ONLINE RESOURCES USER DATA
Compile user data for online resources. Make datasets and visualization of data available on library WIKI.

SERHOLD
Select and list additional electronic resource holdings to be added to SERHOLD.

MARC21 COMPLIANCE
Updating and auditing of ILS bibliographic records for compliance with MARC21 standards. Conversion of holdings fields.

ELECTRONIC ACCESS TRIAGE LEAD
Lead for anwsering electronic access queries to the technical services department help line.

UC-eLinks LIAISION
Maintain local SFX instance. Report at monthly meetings.

DATABASES
Write descriptions and add entries of licensed databases for listing on library's wwwsite.

ELECTRONIC RESOURCES WORKFLOW DOCUMENTATION
Compose comprehensive documentation of electronic resources workflow, including acquisition, cataloging, activation, access issues.

SELECTION COMMITTEE (PROCESSING ASSISTANT)
Member of selection committee that chose the LAIII Processing Assistant for Technical Services.

MONITORED ONLINE RESOURCES
Monitored databases, related wwwsites, internet resources, and elists, in order to disseminate pertinent and useful information, and advice to department and library personnel, affiliates, and vendors.

ACQUISITION STATISTICAL COMPILES
Ran, compiled, and analyzed statistics on acquired serial and monograph volumes.

SERHOLD
Planned and implemented the initial loading of electronic holdings in SERHOLD.

MARC21 COMPLIANCE
Updating and auditing of ILS bibliographic records for compliance with MARC21 standards. Conversion of holdings fields.

ELECTRONIC ACCESS TRIAGE LEAD
Lead for anwsering electronic access queries to the technical services department help line.

UC-eLinks LIAISON
Maintained local SFX instance.

CONTINUING RESOURCES
Annual subscription renewal of online journals, online journal packages, and databases.

VERDE IMPLEMENTATION GROUP (MEMBER)
SFX and ILS verification for locally licensed resources.

ELECTRONIC ACCESS TRIAGE LEAD
Lead for anwsering electronic access queries to the technical services department help line.

UC-eLinks LIAISON
SFX transition to v.3. Knowledge base maintenance lead. UC-eLinks Group (UCeLiG) member.

CDL-ACQUISITIONS
Monitor UC systemwide email list.

VERDE IMPLEMENTATION UCSF GROUP (MEMBER)
Planning for possible implementation of VERDE.

UCSF CAMPUS LIAISONS GROUP (MEMBER)
Report monthly on technical aspects of UC-eLinks, and report on electronic resources.

CONTINUING RESOURCES
Subscriptions, annual renewals.

SELECTION COMMITTEE (PROCESSING SUPERVISOR)
Member of selection committee that chose the LAIV Processing Supervisor for Technical Services.

RULES AND TOOLS ON CATALOGING INTERNET RESOURCES, APRIL 13-14, DR. MARTIN LUTHER KING, JR. LIBRARY, SAN JOSE, CA
Two day ACLTS course on cataloging integrating resources.

SPOT AWARD
Prior to the close of the fiscal year, rushed ordered several new journal subscriptions.

SERIALS TEAM WORKLEADER (TEMPORARY. RESUMED JUNE 1ST)
Continued responsibility of directing and overseeing the work of two employees performing serials tasks, while a critical position of Serials Specialist was recruited. Coordinated 2006 annual subscription renewals. Met and corresponded with sales representative, customer service specialist, and library payment personnel.

UC-eLinks LIAISON
UCSF liaison. Coordinated hosting of training for Northern campuses of the University of California. Chaired library's SFX services planning group (UCeLiG). Wrote draft charge for UCeLiG.

MEDICAL LIBRARY ASSOCIATION ANNUAL MEETING PRESENTATION CONTRIBUTING AUTHOR
"Linking to Open Access Publications: the library's role." / Anneliese Taylor, Paul Wakeford, Beatrice Mallek, Alan Grover Daniel. PowerPoint Presentation. Medical Library Association Annual Meeting, San Antonio, Texas. May 2005.

INNOVATIVE USERS GROUP CONFERENCE XIII, SAN FRANCISCO

PERFORMANCE AWARD
Library wide in common performance award.

SERIALS TEAM WORKLEADER (TEMPORARY. THROUGH MAY 1ST)
Continued responsibility of directing and overseeing the work of four employees performing serials and bindery tasks, while a critical position of Serials Specialist wass recruited. Monitored 2004 renewals from primary serial vendor. Met and corresponded with sales representative, customer service specialist, and library payment personnel.

ELECTRONIC RESOURCES MANAGEMENT SYSTEMS PLANNING SESSION UNIVERSITY OF CALIFORNIA SYSTEM
System-wide planning sessions. University of California, Irvine.

OUTSOURCING PROJECT FOR NEW BRANCH LIBRARY (ACQUISITIONS COORDINATOR)
Continued outsourcing up to 1500 titles for new branch library. Coordinated with vendor. Communicated preferences for physical processing, record transmission, invoicing. Consulted with vendor, technical services unit head and cataloging lead team member.

UC-eLinks LIAISON
UCSF liaison. Conference calls. Researched and compiled local e-journals and databases data. ExLibris (SFX) training. Maintained local instance.

DIGITAL LIBRARY SERVICES FOR UNIVERSITY OF CALIFORNIA LIBRARIES MEETING
System-wide planning sessions. University of California, Irvine.

SERIALS TEAM WORKLEADER (TEMPORARY)
Continued responsibility of directing and overseeing the work of four employees performing serials and bindery tasks, while a critical position of Serials Specialist was recruited. Monitor 2003 invoice from primary serial vendor. Coordinated with consultant hired to audit electronic serials. Met and corresponded with sales representative, customer service specialist, and library payment personnel.

OUTSOURCING PROJECT FOR NEW BRANCH LIBRARY (ACQUISITIONS COORDINATOR)
Continued outsourcing up to 1500 titles for new branch library. Coordinated with vendor. Communicated preferences for physical processing, record transmission, invoicing. Consulted with vendor, technical services unit head and cataloging lead team member.

IMPLEMENTATION OF MILLENNIUM ACQUISITIONS (INNOVATIVE INTERFACES, INC.)
Lead for implementation of Acquisitions modules: coordinated with Technical Services' computer resource specialist; testing components; millennium library site visits.

UC-eLinks LIAISON
UCSF liaison. Conference calls. Researched and compiled local e-journals and databases data. ExLibris (SFX) training. Brought up and maintained local instance.

SHARED VISION STATEMENT COMMITTEE (MEMBER)
Completed work of one year assignment to craft a shared vision statement for the library. Presented statement and recommendations for implementation during committee presentation to the library.

PROCUREMENT CARD PROGRAM (SUSPENDED)
Acquisitions purchasing using corporate master card. Maintained spreadsheet for any internal audits. Coordinated with accounts payable. Pilot program from July, 2002, through April, 2003.

INTRANET GROUP (MEMBER)
Charged with: audit of content; recommending retention and deletion of content; survey of library staff as to content, use, and design; and the redesign of the library's intranet. Testing.

SERIALS TEAM WORKLEADER (TEMPORARY)
Assumed responsibility of directing and overseeing the work of four employees performing serials and bindery tasks, while a critical position of Serials Specialist remained open. Monitored 2003 invoice from primary serial vendor. Coordinated with consultant hired to audit electronic serials.

SHARED VISION STATEMENT COMMITTEE (MEMBER)
As team member in discussions with paid consultant (committee lead), began crafting a shared vision for the library. Committee group meetings, smaller group meetings, as well as solicitation of input from entire library staff. Prepared final draft statement.

OUTSOURCING PROJECT FOR NEW BRANCH LIBRARY (ACQUISITIONS COORDINATOR)
Outsourcing of up to 1500 titles for new branch library. Coordinated with vendor. Communicated preferences for physical processing, record transmission, invoicing. Consulted with technical services unit head and cataloging lead team member.

INTERVIEW PANEL MEMBER FOR FINANCIAL ANALYST III RECRUITMENT
Served as a member of three person panel. Each candidate queried with a predetermined series of questions. Panel forwarded recommendations to a higher level committee.

PLANNING FOR IMPLEMENTATION OF MILLENNIUM ACQUISITIONS (INNOVATIVE INTERFACES, INC.)
Lead for implementation of Acquisitions modules: coordinated with Technical Services' computer resource specialist; tested components; millennium library site visits.

PLANNING FOR COMPREHENSIVE INNOPAC DATABASE CLEANUP
Assisted in identification of bibliographic records for upgrade for exporting to new California Digital Library union catalog. Planning for fixed and variable field code cleanup. Planned for purge of aging records from Innopac database. Solicited for implementation of order record string in item records prior to purge. Identified of bibliographic records without attached records.

JOURNAL VENDOR CHANGE (TEAM)
Worked with vendor's implementation team, including technical services, and sales representatives. Requested database changes from Innovative. Coordinated invoicing with vendor, serials supervisor, and library payment. Setup EDI for electronic claiming, configuration and testing.

JOURNAL ACQUISITION STATISTICS IMPLEMENTATION (LEAD)
Implemented journal acquisitions statistics using Innopac UPDCNT/PCOUNT. Audited codes for journal records, corrected errors.

SERHOLD AUDIT (LEAD)
In consultation with Unit Head and Team, introduced DOCLINE www-interface for the SERHOLD Database to the Unit. Coordinated audit of library holdings. Continued as lead for the database.

JOURNAL ACQUISITION STATISTICS (LEAD)
Developed and presented scenarios for desegregating journal statistics into acquisition compilations.

DESIGN OF INTERACTIVE MEETING AGENDA FOR TECHNICAL SERVICES
Created easy-to-use/easy-to-edit online agenda. Hyperlinks to pending agenda items and heavy use documents. Action items; scheduled vacations.

NEW PRIMARY EMPLOYEES TRAINING AND INTEGRATION
Trained, advised, and consulted with two new employees respectively responsible for binding and database functions, in their subordinate acquisitions responsibilities.

PATRON HOLDS (ACQUISITIONS LEAD)
Developed protocol for insuring in-process material is checked daily for new patron holds. Secured patron account for Technical Services Unit.

COLLECTION DEVELOPMENT (SUPPORT)
Expanded sources and receipts of incoming publisher announcements and special offers through the use of internet resources.

LINKOUT ROLLOUT (TEAM)
Team leader for Technical Services. Previously secondary consultant for team leading project to add electronic journal holdings to PubMed.

RESERVE BOOK ROOM LIAISON
Accepted responsibility for coordinating the acquisition of material for Reserve. Developed html-based reporting system for status of acquisition. Continued as lead.

TECHNICAL SERVICES HELP E-LIST (ACQUISITIONS LEAD)
Accepted primary responsibility for responding to and resolving acquisition queries to the Technical Services Unit priority electronic mailing list. Continue as acquisitions lead.

BATCH DOWNLOADING TEAM (ACQUISITIONS LEAD)
In consultation with Technical Services Database Support assisted in the setup and testing of batch downloading software (Innovative).

SECURED VENDOR FOR RUSH MATERIAL
Acquired new vendor for library material previously difficult to fill on a priority basis.

MIGRATION TO PRIMARY VENDORS ACQUISITION DATABASES (LEAD/COORDINATION)
Moved acquisitions workflow from telnet based ordering on to the primary vendors' www-based interactive databases, including ftp for electronic invoicing.

REORGANIZATION OF PHYSICAL MATERIAL
Precipitated major cleanup and significant reorganization of shelved material in the Technical Services Unit.

TECHNICAL SERVICES DOCUMENTATION UPDATE (ACQUISITIONS LEAD)
Participated in unit-wide rewrite/update of documentation for a majority of the Unit's tasks.

PRIMARY MONOGRAPH/APPROVAL VENDOR SELECTION (TEAM)
Researched selection of new primary vendor for approval and firm orders. Vendor contracted.

STATISTICAL COMPILATION CONVERSION (LEAD)
Conversion of acquisitions statistics compilation to utilize PCOUNT/UPDCNT and Statistical Reports (Innopac).

HEADS OF TECHNICAL SERVICES (HOTS) SURVEY (SUPPORT)
Designed spreadsheets and compiled data for survey. Distributed results to participants. 1996/1997, 1993/1994 surveys.

UCSF DIGITAL LIBRARY ROLLOUT (TEAM)
Deployed hardware throughout library. Beta-tested software.

ACQUISITIONS WORKFLOW MIGRATION TO WORLDWIDEWEB (LEAD)
Migration of acquisition workflow to utilize the Internet.

POWERPOINT PRESENTATION (SOFTWARE LEAD, TEAM)
Initiated and participated in the design of a significant PowerPoint presentation of a comprehensive Technical Services Unit report to the library.

WORKFLOW CHART (COMMITTEE)
Designed display/white board detailing coverage by hour/task/person for Technical Services Unit.

RESIDENT & FELLOW LIBRARY ORIENTATION (COMMITTEE)
Designed display for library's booth at campus orientation fair for incoming residents and fellows.

CROSSTRAINING INITIATIVE (ACQUISITIONS LEAD, TEAM)
Conducted training of all Technical Services paraprofessional staff covering ordering, receiving, and claiming tasks.

RECODING PROJECT FOR ACQUISITION STATISTICS COMPILATION (LEAD)
Conversion of standing order records fixed- and variable-field coding to assist in compiling acquisition collection statistics according to cataloging categories.

TECHNICAL SERVICES UNIT PHYSICAL SPACE CONVERSION (TEAM)
Reinstalled and reconnected Technical Services Unit computers after installation of additional workspaces in the unit.

TEACHING ASSISTANT BIBLIOGRAPHIC INSTRUCTION LAB
Supported computer instruction covering the use of MELVYL, MEDLINE, and other bibliographic databases.

TECHNICAL SERVICES TEAM DIVISIONS INITIATIVE (TEAM)
Researched, compiled data, and presented two models of proposed Technical Services teams, segregating and integrating tasks and workflow within the Unit. Model adopted for use. [models].

TECHNICAL SERVICES TASK STATISTICS ROLLOUT (TEAM)
Created initial spreadsheets for compilation of Technical Services statistics for tasks. Instructed Unit on use.

TECHNICAL SERVICES WORKFLOW CHART COMMITTEE (LEAD)
Created workflow chart with analysis of Technical Services Unit tasks. Chart approved.

MOVE TO NEW LIBRARY (TEAM)
Participated in the shutdown and packing of old office, and the opening and organization of the new office.