Event Preview: Midwinter 2011

ALCTS Interest Group Activity in San Diego

To learn more about these events and registration information, see the ALA Midwinter Meeting web site. In addition, the Annual Midwinter wiki is also available. Consult it for events, registration, and other information related to attending the conference.

Access to Continuing Resources

The Access to Continuing Resources Interest Group will meet from 4 to 5:30 (location TBD). The discussion topic is “Expanding and Understanding Access Options: From Open Access to Patron Driven to Article Rental.”

Learn about some newer access options that meet your library needs. Some universities now require faculty to publish in Open Access journals.

Speakers and topics:

  • Bob Schatz (BioMed Central, Springer) will explain how your library can support this movement and how the SpringerOpen journals expand publication options.
  • Kari Paulson (EBL)
  • Patron-driven purchasing promises to match eBook purchases with precise researcher/student needs.
  • Paulson will detail this new “on-demand” acquisition option.
  • Bill Park (DeepDyve) will discuss how article rental offers varying access options that tailor fit content acquisition to researcher needs. Park will reveal how individuals and libraries can access valuable content through this new model.

Contact Heather Staines, ( Heather.Staines@springer.com) Chair, Access to Continuing Resources Interest Group, for more information.

Acquisitions Managers and Vendors

The ALCTS Acquisitions Managers and Vendors Interest Group will meet on January 9, 1:30–3:30 pm in the San Diego Convention Center, Room 23 C. The discussion topic will be “Patron Driven Acquisitions: Is It Provocative, Disruptive and Alienating or Pretty Darned Awesome?”

In preparation for the ALA Annual Patron Driven Acquisitions Preconference, the IG will host a lively discussion exploring the current strengths, weaknesses, opportunities and threats as more institutions come on board with PDA and will look at how it may shape the future. Are you already there? Come share your experiences. Are you considering implementing a patron driven workflow? Bring your concerns and questions to the table. Have you tried or thought about PDA and determined that it isn't a match for your institution's needs? This is a time to air those thoughts.


  • Bill Kara, Head, E-Resources and Serials Management and Boaz Theodor Nadav-Manes, Head, Acquisitions Services/Philosophy Selector, Cornell University Library
  • David Givens, Acquisitions Coordinator, Loyola University Chicago Libraries
  • Lenny Allen, Director of Sales, Wholesale and Online, Oxford University Press

Contact co-chairs Sadie Williams ( Sadie.Williams@blackwell.com) and Mandy Havert ( mhavert@nd.edu) for more information.

Authority Control

The Authority Control Interest Group, co-sponsored by ALCTS and LITA, will meet on January 9, 2011, 1:30–3:30 pm in the San Diego Convention Center, Room 11A. The meeting will consist of update reports followed by a business meeting. Anyone interested in authority control issues is encouraged to attend.

Contact Chair Lynnette Fields ( lfields@siue.edu) for more information.

Book and Paper (BPIG)

The ALCTS PARS Book and Paper Interest Group will meet on January 9, 1:30–3:30 pm in the San Diego Convention Center, Room 24A. The use of web tools for collaboration, marketing, development, and funding purposes for preservation among other topics will be discussed.

Contact co-chairs Julie Mosbo ( jmosbo@lib.siu.edu)and Laura Bedford ( laurabedford@earthlink.net) for more information.

Catalog Management

The Catalog Management Interest Group will meet on January 8, 1:30–3:30 pm at the San Diego Convention Center, Room 30C. There will be three presentations.

Batch-conversion of non-standard multiscript records by XSLT

Lucas (Wing Kau) Mak, Metadata and Catalog Librarian, Michigan State University. After switching to SkyRiver as its cataloging utility, Michigan State University Libraries (MSUL) has been using Z39.50 search as part of its copy cataloging workflow and using this federated search function to acquire HathiTrust records. During the course of bringing in multiscript catalog records for non-Roman script materials through Z39.50, MSUL catalogers realized that some records don't have original script data stored in 880 fields as required by MARC 21 specifications; instead, original script data are put alongside with their Romanized counterparts. Bringing in these non-standard records makes record structure of multiscript records inconsistent within the ILS. On top of that, it creates confusion in searching. Since manually correcting and inserting coding (i.e. MARC tag, indicators, and values in subfield 6) of MARC fields that contain original script data is extremely labor-intensive, the metadata librarian has created an XSLT to automate the process. This presentation will provide an overview of the issue, then focusing on the logic of the XSLT as well as the important factors that have affected the design of it.

The Journey to Single BIB

Jane Anne Carey, Metadata Resource Management Librarian, University of Florida Libraries. The State University Library System of Florida consists of 11 state-funded institutions. The Florida Center for Library Automation (FCLA) provides automation services for those libraries using Aleph, a shared Integrated Library System (ILS) created by ExLibris.

Since early 2008, subcommittees of the Technical Services Planning Committee (TSPC) have discussed the possibility of creating a shared bibliographic record architecture and sent forward a report to the Council of State University Libraries (CSUL). On the strength of that report, CSUL created the Single Bibliographic Record Task Force (SBTF) to investigate the steps needed to create an effective merged ILS. In May 2010, FCLA created a test catalog of the merged records of the three largest libraries - Florida State University, University of Florida, and University of South Florida. Besides participating in the theoretical discussions, the three libraries worked on a clean-up project of incorrect bibliographic tags to keep the legacy of successive catalogs and evolving cataloging rules.

All of the work put into this project so far has led to a greater spirit of cooperation among technical service departments in solving problems and maintaining a clearer catalog for our patrons.

Reclaiming your Catalog: Benefits of Batch Reclamation

Roman S. Panchyshyn, Catalog Librarian, Assistant Professor, Kent State University. As one of the founding members of OhioLINK, Ohio’s statewide library consortium, Kent State University Libraries have operated using Innovative Millennium software (KentLINK) since the 1990s. Various cataloging policies and practices over the years have led to significant discrepancies between materials held locally and holdings posted to OCLC WorldCat. In 2009, KSU Libraries planned and undertook a batch reclamation project with OCLC to clean up and reset KSU library holdings on OCLC WorldCat.

This presentation will review the entire cycle of KSU’s successful batch reclamation project. The presentation will cover the planning process, project setup and output, database clean-up, and ongoing maintenance. Emphasis will be placed on the importance for libraries to plan and document the project thoroughly from beginning to end, to extract and deliver controlled data for OCLC processing, to locate and identify problem areas in the collection based on project output, and to organize database clean-up projects for problem data. If the batch reclamation project is managed carefully, it will benefit all involved partners.

Contact Anping Wu (Annie) ( awu@uh.edu) Chair, ALCTS CCS Catalog Management Interest Group, for more information.

Cataloging and Classification Research

The ALCTS CCS Cataloging and Classification Research Interest Group will meet on January 9, 10:30 am–noon, at the San Diego Convention Center, Room 33A. The focus of the meeting will be reports and results from the 2010 ALA Year of Cataloging Research, with time allowed for questions and discussion.

The following presentations are scheduled:

  • Jimmie Lundgren, Associate Chair and Contributed Cataloging Unit Head, University of Florida. Report on the 2010 Year of Cataloging Research
  • Richard Sapon-White, Head of Cataloging, Oregon State University. The Impact of Subject Headings on Electronic Thesis and Dissertation Downloads at Oregon State University
  • Karen Snow, Ph.D. Candidate, Dept. of Library and Information Sciences, University of North Texas. Are We Laying Bricks or Building Cathedrals? A Study of the Perception of Cataloging Quality Among Academic Catalogers
  • Sherab Chen, Associate Professor and Coordinator for Non-Roman Cataloging, The Ohio State University Libraries. An Assessment of the Need to Provide Non-Roman Subject Access to the Library Online Catalog by Magda El-Sherbini and Sherab Chen

Contact Chair Sherab Chen ( chen.1140@osu.edu) or Vice-Chair Susan Massey ( susan.massey@unf.edu) for more information.

Cataloging Norms

The CCS Cataloging Norms Interest Group will meet on January 8, 2011, 1:30–3:30 pm in the San Diego Convention Center, Room 25C. The meeting will feature four speakers on the theme of preparations for RDA during the testing phase.

VTLS’s RDA Implementation Scenario One (FRBR)

John Espley, VTLS, Inc. Insights and processes from VTLS’s eight years of experience with FRBR and RDA

SkyRiver’s Approach to the RDA Test Period

Lynne Branch Brown, Vice President of Operations, SkyRiver. SkyRiver is taking a different approach to the RDA test period by allowing variant versions of bib records in the catalog, so that libraries have access to the form they need in their local catalog when looking for records. We have built-in mechanisms to identify RDA records when they are contributed to our database which allow them to remain separate from their AACR2 equivalent.

The Impact of RDA Authority Records on a Non- RDA Test Library

Miloche Kottman, Assistant Head of Cataloging, University of Kansas Libraries. The University of Kansas Libraries has close to 10 million authority records comprised of the entire LC name and subject authority files, as well as locally created authority headings in both files. We are not an RDA test library but we are loading RDA authority and bib records into our Voyager system. Based on our weekly load statistics, I will provide information on how many RDA authority records have been created and how many AACR2 authority records have been modified to add the RDA form as a 7xx field since Oct. 1. I’ll also share our authority maintenance experience during the text period and our plans to handle bib record changes in the event of the adoption or rejection of RDA.

RDA Testing of Non-MARC Metadata

Myung-Ja “MJ” Han, Metadata Librarian, Assistant Professor of Library Administration, University of Illinois at Urbana Champaign and Melanie Wacker, Metadata Coordinator, Original Serial and Monograph Cataloging, Butler Library, Columbia University Libraries

The Columbia University Library and the University of Illinois at Urbana Champaign Library participated in RDA testing on metadata standards other than MARC. Since the RDA test was focused on MARC, the test workflows for the non-MARC standards were developed by each individual library. The presentation will share the non-MARC testing experience from both libraries, specifically working with MODS and Dublin Core including the test set-ups and issues encountered when applying RDA to MODS and the Dublin Core element set.

Contact Michele Seikel ( michele.seikel@okstate.edu) for more information.

College and Research Libraries

The ALCTS CRS College and Research Libraries Interest Group will meet on January 9, 2011, 10:30 am–noon in the Hilton Bayfront, Sapphire P. The program consists of two to three presentations on issues pertaining to continuing resources in college and research libraries.

Contact Chair Beth Bernhardt ( :beth_bernhardt@uncg.edu) for more information.

Creative Ideas in Technical Services

The Creative Ideas in Technical Services Interest Group will meet January 9, 2011, 4–5:30 p.m., in the San Diego Convention Center, Room 30A. The interest group will discuss current topics of interest in technical services. The meeting is organizing a table format, and each table covers a different topic. Anyone interested in technical services is welcome to attend.

Contact Tony Fang, ( tgfang@gmail.com) Chair, Creative Ideas in Technical Services Interest Group, for more information.

Digital Preservation

The Digital Preservation Interest Group will meet on January 9, 2011, 8–10 am in the San Diego Convention Center, Room 07A.


Mark Phillips, University of North Texas (UNT). Phillips will provide an overview and report findings of the UNT’s National Leadership Grant funded by IMLS to research areas relating to Web archiving and collection development in large research libraries. As Web archives become more available and accessible, many libraries will be collecting materials from these important information repositories. Librarians will need the capability to identify and select materials in accord with collection development policies. Additionally, libraries will need to characterize these materials using common metrics; however, such metrics do not exist, making it difficult for librarians to communicate the scope and value of these materials to administrators.

Kate Zwaard, GPO. Zwaard will present “Using project management to collaborate with your IT department”. The U.S. Government Printing Office (GPO) has launched the Federal Digital System (FDsys), a preservation repository providing permanent public access to federal government publications. The system has been the result of a year of requirements gathering, almost 3 years of development and the successful collaboration of dozens of librarians, stakeholders, and IT professionals. This presentation will outline the principles and tools of IT project management with the goal that attendees will be able to better communicate with IT staff to seize opportunities and solve problems. The project management process formalizes communication, which improves project transparency, reduces misunderstandings, and provides accountability with minimal overhead.

Contact co-chairs Sue Kellerman ( :lsk3@psu.edu) and Amy Rudersdorf ( amy.rudersdorf@ncdcr.gov) for more information.

Electronic Resources (ERIG)

The ALCTS Continuing Resources Section, Electronic Resources Interest Group (ERIG) will sponsor a program on January 8, 10:30 am–noon in the San Diego Convention Center, Room 31 B. The meeting topic is “Electronic Resources Management as a Public Service: Delivering quality content at the right time, in the right places.”

Speakers and topics:

  • Donna Scanlon, Electronic Resources Coordinator, Library of Congress, “The Long Road to ERM: Are we there yet?”
  • Athena Hoeppner, Electronic Resources Librarian, and Ying Zhang Acquisitions Librarian, University of Central Florida Libraries, “eResource Access Support: Go Team!”
  • Elizabeth Babbitt, Electronic Resources Librarian, Montana State University, “Right Here, Right Now—Using Discussion Forum to Facilitate Access”
  • Andrew McLetchie, Senior Data Analyst, ITHAKA/JSTOR, “Business Analytics & Intelligence: Leveraging Data to Enhance User Experience”.

Audience discussion after panelist presentations will be encouraged.

Contact Christine Turner, ( cturner@library.umass.edu) ALCTS CRS ERIG Chair, for more information.


The ALCTS FRBR IG will meet on January 7, 2011, 10:30 am–noon in the San Diego Convention Center, Room 25C.

Speakers and topics:

  • Manuel Urrizola, Head of Technical and Metadata Services, University of California, Riverside. Coping with RDA/FRBR Anxiety. Urrizola will address the issue of RDA anxiety. He will present an elementary explanation of RDA and FRBR. Urrizola will discuss various issues that need to be addressed—training, workflow, and policy.
  • Yin Zhang and Athena Salaba, School of Library and Information Science, Kent State University. FRBRizing Existing MARC Records at Expression and Manifestation Levels. Zhang and Salaba will report on their work to “FRBRize” MARC records at expression level and manifestation level as part of an IMLS-funded project. They will discuss the FRBRization algorithms and processes for expressions and manifestations respectively and will report the FRBRization results and related analysis. Zhang and Salaba will also discuss issues and challenges facing FRBRization of legacy data.

There will be an election for the next FRBR IG Chair at the end of the program. The successful candidate will serve as Vice-Chair after the 2011 ALA Annual Conference and as Chair in 2012/2013. Contact Judy Jeng ( jeng.judy@gmail.com) for more information about the program or to express interest in running for FRBR IG chair.

Heads of Cataloging

The Heads of Cataloging Interest Group will meet on January 10, 2011, 8–10 am in the San Diego Convention Center, Room 07A. The discussion topic is “Test Driving RDA.” During this session, presenters will share and discuss their institution’s experience during the testing phase of RDA.


  • Kate Harcourt, Director, Original and Special Materials Cataloging, Columbia University Libraries
  • Robert “Bob” Maxwell, Head, Special Collections and Formats Catalog Department, Brigham Young University
  • Sarah Quimby, Manager, Library Processing, Minnesota Historical Society
  • Erin Stalberg, Head, Metadata and Cataloging, North Carolina State University

Contact Linda Smith Griffin, ( lgriffi@lsu.edu) Chair, Heads of Cataloging Interest Group or Christopher Cronin, ( croninc@uchicago.edu) Vice Chair, for more information.

Intellectual Access to Preservation Metadata (IAPM-IG)

Join IAPM-IG on January 8, 2011, 4–5:30 pm in the San Diego Convention Center, Room 24A for the “Demystifying audio preservation metadata: step-by-step.” Institutions must carefully develop and plan strategies to identify and capture necessary and most useful metadata. Two experts will examine a real-life audio collection slated to be digitized for preservation and access. They will, by means of a novice-to-expert, question-and-answer approach, identify and plan an institution's best metadata capture strategy. Attendees will come away from this session knowing some basic questions to ask when developing preservation metadata strategies and how best to make data decisions in the absence of tangible information. The speakers, both leaders of preservation and digital conversion units at academic institutions, will wrap up the session by facilitating a group discussion of metadata planning approaches.


  • Janet Gertz, Director, Preservation and Digital Conversion Division, Columbia University Libraries
  • Tyra Grant, Head, Preservation Department, University of Kansas Libraries

The presentations will be followed by a brief business meeting.

Contact co-chairs Nicole Saylor ( nicole-saylor@uiowa.edu) and Meghan Banach ( mbanach@library.umass.edu) for more information.

Issues for the Practitioner

The CMDS Issues for the Practitioner Interest Group will meet on January 9, 1:30–3:30 pm in the San Diego Convention Center, Room 27A. The group will discuss issues deeply affecting us in our collection development and management areas.

Contact Shin Freedman, ( sfreedman@framingham.edu) Chair, CMDS, Issues for the Practitioners Interest Group for more information.

MARC Formats

The MARC Formats Interest Group will meet on January 8, 2011, 4–5:30 pm in the San Diego Convention Center, Room 26A/B. The discussion topic is “Will RDA Mean the Death of MARC?” The end of the MARC formats has been predicted for years, but no serious alternative format has risen up to challenge MARC. Will the introduction of the new RDA code precipitate the demise of MARC? Will RDA require the description of content and functionality that cannot be accommodated by the MARC formats, or that can be more easily accommodated by alternative content formats? If so, what format(s) will replace MARC? And if MARC does continue to thrive, how will it have to change to accommodate the new content descriptions in RDA?


  • Christopher Cronin, University of Chicago
  • Kelley McGrath, University of Oregon
  • Jacquie Samples, North Carolina State University

Contact Chair Steve Kelley ( kelleys@wfu.edu) for more information.

Metadata (MIG)

The ALCTS Metadata Interest Group will meet on January 9, 2011, 8–10 am in the San Diego Convention Center, Room 05B.

Corey Harper, Metadata Services Librarian, New York University

Update on events following the 2010 Linked Data preconference, including special sessions held at ALA Annual 2010 and DC2010 in Pittsburgh, and the current work of the W3C Linked Library Data group.

Mike Giarlo, Digital Library Architect, Penn State University

Linked data design proposed by the NISO I2 (Institutional Identifiers) Working Group

New Members (ANMIG)

The ALCTS New Members Interest Group (ANMIG) will meet on January 8, 2011, 10:30 am–noon in the San Diego Convention Center, Room 30A. This meeting is open to all members of ALCTS as well as those considering membership in ALCTS. Come learn about ALCTS and ANMIG, how to become involved, and how to make the most out of your membership.

Contact Co-Chairs Amy Jackson ( amyjacks@unm.edu) and Erica Findley ( erica.findley@gmail.com) for more information.

Public Libraries Technical Services

The ALCTS Public Libraries Technical Services Interest Group will meet jointly with the Dewey Breakfast on January 8, 2011, 7–10 a.m., in the Hilton Bayfront, Sapphire I. Learn what is new with Dewey, including DDC23 which will be released in early 2011, and WebDewey 2.0, and share ideas and concerns regarding evolving library standards as new formats emerge.

Contact Sally Smith, ( ssmith@kcls.org) Chair, ALCTS PLSTIG, for more information.

Publisher-Vendor-Library Relations

The Publisher-Vendor-Library Relations (PVLR) Interest Group invites you to attend their meeting on January 10, 2011, 8–10 am in the San Diego Convention Center, Room 02. The topic is “Seeking the New Normal: Periodicals Price Survey 2010.”

Do you want to hear the latest about journals pricing trends? The annual Periodicals Pricing Survey is always of great interest to all constituents of the library community due to the ever-hot debate on journal pricing. Please join us to hear from the authors of the recent article “Seeking the New Normal: Periodicals Price Survey 2010” published in Library Journal in April 2010. The panelists will share how the survey data was compiled and their thoughts regarding future trends. We will provide ample time for audience participation to encourage a lively discussion.


  • Stephen Bosch, Materials Budget, Procurement, and Licensing Librarian, University of Arizona Library
  • Kittie S. Henderson, Director, Academic and Law Divisions, EBSCO Information Services

Please also consider helping us brainstorm and plan future panels. The PVLR Planning Meeting will be held on January 8, 4–5:30 pm at the Hilton Gaslamp, Marina A.

Contact co-chairs Liz Lorbeer ( lorbeer@uab.edu) or Kim Steinle ( ksteinle@dukeupress.edu) for more information.

Role of the Professional Librarian in Technical Services

The Role of the Professional Librarian in Technical Services Interest Group will meet on January 9, 2011, 4–5:30 pm in the San Diego Convention Center, Room 31A. The discussion topic is “Batch Processing in Cataloging and Technical Services.”


  • Annie Wu and Anne Mitchell, University of Houston Libraries, and authors of the article “Mass Management of E-Book Catalog Records,” LRTS, 54(3), July 2010.

Contact co-chairs Wanda Pittman Jazayeri ( wpjaz@uci.edu) and Jack Hall ( jhall@uh.edu) for more information.

Scholarly Communications

The ALCTS Scholarly Communications Interest Group will host a panel discussion at the ALA Midwinter Meeting in San Diego on January 8, 2011, 1:30–3:30 pm in the San Diego Convention Center, Room 23C. The discussion topic is “Hybrid Journals: Transition to Full Open Access or Here to Stay?”

Two publishers, one faculty member, and one librarian will discuss the development, perceptions, and future of the hybrid model of journal publishing from different perspectives. An open forum will follow the panelists' presentations so that all participants can exchange ideas and explore possibilities for the future of scholarly publishing.

Contact Chair Adrian Ho ( adrian.ho@uwo.ca) for more information.

Technical Services Directors of Large Research Libraries (Big Heads)

The ALCTS Technical Services Directors of Large Research Libraries (Big Heads) Interest Group will meet on January 7, 2011, 9:30 am–noon at the San Diego Marriott and Marina, Marriott Hall 4.

Big Heads will hold its semiannual meeting to discuss informally issues within the field of technical services which are common to the administration of large research libraries. Active participation is reserved primarily for the interest group membership, but guests are welcome in the audience at Midwinter Meetings and Annual Conferences.

Contact Scott Wicks ( sbw2@cornell.edu) for more information.

Technical Services Managers in Academic Libraries

The Technical Services in Academic Libraries Interest Group will meet on January 8, 2011, 8–10 am in the San Diego Convention Center, Room 23C. The discussion topic is "Changing Rules/Changing Formats" The meeting format consists of tables with each assigned a different discussion topic. Two tables will are reserved for discussing RDA; the first will address the technical issues and the second will address management issues with RDA. Another table is reserved to discuss streaming video. The fourth table will be assigned the discussion topic digital initiatives and Tech Services roles with them. The IG chairs will experiment with the last table.

Contact JoAnne Deeken ( jdeeken@utk.edu) for more information.

Technical Services Workflow Efficiency

The ALCTS Technical Services Workflow Efficiency Interest Group will meet on January 10, 2011, 1:30–3:30 pm in the San Diego Convention Center, Room 30A. The discussion topic is “Outsourcing Practices in Technical Services.” While not a new trend, the outsourcing of technical services work is an increasingly ubiquitous presence in library operations and the management of resources. Many libraries are contracting out to vendors or external organizations as a solution to budget limitations, shrinking staff levels, and shifting priorities. Common areas of outsourcing include cataloging, digitization, and selection. Today, we refer to services like shelf-ready, patron-driven acquisitions, and the Google Books project. Our panel will share aspects of their library’s outsourcing profile, costs, benefits, comparative service quality, and assessment tools.


  • Judy Garrison, Head of Electronic Acquisitions & Serials Control, University of Texas, San Antonio
  • Ann Miller, Head, Metadata Services and Digital Projects, University of Oregon
  • Lynette Schurdevin, Library Administrator, Thomas Branigan Public Library (New Mexico)

Contact co-chairs Dracine Hodges ( hodges.368@osu.edu) or Megan Dazey ( megan.dazey@mso.umt.edu) for more information.