Annual Conference Reports

ALCTS Annual Reports 2007–2008

Membership Address, June 2008 | ALCTS Annual Report | Acquisitions | Cataloging & Classification | Collection Management & Development | Continuing Resources | Preservation & Reformatting | Council of Regional Groups

One of the ALCTS president’s responsibilities is to prepare an annual report summarizing the association’s accomplishments during the preceding year. The following oral report was made at the ALCTS Membership Meeting and Awards Ceremony, Sunday, June 29, 2008. The full report has been published in the October issue of LRTS and also appears on this page.

Address from Annual Membership Meeting

Pamela Bluh, ALCTS President

I have always been a fan of lists as a way to organize and prioritize tasks. Lately there seems to be renewed emphasis on the value and importance of lists, perhaps highlighted by the release of the Jack Nicholson/Morgan Freeman movie “The Bucket List,” so in considering how to report this year’s major accomplishments, I decided I would make a list and taking a cue from the 7 Measures of Success: What Remarkable Associations Do That Others Don’t, and from David Letterman, I now present you with my top ten reasons why ALCTS is a remarkable association!

Number 10. Because we activated the long-awaited strategic planning database so members and staff are finally able to monitor progress toward fulfilling the association’s goals and objectives;

Number 9. Because the Serials Section was renamed as the Continuing Resources Section (CRS) – responding to industry trends;

Number 8. Because we recognize the diversity of this nation’s library users and the importance of making information accessible in languages other than English, by implementing the recommendations contained in the report of the Task Force on Non-English Access;

Number 7. Because we used the 7 measures of success to survey our members and identify our strengths and weaknesses and then took steps to improve communication, obtain and use statistics more effectively and adapt the organization more readily to changing industry conditions;

Number 6. Because we converted all discussion groups to interest groups, thereby creating more opportunities to deal rapidly with evolving industry conditions;

Number 5. Because we played a leadership role, under the direction of PARS - on matters related to preservation, by drafting the Definitions of Digital Preservation and revising the ALA Preservation Policy;

Number 4. Because we contributed to the national dialogue on the future of bibliographic control by preparing testimony, drafting comments, and identifying specific actions for ALCTS to take in response to the recommendations in the final report of the Library of Congress Working Group on the Future of Bibliographic Control;

Number 3. Because we launched the e-forum discussion as one mechanism to open up communication, giving members and non-members alike a vehicle to express their opinions on topics of immediate concern;

Number 2. Because we focused attention on continuing education by completing development on new online courses and by inaugurating a series of webinars to deliver content to the desktop;

It has been a remarkable year. Working with the Board, with the Sections and Committees, with Mary Beth and with Charles, Christine and Julie has been a pleasure.

So, the Number 1 reason why ALCTS is a remarkable association. . .

Because we are a diverse organization blessed with enthusiastic, energetic, engaged, members and a dedicated, devoted staff that encourages our various and varied activities and supports us when we take risks and experiment with entrepreneurial enterprises.

Association for Library Collections and Technical Services Annual Report 2007–2008

2007–2008 has been a year of contrasts. The nostalgia and excitement of the 50th anniversary celebration in the summer of 2007 was followed by period of tranquility throughout the fall and winter, finally culminating in renewed energy and enthusiasm in the spring of 2008.

Future of Bibliographic Control

Throughout 2007–2008, attention was focused on activities related to the Library of Congress Working Group on the Future of Bibliographic Control (LCWG), particularly drafting testimony for the working group’s public hearings and preparing a detailed response to the final report “On the Record” on behalf of ALA. In the spring of 2008, a task group appointed by the Board analyzed the recommendations in the Working Group’s report and identified and prioritized those recommendations which ALCTS is best suited to address. See: ALCTS Recommendations for Action, On the Record and Ten Actions for ALCTS to respond to the LC working group report. A second task group will continue the work by overseeing the implementation of these recommendations in the coming year.

Non-English Access

A steering committee appointed to oversee the implementation of recommendations made by the Task Force on Non-English Access began its work in the summer of 2007. The work is complex and time-consuming, and requires collaboration and consultation with numerous groups within ALCTS as well as in the information community at large. An implementation plan developed by the committee provides structure and focus and has helped clarify the committee’s role within the community. A discussion list,, initially designed to facilitate discussion among steering committee members, is now open to the entire library community and has greatly enhanced the committee’s visibility.

Organizational Effectiveness

“The role of libraries is certainly in a state of transformation …[as is] the change in library user expectations.” [ Overview of the Next Steps Document 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)

Recognizing the validity of this statement, the ALCTS Board of Directors surveyed the membership using The 7 Measures of Success: What Remarkable Associations Do That Others Don’t [ASAE, Washington DC, 2007]. Response was outstanding and revealed that the members consider ALCTS to be a remarkably successful organization. The survey pointed out, however, that improvements in the areas of communication, effective utilization of data, and organizational adaptability, are highly desirable.

To address the concerns that were voiced about communication, an electronic discussion forum ( was launched to give members and non-members alike a vehicle where topics of immediate interest could be discussed for brief periods of time. The inaugural discussion, on communication, attracted 112 subscribers and indicated very clearly that perceptions about the suitability and effectiveness of the association’s communication channels differ widely and there is a definite need for different forms of communication depending on the audience. Nearly two-hundred subscribers have registered for the e-forum and a second discussion on the use of vendor and publisher supplied cataloging records generated enthusiastic responses. New discussion topics will be featured on a regular basis and will be announced in advance.

After a careful review of the association’s organizational structure, the Organization and Bylaws Committee submitted a ballot proposal to convert all discussion groups to interest groups. The proposal was approved by an overwhelming margin, a clear indication that ALCTS members are eager to support changes which create a more nimble organization where emerging issues and changing industry conditions can be addressed spontaneously.

Legislative Affairs

Throughout 2007–2008, ALCTS was invited to comment on a variety of matters of national significance ranging from the ALA Preservation Policy to increased funding for cataloging at the Library of Congress and support for shared regional depositories. Opportunities such as these raise the association’s profile and underscore the value of cooperation in the legislative arena.

Strategic Planning

In January 2008, the highly anticipated strategic planning website was inaugurated. Designed so members and staff can easily track the scope and range of the association’s work, the database facilitates collaboration among individuals and groups. Members are responsible for recording initiatives, relating them to the association’s strategic plan, and tracking their progress. Action items are identified for planning, budgeting, and programmatic development and will be used to assess progress toward the goals outlined in the strategic plan.

Fiscal Planning

Although remarkably successful programmatically, from a budget perspective, fiscal year 2007, which ended August 31, 2007, was an anomaly. Higher costs and lower than anticipated registration for the 50th anniversary celebration resulted in a deficit at the end of the fiscal year. A combination of conservative budgeting, trimming expenses, and more accurate revenue forecasting have helped mitigate this situation in FY 2008 and made it possible to begin to rebuild the association’s reserves. The dues increase for personal and institutional members implemented in the fall of 2007 was based on a detailed analysis of revenues and expenditures and in response to an anticipated increase of 3 percent in administrative costs over the next three years. The additional funds generated by the dues increase will help to offset inflation and support the association’s administrative services as well as establish a solid foundation for new initiatives and project development.

Sections and Services

One of ALCTS’ most significant characteristics is the diversity of its members. They are affiliated with libraries of all types and sizes and include library staff at all ranks. Mentoring members and offering them support, encouragement and opportunities to excel professionally are high priorities for ALCTS. This means reaching out to various constituencies, understanding their professional requirements and creating products and services that address those special needs. During 2007–2008 ALCTS focused particular attention on its public library members and made a concerted effort to engage them in association activities through both actual and virtual committee membership and by reflecting the public library perspective in program content when appropriate.

Throughout the year, the “Spotlight on Sections” column in the ALCTS Newsletter Online provided each section an opportunity to highlight its activities. The Serials Section responded to the changing serials landscape by changing its name to Continuing Resources Section (CRS). The Preservation and Reformatting Section (PARS), at the request of ALA, updated the ALA preservation policy and drafted definitions for digital preservation. The Council of Regional Groups (CRG) established a wiki making it easier for affiliated regional and state organizations to maintain ties with the national organization. The Cataloging and Classification Section (CCS) took the lead, on behalf of ALCTS and ALA, in preparing comments for the LCWG and subsequently in analyzing the group’s recommendations.

Programs, preconferences, symposia, and fora continue to attract enthusiastic audiences at conferences. In addition, developing continuing education using a variety of platforms and delivery mechanisms, particularly those that deliver content locally and on demand is being emphasized. Two new web courses, Fundamentals of Electronic Resources Acquisitions and Fundamentals of Collection Development and Management were developed this year and will be offered for the first time in August 2008. The online Fundamentals of Acquisitions course, a staple of ALCTS continuing education offerings, continues to be offered and is routinely sold out. New online courses that focus on cataloging, including FRBR and RDA are in the planning stages. Collaboration with NISO (National Information Standards Organization) led to the development of “Demystifying Library Standards” a webinar that is the first in a series of web based mini-programs that will examine the industry standards used in technical services.

A robust publishing program including both traditional and online publications continues to attract attention and accounts for a significant portion of the association’s revenue.

Library Resources & Technical Services ( LRTS) the official journal of the association, also celebrated fifty years of publication in 2007. The entire backfile of LRTS has been digitized, however only volumes for 2000–2006 are presently accessible online.

The bimonthly ALCTS Newsletter Online ( ANO) provides members with association news, conference reports and announcements. The LRTS Editorial Board and the ALCTS Publications Committee continue to grapple with questions about open access, licensing, and copyright, as well as electronic publishing. A manuscript submission software program acquired by ALA during 2007–2008 will expedite acceptance or manuscripts and facilitate the peer review and revision process

Two new awards were established in 2007–2008. The Preservation and Reformatting Section (PARS) honored the memory of George Cunha and Susan Swartzburg, early leaders in cooperative preservation programming and strong advocates for collaboration in the field of conservation, with the LBI George Cunha and Susan Swartzburg Award. The award, sponsored by the Library Binding Institute (LBI), acknowledges and supports cooperative preservation projects and/or rewards individuals or groups that foster collaboration for preservation goals.

The Coutts Award for Innovation in Electronic Resources Management, generously supported by Coutts Information Services, is presented by the Collection Management and Development Section (CMDS) to a librarian who has demonstrated innovation and excellence in the practice of electronic collection management and development.

In summary, 2007–2008 will be remembered as the year when ALCTS responded to the controversies over bibliographic control and also focused attention on organizational renewal by developing new member services, by reaching out to all constituencies, by expanding the channels of communication, by collaborating with colleagues, and by exercising its leadership role in the library and information community.

Respectfully Submitted,

Pamela Bluh
President, Association for Library Collections and Technical Services

Acquisitions Section

Lynda Fuller Clendenning, Acquisitions Section Chair, 2007–2008

Section Membership (as of August 2007): 1,666 down from 1,765 last year.


  • Acquisitions Forum Discussion on Institutional Repositories: New Roles for Acquisitions led by Past AS Chair Trisha Davis and Past Past AS Chair, Karl Debus-Lopez (2008, Midwinter)
  • Locations and Dislocations in Technical Services: Coping with a Move Offsite– AS Acquisitions Managers & Vendors Interest Group (2008, Midwinter)
  • Institutional Repositories: New Roles for Acquisitions– AS Technology Committee (2008, Annual)
  • E-book Workflows: Selection and Access – AS Organization and Management Committee (2008, Annual)
  • Many-to-Many: The Growing Complexity in Library-Vendor Relationships – AS Acquisitions Managers and Vendor Interest Group (2008, Annual)

Program Plans for 2009

  • AS Forum: Are We Ready for E-book Approval Plans? (2009, Midwinter)
  • E-books: We Bought Them. Were They Worth it? – AS Research and Statistics Committee (2009, Annual)
  • The Power of XML – AS Technology Committee (2009, Annual)

Publications Status

  • Writing RFPs for Acquisitions: A Guide to the Request for Proposal (Published July 2008) Authors: Frances C Wilkinson and Linda K Lewis
  • A Guide to Media Acquisitions in Academic Libraries (approved; partially completed)
  • A Guide to Online Approval Plans (approved; partially completed)
  • A Guide to Ethics in Acquisitions Librarianship (proposal forthcoming)


Section Spotlight: Acquisitions (ANO, December, 2007) written by David Goldsmith, AS Member-at-Large

Executive Committee Activity

  • Interest in NISO activity expanded and promoted.
  • Jeanne Harrell, AS Secretary, trained on Collage.
  • AS website reviewed and suggestions forwarded, Jeanne Harrell with suggestions from Sherry Sullivan, Member at Large.
  • Planning database updated with preliminary data; turned over responsibility for updating to committee chairs and oversight to the AS Policy and Planning Committee.
  • All members of the Executive Committee have committee liaison assignments so that the Executive Committee and AS Committees stay in close touch.
  • Began discussions on 7 Measures of Success.
  • AS Gifts Discussion Group transition to the AS Gifts Interest Group.


Efforts to generate more Acquisitions submissions to LRTS continue. Our ALCTS liaison encouraged us to think about turning program content into LRTS articles.

Concern about the decreasing number of acquisitions librarians and its effect on membership.

Organization: Looking at changing the name of the section to reflect our involvement in electronic resources and to welcome new electronic resources librarians.

Committee Activity (of note and not mentioned in other categories)

Policy and Planning

Reviewing the Acquisitions Organization and Management Committee and Gifts Discussion Group (to be Interest Group) (five-year view)


Article on ONIX published in ANO, April 2008. Other topics under consideration with the idea that they may turn into programs once developed further.


2008 Leadership in Library Acquisitions Award presented to Karen Darling.

2008 Election results

  • Katharine Farrell (Princeton University) was elected Vice-Chair/Chair Elect;
  • Marsha Clark (New York University) was elected Member-At-Large.

AS Interest Group Chairs:

  • Acquisitions Managers & Vendors - Robin Champieux (Blackwell) and Martha Whittaker (George Washington University)
  • Gifts – Susan Thomas (Indiana University-South Bend)

Cataloging and Classification Section

Mary Charles Lasater, CCS Chair, 2007–2008

Communication with the Profession

During the 2007–2008 year, the Cataloging and Classification Section Executive Committee (EC) continued to take an active part in the important questions surrounding the future of cataloging and the concept of the catalog. The EC presented a Forum on the LC Working Group report during the 2008 ALA Midwinter Meeting. The EC prepared “Talking points” for the ALA Washington Office to use when lobbying Congress about the need for funding for the Library of Congress so they can continue to provide quality cataloging to support all libraries.

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 (CC:DA; Cheri Folkner, chair). Many appointments, including a new chair, were made to the RDA Implementation Task Force which began work and presented a program at the 2008 ALA Annual Conference. At Annual, the Task Force also took over presenting the RDA Update Forums. During the Annual Conference, the EC had an extended discussion, requested by John Attig, ALA representative to the Joint Steering Committee on RDA. Many CCS committees also held discussions about RDA.

Margaret Mann Citation

The Margaret Mann Citation Jury (Ann Vidor, chair) selected Martha Yee, Cataloging Supervisor, UCLA Film and Television Archive as the 2008 recipient of the Margaret Mann Citation. Yee was honored for her research as shared through her numerous publications, all of which are very timely and relevant to the current cataloging environment.

Continuing Education

At the 2008 Annual Conference, a two-day preconference, “Metadata and Digital Library Development” was presented to a sold out audience. Another preconference, “Cataloging Cultural Objects” was cancelled because of low registration. Section conference programs included "Creating the future of the Catalog and Cataloging” (Daniel Lovins chair); “Serving the whole community: Multilingual Access in Public Libraries” (David Miller, Chair); “ RDA Implementation and Orientation Strategies” (presented by the RDA Implementation Task Force); "You Know FRBR, But Have You Ever Met FRAD?” (presented by the ALCTS CCS/LITA Authority Control Interest Group); and finally, the CCS Forum presented with CC:AAM on International Authority File Issues.

The CCS interest group meetings provide stimulating presentations on a variety of topics pertinent to cataloging/metadata, and are highly valued by members. At the 2008 ALA Annual Conference, the Catalog Management, Cataloging and Classification Research, Cataloging Norms, Copy Cataloging, and Heads of Cataloging Interest Groups held timely discussions.

Executive Committee Decisions

The Executive Committee (EC) streamlined its meetings at Annual by working between meetings to conduct business, such as approving programs. In addition this year, the EC evaluated the use of a wiki for our work, approved the web publication of the RPC essay on vendor supplied bibliographic records (Aiping Chen-Gaffey, chair), approved CC:DA procedure changes (Cheri Folkner, chair), submitted a nomination for an IFLA committee, began working on the CCS website redesign and discussed ways to involve more public library catalogers in CCS. Following recommendations from the CCS Policy and Planning Committee (Sara Shatford Layne, chair), the EC approved a revised charge for the Subject Analysis Committee. Discussion was held, but will continue, concerning the restructuring of CETRC and the CETRC Subcommittees. The Policy and Planning Committee also began populating the Strategic plan database and discussed the purpose and maintenance issues. The Section had a number of important resignations this year, the Chair-elect, two committee chairs and a task force chair. In addition, the Nominating committee had to work to identify candidates.

Collection Management and Development Section

Betty Landesman, CMDS Chair, 2007–2008

CMDS members continued their active contributions in programming, continuing education, publication, and networking to support library staff engaged in collection development activities and to further ALCTS’ goals. Members of the CMDS Executive Committee this year included Linda Phillips, Past Chair; Betty Landesman, Chair; Genevieve Owens, Chair-Elect; Nancy Lee Myers, Secretary; and Kathy Mitchell (filling the unexpired term of John Webb),and Members-at-Large Susan Thomas, Kathy Tezla, and Jeff Kosokoff.


A new CMDS award, the Coutts Award for Innovation in Electronic Resources Management, was approved by the ALCTS Board. The inaugural recipient of the Coutts Award is Tim Jewell, director, information resources, collections, and scholarly communication at the University of Washington.


The first Sudden Selector’s Guide (Sudden Selector’s Guide to Business Resources) was published in April 2007. Since that time, the CMDS Publications Committee has been very active in adding to the series. The CMDS Executive Committee endorsed proposals for Sudden Selector’s guides to Biology Resources, Literatures in English, and Communication Studies. Manuscripts for Sudden Selector’s guides to History, Chemistry and Chemical Engineering, and Lesbian/Gay/Bisexual/Transgender/Intersexed/Questioning Studies are expected during the summer.

A comprehensive and detailed guide to selecting music resources was published at the end of June as a CMDS Guide.


The Collection Development and Electronic Resources Committee (Selden Durgom Lamoureux, Chair) presented a program at the 2008 ALA Annual Conference co-sponsored by the Administration of Collection Development Committee (John Vickery, Chair), "Making the Switch from Print to Online: Why, When, and How." A panel moderated by Judy Luther, President of Informed Strategies, included Jill Emery, University of Texas at Austin; Tim Bucknall, University of North Carolina at Greensboro; Noella Owen, Springer, Science Business and Media; and Kimberly Steinle, Duke University Press.

CMDS committees submitted no fewer than four program proposals for the 2009 Annual Conference. Topics include the Open Content Alliance (Administration of Collection Development Committee), collecting for digital repositories (Collection Development and Electronic Resources Committee), the changing administration of collection development (Policy and Planning Committee), and challenges facing new collection development librarians (“sudden selectors”).

CMDS agreed (along with PARS) to co-sponsor an ACRL Rare Books and Manuscripts Section program on “Archives and Special Collections on the Front Line and the Front Page” at the 2009 ALA Annual Conference.


CMDS sponsored an ALCTS Forum on collaborative collection development, coordinated by Ellen Safley, at the 2008 Midwinter Conference.


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

The Education Committee completed testing the “Fundamentals of Collection Development and Management” course. Peggy Johnson, the course developer, will teach the first session. The course is tentatively scheduled to begin in late August. Committee members are working on developing webinar topics that should have broad appeal.


CMDS committees participated in the ALCTS 7 Measures of Success initiative by discussing an analysis of the themes of the survey and strategies for improving the section’s organizational adaptability prepared by Genevieve Owens and Jeff Kosokoff, and planning how committees can apply these strategies.

Appointments and Elections

CMDS had the opportunity to nominate someone to a four-year term on the IFLA Standing Committee of Acquisitions and Collection Development. The nominee is Judy Jeng of New Jersey City University.

The Nominating Committee (Edward Shreeves, Chair) prepared a strong slate of candidates for the 2008 elections. Kathy Tezla was elected Vice-Chair/Chair-Elect; Harriet Lightman was elected Secretary; and Reeta Sinha was elected as Member-at-Large.

Continuing Resources Section

Daisy Waters, Continuing Resources Section Chair, 2007–2008

The Continuing Resources Section had an outstanding year. Soon after the year began, chair Daisy Waters encouraged everyone to be part of a winning team and align our goals with the ALCTS Strategic Plan 2006–2011.

Accomplishments include a change of name and mission by the section and two committees; completion of two publications; award committees selected outstanding worthy recipients; the nominating committee put forth an excellent slate of candidates for election.

A successful Open Access Forum co-sponsored by SPARC/ACRL/ALCTS-CRS was held June 28, 2008 in Anaheim. Connie Foster served as CRS chair representative in planning this well-attended program. A video of the event is online.

CRS provided input to the ALCTS Board of Directors on numerous occasions. One Board request was that Cataloging and Classification Section (CCS) and Continuing Resources Section form a task force to compile ALCTS' Response to the PCC Ad Hoc Series Review Task Force Discussion Paper on PCC Policies and Practices. Felicity A. Dykas (CRS) led this task force assisted by Eugene Dickerson (CRS); Maggie Horn (CRS); Gary Strawn (CCS) and Rhea Richards (CCS).

Highlights of Accomplishments

The section formerly known as Serials is now the Continuing Resources Section (CRS): This change of name and mission was approved in June 2007 and was undertaken to keep pace with the evolving nature of serials to include all formats. A feature publicizing the section's new name and mission was highlighted in ANO, volume 18, number 4. In addition, a Spotlight on Sections entitled "CRS Happenings" feature appeared in ANO, volume 18, number 5 that gave a glimpse of events planned by the various committees for the year. A work plan was prepared and distributed to CRS members as a guideline for the year.

Name and mission change approved for two committees:

CRS Standards Committee (formerly Serials Standards Committee): This change of name and mission was undertaken to update the standards committee to include best practices.

College and Research Libraries Interest Group (formerly Research Libraries Discussion Group): The name change is meant to "expand membership beyond research libraries to include other academic libraries." The mission change "brings the group into alignment with the section's mission" to "support studies, reports, discussions and publications" about continuing resources in all formats.

Publications Committee

The Education Committee completed two manuscripts for Web publication: Syllabus for Serials Collection Management and Syllabus for Serials Preservation and Archiving.

Award Juries

CSA/Ulrich's Serials Librarianship Award: recipient Victoria Reich, Stanford University, LOCKSS

First Step Award: recipient, Erin Leach, Washington University.


The CRS Standards Committee held its first ever Midwinter Update Forum, sponsored by Swets. Speakers, all of whom have been partners in SERU development were: Tina Feick, Swets; Selden Durgom Lamoureux, University of North Carolina, Chapel Hill; and Judy Luther, Informed Strategies and Co-Chair of the NISO SERU Working Group. Approximately fifty people attended this excellent panel which included an informative discussion on the SERU initiative and ended with a question and answer period. CRS also held a successful Annual Update Forum, June 29, 2008 in Anaheim.

The Serials Standards Online Bibliography is a project that has not had much activity during the past few years. Members agreed that "the project has a lot of potential as a helpful resource and should be reinvigorated.”

Committee Communication

There are plans to create a wiki for committee communications. The goal for the wiki is to have a more fluid way of communicating activities (forums) and updates to the online bibliography while the official site is being overhauled.

Policy and Planning (P&P) Committee

P&P distributed information to CRS committees, groups and juries on the ALCTS Strategic Plan; assisted each committee and group with appropriate tasks to input into the Strategic Planning Database; assisted each committee and group identify the appropriate type of group (i.e. committee, interest group, or discussion group) to realign group name and mission with the new CRS name and mission. The P&P committee distributed Planning Document on October 1, 2007 which informed each chair that at the Midwinter all- committee meeting on Saturday morning member of P&P committee will visit with assigned committees to help lead the discussion and come to consensus of type of grouping, name and mission.

All CRS committees populated the ALCTS Planning Database at the close of Midwinter 2007. This work was significantly aided by the diligent efforts of the Policy and Planning Committee members who took an active role in working during Midwinter with each committee to ensure that each committee's name and charge fall in line with the ALCTS Strategic Plan 2006-2011. The ongoing task of adding activities to the ALCTS Planning Database of committee work is under the leadership of committee chairs.

Research and Publications (R&P)

R&P reviewed CRS Education Committee documents: Syllabus for Serials Collection Management (Print and Electronic) Final Draft and Syllabus for Serials Preservation and Archiving. R&P forwarded documents to CRS EC for approval.

Committee on Holdings Information

(Formerly Union List of Serials) The committee plans to hold a forum on e-Serials during the ALA Midwinter Meeting, with a tentative date January 24, 2009 from 4:00-5:30 pm. Committee members are developing a resource page that will be "accessible from the ALCTS website" and will "give librarians a place to access information about holdings-related issues."

Acquisitions Committee

Held successful program at the 2008 ALA Annual Conference titled “Removing the Fence: Merging Print and Electronic Serials Workflows.” It was sponsored by the ALCTS Continuing Resources Section (CRS), and took place on June 28, 2008 in Anaheim. Speakers included: Oliver Pesch, EBSCO Information Services; Ted Fons, Innovative Interfaces Inc.; Angie Ohler, University of Maryland and Clint Chamberlain, University of Texas. Gary Ives, Texas A&M University Libraries served as moderator.

Continuing Resources Cataloging Committee

Held two well-attended and successful Update Forums at Midwinter and Annual. The Midwinter forum on January 14, 2008 attracted approximately 150 people. Agenda highlights include: “Yee Cataloging Rules, or, Alternative RDA: an experiment in designing a differentapproach to FRBR-izing the Anglo-American Cataloguing Rules with a focus on the rules for continuing resources” (Martha Yee, UCLA Film and Television Archive and Ed Jones, National University). The audience was greatly interested in the work and presenters received a lot of questions during and after the presentation. The forum also included an LC report (Regina Reynolds, LC); CONSER report (Les Hawkins, CONSER); CC:DA, MARBI liaison report (Kevin Randall, Northwestern University).

The Annual Update Forum

Held on June 30, 2008, in Anaheim. Agenda items included an LC report (Regina Reynolds, LC); CONSER report (Les Hawkins, CONSER); CC:DA, MARBI liaison report (Kevin Randall, Northwestern University); “On the Record: report of the Library of Congress Working Group on the Future of Bibliographic Control.” (Diane Boehr, NLM); and “FRBR for Serials: Rounding the Square to Fit the Peg” (Adolfo Tarango, UCSD).

More Activities

At the CRS Section all-committee meeting on January 12, 2008, the committee decided to continue functioning as a “committee,” to have no name change, and to substitute the term “continuing resources” for “serials” in the charge.

The Education Committee held successful one-day Electronic Serials 101-ALCTS Preconference on June 27, 2008 in Anaheim, which was co-sponsored by LITA/ALCTS Electronic Resources Management Interest Group; RUSA MARS Education, Training and Support Committee; LITA Education Committee; ALCTS Acquisitions Section Education Committee; and ALCTS Electronic Resources Interest Group.

The Journal Costs in Libraries Interest Group held the following successful programs:

The program at the ALA Midwinter Meeting in Philadelphia “addressed pricing issues surrounding emerging e-book models…" Speakers: Leo de Vos, Head of Pricing, Elsevier; Michael McCullough, Sales Manager, Duke University Press; Dennis Dillon, Associate Director, University of Texas Libraries; and Scott Wicks, Interim Assistant University Librarian, Cornell University.

The program at ALA Annual in Anaheim was title “Pricing Book and Journal Backlist Content as an Electronic Resource” The speakers were: Rick Anderson, Associate Director for Scholarly Resources and Collections, University of Utah, Marriott Library; Heather Ruland Staines, Global eProduct Manager SpringerLink; and Lois Smith, Communications Director, Human Factors and Ergonomics Society. Judy Luther, President, Informed Strategies, on A Shared Electronic Resource Understanding (SERU), published as part of NISO's Recommended Practice series, will provide an update at the end of the meeting.

The College and Research Libraries Interest Group (formerly Research Libraries Discussion Group of the Continuing Resources Section) held successful meetings this year:

At the ALA Midwinter Meeting in Philadelphia, two speakers presented on “FRBR and serials.”

At the 2008 ALA Annual Conference in Anaheim four speakers discussed three topics: Xiaoli Li (University of California, Davis) presented on a retrospective batch load project with OCLC, Beth Bernhardt (University of North Carolina, Greensboro) and Yvette Diven (Serials Solutions) presented on Project TRANSFER. Stephen Knowlton (ProQuest) discussed how the current draft of RDA addresses cataloging of reproductions, facsimiles and microforms. A discussion followed each of these meetings.

CRS members submitted several program proposals during the 2008 ALA Annual Conference in Anaheim for ALA 2009 Annual in Chicago to Joyce McDonough, CRS Representative to ALCTS Program Committee.

CRS members Brian Falato (member, Education Committee) and Sion Romaine (Chair, Research and Publications Committee) volunteered to work with Christine Taylor to update the CRS content for the website.

CRS members volunteered to be testers for FERA Online Course.

CRS secured an IFLA Standing Section Committee Representative from the ALCTS Continuing Resources Section. Stephanie C. Schmitt was recommended to serve a four-year (2009 through 2013) term. We are now awaiting approval of IFLA committee.

Council of Regional Groups

Carol Hryciw-Wing, CRG Section Chair, 2007–2008


Suggested changes to the ALCTS Bylaws as they relate to CRG, and CRG web pages were discussed at the Executive Committee (EC) meeting. A suggestion has been made to add one or more members-at-large to the CRG Executive Committee to provide leadership development opportunities for CRG members. Suggested changes will be uploaded to the CRG wiki for members to review and provide feedback. The goal is to have revisions ready for submission to the ALCTS Organization and Bylaws Committee before ALA Midwinter 2009.

CRG recognizes the need to make changes to the CRG web pages and some revisions have already been submitted. The CRG Secretary has been designated as the group’s official contact for web page changes and is the individual authorized to make such changes after training has been provided by ALCTS.

Incoming CRG chair Janet Lee-Smeltzer has made all appointments to CRG committees and has appointed CRG representatives to ALCTS committees. Lee-Smeltzer gave a presentation on CRG at the ALCTS New Leaders Orientation, and is hopeful that CRG might work with the RDA Implementation Task Force on FRBR and RDA training opportunities.

A CRG Forum on the topic services careers for public librarians took place at ALA Annual in Anaheim. The forum unfortunately drew just a few attendees. Possible reasons for the low attendance were considered. There was robust support for offering the forum again at the 2009 ALA Midwinter Meeting or the 2009 ALA Annual Conference. It was generally agreed that the topic might be considered for an e-forum, a webinar, and a publication, and could serve as the impetus for resurrecting an interest group on technical services in public libraries.

No action items were brought to the Executive Committee by CRG representatives to ALCTS committees. However, Helen Reed brought up comments made at the Budget and Finance Committee meeting concerning ALCTS’ decision to develop only online continuing education offerings and to limit regional workshops to those co-sponsored by another group.

Louise Ratliff is serving as the co-manager of the CRG wiki. More content is needed, particularly affiliate reports. Greater emphasis must be given to restructuring the wiki to allow for more intuitive and user-friendly navigation. An item of special concern was the limitation of wiki editing access to a limited number of CRG committee members due to the spamming problem which began before ALA Midwinter. Ratliff will consult with Christine Taylor and seek out an ADA-compliant account-verification feature to permit members to set up and use editing accounts on the CRG wiki. There is concern regarding how wiki content might be affected by CRG content on the new ALCTS website. It was noted that the website should be available this fall.

A proposal to expedite review of prospective regional affiliates was prepared and will be submitted for approval to the appropriate CRG officers, the ALCTS Organization and Bylaws Committee (O&B), and the ALCTS Board.

The EC will submit a statement to the ALCTS Board concerning three actions CRG hoped to pursue in support of the recommendations made by the ALCTS Task Group on the LC Working Group Report: (1) gathering feedback from affiliates about the need for bibliographic control specialists and the knowledge and skills such specialists should possess; (2) supporting partnerships between ALCTS affiliate groups and ALCTS in creating educational materials and helping to disseminate such materials in various ways; and (3) assisting in opening the standards development process to wider public scrutiny. The CRG Chair will send a brief memo to the ALCTS Board which will include a suggestion that the PCC should have a representative from the ALCTS Board and a list of activities which CRG can pursue in support of the recommendations.

Preservation and Reformatting Section

Andrew Hart, PARS Section Chair, 2007–2008

Highlights from the past year in PARS include a revision of the ALA Preservation Policy and ALA’s adoption of Definitions of Digital Preservation, development of a plan to consolidate the section’s committees and interest groups, presentation of successful programs, and recognition of colleagues with two preservation awards.

Preservation Policy and Definitions of Digital Preservation

At the request of ALA, PARS revised the ALA Preservation Policy, which was last updated in 2001. During the 2008 ALA Annual Conference, the ALA Council formally approved the revised policy and, with the same resolution, adopted the Definitions of Digital Preservation developed by PARS and approved by the ALCTS Board earlier in the year. ALA’s publication of the new policy is forthcoming and the Definitions of Digital Preservation is now available.

Restructuring PARS

The PARS Policy, Planning, and Research Committee (PP&R) was charged in 2006–2007 with studying the section’s large number of discussion groups and exploring the potential for consolidation. PP&R surveyed members, organized a well-attended discussion modeled on the Iowa Caucuses, and wrote recommendations for reducing the number of discussion/interest groups from nine to five interest groups. Building on PP&R’s excellent work, the Executive Committee developed a proposal to similarly restructure the section’s committees. Based on discussion in the Preservation Administration Interest Group, comments from individuals, and feedback via committee reports, the Executive Committee agreed to proceed with implementing a plan to consolidate the section from ten committees to five, and from nine interest groups to five.

In the new structure, committees focus on the operation of the section while interest groups provide avenues for discussion and development of ideas in the field. With fewer committees, the section will make greater use of short-term task forces to respond to specific needs as they arise. Reasons for restructuring include making the section easier to navigate for new members, adjusting the number of leadership roles to better fit the membership, raising the visibility of PARS activity in digitization and digital preservation, and reducing schedule conflicts within the section and between PARS meetings and preservation-related events elsewhere in ALCTS and ALA. Current PARS committee and interest group members will address transition details via email and through joint meetings at the 2009 Midwinter Meeting. The new structure will be fully in effect by the 2009 Annual Conference.


Becky Ryder became the first recipient of the new LBI George Cunha and Susan Swartzburg Award in recognition of her outstanding work in cooperative preservation programs and efforts to foster collaboration in the field.

Janet Gertz was honored with the Paul Banks and Carolyn Harris Preservation Award, sponsored by Preservation Technologies, for her record of leadership, teaching, and publication.

PARS also marked the passing of Ellen McCrady, a singular voice in preservation for many years, with a memorial resolution passed by ALA Council.


Staying Alive: Books through Print on Demand Technology

June 2008. A panel discussed the print on demand (POD) market, commenting on who is involved, what publishers are doing, in-house and outsourced POD options, as well as what libraries should consider when offering POD materials and services. The program was co-sponsored by the LITA Technology and Access Committee.

P(l)anning for Gold: Preservation Models in California and the West

The program explored how preservation collaboration in California and the West is yielding rich results and offering models for cooperative programs that span large distances between population centers. The program was co-sponsored by Public Library Association (PLA).

More Co-sponsorships

PARS also co-sponsored the RBMS program “‘Action!’: Setting Preservation Priorities and Ensuring Access to Your Moving Image Collections,” the LAMA/RBMS program “Security and Preservation of Rare Materials: Planning an Environmental Building Model,” and the LITA program “Collaborative Digital Initiatives: Show and Tell and Lessons Learned.”