Division and Section Annual Reports for 2001–2002

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The reports below summarize the accomplishments of ALCTS and its sections during 2001–2002.

Division Annual Report

Bill Robnett, President, 2001–2002

ALCTS Staff

Effective September 17, 2001, ALCTS began operating with staff dedicated solely to our division for the first time in nearly fifteen years, reflecting our administrative separation from the Library Administration and Management Association (LAMA). After a search process, Charles Wilt was named executive director; he previously had served as deputy executive director, and then as acting executive director when Karen Muller resigned.

Charles Wilt, Executive Director. Charles started his tenure at ALA as deputy executive director of LAMA and ALCTS in September 1999. Prior to that he was budget and planning manager at the University of Texas at Arlington library. He has a bachelor’s degree from Emory University and an MLS from the University of Pittsburgh. Charles’s primary assignments are board, executive committee, policy and procedures, budget, fund-raising, and awards. He also represents the division to the greater hierarchy of ALA.

Julie Reese, Meetings and Continuing Education. Julie was hired in January 2000 to be events manager for LAMA and ALCTS. Prior to then, she spent five years at the American Association of Diabetes Educators as a program assistant, working in events management and continuing education. She has a degree in art from Illinois State University. Julie’s areas of responsibility are programs, preconferences, continuing education, webmaster, meeting planning, and travel.

Kirsten Ahlen, Membership and Publications. The most recent hire to the staff, Kirsten comes to ALCTS from the American Academy of Physical Medicine and Rehabilitation, where she was a membership assistant. She graduated from DePaul University with a degree in music business. Kirsten’s areas of responsibility include publications, membership, and the Web site.

Andrea Tobias, Administrative Assistant. Andrea started with LAMA and ALCTS as the administrative assistant just one week after Julie. Andrea had previously worked at the Chicago Department of Environment as an administrative assistant. She has a degree in environmental biology from Eastern Illinois University. Her areas of responsibility include administrative assistance, elections, appointments, ALA Handbook, board, executive committee, awards, and general information about the division.

Continuing Education

ALCTS offered two distinct and equally successful continuing education programs this past year. AACR2 and Metadata, a two-day institute developed and presented by Sally Tseng and Mary Larsgaard, drew three-hundred attendees. Speakers included Jean Hirons, Erik Jul, Regina Reynolds, Matthew Beacom, among others. Three institutes were held in Boston, Dallas, and San Diego. A second series of metadata institutes is scheduled later this year in Washington, D.C., Chicago, Orlando, and northern California or Oregon, with a follow-up preconference in Toronto next summer.

ALCTS’s first Web course, which was designed and offered by Carol Diedrichs and Trisha Davis, debuted this past winter to an overflow audience. The Fundamentals of Acquisitions course was offered again in April and will be offered twice more this year, in August and October, and throughout the next year. A second Web course is being developed by Carol and Trisha and will have its debut early next winter. For their work on these two outstanding continuing education courses, Diedrichs, Davis, Tseng, and Larsgaard were honored at the ALCTS awards ceremony in Atlanta with presidential citations.

ALCTS held two preconferences at the 2002 Annual Conference. Hell or High Water addressed the operational and personnel issues related to disaster management, an important topic in the current political environment. Map Cataloging expounded upon the changes being made in the cataloging rules for maps and the impact these rules will have on descriptive cataloging. At the 2003 Annual Conference in Toronto, ALCTS will offer five preconferences on a variety of topics including Dewey 22, Electronic Resources, a Serials workshop, a preconference on mold and related problems, and an updated Metadata preconference, building on the success of the previous one held in Chicago in 2000.

LC Action Plan

ALCTS is collaborating with the Library of Congress (LC) in implementing its “Bibliographic Control of Web Resources: A Library of Congress Action Plan.” The plan emanates from the recommendations of the LC Bicentennial Conference on Bibliographic Control for the New Millennium, held November 15–17, 2000. LC has invited ALCTS to take the lead on three of the goals in this plan. They are:

2.3. Explore ways to enrich metadata records by focusing on providing additional subject and other access mechanisms (e.g., front-end user thesauri) and increasing granularity of access and display (e.g., by enabling progression through hierarchy and versions and by additional description information including summaries).

5.1. Address educational needs through improved curricula in library and information science schools and through continuing education for cataloging practitioners by: promoting consensus on determination of “Core Competencies”; devising training in the two areas of mind set and values and managing operations; developing toolkits; and identifying other mechanisms to meet these needs.

5.3. Promote the use and understanding of standards for describing Web resources through education, targeted outreach, and so on.

Three task groups were convened to develop work plans and time lines to achieve these goals. The chairs are Judith Ahronheim, Beth Picknally Camden, and Carol Hixon. Members on the task groups include individuals from organizations outside of ALCTS as well as ALCTS members.

Strategic Planning

Work continues on the ALCTS Tactical Plan that will actualize the strategic plan goals during 2001–2005. Sections, ALCTS committees, and the Council of Regional Groups have revised some activities, and some objectives have been updated. The goals of the strategic plan are:

  1. STANDARDS. Develop, evaluate, revise, and promote standards for creating, collecting, organizing, delivering, and preserving information resources in all forms.

  2. BEST PRACTICES. Research, develop, evaluate, and promote best practices for creating, collecting, organizing, delivering, and preserving information resources in all forms.

  3. EDUCATION. Assess the need for, sponsor, develop, administer, and promote educational programming and resources for lifelong learning.

  4. PROFESSIONAL DEVELOPMENT. Provide opportunities for professional development through research, scholarship, publication, and professional service.

  5. INTERACTION AND INFORMATION EXCHANGE. Create opportunities to interact and exchange information with others in the library and information communities.

  6. ASSOCIATION OPERATIONS. Ensure efficient use of association resources and effective delivery of member services.

Board/Division Committee Chair Gathering

At the 2002 Midwinter Meeting in New Orleans, the ALCTS board of directors held a joint meeting with the division committee chairs. This first-of-its-kind meeting accomplished two very significant goals. It provided an opportunity to emphasize that division committees are an integral part of the planning process and helped to forge stronger bonds between the board and the chairs, as well as among the chairs themselves. Such was the success of this meeting that time will be set aside at each successive board meeting for a repeat of this gathering. At 2002 Annual Conference, the groups met to discuss, among other issues, interdependence and connections of the work of these committees. This is important since much of the committees’ work affects each other and the tactical planning effort now underway.

Publications Plan

The ALCTS Publications Business Plan set out the direction for ALCTS publications over the next four years. It will be used to help the Publications Committee move forward in its planning and development of ALCTS publications. A great deal of work went into the research and market analysis that served as the foundation for many of the recommendations.

Web Publications Editor

With the continued proliferation of publications that seem best suited for the Web environment, ALCTS board of directors, acting on a recommendation of the Publications Committee, approved a new position of Web Publications Editor. Working with the Publications Committee and the office, this position will develop, solicit, and oversee the ALCTS Web publishing initiative. This two-year-term position will also establish guidelines and policies pertaining to Web publishing. ALCTS already has guidelines in place for informal Web publications; however, with the need to post more formal publications on the Web (research databases, articles, bibliographies, and other best-practices publications), the board felt it critical to charge an editor with the task of establishing this next phase of ALCTS publishing. Margaret Rohdy, former book review editor of LRTS, has been selected for this assignment.

New Publications

In this past year, ALCTS has made great strides once again to reclaim its preeminence in the publishing world. Working with Scarecrow Press, ALCTS has produced four new publications in the CMDS Guide series and two new publications in the Papers series. Future publications are already in development. The new edition of the North American Title Count will be available this summer for purchase by libraries in the early fall. Web publications due for release later this summer include the Preservation Education Directory, Eighth Edition and Research Topics in Cataloging and Classification: A Summary of Literature, 1995–.

From Scarecrow Press:

  • Guide to Management of the Information Resources Budget, #9
  • Guide to Collection Development and Management: Administration, Organization and Staffing, #10
  • Guide to Library User Needs Assessment for Integrated Information, Resource Management and Collection Development, #11
  • Guide to Review of Library Collections: Preservation, Storage, and Withdrawal, #12
  • Cataloging the Web: Metadata, AACR, and MARC 21
  • Marketing to Libraries for the New Millennium: Librarians, Vendors, and Publishers Review the Landmark Third Industry-Wide Survey of the Library Marketing Practices and Trends

ALCTS 2002 Award Winners

ALCTS has an outstanding roster of award winners again this year. These recipients were formally recognized at the ALCTS awards ceremony, June 17, in the Sheraton Hotel during Annual Conference. On the behalf of the ALCTS board of directors, the awards committees, and the entire ALCTS membership, I would like to congratulate each and every one of these dedicated professionals.

Best of LRTS Award
Bartley A. Burk and Laura D. Shedenhelm

Blackwell’s Scholarship Award
Richard Meyer

Bowker/Ulrich’s Serials Librarianship Award
Eric Lease Morgan

Esther J. Piercy Award
Lisa German

First Step Award
Susanna Flodin

Leadership in Library Acquisitions Award
Rosann Bazirjian

Margaret Mann Citation
Jean Hirons

Paul Banks and Carolyn Harris Preservation Award
Ellen McCrady

Sponsors for 2002

ALCTS continues to attract support from major companies engaged in services to libraries. It is a reflection of the high regard in which these corporations hold both ALCTS and its members in the work of our industry. Many are longstanding sponsors who continue to contribute to the recognition of outstanding practitioners in the areas of librarianship supported through ALCTS.

Awards
Blackwell’s
Harrassowitz
John Wiley and Sons
OCLC
Preservation Technologies, L.P.
R. R. Bowker
YBP

President’s Program
Elesevier Science
Kluwer Academic Publishers

Membership Reception
YBP

Continuing Education
Alfred Jaeger
Brodart Foundation
Casalini libri
divine/Faxon Library Services
EBSCO Industries
Library Binding Institute
Map Link
Swets Blackwell

Membership Booth
Wyndham Palm Springs Hotel
Royalty Signs and Graphics

Budget Synopsis

With the dissolution of the shared office arrangement with LAMA, this budget year has been one of transition, which will continue through the FY 2003 budget as the board, office, and Budget and Finance Committee establish a foundation for the future. Although ALCTS will see a deficit for the current year, much of this deficit can be attributed to several factors, including adding one staff position to bring ALCTS to its full complement of four; increased expenses for the operation of the office and the association in general to reestablish us once again as a stand-alone association; ALA’s decision to bring the LRTS subscription processing back in-house, which incurred start-up costs and ongoing maintenance costs; and the overall economic climate in which ALCTS operated this year, which was reflected in a number of factors such as conference attendance, membership growth, and advertising revenue.

With a foundation in place, the ALCTS budget looks promising for the future. Several factors will help build on this: a thriving continuing education program, the continued development of preconferences, a revived publications program, and the continued careful monitoring of expenses. An association such as ALCTS is, of course, a professional organization that exists to serve its membership and provide its members with products, programs, services, and the opportunity for professional growth. However, ALCTS also is a business that must generate revenue and control expenses, just like any other business. Without a strong revenue base, ALCTS cannot fulfill its primary responsibilities to its members.

President’s Program

Edward Hallowell, a practicing psychiatrist, author, and Harvard Medical School faculty member, was the keynote speaker for the ALCTS President’s Program, “Cultivating the Human Moment in the Digital Age.” Responding panelists were Andrew Dillon, Graduate School of Library and Information Science, University of Texas at Austin; Michael Gorman, Library Director, California State University, Fresno; Olivia Madison, Library Dean, Iowa State University; and DeEtta Jones, Association of Research Libraries’s Director of Organizational Learning Services and Director of Diversity Initiatives. Hallowell cited examples of people who have worked successfully to restore face-to-face contact in their organizations and reflected on the strategic use of the human moment that adds color to our lives and helps us build confidence and trust at work.

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Council of Regional Groups

Jimmie Lundgren, Council of Regional Groups Chair, 2001–2002

This year the Council of Regional Groups (CRG) continued its traditional work of providing a forum at Midwinter Meetings and Annual Conferences for the representatives of the affiliated state and regional technical services organizations to report on their recent activities, compare notes, and get new ideas, as well as to receive reports on ALCTS activities and have opportunity for input. We also began in earnest the activities associated with implementing our parts of the ALCTS strategic planning process. The Speakers Bureau Committee, chaired by Elaine Yontz, was gratified early in the year to have the Speakers Bureau Directory, which they had worked so hard to improve and bring up-to-date, replace the earlier version on the Web site. Efforts continue to find more speakers and to keep the information current. Suggestions for additional speakers would be most welcome and can be submitted using the form online.

The Affiliate Relations Committee, chaired by Mike Nelson, continued to do a wonderful job of contacting the affiliated groups and getting the latest information from them for inclusion in the CRG Directory. They also worked to explore new ways the committee can use its interactions with the affiliates to better promote some of the ALCTS goals identified in the strategic planning process, as well as better serve the needs of the affiliated groups. The number and variety of the affiliated organizations make it a real challenge to keep up contacts, so please feel free to report any changes in the state or regional organizations to which you may belong to the new chair, Kuang-Hwei Lee-Smeltzer, if you do not find them in the directory.

In spring ALCTS president Bill Robnett asked CRG to develop a statement of its future, which has resulted in an ongoing planning and self-examination process by a small task group. CRG chair Jimmie Lundgren was invited to participate in the ALCTS executive committee meeting this spring, to discuss CRG and a brief future statement she had developed with the help of the CRG executive committee. Support by the ALCTS staff, especially our contact person Julie Reese, helps us realize our goal of a greater reliance on a more current Web site and an e-mail discussion list based on the CRG representatives and officers. This also paves the way for new areas of service. The development of the future study will continue under the new chair of CRG, Sharon Roberts, and in this effort we welcome comments and suggestions.

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Acquisitions Section

James R. Mouw, Acquisitions Section Chair, 2001–2002

The committees, subcommittees, and discussion groups of the Acquisitions Section (AS) pursued many activities and achieved many successes in fulfillment of their charges in 2001–2002. All chairs, members, and representatives are thanked for their dedicated efforts in support of AS, ALCTS, and ALA.

The Acquisitions Organization and Management Committee (Karen Wilhoit, chair) is working to plan a program for 2003 titled “What’s the Big Deal: Consortial Pricing,” which has been approved by the ALCTS Program Committee.

The Education Committee (Rhonda Glazier, chair) continued its work on a document outlining core competencies for acquisitions librarians. The committee refined previous drafts to distinguish which competencies should be applied to professional librarians, and which to paraprofessionals or clerks. A survey will be conducted, followed by recommendations for core competencies. The committee continued work on the acquisitions bibliography, and specific areas were assigned to members of the committee.

The Education Committee’s program planning group on the Business of Acquisitions preconference (Richard Jasper, chair) began work to plan for the next preconference to be held in Toronto in 2003. The theme will be “Working Together to Get It Done: Acquisitions Librarians As Collaborators.”

The Leadership in Library Acquisitions Award Committee (Nancy Gibbs, chair) selected Rosann Bazirjian as this year’s recipient, based on her extensive service to the profession and particularly for her leadership with the Charleston Conference. Nancy Gibbs, Knut Dorn (representing the sponsor, Harrassowitz), and James Mouw presented the award.

A full slate of candidates was presented by the Nominating Committee (Sally Somers, chair). A vice chair/chair-elect and two members-at-large were elected.

The Policy and Planning Committee (Jack Glazier, chair) continued its work to evaluate the various committees and discussion groups of the section. The three discussion groups are next to be assessed, with Gifts and Exchange first. The AS Executive Committee will work to evaluate the Policy and Planning Committee, which has not been reviewed since its establishment.

The Publications Committee (Julie Gammon, chair) does the majority of its work within various subcommittees. The Guides Subcommittee continues to work on several publications including guides to licensing, the purchase of out-of-print materials, as well as an in-print monograph guide. The Foreign Book Dealers Directory Subcommittee will conduct a survey to collect information to be included in an updated directory. The committee heard a report from the ALCTS office, including the information that permission must be sought before any Web address can be listed in the directory.

The Research and Statistics Committee (Scott Wicks, chair) continued planning for a program for 2003 Conference titled “Why Johnnie and Jane Can’t Get Published,” which was approved by the ALCTS Program Committee. This program will provide guidance for new researchers who are eager to be published. The committee also discussed the future of CAROL, the online bibliography of research related to acquisitions, and whether or not the committee should have some role.

The Technology Committee (David James, chair) held a successful program in Atlanta, “The Final Frontier: Creating Effective Interfaces between Library and Administrative Computing Systems,” which focused on payment transfer from library systems to central payment operations. They are beginning to plan a program for 2004. The committee continued their work on the development of a database to provide information about new developments and vendor automation, and the committee is in the process of contacting vendors for information to include in the database.

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Cataloging and Classification Section

Martha M. Yee, Cataloging and Classification Section Chair, 2001–2002

The Cataloging and Classification Section (CCS) is charged with contributing “to library service and librarianship through encouragement, promotion of, and responsibility for those activities of ALCTS relating to cataloging and classification of library materials in all formats and in all types of institutions” and “to plan and monitor CCS activities using the ALCTS strategic and tactical plans as a framework.” CCS made many contributions to fulfilling its charge during 2001–2002.

CCS spent time at both Midwinter Meeting and Annual Conference working on its portion of the ALCTS Tactical Plan in order to keep it current and accurate. The CCS plan includes items that cover continuing education, potential preconferences and institutes, publications, and possible future programs, as well as responsibilities for a continuing review of standards relating to cataloging and classification.

CCS sponsored a preconference on map cataloging in 2002, as well as a conference program titled “Year of the Horse: Next Phase in Pinyin Conversion” presented by the Cataloging Committee: Asian and African Materials (Alan Grosenheider, chair). According to reports from attendees, the preconference and program were extremely well attended and well received.

The Committee on Cataloging: Description and Access (CC:DA) (Kristin Lindlan, chair) continued its work on documents for the Joint Steering Committee for AACR2 and had several task forces working during the year, including the Task Force on Specific Characteristics of Electronic Resources; Task Force on Consistency across Part I of AACR2; Task Force on and Appendix of Major and Minor Changes; Task Force on ISO Harmonization; Task Force on the Rule of Three; and Task Force on Uniform Resource Identifiers and AACR2. CC:DA is planning a joint program with MARBI (Machine Readable Bibliographic Information) for 2003 titled “Don’t Be Dysfunctional: How to Put FRBR in Your Future,” as well as a preconference on Functional Requirements for Bibliographic Records (FRBR) for 2004.

The Subject Analysis Committee (SAC) (David Miller, chair) and the ALCTS office succeeded in making the machine-readable file of Guidelines on Subject Access to Individual Works of Fiction, Drama, etc. (GSAFD) records available. A link has been provided from the ALCTS SAC Web site to the site from which the records can be obtained by FTP. SAC also had subcommittees working during the year, including the Subcommittee on Fiction Guidelines, Subcommittee on Subject Analysis Training Materials, and Subcommittee on Subject Reference Structures in Automated Systems. The Subcommittee on Subject Analysis Training Materials is working on a program for 2003 to be titled “Training for Effective Subject Cataloging: A Preview of an ALCTS Program for Cooperative Cataloging Initiative,” and a possible preconference or training session for 2004. The Subcommittee on Subject Reference Structures in Automated Systems is planning a program for 2003 titled “Better than It Used to Be: Getting the Most Out of Subject References in the Online Catalog.” A new SAC Subcommittee on Semantic Interoperability was formed in May 2002. SAC is planning a Dewey Decimal Classification Edition 22 preconference for 2003 and is planning to participate in a similar preconference at the Public Library Association conference in 2004.

The Committee on Cataloging: Asian and African Materials (CC:AAM) (Alan Grosenheider, chair) requested a change to its charge, which was approved by CCS and the ALCTS board; instead of “with the exception of Asiatic U.S.S.R.,” the charge now reads “with the exception of Russia.” At the request of the Library of Congress, CC:AAM approved revised pinyin romanization guidelines, as well as the romanization of Batak that was reviewed in Cataloging Service Bulletin 92 (spring 2001).

The Committee on Cataloging of Children’s Materials (Gabriele I. Kupitz, chair) continued work on a new (fourth) edition of Cataloging Correctly for Kids.

The Committee on Education, Training, and Recruitment for Cataloging (Beth Picknally-Camden, chair) continued work on its mentoring program and is planning a program for 2003 titled “Growing Our Own: Mentoring for Cataloging.”

An addition to the charge of the Policy and Research Committee (Beth Jedlicka, chair) was made by CCS to “review CCS committee and discussion group charges and roles on a regular basis and make recommendations on potential changes to the CCS executive committee.” The committee began work on creation of a review schedule to monitor self-study of CCS committees on a regular basis. The committee also continued work on revising the ALCTS Research Topics in Cataloging and Classification: A Summary of the Literature, 1995–.

CCS discussion groups conducted a number of very lively and well-attended sessions at Annual Conference. The Catalog Management Discussion Group presented “Student Assistants in Catalog Management.” The Heads of Cataloging Discussion Group covered “Choosing an Electronic Journal Management System.” The Copy Cataloging Discussion Group discussed copy cataloging acceptance policies. The Cataloging and Classification Research Discussion Group examined Edward T. O’Neill’s case study of the FRBR entity-relationship cataloging model. The Cataloging Norms Discussion Group covered a range of topics including MARC 21, OPAC displays, metadata, and genre/form access.

CCS formed a task force chaired by Bob Maxwell that will begin working on training materials to support continuing education programs on name/title and series authorities during the coming year. The plan is for the task force to develop a program or workshop for 2004 Annual Conference to introduce the name/title authorities training materials to potential audiences.

This was a very successful year for CCS and thanks go to all of the CCS committees, their chairs and members, the CCS discussion group chairs, and the CCS representatives to ALCTS and other ALA committees for their hard work and intelligent decisions during the past year.

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Collection Management and Development Section

Louis A. Pitschmann, Collection Management and Development Section Chair, 2001–2002

In keeping with its stated mission to be responsible for “those activities of ALCTS relating to collection management and development, selection, and evaluation of library materials in all types of institutions,” the Collection Management and Development Section (CMDS) made it a priority to increase its efforts on many fronts during 2001–2002. The ALCTS strategic plan remains central to shaping CMDS priorities, many of which are cross-divisional.

CMDS Executive Committee members, recognizing that increased mentoring and clarity of purpose are essential to advancing the work of the section, carried through the following initiatives:

  • The chair asked that the executive committee review their future meeting times needed at Midwinter Meeting and Annual Conference, with an eye toward making more efficient use of committee members’ time at conference while placing greater emphasis on formal and regularly scheduled communication between conferences. It was decided to have two shorter meetings on Sunday mornings and to eliminate the Monday meeting time.
  • On June 14, 2002, the CMDS Executive Committee and chairs held a three-hour visioning session under the leadership of Louella Wetherbee, an outside consultant. The session focused on the identification of CMDS’s previous successful initiatives and opportunities for CMDS to advance its mission as well as the goals and priorities of ALCTS in general. CMDS executive committee and committee chairs will review and evaluate the summer notes from the visioning session and develop an action agenda for CMDS.
  • In consultation with Bob Nardini, chair of the Quantitative Measures for Collection Management Committee, the executive committee agreed at the 2002 Annual Conference that CAROL, an online clearinghouse of current research pertaining to collections and acquisitions, should move from CMDS to the division’s Publications Committee.

The following programs or initiatives began or came to fruition in 2001–2002:

  • In fall 2001 the Administration of Collection Development Committee (Cynthia Shelton, chair) conducted a survey of libraries’ various approaches to managing and financing electronic resources. Approximately two hundred responses were received, 85 percent of which came from academic libraries. Survey findings have been reviewed, and preliminary findings were reported at the Collection Development Librarians of Academic Libraries Discussion Group at 2002 Annual Conference. A formal analysis of the findings will be available in fall 2002 and should appear in a subsequent issue of the ALCTS Newsletter Online.
  • The Collection Development and E-resources Committee (Patricia Loghry, chair) is considering writing a series of practical guides pertaining to e-resource selection and management. The committee has been approached by RUSA to collaborate on writing a white paper on e-resource evaluative criteria. The committee is also considering a program for 2004 Annual Conference on content availability in consortia deals or in the so-called Big Deal.
  • The Quantitative Measures for Collection Management Committee (Bob Nardini, chair) presented a program at 2002 Annual Conference in Atlanta, “Measuring the New Measures: What Are the Implications for Collection Management?” Speakers described the ARL e-measures project and independent local initiatives for assessing the effectiveness of today’s electronic resources. The program was highly successful, attracting more than three hundred attendees. Cosponsor of the program was RUSA’s Collection Development and Evaluation Section.
  • The North American Title Count (NATC) Subcommittee (Cheryl Kern-Simirenko, chair) conducted its quinquennial survey during summer 2001. Data from that count is expected to be distributed to participants and available for sale in CD-ROM format by late August. Funding has been received from ALCTS to move the NATC to a Web-based product for the 2005 count. Data from the 2001 count will be used in developing and testing the Web-based format.
  • The Publications Committee (John Abbott, chair) has begun a more proactive approach to soliciting topics and identifying authors for future publications by e-mailing all CMDS members requesting their suggestions for future publications.
  • The Education Committee (Patricia Henderson, chair) is drafting competencies for collection management for use by practicing librarians and library science schools’ faculty. Their review of publications and SLIS syllabi is now completed. They expect to present draft competencies for discussion at the Midwinter Meeting of the Collection Development Librarians of Academic Libraries Discussion Group. The committee will invite a representative from ALISE to join that discussion.
  • The Collection Development Issues for the Practitioner Committee (John Abbott, chair) will cosponsor a program at the 2003 Midwinter Meeting on assessing, monitoring, and modifying approval plans.

The following CMDS titles have been published in 2001–2002:

  1. German, Lisa. Guide to the Management of the Information Resources Budget. Collection Management and Development Guides, no. 9. Metuchen, N.J.: Scarecrow, 2001.
  2. Lambert, Dennis L. Guide to Review of Library Collections: Preservation, Storage, and Withdrawal. Collection Management and Development Guides, no. 12. Metuchen, N.J.: Scarecrow, 2001.
  3. Munroe, Mary Hovas. Guide to Collection Development and Management Administration, Organization, and Staffing. Collection Management and Development Guides, no. 10. Metuchen, N.J.: Scarecrow, 2001.
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Preservation and Reformatting Section

Sue Kellerman, Preservation and Reformatting Section Chair, 2001–2002

The Preservation and Reformatting Section concluded another successful year celebrating its fifth year since the consolidation of two previous sections, Preservation of Library Materials Section (PLMS) and Reformatting of Library Materials Section (RLMS). The section continued its efforts to contribute to library services and librarianship through education, encouragement, promotion of, and responsibility for those activities of ALCTS relating to the preservation and reformatting of library materials in all types of institutions, and to provide leadership in the application of library technologies to ensure continued access to library collections.

Section activities for the year centered on three primary initiatives: implementing the ALCTS strategic plan developed last year, planning conference programming, and advancing publications. During the year, efforts were launched to raise awareness within the section about the strategic plan in an attempt to instill knowledge and understanding of the plan and its value as a planning tool not only for the division but also for the section. Section committees were indoctrinated in the use of the plan to review and track planned activities and achieved accomplishments and to report future tactical initiatives. Broad areas where the section contributed to the overall goals of ALCTS were in development, and promotion of standards and best practices, education and professional development and information exchange. Additionally, sectionwide processes were developed and set in motion to ensure consistent data collection throughout the section and to guarantee constant and regular updating of stated goals, objectives, and tactical plans. By implementing these actions, the section is well positioned to maintain the ALCTS planning document as a useful and usable tool.

Strong conference programming remained a vital activity for the section this year. The program “Dirty Books: Cleaning Stacks in Libraries,” offered during Annual Conference was exceptionally well received with standing-room-only attendance. Also during the year, progress was made in planning four conference programs for the 2003 ALA/CLA conference in Toronto. Programs slated for this conference include “Hands-on, Over, and Across: Preservation Education Abroad,” “Preservation Reformatting Options for the New Millennium,” “Repair Options for Circulating and Reference Collections” and the popular and often-repeated “Two Thumbs Up: Preservation Film Festival.” Committees organizing these programs have worked diligently to incorporate Canadian speakers and vendors into the presentations to ensure a homeland presence. Also of note, progress was made to present a preconference on mold for the 2004 Annual Conference in Orlando and another on repair options for public libraries for the 2005 Annual Conference.

Another area of achievement for the section this year was its efforts to contribute to the professional literature by approving two publication proposals— Cost Assessment Tool: A Guide to Cost Assessment of Library Preservation Activities and A Sourcebook for Library Binding. Both publications are scheduled for completion by summer 2003. Also of note, a third publication, Survey of Cooperative Preservation Groups in the U.S., is slated for review at the 2003 Midwinter Meeting.

Overall the section had a productive year. The strength and vitality of the section rises from its members. More than eighty dedicated members served the section, in leadership positions, as members of committees, discussion groups, or task forces, or as liaison representatives. The knowledge, time, commitment, and cooperative spirit of each person who served or participated in section activities significantly contributed to advancing the mission and goals of the section and of ALCTS this year.

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Serials Section

Susan Davis, Serials Section Chair, 2001–2002

A year goes by so quickly except when it comes time to write the annual report. The Serials Section (SS) has accomplished a lot and is often at the forefront of implementing new strategies and procedures, especially those involving new technology. My report is not an exhaustive list, but rather a savory sampler of SS endeavors during 2001–2002.

SS is working hard to make the ALCTS strategic and tactical plans integral parts of the section’s culture. Under the leadership of Laura Sill, chair of the SS Policy, Research, and Publications Committee, we are well on our way to thinking and acting strategically. I am pleased to note that Laura will become the new chair of the ALCTS Planning Committee, a real credit to Laura and the section.

As a matter of fact, we have initiated a review of the Policy, Research, and Publications Committee and its methods of dealing with the very broad range of functions noted in its charge. With the new responsibilities for updating the ALCTS tactical and strategic plans, the job of chair, and therefore representative to the ALCTS Planning Committee, can be overwhelming. The ALCTS board agreed to allow us to enhance the membership of the committee, and they charged the committee to review ways these rather disparate functions are covered elsewhere in ALCTS, to see if we can improve and enhance our committee structure. We hope to hear some suggestions from the committee next year.

Two very successful and well-attended programs were held at Annual Conference. “Negotiating Services and Prices: Perspectives from a Librarian, a Publisher, and a Vendor” was planned by the SS Acquisitions Committee to help work through the whys and wherefores of negotiating for service charges, package deals, and consortium arrangements. A five-hundred-seat room barely contained the eager audience for the “Introduction to AACR2 Revised Chapter 12,” planned by the SS Committee to Study Serials Cataloging. Expert and nationally prominent speakers described the new rules for electronic integrating resources and how to apply the new rules in real life situations.

The SS Education Committee saw the fruits of its labor posted on the ALCTS Web site in May 2002 when the revised and updated versions of the three syllabi listed on the Syllabi for Serials Librarianship page appeared. Next summer the committee is sponsoring five Serials Cooperative Cataloging Training Program courses as concurrent preconferences. The exact course offerings will be determined by the needs of registrants.

The Union Lists of Serials Committee celebrated its twentieth anniversary as a standing committee by reviewing the changes in union listing from the early paper-based products to today’s electronic environment.

The Research Libraries Discussion Group talked about ways of providing access to electronic journals at Midwinter Meeting and held a forum titled “Standards to Make Access Easier for Librarians and End-Users” at Annual Conference. The Journal Costs in Libraries Discussion Group held a discussion titled “Pricing Issues in the Twenty-First Century.” A task force to review the section discussion groups submitted its report. The recommendations will be considered for action during the coming year.

This year’s Bowker/Ulrich’s Serials Librarianship Award honoree is Eric Lease Morgan, University of Notre Dame. Susanna Flodin from the Oregon Institute of Technology is this year’s First Step Award recipient, presented to a serials librarian of promise and potential. The Worst Serial Title Change Awards wrapped up the ALCTS awards ceremony with a humorous list of problematic title changes during this past year. See www.ala.org/alcts/organization/ss/worst.html for a complete list of all the notables from 1984 to date.

The Committee to Study Serials Standards continues to maintain a Serials Standards Bibliography on the ALCTS Web site.

Other programmatic efforts to be realized next year include a symposium on “Managing Electronic Resources: Meeting the Challenge” at the 2003 Midwinter Meeting and “Pig in the Poke III” at the 2003 Annual Conference.

A new tradition was inaugurated at Annual Conference with an informal social hour for those active in the section (committee members, liaisons, representatives, executive board members, and guests) as well as our two award winners. We had a lot of fun meeting the winners in person, visiting with each other, and enjoying some of Atlanta’s fine hospitality.

I would like to recognize and thank all those who participated in section activities this year, especially the executive board, liaisons, representatives, and committee chairs and members. The Serials Section will be in good hands with next year’s chair, Carolynne Myall.

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