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Harmonizing Serials Management:
                                                                   From discordant ensemble to solo performance
Prior to the 1980s, all serials functions
were performed on paper by the Serials                                                                                                                          Serials management faced a drastic change
    clerk. These functions included:                                                                                                                                in 2002 when the Aleph system was
•Issue check-in was done in the                                                                                                                                  implemented. All serials processes could
  Kardex.                                                   The first ILS, the CARL system, came                                                                     now be managed in an automated
•A missed issue was claimed via letter                      to Blackwell Library in the late 1980s.                                                              environment. The catalog now contained
•Binding was done with a system of                          This implementation did not effect the                                                                  bibliographic records for serials with
  paper slips                                                serials workflow. All processes were                                                                 holdings. Predication patterns could be
•A paper list of journal holdings was                                  still done on paper.                                                                       created and issues arrived through the
                                                                                                       The first automation change to
  provided to Circulation and Reference.                                                                                                                         catalog. EDI was eventually enabled for
                                                                                                       effect serials workflow was the
                                                                                                      use of LARS for journal binding.                                     claiming and invoicing.




                                                                                       The cataloging
                                                                                     department took on
                                                                                   binding and some issue
                                                                                           arrival.



                                                                                                                       The acquisitions
                                                                                                                     technician did most
                                                                                                                     of the issue arrival.
                                                                                                                                                               The long-term Serials Clerk retired
                                                                                                                                                                 shortly after the introduction of
          In the meantime,                                                                                                                                     Aleph. With her departure, serials
        the development of                                      In 2003, a new serials
                                                             technician with no library or                                                                      functions were divided among all
         electronic journals                                                                            The government                   No one consistently
                                                            serials experience was hired.                                                                        members of Technical Services.
           and resources                                                                              documents technician                  did claiming.
         began to emerge.                                    Every one tried to teach her                 managed the
                                                            each separate serials task but                newspapers.
                                                           her limited knowledge and lack
                                                            of direct supervision kept her
                                                           from being able to bring serials
                                                                    back together.
With serials management becoming more
      technical and difficult, library
administration recognized the need for a
motivated professional. The position was
created and the first serials librarian was          The serials librarian
              hired in 2004.                         was on board for two                                                                                       In 2008, I was hired as the second serials
                                                                                                   While the position sat vacant, a new Head of
                                                      years. She tried to                                                                                        librarian. All of serials management has
                                                                                                  Technical Services was hired who possessed
                                                      bring all the parts                                                                                       come together including the licensing and
                                                                                                  serials experience. She was able to take over
                                                       back together in                                                                                              activation of electronic journals. To
                                                                                                   the supervision of the serials technician and
                                                        harmony. The                                                                                                facilitate the management of serials,
                                                                                                 guide her in basic duties while bringing order to
                                                      position, however,                                                                                           several Access databases have been
                                                                                                 the serials holdings and claiming process, but a
                                                       suffered growing                                                                                                             created:
                                                                                                    dedicated serials librarian was still needed.
                                                             pains.                                                                                            • to track requests for new journal titles
                                                                                                                                                               • for most aspects of e-journals
                                                                                                                                                               • for details of serial holdings not easily
                                                                                                                                                                 extracted from the catalog.

                                    Leigh Ann DePope, Serials/Electronic Services Librarian, ladepope@salisbury.edu
                                    Blackwell Library, Salisbury, Maryland

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Harmonizing serials management: From discordant ensemble to solo performance

  • 1. Harmonizing Serials Management: From discordant ensemble to solo performance Prior to the 1980s, all serials functions were performed on paper by the Serials Serials management faced a drastic change clerk. These functions included: in 2002 when the Aleph system was •Issue check-in was done in the implemented. All serials processes could Kardex. The first ILS, the CARL system, came now be managed in an automated •A missed issue was claimed via letter to Blackwell Library in the late 1980s. environment. The catalog now contained •Binding was done with a system of This implementation did not effect the bibliographic records for serials with paper slips serials workflow. All processes were holdings. Predication patterns could be •A paper list of journal holdings was still done on paper. created and issues arrived through the The first automation change to provided to Circulation and Reference. catalog. EDI was eventually enabled for effect serials workflow was the use of LARS for journal binding. claiming and invoicing. The cataloging department took on binding and some issue arrival. The acquisitions technician did most of the issue arrival. The long-term Serials Clerk retired shortly after the introduction of In the meantime, Aleph. With her departure, serials the development of In 2003, a new serials technician with no library or functions were divided among all electronic journals The government No one consistently serials experience was hired. members of Technical Services. and resources documents technician did claiming. began to emerge. Every one tried to teach her managed the each separate serials task but newspapers. her limited knowledge and lack of direct supervision kept her from being able to bring serials back together. With serials management becoming more technical and difficult, library administration recognized the need for a motivated professional. The position was created and the first serials librarian was The serials librarian hired in 2004. was on board for two In 2008, I was hired as the second serials While the position sat vacant, a new Head of years. She tried to librarian. All of serials management has Technical Services was hired who possessed bring all the parts come together including the licensing and serials experience. She was able to take over back together in activation of electronic journals. To the supervision of the serials technician and harmony. The facilitate the management of serials, guide her in basic duties while bringing order to position, however, several Access databases have been the serials holdings and claiming process, but a suffered growing created: dedicated serials librarian was still needed. pains. • to track requests for new journal titles • for most aspects of e-journals • for details of serial holdings not easily extracted from the catalog. Leigh Ann DePope, Serials/Electronic Services Librarian, ladepope@salisbury.edu Blackwell Library, Salisbury, Maryland