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Proven Practice Merging Libraries Geisinger Health Sciences Libraries
Table of Contents
Part 1 – Proven Practice Merging Libraries Workbook
Part 2 – Checklist Post-Merger Worksheet
Supplementary Material – Link to download excel version: Checklist & Proven Practice Merging
Libraries Workbook
https://www.amazon.com/clouddrive/share/S96LdyDrWuV5IAePmloBuCCQzLyozCAtuIemGlZtsi1?ref_=c
d_ph_share_link_copy
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Infrastructure Tab 2016 Geisinger Health Sciences Libraries
A. Physical Space
Dimensions
Square Feet
Code Standards met
Floor Layout
Flooring
Wall Structure
# Offices/Rooms
(meeting/labs/break )
Staff Work Areas (open )
Storage
B. Furniture
Work Stations (staff )
Work Stations (public )
Seating (public )
Tables (public )
Shelving
Other
C. Information Technology
Computers
Printers (color/BW )
Multifunction Printer
(copier/fax/scanner )
Other
Hardwire/Wireless Network
Connection
Network Access Portal
OS/Computer Platforms
Internet/Intranet
Security System/Virus
Protection
e-resource subscriptions
Management Systems
email/business applications
(MS Office Suite; Cloud
Services; etc. )
Other
HARDWARE/DEVICE ASSETS:
SOFTWARE ASSETS:
NETWORK INFRASTRUCTURE:
(ii) Information Needed: Library Infrastructure, Physical Layout & Information technology.
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Checklist Geisinger Health Sciences Libraries
No. Task Date Follow-up Notes
1 Initial contact
2 Assess collection
3 Assess services
4 Assess staff
5 Obtain additional information (costs)
6 Negotiate prices
7 Submit budget
8 Write plan
9 Wait
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Contacts Tab 2016 Geisinger Health Sciences Libraries
Last Name First Name e-mail Address Business Phone Job Title Company
Directory of Primary Contacts
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Staff Tab 2016 Geisinger Health Sciences Libraries
Professional
Para-
professional Other Status FTE Status Volunteer(s)
Hospital 1 0 0 0 0 0
Hospital 2 0 0 0 0 0
Hospital 3 0 0 0 0 0
Hospital 4 0 0 0 0 0
Hospital 5 0 0 0 0 0
Totals 0 0 0 0 0
Professional
Para-
professional Other Status FTE Status Volunteer(s)
Hospital 1 0 0 0 0 0
Hospital 2 0 0 0 0 0
Hospital 3 0 0 0 0 0
Hospital 4 0 0 0 0 0
Hospital 5 0 0 0 0 0
Totals 0 0 0 0 0
Professional
Para-
professional Other Status FTE Status Volunteer(s)
Totals 0 0 0 0 0
Current Library Personnel
Newly Acquired Library Personnel
Combined Library Personnel
(ii) Information Needed: Confirm personnel within each library to identify
individual and combined strength of library staffing needs.
a. professional (librarians; administrators)
b. para-professionals (specialized support-staff; administrative assistants)
c. other status (non professional; non para-professional)
d. FTE Status
e. volunteer(s)
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Numbers Tab 2016 Geisinger Health Sciences Libraries
Total Beds Physicians Nurses
Patient
Admissions Total Employees
Hospital 1 0 0 0 0 0
Hospital 2 0 0 0 0 0
Hospital 3 0 0 0 0 0
Hospital 4 0 0 0 0 0
Hospital 5 0 0 0 0 0
Totals 0 0 0 0 0
Total Beds Physicians Nurses
Patient
Admissions Total Employees
Hospital 1 0 0 0 0 0
Hospital 2 0 0 0 0 0
Hospital 3 0 0 0 0 0
Hospital 4 0 0 0 0 0
Hospital 5 0 0 0 0 0
Totals 0 0 0 0 0
Total Beds Physicians Nurses
Patient
Admissions Total Employees
Totals 0 0 0 0 0
Current Organization Information
Newly Acquired Organization Information
Combined Totals Organization Information
(ii) Information Needed: Collating the Numbers within each group to identify individual and combined strength of
user groups. This is primarily used to help determine product needs; staffing requirements; and subscription pricing.
i. Institutional
a. # Beds
b. # physicians
c. # nurses
d. # patient admissions
e. # employees - Total
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Collections Tab 2016 Geisinger Health Sciences Libraries
Name Monographs Serials Databases Electronic Print Microformat Multimedia
Hospital 1 0 0 0 0 0 0 0
Hospital 2 0 0 0 0 0 0 0
Hospital 3 0 0 0 0 0 0 0
Hospital 4 0 0 0 0 0 0 0
Hospital 5 0 0 0 0 0 0 0
Totals 0 0 0 0 0 0 0
Name Monographs Serials Databases Electronic Print Microformat Multimedia
Hospital 1 0 0 0 0 0 0 0
Hospital 2 0 0 0 0 0 0 0
Hospital 3 0 0 0 0 0 0 0
Hospital 4 0 0 0 0 0 0 0
Hospital 5 0 0 0 0 0 0 0
Totals 0 0 0 0 0 0 0
Monographs Serials Databases Electronic Print Microformat Multimedia
Totals 0 0 0 0 0 0 0
Current Library Collection & Formats
Newly Acquired Library Collection & Formats
Unique Library Collection & Formats
(ii) Information Needed: Collating the Numbers within each format to identify
individual and combined strength of the collections.
ii. Library
a. Collection b. Formats
1. Monographs 1. Electronic
2. Serials 2. Print
3. Databases 3. Microfiche/film
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Vendors Tab 2016 Geisinger Health Sciences Libraries
No. Vendor Product
Subscription
Start Date
Subscription End
Date Renewal Date Subscription Cost Pricing Structure
Number
Concurrent
Users
IP
Validation
Access Contact email Phone
1
2
3
4
5
6
No. Vendor Product
Subscription
Start Date
Subscription End
Date Renewal Date Subscription Cost Pricing Structure
Number
Concurrent
Users
IP
Validation
Access Contact email Phone
1
2
3
4
Current Library Electronic Subscriptions
Newly Acquired Library Electronic Subscriptions
(ii) Information Needed: Confirm what electronic products within each library to identify individual and combined strength of e-subscriptions.
a. vendor
b. product
c. Subscription
d. access structure
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Vendors Tab 2016 Geisinger Health Sciences Libraries
5
6
No. Vendor Product Overlap Unique
Cost to Integrate
Subscription
Savings to
Eliminate
Subscription
Projected
Subscription
Renewal Cost
Concurrent
User Changes
IP
Validation
Access Notes 2 3
1
2
3
4
5
6
Combined Library Electronic Subscriptions
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: SERHOLD Tab 2016 Geisinger Health Sciences Libraries
ISSN e-ISSN Journal Title Publication Date Continuation Notes Holdings Changes Acquisition Status
Newly Acquired Library SERHOLD Report
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Print HoldingsTab 2016 Geisinger Health Sciences Libraries
Type Title ISSN ISBN-10 ISBN-13 Start Date End Date Copyright Publisher Vendor
Newly Acquired Library Print Holdings: Collection & Subscription(s)
Checklist Pre-Merger Workbook
Proven Practice Merging Libraries Workbook: Statistics Tab 2016 Geisinger Health Sciences Libraries
Column1 Column2 Column3 Column4 Column5 Column6 Column7 Column8 Column9 Column10
Newly Acquired Library Statistics (year)
(ii) Information Needed: Newly Acquired Library Statists for specified time range.
ii. Captured in whatever format the library utilizes
a. Captured data example b. Customize Your Table Format
1. Collection Use 1. Column Name
2. Database Dashboard 2. Data entered relative to statistics captured
3. User driven information 3. Data collated relative to library need
*This table is set up as an example, you may customize it to your information need or use your current statistic table.
Checklist: Post-Merger Worksheet
Proven Practice Merging Libraries Geisinger Health Sciences Libraries
1. COLLECTIONS
a. Electronic
i. Add IP addresses
ii. Amend license agreements
iii. Pay invoices and transfer costs
b. Print and/or fiche/film
i. Weed all outdated and most of the duplicate texts
ii. Keep both a small reference and a small circulating collections
iii. Discard print and microfiche journals which duplicate or overlap owned e-
journals
c. Merge the contents of the library’s card or electronic catalog into the common
online catalog
d. Merge e-resources management into common vendor
2. INTERLIBRARY LOAN
 Eliminate BSHL, other free reciprocal ILL arrangements
 Merge the incoming library’s unique journals into the primary library’s SERHOLD
records
 After a transition period, eliminate the secondary Docline account
 Add QuickDoc
3. PHYSICAL SPACE
 Renovate and resize the physical library, if necessary
 Replace or discard furnishings, if necessary
4. PC WORKSTATIONS
 Increase the number of pc workstations for the public (primarily employees)
 On Geisinger network, not legacy network
 Configure these workstations to the standard auto login process used in the
Danville library.
5. STAFFING
a. Retain existing staff
b. Train staff to use and to teach the use of all available e-resources
c. Infrastructure tools
i. QuickDoc
ii. DeskTracker
iii. Electronic resources management
6. MODIFY PROCEDURES AND PROCESSES FOR CONSISTENCY
7. MARKET NEW RESOURCES AND EDUCATE NEW USERS
Contact us at :
h s l @ g e i s i n g e r . e d u
OR
L o c a t i on s :
Geisinger Medical Center, Main Campus, Danville
Geisinger-Wyoming Valley Campus, Wilkes Barre
Geisinger-CMC Campus, Scranton
Geisinger-Lewistown Hospital Campus
Lewistown Holy Spirit Hospital- A Geisinger Affiliate, Camp Hill
Community Health Library, GMC Main Campus, Danville

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Proven_Practice_Merging_Libraries_Workbook_Suppl_Material

  • 1. Proven Practice Merging Libraries Geisinger Health Sciences Libraries Table of Contents Part 1 – Proven Practice Merging Libraries Workbook Part 2 – Checklist Post-Merger Worksheet Supplementary Material – Link to download excel version: Checklist & Proven Practice Merging Libraries Workbook https://www.amazon.com/clouddrive/share/S96LdyDrWuV5IAePmloBuCCQzLyozCAtuIemGlZtsi1?ref_=c d_ph_share_link_copy
  • 2. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Infrastructure Tab 2016 Geisinger Health Sciences Libraries A. Physical Space Dimensions Square Feet Code Standards met Floor Layout Flooring Wall Structure # Offices/Rooms (meeting/labs/break ) Staff Work Areas (open ) Storage B. Furniture Work Stations (staff ) Work Stations (public ) Seating (public ) Tables (public ) Shelving Other C. Information Technology Computers Printers (color/BW ) Multifunction Printer (copier/fax/scanner ) Other Hardwire/Wireless Network Connection Network Access Portal OS/Computer Platforms Internet/Intranet Security System/Virus Protection e-resource subscriptions Management Systems email/business applications (MS Office Suite; Cloud Services; etc. ) Other HARDWARE/DEVICE ASSETS: SOFTWARE ASSETS: NETWORK INFRASTRUCTURE: (ii) Information Needed: Library Infrastructure, Physical Layout & Information technology.
  • 3. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Checklist Geisinger Health Sciences Libraries No. Task Date Follow-up Notes 1 Initial contact 2 Assess collection 3 Assess services 4 Assess staff 5 Obtain additional information (costs) 6 Negotiate prices 7 Submit budget 8 Write plan 9 Wait 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45
  • 4. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Contacts Tab 2016 Geisinger Health Sciences Libraries Last Name First Name e-mail Address Business Phone Job Title Company Directory of Primary Contacts
  • 5. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Staff Tab 2016 Geisinger Health Sciences Libraries Professional Para- professional Other Status FTE Status Volunteer(s) Hospital 1 0 0 0 0 0 Hospital 2 0 0 0 0 0 Hospital 3 0 0 0 0 0 Hospital 4 0 0 0 0 0 Hospital 5 0 0 0 0 0 Totals 0 0 0 0 0 Professional Para- professional Other Status FTE Status Volunteer(s) Hospital 1 0 0 0 0 0 Hospital 2 0 0 0 0 0 Hospital 3 0 0 0 0 0 Hospital 4 0 0 0 0 0 Hospital 5 0 0 0 0 0 Totals 0 0 0 0 0 Professional Para- professional Other Status FTE Status Volunteer(s) Totals 0 0 0 0 0 Current Library Personnel Newly Acquired Library Personnel Combined Library Personnel (ii) Information Needed: Confirm personnel within each library to identify individual and combined strength of library staffing needs. a. professional (librarians; administrators) b. para-professionals (specialized support-staff; administrative assistants) c. other status (non professional; non para-professional) d. FTE Status e. volunteer(s)
  • 6. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Numbers Tab 2016 Geisinger Health Sciences Libraries Total Beds Physicians Nurses Patient Admissions Total Employees Hospital 1 0 0 0 0 0 Hospital 2 0 0 0 0 0 Hospital 3 0 0 0 0 0 Hospital 4 0 0 0 0 0 Hospital 5 0 0 0 0 0 Totals 0 0 0 0 0 Total Beds Physicians Nurses Patient Admissions Total Employees Hospital 1 0 0 0 0 0 Hospital 2 0 0 0 0 0 Hospital 3 0 0 0 0 0 Hospital 4 0 0 0 0 0 Hospital 5 0 0 0 0 0 Totals 0 0 0 0 0 Total Beds Physicians Nurses Patient Admissions Total Employees Totals 0 0 0 0 0 Current Organization Information Newly Acquired Organization Information Combined Totals Organization Information (ii) Information Needed: Collating the Numbers within each group to identify individual and combined strength of user groups. This is primarily used to help determine product needs; staffing requirements; and subscription pricing. i. Institutional a. # Beds b. # physicians c. # nurses d. # patient admissions e. # employees - Total
  • 7. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Collections Tab 2016 Geisinger Health Sciences Libraries Name Monographs Serials Databases Electronic Print Microformat Multimedia Hospital 1 0 0 0 0 0 0 0 Hospital 2 0 0 0 0 0 0 0 Hospital 3 0 0 0 0 0 0 0 Hospital 4 0 0 0 0 0 0 0 Hospital 5 0 0 0 0 0 0 0 Totals 0 0 0 0 0 0 0 Name Monographs Serials Databases Electronic Print Microformat Multimedia Hospital 1 0 0 0 0 0 0 0 Hospital 2 0 0 0 0 0 0 0 Hospital 3 0 0 0 0 0 0 0 Hospital 4 0 0 0 0 0 0 0 Hospital 5 0 0 0 0 0 0 0 Totals 0 0 0 0 0 0 0 Monographs Serials Databases Electronic Print Microformat Multimedia Totals 0 0 0 0 0 0 0 Current Library Collection & Formats Newly Acquired Library Collection & Formats Unique Library Collection & Formats (ii) Information Needed: Collating the Numbers within each format to identify individual and combined strength of the collections. ii. Library a. Collection b. Formats 1. Monographs 1. Electronic 2. Serials 2. Print 3. Databases 3. Microfiche/film
  • 8. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Vendors Tab 2016 Geisinger Health Sciences Libraries No. Vendor Product Subscription Start Date Subscription End Date Renewal Date Subscription Cost Pricing Structure Number Concurrent Users IP Validation Access Contact email Phone 1 2 3 4 5 6 No. Vendor Product Subscription Start Date Subscription End Date Renewal Date Subscription Cost Pricing Structure Number Concurrent Users IP Validation Access Contact email Phone 1 2 3 4 Current Library Electronic Subscriptions Newly Acquired Library Electronic Subscriptions (ii) Information Needed: Confirm what electronic products within each library to identify individual and combined strength of e-subscriptions. a. vendor b. product c. Subscription d. access structure
  • 9. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Vendors Tab 2016 Geisinger Health Sciences Libraries 5 6 No. Vendor Product Overlap Unique Cost to Integrate Subscription Savings to Eliminate Subscription Projected Subscription Renewal Cost Concurrent User Changes IP Validation Access Notes 2 3 1 2 3 4 5 6 Combined Library Electronic Subscriptions
  • 10. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: SERHOLD Tab 2016 Geisinger Health Sciences Libraries ISSN e-ISSN Journal Title Publication Date Continuation Notes Holdings Changes Acquisition Status Newly Acquired Library SERHOLD Report
  • 11. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Print HoldingsTab 2016 Geisinger Health Sciences Libraries Type Title ISSN ISBN-10 ISBN-13 Start Date End Date Copyright Publisher Vendor Newly Acquired Library Print Holdings: Collection & Subscription(s)
  • 12. Checklist Pre-Merger Workbook Proven Practice Merging Libraries Workbook: Statistics Tab 2016 Geisinger Health Sciences Libraries Column1 Column2 Column3 Column4 Column5 Column6 Column7 Column8 Column9 Column10 Newly Acquired Library Statistics (year) (ii) Information Needed: Newly Acquired Library Statists for specified time range. ii. Captured in whatever format the library utilizes a. Captured data example b. Customize Your Table Format 1. Collection Use 1. Column Name 2. Database Dashboard 2. Data entered relative to statistics captured 3. User driven information 3. Data collated relative to library need *This table is set up as an example, you may customize it to your information need or use your current statistic table.
  • 13. Checklist: Post-Merger Worksheet Proven Practice Merging Libraries Geisinger Health Sciences Libraries 1. COLLECTIONS a. Electronic i. Add IP addresses ii. Amend license agreements iii. Pay invoices and transfer costs b. Print and/or fiche/film i. Weed all outdated and most of the duplicate texts ii. Keep both a small reference and a small circulating collections iii. Discard print and microfiche journals which duplicate or overlap owned e- journals c. Merge the contents of the library’s card or electronic catalog into the common online catalog d. Merge e-resources management into common vendor 2. INTERLIBRARY LOAN  Eliminate BSHL, other free reciprocal ILL arrangements  Merge the incoming library’s unique journals into the primary library’s SERHOLD records  After a transition period, eliminate the secondary Docline account  Add QuickDoc 3. PHYSICAL SPACE  Renovate and resize the physical library, if necessary  Replace or discard furnishings, if necessary 4. PC WORKSTATIONS  Increase the number of pc workstations for the public (primarily employees)  On Geisinger network, not legacy network  Configure these workstations to the standard auto login process used in the Danville library. 5. STAFFING a. Retain existing staff b. Train staff to use and to teach the use of all available e-resources c. Infrastructure tools i. QuickDoc ii. DeskTracker iii. Electronic resources management 6. MODIFY PROCEDURES AND PROCESSES FOR CONSISTENCY 7. MARKET NEW RESOURCES AND EDUCATE NEW USERS
  • 14. Contact us at : h s l @ g e i s i n g e r . e d u OR L o c a t i on s : Geisinger Medical Center, Main Campus, Danville Geisinger-Wyoming Valley Campus, Wilkes Barre Geisinger-CMC Campus, Scranton Geisinger-Lewistown Hospital Campus Lewistown Holy Spirit Hospital- A Geisinger Affiliate, Camp Hill Community Health Library, GMC Main Campus, Danville