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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

The presentations from our meeting at ALA Midwinter 2017 have been posted as separate files. Below are the presentation titles and their corresponding filenames:

Remediation of Near-Match Data : Processing Bibliographic Records for Migration to a New ILS

by Margaret "Annie" Glerum, Florida State University Libraries
filename: ALAMW2017_TSWEIG_Glerum.pdf

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2017 ALA Midwinter in Atlanta, GA.

 

Date and time: January 23, 2017 (Monday), 1:00PM-2:30PM

Location: The Georgia World Congress Center (GWCC), Room A312, Atlanta, Georgia

 

Remediation of Near-Match Data: Processing Bibliographic Records for Migration to a New ILS

Margaret "Annie" Glerum, Florida State University Libraries

The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) invites proposals for presentations or topics of discussion at its 2017 ALA Midwinter meeting in Atlanta. The meeting will be held on Monday, January 23rd, 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:

Hello all,

The presentations from our meeting at ALA Annual 2016 have been posted as separate files. Below are the sessions' summaries and their corresponding filenames.

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

Sincerely,

Annie Glerum and Hayley Moreno, TSWEIG Co-Chairs

filename: TSWEIG_AN16_Billey_et_al.pdf

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

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Discussion Presentations from TSWEIG meeting at ALA Midwinter 2017

by Lucas . Mak on Wed, Feb 22, 2017 at 08:52 am

The presentations from our meeting at ALA Midwinter 2017 have been posted as separate files. Below are the presentation titles and their corresponding filenames:

Remediation of Near-Match Data : Processing Bibliographic Records for Migration to a New ILS

by Margaret "Annie" Glerum, Florida State University Libraries
filename: ALAMW2017_TSWEIG_Glerum.pdf

The presentations from our meeting at ALA Midwinter 2017 have been posted as separate files. Below are the presentation titles and their corresponding filenames:

Remediation of Near-Match Data : Processing Bibliographic Records for Migration to a New ILS

by Margaret "Annie" Glerum, Florida State University Libraries
filename: ALAMW2017_TSWEIG_Glerum.pdf

Metadata Madness:  Overcoming obstacles to launch a library platform and discovery layer
by Marilyn White & Briget Wynne, NIST Research Library
filename: ALAMW2017_TSWEIG_White-Wynne.pdf

Doing Similar with Less
by Rob Nunez, Kenosha Public Library
filename: ALAMW2017_TSWEIG_Nunez.pdf

 

Please let Hayley or Lucas know if you have trouble accessing these PDFs.

 

Sincerely,

 

Hayley Moreno and Lucas Mak, TSWEIG Co-Chairs

More...

Discussion ALCTS Technical Services Workflow Efficiency Interest Group @ ALA Midwinter 2017

by Heylicken Moreno on Tue, Jan 3, 2017 at 03:01 pm

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2017 ALA Midwinter in Atlanta, GA.

 

Date and time: January 23, 2017 (Monday), 1:00PM-2:30PM

Location: The Georgia World Congress Center (GWCC), Room A312, Atlanta, Georgia

 

Remediation of Near-Match Data: Processing Bibliographic Records for Migration to a New ILS

Margaret "Annie" Glerum, Florida State University Libraries

Please join the ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2017 ALA Midwinter in Atlanta, GA.

 

Date and time: January 23, 2017 (Monday), 1:00PM-2:30PM

Location: The Georgia World Congress Center (GWCC), Room A312, Atlanta, Georgia

 

Remediation of Near-Match Data: Processing Bibliographic Records for Migration to a New ILS

Margaret "Annie" Glerum, Florida State University Libraries

In the summer of 2017, Florida's 40 public universities and colleges will be merging into a single ILS, a project overseen by the Florida Academic Libraries Services Cooperative (FALSC). As chair and member of the Cataloging/Authorities Working Group of the FALSC ILS Implementation Team, the presenter outlines automated processes for the analysis and remediation of data in 500 fields to standardize "near-match" strings in order to minimize unnecessary duplication of equivalent information during the merge of university and college bibliographic records. The first step is to flip any truly local data in 500 fields to 590 fields. Then a report of system numbers and 500 fields is loaded into OpenRefine to cluster the data and choose the preferred version of the note. Instructions on how to use OpenRefine to identify local notes and standardize general notes will be provided for each university and college that wish to remediate their own data.

 

Metadata Madness:  Overcoming obstacles to launch a library platform and discovery layer

Briget Wynne & Marilyn White, NIST Research Library

The National Institute of Standards and Technology (NIST) Research Library is a federal library located in Gaithersburg, Maryland. The NIST Research Library's mission is to support and enhance the research activities of the NIST scientific and technological community through a comprehensive program of knowledge management. To fulfill this mission, the Library makes available proprietary databases, journals, and e-books as well as agency content such as the NIST Digital Archives (NDA), oral history, photo collections, NIST Museum objects, and NIST authored technical publications. The Library also supports the publication and digitization of the agency's Journal of Research of NIST and NIST Technical Series publications. The Library's challenge has been to make all of its content accessible and discoverable as possible through a "one stop shop" single-search interface. Our solution to that challenge was to implement a discovery layer, which brought side-along obstacles of its own, including metadata mapping, cataloging inconsistencies, and unclean data caused by legacy practices.  We utilized tools like MarcEdit, XSLT scripting, and ILS vendor API's in our data manipulation. In addition to launching our discovery layer, we realized that our ERM needed extensive clean-up. Also, as legacy practices evolved through the years, our workflows had not. We decided to investigate the practices of other libraries to see how they were using their ERM as the basis for technical services workflow and what practices we could adopt. As a result of these changes, we anticipate increased discovery and use of our proprietary resources and agency content. We hope we will see an increased impact through frequent citing of NIST authored content which will raise the agency's profile in the scientific community.

 

Doing Similar with Less

Rob Nunez, Kenosha Public Library

After the financial recession of 2007, the Kenosha Public Library restructured staff to become more efficient and lean; however, not all procedures and practices were changed. The Collection Services team went from a staff of 20+ to 9 overnight, but continued to operate in the same fashion. When I was hired as the new department head change was soon brought to the department. In this presentation I will be covering how as the new Head of Collection Services, I worked with staff to streamline workflows, created training opportunities, leveraged APIs and reports to automate tedious tasks, and used basic project management techniques to help ensure smooth transitions.

We look forward to seeing you at the meeting!

Hayley and Lucas

 

Co-chairs:

Heylicken (Hayley) Moreno

Database Specialist II

OCLC, Metadata Operations, Quality Control

morenoh@oclc.org

 

Lucas Mak

Metadata and Catalog Librarian

Michigan State University Libraries

makw@mail.lib.msu.edu

 

 

More...

Discussion ALA Midwinter 2017 Call for Proposals - ALCTS Technical Services Workflow Efficiency Interest Group

by Heylicken Moreno on Wed, Oct 19, 2016 at 11:24 am

The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) invites proposals for presentations or topics of discussion at its 2017 ALA Midwinter meeting in Atlanta. The meeting will be held on Monday, January 23rd, 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 2017 ALA Midwinter meeting in Atlanta. The meeting will be held on Monday, January 23rd, 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 21st to Hayley Moreno (morenoh@oclc.org) and Lucas Mak (makw@mail.lib.msu.edu). 

We look forward to hearing from you!

Hayley and Lucas

More...

Discussion Presentations from TSWEIG meeting at ALA Annual 2016

by Margaret Glerum on Tue, Jul 5, 2016 at 08:29 pm

Hello all,

The presentations from our meeting at ALA Annual 2016 have been posted as separate files. Below are the sessions' summaries and their corresponding filenames.

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

Sincerely,

Annie Glerum and Hayley Moreno, TSWEIG Co-Chairs

filename: TSWEIG_AN16_Billey_et_al.pdf

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

Hello all,

The presentations from our meeting at ALA Annual 2016 have been posted as separate files. Below are the sessions' summaries and their corresponding filenames.

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

Sincerely,

Annie Glerum and Hayley Moreno, TSWEIG Co-Chairs

filename: TSWEIG_AN16_Billey_et_al.pdf

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.

filename: TSWEIG_AN16_Dulaney.pdf

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.

filename: TSWEIG_AN16_Panchyshyn.pdf

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.

 

filename: TSWEIG_AN16_Isaac.pdf

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.

More...

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

More...

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.

 

More...

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

 

More...

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

More...

File ALAMW2017_TSWEIG_White-Wynne

by Lucas . Mak on Mon, Jan 30, 2017 at 12:03 am

PDF File, 1.45 MB

File ALAMW2017_TSWEIG_Nunez

by Lucas . Mak on Mon, Jan 30, 2017 at 12:02 am

PDF File, 2.83 MB

Pages

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.

Subscribe to ALCTS Technical Services Workflow Efficiency Interest Group