Letters from ALCTS

From the Editor

The ALA Annual Conference is a time for our members to come together to share, learn, and network. The post-Annual coordination of reports is both hectic and exciting for me. | MORE

From the President

We are at a critical point in our organizational development. The profession is changing and in order to be competitive and relevant in the future, ALCTS must change as well. | MORE

From the Office

As I mentioned in my last two articles, “Design” and “Structure,” we are the keepers of our own fate. How do we improve who we are and the way we interact with ourselves, new and potential members, ALA, and other organizations? | MORE



  • Karen M. Brown Letarte Appointed as Director, ALA Office for Diversity | GO
  • Foreign Book Dealers Directory Returns to the Web | GO
  • John Chapman Appointed as New ANO Assistant Editor | GO
  • Non-English Access Steering Committee | GO
  • Continuing Resources: Not Just for Catalogers Anymore | GO
  • William H. Walters Elected to Chartered Institute of Library and Information Professionals (CILIP) Fellowship | GO

From ALA

  • ALA Soliciting Feedback on Website Wireframes | GO
  • ALA President-Elect Jim Rettig Seeking Applications and Nominations for 2008–2009 ALA and Council Committees | GO

From the Profession

  • NEH, Division of Preservation and Access Soliciting Proposals for Participation in the National Digital Newspaper Program | GO
  • CPSO FAQ Available on Cataloging of NonRoman Script Materials at LC in a Post-RLIN World | GO
  • AAAS to Discontinue Relationship with JSTOR | GO
  • DSpace Foundation Launched | GO
  • DLF Aquifer Metadata Working Group Releases Guidelines Levels of Adoption | GO
  • International Publishers and Librarians Agree on Access to Orphan Works | GO
  • NASIG 2008 Program Planning Committee Call for Proposals | GO
  • NISO Issues Draft for Trial Use of SERU: A Shared Electronic Resource Understanding | GO
  • NISO Content and Collection Management Topic Committee | GO
  • Valdosta State MLIS Program Accredited | GO


Annual Conference Reports

Mary Beth Weber, Newsletter Editor

Letters from ALCTS

From the Editor

Mary Beth Weber, Editor

Post Annual Follow Up

The ALA Annual Conference is a time for our members to come together to share, learn, and network. The post-Annual coordination of reports is both hectic and exciting for me. I get an opportunity to read committee, interest and discussion group reports, as well as program reports. This issue of ANO also includes key actions from the ALCTS Board of Directors meetings, the president’s annual report, and section annual reports. Reports from the ALCTS National Conference that preceded Annual are also included in this issue of ANO.

I would like to draw your attention to some of the other highlights in this issue:

  • Pamela Bluh’s first column as ALCTS President
  • Genevieve Owens’ “My ALCTS Experience” column
  • Conference reports from the winners of the SAGE Support Staff Travel Grant
  • A report on the ALCTS Awards Ceremony, including photographs
  • A conference report from Rowena Griem on “MARC 21: Experiences, Challenges and Visions”
  • The Foreign Book Dealers Directory returns to the Web!

See the “News and Features” section for news from ALCTS, ALA, and the profession. Check “Looking Ahead” for meetings, conferences, and other professional events.

Contact the Editor

Letters from ALCTS

From the President

Pamela Bluh, ALCTS President


Several months ago, I was fortunate to attend a leadership seminar sponsored by the American Society of Association Executives (ASAE). It was an eye-opening experience. The organization and pace of the seminar were amazing. The content was thought-provoking and challenging. I was energized and wondered how I might relate what I learned to ALCTS.

An opportunity presented itself in June when the ALCTS Board engaged in a conversation about the responsibilities of leadership and discussed how changes, both organizational and cultural, would be needed to prepare us to tackle the ambitious goals we have identified. Reinforcing the authority and responsibility of the division committees re-establishes their accountability. Populating the planning database with action items enhances the association’s visibility and raises expectations. Simultaneously, resources both fiscal and human, are being allocated so those expectations can be met. If we fail to honor our commitments, our credibility is shattered, our resources will have been squandered, and our goals go unfulfilled.

We are at a critical point in our organizational development. The profession is changing and in order to be competitive and relevant in the future, ALCTS must change as well. We have just celebrated a significant milestone in the association’s history. Now it is time to position ALCTS to meet the challenges of the next fifty years! I believe that by working together we can “encourage integrity, innovation, creativity, risk taking, and entrepreneurship. We can eliminate bureaucracy, encourage responsiveness, and not tolerate mediocrity. We can passionately search out new and better ways of doing things. And we can learn from our mistakes along the way.”

Your comments are welcome and I look forward to hearing from you.

Reference Note

1. Dinah Adkins, “Incubating a Culture of Contribution,” Associations Now Volunteer Leadership Issue (January 2007): 4.

Contact the President

Charles Wilt, ALCTS Executive Director

From the Office

Charles Wilt, ALCTS Executive Director


In the past year, we “focused” on celebrating our 50th Anniversary. From all indications, it was a grand success and that focus elevated ALCTS’ profile substantially for the members, within ALA and outside. Now, what do we do? To stay “focused” that is, so the momentum we achieved this past year is not left to die out. Regaining momentum is always harder than maintaining it.

Although the 50th Anniversary was an easy event to focus on with all its publicity and gatherings and the conference and the programming and of course the cake, it really is one of many events that we can identify on which to focus our energies. These other ones might not be as splashy as the 50th Anniversary, but in the longer term, they might well be just as important.

The 50th Anniversary showed us that we have much to celebrate. We have accomplished much. We have influenced much. We are proud to be ALCTS. So now let us look at what we can focus on for the future as we continue to enhance our accomplishments and as our 50th slogan says, “Create our Future.”

We, first and foremost, have our brand new strategic plan. This new plan should be a main focus for all members over the next several years. It will drive where we go, how we get there and the outcomes that we will achieve. The plan is a living dynamic document and should be seen as worthwhile on which to focus our efforts. Within the plan, there is much to focus on, particularly those goals that demand that we continue to create and develop meaningful products and services for our members and the library community. In many cases, if ALCTS does not take the lead on creating CE, publications, and the like, those products will not be created.

As I mentioned in my last two articles, “Design” and “Structure,” we are the keepers of our own fate. How do we improve who we are and the way we interact with ourselves, new and potential members, ALA, and other organizations? We could focus on making improvements to ALCTS to create a future association that provides many avenues of opportunities for those members just now coming into ALCTS.

Succession planning is an interesting topic I have come across over the last few years. We have incorporated it somewhat in how we choose and appoint committee chairs and how the nominating committee selects candidates. Succession planning is not just replacing ourselves. It is creating opportunities for potential leaders to emerge and gain that valuable experience that is needed to become a leader in ALCTS. One more focus for us would be to consciously move in a direction that continually promotes leadership roles to upcoming generations of potential leaders. And begin to identify members who want to take on that responsibility and mentor them.

So as you can see, there is no lacking of “focus” opportunities. What we need to engage ourselves from now on, just as we “focused” ourselves this past year.

Contact the Executive Director

Looking Ahead

Looking Ahead

Calendar of Upcoming Events

Editor's Note: If you would like to submit a report on any of these conferences for publication in ANO, please contact the editor, Mary Beth Weber mbfecko@rci.rutgers.edu.



Karen M. Brown Letarte Appointed as Director, ALA Office for Diversity

Karen M. Brown Letarte has been appointed as the Director of ALA’s Office for Diversity. Her appointment is effective September 4, 2007. Wendy Prellwitz will serve as Interim Director until Ms. Letarte assumes her new responsibilities.

Ms. Letarte is an enrolled member of the White Earth Band of the Minnesota Chippewa Tribe. She comes to ALA from North Carolina State University Libraries where she has worked since 2001. Her most recent position at NCSU Libraries was as Interim Head of Metadata and Cataloging. Prior to that, she was the Assistant Head of Cataloging and Head of Database Development at NCSU. Ms. Letarte’s previous positions include appointments at Southwest Missouri State University, the University of Missouri-Columbia, School of Information Science and Learning Technologies, University of Kentucky Libraries, University of Wisconsin-Madison, and library support staff positions in technical services.

Ms. Letarte is completing a term as the 2006–2007 president of the American Indian Library Association. She has also been active with ALA and ALCTS. She has chaired the ALA Diversity Council (2002–2004) and the ALCTS Education Committee (2004–2007). In addition, Ms. Letarte has served on the Council Committee on Diversity; OLOS Advisory Committee Subcommittee on Library Services to American Indians; Council Committee on Education; ALCTS Committee on Education, Training and Recruitment for Cataloging; and the Steering Committee, Third Congress on Professional Education: Focus on Library Support Staff. In addition to national activities, she has been active with a number of local and regional organizations.

Ms. Letarte was the recipient of the 2004 ACRL Samuel Lazerow Fellowship for Research in Collections and Technical Services in Academic and Research Libraries (Looking at FRBR Through Users’ Eyes: Toward Improved Catalog Displays for Electronic Serials), and was a 1999 participant in the Association for Research Libraries Leadership and Career Development Program for minority librarians. She is a member of Beta Phi Mu.

Ms. Letarte earned a Master of Arts in Library and Information Studies from the University of Wisconsin-Madison in 1991, and earned a Bachelor of Arts in English and Elementary Education from Dartmouth College in 1985. She has completed graduate work in Latin American and Iberian Studies, and received an FLAS Title VI Fellowship to study Portuguese in the summer of 1993. She has authored many publications, has given numerous conference presentations, and has secured many grants for research and for continuing professional development.


Foreign Book Dealers Directory Returns to the Web

The ALCTS Acquisition Section’s Publications Committee is pleased to announce that the Foreign Book Dealers’ Directory is now available as a single, searchable Web publication. Most recently available as three distinct websites, the information has been combined into a single file, with access points by vendor name and country (or countries) whose materials each vendor can supply. To replicate the three previous regional versions, there are also lists by region that can be accessed by the “point and click” world map on the home page or by a pull-down menu. The original three regions, Eastern Europe-Soviet Union, Asia-Pacific, and Africa-Middle East, are now six regions: Eastern Europe, Central Eurasia, Asia, The Pacific, Africa, and Middle East.

This project began in 1990 and its first iteration was print publications. It migrated to three Web-based lists over time, and has been reconstituted in its new version over the past several years.

The information will be improved by being used, and users are encouraged to submit comments, along with corrections, additions and changes. The site contains a link for Feedback. Miriam Palm, former editor of the ALCTS Newsletter Online, will serve as editor for the coming year.

The home page of the new directory is at http://www.ala.org/foreignbooks. The committee looks forward to it being heavily used and continuously improved.

Thanks are due to Karl Debus-López, Thelma Diercks, Kay Granskog, David Marshall, and Scott Wicks, the most recent subcommittee members, as well as Christine Taylor, Charles Wilt and Kirsten Ahlen of the ALCTS Office and Amos Lieberman of ALA-IT, for making this long-awaited publication a reality.


John Chapman Appointed as New ANO Assistant Editor

John Chapman Appointed as New ANO Assistant Editor

John Chapman, Metadata Librarian, University of Minnesota (UM) Libraries, has been appointed for a one-year term as the new Assistant Editor for the ALCTS Newsletter Online. Nanette Donohue was the former Assistant Editor, and completed her two-year term at the conclusion of the 2007 ALA Annual Conference. Many thanks go to Ms. Donohue for her contributions to ANO.

As a member of the Technical Services Department at UM, Chapman works closely with staff from across the Libraries and the campus to improve access to collections. He is currently involved in digital reformatting of special collections and is helping to initiate UM’s new University Digital Conservancy.

Mr. Chapman was previously employed at the Minnesota Historical Society, where he held a variety of appointments, most recently as Researcher for Web Access Projects and Services. He has experience providing reference service in a corporate library, cataloged images for a design firm, and has processed archival manuscripts. In addition, Mr. Chapman has similarly diverse writing experience. He authored the narrative text for the Minnesota Historical Society’s award-winning website "Duluth Lynchings Online Resource,” technical documentation for a manufacturing company, and user manuals for network administration software. Mr. Chapman also has an article on metadata librarianship in press for Library Resources and Technical Services.

Within ALCTS, Mr. Chapman is a program planner for the Networked Resources and Metadata Interest Group (NRMIG) and has been a participant in the ALCTS Big Heads Automating Metadata Generation Working Group.

Mr. Chapman earned a Master's degree in Library and Information Science from Dominican University as part of a program offered through the College of St. Catherine in St. Paul, Minnesota; and a bachelor's degree in religious studies from Macalester College. He was awarded a Digital Library Federation Forum Fellowship for Librarians new to the profession in 2005. Other honors include being honored in 2003 with the Silver MUSE Award by the American Association of Museums as part of the Duluth Lynchings Online Resource Project Team in recognition of excellence in collections database/reference resources. Mr. Chapman was awarded the Kathi Kohli Scholarship Award from the Special Libraries Association in 2000. The scholarship recognizes a graduate student for excellence and promise in he field of Special Librarianship.


Non-English Access Steering Committee

ALCTS is please to announce the formation of the Non-English Access Steering Committee. Chaired by Magda el-Sherbini, the committee is responsible for providing guidance and direction to the parties responsible for implementing the recommendations of the Report of the Task-Force on Non-English Access.

ALCTS continues to support an e-mail list for discussion of issues related to non-English access. Subscription information is available at http://lists.ala.org/wws/info/nonenglishaccess.


Continuing Resources: Not Just for Catalogers Anymore

Daisy Waters, State University of New York at Buffalo and Marilyn Geller, Lesley University

At the ALA Annual Meeting in June 2007, the ALCTS Serials Section’s Policy and Planning Committee recommended to the Serials Section’s Executive Committee that the section’s name, mission and programming focus ought to be expanded to explicitly encompass electronic as well as print resources. The change was proposed to comply with Goal Area 1 of the ALCTS Strategic Plan 2006–2011 which encourages members to “identify trends and major issues” and “respond to changing conditions.” The recommendation was based on trends in the profession, the types of materials that libraries are purchasing, and the responsibilities that serialists have absorbed. It is increasingly evident that:

  • resources in the digital environment have different features and characteristics with implications for the commercial sector and library services alike;
  • responsibilities traditionally associated with serials, such as subscription management, have a natural kinship with electronic resource management;
  • a growing number of serials librarians are assuming responsibilities for electronic resources in addition to handling printed resources.
  • The concept of continuing resources relates to all members of the serials community; it is not just for catalogers.

The Policy and Planning Committee therefore proposed a new name for the Serials Section: the “Continuing Resources Section.” A new mission statement, available on the section's web page, covers all types of continuing resources, including print serials, electronic aggregations and integrating resources. The section’s programming focus has shifted in recent years to emphasize electronic resources, and it is the intent of the Section to encourage this trend, while ensuring that traditional serials issues are not overlooked. It is hoped that the new section name, mission and focus will encourage individuals who have not previously joined to become section members.

Remarks from the New Section Chair

This is an exciting time to be part of the Continuing Resources Section. Its new name and mission create a wonderful opportunity to take stock and skillfully map our future. The new focus also offers the leadership a chance to rededicate ourselves to carrying on the rich legacy of the Serials Section. Leaders need to spread the word that Continuing Resources Section is where it’s at and to meet the goals in the ALCTS Strategic Plan with outstanding programming, publications, and other value-added products for our members.

To achieve this, we call upon our dedicated membership to participate fully in the activities of the section and to focus on what needs to be done to achieve our mission. There are ten committees and two discussion groups in the Continuing Resources Section, not to mention the executive board. Members are urged to think about volunteering for a slot on a committee or toss your name into the hat for the next round of elections. Or you might write an article for Library Resources and Technical Services; plan a program; think of creative new ways to collaborate with other ALCTS sections, ALA divisions, and outside groups. In addition, although ALCTS has traditionally been academic-library centric, members are urged to reach out to librarians and support staff working not only in academic but also in public, school, and special libraries. Every type of library acquires continuing resources for its users!

A great way to find out what is happening in the continuing resources world is to attend one of the section’s executive board meetings at conference. Much can be learned from the board and committee and discussion group chairs. Board meetings are also a place to propose and discuss fresh ideas and activities.

The section leadership expects to create a winning atmosphere and encourages everyone to be part of a winning team! I challenge every member to go the extra mile for the section, to serve enthusiastically, and to be a part of implementing the section’s new vision.

A change in name and mission is all in a day’s work for most serialists because constant change has been a fact of our professional lives. Continuing resources are definitely not just for catalogers anymore–they are for everyone! I am honored to serve as chair of the Continuing Resources Section and look forward to the year ahead.

William H. Walters Elected CILIP Fellowship

William H. Walters, collection development librarian, Millersville University (Millersville, Pennyslvania), was elected to Fellowship in the Chartered Institute of Library and Information Professionals (CILIP) on June 13, 2007. Fellowship, CILIP's highest professional qualification, is awarded for achievement in professional practice, contributions to the profession, and commitment to continuing professional development. Walters has authored two books and more than twenty journal articles in librarianship and the social sciences. His recent work has focused on open access publishing, Google Scholar, and the sustainability of college library collections.



From ALA

ALA Soliciting Feedback on Website Wireframes

ALA is redesigning its website, and is soliciting feedback regarding preliminary screens, or wireframes. Input from individuals who had an opportunity to view the wireframes during the Annual Conference in Washington is also requested since a number of changes have been made to the wireframes based on feedback received during the conference.

Once you view the wireframes, there is a short survey to complete.

ALA President-Elect Jim Rettig Seeking Applications and Nominations for 2008-2009 ALA and Council Committees

ALA President-Elect Jim Rettig is seeking applications and nominations for appointments to 2008–2009 ALA and Council committees. There are slots on the following committees: Accreditation; American Libraries Advisory; Awards; Budget Analysis and Review; Chapter Relations; Conference; Constitution and Bylaws; Council Orientation; Diversity; Education; Election; Human Resource Development and Recruitment Advisory; Information Technology Policy Advisory; Intellectual Freedom; International Relations; Legislation; Literacy; Literacy and Outreach Services Advisory; Membership; Membership Meetings; Organization; Orientation, Training, and Leadership Development; Policy Monitoring (current Council members only); Professional Ethics; Public and Cultural Programs Advisory; Public Awareness; Publishing; Research and Statistics; Resolutions; Rural, Native and Tribal Libraries of All Kinds; Scholarships and Study Grants; Status of Women in Librarianship; Website Advisory; ALA-Children's Book Council (Joint); ALA-Association of American Publishers (Joint) and ALA-Society of American Archivists-American Association of Museums (Joint). Committee charges are available in the ALA Handbook of Organization.

Interested applicants should complete and submit the electronic 2008–2009 ALA Committee Volunteer Form at: . The deadline for applications and nominations is Monday, December 3, 2007.

Committee appointees will receive appointment letters after the 2008 ALA Midwinter Meeting in Philadelphia. Appointees will begin their committee service after the 2008 ALA Annual Conference in Anaheim, CA.

Direct questions to ALA President-Elect Jim Rettig or Lois Ann Gregory-Wood, Council Secretariat.



From the Profession

NEH Seeks Proposals for Participation in the National Digital Newspaper Program

The National Endowment for the Humanities (NEH) is soliciting proposals for participation in the National Digital Newspaper Program (NDNP). The NDNP will create a national, digital resource of historically significant newspapers from all the states and United States territories published between 1836 and 1922. The database will be permanently maintained at the Library of Congress (LC) and be freely accessible via the Internet.

Interested groups are asked to follow the Guidelines for the Request for Proposals. Information about the application process is available by contacting the National Digital Newspaper Program, Division of Preservation and Access, Room 411, National Endowment for the Humanities, 1100 Pennsylvania Ave. NW, Washington, DC 20506; (202) 606-8570; preservation@neh.gov.

CPSO FAQ Available on Cataloging of Nonroman Script Materials at LC

Library of Congress’ Cataloging Policy and Support Office (CPSO) has mounted a new FAQ titled “Cataloging of Nonroman Scripts at the Library of Congress in a Post-RLIN World.” The FAQ covers LC procedures and workflows now that the Library has moved its processing of non-roman materials from RLIN to its Voyager database.

AAAS to Discontinue Relationship with JSTOR

After a collaboration of nearly ten years, the American Association for the Advancement of Science (AAAS) will discontinue its relationship with JSTOR, effective December 31, 2007. The AAAS and JSTOR began working together in 1998 to include Science and Scientific Monthly in the JSTOR archive. JSTOR will continue to provide an accessible and useful archive of the preserved AAAS material in perpetuity for those institutions that have access to these titles through JSTOR. This ongoing access is part of all JSTOR publisher agreements. Find information on Participation Fees for U.S. Academic Institutions for Health & General Sciences Collections on the JSTOR web site.


DSpace Foundation Launched

Hewlett-Packard and MIT Libraries have announced the formation of the DSpace Foundation, a non-profit organization to provide support to organizations that use DSpace, an open source software solution for accessing, managing and preserving scholarly works in a digital archive.

Digital Library Federation Aquifer Metadata Working Group Releases Guidelines Levels of Adoption

The Digital Library Federation (DLF) Aquifer Metadata Working Group has released the DLF Aquifer MODS Guidelines Levels of Adoption. The document supplements the DLF/Aquifer Implementation Guidelines for Shareable MODS Records, which were released in November 2006. The new document describes five general categories of user functionality. It provides additional guidance to MODS implementers who are in the planning process by documenting the types of functionality provided when specific Guideline elements are used.

These documents and a forthcoming FAQ for implementation are intended to assist institutions preparing metadata for aggregation via the DLF Aquifer initiative. They may also useful when preparing metadata for other aggregations or for local MODS implementations.

Feedback on the Levels of Adoption may be provided to members of the Working Group.

International Publishers and Librarians Agree on Access to Orphan Works

A joint steering group of IFLA and the International Publishers' Association (IPA) has agreed on key principles of access to orphan works. “Orphan works” are those works in copyright whose owner cannot be identified and located by someone who wishes to make use of the work in a manner that requires the rights owner’s permission.


NISO Issues Draft for Trial Use of SERU: A Shared Electronic Resource Understanding

The National Information Standards Organization (NISO) has issued a draft for trial use of "SERU: A Shared Electronic Resource Understanding" (SERU version 0.9). The SERU trial period is from June 20, 2007 through December 20, 2007.

The SERU document aims to resolve the issue of customer-by-customer, bilaterally negotiated formal legal contracts, which increase sales costs for both libraries and publishers, and delay access for users at subscribing institutions. The document consists of a framework and set of statements that express frequently adopted expectations among academic and other nonprofit libraries and publishers.

SERU 0.9 includes guidelines for implementation. The SERU Working Group's website includes new FAQs to assist users of the statements. A registry of libraries, publishers, and other content providers who wish to announce their interest in using SERU for transactions during the six-month pilot is also available. Join the registry or view the list of current trial participants online.

Address comments on the draft document to co-chairs Karla Hahn or Judy Luther or to any other member of the Working Group.

NISO Content and Collection Management Topic Committee

As part of a strategic redesign of its standards-development process, the National Information Standards Organization (NISO) has inaugurated a Content and Collection Management Topic Committee to address issues regarding developing, describing, providing access to, and maintaining content items and collections. Specific areas of coverage include Dublin Core, library binding, storage area networks, and radio frequency identification (RFID) technology. Find additional information, including a committee roster, online.

Valdosta State MLIS Program Accredited

Valdosta State University’s Master of Library and Information Science Program was officially accredited by the Committee on Accreditation of the American Library Association on June 24, 2007. The VSU MLIS is the only ALA-accredited program of its kind in Georgia. Learn more from Valdosta State's press release.


Genevieve Owens, My ALCTS Experience ANO v18 n4


My ALCTS Experience

Genevieve Owens, Williamsburg Regional Library

My ALCTS experience began in the late eighties when I was Head of Collection Development at an academic library. I completed a volunteer form and was invited to serve on the Library Materials Price Index Committee. I offered to redevelop the United States Newspapers Price Index (it had been dormant for a few years) and eventually created an International Newspapers Price Index as well. I was barely twenty-five back then, and I was not entirely sure what I was getting myself into. Fortunately, I had, and continue to enjoy, a wonderful collaborator on both projects, Wilba Swearingen. Wilba’s serials background and passion for that work came shining through one afternoon when we were selecting titles for the U.S. index. I expressed frustration with all the title variations, the multiple publication frequencies, and the numerous delivery options. Wilba cheerfully yet emphatically replied, “Oh, Genevieve. Serials are fun. They’re just little puzzles to solve.” That attitude has served me well, in serials work and many other aspects of my professional life. (Thank you, dear “Miss W.”)

The late eighties were also the time when the Resources Section became the Collection Management and Development Section we know today. That same volunteer form generated my invitation to serve on the CMDS Policy and Planning Committee. I really enjoyed that committee’s focus on the trends, issues, and ideas shaping collections work; its big-picture approach was an excellent balance to my detail-oriented LMPI work. That first CMDS appointment led to several others within the section; I was elected to the Executive Committee as Member at Large in 2001.

About ten years ago, my family life brought me to Williamsburg, Virginia. I switched to public library work and remained active in ALCTS for an evolving series of reasons. At first, our Association was a means of remaining connected with the academic world. As I became more involved with Division-level committees (chairing Publications and Program), however, I realized what wonderful opportunities they provide for developing skills that apply in all our professional settings, regardless of the type of library. I especially value the leadership lessons I have received just by observing the many fine members of our ALCTS Board of Directors over the years. I am honored and delighted to consider several of those individuals my mentors and friends.

This fall will mark my twentieth year in our profession. As I reach that milestone, I am struck by the themes that have come full circle. After my recent work at the Division level, I have the pleasure of returning to CMDS as Chair-Elect. The transition is both a comfortable homecoming and an invigorating opportunity. At our Annual 2007 meeting, I also helped lead a Board discussion on reaching out to ALCTS members in public libraries. We talked about very specific strategies (like incorporating Dewey numbers into the examples we use in training materials), and we explored some broad concepts, too. Participants noted that while some ALCTS topics may not apply to public libraries (or, for that matter, to small or midsize academic libraries), the majority of them really do. Our challenge is to identify those commonalities and address them in inclusive ways. I am grateful for all the inclusion I have enjoyed as an ALCTS member, and I look forward to continuing that tradition.

ALCTS National Conference: 50th Anniversary Reports

Two Markets: Libraries in an Attention Economy

Gregory Wool, Iowa State University

The Opening General Session featured Richard Lanham, Professor Emeritus of English Rhetoric, University of California Los Angeles and author of numerous works including The Economics of Attention. His topic, “The Two Markets: Libraries in an Attention Economy” challenged the audience to face the implications both of a major shift in how documentation of all types is presented and delivered, and of a growing competition for attention between traditional library resources and new media that offer more “flash” and flexibility. Presenting the challenge to libraries in terms of market economics, Lanham contrasted the give-and-take economy of exchange with the “free market of ideas,” an idea being something one can give to others without actually giving away. The establishment of copyright in the eighteenth century, however, gave rise to the notion that ideas, too, could be traded and possessed on an exclusive basis.

While it may be debated whether ideas and knowledge can actually be “owned,” another intangible, a person’s attention, is surely something that can only be one place at a time. Lanham highlighted the processes of packaging and branding as tools for gaining attention. Saying that “information never comes without a package,” he maintained that “the wrapping matters as much as the content—don’t despise it” (a notion with special resonance for technical services librarians). He also noted the importance of brands as attention getters, and the lengths to which organizations and enterprises will go to protect their brands. This was illustrated by the case of the song “Barbie Girl” and Mattel Inc.’s claim of copyright infringement, based on the notion that the company somehow owned exclusive rights to public “discussion” of the Barbie doll. Lanham also used this case to show how the new interactive media are making art a participatory experience on a mass scale, citing such phenomena as Star Trek fan festivals, the television series "Lost" (which he called a “wiki soap opera”), and Second Life.

To Lanham, the Internet embodies the “free market of ideas” in which one can give something away and still keep it. At the same time, however, he sees the growth of interactive culture as diminishing the role of books, as the competition for attention is relentless. Even so, he thinks books will continue to have a place alongside interactive media in the emerging multi-dimensional thought culture.


Collecting Conversations in a Massive Scale World

Miriam Palm, Librarian Emerita, Stanford University Libraries

David Lankes, School of Information Studies, Syracuse University, began his lecture by describing “how much trouble we’re in” in our mission to collect and organize information, as the growth rate is phenomenal and will only increase. The terms now used to describe data include terabyte (the collection of the average academic library), petabyte (all United States academic libraries), and exabyte (every word ever spoken by man). We are dealing with an exponential, rather than linear, increase, and this is a predictable change. Lankes mentioned Moore’s law, that computing power doubles every eighteen months, and storage capacity is exceeding this.

He then moved on to outline some options to deal with this explosion:

  • Ignore it–but then data stewardship (storage and access) will be commercialized, and librarians will become only niche players;
  • Limit what we collect (selection versus intellectual freedom), despite unlimited storage; or
  • Catalog it all.

Lankes suggested is that we need to embrace it, because it is our ethical responsibility. The vast majority of new information is digital and dwarfs what is not, and most of it is not text. Even Google assumes information is text. We need to go beyond artifacts and items, and see richness beyond metadata. Rather than organize it, we need to focus on what users need. The concept is “participatory librarianship,” where we have conversations with our clients as learners. We have begun to integrate our services and information, but have farther to go.

Comparing Amazon.com to our catalogs, our records are an inventory rather than a finding aid. Examples of “conversation” are bibliographic instruction and interpreting citations; our skills are there but we need to expose and better publicize them. He then described Web 2.0 at Syracuse: users’ personal Web pages containing citations and annotations that can be shared with others. He also mentioned “thinking in threads” and connecting nodes via the shortest path.

Lankes concluded with several recommendations:

  • Libraries must be active participants in this networking, and must be at the core rather than the periphery;
  • Ignoring this concept is dangerous, as it abdicates decisions and their consequences to others.

Lankes challenged attendees to define our communities and establish norms. Our conversations may fork but each participant should be able to follow threads back to the part that interests them. Conversation means participation.


Genetically Engineering Our Future

Susan Davis, State University of New York at Buffalo

Dianne van der Reyden, Director, Preservation Directorate, Library of Congress, ably filled in for the ailing Susan Nutter. Ms. van der Reyden conveyed the new directions in preservation at LC during a whirlwind tour of the directorate whose mission is to assure long-term uninterrupted access either in the original or reformatted form. LC was established in 1800 and has approximately 90 million items in special collections. It was not until 1967 that preservation activities were centralized, and today the directorate has a staff of ninety.

Knowledge of materials science plays an important role in preservation. The original chemical composition of items plays a big role in authentication and restoration. LC has been using infra-red image analysis to undercover hidden lines or “pentimenti” and to reveal carbon-based inks that might be found on the underside of a cartouche, for example. Ultra-violet image analysis can distinguish different compositions of media such as pigments and binders and may uncover evidence of mold damage.

The Preservation Directorate is also responsible for assessing the longevity of the library’s collections. They need very specific information on the nature of current acquisitions to accurately project longevity. In addition to traditional materials, they are ramping up their efforts to deal with audiovisual materials and looking into what will be needed to preserve digital materials.

Ms. van der Reyden reported that approximately 12 percent of the library’s collection is in urgent need of attention, while 11 percent is considered in need. Meanwhile, they do not know the condition of about 50 percent of the materials in the library.

Ms. van der Reyden noted some other interesting activities in the Preservation Directorate. They have begun to use haptic technology to assess hand skills in staff and as a way to train staff in a simulation mode. Haptic devices allow the user to virtually feel and touch objects. The IRENE (Image, Reconstruct, Erase Noise, etc.) machine is a prototype developed in collaboration with the Lawrence Berkeley National Laboratory. IRENE is a system that can make a digital image of a vinyl or wax phonograph record as well as extract sound from an image of a fragile or damaged disc, "heal" scratches or digitally "reassemble" a broken phonograph record. (See http://irene.lbl.gov/ for more information.)

The Directorate’s website provides much more information about its activities; more than Ms. van der Reyden could present in the time allowed or this reporter could capture in her notes.


End Note: Social Libraries: The Librarian 2.0 Phenomenon

Susan Davis, State University of New York at Buffalo

Stephen Abram spoke as fast as the rate of change happening in the information world today. It was quite disconcerting to hear him explain that the world had just come through a period of slow change and that the pace is going to pick up rapidly. As he put it “shift is hitting the fan,” and there will be one hundred times more change in the next five years than in the past fifteen.

Abram listed some predictions of what the world will be dealing with in five years:

  • Google dominance
  • Global change (China, India)
  • United States debt increases to $1 trillion
  • Oil shock (gasoline topping $4.50/gallon)
  • Major technology shifts (Personal Digital Assistants, broadband
  • Millennials and learning
  • Stock market and equity capitalists

Abram provided some thoughts about technological developments such as:

  • e-paper
  • pens as laser keyboards
  • iPhones, Google phones
  • iReaders
  • credit card sized devices as web browsers
  • projectors the size of a sugar cube

Abram gave the audience ten critical pieces of advice:

  1. Go XML
  2. Understand Java Specification Requests 168, Portlets and RSS as ways to put the library where people have information needs
  3. Get on the Visual, Open URL and Federated Search Wagon because today’s users prefer a visual interface
  4. GPS (Global Positioning Systems) and Broadband are here to stay, so deal with it. SEO (Search Engine Optimization) Local can put library resources where the users are located. Libraries need to build in format agnosticity
  5. Be Library 2.0 Interactive and Relate with a goal to be a sustainable social network for life
  6. Get Social (or risk irrelevance). How many of these top ten most influential web tools is your library already using? YouTube, Second Life, MySpace, Facebook, Wikipedia, Ning, Twitter, Mozes, NowPublic, MyBlogLog
  7. Get Political
  8. Reorganize to be ready for the Millennial generation who operate very differently then previous generations
  9. Get Conversational; librarian 2.0 plays
  10. Increase Your HR Capacity to Adapt, and consider reimagineering the library

In spite of all these potentially scary changes, Abram did leave attendees with some positive thoughts. He believes that libraries’ core skill is not in delivering information; instead, it is improving the quality of the question and the user experience. Libraries are social institutions and what matters is our relationship with the user. Stephen Abram capped off a most stimulating, invigorating, and thought-provoking conference by demonstrating that the future is indeed interactive.


Closing Panel: Nancy Gwinn, Karen Calhoun, Peggy Johnson, Brian Schottlaender

Elizabeth Brice, Miami University of Ohio

A successful 50th Anniversary conference concluded with a panel moderated by Olivia Madison, Iowa State University, which provided personal perspectives on the conference message. Panelists were: Nancy Gwinn, Smithsonian Institution; Brian Schottlaender, University of California, San Diego; Peggy Johnson, University of Minnesota; and Karen Calhoun, OCLC.

Gwinn summarized the message of the conference as “Innovate, go social, become Librarian 2.0.” She used a tag cloud, projected on the auditorium screen, to illustrate some of the more prominent keywords of the conference, including: Google, participatory librarianship, and massive scale world.

Schottlaender quoted speaker Richard Lankes, who asked, “Who better than librarians to help us find our way?” as both a comfort and a challenge. He concluded from the breakout sessions that we need to position libraries to innovate by encouraging play, risk and “failing forward.” He also noted that the units of intellectual consumption are getting smaller and concluded this forecasts a “tsunami of information management.”

Johnson described David Lankes’ presentation as a “jeremiad,” an exhortation to see the light, repent and follow the new path. She reminded us that there is a massive flood of information coming, most of it digital, and we are not ready for it. She quoted Lankes: “This is an opportunity to actively position librarians at the forefront of the information field,” and added a fervent “Amen.”

Calhoun noted that the path the speakers encouraged us to follow is not an intuitive one and cautioned we may need to steer our course in very unconventional ways. She noted the emergence of both discomfort and realization among conference participants and counseled our inward facing profession to “integrate outward.” She underlined the sense of urgency Stephen Abrams raised and concluded by observing that librarians can indeed participate in our users’ social networks if we are willing to uncloak ourselves.

Following a brief question and answer session with the audience, Madison summarized this challenging, exciting, and inspiring conference in this way, “We are in the right place at the right time with the right skills... Be of good cheer.”


Memories from the Anniversary Dinner Cruise

Sheila and Mike Smyth
Sheila and Mike Smyth

Karen Horney, Helen Reed, Janet Swan Hill
Karen Horney, Helen Reed, Janet Swan Hill

(Front) Holly Johnson, ALCTS President-elect Pamela Bluh (Rear) Bruce Johnson, Skip Bluh
(front) Holly Johnson, ALCTS President-elect Pamela Bluh; (rear) Bruce Johnson, Skip Bluh

Arlene Taylor and husband A. Wayne Benson
Arlene Taylor and husband A. Wayne Benson

Will Wakeling, Peggy Johnson, and Knut Dorn
Will Wakeling, Peggy Johnson, and Knut Dorn

Christine Taylor, ALCTS Office
Christine Taylor, ALCTS Office


ALCTS Awards Honor Outstanding Contributions

Each year ALCTS and its sections present nine awards to honor individuals who have made highly significant contributions in the areas of technical services, collection development, and preservation. The 2007 ALCTS awards were presented on June 24, 2007 at a special ceremony during ALA Annual Conference in Washington, D.C.

In addition, ALCTS President Bruce Johnson chose to recognize the exceptional achievement of four people who have made very special contributions to ALCTS, with Presidential Citations.

Paul Banks & Carolyn Harris Award: Robert Strauss, Preservation Technologies; Walter Henry, award recipient; Nancy Kraft, Chair, Preservation and Reformatting Section; Yvonne Carignan, award jury; Bruce Johnson, ALCTS President
Paul Banks & Carolyn Harris Award: Robert Strauss, Preservation Technologies; Walter Henry, award recipient; Nancy Kraft, Chair, Preservation and Reformatting Section; Yvonne Carignan, award jury; Bruce Johnson, ALCTS President

Paul Banks and Carolyn Harris Preservation Award

Walter Henry, lead analyst in the Preservation Department at Stanford University Libraries and Academic Information Resources, is the winner of the 2007 Paul Banks and Carolyn Harris Preservation Award. The award, consisting of $1,500 and a citation, sponsored by Preservation Technologies, L. P., recognizes the contribution of a professional preservation specialist who has been active in the field of preservation and/or conservation for library and /or archival materials.

Henry is known internationally as the moderator of the Conservation DistList and the creator and administrator of Conservation OnLine (CoOL) tools for communication and dissemination of knowledge within the field. When Henry started the Conservation DistList in 1987, only one other library listserv existed. He created CoOL using WAIS and then Gopher servers before the Web became available in 1994. Henry has added resources to CoOL, and is at the ready during a crisis, for example, posting a clearinghouse of updates after the Katrina and Rita disasters. His innovative use of technologies to provide the infrastructure for information exchange and dissemination has shaped the field of conservation to the great benefit of American libraries.

Walter Henry also has reached national, regional, and state constituencies through his leadership in the American Institute for Conservation, the Research Libraries Group Digital Library Federation Task Force on Long-term Retention of Digital Materials, the California Preservation Task Force and the California Preservation Clearinghouse, among other organizations.

During his long career at Stanford University Library, Henry’s work spans conservation treatment and preservation of non-print collections to creation of a wide range of computer programs designed to assist with managing preservation projects and conservation labs. Currently, his work supports the Stanford Digital Repository and the Technical Assessment Group inventorying the library’s digital materials.

The Paul Banks and Carolyn Harris Preservation Award honors the memories of Paul Banks and Carolyn Harris, early leaders in library preservation, teachers, and mentors for many in the field of preservation.

Blackwell’s Scholarship Award:  Andrew Hutchings, Blackwell’s; Michele Cloonan, Dean, Simmons College, Graduate School of Library and Information Science; Anne Kenney (accepting award on the behalf of the late Ross Atkinson); Lisa German, award jury; Bruce Johnson, ALCTS President
Blackwell’s Scholarship Award: Andrew Hutchings, Blackwell’s; Michele Cloonan, Dean, Simmons College, Graduate School of Library and Information Science; Anne Kenney (accepting award on the behalf of the late Ross Atkinson); Lisa German, award jury; Bruce Johnson, ALCTS President

Blackwell's Scholarship Award

The Blackwell’s Scholarship Award for 2007 is awarded to the late Ross Atkinson for his article, “Six Key Challenges for the Future of Collection Development,” published in Library Resources & Technical Services (LRTS), volume 50, number 4, October 2007, pages 244–251.

The Blackwell’s Scholarship Award honors the author of the year’s outstanding monograph or article in the field of acquisitions, collection development, and related areas of resources development in libraries. Atkinson’s perceptive and well-written article lays out six challenges facing collection development for consideration by attendees at the Janus Conference, held in October 2005. Based upon wisdom and foresight, he advances the idea that these six challenges cannot be solved by libraries working independently but rather must be solved by working cooperatively.

Blackwell donates a $2,000 scholarship to the U.S. or Canadian library school of the winning author's choice. Carole Atkinson, on behalf of her late husband, has designated the scholarship be given to the Graduate School of Library and Information Science at Simmons College in Boston.

Best of LRTS Award: Peggy Johnson, LRTS Editor; Jim Stemper, award recipient; Susan Barribeau, award recipient; Michele Crump, award jury; Bruce Johnson, ALCTS President
Best of LRTS Award: Peggy Johnson, LRTS Editor; Jim Stemper, award recipient; Susan Barribeau, award recipient; Michele Crump, award jury; Bruce Johnson, ALCTS President

Best of LRTS Award

Jim Stemper, electronic resources librarian, University of Minnesota Libraries, and Susan Barribeau, electronic resources librarian for collection development, University of Wisconsin Libraries in Madison, have won the 2007 Best of LRTS Award for their article, "Perpetual Access to Electronic Journals: A Survey of One Academic Research Library’s Licenses," published in Library Resources & Technical Services (LRTS), volume 50, number 2, April 2006, pages 91–109.

The Best of LRTS Award is given to the author(s) of the best paper published each year in LRTS, the official journal of ALCTS. The authors receive $250 and a citation in recognition of their work.

Through a survey of one academic research library’s licenses, Stemper and Barribeau thoroughly examine the complicated issues involved in maintaining continued access to purchased electronic content. The authors explore current license agreement practices and highlight procedural concerns that will be influencing budgets and collections in academic libraries for the foreseeable future. This thoughtful analysis offers libraries practical recommendations to consider when making collection decisions about purchased electronic resources and perpetual access. The jury commends the authors for identifying and explaining the head-spinning particulars of dealing with electronic journals in a clear, understandable and logical fashion.

First Step Award/Wiley Professional Development Grant: Emily McElroy, Chair, Serials Section; Paula Webb, award recipient; Clint Chamberlain, award jury; Bruce Johnson, ALCTS President
First Step Award/Wiley Professional Development Grant: Emily McElroy, Chair, Serials Section; Paula Webb, award recipient; Clint Chamberlain, award jury; Bruce Johnson, ALCTS President

First Step Award/Wiley Professional Development Grant

Paula Webb, serials/interlibrary loan librarian at Delta State University in Cleveland, Mississippi, is the recipient of the 2007 First Step Award/Wiley Professional Development Grant presented by the ALCTS Serials Section.

Webb began her current position in 2003 and has since demonstrated her commitment to serials work and continued professional development through her scholarship– including an article in College and Research Libraries News and a forthcoming article in College and Undergraduate Libraries– as well as participation in state and national professional groups and membership in associations. Webb expressed a desire to broaden her horizons through participation in the ALA at the national level, where she can network with other colleagues who work with serials.

Webb graduated from Judson College with a Bachelor’s degree in English. She earned her Master’s in library science from the University of Alabama in 2002.

John Wiley & Sons sponsors this $1,500 grant which offers librarians new to the serials field an opportunity to broaden their perspective by attending an ALA Annual Conference and by encouraging professional growth through participation in ALCTS Serials Section activities.

Bowker/Ulrich's Serials Librarianship Award: Matt Dunie, ProQuest CSA; Julia Blixrud, award recipient; Emily McElroy, Chair, Serials Section; Mary Page, award jury; Bruce Johnson, ALCTS President
Bowker/Ulrich's Serials Librarianship Award: Matt Dunie, ProQuest CSA; Julia Blixrud, award recipient; Emily McElroy, Chair, Serials Section; Mary Page, award jury; Bruce Johnson, ALCTS President

Bowker/Ulrich's Serials Librarianship Award

Julia Blixrud, Association of Research Libraries, is the winner of the 2007 CSA/Ulrich’s Serials Librarianship Award. Blixrud’s contributions have influenced virtually every aspect of serials work from cataloging to publishing to access. This award for distinguished contributions to serials consists of a citation and $1,500 donated by CSA.

Early in her career, Blixrud was project manager for CONSER’s A&I Coverage Project, which enriched the emerging serials record database with essential abstracting and indexing information. At this time, serials were primarily in print format, and the CONSER A&I project created essential access points to the growing body of scholarly publications. In recent years, Blixrud has been a catalyst in scholarly publishing’s digital revolution, as a key developer and proponent of both SPARC and BioOne. From print to online, from punch cards to digitization, Julia Blixrud has been at the forefront of developments in serials work and scholarly communication.

With more than seventy publications and a record of presentations in virtually every state of the union and internationally, Blixrud’s contributions to the advancement of serials librarianship are unparalleled. She has labored tirelessly in her outreach efforts within the library and academic communities to broaden understanding of the complex economic and political issues in scholarly publishing. Only an exceptionally skilled individual could spearhead fundamental change in our system of scholarly publishing. On top of her outstanding credentials and deep knowledge of the issues, Blixrud enjoys an outstanding reputation among her peers.

Hugh C. Atkinson Memorial Award: Pamela Bluh, ALCTS President-elect; Rosann Bazirjian, ALCTS Past-President; James Neal, award recipient; Carlen Ruschoff, award jury; Bruce Johnson, ALCTS President
Hugh C. Atkinson Memorial Award: Pamela Bluh, ALCTS President-elect; Rosann Bazirjian, ALCTS Past-President; James Neal, award recipient; Carlen Ruschoff, award jury; Bruce Johnson, ALCTS President

Hugh C. Atkinson Memorial Award

James G. Neal, Vice President for Information Services and University Librarian, Columbia University, is the 2007 winner of the Hugh C. Atkinson Memorial Award. Neal received a cash award and a citation during the ALCTS Awards Ceremony.

Named in honor of one of the pioneers of library automation, the Atkinson Award recognizes an academic librarian who has made significant contributions in the area of library automation or management, and has made notable improvements in library services or research.

“Jim Neal unquestionably exemplifies the legacy of Hugh Atkinson!” said Carlen Ruschoff, Hugh C. Atkinson Memorial Award Committee Chair. “He is one of the most well-known and widely respected library leaders in the world today. He has become a recognized authority both nationally and internationally on copyright in relation to libraries and higher education. He has served as advisor to the U.S. Delegation at the WIPO Diplomatic conference. His leadership in shaping the national debate on intellectual property policy and his active role in government testimony has influenced the direction of public policy in this area.”

Neal has promoted models of publication that support open access to scholarly research and he has been a guiding force behind the Scholarly Publishing and Academic Resources Coalition (SPARC). As library administrator, he has developed creative approaches to scholarly publication, framed innovative partnerships between libraries and scholars, and promoted an expansive vision of the roles of libraries in the scholarly endeavor.

In 1978, Neal received his Certificate in Advanced Librarianship from Columbia University, where he also received his M.S. in Library Science in 1973 and his M.A. in History in 1971. He received his B.A. in Russian Studies from Rutgers University in 1968.

The Hugh C. Atkinson Award is jointly sponsored by four divisions of the American Library Association: ACRL, the Association for Library Collections and Technical Services (ALCTS), the Library Administration and Management Association (LAMA), and the Library and Information Technology Association (LITA). The award is funded from an endowment established to honor Hugh C. Atkinson.

Margaret Mann Citation: James Neal, Columbia University; Michele Cloonan, Dean, Simmons College, Graduate School of Library and Information Science; Karen Calhoun, OCLC; Robert Wolven, award recipient; David Miller, Chair, Cataloging and Classification Section; Matthew Beacom, award jury; Bruce Johnson, ALCTS President
Margaret Mann Citation: James Neal, Columbia University; Michele Cloonan, Dean, Simmons College, Graduate School of Library and Information Science; Karen Calhoun, OCLC; Robert Wolven, award recipient; David Miller, Chair, Cataloging and Classification Section; Matthew Beacom, award jury; Bruce Johnson, ALCTS President

Margaret Mann Citation

Robert Wolven, Director of Library Systems and Bibliographic Control, Columbia University, is the 2007 recipient of the Margaret Mann Citation presented by the Cataloging and Classification Section (CCS) of ALCTS. The Mann Citation, recognizing outstanding professional achievement in cataloging or classification, includes a $2,000 scholarship donated in the recipient’s honor by OCLC Inc. to the library school of the winner’s choice.

Wolven is recognized for his outstanding contributions to the practice of cataloging and metadata as a thinker grounded in practice, a leader inspired with generosity, and a doer motivated by an encompassing vision of what can be achieved. At Columbia University Libraries, he has risen through the ranks from a meticulous serials cataloger to a deeply respected and visionary leader of its technical services and information technology divisions. Wolven’s professional contributions have been marked by his uncanny ability to see the best possible solutions to problems, his remarkable intuition for the future, and his deep regard for library users, for library staff, and for libraries as leading cultural institutions.

Wolven holds a master’s degree in library science from the Columbia University School of Library Service. He has designated the Graduate School of Library and Information Science at Simmons College in Boston as the recipient of the scholarship.

Leadership in Library Acquisitions Award:  Knut Dorn, Harrassowitz; Nancy Gibbs, award recipient; Trisha Davis, Chair, Acquisitions Section; Michele Crump, award jury; Bruce Johnson, ALCTS President
Leadership in Library Acquisitions Award: Knut Dorn, Harrassowitz; Nancy Gibbs, award recipient; Trisha Davis, Chair, Acquisitions Section; Michele Crump, award jury; Bruce Johnson, ALCTS President

Leadership in Library Acquisitions Award

Nancy Gibbs, Head of Acquisitions, Duke University, is the winner of the 2007 Leadership in Library Acquisitions Award. The Leadership in Library Acquisitions Award, sponsored annually by Harrassowitz, is given to a librarian to recognize contributions and outstanding leadership in the field of acquisitions and includes a $1,500 gift.

Gibbs has a strong record of dedicated service to both the institutions in which she has worked and the associations with which she has been active. She is highly respected for her selfless work ethic and the leadership she has brought to the academic library profession. Many of us have known her as a mentor, adviser, counselor, and friend. Gibbs is effective without micromanaging, getting the groups to turn in new directions and involving all in decision-making.

Gibbs has held the position of head of the Acquisitions Department for the Duke University Libraries since 2001. She has presented numerous papers on electronic resources and publisher/vendor relationships at North Carolina Serials Conference, Charleston Conference, American Library Association (ALA) conferences and North American Serials Interest Group (NASIG) meetings. In a recent notable paper, she examined package contracts from publishers for electronic journals and analyzed the consequences of not buying the "big deal." When she was acting head of acquisitions at North Carolina State University, Gibbs was one of the first acquisitions librarians to report on incorporating electronic books into the academic library environment. Gibbs was elected as the chair of the Acquisitions Section of ALCTS, 2003-2004. Her long record of service on a variety of ALCTS and Serials Section committees from education to statistics, communication to constitution & by-laws show her willingness to serve and the resounding approbation of those working with her shows how well she has served. In recognition of the programs she spearheaded as a leader of the Acquisitions Section of ALCTS, ALA appointed Gibbs to its 2007 Annual Conference Planning Committee.

Esther J. Piercy Award: John Radencich, award jury; Robert Bothmann, award recipient; George R. Rego, Jr., YBP; Bruce Johnson, ALCTS President
Esther J. Piercy Award: John Radencich, award jury; Robert Bothmann, award recipient; George R. Rego, Jr., YBP; Bruce Johnson, ALCTS President

Esther J. Piercy Award

Robert L. Bothmann, Electronic Access/Catalog Librarian, Memorial Library, Minnesota State University, Mankato, is the winner of the 2007 Esther J. Piercy Award. Bothmann embodies the qualities of leadership and participation that the award was intended to recognize, encourage, and reward.

During his five-year career as a librarian, he has shown leadership in professional associations at the local, state, and national level. As webmaster, treasurer, and membership coordinator for the On-Line Audiovisual Catalogers, Inc. (OLAC), Bothmann has worked to impart a clearer understanding of media cataloging and its management to an international library audience.

He has contributed to the development, application and utilization of new or improved cataloging methods, techniques, and routines through his involvement with the Minnesota Opportunities for Technical Services Excellence program. He has been instrumental in devising its training procedures and has conducted many workshops for this regional program.

Bothmann has also made significant contributions to professional literature. He has published articles in numerous professional publications, including LRTS and Cataloging and Classification Quarterly. (He also serves as a column editor for the latter.) He has contributed a chapter for the book, Handbook of Research on Library Electronic Research Management. Currently he is working with others to produce a revised edition of Nancy Olson’s book, Cataloging of Audiovisual Materials and Other Special Materials.

In the few years Bothmann has been a professional librarian, his achievements have been significant in all venues of librarianship (service, teaching, research/publishing). Considering all his plans for further projects, it is clear he will continue to make meaningful contributions for years to come.

The Esther J. Piercy Award was established by ALCTS in 1968 in memory of Esther J. Piercy, the editor of Journal of Cataloging and Classification from 1950 to 1956 and of LRTS from 1957 to 1967. It is given to recognize the contributions to those areas of librarianship included in library collections and technical services by a librarian with no more than 10 years of professional experience who has shown outstanding promise for continuing contribution and leadership. The recipient receives a $1,500 grant donated by YBP, Inc. and a citation in recognition of his/her accomplishments.

Outstanding Collaboration Citation:  Lauren Corbett, award jury; Victoria Reich, award recipient; Bruce Johnson, ALCTS President
Outstanding Collaboration Citation: Lauren Corbett, award jury; Victoria Reich, award recipient; Bruce Johnson, ALCTS President

Outstanding Collaboration Citation

CLOCKSS, or Controlled LOCKSS, is the inaugural recipient of the ALCTS Outstanding Collaboration Citation. The citation was presented to Victoria Reich, Director of the LOCKSS Program, Stanford University Libraries. The mission of CLOCKSS, a non-profit partnership between publishers and libraries, is to develop "a distributed, validated, comprehensive archive that preserves and ensures continuing access to electronic scholarly content." CLOCKSS is based on the technology of the LOCKSS (Lots of Copies Keeps Stuff Safe) Program. CLOCKSS will act as an “insurance policy” to preserve long-term access to digital content, allowing libraries to continue their role as stewards of the scholarly record without limitations of changing business models or advances in technology. The shared development and governance by major research libraries and key society and commercial publishers is a remarkable collaborative achievement that creates a solution to the most significant challenge of the digital era.

The ALCTS Outstanding Collaboration Citation recognizes and encourages collaborative problem-solving efforts in the areas of acquisition, access, management, preservation or archiving of library materials. It recognizes a demonstrated benefit from actions, services, or products that improve and benefit providing and managing library collections. The citation may be presented to two or more individuals or groups who have participated jointly in an appropriate achievement. Accomplishments that expose problems may be as valuable as successes. The citation will be presented in a year when an achievement of merit has occurred. Recognized forms of collaboration must be between library personnel and other individuals or groups such as: publishers, vendors, cultural organizations, government agencies, philanthropic organizations, and the like. Results of a collaborative effort must demonstrate advancement in collection management or technical services working environments.

SAGE Library Support Staff Travel Grants: Front row, left to right (all Sage recipients): Monica Claassen-Wilson; Julia Merkel; Audrey Pryce; Nancy Slate; LaShawn Wilson; Siu Min Yu; Back row, left to right: SAGE representative; Sheenagh McCarthy, SAGE; Kate Bejune, award jury; Sarah Morris, award jury; Melinda Reagor, award jury; Manuel M. Urrizola, award jury; Rhonda Marker, award jury; Bruce Johnson, ALCTS President
SAGE Library Support Staff Travel Grants: Front row, left to right (all Sage recipients): Monica Claassen-Wilson; Julia Merkel; Audrey Pryce; Nancy Slate; LaShawn Wilson; Siu Min Yu
Back row, left to right: Tom Taylor, SAGE; Sheenagh McCarthy, SAGE; Kate Bejune, award jury; Sarah Morris, award jury; Melinda Reagor, award jury; Manuel M. Urrizola, award jury; Rhonda Marker, award jury; Bruce Johnson, ALCTS President

SAGE Support Staff Travel Grants

Six library support staff have been awarded a 2007 ALCTS/SAGE Library Support Staff Travel Grant. The grants provided airfare, three nights’ hotel and conference registration for the individuals to attend the 2007 American Library Association (ALA) Annual Conference to be held in Washington, D.C.

Those receiving the travel grant this year are:

  • Monica Claassen-Wilson, program assistant for Collection Development, Kansas University, Lawrence, Kansas
  • Julia Merkel, preservation specialist, James Madison University, Harrisonburg, Virginia
  • Audrey Pryce, children’s literature cataloger, Bank Street College of Education, New York, New York
  • Nancy Slate, assistant librarian, Mamie Doud Eisenhower Public Library, Bloomfield, Colorado
  • LaShawn Wilson, PART moderator, Cataloging Department, Auburn University, Alabama
  • Siu Min Yu, library associate II, Government Publications, Rice University, Houston, Texas

Now in its third year, travel grants were offered to support staff working in an area of technical services and collection, with at least three years of experience, who have never before attended an ALA annual conference. The 2007 award recipients demonstrated outstanding commitment to the profession, active participation in local and paraprofessional associations as well as the professional life of their respective institutions, and evidence of a clear desire to serve their library communities. Above all, each of these candidates demonstrated a genuine love of and deep commitment to libraries.

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Edward Swanson, award recipient; Bruce Johnson, ALCTS President
Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Edward Swanson, award recipient; Bruce Johnson, ALCTS President

Presidential Citations

Since 2002, the ALCTS President has had a unique opportunity to recognize ALCTS members who have distinguished themselves through their service and dedication to ALCTS. This very special award, the Presidential Citation, honors ALCTS' members who make significant contributions to the association and to the profession but whose accomplishments do not fall within the criteria for the awards we have just presented. The Presidential Citation is intended to recognize distinguished achievement by a member or members.

The citations were read by ALCTS President Bruce Johnson, and presented to the recipients by Past President Rosann Bazirjian and President-Elect Pamela Bluh.

Five Presidential Citations were awarded in 2007 to:

  • Edward Swanson, was recognized for his dedication and years of service to the library profession, the practice of cataloging, ALCTS, and to LRTS.
  • Beth Picknally Camden was recognized for her leadership of the Task Force on Non-English Access.
  • Jennifer Bowen was honored for her contributions as ALA Representative to the Joint Steering Committee for the Development of RDA (Resource for Description and Access).
  • Julie Reese was recognized for her work with ALCTS’ continuing education programs and events.
  • Christine Taylor was honored for her contributions to ALCTS publications, the ALCTS website, and her work on the ALCTS Newsletter Online.

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Beth Picknally Camden, award recipient; Bruce Johnson, ALCTS President
Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Beth Picknally Camden, award recipient; Bruce Johnson, ALCTS President

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Jennifer Bowen, award recipient; Bruce Johnson, ALCTS President
Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Jennifer Bowen, award recipient; Bruce Johnson, ALCTS President

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Christine Taylor, ALCTS, award recipient; Julie Reese, ALCTS, award recipient; Bruce Johnson, ALCTS President
Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Christine Taylor, ALCTS, award recipient; Julie Reese, ALCTS, award recipient; Bruce Johnson, ALCTS President

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Beacher Wiggins, award recipient; Bruce Johnson, ALCTS President
Special 50th Anniversary Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Beacher Wiggins, award recipient; Bruce Johnson, ALCTS President

Special 50th Anniversary Presidential Citations

Beacher Wiggins (Library of Congress), Glenn Patton (OCLC), and Peggy Johnson (University of Minnesota) were recognized for their dedication and years of service to ALCTS and the library profession as well as their leadership.

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Glenn Patton, award recipient; Bruce Johnson, ALCTS President
Special 50th Anniversary Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Glenn Patton, award recipient; Bruce Johnson, ALCTS President

Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Peggy Johnson, award recipient; Bruce Johnson, ALCTS President
Special 50th Anniversary Presidential Citation: Rosann Bazirjian, ALCTS Past-President; Pamela Bluh, ALCTS President-elect; Peggy Johnson, award recipient; Bruce Johnson, ALCTS President

Ross Atkinson Lifetime Achievement Award: Allen Powell, EBSCO; Brian E.C. Schottlaender, award recipient; Bonnie MacEwan, award jury; Bruce Johnson, ALCTS President
Ross Atkinson Lifetime Achievement Award: Allen Powell, EBSCO; Brian E.C. Schottlaender, award recipient; Bonnie MacEwan, award jury; Bruce Johnson, ALCTS President

Ross Atkinson Lifetime Achievement Award

Brian Schottlaender, University Librarian, University of California, San Diego Libraries, is the recipient of the 2007 Ross Atkinson Lifetime Achievement Award. This new award is sponsored by EBSCO Information Services and honors the recipient with $3,000 and a citation. The Ross Atkinson Lifetime Achievement Award honors the memory of Ross Atkinson, a 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.

Schottlaender’s contributions to the profession and to ALCTS consist of a wide variety of leadership roles including president of ALCTS and the Association of Research Libraries. He led both organizations through a strategic planning process that positioned them for a stronger future. He has contributed to the advancement of cataloging through his role in the formation of the Program for Cooperative Cataloging and, through his dedication and leadership; he has played a critical role in moving the cataloging code into the twenty-first century. His contributions have been recognized by the Margaret Mann Citation and the Best of Cataloging & Classification award.

As a writer and thinker, Schottlaender’s publications range from the management and administration of libraries, to library collections and cataloging theory. His professional interests are broad, far ranging and often provocative. His work on the future of the catalog, including his edited volume, “The Future of the Descriptive Cataloging Rules: Proceedings of the AACR 2000 Pre-conference,” is valued by the cataloging community. Cooperative collection development has been significantly shaped by his work, from “The Development of National Principles to Guide Librarians in Licensing Electronic Resources” in Library Acquisitions: Practice & Theory to notably “You Say You Want an Evolution� The Emerging UC Libraries Shared Collection Concept” in Library Collections, Acquisitions, and Technical Services. Schottlaender’s work combines the practical with ideas that challenge conventional thinking in a way that is transformative.

50th Anniversary Committee: Front row, left to right: Cynthia Clark; Mary Beth Weber; Kay Walter; Olivia Madison, Chair, 50th Anniversary Committee; Nancy Gibbs; Miriam Palm; Cynthia Hepfer.  Back row, left to right: Brian E.C. Schottlaender; Carlen Ruschoff; William Garrison; Jane Treadwell; Robert Nardini; Genevieve Owens
50th Anniversary Committee: Front row, l to r: Cynthia Clark; Mary Beth Weber; Kay Walter; Olivia Madison, Chair, 50th Anniversary Committee; Nancy Gibbs; Miriam Palm; Cynthia Hepfer. Back row, l to r: Brian E.C. Schottlaender; Carlen Ruschoff; William Garrison; Jane Treadwell; Robert Nardini; Genevieve Owens

Conference Report: MARC 21: Experiences, Challenges and Visions

Rowena Griem, Yale University

The “MARC 21 – Experiences, Challenges and Visions” workshop was organized by the Deutsche Nationalbibliothek (German National Library) and supported by the Deutsche Forschungsgemeinschaft (German Resource Foundation) or DFG, and the Andrew W. Mellon Foundation. There were over seventy participants representing Austria, Croatia, the Czech Republic, Germany, Latvia, the Netherlands, Norway, Poland, Russia, Slovenia, Spain, Sweden, Switzerland, the United Kingdom, and the United States.

There were three speakers from the United States: Julianne Beall and Sally McCallum from the Library of Congress (LC), and Glenn Patton from OCLC. Their presentations covered the history of Machine Readable Cataloging (MARC), the Machine Readable Bibliographic Information Committee (MARBI), and treatment of authority and classification data in MARC 21. Trond Aalberg from the Norges Teknisk-Naturvitenskapelige Universitet (Norwegian University of Science and Technology) spoke about MARC 21, the current version of MARC, and the Functional Requirements for Bibliographic Records (FRBR). All of the presentations are available on the workshop website.

This report is limited to the European speakers who described their experiences converting to MARC 21. The most common reason for adopting MARC 21 was to facilitate the sharing of records internationally, but the change was often accompanied by a sense of loss that a national tradition/practice was being abandoned, as well as some loss of features allowed by earlier locally designed formats. Despite these potential drawbacks, no one regretted adopting MARC 21. A significant contributor to this satisfaction is no doubt that MARBI has been willing to consider requests for adjustments to the format.

Paintin’ the Fence, the Long Way From MAB to MARC 21:
Experiences from Germany and Austria

Reinhold Heuvelmann, Deutsche Nationalbibliothek

Individual libraries and regional library systems have long used a variety of local systems in Germany. Maschinelles Austauschformat fuer Bibliotheken (MAB) was developed in 1973 and revised in 1994. From 1998–2004, the process of internationalization began with the introduction of Unicode, Dublin Core, FRBR, XML and the translation of MAB into English. The internationalization of library standards, i.e. the cataloging rules and formats, began in 2001 and is expected to continue until 2012. However, it should be noted that German libraries plan to retain existing data and functionality. For example, they will use MARC 21 but retain their current treatment of multipart monographs (MPMs), rather than adopting the AACR2 guidelines.

Before deciding to adopt MARC 21, an extensive feasibility study was conducted. This assessment was followed by lively discussions within the German library community. Ultimately, the proposal to convert to MARC 21 as the prescribed exchange format was successful; the changeover began in 2004 and should be completed by 2012.

The average cataloger will not be expected to learn MARC 21, and it is not taught in German library schools. So far, very few libraries use systems that are MARC-based, although the number is increasing. Understanding MARC 21 is relegated to the information technology professionals responsible for converting data to and from MARC 21. Records are created in one format and transferred into another. While this may seem awkward to us, German librarians have long been accustomed to having their data converted from MAB to local/internal and regional formats, and vice versa, so it does not seem unwieldy to them and is not overly problematic once the correct mapping has been worked out.

Heuvelmann pointed out the advantages of adopting MARC 21: the expansion of the community of cataloging expertise, the benefits of importing international data, the increased visibility of Austrian and German data, a better choice of systems, and the opportunity to participate in future MARC developments. To that end, representatives of German and Austrian libraries have presented a wish list to MARBI, requesting several adjustments and additions to current MARC 21 capabilities.

The disadvantages to adopting MARC 21 were that the documentation needs to be translated into German, an international framework makes it more difficult for experts to meet and discuss issues, the loss of functionality and ability to satisfy local needs, the inevitability of loose ends left by converting data, and the melancholy associated with change. Conversely, Heuvelmann pointed out that Germany has undergone other significant conversions recently in monetary systems, orthography, zip codes, etc. He noted that cooperation and trust are worth the struggle and converting to an international system is a way of bringing together the entire globe.

Changing the Record: The Transition from UKMARC to MARC 21

Alan Danskin, British Library (BL)

The inspiration to convert to MARC 21 came from rising costs and quantities of materials coupled with flat or reduced budgets. Danskin claimed that the United States is the largest source of copy cataloging and that the overlap in U.S. and U.K. publishing makes shared cataloging advantageous. The negatives were that the supposed cost benefits were not demonstrated and the U.S. version of MARC seemed “retrograde” to British eyes, since adopting it meant losing features allowed by UKMARC. However, this predicament may be temporary, since the British Library has proposed changes to MARBI for implementation into MARC 21.

A survey of UKMARC users to decide on the future of that system was undertaken in June 2000. This study showed that 57 percent of the respondents wanted to switch to MARC 21, despite the fact that 65 percent of the respondents were using UKMARC at the time.

The BL undertook the transition to MARC 21, including offering workshops countrywide. They continue to support UKMARC for a limited time to accommodate the needs of libraries that would be slower to make the change. British librarians made a conscious decision to convert all at once, which Danskin describes as “the big bang movement,” rather than undergo a slow transition or wait until XML or another system is adopted. British academic libraries have already switched to MARC 21. Public and small libraries were not really affected by the conversion, since their cataloging work is outsourced.

There have been some problems. The British National Bibliography is still compiled in UKMARC, and all new data must be converted from MARC 21 to UKMARC. Records created in MARC 21 have a different structure from those that were converted en masse from UKMARC. There are also some problems with punctuation. On the other hand, the BL successfully proposed that some elements of UKMARC be introduced into MARC 21, so some of the original disadvantages of adopting MARC 21 have begun to be addressed.

Migration to MARC 21: Swedish Experiences

Anders Cato, Kungl. Biblioteket (National Library of Sweden)

In the past, research and public libraries in Sweden used two different library formats, LIBRIS MARC and BTJ MARC, both based on UKMARC. In 1998, SWEMARC was developed. It was compatible with USMARC while addressing local needs, but communication with other library systems was complex, requiring the data to be converted from one format to the other. In December 1998, Dynix/Horizon was asked to develop a new national cataloging system for use with SWEMARC. The results were unsatisfactory, so the contract was canceled in September 2000, and the SWEMARC format was abandoned.

A week later, the Swedish National Library and research libraries decided to adopt MARC 21 and signed a contract with Endeavor/Voyager. The national library’s database was converted in 2001, and research libraries began using MARC 21 the following year. Public libraries have retained the local format, complicating the exchange of data nationally. Furthermore, even libraries that adopted MARC 21 for cataloging purposes continue to use their own subsystems for non-cataloging tasks, such as interlibrary loan. MARC 21 is not currently taught in Swedish library schools, but there is a continuing education program offered by the national library.

Swedish librarians were bothered that MARC 21 seemed old fashioned and required data to be entered more than once. This was not to be a significant problem due to the cut/paste function, but they still found it difficult to understand why coded information from the fixed fields also had to be written out. In addition, the necessity of entering ISBD punctuation manually seemed outdated.

Swedish libraries have been using a Swedish version of AACR2 since 1983, and research libraries plan to eventually abandon local practices wherever possible. AACR2’s treatment of MPMs is particularly problematic, since there are currently five different MPM models in use in Sweden. The necessity of proposing changes through MARBI makes change slow moving and formalized. However, with other MARC 21-using European countries as allies, there is hope that their concerns will be heard in the future.

The benefits of international record exchange, ease of use, existence of documentation (albeit in English), and support of the Library of Congress outweigh these disadvantages. According to Cato, since switching to MARC 21, Swedish catalogers who work on foreign materials have increased the amount of materials they catalog.

The Croatian Experience

Mirna Willer, Nacionalna i Sveuèilišna Knji�nica, Hrvatska (National and University Library, Croatia)

Croatian libraries have used UNIMARC for bibliographic data since 1980 and authorities since 1991. They adopted MARC 21 between 2005-2006 and began production in MARC 21 in October 2006. MARC 21 was adopted to meet international standards, despite a feeling that it was also important to maintain national traditions. Croatian libraries follow their own cataloging rules, developed by Eva Verona, as much as possible, unless MARC 21 commands differently. Croatian librarians noticed some loss of coded data, for example for records describing rare books, but new resources appear to be well accommodated. Although librarians were affected by the adoption of MARC 21, Willer doubts that users were even aware of the change.


The main reason for adopting MARC 21 was to foster global cooperation and to exchange data more readily. The previous national codes worked sufficiently well, but they were developed to satisfy local needs. Although these local practices were often a source of national pride, and there was some nostalgia at the thought of abandoning their old systems, the national systems also left the countries feeling somewhat isolated. After much discussion, each of the countries ultimately decided that adopting MARC 21 was the best solution. Despite some problems, most of the migrations went more smoothly than expected. As Cato concluded, MARC 21 may not be perfect, but it is the international standard and, with input from new users, it is getting better. And the speakers are gratified that MARBI seriously considers their suggestions and concerns. In the end, all of the speakers agreed that the adopting MARC 21 was the right decision.


Annual Conference Reports

ALCTS Annual Report 2006-2007

Bruce Chr. Johnson, ALCTS President

The Association for Library Collections & Technical Services (ALCTS) celebrated its first fifty years during 2006-2007. This celebration took the form of looking back, assessing where we are today as an association and as a profession, and considering where we would like to see our profession in the years to come. This year was punctuated by great tumult in the collections and technical services fields, and ALCTS focused much of its energies on directive change and professional advocacy. In doing so, the most tangible achievements came in the areas of education, dialog and collaboration, publication, standards creation, and organizational renewal.

50th Anniversary Events

ALCTS celebrated the fiftieth anniversary of both our association as well as our flagship scholarly publication, Library Resources & Technical Services (LRTS). The anniversary theme has been “Commemorating the Past, Celebrating the Present, Creating the Future.” An exciting array of events was planned by the ALCTS 50th Anniversary Celebration Committee, ably led by 2002-2003 ALCTS President Olivia M. A. Madison. The following is a synopsis of a few of the anniversary events.

Definitely Digital: Midwinter Symposium

Definitely Digital: An Exploration of the Future of Knowledge on the Occasion of the 50th Anniversary of the Association for Library Collections & Technical Services This symposium, held January 19, 2007, Seattle, Washington in conjunction with the Midwinter Meeting of the American Library Association, examined significant changes in scholarly communication, library services, collections and staffing created by the digital environment. The symposium speakers discussed scholarship in the digital age, new communication models, the future of cooperative technical services and enabling technologies, and the training and education of staff working with digital collections. Statements, intentionally controversial, and intended to evoke discussion from the panelists and stimulate audience participation are the subject of Digiblog, ALCTS’ first Web log.

The speakers and topics at the symposium were:

  • James Hilton (University of Virginia): Keynote speaker. “Scholarship in the Digital Age: Opportunities and Challenges”
  • Lorcan Dempsey (OCLC): “Moving to the Network Level: Networks Change Structures”
  • Meg Bellinger (Yale University): “Library Collections and Technical Services in the Digital Age: Perspectives and Predictions for the Profession at the Half-Century Mark”
  • Greg Tananbaum (author and consultant): “Scholarly Communication 2.Oh: New Models of Publishing and Library Services”
  • Brian Schottlaender (University of California-San Diego), Tom Clareson (PALINET), David Nuzzo (SUNY-Buffalo Library), Oliver Pesch (EBSCO Information Services), and Robert Wolven (Columbia University Libraries)

Interactive Futures: The ALCTS Conference

Interactive Futures: A National Conference on the Transformation of Library Collections and Technical Services (ALCTS National Conference, June 20-21, 2007, Washington, D.C.)

This day and a half conference engaged attendees in a thought-provoking, open, and participatory exchange on the transformation of our work and the profession. Presenters and attendees collaborated to explore the challenges we face and to develop a vision of the future roles of collections and technical services librarians. Participants were enriched and energized by this experience, leaving with an active agenda for the future. After the three plenary session speakers, attendees had an opportunity to discuss how the issues and insights the speakers offered will affect the future of technical services. These sessions, led by an outstanding group of facilitators, provided a forum to explore the challenges we face and to develop a vision of the future roles of collections and technical services librarians. The plenary session speakers and topics were:

  • Richard Lanham: “The Two Markets: Libraries in an Attention Economy”
  • David Lankes: “Collecting Conversations in a Massive Scale World”
  • Susan Nutter: “Genetically Engineering Our Future”
  • Stephen Abram: “Social Libraries: The Librarian 2.0 Phenomenon”

Findability with Peter Morville: ALCTS President’s Program

Findability: Librarians, Libraries and the Internet of Things with Peter Morville (ALCTS President’s Program, June 25, 2007, Washington, D.C.)

Peter Morville, the speaker at this program, is author of Ambient Findability and President and Founder of Semantic Studios, a leading information architecture, user experience, and findability consultancy. He is widely recognized as a father of the information architecture field, and he serves as a passionate advocate for the critical role that findability plays in defining the user experience.


Many of the issues that ALCTS explored this year did not lend themselves to longer-range program planning. The association is now using the “forum” construct to allow for open discussion of topical (“hot”) issues with very short planning timelines. The following is a listing of forums from the 2007 Midwinter Meeting in Seattle. Details for forums at the 2007 Annual Conference in Washington D.C. were not finalized at the time that this report was being written.

  • “Collection Management and Development Section Forum on Collecting E-Resources Use Data: Outsource or In-house?” provided a comparison of the ScholarlyStats product versus homegrown e-resources use databases. Collection managers shared their personal experiences on gathering assessment data in their libraries.
  • “Disaster Recovery Forum” provided a continuing discussion on the topic of disaster preparedness.
  • “Forum on Library Education” was jointly sponsored with the Association for Library and Information Science Education (ALISE). The forum covered core issues confronting library education, the knowledge base of the field, how education is delivered, the need for educational innovation, and the role of ALA accreditation. “Forum on Non-English Access” was co-sponsored by the ALCTS Task Force on Non-English Access and the Catalog Form and Function Interest Group. It provided an opportunity to hear about the Non-English Access report, to address questions to task force members, and to comment on the recommendations regarding the report. “Forum on the Future of Cataloging” continued ALCTS’ role as facilitator in the discussion prompted last spring by actions taken by the Library of Congress. The forum focused on the document “ALCTS and the Future of Bibliographic Control: Challenges, Actions and Values.” The document included a focus on seven “frames”: statements of basic values or viewpoints for considering changes in the policy and practice of cataloging and the nature of the catalog. “Publisher Vendor Relations Open Forum: Libraries and University Presses Working Together?” addressed how libraries collaborate with university presses, how roles are changing, and what new publishing opportunities are for libraries.
  • Resource Description and Access (RDA) Update Forum” discussed changes to the cataloging rules in conjunction with the Joint Steering Committee for the Revision of AACR. ”Ripped from the Headlines” offered two speakers, who 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.”

Continuing Education Events

As a part of the ALCTS strategic planning efforts, the Association surveyed our membership to determine what members expect from their ALCTS experience. Continuing education (CE) was seen by ALCTS members as being a key service. ALCTS CE falls broadly into two categories: workshops intended to introduce practitioners to basic and intermediate skills, and workshops and events focused on emerging trends in the profession. Nineteen workshops, institutes, pre-conferences, and Web-based courses were successfully offered a total of total times during 2006-2007. Participant feedback was consistently very positive. The CE events were:

  • ALCTS National Conference (Washington, D.C., June 20–21, 2007)
  • Basic Collection Development and Management Workshop (Philadelphia, March 22-23, 2007)
  • Basic Creation of Name and Title Authorities Workshop (Chicago, April 30–May 1, 2007)
  • Basic Subject Cataloging Using LCSH Workshop (Washington, D.C., April 4-6, 2007)
  • Comprehensive Series Training (Washington, D.C., June 21, 2007)
  • Definitely Digital – Midwinter Meeting Symposium (Seattle, January 19, 2007)
  • Digital Project Management Basics Workshop (Chicago, December 8, 2006)
  • Fundamentals of Acquisitions, a Web-based course (July 10–August 4, 2006, August 28–September 22, 2006, October 16–November 10, 2006, February 12–March 9, 2007, May 21–June 15, 2007)
  • Fundamentals of Library of Congress Classification Workshop (Washington, D.C., June 21, 2007)
  • Map and Geography Round Table (MAGERT) Rare, Antiquarian, or Just Plain Old: Cataloging Pre-Twentieth Century Cartographic Resources Pre-conference (Washington, D.C., June 21, 2007)
  • Managing Multi-generational Workplace: Practical Techniques Pre-conference (Washington, D.C., June 22, 2007)
  • Metadata and Digital Library Development Workshop (Washington DC, July 17-18, 2006; Chicago, December 11-12, 2006; Seattle, January 17-18, 2007)
  • Metadata Standards and Applications Workshop (Chicago, July 24-25, 2006; Syracuse, N.Y., April 19–20, 2007)
  • Principles of Controlled Vocabularies and Thesaurus Design Workshop (Washington, D.C., April 12-13, 2007)
  • Rules and Tools for Cataloging Internet Resources Workshop (Chicago, April 16 – 17, 2007)
  • A Supervisor’s Academy: Essentials of Supervision for the Professional Librarian (Richmond, VA, June 7–8, 2007)
  • Technical Services Management: Generational and Workflow Issues Pre-conference (Washington, D.C., June 22, 2007)
  • What They Don’t Teach in Library School: Competencies, Education, and Employer Expectations for a Career in Cataloging Pre-conference (Washington, D.C., June 22, 2007)
  • Workflow Analysis, Redesign, and Implementation: Integrating the Complexities of Electronic Resources in the Digital Age Pre-conference (Washington, D.C., June 22, 2007)

Additional workshops are currently being developed by various ALCTS groups, in some cases in collaboration with outside groups like the Program for Cooperative Cataloging and the Cataloger’s Learning Workshop. Although several of this year’s workshops were delivered in a distance learning mode, there is considerable interest and volunteer investment in broadening additional opportunities to make them available to many more for whom face-to-face workshops is less than optimal. These efforts are being pursued concurrently with an exploration of a more curricular approach to continuing education.


The ALCTS publishing program is flourishing. A new volume on business resources appeared in the Sudden Selector Series and several new titles in the ALCTS Papers Series were issued. In addition to the new print publications, a number of new online resources became available.

New Titles and Series

Commemorating our Past, Celebrating our Present, Creating our Future: Papers in Observance of the 50th Anniversary of the Association for Library Collections & Technical Services

Managing Electronic Resources: Contemporary Problems and Emerging Issues

Perspectives on Serials in the Hybrid Environment The Preservation Manager’s Guide to Cost Analysis

Salsa de Tópicos/Subjects in SALSA: Spanish and Latin American Subject Access

Sudden Selector’s Guide to Business Resources (Sudden Selectors Series/Collection Management and Development Section)


Bound Right: A Librarians Guide to Managing Commercial Binding Activities

Copy Cataloging Done Smarter: Using PCC Records in Non-PCC Libraries

Guide to the ANSI/NISO/LBI Standard for Library Binding

Web Publications

Guidelines for Cataloging Record Sets: Reproductions (Microform and Electronic) and Original Sets

ALCTS Newsletter Online (ANO)

ANO Editor, Mary Beth Weber, has done an outstanding job this year in enhancing both the content and format of our online newsletter. Initiatives included:

  • The format was expanded to enable readers to read or print an entire issue in one continuous display. Formerly, access was provided through the various sections of the newsletter.
  • Starting with the June 2007 issue, author guidelines were to be included with the masthead and editorial policy. This information is targeted toward individuals who are considering submitting an article to ANO and need guidelines regarding deadlines, word length, formats for submission, and submission procedures.
  • Starting with the June 2007 issue, a listing of all submission deadlines for the year will be included in each issue of ANO. This includes regular features such as Sage Support Staff Travel Grant reports, International Federation of Library Associations and Organizations (IFLA) reports, conference announcements, and post conference reports.
  • The “Looking Ahead” feature (a calendar of upcoming conferences and events) now includes a note that reports from that events listed in the calendar are welcome, as are additions to the calendar.


Budget and Finance Committee

During the 2004-2005 year, ALCTS raised its personal and institutional membership dues by $10 per year. This increase was intended to fully fund the association’s ongoing operation, and there was a fear that this increase might negatively affect membership renewals. We have had two years to assess this change’s impact, and membership levels have held steady while ALCTS has essentially achieved a balanced budget for the first time in several years.

Organization and Bylaws Committee

The Organization and Bylaws Committee this past year proposed the removal of section names and objectives from the ALCTS Bylaws, a change that was subsequently ratified by an ALCTS membership vote. This is a significant move because it now places in the hands of section leaders the ability more easily and efficiently to revise and update their names and mission statements to reflect current goals, emphases, and values. In a time when rapidly changing technologies play such a pivotal role in shaping the environment in which we work our organization and all its parts must be empowered to move forward at a similar pace in defining ourselves and our purpose.

Advocacy and Changes to Bibliographic Control

The Library of Congress’s (LC) spring 2006 series authorities announcement triggered a cascade of discussion about what role LC should play in the cataloging world, as well as what role ALCTS and ALA should play in helping to shape the future of cataloging. It was clear in analyzing the events of 2006 that ALCTS was unprepared for the dynamics of cataloging change.

In response to this reality, the ALCTS Board commissioned the Cataloging and Classification Section (CCS) Executive Committee (EC) to analyze change in the profession, particularly with an eye towards what the association should be doing about it. The resulting studies, “ALCTS and the Future of Bibliographic Control: Challenges, Actions, and Values” and “Overview of the Next Steps Documents Developed by the Association for Library Collections and Technical Services (ALCTS) Sections (Acquisitions, Cataloging and Classification, Collection Management and Development, Preservation and Reformatting, and Serials) and the ALCTS Council of Regional Groups,” came to be known generically as the “Next Steps” documents.

[1] They served as catalysts for an association-wide discussion of professional advocacy and what steps ALCTS must take to exert a more proactive leadership role in driving professional change. Although many more questions than answers were raised in the course of this discussion, many of the conclusions are being incorporated into the ALCTS strategic plan as tactical initiatives. Closely related to this analysis of ALCTS leadership roles, the association actively engaged in the work of LC’s Working Group on the Future of Bibliographic Control.

[2] Two of the Working Group’s three members are ALCTS members (ALCTS Councilor Diane Dates Casey and 1997-1998 ALCTS President Janet Swan Hill), and the Association is providing written testimony for each of the Working Group’s public hearings. The revision of the Anglo-American Cataloguing Rules, 2nd edition (AACR2) has now ceased and development of an entirely new descriptive analysis and access code, Resource Description and Access (RDA), has taken its place. This change has come in part in response to a heightened awareness that traditional cataloging codes must be relevant in the rapidly evolving metadata world. In additional to on-going standards development work, ALCTS also held two forums to allow membership to keep pace with changes and provide feedback and input. The Cataloging and Classification Section has also taken steps to establish an RDA Implementation Task Force.

The Task Force on Non-English Access finished its work and reported its conclusions to the membership. Public comment was received and incorporated into the Task Force’s final report with eleven recommendations for further action.[3] Task Force Chair Beth Picknally Camden and her Task Force are commended for its diligent work and extraordinarily clearly presented call for practical solutions that can be implemented.

Preservation and Digitization

Digital preservation and curation issues are now being actively explored in ALCTS. The new electronic discussion list, digipress, was launched in February and as of this writing (May 2007) has nearly one thousand participants around the globe. The list’s announcement read in part: PARS’ new discussion list, DIGIPRES, is dedicated to digital preservation and invites you to join. For purposes of clarity, a working definition of digital preservation is included in this invitation: “Digital preservation combines policies, strategies and actions that ensure access to information in digital formats over time.” Announcements made on the listserv will cover topics such as: newly published papers and reports, grants received, certification efforts, conferences and training opportunities, grant opportunities, relevant job openings, and internships. Subscribe to the new list at http://lists.ala.org/wws/info/digipres and clicking on the Subscribe button in the left hand column.

Serials Section

The Serials Section (SS) is currently considering a mission and name change. The discussion started at ALA Midwinter in Seattle and will continue at ALA Annual in Washington, D.C. The Union List of Serials Committee changed its name and charge to “Committee on Holdings Information.” The new charge is “To address and study matters relating to holding information, with special attention to standards, use, and functionality in the exchange and use of holdings information in and among systems. The committee is further charged with recommending and participating in the development of standards and best practices and with communication and promoting the application and use of these. The Committee's interests include the application of holdings information wherever it appears, including local, group, and union catalogs, and union lists.” The Acquisitions Committee has moved the glossary to a wiki format. It is now available on the ALCTS Web site.

2007 Award Recipients

  • ALCTS Outstanding Collaboration Citation: CLOCKSS, the ALCTS Outstanding Collaboration Citation recognizes and encourages collaborative problem-solving efforts in the areas of acquisition, access, management, preservation or archiving of library materials. The mission of CLOCKSS, a non-profit partnership between publishers and libraries, is to develop “a distributed, validated, comprehensive archive that preserves and ensures continuing access to electronic scholarly content.” CLOCKSS is based on the technology of the LOCKSS (Lots of Copies Keeps Stuff Safe) Program.
  • Banks/Harris Preservation Award: Walter Henry (Stanford University Libraries)
  • Best of LRTS: Jim Stemper (University of Minnesota Libraries) and Susan Barribeau (University of Wisconsin Libraries in Madison)
  • Blackwell’s Scholarship Award: the late Ross Atkinson
  • CSA/Ulrich’s Serials Librarianship Award: Julia Blixrud (Association of Research Libraries)
  • Esther J. Piercy Award: Robert L. Bothmann (Minnesota State University, Mankato)
  • First Step Award: Paula Webb (Delta State University)
  • Leadership in Library Acquisitions: Nancy Gibbs (Duke University)
  • Margaret Mann Citation: Robert Wolven (Columbia University)
  • Ross Atkinson Lifetime Achievement Award: Brian Schottlaender (University of California, San Diego Libraries)
  • Sage Support Staff Travel Grants: Monica Claassen-Wilson (Kansas University), Julia Merkel (James Madison University), Audrey Pryce (Bank Street College of Education), Nancy Slate (Mamie Doud Eisenhower Public Library), LaShawn Wilson (Auburn University), Siu Min Yu (Rice University)

Looking Ahead

As ALCTS enters its second fifty years, its members find the profession in a period of rapid and dynamic change. ALCTS is committed to exerting leadership through education, dialog and collaboration, publication, standards creation, professional advocacy, and organizational renewal. Our greatest strength lies with our members’ creativity and dedication. The future has never been brighter . . . or more uncertain. That said, together we will prevail and flourish.


1. ALCTS Cataloging and Classification Section Executive Committee, “ALCTS and the Future of Bibliographic Control: Challenges, Actions, and Values” (Oct. 3, 2006) (accessed May 25, 2007); “Overview of the Next Steps Documents Developed by the Association for Library Collections and Technical Services (ALCTS) Sections (Acquisitions, Cataloging and Classification, Collection Management and Development, Preservation and Reformatting, and Serials) and the ALCTS Council of Regional Groups” (April 12, 2007) (accessed May 25, 2007).

2. Library of Congress task force on the Future of Bibliographic Control. (accessed May 25, 2007).

3. Task Force on Non-English Access: Report (Sept. 18, 2006, revised March 16, 2007). (accessed May 25, 2007.


Section Annual Reports

The following reports summarize the accomplishments of ALCTS and its sections during the year ending with ALA Annual Conference in Washington, D.C.

Acquisitions Section

An annual report was not submitted for the Acquisitions Section.

Cataloging and Classification Section

David Miller, CCS Chair, 2006-2007

Communication with the Profession

During the 2006-2007 year, the Cataloging and Classification Section Executive Committee (EC) took an active part in the important questions surrounding the future of cataloging and the concept of the catalog. At the request of the ALCTS Board of Directors, the EC prepared "ALCTS and the Future of Bibliographic Control: Challenges, Actions, and Values." This "next steps" statement, available on the ALCTS website, served as a springboard for an expanded statement by the ALCTS Board itself, covering the entire range of matters with which ALCTS is concerned. The CCS document featured seven "frames" or values statements, which in turn provided a set of core issues for the ALCTS CCS/Forum on Bibliographic Control, "Basic Values and the Future of Cataloging," held at the Midwinter Meeting in Seattle.

The Executive Committee, again at the request of the ALCTS Board, prepared position papers relating to the March and May 2007 public meetings of the Library of Congress Working Group on the Future of Bibliographic Control. Those papers were endorsed by the ALCTS Board and forwarded to the Working Group. The Working Group’s process and hearings to date served as the basis for the ALCTS/CCS Forum at Annual Conference in Washington.

At the invitation of the Executive Committee, the Subject Analysis Committee (SAC, chaired by Qiang Jin) began the well-subscribed "headings" email list, which features ongoing discussions focusing on the Library of Congress Subject Headings system.

The Executive Committee approved Web publication of the two updated reports, presented by the CCS Research and Publications Committee (Aiping Chen-Gaffey, chair): "Electronic Resources 2005-2006," and "Metadata Systems 2004-2006," and the statement "Guidelines for Cataloging of Record Sets Reproductions (Microform and Electronic) and Original Sets," developed by a CC:DA task force. The final report of the SAC Subcommittee on Semantic Interoperability was approved for Web publication, and the Executive Committee’s statement, "Value of Cataloging Librarians," is also now available.

The first ALCTS bilingual publication, SALSA de Tópicos / Subjects in SALSA: Spanish and Latin American Subject Access, has been published and was available at the ALA Store in Washington. D.C. This book is based on papers presented at a SAC program at the 2004 Annual Conference in Orlando. The Committee on Cataloging also addressed international interests: African and Asian Materials (Robert Lesh, chair). CC:AAM formed a working group to provide input for the document on uniform titles for Anonymous Classics: African literature: epics and assimilated, a project of the IFLA Cataloguing Section.

RDA: Resource Description and Access

The Section’s involvement in RDA: Resource Description and Access is primarily carried out through the intensive, ongoing work of the Committee on Cataloging: Description and Access (Cheri Folkner, chair). The Executive Committee was asked by the ALCTS Board to provide input on the appointment of a new ALA representative to the Joint Steering Committee for Development of RDA, and established the RDA Implementation Task Force. CC:AAM continued its contributions to CC:DA’s work through the activities of its own RDA Task Force. Additionally, the Section continued its series of RDA Update Forums at both Midwinter and Annual, chaired by Matthew Beacom.

Margaret Mann Citation

The Margaret Mann Citation Jury (Matthew Beacom, chair) selected Robert Wolven, Director, Library Systems and Bibliographic Control, Columbia University Libraries, as the 2007 recipient of the Margaret Mann Citation. Wolven was honored for his significant professional achievements as a successful innovator, pragmatic thinker, and a leader of rare and valuable qualities who has exerted a pervasive and positive influence on the profession.

Continuing Education

At the 2007 Annual Conference, CCS preconferences included workshops on Series Authorities (Rachel Wadham, chair) and Library of Congress Classification (Lori Robare, chair), developed in collaboration with the Program for Cooperative Cataloging. Materials for the first workshop in this series, Basic Subject Cataloging Using LCSH, have now been revised by the CCS Continuing Education Training Materials Committee (Margaret Maurer, chair), which also prepared revisions of the Rules and Tools for Cataloging Internet Resources course from the LC Cataloger’s Learning Workshop.

Also at Annual 2007, the CCS Committee on Education, Training and Recruitment for Cataloging presented the preconference "What They Don't Teach in Library School: Competencies, Education, and Employer Expectations for a Career in Cataloging" (Sylvia Hall-Ellis, chair), in partnership with ALISE. Section Conference programs included "Reflections on Cataloging Leadership" (Beth Picknally-Camden, chair), presented by the Executive Committee; "Cataloging Correctly for Kids: AV, E-books, and More!” presented by the Cataloging of Children’s Materials Committee (Oksana Kraus, chair); "New Developments in Form/Genre Access: Where We are, Where are We Heading, and Where We Want to Be" (Lynda Aldana, chair), presented by SAC, and "Authority Control Meets Faceted Browse," presented by the ALCTS CCS/LITA Authority Control Interest Group (Sandy Roe, chair).

The CCS Discussion Groups meetings provide stimulating presentations on a variety of topics pertinent to cataloging/metadata, and are highly valued by members. At the 2007 Annual Conference, the Catalog Management, Cataloging and Classification Research, Cataloging Norms, Copy Cataloging, Heads of Cataloging, and MAGERT Cartographic Resources Cataloging Discussion Groups offered presentations.

Executive Committee Decisions

In addition to the previously mentioned actions, the Executive Committee approved changes to the position description of EC Members-at-Large. Following recommendations from the CCS Policy and Planning Committee (Diane Baden, chair), the EC approved revised charges for the CCS Research and Publications Committee and the CCS Cataloging Norms Discussion Group.


Council of Regional Groups

Elaine Yontz, CRG Section Chair, 2006-2007

The purpose of the ALCTS Council of Regional Groups (CRG) is to: (1) encourage and facilitate the activities of state and regional groups with a collections or technical services focus, and (2) provide a forum for discussing common interests and concerns among the regional groups as well as with ALCTS. CRG maintains the CRG Directory of Affiliate Groups and the CRG Speakers' Bureau Directory as well as a discussion list for CRG officers, CRG committee members, and officers of affiliate groups.

Officers, 2006-2007

Elaine Yontz, Chair; Carol Hryciw-Wing, Vice-Chair/Chair-Elect; Gregory Wool, Secretary; Elaine Franco, Past Chair

Slate, 2007 Election

Vice-Chair/Chair-Elect: Susan Mueller, Janet Lee-Smeltzer; Secretary: Sue Anderson, Write-In

Officers, 2007-2008

Carol Hryciw-Wing, Chair; Janet Lee-Smeltzer, Vice-Chair/Chair-Elect; Sue Anderson, Secretary; Elaine Yontz, Past Chair


Affiliate Relations (Sue Anderson, chair, Jan – June 2007; Elaine Franco, chair, 2007-2008); Speakers' Bureau (Lihong Zhu, chair, 2006-2008); Continuing Education (Coby Johnson, chair, 2006-2008); Nominating (Cynthia Clark, chair, 2006-2007; Elaine Franco, chair, 2007-2008)

Key Actions, 2006-2007

Contributed to ALCTS Next Steps document. Contributed to ALCTS strategic planning process. Increased the number of speakers in the Speakers' Bureau Directory. Committed to developing a wiki.


Collection Management and Development Section

Linda Phillips, CMDS Chair, 2006-2007

CMDS members actively engaged in programs and services that resulted in publications, a well-attended program and co-sponsorship of a preconference at the 2007 Annual Conference, numerous discussion groups, an ALCTS Forum at Midwinter Conference, and progress towards web-based course development. Members of the CMDS Executive Committee included Larry Alford, Past Chair; Linda Phillips, Chair; Betty Landesman, Chair-Elect; Nancy Lee Myers, Secretary; and Members-at-Large, Pat Loghry (2007), John Webb (2008), Kathy Tezla (2009) and Jeff Kosokoff (2009). The Nominating Committee chaired by Mary Beth Thomson assured succession of leaders to sustain and advance the section’s momentum.


The Sudden Selector’s Guide to Business Resources by Robin Bergart and Vivian Lewis was published in 2007. The CMDS Executive Committee endorsed a proposal for another guide in the Sudden Selector series, Lesbian/Gay/Bisexual/Transgender/ Intersexed/Questioning Studies by Rachel Wexelbaum. This makes a total of six proposals approved by the CMDS Publications Committee (Harriet Lightman, Chair), the CMDS Executive Committee, and the ALCTS Publications Committee; the next manuscript, for communications studies, is due in August 2007. The Publications Committee is considering a Working Papers Series and is reviewing the outdated CMDS Guides for possible revision.


The Collection Development and Electronic Resources Committee (Andrea Imre, Chair) presented a program at 2007 Annual Conference, “Collecting for Institutional Repositories: All the News That’s Fit to Keep.” A panel moderating by Joe Branin (The Ohio State University) included Susan Gibbons (University of Rochester), Jim Ottaviani (University of Michigan), and George Porter (California Institute of Technology) and offered practical advice for involving the campus in building an IR. The large crowd in attendance engaged in vigorous discussion following the presentations.

CMDS agreed to co-sponsor a program with the RUSA CODES Materials Reviewing Committee at the 2008 Annual Conference on “Reviews Outside the Mainstream,” that explores review sources for websites, electronic databases, genre fiction, graphic novels, alternative press publications, grey literature, and other formats.


The Collection Assessment Committee (Bonnie Tijerina, Chair) hosted an ALCTS Forum at the 2007 Midwinter Conference, “E-Resources Use Data: Outsource or In-house?” Planning for a 2008 Midwinter Forum on the topic of collaborative selection of monographs began during the 2007 Annual Conference.


CMDS co-sponsored a preconference at the 2007 Annual Conference with the Acquisitions Section, “Workflow Analysis, Redesign, and Implementation: Integrating the Complexities of Electronic Resources in the Digital Age.”

Discussion/Interest Groups

Four discussion/interest groups offered a total of eight sessions during the Midwinter and Annual conferences for practitioners to discuss issues and strategies confronted by colleagues across the country. Groups target collection development librarians in general (Susanne Clement, Chair), public libraries (Kerry Cronin, CMDS Co-Chair), academic libraries (Brian Quinn, Chair), and leaders of collection development in the largest research libraries (Jeanne Richardson, Chair). Among the topics discussed were global resources, the future of interlibrary loan, staffing and training for collection development in a multi-library environment, approval plans, use of the WorldCat Collection Analysis Service, vendor statistics for electronic resources, centralized weeding, and collection turnover rates. Member reports from the Chief Collection Development Officers of Large Research Libraries posted to the ALCTS CMDS web pages present a panorama of collection development initiatives and accomplishments across the United States and Canada.


The Education Committee (Ellen Safley, Chair) worked with Peggy Johnson and the ALCTS Education Committee to develop a web-based course, “Fundamentals of Collection Development.” The Committee prepared a timetable at the 2007 Annual Conference for testing the components with the goal of offering the first course shortly after 2008 Midwinter Conference.

The Education Committee also completed a draft of "Core Competencies for Collection Development/Management Librarians" that has been sent to the ALCTS Education Committee for approval.

The Collection Assessment Committee began work on a web-based course, “Fundamentals of Collection Assessment.”

The Administration of Collection Development Committee (Sally Wilson Weimer, Chair) worked on a toolbox for collection managers that covers de-selection, training, assessment, digitization, and cooperative selection modeled on the Social Work Collectors Toolbox. When completed the toolbox will be made available on the Web.


The Policy and Planning Committee (Scott Perry, Chair) collaborated with ALCTS Planning to create a new strategic plan for the division.


The Nominating Committee (Mary Beth Thomson, Chair) prepared an excellent slate of candidates for the 2007 elections. Joining new CMDS Chair Betty Landesman will be Genevieve Owens, Vice-Chair/Chair-Elect and Member-at-Large, Susan E. Thomas. Kathy Mitchell is filling the unexpired term for Member-at-Large John Webb who retired from librarianship in 2007. Secretary Nancy Myers will continue her much-appreciated service through 2008.


Preservation and Reformatting Section (PARS)

Nancy Kraft, PARS Chair, 2006-2007

Busy and productive as usual, this year the Preservation and Reformatting Section established a new award, began investigating its structure, launched a digital preservation listserv, had a “best” seller, defined digital preservation, identified core competencies, held its first forum and finalized a publication. These activities are just some of the highlights; fuller details are provided in the narrative below and in reports submitted by the PARS committees and discussion groups.


At the request of the PARS Executive Committee, the Policy, Planning, and Research Committee began investigating the structure of PARS discussion groups. The committee discovered that PARS has nine discussion groups, compared with an average of three in the other ALCTS sections. As part of the investigation, the committee is looking at alternatives such as interest groups and task forces to address PARS’ needs and to remain a vital organization. Suggested structures will be shared at Midwinter 2008 to invite input and discussion.

Kudos to the Education Committee for being first to develop core competencies within ALCTS. This document identifies Competencies for Collections Preservation by areas of competency and level (fundamental, intermediate, and advanced) and will be used to develop courses. The Library Binding Institute George Cunha and Susan Swartzburg Award was established this year to honor the memory of Cunha and Swartzburg, early leaders in cooperative preservation programming and strong advocates for collaboration in the field of preservation. The award acknowledges and supports cooperative preservation projects and/or rewards individuals or groups that foster collaboration for preservation goals. The Library Binding Institute will provide the monetary award. The deadline for nominations is December 1 of each year. Walter Henry is the 2007 recipient of the Paul Banks and Carolyn Harris Preservation Award for his leadership, with a special recognition for establishing and maintaining the Conservation OnLine (CoOL) website (http://palimpsest.stanford.edu/).

The Digital Preservation Discussion Group established the Digital Preservation Discussion List (http://lists.ala.org/wws/info/digipres) as a forum for digital preservation issues shortly after Midwinter. The list already has more than 1,000 subscribers.


Definitions of Digital Preservation was developed by the PARS Working Group on Defining Digital Preservation. Cathy Martyniak and Jake Nadal served as co-chairs. Becky Ryder, Evelyn Frangakis, George Blood, Karen Brown, Margaret Byrnes, and Sian Meikle were members of the group. This document, still under revision, will eventually become a web document. See http://blogs.ala.org/digipres.php

Carignan. Yvonne. “And a Handful of Visionaries: A History of Library Preservation” in Commemorating the Past, Celebrating the Present, Creating the Future: Papers in Observance of the 50th Anniversary of the Association for Library Collections & Technical Services. Editor, Pamela Bluh. Chicago: ALA, 2007.

Calvi, Elise, Yvonne Carignan, Liz Dube, and Whitney Pape. The Preservation Manager’s Guide to Cost Analysis. Chicago: ALA, 2006. This was the best-selling ALCTS publication this fiscal year, and is scheduled for reprint. Merrill-Oldham, Jan and Paul Parisi. Guide to the ANSI/NISO/LBI Standard for Library Binding with illustrations by Gary Frost has been approved and forwarded to ALCTS.


  • Saving Sound, Part 3: Audio Digitization and Preservation, June 2007.
  • Digital Asset Management: Implications for Preservation, June 2007.
  • Two Thumbs Up! A Preservation Film Festival, June 2007
  • PARS Forums: Lessons learned from Katrina, January and Disaster Recovery, June 2007.

Sarah Erekson spearheaded our first PARS Forums at the Midwinter Meeting and Annual Conference.

A special thanks to the 2006/07 PARS Executive Committee for all their assistance and enthusiasm during the past year: Andrew Hart, Tom Teper, Joan Gatewood, Karen Brown, Jeanne Drewes, and Liz Dube. In my candidacy statement for PARS chair, I noted that my greatest strength is the ability to listen to multiple voices, building consensus and win/win solutions. I hope that I have done that and thank all of you for granting me the opportunity to give back to my profession as PARS chair.

Serials Section

Emily McElroy, Serials Section Chair, 2006-2007

The highlight of our section’s activities this year was changing our name and mission. At ALA Annual 2007, we approved a name change to “Continuing Resources Section.” As outlined in Daisy Water’s report, which is included in this issue of ANO, our new mission statement explicitly encompasses electronic as well as print resources. The Policy and Planning Committee did an outstanding job reviewing possible names and creating a new mission statement that moves our section into the future. The second highlight of our section was the Union List of Holdings Committee changing their name to the “Committee on Holdings Information.” Their charge has been modified “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.” Led by Felicity Dykas, they have actively sought collaboration with other ALA committees, including RUSA STARS ILL Committee. The Serials Section continues to sponsor programs and forums at Midwinter and Annual:

  • Serials Standards presented their Annual Forum with an update on three NISO initiatives. Swets Information Services now sponsors their annual forum. They are investigating the possibility of also holding a forum at Midwinter.
  • The Acquisitions Committee had a very successful program at Annual on “Making the E-Resource Infrastructure Work: Effective Metadata Exchange and Exposure” and are planning their next program.
  • The Continuing Resources Committee held a Midwinter forum to discuss the new CONSER standard record. Their Annual forum had an excellent panel, discussing future directions of serials cataloging, along with their annual updates from CONSER, ISSN and Library of Congress, and CC:DA.
  • The Section continues to explore new publication and continuing education opportunities:
  • The Education Committee completed two syllabi on serials preservation and archiving and collection management. A representative from PARS served as a consultant for the serials preservation syllabi. The core competencies for serials were also updated.
  • The Acquisitions Committee moved the Serials Acquisitions Glossary to the ALA wiki space.
  • The Research and Publications Committee will be exploring possibilities for wiki-based publications.
  • We continue to award outstanding contributions to the serials profession through the CSA/Ulrich’s Serials Librarianship Award. Julia Blixrud was the recipient of this year’s award. Paula Webb was honored with the First Step Award. We look forward to Paula’s contributions to our section.


Annual Conference Reports

Key Actions from the ALCTS Board

ALCTS Board 2006-2007

Following are the key actions, in summary form, taken by the ALCTS Board of Directors during the 2007 ALA Annual Meeting in Washington, D.C. Routine actions, such as adopting agendas and approving minutes, are not included.

Accepted the Fiscal Year 2007 April budget report in two parts (narratives and financials).

Accepted the Administrative Report of the Executive Director.

Accepted the recommendation of the Best of LRTS Award Jury to award Jim Stemper and Susan Barribeau the 2007 award for their article “Perpetual Access to Electronic Journals: A Survey of One Academic Research Library’s Licenses.” The article was published in LRTS Volume 50, No. 2 (April 2006).

Accepted the final report of the Task Force on Non-English Access.

Approved the motion to disband the ALCTS Task Force on Non-English Access with sincere thanks.

Approved the establishment of a steering committee to oversee implementation of the recommendations put forth in the final report of the Task Force on Non-English Access.

Approved the web manuscript “CCS: Subject Semantic Operability—Final Report.”

Approved the ALCTS response to the draft ALA Digitization Policy.

Endorsed the ALA Principles of Digital Content, with comments.

Approved the statement for the Library of Congress Working Group on the Future of Bibliographic Control, Second Public Meeting, May 9, 2007: Standards and Structures, as presented by the ALCTS Cataloging and Classification Section.

Approved the written testimony for the First Public Meeting of the Library of Congress Working Group on the Future of Bibliographic Control—“Users and Uses of Bibliographic Data,” as submitted by the ALCTS Cataloging and Classification Section.

Approved the document “Delegation of Authority to Committees of the Board.”

Approved the establishment of the PARS/LBI George Cunha and Susan Swartzburg Award for Collaborative Preservation, which is sponsored by the Library Binding Institute (LBI).

Approved a resolution honoring the ALCTS 50th Anniversary for submission to the ALA Council at the 2007 Annual Conference in Washington, D.C.

Approved a motion to appoint an Assistant Editor for the ALCTS Newsletter Online to serve a one-year term concluding after the 2008 ALA Annual Conference in Anaheim, California.

Approved a motion to recognize Norm Medeiros and his staff at Haverford College for digitizing volumes 1-43 of LRTS.

Approved a motion to change the name of the Serials Section to the Continuing Resources Section.

Approved a motion to accept amended election results to accept Kate Contakos as the PARS Member-At-Large since Mary Ellen Starmer had to decline her election to this position.

Approved a motion from Organization and Bylaws to revise the ALCTS Manual to incorporate a procedure for changing section names and objects.

Volunteer Reporters Cover ALCTS Continuing Education Events

ALCTS members who attended the ALA Annual Conference 2007 in Washington, D.C. provided these summary reports. We thank the volunteers who covered a program or preconference 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 preconferences and programs.



Basic Library of Congress Classification

Ngoc-My Guidarelli, Virginia Commonwealth University, and Arlene Klair, University of Maryland

This first offering of the ALCTS/PCC Workshop on Fundamentals of Library of Congress Classification provided quite a mental workout. Participants galloped through the 328 page manual (not including the exercise and answer pages) along with the four well-versed instructors, all of whom were part of the group which developed the course. The instructors were Steven Arakawa, Yale University; Lois Chan, School of Library and Information Science, University of Kentucky; Paul Frank, Library of Congress; and Lori Robare, University of Oregon. Their varied backgrounds added to the strength of the pre-conference. Attendees also had the good fortune of access to the specialized knowledge of Mary Kay Pietris, LC Cataloging Policy and Support Office (CPSO).

Instructors soon discovered the need to adapt presentations to fit the two days available. Time was reserved for exercises and group review of answers following each major topic. The first day began with an overview of the classification schedules, the history of their development and continued maintenance, and the various tools used to create call numbers. The good news regarding the tools is the two major subject cataloging manuals for shelflisting and classification will be merged into one volume by the end of the year. The structure of the LC schedules is main classes (disciplines), divided by subclasses which are further divided by form, place, time and subtopics. The elements of LC call numbers include class numbers, book numbers, year and additions to call numbers. The topic of MARC coding was demonstrated, however the art of assigning a book number (Cuttering) was explored in some depth. The group forged on through general principles of assigning LC class numbers, assigning the closest number, and the importance of shelflisting using the principle of literary warrant (that which is already established as precedent in a given shelf list may supersede that which is in the LC schedules.) The basic structure of LC classification is by discipline, so that various aspects of a topic are not grouped all together.

The second day of the workshop was devoted to the most challenging, yet also most used, schedules H, N and P, and the application of accompanying tables. This made for stimulating hands on exercises. There are special types of materials to consider when classifying, such as juvenile materials, textbooks, collected papers at conferences, etc. Decisions to classify according to format or subject area are generally based on literary warrant.

Schedule H

Published in 1910, H includes sixteen subclasses, with seven subclasses reserved for sociology and seven for economics. The instructor’s general advice to read the scope notes first is particularly important. More than one table is often needed.

Schedule N

This schedule is devoted to fine arts and was first published in 1910. It is influenced by Dewey Decimal Classification, the Library of the Art Institute of Chicago, and the Berlin Kunstmuseum. N is also a subclass focused on visual arts. There is also the subclass NX for art in general. The scope notes should be consulted for the difference between art in general and visual arts. The order of precedence is unique to class N and it is sometimes contradicted by the instructions. The order of precedence is: 1) Country number; 2) genre by nationality or period; 3) genre (in general); 4) special topics. Examples were used to illustrate the order of precedence. Assigning a call number based on country of origin can be challenging, as artists may often reside in several countries throughout their lifetime.

Schedule P: Language and literature

The development of this schedule began in 1909 and was completed in 1948. It includes nineteen subclasses and thirteen different schedules and tables. Language and literature are in the same subclass with the exception of literature in major Western European languages such as English, American, Spanish, French, German, etc. They are represented by their own subclass. There is extensive use of tables in the P schedule. Form and genre prevail over topic in class P. Issues of nationality and national language pose a special problem in this classification. Vladimir Nabokov was cited as an example of an author who wrote in Russian and English and lived in the United States. The structure of an author’s literary number was explained.

Local Policy Decisions

One should consider users’ needs, the benefits of following standards rather than local practice (which will cost time and money in the long run) and remember to document local decisions. The decision to classify and shelflist hinges on whether the item will be paged or browsed. There is no need to classify if the material is not integrated in the general collection or is in remote storage. Depending on the availability of time and staff, bibliographies and atlases can be classified by subject. The following questions were raised: Will all children materials go to PZ? Should series be classed together or separately? Copy cataloging decisions should be made concerning obsolete call numbers. Should one tolerate split collections if call numbers change? In conclusion, one should weigh costs and benefits, users’ needs, workflow efficiency, and consider political issues.

Participation in the SACO Program

The workshop concluded with a presentation on the SACO program. Training is not required, and libraries may join independently using the online proposal application. Once a proposed classification number is accepted, it appears in the weekly list and Classification Web. A new class number can be proposed when the specific concept is not covered in an existing schedule.

The preparation that went into this session was impressive. The sample exercises were quite helpful. Letting attendees do them communally if desired helped considerably. It was an enormous amount to cover in two days and it would be difficult what might be cut from future sessions. It will be interesting to see the next iteration of this course.


What They Don’t Teach in Library School: Competencies, Education, and Employer Expectations for a Career in Cataloging

Amanda Ros, Jackson-George Regional Library System (Pascagoula, Mississippi)

The purpose of this preconference was not only to help new catalogers bridge the gap between what they learn in library school and what it is expected of them actually working in the field, but also to recruit members for the new “Task Force on Competencies and Education for a Career in Cataloging.” The mission of the Task Force is to assess the current state of education and employment in cataloging, recommending new programs that seek to promote continuing education and training in the profession.

The Task Force will serve as an umbrella organization for three new initiatives:

  1. A Cataloging Education Fellows Program to promote cataloging education, educational programs such as workshops, and internship opportunities;
  2. A program to connect cataloging practitioners and employers with library educators to build upon the ALCTS/Committee on Education, Training, and Recruitment for Cataloging (CETRC) Mentoring Program, link catalogers and employers with educators in order to provide better internship and practicum opportunities, and establish a lecture series to discuss current trends and future developments in cataloging;
  3. A clearinghouse for cataloging resources for Internet resources related to cataloging, including training courses, documentation, terminology and tools, as well as links to cataloging related Internet resources.

Randy Call, Director of Technical Services, Detroit Public Library, described “Cataloger Competencies for Public Libraries.” Two key points were that new librarians generally do not have enough training to step into full-time cataloging positions, and that the institution expects degreed librarians to assume non-cataloging duties such as leadership roles, special projects, and professional involvement while maintaining productivity levels.

Beacher Wiggins, Director for Acquisitions and Bibliographic Access, Library of Congress, discussed “Managing a Shortage of Catalogers: A Research Library Perspective.” “Blended” or “hybrid” positions are becoming the norm. These changes will enable the professional cataloging staff the ability to offer solutions on how to describe bibliographic elements covered by cataloging rules, or that require interpretation. A long-term goal is to give support staff responsibility for descriptive cataloging.

Karen Calhoun, Vice President, OCLC WorldCat and Metadata Services, OCLC, presented “On Competencies for Catalogers.” Calhoun reiterated the previous observations that professional catalogers are being down-sized, and expected to assume more responsibilities. The focus of cataloging is evolving as the Generation X and Millennial users’ needs and expectations change. Additionally, fewer LIS programs are offering cataloging and fewer new librarians are choosing cataloging as a career.

Janet Swan Hill, Associate Director for Technical Services, University of Colorado-Boulder Libraries, discussed “The Brick Wall: Recruiting People to a Career in Cataloging.” Hill noted that in addition to fewer LIS programs offering cataloging, catalogers are “invisible” to patrons. Patrons consider “librarians” to be reference and circulation staff. In order to counteract these hurdles, practicums and mentorships are essential.

Brian E.C. Schottlaender, University Librarian, University of California at San Diego, described “What They Don’t Teach in Library School: Employers’ Expectations for Cataloging Recruits.” The skill sets of librarians will evolve as users’ needs and expectations change.

Matthew Beacom, Metadata Librarian, Yale University Libraries, presented “Training Issues Managers Face.” Beacom also focused on skill sets. Employees need proper training and good workplace morale in order to be more productive because productivity equals success.

Sylvia D. Hall-Ellis, Associate Professor, Library and Information Science Program, University of Denver, discussed “Cataloging Education: A New Emphasis on the Library and Information Science Curriculum.” Hall-Ellis focused upon new avenues for cataloging education within LIS programs. The evolution of cataloging and the convergence of technologies present ongoing challenges. The most effective ways to meet these challenges is through communication, mentorships, and research.

There were two breakout sessions during the preconference. The morning breakout session focused on competencies in cataloging, continuing education in cataloging: resources available, and how institutions can promote continuing education in cataloging. The afternoon session focused on design of a Cataloging Education Fellows Program to recruit, educate and train the next generation of faculty members; construction of a practitioner-library educator partnership for teaching, cataloging, classification, metadata, mixed media information, etc.; and the implementation of a marketing strategy to connect potential users of and contributors to the Clearinghouse of Cataloging Resources.


Just Plain Old: Cataloging Pre-Twentieth Century Cartographic Resources

Hallie Pritchett, University of Georgia

The magnificent Thomas Jefferson building at the Library of Congress was the setting for this two-day session, co-sponsored by the Map and Geography Round Table (MAGERT), the Association for Library Collections and Technical Services (ALCTS), the Rare Books and Manuscripts Section (RBMS), and the Government Documents Round Table (GODORT). With thirty-seven participants, primarily map librarians and/or catalogers and special collections catalogers, this preconference addressed the issues of cataloging pre-twentieth century cartographic resources via instruction and hands-on exercises.

Following opening remarks by John Hérbert, Chief of the Geography and Map Division, Library of Congress and Nancy Kandoian, New York Public Library, examined the differences between cataloging cartographic resources and textual materials, focusing on description and access points. Seanna Tsung, Library of Congress, discussed the differences between cataloging early and modern maps, such as those related to early printing and publishing practices and cartographic information and its presentation. Tsung then turned her attention to describing the primary mapmaking techniques used prior to 1900, including woodcut, engraving, and lithography. Carolyn Kadri, University of Texas at Arlington, ended the morning’s instruction session by discussing the vocabulary used to describe early maps and their features. Next was a tour of the Geography and Map Division, which offered participants a behind-the-scenes look at the world’s largest collection of cartographic materials and resources. Kadri and Kandoian spent first part of the afternoon session on description, specifically chief source of information, title/statement of responsibility and publication data. The day ended with a session by Kandoian on research, often a necessary part of the process of cataloging pre-twentieth century maps and atlases, and the various reference materials and resources useful in doing such research.

The second day began with a session by Kandoian on the mathematical data associated with maps, emphasizing those issues particular to early cartographic materials. Tsung discussed the issues specific to cataloging early atlases, including creating analytic records for atlas plates and maps in books as a means of providing both greater access to such resources as well as a record of their existence should they ever be separated from their original container. The afternoon session, led by Tsung and Kadri, first addressed copy-specific notes and manuscript maps, then dealt with map reproductions, including the distinctions between facsimiles and photocopies as well as scanned images. The day ended with a session by Deborah Leslie, Folger Shakespeare Library, on how to transcribe the early letter forms and symbols often found in pre-twentieth century works.

This preconference provided a great deal of interesting and useful information about pre-twentieth century cartographic resources in general, particularly for those librarians who primarily work with materials other than maps and atlases. The speakers were very knowledgeable and enthusiastic about their individual specialties and quite eager to help participants learn and understand the finer points of map and atlas cataloging. Participants were given several opportunities throughout the preconference to apply what they learned by cataloging copies of early maps and atlas plates and discussing their results. By the end of this two-day session, participants had gained the knowledge, skills and tools necessary to successfully catalog their library’s pre-twentieth century cartographic resources.



M. Dina Giambi, University of Delaware

ALA inaugurated 101 programs at the 2007 Annual Conference, hosted by the ALA divisions, to assist first-time conference attendees. “Your ALCTS Experience: An Open House” was held on Friday, June 22, 7-9 p.m. The event was organized by the ALCTS Membership Committee under the leadership of Rebecca Ryder, Head, Preservation Services, University of Kentucky, who served as the mistress of ceremonies. Formal remarks to the group of about sixty were offered by M. Dina Giambi, Assistant Director for Library Technical Services, University of Delaware and incoming ALCTS President-Elect; Bruce Johnson, Acting Assistant Chief, Cataloging Distribution Service, Library of Congress and ALCTS President; and Pamela Bluh, Associate Director for Technical Services & Administration, Thurgood Marshall Law Library, University of Maryland, School of Law and ALCTS President-Elect. Attendees were encouraged to volunteer for the many opportunities offered by ALCTS to serve on committees, interest groups, and discussion groups.

New ALCTS members and several ALCTS/SAGE Library Support Staff Travel Grant recipients were present, along with active members who informally provided advice about how to navigate the exhibits, select and organize a conference schedule, etc.

An impromptu feature of the event were the testimonials offered by a number of the ALCTS veterans who recounted some of their early ALCTS experiences. Judith Hopkins, Associate Librarian, State University of New York at Buffalo (retired), who was celebrating her fiftieth year as a librarian, implored the audience to become professionally active, ending her comments with an enthusiastic “You’ll have a ball!” Hopkins has been the listowner or co-listowner of AUTOCAT, the library cataloging and authorities discussion group, since 1993.


Forum on Bibliographic Control

Melissa DeFino, Rutgers University

The ALCTS/CCS Forum on Bibliographic Control provided an opportunity for ALA members to hear first-hand about the work of the Library of Congress Working Group on Bibliographic Control. This program was moderated by David Miller, chair of the ALCTS Cataloging and Classification Section.

José-Marie Griffiths, chair of the working group and dean of the School of Library and Information Science, University of North Carolina at Chapel Hill, gave an overview of the group’s function, and of the three public meetings held this year.

Sally Smith, Kings County Library System in Seattle, spoke in more detail about the first meeting, held in Mountain View, California on March 8. This meeting focused on “Users and Uses in Bibliographic Data.” In particular, the group discussed users and uses outside traditional libraries. “There needs to be more cooperation between different library types,” Smith said.

Greta de Groat, Stanford University, also commented on the first meeting. She criticized the working group for focusing on increasing cataloging services, rather than cutting costs, and wondered if there was a way to provide more services, while still keeping costs down.

The next speaker was Diane Dates Casey, Governors State University. Casey discussed the second meeting, held in Chicago on May 9, which dealt with “Structures and Standards in Bibliographic Data.” She stressed the importance of authority control, and the need to expose others outside the library world to the standards we have established.

Michael Norman, University of Illinois Urbana-Champaign, reported on the Chicago meeting from the perspective of an audience member. He spoke of the necessity of interoperability in bibliographic data, and suggested automation in cataloging as a way to cut costs.

The third public meeting, scheduled for July 9, discussed “Economics and Organization of Bibliographic Data.” Griffiths announced that a report would be drafted following this meeting. The report will be made available for public comment in October, and delivered to the Library of Congress in early November. More information can be found on the group’s website.


Informing the Future of MARC

Arlene Klair, University of Maryland Libraries

This program presented findings from the MARC Content Designation Utilization (MCDU) project team. They are providing empirical data on how catalogers actually use MARC. These findings can inform future directions for MARC and cataloging practices. The presenters were William E. Moen and Shawne D. Miksa, School of Library and Information Sciences, University of North Texas, and Sally H. McCallum, Chief, Network Development and MARC Standards Office, Library of Congress.

Beginning with a review of the purpose of MARC, Moen demonstrated how MARC experiences constant growth. Contrast the two hundred seventy-eight fields in use in 1972 against the current two thousand seventy-four fields. In an examination of over fifty-six million records, the MCDU project found seven tags and ten subfields occur in every record. In records created by LC, seventeen fields/subfields account for 80 percent of usage. In records created by others, thirty-six fields/subfields accounts for 80 percent of usage. The study also identified commonly used format specific fields and subfields.

The project compiled a comparison of MARC use compared to the National and Minimal, PCC Core and CONSER record standards as well as a frequency of use of the standards. Less than 1 percent of the contributed records in WorldCat are coded PCC Core or CONSER while for LC they represent 7 percent.

The team also examined which commonly occurring MARC fields and subfields support the functions of the various user tasks for FRBR Entities. The results raised as many questions as they answered. Is it known how many content designators are needed to support a task? Do a higher percentage of content designators mean stronger support? Should one focus on the high impact and visibility of a few fields? What the study cannot show is how often elements are assigned when they are applicable.

The project is rich in data which cannot be fully conveyed in a brief report. Find complete information, including the presentation and handouts on the MARC Content Designation Utilization Inquiry and Analysis web site. MCDU intends to make the software used to manipulate MARC data sets available so others can decompose additional record sets.

Sally McCallum noted that the granularity of MARC is seen as costly to apply. Simplification of MARC is not easy as special groups clamor for more specific elements to be added or retained. MARC is rich but does need streamlining since the same information resides in multiple places. Yet it also lacks elements found in other metadata standards, such as hierarchy support (links to urls, etc.), rights administration and preservation information. MARC is, nonetheless, still viable. It has longevity, is used in communities with very different standards, and billions of records exist world-wide. MARCXML is downloaded 10 times a day. Many crosswalks exist. The future of MARC may reside in leveraging its strengths, eliminating redundancies and adding elements it lacks. Active engagement by the audience showed intense interest in all the issues presented, which bodes well for the future of MARC.


Reflections on Cataloging Leadership

Sherab Chen, Ohio State University

Beth Picknally Camden, program moderator, introduced the five panel speakers: Sheila Intner, William Garrison, Regina R. Reynolds, Matthew Beacom, and Janet Swan Hill. People gathered here to talk, to listen, and to share their experiences and concerns on questions such as How should we be mentoring potential leaders? What development paths could younger librarians follow to become the next generation of leaders? In a time of rapid technological change and changes within the practice of cataloging and classification, and in a time of looming retirements of senior cataloging librarians, these are serious questions put forth to those in leadership positions or who are on track to become future leaders.

The question posed to the panel was "How does my experience guide other librarians?" To paraphrase the first respondent Sheila Inter, librarians should say "yes" to leadership activities such as teaching and training; and do research that benefits their work life, and publish the results. They should also strive towards achieving credentials that increase job effectiveness, and as a way to gain recognition and respect.

William Garrison strongly disagrees with the idea that "there won't be catalogers anymore." For him, "cataloging is not a dying art." As he states, "probably the most important lesson I learned was that I am a professional and that I chose to be a professional and the life as a librarian, and the added responsibility to give back to this profession."

Regina Reynolds confessed that her library career "got off to a very bad start" when she "tried to arrange books in a small technical library by LC card number" (thinking they were the call numbers!). She later went to library school and finally "learned to control the raging serials." She translates a catalog librarian's leadership development into a set of verbs with interesting proverbs, including Learn, Visualize, Serve, Control, and Enjoy.

  • "We need to make good use of our budgets, our money, but we should base our main value on those values of public good. 'Not everything counts that can be counted; not everything can be counted counts.' (Einstein)"
  • "Up to the present, the librarian has been principally concerned with the book as a thing, as a material object, but from now on he must pay his attention to the book as a living function. He must become a policeman, a master of the raging book." (Ortega, the Spanish philosopher speaking to a group of librarians in 1934, which predated e-books, e-serials, and the entire menagerie of web resources)
  • "'You achieve success in your field when you don't know whether what you are doing is work or play.' (Warren Beatty) Our future cataloging leaders need to see the fun, the enjoyment and the satisfaction that can come from organizing the information. Having fun and even just playing around with ideas and projects, these bring about creative solutions and innovation, and certainly our future calls to her all the creativity that our profession can ask of her."

Matthew Beacom felt fortunate to start his career at Yale University Library with a large number of professionals who were generous with their time and knowledge, turning him into a cataloger, (he did not arrive there as a cataloger). The first thing he did in his talk was to thank the people who gave him the career he has had so far, and who gave him an environment in which to grow. "In an institution filled with colleagues who are generous, it was their time and their knowledge that gave me knowledge, support, and opportunity. And I find myself now in the room as one of those people who needs to be generous, to be the one who is willing to share his ideas, willing to look in someone who I don't know very well, and see the potential in that person, and try to think what opportunity I can provide to this person for him to grow.” When people who have come to him, he models his behavior on that of his own predecessors. He emphasizes that “it’s not just to pay back those who helped you, but you just need to start helping people.”

Before sharing her career experiences, Janet Swan Hill identifies a number of points for leadership development. To paraphrase her key points, the first one is, while we can not have control over everything, but if there is something over which you do have control and are capable of achieving, you should set your mind to it. The second point is to never tell yourself to sit down and shut up (instead speak up). Third, find yourself in a place where interesting people are working or interesting things are happening. You should also try to be with people who can put you into contact with useful people. Take advantage of these interesting things, and develop a wide circle of acquaintances. And more importantly, take interest in things that extend beyond a narrow specialization. Finally, you must be willing to speak up in public. Therefore, write, publish, and speak up are the keys to a successful career development.

A question and discussion session followed. Attendees asked the speakers for advice regarding a first professional position. Public librarians raised concern that they do not get the same support for professional development as is given to academic librarians. There were also discussions on maintaining balance between job responsibilities, professional activities, and personal interests, and on how to integrate all of these things (research, works and services) into one package. Speakers also shared their thoughts and experience in balancing family life and professional development while serving in a leadership role.


New Developments in Form/Genre Access

Where We are, Where We are Heading, and Where We Want to Be

Brian McCafferty, Wabash College

Three speakers addressed an SRO audience on the subject of form/genre headings, headings that indicate what things are rather than what they are about. Robert L. Maxwell, Brigham Young University, discussed broad issues concerning tagging and indexing of form/genre headings, the lack of authority records, and the complications in using MARC authorities for topical headings that are also used as form/genre headings. He discussed the many form/genre thesauri developed for special materials or areas of study, the lack of coordination among these thesauri, and the practice of using multiple thesauri as sources for form/genre headings. He then related form/genre headings to the FRBR model, illustrating in detail how form/genre headings apply to FRBR Group 1 entities.

Adam Schiff, University of Washington Libraries (UW), addressed practical considerations in implementing form/genre headings including indexing, cataloging policies, and authority records. The UW catalog has a separate and utilized index for form/genre headings and form subdivisions. Form/genre headings are accepted in most copy cataloging, but some categories of materials (artists’ books, audiobooks, newspapers, etc.) are handled in a separate workflow. LC authority records for topical headings are edited for use as form/genre authorities, and a limited number of form/genre thesauri have been adopted. Problems arise from the current inability to control incoming headings from copy cataloging, discrepancies among different thesauri, and protecting changes from the actions of authority vendor.

Geraldine Ostrove, Library of Congress, discussed form/genre activities at LC. The major project, known as the X55 Initiative, is focusing on headings for vocal music. Many existing topical music subject headings are form/genre headings. This project is examining existing authority records and the LC classification ranges for vocal music as the basis for creating form/genre authority records. New headings are being created where no related topical headings currently exist. LC’s Cataloging and Distribution Service hopes to distribute form/genre music headings by September 2007, and LC has committed funding and personnel to this project.

Find related presentation files can be found on the ALCTS website.


Digital Asset Management: Implications for Preservation

Joanna Burgess, Reed College (Portland, Oregon)

Three speakers examined key factors related to the preservation of digital assets, including specific strategies and best practices being implemented by their institutions and in the digital preservation community at large.

Janet Gertz, Director for Preservation, Columbia University, stressed the creation of a solid foundation for digitization projects, rooted in sound selection criteria, quality image capture standards, and well structured metadata. Tips included:

  • Assess the potential long term value of the resources being considered for digitization
  • Streamline efforts by selecting collections that have already been processed or cataloged
  • Do not cut corners with substandard scanning that will likely have to be redone
  • Leave ample time for creation of metadata, as well as quality control checks
  • Document choice points and decisions
  • Start small and leave yourself room to make mistakes and learn

Discussing preservation metadata for digital repositories, Robin Wendler, Metadata Analyst, Harvard University, emphasized the significance of timely and appropriate metadata for long term control over digital resources. Unlike descriptive metadata, most preservation metadata must be captured at the time of the object’s creation. An appropriate schema should be established. Consider implementing PREMIS (PREservation Metadata Implementation Strategies), a flexible, core preservation metadata element set. Digital preservation efforts should be machine automated for best feasibility.

Most importantly, accurate rendering of a digital object’s format is critical in providing access to the resource over time: two emerging tools that facilitate maintenance and sharing of such technical metadata are JSTOR/Harvard Object Validation Environment (JHOVE) for automating format validation, and the Global Digital Format Registry (GDFR), a collaborative environment that will facilitate sharing and accessing information about digital formats.

Lastly, Joseph JaJa, Professor of Electrical and Computer Engineering, University of Maryland, outlined a suite of tools that are being developed at his institution called Approach to Digital Archiving and Preservation Technology (ADAPT). These include the PAWN (Producer-Archive Workflow Network) application, which provides a framework for consistent packaging of data between content producers and harvesters, an Auditing Control Environment (ACE), and the FOCUS (FOrmat CUration Service) registry for information and services related to formats.


Mentoring for Success: You Can Do It. ALCTS Can Help

Lia Hemphill, Nova Southeastern University

Rhonda Maker, Rutgers University, moderated an exceptional program on the importance of mentoring. Her opening remarks started with the etymology of the word mentor. The word mentor can be traced back to a character from Homer’s Odyssey. The word mentor has come to mean a person who is willing to share his knowledge, and be a faithful and wise guide. Mentoring can be formal, or informal. The program speakers were Shoshanna Kaufmann, Queens College, and Priscilla Williams, University of Florida, who shared their mentoring experiences. The key points emphasized are that mentoring requires structure, a timetable and planning to succeed. Mentoring can be accomplished in person or remotely. The mentee is not only a student, but can also be a working professional or a tenure track faculty. The most critical component for a successful relationship is matching the mentee with an appropriate mentor.

Shoshanna Kaufmann designed a mentoring program to assist tenure track professionals as well as library science students.

Priscilla Williams discussed her mentoring experience as a member of the ALCTS CCS Committee for the Education, Training and Recruitment for Cataloging (CETRC) Mentoring Program. CETRC has a formal mentoring program to encourage professionals to consider cataloging as a career.

The presenters answered several questions about mentoring and encouraged all the attendees to become mentors.


Making E-Resource Infrastructure Work: Effective Metadata Exchange and Exposure

Anne Sleeman, ALCTS Paper Series Editor

Gary Ives, Coordinator of Electronic Resources, Texas A&M University Libraries, moderated this program sponsored by ALCTS SS and RUSA STARS. Speakers were Gary Coker, Director of Research & Development, MetaPress; Nettie Lagace, SFX Product Manager, ExLibris, Inc.; Darcy J. Dapra, Strategic Partner Manager, Google, Inc.; and Jill Emery, Head of Acquisitions, University of Texas Libraries.

Each vendor representative described how his/her company uses metadata to provide electronic resources (e-resources). MetaPress normalizes and validates metadata provided by publishers and creates full-text and access rights indexes. ExLibris, Inc. offers SFX, a link resolver that searches for patterns in metadata to create links. Google Scholar aims to provide a single place to find scholarly material by searching through metadata. Jill Emery provided a librarian’s perspective. She described the need for more administrative metadata to effectively manage e-resources.

Several trends in e-resources emerged as the speakers made their presentations. User behavior and expectations continue to change. Users were described as “information snacking.” Linking thus needs to be more granular, enabling users to spend less time searching for information. Users have a harvesting behavior; they do not read the full text online but rely on metadata to identify text to read later. Users have no brand loyalty—scholarly sources must compete with all the rest. Content indexing is being done by third party search engines. Publishers face the challenge of helping users keep track of the source of their “snack” of content. Users connect to the web to answer specific questions; they expect a simple user interface with results ranked within less than a second. This means a linking service becomes the vital element of a library’s electronic resources services. More metadata provides more data to link. New sources of metadata include the social web (folksonomies, ratings, reviews) and usage analytics (most popular, most cited).

There is a growing use of standards to create the metadata for this linking environment (e.g. NISO is working on expressing licensing terms in metadata). As this program demonstrates, there are many different players collaborating to make the links between e-resources that users expect.


Continuing Resources Cataloging Committee Update Forum

Brian Falato, University of South Florida

Three librarians answered questions that were preparing in advance on the topics of title-level versus article-level access for journals, library use of metadata from non-library suppliers, and the CONSER standard record for serials cataloging. The speakers were David Bade, Monographic Cataloger, University of Chicago; Diane Boehr, Director of Cataloging, National Library of Medicine; and Helen Heinrich, Cataloging Coordinator, California State University-Northridge.

Bade stated that title-level access is still important, particularly for more obscure serials, because it may be the only information available to assist researchers. Use of machine-generated metadata without human intervention presupposes that the data is always accurate, although this may not be true. His fear is that the CONSER standard record, while intended as a “floor” to which catalogers can add for their own individual catalogs, will be mandated as a “ceiling” by management, thus discouraging catalogers from adding anything to the standard record, even if needed.

Boehr argued that patrons are more interested in article-level information than title-level, and encouraged librarians to work with abstracting/indexing services to ensure the quality of article-level information that these services could provide. NLM receives article-level metadata in XML format from publishers for use in its Medline indexing service. She said quality standards are high, but corrections will not be made to metadata that is incorrect if it does not affect patron access. Boehr foresees the day when the CONSER standard record will not be seen as a separate entity, but rather the default standard for use in serials cataloging.

Heinrich believes that a fusion of title-level and article-level information is needed. She pointed to OCLC’s Common Data Format, and said federated searching of heterogeneous resources accomplishes some of what is needed now. Heinrich encouraged use of metadata from Serials Solutions or MarcIt, because it will provide at least minimal information on all the e-journal titles available through aggregators. She approved of the CONSER standard record for its less-cluttered, user-friendly look, but said its future is dependent on whether the journal-as-such endures and the importance of title-level access.


RDA Update Forum

Melissa DeFino, Rutgers University

Library of Congress’ Beacher Wiggins began the session with a broad overview of Resource Description and Access (RDA). He explained the Committee of Principles’ role as overseeing the Joint Steering Committee (JSC) for AACR2 and RDA.

Marjorie Bloss, RDA Project Manager, described RDA’s online functionality. Users will have the option to view content in three levels of detail: full, concise, or custom. They can also choose between various interfaces, such as “Search/Browse,” SmartSheet,” or “Step-by-Step.”

John Attig, ALA representative to the JSC, explained that RDA is “a metadata schema, an application profile, and a content standard like AACR.” It was based not only on AACR, but also on FRBR and FRAD. He presented an outline of RDA, noting that it is composed of two main parts: description and access, and access point control. RDA will also bring some significant rule changes. Most abbreviations will be eliminated. The rule of three will no longer affect the primary access point, and the compiler of a work will be acceptable as a primary access point.

Diane Hillmann, CC:DA Liaison for the Dublin Core Metadata Initiative (DCMI) reported on a meeting held in the British Library in London on April 30, 2007. The purpose of this meeting was to examine RDA in relation to other metadata standards. It was agreed that RDA and the DCMI should collaborate in the future.

The program closed with a question and answer session with the audience. Most questions reflected the audience’s concerns that RDA is not simplifying existing cataloging standards.

The speakers asked that the audience take a brief online survey at www.rdaonline.org. They also provided the Joint Steering Committee website.

To make a formal comment on RDA drafts within the U.S., John Attig provided a link to the CC:DA online comment form.


Collecting for Institutional Repositories: All the News that's Fit to Keep

E. Giltrud, Catholic University of America

This program articulated views from the perspective of three universities, which were early adopters of digital institutional repositories. While each approached the Who, the What, and the How from a different perspective, the content, format, depositors, copyright, and lessons learned were remarkably similar. Not a" build it and they will come project," marketing, promotion, "buy in" from faculty, visibility, serendipity, flexibility, and networking were key factors to success.

Susan Gibbons, Associate Dean, Public Services and Collection Development, University of Rochester (UR), discussed the lessons learned from their soft launch in early 2004 of UR Research using the open source D-Space. UR spent months of work crafting a framework of policies. "The What" became any "faculty supported content." "The Who" are teaching and research faculty, and their proxies, which includes librarians. "The How" relates to supported formats to ensure preservation. The copyright falls under the non-exclusive rights to distribute the works.

Jim Ottaviani, Coordinator of University of Michigan's Deep Blue Project, approached the repository with the University's pre-populated digital works. The broadest spectrum of scholarly works, computer programs, and "director's cut" are the accepted What. The Who, is broader in scope and adds administrative units. The How, relates to permanence and safe storage of deposited works. Buying back copyrights, they found that work was cited 25 percent more often when found in Google Scholar.

George Porter, EAS Librarian, Information Services (Library), Caltech, discussed the Collection of Open Digital Archives, (CODA) which uses a Knowledge Management perspective for their institutional Knowledge Management Data Warehouse. In the beginning, the Electronic Theses Database was the starting point. Adding "Grey Literature," the “faculty sponsored content" is a key component as is the non-exclusive right to preserve and distribute the work. Blended into the strategic objectives and the accreditation self study, CODA represents the scholarly communication of the community.

For the bibliography, please see Collection Development & Electronic Resources Committee.


Bringing Order to Chaos: Managing Metadata for Digital Collections

Brian McCafferty, Wabash College

Jane Greenberg, School of Information and Library Science, University of North Carolina- Chapel Hill, described DRIADE (Digital Repository of Information and Data for Evolution). DRIADE is addressing the need for aggregating metadata for data repositories serving evolutionary science. Both large and small data repositories exist in this interdisciplinary field containing data sets collected by individuals, over time, and often unique in structure. DRIADE will be a one-stop destination for data deposition and searching and to support acquisition, preservation and resource discovery and reuse. Most of the major journal publishers in this field will participate, and DRIADE will provide access to data for experiment replication, information exchange, and authentication.

Ann Caldwell, Brown University Library, described the development of project management software used to track digitization projects. This system allows for considerable granularity in assigning authorizations, permits tracking of projects through the digitization/metadata process, extends quality control efforts, and documents all aspects of digitization (project specs and ownership, equipment and software used, all actions related to an item by item, date, operator, etc). It will also enhance the Library’s ability to record and collect technical data.

Erin Stalberg, Head of Cataloging Services, University of Virginia (UVA), discussed the mainstreaming of metadata creation in the cataloging department. She emphasized that catalogers understand structured data from their experience with MARC and have extensive experience with workflow, training, and staffing issues. At UVA the goal is “one workflow,” but the reality is microworkflows even for some traditional materials. The key to successfully mainstreaming metadata creation is to recruit catalogers based on abilities and interest, designing training that relates to specific projects, and forming support groups for these catalogers that allow them to take charge, claim territory, and be perceived as experts.

M. Claire Stewart, Northwestern University, is project coordinator for digital projects. She described two projects using Fedora for managing digital content and technical and administrative, descriptive, and rights metadata. She illustrated how this system incorporates standards and tools such as JHOVE, METS, MODS, DC, MIX, and PREMIS to bundle data for individual projects. Issues raised by this approach include determining appropriate structures for all metadata, finding tools for efficient generation of metadata, the need to be able to maintain metadata directly in Fedora, and establish the trustworthiness of the Northwestern repository.


Saving Sound III: Identifying Endangered Recordings and Planning for the Preservation of Audio Collections

Karen Mokrkzycki, University of California - Santa Cruz

This was the final program in a series of audio preservation programs sponsored by the ALCTS Preservation and Reformatting Section (PARS). Tom Clareson, Program Director for New Initiatives at PALINET, introduced the panel:

  • George Blood, President, Safe Sound Archive
  • Joyce Ray, Associate Deputy Director for Library Services, Institute of Museum and Library Services (IMLS)
  • Tara Kennedy, Preservation Field Services Librarian, Yale University Libraries

The presentations addressed new technology, digital audio preservation issues and standards, new and continuing funding sources, and working with vendors. The audience received a CD containing all presentations from the entire series of programs (2005–2007), which is available from Safe Sound Archive (email georgeblood@safesoundarchive.com).

George Blood, Safe Sound Archive, reviewed the current state of audio preservation standards (outdated) and best practices (abundant), and highlighted the work of the European Broadcast Union for its development of the Broadcast Wave Format (.bwf) which will provide a body of useful experience for standards and best practices development. He presented in detail the characteristics, advantages, challenges and typical solutions for an audio Preservation Set which includes a Preservation Master, a Use and Access Copy, and a Web-Accessible Copy, noting that the Preservation Master is the most important copy to manage. For each copy of the set, selection of physical format, technical specifications, and rights, restrictions and infrastructure issues were addressed. In discussing selection of CD-ROM for the Use and Access Copy, due to its greater reliability for playback, the speaker noted that with a reasonable level of care, CD-ROMs may last between twenty-five to fifty years, with carrier obsolescence more likely to happen before format obsolescence and data deterioration. The question of how long an item may be played is critical. Blood noted that the preservation challenges are captured in the definitions recently drafted by the ALCTS PARS Working Group on Defining Digital Preservation: access to and accurate rendering of authenticated content over time “regardless of the challenges of media failure and technological change.” He indicated that digital makes migration a permanent way of life. In defining our preservation strategies, examining lifecycle cost over multiple migrations is important and institutions must assess their ability to support this. Blood noted that help is on the way: the Association for Recorded Sound Collections Technical Committee Transitional Repository Subcommittee is developing recommendations for best practices for digital preservation strategies that will reflect the nature of the source material, collection size, and institutional support for lifecycle management.

Digital Stewardship

Joyce Ray’s (IMLS) presentation was entitled “Digital Stewardship: Sound and Audiovisual Media.” She began by noting that the Heritage Health Index identified the existence of over 46 million sound recordings and more than 40 million moving images, with more than 50 percent of these in unknown or at-risk condition. She then provided a comprehensive overview of the IMLS response, a Conservation Initiative entitled “Connecting to Collections.” This initiative includes a National Conservation Summit on June 27-28, 2007, with representation from libraries, museums and archives from all fifty states, four conservation forums to take place in 2008 through June 2009 in various locations around the country, the development of a Conservation Bookshelf which libraries, museums and archives can apply to receive, and new Statewide Conservation Planning Grants with awards of up to $40,000. Other opportunities for IMLS funding include National Leadership Grants for Libraries and Museums, which include categories for Research and Demonstration Projects, projects in Building Digital Resources (both digitization and tools development), and Library and Museum Collaborations. Examples of projects with a digital preservation component were presented. These include the Florida Center for Library Automation (development of DAITSS software application for preservation repositories, freely available); Alabama Commission on Higher Education (State-based networked repository based on the LOCKSS model); University of California Santa Barbara (digitization of more than 6,00 wax cylinder recordings); University of Denver (development of a shared infrastructure for audio resources for the Collaborative Digitization Program); University of North Carolina at Chapel Hill (online access to digitally reformatted films and preservation of original films offline); and University of Illinois-Urbana Champaign (audio-visual self-assessment tool for preservation of and access to endangered recorded sound and moving image collections).

For the first time, collaborative planning grants of $30,000 are also available to enable project teams from more than one institution to work together to plan a collaborative project in any of the three categories. Guidelines for all grant programs are on the IMLS website. A good source of current information is the free IMLS online publication Primary Source.

Ray shared many important perspectives on digital stewardship which grew out of the WebWise 2007 conference “Stewardship in the Digital Age: Managing Museum and Library Collections for Preservation and Use.” Conference speakers noted the disappearance of analog processes and materials from the marketplace, and emphasized the need for continual migration, redundancy, active file management and making decisions at the outset for the long-term rather than the short-term. IMLS is working with NISO on the 3rd edition of the online publication “A Framework of Guidance for Building Good Digital Collections.” In summary, IMLS recognizes that preservation of digital content involves reformatting and storing in trusted digital repositories and that collaboration among institutions is essential to achieve economies of scale and benefits of shared expertise.

Working with Vendors to Save Sound

Tara Kennedy (Yale) led the audience through a review of audio conversion project preparations. Her presentation was entitled “Saving Sound: Working with Vendors.” Kennedy began by noting the Heritage Health Survey results that indicate that more than 40 percent of the nation’s sound recordings lack backup copies and are at risk of loss due to decay, disaster, or obsolescence. Her presentation included a review of things to know at the start of an audio conversion project, what to ask and expect with a Request For Information (RFI), and the questions and process for the Request for Proposal (RFP.) The following needs to be known before vendors are approached. Understand how a proposed audio project fits in with other library projects and initiatives, and be clear about the scope and purpose of the project, whether it is for preservation, access, broadcasting or a combination of these. Define expectations for the final product that are realistic for the age and quality of the original. Know what is on the recording and what you are willing to pay to digitize, do audio clean up, labeling, metadata and re-housing of the originals. What copyright and privacy issues exist for the material? How will the project be funded? Most importantly, do the institutional capabilities and resources exist to support digital audio? The RFI process allows for a clear description of the project to be presented and information requested from the vendor about their relevant experience, specific procedures, methods and equipment they will use, on-site security and transport of items, quality control, and costs for conversion, metadata creation and other processing for each file type created. Finally, the RFP uses information gained from the RFI responses to develop a request for a price quote based on a very specific project proposal and timeline. The RFP will, in addition, specify who the project liaison will be, how communication will be conducted during the project, and provide other very specific information such as how long the price quote will be valid in the event the project is delayed, staging of the project, etc. Kennedy described the benefits to be gained from staging the project work, and also recommended doing a pilot project with the selected vendor to measure work performance and ability to produce the desired product, and to assess the client vendor working relationship for the full project.


PVLR Open Forum: eBooks 2.0: Now Are We Ready?

Katharine Farrell, Princeton

Ann-Marie Breaux, Vice President, Academic Service Integration, YBP Library Services, plus Baker & Taylor and J. A. Majors, served as the forum moderator.

The panel speakers were:

  • Jeffrey Earnest, Assistant Director for Collections and Technical Services, National University
  • Michael Levine-Clark, Coordinator of Collections Management, University of Denver
  • Brian Weese, Director of Sales and Marketing, Island Press
  • Rich Rosy, Vice President, Business DevelopmentDevelopment–Far East, Ingram Digital Ventures
  • Leslie Lees, Vice President for Content Development, ebrary

The panel was asked to consider how e-books are distributed, how that fits with library workflows, and what kind of support services are needed to facilitate the adoption of e-books by libraries and users.

National University and e-books

Jeffrey Earnest opened the panel discussion with an overview of National University’s unusual profile. It is a newer institution, geared toward adult learners, most of whom already have full time employment. Seventy percent of the course offerings are online. National has been an early adopter of e-books, working with numerous providers, including niche publishers. Earnest discussed decision points in the process of acquiring e-books, including interface, access versus ownership models, and print plus online availability. He noted the challenges of dealing with many licenses, the issues of coordinating the availability of the electronic book, the delivery of a catalog record, and the library’s internal workflow in cataloging, acquisitions, and systems operations.

Individual e-books are selected much like print books, with additional consideration of the interface and access models factored into the decision. Earnest noted that ownership was their preferred model, but there are always concerns about perpetual access and whether the library can support access and delivery of content locally should a publisher cease trading. He stated that publisher packages of e-books are a good approach to acquiring content. He also pointed out the multiple interfaces represent a challenge in successful marketing to users.

e-books in Approval Plans

Michael Levine Clark discussed the potential for including e-books in approval plans. He described the University of Denver’s current approach as a hodgepodge of electronic reference materials, e-books from small providers, and retrospective collections such as Early English Books Online. The Colorado Alliance, in which University of Denver participates, is developing a shared purchase plan, designed to decrease duplication of monographs across the consortium. At present, this is focusing on print monographs, but the expectation is that this will extend to e-books. He noted that users are treating e-books as a discovery tool to lead them to the printed book. He hopes to see a mix of formats, but believes that a different pricing structure is needed; electronic is often as much, or more, than print. Publishers also tend to split their offerings among multiple providers. Publishers seem reluctant to commit to e-books, making backlist titles available, but delaying access to front list titles. He argues that early access to the front list will serve as a marketing tool and drive print sales.

Publishers are beginning to provide access to more front list titles, but there are still delays which have a negative impact on including e-books in approval plans. He believes that publishers need to consider e-books in the manner used for print books, and make them easily available through traditional library vendors. Notification of forthcoming titles needs to be available as it is for print. In conclusion, Levine Clark stated that it is possible to integrate e-books with print books in an approval plan, but there needs to be comprehensive coverage of the publishers and none of the major book vendors’ products are quite at that point.

e-books and the Revenue Stream

Brian Weese commented that librarians are ahead of publishers in thinking about e-books, and retailers are “the caboose.” A recent conference hosted by O-Reilly Publishers confirmed his sense that now is the time to move into e-books. Publishers do not really know how e-books are used; there are many models, but no clear direction, and lots of hand wringing as a result. Island Press is evaluating its relationship with e-book providers. The O’Reilly model of current content free on the web is driving users to purchase the print book is one with which they will experiment. The challenge is how to make content available electronically without disrupting the revenue stream. Another model is the bundling of print with electronic, but again, there is insufficient data to develop a coherent business model. Weese notes that there is lots of fear among publishers, but very little knowledge or hard data. In addressing the question of the disintegration of the book, he commented that publishers have not determined how to pay royalties at the chapter level. He mentioned the Caravan project, in which six nonprofit publishers are making multiple formats available simultaneously, went live in May 2007. At this time, it is too soon to gather any data from this project. Ingram is supporting the project and several more publishers have joined in. Each publisher is offering about five titles. The program is retailer based, but it is hard to imagine how this can succeed. He closed by characterizing the current situation as inertia: publishers cannot figure out what to do next.

Assessing the Status of the e-book

Rich Rosy summarized the growth of e-books over the past seven years, noting usage is up, but echoing Weese’s comment that he does not know how they are used. Rosy noted that publishers participating in the Google Book project believe it has increased print sales. He offered the example of the National Academy Press, whose content is free on the web, and available through NetLibrary, and still has strong print sales. He believes the rights issues are changing and chapter sales will be next. He agreed with Levine Clark that e-books need to be part of approval plans. The simultaneous availability of print and electronic is changing the workflow of book production. Increasingly, electronic is coming first, allowing publishers to move to a print on demand model. Publishers are beginning to make decisions about electronic earlier in the production cycle, and are beginning to include this in advertising. Platforms are another issue—are they too complex, and what is really needed? Usage has increased, but is being counted differently (at the page or chapter level). A lot of this change is being driven by libraries in response to patron needs. He believes the model for books will be different from journals in that print will continue to exist, and electronic will be supplemental.

Leslie Lees commented that answers to the questions about business models and usage are both contextual and transitional. Trial and error is possible in libraries where there is high tolerance for experimentation and change. Publishers are less tolerant of experimentation that may disrupt revenue, but clearly they are changing and making more front list titles available. There is still a lot of analysis that needs to be done. A survey sent to 2,500 libraries asking them consider business models and requirements for e-books generated a 20 percent response. Forty-five percent of the respondents indicated that key drivers in selecting e-books in order of importance are depth of the collection, price, currency of content, and access models. Responders found models confusing with too many options; the preferred models are either by subscription or purchase. Sixty percent of the responses indicate no duplication between print and electronic. Discovery is critical; publishers and libraries both need to acknowledge that web navigation extends beyond particular products or opacs and consider how best to integrate services.

A lively question period followed the panel presentations. October Ivins noted that publishers may need to pay provide their content on various platforms and this influences pricing. Weese responded that the Caravan project was trying to price all formats at nearly the same rate, but project funding makes this artificial. He noted that there are two important standards in the e-book equation: the reader and portability of content. Rosy pointed out that now PDF is the standard, but XML flows are becoming a new standard. Peter Allison noted the increased importance of table of content information for making print versus e-book purchase decisions, stating that NetLibrary no longer offers this metadata. Kim Stanley asked if subscription agents offered e-book collections. The general sense was not or not yet, but agreement that e-book collections are often much more like subscriptions than like print book purchases. Linda Brown reiterated the importance of front list titles and asked how e-books will affect the availability of print.

Rosy mentioned Lightening Source as an example of increasing print on demand access. Will Wakeling asked the panelists to speculate on pricing of e-books, noting that the constant space pressure on libraries and the desire for e-books as relief for this pressure could lead to premium pricing. Lees responded that the print model was clear, but e-book pricing is more diffuse. There are many unknowns, but Rosy stated that they are working with publishers to understand the price point.

There were more questions and comments to be made, but the allotted time was up and the chair closed the meeting noting that the next forum’s topic was suggested by the Janus Conference: What is the core?


ALCTS President’s Program: Ambient Findability: Librarians, Libraries and the Internet of Things

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

Peter Morville, President of the Semantic Studios and co-founder of Information Architecture Institute, spoke to a standing-room-only audience, which is quite impressive considering that the session competed with other ALA programs including one featuring Julie Andrews. In his welcoming remarks, Bruce Johnson, ALCTS President, quoted Robert F. Kennedy, “May we live in interesting times.”

Peter Morville opened his remarks with the statement “Information that’s hard to find will remain information that is hardly found.” Interestingly, the first edition of Morville’s book, Information Architecture for the World Wide Web, did not contain a definition of information architecture (IA). Later editions contained four definitions, but some people argue that the definition of IA is still not clear. Morville demonstrated several websites to illustrate different design styles. Using illustrations from Jesse James Garrett’s book, The Elements of User Experience, Morville explained the “underlying relationships among � various elements.”

Website designers should create experiences that are valuable, desirable, accessible, credible, findable, and usable. Usefulness is the most important element. According to Morville, “Users must be able to find our websites, find their way around our websites, and find information despite our websites.” The Google website is a good example of bubble-up technology. The number of hits affects relative placement of websites on a search results screen. The key is “location, location, location.” Morville used other websites to demonstrate other elements. He asked, “How do we break down walls for users who live in Google and don’t know about our databases? You can’t find our articles on Google.”

Getting on Board

Morville commented that we must transition from fear to enthusiasm for the openness of Web 2.0. We have one foot in the past and one in the future. The products we develop today may take six to eighteen months to be launched. Therefore, we are developing the legacy systems of tomorrow.

Ambient findability is the “ability to find anyone or anything from anywhere at anytime.” Perfect findability is unattainable. Compare today with the middle ages when books were chained to tables. Morville quoted Dilbert, “Information is gushing toward your brain like a fire hose aimed at a teacup.” In today’s information age, many people in developing countries are still starving for information.

Morville then discussed several new websites and devices available today, such as Microsoft’s Surface, Neighboroo.com, the Cisco wireless location appliance, RFID chips and other products utilizing global positioning, wireless technologies, mash-ups and social tagging. We must remember that one size does not fit all. Referring to Chris Anderson’s The Long Tail, Morville stated that we need to continue to explore algorithms, but we also need to explore best bets so our users can discover our resources.

In conclusion, Morville told the story of the three stone cutters. When asked what they were doing, the first one replied, “I am making a living.” The second replied, “I am doing the best job of stone cutting in the county.” The third one responded, “I am building a cathedral.” Libraries are cathedrals of knowledge that lift us up.

The ensuing question and answer period, as well as the size of the audience, indicates that this is a hot topic in today’s rapidly changing environment. Web 2.0 technology is ubiquitous and as librarians, we need to stay abreast of these changes and learn how to use them to the best advantage.


Technical Services 2.0: Using Social Software for Collaboration

Katharine Farrell, Princeton University Library

The ALCTS Acquisitions Section Technology Committee sponsored a panel discussion entitled “Technical Services 2.0” on Monday, June 25. Attendance at the session exceeded expectation, with an audience of 400. The panel, moderated by Rick Lugg of R2 Consulting, consisted of Matt Barnes, R2 Consulting (Eds. Note: Mr. Barnes was not employed by R2 Consulting at the time he was invited to participate on the panel), Beth Picknally Camden, University of Pennsylvania, and Elizabeth Winter, Georgia Institute of Technology.

Lugg set the frame for the panel with his opening remarks, noting that Wayne State University had just posted a position for a ‘blog and Wiki’ librarian, and citing an article in D-Lib Magazine about University of Washington’s initiative to imbed links to their content in Wikipedia articles. The Web 2.0 dynamic puts the consumer is in control. How does this extend to libraries?

Overview of Web 2.0/Library 2.0 Characteristics

Barnes opened the panel by providing a rapid fire overview of Web 2.0/Library 2.0 characteristics. At the Charleston Conference in November 2006, there was much talk about Web 2.0/Library 2.0, but everyone had a different definition of what that meant. Tim O’Reilly defines Web 2.0 as the move to the web as a platform on which you can build. Tim Berners-Lee holds that Web 2.0 is simply jargon. Barnes offered a long list of examples of Web 2.0 applications such as multi media sharing, social tagging, social book marking, blogs, including audio blogging, RSS syndication, and more, providing examples of each: YouTube, Technorati, Geotagging, NING. He cited O’Reilly’s rules for development of applications: build applications to harness web potential, knowing that things happen which can not be anticipated; do not treat software as an artifact, but as a process of engagement; open your data and services to use by others; think of applications not as client or server, but devices in between. He also referred to various virtual environments such as Second Life.

Barnes noted that Web 2.0 is a way to solve problems in light of an organization’s mission and goals, but there is no single or correct solution, only a state continuous beta. He cautioned attendees: Get ready for Web 3.0, the semantic web.

Library 2.0 and Tech Services

How does this relate to libraries? Library 2.0 is the initiative to make library space, both virtual and physical, more open to community needs. What does this mean on the technical services side of the library equation? There are a number of possibilities such as opening the online catalog to patron tagging and review, supporting social networking between staff and patrons, social book marking, using RSS feeds to push data to patrons’ devices. Systems, currently on different platforms, need to be unified to make access and activity seamless with the ease of use common to many commercial web applications. For example, is your AV collection as easy to access as YouTube? Can your patrons create mash-ups using data from your library or other people?

Penn State, Social Book Marking and Tagging

Following Barnes’ overview, Beth Picknally Camden discussed the University of Pennsylvania’s social book marking initiative called PennTags. It was developed locally using Ajax, Java scripts and wetware. There are currently about 900 users on the network. She noted that it differs from Flickr and other such sites since it is academic in focus. It allows users to tag articles, records in the online catalog, create annotations, and manage bibliographies. The genesis of Penn Tags was a request from a film studies professor seeking a better way for students to create annotated bibliographies. The team that developed the resulting application included a catalog librarian. Picknally Camden began to experiment with the program as a way of learning more about social bookmarking. She noted that realizing others could see what she was doing shaped her tagging behavior. She also pointed out that she found it interesting to see what others were marking and what they were reading. She has begun to use this as a kind of current awareness tool with staff, using tagging as a way to make others aware of trends she sees. PennTags includes an advanced bookmarking feature that allows users to annotate citations, which she has found useful as a way to remind herself or others of why she wanted to read a particular article or book.

Picknally Camden then described an ongoing project to catalog databases which uses tag clouds and annotations rather than a spreadsheet. It is more flexible and less static. She also mentioned plans for using tagging in their institutional repository. Twenty-four percent of the tags in the system are for records in the online catalog. As a result of this finding, the default display in the online catalog has been changed to include the subject headings. While tags are personal and may be meaningless to others, analysis of the tags indicates different levels of granularity. Catalogers provide subject heading for the whole book, but a user may want to tag at the chapter level. She used the example of the tag Hollywood, which in a subject heading simply indicates a place, being used to refer to the concept of commercial movie making. She posed the question of whether tagging could inform subject analysis and suggested the potential to bring out new aspects of a work, suggest cross references or updated terms—terms that are in general use long before they appear in a structure like the Library of Congress Subject Headings. She noted that there is not yet a critical mass of data or users in PennTags, and closed with a quote from David Weinberger to the effect that folksonomies will not change taxonomy.

Interdepartmental Library Communication by Wiki and Other 2.0 Tools

Elizabeth Winter discussed the Georgia Institute of Technology (GT) e-journals Wiki and ancillary applications that support e-resource management and communication between technical and public services. She began by talking about play versus productivity, noting that technical services staff are traditionally concerned with counting and producing and need to take more time to ‘play’. She listed the core competencies of Web 2.0 companies as control of unique data, trusting users as co-developers, harnessing collective intelligence and the development of lightweight interface models. These same directions drove the development of the Georgia Tech Toolkit. The motto is “throw it out there and see what sticks.”

The GT journals Wiki was developed in response to the problem of high volume activity and communication in a complex workflow environment. A group of staff identified a Wiki as a possible solution to allow users to share information, track progress, and reduce the burdensome volume of email. She trained staff in the techniques of editing a Wiki, using the management of the renewal process as a driver, and thereby provided collection development staff with information about activities of interest to them. Using the Wiki allowed staff to push email notifications, and share and track information on troubleshooting access problems with e-resources. One real benefit has been to build confidence among the staff in working with new technologies. GT is also using Google Spreadsheet in conjunction with the Wiki. This mash up of the two applications replaces a static spreadsheet and its associated versioning and permissions issues as a way of managing cancellation projects between collections staff and technical services staff.

Winter also described the use of instant messaging as a staff tool. A pilot was conducted with about thirty staff as a more efficient way to manage interdepartmental communication. Prior to rollout of the pilot, the team assembled an FAQ and provided basic training. At GT, they have also used a Wiki in acquisitions to collect and collaborate on documentation. They are using PM Wiki software, and the Wiki is password protected. There was a learning curve, but learning created a sense of ownership and satisfaction among the staff which ultimately resulted in greater productivity.

QA Follow-up

After the panel presentations, Lugg facilitated a question and answer session with the audience.

Questions and comments for Winter included: Why use Google spreadsheet over a shared folder on a network drive? There were issues of access using the network drive. Were there concerns about data security on an external server that might dictate the choice of wiki platform? She did not think that was an issue at this time. Zoe Stewart Marshall noted that she had referenced her presentation at the LITA Forum and had been misrepresented in Ms. Winter’s remarks. She stated that play had no expectation of result, which is quite different than experimentation with a known technology with the intent of developing a tool for staff use.

Questions and comments for Picknally Camden included: Are tags used in catalog records if there are no LC subject headings? The answer was “no.” Are there plans to map tags to subject headings? No, and that seems contrary to the nature of tagging. There is no substitute for controlled vocabulary. Tagging is more like a mob mentality. Lugg noted that a published comparison between Wikipedia and Encyclopedia Britannica seemed to confirm the notion of collective intelligence rather than mob mentality. Picknally Camden asked the audience if anyone was using collaborative tools to make connections between tags and controlled vocabulary.

Further questions about PennTags elicited the information that tags are permanent, but when users leave the institution they may no longer have access to their tags. Tags are a layer on top of the catalog and do not become part of the catalog record. It is not known if users actually borrow the titles they tag, and there has not been a real advertising campaign to make the capability known. PennTags seems to have the potential to develop as a reader’s advisor.

Lugg closed by thanking the panelists for their presentations.


SAGE Support Staff Travel Grant Recipient Reports

Within the record-breaking crowd of attendees at this year's Annual Conference were the 2007 SAGE Support Staff Travel Grant winners: Monica Claassen-Wilson, Julia Merkel, Audrey Pryce, Nancy Slate, LaShawn Wilson, and Siu Min Yu. The grants are designed to get deserving support staff to their first ALA Annual Conference, which is exactly what happened. The following reports speak volumes about the value of this award program and ALCTS' effect on the wider profession.

Monica Claassen-Wilson, University of Kansas Libraries

Monica Claassen-Wilson, University of Kansas Libraries

The 2007 ALA Annual Conference was far more than I had expected, and judging by the record attendance, was more than anyone had expected! I have a new understanding of the renewed sense of purpose our academic librarians bring with them upon returning from conferences like ALA.

On Friday, after checking in and walking around town long enough to get enormous blisters, I met with my SAGE mentor, Lia Hemphill. She sat and chatted with me for nearly an hour and a half about how to navigate the conference, particularly the exhibits, and offered some suggestions to consider regarding options for pursuing a library degree and the MLS job opportunities that might be available. I had come to ALA in search of information and with the goal of talking to librarians from all kinds of libraries in my quest to decide if I wanted to go to library school and pursue librarianship as a career.

Over the course of the conference, I attended sessions that included “Conquering Your Fears” (LSSIRT Empowerment Conference keynote); “Libraries 2.0” with Stephen Abrams and John Janes; and “Leadership by Opportunities Taken” with Maureen Sullivan. The leadership session was perhaps the most valuable session I attended, and a catalyst for many conversations about the role of library managers/leaders over the remainder of the weekend. I attended several product seminars in my role as program assistant for collection development, but much of my work in that capacity was done in the exhibit hall. One of my job responsibilities is to compile usage reports for our electronic resources. I had the opportunity to meet many of our product representatives in person as I talked with them about how they can improve their usage report systems. I also discovered that having the words “Collection Development” on my badge made me an excellent target for being pulled aside to hear the latest product pitch.

I was excited to meet the other SAGE winners at the awards ceremony, and was amazed to find out that one of the winners is friends with fellow college alumni of mine. In that moment, the academic world shrank by several degrees for me.

The highlight of the conference for me was the many conversations and discussions I had with library colleagues from all over the United States, as well as with colleagues from my own institution. I realized that this is a community of which I want to belong long-term, and to that end, I have decided to pursue a MLS. I will begin study in spring 2008. I am thankful to SAGE Publications, ALCTS, and the selection committee for this fantastic opportunity.

Julia Merkel, James Madison University

Julia Merkel, James Madison University

The ALA Annual Conference in Washington, D.C. was a wonderful whirlwind of activities, speakers, sights, sounds and camaraderie among colleagues. Preconference planning was greatly assisted by the itinerary planner which enabled me to put together a track of sessions concentrating primarily on preservation topics. A brief summary follows.

After starting out at the ALCTS 101 reception on Friday evening, Saturday began with the Curators and Conservators Discussion Group at 8:00 a.m. Donia Conn, Northwestern University led this lively discussion on decision-making and priority setting. It was particularly interesting to hear the range in programs from one-stop shops to larger operations from academic to commercial conservation labs. It felt like a mini-town hall meeting among peers. Several tips for managing workflow, equipment—even suggested reading were shared (Paul Banks and Roberta Pilette’s Preservation: Issues and Planning is now at the top of my list.) I was glad to hear a heads-up on the necessity for including a conservation budget line for IMLS digitization grants as well as the argument for retaining shadow edges in digital photographs for authentication and scholarly purposes.

The Physical Quality and Treatment Discussion Group met with Jeanne Drewes and Beatriz Hapso from the Library of Congress later that same morning. Drewes gave a presentation on new technologies in conservation such as IRENE (image reconstruction erase noise, etc.) which generates high resolution digital maps for sound media and haptic technology applications for conservation training. Hapso gave an overview of the high density storage unit being constructed for LC at Fort Meade. In a nutshell, the facility operates with a warehouse tracking system and enjoys extraordinary fire prevention planning, climate control and access. Although the facility is located several miles from the capitol, there is only a three hour turnaround for requests, and a book has yet to be misplaced on twenty-five miles of shelving!

While digital issues were raised at both of the morning sessions, an afternoon panel discussion delved into the subject with gusto. Janet Gertz, Director of Preservation at Columbia University, Robin Wendler, Metadata Analyst at Harvard, and Joseph Jaja, Professor of Electrical and Computer Engineering at Maryland, were the panelists. This was not a session for the faint of heart. Stewardship, long-term planning, retention plans, web interfaces�and the importance of META DATA (even meta data on metadata!) were covered. An attempt to summarize such a dense topic reads like this: start small, learn from mistakes, and be very, very selective in choosing digital projects.

As a conservation technician who came to the library field from a fine arts background, I feel very much like a novice in the field of digital preservation. However, I came away with a renewed sense of how technologies can aid rather than replace traditional preservation efforts. It was also very reassuring to hear colleagues speak to their own experiences—both good and bad. The conference was a terrific reminder of how collaborative the library culture is and just how lucky I am to be a part of it.

Audrey Pryce, Bank Street College of Education

Audrey Pryce, Bank Street College of Education

My first experience attending the American Library Association Annual Conference was fulfilling. Initially, I was a little overwhelmed by the sheer size of the conference and the multitude of librarians. There was so much knowledge concentrated in one tiny region of Washington, D.C. that I felt intimidated. Later that evening, I spent a little down time sharing experiences with a fellow SAGE Grant recipient, LaShawn Wilson from Auburn State University, and I started to relax.

The next day, I attended the Opening General Session with speaker Senator Bill W. Bradley. His speech was both humorous and inspiring. His main topic, “Face the truth and the answer will be self evident,” was thought provoking and motivated me to begin thinking about my current position as a library assistant and my future career as a librarian. How can I best serve patrons and encourage my colleagues to do the same? On Sunday I attended the ALCTS workshop on how to catalog assorted audiovisual materials, graphic novels, etc. I received some helpful information on how to handle the influx of newer genres in our library. I also felt a type of camaraderie with the librarians as they discussed issues and problems to which I could relate, and received some helpful pointers on how to resolve them.

My most valuable experience at the conference was being able to spend time with my colleague Lisa von Drasek who is the Children’s Librarian at Bank Street College. I appreciated the time that she spent introducing me to fellow librarians, children’s book authors and publishing representatives. She showed me how to network, or basically how to put out my hand and say, “Hi, my name is Audrey.”

During my visit to Washington, D.C., I was able to carve out a little sightseeing time on Sunday morning. I was able to visit the city’s historic U street district to see the African-American Civil War Memorial and have brunch at Poets and Busboys, a Langston Hughes themed café.

I want to thank my mentor Rhonda Marker, ACLTS and the SAGE Travel Grant Jury for selecting me to receive this grant and for being so welcoming at the ALA Conference. I encourage other technical service assistants to apply for grants offering this type of experience because they introduce you to the bigger picture of the library profession.

Nancy Slate, Mamie Doud Eisenhower Public Library

Nancy Slate, Mamie Doud Eisenhower Public Library

First off, I must say “What a once in a lifetime experience!” it was to be able to attend the ALA Annual Conference in Washington, D.C.! I started out with the ALCTS 101 gathering on Friday evening. This was the perfect way to meet fellow SAGE grant winners, the people on the ALCTS committee that awarded the grant, ALCTS Board members, etc. I received many helpful tips and hints about how to plan my daily itinerary of workshops and meetings. It was exactly what a “newbie” like me needed.

On Saturday, I started out by attending the ALCTS workshop “Informing the Future of MARC.” This gave me new insight into current trends in cataloging and how to make better use of commonly used fields in MARC records. Next, I was off to see the author, Patricia Cornwell and listen to her speak and answer questions. She is a personal favorite of mine.

On Saturday afternoon, I attended another ALCTS workshop “New Developments in Form/Genre Access.” I learned about indexing in various systems and the lack of consistent language for the Form/Genre 655 fields. I will put this to good use in cataloging of fiction items at my library. I spent the rest of the afternoon in the “Vendor Stacks” researching and gathering information on Library bookmobiles for my Director. I have never seen so many vendors in one place before. It was a “book lover’s paradise!” To cap off my Saturday, I attended the ALA general opening session and heard Bill Bradley give the keynote address.

I had reserved Sunday morning for some personal sightseeing in Washington, D.C. I had never been to D.C. before and had to see some of the monuments and memorials. I just walked, took pictures, and soaked up the historical atmosphere. In the afternoon, I was off to the ALCTS Awards Ceremony. I got to personally thank the SAGE Publications representatives who sponsored my award. I spent time getting to know the other award winners and my mentor, Sarah Morris, who had given me tips and hints through e-mail correspondence prior to arriving at the conference. Everyone made me feel so special!

On Monday morning, I attended what turned out to be my most inspiring session of the conference. It was the author series featuring Margaret Wright Edelman. She is so passionate in defending and protecting children’s rights. It made me realize what an important role my own library plays in starting children on the road to literacy and life long learning.

I will be sharing my experiences at ALA with my co-workers at our next staff meeting and also at the Colorado Library Association Annual Fall Conference.

Siu Min Yu, Rice University

Siu Min Yu, Rice University

First, I would like to thank ALCTS and SAGE for giving me the opportunity to attend the ALA Annual Conference. When I walked into the Washington Convention Center, I could feel the intensity of the Conference and the experiences of the next few days were wonderful, educational and enlightening.

Choosing between programs that I wanted to attend and those that I should attend was a challenging task. I attended “Informing the Future of MARC: An Empirical Approach” a program sponsored by ALCTS. MARC format has been a subject of discussion in the cataloging community for many years. With RDA due out next year and metadata being utilized to catalog many formats of library materials, this presentation led the cataloging community to re-examine library catalogs and its position with the landscape. Since I am a copy cataloger, naturally I want to know about the future of MARC, and as a MLS student, this presentation caused me to put more thought into which courses to take for in the future--advanced cataloging or metadata.

Since I am the president of the Southwest Chapter of Chinese American Librarian Association (CALA), I attended the CALA program “Librarians of the 21st Century: Developing Solutions to New Challenges at the Global, National and Local Levels.” I also attended the Board meeting for which I experienced the business side of an organization, rather than just taking in information and absorbing knowledge.

Among other programs that I attended, I gained the most insight from the program “Transforming Your Staff” which was sponsored by ALCTS. I learned from this program that as a support staff, I not only need to find ways to improve how I perform my work but also to keep one goal in mind: how the improvement would benefit my library.


Discussion and Interest Groups Report on Conference Activities

This report consists of abstracts of the activities of ALCTS discussion and interest groups that took place during the 2007 ALA Annual Meeting, June 22–27, in Washington, D.C., based on reports received by the editor as of August 1, 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)

Demands to improve a user’s experience with library catalogs has stimulated thinking about ways of storing and manipulating data to achieve more optimal results. Software providers are working to make the wishes of many library workers and users a reality. The LITA/ALCTS CCS Authority Control Interest Group panel at ALA Annual 2007 “Authority Control Meets Faceted Browse” included four speakers. The program introduced the history and theory of facet analysis (which in turn supports faceted browse), showcased commercial and open source software that use faceted approaches to information retrieval from online catalogs, and facilitated discussion on the relationship between structured authority data and this type of navigation.

Reading much of the current professional literature on library databases, one might expect any meeting between Authority Control and Faceted Browse to be confrontational. However, attendees of the Authority Control Interest Group program found that rather than coming out of their corners swinging, Authority Control and Faceted Browse walked on stage hand-in-hand. No engagement was announced but any good old-fashioned matchmaker would have left the meeting convinced this was the match of the century.

Kathyrn La Barre (Assistant Professor, Graduate School of Library & Information Science, University of Illinois at Urbana-Champaign) focused on the theory but reminded the audience that it was a theory that Ranganathan developed after he saw a need for it in practice in his own library with that library’s patrons. Basically, facets are based on properties, attributes, characteristics, functions, or concepts. For instance, facets related to buildings might include location, composition, purpose, style, date constructed, and associated persons. The facet analysis that follows for a particular resource might result in values such as rural, stone, eighteenth century, etc. Facets are not applied randomly to an item or concept. To improve access to materials, it is essential to have significant intellectual oversight of the database (i.e., authority control) to show interconnections and interrelationships of terms, items, and concepts. The use of facets on commercial websites began to be widely implemented in 2000, supported by companies such as Endeca, Siderean, and Aduiri.

Charley Pennell (Principal Cataloger for Metadata, NCSU Libraries, North Carolina State University) covered the good, the bad, and the specifics of NCSU’s implementation of Endeca, a change that has been well received by patrons and staff. The process uses metadata that is available in both the MARC bibliographic records and item records. The ability to pull data and re-order it exposed the need for more care and thoroughness in input and control over the actual data. Linkage between terms must be maintained to allow limiting within a term without losing context, and a massive clean-up of subject subdivisions was necessary to provide accurate displays. There is no authority control within Endeca itself, and it relies on the authority control provided within the online catalog.

Mary Charles Lasater (Authorities Coordinator, Vanderbilt University) focused on Vanderbilt’s project with Ex Libris to use PRIMO to search two library resources, the library catalog and the TV NEWS Archive, a non-MARC database of 750,000 records of television news segments dating back to 1968. Facets from both were demonstrated. Authority control issues were discussed in relation to how poor data control was exposed with the introduction of faceted browse.

Casey Bisson (Information Architect, Plymouth State University) brought a non-cataloger’s perspective to the discussion. He showcased Scriblio, a free and open source product that is still under development, as it has been applied to the Lamson Library website and catalog. Bisson demonstrated how data found in the MARC record is used in an easily searchable web-based format. Surprisingly, to some, Casey Bisson pointed out that leveraging the search experience with faceted and clustered terms is very dependent on good data management, commonly referred to as “Authority Control.”

In summary, it was agreed that the faceted browse and clustered displays are a useful enhancement to library databases and catalogs. Of equal importance is the fact that significant attention must be given to the categories of data input and maintenance so that the added access points of facets are accurate and useful. Each of the software products and projects described relied exclusively on the quality of the authority control present in the data. The closer we are to selecting the facet categories our users need for a given collection, followed by authority control of the data we apply, the greater the value that these displays will provide to our users.

All presentations are available on the LITA web site.

Automated Acquisitions/In-Process Control Systems Discussion Group

The meeting topic was “Are there Benefits to Managing e-books in ERMs and, if so, How Would Managing e-books in ERMs Change Library Receiving Workflows?” Marsha Garman, Discussion Group Vice-Chair/Chair Elect, served as moderator.

The panelists were:

  • Ted Fons, Senior Product Manager for Acquisitions, Innovative Interfaces Inc.
  • Peter McCracken, Co-founder and Director of Electronic Content Management, Serials Solutions
  • Kari Paulson, President, Ebook Library (EBL)
  • Christopher Warnock, CEO and CTO, ebrary
  • Angela Riggio, Head, Digital Collection Management, Digital Collection Services, UCLA Library and Steering Committee Member, Digital Library Federation Electronic Resource Management Initiative.

The panelists provided comments on their perspective on the topic. This was followed by a wide-ranging discussion amongst panelists, and between the panelists and meeting attendees.

Catalog Form and Function Interest Group

After a brief introduction of the officers and welcome to the twenty-five attendees, the meeting consisted of a sixty-minute managed discussion session and a twenty-minute business meeting. The discussion topics and a summary of the discussion follow.

"Who's Driving our Catalog?"

This topic explored how decisions about the public interface to the catalog are made in libraries. The following questions were raised: What roles do catalogers and others in the "collections and technical services" areas play in making and/or implementing these decisions? What is the impact of changes in how people view and access metadata have on cataloging practices?

Wanda Jazayeri, Chair, provided a discussion summary. Decision-making models vary, particularly with respect to size. One institution might employ a committee with representation from all library sectors, while in another library decisions are made by two people. Generally, the broader the representation, the more buy-in. In contrast, the smaller the number of decision makers, the faster the process. Some libraries have to make compromises with implementations for the good of consortia. Catalogers and other technical services staff have input at some places. The question was raised: Do we want more? The answer was “yes,” particularly so that search options make better use of available MARC data. The vendor is a primary driver of the catalog from the visual design to the underlying implementation of MARC fields. How well does the product provide search abilities that take advantage of the full range of MARC fields? Finally, to control costs, some institutions are moving towards utilization of the vendors’ “out of the box” public interface with minimal customization. Patrons are increasingly using keyword as the default search. Patrons also expect relevancy ranking. If patrons cannot build effective searches using metadata, they will not use it.

"It Came from Outer Space"

A look at the pros and cons of incorporating data from external commercial sources into our catalogs either as catalog records, or as separate data streams. The following questions were also considered: Are there data quality issues, or other concerns? Do our users need the link to Amazon?

Vice-Chair Laura Akerman provided a discussion summary. Although MARC records supplied by vendors may be "better than nothing," there are often quality problems that are costly to resolve. If they are “as is," they result in poor search ability. Some vendors are open to improvements and will work with libraries; some are not, and others have very restrictive contracts. All agreed there is a need for record sets for vendor products in OCLC, so that the library's complete holdings can be represented for ILL, OCLC web services accessed by users, or a WorldCat Local catalog. There were concerns about the quality of vendor records currently in OCLC, particularly Baker and Taylor and other "brief" acquisition records that do not follow content standards and are almost unusable. There are often quality problems with record sets for collections, regardless of availability in OCLC. Problems include: lack of subject headings; subjects identified as LC headings that are not actual LC headings or are too specific; non-standard subjects and other non-standard data in tags which cannot not be indexed or used in catalogs; publisher advertising blurbs in records; records for one manifestation provided for another without sufficient review/changes, (e.g., microform records used for electronic version with no change to OCLC control number); and records coded for a higher bibliographic level than they actually represent. The quality of information is also a concern regarding links to Amazon and other outside sources. Amazon's poor searching and need for authority control were mentioned, but users' desires for the service outweigh decisions regarding what to provide. At some institutions catalogers are usually involved in decisions about record set purchases or other "outside data.” When they are not involved in such decisions, it can be costly to the institution. We need to think about how we can be more proactive within our institutions and with vendors to achieve the quality our users need.

"Beyond Subject"

Explored how catalogs enable users to search or filter searches by "genre, form or type" or other aspects. The following questions were considered: Are improvements needed, and if so, how would they impact cataloging operations? Does MARC meet these needs?

Walt Walker, a member and a past chair, provided a discussion summary: The third small group discussed implementation of form/genre searches and/or filters in our catalogs. The Library of Congress has recently announced that they will begin to create form/genre authority records in September 2007. How to distinguish form/genre headings from subject headings, how to define the form/genre headings we use, and how to use LC’s form/genre authority records were discussed. One participant’s institution uses an Endeca based catalog that presents material types from the item records grouped into hierarchies and classes, along with form/genre headings, in facets. Faceted browsing can help the library catalog user locate materials in different forms, genres, and material types. Older records in the catalog may lack form/genre data coded correctly (i.e. 6xx $x for topical subdivision instead of 6xx $v for form subdivision) or not coded at all (the general material designator). Some form/genre headings are currently coded as 650 subject headings in our records and some are absent and may need record-by-record.

Business Meeting

The business meeting consisted of a discussion on the restructuring of the officers of the interest group to ensure continuity and the election of a new vice-chair and member-at-large. The leadership of the group will now consist of the chair, vice-chair/chair elect, and two members-at-large. The term of the members-at-large is one year. One member-at- large will generally be the past chair, and the other will be elected annually. The 2007–2008 officers are: Laura Akerman, Emory University, Chair; Charley Pennell, NCSU Libraries, Vice-chair/Chair-elect; Wanda Jazayeri, UCI Libraries, member-at-large; Stacy B. Baggett, East Carolina University Library. The business meeting concluded with a discussion of possible topics for future meetings.

Creative Ideas in Technical Services Discussion Group

Attendance was approximately thirty-three participants, which is below average for this discussion group. The drop in attendance was possibly the result of a number of ALCTS-related and other conflicts at the 1:30 time slot that was temporarily moved due to what we understood to be the mandatory no-conflict time for ALCTS. The group will return to the 4–6 pm timeslot for future meetings.

Of the ten tentatively proposed topics for breakout discussions, five were discussed, based on participant interest and volunteer availability:

  • Best practices for incorporating special projects into the regular workflow
  • Management/employee supervision and motivation issues in technical services
  • Collection development and technical services: how are they/can they/should they be coordinated?
  • Staffing and workflow changes as a result of the move from print to e-journals
  • Genre terms in MARC records.

Breakout discussions were facilitated and recorded by volunteers. The chair and vice-chair supplied facilitators with proposed discussion questions, but the interests of the participants directed discussions. Evaluation forms provided the chair and vice-chair with topics for future meetings and feedback from participants on the format of the group, which was largely positive.

The discussion group meeting was announced on several lists as well as the Annual Conference Wiki. In the past few years, all the volunteers for chair and vice-chair have had cataloging backgrounds. For this reason, we are particularly mindful of maintaining the group’s orientation as a forum for discussion between different segments of technical services. Meetings are announced on Serialist and AcqNet, and topics of interest that extended across traditional departmental boundaries are discussed.

Linda Lomker, Specialized Cataloging Section Leader at the University of Minnesota, is the new Chair. The new Vice-Chair/Chair-Elect is Mary Finn, Catalog Librarian at Virginia Tech.

Electronic Resources Interest Group

Chair Allene Hayes opened the meeting and recognized the vice-chair, and past chairs in attendance. The first order of business was to elect an incoming chair. Thanks to Jennifer Lang of Princeton University, there is now an ALCTS ERIG Blog. Presentations from the meeting will be posted to the ALCTS ERIG web page and the new blog.

The 2005 Midwinter Meeting focused on “Electronic Resources Management from the Field.” We discussed experiences from institutions that had purchased or were about to implement commercial Electronic Resource Management Systems (ERMS). The title of this meeting discussion was: “ERMS Continues: More on Standards and Systems.”

A program abstract follows: After the enthusiasm of acquiring a new electronic resource management system (ERMS) subsides, libraries are often overwhelmed by the extent of infrastructure adjustments and sheer manual keying that accompany the care and feeding of an ERM system. This program addresses some of the exciting merging standards from ONIX for Serials, ONIX for Licensing Terms, and the NISO Standardized Usage Statistics Harvesting Initiative (SUSHI) that could expedite the assimilation of information from content providers (via aggregators and PAMS) into a library’s electronic resource management system.

The speakers were:

  • Kathy Klemperer, Library and Information Systems Consulting in Acton, Massachusetts
  • Linda Miller, Library of Congress

Drawing on her experience in libraries, the subscription industry, and standards groups, Ms. Klemperer introduced the standards work, pointing out the types of library activities that can be facilitated with vigorous implementation of these new standards efforts.

Ms. Miller described current efforts to integrate an ERM into the suite of software serving the Library of Congress, discussing some of the challenges and pointing up areas of the system that can benefit from robust support for the new standards related to management of electronic resources.

The presentations were followed by thirty minutes of questions and further discussion. The Chair and Vice-Chair received feedback that the meeting was very timely, interesting and informative.

MARC Formats Discussion Group

Topic: “MARC 21 Format for Community Information: The Forgotten MARC Format?”

Helen E. Gbala gave a presentation on the MARC 21 Format for Community Information. While the format has not been adopted widely, Ms. Gbala identified two libraries that have made some use of the format. She described how the Gale Borden Public Library District in Elgin, Illinois uses the format. One use is a directory of local organizations and officials. The other use is an index to the local newspaper, with emphasis on obituaries and other data useful to persons doing genealogical research. The Gale Borden Library uses an Innovative Interfaces system. Although the use of the MARC 21 Format for Community Information at the Gale Borden Library reflects some non-standard applications of the format, it illustrates the potential use of the format in a library setting.

Ms. Gbala also described the use of the MARC 21 Format for Community Information at the Pasadena Public Library in California. The Pasadena Public Library uses format to provide a community directory of organizations in the Pasadena area. Pasadena Public Library uses a Horizon system from SirsiDynix. The community directory offers both a labeled display and a MARC display of the data in the community organization records.


Comments reflected on why this format has not been adopted more widely. Some of the reasons offered by discussion participants included: the amount of labor needed to establish and maintain entries in a community information database, and the fact that the World Wide Web has made it fairly easy for users to find information about an organization just by searching the web via Google, or other search interfaces.

Discussion participants felt the application would be more viable if community organizations could play a role in creating and maintain their entries in the community information database, or if libraries could ingest data about community organizations and create or update records in the MARC 21 community information database more seamlessly and efficiently. There were also comments that the ability to control names in the community information database would provide a valuable service.

Newspaper Discussion Group

Chair Sue Kellerman welcomed attendees, reviewed the agenda, and acknowledged the speakers for the meeting.

Historical Newspapers Database Product

Invited speaker Rod Gauvin, Senior Vice President of Historical Newspapers, ProQuest, provided an overview of the Historical Newspapers database product that was launched in 2001. Over 5.5 billion newspaper pages are stored in their microfilm vaults. The Historical Newspaper program’s focus is to make newspapers available electronically at the article level. The database offers full-text and full-image articles, along with full-page and article images available as downloadable PDFs. The ongoing program offers titles dating back to the eighteenth century. Titles include The New York Times, The Wall Street Journal, The Washington Post, The Christian Science Monitor, The Los Angeles Times, The Chicago Tribune, The Atlanta Constitution, The Boston Globe, and The Hartford Courant. It was noted that ProQuest is committed to microfilm and the preservation of its digital assets for the long term. ProQuest’s mission to provide on-line accessibility of newspaper content compliments the NEH/LC National Digital Newspaper Program. Gauvin also noted that ProQuest recently released its Civil War Era newspaper product, covering 1840-1865. The Civil War Era product includes eight titles from southern, northern and border states.

The United States Newspaper Program

Helen Aguera, Senior Program Officer, Division of Preservation and Access, National Endowment for the Humanities, offered remarks on the conclusion of the United States Newspaper Program (USNP), a twenty-plus-year program of funding to preserve newspapers. Funding for the program reached $55 million resulting in 70 million newspaper pages that were being converted to microfilm. All fifty states and United States territories participated in the Program. Currently, NEH is partnering with the Library of Congress to fund pilot and statewide projects for the National Digital Newspaper Program (NDNP).

With the 2007 cycle of funding, the NDNP date coverage was expanded to include 1880 to 1910. With the next funding cycle the date coverage will expand to 1880 through 1922.

Mark Sweeney, Library of Congress (LC), provided an update on the NDNP and the United States historical newspaper database, Chronicling America: Historic American Newspapers. LC’s role in the NDNP is to make historical newspaper content accessible for the long term, promote best practices, and to serve as an aggregator for the nation’s newspapers. Chronicling America, released in March 2007, provides basic level of access and delivery. Over 140,000 bibliographic records, associated local holdings records and newspaper page images from thirty-six titles representing 300,000 pages are now available. Sweeney reported that since the database has gone live, the site has had 50,000 hits. Earlier in June, LC released a version that featured new functions including a revised calendar, searchable title essays, a save search function, and improved page viewing.

Project updates were provided from the following attendees:

  • Henry Synder (California - NDNP) reported on his institution’s NDNP experience and other newspaper activities underway. He noted that over 200,000 pages are currently available online. It was also announced that UC- Riverside will host a celebration of its newspaper project activities in mid-October.
  • Becky Ryder (Kentucky - NDNP) provided an update on their progress to date. The University of Kentucky will be offering its film-to-digital workshop in Lexington on September 10. Announcements are forthcoming.
  • Errol Somay (The Library of Virginia - NDNP) shared his experience and provided an update on status of the project
  • Sue Kellerman (Pennsylvania - USNP) offered an update on their PA filming project and their local digitization projects at Penn State: the Pennsylvania Civil War Newspaper web resource and the Penn State student newspaper the Historical Daily Collegian site.

Future discussion topics for the DG culled from the attendees include:

  • Google’s mass digitization program
  • Selection and copyright issues, especially post-1923
  • Distributed and collaborative projects
  • How to preserve current published newspapers when publishers stop microfilming
  • What is our responsibility to preserve hard copy newspapers?
  • Librarians need to/should develop a dialogue with newspaper publishers and newspaper press associations to share concerns and challenges facing the changing environment of newspaper publishing and long-term preservation of digital assets.

Note: The group recommended that a panel of publishers, librarians and newspaper association representatives be assembled to discuss these issues at next year’s ALA Midwinter Meeting in Philadelphia.

New Business

Errol Somay from The Library of Virginia was unanimously elected as the new chair.

Pre-Order/Pre-Catalog Searching Discussion Group

This was a special "focus group" session devoted to considering new directions for the discussion group, which under its current name and description, has been described by participants as too limiting and attempts to address an activity within the technical services environment that is no longer compelling. The group had the following objectives:

  • to maintain the discussion group format versus an interest group, in order to provide for fluid and interactive sessions
  • to develop a mission that would extend across division interests, including acquisitions, collection development and cataloging.

The new group proposed a preliminary name of the "Workflow Efficiency Discussion Group" and has the following charge-in-progress:

Charge: To provide a forum to discuss and analyze techniques, new developments, problems and technological advances in the workflows associated with the evaluation, selection, acquisition and discovery of library materials and resources.

In addition, this group will continue as a non-section specific discussion group in order to provide an opportunity for conversations that are more fluid and interactive and less panel-driven. While a main topic may be emphasized, anyone may bring other issues within scope for consideration by the group.

Strategic Plan Fulfillment

The discussion group’s decision to modify its scope fulfills at best the following items:

Goal Area 3, Item 3: Provides opportunities to exchange information and share experiences. Attendees have expressed a desire that this group continue at ALA conferences in its own time slot, rather than merging with existing groups, or discontinued altogether.

Goal Area 5, Item 1: Develops an agile, flexible organizational structure to promote a dynamic environment. The group is responding to changing emphases within our information environment, in recognizing the limited range of the existing group and in identifying areas that could be addressed to a greater depth in our meetings.


The discussion group would like to submit the following recommendations to the ALCTS Board, or other bodies as appropriate:

  • Discontinue the Pre-Order Pre-Catalog Searching Discussion Group
  • Grant the Workflow Efficiency Discussion Group preliminary status as a division-level discussion group
  • Assign the preliminary group the same time slot at ALA as the Pre-Order/Pre-Catalog Searching Discussion Group (Mondays, 1:30-3:30 pm)

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

The meeting opened with introductions around the table, and attendees included eBooks 2.0 Open Forum organizers Ann-Marie Breaux (YBP) and Corey Seeman (Kresge Business Library, University of Michigan), as well as some new faces interested in PVLR issues. Final plans for the open forum at Annual 2007 were discussed. The discussion was then opened to topics for future forums. The topic for the next forum, “What is the ‘Core?’” suggested by Bob Nardini of Coutts, had been decided at the last meeting. Nardini and Amy McColl will soon begin selecting speakers for the next forum. There was also a discussion on the possibility of polling selected people from each area to determine if there is consensus regarding the definition of “core,” or if the concept is still relevant.

Anaheim Topics

Possible topics for the 2008 Annual Conference in Anaheim and beyond were discussed, including the previously discussed topics of “Branding/Marketing for Libraries, Publishers, and Vendors,” and “Patron Driven Acquisitions.” It was felt that both topics would still be of much interest to librarians, publishers, and vendors. The topic for Anaheim will be finalized at the Midwinter 2008 business meeting. There will also be a brainstorming session for Annual 2008 and beyond.

PVLR Open Forum

PVLR sponsored an Open Forum on Monday, June 25, 2007 morning with the title “eBooks 2.0: Now Are We Ready?” The turnout was once again good, despite the early hour and the fact that our forum was held at the same time as other “hot topic” programs. Forum planners Ann-Marie Breaux, Corey Seeman, and Amy McColl did a great job of getting the word out and lining up some very impressive speakers. Jeffrey Earnest, Assistant Director for Collections and Technical Services, National University, discussed National’s experience in acquiring large numbers of eBook packages, and offered advice based on that experience. Michael Levine-Clark, Coordinator of Collections Management, University of Denver, discussed librarians’ assumptions about acquiring eBooks, barriers that prevent them from being added to library collections, and solutions to ease the acquisition of eBooks.

  • Brian Weese, Director of Sales and Marketing, Island Press, discussed the fact that libraries are far ahead of publishers in considering eBooks. The technology exists, but there is still a lot of fear about pricing models and little knowledge regarding how eBooks are being used.
  • Rich Rosy, Vice President, Business Development–Far East, Ingram Digital Ventures, discussed the confusion caused by the various models and platforms offered by publishers and vendors. He feels that eBooks should be included in approval plans to enable integration into library collection development practices.

How are eBooks being used?

This is the next big question facing all parties. Leslie Lees, Vice President for Content Development, ebrary, presented the results of ebrary’s survey on eBook pricing models and usage. He agreed that eBooks need to be incorporated into approval plans, to be more visible to librarians who make collection development decisions, and noted that there is no real “front door” to provide viewing in one place for all eBook resources.

Ann-Marie Breaux did a wonderful job as panel moderator. There were many questions from the attendees after the panel, the presentations have been posted to the PVLR website.

A description of the forum and publicity flyer follows:

“eBooks 2.0: Now Are We Ready?” Many libraries experimented with eBooks when they first emerged in the late 1990s, and many of those experiments resulted in concerns about the quality of content, access restrictions, clunky interfaces, and low use by patrons. Are we finally ready to commit to eBooks now that the there are new models for access, pricing, and content? Are our users ready to incorporate eBooks into their research as widely they have incorporated e-journals? Listen to our panel of librarians, vendors, and publishers discuss how they have been integrating the re-emergence of eBooks into their collection development and business practices.

Scholarly Communications Interest Group

Peter Hirtle, Technology Strategist and Cornell University Library Intellectual Property Officer and Brent Allison, Director of Social Sciences and Professional Programs, University of Minnesota, discussed author rights, author addendums, and library programs on copyright.

Allison provided an overview of copyright-related activities in his library. He discussed e-reserves, activities of the library’s Copyright and Education Office, and the recently issued CIC author addendum that the faculty at the University of Minnesota are encouraged to use. Hirtle discussed author copyright addendums and his research on the various addendums.

The following group discussion addressed faculty’s acceptance and use of copyright addendums, various publishers’ copyright transfer policies, marketing strategies, tools to assist librarians and faculty in resolving copyright issues, university resolutions about faculty publishing and scholarly communications, and the NIH policy and submission process.

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

Michael Boock, the current Discussion Group chair, opened the meeting of approximately forty-five attendees. Roberta Winjum was nominated and elected the next chair of the Medium Heads Group for 2008.

Boock described the meeting agenda as an opportunity to learn about and make suggestions regarding plans for implementation of RDA. He introduced guest, Marjorie Bloss, who discussed issues of RDA. adoption and implementation, including up-to-date information about RDA. as well as the beginning plans for orientation and implementation.

Topics included:

  • Implementation schedule
  • How managers can get ready
  • Tools for learning RDA
  • Formats in which RDA will be available
  • What staff need to know in advance (FRBR, FRAD, etc.)
  • The effects of RDA on our online systems and vendors
  • The effects and interrelationships between RDA, the MARC format, Dublin Core and other metadata schemas.

A summary of the main points follows:

There are multiple reasons to replace AACR2. RDA will make library workflow and costs more efficient, is compatible with other formats, works with traditional print, and will create data that can be used in other metadata schemes that may harvested for our online catalogs.

The RDA group’s new name, as of April 2007, is Joint Steering Committee for Development of RDA. RDA will be divided into two parts:

  1. Description and Relationships (relation of work to those who created it, translations, adaptations, criticisms, etc.), and
  2. Access points and authority work.

Chapters will be organized by element, e.g. title or series, regardless of format. RDA focuses purely on content, not how it is displayed. Certain elements will be required if they exist, others will be optional. Heading formats will be similar to those prescribed in AACR2, and RDA records will be compatible with AACR2. RDA focuses on content, not encoding, but MARC might be modified as a result. A group is developing an RDA element vocabulary and application profile.

The initial release of RDA. will be online with tiered pricing. Some institutions will have the ability to edit it online, which will make revisions faster. A custom view will be available to limit to rules relevant for a specific person’s work.

There is a survey link to provide comments until July 15. The site includes a prototype of RDA Online to enable users to comment on how the online version works.

The first target release date is early 2009; day 1 is not the implementation date. The JSC wants to identify those to spearhead implementation, e.g. to see first what national libraries will do.

The following are steps that may be taken by interested individuals:

  • Become more familiar with FRBR
  • Review RDA drafts
  • Check the listserv RDA-L for comments
  • Look at the online version and comment
  • Compare RDA to AACR2
  • Think about what one needs to make the transition, share ideas
  • Talk to ILS vendors
  • Provide comments to the RDA implementation task force, which will form soon

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

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

Cataloging and Metadata Initiatives

Members of the group and invited guests provided updates on a number of initiatives in this area.

  • Bob Wolven, Columbia, and Chris Cole, National Agricultural Library, reported on the two meetings held by the Library of Congress Working Group on the Future of Bibliographic Control, noting that the final planned meeting to gather testimony would be held at LC on July 9 and 10.
  • Guest John Attig, Penn State, current ALA representative to the Joint Steering Committee, provided an update on RDA and the outcomes of the recent meeting at the British Library.
  • Robert Keift, Haverford College, whose Rich Cat project is sponsored by the group, was invited to provide a review of progress to date.
  • Michael Norman, University of Illinois at Urbana Champaign, provided an update on the work of the Automating Metadata Generation Task Force.
  • Group members Bob Wolven and John Riemer led discussion of de-coupling the user interface from backend systems, and the effect of this trend on the work of technical services was considered. Wolven provided a brief update on the Digital Library Federation (DLF) plan to create a working group on the model of the ERMI Working Group to develop requirements for de-coupling the array of current services as a first step. The report of this group, which will be chaired by John Ockerbloom, Penn State, is due to the DLF in December 2007.

The final agenda topic was a general discussion of different models for managing e-resource workflow. Group members described the intent behind decisions to integrate this work into regular technical services functions, or to create specialized units at their institutions to support this work. The discussion also considered the place of e-resource management systems in the workflow.

The chair elect called for agenda topics for the 2008 Midwinter Meeting, and the group provided a short list which will be refined in the coming months.

The chair thanked the discussion leaders and adjourned the meeting.


Acquisitions Section (AS) Discussion & Interest Groups

Acquisitions Managers and Vendors Interest Group

Steve Bosch, Materials Budget and Procurement Librarian, University of Arizona, served as moderator for a panel discussion on e-books. The panel consisted of:

  • James Gray, President/CEO, Ingram Digital Group and MyiLibrary
  • Kari Paulson, President, E-Book Library (EBL)
  • Olaf Ernst, Director, E-Content Development, Springer Publishing
  • Nader Qaimari, Senior Director, Gale Virtual Reference Library
  • Chris Thorpe, CEO, Knovel Corporation

About eighty people attended the meeting. Bosch explained that the University of Arizona has tried many e-book models and described a general picture of the market: collections or individual titles can be purchased or accessed by subscription, and there are pay-per-view and rental programs. In the future, there may be capability for rental or purchase of chapters or snippets. Bibliographic records in the online catalog are the traditional path of discovery, and librarians request MARC records from vendors. There are also aggregated databases such as the Springer collections. Locating titles through browsers is important since all users do not begin their searches in the library catalog. Usage statistics are improving, but are not as mature for e-books as other resources. Circulation rates at the University of Arizona are at 50 percent of available e-books. The benefits of e-books to libraries are ease of use, broader access, searching inside the text, and space savings. Detractors or barriers include pricing problems (150 percent to 200 percent of retail), the chicken and egg problem of lack of content and lack of use (that is, more content would result in more use and vice versa), proprietary readers cannot be used across desired equipment (such as PDAs), counter-intuitive interfaces, and Digital Rights Management (DRM) issues that result in frustrations, such as having to print page by page. Librarians desire discovery through web browsers as well as the catalog, use on familiar platforms, linking (lateral movement from content to content, whereas right now we still have the equivalent of print put into digital form), and lower pricing because publishers could use libraries to penetrate a larger market.

Olaf Ernst agreed with the need to make e-books easy to use and attractive to users. Usage is more visible with e-books than with print. Researchers are more concerned with trustworthy content to meet their needs whether the format is a book or a journal.

e-books and Engineers

Chris Thorpe followed that line of thought by explaining that Knovel’s vision is to satisfy the reference information needs of practicing engineers and some of the content happens to be in e-book format. When searching for the term “pump” in Knovel, it will be a niche-oriented search that will not produce results that include women’s shoes. Knovel’s business is about 75 percent in the corporate marketplace and 25 percent academic. Research libraries are important customers so Knovel delivers MARC records, but echoed Olaf’s feeling that it is all about usage. Knovel knows their users are using Google not Yahoo or Ask Jeeves, and wants to utilize that knowledge.

Marketing Format Choice

James Gray of Ingram Digital Group and MyiLibrary (an aggregated e-book platform) noted that the market is evolving rapidly, Google is raising awareness of retrieval, and there are innovative publishers like Springer while other publishers are now realizing the need to offer format choice. There is a need for standards to facilitate resource discovery, and then there can be a move toward more utilization of content such as inputting notes and sharing. Gray thinks pricing issues will come under pressure, and called Springer’s offer “phenomenal.” His other thoughts included: aggregation is an important part of how the market will evolve, federated searching is not yet what we need it to be, MARC records are a poor form of discovery, and we will look for solutions for archiving. Gray encouraged the audience to share any great ideas since “we are writing the rules as we go.” He also noted the need to integrate with an efficient acquisitions process since vendors struggle with getting thousands of publishers to negotiate contracts.

Acquisitions Workflow and Patron Needs

Kari Paulson of E-books Library (EBL) discussed workflow in libraries where selectors desire title-by-title purchases but lack time to. There is a move away from databases to individual titles in the collection. Paulson echoed Bosch, stating that we are not yet taking advantage of using books at a chapter level. He stated that when content is available, patrons will use it, and we will then achieve a critical mass. She noted that there is less delay on accessing the content with e-books, and usage exceeds expectations in cases where EBL’s catalog is loaded into the library catalog. Aggregation makes less correlation with usage and it is difficult to divide up payments to authors and publishers in an aggregated model. Regarding DRM, we do need to make it easier on users. EBL partners with traditional suppliers like Blackwell’s Book Services and Yankee Book Peddler so that it is possible to do approval plans and make things simpler for librarians. Demand-driven acquisitions and just-in-time delivery, can now work, shifting the paradigm of buying up front. Paulson said that we have “hit a tipping point” because we are hearing that patrons are confused when they do not find the e-book in libraries that offer some e-books.

e-reference books: Just the Content, Please

Nader Qaimari discussed use of books for information rather than the books that are read cover-to-cover, and indicated that Gale’s focus on reference was suited to a database-like format. Other platforms do not meet the needs of reference use because it is desirable to have both HTML and PDF. Gale’s offerings have expanded to include forty partners so that it is not solely content from Gale. Elsevier signed an agreement with Gale on June 23, 2007. Qaimari remarked that the “Google issue” is one that needs to be faced since everyone uses it and cited Gale’s Access My Library initiative to make periodical and reference content available through search engine crawling as great advocacy for libraries. Qaimari also noted a need to minimize emphasis on platforms since users do not want to navigate different platforms and want to do more than just view the content.

During the question and answer session, an attendee agreed that the tipping point has been reached, and DRM will eventually be overcome. However, libraries are concerned about losing resource sharing with e-books. James Gray responded that publishers set the DRM and with a $31 billion market, mostly through sources such as Barnes & Noble, and the library market is a very small share and could not cover the revenue loss through the bookshops. When an attendee asked if the music industry might lead the way regarding DRM, Gray responded that publishers want to avoid the issue plaguing the music industry, and there will not be a single provider as is the Apple scenario for music. Ernst (Springer) said that selling unprotected PDFs would be a huge step requiring internal discussion, but that the lesson from the music industry is “if you want people to use it, you have to make it easy.”

Another attendee asked about lateral linking and why it had not taken off with books yet as with journals. Paulson noted that since publishers do not provide content with linking, this would require lots of expensive manipulation which in turn would increase the cost of the books. The starting point is still print, which is being converted to digital instead of starting digital. Thorpe noted that in the journal market, users want linking to see what others are doing and publishers accommodate them. He added that standards are necessary to meet the user needs. Gray added that Oxford University Press and Springer are asking authors to write book/chapter abstracts, and author-supplied metadata can help. Aggregators cannot afford to do it downstream because libraries do not want to pay for it. MARC records are not good for chapter-level linking right now (which reinforced Thorpe’s comment on the need for standards).

Gifts and Exchanges Discussion Group

All present introduced themselves. The following topics of interest to attendees were discussed.

  • There was an update on large gifts processing workflow/regulations. This was an action item and the Chair agreed to send the related e-mail message to all in attendance.
  • There was a review of processing: who does what, such as acquisitions versus collection management. The discussion included downplaying gifts in an environment of increasing numbers of retiring faculty.
  • Other discussion topics: Are contracts with resale services (e.g., Better World Books) really necessary? Gifts backlogs and discards; Decreasing book sales; Disposal of items by making them free for the taking in libraries; The administrative organization of gifts runs the full spectrum of all acquisitions to all collection development, and hybrids in between, even within the tiny sample of those at this meeting.


Cataloging and Classification Section (CCS) Discussion & Interest Groups

ALCTS CCS/MAGERT Discussion Group for Cataloging Cartographic Resources

Susan Moore is the new chair, and will commence her tour of duty with the Midwinter meeting in January 2008.

There was an update on the preconference “Rare, Antiquarian, or Just Plain Old: Cataloging Pre-Twentieth Century Cartographic Resources.” The instructors of the preconference received excellent reviews. Many of the preconference attendees suggested that the instructors provide an open forum to continue the discussion on cataloging antiquarian materials. It was suggested that they create a listserv for cataloging pre-twentieth century cartographic resources.

A discussion on core level records versus minimal level records generated ideas for a library requesting information on the best method to catalog a collection in a timely manner. A review the core level requirements and standards was suggested.

There was also a discussion of form/genre, specifically using the 653 field in map and atlas records to add uncontrolled vocabulary topics as the form/genre. Several libraries disagreed with the usage of this field for that purpose. It may confuse patrons and/or catalogers as to which terms to add for which topic.

Lastly, there was a discussion on input standards for the 007 and the 052 fields, and our recommendations to OCLC and MARC standards for 007. The general consensus of the group was to recommend to OCLC to change their standard for the map and globe 007s from “Optional” to “Required” if Applicable.

Catalog Management Discussion Group

Christine DeZelar-Tiedman, Archives and Special Collections Catalog Librarian, University of Minnesota (UM) Libraries discussed UM's series practice following the Library of Congress’ change in series treatment. UM had traced all series for many years. In order to gather more information on the usefulness of series authority control for access, they consulted with peers in other institutions and with public services staff, and sent queries to various listservs. They also examined the number of series authority records they created every month (about ten). That number would no doubt increase. Since that was not an overwhelming number, they decided to continue tracing all series and will track any increases. They will also revisit their decision every six months.

Outsourcing and Vendor Records

Magda El-Sherbini, Head, Cataloging Department, Ohio State University Libraries, discussed the impact of outsourcing and the use of vendor records on catalog management. Outsourcing impacts three areas:

  • Preparation for contracting and its impact
  • Contract management
  • Results
    • Resolving backlog issues by combining in-house processing and contracting
    • The process demonstrated more creative ways to deal with the cataloging of other materials such as CJK
    • Flexibility in cataloging and staffing was learned
    • Experience enabled them to serve as a contractor for other libraries.
    • They learned to contract as a contractor.
    • Their visibility was enhanced.
    • Contracting is a learning process.
    • Knowledge is power. Now we act like contractors.

Contracting was very beneficial and educational. It achieved what the library could not do in fifty years. It showed them how to shift cataloging from professional librarians to paraprofessionals and student assistants.

It helped to explore options in catalog management. The experience helped her department to expand and work for other units in the system, such as the law library. On the management side, it created a need to train librarians how to manage contracts.

Catalog Management and e-books

Ann O'Bryan, Associate Librarian, Head, Bibliographic and Metadata Services, University Library, Indiana University-Purdue University, Indianapolis discussed the impact of a large e-book purchase, such as NetLibrary, on catalog management

Ms. O’Bryan gave a brief overview of the issues and problems, and presented four questions for discussion:

  • Who (catalogers or systems staff) is loading the records?
  • What kinds of quality control mechanisms are needed?
  • How can we work with ebook vendors to get records we need with as little human intervention as possible?
  • What are the authority control outsourcing options?

Cataloging and Classification Research Discussion Group

The ALCTS CCS Cataloging & Classification Research Discussion Group meeting was very fortunate to have Sylvia D. Hall-Ellis, Associate Professor, Library and Information Science Program from the University of Denver discuss her research topic “Puzzles, Problems, and Predicaments: Research Applications for Cataloging.”

The following quote illustrates the focus of Ellis’ presentation:

Research as a powerful tool for catalogers to examine problems and investigate challenges that affect workflow, service delivery, and leadership development; research methodologies and their applications in the cataloging department and library workplaces; research strategies as organizational development and measurement tools; and also outlined how and why structured investigations are vital components of communication and leadership in today’s cataloging environment.

The topic was timely and provided attendees a wealth of ideas for research in cataloging. Approximately thirty attendees actively participated in the question and answer portion of the meeting.

CCRDG continued the evaluation process as a way to improve meetings and discussions and to receive feedback on descriptions of potential research taking place in the profession.

Cataloging Norms Discussion Group

Co-chair Dr. Susan Matveyeva introduced the session's topic "Changing Workflows of Catalogers Working with MARC and Non-MARC Metadata” and welcomed incoming officers Tatiana Barr, Yale University, and Lihong Zhu, Washington State University (co-chairs), Birdie McLennan, University of Vermont, and Adrienne Aluzzo, Wayne State University (vice-chairs). Co-Chair Jennifer Lang introduced the speakers. Over sixty people attended the program.

Designing Workflows That Meet Local Needs

Jackie Shieh, Senior Associate Librarian, Data Loads and Development (Harlan Hatcher Graduate Library, University of Michigan) presented "Designing Workflows that Meet Local Needs: Two Case Studies," and compared cataloging workflows of the University of Virginia and University of Michigan. The starting point at the University of Virginia was TEI-header metadata, which was converted to MARC. University of Michigan's staring point was MARC records, which were converted to various project-based metadata formats, such as BibClass, Dublin Core, DC for OAI-PMH, MODS, etc. In both cases, an original cataloger was responsible for creation and conversion of records as well as for communication to System Administrator of specific Perl module needs regarding record conversion.

Integrating Non-MARC Metadata into the Tech Services Workflow

Melanie Feltner-Reichert, Metadata Librarian and Assistant Professor, and Marielle Veve, Catalog Librarian and Assistant Professor (both are from the University of Tennessee Hodges Library) in their presentation "Integrating Non-MARC Metadata into the Workflow of a Traditional Technical Services Department: Perspectives from Librarians at the University of Tennessee Technical Services and Digital Access Team" explored their recent experience of adding the creation of Metadata Object Description Schema (MODS) records to the traditional duties of technical services librarians and support staff at the University of Tennessee Hodges Library. The presenters discussed their local process of integration, lessons learned from the early stages of implementation, and the surprising modifications to workflow that emerged from the practice.

Developing an Open Catalog Platform

In the final presentation "Building Library 1.1," Charley Pennell, Principal Cataloger for Metadata, Metadata and Cataloging, and Kristin Antelman, Associate Director for the Digital Library (both are from North Carolina State University) shared their experience of development of an open catalog platform by creating a web services layer to support features such as RSS and integrating structured data from outside of the ILS. The development began with classification and geographical hierarchies, and potentially might be extending to chronological hierarchies, FRBR "work-level" records, and academic discipline-related vocabularies. These efforts pointed to the need for access to additional data that was outside the local machine environment. Presenters looked at some of these data sources and addressed the obstacles that still need to be overcome before library catalogs, and librarians, will be able to fully join the broader Web 2.0 discovery environment.

Revised Charge

The existing CNDG charge concentrated on production norms of original catalogers. In the current situation, when even basic cataloging norms became questionable, the focus of the group's interest shifted toward the exploration of definition, typology, and dynamics of cataloging norms. In the CNDG Charge Review, the group requested the revision of the charge and submitted the proposal for the revised charge to the CCS Policy and Planning Committee. The group worked with PPC Coordinator Tina Shrader on the text. Diane Baden presented the revised version to the CCS Executive Committee. After discussion, the Committee made suggestions and approved a proposal as following: "To offer a forum for the exploration, communication, and exchange of ideas and best practices on the dynamics of cataloging/metadata norms and workflows in the hybrid environment." The revised charge will be posted to the group’s website.

Copy Cataloging Discussion Group

The meeting began with a brief business meeting. A short discussion of the day/time for Midwinter’s meeting followed, in which it was noted that CCDG will return to its usual 10 am Monday timeslot. Judy Mansfield, Library of Congress, gave a short LC cataloging update. The program, revolving around workflow changes in copy cataloging, as presented by Bruce Evans, Baylor University, and Magda el-Sherbini, The Ohio State University. Questions and discussion followed, and the group adjourned shortly before 10 am.

Heads of Cataloging Discussion Group

There was a panel discussion with various types of libraries represented. The topic examined whether level of cataloging and format of material influence of the level of personnel assigned to perform the work. If so, how? Do the answers to these questions vary by type of library?

Rebecca Mugridge, Head, Cataloging and Metadata Services, Penn State University Libraries, addressed the topic from the academic library perspective. Mugridge discussed how the grading system in her library influences duties, with professional librarians being given increased responsibility. She indicated that the level of cataloging and type of format cataloged influences the level of personnel assigned to perform the work. The size of the library staff also provides flexibility in diversifying assignments.

Sarah Simpson, Technical Services Librarian, Tulsa City County (OK) Public Library, represented the public library perspective. Her major responsibility is to determine who does what in the cataloging department. Simpson noted that cross training in cataloging of different types of materials is therefore a must to keep up with intended production level. Other types of changes such as LC treatment of series reduces the “usefulness” of LC records and slows down the cataloging process. The public library is considering various options to remedy the lack of qualified staff to perform these more complex tasks. Outsourcing cataloging (particularly foreign languages), in addition to aggressive cross training of existing staff and workflow changes to allow one person catalog an item from a beginning to an end, are being considered. These changes bring forward a whole slew of staff reclassification issues and salary adjustments, plus time needed for training that at least temporarily slows the cataloging production.

Lowell Ashley, Head, Original Cataloging Section, Cataloging Services Department, Smithsonian Institution Libraries, indicated that there is a distinct correlation between level of cataloging staff and formats cataloged. The Smithsonian staff are divided into the Cataloging Management Section (CMS) with four high- level staff, and two lower- level catalogers, and the Original Cataloging Section, consisting of eight and a half professional catalogers. CMS performs 65 percent of all cataloging activities, versus 9-14 percent original cataloging done by OCS. Only 10-11 percent of records come through PromptCat. His advice is to increase amount of books purchased versus gift books, and/or to employ contract catalogers to handle the more time consuming cataloging of older materials.

Beacher Wiggins, Director for Acquisitions and Bibliographic Control, Library of Congress, discussed personnel reorganization at the Library of Congress (LC). The shortage of catalogers has prompted LC management to revise responsibilities of existing librarian and technician personnel. Wiggins indicated that the goal of this “revolution” is to obtain an “optimal outcome with optimal output of staff redeployment.” The change will be to merge Cataloging with Acquisitions to harvest already existing foreign language expertise among LC staff members, and to reach the better ration of staff to supervisors and to work being performed. Job descriptions will be revised to include acquisitions and metadata components alongside with collection development activities and consultation, training and mentoring (when applicable).


In short, the librarians will be required to independently acquire materials from assigned countries and catalog them using their subject expertise. Technicians will be required to do copy cataloging and perform online searching and material processing. The long-term goal is to have them provide all descriptive cataloging that in turn calls for more foreign language expertise on the technicians’ part.

LC’s cataloging organizational chart will be simplified by collapsing fourteen existing divisions into ten units that will have 600-plus combined acquisitions/cataloging staff. The reorganization’s catch phrase is “one does as much to an item as one is able to do then passes it on to the other specialist.”

Results of 2007 Survey on Level of Cataloging versus Level of Personnel

Robert Ellett conducted a survey of cataloging managers. Most of the 275 respondents were from academic libraries (58 percent) with 28 percent from public libraries, 10 percent from special libraries including federal libraries and the remaining 10 percent from school libraries, vendors, and library consortia. The major preliminary finding of this survey was that professional librarians handled records lacking subject analysis such as classification numbers and support staff handled subject headings while records with these elements.

A lively discussion followed. Some audience members expressed the sentiment about the lack of correlation between cataloging level and salary level and the fact that there were too few responses in the survey from public libraries.

There were questions regarding LC’s reorganization. The questions included:

  • How is LC handling the fact that materials will be passed from one person to another during the cataloging process? Answer: In most cases, one-two people in one physical location will handle them.
  • How will redistribution of responsibilities impact staff GS classification? Answer: This is a union issue. Reorganization will enable better utilization of skills and language proficiencies; employees will be surveyed regarding existing expertise.
  • Do you anticipate any negative effects from the reorganization? Answer: A big drop in cataloging output that might impact the libraries nationwide. Also, this is a long-term training project, and Wiggins indicated that he is counting on increased contributions by PCC libraries.
  • Does this signal a cultural shift in form of next generation cataloging? Answer: For now, paraprofessionals are not allowed to represent cataloging concerns on national level since they lack an MLS. Encouraging paraprofessionals to get MLS degree is a possible solution.>

The meeting included a call for current position announcements.

Dustin Larmore, Cataloging and Metadata Librarian, Old Dominion University, is the new vice-chair/chair-elect of the discussion group.


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

Chief Collection Development Officers of Large Research Libraries Discussion Group

Fern Brody, University of Pittsburgh, was elected as the incoming chair. There was a discussion of institutional reports, and there were questions from members regarding specific reports.

The report format and utility of the current format were discussed, and it was agreed that this practice should be continued.

Membership criteria for the group was discussed. It was agreed that ARL ranking is the basis for inclusion.

James Simon, Center for Research Libraries, reported on the AAU/ARL/CRL report of global collections. An extensive discussion followed

There was a discussion of institutional approaches to scholarly communications on campuses.

Janus Initiatives were discussed.

Collection Development Issues for the Practitioner Interest Group

The interest group discussed e-book trends, including selection and evaluation in collection development. Most of the institutions represented in the group reported that they collected some e-books but none reported that e-books have become a major focus of their collection development plan. Most e-books were selected title-by-title; very few had purchased complete publisher e-book packages. The Interest Group discussed the features of e-books that most reported as being favorable and those that most reported as being unfavorable. Issues related to interoperability between various vendors’ platforms were also discussed.

The Interest Group next started a discussion of the impact of Institutional Repositories on collection development but did not have time to explore this issue fully.

Representing the ALA/RUSA/CODES Collection Development Policies and Assessment Committee, Jonathan Harwell (University of Alabama, Birmingham) asked the Interest Group to co-sponsor a program for either ALA Annual 2009, or for a discussion group for Midwinter 2008 on a broad issue of collection development and assessment. The Interest Group is interested in co-sponsoring such a program, and incoming chair, Brian Quinn (Texas Tech University) and incoming vice-chair, Roberta Astroff (Penn State University) will contact the ALA/RUSA/CODES committee after ALA Annual to start the process of developing a joint program.

Collection Development Librarians of Academic Libraries Discussion Group

The group was divided into five subgroups that discussed five different topics.

Working with Classroom Faculty to Promote Collection Use

Many selectors have instruction and outreach responsibilities in addition to collection development. There is an opportunity to suggest materials for classroom teaching and to observe materials usage. Attending department meetings and meeting with new faculty are also opportunities. Accreditation reviews are another opportunity to discuss information literacy with faculty. Attending new faculty orientation is a good way to begin building relationships. Creating and building subject web pages can be another way of collaborating with faculty. An additional way of collaborating with faculty is through teaching them about new technology. Librarians can take advantage of use statistics to promote quality resources that are underused.

Collection Development Collaborating with Interlibrary Loan

The lines between ILL and collection development are blurring. Many ILL departments have instituted on-demand purchasing and are tracking use of on-demand. ILL has also begun collecting use statistics that are relevant to collection development. Some libraries are combining ILL with acquisitions and collection development. ILL statistics are now available in WorldCat. ILL data can be used to adjust approval plans. Open URL resolver data might help to gauge how many users select a journal title that is requested via ILL. ILL data may be misleading since one user may request a title many times and is doing research for a limited time. It will be interesting to see if vendors permit e-books to be accessed via ILL. It is important to have ILL, collection development and acquisitions work more closely together.

Marketing and Outreach for Library Collections

In marketing, it is important to define goals. What do you want to achieve? It may help to form a committee within the library or to utilize governing committees. It also helps to have a methodology for promoting and marketing collections. The collection can be promoted in several ways, such as book and art exhibits relating to the curriculum and to university events. McNaughton bestsellers can be used as a marketing tool for the entire university community. Promoting databases to faculty who already feel overwhelmed may be difficult. Branding and consistency of look and feel in design and language are important. Another strategy for promoting library collections is celebrating faculty achievements such tenure. Developing the right informational materials can help to promote the collection, such as a message from the dean of the libraries. Other means of promoting the collection include promotional book sales, exhibits, readings, and online tutorials, as well as a presence in Facebook. Professors and students could be pictured with books, similar to the ALA “Read” campaign. This will help to garner marketing support from stakeholders in the institution outside the library. Game nights, pizza nights, and extended study hours can be ways to bring students into the library. How do we tie collections in with these events? Plasma screens can be used for announcing events and highlighting collections.

Models, Strategies, and Procedures for Collection Assessment

WorldCat can be an important tool for evaluating the collection since it enables librarians to identify strengths, gaps, and overlap with peer libraries. It may be necessary to obtain permission to access data from WorldCat peer libraries before conducting an analysis. WorldCat can handle multiple integrated library systems. It is able to distinguish between products and formats: monographs, dissertations, serials, videos, etc. Some questions that were raised include: Is it better to analyze subject areas or call number ranges? What methods can be used to evaluate the data?

WorldCat has recently added ILL enhancements. They allow librarians to compare borrowing requests over time to identify collection priorities. Libraries can determine their user needs by analyzing ILL requests based on age, subject, serial and non-serial items. Analyzing what the library is lending can indicate collection use patterns and strengths. There was discussion regarding who at the participant’s institution has learned to use the tool: selectors, bibliographers, ILL staff, etc. The types of training offered and the frequency, and who is expected to be proficient at running reports, were discussed. Participants discussed new practices that had been implemented and how this has influenced decision making. Other methods of collection assessment were discussed, including analyzing circulation of print materials, usage data for digital resources, and citation analysis. Use of the conspectus and whether it is still considered valuable was discussed. This was followed by discussion about issues related to conducting collection assessment prototypes and major projects. The final issue discussed was the outcomes of assessment.

Re-Envisioning, Significantly Retooling, and Completely Overhauling Collection Management Programs. Does this Involve a Complete Change or Simply Making it Better?

The definition of re-envisioning was discussed. Examples of re-envisioning for others include print on demand or just in time ordering, and the move from traditional departmental allocations to one central source of funds. Revision of approval plans can result in plans where returns are null. How will the Google book digitization project impact on collection development? What effect will e-books have on collection development, given that many e-books are sold in packages rather than individually? Some e-book packages allow for multiple users. Faculty liaison partnerships are moving from paper selection to digital projects. Libraries are outsourcing selection by using approval plans. Will creating profiles for e-books be the same as print? Do the platforms make a difference? The possibility of using social networking technologies such as blogs, wikis, etc. to alert faculty and students to new collection materials was discussed. There is a trend toward decreasing the number of selectors in order to streamline the selection process, reallocating funds to digital formats and institutional repositories. Perhaps we should let people choose what they want and have patron-driven selection. Consortial issues related to e-books were discussed, such as sharing and ILL, as well as preservation. Should the last copy of a book be in print or electronic form?

Collection Management in Public Libraries Discussion Group

Approximately forty-eight people attended this informative discussion on vendor ordering, collection assessment tools, and new collection formats. Kerry Cronin, ALCTS/CMDS and Jean Gaffney, RUSA/CODES led the discussion.

Vendor Ordering

The discussion related to vendor ordering focused on which vendors libraries are using for audiovisual materials, world language books, and downloadable audio books. Several libraries expressed satisfaction with Midwest Tape AV material due to the vendor’s partnership with OCLC, their ability to supply MARC records and customized selection lists, which can be distributed directly to individual selector accounts. One difficulty cited related to compatibility between music security tags and the library’s security system. The issue is currently being resolved via conference calls. The consensus opinion favored Midwest Tape’s speed of fulfillment and fulfillment rates over BWI’s. Baker and Taylor are cited as offering good customer service, but their AV division has demonstrated difficulties in supplying material with full physical processing.

Multicultural Books and Video, an OCLC partner, was mentioned as a good source for world language material. Other attendees expressed dissatisfaction with their customer service, Arabic holdings, physical markings, and poor bindings. Asia for Kids was recommended for Pan Asian, Korean, and Chinese material. Tsai Fong Books was also recommended for their customized selection lists, online ordering, and responsive customer service. DK Publishing is recommended for Hindi and Punjabi material. Kinga and Unicont were recommended for Russian material.

Several attendees indicated that they work with OverDrive for downloadable media. They also recommended talking to both OverDrive and publishers to persuade them to add new titles to the downloadable audio book service. The Jackson Wyoming Public Library has a trial with My Library DVD, but indicated that promotion of the service is an issue. OCLC recently dropped their partnership with NetLibrary due to the simultaneous user business model in place. Tumblebooks was recommended as having a huge selection of audio books at inexpensive prices. None of the libraries represented reported using NetFlicks. One attendee described the NetFlicks business model as five videos for five dollars, with consumers qualifying for one hour of on demand service for every dollar spent monthly.

Collection Assessment Tools

The group also discussed collection assessment tools. OCLC’s collection assessment tool is primarily used by academic libraries, and only ten public libraries have subscribed to the service to date. Several attendees indicated that it is not a valuable tool for popular collections because it cannot be used effectively for collection development. The Philadelphia Free Library recently purchased SIRSI/Dynix’s Director’s Station Module, which will generate branch specific collection details and represent data with graphics. A representative from Solinet indicated that Spectra by Library Dynamics is a new competitor to OCLC’s collection analysis tool. Most ILS systems provide dusty books reports, monthly usage reports, and year-end reports with annual turnover rates. The ILS systems can also generate reports on high demand titles (reserve ratios), and circulation figures for a select timeframe.

New Media Formats

The last topic discussed was new media formats. While several libraries indicated that it is a goal to replace magnetic media with DVDs, most are keeping their audio book cassettes and videos for another year. At this point, Blue Ray appears to be the most popular, with 100 titles available at this time. Some new releases will only be launched in the new format. The Wal-Mart site was identified as a good source for tracking the popularity of new media formats.

Theft remains a problem with popular DVDs and vending machines for videos were discussed. The proliferation of downloadable media makes this a questionable investment. One library displays DVDs on a locked shelf. When patrons enter their library card number, they are able to unlock the case and obtain their requested DVD. The majority of libraries in attendance permit holds to be placed on DVDs.

Several librarians indicated that Playaways have not circulated as much as originally anticipated. Libraries generally offer disposable earphones and new batteries with each circulation. One library indicated that they use rechargeable batteries. Several stressed the importance of marketing the Playaway collection.

The Saint Joseph County Library in South Bend, Indiana circulates iPods with downloadable audio book content purchased from Apple preloaded on them.

The King County Library System uses OverDrive’s direct download stations, but indicated that the service has not been widely used to date.

Midwinter Topics

Anne Lee, Collection Development Manager at the Philadelphia Free Library, volunteered to coordinate a program on publisher presentations for the midwinter conference. Several attendees expressed enthusiasm for the program, and requested that it take place independent of the Collection Management in Public Libraries Discussion Group.


Preservation and Reformatting Section (PARS) Discussion & Interest Groups

Digital Preservation Discussion Group

Walter Cybulski, National Library of Medicine (NLM), gave a summary report on major issues and developments in digital preservation that were addressed at the 2007 Society for Imaging Science and Technology (IS&T) Archiving Conference. Priscilla Caplan (Florida Center for Library Automation) provided an update on PREMIS (Preservation Metadata Implementation Strategies). Caplan agreed to communicate the need for additional PREMIS tutorials to the PREMIS Editorial Committee. Jake Nadal (New York Public Library) presented the definitions for digital preservation drafted by a working group appointed by the PARS Executive Committee at Midwinter 2007. (See http://blogs.ala.org/digipres.php).

At the suggestion of Discussion Group members, several wording changes were added to the preamble of the document for further discussion. The revised preamble and definitions were submitted to PARS Executive Committee on June 25, 2007. Evelyn Frangakis (NYPL) presided over a lively and extended discussion of the future of preservation programs in the digital environment. Suggested follow up included planning a conference program that would address some of the major issues raised during the discussion. Due to lack of time, Karen Brown (State University of New York at Albany) led an abbreviated discussion of digital preservation training needs. The Discussion Group approved the renewal of Cathy Martyniak (University of Florida) and the appointment of Rebecca Ryder (University of Kentucky) as co-chairs for 2007-2008.

Intellectual Access Interest Group

The Registry of Digital Masters and OCLC’s eContent Synchronization Program: Supporting mass digitization projects were the discussion topics.

Objectives were to:

  • Provide introduction and update to the Registry of Digital Masters
  • Provide information about OCLC’s eContent Synchronization Program supporting mass digitization projects
  • Provide firsthand information about how one institution (University of Chicago) began using the Registry, and who and what were involved in this process
  • Appoint a new interest group co-chair

“The Registry of Digital Masters: Introduction and Update” was presented by Susan Westberg, Associate Product Manager, Cataloging Products and Services, OCLC.

OCLC’s eContent Synchronization Program was introduced and discussed by Bill Carney, Product Manager, Business Development Division, OCLC. This is an OCLC pilot program designed to synchronize WorldCat with participating mass digitization programs to increase the visibility of digital materials at the point of need. Carney discussed the pilot and how it relates to the Registry of Digital Masters.

Renette Davis, Head, Serials and Digital Resources Cataloging, University of Chicago Library, shared information about University of Chicago’s experience initiating and using the Registry.

Discussion included questions about OCLC’s pilot eContent Synchronization Program and how to broaden participation in (and subsequent usefulness of) the Registry.

Jonathan Thorn, Reformatting Engineer at the Safe Sound Archive, will serve as new co-chair with Tyra Grant. Atalanta Grant-Suttie concluded her term.

Library Binding Discussion Group

Ann Marie Willer (MIT) provided a brief but insightful presentation on the binding of music materials. Music binding involves special challenges in that items must lie flat since they will be used for performances. In addition, they are often issued in parts and the parts must be "useable" for several performers.

Jay Hurd (Harvard) discussed book cloth options in conservation labs. He described a variety of materials used and treatment decisions which led to an open discussion on the importance of book cloth quality and durability.

Joe Dunham (LBS) discussed upcoming changes in book cloth due to manufacturer changes and market forces. A new cloth that might eventually replace buckram is entering the market. Jeanne Drewes of LC announced that their lab will be testing these new materials to see how well they hold up.

Suzanne Wiersma (Wallaceburg Bookbinding) provided a detailed demonstration of LARS, which showed how it can be an effective tool for binding preparation and production tracking.

A lively and large group provided for a jam packed meeting.

Physical Quality and Treatment Discussion Group

Jeanne Drewes presented on research and testing at the Library of Congress. The ongoing program goals are:

  • To extend longevity of all collections
  • Evaluate what they have now/perform testing
  • Test quality and longevity of collection housing and supplies (for example, deacidification)
  • Understand and monitor environmental monitoring (for example, work with Climate Notebook and IPI)
  • Establish library and national standards (for example, book cloth, buckram, high density storage). The scope of the Library of Congress’ scope is traditional paper and manuscript based collections.

They are also examining best housing practices for photographs. They are testing housing with argon gas and researching preservation issues with magnetic tape such as sticky shed, vinegar syndrome as well as the viability of tape analysis. They are working with particle physicist, Carl Haber on the digital imaging of phonographic discs, in the IRENE project. This project is currently able to non-invasively retrieve two-dimensional sound from images. They will work on three-dimensional surface imaging in the next phase.

LC is examining the long-term preservation of digital media hardware such CDs, DVDs, and thumb drives. They are conducting quality assurance of products and materials such as book cloth and PVA adhesive. They are researching fire retardants and suppressants in fire suppression.

They are also looking to other professional fields such as medicine to research haptic technology for conservation pedagogical methods that conservators can practice on materials before conducting treatments much like how surgeons practice incisions before surgery. A wealth of other equipment is being examined such as CHNO analyzers, colorimeters, and brightimeters.

LC also wants to invest more research funds into looking at storage environments so that they can produce more definitive and analytical answers.

High Density Storage at Fort Meade

Beatriz Hapso gave a presentation on the high-density storage facility at Fort Meade. Space has always been an issue at LC. First the Jefferson building was constructed, followed by the Adams building, the Madison building was constructed in the 1970s. By the 1980s, the Library still needed more space and they began looking into high density storage.

They decided to follow the Harvard model and were fortunate to receive a donation of land at Fort Meade. The original design was for thirteen modules. Module 1 has been built, and Module 2 is under construction. Module 1 holds 1.5 million books, has year round HVAC regulation, fifty degrees Fahrenheit and 30 percent RH, and 95 percent air return. It was designed to hold 125 cubic feet of records. The shelves are fifty-three inches in length and thirty-six inches in depth, which allows for placement of boxes two deep.

Processing for the depository occurs before shipment of materials to Fort Meade. There is a full inventory of each item, and all volumes going to Fort Meade are cleaned with a HEPA filter vacuum. The items at the depository are stored by size to optimize the space. Hapso noted it was initially difficult to convince the reference librarians and bibliographers to send items to off-site storage. They eventually became convinced after it was proven that books could be retrieved within three hours and that they were always on the shelf. The inventory management is all about the barcode, and not the book’s title. For this reason, there is a triple check system in place to insure the book is linked to the right box. The materials are transported in specially designed book trucks that fit the boxes exactly so that there is no shifting.

The boxes LC uses have lids. Other institutions do not use the top lids as much, but LC believes the lids add extra protection from light and dust. Once books go to off-site storage they cannot be returned to the library permanently and there is no reparation. This is due to the fact that it would be very difficult to replace an item in the boxes since they are grouped by size. Their retrieval system is a man-on-board system, not a robotic retrieval system. Individuals who operate this machine must be certified. The aisles are 100 feet deep, and have twenty-five miles of shelves.

Module 2 will hold 2.2 million books. LC currently sends 4, 000 books a day to off-site storage. The depository follows NFPF 13 Code and NARA requirements for fire protection. In this design they lose some space to sprinklers because nothing can be in front of them. Preservation was involved in the planning from the very beginning. Module 2 will also have two cold vaults. The first will be at twenty-five degrees Fahrenheit and 30 percent RH and used primarily for color film. The second will be at thirty-five degrees Fahrenheit and 35 percent RH and will be used for black and white prints, negatives and microfilm.

LC will plan for the interim while the high-density storage facility is being constructed. They need space at their facilities to prepare and send materials to off-site storage. They will hire extra staff to work on the project. On the whole, the project provides the opportunity to work on new and innovative collections storage solutions and the Library is very excited about the results they are seeing at Fort Meade.


Feedback from the questions and answer session was very good and the general consensus was that everyone enjoyed the speakers’ presentations and their topics.

Preservation Administration Discussion Group (PADG)

PADG functions as the opening session for PARS, providing a venue for discussion of issues that are important to section members. It is also an opportunity for attendees to network with colleagues. This PADG featured a panel discussion, three presentations, a poster session, and announcements. There were no action items.

The panel discussion topic was “Preservation Education and Internships.” Ellen Cunningham-Kruppa, University of Texas at Austin served as the moderator. Sherry Byrne, University of Chicago and Hilary Seo, Iowa State University were the speakers.

Walter Henry, Stanford University was recognized as the 2007 recipient of the Banks/Harris Preservation Award

Bobbie Pilette, Yale University gave a presentation on the High Density Storage Fire Test.

Jonathan Perricone, Schirmer Engineering Corporation gave a poster session on NFPA Code 13: Movable Compact Shelving.

Paul Gherman, Vanderbilt University discussed the North American Storage Trust.

There were three poster sessions:

  • Conservation of Aerial Photographs of Kansas, Kathryn Talbot, Kansas State University
  • Restoration of a 1968 Documentary in the Harry Ransom Center, Leanda Gahegan, School of Information, University of Texas at Austin
  • VHS in the Robert DeNiro Collection at the Harry Ransom Center, Megan Durden and Haley Richardson, School of Information, University of Texas at Austin

Recording Media Discussion Group

Janet Gertz, Director of Preservation, Columbia University Libraries, reported on a Mellon Foundation funded project to develop and test a survey instrument to inventory and access the physical condition and intellectual control of audio and moving image materials. Janet showed the group examples from the database. The group discussed the benefits and challenges of designing and populating such a tool.

Tanisha Jones, Moving Image Archiving and Preservation Research Fellow in the Barbara Goldsmith Preservation and Conservation Department, New York University, presented on NYU’s Mellon Foundation funded project to test the validity of: 1. video and audiotape condition predictions based on a correlating findings from visual inspections with those of playback inspection, and 2. the use of random sampling methodology for assessing archival audio/visual materials.

Gertz and Jones also reported on how Columbia and NYU are working together to develop a freely accessible tool for comprehensive archival audio/visual inventory, assessment, and preservation prioritization. The group then discussed the particulars of such a tool and the need for variations in differing types of institutions.

Reformatting Discussion Group

The Reformatting Discussion Group hosted an open forum to discuss the role of metadata in planning for digital preservation initiatives. The discussion was followed by a report by Charles Kolb, Senior Program Officer, National Endowment for the Humanities, Division of Preservation and Access, who expanded on their activities.

Part I: The Role of Metadata in Planning Digital Preservation Projects

Questions were prepared in advance for an open discussion about the role of metadata in planning digital preservation projects. The plan was to address each question in sequence, but as the discussion gained momentum, that format was abandoned because the natural flow of the discussion proved more valuable as participants raised their own questions and concerns.

Vendors in the audience expressed the need for standards and a template or spreadsheet from clients to help determine project requirements. Through experience, they found that they need as much information upfront as possible. Several vendors concurred that there was a fear that they would discover halfway through a project that there was something that they should been told from the beginning, and this realization caused concern.

Other concerns included:

  • realization that there are different interpretations of what constitutes metadata
  • every item needs to be examined before scanning as it is not possible to do later
  • the complexities of providing metadata for sound
  • the labeling of collections is not always sufficient, particularly photographic collections
  • insufficient information about materials in a collection
  • how to search across all levels of a collection such as a photographic collection (i.e. collection, album, page, image.)

Export issues were discussed, as well as how this would be undertaken for a variety of requests, and how people may want to use the materials for other reasons. MARC XML, MODS and METS, WorldCat and OiSTER were also addressed.

In addition to these concerns, the discourse evolved into a discussion on how print collections have taken hundreds of years to develop whereas digital technology has been available for about fourteen years. This raised further discussion and questions about whom are the constituents of metadata; how does the mindset need to change, and how different solutions are needed. Funding was also discussed particularly the concern that the fiscal resources for externally funded projects are finite. One of the benefits of implementing metadata upfront is that it will be easier to update and go forward at a future date.

In summation, the predominant concern that was reiterated were the challenges to the preservation field regarding what has to be included on the front end of planning digital preservation projects. The discussion focused mainly on sound and photographic collections and elements of several of the questions that had been planned for the forum were raised during the natural flow of the discourse.

Part II: Preservation Activities of the National Endowment for the Humanities

Charles Kolb, Senior Office of Division of Preservation and Access expanded on the preservation activities of the National Endowment for the Humanities. He reported that NEH was emphasizing digital materials, public programs, preservation and education. A figure of $141.3M is now in the Senate/House Committee.

Kolb reported there are eight successful candidates for the Digital Newspaper Program. More training is needed in the digital area and the grant cycle for education begins in October.

Kolb also reported on several projects including: We the People Project; Afghanistan NEH (in which 28,000 audio tapes and cassettes from Radio Kabul/Radio Afghanistan had been reformatted); Digital Humanities Start Up Grants for small institutions and IRENE, a project to recover recorded sound from mechanically made recorded sound.


Serials Section (SS) Discussion & Interest Groups

Journal Costs in Libraries Discussion Group

Four speakers addressed the topic of changing models of pricing for e-content. Each presentation was followed by a brief Q&A session:

  • Ivy Anderson, Director of Collections, California Digital Library, discussed the concept of value-based pricing as explored in a report produced by the University of California. Elements of such pricing are the measurable impact of the journal, value-added institutional contributions to the journal such as editorial contributions, transparency of production costs and annual price increases, and transactional efficiencies afforded by consortial purchases.
  • Karla Hahn, Director, Office of Scholarly Communication, ARL, discussed tiered journals pricing and provided examples to help the audience understand how some tiered-pricing models work. Two main variables affect subscriber pricing: the price differential between the lowest and highest tiers and how the subscriber base is distributed across the tiers. Findings are discussed in the following article: “Tiered Pricing: Implications for Library Collections,” portal: Libraries and the Academy – Volume 5, Number 2, April 2005, pp. 151-163.
  • Geoff Worton, Global Head, Site License Business Unit, Nature Publishing Group (NPG), discussed e-content pricing from the perspective of a commercial publisher. In developing site license pricing, NPG must look at the complete publishing operation, including revenues from both print and electronic publications as well as revenues from advertisers and journal material in aggregators. Other factors include costs associated with submissions and editing, including the need for internal editors and evaluators of submitted manuscripts. NPG is also exploring different pricing options.
  • Judy Holoviak, Deputy Executive Director and Director, Publications, American Geophysical Union (AGU) provided the perspective of a society publisher. AGU unbundled print from the electronic content so as to more readily see when subscribers were ready for the end of print. They also structured pricing to reflect the utility of the content to the subscribing institution and to help replace revenue lost when subscribing members dropped their subscriptions as their institutions got online access. Member subscriptions have actually declined at a lower rate than expected. In the near term, AGU expects to keep the current number of tiers and to extend the model to accommodate multi-site institutions. The electronic version of AGU journals became the journal of record in 2002; they expect to see the end of print subscriptions in the near future.

Research Libraries Discussion Group

Outgoing chair, Selden Durgom Lamoureux, introduced the incoming chair, Cecilia Genereux and incoming Vice Chair/Chair Elect, Britta Santamauro.

A panel discussion “Doing Less to Do More: Incorporating Outsourced MARCs and Brief Bibs for Serials Discovery” followed. Panel members were:

  • Rebecca Kemp, Serials Supervisor Librarian, University of North Carolina Wilmington
  • Paul Moeller, Serials Cataloger and Bibliographer for Religious Studies, University of Colorado at Boulder
  • Cecilia Genereux, Serials and Electronic Resources Coordinator, University of Minnesota, Twin Cities.

Panel members described their experiences implementing outsourced MARC and other bibliographic records into existing ILS systems, and provided tips on what questions to ask and what to expect.

Many audience members were from institutions engaged in various stages of implementing outsourced and/or brief bibliographic records, and there was an active and enthusiastic interaction between panelists and audience members throughout the presentation.

Despite both the anticipated and entirely surprising issues and problems that may arise in the course of implementation, Paul Moeller posed this final question to the discussion group participants: “For those who have implemented outsourced MARC records, would you go back?” and received the unanimous and enthusiastic response “No!”


ALCTS Liaisons and Representatives Report on Annual 2007 Activities in Washington, D.C.

Editor's Note: The following reports were submitted by groups outside of ALCTS with whom we have formal liaisons.

Freedom to Read Foundation

Kay Ann Cassell, Rutgers University

The Freedom to Read Foundation (FTRF) has joined in two lawsuits dealing with the rights of young persons to exercise their First Amendment freedoms.

Bong Hits 4 Jesus

The first lawsuit is known as “Bong Hits 4 Jesus” which involved Joseph Frederick, a high school student, and his parents. Frederick was suspended from his high school after displaying a banner during the Olympic Torch relay that read “Bong Hits 4 Jesus.” Frederick was not on school property and was not participating in a school activity at the time he raised the sign (although the school district argued it was a school-sanctioned event by virtue of the fact that the students were dismissed from school and accompanied by teachers.) The Supreme Court heard oral arguments in March and handed down the decision on June 25. The majority of the court decided against Frederick, overturning the decision of the Ninth Circuit Court of Appeals.

ACLU of Florida v Miami-Dade School Board

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 Court heard the oral arguments, and the FTRF is now waiting for the court’s decision.


The federal district court has struck down the Child Online Protection Act (COPA), a law that regulated and criminalized many kinds of Internet speech otherwise protected by the First Amendment. Following a four-week trial, Judge Lowell Reed of the United States District Court in Philadelphia permanently enjoined enforcement of COPA on March 22, ruling the law facially violates both the First and Fifth Amendments of the Bill of Rights. In doing so the Judge concluded that the regulations imposed by COPA on Constitutionally protected materials deemed “harmful to minors” were overly restrictive, given that parents can use Internet filtering software to block content in their homes.

The King’s English v Shurtleff and More Court Action

A most pressing lawsuit, The King’s English versus Shurtleff, challenges a Utah statute that extends the state’s “harmful to minors” provisions to the Internet and requires Internet service providers to block access to websites placed on a registry maintained by the state’s Attorney General, who is empowered to declare a website “harmful to minors” without judicial review. The attempts by the Utah legislature to amend the law did not offer sufficient protection for free expression on the Internet. Consequently, the plaintiffs filed an amended complaint and the state has asked the court to dismiss the complaint. The parties are now briefing that motion.

The FTRF continues to watch the case of Sarah Bradburn, et al. versus North Central Regional Library District in Washington State which challenges a library’s restrictive use of Internet filters and its policy of refusing to honor adults’ requests to temporarily disable the filter for research and reading.

The FTRF met with Dan Mach from the ACLU’s Program on Freedom of Religion and Belief. He discussed the case of Faith Center Church Evangelistic Ministries versus Glover. This lawsuit was filed 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, the Ninth Circuit Court of Appeals reversed the district court’s finding, upholding the library’s policy as a reasonable restriction in light of the library’s intended use of its space.

The issue of religion continues to bedevil libraries across the country. A library board in Colorado found itself defending its open display case policy after a library user objected to a conservative religious group’s display about homosexuality. Other libraries continue to grapple with religious groups’ use of meeting rooms or the use of labels to identify books with particular religious content.

The FTRF’s concern over the USA Patriot Act has born fruit in some states such as Connecticut and Oregon, which have revised their statutes to extend further privacy rights to library users. In Illinois, where conservative organizations mounted an attack on the library confidentiality statute, librarians worked hard to halt or limit the changes sought by local police officers. Unfortunately despite these efforts, local police in Illinois can now demand that libraries identify library users without presenting any court order.

Other FTRF news

FTRF has a new organizational membership. James G. Neal, Columbia University, reported that twenty-four ARL member libraries have become FTRF members, most at the $1,000 level. We urge libraries to consider becoming organizational members and supporting the Foundation’s work.

Lucille C. Thomas, immediate past president of the Brooklyn (New York) Public Library’s Board of Trustees and former assistant director of the New York City Department of Education, Office of Library, Media and Telecommunications, has been named to the 2007 FTRF Roll of Honor.

The new President of the FTRF is Judith Platt, the director of the Freedom to Read and Communications/Public Affairs at the Association of American Publishers.

Intellectual Freedom Committee

Michael Wright, University of Iowa

Major agenda items for the Intellectual Freedom Committee (IFC) included work on the National Security Letter Resolution, which was later forwarded to ALA Council which endorsed it. Judith Krug, Director of the Office of Intellectual Freedom (OIF) announced that the Intellectual Freedom Manual would be going into its 8th edition. Krug asked each IFC member/liaison present to volunteer to review several chapters and to suggest revisions/additions.

The Committee previewed the 2007 Banned Books Week materials as well as a literally hot-off-the-press copy of the 2007 Banned Books Resource Guide by Robert Doyle, Executive Director, Illinois Library Association. Krug also provided an update on "The Many Faces of Privacy" meeting, to be held in September in Chicago. OIF was awarded a $25,000 seed grant from ALA for this event.

IFC discussed several proposals, including a proposed Q & A on self-service hold shelves and another proposed Q & A on "sniffer" software. The Committee appointed an ad-hoc subcommittee to study and prepare a resolution (if the subcommittee determined one was necessary) on religious materials in prison chapel libraries. The Committee reviewed a strategic thinking document prepared by OIF staff, which outlined ways that intellectual freedom issues can be integrated into library education, brought into the thinking of the ALA membership, and into the mindset of legislators and policy makers. The Committee spent some time discussing the Accelerated Reader Program, which is popular in many schools, in terms of the 2006 "Questions and Answers on Labels and Rating Systems." The possible, indeed often likely, intellectual freedom angle of these programs was examined.

Kent Oliver, IFC Chair, updated the committee on Library Day on the Hill, held on June 26. A number of IFC members were planning to attend and participate in this, and the ALA Washington Office provided briefing sheets which included key messages and issues. Judith Krug updated IFC on Federal legislation which could affect intellectual freedom, and we were updated by Deborah Caldwell-Stone on similar state-level legislation.

Joint Steering Committee for Development of RDA

John Attig, Pennsylvania State University

John Attig replaced Jennifer Bowen as ALA Representative to the Joint Steering Committee (JSC) on April 2, 2007. The three months since then have been particularly eventful for the development of RDA: Resource Description and Access. In addition to a week-long meeting of the JSC and the Committee of Principals for RDA in Ottawa, April 16–20, representatives of the JSC participated in a particularly significant meeting in London with representatives of the Dublin Core Metadata Initiative (DCMI) and the IEEE Learning Objects Model community to discuss their respective data models.

London Data Model Meeting, April 30–May 1, 2007

RDA has been subject to severe criticisms for not having well formed metadata. The JSC has been interested in outreach to metadata communities, including the Dublin Core Metadata Initiative. Don Chatham of ALA Publishing attended last year’s DC meeting in Mexico, and was impressed by the people he met and the quality of the work being done; he saw the potential for collaboration and encouraged the JSC to meet with them, and funded the meeting in London.

At the same time, in response to the criticisms, the JSC and the RDA Editor had been documenting the metadata schema implicit in RDA and its relation to library standards like FRBR as well as to Internet standards for metadata, including the DC Abstract Model.

The two communities found much common ground at the meeting in London. The JSC found a partner willing to collaborate on a formal definition of the RDA Element Set using standard Internet conventions; they were also interested in formal definition and registration of some of the RDA internal vocabularies. For their part, the metadata communities agreed that they would benefit from complex metadata specifications based on FRBR model, provided that the specifications were presented in a standard format in order to promote interoperability; they agreed to collaborate on an application profile based on FRBR and FRAD. Finally, the wider Internet community will benefit from a rich stock of complex vocabularies, defined in a standard manner in order to support semantic web concepts.

The JSC and the Committee of Principals is still analyzing the recommendations of the London meeting. They are very positive, but are equally committed to complete the RDA project on schedule. This means that the projects will need to be carried on simultaneously with RDA development, and by different people; funding will also be needed. More broadly, these projects in effect move significant components of RDA into the public domain; this means that the RDA initiative, which is financially supported by sales of RDA products, may need to be reconceived with a different sort of support mechanism; and RDA products may need to justify themselves to their potential audience based on detailed content and functionality.

RDA Product News

ALA Publishing has sent out an RFP for software development to support an online editing environment for developing and maintaining RDA and for the RDA Online product. A vendor will be chosen and begin work in July; the first results are expected to be available for the JSC to review at their October 2007 meeting in Chicago.

RDA Implementation

The national libraries have begun to meet to discuss RDA implementation. An ALCTS task force on RDA orientation and implementation begins its work at the 2007 ALA Annual Conference.

The JSC has already begun talking to MARBI about MARC 21 implementation issues; by Midwinter 2008, a complete mapping and a set of recommendations will be ready for discussion.

RDA Content Development

Chapter 3 is out for comment; it covers the description of the carrier.

Chapters 6 and 7 were just released; they cover choice of access points and description of relationships.

Part B on form of access points is under development and will be out for review at the end of 2008.

The major issue with Part B is the extent of change in access points that the library community is willing to support. The position of the JSC is that there will be no changes to AACR2 rules that would require changing existing access points unless there are good reasons for the change. However, there are significant changes for which good, principal-based reasons can be advanced:

Changes in choice of primary access point (main entry), such as elimination of the Rule of Three;

Changes in the basis for uniform titles, following the draft Statement of International Cataloguing Principles (which prefers uniform titles based on titles commonly known in the language and script of the catalogue); Discontinuing the use of abbreviations. Such changes can be justified by principle, but would require a significant number of access points to be changed. The JSC is proceeding cautiously in dealing with such issues.


Betty Landesman, National Institutes of Health

Standards activities since Midwinter conference 2007:

NISO standards


ISO standards

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 were due March 16, 2007.
  • Received comments/recommendations from:
  • CC:DA


ALA recommended approval.

U.S. vote:

Yes with comments.

ISO 999:1996, Information and documentation–Guidelines for the content, organization and presentation of indexes

ISO 2788:1986, Documentation–Guidelines for the establishment and development of monolingual thesauri

ISO 5963:1985, Documentation–Methods for examining documents, determining their subjects, and selecting indexing terms

ISO 5964:1985, Documentation–Guidelines for the establishment and development of multilingual thesauri

ISO 15706:2002, Information and documentation–International Standard Audiovisual Number (ISAN)

These standards were issued for systematic review. The comment period ended June 11, 2007.


  • ACRL RBMS Bibliographic Standards Committee
  • ACRL STS Subject and Bibliographic Access Committee
  • ALCTS Networked Resources and Metadata Interest Group
  • ALCTS Catalog Form and Function Interest Group
  • ALCTS/LITA MARBI Committee
  • ALCTS CCS Cataloging: Description and Access Committee
  • ALCTS CCS Subject Analysis Committee
  • ALCTS SS Continuing Resources Cataloging Committee
  • LAMA SASS Technical Services Systems Committee
  • LITA Standards Coordinator
  • PLA Library Services Cluster Cataloging Needs of Public Libraries Committee
  • RUSA MARS Local Systems and Services Committee

Received comments/recommendations from:



ALA abstained.

U.S. vote:

ISO 999:1996: Confirm

ISO 2788:1986: Revise

ISO 5963:1985: Revise

ISO 5964:1985: Revise

ISO 15706:2002: Confirm

ISO/CD 20775, Information and documentation - ISO holdings schema

Final draft standard issued for ballot. The recommendation and comment period ended June 21, 2007.


  • ALCTS/LITA MARBI Committee
  • ALCTS CCS Cataloging: Description and Access Committee
  • ALCTS SS Continuing Resources Cataloging Committee
  • ALCTS SS Committee to Study Serials Standards
  • ALCTS SS Union Lists of Serials Committee
  • LAMA SASS Technical Services Systems Committee
  • LITA Standards Coordinator

Received comments/recommendations from:



ALA recommended approval.

ISO/NP 27730, International Standard Collection Identifier (ISPI)

This was a new project proposal to develop an international standard identifier for collections in libraries and related organizations such as archives, museums, and publishers.


  • 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 July 13, 2007.

Other NISO Activity

NISO moved its offices to Baltimore.

NISO announced the formation of a formal working group on Shared E-Resource Understanding (SERU) to develop a best practice document that will support a new license-free mechanism for buying and selling electronic resources.

NISO formed a new Education Committee, chaired by Karen Wetzel, to provide training and education programs for NISO’s constituency.

Onix for Serials, a joint working project between NISO and EDItEUR, published new User Guides for the Serials Online Holdings (SOH) and Serials Products and Subscriptions (SPS) message formats. Find copies of the specification and user guides on the EDItEUR web site.

NISO held a forum on Traversing the Licensing Terrain: Emerging Issues and Innovative Solutions in Philadelphia on June 11, 2007.

James Neal, Vice President for Information Services and University Librarian at Columbia University, was Chair of NISO.

NISO held two webinars on June 14 and 19, 2007 on the proposed changes to the Bylaws and Operating Procedures. Proposed changes include the following:

Program Structure

Current procedures–Standards Development Committee (SDC) responsible for both setting the direction of the standards program and managing the work of standards committees.

Proposed procedures–SDC eliminated; new Architecture Committee charged with maintaining the NISO framework and using it to direct the overall standards program; Architecture Committee recommends the creation of Topic Committees, which create detailed plans for an area of standards work, manage standards development and maintenance in those areas, and charter Working Groups to carry out the work.

Approval of Standards

Current Procedures

Consensus Body is the entire Voting Membership; creating a new standard, approving the revision of a standard, reaffirming a standard, and withdrawing a standard require approval by a majority of all members and two-thirds of those voting.

Proposed Procedure

NISO would create a Voting Pool for each potential action; NISO notifies all members of every action; all members may join the voting pool for any action; for new standards, the Topic Committee creates the initial voting pool as work begins; for five-year reviews, NISO creates the voting pools before work begins on evaluating the existing standard, the member designates the individual who will act as the voting representative, Working Groups provide regular updates to those voting representatives as work progresses.

Reaffirmation Process

Current Procedures

Members are asked to vote every five years on every standard; available ballot options are reaffirm, reaffirm and revise, withdraw, withdraw and revise, or abstain.

Proposed Procedures

NISO office notifies members of all standards up for reaffirmation in any year; Voting Members may join the voting pool for any standard scheduled for the reaffirmation process; when the voting pool is formed, a Topic Committee or the NISO Office will task an individual or group with reviewing the existing standard and making a specific recommendation to the voting pool; available ballot options are reaffirm, revise with specific revisions presented, revise (a working group will be formed), or withdraw.

Activities at ALA Annual 2007

NISO meetings/programs:

  • NISO/Book Industry Study Group forum–Friday, June 22, 1 pm-4:30 pm, Renaissance Washington, Grand Ballroom North
  • NISO update session–Sunday, June 24, 4 –5:30 pm, Mayflower, New York Room
  • Automation Vendors Information Advisory Committee (AVIAC)–Monday, June 25, 2 pm-3:30 pm, Renaissance Washington, Room 7

ALCTS Committees Report from Washington, D.C.

The following reports summarize the activities that took place during ALCTS committee group meetings held during the 2007 Annual Conference in Washington, D.C. Reports that were received by the editor as of August 1, 2007 are included in this summary. 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 ALCTS Budget and Finance Committee (B&F) met twice at the ALA Annual Conference. Four agenda items were paramount: a status update on the Fiscal Year 2007 (FY07) budget; a review of LRTS international subscription rates; discussion of the revised budget for Fiscal Year 2008; and a conversation on the ALCTS strategic planning database.

The second quarter report for FY07 (April 30) was reviewed. As previously noted, FY07 is 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 negative impact of the larger-than-predicted salary increases and the lower-than-predicted attendance at the 50th anniversary symposium were discussed. While it is expected that dues will cover administrative costs and LRTS subscriptions and advertising will cover LRTS costs, a negative end-of-year balance is anticipated due to symposium attendance below the break-even point.

The committee also discussed the ongoing revenue-negative issue of low attendance for in-person continuing education (CE) events that are not tied to conferences. Over the past two years, B&F members have consistently recommended that ALCTS move from stand-alone, in-person CE to webinars in order to generate positive revenue flow. Current technology makes the process straightforward (Power Point presentations, plus narrative recorded at the speaker’s own workstation). A discussion ensued as to strategies for reducing any perceived barriers to turning successful programs into webinars. The committee endorsed the idea of a forum at the Midwinter Meeting, designed to orient people to current options.

A comprehensive review of LRTS subscription rates is scheduled for the 2008 Midwinter Meeting. Since any rate increases recommended at that time would not take effect until calendar year 2009, the committee reviewed the potential, immediate impact of the upcoming postal rate increases. As a result, the committee recommended a rate increase of $10 (from $85 to $95), effective for calendar year 2008 subscriptions, to the ALCTS Board (which was approved). The committee noted that these concerns reinforce the need to move LRTS to an electronic format.

The revised FY08 budget was reviewed and approved for submission to the Board. Revenue projections reflecting the dues increase approved by the Board at Midwinter and expense projections reflecting the 3.5 percent salary increases confirmed by ALA were the major changes to the preliminary FY08 budget.

Finally, Nancy Gibbs, chair of the ALCTS Planning Committee, joined the group for a discussion of the planning database, particularly of the report functions that are expected to be useful to the B&F Committee in its future work.

Fundraising Committee

Key Actions

After consultation with Charles Wilt, it was confirmed that the sponsor recognition breakfast was no longer being held at the annual conference due to low turnout. This decision can be revisited in the future.

Spreadsheets for 2006-2007 donations were reviewed. Sponsorship goals were reached. It was noted that with the 50th Anniversary Fundraising committee was also competing for the same pool of vendor dollars and that both committees were advised to avoid overlapping requests. It had been difficult to obtain larger donations, and new sources of sponsorship should be developed.

The sponsorship opportunities chart was reviewed, revised, and finalized. It will be sent to the incoming ALCTS president (Pamela Bluh) and Charles Wilt for approval. Comments will be solicited from several vendors, prior to implementation and posting on the ALCTS website.

Preliminary program proposals for 2007–2008 were discussed. Suggestions were made to incorporate public library vendors, or non-traditional vendors, to the solicitation lists when appropriate.

International Relations (IRC)

Achievements of objectives established for this meeting: The Committee achieved all the objectives set for this meeting. Margo Warner Curl reported on the ALCTS IRC poster sessions at the ALCTS 50th Anniversary Conference and at the 2007 ALA Annual Conference. Committee members, ALCTS representatives to IFLA Section Standing Committees (Coe, Miller, O’Neill, Sipe) and newly elected ALCTS representatives to IFLA (Kellerman and Zhang) provided brief introductions. The IRC members welcomed new members joining the committee at the end of this conference: Julie Harwell and Sherry Palmiter. Current IFLA representatives offered suggestions to the newly elected representatives.

The Committee reviewed its progress on Action Items set forth in the ALCTS IRC Action Plan and closed down the Plan. Committee members reviewed IRC progress toward goals in the ALCTS Strategic Plan 2006–2011. They will work on a new ALCTS IRC Action Plan for 2007–2011 at the IRC’s meeting during the 2008 ALA Midwinter Meeting.

The Committee discussed the ALCTS Board document “Delegation of Authority,” and reviewed the results of the self-study that the IRC completed this winter. The IRC passed the self-study and specific suggestions for improvement will be discussed at Midwinter.

Leadership Development

Pixie Anne Mosley, Director of Access Services at Texas A&M University and generations expert, led Leadership Development's pre-conference, "Managing the Multi-generational Workplace: Practical Techniques" on Friday, June 22. After an energizing ice-breaker organized by pre-conference co-chairs Cynthia Coulter and Sally Lancaster, approximately fifty attendees benefited from Mosley's presentation, "How to Encourage Effective Working Relationships in a Multi-Generational Library," which provided helpful tips for facilitating positive interactions across generations. Afterward, small groups looked at seven scenarios highlighting a variety of generation-based challenges—recruitment, search committees, scheduling, performance appraisals, work attitudes, communication, and retirement—and developed effective strategies for addressing generational conflict.

Incoming chairs and members of committees as well as discussion and interest group chairs, section members-at-large and secretaries were invited to the ALCTS New Leaders Orientation on Sunday, June 24, coordinated by Leadership Development Committee member Katharine Farrell with the assistance of Fannie Cox and Melinda Flannery. Bruce Johnson, ALCTS President 2006–2007, and Pamela Bluh, ALCTS President 2007–2008, thanked the group of fifty-five attendees for their commitment to keeping the division on the forefront of issues facing its membership. Division committee chairs (Budget and Finance, Education, Fundraising, International Relations, Leadership Development, LRTS Membership, Organization and Bylaws, Planning, Program, and Publications) joined Charles Wilt, ALCTS Executive Director, and Mary Beth Weber, ANO Editor, in outlining the fundamentals for succeeding as an ALCTS leader. Participants gained insight into the large support network available to help them carry out their committee or group's goals.

The 2008 Leadership Development program, "Succession Planning: The Future of Your Library Depends on It" will provide a well-defined roadmap for libraries to follow when preparing for key leadership vacancies. With approval and guidance from the ALCTS Program Committee, Leadership Development is in the process of pursuing co-sponsorship and selecting speakers.

LRTS Editorial Board

The Editor briefly discussed the twelve-month report she prepared for the LRTS Editorial Board and the ALCTS Board, noting the significant increase in submissions since she became editor more than three years ago. The Book Review Editor shared a report of book reviews published, noting that he has been focusing his time on preparing the LRTS cumulative index to volumes 26–50 (which will be mailed with volume 51, no. 4).

The Editorial Board discussed the data and responses collected from a seven-question survey the editor sent to ninety-five individuals who had published in LRTS over the last three years. Fifty-five responses were received. The survey asked respondents to comment on their experience bringing papers from submission through publication and to suggest how the process might be improved. Most responses were positive. Several suggested use of an online manuscript management system (currently being investigated by ALA). One change the editor will make (as a results of survey responses) is to ask each author whose paper has been accepted if he or she would like a formal letter of acceptance; to date, acceptance notification has been via e-mail in the interest of speed.

The remainder of the meeting was devoted to reports from Board members regarding their efforts to solicit submissions.

Membership Committee

The committee’s work since the 2007 Midwinter Meeting was reviewed. The Committee worked hard on the ALCTS Booth and the ALCTS 50th Anniversary celebration [Strategic Plan (SP) Goal 5.5, 6)]. Concern was expressed about the need to staff two booths. This will not happen in the future since the booth will be located in the Pavilion only.

ALCTS’ Program “Mentoring for Success” was successful [SP Goal 5.7].

The report on the ALCTS Support Staff Travel Grant was presented. It was also successful [SP Goal 5.5 and 6).

Reports were received detailing the success of the visits to Accredited library and information science programs (SP Goal 5.5 and 6)

Organization and Bylaws (O&B)

The committee reviewed two groups at this meeting: John Vickery coordinated a review of the International Relations Committee and Tony Olsen coordinated a review of the Role of the Professional in Academic Research Technical Services Departments Discussion Group. Both groups were recommended for continuation. The discussion group will change its name to the “Role of the Professional Librarian in Technical Services Discussion Group” and broadening its scope accordingly to include all types of libraries.

Following the ratification of the amendment to the Bylaws to remove section names and objects, the committee formulated a procedure to review proposed changes to section names. The procedure was presented to the ALCTS Board at its Monday meeting, and will be used to review the proposed change to the Serials Section name already in progress.

Discussion began on the review of discussion groups and what frequency is appropriate. Due to a shortened meeting time in observance of 50th Anniversary events, Chair Dale Swensen suggested continuing this discussion, along with other items related to discussion groups and interest groups, by email between Annual and Midwinter.

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

Piercy Award

Robert L. Bothmann, a cataloger at Mankato State University Library, is the 2007 recipient of the Esther J. Piercy Award.

Planning Committee

The Planning Committee met with Christine Taylor, ALCTS Office, to review the components of the Planning Database. Suggestions were made for improvements to enable ALCTS members to enter their own action items into the database and to retrieve that data as needed.

ALCTS President-Elect Pamela Bluh attended this meeting and assisted with this review. She also discussed the upcoming Monday meeting with incoming chairs to discuss how ALCTS needs to change to meet new needs of the organization.

Sunday Meeting

Discussion of the upcoming Monday meeting continued. Members discussed tasks that need to be completed after the changes to the database are made to give ALCTS members an easy way to input their action items.

President’s Program

Peter Morville, author of Ambient Findability, was the featured speaker at the ALCTS 2007 President’s Program, “Ambient Findability: Librarians, Libraries and the Internet of Things.” Morville spoke to a full house and gave an insightful overview of his work on findability, information architecture and the intersection of the Internet and librarians. The slides for the presentation are available in PDF online.

Program Committee

The committee met with program and preconference planners for ALA Annual 2008 in Anaheim, California. Thirteen programs were approved (including one with provisional approval) and two preconference proposals (including one with provisional approval). Plans for a symposium for Midwinter 2008 in Philadelphia, Pennsylvania, were also reviewed.

Pat Tully will chair a preconference subcommittee (along with Jim Dooley, Janet Belanger Morrow, and Sandy Srivastava) to strengthen preconference offerings for 2008. Institutional repositories are a possible preconference topic. The subcommittee will also identify existing content modules (such as those offered through LC) that could be used for ALCTS preconferences.

Forums are of interest to the sections. The committee needs to institutionalize the manner in which section forum space is requested and booked. Sections will also need to assume responsibility for forum content. Forum planners need to be identified to ensure the content is actually presented in the space booked. Topics for the Division-level forum (which occurs Monday 10:30 am–12 pm at Midwinter and Monday 8–10 am at Annual) still need to be identified and assigned to planners. Chair Genevieve Owens recommend having the Program Committee chair work with the ALCTS Office to handle Midwinter arrangements by the end of October and Annual arrangements by mid-April.

The Committee now has an Online Community. All documents relating to 2008 activities (proposals, tracking forms, spreadsheets, and this report) are posted there. This arrangement should facilitate the committee’s work and its communication with our Association.

Publications Committee

The minutes from the Committee’s 2007 Midwinter meeting were approved as corrected.

Paper Series Editor Anne Sleeman reported on paper series activities and the publication of two of the paper series titles completed by Pamela Bluh. The proposal form was revised to match the committee form.

LRTS Editor Peggy Johnson reported on LRTS activities. The ALCTS Board officially recognized Norm Medeiros and his staff for digitizing volumes 1-43 of LRTS and making them available in PDF. They are currently stored on a server until ALCTS’ new content management system is available. A small group has agreed to meet with Christine to determine how best to add value to them with OCR and metadata. They are now requesting that authors provide key terms to use for online access.

Janet Belanger Morrow updated the Committee on LMPI activities. Though Information Today had offered functional space for downloadable content, ALCTS thinks the new system will accommodate these needs (downloadable) and would prefer not having content on a third-party platform.

ALCTS Newsletter Online Editor Mary Beth Weber gave a report. New features include: information in calendar of events, “Looking Ahead” for individuals wishing to submit reports on events presented in the calendar; author guidelines for articles, such as article length, submission format, specifications for accompanying photographs or figures; and all deadlines for the year are now included with each issue. Suggestions under discussion include letters to the editor and letters from sections (one section per issue). The current assistant editor’s term concludes after the 2007 Annual Conference, and the Board approved appointment of a new assistant editor for a one-year term that will end at the same time as the editor’s three-year term.

The following Section Liaison Representatives updated the Committee on the status of their section’s publications proposals and manuscripts: John McDonald (AS); Douglas Litts (CMDS); Aiping Chen-Gaffey (CCS); Ann Marie Willer (PARS); and Connie Foster (SS). Each section representative reviewed their respective spreadsheet listing of publication proposals/projects and their status.

The ALCTS Board’s document “Delegation of Authority” was discussed. Some committee procedures will change to comply with the principles set out in this document. Macee Damon and Ann Marie Willer will review the publication handbook for ALCTS to determine which areas need changes (e.g., transmittal form, reporting, workflow charts). In practice, the Committee has always had the ability to form subcommittees, etc., and this document formalizes this practice. The Committee will also have responsibility for updating its content in the new ALCTS Planning Database.

Christine Taylor reported on the Office’s ALCTS Publications activities. Four titles have been released this year. She suggested that the Committee recognize Pamela Bluh for her outstanding work as the Paper Series editor. Those present agreed.

Christine Taylor also provided sales figures for five titles. She determines a break-even point for each publication, in terms of sales. The Sudden Selector series could be made available as a standing order if there are enough guaranteed orders.

No one was aware of the status of ALCTS publications in regards to the ALA standing orders/approval plans. Christine Taylor will look into this. No one was aware, either, of any jobber/vendor approval plans including ALCTS publications. Peggy Johnson will send summary information to Christine Taylor.

Christine Taylor distributed marketing information forms that she provides to authors. John MacDonald suggested that the completion of the form be made a requirement for final approval of the publication in order to motivate its completion by the author (or section publications committee or section publications chair). Christine noted she is receptive to any other ideas for marketing.

The ALCTS website will undergo redesign and updating. It will include a catalog of publications. Christine Taylor would like advice on how to present and organize this information.

Online Communities provides a link to the committee’s wiki. Committee members will review the Next Steps document and the ALCTS Strategic Plan and identify short-term and long-range goals.

There is a disconnect at the section committee level regarding who is responsible for shepherding manuscripts through the publication process. The Acquisitions Section has set up a system to assign committee members to authors to keep them informed about the process and to ensure that things move along. The question was raised whether the chair of the section publications committee ought to also serve as the section’s liaison to the Publications Committee. Charles Wilt recommends against this practice so that the Publications Committee has more continuity, and it also gives more people the opportunity to participate in ALCTS and section business.

Committee Action Items:

  • The ALCTS form used as a guide to marketing outlets for publications will be reviewed. The committee will recommend options for ensuring its completion.
  • The Strategic Plan will be revisited to identify goals and tactical objectives.
  • The spreadsheets that detail the status of publication proposals will be updated.

Paper Series Editor

Paper Series Editorial Board: Guests Robert Ellett and Sylvia Hall-Ellis introduced themselves and proposed that they work together to prepare Ellett’s manuscript for publication. The Editorial Board welcomed this collaboration.

The status of each current publication project was reviewed. The Board confirmed its focus on publishing papers from conference programs and preconferences. They prefer themed proposals.

The process for evaluating and shepherding proposals was reviewed; an adjustment to streamline the process was determined. There will be follow up with the ALCTS Office regarding this idea.

Ross Atkinson Lifetime Achievement Award

All committee business was conducted by telephone or via email. The committee discussed the criteria for selection, solicited and received nominations, and after reviewing an outstanding group of nominees, selected Brian Schottlaender as the first recipient of this award.

The committee strongly recommend carrying the nominees over from one year to the next. The dossiers for the nominees were well prepared and clearly represented a considerable investment on the part of the nominators. There were several nominees worthy of the award and future nominating committees should have the benefit of the hard work invested in assembling the dossiers. The committee believes that more than one of the nominators should be considered for the award in the future.

The Committee thanks ALCTS for the opportunity to be the first to honor Ross Atkinson’s memory with this award.


Acquisitions Section (AS)

Acquisitions Organization and Management Committee

The Committee chair reported on the previous day's successful preconference, which had 100 attendees. Following is a descriptive report on the preconference.

The ALCTS preconference “Workflow Analysis, Redesign, and Implementation: Integrating the Complexities of Electronic Resources in the Digital Age” took place on June 22, prior to the ALA Annual Conference. The preconference was planned and organized by the ALCTS Acquisitions Section Acquisitions Organization and Management Committee, and sponsored by Coutts Information Services.

Theory, Principles, and Strategies of Workflow Analysis

Rick Lugg and Ruth Fischer of R2 Consulting LLC began the preconference with an overview of the theory, principles, and strategies of workflow analysis: why libraries should undertake an analysis, how can libraries proceed with an analysis, what can be learned, and some of the obstacles. The reason for a workflow analysis is to improve efficiency and effectiveness so that a library can be better positioned to adapt to future developments and needs. R2’s methodology for analysis is a five-step process: understand the current environment, identify best “possible” practices, demonstrate the benefits, enable the organization, adjust and implement changes. To demonstrate what can be learned, Lugg and Fischer used a case study–an institution with a main and medical library. They identified the strengths of the libraries, signs of strain, new strategic directions, and ways to increase capacity within the organization to move in new directions. They closed with obstacles to change, including lack of leadership, outdated or non-existent policies, intractable personality issues, the need for different skill sets, false assumptions about the process, and external pressures such as reduced funding.

Staffing and Personnel Issues

Three librarians discussed specific practical issues related to workflow analysis. Catherine Tierney, Associate University Librarian for Technical Services, Stanford University, addressed staffing and personnel issues. Tierney focused on establishing continual change as a value within an organization. This culture of change involves an expectation that jobs will change over time, the encouragement of innovation, and effective performance appraisal. She identified key requirements for achieving a culture of change: empowering managers to evaluate staff using clear levels of expected job performance and to incorporate new work responsibilities into job descriptions; bringing along staff through communication, training, on-the-job experimentation, and rewards for innovation. Tierney discussed obstacles such as individuals’ differing capacities for growth, varying abilities among supervisors, and the lack of time and energy to devote to innovation. She closed with the advice that it is important to “be in it for the long haul.”

Workflow in Small Libraries

Kim Armstrong, Director of Collections Services, University of Illinois at Springfield, provided the perspective of small academic institutions. A workflow analysis was prompted by the library strategic plan which called for an implementation of new digital library products and increased use of vendor services and products to streamline and enhance local processes. As a result of the analysis, the acquisitions department automated its processes for firm orders using YBP’s GOBI system and established an interface between its integrated library system and the university’s financial system. PromptCat and shelf-ready processing for print monographs was implemented to streamline workflow between acquisitions and cataloging and to enable faster access. A cross-functional team is now examining workflow between the two areas. The library is also gathering data and making organizational changes to migrate to more e-only subscriptions. Next steps include participating in an institutional repository and workflow process for ordering individual e-books.

Electronic Resource Workflow

The final speaker addressed workflow for electronic resources. Celeste Feather, Serials/Electronic Resources Librarian, Ohio State University Libraries, used geological analogies to describe electronic resources and their workflow. As with tsunamis, hurricanes and volcanic eruptions in the natural world, the world of electronic resources is not calm or mature. New tools are being developed such as NISO’s Shared E-Resource Understanding and the WorldCat Registry, where information for setting up electronic resources is available in one place. Vendor system capabilities continue to evolve. Areas for delegation are becoming clearer: ordering, simple license negotiation, creation of ERM records, and management of A-Z lists for e-journals. Feather does not see a perfect solution to managing electronic resources at this time. To complicate the situation, e-books have introduced a new set of issues to be addressed.

The preconference ended with questions directed to the panelists about implementing changes that emerge from a workflow analysis and other issues raised during the presentations.

Preliminary review of the evaluations revealed that most attendees rated the speakers as good or excellent. Most felt there was a good balance of practice and theory, and appreciated the variety of perspectives that were represented. A few felt that the program was either too short or too long. The handouts were deemed helpful; some wanted to hear more about public libraries; many appreciated that all (print and electronic) workflows were addressed; many appreciated specific examples; some felt that the pieces held together well; many wanted more serial and e-book topics. Over all, this indicates the need for the topic of workflow redesign to be addressed periodically in the future.

The committee has traditionally sponsored a preconference every other year, and now must be cognizant of the increasing necessity of facilitating relevant and functional programs and preconferences in rapid response to member needs.

Discussion followed on additional possible future topics including a day-long workflow redesign session that includes speakers and break-out discussion sessions; sponsoring some sort of “working group” for emerging “next-generation resource discovery tools” or acquisitions management tools; the effects of RDA and FRBR on acquisition processes; the ongoing merging and blending of technical services processes (should departmental lines be dissolved? who is responsible for cross training?); and the organization of e-resources.

Given the interest and timeliness of the topic, the committee discussed and drafted a program proposal on e-book workflow. O&M will solicit partnerships with other interested groups for a program on management and workflow for e-books slated to take place at the next annual conference in Anaheim.

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, 2, 3, 4, and 7.

Education Committee

An update on status of current online classes was provided.

Fundamentals of Electronic Resources- Dalene Hawthorne

The course has been submitted to the ALCTS Office and is awaiting minor corrections. It should soon be available for testing by the committee.

Fundamentals of Serials- Christa Easton

The course is on hold until author returns to work.

Advanced Acquisitions- K.D. Ellis, Jesse Holden and Betsy Redman

The course is in the works.

Licensing Electronic Resources- Rick Anderson

This course is under discussion.

The role that the committee will play in reviewing and beta testing these classes prior to release was discussed.

A program proposal “Reinventing Acquisitions” was developed and presented to the ALCTS Program Committee for approval for the ALA Annual Conference in 2008.

Policy and Planning Committee

Karen Wilhoit and Kay Granskog will be rotating off the committee after this meeting. Patrick Steele will continue as Chair. New members, Marlene Slough and Laurie McHenry, were present.

The current committee members explained the committee’s functions to new members. The committee will continue its current function of reviewing other AS committees on a regular basis.

Judy Sterling, AS representative to the ALCTS Planning Committee, met with the committee to discuss a possible new role for the Policy and Planning Committee in the maintenance of the AS sections of the ALCTS Planning Database. Sterling shared sample printouts from the database, discussed the database’s status and possible timeframe for rollout. The committee agreed that this was a role they could fill. Tentatively, Policy and Planning expects to assign one member as a liaison to each of the other Acquisitions Section committees. This member will make sure that information is entered into the planning database and kept up to date.

Publications Committee

The most exciting news at Annual was Miriam Palm’s report that the Foreign Book Dealers Directory is available and fully functional on the ALA website. This has been a long desired outcome that is finally achieved thanks to the dedication of the Subcommittee members. The Publications Committee reviewed the status of fourteen publications that are in various stages of the publications process, and approved proposals for two new guides. There was a discussion of using other forms of publications such as brief online white papers, blogs and pod casts.

Research and Statistics Committee

Most of the meeting pertained to completing a review of its ALA program “Why Can’t Johnnie and Jane Get Published? Part 3: Research Survey Methods,” which was on Saturday, June 23. The program was a success. Fifty individuals attended and participated. Donald W. King discussed his career involvement with research methodology and survey methods. He spoke about many of the research projects with which he has been involved with over the past ten or more years. King also participated in the question and answer section of the program.

The second part of the program featured a panel of five editors from top library and information science journals discussing the state of publication today. William Potter (College and Research Libraries), Connie Foster (Serials Review), James Mouw (Library Collections Acquisitions and Technical Services), Karla Hahn (Library Resources and Technical Services), and Scott Seaman (Journal of Academic Librarianship) engaged the audience by showing what editorial boards and committees really expect from submissions, how they would like to see more quality research submitted using proper research methodologies, how authors can get help with their research, and particular insights into the workings of each publication.

The final component of the program allowed audience members to individually speak with the panel of editors and Donald King to get advice and guidance about possible research topics. Trisha Davis again did a wonderful job facilitating and commenting on various aspects of the research process and the process of getting an article published. The committee agreed that the program was a success and will help build for future “Johnny and Jane” initiatives, both through more programs and possibly online courses or workshops sponsored by ALCTS.

The committee spent the remainder of the meeting discussing topics for future ALA conferences. The group submitted a proposal for a hands-on preconference session on statistical analysis of data, particularly centered on data surrounding acquisitions and technical service functions in libraries. The committee also discussed how to host more frequent programs (the present cycle calls for a program every two years). The committee hopes to expedite the process and host a new program every eighteen months, rather than two years.

Regina Beach is the new committee chair for the next year. Michael Norman stepped down as committee chair and agreed to help the group through the next six months to make a good transition to Regina and the new committee.

Technology Committee

The program “Technical Services 2.0: Social Software in Technical Services” which was to take place on Monday was discussed. Rick Lugg will moderate and Matt Barnes, Beth Picknally Camden and Elizabeth Winter are presenters. A desire to see the presentations preserved on the ALCTS website was put expressed. It was noted that impending changes to the ALA website may delay the process. More news about the website is forthcoming.

New items for the future were discussed:

  • A desire to play a role with ANO in a re-occurring way, such as column or similar involvement was discussed. A couple variations in how that would be implemented were discussed. A short list of initial subjects and coordinators was chosen and the project will move forth.
  • There was an exchange of idea for future programs. A program on acquisitions and institutional repositories was suggested as a possibility for ALA Annual in Anaheim. It was accepted by the group and will be presented to the Program committee.


Cataloging and Classification Section (CCS)

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

The minutes of the January, 2007 meeting were accepted without modification, and the topics of non-filing characters in Hebrew and UNICODE were added to the agenda.

There was a short report on RDA by Hideyuki Morimoto, outlining the schedule set by the Joint Steering Committee for the release of the various chapters of the new cataloging code. The RDA Task Force, set up by CC:AAM to represent the interests of our study areas, reports directly to CC:DA on the interests of CC:AAM concerning the code.

Phil Melzer gave a very thorough report on developments at LC touching upon the concerns of CC:AAM. The report mentioned the loss through attrition of many LC specialized personnel in the Asian and African study areas. These valuable people are in most cases not being replaced due to fiscal concerns. LC is preparing to introduce non-Roman characters into its online catalog. JACKPHY records, formerly cataloged on RLIN, will be cataloged on both OCLC and Voyager with the demise of RLIN.

MARBI is reviewing and altering some features of the MARC format. CC:AAM members mentioned their concerns for the features of the MARC format that continue the use of non-filing characters in Hebrew and Arabic to exclude the initial articles in these languages. This exclusion of these initial articles alters the meaning of the original language. There is no immediate solution for this problem.

William Kopycki is chair of an interest group that is planning a program on the impact of non-Roman scripts in authority and cataloging records. Since other agencies have not made any further moves to proceed with UNICODE, it is not possible to plan a program at this time. This project will be put on hold until there are more developments in the area.

Bob Lesh gave an update on the report on the IFLA uniform title document for African literature conducted by the CC:AAM interest group. The second draft of the report was distributed by email to the Committee members, and comments were encouraged. If there are no objections from the interest group, the report will be forwarded to David Miller, who will direct it to the IFLA group.

Area study reports are submitted by email and will appear in full in the minutes of the meeting.

New CC:AAM members were introduced to the group, and thanks were given to departing members. (Individual letters of thanks will be mailed later.)

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

The Committee on Cataloging: Description and Access (CC:DA) met three times at the ALA Annual Conference in Washington, D.C. On Friday, June 22, the Committee discussed the drafts of Chapters 3, 6, and 7 of Part A of RDA: Resource Description and Access.

On Saturday, June 23, the main agenda item was the report of the ALA Representative to the Joint Steering Committee, John Attig, who presented his report on the April JSC meeting. CC:DA heard a report from Library of Congress representative, Barbara Tillett. The Task Force to Maintain the CC:DA Publication “Differences Between, Changes Within” reported that the revised version of the publication should be available online soon after Annual; once it is published the task force will be officially discharged. The Task Force to Review the Draft Functional Requirements for Authority Data presented its report which will be the basis for the CC:DA response to IFLA's invitation to comment on the draft.

On Monday, the Committee heard from Donald Chatham, of ALA Publishing Services, regarding the development of RDA Online; Beth Picknally Camden, Chair of the ALCTS Task Force on Non-English Access, regarding the Task Force's recommendations that specifically mentioned CC:DA; and from Everett Allgood, the MARBI representative, regarding the MARBI decisions made during Annual. The Task Force to Review the Statement of International Cataloguing Principles presented its interim review paper on the Statement. The Task Force on CC:DA’s Internal and External Communication presented its recommendation that CC:DA create a new official position of webmaster to be responsible for migration of the CC:DA website to an ALA server and for the website's ongoing maintenance; CC:DA voted to create such a position. The meeting ended with the ALA Representative to the Joint Steering Committee covering a few additional issues.

For further details and links to the documents discussed, see the Agenda for the meeting.

Cataloging of Children’s Materials

There was a short meeting following the program, “Cataloging Correctly for Kids: AV, E-Books, and More!” Eighty-three people attended the program, an indication that there is a need for, and interest in, practical information about cataloging of non-book materials. The Power Point presentations are posted on the ALCTS website.

Reports were submitted by Jane Gilchrist (Library of Congress), Joseph Miller (H. W. Wilson Company, and Winton Matthews (Library of Congress, Dewey Decimal Classification). Gilchrist’s report indicated that the electronic CIP (ECIP) program will become the standard, replacing the conventional CIP program. LC’s new Cataloging and Acquisitions website has a new URL. The Working Group on the Future of Bibliographic Control will draft a report and recommendations by September 1 for public comments. A final report will be issued by November 1, 2007.

Joseph Miller, the H. W. Wilson liaison, reported that the 19th edition of the Sears List is being published in June, with 443 new subject headings. Of special note is the development of new headings in two areas: Islam and graphic novels. Wilson will be publishing a new Spanish edition of its Sears List in early 2008, consisting of every heading in the current 19th edition, plus nearly 1,000 new headings for topics of uniquely Spanish or Latin American interest.

Winton Matthew’s report focused on the DDC data and MARC 21 bibliographic, authority, and classification formats and various translation partners.

Pam Newberg will represent our committee at the AASL Conference in Reno, Nevada, in November 2007. She will conduct an Exploratorium session at the conference.

Education, Training, and Recruitment for Cataloging (CETRC)

Rhonda Marker will arrange with the ALCTS Office to set up a discussion list for the subcommittee.

The subcommittee will begin to survey web-based/virtual/online courses in cataloging and classification. They will begin with the library schools. The committee will collect the data on Google Documents and Spreadsheets for ease of sharing among us. The survey will look for the status of the library school, whether a distance education course in cataloging or metadata is offered, the frequency with which it is offered, the number of contact hours for the course, enrollment restrictions, and cost. Following the survey of library schools, they will consider whether to extend the survey to library professional organizations, OCLC affiliates, consortia, and regional systems.

Other discussion:

The subcommittee discussed its charge, focusing on: identifying new content to be developed, and assessing CE needs in cataloging and classification. They also discussed the possibility of developing a review process for existing content. The issue of identifying group(s) or individual(s) responsible for creating and/or reviewing content has stalled the subcommittee in the recent past, and the continuing members are working hard to overcome that morass.

The progress of current CETRC courses was reviewed. The “Rules and Tools for Cataloging Internet Resources” is being updated.

Based on the Continuing Education Needs survey undertaken by this subcommittee in 2006, there is a need for a course of non-book cataloging. This content would be covered by the proposed ALCTS Fundamentals of Cataloging course.

Policy and Planning

CCS Policy and Planning completed the review of two committees and three discussion groups. Splitting the Policy and Research Committee in June 2003 had created the two committees, Research and Publications (RPC) and Policy and Planning (PPC). Both committees examined their original charges and activities and raised some issues for clarification. PPC discussed these concerns and brought them to the CCS Executive Committee for further consideration. RPC’s charge was substantially revised, and PPC’s charge was discussed but left unchanged. PPC requested that CCS Executive appoint a member of the PPC to serve as the representative to ALCTS Planning rather than the PPC Chair. PPC also recommended that section committees take responsibility for entering action items into the ALCTS Planning Database, with the PPC assigning liaisons to monitor and assist groups to ensure timely representation of CCS activities in the database.

Among the discussion groups reviewed, Cataloging Norms Discussion Group requested a revision of their charge to reflect changing workflows and quality standards for cataloging print and digital collections. PPC recommended a new charge, and CCS Executive Board approved a revised version with a suggestion to consider a more expressive name for the discussion group. PPC approved the reviews of the Heads of Cataloging Discussion Group and Copy Cataloging Discussion Group with no additional recommendations or changes to their charges.

Research and Publications (RPC)

Chair Aiping Chen-Gaffey welcomed those in attendance and announced that she will continue as chair for 2007-2008. Michelle Turvey was reappointed for another term. Rocki Strader was reappointed as intern. There are no new members for 2007-2008.

The Minutes for the 2007 Midwinter Meeting were approved as corrected.


  • Daisy Cheng and Windy (Winslow) Lundy gave a brief report on the ALCTS/CCS Forum on Bibliographic Control at ALA Annual 2007.
  • Aiping reported on the CCS Executive Committee meeting. The ALCTS Planning Database will be available soon. CCS Executive also approved several programs and preconferences for the 2008 Annual Conference. Since the submission deadline for 2008 program proposals is during the 2007 Annual Conference, RPC will look to submit a program proposal for 2009.

RPC Charge Review

CCS Executive is reviewing the RPC Charge, including clarification of the process for approval of publications that RPC sends forward, and possibly allowing provisional posting of essays pending approval.

Update on ALCTS Publications for Review

There will be an ad hoc subcommittee of CCS Executive Committee to examine the list from which RPC was selecting. A number of titles are not under the purview of RPC; Aiping will submit questions regarding why the title list includes non-CCS titles.

RPC essays/topics, etc.

Michelle Turvey and Rocki Strader’s essays have been approved by CCS Executive Committee and still need to be reviewed by the ALCTS Publications Committee. A decision from ALCTS should be made within two weeks. Aiping will send her essay to RPC for review in late August/early September. Topics for future essays were discussed. Alex Thurman volunteered to investigate updating the essay on subject access. Daisy Cheng and Mark Braden volunteered to investigate the essay on the role of paraprofessionals in cataloging.

RPC Programming

Planning for RPC programming was tabled until the 2008 Midwinter Meeting. Subsequent program planning will be for Annual 2009.

Subject Analysis

The Subject Analysis Committee met twice at ALA Annual 2007: Sunday morning and Monday afternoon. The SAC chair, the subcommittee chairs, and liaisons made their reports. Some of the highlights were:

The SAC Subcommittee on Genre/Form presented a program on Saturday. The program title was “New Developments in Form/Genre Access: Where We are, Where are We Heading, and Where We want to be.” Robert Maxwell, Brigham Young University; Adam Schiff, University of Washington; and Geraldine Ostrove, Library of Congress spoke at the program. Maxwell provided the context for form/genre headings (including a brief explanation of authority records for form/genre headings, and the mix of form and topic in current 150 headings in LCSH). Schiff discussed what has been done with form/genre headings at the University of Washington, and the impact of using them (i.e. in indexing). Ostrove addressed the use of authority records coded 155 for music headings and the conversion of corresponding subject headings in bibliographic records from 650 fields to 655 fields and the importance of this change for music. It was a very successful program. Over 300 people attended the program. The subcommittee was disbanded at the SAC meeting at ALA Annual 2007 since it fulfilled its charge.

Qiang Jin, Chair, SAC Subcommittee on FAST, reported that the SAC Subcommittee on FAST met on Friday. Ed O’Neill updated the subcommittee on the FAST developments since Midwinter 2007. Arlene Taylor presented an analysis of the assignment completed by subcommittee members that compares the differences between FAST and LCSH for seventy complex search terms. In other words, what FAST headings have gained or lost for those complex search terms. At that meeting, subcommittee members provided feedback to the FAST team on a sample of three FAST facets—chronological periods, events (conference and meeting names) and uniform titles. The FAST team will send the subcommittee a random sample of bibliographical records in the fall with all FAST facets. The subcommittee members will discuss issues concerning the sample at the subcommittee meeting at ALA Midwinter 2008.

The SAC Subcommittee on the Future of Subject Headings was established at ALA Annual 2006. The subcommittee is charged 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. After Midwinter 2007, a listserv established through ALCTS. Over 750 people signed up for the list. The list guided a discussion of the Strengths, Weaknesses, Opportunities and Threats of subject cataloging for three months, from February to April.

The members of the SAC Subcommittee on the Future of Subject Headings met on Friday and continued working on the preliminary report on the SWOT analysis to answer the question: Do Library of Congress Subject Headings provide a vehicle to adequately reflect subject discovery? The subcommittee will provide the final report at the 2008 ALA Midwinter Meeting, and will sponsor a program at the 2008 ALA Annual Conference. The ALCTS Program Planning Committee approved the program at ALA Annual 2007. It will take place on Saturday or Monday, 8–10 a.m. at ALA Annual 2008.

Lori Robare reported that the Joint PCC/CCS Task Force on Library of Congress Classification Training completed the development of training materials for a two-day workshop in LC Classification and delivered the materials to the Cataloging Distribution Service for publication. The workshop was presented as a preconference at Annual and will be available later this fall for general release.

Marcia Zeng and Athena Salaba, co-chairs of the ILFA Working Group on Functional Requirements for Subject Authority Records reported on the FRSAR. They also discussed their User Tasks survey results and the proposed model of FRBR group 3 entities. There was a lot of discussion following their talk.

SAC established a new subcommittee on genre/form at ALA Annual 2007. Patricia Dragon, a SAC member, is the subcommittee chair.


Council of Regional Groups (CRG)

Affiliate Relations

With several new members joining, the Committee discussed its role in maintaining contact between ALCTS and the regional groups throughout the year, the importance of keeping contact information updated, the overlap and communication between ARC and other CRG committees, and the expectations for interns.

Actions to be taken:

Continuing members will continue to track their assigned affiliates until notified of any changes to their assignments.

Incoming Chair Elaine Franco will obtain the list of assigned affiliates from outgoing Chair Sue Anderson. Franco will share this information with the CRG Executive Committee, CE Committee, and Speakers Bureau Committee, as well as with ARC.

Any affiliate not currently assigned to a committee member will be assigned to a new member, and assignments will be balanced among committee members.

Marlene Harris and Melanie McGurr will serve as ARC resource persons for the development of the CRG wiki.

Up-to-date affiliate contact information will be on the web by Midwinter or sooner.

Affiliates will be encouraged to add activity reports to the new CRG wiki.

The CRG email list will be updated, with the help of ARC. Discussion among affiliates, and messages from affiliates to CRG will be encouraged. Public librarians who do not attend ALA conferences will be encouraged to view CRG as a means for contact, discussion, and collaboration with ALCTS.

Procedures for affiliation will be updated and codified (including an updated form letter to be sent to prospective affiliates, proposed ALCTS bylaws revisions, a CRG procedural document).

Prospective affiliates (Missouri, Alaska, Ohio) will be guided through the affiliation process.

Continuing Education Committee

The Committee discussed progress on development of a Fundamentals of Technical Services Management Course and/or the development of a Project Management Course. CRG Continuing Education was given this assignment by the ALCTS Education Committee. It was generally agreed that committee members lack the expertise necessary for course development. On the whole, CRG’s role is more one of transferring information from one group to another. Cynthia Watters will report back to the Education Committee regarding CRG’s reluctance to proceed.

Discussion turned to the development of a CRG wiki, a task that is more appropriate for the Continuing Education Committee. A wiki can help CRG serve as a clearinghouse by directing people or groups who wish to develop programs or courses to proper sections or committees within ALCTS. It can also help the CE Committee to monitor topics of continuing education programs offered by ALCTS affiliates at local and regional levels. It will also inform the ALCTS Education Committee or other groups about programs on topics that are similar to the ones for which they wish to develop courses. The wiki is designed to help CRG fulfill a gatekeeper role in moving programs created by affiliates to ALCTS programs at ALA conferences, and making materials from such programs available to members of affiliates who cannot attend conferences.

New members Louise Ratcliff and Feng Shan volunteered to assist Christine Taylor from the ALCTS Office to set up and maintain the wiki. Virtual member Parker Owen is also interested in the wiki.

The “CRG Wiki Plan,” which includes the following proposed sections: ALCTS CRG documents, Affiliates (contact information and reports from regional groups, etc.), CE Clearinghouse (links on CE programs), Speakers Bureau, ALCTS links, What We Do Well in My Library, and Researcher’s Corner was reviewed. Members brainstormed about other possible features.

Actions to Be Taken

The Chair will contact the CE Committee with a list of other CRG members that should be involved with wiki development. The wiki and its basic structure will be on the web by Midwinter.

Nominating Committee

This year’s CRG Nominating Committee is a committee of one (the Chair), so a formal meeting was not scheduled.

The Committee Chair discussed possible nominees for the office of CRG Chair-Elect with members of the CRG Executive Committee during the ALA Conference.

Actions to Be Taken

After further consultation with the CRG Executive Committee, the Chair will contact prospective nominees to ascertain their willingness to serve, and will submit a slate of two names to the Chair of the ALCTS Nominating Committee by October 15, 2007.

Speaker’s Bureau

Following the 2007 ALA Midwinter Meeting, committee members attempted to contact invited speakers and keynote speakers at library conferences and subject teachers for ALCTS CE courses as possible candidates for the Speakers’ Bureau Directory. From January to June 2007, seven new names were added to the Directory as a result of this effort. At the 2007 ALA Annual CRG Affiliate Relations Committee meeting, the CRG chairs encouraged members of ARC to submit their names to the Speakers’ Bureau if they felt they could be of help in making presentations to the affiliates. After the conference, one of the ARC members filled in the SB information form. By June 30, 2007, there were seventy-four names in the SB 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 waiting to be completed after ALCTS migrates to the new ALA content management system. Before the 2006 ALA Annual Conference, the list of topics was finalized and submitted to Christine Taylor. In September 2006, at Christine’s suggestion, the procedure that had been followed to submit the updates to the Directory was changed. From September 2006 to present, only one updated version of the Directory on the last Friday of each month was submitted to Christine Taylor for uploading on the CRG website. This results in a shorter delay between a new speakers' submission and his or her listing. Christine Taylor prepared a version of the CRG Speakers’ Bureau Information Form and the Response Page for the committee to review. They were approved with minor editing suggestions.

Committee members discussed another effort to contact the CRG regional affiliate groups to assess usage of the Directory. Rather than posting the survey to the affiliate’s listserv, it will be sent directly to the chairs of the affiliates. It is hoped that this direct contact with chairs will generate more responses. This survey will also serve the dual purpose of marketing the Directory to the affiliates. Patricia Dragon volunteered to draft survey questions and will share them with other committee members for review.

The continued the promotion of the Directory was discussed. Lihong volunteered to draft a short article for ANO about the Speakers Bureau Directory based on Carol’s 2005 ANO article.

The chair contacted Christine Taylor about a wiki following the 2007 ALA Midwinter Meeting. Committee members could create Category pages to group speaker listings by particular topic areas. Further explanation of the topic area could also appear on these category pages along with titles of presentations given by speakers on that topic. Wikis offer flexibility and easy editing for information that changes frequently. Search engines also retrieve information provided by wikis. Some possibilities:

  • Establish the wiki and provide a link to the print directory (until there is no longer a need for the print).
  • Offer a nonrestricted page for comments and feedback on presentations or speakers.
  • Provide a page that contains each speaker's bibliography including links to print, podcasts, websites, other wikis, and blogs. This kind of page might be used to entice speakers to participate.
  • Include photos of speakers.

A wiki sounds very promising for the Speakers Bureau. A suggestion was made to provide links to the information form and the Directory from the CRG wiki. To ensure the quality of the Directory we will not restrict editing to committee members. Mary Walker volunteered to represent the committee on the CRG Wiki Task Force.


Collection Management and Development Section (CMDS)

Administration of Collection Development

Chair Sally Wilson Weimer welcomed the committee, and members introduced themselves. The agenda was approved. The minutes of the previous meeting (January 21, 2007) were approved. Stephen Dew agreed to serve as the recorder for the meeting.

Committee Roster Update

Weimer led the group in updating the committee roster. Kathy Tezla has resigned and will serve as CMDS Member-at-Large. In that role, she will serve as the Executive Committee’s liaison to this committee. Suzy Palmer has new job responsibilities and has resigned from the committee. Brian Quinn’s term has expired, and he is leaving the committee. Stephen Dew will be a new member of the committee. Weimer will continue as a member of the committee, and John Vickery is the Chair for 2007-2008.

Action Items from Previous Meeting

At the previous meeting, the committee agreed to investigate the possibility of developing a bibliography of recent publications on the topic “Use Measures for Electronic Sources,” which was a CMDS program at the 2005 ALA Annual Conference. The group agreed that the program is now a bit dated, and the idea to compile a bibliography will not be pursued.

Draft Tool Kit for Administration of Collection Development

Weimer reported that the committee has been developing a tool kit for administration of collection development, and distributed copies of three bibliographies that are still in the development stage: “Budgeting and Allocation” prepared by John Vickery, “Selection” prepared by Brian Quinn, and “Administration of Collection Development” prepared by Weimer.

Other documentation is planned, and the tool kit will be developed as a website with appropriate links to various resources. In addition, the committee can consider developing the site as a wiki, since ALA recently began using wiki software. A blog is another possibility for keeping the site current. Concern was expressed regarding the bibliographies since the abstracts or annotations will probably need to be original work, not copied from databases or journals. Bibliographies for the project should use a modified APA Style (author’s full names, not initials). For the project, Dew agreed to develop a bibliography on “Preservation & Digitization,” and Braden agreed to develop a bibliography on “De-Selection.” Lannom has already started a bibliography on “Cooperation in Collection Development.” “Training” is another subject that needs to be addressed. Drafts of the bibliographies should be completed and shared before ALA Midwinter 2008.

Update on Section Activities and Collaborations

Weimer reported that the working title for the 2008 Conference Program is “Making the Switch from Print to Online: Why, When, and How?” She also reported that there is a good opportunity for the committee to work with the Collection Development and Electronic Resources Committee to co-sponsor another program at the 2008 Annual Conference. Details about the proposal are being worked out and will be shared later with committee members by email.

Summary of Next Steps

Members agreed to complete first drafts of the remaining tool kit sections by Midwinter 2008. Members also agreed to work on the 2008 conference program details by email, as the ideas for the program(s) develop.

The tentative meeting time at ALA Midwinter in Philadelphia is Sunday, January 13, 2008, 8–10 am.

Collection Development and Electronic Media

For the past six months, the committee has been preparing for the program on institutional repositories. A conference call was set up for the speakers, co-sponsor groups were contacted, a bibliography on IR collection development and an evaluation form were created, program material was posted on the ALCTS website, and the program was marketed on several listservs, in various ALA publications, blogs and wikis.

Final arrangements were made for the program at the committee’s annual meeting. The program took place shortly after the committee’s meeting. Committee members’ responsibilities at the program, including distribution of handouts and bibliographies, equipment checks and other room arrangements, were finalized.

The meeting continued with the discussion of the 2008 Annual program proposal. Incoming committee chair, Selden Durgom Lamoureux reported that the proposal “Making the Switch from Print to Online: Why, When and How?” was approved by the ALCTS Program Planning Committee. The committee discussed the Program Committee’s suggestions, and there was an excellent and very productive discussion about the program’s focus. The committee also compiled a list of possible speakers for the 2008 Annual program.

There was a brainstorming session about possible co-sponsoring groups/committees.

Documentation of the committee’s work in 2006–2007 was uploaded to the ALCTS community wiki.

Education Committee

Committee introduced themselves. In addition to the members, Julie Reese from the ALCTS Office attended the meeting.

After two years of work, the Committee is finally near the end of the creation of the Fundamentals of Collection Development course. The course is nearly complete with two additional modules needed. The Committee wants to give Peggy Johnson a deadline of July 30 to complete the last two modules.

Incoming chair Ginger Williams set a timetable for completion of the review and testing. The dates were set as follows:

  • July 30- Final draft from Peggy Johnson
  • August 30- Teams review modules
  • September 30- Revisions sent to Peggy
  • October 15- Peggy sends revised content to Julie Reese at ALCTS
  • November 15- Julie Reese makes course available via WebCT or Moodle. She will need the names and emails addresses for those who wish to test the course
  • December 1- Conference call
  • December 15- Final test

Those wanting to test the course and how it will be tested will be determined through email discussions. The question was raised: Will the first offering be a beta test?

The review of the modules was set as follows:

  • Module 1: What is Collection Development and Management?- Brian Falato and Jack Hall
  • Module 2: Policy Planning and Fiscal Management- Ginger Williams and Brian Falato
  • Module 3: Collection Development- Anna DeVore and Arro Smith
  • Module 4: Collection Management- Jack Hall and new member
  • Module 5: Collection Analysis-Anna DeVore and Toni Katz
  • Module 6: Outreach, Liaison Activities, and Marketing- Toni Katz and new member
  • Module 7: Trends and the Future of Collection Development and Management- Arro Smith, Heidi Pettitt, and new member

Ginger created the following timeline after the meeting.

ALCTS CMDS Education Timeline for Reviewing Fundamentals of Collection Development 2007

Review: Our committee is responsible for developing an online continuing education course, Fundamentals of Collection Development (FoCD), similar to the very popular Fundamentals of Acquisitions course. We developed a list of competencies and Peggy Johnson is developing the course content. Peggy has sent us five of the seven modules and expects to have the last two modules to us in mid-July. We are responsible for reviewing the content, requesting revisions, and testing the online modules after Julie Reese loads them.

Nominating Committee

The CMDS Nominating Committee’s business was conducted via e-mail after an initial meeting during ALA’s 2006 Annual Conference on June 23, 2006, 9–10 am.

The Nominating Committee submitted their report for the 2007 elections to the CMDS Executive Committee on October 20, 2006. The report included a slate of names for vice-char/chair-elect (2007–2010) and member-at-large (2007–2010). The CMDS Executive Committee approved the slate of officers as submitted.

Publications Committee

Chair Harriet Lightman thanked outgoing committee members Stephen Atkins, Curt Holleman, Robert Nardini, and Joanne Oud for their outstanding service on the committee.

Sudden Selector Series

The committee was updated on the status of the Sudden Selector Series guides, and committee liaisons reported on particular guides. Due to changes in committee membership, it was necessary to appoint new committee liaisons for some of the guides. The business guide is complete and on sale at the ALA store. The music guide manuscript is complete. Litts and Beach (committee liaison for music) will read the manuscript and report to the full committee. Westgate, liaison for LGBTIQ, reported the guide is on track. Litts reported on revisions to the art outline, which he will discuss with the committee via email. Litts reported on several other guides, as follows: communication studies is on schedule, with a late August 2007 deadline; chemistry/chemical engineering guide is about one-half complete with an extended deadline; the history guide is on schedule. Harris will act as liaison for the communication studies guide. Lightman will act as liaison for the history guide. No liaison was appointed for chemistry/chemical engineering. A proposal for an English guide is in progress, and the author is making some minor adjustments to the proposal. Westgate is the new liaison for English. Lev, liaison for biology, reported that a proposal was submitted just before the ALA Annual Conference. Committee members were asked to review the proposal by July 9. Finally, Litts reported that the author for the children’s literature guide is no longer able to work on this guide. The committee decided to review the original children’s literature guide proposal and decide at midwinter whether to go forward with this guide, and find a new author. Litts reported on the pricing of the guides, which will be $28.95 each.

CMDS Guides

Committee members, following up on discussions at midwinter, reported as follows: Jagodzinski reported that the Guide for Writing a Bibliographer’s Manual (CMDS Guides, No. 1, 1987) and the Guide for Training Collection Development Librarians (CMDS Guides, No. 8, 1996) need to be updated and revised. The committee decided to proceed with work on updates to Guide #8. Lightman, Jagodzinski, and Westgate will work on this project. Casserly and Harris reported on the Guide to Evaluation of Library Collections (CMDS Guides, No. 2, 1989). They will pursue updating this guide, and compare it with existing guides published by Scarecrow Press.

Committee membership

A virtual intern will be invited to join the committee.

Future project ideas

Lightman reported on information gathered regarding this idea for the CMDS Guide Managing Media Collections, and will pass the information along to Harris and Lev, who will further explore this possibility. Discussion included conversation whether this should be proposed as a CMDS Guide or as a Sudden Selector Guide.

Working Paper Series

The committee continued to discuss the possibility of implementing an online working paper series on collection-related topics. Lightman and Litts will develop a proposal for such a series, and present it to the full committee prior to Midwinter 2008.


Preservation and Reformatting Section (PARS)

Management Committee

All current committee members’ appointments are confirmed through 2008 or 2009. K. Mokrzycki encouraged members to convey their interest in serving as future committee Chair.

Publication and Program Updates

M. Ingram distributed copies of the Task Force roster for the web publication “When Your Library Becomes a Crime Scene” which was recently revived at the 2006 ALA Midwinter Meeting. Ingram will keep the group informed of the Task Force’s work strategy and plans. [Subsequent action taken: the link to the ALCTS Program Publication form was forwarded to Ingram.]

K. Mokrzycki reported that the ALCTS Program Committee approved the final proposal for the 2008 ALA Annual Conference. The title is “P(l)anning for Gold: Preservation Models in California and the West.” Mokrzycki called for additional volunteers to assist with publicity, evaluation forms, handouts, and other logistical issues.

Discussion Group Reports

The Committee received reports or updates from all three discussion groups.


Reported a good turnout and good topics. The Management Committee supported the idea of starting PADG at 8 am at Midwinter and continuing the discussion/conversation on preservation programs in the digital era, which was a topic on the Digital Preservation Discussion Group’s agenda.

Preservation Issues in Small to Mid-Sized Libraries Discussion Group

The DG did not meet at Annual. Victoria Heiduschke will forward the name of the new Chair as soon as possible. The DG’s name change was confirmed by Section Chair Nancy Kraft and will be reflected when the ALCTS website is converted.

Digital Preservation Discussion Group

There was a very large turnout for the discussion of definitions of digital preservation, and other topics including the future of preservation programs in the digital era and digital preservation training needs. It was reported that PARS Executive Committee had approved the Digital Preservation Definitions statement.

New Program and Publication Possibilities

The Committee discussed possible new programs and publications. Topics included preservation issues for Institutional Repositories, and information or sessions on how to create a preservation website. Werner Hahn will follow up on a web-based assessment and decision-making tool that was mentioned at a Rare Books and Manuscripts Section conservator’s meeting. Carla Montori will follow up with PLA regarding preservation programs and possible collaboration. The high number of programs on disasters at this annual conference was also noted.

Policy, Planning, and Research Committee

The Committee continued its ongoing work to conceptualize options for changing PARS’ organizational structure, particularly for its discussion groups. A proposal submitted by Brian Baird was discussed. The proposal recommended reducing the number of discussion groups from nine to three. The rationale for this change was based on the low attendance at some discussion group meetings; “that there are more discussion groups than people can attend.” Likewise it was noted that PARS members have job responsibilities and/or interests beyond preservation and they desire to attend sessions outside PARS. Additionally, it was recognized that there are many non-preservation librarians who have preservation job responsibilities and that PARS needs to reach these professionals. The proposal also called for a closer examination of the whether an interest group, task force or forum structure was more appropriate than a discussion group.

Sue Kellerman shared her review and analysis of the other ALCTS sections. It was discovered that PARS had the most discussion groups with nine while the other sections had on average three.

The Committee discussed next steps, including investigating the ALCTS forum structure and reviewing the definitions for interest groups, discussion group and task forces to determine optimum flexibility for offering programs and addressing the needs of a changing profession. It was also recommended that a wiki be established to share information. The Committee agreed to present it findings and offer alternative structures (at least three options) to the membership at the 2008 ALA Midwinter Meeting in Philadelphia. Background information will be disseminated via the wiki and the PADG-L discussion list prior to the January meeting.

Program Planning and Publications Committee

2007 Programs

Digital Asset Management: Implications for Preservation (Karen Brown and Susan Koutsky) – 250 attendees

Saving Sound in Small Audio Collections: Reformatting (Tom Clareson) – 100 attendees

Preservation Film Festival (Victoria Heiduschke) – Twenty attendees

2008 Program Planning

P(l)anning for Gold: the California Preservation Program as a model of statewide collaboration (Karen Mokrzycki)

Staying Alive: Books through Print on Demand Technology (Debbie Nolan)

Moving Image Collections: Surveying Tools and Preservation Basics (co-sponsor with the Rare Books and Manuscripts Section)

2009 Program Planning (tentative)

Preservation Film Festival (PARS Education Committee)

Saving Sound IV (PARS Recording Media Committee)


The Preservation Manager’s Guide to Cost Analysis- This was the best-selling ALCTS publication for this fiscal year. It will be reprinted.

Guide to the Standard for Library Binding- The manuscript has been approved by the PARS Executive Committee and will be forwarded to the ALCTS Publications Committee very soon.

Bound Right: A Librarian’s Guide to Managing Commercial Binding Activities- The Committee is waiting for a revised manuscript from the editor.

Saving Sound- The Committee expects a publication proposal by August 31, 2007.

Digital Asset Management: An online publication, a Paper Series, and LRTS have been discussed as forums for the content of this successful 2007 program. The Committee has asked the parties involved to submit a publication proposal.

When Your Library is a Crime Scene- The Committee has requested a publication proposal from the PARS Management Committee.

Other Business

A different timeslot for future Preservation Film Festivals will be considered in order to attract a larger audience.

Recording and Photographic Media: Methods, Materials, Standards

Review of the Saving Sound III Program

Eighty-six people officially signed in at the program. The approximate head count was 105. A total of 170 CDs were picked up by attendees.

Discussion of publishing Saving Sound program materials for ALA. A web publication for the Saving Sound program contents will be suggested. This will enable easy updating of the information (particularly intellectual content and grant information). This will also allow other groups to link to the information, such as Conservation Online and the Society for American Archivists. The proposal is due on August 31, 2007.

A Saving Sound IV program was discussed. This program would address migration, quality control, and presentation (complete sound projects). This program would not happen until the 2009 Annual Conference in Chicago. A draft proposal may be submitted by Midwinter 2008 in Philadelphia.

Other Announcements/Discussion

Solidify coordination of committee with RPM discussion group

Discuss possible RBMS preconference seminar on moving image management at Annual 2008. Tara Kennedy is confirming with RBMS liaison Jen Teper if this is still a possible.

Tom Clareson has completed his term as co-chair. Tara Kennedy is the new Chair for 2008. A new co-chair has not been chosen.

Reformatting: Analog and Digital

The minutes from the ALA Annual were approved. The minutes from the 2007 ALA Midwinter Meeting were also approved.

There were reports from discussion group(s) and others:

Reformatting Discussion Group

Atalanta Grant-Suttie (Co-Chair)

The Reformatting Discussion Group hosted an open forum to discuss the role of metadata in planning for digital preservation initiatives. The discussion was followed by a report by Charles Kolb, Senior Program Officer from the National Endowment for the Humanities, Division of Preservation and Access. 22 participants attended the discussion, consisting of a variety of professional from major research libraries, vendors, as well as representations from the funding agency, the National Endowment for the Humanities.

Intellectual Access Interest Group

Atalanta Grant-Suttie (Co-Chair)

The IG hosted a panel discussion on the Registry of Digital Masters by Susan Westberg (OCLC), and OCLC’s eContent Synchronization Program: Supporting Mass Digitization Projects by Bill Carney (OCLC). Renette Davis, Head Serials and Digital Resources Cataloging, University of Chicago, provided feedback on how her institution began using the Registry of Digital Masters. There was time for questions and further discussion with the panel after the presentations. There were about forty attendees.

Association for Information and Image Management International (AIIM)

Myron Chace (Liaison to the Reformatting Committee)

Myron Chace submitted a liaison report that was an update from the Boston standards meeting. The “Activity Status Report” has not changed since the 2007 ALA Midwinter Meeting in Seattle. He reported that AIIM has considered moving toward “recommending practices” instead of working toward ANSI approved standards.

2007 Program “Digital Asset Management: Implications for Preservation”

Karen Brown

Program moderator Karen Brown reported that there were approximately 300 in attendance, and the program went smoothly. She received several compliments about speaker Joseph JaJa—attendees were pleased to hear from someone outside of ALCTS/PARS and the library community and encouraged more of this type of cross-pollination.

Other Ideas for Future Objectives/Directions/Activities for the Committee

General consensus was that there are some excellent resources in California to continue the Digital Asset Management discussion but not enough time to propose a program for Anaheim (Annual 2008). The Committee will continue to consider developing a program for Chicago (Annual 2009).


Serials Section (SS)

Acquisitions Committee

A number of issues arose in the course of Saturday’s meeting. Gary Ives reported on the progress of upcoming afternoon program “Making the E-Resource Infrastructure Work: Effective Metadata Exchange and Exposure.” Ives indicated that everything was well in hand, and his sole request was for a few committee members to collect the evaluation forms.

Everything is on track to co-sponsor a preconference with the SS Education Committee devoted to “Electronic Journals 101.” Anna Crech, Janet Hulm and Jill Mason have contacted Virginia Taffurelli, Chair, Education Committee. All the documentation for the preconference is in place, and preparations will be well underway by Midwinter 2008 in Philadelphia.

The Serials Acquisitions Glossary was again discussed. Everyone agreed that posting the glossary as a PDF document on the Web was not effective. Not a single entry had been proposed to supplement the Glossary. At ALCTS' suggestion, the glossary was migrated to a wiki platform. Finishing touches were recently added and it was posted to the ALCTS web site. There's also a link to the Glossary on the main ALA wiki page.

Despite the progress, it was agreed that it would take substantial input from both the committee and interested parties to revive the glossary. Various measures were discussed, including broadcasting the wiki on listservs, conducting a survey, corralling library school students, etc. to provide some momentum for the wiki version of the glossary. One thing that is clear is that it is very easy to submit materials to the glossary on the wiki platform. June Schmidt volunteered to serve as wiki editor.

The final discussion item was whether to suggest a program for the 2008 Annual Conference in Anaheim. There had been some initial reluctance from the committee to take on extra responsibilities in addition to the co-sponsorship of the preconference. However, the parties involved indicated the latter would not pose much of a burden, and the committee should feel free to submit a program proposal. Several ideas were discussed, and Anna Crech proposed the one that gained the most favor. Her suggestion was to focus on practical day-to-day problem solving skills and techniques in dealing with electronic journals and continuing resources in general. She proposed a tentative title: “Jumping the Fence: Merging Print and Electronic Serial Workflows.” She agreed to serve as Program Chair for Anaheim.

The Monday meeting was a brief. Gary Ives reported on the evaluations from Saturday afternoon’s program. Although the evaluations were somewhat low in number, they were notable for their high marks and were almost universally congratulatory. However, attendance was impressive—standing-room-only with well over 300 present—and the high buzz factor following the presentations clearly indicated the program’s success. All those present were optimistic that the Anaheim program would build on the success of the DC program.

Bowker/Ulrich’s Serials Librarianship Award

The CSA/Ulrich’s Serials Librarianship Award is presented annually to an individual who has made distinguished contributions to the field through the professional literature, leadership in serials education, the development of serials management or access tools, or the advancement of the profession. This year’s selection committee unanimously chose Julia Blixrud as the winner of the CSA/Ulrich’s Award. Ms. Blixrud’s contributions have influenced virtually every aspect of serials work from cataloging to publishing to access and she has clearly met or exceeded the award criteria.

Early in her career, Ms. Blixrud served project manager for CONSER’s A&I Coverage Project, which enriched the emerging serials record database with essential abstracting and indexing information. At this time, serials were primarily in print format, and the CONSER A&I project created essential access points to the growing body of scholarly publications. In recent years, Ms. Blixrud has been a catalyst in scholarly publishing’s digital revolution, as a key developer and proponent of both SPARC and BioOne. From print to online, from punch cards to digitization, Julia Blixrud has been at the forefront of developments in serials work and scholarly communication.

With more than seventy publications and a record of presentations in virtually every state of the union and internationally, Ms. Blixrud’s contributions to the advancement of serials librarianship are unparalleled. She has labored tirelessly in her outreach efforts within the library and academic communities to broaden understanding of the complex economic and political issues in scholarly publishing. More important, as Mary Case, the former director of the Association of Research Libraries’ Office of Scholarly Communication notes in her letter of support, “� not only did Julia talk at all of these events—she listened. She brought back to colleagues at SPARC and ARL a sense of how various constituencies responded to the issues and [ARL’s] messages. She helped us to shape our communications, our educational materials, and our programs based on what she heard from librarians, faculty, and publishers around the globe.”

Continuing Resources Cataloging

Committee liaisons Les Hawkins, Regina Reynolds, and Kevin Randall gave reports on CONSER, LC/ISSN, and CC:DA respectively. The reports were followed by a panel discussion featuring three cataloging experts, Diane Boehr, National Library of Medicine; Helen Heinrich, California State University, Northridge; and David Bade, University of Chicago. Each panelist spoke briefly and addressed three questions posed by the committee:

Serials cataloging practice within libraries has traditionally focused on title level access. What are some ways that the bibliographic information used for serial titles can be more effectively merged with the article-level information in A&I databases to facilitate access to article level description (and links to full text), print holdings information for the library, and title level description in a more unified way? Should this kind of unified access be the result of display systems, or do libraries need to change their cataloging/metadata practice to accommodate the needs of other communities to make this happen? Discuss the implications of those changes.

Libraries have long engaged in cooperative cataloging for title-level serials access. In the last few decades, libraries have increasingly used vendors to enhance or extend information about serials in library catalogs. Examples include using Serials Solutions MARC records to track online journal holdings or using open URL resolvers to provide information about print holdings as well as links to electronic content where appropriate. In many cases, using vendor or publisher supplied data represents a departure from the library’s traditional practice for cataloging continuing resources. Examples include accepting separate records for e-resources from vendors when conventional practice is to use a single-record when the cataloging is done in-house, or the potential use of ONIX data to create local holdings records for online journals. Should continuing resources cataloging standards change to accommodate greater use of non-library created data? What can libraries do to increase our flexibility and allow us to use vendor data more effectively?

The CONSER Standard Record represents an attempt to streamline cataloging processes for serials, reduce redundancy in the work of catalogers, and create less cluttered, easier to read public display records. What do you see as the long-term impact of the CONSER Standard Record? How do you see serials cataloging standards evolving over the next five or more years, and what role do you think the CONSER Standard Record will play in that evolution?

A lively discussion amongst the panelists and the audience ensued after the presentations. There were no easy answers to the questions, and each of the panelists as well as audience members presented differing viewpoints. The conversation provided a good forum for exploring possible future directions for continuing resources cataloging.

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.”

Education Committee

Achievement of Objectives

1. Completed the following documents:

  • Syllabus for Serials Preservation and Archiving
  • Syllabus for Serials Collection Management (Print and Electronic)

These documents will be forwarded to the Executive Committee for approval before they are submitted to the Publications Committee. The first syllabus might be developed into a program proposal for Annual 2009.


Core Competencies

This document had been forwarded to the Executive Committee for approval before it was submitted to the Publications Committee in April 2007. Due to a communication breakdown, the committee had a very short time to prepare this document. After re-examining it during the meeting, committee members agreed to revise it. Expected completion is Fall 2007.


ALCTS Events at Annual, especially the ALCTS’ exhibit booth and ALCTS’ President’s Program were highlighted.

Preconference Proposal Annual 2008: “Electronic Serials 101”- Possible speakers, were suggested, broadening audience to include vendors, additional co-sponsors. These suggestions were forwarded to the Planning Subcommittee co-chairs.

Suggested Name Change- The committee suggested several changes to the wording. These were given to Marilyn Geller, Policy and Planning Committee liaison, at the SS Executive Committee meeting.

Committee’s web page review- There was a suggestion to add the meeting minutes, a link to the Syllabi and Core Competencies documents, a list of current projects, and a list of past program and preconference co-sponsorships. These additions might generate more volunteer applications for the committee.

Action Items

The Serials Section mission statement was reviewed in relation to the ALCTS Strategic Plan 2006–2011. There was not much time to discuss this, and it will be discussed more fully at the Midwinter meeting.

Policy and Planning Committee

At Saturday’s meeting, the committee made a final review of the name change proposal to be taken to the section executive meeting on Sunday. There was an update on the Strategic Planning Database. Committee members agreed to propose to SS Exec that input and revisions to the database are limited to the committee chair or a designated member of the originating committee. In addition, the chair of P&P Committee should be notified to ensure that the entry is made. The remainder of the meeting was spent discussing the agenda for the coming year.

A list of defining characteristics for interest groups versus discussion groups will be used to help section groups determine their status. The committee discussed the pros and cons of asking committees to consider their status, and agreed to bring the discussion to the executive meeting for guidance.

At Monday’s meeting, the committee worked on an announcement for the section name change. A list of places to post the announcement was compiled.

The committee set a schedule of tasks for the coming year. The letter to Committee/Group chairs that cites the Strategic Plan and identifies pros and cons of various kinds of groups and committees was discussed. This letter will be distributed to chairs and liaisons, who will be asked to include on their midwinter agendas. Policy and Planning Committee members will visit other committees at All Section Committee meeting on Saturday morning with the goal of getting groups to consider how they fit into the strategic plan, and what kind of entity best fits their needs.

During the Section Executive meeting on Tuesday, the Board suggested that Policy and Planning members ask all groups and committees to review their designation and justify it or choose a better fit for their activities.

Research and Publications Committee

Guidelines for Managing Microforms in the Digital Age is underway, and the deadline has been pushed back to January 2008. ALCTS Publications has requested regular status reports to ensure that this publication maintains continuous progress toward its scheduled completion.

The committee reviewed two syllabus proposals from the Education Committee and approved both.

Connie Foster was unable to deliver her report from the ALCTS Publications Committee in person, and sent an update via email shortly before the conference. Items of interest to the Serials Section Publications Committee included ALCTS’ interest in wiki technology and the issue of marketing information about available resources.

Prior to Midwinter 2008, the committee plans to:

Develop a focused proposal for a wiki, including the intended scope and potential issues related to rapid online publication. Beth Bernhardt and Anne Mitchell will draft the proposal and circulate it within the committee for comment before it goes forward to the Board.

Assign members to regularly communicate with designated groups to encourage new publications. Committee members agreed that without clearly articulated liaison responsibilities, it would be difficult to build and maintain such relationships.

Sion Romaine is the incoming committee chair; Anne Mitchell will remain on the committee as a regular member.

Serials Standards Committee

The Serials Standards Update Forum 2007 was held on Sunday June 24, 2007, 10:30 am–12 pm. All the speakers were from NISO groups:

Oliver Pesch (Standardized Usage Statistics Harvesting Initiative/SUSHI)

Nathan Robertson (License Expression Working Group)

Karla Hahn (Shared E-Resource Understanding/SERU)

Approximately fifty people attended. The speakers were all excellent, with informative PowerPoint presentations detailing their topics and the progress that is being made in each NISO sponsored groups. The presentations and question and answer discussion filled ninety minutes.

The Serials Standards Update Forum is now a standard annual presentation that has a sponsor. Cindy Hepfer, the Serials Standards ALCTS liaison, was instrumental in securing a commitment from Swets Information Services for three to four years.

The Committee discussed establishing the Logistics of Serials Standards Update Forum as an annual program. They discussed details of sponsorship and timeframes/deadlines. The discussion emphasized that the importance of timing.

In light of Swets’ sponsorship and the fact that an ALCTS forum requires less planning, the committee considered the feasibility of holding the forum at both ALA Midwinter Meetings and ALA Annual. It was felt that this frequency might help committee members stay active and on top of emerging standards issues throughout the year. The committee agreed to investigate if there is time to hold a forum in Philadelphia for the upcoming Midwinter Meeting. Possible topics and speakers have been identified.

The committee discussed the Serials Standards Online Bibliography Subcommittee. This project has not had much activity in the past few years. Members agree that the project has a lot of potential as a helpful resource and reference guide to serials standards issues, yet will need much attention to revamp and overhaul. The committee will communicate via email about how to proceed.

Committee members discussed ways to better communicate between ALA meetings and throughout the year. The committee needs to do a better job with their charge of commenting and responding to calls for input on proposed standards. There should be a better effort by the committee to provide an official response when requested. It is not necessary for each member to submit a response, but there should be an online discussion and agreement among members resulting in one collective, integrated response given on their behalf.

The committee considered the possibility of establishing liaison relationships with other standards committees. This might be a helpful way to expand their base of activity within ALCTS.

Union List of Serials

The revised committee name and charge were tentatively approved at Midwinter, pending revision. Revisions were made and the charge now reads:

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, and union catalogs. The committee will collaborate with ALA committees with related interests.

The committee identified other ALA groups with related charges with which they may want to interact. These groups deal with various aspects of holdings. One purpose this committee serves is to bring together all aspects of holdings information. The Committee on Holdings Information began its cooperative venture by successfully recruiting a liaison from the RUSA STARS ILL committee.

Other groups of interest:


  • LITA/ALCTS Machine-Readable Bibliographic Information Committee (MARBI)
  • ALCTS/LITA Electronic Resources Management Interest Group
  • ALCTS/LITA Formats Discussion Group (or MARC Formats Interest Group)
  • SS Committee to Study Serials Standards


  • LITA/ALCTS CCS Authority Control Interest Group
  • SS Continuing Resources Cataloging Committee
  • CMDS Administration of Collection Development
  • Publication Pattern Discussion Group

Email discussion lists

  • ILL

The committee discussed and identified ideas for an ALA program:

  • Z39.50 and how to set it up
  • Coding in the MARC Format for Holdings Data
  • Impact of RDA on holdings information

The committee also discussed and identified issues that might be addressed as an ALA program or in educational and training documents:

  • What is the impact of providing e-journal holdings in the MARC 856 field rather than in holdings records?
  • How can a library convert from non-MARC to the MARC21 Format for Holdings Data?
  • What are the various places in which holdings information is found? What is the impact on users when holdings information is found in a variety of places?
  • Which MARC fields are necessary for various functions? What are the functional uses of different pieces of holdings information? (Some functions we identified include: ordering, collection development, statistics, ILL, library users, circulation.)

There were reports from the OCLC UL group and the RUSA STARS ILL committee.

Relevant standards that have been recently released or revised were discussed:

  • ISO TC46 standard (ISO Holdings Schema) (at ballot)
  • ONIX for Serials Coverage Statement (Draft release 0.9 (June 2007)
  • ONIX for Serials: Serials Online Holdings (Release 1.1 (draft June 2007)