Concurrent Sessions

Tuesday, May 19

Concurrent Session 1 (10:25-11:15 AM)

A New Look at Cataloging ETDs in RDA

Amy Bailey, Michael Maben, Andrea Morrison, and Chuck Peters, Indiana University

Indiana University, Bloomington catalogers collaborated on setting new guidelines and policies for Electronic Theses and Dissertations (ETD) cataloging under RDA standards. The main campus print and ETDs are cataloged by the Wells Library Catalog Division, and the Schools of Law and Music catalog theses separately in their libraries. After a thorough review of the management and cataloging practices by a campus-wide Dissertations Working Group, IU Bloomington catalogers examined record details, processes, and available tools, and evaluated ProQuest ETD records resulting in new collaboration, improved catalog records, and more efficient processing using technology.

We will discuss issues and challenges of ETD management and RDA standards; summarize our newly adopted processes for efficiently cataloging ETDs; and highlight changes to the catalog records and the impact on resource discoverability.

Download the presentation

A Library's Journey from Journal Subscriptions to Articles on Demand.

Tina Baich, IUPUI University Library

Due to constrained budgets and rising subscription costs, IUPUI University Library was faced with making a substantial cut to its science journals. It was important to both the library and School of Science faculty to maintain quick and easy access to the journals cut in order to fulfill faculty research needs. In Fall 2014, University Library launched an articles on demand pilot using the unmediated version of the Copyright Clearance Center's "Get It Now" service. This presentation will share how the library integrated the service into its link resolver; limited access through authentication; and gathered feedback from and communicated with pilot users.

View the presentation

Getting Started with Assessment

Marna Hostetler, Library Director; Philip Orr, Distance Learning Librarian and Peter Whiting, Serials Technical Services Librarian, Rice Library, University of Southern Indiana

Demonstrating the value of your library is crucial in this time of fiscal constraints, and systematic assessment can play an important role in doing so. This session will detail how a medium-sized library with limited human and financial resources took its first steps into the world of formal evaluation and will present the lessons learned along the way. The techniques the Assessment Team uses to move assessment along in the library can be applied to any project, whether it is related to technical or public services, resources, facilities, personnel, or technology. Projects conducted by the team involving the evaluation of the library's print and electronic resources and/or technical services includes: annual satisfaction surveys of students and faculty; participation in a statewide print collection analysis; and a print serials compression project. The process for each project has been characterized by cooperation, collaboration, and communication and projects have resulted in real improvements. Presenters will explain why assessment should be: organized by a plan, tied to the organization's mission statement and guiding documents, and more than just data-gathering.


Concurrent Session 2 (11:25 AM-12:15 PM)

From RDA to RFD

Joan Milligan, Catalog and Metadata Specialist, University of Dayton Libraries

RDA (Resource Description & Access) is here. RDF (Resource Description Framework) is in the wings. Libraries around the world are testing and developing Bibframe, a form of RDF specifically designed for bibliographic data. With these new standards we can put our library holdings out on the web where they can be discovered through the use of internet search engines and connect to other resources in new ways. But the move toward this goal involves understanding a number of new concepts and using new tools. We will learn how URIs are made (Uniform Resource Identifiers), where are they stored, and what they do. We will take a look at SKOS, Simple Knowledge Organization System; two ontologies, OWL and FOAF; and discuss the many authority files, including the Library of Congress's LCSH and NAF, that are already migrating their information into linked data form. Finally, we will take a look at RDF Triples, and how they make it all connect.

Download the presentation

Taking a Wider View of Collection Management, or How I Learned to Weed with Confidence

Kitty Marschall, Catalog Librarian, Saint Mary's College

When I first started at my current position, I made a terrible error; I used a 4 letter word: weed! That first experience (and it wasn't good) sensitized me to the difficulties of, ahem, collection management, in academic libraries. It is difficult, librarians hate doing it, faculty are supportive only in the abstract, and we all suffer from a nagging feeling that we don't have enough information, or that our systematic
approach is just too cumbersome to keep up with.

In 2013, 34 member libraries of two Indiana academic library organizations started a project and contracted with Sustainable Collection Services to analyze their print monograph collections and develop a method of data-driven collection management that would facilitate weeding with minimal impact on users, and still be responsive to the traditional role of libraries as repositories, keepers of information. The Cushwa-Leighton Library at Saint Mary's College had already started a systematic review of the reference collection, with the goal of reducing the shelving it required, while renewing resources that are still required in print. The Shared Print Project started as we were half way through this, and as we were beginning to discuss how to continue the review in the general collection. This presentation will give a brief history and outline of the state wide project, and then I will discuss how it has helped (and changed) our process.

Download the presentation

Creating New Work Relationships within a WMS Environment

Susan Leach-Murray, Franklin College, Hamilton Library, Technology/Technical Services Librarian and Jessica Mahoney, Franklin College. Hamilton Library. Instruction/Reference Librarian

We would like to discuss the creation of a newly, successful work relationship that has developed from the collaboration between personnel in technical services and reference/library instruction during our first implementation year using OCLC WorldShare Management Services (WMS) and WorldCat Local. In doing so, we will start with a brief background, then move to identify the key players involved, what outcomes have occurred with our new found collaboration, conclude with outlining the key success factors and then allowing time for questions, discussion, and sharing more about our own experience.

Download the presentation


Concurrent Session 3 (2:00-2:50 PM)


Identifying Print/Microfiche Holdings for Online Resources

Lorna Newman, Head Interlibrary Services and Access Dept., Government Documents Librarian, University of Cincinnati, Langsam Library

Many libraries are withdrawing materials from their documents collections. The University of Cincinnati Libraries began their withdrawal project by withdrawing tangible materials which had corresponding online equivalent versions. This presentation will explain the catalog search strategies to identify print/online equivalent materials in a collection when starting a withdrawal project. It will also discuss how a library can easily continue this as an ongoing process. There will be information provided on how all new GPO e-resource records are run against a script that identifies if the library owns a tangible equivalent, which then could be a candidate for withdrawal.

View the presentation

The Power of Description: Unique Subject Headings and the Evolving Catalog

Bill Schultz, Jr., Cataloging Librarian, Booth Library, Eastern Illinois University

Often Cataloging and Metadata Librarians post to listservs such as AUTOCAT in search of subject headings for difficult or unusual topics. For the OVGTSL, I am proposing a presentation on the acquisition and use of unique subject headings for use in traditional catalogs and other metadata venues, and their increasing, rather than decreasing value in this era of discovery services and other emerging technologies in library catalogs and interfaces.

Over the past 3-4 years, inspired by Rebecca Kornegay's book Magic Search, I have compiled a list of 50-100 highly specific, or otherwise unique subject headings that I have encountered and made note of. These are headings that I consider to be particularly incisive, interesting, or otherwise obscure but powerfully descriptive. These have proven to be useful for me to refer when I am faced with the variety materials that I catalog in my mid-sized academic library. In a world of an increasing abundance of information, specificity and precision with regard to cataloging is especially valuable. I would present samples of some of these headings, arranging the presentation using a few broad subject areas that offer particularly rich selections.

Download the presentation

Taking it to the Streets: Current Practices in Outstanding and Imaginative Outreach Services

Marilyn Zielinski, Technical Services Manager, Toledo-Lucas County Public Library and Wendy Bartlett, Collection Development and Acquisitions Manager, Cuyahoga County Public Library

Every time public service staff thinks "wouldn't it be great if...", there is a technical services department that thinks through the details to make it happen. Hear how two public libraries in Ohio are finding and sharing library materials with customers in local universities, medical centers, day care and preschool centers, and interlibrary loan. They will also share some ways other public libraries are making collections accessible and available to customers outside library walls. From checkout policies to cataloguing and labeling, to lending philosophies and floor plans, technical services can become the change agent your library and community has been waiting for! Come prepared for a fun and lively interactive session that will send you out with concrete ideas and problem solving tools.

Download the presentation


Concurrent Session 4 (3:00-3:50 PM)

What's Next You Ask: How Public Library Catalogers Create Series Authority Records as a Public Service

Eddie Clem, Cataloging Librarian, Kokomo-Howard County Public Library

Is your public service staff inundated with questions from patrons asking what book is next in a series by their favorite authors? Most reference librarians are familiar with What's Next, NoveList, and Fantastic Fiction. To help the reference and public service staff, the Collection Management Department catalogers at the Kokomo-Howard County Public Library have created a local series authority file and created series numbering for spine labels since 2008. This presentation discusses the benefits to public service staff and patrons, how they complete this process, what changes have been made in the past year to streamline the workflow, how these work with blind references, and how they have integrated these series records into their ILS, Innovative Interfaces' Sierra.

Download the presentation

Reinventing Institutional Repositories with Cross-Campus Collaboration

Kayla Siddell, Data Curation Librarian, Indiana State University

In a time of open repositories, open access, and open door policies, institutional repositories (IRs) remain a proverbial closed door for many departments on college campuses. While data curators have filled many institutional repositories with publications, theses, and dissertations, some colleges and departments have no representation, like the arts and theatre. Data objects produced by the arts, for instance, are significantly different than those produced by the sciences, and can even be considered less scholarly than data stored in IRs historically.

In the rapidly evolving field of data curation, we must constantly adapt our views and ideologies about what data means to fit current trends. Often, these more artistic groups are forced to develop their own archives or storage systems, and subsequently have less support and representation from their IRs. With more progressive IRs developing, it is necessary to evolve and integrate the products of all students and faculty on campus. These more progressive IRs, which support a greater variety of data are increasingly available and are giving the alternative forms of data a greater platform. However, moving an existing IR to a newer platform must be done with collaboration, both within and outside the library.

Targeted and strategic collaboration between subject liaisons within the library, archives, digital initiatives, and stakeholders within the under-or unrepresented departments on campus will lead the way to a more inclusive and robust institutional repository. This presentation will discuss the need for greater inclusiveness in IRs, the importance of collaboration, and resulting outcomes for stakeholders.

Download the presentation

Doing even more with less: exploring automation, batch processing and outsourcing in academic libraries

Patrick Roth: Head of Systems and Technology and Jeffrey Daniels: Head of Knowledge Access and Resource Management Services, Grand Valley State University Libraries

Doing more with less is a challenge facing all libraries. Staff sizes are trending down while technical services work load remains the same or is increasing, at the same time there are new and emerging areas of focus for libraries. Grand Valley State University Libraries have made a commitment to exploring any opportunity to outsource or streamline work flows. Presenters will discuss specific examples that utilize outsourcing opportunities, emerging technologies, as well as batch processing to keep up with the work demand and benefit the library. Positives and negatives of these experiences will be explored. Factors to be discussed will include: cost, staff time, quality of work, vendor, platform and access issues. The audience can expect to learn what factors to consider in exploring outsourcing opportunities and how to identify the appropriate ways to streamline work flows through batch processing. The experience of the presenters will hopefully help others as they weigh these considerations.

Download the presentation


Concurrent Session 5 (4:00-4:50 PM)


Library of Congress ECIP Cataloging Partnership Program

Caroline Saccucci, Dewey Program Manager, Acting CIP Program Manager, The Library of Congress and Angela Murphy-Walters, Senior Catalog Specialist, Acting Team Lead, Literature Section

The Library of Congress is expanding the Electronic Cataloging in Publication Cataloging Partnership Program to libraries throughout the United States who have special cataloging expertise and have an interest in learning about the newest titles being published by the most prestigious U.S. publishers. The Library has established partnerships with 24 institutions whose catalogers are fully trained to BIBCO standards and in using the ECIP (Electronic CIP) Traffic Manager remotely to catalog galleys of books to be published. The bibliographic records they create are included in print and electronic books as CIP data. They are made available through LC's online catalog and are distributed through the Library's Cataloging Distribution Service, for use by libraries, vendors, and others that acquire, distribute, or search for the books. Partners can focus on their own areas of interest, including subject area (e.g. medicine or Native Americans), a publisher (an institution's university press) or a type of material (juvenile fiction). This cooperative effort means that many more books arrive in libraries fully cataloged, and it supports efforts of recent years to spread responsibility for cataloging more broadly across the nation. Your library can also learn of new titles before they are published and use this information for your acquisitions and collection development activities.

Download the presentation

Repurposing Library Space by Compressing the Print Serials Collection

Peter Whiting, Serials Technical Services Librarian, Rice Library, University of Southern Indiana

Taking a page from the ALI (Academic Libraries of Indiana) Shared Print project the University of Southern Indiana Rice Library tackled a print serials withdrawal project. The reason for this project was that even for a library built in 2006 we must continuously meet the needs of our library users by repurposing the library space. Better known by the Rice Library staff as the "compression project" this was not a fire sale for reducing the serials collection. Rather as you would guess there was a method to analyze the serial titles for relevance to the collection, planning for the withdrawal of the serials and compression of the remaining serials on the shelves. This session will share the process of print serials assessment with the goal to repurpose the library space for library users.


JTacq: A Collection Development/Purchasing Application for Libraries

Carrie Wallis, Assistant Collection Services Librarian, Jessamine County Public Library, Nicholasville and Jim Taylor, (the creator of JTacq)

The purpose of this presentation is to present JTacq, a free but mature collection development/purchasing application which is designed to work with library automation systems. JTacq is not designed to replace the acquisitions system provided with an ILS. While there may be some overlap, the purpose of this program is to remove much of the tedium of the decision and ordering process.

Jim Taylor, the creator of JTacq, has been providing free library software to the library community for over 14 years with no-strings-attached. While his work is best known in the Horizon (SirsiDynix) community, he works to make his tools applicable to any system. Currently JTacq is used by Horizon, Unicorn, Symphony, Endeavor, Millenium, Winnebago, Athena, Concourse, Aleph and InfoCentre libraries.

Carrie Wallis, Acquisitions Librarian at the Jessamine County Public Library in Nicholasville, Kentucky, has been using JTacq in her daily acquisitions workflow for two years. She utilizes the software to compare vendor prices, generate reports, and select, edit and upload MARC records in batch for ordering.

View the Presentation



Wednesday, May 20

Concurrent Session 6 (10:25-11:15 AM)


Cataloging Q&A Walk-In Session

Andrea Morrison, Taemin Park, and Thomas Whittaker, Indiana University

Bring your cataloging and RDA questions to this walk-in session with the experts! Formats covered are books, serials, and media for tangible and online formats.


Hitting the Mark: Targeted Retrospective Collection Development in a Federal Regional Repository

Sandra McAninch, Head, Federal Depository Unit and Heath Martin, Director of Collections, UK Libraries

The University of Kentucky (UK) is participating as a Center of Excellence (COE) for the Works Progress Administration publications in an Association of Southeastern Research Libraries (ASERL) Collaborative Federal Depository Program (CFDP) designed to distribute collection development for all Federal agencies across the entire Southeast. This presentation will describe how all depositories are working together to ensure that there are at least two complete collections for each federal agency somewhere in the SE. As a result of this effort, we will describe how UK has been able to focus its collection development efforts for our depository collection, apart from our COE activities, on the agencies which have not yet been selected as COEs. We will also discuss how this ASERL program has allowed us to cease collection development efforts, when appropriate, for those agencies where someone else in the SE has agreed to be the COE, and how local collection development priorities have influenced those decisions.

Download the presentation

Is that Written Up Somewhere?

Heylicken "Hayley" Moreno, Resource Description Coordinator, University of Houston Libraries

People come and go but documentation stays forever, or so we hope. The role of documenting cataloging procedures and workflows is vital for the functionality of a department, especially as it transitions with the acquisition of new personnel. As people retire or leave to fulfill other opportunities, they take away the knowledge needed to perform everyday tasks. What is a librarian to do when there is no documentation to guide them in the training of new personnel? Some librarians may dread the documentation process since it can be a time-consuming and frustrating task in the absence of continuous updates, and especially when it has never been done in the past. However, the journey to documentation should not be avoided and it should not be encountered alone. With the help of colleagues, creating a time-line, using free online tools, and parsing out the various steps in the documentation process, it can be done! Please join Heylicken "Hayley" Moreno as she demonstrates how to begin documenting procedures for the different tasks perform in your library. At the end of this presentation, participants will have been exposed to a documentation methodology that will guide them through the process by using the resources and steps discussed.

View the presentation


Concurrent Session 7 (11:25-12:15 PM)

Using ILL Requests as PDA: How Indiana State University Purchases Materials Requested Through ILL

Holli Moseman, Interlibrary Loan Supervisor, Indiana State University

Indiana State University has used patron driven acquisitions through ILL since 2005. ISU purchases books, CDs, DVDs, and Audiobooks; as well as documents, theses, and articles. This "On Demand" endeavor encompasses all of technical services; acquisitions, cataloging, processing, and Interlibrary Loan. Learn about the communication, purchasing criteria, and procedures ISU has put in place to obtain these materials.

Download the presentation

In Their Own Words: TEI and World War I

Libby Hertenstein, Cataloging & Metadata Librarian and Julie Rabine, Acquisitions & Cataloging Coordinator, Bowling Green State University

Collaborations between technical service departments and special collections are creating new opportunities for access of hidden materials. One example of this collaboration is the recent project undertaken by librarians at BGSU in Collections & Technical Services (CATS) and the Center for Archival Collections (CAC). These departments partnered together to create a linked data project using the TEI metadata schema to enhance digitized manuscripts. The materials chosen were manuscript collections comprised of letters written by local soldiers to their friends and families. This topic was selected because of an increased interest in World War I and American soldiers due to the centennial. Ultimately both departments were able to pool materials (manuscripts and digitization equipment) and skills (metadata, coding, and genealogical expertise) to highlight both our region's participation in a global conflict, and the new capabilities of technology and metadata access.

This presentation will detail the successes and challenges of the project. Topics covered will include: the manuscript selection process including the importance of condition and availability, digitization, transcription, creation of a XML TEI template, choice of TEI tags used and preparation of the final product for display. We will also address side issues, including the use of student assistants and a comparison between Omeka (an open source product) and CONTENTdm as the collection management software. The information from this presentation can help other technical services and special collections departments by offering successful examples on how to collaborate, create useful metadata, and display new collections.

Download the presentation

Library Records Maintenance: Do New Technologies, Workflows and Standards Prove it Moot or Must?

Laura Turner, Head of Technical Services,

Laura Turner, Head of Technical Services, Copley Library, University of San Diego

As implied by the term "maintenance," keeping up with data about a library resource is frequently a more dynamic activity than use of the library resource it represents. 21st-century libraries approach online records maintenance in a variety of ways and sometimes not at all. Are there reasons to continue with records maintenance in a world of ever-changing technology, workflows, and standards? Has the idea and activity of records maintenance progressed during this era or run aground? Is the simplest solution of maintenance to downgrade it to what can be automated or outsourced? What are the events that often trigger a library to perform online records maintenance? How many "problem" records need to surface to prompt maintenance? How does a library prioritize records maintenance activities and schedule the cleanup without hiring additional staff? Do users even notice the results of records maintenance anymore? Who are the users? This presentation will offer recommendations for these questions and will help identify methods of workflow, offer ideas for prioritizing, and suggest ways to promote the benefits associated with online records maintenance.

Download the presentation