Transitioning from Cataloging to Creating Metadata

The instructors will begin with an overview of why catalogers need to consider transitioning from providing traditional cataloging services to providing metadata and will then address how to transition existing staff into the role of metadata providers. They will identify competencies of technical services staff, focusing on the skills needed to provide metadata, and will also discuss how to sell these skills to possible project collaborators. They will discuss training needed to build and broaden those skills, as well as possible stumbling blocks. The value of collaboration with other departments and institutions in creating successful and sustainable metadata projects will be highlighted. The presentation material will draw examples from the experiences of the instructors in transitioning their own staff and colleagues to the world of metadata.

Originally presented on Wednesday, February 27, 2013.

Learning Outcomes

Provide managers and staff in technical services with the information needed to successfully transition from traditional cataloging to the creation of metadata and to identify specific skills that will help them remain relevant in the modern bibliographic world of metadata.

Who Should Attend

Managers and staff in leadership roles within cataloging departments. All technical services librarians and staff in academic, special and large public libraries would benefit.


Teressa Keenan is the Interim Head of Bibliographic Management Services in the Maureen and Mike Mansfield Library at the University of Montana. She has participated in panel discussions and written on the topics involving cataloging, metadata, & workflow efficiency. She has trained staff in both cataloging traditional library materials and in providing descriptive metadata for image and textual materials and was a key participant in the development of the BIBCO Standard Record for visual materials.

Vicki Sipe is the Catalog Librarian at University of Maryland, Baltimore County. She has trained staff in everything from serials holdings to descriptive metadata for images. She has participated in panel discussions, given presentations and provided workshops on working with metadata at ALA Midwinter, several CONTENTdm Users Group meetings, for the Maryland Library Association and for several online cataloging courses




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Recording (YouTube)

Recording (.wmv)

Slides (.pdf)

Bibliography (.pdf)

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