Letters from ALCTS

ALCTS Newsletter Online v.18 no.1

  • From the Editor

  • From the President

  • From the Office

Election Announcements

2007 Election Announcements

  • ALA Presidential Candidates

  • Candidates for ALCTS President

  • Nominees for ALCTS Division and Section Officers

  • ALCTS Members Running for Council

Midwinter 2007 Reports

  • Discussion & Interest Groups

  • ALCTS Committees

  • Forums and Programs

  • Liaisons & Representatives

  • ALCTS Councilor's Report

  • Board Key Actions

News & Features


  • My ALCTS Experience: Carlen Ruschoff

  • Cataloguing 2007: Back to the Basics and Flying into the Future



  • Registration is Open for the ALCTS National Conference

  • ALCTS Subject Analysis Committee Establishes New SAC Subcommittee and Listserv on the Future of Subject Headings

  • ALCTS Paper Series Editorial Board Appointed

  • ALCTS Announces 2007 Preconferences

  • ALCTS Seeks Proposals for 50th ALCTS Anniversary Conference Poster Session

From ALA

  • ALA Continuing Membership

From the Profession

  • LC Launches RSS Feeds

  • OCLC Members Council Meets in Quebec City

  • OCLC to Host CERL Hand Press Book

  • ARL Issues Brief Regarding Association of American Publishers’ PR Campaign Against Open/Public Access Initiatives

  • ARL Executive Director Duane E. Webster to Retire

Now Available

  • Analysis of Proposed CONSER Standard Record in the Context of RDA Now Available

Calls for Participation

  • Applications for MLS Stipends Sought by ARL Initiative to Recruit a Diverse Workforce

  • Library Review "Voices of the New Library Professionals": Call for Papers in Special Issue

  • Feedback Wanted on White Paper Issued by the Digital Library Federation’s ERMI Phase 2

ALCTS Newsletter Online v.18 no.1

mary beth weber, ano editor

From the Editor

Mary Beth Weber, Editor

Midwinter News and More

The ALA Midwinter Meeting in Seattle was filled with meetings and events that discussed our future and celebrated our past, ranging from the “Definitely Digital Symposium” to the Forum on the Future of Cataloging to the 50th Anniversary Forum and the Member Reception. This issue of ANO provides post-Midwinter coverage of events and meetings, including interest and discussion group reports, committee reports, liaison reports, and reports on programs and forums. There are many activities taking place within ALCTS as revealed in the numerous conference reports.

Here are some highlights from this issue:

  • Read Carlen Ruschoff’s “My ALCTS Experience” column where she describes her involvement in ALCTS starting as a new cataloger and progressing to chair of the Cataloging and Classification Section, and later ALCTS President. She encourages members to volunteer, get involved, and (most of all) have fun.
  • A report on the conference “Cataloguing 2007: Back to the Basics and Flying into the Future” which recently took place in Iceland, and featured Barbara Tillett as the keynote speaker. Thanks to Alison Hitchens who had the enviable job of writing this report.
  • See the “News” section for information on the upcoming ALCTS National Conference, including programs and poster session applications.
  • See the “Now Available” section in “News” for professional opportunities and information, including a white paper by the Digital Library Federation Electronic Resource Management Initiative (ERMI) Phase 2 Steering Group.

I extend thanks to the many people who reported on the various events that took place at the Midwinter Meeting.

ALCTS Newsletter Online v.18 no.1

bruce johnson, alcts president

From the President

Bruce Johnson, ALCTS President

“The times, they are a-changin'”

As we gathered recently in Seattle, I was frequently reminded of the 1964 Bob Dylan song that began,

“Come gather ‘round people
Wherever you roam
And admit that the waters
Around you have grown
And accept it that soon
You'll be drenched to the bone.
If your time to you
Is worth savin’
Then you better start swimmin’
Or you'll sink like a stone
For the times they are a changin’.”

So much is happening that is changing the landscape of libraries and librarianship, and it is not limited to collection development, preservation, and technical services. In listening to our colleagues in RUSA, YALSA, and LAMA, the concerns about whether we will continue to be relevant are consistent and urgent.

If that is the bad news, the good news is that we are the masters of our own fates (at least if we let ourselves take on that role.) A particularly encouraging survey of the intellectual lay of the land was present in the ALCTS pre-conference, “Definitely Digital: An Exploration of the Future of Knowledge on the Occasion of the ALCTS 50th Anniversary.” Herewith are some random thoughts that percolated to the surface in Seattle, mostly from the ALCTS pre-conference but also from some other moments:

If it is not online, it will not be read. Just because it IS online does not necessarily mean that it will be read there either. – James Hilton.
You tend to think that others see your website as their sole focus. Library websites by in large are really tailored to the needs of library workers, not the “drive-in” user. – Lorcan Dempsey
The structure of libraries will continue to undergo chaotic, continuous change. Libraries should restructure access to reflect anticipated use. They will need to focus much more on personal and organizational development. – Lorcan Dempsey
Technology is no longer the “elephant in the room.” Technology IS the room.” – Meg Bellinger
Knowledge-sets needed for the future: knowledge management, technology, quantitative research methodologies, teaching and consultation and outreach, project management. – Meg Bellinger
“Don’t worry about what anyone else is going to do ... The best way to predict the future is to invent it.” – Alan Kay, 1971
The cost of making something available is in inverse proportion to the cost of obtaining it. Our processes are not designed to determine the level of effort that should be invested in making something available. – Bob Wolven
Traditional views of process (e.g. acquisition, cataloging) constrain how we conceptualize what we do. We need to focus on outcomes rather than process since this is not bound by past practice. – Bob Wolven
Staff who are unprepared for change will be left behind. We need to create an environment where process innovation is the norm. Our staff is currently very task oriented ... but they should be goal oriented. – David Nuzzo
Most libraries lack staff for digital preservation. Most libraries are doing digital “projects” rather than digital “programs.” All digital efforts should include preservation planning. – Tom Clareson.
The goal of searching is getting people to related “stuff.” Systems being developed now should support the way people search. Searching should be able to support exploration across data type boundaries: facet where metadata exists; cluster where it doesn’t. The discovery layer should resolve to the catalog ... and then to the information. – Taiga 2

If there is a single truth in the above, it might be that that comfortable spot that we have lovingly built for ourselves based on past experience, and which we know to be true, is in danger of becoming obsolete. The OPACs that we built in the 80s and 90s are now seen as digital dinosaurs since many feel that they only support how librarians work, rather than how hit-and-run library users seek information.

The temptation among those who are enamored with new technologies is to assume that traditional library skills have no place in the library of the future. Nothing could be further from the truth. Computers are able to do things much faster than human beings ... but they have less cognitive skill than the average two year old. Our ability to analyze and organize information is the basis for what most people interpret as “user-friendly” systems. Organization of knowledge enables people to find the RIGHT information, assuming that the system framework is able to connect the person to the actual information (as opposed to its surrogate.)

As Professor Arlene Taylor wrote in 1993, “The future is longer than the past.” Let us apply our hard-won understanding of information architecture to influence future system development that lets library customers search for information in a manner that is intuitive to them. That system has not been built yet, but we are just the ones to do it.

“The line it is drawn
The curse it is cast
The slow one now
Will later be fast
As the present now
Will later be past
The order is
Rapidly fadin’.
And the first one now
Will later be last
For the times they are a changin’.”

ALCTS Newsletter Online v.18 no.1

charles wilt, alcts executive director

From the Office

Charles Wilt, ALCTS Executive Director


If you look at Hopper's Nighthawks (1942, Art Institute of Chicago), what strikes you is the way he uses light. It shadows the figures. It is that high intensity “diner” light that everyone who has ever been in one knows. It brings your eye directly into the space occupied by the inhabitants of that “diner” environment. Light emphasizes or de-emphasizes. Light can focus us on a specific or illuminate the whole. But what of the other light; the light that informs, is a realization, is an idea.

We, as an association, deal in light, but we do not think of it as such. We talk about informing people, transferring information, but what we are doing is to bring light to someone. We do this by providing opportunities for people to learn, interact, read, consider, think, and be inspired. We do this through programs, publications, volunteering, and networking.

Maybe this does not make much sense, but when you consider that by doing what we do (I mean ALCTS as an organization) we are guiding people into new areas of interest, exposing them to new ways of doing things, in effect, lighting their way down a path that they may not have taken. I will stop slightly short of an epiphany moment, like Paul on the road to Damascus. It is however helping individuals to expand their horizons a bit. We shed light on issues for those not involved. Consider the popularity of our forums and programs. We spotlight our rich heritage. This year is particularly important for celebrating our accomplishments, our members, and our future.

It is the very nature of an association like ALCTS to spread light into, shed light on, enlighten, highlight, light a pathway, and be a source of light. It is also the very nature of ALCTS to be light (as in nimble or having nimble-osity or nimbility) with a touch of light (as in not serious).

ALCTS Newsletter Online v.18 no.1

Election Announcements

ALA Presidential Candidates for 2007–2008

Seeking the 2007–2008 ALA presidency are Nancy Davenport, interim director of library services at the District of Columbia (D.C.) Public Library and James Rettig, University Librarian at the University of Richmond in Virginia.

nancy davenport, candidate for ala presidentNancy Davenport

Davenport served on the ALA Executive Board from 2002 to 2005 and was elected to the ALA Council for the 1999–2002 term. She also chaired the ALA Constitution and Bylaws Committee in 2000. She was president of the Federal Librarians Round Table in 2001 and chaired the Membership Committee of the Library Administration and Management Association (LAMA) from 1985 to 1987.

Prior to her tenure at the District of Columbia Public Library, Davenport served as president of the Council on Library and Information Resources (2004–2006) and was co-dean at the Frye Leadership Institute from 2005 to 2006. She worked at the Library of Congress (LC) for more than 30 years, including serving as director of acquisitions (1998–2004), as acting chief of Rare Books and Special Collections, and acting chief of Prints and Photographs. Additionally, Davenport was employed in senior positions at the LC’s Congressional Research Service.

Davenport has been appointed to the National Historical Records and Publications Commission by President Bush and also serves on the board of directors of the National Information Standards Organization. She was named Distinguished Alumnus by West Virginia University in 2005. Davenport holds a master’s in library science from the University of Pittsburgh.

james retig, candidate for alcts presidentJames Rettig

Rettig served on the ALA Executive Board from 2003 to 2006 and was elected to three terms on the ALA Council. He served as chair of the ALA Committee on Organization (2000–2003) and ALA Publishing Committee (1997–1999). Rettig is a past president of the Reference and User Services Association (RUSA) and chaired the Association of College and Research Libraries (ACRL) News Editorial Board from 1986 to 1988.

Prior to his tenure at the University of Richmond in 1998, Rettig held administrative and public service positions at the College of William and Mary, the University of Illinois at Chicago, the University of Dayton, and Murray State University. He wrote the monthly "Current Reference Books" review column in Wilson Library Bulletin, and continued online as "Rettig on Reference" for 18 years. He was a member of the OCLC Reference Services Advisory Committee from 1992 to 1995.

Rettig received the Distinguished Alumnus Award this year from the University of Wisconsin-Madison School of Library and Information Studies. He also has received ALA’s G.K. Hall Award for Library Literature, RUSA’s Mudge Citation and Shores-Oryx Press Award, and Online Magazine’s author award. He holds a master’s degree in English from Marquette University and a master’s in library science from the University of Wisconsin-Madison.

ALA members current as of January 31 will vote on the spring ballot. The candidate elected will serve as ALA president-elect for 2007–2008 and as president the following year.

ALCTS Newsletter Online v.18 no.1

Election Announcements

Candidates for ALCTS President: John K. Duke and M. Dina Giambi

john duke, candidate for alcts presidentJOHN K. DUKE

Candidate’s Statement

The fiftieth anniversary of ALCTS is a milestone. It is instructive, humbling, and even inspiring to look at the past to see where we have been, but it is more arduous to shape the future that we will become. "Traditional" library services are changing. There is no guarantee that the generation now entering the profession will be managing libraries as they have historically been structured; rather, new concepts for collecting, organizing, and preserving materials will be required. My interest in the ALCTS presidency is motivated by a desire to collaborate with members on envisioning the future by promoting strong education programs, lively and rigorous publications, meaningful standards, and responsive technology that enhances our work. Above all, we must recruit and mentor the next generation of library leaders to enable them to stand upon the shoulders of our predecessors to build the library of the future with understanding, creativity, and flexibility.


University of California Los Angeles, MLS, 1978; University of California Santa Barbara, BA (English), 1974.

Current Position

Senior Associate University Librarian, Virginia Commonwealth University Libraries, 2004-present.

Previous Positions

Associate University Librarian, Virginia Commonwealth University, 1990-2004; Head, Bibliographic Control Dept., Virginia Commonwealth University, 1984-90; OCLC Systems Specialist and Cataloger, Iowa State University, 1979-83.

ALA Activities

ALA: Member, Publishing Committee, 2006-Present; ALCTS: Director-at-Large, Board of Directors, 2003-06; ALCTS: Member, Research and Statistics Committee, 2002-04; ALA: Member/Chair, Web Advisory Committee, 2000-04; ALCTS: Member, CCS Nominating Committee, 2002-03; ALCTS: Member, Electronic Communications Committee, 1998-2001; ALCTS: Member, Task Force on the Use of Electronic Communications, 1996-97; ALCTS: Chair-elect/Chair/Past Chair, CCS Executive Committee, 1993-96; ALCTS: Chair, LRTS Editor Search Committee, 1991-93; ALCTS: Member, Committee on Cataloging: Description and Access, 1989-93; ALCTS: Member, Piercy Award Jury Committee, 1991-92; LITA: Chair/Vice-Chair, Innovative Microcomputer Support of Cataloging Interest Group, 1988-90; RTSD: Member-at-Large, CCS Executive Committee, 1984-87; RTSD: Member, Planning and Research Committee, 1984-85; RTSD: Member, Research Committees Task Force, 1984-85; RTSD: Member/Chair, Policy and Research Committee, 1981-85.

Offices Held Outside of ALA

ASERL: Member, Electronic Archiving Committee, 1996-98; VIVA: Member, Technical Issues Subcommittee, 1994-98; Richmond Academic Library Consortium: Member, Finance Committee, 1991-92; Mid-Atlantic AIDS Education & Training Center: Member, Advisory Committee, 1990-92; Iowa Library Association: Member, Resources and Technical Services Section Catalog Problem Exchange Committee, 1982-83; Richmond Academic Library Consortium: Member, Nominating Committee, 1991; Virginia Council of Health Sciences Librarians: Vice-Chair, 1991; Iowa Library Association: Vice-Chair, Resources and Technical Services Section Computer Section, 1983; Iowa Library Association: Member, Resources and Technical Services Section Program Planning Committee, 1981.


"NAF Card: A Microcomputer Based Reference Card Generator," Technical Services Quarterly, Summer 1984; Co-author with Arnold Hirshon, "Policies for Microcomputers in Libraries: An Administrative Model," Information Technology and Libraries, September 1986; "Sprint: A Microcomputer Program for Producing Call Number Labels," Information Technology and Libraries, March 1991; "Authors and Names: Multiple Pseudonyms in AACR2," Cataloging & Classification Quarterly, Fall 1980; Co-author, presented by Xiaochang Yu, "Automated Thesis and Dissertation Processing," ETD2005: Evolution through Discovery (8th International Symposium on Electronic Theses and Dissertations: Sydney, Australia), August 2005; "Slow Revolution: The Electronic AACR2," Library Resources & Technical Services, April 1994; Co-author with Xiaochang Yu., "Authenticating Users Inside and Outside the Library: Implementing a Proxy Server," Internet Reference Services Quarterly, 1999; "Access and Automation: The Catalog Record in the Age of Automation," The Conceptual Foundations of Descriptive Cataloging (Academic Press), 1989; Co-author with Karen Roughton, "Analytical Access: Old Problems, New Frontiers," Projects and Procedures for Serials Administration (Pierian), 1985; "AACR2 Serial Records and the User," AACR2 and Serials: The American View (Haworth), 1983.

Honors, Awards, Prizes, Medals, Citations

Esther J. Piercy Award, 1987; Phi Beta Mu, 1978; Phi Beta Kappa, 1974.


Beyond my work in helping to develop the research library at Virginia Commonwealth University, there are several activities outside of ALA of which I am proud. I worked extensively on the first electronic version of AACR2, marking the text up in SGML. When AACR2 was implemented, I was one of the trainers who helped Iowa librarians master the new set of rules. I have been closely involved with the Virtual Library of Virginia (VIVA), serving on the technical committee since its founding in 1994 and being primarily responsible for its Web presence. I have coordinated the collection of library statistics for the Association of Southeastern Research Libraries since 1999. They do not appear in my list of publications, but I have spoken widely in a number of different forums and panels over the years on AACR2, cataloging, computers, and library automation, as well as serving as a peer reviewer for several library publications.

dina giambi, candidate for alcts presidentM. DINA GIAMBI

Candidate’s Statement

As the Chair of the ALCTS Leadership Development Committee, I worked to encourage the involvement of new members in charting ALCTS’ future direction. ALCTS must continue to provide high quality information to its members through outstanding publications and programming tailored to the current and future needs of its membership. Our success in this will assure a healthy association that continues to attract new members. As we redefine the services and resources that are offered in today and tomorrow’s library, the challenge will be to rethink the essential roles represented by the specializations within ALCTS. Enhancing the collaboration and dialogue within ALCTS and with other ALA divisions will be a key to our success. It would be an honor to serve you as President of ALCTS in this exciting time of transformation and I pledge to work to continue the process of building an even more effective association.


The Catholic University of America, MSLS, 1978; Trinity College, B.A. in History, 1972.

Current Position

Assistant Director for Library Technical Services, University of Delaware Library, 1992–present.

Previous Positions

Head of Acquisitions and Serials, Kent State University Libraries, 1989–92; Head of Serials, Missouri State University Library, 1986–89; Serials Librarian, Dumbarton Oaks Research Library, Trustees for Harvard University, 1978–86.

ALA Activities

Association for Library Collections and Technical Services (ALCTS): Director-at-Large, Board of Directors, 2005–07; ALCTS: Chair, Leadership Development Committee, 2003–05; ALCTS: Member, Acquisitions Section, Nominating Committee, 2003–04; ALCTS: Member, Leadership Development Committee, 2002–03; ALCTS: Chair, Acquisitions Section, 2000–01; ALCTS: Chair, Acquisitions Section, Acquisitions Organization and Management Committee, 1997–99; ALCTS: Member, Acquisitions Section, Acquisitions Organization and Management Committee, 1995–97; ALCTS: Chair, Preservation and Reformatting Section, Micropublishing Discussion Group, 1994–95; ALCTS : Chair, Reproduction of Library Materials Section(RLMS), Micropublishing Committee, 1993–94; ALCTS: Liaison from RLMS Micropublishing Committee, Publisher/Vendor-Library Relations Committee, 1993–94; ALCTS: Member, RLMS, Micropublishing Committee, 1991–93.

Offices Held outside of ALA

PALINET: Member, Finance Committee, 2003–05; Blackwell/NOTIS Special Interest Group: Chair, 1992–95; OhioLINK: Member, Acquisitions and Serials Control Committee, 1990–92.

Membership in Other Professional and Related Organizations:

Delaware Library Association, 1992–Present; ACRL/Delaware Valley Chapter, 1992–Present; Association of College and Research Libraries, 1978–Present.


"Serials," Magazines for Libraries, 7th–14th editions (R.R. Bowker), 1992–2005.

Honors, Awards, Prizes, Medals, Citations

ALCTS Presidential Citation, 2005.

Accomplishments: As an advocate for leadership development and volunteerism, I initiated the first ALCTS Volunteer Forum that has been held at ALA Midwinter Meetings since 2004. This event gives members interested in a committee assignment the chance to meet the division and section appointing officers and to better understand the appointment process and the opportunities that are available in ALCTS. I have also been the chair or co-chair and moderator of several successful ALCTS programs that received high marks from attendees and program reporters. These include: “Prepare, Negotiate, Evaluate, Succeed: The Many Sides of the Negotiation Table!,” “Charge It!: Going Plastic in Acquisitions,” and “Effective Committee Management: Basic Skills for Success.”

Newsletter Online v.18 no.1

Election Announcements

Nominees for ALCTS Division and Section Officers 2007


Following is the slate of candidates for ALCTS division and section offices for the 2007 elections.

   ALCTS Division


John K. Duke, Virginia Commonwealth University Libraries

M. Dina Giambi, University of Delaware Library


Beth Picknally Camden, University of Pennsylvania

Lauren Corbett, Emory University

   Acquisitions Section


Sha Li Zhang, University of North Carolina - Greensboro

Robert Alan, Pennsylvania State University


Joyce G. McDonough, Columbia University Libraries

Sherry Sullivan, H.W. Wilson


Jeanne Harrell, Texas A&M University

Ann Doyle Fath, Getty Research Institute

   Cataloging and Classification Section


Matthew Beacom, Yale University

Lori Robare, University of Oregon


Rebecca L. Mugridge, Penn State University

Diane Baden, Boston College


Natalie Sommerville, Duke University

Tony Olson, Northwestern University

   Collection Management and Development Section


Wanda V. Dole, University of Arkansa at Little Rock

Genevieve S. Owens, Williamsburg Regional Library


Susan E. Thomas, Indiana University South Bend

Adrian K. Ho, University of Houston

   Council of Regional Groups


Susan Mueller, University of Idaho

Janet Lee-Smeltzer, University of Maryland Baltimore County


Sue Anderson, Eastern Washington University


   Preservation and Reformatting Section


Cathleen L. Martyniak (Mook), University of Florida

Walter Cybulski, National Library of Medicine


Kate Elena Contakos, New York University

Mary Ellen Starmer, University of Tennessee


Jean Ann Croft, University of Pittsburgh


   Serials Section


  • Lori Osmus Kappmeyer, Iowa State University
  • Felicity Ann Dykas, University of Missouri-Columbia


  • Marguerite (Maggie) E. Horn, State University of New York-Albany
  • Gary Ives, Texas A&M University

ALCTS Members on Ballot for ALA Council

The following ALCTS members have been nominated or are petition candidates for ALA Councilor in the spring 2006 election. ALCTS members are encouraged to vote for these candidates to increase ALCTS’ voice in ALA affairs.

  • John C. DeSantis Cataloging & Metadata Services Librarian Dartmouth College Hanover, NH
  • Allene Hayes Digital Projects Coordinator Library of Congress Washington, DC
  • Janet Swan Hill Associate Director, Technical Services University of Colorado Libraries Boulder, CO
  • Bernard A. Margolis President Boston Public Library Boston, MA
  • Sandra (Sandy) Olson Library Supervisor University of Central Arkansas Torreyson Library Conway, AR
  • Cristina Ramirez Collection Librarian for Social & Behavioral Sciences Virginia Commonwealth University Richmond, VA
  • John J. Riemer Head, Cataloging & Metadata Center University of California, Los Angeles Los Angeles, CA
  • K.R. Roberto Cataloging Librarian University of Georgia Libraries Main Library Athens, GA
  • Clara Sitter Associate Clinical Professor University of Denver Denver, CO
  • Manuel Urrizola Head of Monograph Cataloging University of California Irvine Libraries Irvine, CA

ALCTS Newsletter Online v.18 no.1

Midwinter 2007 Reports

Discussion and Interest Groups Report on Meeting Activities in Seattle

Below are abstracts of the activities of ALCTS discussion and interest groups that took place during the 2007 ALA Midwinter Meeting, January 19–24, in Seattle based on reports received by the editor as of February 6, 2007. Contact information for interest and discussion group chairs and members may be found on the ALCTS Organization menu on the ALCTS home page; in addition, some committees post minutes and other documents pertinent to their work on their Web pages. For information on committees not listed below, go to the ALCTS Organization menu and follow the links through to the appropriate section.    

   Division Discussion & Interest Groups

Authority Control Interest Group (ACIG)

The LITA/ALCTS CCS Authority Control Interest Group met on Sunday, Jan. 21, 2007. A business meeting followed. The attendance varied throughout the afternoon; the highest count was 130. (There is an overlap between the audience ACIG attracts and those who attend the PCC meeting that begins at 4:00pm; scheduling the meeting beyond 3:30 is problematic.)

The meeting began with an update from Ann Della Porta, Assistant Coordinator of the ILS Program at the Library of Congress (LC) on issues related to authorities. These included, in part, a snapshot of statistics from the Database Improvement Unit, changes to subject headings for God, Greek and Chinese characters added to LCC, and non-roman data in authorities. An opportunity for questions was provided following her report. The OCLC update was distributed as a handout prepared by Glenn Patton and Becky Dean. It provided news on Z39.50 access for name and subject authority records, the authority history database, and the OCLC terminologies service.

The bulk of the meeting consisted of presentations by three individuals, each representing a company that offers authority processing. The panelists were:

  • Mary Mastraccio, Cataloging and Authorities Librarian, MARCIVE, Inc.
  • Marsha Hunt, Database Services Librarian, Library Technologies, Inc.
  • John Reese, Product Manager, Authority Control Team, Backstage Library Works

Panelists responded to a common set of “twenty questions” that ACIG had prepared and sent to them in early December. Read the speaker’s presentations.

The LITA Program Planning Committee has vetted the ACIG program scheduled for ALA Annual in Washington, D.C. The program title is “Authority Control Meets Faceted Browse.” It is intended to introduce the audience to facet theory, showcase implementations that use faceted approaches for online catalogs, and facilitate discussion on the relationship between structured authority data (LC NACO NAF and SAF) and this type of navigation.

Confirmed speakers include:

  • Kathryn La Barre, Ph.D., Graduate School of Library and Information Science, University of Illinois at Urbana-Champaign. Kathryn’s dissertation research explored the use of facet theory by information architects building commercial websites (see http://leep.lis.uiuc.edu/publish/klabarre/overview.htm). Kathryn will introduce or re-introduce the legacy theory of faceted analysis and classification to the audience.
  • Charley Pennell, Principal Cataloger for Metadata, North Carolina State University (NCSU). Charley has been part of the Endeca Implementation Team at NCSU and will share his experiences related to that implementation and NCSU’s authority files.
  • Mary Charles Lasater, Authorities Coordinator, Vanderbilt University. Vanderbilt is a developmental partner with Ex Libris for Primo. Mary Charles will share her experiences with Primo’s faceted browse feature.

Three speaker invitations are currently pending. An additional speaker who has experience with a Siderean implementation, plus another who has developed an open source tool, WPopac, that facilitates faceted browse have been invited. The intention is to reframe the current understanding of faceting, and to take a fresh look at our authority structures and data related to its ability to be repurposed to support these newly possible types of displays. Speakers will be our own experts (librarians, rather than vendors).

ACIG’s current Vice Chair/Chair-Elect is Edward Swanson, and he will assume the office of Chair after ALA Annual in Washington, D.C.

Automated Acquisitions/In-Process Control Systems Discussion Group

The discussion topic was: FRBR: Will it positively impact Acquisitions? If so, how, and what will it take to get there?

Discussion Group Chair, Dan Miller of Blackwell's Book Services, greeted guests at the door and distributed handouts of the Entity Relationships in FRBR. Attendance included a total of sixty-four guests, the chair, and three panelists.

The panelists were:

  • Angela D’Agostino, Vice President of Business Development and Marketing for R.R. Bowker
  • Ted Fons, Acquisitions Product Manager at Innovative Interfaces
  • Eric Redman, IT Architect for Blackwell’s Book Services

Opening remarks were made by Dan Miller, who introduced the panelists and provided a brief overview and history of FRBR.

Miller’s remarks included background information he obtained from a document prepared by the IFLA Study Group entitled Functional Requirements for Bibliographic Records: Final Report. This document was the result of a 1990 seminar in Stockholm that focused on the bibliographic record to answer the following questions: What did it aim to do? What are the basic levels of functional and data requirements?

The group concluded that during the previous several years the environment for cataloging standards has changed dramatically. They noted that the bibliographic record was used not only by libraries, but also by publishers, distributors, and retailers. Furthermore, it has a wide range of application such as collection development and acquisitions. The group recommended a basic bibliographic record that would allow agencies to reduce their costs through creation of briefer records, while ensuring user needs are met. FRBR was developed to meet these requirements.

FRBR represents an attempt to apply relational database modeling techniques to bibliographic information by defining entities, relationships, and attributes. FRBR also recognizes the tasks necessary for making use of bibliographies and catalogs: the ability to find, identify, select, and obtain resources. There are three groups of entities in FRBR. Miller’s focus was on the first group of entities: the products of intellectual endeavor that are described in bibliographic records.

Miller described each entity within this first group:

  • Work: An abstract entity; the intellectual creation that lies behind the various expressions of the work.
  • Expression: The intellectual realization of a work; the form that a work takes.
  • Manifestation: The physical embodiment of an expression of a work.
  • Item: A single exemplar of a manifestation; a concrete entity; individual copies of a manifestation.

The discussion was then turned over to the three panelists. Ted Fons, Innovative Interfaces, was the first speaker. He said FRBR was first developed at Innovative as a tool for cataloging. At Innovative, although there was interest in developing the tool for the staff side, there was even more interest in developing it for the public side. The tool was successfully developed for the staff side, but a usable tool for the public is still in development. The staff tool represents the four FRBR categories, work, expression, manifestation, and item in a nice tree structure.

For collections folks in particular, FRBR is a great tool because it gives a nice representation of the staff’s holdings in a glance. In the FRBR view, entities such as language, format, etc. are all represented. The biggest advantage of FRBR representation for them is that it deals with a lot of intellectual items that cascade downward. It is particularly useful for the law library, making it easy to find the items. The tool has been extremely useful on the staff side because it speeds up the searching/finding process.

The second speaker was Eric Redman, Blackwell’s Book Services. Redman has worked at Blackwell’s for over twenty years. His talk focused on the use of FRBR from the bookseller's perspective. In 2000, Blackwell’s was facing the problem of an aging system. They needed a suitable alternative for representing their database holdings. Rather than displaying just titles of books, they wanted to display works. A new database was designed to gather information about books into a works family. This new database, designed on the FRBR model, allowed Blackwell’s to display all related data at hand, including new titles from the publisher, etc. This enables the vendor to link and deduplicate orders across the work family.

An online tool is used for linking by dragging things, such as expressions, and putting them where they belong under the correct work in Blackwell’s internal database. From the vendor's perspective, this is helpful, not only for deduping, but also for making a single full-text preview available for any manifestation of a work on Blackwell’s web-based Collection Manager selection and ordering system. Although this new tool is currently in use at Blackwell's by the staff, they are still experimenting with how to present the data to the customer. It would require users to learn the vocabulary of FRBR. Blackwell’s also hopes to receive information from its publishers early in the cycle that would identify like manifestations.

The last speaker, Angela D'Agostino, is part of a consortium that submitted a proposal to the International Standards Organization (ISO) for appointment as the International Registration Authority for the International Standard Text Code (ISTC). While ISTC is not, strictly speaking, part of FRBR, it may play an important role in its implementation. The ISTC will be used for the efficient identification of textual works. A specific code will be applied to a text work and all its manifestations. Codes can be assigned in advance for anything textually generated. The reason for establishing the ISTC is threefold: search and retrieval, rights and permissions, and publisher work flow. It has taken a long time to get the ISTC off the ground because a central repository needs to be established to prevent publishers from using duplicate numbers (similar to ISBNs). An RFP for developing a central repository ISO standard should be published this year and rolled out by the end of 2007. FRBR relates to the ISTC because it is a clear process that identifies manifestations and works that need to be identified with the ISTC.

Questions were then taken from the audience.

  • Question: What can libraries do to impress upon publishers some interest in FRBR and ISTC?
    Answer: Let them know it will help them to find all manifestations available to them.
  • Question: Is the FRBR tool available from the Innovative [Website]?
    Answer: No. It needs to be installed on one’s system. It is not currently available for OPACs. A library would need to request it from Innovative.
  • Question: Are any Innovative libraries using the tool?
    Answer: Only one European library.
  • Question: Is the Innovative index and display only on the deconstructed record and then FRBRized at the bibliographic level?
    Answer: Data is stored in records for appropriate display.
  • Question: Why does FRBR seem to have fallen off the radar?
    Answer: It has not caught attention.
  • Question: How will ISTC find home in MARC records?
    Answer: We need to first establish values, and then work on technical implementation.
  • Question: Who will assign ISTC numbers?
    Answer: A central registry will assign them. The numbers will be distributed in a manner similar to that used for ISBNs.
  • Question: How are publishers responding to the ISTC?
    Answer: Publishers are using it to help libraries have alternative selections. This helps publishers sell more books.
  • Question: Is the ISTC applied to digitized versions of a manifestation? Does it have a separate ISTC?
    Answer: No. Different manifestations link to one ISTC. This is complicated when applied to digital resources. For example, since many e-books are now being distributed by chapter, some feel each chapter should have its own ISBN. There is also disagreement about this approach.
  • Question: Do you have a sense of whether OCLC has any plans to take up the retrospective issue [ISTC assignment]?
    Answer: Not at this time.

Catalog Form and Function Interest Group

The ALCTS Task Force on Non-English Access and the Catalog Form and Function Interest Group co-sponsored a forum on the Task Force’s report at the ALA Midwinter Meeting on Saturday, January 20. Sixty-seven people attended the session.

The Task Force on Non-English Access was charged in October 2005 by the ALCTS Board of Directors to review past and current activities for providing access to materials in non-English languages, and to make recommendations for future actions by ALCTS and others. The report included recommendations for technical specifications, cataloging guidelines, continuing education, communication, and staffing. The full report and a complete list of the task force members are available on the ALCTS website.

Beth Picknally Camden, the task force chair, provided an overview of the report and discussed its six recommendations. She invited the audience to comment upon the report’s findings with the understanding that they would be incorporated into the feedback summary report to ALCTS along with other comments already received via the task force’s comment form and listserv. Other task force members in the audience contributed to the discussion.

The Forum was followed by a brief business meeting for the Catalog Form and Function Interest Group. Laura Akerman was elected as Vice-Chair for the remainder of 2006/2007 and Chair Elect for 2007/2008. Preliminary topics considered for ALA Annual 2007 included a follow-up session on the task force’s recommendations.

Creative Ideas in Technical Services Discussion Group

Approximately sixty-five participants attended the Midwinter 2007 meeting of the Creative Ideas in Technical Services Discussion Group, despite a last-minute room change. Six of the nine proposed topics for breakout discussions took place, based on participant interest and volunteer availability. The following topics were discussed:

  • Using MARC records from United States vendors and non-United States bibliographic agencies
  • Employing temporary librarians and other staff in technical services
  • Making the last five years of your career before retirement the best/most productive
  • Planning work space for technical services
  • Outsourcing journal check-in
  • Creating a catalog front end that integrates well in the Amazoogle environment.

The forty evaluation forms that were returned contained mostly positive feedback, and there were several suggestions for future discussion topics.

The discussion group’s meeting and topics were announced on several listservs, the Midwinter Wiki, and through ALCTS. The number of advance volunteers to record and facilitate was lower than in past years, but with the elimination of some topics and a few volunteers on the spot, all volunteer positions were filled. A full report of the discussion will be submitted to Technical Services Quarterly for future publication.

There have were two volunteers for the next vice-chair. The current chair and vice-chair will make a decision and inform ALCTS by the Annual Conference in Washington, D.C.

Electronic Resources Interest Group

Chair Allene F. Hayes welcomed newly elected Vice-Chair, Luiz Mendes, and thanked the outgoing Chair, Angela Riggio, for a job well done, and recognized former chairs, Susan Leister and Jina Wakamoto who have remained active and supportive of activities to date.

Hayes noted that all slides from the program would be available on the ALCTS ERIG Web page soon after the Midwinter Meeting. Volunteers were solicited to assist Hayes with hosting an ALCTS ERIG Wiki and/or a Blog. There are two volunteers.

Immediate Past-Chair, Angela Riggio shared information on the Digital Library Federation (DLF) Electronic Resource Management Initiative (ERMI) Phase 2 Steering Group which has been investigating interoperability between integrated library system acquisitions modules and electronic resource management systems. The ERMI-2 subcommittee charged with this work has released a draft white paper of their findings. The report is available a The steering group is very interested in feedback and the amount and type of feedback received will help gauge whether or not there is sufficient support and energy in our community to warrant further research in this area. Submit comments by March 15, 2007.

The program titled “Metadata Communities: What is in RDA for You?” followed. Metadata experts discussed the upcoming cataloging code Resource Description and Access ( RDA) and its relationship to specific metadata communities. They focused on issues such as: how is RDA faring with the different metadata communities? If RDA is attempting to be "all things for all," will it accomplish this goal? There have been many commentaries to the code revisions from "traditional cataloging" communities, but what is it to different metadata communities? There is little direct information from the metadata communities about the current revisions to the cataloging code and its potential to serve as a content standard for different communities, and its relationship to other standards as well as current metadata practices.

The panelists were:

  • Barbara Tillet, Library of Congress, provided an overview on RDA along with comments on the issues of RDA being adapted as it gathers input from these communities.
  • Murtha Baca, Getty Research Institute, spoke on the more cultural content standards, the Cataloging Cultural Objects (CCO) and metadata schemas like Categories for the Description of Works of Art (CDWA) Lite and the Visual Resources Association (VRA) Core.
  • Sarah Shreeves, University of Illinois at Urbana-Champaign, focused on MODS and shareable metadata. She highlighted her work with the DLF on the Open Archives Initiative (OAI) Harvesting Protocol guidelines to enhance the reusability of metadata.
  • Mary Woodley, California State University, Northridge, discussed how RDA and the Dublin Core (DC) community and lessons to learn from one another.

Networked Resources and Metadata Interest Group (NRMIG)

The midwinter meeting of the Networked Resources and Metadata Interest Group (NRMIG) consisted of a panel discussion followed by a business meeting. The discussion topic was "Metadata Creation and Management," and featured three speakers: Diane Hillman, Cornell University; Suzanne Pilsk, Smithsonian Institution Libraries; and Jody Perkins, Miami University. The presentations generated much discussion, particularly on the topics of staff training and workflow management.

A business meeting followed the discussion. Greta de Groat, NRMIG’s liaison to the Committee on Cataloging: Description and Access (CC:DA) provided an update on Resource for Description and Access ( RDA). Program Co-Chairs Michael Babinec and Holly Mercer provided an update on the program for Annual 2008: "Bringing Order to Chaos, Managing Metadata for Digital Projects." Future program topics will be discussed on the NRMIG listserv following the ALA Midwinter Meeting. Publications chair, Jennifer O'Brien Roper, was not able to attend the Midwinter Meeting, and intern Jen Wolfe reported on the recently established Metadata blog available at http://blogs.ala.org/nrmig.php. Holly Long, NRMIG's LITA liaison, listed LITA meetings of possible interest to NRMIG attendees. Brian Surratt, NRMIG Chair, announced that NRMIG is accepting nominations for officers to be elected at the ALA 2008 Annual Conference.

Newspaper Discussion Group

The Newspaper Discussion Group met on Saturday, January 20, 2007. Following introductions by the chair and attendees, chair Sue Kellerman reported on the recent Division review of the Discussion Group by the ALCTS Organization & Bylaws Committee (O&B). O&B periodically reviews ALCTS-level committees, discussion groups, and interest groups and reports to the ALCTS Board on the status of each group under review and recommends whether the group should continue as is or if change is needed. After submitting historical information on the establishment of the discussion group and sharing reports of minutes from previous meetings, the PARS representative on O&B recommended that “ï¿Â½the activities of the [Newspaper] Discussion Group should continue.” Kellerman will be attending the O&B meeting on Sunday, January 21, 2007 to answer questions that the Committee may have on the Discussion Group. [Note: On Sunday, January 21, O&B agreed with the recommendation that the Discussion Group continue as established].

Invited speaker Mark Sweeney from the Library of Congress (LC) provided an overview and update on the progress of the National Digital Newspaper Program (NDNP) to the thirty-eight attendees. Highlights of Sweeney’s comments included:

  • NDNP is in its second year with six pilot projects (development phase).
  • NDNP coverage years – 1880-1910.
  • 600,000 page images will be submitted to LC by the six pilot projects by May 2007.
  • LC has developed a prototype public database of legacy USNP bibliographic data and associated digital content supplied by the six pilot projects – called American Chronicle to be unveiled to the public by the end of February 2007.
  • Technical specifications for NDNP can be found at: http://www.loc.gov/ndnp/pdf/NDNP_200709TechNotes.pdf
  • A second round of NDNP grant applications (sixteen) have been received and are under review; awards will be made in May 2007
  • NEH/LC plan to have eight to ten digital projects underway at any given time
  • In successive grants, NEN/LC hopes to expand the coverage years

Sweeney reviewed the features and capabilities of the newspaper directory and its interface to access the digital newspaper content using PowerPoint slides. The FIND features include searching newspapers by place, date of publication, frequency, language, materials type, etc. The READ feature allows for users to access images by date or range of dates, keyword, or an A-Z listing of newspapers converted and available. Users will access page-level images with highlighted keywords. Page images were converted to uncompressed TIFFs, JPEG2000, and searchable PDFs. Both thumbnails and full-screen viewing of pages allow for navigation (the thumbnail size image) while the JPEG 2000 images are for full page viewing and downloading. Historical essays for each title in the database are not yet available.

According to Sweeney, the newspaper directory section of the database is completed with 140,000 OCLC bibliographic records and associated local data records (ldrs) loaded. LC will acquire and upload USNP records annually to update the directory in American Chronicle. Sweeney mentioned that with time, commercial newspaper online content might be added as a “pay-per-view” option.

Project updates were provided from the following attendees:

  • Andrea Vanek, Henry Synder (California) reported on their NDNP experience and other newspaper grant activities underway. California is using OCLC for its NDNP project. NDNP titles selected include the San Francisco Call, the LA Herald and other smaller publications.
  • Becky Ryder (Kentucky) provided an update on their NDNP experience. Kentucky’s project work is being handled in-house. A total of 60,000 pages have been delivered to LC with the goal to deliver 100,000 pages. Kentucky has developed a microfilm evaluation form for NDNP.
  • Errol Somay (Library of Virginia) shared his NDNP experience and provided an update on status of the project.
  • Karen Estlund (Utah) offered their NDNP experience.
  • Mary McCarthy (Colorado) reported on the statewide newspaper digitization program that is underway.
  • Sue Kellerman (Pennsylvania) offered an update on their USNP project and local digitization projects including the Pennsylvania Civil War newspapers online and the Penn State student newspaper the Daily Collegian. Kellerman also reported on an IMLS grant application proposal to create a centralized newspaper repository for collegiate newspapers. The University of Illinois will submit the IMLS application by March 1.
  • Sue Kellerman mentioned that OCLC Western, PALINET, and other partners submitted an IMLS grant proposal to develop model training programs for newspaper digitization.

Future discussion topics for the discussion group include:

  • Selection for digitization
  • How to preserve current published newspapers when publishers stop microfilming
  • What is our responsibility to preserve hard copy newspapers?
  • How are online newspaper content providers preserving digital content?
  • How do we reformat in the twenty-first century?

For more information on any of the projects and/or programs mentioned see the following online resources:

Pre-Order/Pre-Catalog Searching Discussion Group

The topic for the Pre-Order Pre-Catalog Searching Discussion Group was “Series World: Evolving Approaches to Searching and Control.” Lisa Spagnolo, Chair and Acquisitions Librarian at University of California-Davis, introduced the topic by recalling the Library of Congress’ (LC) 2006 decision to cease providing Series Authority Records (SARS). This was the second of two sessions on series during the ALA Midwinter Meeting (the other program was sponsored by the Heads of Cataloging Discussion Group).

Beacher Wiggins, Director of Acquisitions and Bibliographic Access, Library of Congress (LC), presented the workflow adjustments at LC since May 2006, noting that recent workload statistics reflect an overall increase in production, with name authority records compensating for the decrease in series authority records. He also remarked that while acquisitions can often be an overlooked part of the equation, LC provided workflow documentation and training for acquisitions staff, which was helpful during the transition.

Cynthia Whitacre, Manager of the WorldCat Quality and Partner Content Department at OCLC, explained the ways in which OCLC has provided support for series control through a variety of means, including modifying its program of Database Enrichment credits, altering its batch loading to protect controlled series access, performing CIP upgrades with book-in-hand from within Blackwell’s Book Services New Jersey warehouse, and working with various vendor partners to load upgrades.

Celia Wagner, Vice President of New Titles at Blackwell’s Book Services, reviewed the issue from the perspective of a materials vendor, and cited their use of a unique identification number for series as a means of providing control. She also noted that the goal of a materials vendor is to control duplication, and described the process that Blackwell’s used to perform that task.

Kathryn Loafman, Head of the Technical Services Department at University of North Texas, offered her perspective from within libraries and described the workflow changes that have taken place since the LC decision, such as acquisitions staff discontinuing a check of authority records on receipt as they had previously done.

The ensuing discussion was lively and touched upon a variety of topics including automating series review, foreign language series and the future of the series as libraries move to electronic content.

Following the topical discussion, Bob Schatz, Vice Chair of the Discussion Group and Director of United States Sales at Coutts Library Services, led a discussion to consider both the name and the future direction of the discussion group. It was noted that, while the current name and scope of the discussion group was limiting, the group did provide a valuable forum to discuss acquisitions issues within the context and scope of other groups. An alternative name, Acquisitions Workflows Discussion Group, was proposed. The Chair and Vice Chair will work with ALCTS leadership and the leaders of other discussion groups to develop a name and scope that responds to the needs of the membership and to coordinate programming for the ALA Annual Conference.

Publisher-Vendor-Library-Relations Interest Group (PVLR)

The PVLR welcomed Amy Wood, Director of Technical Services at the Center for Research Libraries (CRL), who discussed the ALCTS Planning Database. Wood will work with PVLR in planning for future projects and for using the database when it is live.

Ideas for the next Open Forum, which will be held on June 25, 2007 in Washington, D.C., were discussed. It was decided that the next forum would focus on some aspect of e-books, as this is again a hot topic. Ann-Marie Breaux of YBP and Amy McColl, Chair of PVLR, will organize the forum and compile a list of possible speakers. Other ideas included defining what is meant by the term “core collection,” which was discussed at the Janus conference. Bob Nardini, past-chair of PVLR, will take on the planning of this topic along with Amy McColl, and the plan is to hold this forum in Philadelphia in January 2008. Other ideas for future topics were “Patron-Driven Acquisition and Selection” and “Branding for Librarians, Vendors, and Publishers.”

PVLR sponsored an Open Forum on Monday morning titled “Libraries and University Presses Working Together?” It was the second of two forums dedicated to exploring the state of the university press. There was a good turnout for the early hour (about 100 people), and was likely due to the efforts of the organizers to line up stellar speakers. October Ivins of Ivins e-Content Solutions served as the moderator, and speakers included Terry Ehling, Director, Center for Innovative Publishing, Office of Scholarly Communications and Collections Development, Cornell University Library; Alex Holzman, Director, Temple University Press; and Monica McCormick, Director of Digital Publishing, North Carolina State University Libraries. The forum was organized by October Ivins and Will Wakeling (Northeastern University Libraries), and was a true discussion rather than a series of presentations. Ivins posed different questions to the panelists, who then responded. Audience members were active participants in the discussion, and those who attended made many positive comments.

Role of the Professional in Academic Research Technical Services Departments Discussion Group

The Role of the Professional in Academic Research Technical Services Discussion Group is a very informal group and the discussion is usually fluid and less structured. The group has dwindled considerably over the last few years, chiefly because it meets at the same time as another ALCTS discussion group, Creative Ideas in Technical Services. And while there is the potential for overlapping threads of discussion between the two groups, those attending the Role of the Professional Discussion Group at Midwinter felt that the two should not be merged. They believe there are enough differences to warrant having both groups.

The group also discussed removing the words “Academic Research” from the discussion group name. The consensus was that technical service departments have the same type of issues regardless of type of library, and removing the term “academic” could attract other participants from public and special libraries’ technical services departments.

The current chair will work with the O&B liaison to complete the Self Study Review. There is no current vice-chair/chair-elect, and one person indicated possible interested in “running” for the position of discussion group chair. The current chair will work with her and the others who attended to develop a slate of officers for election at the 2007 ALA Annual Conference in Washington, D.C.

Scholarly Communications Interest Group

Four speakers discussed the ACRL/ARL Scholarly Communication Institute. Georgie Donovan (Appalachian State University), Tim Jewell (University of Washington), and Cindy Krolikowski (Wayne State University) were participants of the July 2006 Institute and reported on their experience. Kara Malenfant (Scholarly Communications and Government Relations Specialist from ACRL) discussed the Institute from the organizer's point of view. Their reports were followed by an open discussion.

Technical Services Administrators of Medium-Sized Research Libraries Discussion Group (Medium Heads)

The Technical Services Administrators of Medium-Sized Research Libraries Discussion Group met at ALA Midwinter in Seattle on Saturday, January 20, 2007 in the beautiful Hilton Seattle Sound View Room overlooking the Puget Sound. Michael Boock, the current chair, opened the meeting by providing an overview of the discussion topic “Changes in Responsibilities, Organization and Staffing within Technical services Departments.” Approximately forty-five attendees sat at six round tables.

The chair solicited input from attendees regarding a possible presentation or panel on Resource for Description and Access ( RDA) for the discussion group meeting at Annual in Washington D.C., possibly with a focus on issues of management and training. There was concern that it would be too early to discuss RDA in any detail at annual, specifically as it relates to Technical services department management of RDA, and that the topic should be reconsidered in 2008. The chair will contact the RDA Project Manager to see what topics related to RDA they are prepared to discuss that would not be covered in the regularly scheduled project updates.

The topic of changes to staffing and organization within Technical services departments to accommodate changing responsibilities proved timely and provoked a stimulating discussion. The tables focused on questions related to the topic provided by the Steering Team:

  1. What new tasks and responsibilities are technical services departments taking on now and in the next three years?
  2. What tasks will technical services departments give up/reduce/outsource in order to take on these new responsibilities, and how?
  3. How will technical services departments be organized to take on these new responsibilities?
  4. How do we start training now for a future that is not totally clear?
  5. How will we help existing staff transition to new roles?
  6. What kinds of staffing will be needed in the future (e.g. MLS?, Paraprofessional versus professional, programming skills?) to take on these new responsibilities? What duties are assigned to which staff?
  7. How will libraries recruit to fill these positions?

Table representatives reported the table discussions to the group. Notes were taken at each table.

Technical Services Directors of Large Research Libraries Discussion Group (Big Heads)

The agenda for the meeting, published in advance to the participants, covered the following topics:

  1. Penn Tags in the context of the OPAC: the impact of social software and OPAC development on the work of technical services. Beth Picknally Camden, University of Pennsylvania, provided an overview of the Penn Tags social book-marking initiative, demonstrating the web site and discussion implications for cataloging and user services. The participants discussed possible applications to local environments and next steps in development.
  2. The impact of increasingly digital content on patterns of library staffing, both in traditional technical services and across the research library. Lee Leighton, University of California Berkeley, led this discussion of staffing issues that considered shifting priorities in research libraries and the impact that it has on staff at all levels. The discussion focused on the need to develop the levels of expertise of support and entry-level staff in order to free more experienced staff to work on new tasks. Examples included the provision of metadata for digital collections, the increasing focus on providing individual research consultations, and the need to staff to satisfy immediate user demands. Outsourcing the routine to focus on the exceptional was also discussed.
  3. There was a report on the Taiga2 Forum. Katharine Treptow Farrell, Princeton University, and several others who had attended the Taiga 2 Forum held the preceding day discussed the broad outlines of that meeting. This meeting was intended to provide a venue for AUL level staff in research libraries to discuss the shifting landscape of their portfolios. Using a technique called Open Space, the group of about seventy-five participants created an agenda that they wished to discuss, broke into small, flexible groups to consider a variety of questions such as organizational redesign; creating and managing digital content; recruiting, retaining and retraining staff; meeting changing user expectations; and maximizing efficiencies. Participants agreed that this kind of space for discussion among staff at this level needed to be ongoing and the last agenda topic focused on finding a permanent home for the Taiga Forum, heretofore sponsored by Innovative Interfaces.
  4. The final discussion item was “Cataloging reconsidered: changing models of metadata creation to meet the needs of today's users.” This discussion item, led by John Riemer, University of California Los Angeles, and Peggy Johnson, University of Minnesota, focused on the needed overhaul of cataloging practices at the local level to make better use of shared efforts. The group considered issues that surround appropriate levels of staffing; outsourcing; moving local work to the network level to eliminate redundancy; and rethinking what is needed from a catalog record in the current environment.

The chair thanked the discussion leaders and noted that planning the agenda for the ALA Annual Conference would be managed on the discussion group’s list.    


Acquisitions Section (AS) Discussion & Interest Groups

Acquisitions Managers and Vendors Interest Group

Academic libraries are collecting increasing numbers of videos. Many librarians responsible for identifying, selecting, and obtaining these titles find unexpected challenges, and lament the lack of fully-developed vendor services such as those for books and serials. A core group of librarians who specialize in media offer websites and active listservs provide helpful information derived from their long experience. Some vendors have begun to offer services and databases that can help. Acquisitions managers can learn a great deal from all of these sources. This session addressed this topic with a panel consisting of James M. Steffen, Film and Media Librarian, Emory University; Cherene Birkholz, Action! Library Media Service; and Randy Pitman, Editor/Publisher, Video Librarian.

Steffen described concerns of media librarians relative to the items they wish to purchase for a library collection, such as quality of the print and showed images to demonstrate the point. Steffen explained that videos are more difficult to acquire due to decentralized distribution. Often the only way to purchase an item is online with a credit card. Licensing can be an issue as well.

Cherene Birkholz described the extent of services that a media vendor can provide. Birkholz explained that the vendor must make arrangements to work with a distributor and that the window of opportunity to make a purchase is short since distributors must return stock to the “publisher” on demand.

Randy Pitman explained that keeping up with new releases helps in acquiring during that short window of opportunity. Pitman has an extensive review database with frequent additions.

In the lengthy discussion that followed, attendees discussed how video acquisitions fit into the structure of their libraries, sources of information on videos, format issues such as DVD-R, and the necessity of using credit cards for purchasing. Other topics included:

  • Are approval or new title “notification” services needed or planned?
  • Licensing and performance rights issues were discussed.
  • What are some of the issues related to format?
  • Acquisitions issues such as the need for open accounts/invoicing, p-cards, PayPal accounts.
  • Workflow issues for video content.    

Cataloging and Classification Section (CCS) Discussion & Interest Groups

ALCTS CCS/MAGERT Discussion Group for Cataloging Cartographic Resources

In June 2006, the ALCTS CCS Policy and Planning Committee (PCC) approved the following name change for the discussion group during the ALA Annual Conference: ALCTS-CCS/MAGERT Map Cataloging Discussion Group was revised to ALCTS-CCS/MAGERT Cartographic Resources Cataloging Discussion Group to include all formats of cartographic materials. The two-year term of the current chair of the group will end at the ALA Annual Conference in June. The Cartographic Resources Discussion Group is searching for a new chair. All interested persons should contact Iris Taylor at (202) 707-8529 or at itaylor@loc.gov. Carolyn Kadri, Seanna Tsung, and Nancy Kandoian provided information about the Pre-20th Century Map Cataloging Pre-Conference for June 2007.

This meeting is basically an open forum for questions and answers and information sharing on various topics relating to cartographic materials cataloging. Topics which are continually discussed at the meeting include: the Task Force on Guidelines for Recording Map Sets and Series, the addition of coordinates to authority records, and discussion on GIS and metadata technologies. In addition, there are critical issues that the cartographic cataloging community are facing, such as the future of cartographic materials cataloging in printed format, the challenge of metadata standard (METS or MODS) in replacing MARC standard, and the integration of GIS technology standards and policies into the cataloging of cartographic materials.

Catalog Management Discussion Group

Two topics were discussed: (1) Options for delivering and accessing bibliographic information (presented and led by Magda El-Sherbini, Ohio State University), and (2) an operational model for metadata management (presented and led by Martin Kurth and Jim LeBlanc, Cornell University).

Cataloging and Classification Research Discussion Group

The discussion topic was “Name Authority and Name Disambiguation Challenges.” Despite a change in room assignment, there were thirty-five attendees. Denise Beaubien Bennett, Engineering Reference Librarian and Online Coordinator, University of Florida, moderated a discussion on her research project investigating name authority disambiguation challenges in and outside library catalogs, focusing on abstracting and indexing databases. Ms. Bennett’s research included insight into new tools and models for supporting name authority control and name disambiguation. There was a discussion of which tools might work successfully and how they scale up to large databases. She also prepared a selected bibliography on single authority files, linked authority files and models for disambiguation. Priscilla Williams (Chair) and Robert Ellett (Chair-Elect) distributed evaluation forms to solicit general feedback on the discussion group and suggestions for future discussion group topics. The results of the evaluation will be included in a later report to ALCTS.

Cataloging Norms Discussion Group

The Cataloging Norms Discussion Group (CNDG) meeting at ALA Midwinter had the largest attendance in recent memory, with over 100 people. The meeting began with Terry Reese, Oregon State University Libraries, demonstrating the program he created to harvest metadata from DSpace and transform it into MARC for the university’s theses and dissertations. Once the records are converted to MARC, they are loaded in OCLC and OSU’s online catalog. Find a complete description of the process on Terry's Web site.

Lai-Ying Hsiung, University of California, Santa Cruz, discussed the use of numbers as record and object identifiers and how they are used as match points and linking devices for searching, record loading, record merging, report generation, and global updates. Find her presentation online.

Casey Bisson, Plymouth State University, demonstrated WPopac, the open-source Web OPAC he created based on WordPress software. An interesting question and answer session followed. Find Bisson’s presentation online.

All three presentations focused on various ways that technology is influencing the use of traditional cataloging metadata. At a time when most cataloging norms are being challenged, these presentations made it clear that the availability of good and accurate cataloging metadata is more important than ever if we want to be able to exploit new technologies.

Following the meeting, the CNDG co-chairs met briefly with Tina Shrader, the group’s CCS liaison, to clarify some questions and to discuss the completion of the questionnaire for the CCS Discussion Group Review.

Copy Cataloging Discussion Group

The Copy Cataloging Discussion Group met on Monday, January 22. Fifty-five people attended. The two informational presentations supported ALCTS’ Strategic Plan, Goal 2. Objective 1. Sponsor programs and open forums to encourage collaboration and discussion of practices and problems.

Judy Mansfield, Chief, Arts and Sciences Cataloging Division, Acquisitions and Bibliographic Access (ABA), Library of Congress (LC), presented timely and informative data about increased LC copy cataloging productivity and workflow/staffing levels at LC. Ms. Mansfield then provided a brief overview of anticipated organizational changes in the ABA Division. A collegial question and answer period on these topics followed.

The second focus of the meeting was the continuation of Luiz H. Mendez's presentation at Midwinter 2006 "EL7 lccopycat Revisited: Rethinking copy cataloging." Arlene Klair, Head of Adaptive Cataloging/Database Management, University of Maryland, College Park, presented on behalf of Mr. Mendes, currently the Electronic Resources Librarian at California State University Northridge. The resulting discussion affirmed that Mendes and Klair should request from LC 500 Encoding Level 7 records. They will be compared to the OCLC database versions. If key LC data continues to not uniformly load into WorldCat, a recommendation to revise the OCLC load algorithm will be made. The discussion group members agreed on critical fields (tag 050, the LC 650 tags, and the 042 lccopycat).

Members identified two topics for the Annual meeting in Washington, D.C.:

  • Supporting Goal 5. Objective 1. Review the performance of discussion groups, the group performed the mandatory review of the discussion group charge, overlap with other groups, particularly Heads of Cataloging, and other required issues. Discussion group members felt the broad charge was a benefit.
  • Klair had also raised the issue of conflict of interest in the Heads of Cataloging Discussion Group meeting, also undergoing mandatory review. Both groups agreed having two groups provided two opportunities to have topics of interest discussed. Both groups will continue to coordinate meetings. CCDG members felt no other groups posed particular conflict. Having to choose among programs is a fact of ALA meetings and is not considered too negatively. These results will be reported to Diane Baden, the discussion group liaison.

Heads of Cataloging Discussion Group

The topic for this meeting was “Series Treatment after 6/01: The Impact of the Library of Congress’ Decision to Discontinue Creating Series Authority Records on Your Library.” Ninety participants attended

The primary focus was how different types of libraries dealt with the abrupt change by the Library of Congress (LC) to discontinue creating series authority records (SARs). The chair, Robert Ellett, acted as the panel moderator. After attending the fiftieth birthday celebration for The Cat in the Hat the previous night, Ellett likened dealing with the LC series authority record change to the predicament of Sally and her brother in The Cat in the Hat. Basically once the cat was in their house, they had to deal with his behavior. Similarly, he compared this situation to institutions’ need to react to LC’s decision according to their users’ needs. Ellett emphasized that the future of cataloging involves the cataloger’s ability to adapt to changes regardless of what comes his/her way.

The panel consisted of:

  • Beacher Wiggins, Director for Acquisitions and Bibliographic Control, Library of Congress
  • Cynthia Whitacre, Manager of the WorldCat Quality & Partner Content Department, OCLC
  • Lihong Zhu, Head, Bibliographic-Control Department, Washington State University Libraries
  • Marlene Harris, Division Chief of Technical Services, Chicago Public Library (CPL)
  • Marlena Frackowski, Assistant Dean for Technical Services, The College of New Jersey (TCNJ)

Mr. Wiggins stated that the infamous LC series decision has been made, and there is no point in further discussing its merits. Instead, he gave a quick review of the impact that an LC decision seems to have on LC itself, as well as, on the United States, and international libraries. He described the situation with the following statement: “It happened eight months ago, and the bibliographic control world did not collapse.”

Wiggins cited statistics that demonstrate how the series decision enabled production of name authority records (NARs) to increase. While everyone expected a substantial increase in SARs creation by PCC libraries, this did not happen. He cited numbers that indicate only a slight increase in new SARs creation (from 5,408 records created by PCC libraries in 2005 to 5,617 records in 2006). Wiggins assured participants that LC will continue to support PCC libraries in all things series-related, including answering questions, revising and updating relevant documentation, offering SACO training, reviewing newly created SARs, and posting to the PCC discussion list. In summary, he noted a positive effect of the “abandon SARs” decision on LC cataloging output that increased due to the substantial timesavings. He also remarked that LC public service librarians did not raise objections as to this decision.

Cynthia Whitacre reported on OCLC’s response to the LC series decision that included software changes that allow manual change capability for full-level users in series field (490 0_ to 440 _0). Many libraries are already making these financially attractive changes. OCLC relies on libraries’ reports to make changes to bibliographic or series authority records. OCLC series authority control reports indicate that SARs and series changes did not increase much, probably due to relatively short time that elapsed between the June LC decision and now. OCLC is still in the process of upgrading the “old” Cataloging-In-Publication (CIP) records, those created by LC prior to the series decision. Post-decision CIPs will not contain series statements and it is expected that need for creating series statements will double once the backlog of older CIPs is eliminated. OCLC asked contributing vendors (Ingram, Blackwell’s among others) to create or trace series in bibliographic records that they contribute to OCLC. Whitacre concluded that not enough time has elapsed to assess the full impact of LC series decision on the OCLC database enrichment process.

Representing the academic library view of the issue, Lihong Zhu explained the importance of controlled series-enabled browsing, as well as collocating of library materials, for university library users. Zhu noted the time-related impact on professional cataloging staff workflow that took place once a decision to control series locally was made. A possible solution is to train support staff to undertake this duty. This is not easy task for them, as it involves making informed cataloging decisions. Generally, Zhu indicated that LC’s decision did not have a major impact on the cataloging unit workflow, as yet, as they are using PCC records with associated SARs already created.

Representing the public library viewpoint, Marlene Harris explained that at CPL, MARC records for English language materials (which make up the majority of holdings) are bought from outside vendors. These records are not being upgraded in situ. LC’s decision to stop creating SARs will therefore have a bigger negative impact on public libraries than academic libraries that can create SARs themselves. Chicago Public provides original cataloging for only the foreign language materials for which the series statements are created, and will provide some NACO submissions (after a position for authority librarian is filled). During the discussion, a mid-size public library representative questioned the Chicago Public Library’s status as a truly “public” library. In the eyes of many public libraries, this institution is more “academic” in nature, therefore its wrestling with LC series decision does not necessarily reflect the real public libraries woes.

Chair Robert Ellett, Jr., represented the special libraries point of view. A special library, with independent NACO SAR-creation status that wished to remain anonymous submitted their SAR creation policy for discussion. Their policy basically remained unchanged from before the LC decision. Their policy is to create SARS where appropriate for all their all their PCC records.

Working in a special academic library, Ellett indicated that, at the Joint Forces Staff College, series in DLC and PCC records are not reviewed except in cases where generic series titles such as Papers, Briefing, Memorandum, Bulletin, etc. are present. In these cases, full series authority work is provided.

Marlena. Frackowski presented a sample Series Authority Control Policy created by TCNJ’s Library Cataloging Department under the leadership of Cathy Weng. TCNJ has decided not to follow LC’s new practice and continues to maintain consistent series headings represented in their online catalog.

During the discussion that followed, several participants expressed concerns:

  • Need for more libraries to join the PCC
  • Need for series classed together in the acquisition process

During the business portion of the meeting, the chair called for current position announcements; asked for positive or negative comments, requests for changes, etc., in the current Heads of Cataloging Discussion Group charge; asked for suggestions for topics for future meetings; and reminded the group about upcoming elections for Vice Chair/Chair Elect that will be held during the 2007 ALA Annual meeting in Washington, D.C.    


Collection Management and Development Section (CMDS) Discussion & Interest Groups

Chief Collection Development Officers of Large Research Libraries Discussion Group

Discussion topics covered in the meeting include:

  • Membership criteria.
  • Opportunities for libraries to be involved in the development and implementation of new academic programs and there were suggestions regarding development of templates for querying faculty on new program developments.
  • Migration to electronic-only journal collections and digitization efforts at member libraries.
  • Discussion with Library of Congress (LC) of proposed changes to the ARL statistics.
  • Discussion of organizational retooling at member libraries in response to changing environments in publishing, scholarly research and communication, and teaching.
  • Discussion of the ARL/ACRL Institute on Scholarly Communication.
  • Extensive discussion of the challenges arising from the Janus conference at Cornell in Fall 2005. Specific challenges include:
    • Retrospective conversion of the scholarly record to electronic form
    • Prospective migration of scholarly communication to electronic form
    • Development of core collections to enhance organizational efficiency
    • Development of new licensing principles and publisher relations insuring the archiving of print, digital and born-digital materials
    • Developing alternative channels of scholarly communication
    • Discussion of the Janus challenges has become a crucial element of the Chief Collection Development Officers meetings.

A standing committee has been created to coordinate efforts to advance the challenges, and volunteers have been accepted to assist subcommittee chairs devoted to each specific challenge.

Collaboration with other national organizations was discussed. Others interested in the Janus Conference may consult the site, which is maintained by John Saylor of Cornell.

Collection Development Issues for the Practitioner Interest Group

The interest group is charged with identifying the forces of change in the development and management of collections as they affect the individual selector, and as they contribute to the selector's ability to address and manage these changes. Thirty-nine librarians participated in this session, with each person expressing what issues or forces of changes related to collection development they found most challenging and would like to discuss. Two major themes emerged as having significant impact on collection development: training for subject specific collection development, and managing approval plans.

Most of the meeting time was spent discussing issues related to training librarians for collection development. The increased complexity of collection development has resulted in both novice and experienced librarians expressing a strong need for additional training, not only to get introduced to general principles of collection development and local processes within their institution, but also to learn how issues such as new technology and scholarly communication impact the way we collect.

A recommendation was made to present to the ALCTS Board of Directors. The interest group is interested in developing a conference program that focuses on training, preferably in collaboration with one, or more, of the standing ALCTS committees and also strongly recommends that ALCTS consider developing not only future conference programs, but also online programming, that addresses training for collection development. The group would also like the Board to consider developing a mentoring program for librarians engaged in collection development.

The group had also planned to discuss the role and management of approval plans in collection development, including how to make changes to the profile and how to assess how well the plan is meeting local needs. However, the group did not have time to develop this topic fully and deferred additional discussion to the group’s meeting at the ALA Annual Conference in Washington, D.C.

Collection Development Librarians of Academic Libraries Discussion Group

The Collection Development Librarians of Academic Libraries held five separate discussion groups. Group One discussed the topic “Collection Development and the Future of Interlibrary loan (ILL).” The group discussed purchase on demand. Rush orders and second day shipping have made this option faster than ILL and it is becoming increasingly systematized in libraries. Uncover/Ingenta also provides an alternative to subscribing to journals. Instead, libraries can simply purchase individual articles as needed. E-books can also be purchased but vendors prohibit interloaning e-book titles. The scanning of books into Google has created increased demand for items not available locally. ILL use data can be valuable for collection analysis. The group discussed problems with online-only access to journals, and the fact that there are omissions in JSTOR and ejournal archiving. Access packages can change. Another concern is skyrocketing ILL costs, which can cost up to $50,000–60,000 per year for large libraries. Making ILL available for free to students results in them requesting titles that they do not need or that may already be in the collection. The group discussed how libraries might charge for ILL services, such as faculty only, students only, pay per use, etc. New electronic media, the changing journal market, and unpredictable budgets are challenging old assumptions.

Group Two discussed the topic, “Getting a Handle on Electronic Serials.” The group discussed staffing and organization, persuading faculty to choose electronic over print and addressing archiving concerns, the role of consortia, usage statistics for collection analysis, vendors and publishers and the creation of aggregated packages, and electronic management systems (ERMs). The group also discussed licensing and payments and the role of publishers in getting vendors to unbundle packages. With regard to usage statistics, the use of Scholarly Stats and Ulrich’s Serials Analysis tool were discussed as well as reshelving statistics. The decreasing reliance on microfilm subscriptions was also discussed. The group talked about the importance of perpetual archiving and the use of LOCKSS and Portico.

Group Three discussed the topic “Staffing and Training for Collection Development.” Their discussion included the subtopic of best practices for recruiting librarians. These include larger salaries, in-house recruitment, and the retraining of general reference librarians to do collection development. There are many vacant positions and library schools are not teaching or emphasizing collection development enough in their curricula. It is difficult to find librarians with well-developed collection development skills. Training tends to focus on basic skills, and neglects needed skills such as negotiating vendor relationships and contracts. There is a need for ongoing education beyond the MLS, and training is needed for librarians who also have other responsibilities. Most librarians lack skills related to negotiation, copyright, vendor relations, developing and writing proposals, grant writing, and writing collection development policies and documents. Selectors often select without knowing what their colleagues are buying and need to be able to talk with their peers about collection development. The group also discussed the value of writing collection development policies and whether they are useful. A policy can be useful if someone challenges a particular title in the collection. Writing a policy forces you to have a conversation with faculty. The group talked about the resources needed to plan and implement a successful collection development training and development program. Time is an important resource.

Group Four discussed the topic “Use of Information and Statistics for Collection Development.” This discussion included conversation about the OCLC WorldCat Collection Analysis Service. It enables users to see how their collections compare with peers institutions but does not indicate how well user needs are being met. Much of the data seems out of context. It might make sense for institutions that are part of a regional library network or consortium. The group raised concerns about the accuracy of the data. Each library tends to collect according to local needs, and collection gaps may be due to the fact that those subjects are not emphasized on that campus. Some librarians are using statistics to make decisions to deselect books or journals. This can be difficult to do if academic departments are helping to fund titles. Vendor statistics are inconsistent with each other and contain homegrown statistics. Electronic use statistics do not always clearly indicate whether a user is looking at an abstract or at full-text, and this is an important distinction. Vendors are afraid that use statistics will be used as a basis to cancel titles. The group discussed the growing use of federated searching systems and how this tends to complicate hit counts. Some libraries are using ILL statistics to help analyze their collections. Others are using circulation statistics to decide what to send to off-site storage. One library is building a data warehouse. There was discussion related to using curriculum and research data for collection development decisions, and maintaining a balance between titles that should be in the collection because they are core and those that are currently being used.

Group Five discussed the topic “Managing Collection Development in a Multi-Campus, Multi-Library Environment.” There was some discussion of the type of campus and number of libraries at each participant’s institution. Participants noted if their institutions had a centralized or decentralized system, and whether selecting was done locally. Another issue was whether individual libraries had their own budgets. Some libraries use a collection development committee to make decisions about big-ticket items. The issue of licensed access was raised. Certain titles may be available to all libraries on all campuses, yet local libraries must pay for localized needs. In some cases, use may be limited. Most participants in the discussion indicated that their libraries participated in some form of consortial arrangement. Membership on consortial committees is usually dictated by the nature of the librarian’s position. Subject specialists provide advance notice about products or weigh in on their strengths and weaknesses. The group discussed communication flows related to selection. It tends to filter up from below. ERMs can be used for internal communication, but it requires the user to look up data. Marketing to users is the selector’s responsibility. A newsletter can highlight databases purchased. Email can also be used.

Collection Management in Public Libraries Discussion Group

Approximately fifty-five people attended this informative discussion on centralized weeding and collection turnover rates. Kerry Cronin and Jean Gaffney conducted the discussion. Several libraries have started to conduct centralized weeding, particularly in light of the trend for large public libraries to float portions of their collections. Libraries that have begun to weed materials from a central location identified several different practices. Some libraries weed according to ILS generated reports, while others send out lists from a central department to public services staff members at other locations requesting deselection of specific items. Those designated weeders can opt to not deselect one or more of the items if they are award winners. Another library system deploys a team of “weeders” who travel to a location determined to have the greatest need for weeding. At one library, these swat teams are comprised of collection development staff and branch staff with a specialized knowledge and/or interest in the subject areas slated for weeding. Often the weeding criteria for the central library differs form that of its branches. The King County Library System uses dusty lists and “clean” lists, which are lists of circulating titles in storage that need to be replaced with new copies. The Chesterfield Public Library directs all last copies to collection development for review. One suggestion for weeding floating collections was to request that all candidates for weeding be routed to one location for consideration. Some ILS systems (i.e. Horizon) can generate reports that redistribute floating materials to new locations, so that the items have the opportunity to circulate from a new library before becoming candidates for weeding. The Vancouver Public Library maintains a blog for staff to post messages about the overabundance or need for materials in various subject areas.

Attendees identified several different practices for disposing of deaccessioned material. Some send weeded items to blogistics for resale, while others give them to a foundation that resells them through Amazon.com. Others opt to resell discarded materials locally.

The discussion on collection turnover rates revealed that they vary by library, making it difficult to determine best practices. The average turnover rate for books at the Phoenix Public Library is 2.7 times. They indicated that their goal is to have everything circulate at a turnover rate of five times or higher. The turnover rate at the central library of the Arlington County Library is higher than for the other locations in their system. The King County Library System (WA) does not employ a systematic turnover rate analysis, but indicated that turnover rates are used for floating collections. They determined that anything that circulates fewer than five times a year should be a candidate for weeding. Turnover rates have also helped with collection analysis and budget allocations. At the King County Library System, turnover rates have helped to justify teen fiction expenditures. Staff members recognize that increased turnover rates result in higher material budgets. Turnover rates can also be used to determine space allocations for portions of the collection.

PLA does offer some turnover rate standards. The weeding manual by the Gwinnett County Public Library (PLA) was recommended as a resource for turnover rates.

Suggested topics for the 2007 ALA Annual Conference in Washington, DC are as follows: Vendor ordering, collection assessment tools, and analysis of electronic databases: how to make better selection decisions.    


Preservation and Reformatting Section (PARS) Discussion & Interest Groups

Digital Preservation Discussion Group

Cathy Martyniak (University of Florida) reported that an editorial committee has been formed to regulate editing and updating of the PREMIS (Preservation Metadata Implementation Strategies) data dictionary and schema. A revision will be released in June 2007. Karen Coyle’s commissioned paper “Rights in the PREMIS Data Model” was issued in December 2006. A best practices document is being drafted.

Liz Bishoff (University of Colorado) reported on the ALA Office of Information Technology Policy sponsored work to draft principles of digitized content and identify areas in which ALA policies related to digitization need to be revised. (See http://www.ala.org/ala/washoff/contactwo/oitp/digtask.htm). The documents will be presented to ALA Council. Ms. Bishoff invited input from PARS. She also provided an update on the Northeast Document Conservation Center’s digital preservation site survey project. A handbook for assessors will be completed soon. More site visits have been scheduled. They plan to train more consultants and hope to be funded to survey digital collaboratives.

Margaret Byrnes (National Library of Medicine) reported for Robin Dale (RLG/OCLC) on recent developments related to the trusted digital repositories audit and certification checklist work. The checklist has been significantly revised. The audit criteria will be released soon. The work is being coordinated with similar efforts in the United Kingdom and Germany. An ISO technical committee recently has begun an effort to standardize digital repository audit and certification criteria.

Cathy Martyniak facilitated a spirited discussion on the definition of “digital preservation.” The result was a decision to request approval from the PARS Management Committee and PARS Executive Committee to form a small group to draft a formal definition and circulate it for comment before the annual meeting. Since there is not agreement on what the term should include, an approved definition would be useful to PARS members as well as the broader ALA community. It also was decided to request that a new ALA listserv for digital preservation be created to serve the common interests of preservation, cataloging and systems staff.

Margaret Byrnes facilitated a discussion of the roles of preservation staff in digital preservation activities at their institutions. Issues identified included: bridging the communication gap with IT staff; recognizing the need to incorporate preservation in planning for digitization projects; fostering broader understanding of digital preservation functions that should be in place in our libraries; and enhancing the knowledge and skills of staff involved in digital preservation.

Cooperative Preservation Strategies Discussion Group

The Cooperative Preservation Strategies Discussion Group reverted to its original name, Preservation Issues in Small to Mid-Sized Libraries Discussion Group, at the conclusion of the Midwinter 2007 meeting. The discussion group had a very lively discussion of its future direction. Participants included librarians and library staff from small to mid-sized libraries, as well as librarians from large libraries with small preservation programs and librarians from very large libraries with very large preservation programs. Great ideas and a plan of action for the discussion group’s next few meetings developed from the discussion.

Intellectual Access Interest Group

The group discussed the draft document “Guidance for Cataloging Locally Digitized Resources.” The objectives for the meeting were: (1) Provide background on the Registry of Digital Masters and MARC fields used in digital registry records; and (2) Discuss the draft document.

Sherry Byrne, Preservation Librarian, University of Chicago provided overview and background information. Glenn Patton, Director, WorldCat Quality Management Division, OCLC, Inc. provided an introduction to the Digital Registry. Debra McKern, Inventory Management Coordinator, Library of Congress provided an introduction to the MARC 583 field. Renette Davis, Head, Serials and Digital Resources Cataloging, University of Chicago Library, discussed cataloging guidelines to-date: Harvard practice and perspective was provided by Steven Riel, Preservation Cataloger and Projects Manager, Weissman Preservation Center, Harvard University Library. Lastly, a discussion took place that involved all the speakers plus Rebecca Guenther, Senior Networking and Standards Specialist, Network Development and MARC Standards Office, Library of Congress.

Library Binding Discussion Group

The meeting started with general introductions and was followed by an update on the Library Binding Institute (LBI) from Debra Nolan (Executive Director of LBI). The update focused on the changes to the library binding market and how it binders have adapted by offering additional services. With the services change, a change in LBI’s identity followed.

The main focus of the meeting centered on the subject of quality control. Common types of errors and the use of review periods were discussed. Jeanne Drewes (Library of Congress) gave an overview of LC’s quality control process as items are sent to the commercial binder and when they are received back. J. C. Noyes (Bridgeport National Bindery, Inc.) discussed the binder’s role in quality control.

Physical Quality and Treatment of Library Materials Discussion Group

Jay Hurd showed an interesting PowerPoint presentation entitled “Hard Bitten and Hard to Handle." It contained many images of circulating collection books that had been damaged by patrons and/or their dogs. Also included were the "hard to handle" new items such as mixed media that required special processing and conservator judgment.

The slides were used to launch a wide-ranging discussion on how to repair the damaged materials, and the options. Overall, most patrons are helpful and respectful, but there are exceptions. Some contemporary patrons seem to confuse the library's property with their own.

User education is undoubtedly important. Gary Frost pointed out that many younger users view everything as a surrogate, a simulation of reality, and think that there must always be another book or copy of magazine available. This is particularly true when dealing with popular culture items. How do we convince the users to treat these items respectfully but at the same time encourage use? Resources are there to serve the scholarly needs of the patrons today, but also the patrons of the future. It was a lively discussion.

Announcements: Jay Hurd and Oliver Cutshaw have now completed their two years as co-chairs. Carie McGinnis (Harvard University Conservation Services) and Jane Kogi (Solinet) are the new co-chairs.

Preservation Administration Discussion Group

PADG is intended to function as the opening session for PARS, providing a venue for discussion of issues that are important to most members of the section, and an opportunity for attendees to network and catch up with colleagues. This PADG featured three pre-meeting smaller discussion groups with reports, four presentations, a poster session, and time for announcements. There were no action items.

The pre-meeting open discussion sessions were as follows:

  • Future directions in preservation management Bob Harriman, Preservation Technologies
  • Planning for a National Preservation Program and National Disaster Response and Training Jeanne Drewes, Library of Congress
  • Introduction to PARS and ALA Nancy Kraft, University of Iowa

The pre-meeting open sessions were followed by reports of the discussions.The four presentations that took place were:

  • Library of Congress Research and Testing Initiative Jeanne Drewes, Library of Congress
  • Digital Preservation Policies Janet Gertz, Columbia University
  • Preservation Initiatives in the Northwest Gary Menges, University of Washington
  • What Happens When Materials in High Density Storage Get Wet? Tom Schneiter, Harvard University

Preservation, Instruction, Education and Outreach Discussion Group

The stated agenda for this meeting was the modification and approval of the Core Competencies for Collections Preservation document, developed by members of the PARS Education Committee at the request of ALCTS. The document was discussed, modified, and approved for submittal to the PARS Education Committee at Midwinter 2007. Attendees were made aware that this is the first step in developing a curriculum for continuing education courses to be offered through ALA and that further developments would also be moved through this discussion group for approval prior to submission.

Recording Media Discussion Group

Mona Jimenez, Associate Professor and Associate Director of Moving Image Archiving and Preservation, Tisch School of the Arts, New York University, presented the results of a random sample survey she conducted at New York University’s Avery Fisher Center for Music and Media. The group then discussed the purpose and benefits of a random sample survey as well as some of the challenges of evaluating condition and determining the availability of replacement copies.

Janet Gertz, Director of Preservation, Columbia University Libraries, gave an update on their work in developing a survey tool that inventories and assesses the physical condition and intellectual control of both audio and moving image materials, based on visual inspection. Lastly, the Sound Directions project is expecting to release FACET (Field Audio Collection Evaluation Tool), a survey tool for audio formats produced by folklorists and ethnomusicologists, on their website on March 1, 2007. In addition, a publication detailing the entire Sound Directions project is scheduled to be available on their website in May 2007.

Reformatting Discussion Group

The group discussed the goals outlined in the Strategic Plan and how they could meet them.

Goal 1. Standards.

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

This discussion group not only articulated some of the challenges concerning the reformatting and preservation of different media but also addressed the issues of standards, or the lack of standards, that are being followed. Attendees discussed selection criterion, types of scanners that are being employed for in-house scanning, and quality control of images. Many attendees were very interested in metadata, both structural and preservation, and whether institutions had utilized the automated metadata systems.

Goal 2. Best Practices. Research, develop, evaluate, and implement best practices for creating, collecting, organizing, delivering, and preserving information resources in all forms.

The participants discussed different approaches to reformatting that are successful at their institutions. Questions regarding converting film and providing the use of digital surrogates instead of microfilmed copies was discussed.

Goal 3. Education.

Assess the need for, sponsor, develop, administer, and promote educational programs and resources for life-long learning.

The discussion group achieved this goal by bringing together participants representing various institutions to discuss research projects, institutional programs and policies that may have great impact on the future preservation of library and archival materials. More educational efforts are necessary in the area of refreshing and migration strategies.

Goal 4. Professional Development.

Provide opportunities for professional development through research, scholarship, publication, and professional service. The discussion included some of the best practices and work being done by Columbia University and University of Michigan where they are actively scanning brittle materials as part of a preservation reformatting program.

Goal 5. Interaction and Information Exchange.

Create opportunities to interact and exchange information with others in the library and information communities.

The panel introduced the topic of challenges in selection, quality control, metadata, delivery of Web images, intellectual property rights, and technology. The audience consisted of a variety of professionals from major research libraries (i.e. Harvard University, Library of Congress, University of Maryland, Columbia, etc), research entities such as the Center for Research Libraries, and vendors (i.e. HF Group, OCLC Preservation Service Centers, Etherington Conservation Services, etc) indicating the importance of this issue.

It has been almost three years since the Association of Research Libraries (ARL) published the Recognizing Digitization as a Preservation Reformatting Method report. The Reformatting Discussion Group wishes to host an open forum to discuss how digitization has been incorporated into brittle book replacement and reformatting programs. Please consider the following questions for discussion:

  1. How are brittle materials selected for digitization?
  2. Do your selectors make the decisions to digitize or microfilm or does preservation work with selectors in making reformatting decisions?
  3. Is your preservation staff conducting the bibliographic searching to find reprints or existing microfilm or does your collection staff do this work?
  4. Are weeding and transferring items to storage or special collections, options for brittle books or are these decisions made by selectors at another time such as when they review their collections?
  5. Approximately how many brittle items are reformatted digitally each year? Is this work done in-house or are you employing an outside vendor?
  6. Are you digitizing anything that is not in the public domain? How are you handling copyrighted materials? Are these scanned and printed on demand? Are they scanned and stored off-line?
  7. What scanning specifications do you have for brittle materials?
  8. Are you entering any reformatting/digital information into your MARC record i.e. 583? What metadata schemes are you using for digitization for preservation purposes?
  9. Do you have any plans for migration of digital material?
  10. Are demands for reformatting being driven by preservation needs or access needs or both?
  11. Does the original get used more or is the surrogate the medium of choice?
  12. How does funding play into reformatting decisions?    


Serials Section (SS) Discussion & Interest Groups

Journal Costs in Libraries Discussion Group

Representatives from three different groups gave short presentations about their current activities. Each presentation was followed by a question and answer session.

Karla Hahn (Association of Research Libraries) and Judy Luther (Informed Strategies and President, Society for Scholarly Publishing) represented the SERU (Shared E-Resources Understanding) working group sponsored by NISO. The working group, jointly supported by ARL, ALPSP, SPARC, and SSP, is working to explore the development of a code-of-practice based option in lieu of licensing for e-resources. This document will be an expression of a set of shared understandings between publishers and libraries regarding subscriptions to electronic resources. Reception of the idea thus far has been generally positive amongst the target audience. More information on SERU may be found at www.niso.org/committees/SERU/.

Members attending the Janus Conference on Research Library Collections identified six key collection development challenges. Janus Steering Committee members October Ivins, Jeanne Richardson, and John Saylor focused on the PROCON (prospective conversion) challenge, which focuses on efforts to assist smaller societies and non-profit organizations to switch to an electronic format for publishing their journals while still maintaining viable business plans. A sign-up sheet was circulated to solicit volunteers to assist with further investigating, defining, and publicizing possible solutions to these challenges.

Society for Scholarly Publishing president Judy Luther and Will Wakeling, Chair, SSP Grants and Scholarships, discussed SSP’s outreach to librarians, students, and early career professionals in publishing and librarianship. SSP offers half-price membership and conference attendance to librarians. It is also offering travel awards to the June 6-8, 2007 annual meeting to students and professionals who have just started their careers in librarianship or publishing.


ALCTS Newsletter Online v.18 no.1

Midwinter 2007 Reports

ALCTS Committees Report from Seattle

Below are brief abstracts of the activities of ALCTS committees during the 2007 ALA Midwinter Meeting, January 19-24, in Seattle based on reports received by the editor as of February 6, 2007. Committee contact information for committee chairs and members may be found on the ALCTS Organization menu on the ALCTS home page; in addition, some committees post minutes and other documents pertinent to their work on their Web pages. For information on committees not listed below, go to the ALCTS Organization menu and follow the links through to the appropriate section.


   Division Committees

Budget and Finance

The Budget and Finance Committee met once in Seattle. Four agenda items were paramount: a review of the Fiscal Year 2006 end-of-year report; a status update on the Fiscal Year 2007 budget; a review of administrative cost projections through Fiscal Year 2010 in relation to dues revenue; and discussion of the preliminary budget for Fiscal Year 2008.

The Committee reviewed the Fiscal Year 2006 budget (September 2005–August 2006) and noted the impact of credit card charge-backs; the impact of a 5 percent increase in health benefits for which there was no advance warning; and the significant impact of poor preconference attendance for both San Antonio and New Orleans. The latter situation resulted in a deficit of over $8,000. It should be noted, however, that dues did cover administrative costs and LRTS subscriptions covered LRTS’ costs.

The first quarter report for Fiscal Year 2007 was also reviewed. Executive Director Charles Wilt emphasized that Fiscal Year 2007 will be a year of budget anomalies due to the 50th anniversary celebration events. Under ALA’s accrual accounting structure, expenses are booked when they occur and revenue is posted when the event occurs. The Budget and Finance Committee, the 50th Anniversary Committee, and the Fund-Raising Committee all have a shared understanding that no operating funds will be used to fund special events associated with the 50th anniversary celebration.


Myron Chase attended and reported on the ALCTS Planning Committee Database.

ALCTS President Bruce Johnson attended and related the discussion of the ALCTS membership concerning the Library of Congress’ decision to discontinue serials authority work without consulting ALCTS. Johnson, and others, believe that ALCTS should be driving discussions about policy issues and he commissioned the Cataloging and Classification Section to draft a document on how ALCTS can be more proactive in the future in these types of discussions.

The ALCTS President’s Program for ALA Annual was discussed. Julia Gammon will see if copies of the speaker Peter Morville’s book Ambient Findability may be donated.

Committee members worked with the ALCTS Sponsorship Draft in the fall, and, therefore, provided many comments and new ideas for revising it. The chair will send the revised draft out for review and have it ready for the ALCTS Board at the ALA Annual Conference in Washington, D.C. As the main action item for the meeting, it was decided that this best supports the ALCTS goals 4.4 and 3.4.

Jennifer Paustenbaugh reported on the 50th Anniversary Fundraising Subcommittee.

International Relations (IRC)

Committee members, ALCTS representatives to International Federation of Library Association (IFLA) Section Standing Committees (David Miller and Nancy Gwinn), and a representative from the ALCTS Strategic Plan Committee (Jimmie Lundgren) provided brief introductions. The IFLA representatives described the current work of their Sections and program plans for the forthcoming IFLA conference in Durban, South Africa. Nancy Gwinn gave an overview of IFLA Governing Board issues. Paul Hover reported on the ALA International Relations Committee (IRC) meetings that he attended on Friday, January 19, on behalf of the ALCTS IRC.

Jimmie Lundgren emphasized the need for ALCTS committees to relate their action plans back to the ALCTS Strategic Plan 2006-2011. Committee members reviewed the ALCTS IRC Action Plan, updated the status of action items and related the action items back to the new ALCTS Strategic Plan. The Committee also reviewed ALA’s International Plan 2010.

The Committee discussed submitting a proposal for a poster session for the ALCTS 50th Anniversary Preconference and agreed to work together to draft the proposal and prepare the poster. Margo Curl agreed to investigate the procedures for submitting a proposal. Sha Li Zhang and others will help in drafting the proposal. If the proposal is successful, the group will work together to gather content. The poster session will highlight the contributions that ALCTS, its IRC, and its members have made to advance library services in the global scene. These activities include training sessions, workshops, lectures, and programs sponsored by ALCTS and conducted by ALCTS members to advocate for standards on cataloging management, preservation, and digitization projects world-wide; advocacy and information policy on uniform access to information resources; landmark documents through working groups and standing committees with IFLA and other world organizations on world-wide authority control, codes, and best practices; translations of MARC21, AACR2, or DDC into many languages that are being used by many developing countries, and promotes international collaboration through the sharing of catalog records, just name a few. The poster session will include charts, pictures, copies of some original documents, and other visual items to make it informative and attractive.

Leadership Development

The fourth annual ALCTS Volunteer Forum, sponsored by the Leadership Development Committee took place on Saturday, January 20, and brought together approximately forty attendees to learn about the process and benefits of volunteering in ALCTS from the appointing officers of each section and the Council of Regional Groups (CRG). ALCTS President Bruce Johnson and ALCTS President-Elect Pamela Bluh greeted the attendees, offering guidance about the appointment process and words of encouragement. In addition, Mary Beth Weber, editor of the ALCTS Newsletter Online, drew attention to the wealth of division information available through the newsletter. ALCTS Executive Director Charles Wilt shared insights into ALCTS' liaison opportunities. Potential volunteers were encouraged to: 1) to use the ALCTS website to access descriptions of division, section, and CRG committees and other groups, 2) to visit meetings of committees of interest, 3) to be open to the possibility of serving as an intern, and 4) to consider getting involved in discussion and interest groups. Following the presentations, attendees had an opportunity to informally network with the division leaders.

Cynthia Coulter and Sally Lancaster, co-chairs of the Leadership Development 2007 Annual preconference, "Managing the Multigenerational Workplace: Practical Techniques," finalized plans for a workshop designed to be both enlightening and spirited. On Friday, June 22, 8:30 am–2 pm, Pixie Anne Mosley, noted author and speaker on generational issues, will lead an interactive session highlighting concrete ways to manage in an increasingly complex environment dependent on positive relationships among the generations.

The New Leaders Orientation, hosted by the committee each year at the Annual Conference, is again scheduled to bring together new section and committee chairs and members to hear about the inner workings of the division from the Division Committee leaders. This year the committee is considering the possibility of including discussion and interest group officers in response to suggestions noted on evaluations.

Looking ahead to Annual 2008 in Anaheim, the committee has begun brainstorming program topics and plans to investigate a number of ideas, such as emerging leadership styles, succession planning, and the impact of diversity in the workplace.

LRTS Editorial Board

LRTS Editorial Board chair Peggy Johnson reported on her presentation at the ALCTS Board regarding resolution/request for action prepared by the Editorial Board. The resolution/request was accepted. P. Johnson presented a second resolution asking the Board specifically to take action on supporting an automated manuscript management system and a digital preservation strategy for LRTS. A statement on the rights of authors to post pre-prints in institutional repositories is the responsibility of the LRTS Board. P. Johnson will draft a statement for review by the ALCTS Office and ALA Counsel.

P. Johnson and Edward Swanson reported on the journal and the books reviews, respectively.

ALCTS Executive Director Charles Wilt reported to the Editorial Board on progress toward a parallel e-version of LRTS.

P. Johnson announced that an author has been secured to write a review of acquisitions literature.

Board members reported on their activities to generate submissions.


Work on this goal included the planning and implementation of actions that would make a successful celebration of our 50th anniversary (Goals 1.5, 3, 5.4-6).

The following were accomplished:

  • Technical Services Fact sheets are complete with one exception and all will be available for distribution and posting at the ALA Annual Meeting.
  • A meeting with LIS and new members will take place on Friday during ALA Annual.
  • A list of authors/all-stars will be established to highlight the booth.
  • The ALCTS Booth schedule is in the works (5.4)
  • The ALCTS Division Committee Chairs update was given (4.1)
  • The Support Staff report was given (5.6-7)
  • ALCTS Membership statistics needs to be studied more closely (5.5)
  • “Mentoring for Success” is the title of the program scheduled for ALA Annual (5.7)

Significant discussion flowed during a visit by President Bruce Johnson and President-Elect Pamela Bluh. Johnson stressed the need to become proactive and exercise our leadership particularly with the changes at the national level affecting the technical services environment.

Organization and Bylaws (O&B)

The review of the Newspaper Discussion Group was discussed. Sue Kellerman, chair of the group, visited the meeting to participate in the review. The committee agreed that this group is the only place where this type of information can be shared, their meetings are well attended, and the group should continue.

Discussion continued on revision of the ALCTS bylaws to remove section names from Article X and a draft motion was finalized for Dale Swensen to take to the Board. The motion was presented to the Board at their Tuesday meeting, where it was unanimously approved. The committee also discussed exploring the creation of individual section bylaws.

As a final item, the committee discussed ways that O&B could oversee the renewal process for interest groups. They also looked at references to interest group policy on the ALCTS website and discussed ways to clarify this.

ALCTS President Bruce Johnson and President-Elect Pamela Bluh visited the meeting toward the end to observe the group at work and answer questions.

Piercy Award

This group did not meeting during the Midwinter Conference.


Members reviewed the new Strategic Plan database and discussed ways to roll out the database and to all ALCTS constituencies and generate interest in the Strategic Plan. Discussions ensued about the role of the committee to encourage various groups to participate and to put strategic planning on their agendas. Talking points were elicited so every group would hear the same message. Members discussed ways to present information to the ALCTS Board for chair Nancy Gibbs’ Monday afternoon presentation.

ALCTS President Bruce Johnson and President-Elect Pamela Bluh visited during the Sunday meeting and some of these same issues were discussed with them. They fully support the Planning Committee’s efforts and will continue to "talk up" the plan in all their venues.

Visitors from the Planning Committee to various groups to discuss the Plan and the database received positive responses.

Gibbs will continue to work with the ALCTS Office to finalize the rollout of the Planning database. All committee members will work to elicit support for inputting action items into the database. It was noted that committee report forms are received by Gibbs, the ANO editor, and the ALCTS Office. Gibbs will send specific report forms to committee members to enable them to prepare to input action items. After the database is released to the wider ALCTS committee structure, those groups will be responsible for inputting and updating their specific action items. The Planning Committee will continue to monitor the plan and suggest goals and initiatives that are less populated, need some tweaking, or where a specific action item could be inserted.

The committee discussed providing a comment button on the ALCTS home page near the link to the Strategic Plan to enable individuals to suggest how the Division should be using the plan or suggesting various action items. In some ways, this is the only opportunity for individuals not associated with a specific section to be heard within the organization. Gibbs will work with Christine Taylor of the ALCTS Office to make this happen.

The Planning Committee will try to engage the ALCTS sections and committees to consider planning and action items between the Annual and Midwinter Conferences, rather than just at those two meetings so that there is a better review of the plan and there will be more action items elicited and reviewed between the two major meetings.


The committee met with program and preconference planners for ALA Annual 2007 in Washington, D.C. to finalize arrangements for those events.

The committee will establish a Subcommittee on Preconferences to improve the way those events are developed. Pat Tully will chair the subcommittee, and Jim Dooley will serve as a member. Pamela Bluh will share a list of volunteers who might be interested in serving on the subcommittee.

Forums will be coordinated by the chair and the section representatives.

Chair Genevieve Owens will work with ALCTS Executive Director Charles Wilt to draft a Board declaration on the responsibility and authority delegated to Committees of the Board.


ALCTS President Bruce Johnson and President-Elect Pamela Bluh visited the Committee. They reminded the committee that the ALCTS Board approved the five-year strategic plan in June. They asked the Committee to read the plan and discuss what the committee should be doing to actualize it. John Duke has completed a survey on behalf of the Board on evolving communications technologies. The results of the survey are on the ALCTS website. The committee has been asked examine the survey results and discuss how they might use the organization’s new communications abilities to reach out more effectively to the membership and beyond.

Anne Sleeman has been appointed as the new Paper Series Editor. A mini Paper Series Editorial Board has been created and is scheduled to meet on Monday, January 22, 2007. Pamela Bluh will see through three of the current publications in process, and Anne will handle the other three and any new publication proposals. She received a manuscript one week ago for a publication on electronic resource management. It looks like two or three papers series publications should be issued in time for the 50th Anniversary and Annual Conference.

LRTS Editorial Board Chair Peggy Johnson reported on LRTS activities. An acquisitions literature survey has been solicited. LRTS needs more papers in general in the acquisitions area. For the first time, a guest editorial was commissioned to get a hot topic covered. The ALCTS Board accepted the LRTS report and endorsed two points: encouraging ALA production services to establish a means for electronic manuscript submission, and to pursue a preservation strategy for LRTS. LRTS has explicitly guaranteed rights to authors to post their articles to institutional repositories and the like.

Janet Belanger Morrow updated the Committee on Library Materials Price Index (LMPI) activities. LMPI is on track for this year’s Bowker publication. LMPI has decided that the issue of how to index electronic journals must now be addressed. They hope to create two “model” libraries, one for academic, and one for public, to deal with this issue. It will take a couple of years to put into the electronic journal index into place. Information Today has offered a presence on their website that would be branded with ALCTS. This would allow individuals to download files and manipulate data. LMPI would like to move forward with this before Annual Conference.

Mary Beth Weber reported on the ALCTS Newsletter Online (ANO). Two issues of ANO have been published since the Annual Conference in 2006. February 6 will be the deadline for the February issue to allow reporters two weeks after Midwinter Meeting to submit their reports. For April and December, the deadline will remain the first weekday after the first of the month. The call for reporters is now issued to the ALCTS Leaders list first, to allow those who had already arranged for reporters to respond before a general call goes out. ANO has expanded its content to list grant opportunities, calls for papers, and surveys. The display for the calendar of events has also been expanded to include national, international, and regional events. Approximately 750 people have signed up for automatic notification of ANO publication.

Narda Tafuri read a report submitted by Kay Granskog on the progress of the Foreign Book Dealers Database (FBDD). The inputting is nearly complete (a few new publishers need to be added for Asia-Pacific). There remain a couple of glitches that affect display but they ought to be fixed and ready by Annual Conference 2007. All committee members are requested to review it for any errors or problems that have not been identified. Christine Taylor is sure that these issues can be resolved before ALA Annual and that the FBDD will be available for the ALCTS 50th Anniversary.

Guest Angela Kinney was present to represent the preconference organizers for the session tentatively entitled “What They Don’t Teach in Library School.” The preconference organizers had believed that the papers will be made available as a Paper Series publication. The preconference organizers still need to submit a formal publication proposal.

The Section Liaison Representatives (Janet Belanger Morrow for John McDonald (AS); Douglas Litts (CMDS); Aipen Chen-Gaffey (CCS); Ann Marie Willer (PARS); and Connie Foster (SS)) updated the Committee on the status of their sections’ publications proposals and manuscripts. The updated “progress” spreadsheets will be posted to the ALCTS Publications Committee Online Community website.

Richard Sapon-White attended a joint meeting with the ALA Publishing Committee meeting on behalf of the Chair, Narda Tafuri. The ALA Publishing Committee had requested feedback from divisions. ALA Publishing has first shot at anything a division publishes. However, even if it declines to publish something, they may still offer their assistance in marketing or design. The ALA Publishing Committee discussed the possibility of offering a program for potential authors to let them know what to expect when going through the publishing process rather than a “how to get published” program. Richard suggested that they might want to consider an FAQ. A copy of the ALA Publishing Committee policy manual and organizational chart to the division representatives in attendance was given to the ALCTS Publishing Committee.

Douglas Litts reported on the FAQs that Richard Sapon-White and he have developed for the ALCTS Publishing Committee’s Online Community website and which have been reviewed by the Committee. It was suggested that a FAQ be added regarding the meeting days and times for Annual and Midwinter. A FAQ will also be added regarding how members’ terms run. Narda will post the FAQs on the Online Community site after Midwinter.

Narda will obtain a copy of the form the ALCTS Office uses as a guide to marketing outlets for publications and distribute it to the Committee for suggestions. The Committee asked if it would be possible for the guide series that are being produced to be offered as part of a standing order plan. Narda will follow up on this idea.

The lists of publications needing review on a regular basis have not been updated. The Committee needs to look at the review process and determine why it is not working.

Paper Series Editorial Board

The newly created ALCTS Papers Series Editorial Board met for the first time at the ALA Midwinter Meeting. Members reviewed the ALCTS Papers Series publication process for both print and electronic publications. All current projects were reviewed.

Actions taken by the Board included:

  • Review of the proposal for a publication received via the form on the ALCTS website. More information is needed to make a decision about publication. Anne will request the information (intended audience, outline of chapters, origin of the idea, and sample chapter) and resubmit the proposal for email discussion when it is received.
  • There was a decision to ensure more complete information for future proposals by revising the ALCTS Papers Proposal Form. The Editor will draft a replacement form for the Board to review. Required and optional fields will be indicated to prevent prospective authors from being overwhelmed by requests for information.
  • Each current publication project in the Papers Series was assigned to a Board member for assistance through the remainder of the publication process.    


Acquisitions Section (AS)

Acquisitions Organization and Management Committee

The Committee chair reported that the finalized preconference proposal “Workflow Analysis, Redesign, and Implementation: Integrating the Complexities of Electronic Resources in the Digital Age” was approved by the ALCTS Program Committee with no request for changes. It is scheduled for Friday, June 22, 1:30-5:00 pm at ALA Annual 2007. Speakers will include R2 Consulting, Catherine Tierney (Stanford University), Kim Armstrong (University of Illinois at Springfield), and Celeste Feather (The Ohio State University). Nominal co-sponsors for the preconference include the ALCTS Serials Section, ALCTS Collection Management and Development Section, and LITA.

The Committee then focused discussion on delegation of committee assignments prior to and during the 2007 Annual preconference. All assignments were delegated.

The Committee’s activities contributed to the achievement of the following ALCTS Strategic Plan goals and objectives: Goal 1 (provides leadership in the management of information), Objectives 1, 2, 3, 5, and 6; Goal 2 (defines best practices), Objectives 1, 2, and 3; Goal 3 (provides continuing education), Objectives 2, 3, 4, and 5; Goal 4 (collaborates with organizations), Objectives 1, 2, and 5; and Goal 5 (is a vibrant membership organization), Objectives 1, 3, and 4.


Volunteers were solicited to teach the Fundamentals of Acquisitions web course and names will be forwarded to the current instructors.

Volunteers were solicited to serve as beta testers for the Fundamentals of Electronic Resources course, and everyone on the committee was interested in participating as soon as the class is available. Materials have been sent to the ALCTS Office.

Status reports on two other classes, Advanced Fundamentals of Acquisitions and Fundamentals of Serials, are expected in June at the ALA Annual Conference.

There was a brainstorming session to consider other types of continuing education opportunities for all levels of library workers. The discussion focused on a wide range of topics and will be pursued over the next few months.

There were no recommendations for Board action at this time.

Policy and Planning

The AS Policy and Planning Committee reviewed two section committees at this year’s Midwinter Conference.

  1. Technology Committee: The Technology Committee has struggled over the past two or more years, and seems to be recovering. It now has a full roster of members and is planning a program for the 2007 Conference. The members are also considering writing a regular column for a publication such as ANO.
  2. Research and Statistics Committee: The Research and Statistics Committee has been very active over the past few years. The committee has a full roster of members. It has sponsored a successful series of programs on research methods at the past two annual conferences, and it will sponsor the final program in the series in 2007 in Washington, D.C. The committee is thinking about future directions and hopes to plan programs more focused on statistics.

The Policy and Planning Committee’s other main agenda item was to consider its role in the ALCTS planning process. The committee met with Judy Sterling, the AS representative to the ALCTS Policy and Planning Committee, to discuss how they should interact with her and the planning process. The Policy and Planning Committee will take responsibility for working with the database that will track progress on the Division’s strategic plan; each year at the Annual Conference, committee members will meet with each of the other Section committees to check on ongoing action items, find out about new initiatives being planned, and make sure all action items are properly tracked in the database.


The AS Publication Committee has been busy canvassing our colleagues about acquisitions topics that require present or immediate attention. At the same time, authors have been sought to address these topics. In the coming year, ALCTS members will be able to avail themselves of the much needed Guide to Writing RFPs in Acquisitons by Fran Wilkinson, Guide to Credit Card Purchasing by Nancy Gibbs and Narda Tafuri, and Guide to Performance Evaluation of Library Vendors by Stephen Bosh and Chris Sugnet.

The popular Foreign Book Dealers Directory, a favorite tool of every acquisitions librarian, will soon to be available in electronic form. Kay Granskog merits our appreciation for her diligent efforts by which, over the past few years, she has converted a popular print product into its electronic apotheosis: Foreign Book Dealers Directory Online. Thanks, Kay and the other members of the Foreign Book Dealers Subcommittee!

The committee has solicited writing from some prominent professionals in the field. Forthcoming publications will include Guide to Acquisitions’ Role in Institutional Repositories by Karl Debus-Lopez, Guide to Approval Plans by Amy McColl, et. al., Guide to Acquiring and Managing E-book Collections by Celeste Feather, Guide to Licensing Electronic Publications by Trish Davis, and Guide to Collecting, Analyzing and Presenting Acquisitions Data by John McDonald.

Many other ideas for publications are in development and close to fruition. The committee hopes to soon bring the latest topical checklists and guides to our constituency. Watch for further updates on new titles from the ALCTS AS Publications Committee and the experts who have answered their call.

Foreign Book Dealers Subcommittee

The last of the vendor addresses have been input and the subcommittee is waiting for two display issues to be resolved before the directory can be unveiled. This is expected to occur soon. Miriam Palm will be writing an article for ANO when it is available and will serve as the editor for the first year. The subcommittee will dissolve and the AS Publications Committee will appoint a committee member to serve as editor after the first year as long as it is still considered a valuable resource.

Research and Statistics

The committee met on January 20, 2007. The ALCTS Program Committee approved the committee’s program submission at the Annual Conference in 2006. Over the past six months, the committee finalized speakers and panel members of editors from library and information science periodicals.

Chair Michael Anthony Norman reported on his meeting with the ALCTS Program Committee on Saturday, January 20, 2007 to report on the progression of planning for the program this summer. The committee recommended changing the program description to fit within the seventy-five word limit, and asked for revisions to be submitted before January 30. Overall, the Program Committee approved the direction of the program and the list of speakers. They also agreed with the possibility of restructuring the last segment of the program, which would give attendees a chance to talk to the editors about research/publication work.

Much of the meeting pertained to finishing up planning for the 2007 ALA Annual program “Why Can’t Johnnie and Jane Get Published: Part 3: Research Survey Methods.” Each member of the committee agreed to act as personal liaison with the various speakers: Regina Beach (Jim Mouw), Anna Korhonen (William Potter), Virginia Kay Williams (Connie Foster), Leslie Rios (Karla Hahn), Michael Norman Anthony (David Kohl), and Sandhya Srivastava (Donald King, main speaker). The group also agreed to submit a list of common themes for the journal editors to use as the focus of their discussion. M. Norman will email the group with details and a timeline to follow over the next four months. The deadline for PowerPoint presentations is May 15.

The speakers, including a panel of editors, will examine the concepts of quantitative research, demonstrate proper ways to collect numeric data, show how to use statistical analysis to interpret collected data, document the different stages of the peer-review process, and exhibit proper/improper usage of statistical data. In the last segment, program attendees can discuss possible research articles and interests with the editors.

The final speaker list is now available. For the four hour session, first part (90 minutes)– Donald W. King, Visiting Scholar, University of North Carolina, Chapel Hill; Second part (90 minutes) - Panel of editors (1) Moderator, Trisha Davis, Head, Serials and Electronic Resources Department, The Ohio State University; (2) William Gray Potter, editor, College and Research Libraries; (3) James Mouw, editor, Library Collections, Acquisitions, and Technical Services; (4) Karla Hahn, Editorial Board Member, Library Resources & Technical Services; (5) Connie Foster, editor, Serials Review; and 6) David Kohl, editor, Journal of Academic Librarianship.

M. Norman will step down as Chair, ALCTS Acquisitions Section, Research and Statistics Committee after the 2007 summer program. Regina Beach agreed to become chair for 2008.


The Committee discussed upcoming roster changes as Jeff Carrico, Marsha Garman, Betty Landesman and Catherine Nelson are rotating off this summer. Farrell agreed to chair and everyone concurred. Carrico and Landesman need to go off the committee due to term limits (Carrico) and restrictions on ALCTS section chairs' serving on any other committees (Landesman).

Garman and Nelson are eligible for reappointment to a second term, and expressed willingness to continue on the committee.

The Planning Policy committee questionnaire was reviewed and discussed at length. The discussion centered on the future of the committee in its current form. Other possible permutations, such as becoming a discussion group or an interest group were considered. Ultimately, it was agreed that remaining a committee was the best solution and that although it was sometimes difficult to plan programs in such a dynamic area of librarianship, programs and program planning was essential. Additionally, another responsibility such as being responsible for something such as a column for ANO was suggested as this would allow for a more timely treatment of new technologies.

The program for the ALA Annual Conference in Washington, D.C. was reviewed and suggestions made. Carrico will complete the necessary forms and the Program Committee will review our recommendations and get back to us after Midwinter.    


Cataloging and Classification Section (CCS)

Cataloging: Asian and African Materials Committee (CC:AAM)

The highlights of the meeting were the report by Keiko Suzuki, summarizing the activities of CC:DA, particularly developments with RDA, and the report by Hideyuki Morimoto on the activities of the CC:AAM task force in reviewing RDA for elements concerning our subject areas. Philip Melzer gave highlights of changes in cataloging practices at the Library of Congress. William Kopycki reported the formation of an interest group aiming at sponsoring a program on the impact of non-Roman scripts on practices for authority work and cataloging records as well as developments in Islamic law subject headings. Another interest group, consisting of five Africanists, has been formed to review and critique the IFLA uniform title document on anonymous works, which was referred to CC:AAM.

Committee on Cataloging: Description and Access (CC:DA)

The Committee on Cataloging: Description and Access (CC:DA) met twice at ALA Midwinter in Seattle. On Saturday, January 20, the main agenda item was the report of the ALA Representative to Joint Steering Committee (JSC), Jennifer Bowen, who reported on the October JSC meeting. In addition to Ms. Bowen's report, CC:DA heard reports from the Library of Congress (LC) representative, Barbara Tillett, and the ALA Representative to NISO, Betty Landesman. The Task Force to Maintain the CC:DA Publication “Differences Between, Changes Within” presented its final report; its term has been extended until final publication of the document. The future of four active task forces were reviewed and, after discussion, three were discharged. Including those, a total of five task forces were officially discharged: the Task Force on the Review of ISBD Consolidated (July 2006 Draft), the Task Force for the Revision of the ALCTS Online Publication “Guidelines for Cataloging Microform Sets,” the Task Force on Consistency across Part 1 of AACR, the Task Force on FRBR Terminology, and the Task Force on Specific Material Designations (SMDs).

On Monday, January 22, the main agenda item was discussion on the development of Resource Description and Access (RDA). Ms. Bowen also solicited CC:DA feedback on the CONSER standard record and RDA. CC:DA heard from Donald Chatham, of ALA Publishing Services, regarding the development of RDA Online and from Everett Allgood, the MARBI representative, regarding the MARBI decisions made during Midwinter. CC:DA approved a proposal from the Music Library Association and asked the proposal be forwarded to the JSC for consideration.

Cataloging of Children’s Materials

The Committee discussed the upcoming program, “Cataloging Correctly for Kids: AV, E-Books, and More!” to be presented at the Annual Conference in Washington, D.C., on Sunday, June 24 at 1:30 p.m. Two of the three speakers were present at the meeting, and agreed to keep in contact to avoid duplication of material. The program presentation is proceeding well.

John Celli, Head of the CIP Program at the Library of Congress (LC), asked to attend the meeting to receive imput regarding possible changes to the Annotated Card Program and CIP program processing of juvenile titles. He explained the rationale behind the proposed changes, and listened to the committee’s comments. Members questioned having publishers or other organizations provided summaries rather than the Children’s Team write them, nor were they very receptive to the possibility of LC catalogers assigning juvenile headings to nonfiction works when they are assigning the LCSH headings. It was felt that readers need to be included in the CIP program, while the phonics book could be excluded. Additional comments will be sent to Jane Gilchrist at the Library of Congress.

Continuing Education Training Materials, CCS/PCC

CETM first welcomed two new members: Hien Nguyn, the Library of Congress Liaison, and Greta de Groat, PCC Representative. The Chair reported on progress with updating workshops. The Rules and Tools for Cataloging Internet Resources Materials Review Working Group has been assembled. Jennifer Lang will chair a group that consists of Greta de Groat, Lisa Furubotten, Les Hawkins, Allene Hayes, Meg Mering and Debra Shapiro. The updated files for this work should be submitted to Cataloging Distribution Service (CDS) by June 2007. The Basic Subject Cataloging Using LCSH Materials Working Group has been assembled. Michael Colby and John Mitchell will deliver updated files to CDS by June 2007.

The Committee discussed several questions regarding the Cataloging For the 21st Century Workshops. The group responsible for workshop content and trainer development (the ALCTS Continuing Education Implementation Group) has completed its charge and has been dissolved. These questions will be forwarded appropriately.

The Committee also held an initial discussion regarding the workflow and process for determining when workshops need to be updated. No conclusions were reached.

A question was raised regarding the web-based guidelines on hosting workshops on LC’s webpage. The Committee agreed to review this page and to discuss it electronically over the next two months. Concerns will then be forwarded as appropriate.

The committee agreed to work to determine a better meeting time for ALA meetings.

Education, Training, and Recruitment for Cataloging (CETRC)

Cataloging for the 21st Century/CETRC: Sylvia Hall-Ellis provided the background for this agenda item. David Miller and Martin Kurth, from the ALCTS Continuing Education Implementation Group (CEIG), asked CETRC to assume responsibility for their continuing education courses by forming a CCS CETRC Subcommittee on Cataloging for the 21st Century Online Course Development. The CEIG is due to sunset after the Midwinter meeting. This request was approved by CETRC via e-mail in November 2006. The Subcommittee’s charge will be to continue developing online courses based on the current face-to-face training materials. These online courses will be delivered via Blackboard.

The Committee discussed ways to implement this charge. It was suggested that individual teams be formed for each CE Course, which could include people who are not CETRC members. It was further suggested that educators who are familiar with developing online courses chair the teams.

The following people volunteered to participate on the teams:

  • CE Course 2 (Metadata Standards and Applications) – Robert Ellett
  • CE Course 3 (Principles of Controlled Vocabulary) – Danny Joudrey, Anna Ashikhmina, Martha Ann Bace
  • CE Course 4 (Metadata and Digital Library Development) – There were no volunteers
  • CE Course 5 (Digital Project Management Basics) – Marlene Harris, Angela Kinney, Gretchen Hoffman

Rebecca Mugridge volunteered to help with reviewing the courses.

The Committee also discussed the continuing work on the Fundamentals of Cataloging online course, which will be offered through ALCTS. It will be a four-module course similar to the Fundamentals of Acquisitions course already being offered. The Committee hopes to have a prototype available for review by Annual 2007, and to have it finished by Fall 2007. The group discussed the order of formats to be covered in the course. One suggestion was to allow students to choose the order of the formats according to their needs, once they have completed the monographs section. Another suggestion was to have two courses, one a Fundamentals course that covers the basics and monographs, and the other focusing on other formats. Students would be able to take only the special formats course if desired. It was also suggested that we look at what library schools are doing in their online courses. Robert Ellett volunteered to compile a list of cataloging instructors who are teaching online.

The status of the Cataloging Recruitment Toolkit is still unknown. The changes required by the ALCTS CCS Research and Publication Committee were made and resubmitted after Annual 2006.

Angela Kinney and Martha Ann Bace provided an update on the Committee’s preconference, “What They Don’t Teach in Library School: Competencies, Education and Employer Expectations for a Career in Cataloging.” The preconference is designed to bring together educators, new catalogers, veteran catalogers, and employers to discuss issues related to transitioning from library school to cataloging positions. The breakout sessions are intended to lead to identifying practical action items. A task force will be formed to pull together these initiatives. The organizers hope to film the preconference for webcasting from the ALCTS and Library of Congress sites. They are investigating how to get the presentations published.

Priscilla Williams announced that the Mentoring Subcommittee has issued a new call for mentors and mentees. There are currently more people volunteering to be mentors than there are mentees. They have set up a database of pairings in the ALA Online Community.

Bhagirathi Subrahmanyam announced that the Continuing Education Subcommittee has distributed a survey via Survey Monkey to determine continuing needs.

Sylvia Hall-Ellis asked committee members and guests to begin thinking about potential preconference or program topics for Annual 2009.

Policy and Planning

CCS Policy and Planning met only once during the Midwinter Meeting in order to free up member time to attend various ALCTS forums and 50th anniversary events. The goal is to conduct as much work as possible electronically in advance of the Annual Conference to complete business in one meeting.

CCS Policy and Planning distributed questionnaires to two committees and three discussion groups to review their charges and activities: Policy and Planning Committee, Research and Publications Committee, Copy Cataloging Discussion Group, Heads of Cataloging Discussion Group, and Cataloging Norms Discussion Group. Committee liaisons contacted the chairs to offer assistance and, when possible, attended the committee and discussion group meetings at Midwinter. Questionnaires are due by March 1.

CCS Policy and Planning is up for review and meeting time was devoted to discussing the charge and answering the questionnaire. Responses will be finalized and sent to the CCS Executive Committee for clarification and feedback on the committee’s role in monitoring action items in the new ALCTS planning database.

Research and Publications (RPC)

Two of the publications reviewed by RPC this fall, “Essay on Metadata” by RPC and “Semantic Interoperability” by SAC, are still pending approval. The CCS Executive Committee members will vote on them at their Sunday, January 21 meeting.

The CCS Planning Committee chair gave an update on ALCTS’ new planning database, and asked the section committees to think about their current activities and how these will fit the Strategic Plan.

RPC is coming up for review. Michelle Robertson, CCS Planning Committee liaison to RPC, gave a brief explanation of the review process. The committee members discussed various issues and raised questions concerning the Charge Review Questionnaire and RPC’s current charges. Robertson will take these back to the CCS Planning Committee. The RPC members will further discuss the matter and complete the review form prior to the March 1 deadline.

RPC needs to review three publications from the list of ALCTS Publications for Review in 2007. The deadline for the selection of three titles was set for February 2. Committee members were also aware that this list of publications had not been updated, which made it difficult to further select publications for review. Aiping will report the problem to the ALCTS Publication Committee and Christine Taylor of the ALCTS Office.

The Web publication Guidelines for Cataloging of Record Sets: Reproductions (Microform and Electronic) and Original Sets has been approved by the ALCT Publication Committee, and hopefully will soon be available on the ALCTS website.

Essay status and topics for 2007 were discussed. Rockelle Strader (Rocki) has been working on an update essay on electronic resources, and will submit a draft by early March. Aiping updated the committee on the current status of her research of the literature on vendor supplied cataloging records. There was not much literature on this topic, which suggests that more research is needed and should be encouraged. Aiping will stay with the topic and complete an essay before the Annual Meeting. The committee discussed the future essay topics. One hot topic suggested was “the future of cataloging.” The committee was aware that interesting research and articles are in the pipeline. No decision has yet been made on which committee member will write an essay on this topic.

Several members planned to attend the ALCTS Forum on the Future of Cataloging. The committee will follow up on possibility of publications coming out of this forum.

The RPC Online Community web page is now available. Aiping suggested that the committee use this interactive web tool for future discussions, documentation, and other activities.

Subject Analysis

The Subject Analysis Committee (SAC) met twice: on Sunday morning (January 21) and Monday afternoon (January 22). The SAC chair, the subcommittee chairs, and liaisons made their reports.

Some of the highlights were:

  • The SAC members voted to reconfirm the email vote to approve the charge of the SAC Subcommittee on the Future of Subject Headings. The SAC members also voted to extend the life of the SAC Subcommittee on FAST until Midwinter 2008.
  • Julianne Beall from the Library of Congress (LC) and Joan Mitchell from OCLC reported that they are developing an online set of DDC training materials based on their experiences teaching Dewey to LIS students, librarians new to Dewey, and librarians needing a refresher in Dewey application. The materials will include a basic course on the structure and use of the DDC, plus a series of short modules based on special topics (including a general overview). They expect to begin mounting the DDC training materials on the Dewey website sometime in the first quarter of 2007.
  • Ed O’Neill of OCLC reported on the status of FAST (Faceted Application of Subject Terminology). FAST is a subject vocabulary derived from Library of Congress Subject Headings (LCSH) that is being cooperatively developed by the OCLC and LC. On June 21, 2006, the beta version of the FAST authority file was replaced with version 1.0. This new version is being maintained, and changes are now being made on a record-by-record basis and record numbers are being retained. Recently, the last three facets, Chronological Periods, Events (Conference and Meeting Names) and Uniform Titles were completed.
  • David Miller and Ed O’Neill, IFLA liaisons, reported that IFLA Classification and Indexing Section presented its Open Programme on Wednesday, August 23, 2006 on the theme of “Interoperability of subject access for multilingual and multi-script networked environment, particularly for Asia.” The Programme was attended by approximately 110 people. Papers were selected in response to a worldwide call for papers on this theme, in accordance with the practice now widely adopted by IFLA Sections. Papers were presented and discussed at the programme.
  • Qiang Jin, Chair of the SAC Subcommittee on FAST, reported that the SAC Subcommittee on FAST met on Friday. The subcommittee members provided the FAST team with some feedback on the draft of the FAST manual. Ed O’Neill gave the subcommittee an update on the FAST developments since annual 2006. At Annual 2006, the subcommittee members decided to assign FAST and LCSH to eighty complex search terms found by Arlene Taylor through a university library transaction log to test against FAST. The suggestion was that the subcommittee members assigned FAST headings for the concepts as if there were a book on the topic. Arlene Taylor was responsible for the project. Shelby Harken, Shannon Hoffman, Jimmie Lundgren, Eric Childress and others assigned FAST headings for those eighty complex search terms. Lynn El-Hoshy and Pat Kuhr assigned LCSH. The subcommittee members discussed issues concerning the assignment at the meeting. The FAST team has completed the last three facets: chronological periods, events (conference and meeting names) and uniform titles. The subcommittee members decided that we are going to look at a sample of the three facets to provide the FAST team with some feedback. Ed O’Neill will send the chair of the subcommittee a sample in March. The subcommittee reviewed the charge and decided to extend the life of the subcommittee until Midwinter 2008.
  • Lynda Aldana, Chair of the SAC Subcommittee on Genre, reported that the subcommittee has been planning a program for Annual. The title of the program is “New Developments in Form/Genre Access: Where We are, Where We are Heading, and Where We Want to Be.” The program will be on Saturday from 1:30-3:30 pm.
  • Lisa Bruere, Chair of the SAC Subcommittee on the Future of Subject Headings, reported that the subcommittee met on Friday. The subcommittee is divided into four small groups (strengths, weaknesses, opportunities and threats). The subcommittee will draft a preliminary report by ALA Annual 2007.
  • Lois Mai Chan and Ed O’Neill reported on the Functional Requirements for Subject Authority Records.
  • Diane Hillman from Cornell University discussed the Simple Knowledge Organization System: bringing vocabularies to the Web using the registry for semantic mapping. There was a lively discussion after her talk.    


Collection Management and Development Section (CMDS)

Administration of Collection Development

The committee roster was updated. Albert Joy resigned. Kathy Tezla has resigned and will now serve as Member-at-Large and liaison to the committee. Chair Sally Willson Weimer’s term will expire after the Annual Conference.

Sally Willson Weimer asked the committee if they wanted to prepare a bibliography of recent publications on the topic of a past program offered by ALCTS on June 27, 2005. The program was entitled “Use Measures for Electronic Sources/State of Standards Program.” The committee felt that the program is now somewhat dated. New SUSHI and COUNTER standards have superseded older use measures. One member suggested that the topic could be a possible section in the toolkit, or could be addressed in the section on assessment.

Sally Willson Weimer informed new members of the committee’s work on a draft toolkit for the administration of collection development. Sally is checking on whether it can be made available on the University of California Santa Barbara website. Guest Betty Landesman (NIH Library and Vice-Chair/Chair Elect of CMDS) suggested that the toolkit be posted on the ALCTS website. Each committee has a page with a roster, and the toolkit could be added to that page. Sally asked which members had already volunteered or would be interested in volunteering to work on sections of the toolkit. John Vickery had volunteered to work on finance. Brian Quinn completed a section on selection. Kathy Tezla volunteered to work on the section on training. Judy Jeng offered to work on the section on assessment and use measures. Suzi Szaz Palmer volunteered to do the section on preservation and digitization. Mark Braden will work on deselection. Lee Ann Lannom offered to work on the section on cooperative collection development. Sally Willson Weimer will do the section on administration and management. Betty Landesman suggested that the toolkit could include not only articles and book chapters but also websites. She also suggested that the toolkit not be limited to academic libraries but should include public and special libraries. The committee discussed the style in which to format citations. Sally distributed the section on selection that was completed by Brian Quinn. The citations could be in modified APA style. It might also make sense to place citations in bold to make them easier to read, and possibly indent them. This could be done by committee members or by the ALCTS webmaster, Christine Taylor. Christine should be consulted first about format. Committee members agreed to complete a first draft of their sections by April 1. Kathy Tezla said that the toolkit should go to Julie Reese as committee work rather than a publication.

Sally asked the committee to look at the document “ALCTS and the Future of Bibliographic Control: Challenges, Actions, and Values” and make comments. The document suggests that ALCTS is trying to become more collaborative. Technology is changing our work in collection development. This presents an opportunity for ALCTS to provide training for this new environment.

Collection Assessment Committee

The committee began the meeting by making sure everything was ready for the ALCTS Forum “E-Resources Use Data: Outsource or In-house?” scheduled for Monday. An evaluation form will be distributed during the forum to determine if the content was current and of interest, and if the “forum” format is useful for attendees.

The committee is ready to move forward with a Collection Assessment Course and would like to know the next steps. The goal is to be ready to announce a course in January 2008 and make it available some time in 2008 (possibly more than once a year). The structure/template will be similar to the Fundamentals of Acquisitions course. There will be one moderator and two or three instructors. A moderator and one instructor have already expressed interest.

Collection Development and Electronic Media

There was an update on the program for annual, which is titled, “Collecting for Institutional Repositories: All the News That's Fit to Keep.” It will take place on Sunday, June 24, 10:30 am–12 pm. Joseph J. Branin, Director, The Ohio State University Libraries, will serve as moderator. The panelists are: Susan Gibbons, Associate Dean for Public Services and Collection Development, River Campus Libraries, University of Rochester; Jim Ottaviani, Coordinator, Deep Blue, University of Michigan Library; and George Porter, Engineering Librarian, California Institute of Technology.

Chair Andrea Imre will set up conference call for presenters and the moderator. A program format was discussed. Room size needs to be changed to accommodate 101–150 people. Evaluation forms will be prepared by Susanne Clement using previous CMDS CDER program evaluation form as sample. Adrian Ho and Joe Toth will work on a bibliography. They will contact speakers and ask for suggestions. The bibliography will be posted on ALCTS website and maintained for six months. It was felt that e-mail (rather than a Wiki) was sufficient for committee communications.

Andrea will ask panelists to either bring handouts or provide copies prior to presentation and Pat Loghry will coordinate website posting of presentations. There is currently one co-sponsor for the program, the ACRL, Education and Behavioral Science Section, E-resources in Communication Studies.

It was reported that Oregon is building their own federated search platform and they are asking vendors for metadata in licenses they negotiate. There was a discussion of other examples of deal breakers and libraries that have posted their deal breakers on their websites (e.g. Minnesota). The committee might collect these model licenses/ model drafts and create a website.

Brainstorming topics for future committee activities:

  • Consortial selection
  • Changing roles in collection development vs. acquisitions
  • e-books
  • Core competencies in licensing
  • New technologies (e.g. ipods) and how they affect coll. dev.
  • Open Access


The Committee reviewed the evaluation survey from the annual program on collection assessment. While the reviews were very positive, it was generally felt by most attendees that a three-hour program is too long.

Peggy Johnson is writing an online course titled “Fundamentals of Collection Development.” The Education Committee is responsible for testing the course and evaluating and updating the content. The “course” is due to ALCTS before June 2007.

The previous chair submitted a core competencies document for collection development to the ALCTS Education Committee. The final document is being planned.


The committee was updated on the status of the Sudden Selector Series guides. The business guide is completed and is in production, with the book now scheduled to appear by ALA Annual 2007. The art guide is in progress but behind schedule; in late fall, 2006, committee members reviewed and commented on sample chapters. Deadlines for other guides have been extended, as follows: Communication Studies, August, 2007; History, September 2007; Music, May 2007, Children’s Literature, May 2007, Chemistry and Chemical Engineering, May 2007. A proposal for a Sudden Selector Guide to English was received just prior to ALA, and will be distributed to the committee for review. A proposal for a Guide to Lesbian/Gay/Bisexual/Transgendered Studies (LGBT) was solicited just prior to ALA. The committee discussed future topics for guides, and agreed to solicit a proposal for Biology. Other topics of interest were identified, with special interest in Engineering and Government Documents. Finally, members of the committee agreed to act as liaisons to individual Sudden Selector Guide authors, and appointments were made. The series editor and the committee chair agreed to draft guidelines for the liaisons.

The committee continued discussions, begun at previous meetings, on the subject of revisions of CMDS Guides. The committee reviewed four older CMDS Publications:

  • Guide for Writing a Bibliographer’s Manual (CMDS Guides, No. 1, 1987)
  • Guide to Evaluation of Library Collections (CMDS Guides, No. 2, 1989)
  • Guide to Budget Allocation for Information Resources (CMDS Guides, No. 4, 1991)
  • Guide for Training Collection Development Librarians (CMDS Guides, No. 8, 1996)

Three committee members volunteered to review guides #1, #2, and #8, and make recommendations to the full committee at ALA Annual 2007. Guide #4 was recently revised.

Possible future projects were discussed:

  • Managing Media Collections. The committee discussed the need for a guide to managing video, DVD, CD, spoken word, and other media collections. The committee chair will explore the feasibility of beginning such a project, and report to the committee at ALA Annual 2007.
  • Working Paper Series. The committee discussed attempting to implement an online working paper series on collection-related topics. The committee chair will explore further, and bring discussion points to ALA Annual 2007.

The committee discussed the document “ALCTS and the Future of Bibliographic Control: Challenges, Actions, and Values.” The committee suggested exploring opening up interest groups to librarians outside of ALCTS, and encouraging new kinds of communication with an eye toward archiving web content.



Council of Regional Groups (CRG)

Affiliate Relations

The Affiliate Relations Committee discussed ways to improve seeking and maintaining current contact information and activity reports from the affiliates. Members were reminded to maintain communication with their assigned affiliates between conferences and to report updates to their committee chair. (Sue Anderson will serve as Interim Chair from February through ALA Annual Conference, 2007.)

Goals to be completed before Annual Conference, 2007:

  • Each committee member will report the names and email addresses of the current Chair and Vice Chair of each assigned affiliate.
  • Any affiliates not currently assigned to a committee member will be covered.
  • Application information will be sent to a prospective affiliate in Missouri.
  • Affiliate contact information and activity reports will be accessible via a CRG Wiki.

Continuing Education Committee

The committee discussed progress on the action items from the June meeting. Elaine Yontz provided a status update on the management course, which is going slowly. Use of a Wiki to fulfill the purpose of establishing better communication regarding educational opportunities between affiliate organizations and ALCTS was discussed. Action items include: notifying CRG Chair Elaine Yontz of the committee’s desire to move forward with Wiki development, create a wish list of priorities for the Wiki, contact Christine Taylor with a Wiki request and RSS feeds, contact the CRG Affiliate Relations Committee for its input, and attempt to have something up by annual.

Speaker’s Bureau

The most exciting of the Committee’s accomplishments was the highly successful campaign to solicit candidates for the Directory through a letter-writing campaign to appropriate faculty members at accredited library and information science schools in the United States and Canada from February 2005 to September 2006. By September 2006, all the committee members had completed their tasks of contacting faculty members of those library schools assigned to them by Carol Hryciw-Wing, the former chair of the Speakers’ Bureau. After September 2006, more people were solicited by contacting appropriate candidates from ARL Libraries, the ALCTS Leaders list, NASIG Directory, and lists of authors of recently published articles in technical services journals. From February 2005 to January 2007, new additions to the Directory grew to thirty-eight in number. This is a 126 percent increase over the number of people in the Directory in February 2005. Kudos are due to those members who worked hard to seek these fine candidates for the Directory. At this meeting, the committee decided to contact invited speakers and keynote speakers at library conferences and subject teachers for ALCTS CE courses for possible candidates for the Directory.

A revamped Information Form, structured to facilitate geographic sorting of Directory entries and offering a listing of controlled vocabulary to allow topical sorting, is near completion. Before the 2006 ALA Annual Conference, the list of topics was finalized and sent it to Christine Taylor. In September 2006, at Christine’s suggestion, the procedure that had been used for submitting the Directory updates were changed. From September 2006, only one updated version of the Directory was submitted on the last Friday of each month to Christine for uploading on the CRG website. The delay between a new speakers' submission and his or her listing will be four weeks at the longest.

Committee members discussed engaging in another effort to contact the CRG regional affiliate groups in search of information about use of the Directory. Instead of sending the survey to the affiliate’s listserv, it will be sent directly to the chairs of the affiliates. The chair of the Affiliate Relations Committee will be contacted to get the updated list of the contacts of affiliates later this year. This survey will also serve the dual purpose of marketing the Directory to the affiliates just in case they have not heard about it.

Committee members discussed coming up with a list of criteria for selecting candidates for the Directory to ensure the quality of the Directory.    


Preservation and Reformatting Section (PARS)


Adrienne Bell gave a report on the Preservation Instruction, Education and Outreach Discussion Group meeting with twenty-six attendees. Aimèe Primeaux gave a brief update on the NEDCC curriculum testing. It went well and they are at the point of determining the form of delivery. Images will be available for use. Concern was raised about the apparent duplication of effort between NEDCC and the ALCTS Fundamentals course being developed by Karen Brown and Jacob Nadal. The next phase is a classic bibliography.

The Core Competencies document modifications were discussed and made. The document will now be passed on to the Education Committee.

Discussion in the PARS Education Committee on the Core Competency document suggested a cover letter to give future members background on the project. Adrienne Bell will write a background statement to be added to the reverse side of the core competency document. The next step will be to make a bulleted list of course topics. Contract preservation professionals also made distinctions between the development of the bullet list by the committee and the development of the actual courses. PARS Education will select the developer of the course and then forward that person on to PARS Program Planning and Publication who passes it onto PARS Executive who then passes it on to ALCTS. The question was raised as to the PARS Education committee’s role in education programs and out interactions with the program planning committee.

Steve Dalton, in his role as liaison to the ALCTS Education Committee, reported that the draft templates for developing continuing education courses were in the process of being redesigned in grid form.

Tom Teper, from the Executive Committee, reported that the Executive Committee was looking at a bibliographic control document in response to the Library of Congress’ sudden changes to cataloguing rules. ALA was left in reaction mode rather than being considered a partner. The question was raised: How can the groups make ALA more proactive? He then charged the Education Committee to develop content for an ALA Wiki to act as a layman’s handbook on what preservation is and does. This should be for collections and digital preservation. The audience is for the general public and ALA members outside of Preservation. Karen Martyniak volunteered to do the Digital Preservation content and Donia Conn volunteered to do the general content.

Victoria Heiduschke reported that things were going well with the Preservation Film Festival. The planning committee consists of Illene Rubin (University of Pennsylvania), Adrienne Bell, Jimi Jones (University of Illinois at Urbana-Champaign), Stephanie Lamson (University of Washington) and Jane Kogi (SOLINET). Only three to five minutes of each film will be shown unless permission is granted to show the entire film.

Jacob Nadal reported on the ALCTS Fundamentals of Preservation course. Section 1, the introduction, is the only section remaining to be written. Exams and quizzes as well as readings still need to be developed. It will be ready by Annual 2007. Karen Brown noted that there is complete overlap with NEDCC’s Preservation 101, but that ALA lends a stamp of credibility. However, the next iteration of Preservation 101 will be coming out about the same time as the ALCTS Fundamentals of Preservation, and there will be some competition.

Jill Rawnsley reported on the Preservation Education Directory. The committee needs to look at how they want to the directory to function and how to proceed. The current directory needs an overhaul. Adrienne Bell, Rachel Hoff, and Jill Rawnsley will form a subcommittee to pull together the previous information and determine which parameters we want to follow.

Steve Dalton, Sarah Erekson, Jill Rawnsley, and Ann Marie Willer attended the PARS Executive Committee meeting to discuss the role of the Education Committee. Since the Policy, Planning, and Research Committee are evaluating the committee structures, they were charged to draft concerns and forward them to the chair of the committee, Sue Kellerman.


The Committee received reports from all three discussion groups (PADG; Preservation in Small to Mid-Sized Libraries; Digital Preservation). The reports indicated that attendance was robust and discussions were lively with many ideas for future discussion group sessions. This would appear to confirm the continuing usefulness of these three discussion groups in future PARS organizational planning.

Jane Hedberg (PADG) reported that some concern had been expressed about seating for the pre-meeting discussions. Given the good turnout, some participants were not able to hear the other speakers. This issue will be addressed when planning pre-meeting discussion sessions for Mid-Winter 2008.

Cathy Martyniak (Digital Preservation DG) brought forward a recommendation that a small working group be formed to draft a definition of “digital preservation.” The Management Committee endorsed the idea and the process was discussed. PARS Executive Committee subsequently passed a motion that this working group be formed. The draft definition will be brought forward for discussion at the Digital Preservation Discussion Group at the Annual Conference in Washington, D.C. PARS MC also endorsed the DPDG proposal for a new listserv to be created, following some research, for discussion of digital preservation issues.

Policy, Planning, and Research

The Committee heard a report from the PARS representative of the ALCTS Planning Committee, Bobby Pilette. She reported on the newly unveiled ALCTS Strategic Plan and the process for populating tactical plans. The Committee recognized that our role with PARS tactical planning would be minimal seeing that PARS Executive will work directly with PARS committees to update the Plan.

Andy Hart, PARS Vice-Chair, Chair-Elect joined the Committee meeting and presented two assignments for the Committee to work on this year. PARS Executive asked the Committee to:

  • Explore strategies for restructuring PARS by looking at relevancy of committees and discussion groups within PARS, consider other structures in place within other Sections of the Division, and look at the bigger ALA structure.
  • Review and revise the ALA Preservation Policy for general updates and consistency with the Principles for Digitized Content drafted by ALA’s OITP Digitization Policy Task Force.

Program Planning and Publications

There will be three programs in 2007:

  • Digital Asset Management: Implications for Preservation (Karen Brown and Susan Koutsky)
  • Saving Sound in Small Audio Collections: Reformatting (Tom Clareson)
  • Preservation Film Festival (Victoria Heiduschke)

Planning is taking place for two 2008 programs:

  • Western States Cooperative Preservation Activities (working title)
  • Moving Image Collections: co-sponsor with the Rare Books and Manuscripts Section

Planning is also proceeding for the 2009 program titled: “Last Copy Repositories” (PARS Management Committee).

The following publications were discussed:

  • Guide to the Standard for Library Binding: Manuscript is under review by the Committee and will be forwarded to the PARS Executive Committee very soon.
  • Bound Right: A Librarian’s Guide to Managing Commercial Binding Activities: The Committee reviewed the manuscript last summer and sent it back to the editor for revisions in August 2006.
  • Preservation Education Directory (online publication): The PARS Education Committee has assigned Adrienne Bell to head up the revision of this publication.
  • Saving Sound: This online publication, based on the three-year PARS program series of the same title, has been discussed, and work will presumably begin following the presentation of the third program at Annual 2006. The Committee has asked the parties involved to submit an official proposal.
  • When Your Library is a Crime Scene: The PARS Management Committee confirmed their interest and intention to move this idea forward.

There were two remaining discussion items:

  • If it is possible to assign more than one track to a program, the Committee will pursue a “preservation” track so that all PARS programs will be grouped together as well as listed in other relevant tracks.
  • Minutes will be forwarded to the PARS Education Committee so its members are aware of upcoming programs.

Recording and Photographic Media: Methods, Materials, Standards

The group discussed final planning activities for its ALA Annual 2007 Program, "Saving Sound 3: Audio Digitization and Preservation." Additional discussion focused on the development of a potential web publication from the series of three Saving Sound programs. In addition, Jennifer Hain Teper informed the group of a potential ALA Annual 2008 program on the Management of Moving Image Collections, which the Recording Media Committee will strongly consider promoting and assisting in any way possible.

Reformatting: Analog and Digital

The committee heard the following reports:

Reformatting Discussion Group

Jean Ann Croft (Co-Chair) - Jean Ann Croft reported that forty people attended the Reformatting Discussion Group on Saturday, January 20, 2007. The topic of discussion was how institutions are integrating digitization into their brittle books reformatting program.

Topics suggested for future Reformatting Discussion Group programs include an NEH report specifically related to reformatting, discussions about consortial digital repositories, and preservation metadata and its implementation.

Association for Information and Image Management International (AIIM)

Reported by Myron Chace, liaison to the Reformatting Committee. Myron Chace submitted a copy of the most recent AIIM Activity Status Report.

Other AIIM-related news is that AIIM and ARMA (Records Management Association) had been investigating the possibility of merging. The ARMA board reported to AIIM that it is not interested in merging with them, but would be open to ways in which they can work more closely together in the future.

Myron reports that the next AIIM standards week will take place in April 2007, in Boston. Myron will be attending and will report on this event to our committee at Annual.

Upcoming Program: Implications of Digital Reformatting for Preservation

Reported by Sue Koutsky- Sue presented the program proposal for "Implications of Digital Reformatting for Preservation," to be presented at Annual 2007 in Washington D.C. to the ALCTS Program Committee. They approved the plan with some "tweaking." LITA is acting as the co-sponsor in name only.

The speakers for the program are: Janet Gertz, Director of Preservation at Columbia University, who will speak about digital preservation policies and project management; Robin Wendler of Harvard University, who will talk about metadata, and; Joseph Jaja, a computer science professor at the University of Maryland, who will talk about digital archiving solutions. He will also be reporting on the initiatives for Archiving Digital Objects (a collaborative effort between the National Archives (NARA) and the San Diego Supercomputer Center).

A concern was raised that this meeting will be held on Saturday at 1:30 pm, which conflicts with the Reformatting Discussion Group. Jin Ma agreed to ask Andrew Hart, the President-Elect of PARS, if the discussion group could be rescheduled so that members of the Reformatting Committee and other interested parties may attend both the program and the discussion group.

Sue Koutsky is unlikely to be able to attend the ALA Annual, and Karen Brown will be moderating the session and doing other background work. The members of the reformatting committee will attend the program and assist Karen in any way that we can.    


Serials Section (SS)


The meeting focused on three primary areas. First and foremost, was an extended discussion of the proposed program for 2007 Annual, “Making E-Resource Infrastructure Work: Effective Metadata Exchange & Exposure.” Program Chair, Gary Ives informed committee members of progress in lining up speakers. This promises to be an exciting and challenging program, and much of the discussion focused on the sequence of presentation. It was agreed that the presenters should have ample opportunity to communicate with one another and coordinate their efforts owing to the technical nature of the issues addressed. Several presenters are on-board, and several others were discussed. Gary indicated all plans are moving forward apace.

The second topic discussed was the Serials Acquisitions Glossary. It was recognized upon release of the third edition in November 2005 that the Glossary was woefully out of date. The hope was that the acquisitions community would submit new entries, and thereby provide the wheels for updating the Glossary. At present no new entries have been submitted. Committee members agreed to mount a last effort to revive the Glossary. The committee will broadcast an appeal to an array of listservs in order to solicit support and input. The committee will also consult with the Serials Section Executive Committee in order to determine the future of the Glossary.

A new issue that arose was the possibility of the committee sponsoring a preconference devoted to the acquisitions side of e-journals. The Education Committee is in the process of making a similar proposal. Education Committee chair Virginia Taffurelli thought it would behoove both groups to work together. A number of members volunteer to work the Education Committee so as to form a planning committee for a preconference for 2008. In lieu of the possibility of co-sponsoring a preconference the committee decided to hold off discussions of a 2008 program proposal. The latter will be addressed as it becomes clearer how the 2007 program and 2008 preconference shake out.

Bowker/Ulrich’s Serials Librarianship Award

The CSA/Ulrich’s Award Jury reviewed three nominations prior to the ALA Midwinter Conference, and met once in Seattle to make a final decision. The committee unanimously agreed on the 2007 CSA/Ulrich’s award winner, and the decision was conveyed to the Chair of the ALCTS Serials Section. If approved by the ALCTS Board of Directors, the award will be presented during the Annual Conference in Washington, D.C.

Continuing Resources Cataloging

The Saturday morning meeting of the CRCC consisted of two major items: 1) Planning for the ALA Annual Conference CRCC Update Forum, and 2) discussion of ALCTS role in the future of bibliographic control.

The recent controversy surrounding the implementation of the CONSER Standard Record and about the development of RDA has exposed a divide in the serials cataloging community between those who see a need to radically streamline and simplify processes and those who wish to retain current practice. The CRCC Update Forum scheduled for the ALA Annual Conference has a tentative title of “Continuing Resources Cataloging: Where in the World Are We Going?” and will be a panel discussion with three presenters, one representing traditional views of continuing resources cataloging, one representing recent initiatives to streamline and simplify continuing resources cataloging, and one from a non-library metadata community who can provide insight about how other metadata communities might handle continuing resources.

The group discussed the document “ALCTS and the Future of Bibliographic Control.” The group recommended that representation from the serials community (perhaps from NASIG, if not from the ALA serials community) might be a valuable addition to the Library of Congress Task Force on the Future of Bibliographic Control. The group also favorably viewed the recommendation in the report that ALCTS actively lobby LC for data to support their assertion that discontinuing series authority work would result in cost savings, and an accounting of how those savings have been reallocated. The final suggestion from the group was to have ALCTS formulate plans of action based on the report’s recommendations, and communicate frequently with members as actions are undertaken.

The Update Forum was attended by approximately 125 people. Reports from CONSER, ISSN/NSDP, and CC:DA activities were given by Les Hawkins and Kevin Randall, respectively, but the bulk of the forum was devoted to training on the CONSER Standard Record. Tina Shrader of the National Agricultural Library provided a general introduction and overview, and Steven Shadle of the University of Washington introduced the draft SCCTP training module developed for the CONSER Standard Record. Discussion after the presentations included questions about the handling of vernacular data and non-Gregorian dates under the CONSER Standard Record Guidelines.

This educational session is associated with the ALCTS Strategic Plan Objective 2.1 “Sponsor programs and open forums to encourage collaboration and discussion of practices and problems.”


Michael Elmore resigned from the committee in August 2006 and Virginia Taffurelli was appointed Chair for the rest of this term which ends June 2007.

The committee reviewed drafts for two new syllabi: Serials Collection Management (Print and Electronic); and Serials Preservation and Archiving. Andrea Rolich (PARS) attended the meeting as a consultant on the latter. These documents should be completed by the next meeting.

Two documents previously recommended for withdrawal have been withdrawn from the ALCTS/Serials Section website: Syllabus for Serials Collection Management, Records Systems, and Preservation Teaching and Training and Unraveling the Mysteries of Serials.

The committee will submit a proposal for a preconference on Electronic Serials 101 to be presented at Annual 2008. The Serials Section Acquisition Committee has agreed to actively co-sponsor this event. The chairs of these two committees will begin the planning process shortly after the Midwinter Conference. This event will focus on all aspects of acquiring and providing access to electronic serials and will be aimed at beginning and intermediate audience.

The committee reviewed the proposed changes in the ALA Standards for Accreditation and agreed that the changes were mostly semantic. Phrases were reworded to reflect currently accepted terminology, such as: “evaluation” changed to “assessment;” “educational results” changed to “student learning outcomes;” and “rapidly changing multicultural, multiethnic, multilingual society” to “global society.” The purpose and context of this document were questioned. It is very general and does not address the criteria for accreditation. The guidelines and rating of library and information science programs were questioned.

The next meeting will be Saturday, June 23 from 8:00 a.m.-10:00 a.m. in Washington, D.C.

First Step Award

Candidates for the First Step Award were reviewed. After review and discussion of the candidates, the jury made a unanimously recommendation, which will be conveyed to the Chair of the ALCTS Serials Section. If approved by the ALCTS Board of Directors, the award will be presented during the Annual Conference in Washington, D.C.

Policy and Planning

The committee reviewed and edited the draft of the proposed revised section mission and name change document. This document was developed over the fall months by committee members based on the committee’s reading of the strategic plan and attempts to adjust the section mission in response to specific initiatives within this new plan.

This draft statement and proposed name change was approved by the Executive Committee with one edit and is now in the hands of the Executive Committee to follow through on based on pending changes in some bylaws.

Moving forward, the Policy and Planning Committee reviewed committees, juries, representatives and groups under the Serials Section umbrella and divided them into three categories: award juries, functional groups and representation, and topical groups. In the coming months, a documentation packet will be developed for current committees, juries, and groups to review. This documentation will include definitions and characteristics of interest groups and discussion groups, the draft version of the Serials Section mission statement, and the ALCTS Strategic Plan. These documentation packets will be sent to current and incoming chairs and their MAL liaisons during the spring.

Each group will be asked to read the materials and consider what type of organizational unit (interest group versus discussion group versus committee) would serve them best, and what elements of the strategic plan are most relevant to them immediately. Documentation of these discussions and decisions should be submitted to appropriate MALs before the second Serials Section Executive meeting at ALA Annual 2007.

The committee was very successful in working together in real time and will attempt to finish its work for this spring by conference call. M. Geller will gather materials and put together the initial documentation by the end of February for the committee to review and finalize during the conference call.

Research and Publications

Michelle Sitko provided an update on the progress of Guidelines for Managing Microforms in the Digital Age. She planned to meet with the rest of the revision task force on January 22 to discuss specific aspects of the revision (scheduled for June 2007).

Connie Foster provided a report on the ALCTS Publications Committee. The committee discussed ways to promote and enliven publication within Serials Section:

  • They are interested in experimenting with a Wiki for timely coverage of hot topics and current practices in the serials community (Goal Area 3 of the strategic plan and the Digital Communication aspect of Serials Section’s recommendation with respect to ALCTS and the Future of Bibliographic Control). It was suggested that the committee come up with a focused proposal that clearly delineates what the scope of the Wiki would be and how we would assess its impact. The committee plans to survey the section to get a sense of which topics are most pressing; we will then outline the scope and potential issues related to the proposal.
  • There was general interest in working more closely with other committees and sections to address the more wide-ranging issues that also affect serials (Goal Areas 4 and 5), and the committee will discuss efficient ways to ensure regular contact with related groups within and beyond the section to encourage new publications.
  • The committee discussed whether there was a need for another forum or workshop on publishing opportunities within ALCTS. The committee will look for more information on the workshop that was held a couple of years ago before coming forward with any further suggestion in this area.

Serials Standards

The committee is planning for the Serials Standards Update Forum, which will occur annually. The committee has secured a regular spot in the ALA annual program for each year. The preferred timeslot of Sunday, 10:30 am-12:00 pm was secured. Douglas Kiker is chair of the subcommittee to plan this year’s forum. Douglas has agreed to co-chair the planning subcommittee next year, and another member will be named to co-chair to learn the process of planning the next forum for Annual 2008. It was agreed that creating continuity with new members and old members is a good dynamic for building subcommittee composition.

Douglas updated the committee on the status of the forum. He reported that there will be three topics:

Cindy Hepfer has secured Swets Information Services as a corporate sponsor for the annual forum the next three or four years. Possible ways to use of this sponsorship were discussed.

The committee will communicate over the next six months to determine possible topics for the Serials Standards Update Forum in 2008. One idea was to revisiting ISSN-L to see how successful a standard becomes after it is approved.

Union List of Serials

The group reviewed the history of the committee and discussed and finalized a proposal to change the committee name and charge as follows:

SS Committee on Holdings Information

To address and study matters related to holdings information, with special attention to standards, use, and functionality in the exchange and use of holdings information in and among systems. The committee’s interests include the application of holdings information wherever it appears, including in local catalogs, group catalogs, group catalogs, and union catalogs.

The committee chair will take the proposal to the Serials Section Executive Committee meeting on Jan. 21, 2007.

The services that the committee can provide were discussed. Ideas include a website with an annotated list of resources related to holdings information (in progress); sponsoring educational programs, possibly with a committee or discussion group with related interests (such as RUSA STARS ILL); and publications that cover best practices or “how-to” information.

The committee goals for the remainder of the year, pending approval of the proposed change

to the charge, will be to complete a list of resources related to holdings information and work, contact other committees and discussion groups with shared interests, and develop plans and goals for the next year.

ALA groups that the committee will contact include LITA/ALCTS MARC Formats Interest Group, the RUSA STARS, SS Committee to Study Serials Standards. Felicity Dykas has contacted the chair of the RUSA STARS ILL committee, Robin Moskal, who has expressed that the committee is interested in establishing a liaison relationship with us.


ALCTS Newsletter Online v.18 no.1

Midwinter 2007 Reports

Volunteer Reporters Cover ALCTS Forums and Events in Seattle

ALCTS members who attended the ALA Midwinter Meeting 2007 in Seattle provided these summary reports. We thank the volunteers who covered a program or event sponsored by ALCTS or one of its units. Their efforts enable the rest of us to benefit from their presentations. We regret that volunteers were not available to report on all the forums.

Definitely Digital

Arlene Klair, University of Maryland Libraries

This sold-out, full day pre-conference was worthy of the first event celebrating the 50th anniversary of ALCTS. Looking at the changing relationship of libraries to information, publishers and users; the new sources of information users frequent; it pointed out successful ventures to meet users where they are and identified where libraries need to go next.

James Hilton, University of Virginia, addressed the changing nature of scholarship and publishing, beginning with two introductory statements “a healthy publishing environment is the medium through which we collaborate across time and place and is as necessary to scholarship as air is to life” and “if it is not online, it will not be read, but not necessarily online.” There are disruptive forces affecting scholarship. The publisher/vendor view that ideas are property is a roadblock to shared scholarship. Hilton predicted that if this view continues, it could be the undoing of the Open Source Initiative. Producer push versus demand/pull was explored. Although eighty percent of library use comes from twenty percent of titles owned, use can be driven down the “long tail” of collections by putting resources where users are located. The University of Michigan digitized and opened print on demand for the Making of America, imprints from the 1800’s. It receives four to five requests weekly. Ubiquitous access to collections via Amazon and Google means users do not realize when libraries are providing content. Libraries can put logos next to their titles in Amazon and Google. Hilton concluded that libraries need to make it as easy for users to get to content and services as Google and Amazon.

Lorcan Dempsey, OCLC, described new personal learning landscapes where a URL and the network are key concepts. How do libraries fit in when so much content has no URL? Libraries need to get into the users’ workflow and syndicate data out where the user lives. Libraries spend considerable energy on developing their websites but that is not where users are going. Institutions posting resources in places where users already visit, such as Facebook, MySpace and Flickr, find traffic driving back from those sites to other parts of their collections. Picture Australia, hosted by the National Library of Australia in Flickr, is an example. Users are returning to other parts of collections on the library site. Once users get to library sites, they need unified discovery tools that aggregate supply and demand following the example of Amazon, Google and eBay. If libraries achieve this they can drive traffic down the “long tail”—most of which they own. Users also are accustomed to and need more fulfillment options. To support these changes, libraries need to grow their structure to reflect how information is used now and may be used in the future.

Taking on the nature of the profession in the digital age, Meg Bellinger, Yale University, reviewed the themes of the JANUS and Taiga Conferences. Libraries are trying to maintain traditional services while adding new ones. Technology is not the elephant in the room, it IS the room. Libraries need to restructure to support how information is rather than how materials are processed. Committees are doing substantive work and leading change often because they transcend organizational borders. Describing the demographics of staff, the reduction in number of library school graduates, and increased number of staff at retirement age, Bellinger concludes that we need to be prepared to provide additional opportunities to more highly paid paraprofessionals and spend more time training staff. The skills needed for the future include: project management; the ability to lead innovation from any position; technology; quantitative research methodologies; as well as teaching, consultation and outreach.

Brian Schottlaender, University of California, San Diego, introduced the four controversial statements posted prior to the pre-conference on Digiblog ( http://blogs.ala.org/digiblog.php):

  • Due to the very high costs and rapid obsolescence of necessary equipment and the fact that the electronic medium is not archival, digital preservation is a concept which can only be embraced by the largest, most well-funded libraries with large IT staff resources.
  • As information resources go digital, the "units" of information discovery and delivery will become wildly variable and blended, making past patterns of collection development, acquisition, and cataloging inadequate and unscalable.
  • In the new information paradigm, there will be very little distinction between book vendors and subscription agencies, whose services will be very different than in the past.
  • In the rapidly evolving information environment, those staff who are not prepared for and able to cope with continuous learning and constant change will either become increasingly compartmentalized or be left behind altogether

Robert Wolven, Columbia University, tackling the topic of change in the units of information discovery and delivery, pointed to the iTunes phenomena to show the expectation of more granular access. Current library discovery tools do not usually drilling down to that level. It is also important to invest in the proper amount of access and preservation for the object at hand instead of the same level for everything. Our organizations are not structured for this kind of flexibility.

The need for staff engaged in continuous learning and change was explored by David Nuzzo, University of Buffalo. In order to meet the needs of new types of information, staff needs to be in an environment where creating innovation must be the norm. He believes if we do not change from task oriented to goal oriented we survive, but not thrive. Those who cannot change will be left behind.

Oliver Pesch, EBSCO, covered the future roles of book vendors and subscription agencies. Both have two clients, libraries and publishers. Publishers are pushing for more online content because they can make it interactive. Vendors and subscription agencies need to do better in the areas of access and licensing, URL maintenance, IT issues, and usage rights. They also need to look at what is challenging clients and build services to address them. Agents should work with publishers to help automate that side so information feeds to agents and then to libraries, reducing duplication of effort.

Digital preservation was the topic for Tom Clareson, PALINET. Among his observations: both traditional and digital objects need preservation in order to not bob the “long tail”; preservation of digital cannot be left only to the largest libraries; collaborative efforts will be essential; not all entities engaged in digital preservation are truly prepared for it - lacking adequate staff, uniform application of standards, and appropriate policies and disaster recovery plans in place before projects begin.. The concluding observation was not everything should be digitized and not every institution should be digitizing.

With heads filled with the challenges libraries and their partners need to meet to address the needs of current and future users, attendees were provided a thoughtful foundation for the rest of the conference.

Disaster Recovery Forum

Virginia Taffurelli, Science, Industry and Business Library, New York Public Library

This forum was sponsored by the Preservation Discussion Group. Jeanne M. Drewes, chief of Binding and Collections Care in the Preservation Directorate, Library of Congress (LC), served as moderator. Drewes lead the discussion on the necessity for sustained disaster recovery based on lessons learned from Hurricane Katrina and stressed the need for a Continuation of Operations Plan (COOP). Natural disasters are unpredictable, therefore timing is important. At least 78 percent of libraries do not have up-to-date disaster plans. Every day and a half, there is a fire in a library within the United States. Although collection needs are important, it is just as important to know what is needed to get up and running again. In times of disaster, libraries play an important role in providing access to information.

There is a wealth of information available on the Internet, although not all resources are accurate. The following resources were specifically mentioned as reliable.

Northeast Document Conservation Center (NEDCC)

Received a grant in 2003 to develop a disaster plan template that would be available to any institution with collections worth saving. Plans should cover preventive measures, risk assessment, and emergency contact numbers. dPlan.org contains a template which can be used for developing a customize plan for your institution. About 175 institutions have already registered and entered information into the national database. Once your institution registers on this website, a semi-annual reminder will be sent to update the contact information.

California Preservation Program

This is a generic plan that can be customized and downloaded. The website offers disaster assistance, consultant services as well as programs and workshops.

San Diego/Imperial County Libraries Disaster Recovery Network (SILDRN)

This is a mutual aid agreement between several academic and public libraries in California funded by a grant from the California State Library. The Mutual Aid Agreement defines the participating libraries as a network of regional cooperative organizations. No one library is responsible for purchasing and storing a complete set of recovery supplies or for training staff in recovery. Member institutions send experienced staff to another member library to assist in disaster recovery.


The Preservation home page offers a list of emergency contacts as well as other resources. You can volunteer by registering on their database.

More information can be found at the SOLINET page (www.solinet.net/preservation/preservation_home.cfm)

Field Guide to Disaster Response

Prepared by the University of Virginia Libraries.

Community Emergency Response Team

Disaster Mitigation database

Developed by Michigan State University Libraries. This database can be downloaded to an Excel spreadsheet.

Drewes summed up by pointing out that today’s technology allows us to send the word out simultaneously to several people rather than trying to contact everyone individually. Many communities have a Community Alert System, or reverse 911, to contact first responders: police, fire, FEMA, etc. We need to work with our local communities to develop a plan to preserve and protect our cultural heritage. Other ALA divisions besides ALCTS have addressed the issue of disaster preparedness and recovery and we should consider collaboration and co-sponsorship of future programs on this topic.

Audience participation at this event was phenomenal, providing spontaneous comments on exactly what Drewes was planning to cover.

50th Anniversary Forum

Miriam Palm, Librarian Emerita, Stanford University Libraries

This program featured three past presidents of ALCTS and was moderated by current president Bruce Johnson. The participants were Karen Horny (1980/81), Judith Cannan (1986/87) and Janet Swan Hill (1997/98). Johnson first asked each to describe what the profession was like when they entered it. Cannan came to the United States from New Zealand in 1966 to learn more about automation; at the time, she imagined that all American libraries were fully automated! Horny described her first job at Northwestern University, working in the undergraduate library, “a glorified reserve room,” and using typewriters to produce catalog cards. She was active in Northwestern’s development of NOTIS in the early 1970s. Hill, who also worked at Northwestern, described an early distinction that catalogers created content and others tagged MARC records; systems were brought up “live” and there was little testing before production was implemented. All recalled banks of terminals rather than individual workstations, and tape loading of resource records.

Johnson asked each panelist to describe her path to leadership. Cannan first worked in a small town, moved to Cornell and became involved in ISBD, was invited to speak at several ALA conferences, and then participated in AACR2 through the Cataloging and Classification Section of then-RTSD. She is presently on the staff at Library of Congress. Horny described her growing levels of responsibility at Northwestern, becoming Head of Technical Services and participating in Big Heads and the Association for Research Libraries, when few leaders at the time were women. Hill began her career as a map cataloger at Library of Congress, was an early member of CC:DA because of her specialty, and later served as ALA representative to the Joint Steering Committee for the Revision of AACR. Regarding changes within RTSD and ALCTS, Horny remarked that during her presidency, the Preservation Section was new, and she made all its appointments and many new connections to people and resources in this discipline. Other issues that consumed RTSD at the time were the implementation of AACR2 and the many regional institutes staged to provide training and outreach, and retrospective conversion of manual catalogs. During Cannan’s presidency, RTSD suffered serious budget deficits, and she was put in the unenviable position of having to cut $100,000 in expenses. The new ALA accounting procedures initiated at that time resulted in improved checks and balances. She described it as a “painful but quick recovery,” as she canceled programs and cut back on publications. Horny also described programming that exceeded resources and perhaps oversaturated the market. These days ALCTS makes no-go decisions based on revenue, to avoid financial losses. Hill stressed that we need to understand what is in the best interest of the organization, rather than make incorrect assumptions.

Regarding ALCTS’ role in the context of ALA, Hill encouraged our members to participate more broadly in the main organization, as knowledge of our specialties is often lacking during higher level discussions. Conversely, we need to better understand concerns such as intellectual freedom, and needs in other regions of librarianship. Horny said that ALCTS’ leaders’ next natural step is working in ALA as a whole. Cannan predicted that changes in the next fifty years will be even more dramatic; knowledge and information go hand in hand, and our role should be more proactive teaching and interacting with users. Horny described the rapid change over the past ten years, from having “a few” CDs to the great amount of full text now online. We should focus on efficient access to needed materials, connect our patrons to this information, and excite them. We are faced with overwhelming metadata issues at present. Hill urged us not to grieve for the past but to focus on our principles; past predictions have been wildly off base, and we should not blame library schools, but rather help them teach what current students need to know. As with many other careers, we face life-long learning, and we should better document changes, our history, and our thought processes.

Johnson pointed out the frequent collaboration between technical services and systems activities, and that we provide the ground work for delivering information. Cannan predicted that ALA will be transformed in fifty years and have a completely different organizational structure. There will be less specialization and much more crossover. She predicted reorganization by subject or language specialty. Hill concurred that the current structure of ALA reflects needs thirty years ago. Divisions may not be sustainable in the future; the time to discuss this and act is now. She mentioned a possible LITA-ALCTS alliance. Horny agreed that online systems have brought down previous walls between “territories.” The presentation concluded with the thought that while “the future is the past,” the past is instructive to inform the future but not direct it

Forum on Non-English Access

Sherab Chen, Ohio State University Libraries

Sixty-seven people gathered at the Sheraton Metropolitan B for the Forum on Non-English Access, on Saturday, January 20. The forum was co-sponsored by the ALCTS Task Force on Non-English Access and the Catalog Form and Function Interest Group. Wanda Pittman Jazayeri, chair of Cataloging Form and Function Interest Group, opened the forum by briefly introducing the task force chair, Beth Picknally Camden. Camden gave a presentation on the work of the Task Force and the current status of the report it released in October 2006. The Task Force was charged in October 2005 by the ALCTS Board of Directors to review past and current activities in providing access to materials in non-English languages, and to make recommendations for future actions by ALCTS and others. There were nine recommendations made by the Task Force in the report. The first, to convert the Task Force discussion list to an open list available to the library community in order to facilitate continuing discussion of non-English access issues, has been completed ( http://lists.ala.org/wws/info/nonenglishaccess). In Camden's words, "my sense is that there is no resounding rejection of any of these recommendations. So, I assume that we will go forward with these recommendations." The Task Force is currently preparing a summary of comments received with disposition of each comment, and anticipates a final version to fix all editorial errors and to implement changes that were required based on comments. Camden noted that the Task Force will try to make a coordinated effort to ensure that all comments from each different group can be followed up.

Camden's presentation was followed by a one-hour open discussion. Attendees raised questions such as whether there were plans to survey of all systems that are not in the United States, and whether there were solutions that we could use. Questions especially related with Romanization problems, difference in indexing entries in non-Latin or vernacular scripts, and Unicode issues were also raised and discussed.

Task force members who attended the forum included William Kopycki and Shi Deng, who were taking notes, and Glenn Patton, Director, WorldCat Quality Management of OCLC, who answered some questions. ALCTS President Bruce Johnson spoke at the forum and encouraged more people to participate in the open discussion list.

At the end of the forum there was a brief business meeting of the Cataloging Form and Function Interest Group to elect a new vice-chair. No further information has been announced by the time of this report.

Future of Cataloging Forum

Virginia Taffurelli, Science, Industry and Business Library, New York Public Library

This forum was sponsored by the Cataloging and Classification Section. David Miller, Curry College, served as moderator. The speakers were Casey Bisson, Plymouth State University; Ana Lupe Cristán, Library of Congress; Tamera Hanken, Tacoma Community College; Daniel Joudrey, Simmons College Graduate School of Library and Information Science; Sally Smith, King County Library System; Mary Charles Lasater, Vanderbilt University.

In July 2006, the Cataloging and Classification Section Executive Committee was charged to develop a “series of recommendations or discussion points for the next steps that ALCTS should take to enhance its leadership position with respect to the changing nature of bibliographic control.” The result of this charge is posted on the ALCTS website at www.ala.org/ala/alctscontent/alctspubsbucket/bibcontrol/NextSteps2006.pdf

In a room packed to capacity, Miller opened the discussion of the seven values with a quote, “The future is the next moment of the present.” Each of the panelists then discussed one of these core values in depth.

ALCTS serves libraries of all types and sizes.

Smith addressed this value by stating, “We must think globally but act locally.” Not all libraries can support conference attendance, so we must not pit the “haves” (large libraries) against the “have-nots” (smaller libraries). Libraries of all types and sizes need to collaborate in order to secure jobs for the next thirty to forty years.

ALCTS understands and respects the most diverse needs of all types of library users for all types of materials.

Library users run the gamut from computer illiterate to sophisticated researchers. Lasater asked, “Why are catalogers trying to change/lower standards?” Precision makes discovery easier; metadata is just good cataloging. Although digitization of legacy materials adds value, it does not mean that the original print version is of lesser value; scholars may still need to consult the original. Digital materials are subject to down-time and slow responses and microformats are not user friendly.

In the realm of advanced digital applications, we are interested in collaboration, not competition.

Bisson reminded us that we have access to more information than ever before thanks to cell phones, text messages and other methods of instant communication. Patterns of behavior are driven by technology. Social networking has become extremely popular, particularly among the young. The Internet is defining how people get information and has eliminated the need for middle-men. Libraries need to collaborate with search engines, not compete with them. Library holdings should be linked through Amazon and Google. Eighty percent of today’s Internet users trust the information they find in search engines; librarians judge the information. This can be a matter of life and death, such as when searching for information on cancer cures. Good cataloging is more important than ever. We need systems that are open to search engines and easy linking. Catalogs should support social tagging and networking.

Budgets are the outcomes of political processes; budget decisions have ethical and moral implications.

In an environment where technical service divisions are being downsized due to the budget process, Hanken stated that we need to collaborate with other divisions, such as Collections Development, and delegate some tasks to other divisions. Workflow needs to be reevaluated and activities need to be streamlined while keeping staff motivated to create a better working environment. We need to empower staff to contribute to decision processes.

Librarianship is an international profession; technical services specializations have become globalized.

Cristán discussed LC’s commitment to training and cooperation in an international community by offering internships to students and translating cataloging tools to other languages. LC recognizes the world-wide use of catalogs and cataloging rules, plays a major role in the development of RDA and actively participates in IFLA international conferences. It is Cristán’s hope that LC will continue its global role.

The future is longer than the past.

The future is influenced by the past. Joudrey reminded us that bibliographies have been created for over two thousand years. The Alexandria Library catalog contained author and subject access as well as cross-references. Current cataloging rules are based on past rules. Today’s standards may be more sophisticated but are really not much different. We should be proud of our legacy and embrace it. Does technology replace catalogers? Electronic resources still need to be organized, and who better to do this than catalogers? The fact that this room was filled with catalogers proves the point that catalogers are still ubiquitous. Although catalogs and OPACS are difficult to use, search engines are inadequate for in-depth scholarly research. The future of scholarship is endangered by user-driven subject searches (keyword) versus controlled vocabulary. Joudrey closed his comments by saying, “Let us learn from where we have been.” This concept was echoed many times throughout the rest of the conference.

The formal panel discussion was followed by thoughtful comments from the audience. Decisions we make today will influence the future. We need to break down the barriers between Technical Services and Information Services. Standards need to be passed so that all library catalogs look the same so patrons can go from one catalog to another. Problems lie in how the ILS displays the records, not with the actual cataloging. Do not change the rules, just the way they are displayed. Miller wrapped up the session by reminding us that we need to address both the future of cataloging and the future of catalogs.

Publisher - Vendor - Library Relations Interest Group Open Forum

Katharine Treptow Farrell, Princeton University Library

This was the second of two forums devoted to the state of the university press, hosted by the ALCTS PVLR Interest Group. Continuing the theme from the panel discussion begun at ALA Annual in New Orleans, three speakers Terry Ehling, Director, Center for Innovative Publishing, Office of Scholarly Communications and Collections Development, Cornell University Library; Alex Holzman, Director, Temple University Press and Monica McCormick, Director of Digital Publishing, NCSU Libraries, North Carolina State University, formed a panel moderated by October Ivins, publishing industry consultant, Ivins e-Content Solutions.

The panelists were asked to address five questions posed by the moderator.

(1) “Publishers are about the future – libraries are about the past.

” University presses and libraries have fundamentally different missions (libraries addressing the needs of the local community, university presses addressing a wider, external community). If these distinctions are valid, how do these differing orientations translate into collaboration?

Ms. Ehling commented that publishers acquire and commodify scholarship--libraries consume it and make it available locally. Ms. McCormick noted that the two have the same mission, but fulfill it differently. Publishers face outward to the larger community of scholars, whereas the library faces inward toward the campus community. Mr. Holzman agreed that the two entities had much in common; the same corporate parent, the mandate to serve scholarship and to represent the university to the community. He does not agree with the past/future analogy, noting that roles are overlapping with publishers needing to archive their content and libraries becoming publishers. Discussion followed with the audience, pointing out that collaboration between the two is increasing and they can learn from each other, there is a natural alliance. Project Muse (Johns Hopkins University) and CIAO (Columbia University) are two notable examples of cooperation. Libraries can be more innovative; they are not profit driven and can afford to take risks that publishers cannot, but often libraries do not know how to sustain their initiative.

(2) “Cooperation is one of the core competencies of the twenty-first century,” says Thomas Freidman.

Libraries and university presses operate with different business and fiscal models. Do these have to change for cooperation to work?

Mr. Holzman pointed out that libraries are not set up to think about marketing, and university presses do not understand the [very small] library market. Ms. McCormick noted that publishers are busy defending their present business models, and need to instead think about what is possible. She noted that book and journal publishing industries have very different business models. There is risk in publishing that libraries do not easily understand. Ms. Ehling concurred that there is not much shared vocabulary between the two-- publishers are have a revenue model, libraries are a cost center. Subsequent discussion agreed that current models are not sustainable, and that both the university press and the library have a role to play in helping the university to understand the centrality of scholarly publishing. Some wondered about the effectiveness of the press reporting to the library. Mr. Holzman, who cited experience with both models, did not favor this relationship noting that the two needed to be on an equal footing with the university. Historically university presses grew from university printing offices. Several in the audience noted that there were examples of such a reporting relationship being fruitful. Penn Sate Press now reports to the library, and is finding this relationship to be an improvement over complete autonomy. Sarah Pritchard, Northwestern University, noted that having the same reporting lines is not the same as a merger and the two units can benefit from synergy. Mr. Holzman pointed out that at both New York University and at Stanford the press reports to the library. Ms. Ivins noted that the two have different orientations; libraries focus most of the budget on journals and databases, primarily in the sciences, while university presses focus on monographs, largely in the humanities. Linda Miller, Library of Congress, suggested that repositories are an area where libraries and presses can collaborate productively.

(3) This is a time of great technological change in the area of scholarly communication—the Internet, open access, digital repositories, etc.

Is this a threat or an opportunity for university presses and libraries? What are your predictions on the prospects of collaboration in this space?

Ms. Ehling stated that we had been primarily discussion traditional content, and we need to think about new content types. She pointed out that the library views the academy as a user environment while the press sees it as an authoring environment. She offered the example of scraping the Web for grey content and then adding value and commodifying it. The audience offered the example of collaboration between the California Digital Library and university presses in the UC system for preserving digital publishing. Tony Sanfilippo noted that Penn State was considering production of local conference proceedings, particularly in new fields. Ms. Ehling pointed out that there is considerable indigenous content in the academy and wondered if the press and the library can collaborate on publishing and preserving this content. Ms. McCormick cautioned that there is a difference between an audience for content and a market. Publishers do still need to consider a bottom line whereas libraries do not. Mr. Holzman suggested a number of areas for cooperation between presses and libraries: repositories, open access initiatives. He also noted that universities without their own press depend on other presses to fuel the tenure process and then buy back the results of the scholarship produced at their own institution. Open access is an opportunity to change this dynamic. University IT and academic computing are other components needed for this collaborative effort. Comments from the audience included mention of the D-Pubs project, funded by Mellon with participation Cornell and Penn State, to develop a set of open source tools for managing the editorial process and deliver of content. The content piece is in place now; the editorial piece should be available by summer 2007. The audience asked the panelists think about a business model that would allow adding more content from the academy citing the SPARC model for sharing publishing. The response was that transforming scholarly communication will require an enterprise level commitment. Libraries need to evaluate the quality of decisions they make; they need to be more rigorous in order to divert resources to new initiatives.

Ms. Ehling noted that this is a mature industry, commercial publishers will continue to merge, but that makes them more brittle, they cannot compete, but they can be disruptive. Societies are not solving the problem; it is hard for a society to maintain independence. Commercial publishers are the risk takers, but they still are concerned about revenue. Commercial publishers’ interests are counter to those of the university and the library. Ms. McCormick points out that the pace of change is glacial. The university press is inherently a deficit publisher, and she believes the books model is doomed. Holzman reminded the group that university presses were founded specifically to publish material that had no commercial viability. Print on demand has helped contain costs by limiting the amount tied up in inventory. Note that Penn State has revived a monograph series by moving to electronic format and print on demand.

(4) Collaboration starts with people.

From your experience and knowledge of university press/library personnel relationships, can you identify and models of best or better practice for staff in libraries and presses working together?

Ms. Ehling stated that the nexus of any effort is collection development, that technology should not drive the content creation, rather the other way around. Ms. McCormick cited the example of the California University Presses and the California Digital Library directors who had been meeting regularly for years as they grapple with the issues and learn context. She noted that reference librarians would be a useful inclusion to inform how presses present content for user consumption. Mr. Holzman pointed out that personalities matter as well. The ability of administrators to work together effectively is important, but there also needs to be contact at all levels of the organization. He recommended collaboration in other areas, such as lectures by press authors as a way to engage the other.

(5) Libraries are buying fewer and fewer university press monographs.

How does this impact working relationships, and where do presses turn now?

Mr. Holzman noted again that sale of monographs to libraries is a very small portion of the presses. He suspects that soon university presses will be publishing monographs only as e-books, not in print, and will print only on demand. He reminded the audience that even in an electronic environment editorial and marketing costs will continue to be real. Presses are doing publishing for the parent institution in creating course related materials. They have also turned to text book publishing as a source of revenue.

The discussion might have continued, had not Amy McColl, chair of the interest group, reminded the audience that time had run out. She thanked the moderator and panelists and facilitated two announcements. Norman Medeiros pointed out that the DLF/ERMI2 white paper on acquisitions requirements for the electronic resource management system was posted and available for comment. www.haverford.edu/library/DLV_ERMI2/ACQ_ERMS_white_paper.pdf.

Kate Harcourt announced that the Task Group on Vendor Records commissioned by the PCC was submitting a proposal to MARBI for a change in the scope of the 534 field pursuant to recommendations from the report of that group submitted last September. The report is available at http://platinum.ohiolink.edu/dms/frevrfinalreportbecky.pdf.

RDA Forum

Ngoc-My Guidarelli, Virginia Commonwealth University

The forum began with a presentation by Mr. Beacher Wiggins, senior officer at the Library of Congress (LC) and a member of the Committee of Principals that is made up of representatives of the British Library, the Library and Archives of Canada, LC, and three major library associations. Mr. Wiggins expressed four main concerns: acceptance of RDA, ease of adoption of the new rules, facility of use, and a fixed timeline. He insisted on providing “orientation” rather than “training” and on following a shorter timeline for implementation to reduce costs. LC will offer guidance and a pared down documentation that will be shared by all the cataloging communities.

Ms. Marjorie Bloss, manager of the RDA Project, was the second speaker. RDA as a product is scheduled to be released at the end of the first quarter of 2009. As the coordinator of the Project, she is also in communication with various stakeholders. A prototype of RDA can be consulted at: www.rdaonline.org. The pricing structure has yet to be determined and it will not be a “one size fits all.” A whole suite of products is planned after the release of the online version. Focus groups will be held at ALA Annual 2007 in order to obtain input from users. A plan to map AACR2 to RDA is under consideration. Beta testing of RDA Online will be available the fourth quarter of 2008, and RDA Online will be released the first quarter of 2009. RDA’s impact on current cataloging will be slight.

Ms. Jennifer Bowen, Head of Cataloging at the University of Rochester, discussed the development process from the American Library Association perspective. She defined RDA as a “new standard for resource description and access designed for the digital environment.” Description makes up the first part of RDA or Part A. Part B deals with access points. There is also a new RDA terminology. For instance, headings are called access points, and authorized headings, preferred access points. There is ongoing work to address mode of issuance, persistent identifiers and URLs, capitalization, and initials. RDA’s relationship with other standards such as ONIX was also discussed. ALA does not want RDA to be based solely on AACR2. A schedule for the RDA draft review of various chapters was offered. RDA drafts are available at: www.collectionscanada.ca/jsc/rda.html.

A question and answer session followed. Issues such as the possible elimination of LCRIs, the integration of RDA into Cataloger’s Desktop, the encoding of RDA using MARC, mapping between MARC and FRBR, the continued application of ISBD, and communication with vendors, were raised.

Subscribe to RDA-L to follow the discussion. ALCTS has made comment forms available on the ALCTS website. All presentations are available at www.collectionscanada.ca/jsc/rda.html.

Ripped from the Headlines: An ALCTS Forum

Mary Beth Weber, Rutgers University

Two speakers provided different perspectives on the “headlines”: “Libraries weed collections, offer electronic access only—users in an uproar” and “New library facilities no longer needed as resources are digitized.” M. Dina Giambi, University of Delaware Library, introduced the speakers and served as the moderator for the second part of the program.

Mary Abdoney, Science Librarian, Robert Lee Telford Science Library, Washington and Lee University, discussed the withdrawal project of print titles from her library. Her presentation was titled “Finite Spaces: JSTOR versus Print at Washington and Lee University” ( http://library.wlu.edu/abdoney/midwinter2007/). When Abdoney began her current position, the old issue of the need for space still existed. Her first job was to evaluate the collection in the science library. There was no possibility of remodeling the library, which is a historic building.

Abdoney compared JSTOR and print journals to determine where duplication existed. The JSTOR journals were often of better quality than the print (the print copies were falling apart and in poor condition). The faculty, particularly those in the sciences, preferred the JSTOR journals. However, older faculty members were more likely to use the print journals and did not like the idea of discarding them. Abdoney estimated that 275 feet of shelf space could be saved by one phase of weeding. In order to gain faculty support for her proposed project, Abdoney pitched it as a positive: “This is a great opportunity,” rather than “We are running out of space.”

Communication was a crucial aspect of the project. Abdoney wanted the process to be transparent and to keep the faculty involved at every stage of the project. She took faculty concerns into account, and did not discard certain titles. To facilitate communication, she introduced social technology, and created a blog for the project titled “Science Library Weeding Update” ( http://bloggery.wlu.edu/sciweed/). The blog was useful both to communicate to faculty and as a means to monitor her progress. Abdoney felt that a blog was a more stable way to document her progress than a Word document, which would require constant updating. She emailed faculty as the blog was updated. The science library home page included a link to the blog for easy access.

Open communication was a key factor in the project’s success. JSTOR uses a “moving wall,” which is the time period between the last available issue and the most recently published issue of a title. The moving wall can range from zero to ten years. The moving wall allowed faculty to read their favorite journals, which was a relief to them.

Abdoney reported that the University Librarian has been supportive of the project. There has been discussion of using this process for weeding the main library at her institution, and noted it will be a hard sell for the humanities.

The discarded journals were offered to regional groups. Unwanted journals were recycled using a local recycling firm. Abdoney had considered offering the discarded titles to a Third World institution but ruled out that idea since the journals were in such poor condition. Abdoney’s staff now shift volumes often and they have room to grow. Portico has been used as an “insurance policy” in case JSTOR folds.

Richard AmRhein, Dean of Library Services, Christopher Center for Library and Information Resources, Valparaiso University, offered insights into a successful campaign for a new library, which was recently featured in a recent Wall Street Journal article titled “Libraries Beckon, But Stacks of Books Aren’t Part of the Pitch.”

AmRhein highlighted some of the challenges he faced in building a new library. The goal was to have all the “normal” resources available, and nothing was discarded. With a goal of raising $33 million, AmRhein noted that it is difficult to convince donors to contribute funds for what they consider a “regular” library. He explained how we, as librarians, see libraries in one way while donors often do not consider libraries at all when it comes to donating. Donors frequently were not big library users as college students, and are not an easy sell. Getting them excited about donating was a challenge.

Today’s students are multi-taskers and other things needed to be incorporated into the concept for the library. AmRhein also considered what could be partnered with other services to attract users and to make them comfortable. Space is often the last reason for a new library and there was a concern raised about how all the resources would be housed. An automated storage and retrieval system allowed better use of space. There is now less crunch in the open stacks. Materials in storage are available through the OPAC and can be retrieved in about five seconds.

AmRhein stated that one important point in designing a new library is to forget longstanding perceptions about libraries. This translates into: What can be better handled by other parties outside the library? Dining services handles all the food and drinks (the library houses a café and provides vending machines). Parties outside the library handle all IT operations.

The library is a matter of shared space and not an administrative structure. Spaces were designed both for multi-tasking and noise as well as for quiet study. There are also no study carrels, which were not used in the old library building. Lounge chairs were always in demand, and the new library has more lounge chairs, and group study areas with diner style booths. There are computer clusters throughout the building and the entire building is referred to as an information commons. There are three public entrances to the library. They moved away from the concept of one way in, one way out. The library also includes a 4,000 foot community room that has hosted Bach concerts as well as a 300 seat dinner. The idea of permitting food and drinks through the library was a battle with the provost. The reality is that carpet tile was installed with the idea that it could be replaced. To date, none of the carpet has been replaced.

AmRhein stated that the bottom line is that the library is a focal point for learning and not a warehouse for materials. Library usage increased by 433 percent within the first year that the new building opened. Interlibrary loan increased by 27 percent and circulation by 10 percent. The building is a comfortable venue that makes it possible to use the library in a greater way than is possible with a traditional structure. He added that they were committed to making staff spaces, particularly in technical services which is often located basements or other unpleasant places, as comfortable and attractive as the public spaces.

There was opportunity for questions after both presentations. After the question and answer sessions, Ms. Giambi posted the four controversial statements used on Digiblog in preparation for “Definitely Digital” symposium. She asked the group to rate them and discussion followed.

Those statements are:

  1. Due to the very high costs and rapid obsolescence of necessary equipment and the fact that the electronic medium is not archival, digital preservation is a concept which can only be embraced by the largest, most well-funded libraries with large IT staff resources.
  2. As information resources go digital, the "units" of information discovery and delivery will become wildly variable and blended, making past patterns of collection development, acquisition, and cataloging inadequate and unscalable.
  3. In the new information paradigm, there will be very little distinction between book vendors and subscription agencies, whose services will be very different than in the past.
  4. In the rapidly evolving information environment, those staff who are not prepared for and able to cope with continuous learning and constant change will either become increasingly compartmentalized or be left behind altogether.

The group rated the forth statement as the most controversial. Comments made during the discussion included:

  • Libraries are sometimes giving digital resources to faculty and staff rather than adding them to the collection and research reports were cited as an example.
  • Data sets lack good standards for classification. Providing access to them is also difficult. One institution is giving them to faculty to use on their desktops.
  • Is there a need to classify electronic resources, particularly since they are not in a physical location? An analogy was made between electronic resources and closed stacks. Subject headings do not facilitate resource discovery in the manner provided by classification systems.
  • This is an opportunity to consider what we do in the context of the reality of the digital world. The challenge is whether what we are doing is in sync with what is happening. We might be limited by our own skill sets.

Controversial statement one was rated next. Comments included:

  • Some book and subscription agents are already the same.
  • Do we need subscription agents in the digital age? Yes, since librarians are individuals not companies and it is a big time commitment to get things up and running.

Controversial statement two was rated as third. Comments included:

  • Technical services in part may have dug themselves into a hole. We have less qualified staff and apply vanilla cataloging treatment to our resources. We can get out of the hole but need to plan for training. The culture is set up for librarians, not staff.
  • Training involves a trade-off. Librarians receiving training are not providing other services.
  • There are opportunities to create new partnerships to help us cope. We need to provide more outreach on our part and to collaborate with our user communities.

Controversial statement three was rated as fourth. Comments included:

  • All libraries are doing some sort of digital preservation which also means digital attention.
  • Technology will make it possible for all libraries to develop ways to digitize resources.

Forum on Library Education

Elaine Yontz, Valdosta State University

The 2007 Forum on Library Education was held on January 19, 2007 at the Washington State Convention and Trade Center. The Forum was sponsored by the Association for Library and Information Science Education (ALISE), ALA, and the ALA Committee on Education (COE). Dan O’Connor, chair of ALA COE, moderated.

John Budd, Immediate Past President of ALISE and professor in the School of Information Science and Learning Technologies at the University of Missouri-Columbia, articulated five essential foundations for the professional of librarianship: “organization of information based on formal, descriptive taxonomies; services based on the cognitive and social aspects of inquirers; access to information for particular communities that have particular linguistic, cultural, educational, political, religious, and social characteristics; management of complex organizations that exist to serve communities by means of the first three foundations; and ethics of professional praxis, encompassing a set of liberties and responsibilities.”

ALA President Leslie Berger proposed appointing a task force with broad membership to pull together the outcomes of other efforts and to paint a picture of how librarian education should look going forward. She invited anyone interested in being on the task force to contact her. Berger urged an “honest conversation” that would include consideration of controversial topics such as whether non-managerial librarians should be educated at the Bachelors rather than the Masters degree level.

Loriene Roy, President-Elect of ALA, described her presidential focus on Supporting LIS Education through Practice. Roy also mentioned interest in creating a Library Camp for youth.

Thomas W. Leonhardt, chair of the ALA Committee on Accreditation (COA), announced that Proposed Updates to the Accreditation Standards have been created with wide input. The Proposed Updates are online, and comments are encouraged before March 15, 2007. The proposed changes were discussed in an open Town Hall Meeting sponsored by COA at the 2007 Annual Conference on Monday, June 25. Renee McKinney of the ALA Office for Accreditation has done research that shows that 94.6 percent of ALA-accredited programs offer courses that address all of the core competencies in ALA’s latest draft of proposed core competencies. McKinney’s research report is online on the Office for Accreditation website.

Michael Gorman, Immediate Past President of ALA, has concluded that the proposed revised standards emphasize process instead of substance and that the revisions do not address concerns raised by the profession. Gorman believes that “ï¿Â½ control of the education of would-be members of a profession is the hallmark of an effective professional body and that ALA should do everything within its power to regain that control.”

ALCTS Newsletter Online v.18 no.1


Midwinter 2007 Reports

ALCTS Liaisons and Representatives Report on Midwinter 2007 Activities

Editor’s note: We are featuring reports on groups outside of ALCTS with whom we have formal liaisons in this separate article.

   American Association of Law Libraries (AALL)

Programs sponsored by AALL Technical Services Special Interest Section and held at the 2006 annual meeting of the American Association of Law Libraries were:

  1. Pioneering the transformation of technical services libraries into digital librarians
  2. Pioneering toward a new cataloging code: RDAResource Description and Access

Other programs presented during AALL 2006 which were of interest to technical services librarians:

  1. Developing foreign, comparative and international law collections: sources, strategies, and techniques
  2. Legal publishers and business practices: AALL’s ongoing role in monitoring the information industry
  3. Hot topic: Prepare for the worst, hope for the best: using a library disaster plan template to prepare the library’s disaster plan
  4. Retrieval that works: functional requirements for bibliographic records (FRBR) and OCLC
  5. Counting electronic resources: should we count them, and if so, what do we count?
  6. Up and down the career ladder: finding the right rung for you
  7. Blazing trails for our future: practical strategies for recruiting the next generation of law librarians
  8. The emotional intelligence of law librarians: successful leaders pioneer change
  9. Where the jobs are: locating law librarian job openings made easy
  10. Preservation of digital information: global trends in digital and analog archiving
  11. Technology scouts: how to keep your library and ILS current in the IT world
  12. Measuring impact: cost justification for information services
  13. Getting to know you: increase your visibility and value to firm management
  14. Managing beyond the library: successful management of IT departments for Law Librarians
  15. Covering the cost of information: time for change
  16. Do my statistics say what I want them to say?
  17. Blogs: technologies, ethics and trends
  18. Pioneer for change or vicious cycle: creating space for people, collections and technology in the finite library
  19. Copyright implications of digital archives
  20. Pioneering professionalism: the journey begins with ethics
  21. To market, to market: innovations in promoting library services
  22. And you thought gadgets were only for the kitchen –returns!: current gadgets
  23. And you thought gadgets were only for the kitchen –returns!: what’s in the future?

Workshops given during AALL 2006 impacting technical services:

  1. SCCTP (Serials Cataloging Cooperative Training Program): electronic serials cataloging workshop
  2. Building indexes and taxonomies for legal materials    


Decimal Classification Editorial Policy Committee (EPC)

The EPC meeting 126 was held at the Library of Congress on October 11-13, 2006. Ia McIlwaine from University College London was present. Anne Robertson was voted in as Vice-Chair for a second term.

The following recommendations were approved:

  • 302-207, reversal of preference order
  • 150, Psychology
  • 003, Systems
  • Semantic web and Internet telephony
  • Parties of Austria and Switzerland (as a result of discussions with the German translation team)
  • Selected topics in 610
  • Fountains and cloisters
  • Table 5, multi-ethnic countries
  • Table 5, Italians (as a result of discussions with the Italian translation team)
  • Various topics in religion
  • Proposal for a 340 working group
  • Marital property (as a result of discussions with the Italian translation team)
  • Selected topics in 364.1, Crime
  • Table 2, Italian provinces and ancient Italy

EPC 127 was held as a follow up teleconference on December 5, again as a result of the Italian translation team, to define historical periods of Italy in 945.

It has been a pleasure to see Dewey expanded and recharged as a direct result of the global emphasis and input from other countries. The technological amplifications, such as WebDewey, have allowed much more user interaction. Jessica MacPhail has completed her six years as the ALCTS liaison to this group. The new liaison is Migell Acosta, Head of ILS Operations at County of Los Angeles Public Library, 7400 East Imperial Highway, Downey, CA 90242; (562) 940-8553; fax (562) 803-3499; email macosta@gw.colapl.org.    


Freedom to Read Foundation

The Freedom to Read Foundation (FTRF) has joined in three new lawsuits aimed at protecting rights under the First Amendment:

The first lawsuit, The Local Church versus Harvest House Publishers, involves a religious group called the Local Church that filed a libel action against authors John Ankerberg and John Weldon and their publisher, Harvest House, after the Local Church was included in the authors’ work, The Encyclopedia of Cults and New Religions. They claimed that their inclusion in a work about “cults and new religions” was defamatory. The Texas Court of Appeals dismissed the lawsuit after holding that the Local Church’s inclusion neither defamed the plaintiff nor provided grounds for a suit, as the determination that a group is a cult depends on an individual’s religious beliefs. The Local Church subsequently asked the Texas Supreme Court for review which was denied. They have petitioned for a rehearing, and the FTRF is waiting for the court’s decision on the motion.

The second lawsuit, American Civil Liberties Union of Florida versus Miami-Dade School Board addresses the decision of the Miami-Dade School Board to remove the books A Visit to Cuba and Vamos a Cuba and all the books in the “A Visit To” series on the grounds the books are educationally unsuitable and offensive to member of Miami’s Cuban community. When the district court ruled the removal was unconstitutionally motivated and entered a preliminary injunction ordering the school district to immediately replace the entire series on library shelves, the Miami-Dade School Board appealed the decision to the Eleventh Circuit Court of Appeals. The FTRF is now waiting for the court’s decision.

The third lawsuit, Entertainment Software Association et al. versus Hatch, seeks to overturn Minnesota’s Restricted Video Games Act, which imposes civil penalties on minors who rent video games rated “AO” or “M” by the Entertainment Software Rating Board (ESRB). The statute also requires retailers to post signs warning minors about the prohibition. The District Court of Minnesota ruled the law unconstitutional in July 2006. It held that there was no showing that a statute restricting minors’ access to violent video games alone would protect children. It also held the statute unconstitutionally delegated the state’s authority by using the ESRB’s ratings and unconstitutionally compelled speech by requiring retailers to post signs about the law. The state appealed to the Eighth Circuit Court of Appeals, and the FTRF is waiting for the court to schedule the oral arguments.

The FTRF is also monitoring two cases:

The first is Sarah Bradburn, et al. versus North Central Regional Library District. It is the first legal challenge to a library’s Internet filtering policies filed since the Supreme Court upheld the Children’s Internet Protection Act (CIPA). The complaint, filed by the American Civil Liberties Union of Washington State in November 2006, not only alleges that the library filters Internet content too broadly, but also that the library refuses to unblock its filters when requested to do so by Adult patrons. The library has denied the allegations and the case is now proceeding before the U.S. District Court in the Eastern District of Washington.

The second is Faith Center Church Evangelistic Ministries v. Glover. This lawsuit was filed in July 2004 after a local religious group was barred from using the Contra Costa County (CA) Public Library’s meeting room because the group wanted to hold religious services. After the district court ruled the group was likely to succeed on its First Amendment claims and entered a preliminary injunction enjoining the library not to enforce the meeting room policy, the county appealed the decision to the Ninth Circuit Court of Appeals. That court reversed the district court’s finding of unconstitutionality on the grounds that the library’s policy was reasonable in light of the library’s intended use of its public forum. The plaintiffs asked for a rehearing and their motion is pending.

Other FTRF news: The Freedom to Read Foundation has a new organizational membership. We urge libraries to consider becoming organizational members and supporting the work of the Foundation.    


RDA Joint Steering Committee

RDA Development Process:

ALA’s response to the draft of Chapters 6 and 7 during the summer of 2006 included five major concerns that ALA members expressed about the development process of RDA:

  • Adopt a top-down approach
  • Do not base RDA on AACR2 alone
  • Add review of the entire standard at once
  • Additional development support
  • Clarify decision-making authority and responsibility

During the October 2006 JSC meeting, the JSC discussed the ALA concerns and responded as follows:

  • The Editor prepared a Scope and Structure document www.collectionscanada.ca/jsc/docs/5rda-scope.pdf to clarify the conceptual basis of RDA including FRBR, FRAD, and the IME ICC Statement of International Principles.
  • The Scope and Structure document also serves to demonstrate how AACR2 is not the only basis for RDA. The document will also serve as the basis for ongoing discussions with other metadata communities, such as Dublin Core and IEEE-LOM.
  • The JSC added an additional review at the end of the project, which will move the initial release of RDA to early 2009.
  • The JSC confirmed that the final copy editing and development of the web product will be separately resourced.
  • The JSC also clarified the role of the various people and groups involved with RDA development.

The revised schedule for development of RDA is as follow:

  • March-June 2007: Review of revised chapter 3
  • July-September 2007: Review of revised chapters 6-7
  • December 2007-March 2008: Review of part B
  • July-September 2008: Review of complete draft of RDA

RDA is scheduled for release in early 2009.

A major focus of the October meeting was resolving issues related to Chapter 3, in preparation for the review of a revised chapter by the constituencies early in 2007. The JSC also discussed responses to the draft of Chapters 6 and 7 at a high level, reviewing the content of the chapters against the objectives and principles and discussing implementation scenarios. It was agreed that the order of the two chapters would be switched. The conventions for referencing related resources will be simplified, and more guidance given on when to apply particular conventions. The JSC asked the Editor to prepare alternative outlines for the chapter on related resources for JSC’s consideration and decision on the best arrangement. The concept of “primary access” will be removed from that chapter and will be addressed in chapter 13 in the context of naming works and expressions.

At the next meeting, the JSC will discuss the detailed constituency comments on the June 2006 draft of chapters 6 and 7.

Building on the successful discussions with the publishing community (ONIX), the JSC met with representatives of the Dublin Core (Diane Hillman) and IEEE-LOM (Robby Robson) communities during its October meeting. After these discussions, the JSC agreed that further talks could be beneficial to all concerned. To that end, plans are now underway for future meetings with these communities to discuss the various underlying conceptual data models that serve as the basis for our work.

A fuller report of the Outcomes of the October 2006 meeting is available at www.collectionscanada.ca/jsc/0610out.html. The JSC will meet next from April 16-20, 2007 in Ottawa, Canada.    


Legislative Assembly

Duncan Stewart, University of Iowa Libraries, ALCTS representative to the Legislative Assembly attended the joint meeting of ALA’s Committee on Legislation and Legislative Assembly on Friday January 19, 2007. The meeting agenda included a legislative update on the Fiscal Year 2007 budget, and the use of continuing resolutions by Congress to deal with the failure to construct a federal budget by October 2006.

Reauthorization of the LSTA and No Child Left Behind Laws, Copyright, Internet and Telecomm, and Civil Liberties were mentioned. The discussion of access to government information led to the issue that took the majority of the meeting time. Mike Flynn, director of the EPA Office of Information Analysis and Access and a number of other EPA staffers came to the meeting to defend the EPA closure of its libraries.

Flynn insisted that EPA was not cutting libraries for political or purely economic reasons. Rather, he said that EPA was repositioning itself to deal with the twenty-first century demands for information. Flynn faced a skeptical audience, especially for his claim that the only misstep that EPA had made was in not consulting librarians more extensively before carrying out the closings.

Stewart spoke with Flynn and a deputy the day after the meeting and Flynn continued to assert that the closings were only designed to rationalize and improve EPA library service. Administration moves to limit access to information throughout the federal government played no role Flynn said.

The Committee on Legislation report to ALA Council sums the topic up nicely:

In February 2006, President Bush introduced his FY2007 budget request that included a $2 million cut, initially proposed by EPA, that would reduce the 35-year-old EPA Library Network's budget by 80 percent and force closure of some regional libraries. In Fall 2006, EPA closed three EPA regional libraries in Chicago, Dallas, and Kansas City, KS, as well as closing public access to the main EPA Library in Washington, DC before a FY2007 budget was passed.
EPA administrators have repeatedly alleged that these closings would not affect access to the important environmental and scientific collections and data sets since online functions will meet the needs of the EPA staff, researchers, and the public. However, many scientists, EPA staff, and librarians continue to dispute this contention. ALA and other critics have argued that the EPA library online services are not fully in place and are not adequate to meet the current as well as future demands of users.

COL sent three resolutions—one on immigrant rights, one on e-government, and one on orphan works—on to ALA Council and they were all passed.    


National Information Standards Organization (NISO)

The following Standards activities have been discussed since the Annual Conference 2006:

NISO standards

Z39.87-200X – Data Dictionary for Technical Metadata for Digital Still Images

This standard was approved.

Z39.71-200X – Holdings Statements for Bibliographic Items

This was a maintenance revision ballot. The standard was revised using editorial comments received and approved by NISO in September 2006.

ISO standards

ISO/FDIS 3166-1 – Codes for the Representation of Names of Countries and Their Subdivisions
– Part 1: Country Codes

This was the final draft of this standard prior to publication. The balloting period ended June 27, 2006.


  • ALCTS/LITA MARBI Committee
  • ALCTS CCS Cataloging: Description and Access Committee
  • ALCTS SS Continuing Resources Cataloging Committee
  • LAMA SASS Technical Services Systems Committee
  • LITA Standards Interest Group
  • PLA Library Services Cluster Cataloging Needs of Public Libraries Committee

Comments and recommendations were due June 27, 2006.

Received comments/recommendations from:

  • ALCTS/LITA MARBI Committee
  • ALCTS SS Continuing Resources Cataloging Committee


ALA recommended a “no” vote.

ISO NWI 27729 - International Standard Party Identifier (ISPI)

This was a proposal for a new standard "to define specifications for the syntax, assignment, registration, and administration of an international standard identifier for parties (persons and corporate bodies) involved in the creation and production of content entities (e.g., authors, composers, performers, groups of performers such as orchestras, music publishers, music producers, book publishers, audiovisual producers, producers of sound recordings, broadcasters, etc.)."


  • ALCTS/LITA MARBI Committee
  • ALCTS CCS Cataloging: Description and Access Committee
  • ALCTS SS Continuing Resources Cataloging Committee
  • LAMA SASS Technical Services Systems Committee
  • LITA Standards Interest Group
  • PLA Library Services Cluster Cataloging Needs of Public Libraries Committee

Comments and recommendations were due June 29, 2006.

Received comments/recommendations from:

  • ALCTS/LITA MARBI Committee
  • ALCTS SS Continuing Resources Cataloging Committee


ALA recommended a “yes” vote.

ISO/DIS 3297 - International Standard Serial Number (ISSN) revision

This was what turned out to be the final revised draft of the revision to the 1998 edition of ISO/CD 3297, the ISSN.

“"The terms "Medium-Neutral ISSN" and "MNI" have been replaced by "linking ISSN" and "ISSN-L" respectively, in order to clarify that the draft standard does not create a new identifier, but a new function for the ISSN. The terms "linking ISSN" and "ISSN-L" should be seen as tags labeling a new function; they are not the names of a new identifier. The linking ISSN will be a separate data element, identified in database structures such as the MARC formats either by a distinct tag or a subfield in a tag (different from the tag or subfield identifying the ISSN), therefore allowing the two functions to be distinguished."


  • ALCTS Electronic Resources Interest Group
  • ALCTS Networked Resources and Metadata Interest Group
  • ALCTS CCS Cataloging: Description and Access Committee
  • ALCTS SS Continuing Resources Cataloging Committee
  • ALCTS SS Committee to Study Serials Standards
  • LAMA SASS Technical Services Systems Committee
  • LITA Standards Coordinator
  • LITA/ALCTS Electronic Resources Management Interest Group
  • RUSA MARS Local Systems and Services Committee
  • RUSA MARS User Access to Services Committee
  • RUSA STARS Codes, Guidelines, and Technical Standards Committee

Comments and recommendations were due October 23, 2006.

Received comments/recommendations from:

  • ALCTS Electronic Resources Interest Group


ALA recommended a “yes” vote.

The standard was approved.

ISO/FDIS 9230, Information and documentation -- Determination of price indexes for print and electronic media purchased by libraries

This was the final ballot on the standard prior to publication and had an abbreviated ballot period, with comments due to NISO on January 31, 2007.


  • ALCTS Publisher-Vendor-Library Relations Interest Group
  • ALCTS Acquisitions Section Chair
  • ALCTS SS Acquisitions Committee
  • LITA Standards Coordinator
  • PLA Library Services Cluster Collection Management Committee

Received comments/recommendations from:

  • None.

ISO/CD 10957, Information and documentation - International Standard Music Number (ISMN)


  • ALCTS/LITA MARBI Committee
  • ALCTS CCS Cataloging: Description and Access Committee
  • ALCTS SS Continuing Resources Cataloging Committee
  • LAMA SASS Technical Services Systems Committee
  • PLA Library Services Cluster Cataloging Needs of Public Libraries Committee

Comments and recommendations are due March 16, 2007.

Other NISO activity

Todd Carpenter, Director of Business Development with BioOne, was appointed NISO’s Managing Director effective September 1, 2006.

OCLC was designated the maintenance and registry agency for OpenURL.

An updated edition of the NISO Metasearch XML Gateway (MXG) Implementers Guide was published in August 2006. It is available at www.niso.org/standards/resources/MI-MXG_v1_0.pdf.

NISO held a workshop on Managing Electronic Collections: Strategies from Content to User in Denver on September 28-30, 2006.

NISO held a workshop on Discovery to Delivery: Solutions to Put Your Content Where the Users Are at the National Agricultural Library on November 2-3, 2006.

James Neal, Vice President for Information Services and University Librarian at Columbia University, was appointed Vice-Chair of the NISO Board of Directors.

The NISO voting membership was asked to vote on a proposed change to the NISO Bylaws. The current procedures are that a proposal to amend the Bylaws can be made by written petition of at least 20 percent of the voting members or by the Board of Directors, and voted on no sooner than sixty days or later than 120 days after the petition or proposal date. Copies of proposed amendments are to be sent to each voting member representative. Bylaws changes must be approved by a two-thirds majority of the voting members. The proposed changes were: proposals to amend the Bylaws can be made by written petition of 20 percent of the voting members or by any member of the Board of Directors; proposals will be referred to the Governance Committee of the Board of Directors, which will recommend appropriate action by the voting members or the Board of Directors; proposals received from the voting members will be voted on at the next annual meeting or at a meeting of the Board of Directors; Bylaws changes may be approved by a two-thirds majority of the voting members or by a three-quarters majority of the Board of Directors.

ALA voted against the proposal, with the following comments:

The American Library Association believes that these changes would have a significant negative effect on the ability of those Voting Members that represent the library constituency to have a meaningful voice in NISO governance. Proposals put forward by Voting Members would only be voted upon at an in-person meeting, which would entail up to a year's delay and which is a forum which the representatives of library associations would be unlikely to be able to attend. Proposals put forward by the Board of Directors, on the other hand, would be handled immediately without necessarily involving input from the Voting Members. The NISO Board of Directors currently has quite a few members of the library community serving on it, but we cannot assume that that will always be the case.

NISO is a voluntary organization and as such depends on the cooperation of all of its constituencies. It needs to be willing and able to listen to comments from all of the membership. We understand the desire to allow NISO to be a more flexible organization that can respond quickly to changing standards needs. But we feel that this proposal would circumvent a large portion of NISO's membership and therefore we vote no.

Balloting closed on December 29, 2006. The proposal passed with sixty-five (77 percent) of NISO voting members supporting it, thirteen (15 percent) opposed, and two abstentions.

Karen Wetzel became NISO’s first Standards Program Manager on January 22, 2007.

Activities at Midwinter

Unlike at previous ALA conferences, NISO held no public programs. Instead, there were a series of small group “conversations” to discuss future directions and plans on Sunday, January 21, and Monday, January 22.


ALCTS Newsletter Online v.18 no.1

Midwinter 2007 Reports

ALCTS Councilor's Report

ALA Council Midwinter 2007

Diane Dates Casey, ALCTS Councilor

At ALA Council I both the Budget Analysis and Review Committee (BARC) and the Endowment Fund reported growth in ALA financial resources. Total revenue growth was almost $1 million more than expected; the endowment funds grew by more than $3 million to $29,028,000 in 2006. ALA elections will be held between March 15 and April 24 with results reported on May 1.

Council II witnessed a flurry of activity. At the recommendation of the Policy Monitoring Committee, Council adopted new language for Section 60, which expands the umbrella of diversity more inclusively. BARC was granted a six-month extension to study the implications of establishing a graduated dues structure for ALA. Council rejected resolutions advocating the end of funding for the Iraq War and the impeachment of George W. Bush. A resolution concerning the Boy Scouts was referred to ALSC for comment.

During Council III, Michael Gorman was honored and congratulated on his retirement. The Committee on Organization requested that new language be found to make the nomination and election process in ALA more transparent. Constitution and Bylaws will bring a recommendation to the Annual Meeting in Washington, D.C. Several action items were brought by the Committee on Legislation; resolutions on orphan works and the Copyright Act, immigrants’ rights to library service, and the role of libraries in providing e-government and emergency services were passed. Moreover, the Committee on International Relations’ request that an ALA representative be appointed to the U.S. Committee of the Blue Shield, which seeks to protect cultural materials in the event of an armed attack, was passed. Finally, a resolution on making digital objects and collections ADA accessible was referred to the Association of Specialized and Cooperative Library Agencies (ASCLA) for clarification and strengthening. ASCLA will bring the revised resolution to Council at Annual.

ALCTS Newsletter Online v.18 no.1

Midwinter 2007 Reports

Key Actions from ALCTS Board

ALA Midwinter Meeting 2007, Seattle

alcts board of directors 2006-2007

Front row, left to right: M. Dina Giambi (Director-At-Large), Linda Phillips (Chair, Collection Management and Development Section), Mary Beth Weber (Editor, ALCTS Newsletter Online), Katherine L. Walter (Director-at-Large), Pamela M. Bluh (ALCTS President-Elect), Bruce Chr. Johnson (ALCTS President), Rosann V. Bazirjian (ALCTS Past-President), Cheryl A. Kern-Simirenko (Planning and Budget Assembly), Nancy E. Kraft (Chair, Preservation and Reformatting Section), Elaine Yontz (Chair, Council of Regional Groups).

Second row, left to right: David P. Miller (Chair, Cataloging and Classification Section), Trisha L. Davis (Chair, Acquisitions Section), Nancy Jean Gibbs (Chair, Planning Committee), Emily J. McElroy (Chair, Serials Section), Karen D. Darling (Director-At-Large), Dale S. Swensen (Chair, Organization and Bylaws Committee), Diane Dates Casey (ALCTS Councilor), Charles Wilt (Executive Director).

ALCTS Board 2006–2007


  • the new description of the ALCTS Paper Series Editor and the creation of a Paper Series Editorial Board.
  • the report of the Non-English Task Force.
  • the Fiscal Year 2007 first quarter budget report in two parts, narrative and financials.
  • the Administrative Report of the Executive Director.
  • the recommendations of award recipients forwarded by the awards juries.
  • the proposed revision of the ALCTS bylaws to remove section names from Article X.
  • a motion to appoint a task force to explore the changing role of the Library of Congress and the impact on the profession and our organization.


  • the preliminary 2008 budget as presented by the Budget & Finance Committee.
  • the appointment of Anne Sleeman to the position of ALCTS Paper Series Editor.
  • the publication Perspectives on Serials in the Hybrid Environment by Harriet Lightman and John P. Blosser.
  • the creation of the Ross Atkinson Lifetime Achievement Award to honor the legacy of Ross Atkinson.
  • Adopted the ALCTS Conflict of Interest Statement of January 3, 1990.
  • Endorsed the slate of candidates for the 2007 election as presented by the Nominating Committee.
  • ALCTS Newsletter Online v.18 no.1

    carlen ruschoff

    News and Features

    My ACLTS Experience

    Carlen Ruschoff, University of Maryland

    I joined ALA and ALCTS twenty-seven years ago when I was a fairly new cataloger at Minneapolis Public Library and attended my first ALA meeting in 1979. It was an exciting time in the world of technical services with the impending implementation of AACR2, the advent of online catalogs, the prospect of automated authority control, and the anticipation of online indexes with their promise of key word searching.

    In those days, I was in 100 percent “learning mode,” and looked for opportunities to expand my knowledge, particularly in the area of cataloging and cataloging standards. ALCTS was rich with opportunities and growth through programs and specialized institutes. Being a cataloger, the association offered me a number of occasions to learn about the history of the cataloging rules and the stages of development that resulted in AACR2. Through the various discussion groups such as “Big Heads” and “Heads of Cataloging,” I learned from the experiences of my colleagues as well as share my own experiences with others, particularly in planning for the challenges and management of change.

    As I grew professionally, I became interested in giving back to ALCTS and to the profession as a whole. I expressed interest and was appointed to the Cataloging and Classification Committee on Description and Access (CC:DA). I found opportunities to work on conferences and institute planning committees. Eventually, I ran for office (ran and lost—hey folks keep trying even if you lose!) and became chair of the Cataloging and Classification Section and ultimately, President of ALCTS. These roles gave me the opportunity to both “learn and lead.” In keeping with my own values of learning, I continued Peggy Johnson’s theme of continuing education during my term as president. And, to this was added the concept of partnering with other groups with similar interests. The Cataloger’s Learning Workshop, for example, was the outcome of a very worthwhile multi-year collaboration between the ALCTS Advisory Task Force on Bibliographic Control of Web Resources, the Program for Cooperative Cataloging (PCC), and LC’s Cataloging and Distribution Service (CDS).

    While the educational opportunities were invaluable to my career, one of the most valuable resources was the professional and personal friendships I have developed over the years. My network of colleagues is broad and deep, and we exchange ideas, innovations, and disappointments. We counsel and advise one another and there is no price you can put on that! It has been a wonderful experience and I would highly recommend it!

    It is a great experience! So what are you waiting for? Volunteer! Get involved!

    And have fun!

    ALCTS Newsletter Online v.18 no.1

    News and Features

    Report on Cataloguing 2007

    Back to the Basics and Flying into the Future

    Alison Hitchens, University of Waterloo, Waterloo, ON Canada

    On February 1-2, 2007, the Icelandic library community hosted an excellent international cataloguing conference in honor of fifty years of library science education in Iceland. Conference participants came from over thirty countries, with speakers from seven countries. The national librarian, Dr. Sigrún Klara Hannesdóttir, noted that despite their reputation, cataloguers have proved to be adventurous people who are "willing to brave the wilds of Iceland in winter."

    The presentations can be roughly divided into three categories: updates on activities in the cataloguing community (e.g. FRBR, RDA, ICABS, etc.); discussions of projects at the national level in Iceland, Denmark, Norway and Britain to improve access to resources; and updates from vendors on how their products are meeting user needs. Power Point presentations can be found at http://ru.is/kennarar/thorag/cataloguing2007/.

    The keynote address was given by Dr. Barbara Tillett, Chief of the Library of Congress Cataloging Policy and Support Office, who expertly and with enthusiasm covered a range of related topics including FRBR, the Virtual International Authority File (VIAF), IFLA work on an international cataloguing code, and the development of RDA. Of note is the information that RDA's creators are already considering the training needs of cataloguers and will be building training elements into the web resource as well as speaking to library associations about training opportunities. The VIAF is of interest to any who need displays in multiple languages and scripts. Renate Gömpel of the Deutsche Nationalbibliotek also covered international bibliographic control by highlighting the work of ICABS, the IFLA-CDNL Alliance for Bibliographic Standards.

    It was interesting to learn of projects at several national libraries in response to cataloguing models and user needs. Caroline Brazier of the British Library discussed process re-engineering of the cataloguing area and what is being done to create efficiencies while making best use of professional skills. She discussed fast tracking materials, batch loading of records, and quality control projects. Her presentation also included a discussion on what cataloguing and the library catalogue need to become. Sigrún Hauksdóttir of the Icelandic Library Consortium gave an interesting report on the creation of Gegnir, the Icelandic union catalogue, its challenges and how it affects cataloguing practices in Iceland.

    Trond Aalberg, associate professor at the Norwegian University of Science and Technology discussed a project that used existing MARC records from the BIBSYS catalogue and the FRBR model to improve the display of search results. He emphasized the need for systems people to understand the cataloguing rules that created the data in order to properly manipulate the data. He showed how certain cataloguing rules and time-saving policies hindered an automated approach to "FRBR-izing" catalogue data. The Danish Library Agency also looked to FRBR to improve the catalogue, and consultant Erik Thorlund Jepsen reported the results of that project. The agency took a different approach in the Danish union catalogue by collocating "on the fly" when a search is performed rather than running a large conversion project to identify relationships. Search results are grouped using a matching algorithm based on the FRBR model. Other types of bibliographic relationships are also being explored.

    Finally, the vendors were given the opportunity to show how their products are serving our library users. John Espley from VTLS showed how Virtua incorporates the FRBR model to simplify cataloguing and to enhance grouping of search results for end-users. As an added benefit, library users can place holds at the work/expression level when they are not looking for a specific manifestation. Judy Levi of Ex Libris offered a demonstration of Primo, the new product that searches a library's ILS as well as digital repositories and journal databases by harvesting data from various sources, normalizing and enriching the data, and then feeding it into the searches. This allows users to search all library resources in one interface.

    Thank you to the organizers for creating a well-rounded program that attracted library people from around the world. For those of you who did not have the chance to attend—print out the Power Point slides, fly to Iceland, and read the notes while relaxing in the Blue Lagoon!

    Looking Ahead

    Calendar of Upcoming Events


    North Carolina Serials Conference
    Chapel Hill, North Carolina

    ACRL National Conference
    Baltimore, Maryland


    Fundamentals of Acquisitions Web Course

    New England Technical Services Librarians Conference
    Worcester, Massachusetts

    Computers in Libraries
    Crystal City, Virginia

    United Kingdom Serials Group Conference
    Coventry, United Kingdom

    DigCCurr2007 Conference
    Chapel Hill, North Carolina

    Digital Library Federation Spring Forum
    Pasadena, California


    Medical Libraries Association Annual Meeting
    Philadelphia, Pennsylvania

    Acquisitions Institute at Timberline Lodge
    Timberline Lodge, Oregon

    Fundamentals of Acquisitions Web Course

    Canadian Library Association National Conference
    St. John’s, Newfoundland

    NASIG Annual Conference: “Place Your Bet in Kentucky: The Serials Gamble”
    Louisville, Kentucky


    SLA Annual Conference
    Denver, Colorado

    Joint Conference on Digital Libraries (JCDL)
    Vancouver, British Columbia

    ALCTS 50th Anniversary National Conference
    Washington, DC

    American Library Association Annual Conference
    Washington, D.C.


    American Association of Law Librarians Annual Meeting and Conference
    New Orleans, Louisiana


    73rd IFLA General Conference and Council
    Durban, South Africa


    Internet Librarian 2007
    Monterey, California


    17th Annual Charleston Conference
    Charleston, South Carolina

    ALCTS Newsletter Online v.18 no.1

    News & Features

    From ALCTS    

    ALCTS National Conference and ALA Annual Events

    Registration is now open for a one-of-a-kind ALCTS National Conference that will precede the ALA Annual Conference in Washington, D.C. from 1:30 p.m. Wednesday, June 20 to 4:30 p.m. Thursday, June 21. “Interactive Futures: A National Conference on the Transformation of Library Collections & Technical Services” will engage attendees in a thought-provoking, open and participatory exchange on how our work and profession have changed.

    Presenters and attendees will collaborate to explore the challenges we face and to develop a vision of the future roles of collections and technical services librarians. Scheduled presenters include:

    • Richard Lanham, professor emeritus, UCLA, and author of the “Economics of Attention,” University of Chicago Press, 2006;
    • Stephen Abram, vice president of Innovation, Sirsi/Dynix; and
    • David Lankes, associate professor, School of Information Studies, Syracuse University; and
    • Susan Nutter, vice provost and director of libraries at North Carolina State University.

    Anniversary Dinner Gala

    The Gala Dinner Cruise will be held on Thursday evening, June 21, aboard the luxurious Odyssey III, where revelers will cruise the Potomac River, enjoying the sights of Washington D.C. and Georgetown.

    Celebration Finale: President's Program

    The final anniversary event will be the 2007 ALCTS President’s Program, “Libraries and Findability: Elegant Hacks for Our Future Description, A Talk by Peter Morville,” which takes place Monday, June 25, 10:30 a.m., during the ALA Annual Conference in Washington, D.C. Peter Morville founded Semantic Studios, a leading information architecture, user experience, and findability consultancy. Widely recognized as a father of information architecture, Morville serves as a passionate advocate for the critical role of findability in defining the user experience. Elsevier sponsors the President’s Program.

    More Anniversary News

    ALCTS members will continue to enjoy anniversary milestones as the ALCTS journal Library Resources & Technical Services (LRTS) celebrates its own 50th anniversary. Highlights for members and subscribers include anniversary articles, complimentary copies of the 50-year Cumulative Index to LRTS and the reissue of LRTS volume 1, number 1. A 50th anniversary commemorative publication will be available for purchase through the ALA Online Store.

    In conjunction with its 50th anniversary celebration, ALCTS has established the Ross Atkinson Lifetime Achievement Award. This new award honors the legacy of Ross Atkinson, distinguished library leader, author and scholar whose extraordinary service to ALCTS and the library community at-large serves as a model for those in the field. The award winner receives a citation honoring his/her contributions and a stipend of $3,000, donated by EBSCO.

    The 50th celebration is made possible in part by contributions from amazon.com, OCLC, Innovative Interfaces, EBSCO, Swets, CSA and individual contributions through the ALCTS “$50 for 50 Years” campaign. Individual contributions can be made at a variety of levels by clicking the “50 for 50” icon at www.ala.org/ala/alctscontent/alctslrts50/50sponsors.htm.

    Stay up to date with these and forthcoming ALCTS 50th anniversary events by visiting the ALCTS 50th anniversary website at www.ala.org/alcts50.    

    ALCTS Subject Analysis Committee Establishes New SAC Subcommittee and Listserv on the Future of Subject Headings

    The ALCTS Subject Analysis Committee established a new SAC Subcommittee on the Future of Subject Headings during the ALA Annual Conference in New Orleans. The subcommittee’s charge is:

    “To analyze the future of subject cataloging, with emphasis on Library of Congress Subject Headings (LCSH), through the use of SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis, taking into consideration both internal forces within the library community and the external environment. The subcommittee is chaired by Lisa Bruere, CAFÉ Library Partnership, Waukesha, Illinois. Find the subcommittee roster on the ALCTS web site.

    The subcommittee will provide a preliminary report during the ALA Midwinter Meeting in Philadelphia and a final report and program will take place during the ALA Annual Conference in Anaheim. The subcommittee has established a listserv to discuss this topic and invites interested parties to subscribe at http://lists.ala.org/wws/info/headings.    

    ALCTS Paper Series Editorial Board Appointed

    An editorial board has been appointed to work with Anne Sleeman, the new Paper Series Editor. The members of the ALCTS Paper Series Editorial Board are:

    • Dr. Clément Arsenault (2007–2009), Ecole de bibliothéconomie et des sciences de l’information, Université de Montréal
    • Yvonne A. Carignan (2007–2010), Head of Preservation, University of Maryland
    • Dr. Karen A. Schmidt (2007–2010), Acting University Librarian, University of Illinois at Urbana-Champaign
    • Ann G. Swartzell (2007–2009), Weissman Preservation Center, Harvard University Library
    • Christine Taylor (ALCTS Office Liaison), Publishing and Membership, Association for Library Collections & Technical Services    


    ALCTS Announces 2007 Preconferences

    ALCTS will offer four preconferencse at the ALA Annual Conference in Washington, D.C.

    On Thursday, June 21 and Friday, June 22, there will be two two-day workshops in the continuing series on basic cataloging from ALCTS and the Program for Cooperative Cataloging (PCC).

    Fundamentals of Library of Congress Classification: An ALCTS/PCC Workshop

    This two-day pre-conference presents authoritative training in the principles and practices of Library of Congress Classification (LCC). Speakers include: Steven Arakawa, Yale University; Lois Chan, University of Kentucky, School of Library & Information Science; Paul Frank, Cooperative Cataloging Team, Library of Congress; and Lori Robare, University of Oregon.

    Comprehensive Series Training: An ALCTS/PCC Workshop

    This preconference presents outstanding training opportunities relating to decisions associated with series. Speakers for this workshop include: Rachel Wadham, Brigham Young University; Valerie Bross, UCLA; Judy Kuhagen, Library of Congress; Iris Wolley, Cornell University; Mark Scharff, Washington University in St. Louis; and Steve Miller, University of Wisconsin-Milwaukee.

    The following one-day and combined half-day pre-conferences are offered on Friday, June 22.

    ALCTS Technical Services Management: Generational and Workflow Issues

    Morning Session

    Managing the Multigenerational Workplace: Practical Techniques
    Tips and techniques to enhance intergenerational relationships in the library workplace will be provided by Pixie Anne Mosley, Director of Access Services, Texas A & M University, College Station, Texas.

    Afternoon Session

    Workflow Analysis, Redesign, and Implementation: Integrating the Complexities of Electronic Resources in the Digital Age
    Explores the possibilities that a systematically implemented workflow analysis and redesign can offer your institution. Speakers: Rick Lugg, R2 Consulting; Ruth Fischer, R2 Consulting; Catherine Tierney, AUL for Technical Services, Stanford University; Kim Armstrong, Director of Collections Services, University of Illinois at Springfield; and Celeste Feather, Serials/Electronic Resources Librarian, Ohio State University

    Those interested may register for each half-day session or the whole day.

    ALCTS will also offer What They Don't Teach in Library School: Competencies, Education, and Employer Expectations for a Career in Cataloging. This all day pre-conference hosted by Catholic University focuses on the current state of recruitment and education in cataloging, its suitability for the library environment, and the disconnect between what you learn in library school and the reality of working in the field. Among the featured speakers are: Karen Calhoun, Associate University Librarian for Technical Services, Cornell University; J. Randolph Call, Associate Director for Technical Services, Detroit Public Library; Beacher Wiggins, Director for Acquisitions and Bibliographic Access, Library of Congress; Janet Swan Hill, Associate Director for Technical Services, University of Colorado – Boulder; Brian Schottlaender, University Librarian, University of California at San Diego; and Matthew Beacom, Metadata Librarian, Yale University.

    Online registration for the ALCTS preconferences is available at www.ala.org/ala/annual.    

    ALCTS Seeks Proposals for 50th ALCTS Anniversary Conference Poster Session

    ALCTS seeks proposals for poster sessions to be held during the 50th ALCTS Anniversary Conference, on June 20, 2007, in Washington, D.C. Sessions will be based on the ALCTS National Conference theme: "Interactive Futures: A National Conference on the Transformation of Library Collections & Technical Services" and should focus on a transformative change or an innovation in any area of library collections or technical services work for monographs, serials, or electronic resources, whether in collection development and management, cataloging, acquisitions, or preservation. Poster sessions may document a change that has been implemented, or may suggest an innovation or describe a trend likely to affect change in the philosophy or practice of our profession.

    The deadline for poster session submissions is April 2, 2007. The ALCTS conference committee will review all submissions for appropriateness of theme, for quality of content, and for quality of presentation. Applicants will be notified by May 1. Poster session applications should be made online on the ALCTS web site. Get more information from the 50th Anniversary web site. Direct any questions to Bob Nardini (603) 340-4378; bnardini@couttsinfo.com.


    From ALA    

    ALA Continuing Membership

    ALA offers ongoing membership benefits as an ALA Continuing Member upon retirement to members with at least twenty-five consecutive years of membership. Continuing Membership includes free ALA basic dues for life. It does not include division and round table dues.

    Continuing membership provides full rights and privileges in ALA, including the opportunity to serve on ALA committees and contribute to the ongoing work of the Association. It also includes eleven issues of American Libraries as a gift subscription. It also provides access to ALA member discounts for products, services, programs, and events

    To notify ALA when you have retired and would like to begin ALA Continuing Membership, please download the ALA Continuing Membership Notice. The completed form may be faxed to (312) 944-2641 or mailed to ALA Membership Services, 50 E Huron St., Chicago, IL 60611. Notification of eligibility takes four to six weeks. For more information on ALA Continuing Membership, or to learn if you are eligible, contact the Member and Customer Service Center at 1-800-545-2433 ext. 5; membership@ala.org.


    ALCTS Newsletter Online v.18 no.1


    From the Profession


    LC Launches RSS Feeds

    The Library of Congress is using the RSS (Really Simple Syndication) technology to offer bulletins on news and events, and to announce additions to their website. A news release is available at www.loc.gov/today/pr/2006/06-223.html.    

    OCLC Members Council Meets in Quebec City

    The OCLC Members Council met in Quebec City, Quebec, Canada, February 5–7 to explore issues facing libraries and OCLC. It was the first time in the council has held a meeting outside the United States. Ernie Ingles, President of the OCLC Members Council President and Vice-Provost and Chief Librarian, University of Alberta, presided over the meeting. The theme for the session was “OCLC Organizational Dissonance: The New Harmony.” Find a report of the meeting on the OCLC web site.    

    OCLC to Host Consortium of European Research Libraries (CERL) Hand Press Book

    OCLC will host the CERL Hand Press Book Database, which includes more than 2 million catalog records from libraries for items with a European printing from the 15th century through the 1830s. The Research Libraries Group (RLG) previously hosted the database. Find the news release on the OCLC web site.


    ARL Issues Brief Regarding Association of American Publishers’ PR Campaign Against Open/Public Access Initiatives

    The Association of American Publishers has launched a public relations campaign against public access initiatives regarding access to federally funded research and open access. Internal documents leaked to reporters revealed that publishers planned to develop simple messages to be aimed at key decision makers. The AAP, in the interest of its Professional and Scholarly Publishing Division, has hired the public relations executive Eric Dezenhall to respond to the issue of growing support for public and open access initiatives. ARL has issued a brief regarding this matter providing talking points for libraries to use when approaching faculty about changes to the scholarly communication system and how this could potentially impact scholarly journal publishing. The brief, which was authored by Prue Adler, Associate Executive Director, Federal Relations and Information Policy, ARL, and Karla Hahn, Director, Office of Scholarly Communications, ARL, is available at www.arl.org/bm~doc/aapprissuebrief.pdf.


    ARL Executive Director Duane E. Webster to Retire

    ARL Executive Director Duane E. Webster has announced that he will retire from his position no later than May 2008. Webster began his career at ARL in 1970 as director of a newly created office of university library management studies. He was appointed in 1988 as Interim Executive Director, and became Executive Director in 1989.

    ARL’s Board of Directors is appointing a search committee to be chaired by Brian E. C. Schottlaender, ARL Past President and the University Librarian at the University of California, San Diego. There will an open search for Webster’s replacement and a position description will be posted to ARL’s website following the February meeting of the Board. The Board’s goal is to conclude the search by the end of 2007 and make an appointment in early 2008.


    Now Available    

    Analysis of Proposed CONSER Standard Record in the Context of RDA Now Available

    An analysis of the proposed CONSER standard record in the context of RDA has been is available on the Joint Steering Committee (JSC) website. An analysis document is available at www.collectionscanada.ca/jsc/docs/5editor1.pdf.    


    Calls for Participation

    ARL Initiative to Recruit a Diverse Workforce Accepting Application for MLS Stipends

    ARL’s Initiative to Recruit a Diverse Workforce, which is funded by the Institute of Museum and Library Services and ARL member libraries, offers a stipend of up to $10,000 to attract students from underrepresented groups to careers in academic and research libraries. A professional librarian with a minimum of five years post-MLS experience will mentor successful candidates. Participants will attend an ARL Leadership Symposium held in conjunction with ALA Midwinter Meeting. An information packet that includes an overview of the program and application materials is available at www.arl.org/bm~doc/initapp2007.pdf. The deadline for applications for the 2007–2009 program is June 18, 2007.    

    Special Issue Call for Papers in Library Review "Voices of the New Library Professionals"

    Library Review celebrates its 80th anniversary in 2007. The celebration will feature publications from the journal’s archives on various aspects of librarianship through the years. The final issue of the anniversary year will provide a selection of papers from students of library and information science worldwide. Topics may focus on any aspect of modern librarianship. The journal is particularly interested in articles that discuss librarianship and views on its future from the future generation of professionals.

    Possible topics can include: Libraries, information and society; Developing information services; Hybrid and digital libraries; Information literacy and e-learning; Metadata and distributed searching; Library collaboration and resource sharing; Library history; Training and professional development; Academic and public libraries; Special libraries and collections; Information strategy and knowledge management; and National and international policy.

    The submission deadline is April 30, 2007. Notification of a successful submission will take place by June 15, 2007. Submissions should be between 2500–4000 words, and can be emailed directly to the editor, David McMenemy, david.mcmenemy@cis.strath.ac.uk. Please state that your submission is for the special issue. Find more information on the Emerald Group web site.    

    Feedback Wanted on White Paper Issued by the Digital Library Federation’s ERMI Phase 2

    The Digital Library Federation Electronic Resource Management Initiative (ERMI) Phase 2 Steering Group has been investigating interoperability between integrated library system acquisition modules and electronic resource management systems. The ERMI2 subcommittee charged with this work has released a draft white paper of their findings. The subcommittee consists of Norm Medeiros (Haverford College), Adam Chandler (Cornell University), Linda Miller (Library of Congress), and Angela Riggio (University of California Los Angeles).

    The Steering Group is very interested in your comments. The amount and type of feedback received will help gauge whether there is sufficient support and energy in our community to warrant further research in this area. Comments can be made directly to the authors (email addresses in the paper) and are due by March 15, 2007.


    ALCTS Newsletter Online


    ALCTS Newsletter Online (ISSN 1523-018X) is published six times a year by the American Library Association, 50 E. Huron St., Chicago, IL 60611. It is an official publication of the Association for Library Collections & Technical Services (ALCTS), a division of the American Library Association. It replaced the ALCTS Newsletter (ISSN 1047-949X) in December 1998. Subscription price: ALCTS Newsletter Online ( ANO) is published free of charge to anyone with Web access. Business manager: Charles Wilt, ALCTS Executive Director; Send manuscripts to the editor, Mary Beth Weber, ANO Editor , Technical & Automated Services, Rutgers University Libraries, 47 Davidson Rd., Piscataway, NJ 08854-5603; phone: (732) 445-0500; fax: (732) 445-5888; Assistant Editor: Nanette Donohue, Managing Editor:
    Christine Taylor, ALCTS President 2006-2007: Bruce Chr. Johnson. Issues appear on approximately the 15th of each even-numbered month. To be notified when a new issue has been posted, sign up online. To change your notification address, email Christine Taylor.

    Back issues (to volume 10) are available online in the ANO Archive. ALCTS Newsletter Online is indexed in H. W. Wilson’s Library Literature.

    Effective in volume 15, the ALCTS Newsletter Online accepts advertising. See Advertising in ANO.

    Contributors and authors are encouraged to read the ANO Editorial Policy, which includes the content submission schedule, purpose, and scope.

    Copyright © 2007 American Library Association.

    All materials in ANO subject to copyright by the American Library Association may be downloaded and printed for the noncommercial purpose of scientific or educational advancement granted by sections 107 and 108 of the Copyright Revision Act of 1976. For other reprinting, transmission, or translating, address requests to the ALA Office of Rights and Permissions.

    For more information on what committees and discussion groups are doing, ALCTS awards, publications, upcoming programs, and regional workshops, see the ALCTS Web site (www.ala.org/alcts).

       Editorial Policy

    (revised Dec. 2002, effective with volume 14, 2003)


    The primary purpose of the ALCTS Newsletter Online is to report the news and activities of ALCTS and its members, and to be the voice of the association.


    ALCTS Newsletter Online is issued in six numbers per annual volume. ( Note: The frequency was changed to quarterly by a board motion at the Annual Conference in New Orleans in 1999, and changed to six issues per year in 2003.)


    The primary focus is news and reports about the activities of the association, its groups and its members, such as:

    • Summary reports of ALCTS programs, preconferences and institutes
    • Preliminary information, announcements and schedules of upcoming continuing education events
    • Board, committee and discussion group reports and activities
    • Candidates for office in the association
    • Financial and other planning reports
    • Schedules of meetings
    • Announcements of new ALCTS publications
    • Winners of awards given by the association
    • Member updates: awards, honors, personal achievements, retirements, obituaries
    • Background information on venues for meetings and continuing education events

    A secondary focus is reporting activities of interest to the membership relating to practice and developments in the fields of library collections and technical services, such as:

    • Announcements of upcoming activities of other ALA and non-ALA groups
    • Summary reports of meetings and activities of these groups
    • Announcements of new standards and standards under development
    • New policies and guidelines, and their effect on ALCTS members and the profession
    • Legislative updates and international activities affecting the profession
    • Recent publications of interest to members
    • Brief articles on "best practices" in the field
    • State association activities and news

    Feel free to submit news releases. ANO does not accept articles about commercially sold products.


    The editor will coordinate with the ALCTS Board of Directors and the ALCTS Publications Committee regarding the general contents of each issue, as well as with the ALCTS office staff (Executive Director and others) regarding current ALCTS priorities. The editor will attempt to keep reports concise yet complete so that all members can follow the activities of ALCTS. The editor also will strive for complete coverage of the full scope of ALCTS activities and interests.

       Submission Deadlines

    Content is due no later than the first day of the month of publication. Issues are posted on approximately the 15th of the month.

       Information for Advertisers

    Advertising Deadlines

    Issue* Ad Space Reservation Ad Materials Due
    October September 25 October 1
    December November 25 December 1
    February January 25 February 1
    April March 25 April 1
    June May 25 June 1
    August July 25 August 1
    *Issues will be posted approximately two weeks after the space reservation deadlines.

    Advertising Rates

    Placement 1x 3x 6x
    Home page $500 $450 $400
    News or Events page or “In this Issue” article $400 $360 $320
    President, Editor, Publications, or Office page $300 $270 $240
    All other individual articles $200 $180 $160

    Banners are 468 pixels wide and 60 pixels high. All ads must be supplied in GIF format and are due to ALCTS Newsletter Online production staff on the materials deadline date listed above. Animated GIFs are allowed. All ads are subject to ALCTS Newsletter Online approval.

    To place a banner ad in the ALCTS Newsletter Online, contact:
    Christine Taylor, ALCTS Newsletter Online, 50 E Huron St., Chicago, IL 60611; 1-800-545-2433 ext. 5037; ctaylor@ala.org.