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ALCTS Technical Services Workflow Efficiency Interest Group Community

In: ALCTS Interest Groups (Association for Library Collections & Technical Services), Technical Services, Trends and Forecasting

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Annual Conference in Orlando, Florida.

 

Time: Monday, June 27, 2016, 1:00 p.m. – 2:30 p.m.

Place: Orange County Convention Center, Room W103A

 

Achieving staff buy-in: A collaborative approach for workflow analysis

Hello all,

The presentations from our meeting at ALA Midwinter 2016 have been posted. Below are the summaries and their corresponding filenames.

Please let Annie or I know if you have trouble accessing these PDFs.

Sincerely,

Annie Glerum and Hayley Moreno, TSWEIG Co-Chairs

 

filename: TSWEIG_MW15_Xu

Streamlining ETD Processing at the University of Iowa Libraries using Trello Board

Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA.

Time: Monday, January 11, 2016, 1:00 p.m. – 2:30 p.m.

Place: Boston Convention and Exhibition Center, Room 103

 

Streamlining ETD Processing at the University of Iowa Libraries using Trello Board

The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) invites proposals for presentations or topics of discussion at its 2016 ALA Midwinter meeting in Boston. The meeting will be held on Monday, January 11th, from 1:00-2:30 PM.

TSWEIG's charge is to provide a forum to exchange information and discuss techniques in workflows associated with the evaluation, selection, acquisition, and discovery of library resources. Possible presentation and discussion topics include, but are not limited to:

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Discussion ALCTS Technical Services Workflow Efficiency Interest Group meeting at 2016 ALA Annual

by Heylicken Moreno on Thu, Jun 2, 2016 at 05:20 pm

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Annual Conference in Orlando, Florida.

 

Time: Monday, June 27, 2016, 1:00 p.m. – 2:30 p.m.

Place: Orange County Convention Center, Room W103A

 

Achieving staff buy-in: A collaborative approach for workflow analysis

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Annual Conference in Orlando, Florida.

 

Time: Monday, June 27, 2016, 1:00 p.m. – 2:30 p.m.

Place: Orange County Convention Center, Room W103A

 

Achieving staff buy-in: A collaborative approach for workflow analysis

Amber Billey, Metadata Librarian, Columbia University Libraries; Jeanene Light, Collection Development Librarian, Dana Medical Library, University of Vermont; Donna O’Malley, Systems and Digital Projects Librarian, Dana Medical Library, University of Vermont

Three developments in the provision of technical services at the University of Vermont Libraries united to prompt a thorough workflow review. While the loss of technical services librarians and staff finally triggered this examination, the growing challenges of e-resources management and the lingering effects of a partial merger of technical services functions within the libraries also led to a sense of urgency. The Dean of University Libraries charged a task force in spring 2014 to “understand and evaluate acquisitions and resource description processes across University Libraries.”

This cross-library task force conducted a literature review, interviewed each person in the library who performed any form of technical services work, held focus groups, and conducted a survey. The resulting qualitative data was used to develop themes: collection development and management, project management, electronic resources, cataloging, and serials. As a result of the work of the task force, the University of Vermont Libraries identified necessary changes in hiring, outsourcing, documentation, and communication.

Using Process Mapping to Analyze and Improve Workflows in Technical Services

Christine K. Dulaney, Director of Technical Services, American University Library

As part of an initiative to increase productivity, the Technical Services Department at American University identified workflows which were considered potentially problematic or inefficient. Using the technique of Business Process Mapping (BPM), staff members were able to map out workflows and identify areas of inefficiency or processes which lacked appropriate oversight. BPM is a visualization technique which creates a map of an activity which focuses on what people do and defines the key processes. The process map uses symbols to designate steps within a process and directed arrows to represent a process flow. Functional roles which are associated with a part of the process are marked with functional bands. Once a process is mapped out and analyzed, improvement opportunities become quickly identified. In this presentation, I will describe the project and its goals, the fundamentals of process mapping, how we used this technique, and how the process maps revealed problems in our workflows and procedures. As a result, we implemented changes which resulted in improved efficiency for processing resources as well as paying invoices.

BIBFRAME and the Technical Services Manager: What Can I do now?

Roman S. Panchyshyn, Catalog Librarian, Kent State University Libraries

The projected implementation of BIBFRAME and linked data systems has the potential to radically alter staffing and workflows in technical services departments. Technical services managers must prepare themselves to manage and implement these changes. However, no one is certain yet just what these changes will be and what kind of timeframe will be involved.

The presentation will focus on education and training as part of the preparation process. Managers must have conceptual knowledge of linked data concepts. They need to manage training for themselves and for staff. Managers also need to familiarize themselves with the pilot projects currently underway with BIBFRAME. They need to investigate what tools are available for experimentation and identify which vendors are active in this area. Managers need to start asking hard questions about the value of the work their departments will be performing in the future. The goal of this presentation will be to help managers think about how to best position their departments so that they continue to play an important role in the success of the library.

Cataloging Special Collections Materials: Methods and Strategies for Technical Services

Linda Isaac, Special Collections Cataloging and Metadata Librarian, University of Miami Libraries

Many institutions are still under severe budget cuts, which means many staff members and librarians in technical services are often tasked with performing work in unfamiliar areas (e.g., cataloging special collections materials). Special collections materials come with many challenges, but there are ways to meet these challenges by putting proper documentations in place for training purposes and managing multiple projects, streamlining workflows, and enhancing collaboration between technical services and special collections staff.

As a Special Collections Cataloging Librarian, I have held positions (at both public and private institutions) where I had to train non-special collections catalogers to catalog special collections materials, and I was also involved in a big grant project to catalog a large backlog where most of the team members had never cataloged special collections materials before. The purpose of this presentation is to help those who are in need of suggestions and/or guidance by sharing my experience.

Annie and Hayley

Co-chairs TSWEIG

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Discussion ALA Midwinter 2016 Meeting Presentations

by Heylicken Moreno on Tue, Jan 26, 2016 at 03:25 pm

Hello all,

The presentations from our meeting at ALA Midwinter 2016 have been posted. Below are the summaries and their corresponding filenames.

Please let Annie or I know if you have trouble accessing these PDFs.

Sincerely,

Annie Glerum and Hayley Moreno, TSWEIG Co-Chairs

 

filename: TSWEIG_MW15_Xu

Streamlining ETD Processing at the University of Iowa Libraries using Trello Board

Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

Hello all,

The presentations from our meeting at ALA Midwinter 2016 have been posted. Below are the summaries and their corresponding filenames.

Please let Annie or I know if you have trouble accessing these PDFs.

Sincerely,

Annie Glerum and Hayley Moreno, TSWEIG Co-Chairs

 

filename: TSWEIG_MW15_Xu

Streamlining ETD Processing at the University of Iowa Libraries using Trello Board

Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

The ETD processing at University of Iowa Libraries is a complex workflow requiring project management, collaboration with project stakeholders within the Cataloging and Metadata department and other departments in Digital Publishing and Preservation. The digital scholarship librarian receives XML and PDF files from ProQuest and the Preservation Metadata Librarian copies these files into an archive for digital preservation. Another copy of the files are generated for the Cataloging and Metadata department to process the ETDs for the Iowa Research Online (IRO) institutional repository and OCLC Connexion. This presentation will describe the workflows and collaboration of ETD processing at the University of Iowa Libraries, and the implementation of Trello Board for tracking the ETD workflow.

 

filename: TSWEIG_MW15_MakFaulknerBarton

Catalog ALL THE THINGS: Leveraging Automation to Catalog a Massive Audio-Visual Collection

Lucas Mak, Metadata and Catalog Librarian; Autumn Faulkner, Head of Copy Cataloging; and Joshua Barton, Head of Cataloging and Metadata Services & Assistant Head of Technical Services, Michigan State University Libraries

Michigan State University Libraries (MSUL) recently received a gift of more than 800,000 titles of sound and video recordings. Even though a minimal set of metadata was provided by the donor, the sheer quantity still posed an unprecedented challenge for cataloging. However, with the help of scripting and APIs for various online metadata sources, MSUL was able to catalog and make the collection available for circulation six months after the receipt of this gift. This presentation will discuss the design and execution of this automated workflow, limitations, unintentional consequences, responses to resulting problems, and follow-up record enrichment plans, as well as what we might do differently if we had the chance.

 

filename: TSWEIG_MW15_Hollloway

From Excel ETD Metadata to MARC Bib and NACO Records in  4 8 12 easy steps!

Steven W. Holloway, Metadata Librarian, James Madison University

At JMU the library receives ETD metadata from our institutional repository as bulk Excel files.  A combination of open source and home-grown XSLTs permit us to generate complete MARCXML RDA bibliographic records that we export to OCLC after minor editing, to which subject headings are assigned at a later point.  We also create NACO records for the dissertants, based on our asking the right questions in the ETD submission form, and use XSLT transformations for this as well. The XML files are stored and edited in an eXist-db (native XML database) instance set up as a web service.  There are several steps in the workflow but the system is scaled to accommodate many hundreds of ETD submissions at a time, and can be adapted for any spreadsheet-based metadata amenable to transformation into MARC or BIBFRAME formats.

 

filename: TSWEIG_MW15_Akhtar

From MODS to OCLC through the WorldCat Metadata API

Shaun Akhtar, Metadata Librarian, Dartmouth College Library

The Dartmouth College Library's MODS repository is its primary metadata source for local digital collections and items. The library wants to incorporate the original cataloging done in MODS for both legacy and new digital projects into WorldCat, in order to expose the metadata for the library’s unique resources on a global platform and establish OCLC record identifiers for local and external use. OCLC's WorldCat Metadata API presented a new opportunity to effectively meet this need. The library has developed a command-line batch processing tool that uses the Metadata API to create and update records using MODS-derived MARCXML. This presentation will explore the details of our workflow, how the tool has been developed to support our use cases, and what we've learned about the API so far. The tool is currently being piloted at Dartmouth to create master records in WorldCat for digital dissertations and archival posters. Its use may be expanded to a variety of other WorldCat-connected cataloging workflows for local collections. Written in Ruby, it provides detailed logging and reporting capabilities, and builds on code previously released by the OCLC Developer Network and Terry Reese.

 

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Discussion ALCTS Technical Services Workflow Efficiency Interest Group Meeting @ ALA Midwinter

by Heylicken Moreno on Wed, Dec 2, 2015 at 07:16 am

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA.

Time: Monday, January 11, 2016, 1:00 p.m. – 2:30 p.m.

Place: Boston Convention and Exhibition Center, Room 103

 

Streamlining ETD Processing at the University of Iowa Libraries using Trello Board

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA.

Time: Monday, January 11, 2016, 1:00 p.m. – 2:30 p.m.

Place: Boston Convention and Exhibition Center, Room 103

 

Streamlining ETD Processing at the University of Iowa Libraries using Trello Board

Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

The ETD processing at University of Iowa Libraries is a complex workflow requiring project management, collaboration with project stakeholders within the Cataloging and Metadata department and other departments in Digital Publishing and Preservation. The digital scholarship librarian receives XML and PDF files from ProQuest and the Preservation Metadata Librarian copies these files into an archive for digital preservation. Another copy of the files are generated for the Cataloging and Metadata department to process the ETDs for the Iowa Research Online (IRO) institutional repository and OCLC Connexion. This presentation will describe the workflows and collaboration of ETD processing at the University of Iowa Libraries, and the implementation of Trello Board for tracking the ETD workflow.

From Excel ETD Metadata to MARC Bib and NACO Records in  4 8 12 easy steps!

Steven W. Holloway, Metadata Librarian, James Madison University

At JMU the library receives ETD metadata from our institutional repository as bulk Excel files.  A combination of open source and home-grown XSLTs permit us to generate complete MARCXML RDA bibliographic records that we export to OCLC after minor editing, to which subject headings are assigned at a later point.  We also create NACO records for the dissertants, based on our asking the right questions in the ETD submission form, and use XSLT transformations for this as well. The XML files are stored and edited in an eXist-db (native XML database) instance set up as a web service.  There are several steps in the workflow but the system is scaled to accommodate many hundreds of ETD submissions at a time, and can be adapted for any spreadsheet-based metadata amenable to transformation into MARC or BIBFRAME formats.

 Catalog ALL THE THINGS: Leveraging Automation to Catalog a Massive Audio-Visual Collection

Lucas Mak, Metadata and Catalog Librarian; Autumn Faulkner, Head of Copy Cataloging; and Joshua Barton, Head of Cataloging and Metadata Services & Assistant Head of Technical Services, Michigan State University Libraries

 Michigan State University Libraries (MSUL) recently received a gift of more than 800,000 titles of sound and video recordings. Even though a minimal set of metadata was provided by the donor, the sheer quantity still posed an unprecedented challenge for cataloging. However, with the help of scripting and APIs for various online metadata sources, MSUL was able to catalog and make the collection available for circulation six months after the receipt of this gift. This presentation will discuss the design and execution of this automated workflow, limitations, unintentional consequences, responses to resulting problems, and follow-up record enrichment plans, as well as what we might do differently if we had the chance.

From MODS to OCLC through the WorldCat Metadata API

Shaun Akhtar, Metadata Librarian, Dartmouth College Library

The Dartmouth College Library's MODS repository is its primary metadata source for local digital collections and items. The library wants to incorporate the original cataloging done in MODS for both legacy and new digital projects into WorldCat, in order to expose the metadata for the library’s unique resources on a global platform and establish OCLC record identifiers for local and external use. OCLC's WorldCat Metadata API presented a new opportunity to effectively meet this need. The library has developed a command-line batch processing tool that uses the Metadata API to create and update records using MODS-derived MARCXML. This presentation will explore the details of our workflow, how the tool has been developed to support our use cases, and what we've learned about the API so far. The tool is currently being piloted at Dartmouth to create master records in WorldCat for digital dissertations and archival posters. Its use may be expanded to a variety of other WorldCat-connected cataloging workflows for local collections. Written in Ruby, it provides detailed logging and reporting capabilities, and builds on code previously released by the OCLC Developer Network and Terry Reese.

 

Annie and Hayley

Co-chairs TSWEIG

 

Margaret “Annie” Glerum

Head of Complex Cataloging

Department of Cataloging & Description

Division of Special Collections & Archives

Florida State University Libraries

850-644-4839

aglerum@fsu.edu

 

Heylicken Moreno

Resource Description Coordinator

University of Houston Libraries

114 University Libraries

Houston, TX 77204

713-743-8580|hmoreno3@uh.edu

 

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Discussion ALA Midwinter 2016 Call for Proposals - ALCTS Technical Services Workflow Efficiency Interest Group

by Heylicken Moreno on Mon, Oct 5, 2015 at 02:44 pm

The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) invites proposals for presentations or topics of discussion at its 2016 ALA Midwinter meeting in Boston. The meeting will be held on Monday, January 11th, from 1:00-2:30 PM.

TSWEIG's charge is to provide a forum to exchange information and discuss techniques in workflows associated with the evaluation, selection, acquisition, and discovery of library resources. Possible presentation and discussion topics include, but are not limited to:

The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) invites proposals for presentations or topics of discussion at its 2016 ALA Midwinter meeting in Boston. The meeting will be held on Monday, January 11th, from 1:00-2:30 PM.

TSWEIG's charge is to provide a forum to exchange information and discuss techniques in workflows associated with the evaluation, selection, acquisition, and discovery of library resources. Possible presentation and discussion topics include, but are not limited to:

- Streamlining workflows
- Project management
- Workflow collaboration between departments
- Training personnel
- Use of technology to improve workflows

Presentation or discussion proposals should include:

- Title
- A brief (300 words or less) summary of the topic
- Amount of time needed to present or discuss topic
- Name(s), position(s) title(s), and email address(es) of presenter(s)

Please email proposals or discussion topics by Monday, November 16 to Annie Glerum (aglerum@fsu.edu) and Hayley Moreno (hmoreno3@uh.edu). Proposals should not be sent in reply to this post. 

We look forward to hearing from you!

Annie and Hayley

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Discussion ALCTS Tech Services Workflow Efficiency Interest Group Midwinter 2011

by Dracine Hodges on Tue, Aug 25, 2015 at 03:26 pm

The ALCTS Technical Services Workflow Efficiency Interest Group presents the following Midwinter program:
 
Outsourcing Practices in Technical Services
Monday, January 10, 2011, 1:30pm - 3:30 pm
San Diego Convention Center - SDCC Room 30 A
 

The ALCTS Technical Services Workflow Efficiency Interest Group presents the following Midwinter program:
 
Outsourcing Practices in Technical Services
Monday, January 10, 2011, 1:30pm - 3:30 pm
San Diego Convention Center - SDCC Room 30 A
 
While not a new trend, the outsourcing of technical services work is an increasingly ubiquitous presence in library operations and the management of resources. Many libraries are contracting out to vendors or external organizations as a solution to budget limitations, shrinking staff levels, and shifting priorities. Common areas of outsourcing include cataloging, digitization, and selection. Today, we refer to services like shelf-ready, patron-driven acquisitions, and the Google Books project. Our panel will share aspects of their library's outsourcing profile, costs, benefits, comparative service quality, and assessment tools.
 
Please join us for a lively session. Our panelists are:
 
Judy Garrison
Head of Electronic Acquisitions & Serials Control, University of Texas, San Antonio
 
Ann Miller
Head, Metadata Services and Digital Projects, University of Oregon
 
Lynette Schurdevin
Library Administrator, Thomas Branigan Public Library (New Mexico)
 
For more information, please contact co-chairs Dracine Hodges (hodges.368@osu.edu) or Megan Dazey (megan.dazey@mso.umt.edu)

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Discussion ALA Annual 2015 Meeting Presentations

by Heylicken Moreno on Mon, Aug 3, 2015 at 03:54 pm

Hello all,

The presentations from our meeting at ALA Annual 2015 have been posted. Below are the summaries and their corresponding filenames.

Please let Annie or I know if you have trouble accessing these PDFs.

Heylicken "Hayley" Moreno, co-chair

 

Hello all,

The presentations from our meeting at ALA Annual 2015 have been posted. Below are the summaries and their corresponding filenames.

Please let Annie or I know if you have trouble accessing these PDFs.

Heylicken "Hayley" Moreno, co-chair

 

 filename:TSWEIG_AN15_Geckle

"From Spreadsheets to Systems: Acquiring New E-resources at MTSU," by Beverly J. Geckle, Continuing Resources Librarian, Middle Tennessee State University. 

Keeping track of the early stages of e-resource acquisition, from request to access can be a challenge. Relying on emails, Word documents, spreadsheets and memories is fraught with problems. At Middle Tennessee State University (MTSU), information is now recorded in systems that can track statuses and issue automatic alerts to appropriate people. Systems can be accessed by various stakeholders simultaneously without version control issues. Requests are submitted via online forms (JotForms) and recorded in the ERMS (Serials Solutions Resource Manager). The university has implemented an online procurement system (SciQuest) which tracks orders through the procurement and contract approval processes.  A brief overview of these systems and how they are used to improve workflow was presented.

 

filename: TSWEIG_AN15_Rodriguez-Atkins

"Growing Pains: Migrating from a Locally Built ILS to a Vendor System," by Pauline Rodriguez-Atkins, Manager, Cataloging and Interlibrary Loan, Metropolitan Library System, Oklahoma City.

In September 2014, Metropolitan Library System, Oklahoma City, migrated from a locally designed ILS to a vendor system. The local ILS had been used in some form for almost 30 years. The ILS and technical services operations were intertwined: some ILS features were designed to accommodate technical services workflow, and vice versa.  Although the vendor ILS contains some of the local system’s design features, technical services workflows have required significant redesign and/or restructuring.

The discussion included some of the issues resulting from the migration, including: The history leading up to the new ILS, Metropolitan’s unique technical services operations, ways to evaluate technical services workflows, steps to take when quick changes are needed, and the challenges and opportunities associated with the changes.

 

 filename: TSWEIG_AN15_Glendon

"Shapeshift:  Leveraging Institutional Re-organization to Integrate Technical Services Units and Promote Innovation in Metadata Services," by Ivey Glendon, Manager, Metadata Analysis & Design, Collections Access & Discovery, University of Virginia Library.

At the University of Virginia Library, a library-wide re-organization of departments and services has provided technical services units the opportunity to evaluate staffing allocations and services focused on acquisition, description, and discovery of library materials. This presentation will focus on how the University of Virginia Library has integrated Special Collections and non-Special Collections technical service units, re-imagined acquisitions functions, and created new units focused on MARC and non-MARC metadata creation as well as metadata analysis and design. Though nascent, these changes have already enabled the metadata services units to expand their missions within the library, confront processing backlogs (particularly in the area of legacy finding aids), and prepare for significant education and cross-training among units to achieve newly-defined shared goals.

 

 filename: TSWEIG_AN15_WahlMayberry

"Take Two! Revamping Collection Development Workflow for Streaming Video Collections," by Mary Wahl, Digital Services Librarian and Christina Mayberry, Collection Development Coordinator, California State University, Northridge.

At our large academic library, it was determined that current video streaming activity needed to be reconsidered and that a decision tree for incoming video requests needed to be created. In fall 2014, a Video Streaming Decision Tree Committee was formed with librarians and staff from various units within the Library including Collection Development, Acquisitions, and Music & Media. The Committee created a detailed decision tree that accounts for the complexities of streaming media, as well as a corresponding worksheet to record the decision process and a new online form for submitting video requests. The new decision tree, worksheet and online form were put into practice in the spring 2015 semester. This presentation discussed the Committee’s process in creating the workflow and documents. The Committee continues to adjust the workflow where needed, which also was discussed.

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Event Technical Services Workflow Efficiency Interest Group

by ALAConnect Helpdesk (staff) on Mon, Jun 8, 2015 at 11:31 am

“From Spreadsheets to Systems: Acquiring New E-resources at MTSU”

“From Spreadsheets to Systems: Acquiring New E-resources at MTSU”
Keeping track of the early stages of e-resource acquisition, from request to access can be a challenge. Relying on emails, Word documents, spreadsheets and memories is fraught with problems. At Middle Tennessee State University (MTSU), information is now recorded in systems that can track statuses and issue automatic alerts to appropriate people. Requests are now submitted via online forms (JotForms) and recorded in the ERMS (Serials Solutions Resource Manager). The university has implemented an online procurement system (SciQuest) which tracks orders through the procurement and contract approval processes. I would like to present a brief overview of these systems and how we use them to improve workflow.

“Growing Pains: Migrating from a Locally Built ILS to a Vendor System”
In September 2014, Metropolitan Library System, Oklahoma City, migrated from a locally designed ILS to a vendor system. The local ILS had been used in some form for almost 30 years. Although the vendor ILS contains some of the local system’s design features, technical services workflows have required significant redesign and/or restructuring. I will discuss the changes that were made and the reasoning behind them, including: the history leading up to the new ILS; metropolitan’s unique technical services operations; how the need for new workflows was determined; how new workflows were designed; what works and doesn’t; and the challenges and opportunities associated with the changes.

“Shapeshift: Leveraging Institutional Re-organization to Integrate Technical Services Units and Promote Innovation in Metadata Services”
At the University of Virginia Library, a library-wide re-organization of departments and services has provided technical services units the opportunity to evaluate staffing allocations and services focused on acquisition, description, and discovery of library materials. This presentation will focus on how the University of Virginia Library has integrated Special Collections and non-Special Collections technical service units, re-imagined acquisitions functions, and created new units focused on MARC and non-MARC metadata creation as well as metadata analysis and design. Though nascent, these changes have already enabled the metadata services units to expand their missions within the library, confront processing backlogs (particularly in the area of legacy finding aids), and prepare for significant education and cross-training among units to achieve newly-defined shared goals.

“Take Two! Revamping Collection Development Workflow for Streaming Video Collections”
At our large academic library, it was determined that current video streaming activity needed to be reconsidered and that a decision tree for incoming video requests needed to be created. In fall 2014, a Video Streaming Decision Tree Committee was formed with librarians and staff from various units within the Library including Collection Development, Acquisitions, and Music & Media. The Committee created a detailed decision tree that accounts for the complexities of streaming media, as well as a corresponding worksheet to record the decision process and a new online form for submitting video requests. The new decision tree, worksheet and online form were put into practice in the spring 2015 semester. This presentation will discuss the Committee’s process in creating the workflow and documents.

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Discussion 2015 ALA Annual ALCTS Virtual Preconference: Planning for the Evolving Role of Metadata Services.

by Margaret Glerum on Fri, May 8, 2015 at 04:23 pm

Planning for the Evolving Role of Metadata Services

The ALCTS Metadata Interest Group and the ALCTS Technical Services Workflow Efficiency Interest Group invite you to join us for the ALCTS ALA Annual Virtual Preconference “Planning for the Evolving Role of Metadata Services.”  The preconference will feature three days of exploring the expansion of metadata services, including:

Planning for the Evolving Role of Metadata Services

The ALCTS Metadata Interest Group and the ALCTS Technical Services Workflow Efficiency Interest Group invite you to join us for the ALCTS ALA Annual Virtual Preconference “Planning for the Evolving Role of Metadata Services.”  The preconference will feature three days of exploring the expansion of metadata services, including:

Session 1: Metadata Services for Research Data Management (June 2)

  • Research Data Support at The University of North Carolina at Greensboro (UNCG): a Metadata Perspective
    • Anna Craft, Metadata Cataloger at UNCG
  • Using DDI Metadata to Support Research Data Management
    • Jared Lyle, Director of Curation Services, ICPSR
  • Evolving Workflows for Metadata Ingest at The UC San Diego Library
    • Arwen Hutt, Metadata Librarian, UC San Diego
  • Integrating New Services into Existing Metadata Workflows
    • Nathan B. Putnam and Bria L. Parker, Metadata Services, University of Maryland
  • Special Collections, Special Thesauri: Managing and Publishing Local Vocabularies with TemaTres
    • Allison Jai O'Dell, Special Collections Cataloging & Metadata Librarian, University of Miami Libraries
  • Encoded Archival Context-Corporate Bodies, Persons, and Families and Washingtoniana Collections: A Pilot Project at the George Washington University Libraries
    • Dan Tam Do, Metadata Services Managers, George Washington University Libraries

Session 2: Assessing Metadata Staffing and Workflows (June 3)

Session 3: Techniques and Technologies for Developing Local Controlled Vocabularies (June 4)

When: June 2-4, 2015

Time :  2:00pm (EDT); 1:00pm (CDT); 12:00pm (MDT); 11:00am (PDT)

Length: 90 minutes

Event webpage (including session details and registration information): http://www.ala.org/alcts/confevents/upcoming/webinar/060215

Santi Thompson, Head of Digital Repository Services
University Libraries
University of Houston
A Carnegie-designated Tier One public research university
713-743-9685
sathompson3@uh.edu

http://orcid.org/0000-0002-0337-6439

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Discussion 2015 ALA Annual ALCTS Preconference: Coding for Efficiencies in Cataloging and Metadata: an ALCTS preconference in San Francisco

by Margaret Glerum on Fri, May 8, 2015 at 04:18 pm

Coding for Efficiencies in Cataloging and Metadata: an ALCTS preconference in San Francisco

Coding for Efficiencies in Cataloging and Metadata: an ALCTS preconference in San Francisco

CHICAGO - On Thursday, June 25, at the 2015 ALA Annual Conference, the Association for Library Collections and Technical Services (ALCTS) brings you “Coding for Efficiencies in Cataloging and Metadata: Practical Applications of XML, XSLT, XQuery, and PyMarc for Library Data.”  This all day preconference, 8:30 a.m. – 4:30 p.m., provides concrete examples and hands-on exercises for practical applications of coding with library data.   Register through the 2015 ALA Annual Conference website. The price is:  $219 for ALCTS members (use special code ALCTS2015); $269 ALA for members, $319 for non-members.  Event Code: ALC2. Advance registration ends June 19.   

Session topics include:

  • XML and XSLT for streamlining and scaling up metadata and cataloging workflows
  • RDF/XML for serializing MODS-RDF and BIBFRAME
  • XQuery for extracting, manipulating, and constructing library metadata
  • PyMARC for accessing and manipulating MARC records.

This preconference is intended for cataloging and metadata librarians or paraprofessionals and information science students having some familiarity with metadata creation and/or descriptive cataloging practices, and at least one or two formats such as MARC, Dublin Core, MODS, METS, or RDF. This preconference may also be useful for digital scholarship librarians and library technology staff. Sessions are oriented towards those who have some familiarity with the technologies covered, however it is not required.

Attendees are encouraged to bring a computer with XML-aware and Python software as well as questions for group discussion.  See the event page for complete instructions.

This preconference is presented by Timothy W. Cole, Mathematics and Digital Content Access Librarian, University Library; Myung-Ja (“MJ”) Han, Metadata Librarian, University Library, University of Illinois at Urbana Champaign; Christine Schwartz, Metadata Librarian and XML Database Administrator, Princeton Theological Seminary Library    ; Heidi Frank, Electronic Resources & Special Formats Cataloging Librarian, New York University Libraries, Knowledge Access & Resources Management Services.

For questions, contact Julie Reese in the ALCTS Office at jreese@ala.org or 1-800-545-2433, ext. 5034.

This preconference was developed by the ALCTS Technical Services Workflows Efficiency Interest Group and is cosponsored by the LITA Program Planning Committee and Online Audiovisual Catalogers, Inc. (OLAC).

See the ALCTS conference web site for information about other ALCTS events, including preconferences on best practices for cataloging videos, real world linked data, cataloging special formats for children’s materials, and challenges with managing streaming media for academic libraries.

ALCTS is a division of the American Library Association.

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Discussion ALA Midwinter Meeting Presentations

by Margaret Glerum on Thu, Feb 5, 2015 at 06:03 pm

Hello All,

The presentations from our meeting at ALA Midwinter 2015 have been posted. Below are the summaries and their corresponding filenames. 

Just let me know if you have any trouble accessing these PDFs.

Annie Glerum, co-chair

 

Filename: TSWEIG_MW15_Moreno

Taking the First Step towards Change; A Workflow Analysis of the Cataloging Functions at the University of Houston Libraries,” presented by Heylicken "Hayley" Moreno.

Hello All,

The presentations from our meeting at ALA Midwinter 2015 have been posted. Below are the summaries and their corresponding filenames. 

Just let me know if you have any trouble accessing these PDFs.

Annie Glerum, co-chair

 

Filename: TSWEIG_MW15_Moreno

Taking the First Step towards Change; A Workflow Analysis of the Cataloging Functions at the University of Houston Libraries,” presented by Heylicken "Hayley" Moreno.

Institutional practices are sometimes put in place for historical reasons. Sometimes libraries do not even know why certain procedures are performed in a specific manner. With this in mind, it is important that librarians review current practices at their institutions. One of the first steps a librarian should take when analyzing their department’s functions is to perform a workflow analysis. A workflow analysis reviews procedures, identifies inefficiencies, and recommends the adoption of new practices. Performing such analysis can help streamline processes by making them more efficient and cohesive. In this presentation, participants will learn the various steps in workflow analysis and how these steps were applied to the Resource Description Unit’s workflow at the University of Houston Libraries.

 

Filename: TSWEIG_MW15_BartonMak

“Who Catalogs What?: A Virtual Workflow for Cataloging Electronic Theses & Dissertations,” presented by Joshua Barton & Lucas Mak.

Managing in-house cataloging of electronic resources requires procedures different from existing print-based workflows. A particular challenge is the absence of any physical queue to drive the work. MSU Libraries has devised a workflow for the institution’s electronic theses and dissertations (ETDs) that is independent of any workflows for the ETDs’ print counterparts, leveraging automation and cataloger expertise. We will review challenges and efficiencies in the steps, which include repurposing ETD metadata supplied by ETD authors and ProQuest, programmatically creating brief records via XML/XSLT in a local Fedora repository and the local ILS, enhancing brief records in the ILS by original catalogers using Google Sheets as a real-time, virtual workflow management tool, and the uptake of cataloger-enhanced metadata into the Fedora repository.

 

Filename: TSWEIG_MW15_Chen

“Linking E-Resources Management and Metadata Works,” presented by Sherab Chen

In a recent Librarians conference focusing on E-Resources management, I heard the buzz words of “ERM replacing cataloging.” This raised my question of what exactly an E-Resources Metadata Librarian’s role is in providing access and enhancing discovery of e-resources provided in today’s academic libraries. In my presentation, I would like to share some of our experiments in designing a more effective workflow that chains up with Acquisition and Collection Management, and strategies on transfer staff expertise from senior to new members. I will talk how to motivate staff for stewardship in day to day works and projects. And I would be most interested in exchange ideas with colleagues from other institutes in their undertakings and thinking.

 

Filename: TSWEIG_MW15_Landesman

“Expanding Technicians’ Work Within and Beyond the ILS: ‘Whoever Has the Item/Information Completes the Work’,” presented by Betty Landesman.

Silos are not limited to big departments.  When I started at UB in July 2012, the two technical services technicians did either acquisitions or copy cataloging/physical processing of new materials, but not both.  Their work was limited by system – if it wasn’t done in the ILS [for example, electronic resources management in Serials Solutions], someone else did it.  Following the principle of “whoever has the item/information completes the work”, technicians now add items to WorldCat Lists and create invoices for gifts as part of cataloging; do physical processing of materials as part of acquisitions; and maintain journal holdings in Serials Solutions and ebooks in SFX.  In addition, when the acquisitions technician left in July, the check-in and maintenance of our print journals and the entering and receiving of orders in the ILS passed to the other technician.  We are now advertising for a library technician, without functional distinction.

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Provides an informal forum for collection development and technical service librarians to exchange information and discuss techniques, new developments, problems, technological advances, and emerging trends in the workflows associated with the evaluation, selection, acquisition, and discovery of library materials and resources.

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