approximately 200 volumes received
individually or in gift lots were rejected by bibliographers, and were targeted for the
"Sale Shelf" in Reserve or for experimental uses in Preservation Service/Disaster
Committee workshops. No major gifts were received during the second half of FY99; the
largest gift, 107 German language titles donated by Alexander (Sasha) Kraev, Class of
'01, is currently unprocessed pending the arrival of the new German Language and
Literature bibliographer. With FY00, Acquisitions will be tracking the following statistics
relating to the gifts which pass through Acquisitions (not all do!) : number of donations,
number of titles received, number of titles accepted, number of titles rejected, and
number of volumes added to the collection. We have also created a correspondence file to
store donor communications and acknowledgment letters, which are created as
appropriate.

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III. Challenges

Increased workload and the need to simplify

Electronic resources acquisition is an area which demands more and more of our time,
and at this point is an additional set of tasks, as nothing in our traditional array of
activities has been eliminated or replaced. The demand for services relating to electronic
products (such as resolving access problems, managing contract and statistics files, and
providing update information to library staff) continues to grow as well. Unfortunately
the number of staff has not changed, nor, despite the Library's best efforts, has the 35-
hour summer work week been abolished. Our challenge then is to simplify in other
operational areas in order to free up time which can then be targeted into e-resource
acquisitions. Time savings might be achieved in the following areas: Mail sorting
services Bib-and-order record creation, using a download table designed expressly for
this function Transfer of the thesis receipt program Elimination of Library involvement in
the Prize Book program Elimination of item record creation and barcoding for serials
received bound Stricter policies for bibliographers regarding cancellations and special
year-end purchasing

Equipment

Most of the staff in Acquisitions are working on Macintosh computers that are 5 and 6
years old. The 13-inch monitors that seemed so luxurious several years ago are now
inadequate for many of our jobs, which require multiple Web and local sessions to be
visible concurrently. Most staff cannot load Office 98 because the RAM requirements of
the program are too great. It is also unclear whether we should be asking for PCs instead
of Macs in our upgrade requests. PCs have the advantage of faster Web access and OCLC
Export capability, but they are less desirable for other of our activities, including file-
sharing, review file updating, Web page editing, and the batch creation of purchase
orders. We require the ability to define sets of function keys for individual vendor system
use; this is possible on the Mac, but not on a PC. Nevertheless, we have strengthened our
staff knowledge base and are positioned to move in the PC direction when/if a
Collections Services policy about equipment is developed and when funds become
available for equipment upgrades. We also need to test purchase order printing on a new
"system" laser, as our system printers are too large to be housed in our space in the Berry
Library and will have to be replaced.

Vendor performance and utilization
We have always relied on carefully chosen vendors to supply materials and provide
responsive customer service in situations where problems arise. We have also
intentionally avoided the "all eggs in one basket" policy of vendor selection. Mergers and
re- organizations, such as we have noted above, reduce our choices in vendor selection.
This year we have had to step back and take a good look at one of our major vendors and
begin to explore other companies as possible replacements. Electronic publishing and the
re-emergence of the "direct-to-publisher" model for electronic products purchasing have
thrown the vendor community into disarray. By and large, book and serial vendors do not
know how to handle electronic products; customer service is diminished (in fact we often
provide more help to our vendors than they provide to us.) So we face the dilemma of
waiting for the vendors to catch up versus choosing to take on more of the work
ourselves. The challenge for us has been to reorganize our own activities to compensate
for diminished partnerships with our vendors.

The Acquisitions Department in Berry Library

We know that life will be different in Berry. Because the physical layout of Collections
Services as a whole will change, there will be resultant changes in workflows,
interdepartmental communication, etc., among Collection Services units. In our view,
Berry offers the opportunity for improved interactions for Collection Services. On the
other hand, we have had the luxury here in Baker of close proximity to many of the
bibliographers, our main client group. In Berry, we will be located a significant distance
from the Baker bibliographers, which suggests that our very regular, informal interactions
with bibliographers will change. Our challenge with this situation will be to create a
setting which motivates all bibliographers to visit regularly and to expand our
communications channels to reach those bibliographers with whom face-to-face contact
is reduced. Our Berry floor plan was completed prior to the decision to add 2 additional
staff to the department, as a result of the transfer of SRR and Newspaper Room
management. Already tight for the elements of our program, the space now presents
additional challenges in terms of providing space for staff and operations.

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IV. Goals for FY00

Our specific goals for FY00 include the following:

   1. Simplify; identify functions that might logically be transferred from Acquisitions
      to more appropriate units.
   2. Based on our experiences of the past four years, continue to request an additional
      professional position to the department to supervise Electronic Resources
      acquisitions.
   3. Upgrade desktop computers. As a second priority, acquire additional PCs in order
      to transfer check-in operations to III's Web-based Millenium system.
   4. Prepare for the likely elimination of the BRS Online Catalog and its replacement
       by the Innopac WebPac. This is particularly challenging as we now rely very
       heavily on the speed and enhanced search capabilities of the BRS catalog.
   5. Plan for and execute a successful move to Berry Library.
   6. Develop specific staffing, workflow, and logistical plans for the Serials Reading
       Room and the Newspaper Reading Room; firm up staffing needs and plans for
       Government Documents processing in Berry.
   7. Evaluate the performance of Blackwell's and explore possible alternatives for
       placement of approval plan and monographic series orders.
   8. Begin creating check-in and holdings records for SuDoc material and integrate
       into exisiting processing routines.
   9. Incorporate the acquisition of video materials formerly handled by Instructional
       Services.
   10. Evaluate the results of the OCLC cataloging experiment and determine how
       cataloging-on- receipt activities might be best handled.
   11. Generate collection management statistics on a monthly basis.
   12. Complete the Library's Donor brochure project.
   13. Accomplish the initial input of data into the License Guideleines database
       requested by ILL and CMDC.
   14. Experiment with personalized Web pages/portals for bibliographers to provide
       access to Acquisitions resources and information.

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V. Thank you

I look at the department and see a lively, inventive, and determined group of people who
always go the extra distance in providing fast and thorough service to the Library's
bibliographers and our other client groups. Each member of Acquisitions Services makes
an impressive contribution based on her individual talents and skills and I would
enthusiastically acknowledge the achievements of each staff member if space permitted.
Our lives have seemed more chaotic this year, reflecting both the rate of change in the
"outside" world and the speed at which we must constantly redefine our internal
environment. This year we used water ballet, silly hats, a round of miniature golf, and
some wild leaping on a trampoline to preserve our sanity. My thanks to each staff
member and student assistant for all the serious efforts and all the wild-and-crazy
moments.

Respectfully submitted,

Ann McHugo Acquisitions Services Librarian
Annual Report for 1998/99 : Appendices

  I.     Statistical Profile
 II.     Acquisitions Staff
III.     Staff Development Activities
IV.      Annual Calendar
 V.      Return to Report



Appendix I: Statistical Profile

                                  FY97     FY98     FY99


Ordering Activity
Monographic orders created        24,227   25,652   30,502
Firm Orders                       11,179   11,155   18,446
Approvals                          6,564    7,978    8,375
BLSO items                          972      749     1,004
Books in series                    1,527    1,622    1,732
Class dups                          660      530      148
Multiparts                          327      253      308
Replacements                        605      285      214
Rush orders                        1,427    1,416    1,027
Gift                                965     1,664    1,786
Serial orders created              4,211    3,038    1,481


Total Orders created              28,438   30,354   31,983



Cataloging Activity
Monographic titles cataloged      17,663   17,194   17,766
Serials titles cataloged            251      420      184
Scores                                       203      254
Total Cataloging                  17,914   17,817   18,204


Serials Processing Activity
Check-in records created            877      874      946
Serials maintenance : added
New titles                         471         492        677
Title changes                      369         330        302
Added copies                        11           8         42
Inactive new titles                 83          44         52
Reclass/Recat.                      40          83         20
Serials maintenance : close-outs
Cancellations                      314         357        328
Cessations                         262         457        243
Titles deleted                     219         252        259
Serials maintenance : other
Transfers                                                  96
Holdings updates                                         1,094
Total Serials Maintenance                             3,113
*Analytics and some other categories switched to Monographic Orders in FY99.

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Appendix II: Acquisitions staff

                                                 Start      End      Re-Start    End
       Name               Current Position
                                                 Date       Date      Date       Date
Roberta J. Anderson Acq. Assistant A           9/21/87
                     Acq. Specialist: Vendor
Cherie Burns                                   9/2/86
                     Relations
Miriam J. ("Goodie")
                     Acq. Assistant A          8/24/92
Corriveau
Elizabeth D'Acunto Acq. Assistant A            1/6/86   8/19/88 6/5/89          1/31/99
Donna Dougher        Acq. Assistant A          10/2/95
Suzette K. Fegan     Acq. Assistant A          1/28/88
Pamela K. Goude      Acq. Supervisor           11/14/83
William Hankel       Acq. Assistant A          8/1/99
Juli Hincks-Babcock Acq. Assistant A           9/18/95
                     Acq. Specialist: Bib.
Patricia Iacuzzi                               8/5/87      8/28/98
                     Control
Monique T. Jones     Acq. Assistant A          3/24/98     6/30/99
Susan LaPoint        Acq. Assistant A          9/1/98
Lisa A. Ladd            Acq. Assistant A        9/28/88
Judy A. Maynes          Acq. Assistant A        7/1/99
Ann McHugo*             Acq. Librarian          11/1/73    9/30/77 10/1/83
Mary C. ("Carol")
                        Assistant Acq. Librarian 9/28/87
Magenau*
                   Acq. Specialist: Serials &
Julie P. McIntyre                               6/30/80
                   Systems
Miriam Moore       Acq. Supervisor              2/19/79
Kathleen O'Neill   Acq. Specialist: Financial   7/29/85
Barbara Sterling   Acq. Assistant A             6/13/88
                   Acq. Specialist:
Kathleen Walker                                 8/25/86
                   Bibliographic Control
Emma Wegner        Acq. Assistant A             10/1/98
Marianne L. Wilson Acq. Assistant A             12/22/86
Agnes Anna Zephyr Acq. Assistant A              10/30/89

*AM appointed Acquisitions Librarian, 9/1/94. *CM appointed Assistant Acquisitions
Librarian on 9/1/94

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Appendix III : Staff development activities: 1998/99

Ann McHugo:

   o   AAARC: co-chair 1993-; Interviews for candidates for AA/EO Director, 1999
   o   New England IUG Meeting, UNH, Fall 1998
   o   Meetings with architects or CSDH; site visit to UNH 10/30
   o   Charleston Acquisitions Conference, 11/1998
   o   Fire Plan Committee/ Library & Dartmouth Office of Safety and Security, 1998
   o   ALA Midwinter, 2/1999
   o   Harrassowitz Online Approval System Development Focus Group, Atlanta, 2/99.
   o   New England Technical Services Librarians, April 1999
       Paper: "E-Business: Acquisitions in the Electronic Age."
   o   Staff Training & Development, Co-chair, 1997-
       Presented: Electronic Journals for Library Staff, 10/98
       Organized "Innopac for Non-Innopac users" sessions
       Library Welcome Program update
   o   Various Baker/Berry Orientation sessions
   o   Baker-Berry Change group, 1997-
   o   Serials Roundtable, Chair
   o   STDC session on Yoga for Carpal Tunnel Injuries, 1999
Carol Magenau:

   o   CMDC/Serials : Presentation at CMDC on circulation statistics, May 19,1999
   o   CSG agenda committee, Oct. 1998/April 1999
   o   MARCIVE subgroup
   o   Serials Round Table, member
   o   Attended Bib Control staff meetings
   o   Congressional Universe BI session 11/6
   o   Baker/Berry orientations (all CS sessions)
   o   ACRL/NEC spring meeting 3/19 at UConn, "Marketing for the Millenium"
   o   Coordinated Kathy Walker's training program with Bib Control
   o   Meetings with architects or CSDH; site visit to UNH 10/30

Pam Goude:

   o   Collection Services , Labels Sub-Group ,1998/99
   o   Staff Training & Development (Welcome Program and STDC Collection)
   o   Diversity Training: A Campus of Difference", 10/98
   o   Charleston Acquisitions Conference, 11/98: Panel " E-Commerce and Credit
       Cards: Practical Considerations. Presented Dartmouth's procedures, guidelines,
       and experiences to an international audience .
   o   See article: Library Collections, Acquisitions, & Technical Services (by Patricia
       S. Harwell, Acq. Librarian, Universtiy of S. Carolina, Thomas Cooper Library)
       v.23 no. 2 (Sum. 1999) pg. 203
   o   Published article entitled: On the Road - Alligators in Charleston? Fore! (by
       Pamela K.Goude) in Against the Grain, v. 10 no. 6 (Dec.1998/Jan.1999), pg. 82
   o   Provided Innovaq Check-in training to Phyllis Gilbert for DC Hist. Serials,
       Spring9 99
   o   Assisted Ann McHugo at the NETSL Spring meeting in Worcester, MA 4/99,
       presenting: "E-business: The Acquisitions Department in the Electronic Age."
       This topic covered electronic resources, e-business methods, and the implications
       for Acquisitions' staffing & management.

Miriam Moore:

   o   Attended PC classes
   o   CSG agenda committee, 1999-
   o   Workflow group

Bobbie Anderson:

   o   University Microfilms vendor rep
   o   Required Mac Computer Skills class 1/11/99
   o   Computer Resources and Tools class 2/25/99

Cherie Burns:
   o   Midwest vendor rep
   o   Attended numerous BBCC Orientation Information sessions
   o   Numerous visits with various vendors, 1998-1999
   o   Trained in Cataloging on OCLC , 1999
   o   Met two different times with Rob Barry from Instructional Services for
       exchanging vendor information for videos and to talk about future plans for the
       new media center.
   o   Eastern Book rep.
   o   STDC session on using yoga to reduce stress
   o   DCLSA member-at-large
   o   Electronic Journals for Library Staff, 10/28/98
   o   Diversity Training: Campus of Difference, 10/98
   o   Computer Resources & Tools for Library Staff, 1/21/99
   o   Required Windows Computer Skills, 3/18/99

Goodie Corriveau:

   o   Lexis/Nexis and Congressional Compass presentation, 1/6/98
   o   Presentation on Continuing Education Programs,10/98
   o   Workshop on WWW Searching Tips and Techniques, 10/12/98.
   o   Workshop on Computer Resources & Tools for Library Staff, in 12/98.
   o   Required Macintosh Computer Skills,12/98.
   o   Fall meeting of the New Hampshire Federal Depository Librarians, at Franklin
       Pierce Law Center in Concord, N.H., on December 2, 1998.
   o   Depository Library self-study, 12/98, with John Cocklin.
   o   United Way representative to the Acquisitions department,
   o   LSA Crafts
   o   Library Holiday party committee

Donna Dougher:

   o   Required Mac Computer Skills class 1/11/99
   o   Computer Resources and Tools class 2/25/99

Suzette Fegan:

   o   Ebsco vendor rep
   o   Required Mac Courses" (computer training workshop) 12/10/98
   o   "Computer resources and tools for library staff", 1/21/99

Juli Hincks-Babcock:

   o   Web'98 : Exhibits in Boston, 9/98
   o   Simmons MSLS course : Knowledge Management in Large Organizations, 1999
   o   LSA member-at-large
   o   LSA Crafts Fair helper
   o   STDC new employee mentor
   o   STDC session on using Yoga to reduce stress
   o   BBCC Team building at the BEMA
   o   BBCC BBQ
   o   Rauner Dedication
   o   Met with various vendor representatives

Lisa Ladd:

   o   Essential tools for the computer
   o   Computer Resources and tools
   o   Required Mac Skills
   o   Seasonal affective disorders workshop
   o   Serials Roundtable
   o   Rauner Dedication
   o   Met with Representatives from Blackwells, Nardecchia
   o   Various BBCC events/meetings
   o   BLSO Coordinator

Susan LaPoint:

   o   Benefits Orientation, 9/8/98
   o   Cultural Diversity Workshop, 10/29/98
   o   Library Orientation Sessions, 12/9/98-1/15/99
   o   Library Resources, 1/21/99
   o   Introduction to Administrative Guidelines, 1/27/99
   o   Required Windows Computer Skill, 2/2/99
   o   Harrassowitz and Nijhoff vendor rep, 1998-

Julie McIntyre:

   o   Seasonal Effective Disorders, 2/2/99
   o   New England III Users Group Meeting at UNH, Fall 1998
   o   Breast Cancer Awareness, 10/21/98
   o   Required Macintosh Computer Skills, 12/8/98
   o   Computer Resources and Tools for Library Staff, 12/15/98
   o   Required Windows Computer Skills, 2/2/99
   o   Job Share Check-in Training: Special Collections -Phyllis Gilbert, 4/99
   o   Serials Round Table Committee , 6/99-
   o   TECOR rep
   o   Innopac Coordinator
   o   Blackwell Information Services and Blackwell Books vendor rep

Kathy O'Neill:

   o   Breast Cancer Awareness 10/21/98
   o   Proper Subcode Useage, 11/11/98
   o   Required MacIntosh Computer Skills, 12/10/98
   o   Computer Resources & Tools for Library Staff, 12/17/98
   o   BBCC programs

Barbara Sterling:

   o   Required Macintosh Skills
   o   Seasonal Effective Disorders, 2/2/99
   o   Breast Cancer Awareness, 10/21/98
   o   Required Macintosh Computer Skills, 12/8/98
   o   Computer Resources and Tools for Library Staff, 12/15/98
   o   Image Scanning Basics
   o   Web 98 exhibits in Boston, September
   o   New England Innovative Interfaces Users Group, UNH, 9/98
   o   BBCC Team building at the BEMA
   o   BBCC BBQ
   o   BBCC meetings
   o   Rauner Dedication
   o   Freedman's goodbye reception
   o   Inauguration of James Wright, September 1998
   o   Met with representatives from Nardecchia, Academic, etc.
   o   TECOR rep
   o   Contributed to article entitled: On the Street: Out of Print Searching on the World
       Wide Web (by Eamon T. Fennessy) in Against the Grain, (April 1999)

Kathy Walker:

   o   Harrassowitz and Nijhoff vendor rep (through Fall 98)
   o   Trained Susan on Harrassowitz and Nijhoff account
   o   Job share with Phyllis Gilbert
   o   Met with representatives from Nardecchia
   o   Trained Pam on Dartmouth Bookstore account
   o   Serials Item Record Task Force
   o   Serials Round Table
   o   Workflow Group; participated in Serials Maintenance Training.
   o   Required Macintosh Computer Skills course
   o   Computer Resources & Tools for Library staff, 12/98
   o   Required Windows Computer Skills 2/99

Emma Wegner:

   o   "Campus of difference" (diversity training workshop) 10/29/98
   o   "Required Mac Courses" (computer training workshop) 12/10/98
   o   "Computer resources and tools for library staff" (computer training workshop)
       1/21/99
   o   "Introduction to the Dartmouth College Administrative Guide and Dartmouth
   o   College Information System" (computer training workshop) 1/27/99
   o   Orientation for Library Staff 12/17/98-1/22/99

Marianne Wilson:

   o   Dartmouth Bookstore vendor rep
   o   Student supervisor

Agnes Anna Zephyr:

   o   Alumni Memorial Books assistant, 1998-
   o   Disaster recovery Workshops:
       Introduction and recovery of Cloth Covered Books
       Recovery of Photos, Negatives, Microforms, etc.
       Recovery of leather and Vellum Bound Books
       Post-recovery Activities

*does not include routine committee assignments

Return to Top of Page



Appendix IV : Annual calendar

Winter Quarter:
             January Alumni records update (semi-annual)
            February ALA Midwinter
                        Distribution of vendor lists in preparation for serials review;
Spring Quarter:
                        Vendor visits
                April Performance reviews
                  May Distribution of serials lists to bibliographers
                  June ALA Annual Meeting
                       Year-end close
                       Thesis processing
                       Prize Book program
Summer Quarter:         Fund Maintenance and allocation; Vendor visits
                  July New Fiscal Year begins
                       Major vendor pre-pays
                       Budget set-up in Innopac*
                        Alumni records update (semi-annual)
                        Annual vendor assessment
                        Files to Records Management
               August Budget set-up in Innopac*
                      Cancellations
                      Enter new appropriations*
          September New England Library Association meeting
Fall Quarter            Serials renewal period; Vendor visits
               October Serials renewal invoices received
                       Class Officer meetings
          November Serial renewals in Innopac
                   Charleston Acquisitions Conference
           December Serial renewals in Innopac
*delayed FY99 due to change in endowments reporting schedule

				
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