Serials Task Group Questionnaire (Rachel Hollis) ERCELAA@ctrvax.Vanderbilt.Edu 24 May 1999 22:25 UTC
Date: Mon, 24 May 1999 14:49:05 -0700 (PDT) From: 5704P@VM1.CC.NPS.NAVY.MIL Subject: Serials Task Group Questionnaire Cross-posted to email@example.com, firstname.lastname@example.org, email@example.com and firstname.lastname@example.org May 18, 1999. Posted to email@example.com May 24, 1999. Please excuse duplication. ****Please reply directly to Rachel Hollis, not to SERIALST. Thanks-- ed. The Naval Postgraduate School is a degree-granting university whose emphasis is on study and research programs relevant to the Department of the Navy's interests, as well as to the interests of the other arms of the Department of Defense. The programs are designed to accommodate the unique requirements of the military. The Dudley Knox Library is the central library of the Naval Postgraduate School. The Serials Task Group, chartered by the Library Director, is part of the overall reinvention process at the Naval Postgraduate School. Our group will be focusing primarily on serials processes. To assist us in identifying "best practices" and innovative ways of managing serials processes, we have developed the following questionnaire. The collected information will be helpful in assisting us in developing new and improved serials processes for the Dudley Knox Library. The STG will be compiling the results and using them during the out brief phase for the reinvention process. We appreciate your time in completing the following questionnaire. Please check and or write the most appropriate answer(s) for each question and return the questionnaire by June 7, 1999 to Ms. Rachel Hollis, Serials Librarian at firstname.lastname@example.org. Should you have any questions concerning the questionnaire please contact Ms. Hollis at (831) 656-3324 or email@example.com. Serials Task Group Questionnaire 1. DEMOGRAPHICS OF YOUR LIBRARY: ____________________ Name of Library ____________________ Point of Contact (for additional information) ____________________ Phone Number ____________________ Fax Number ____________________ E-mail Address ____________________ Total Number of Staff ____________________ Number of Staff involved in Serials Processing 2. DEFINITIONS: The following definitions are given to help clarify questions in section 3. Approval Plan: A plan where materials that meet certain library-selected criteria are automatically sent to the Library. Ordering: The process through which materials are selected and purchased for a library. Outsourcing: Purchased services traditionally done in-house (i.e. cataloging, receiving, etc.). Payment: The process by which vendor invoices are verified against received materials, paid and recorded for future reference. Receipt: Delivery of materials to library, unpacking, sorting for proper handling, claiming of missing issues, cataloging and physical processing. 3. QUESTIONS: A. General Do you have documentation and/or flow charts for the following serials processes: Ordering Yes ___ No ___ Receipt Yes___ No ___ Payment Yes___ No ___ If yes are you willing to provide a copy? Yes___ No ___ Would you be interested in receiving a copy of our serials processes? Yes___ No ___ Do you use your Integrated Library System (ILS) for the following serials processes: Ordering Yes ___ No ___ Receipt Yes ___ No ___ Payment Yes ___ No ___ Who provides training for the following serials processes? Ordering ILS Vendor ___ In-house ___ Other ___ Receipt ILS Vendor ___ In-house ___ Other ___ Payment ILS Vendor ___ In-house ___ Other ___ Do you know of other libraries that are making innovative changes in their serials processes? Yes ___ No ___ If so, please list libraries? B. Library Statistics Please provide the size of your collection: ______ Number of Monographs ______ Number of Periodical Subscriptions Please provide the size of your collection for Electronic Resources: ______ Number of Internet based Resources ______ Number of Networked CD-ROMs ______ Number of Stand-alone CD-ROMs C. Library ILS Which ILS are you using? Advance ___ DRA ___ DYNIX ___ GLIS ___ Horizon ___ Innopac ___ NOTIS ___ PALS ___ Unicorn ___ Voyager ___ Other _______ How long have you been using your ILS? ________ Which ILS modules do you use? (Please check all that apply) Acquisitions ___ Cataloging ___ Circulation ___ Interlibrary Loans ___ Reserves ___ Serials ___ Does your ILS support separate modules for the following functions? (Please check all that apply) Cataloging ___ Fund tracking___ Invoice payment ___ Ordering ___ Processing ___ Receipt ___ D. Outsourcing Do you outsource any of the following processes? Ordering Yes ___ No ___ If yes, how long? _________ Receipt Yes ___ No ___ If yes, how long? _________ Payment Yes ___ No ___ If yes, how long? _________ E. Approval Plans If you have approval plans, how long have you been using them? ______ What approval plan vendor are you using? ___________________ Are you satisfied with the service of your approval plan vendor? Yes ___ No ___ F. Payment Does your library control the payment of invoices for serials? Yes ___ No ___ Does your library participate in any consortia buying arrangements for serials? Yes ___ No ___ If yes, how are funds transferred between members of the consortia? Is the consortia procurement for serials centralized? Yes ___ No ___ Thank you for taking the time to complete this questionnaire. Please provide any questions or additional information to Ms. Hollis (831) 656-3324 or firstname.lastname@example.org.