Shared Systems

Designation of Library Representatives

Each PASCAL member library will have one Library Representative who will serve as a liaison between their local institution and PASCAL’s collaborative management of the shared library services platform (SLSP). The default will be the library’s dean or director. The dean/director may choose to appoint a member of their staff to serve in the Representative role, or may remain the Library Representative.                             

Structure and Roles

The Representative will serve to:

• Guarantee there is a single point of contact at each PASCAL member library.
• Distribute information between their library and the SLSP collaborative management architecture.
• Ensure that each library has at least one person to facilitate discussions of local concerns and to inform appropriate SLSP collaborative management groups or PASCAL staff, as necessary.
• Represent their library in decision-making regarding new policies, procedures, and workflows created by the SLSP Working Groups.

Participation

A successful Library Representative should have the following characteristics:

• Familiarity with the expertise of their colleagues in their library and at their institution.
• A certain level of authority within their library to request and receive information in a timely manner.
• Excellent communication skills.
• Comfortable with technology.

The Library Representative may designate a back-up Representative to serve in the role in the event that the Library Representative is on a leave of absence. The Library Representative must ensure the back-up Representative is communicated to PASCAL staff, and is fully prepared to carry out all applicable responsibilities when the Library Representative is unavailable.

The work of the Library Representative should be adjusted by their institution so that consortial work is not treated as “extra”, “volunteer”, or “as time allows”, but rather as an important formal assignment. Each Library Representative will meet the expectations and responsibilities outlined in this document, and will confirm these obligations through the completion of an online form.

Newly appointed Library Representatives and back-up Representatives will meet with PASCAL staff to discuss their roles and responsibilities.

Expectations and Responsibilities

The Library Representative must:

• Facilitate SLSP related communication between PASCAL member library employees and PASCAL staff.
• Join “SLSP Collaboration and Discussion” Basecamp discussion board
• Coordinate with their member library area experts, IT personnel, and other stakeholders to understand impacts and implications for matters requiring local decisions.
• Facilitate/manage communication of local decisions to the SLSP collaborative management architecture, as necessary.
• Attend SLSP meetings, workshops, and webinars relevant to completing their duties as a Representative.

The Library Representative could:

• Participate in any or all of the Working Groups Basecamp discussion boards.
• Serve on a Working Group.
• Chair a Working Group and serve on the Implementation & Management Team.
• Serve on the SLSP Steering Committee.

Specific expectations and responsibilities for the Library Representative may vary depending on the size of the institution and the availability of staff and resources. For example, a large institution may have a committee of library area experts to review the proposed policies, procedures, and workflows which require local decisions. This committee would then provide feedback to the Library Representative. Alternatively, a small institution may just need the Library Representative to seek feedback from one staff member for local decisions. The specifics of seeking input for local decisions will be left to the discretion of the PASCAL member library.

If the Representative also serves on a Working Group, Implementation & Management Team, or Steering Committee, they need to understand that in those roles, they will be representing the SLSP first and their institution second. However, when they are doing the work of the Library Representative, they are doing so with their institution’s best interests in mind.

Communication Methods

Library Representatives will participate in relevant SLSP communication channels such as email, Basecamp discussion boards, webinars, surveys, workshops, etc. Communication is a significant responsibility of the Library Representative, so the expectations directly related to communication are outlined below.

Communication within their library:

• Provide SLSP updates as appropriate to their library via e-mail, local staff meetings, etc.
• Coordinate with their member library area experts, IT personnel, and other stakeholders to understand impacts and implications for matters requiring local decisions.
• Vet final decisions with relevant library area experts, the library dean/director, and other stakeholders as appropriate, before communicating decisions to the SLSP collaborative management architecture.
• Serve as a local resource for information related to the implementation and management of the SLSP.

Communication with PASCAL’s SLSP collaborative management architecture:

• Review and participate in the communication channels targeted to the Library Representatives.
• Read the PASCAL newsletters, correspondence, and other communications specifically related to the SLSP.
• Communicate with the PASCAL SLSP Coordinator at their discretion.
• Communicate local decisions related to policies, procedures, and workflows to the SLSP collaborative management architecture, as necessary.

Decision Making

Library Representatives will coordinate with local area experts, IT personnel, and stakeholders to understand the impacts and implications for matters requiring local decisions. This may involve sharing draft versions of policies, procedures, workflows, and other documentation requiring local input, and systematically collecting and consolidating feedback. Library Representatives are then responsible for communicating this feedback to PASCAL through designated communication channels. In addition to feedback, the Library Representative may be asked to convey whether the local institution will or will not support the proposed policy, procedure, workflow, etc. In the cases where an institutional decision is required, the Representative should survey all local experts/stakeholders, communicate with their library dean/director as appropriate, and convey the decision along with any relevant feedback that impacted the decision to the SLSP collaborative management architecture.

If a PASCAL member library supports a proposed policy, procedure, or workflow, the Library Representative will convey the decision and any additional feedback to the relevant Working Group and/or PASCAL systems staff.

If a PASCAL member library does not support a proposed policy, procedure, or workflow, the Representative will convey the decision and the reason they cannot support the decision to the relevant Working Group and/or PASCAL systems staff. The Representative will also convey their recommendations for changes that would enable them to support the decision.

If a PASCAL member library cannot agree on whether to support the proposed policy, procedure, or workflow, the Representative will convey the feedback and input (both for and against the decision) to the relevant Working Group and/or PASCAL systems staff.

If a Library Representative does not communicate their decision to the relevant Working Group within the designated timeframe for feedback, the Working Group and PASCAL systems staff will interpret this silence as support for the proposed policy, procedure, or workflow.

Disclaimer

This document is subject to review and change. Revisions of the document will be distributed to PASCAL member libraries through established communication channels.

Last updated May 3, 2024.