Melissa Belvadi presented at APLA on some of the transformative workflow changes taking place at UPEI.
The first section talked about how we are using Evergreen, CUFTS and GODOT to manage our serials workflow. Since only 400 of our 35,000 serials are print, we moved to managing all of these in our eJournal database - CUFTS. Some customization by the good folks at SFU allowed us to do this easily and, we think, elegantly. The end result is a user-focused presentation of journals to our users and a simple interface for staff. James Murphy, who works in Circulation and Acquisitions, presented at NASIG with SFU on this process.
The next section talked about how we are using a set of Excel sheets for our Acquisitions workflow since Evergreen (which we switched to a year ago) doesn't have one. The key piece here is that the staff love the new process and do not miss the behemoth Sirsi ILS at all.
Part 3 was a brief mention of how we are using the GODOT system to provide our own ILL form instead of using the default RELAIS form which is sad at best. This has resulted in a cleaner patron form and fewer requests for stuff we don't have.
Part 4 described how we are using Redmine to manage the cataloguing workflow for our special collections material. This project management software was a perfect and flexible tool for automating the workflow and passing pieces back and forth. The lesson from this is using the tools that fit, rather than fitting yourself to cumbersome and expensive tools that don't.
The last piece talked about how we are doing Reserves, using a combination of Evergreen bookbags and Drupal pages. This one is a moving target so is hard to describe in great detail, other than to say that the team at UPEI has a great deal of flexibility to do this in any number of ways. We will also look at the new Reserve module coming in the next version of Evergreen and decide if it is a better way to go.