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Managing Recon Projects with III

Richard Jost, University of Washington
Georgia Briscoe, University of Colorado

The presentation focused on the management and implementation of recent retrospective conversion projects in two Innovative libraries from different perspectives. The recon project at the University of Washington was a separately funded project using an outside vendor, while the projects described by Ms. Briscoe were in-house projects that used the existing library staff.

Mr. Jost began his presentation with some background information on the underlying need for retrospective conversion at the University of Washington and outlined the scope of the collections which were involved in the project. He provided the budget and staffing figures that were used for their recon project and discussed the process used for the selection of the outside recon vendor (Retrolink).

Using overheads, he walked through the workflow that the library had developed to load incoming recon files into INNOPAC and how the INNOPAC coding options were used to identify the various records and their status in the recon process. He detailed the various problems that had arisen during the project and what solutions were necessary to solve them, as well as the need to monitor the budget, staffing and other resources to ensure that the project was completed by the deadline.

Ms. Briscoe began her presentation by discussing the general statistics on retrospective conversion, including what percentage of libraries still had recon projects to complete. She then discussed two different recon experiences that she managed at the University of San Diego and the University of Colorado, where existing staff were used for the recon project work. She described how the libraries had arrived at the decision to perform an in-house project versus using an outside vendor and what factors the staff used in making this decision.

She also included details of the workflow that the libraries had developed for the recon projects and discussed the specific problems that they had encountered at the University of Colorado when migrating from the CARL system to INNOPAC. She offered recommendations for libraries contemplating an in-house project and numerous suggestions on how to make the process more efficient and productive.

Submitted by: Richard M. Jost, University of Washington

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