Interest Group Week

  2022 Interest Group Week, March 7-11, 25 sessionsInterest Group Week happens the first full week of March each year. It consists of 25 discussions and programs over 5 days, all free and open to everyone. Each session lasts one hour.

IG Week 2022 was March 7-11. Each session description includes a link to the recording.

View our full list of interest groups to join year-round discussions and activities.

IG week 2023 will take place March 6-10.


Core Code of Conduct

Please review the Online Code of Conduct before registering for any IG Week sessions.

March 2022 Program Schedule

All times are listed in Central Time.

Monday, March 7

  • 10:00am = Creative Ideas in Technical Services

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    Days in the Life of an Intern: A Technical Services Department Experience
    Presented by Marina Morgan, Metadata Librarian, Florida Southern College; Christopher Paintner, MLIS Candidate, San José State University

    During fall 2021, the Roux Library Technical Services department at Florida Southern College partnered with San José State University (SJSU) iSchool to provide a virtual Digital Scholarship internship to a student enrolled in the Master of Library and Information Science (MLIS) graduate program. SJSU MLIS graduate students are strongly encouraged to complete an internship to gain valuable professional experience for course credit. The Technical Services department welcomed the opportunity to mentor a student who was interested to learn and grow as a library professional. Through the internship experience, the graduate intern developed a Digital Scholarship libguide and training materials, created workflows, and identified new tools applicable in Technical Services, such as data visualization tools, map and timeline tools, and publishing platforms. Our hope is that more institutions provide internship opportunities to graduate students who are exploring career options, want to gain valuable new skills, and are interested in expanding professional connections in Technical Services.


    Reading the Comments: Streamlining technical services workflows by leveraging Microsoft 365’s modern commenting functionality
    Presented by Christine F. Smith, Head, Acquisitions & Serials, Concordia University

    This presentation will provide a brief overview of the modern commenting functionality found within Microsoft 365 products and will highlight recommended first steps for using this tool for workflow management. The presentation will also offer a high-level look at this tool in action as it is used as a pivotal part of a current interdepartmental collaboration at Concordia University Library.

  • 11:00am = Faceted Subject Access

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    Theme: Best Practices for Faceted Vocabularies: Terms and Actions
    Lana Soglasnova, Chair
    Scott Dutkiewicz, Vice-Chair

    Our meeting is intended as a collegial conversation. Our speakers present sets of Best Practices for their respective areas, and invite discussion of current issues, future plans, and professional involvement to define the best practices for faceted vocabularies into the future. 

    Retrospective Implementation of Library of Congress Faceted Vocabularies: Best Practices for Librarians and Programmers
    Casey A. Mullin, Western Washington University Libraries

    A new resource, Retrospective Implementation of Library of Congress Faceted Vocabularies: Best Practices for Librarians and Programmers, has been recently released as a “draft for public comment” by the ALA CORE SAC Subcommittee on Faceted Vocabularies (SSFV). It serves as a guide of best practices for those wishing to (semi)automate LC faceted vocabularies retrospectively in their library catalog. It also serves as an information hub, including efforts by specialist communities of practice, library consortia/cooperatives, library systems vendors, and as a roadmap for ongoing work by SSFV and allied communities of practice.

    This integrating resource is modular in structure, currently including four modules:  

    • Genre/Form: mapping MARC fixed field codes to 655 and 385 fields
    • Genre/Form: mapping LCSH form subdivisions (and select topical subdivisions) to 655, 385, 386 fields
    • Genre/Form: mapping LCSH music form headings to 655 fields (not SSFV's own work, but a brief description of and links to the Music Library Association’s work)

    Medium of Performance: mapping LCSH music form headings to 382 fields (not SSFV's own work, but a brief description of and links to MLA's work)
    Two appendices contain links to resources for current implementation of faceted vocabularies, and a bibliography of literature on display and indexing of faceted data, respectively.

    Feedback and review are now invited, with some prompt questions such as:

    • Are there other methodologies for retrospective implementation that we have not addressed?
    • Are there additional modules not already included in the roadmap that SSFV should plan to develop?
    • Are there any other high-level considerations we have not taken into account?
    • Is your organization/community undertaking any substantial retrospective implementation endeavors that SSFV should be aware of? 
    • Are there “lessons learned” or other takeaways from your project that could inform SSFV’s work?
    • (Particularly if you have programming/coding/scripting expertise): Are you interested in collaborating with SSFV to test any of the mappings we have developed thus far?

    A link to the summary document is available here:


    Best Practices Guide for Moving-Image LCGFT
    Scott Dutkiewicz, Clemson University Libraries

    Online Audiovisual Catalogers (OLAC) published a Best Practices Guide for Moving-Image LCGFT in 2011. Since then, Library of Congress has developed a guide for the application of this terminology. A decade has elapsed intensifying interest in revising the OLAC best practices guide. This talk serves as a review of the status of LCGFT moving image application, and identifies opportunities for further service and research.


    FAST Policy and Outreach Committee (FPOC) Update
    Dean Seeman, University of Victoria, Co-Chair, FPOC
    FAST and the FAST Policy and Outreach Committee (FPOC) will be introduced and recent activity of FPOC will be highlighted. This will most notably include updates on the forthcoming FAST SACO Funnel and FAST Quick Start Guide.

  • 12:00pm = Open Source Systems

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    In this one hour webinar, representatives from the Samvera, Fedora, and Project ReShare communities will share information about the current state of their project and community. This session is ideal for librarians who wish to learn more about the various projects or who potentially wish to get involved with open source library projects.

    Speakers: Heather Greer Klein (Community Manager), Samvera; Arran Griffith (Program Coordinator) and Danny Bernstein (Tech Lead), Fedora; Debra Denault (ReShare Services Analyst), Project ReShare

  • 1:00pm = Project Management

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    Join our Project Management Interest Group where we will have several short presentations by IG members discussing use of project management in their libraries, followed by an open discussion and question time.

  • 2:00pm = Consortium Management

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    Join this casual group of consortia staff and leaders for a discussion of what it means to be a Core Interest Group as well as a robust exchange of experiences with consortium financial models and governance.

Tuesday, March 8

  • 10:00am = Electronic Resources

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    Open Access Discoverability and Advocacy: A Community College Perspective
    Presented by Louise Feldman, Reference and OER Librarian and Andrea Rodgers, Assistant Professor & Reference Librarian, Delaware County Community College.

    Since 2020, the Electronic Resources and OER Librarians at Delaware County Community College (DCCC) have worked together on a variety of projects to increase visibility and discovery of open access content and OERs to their faculty, staff, and students. Initiatives include subscribing to EBSCO’s Faculty Select platform and their inclusion in DCCC Library Services’ discovery system, Summon. Open access resource development efforts include compiling subject specific lists of open access content and establishing selection criteria for adoption of these resources. To grow the College faculty awareness of OERs, DCCC librarians actively explore grant opportunities and offer workshops. This presentation focuses on community college librarians’ efforts in OER and open access discoverability and advocacy at an institution in the early stages of their adoption and may be of interest to academic librarians supporting and advocating for OER on their campus.


    Managing Open Access Resources at the University of California Libraries
    Presented by Cynthia Johnson, Head of Reference and the Grunigen Medical Library, University of California, Irvine; Tamara Pilko, Electronic Resources Librarian,

    University of California, Santa Cruz; Erica Zhang, Metadata Librarian for Open Access, University of California, Los Angeles The University of California libraries recently migrated from 10 separate library systems to a shared Alma/Primo VE library services platform in July 2021. With this huge shift in infrastructure, a UC-wide task force was established to determine how best to manage Open Access Electronic Resources in this new consortial system. The Open Access Resource Management Task Force is nearing the end of 2 phases, and we will share our work in defining what open access means to us, what principles will guide our ongoing activity around OA, what tasks are outstanding, and what skillsets are needed for a successful OA project team beyond this initial task force.

  • 11:00am = Copy Cataloging

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    Copy Cataloging and Web-Based Data: Navigating among BibFrame, OCLC, and MARC
    Presented by: Al Tyas, Geography, Political Science & Education Section, U.S. Arts, Sciences, And Humanities Division, Acquisitions & Bibliographic Access Directorate, Library of Congress

    Copy cataloging is generally a process that is compatible with integrated library systems (ILS) because of the ease of analysis, downloading, refining the record, and end-stage processing. However, the Library of Congress (LC) does not currently have a direct relationship between the BibFrame and OCLC databases. This presentation will discuss LC’s solution to bridge the gap, namely their copy cataloging workflow utilizing the ILS until BibFrame and OCLC are more directly integrated. Navigating the three databases is necessary to continue serving our users while shifting toward BibFrame and away from MARC.


    Re-use or Copy? Redefining copy cataloging in a linked data environment
    Presented by: Nancy Lorimer, Associate Director, Metadata Services, Stanford University Libraries

    Moving technical services workflow to a linked data environment will rely heavily on the cooperative creation & sharing of RDF-based metadata through various linked data repositories or "nodes" and the ability to reuse that data in local systems and discovery layers, or in other words, copy cataloging! In developing workflows based around Sinopia, a linked data editor developed at Stanford, and Questioning Authority, an authority lookup service developed at Cornell, Stanford Libraries has been investigating how copy cataloging is manifested in a linked open data environment. This presentation will demonstrate copy cataloging using Sinopia, and discuss issues pertaining to interoperability, reusability, and how copy cataloging is redefined in this new environment.


    Interchangeable Entities: BIBFRAME Implementation, Interoperability, and Metadata Reuse
    Presented by: Ian Bigelow, Head, Cataloguing Strategies, University of Alberta Library

    Copy cataloguing workflows for libraries have been fine tuned over decades, relying on maximizing the available targets/data pools to minimize effort towards original description. Even large libraries rely on this balancing of efforts for continued operation, so what does this look like with BIBFRAME?  As the University of Alberta Library is working on BIBFRAME implementation over the coming years, this is a key area of investigation.  This presentation will touch on issues related to conversion processes, entity identification, metadata standardization and interoperability, and vendor support in this context, highlighting success stories and challenges ahead.

  • 12:00pm = Publisher-Vendor-Library Relations

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    Open for All: Promoting Diversity, Equity and Inclusion through Open Access Publishing

    As Open Access publishing accelerates, there is an opportunity to increase participation by diverse groups in scholarly communications. Alternatively, new publishing models could also raise barriers to inclusion. During this panel session librarians, publishers and vendors will share their thoughts on how Diversity Equity and Inclusion (DEI) initiatives can be furthered by the Open Access and Open Research movements. Join the discussion on this important and timely topic. Panelists include:

    • Michael Donaldson, Open Access Specialist, Canadian Science Publishing
    • Kim Eggleton, Research Integrity & Inclusion Manager, IOP Publishing
    • Vicki Gruzynski, Director of Women's, Gender, and Sexuality Studies and Teaching and Learning Librarian at Worcester State University
    • Bob Schatz, Director of North American Sales, Knowledge Unlatched
  • 1:00pm = Metadata

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    This program will include two presentations:

    Designed for Accessibility: MARC Records for the National Library Service for the Blind and Print Disabled
    Presenter: Anita Kazmierczak, Head, Bibliographic Control Section, National Library Service for the Blind and Print Disabled

    The mission of the National Library Service for the Blind and Print Disabled (NLS), Library of Congress is to provide accessible content for people with visual and print disabilities primarily in audio and braille formats. The creation of NLS metadata is designed to accommodate all accessibility tools and methods, therefore, making search, retrieval, and usage of NLS content approachable and accessible to all patrons.

    NLS’s goal is to avoid accessibility issues and to create metadata that eliminates existing or potential problems. NLS metadata is created to make all content discoverable to all patrons, to meet their needs and requirements, and remove any access-related limitations. As a result of accessibility-centered policies throughout the library, metadata created at NLS is unique in many ways while simultaneously following national standards and rules for bibliographic description.

    Accessibility validates discoverability and delivers full access to the library’s content. The metadata is created cooperatively by bibliographic and collection development sections at NLS, in collaboration with circulation vendors. All three participants are visible in the metadata, and their mutual goals of patron service are represented in directly targeted MARC tags that enhance accessibility. NLS metadata is an important tool that provides public-facing access to NLS content.

    This presentation highlights all the MARC accessibility fields NLS is applying. It will also discuss the new accessibility tags NLS is currently developing to further improve accessibility for NLS metadata and to guarantee NLS content discoverability is in sync with growing demand and changing users’ requests.


    Marrakesh Treaty Implementation: Metadata to Enable Access
    Presenter: Merideth Fletcher, Manager, Metadata Sharing, Library and Archives Canada and Chair of the ARL/CARL Marrakesh Implementation Project Metadata Working Group

    The Marrakesh Treaty to Facilitate Access to Published Works for Persons Who Are Blind, Visually Impaired or Otherwise Print Disabled was adopted in June 2013.  It is an historic treaty because it is the first treaty with a human rights focus at its core and it is the first users’ rights treaty in the history of the World Intellectual Property Organization (WIPO).
    It has been estimated that less than 10% of the world’s published books are available in accessible formats for people who are print disabled. The Association of Research Libraries (ARL) and its counterpart the Canadian Association of Research Libraries (CARL) together represent the largest academic research libraries in North America, and collectively hold just under 760 million titles in print and electronic formats. ARL and CARL's Joint Task Force on Marrakesh Treaty Implementation is exploring the issues related to the copyright, discovery, description and access to collectively enable our member libraries to describe, digitize, and make available content in alternate formats.  Planning for a discovery and delivery pilot project is underway. CARL and ARL member libraries in Canada and the United States are participating.

    Quality metadata is vital to ensure access for Marrakesh Treaty beneficiaries. Accordingly, developing metadata requirements is a key focus for the pilot. This presentation will describe the context and objectives of the pilot project and provide an overview of the ongoing work of the ARL/CARL Marrakesh Implementation Project Metadata Working Group on minimum metadata requirements, encoding schemas and recommended vocabularies in both English and French for alternate format descriptions. The working groups' longer-term goal of supporting the advancement of accessibility metadata standardization will also be highlighted.

  • 2:00pm = Library Consulting

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    Insights from the Library Consultant Community: Listen, Learn and Connect

    Whether you are a working library consultant, or are curious about this field, you are invited to join an interactive conversation with members of our library consulting community of practice (confirmed participants below). Hosted by the Core Library Consulting Interest Group, this fast-paced overview of library consultancy will introduce you to working consultants who will share how they are using their talents and skills to help libraries across the library landscape. Each presenter has only a few minutes, so buckle up and get ready to cover quite a bit of ground in a short time. Attendees, whether consultants themselves or interested in the field, are invited to bring their consulting experiences, hopes, and questions to the discussion.

    Benefits to the Audience

    • Become aware of the Core Library Consulting Interest Group
    • Understand what it means to be a consultant in the library space
    • Discover paths from where you are to sharing your expertise more broadly
    • Learn about an upcoming ALA preconference that can help you become a successful consultant

    Carson Block Consulting provides technology consulting services designed to bring technology vision and technology power to libraries, including technology assessments and planning, recruitment, library master planning and construction, inspirational speaking, teaching and more.

    Claire Dygert (CDygert Solutions) provides services to all types of libraries – from community college and research libraries to public and state libraries and library consortia. Claire’s areas of expertise include e-resource acquisition and management, statewide and individual library contract negotiations, acquisitions and collection development, digital services, library consortia management, and leading strategic planning and organizational change. 

    Vera Keown is a Certified Executive Coach offering one-on-one coaching to managers, leaders, and executives of all levels for leadership and performance development, as well as team coaching, training, and facilitation. She has over 25 years of experience as a librarian and leader in special and academic libraries and is currently the Organizational Development Librarian at the University of Manitoba (Canada).

    Carolyn F. Norman, Consultant consults in the areas of planning, grantsmanship and policy development. A long-time ALA/CJCLS member, Carolyn has worked in academic libraries in two- and four-year institutions and as a statewide library policy specialist for community colleges. She currently works as a library consultant with QualityMetrics, LLC.

    Joe Matthews (JRM Consulting) consults on a wide range of projects including strategic planning, evaluation of library services and technology planning. Joe has worked with academic, public, and special libraries as well as library consortium, state library agencies and library boards.

    Maryam Phillips has served since 2013 as Executive Director of HSLC (Hosting Solutions and Library Consulting), which provides consulting services including technology plans, cataloging and metadata services, ILS migration services, and security analyses. HSLC also provides training services related to cataloging, metadata and more.

    Marie S.A. Sorenson, AIA NCARB LEED AP, consults on design, architecture and planning for a wide range of buildings and spaces for public use, including libraries.  Marie founded Sorensen Partners in 2012 to work with complex knowledge- and mission-driven organizations interested in the possibility of architecture to shape and inspire evolved institutional culture.

    Facilitators from the Core Library Consulting Interest Group: Laura Rose Taylor and Val Edward

Wednesday, March 9

  • 10:00am = Linked Data

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    Huda Khan, Research Associate and Special Projects Lead at Cornell University Library, and additional guest speakers will share details of their recent work integrating Linked Data in the Cornell University Library catalog. Their work leveraged Linked Data from a variety of sources, such as Wikidata, DBPedia, and the Library of Congress Linked Data Service, to improve on author knowledge panels and full author pages in the library’s discovery interface, as well as subject information pages which may be accessed from the subject browse list. 

    This work was made possible by research undertaken as part of the Linked Data for Production: Closing the Loop grant, in collaboration with Stanford University.

  • 11:00am = Promoting Preservation

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    Jumpstarting Preservation Projects with NEH Funding
    External funding can give preservation a boost in any organization. We'll provide a brief overview of two funding programs to support preservation both within and beyond your organization. Preservation Assistance Grants cover a wide range of activities, from assessments and training to supplies and storage equipment. The Sustaining Cultural Heritage Collections program helps organizations plan and implement larger-scale preservation strategies that balance effectiveness, cost, and environmental impact. Join us for a refresher on both programs and a chance to ask questions about how they can advance your preservation goals and outreach.

    Cathleen Tefft, Senior Program Officer, National Endowment for the Humanities
    Sean Ferguson, Program Specialist, National Endowment for the Humanities

    Means, Motive, and Opportunity: Promoting Preservation During a Pandemic
    In March 2020, at the cusp of the COVID-19 pandemic, an undergraduate student reached out to the libraries about a little-known collection belonging to the English department. By contacting Special Collections, the student hoped to enlist help preserving this collection before it had to be moved for a building renovation. While students envisioned a large-scale conservation effort, librarians could not use library resources to work on books belonging to another department. Beyond this challenge, the librarians recognized the potential for a more important opportunity: engaging students in learning about preservation, even in a suddenly remote environment, would provide a lasting impact for both the students themselves as well as the books in their care. Because offering hands-on treatment was not possible, staff taught the student and an interested student group about preventive conservation and rare book collections in a virtual workshop. The presenters will discuss their possible options, how they selected a workshop as their solution, and their hopes for future collaboration.

    Kim Hoffman, Preservation Librarian, Miami University
    Rachel Makarowski, Special Collections Librarian, Miami University

    Promoting Preservation in the Library and beyond
    Invited panelists will discuss preservation outreach efforts at the University of Illinois at Urbana-Champaign. Attendees will learn how the UIUC Preservation Services department leverages social media and online programming to broaden their audience and gain ideas for how to expand their own outreach efforts. Panelists are current LIS students or recent graduates who can provide perspective on how student employees can engage in outreach activities. 

    Bridgette Hammond, recent graduate with an MA in History and MS in Library and Information Science, Senior Library Specialist in Digital Preservation
    Nani Hodges, MS in Library and Information Science candidate, Conservation Graduate Assistant
    Savannah Adams, MS in Library and Information Science candidate, Conservation Graduate Employee

  • 12:00pm = Technical Services Managers in Academic Libraries

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    The Technical Services Managers in Academic Libraries Interest Group (TSMALIG) offers roundtable conversations on topics of interest to technical services managers and practitioners. The subjects for discussion come from our members’ own experiences. Our meetings are a great chance to meet people in technical services and share some practical ideas about the issues we’re all facing. The meetings are informal and all are welcome!

    We will have three breakout discussions at our meeting, after which the entire group will hear reports from each conversation. Our topics are:

    Working with your institution's procurement or finance department
    In this conversation, we'll talk about the relationship between acquisitions and our institutions' procurement or finance departments. Does this cause friction for your collecting? How have you advocated for the library's needs and have you found workflow solutions?

    Strategies for coordinating in-house training and professional development
    This discussion invites perspectives on training and professional development for cataloging and metadata, systems migrations, and all other technical services functions.

    Centralization vs decentralization in technical services
    This conversation will focus on the benefits and drawbacks of centralization vs. decentralization of technical services functions in institutions large and small.

  • 1:00pm = Catalog Management

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    MARC Records vs. the Catalog: Data Quality and User Experience
    Presenter: Ruth Kitchin Tillman, Penn State University Libraries, Sally W. Kalin Librarian for Technological Innovations

    Description: What happens when you try to build a new catalog based on the MARC standard? This presentation is a retrospective of experimentation, failure, and compromise in the design of Penn State’s Blacklight Catalog with lessons learned about designing for MARC data in the real world. After the presentation, there will be an allotted time for participants to discuss their own OPAC stories as well an Q&A, so please think of stories to share, advice to give, and questions to ask!

  • 2:00pm = Role of the Professional Librarian in Technical Services

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    Want to be a Cataloging Manager?

    Kevin Yanowski, Department Head, Cataloging and Metadata Services, University of North Texas
    Sian Brannon, Associate Dean for Collection Management, University of North Texas 
    Catherine Sassen, Principal Catalog Librarian, University of North Texas   

    The presenters will share their research on job advertisements for cataloging manager positions in academic libraries from 2015 through 2020. They will discuss how required and preferred qualifications have evolved over time. Recommendations for writing job advertisements to promote equity, diversity, and inclusion will be provided.

    Practical Tips for Training, Development, and Evaluation within Technical Services

    Matt Frizzell, Assessment Librarian, Georgia Institute of Technology
    Marlee Givens, Modern Languages Librarian & Library Learning Consultant, Georgia Institute of Technology

    Library work requires constant learning, whether due to organizational change, new technologies, or evolving user needs. A learning organization “facilitates the learning of its members and continuously transforms itself” (Wikipedia). Teaching and learning new skills can be rewarding, but also intimidating, frustrating, and time consuming. Research in fields of organizational psychology and human resource management points to correlation between satisfaction with workplace training, overall job satisfaction, and between job satisfaction and employee retention. This program will examine training and development methods from instructional design best practices,  effectiveness and assessment, how it applies to technical services training.  

    Revamping the Wiki with Training Documents

    Myung-Ja (MJ) K. Han, University of Illinois at Urbana-Champaign
    George Gottschalk, University of Illinois at Urbana-Champaign 
    Stephanie Baker, University of Illinois at Urbana-Champaign 
    Rachel Riffe, University of Illinois at Urbana-Champaign 

    The University of Illinois at Urbana-Champaign Library migrated its integrated library system to Alma in Summer 2020, in the midst of the pandemic. In preparation for the system migration, the Acquisitions and Cataloging Services unit created new acquisitions and cataloging workflows and shared those documents in two places: acquisitions in the Wiki, which are only available for the acquisitions staff, and cataloging workflows in LibGuide, as some contents are relevant to all library colleagues. However, a strong need to have all the documents in a single, more structured place, with more workflow documents that include step-by-step guidance with images, emerged as in-person training became harder and harder and staff members became more comfortable with learning with documents on their own. So the unit decided to revamp the Wiki in the Fall of 2021 to meet those needs.

    This presentation will share the reasons why the UIUC Acquisitions and Cataloging Services unit decided to use a Wiki as a place for its workflow documents, how the Wiki is structured, how staff members use the Wiki, and what plans we have for additional improvements.

Thursday, March 10

  • 10:00am = Bibliographic Conceptual Models

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    Aggregator Ways to Account for Different Conceptual Models
    Presented by: Michael Phillips, OCLC

    Work, Expression, Manifestation, and Item (WEMI) from the Functional Requirements for Bibliographic Records (FRBR) and now the Library Reference Model (LRM) have caused implementation issues for those creating bibliographic data, whether record-based, like MARC, or graph-based, using an RDF serialization. Specific to graph-based infrastructures many models have been proposed and enacted with three mainstream instantiations in Library of Congress’s BIBFRAME, Casalini Libri and @CULT’s Share-VDE, and OCLC’s Shared Entity Management Infrastructure (SEMI). With the goal of sharing and aggregating linked data, different models contain challenges for aggregators. 

    This presentation will discuss the current conceptual models used by different library communities. Prior presentations for different events have compared LRM, BIBFRAME, Share-VDE, and SEMI. In March of 2021, OCLC presented its model and a comparison of all four. This presentation provides an update to these models and the evolution of aggregating data to fit them. 

    A brief overview of the OCLC SEMI model will be followed by a look at the aggregation of data through several examples, comparing data points that make up the WEMI structure. The goal is to give the audience an understanding of working at scale from hundreds of sources which are primarily MARC record-based, and to discuss the potential for making better connections in the data by enriching MARC records prior to entity extraction with appropriate identifiers. These identifiers will help connect the dots between all the pieces of data, whether they are in MARC or in some other format.  

    Modeling Sequential Relationships Beyond MARC 21: Mapping Preceding and Succeeding Entity Relationships for Continuing Resources
    Presented by: Abigail Sparling, University of Alberta Library; Charlene Chou, New York University Libraries; Ian Bigelow, University of Alberta Library; Everett Allgood, New York University Libraries

    Work on Share-VDE MARC to BIBFRAME conversion is an iterative process. Anticipating a forthcoming Share-VDE Sapientia BIBFRAME Knowledge Base update, the Sapientia Entity Identification Working Group (SEIWG) has been defining BIBFRAME entity creation and relationship management rules for the MARC 21 linking fields (i.e., 76X-78X). Refining these conversion and modeling processes will allow library catalogs to leverage linked data’s ability to clearly express relationships between entities and to encode these relationships more explicitly for machines, users, and catalogers.

    This presentation describes the work of a serials-focused SEIWG subgroup to define the sequential relationship rules for the 780 (Preceding entry) and 785 (Succeeding entry) tags. Noting the complexity of many sequential relationships captured in MARC, the subgroup analyzed how this data might accurately be expressed in BIBFRAME and other linked data ontologies. Results highlight that while the majority of 780/785 relationships can be mapped to BIBFRAME without a loss of information, there are a number of cases where alternative ontologies or creative mapping solutions are required. 

    With the goals of retaining the quality of relationship data captured in MARC, while also harnessing the ability to explicitly link and establish entity relationships in linked data, several key areas surfaced during this investigation. For example, the ability to : 

    1. Capture relationships involving three or more titles ; 
    2. Preserve sequential relationships when relevant data is encoded in tags outside of 780/785 ;
    3. Harmonize MARC to BIBFRAME conversion specifications for 780/785 relationships so that converted data interoperates with relationships encoded natively in BIBFRAME.

    It is hoped that this presentation will inform further steps for the development of the BIBFRAME ontology and conversion processes for continuing resources as libraries work toward BIBFRAME implementation.

  • 11:00am = Public Libraries Technical Services

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    Public Library Technical Services During the Pandemic

    Panel discussion
    Moderator: Michael Santangelo, Deputy Director, Collection Management, BookOps (New York Public Library/Brooklyn Public Library
    Patty Wong, ALA President, Santa Clara City Library Director
    Migell Acosta, San Diego County Library Director
    Sarah Beasley, Library Services Administrator of Collection Services, the Carnegie Library of Pittsburgh

    In response to the unprecedented challenge of the COVID pandemic, public libraries across the country strived to make operation adjustments in meeting community needs. This one-hour webinar of panel discussion will focus on the paradigm shifts and visions from the library leadership, local and national, for experience learned and successful stories shared. The struggle during the Pandemic provided an opportunity to shape the future.

  • 12:00pm = Instructional Technologies

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    The State University of New York (SUNY): Exploring Emerging Technologies for Lifelong Learning and Success (#EmTechMOOC)
    Presented by Roberta (Robin) Sullivan, Teaching & Learning Strategist, Educational Services Team, at the University of Buffalo

    SUNY's Exploring Emerging Technologies for Lifelong Learning and Success (#EmTechMOOC) is an online learning opportunity targeted to the needs of college students, faculty, and anyone with an interest to learn about the value and implications of using emerging technologies for personal and professional growth. #EmTechMOOC is a Massive Open Online Course that is complemented by EmTechWIKI, a socially-curated collection of established and emerging technologies. Learn how libraries located anywhere in the world can take advantage of this project to benefit students, faculty, library patrons, as well as librarians and libraries' support staff from a variety of library types. Participants in the MOOC earn digital badges and are encouraged to build an ePortfolio as a culminating project activity.


    Beyond the Basics: Slide Integrated Polling with PollEverywhere, Mentimeter and
    Presented by Steven Bell, Associate University Librarian for Research and Instructional Services, at Temple University

    More librarians are both integrating polling activities into their slide presentation and assisting faculty who want to learn these techniques. This session will focus on three popular polling applications that facilitate poll integration into PowerPoint or google slide decks. Not all three can accommodate all needs, so the session will cover what is possible with each of the three applications. The session will also look at some of the more advanced features and get attendees beyond basic multiple choice polling. There will also be some comparison of the features of each of the three applications in order to guide attendees as they decide which of the three is right for them.

  • 1:00pm = Library Facilities & Interiors

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    This session will be an open discussion where attendees can ask questions and engage in conversation about library facilities with other leaders in libraries.

    • What changes or modifications do you anticipate over the next twelve months in your library?
    • What do you need help with, that others in the conversation might assist with?

    Please feel free to submit one or more questions that you would like to ask the community or a trend or observation you would like to hear the group discuss.

    We hope you will join us on March 10th and please invite your friends and colleagues to join if they wish to do so.

  • 2:00pm = Middle Managers

    This session was not recorded so that participants could speak freely.

    Join this group on ALA Connect

    Join us for a casual conversation around practical middle management topics. Have an issue you need help solving? Want to share something that really worked for you as a manager? Bring your questions, concerns, or other discussion items as you will help us set the agenda. A call for discussion topics will also go out ahead of the meeting via the MMIG list.

Friday, March 11

  • 10:00am = Digital Conversion

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    eReserves and Controlled Digital Lending: An Evolution
    Presenters: Peter Van Leeuwen (Electronic Resources Coordinator); Krista Biasella (Library eReserves Associate); Florida Southwestern State College


    Preserving Music Recitals at Binghamton University Libraries
    Presenters: Erin Rushton, Head of Digital Initiatives and Resource Discovery; Binghamton University Libraries


    Becoming FADGI: Creating a Compliant Digital Imaging Workspace
    Presenters: Bethann Rea, Digital Collections Management Librarian; Penn State University Libraries

  • 11:00am = MARC Formats Transition

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    With Great Power Come Great Responsibility: Democratizing Cultural Heritage Institutions (Or Lack Thereof)
    Hanna Bertoldi, Data Entry, Research, and Integrity Lead, Bowdoin College
    Peggy Griesinger, Head of Metadata Initiatives, University of Notre Dame
    Mikala Narlock, Assistant Director, Data Curation Network, University of Minnesota

    Libraries and museums are well-positioned to positively affect their users with the knowledge they produce, especially when publishing online collections. Through a process called “grooving,” the way knowledge is produced and how technology presents it affects the way we understand the world. Libraries and museums are in a position of power because of the trust the public gives them. GLAM institutions need to be aware that some collection items are more difficult to fit into these systems than others. These records with a “higher barrier of entry” require additional attention to make them more visible and findable in online collections beyond just the bare-minimum metadata.
    In this presentation, we will use the University of Notre Dame’s Marble (Museum, Archives, Rare Books, and Library Exploration platform) project as a case study to explore how linked open data can enhance discovery of GLAM collections, as well as some of the ethical concerns preventing access. As trusted cultural institutions, libraries and museums need to do better at involving local communities in the cataloging process and communicating the ambiguity, bias, nuance, and changeability of the metadata in their online catalogs to users. Catalogers need to be aware that the systems that we use can still prevent certain collections from being found, even if they are available online.


    'Archives at': An Opportunity to Leverage MARC to Create Linked Open Data
    Jennifer Brcka, Archives Specialist, University of Notre Dame
    Daniela Rovida, Rare Books Cataloging and Metadata Librarian, University of Notre Dame

    This presentation will describe the foundations of a new project to promote discovery of Notre Dame archival collections through Wikidata. We will explain our motivation for exploring linked data as a discovery tool, our linked data models, and how we are using MARC data to populate our linked data contributions.

  • 12:00pm = Technical Services Workflow Efficiency

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    Theme: Workflow Trends and Cases in Library Technical Services

    Digital Library Workflow & Practices: Implementing a Multiphase Metadata Production Model and Workflow in DSpace
    Emily Crawford, MIT Libraries

    This presentation will give an overview of the development, testing and implementation process of a Multiphase Metadata Production (MPMP) model and workflow in MIT’s DSpace instance for MIT Open Access Articles Collection. The collection in the repository includes scholarly publications, chiefly articles, written by MIT-affiliated authors under the MIT Faculty Open Access Policy or publisher agreements.

    Realizing a new workflow was needed to expedite availability of papers, to reduce the backlog of Open Access (OA) article submissions plus create flexibility for targeted descriptive work, I created a model for multiphase metadata production. Collaborating with the Scholarly Communications and Collection Services Department, a workflow for multiphase metadata production was developed, which enabled us to significantly reduce the backlog of uncataloged materials, while maintaining the ability to enhance descriptive metadata after the articles have been released to the public.


    Scaling Up Digital Collection Building with a Cross-Unit Database
    Xiaoli Ma, University of Florida

    Teamwork makes the dream work. Multiple teams from two colleges at the University of Florida established an online database to track the digital collection building progress and to smooth transitions between the two units. By facilitating communication, this database transforms multiple teams into one where everyone works together to scale up the work of building an online oral history collection. The exciting result: in half a year, over 500 oral history interviews were added to the digital collection, about a 10% increase to our holdings. 

    The collection-building process begins with the Samuel Proctor Oral History Program (SPOHP) at the College of Arts and Sciences, where the production team organizes digital media files and creates metadata drafts for interviews recorded digitally, and for older interviews recorded on the analog tapes, grant funded project teams initiate the similar process. The Digital Support Services (DSS) at the Smathers Libraries then reviews and ingests the metadata, ultimately uploading the media files to the digital collection. DSS also leads the efforts of updating and cleaning up legacy records.

    This presentation will share how the teams reached the consensus that a database is necessary, details the phases of database development, and lists out the limitations of our methods. It will provide learnings for other cross-unit and cross-institutional digital projects.


    Traditional Cataloging & Workflow: Loading e-Subscription MARC Records Directly into Our Discovery System
    Kathleen (Kathy) Peters, Operations Supervisor – Technical Services, Douglas College Library, New Westminster, British Columbia, Canada

    What do you do when some of your e-subscription data is not managed automatically by your ILS or discovery platform vendor? Many libraries load the MARC records manually into their ILS and then the data is moved through some process to their discovery system. This has a significant impact on authority work, subject browse, etc. inside the ILS because vendor MARC records have many issues. What if you could load the records directly into your discovery system instead? In 2021 Douglas College Library reviewed all its e-subscriptions and created a “custom catalogue” inside the EBSCO Discovery Service (EDS) system where we can load/update/delete vendor records directly through FTP to that space which is under our control. This presentation will give an overview of what we did and why, and what our workflow is for these records.


    Cataloging during the Pandemic: Adapting to the Crisis: Changing Cataloging Processes during the Pandemic
    Fang H. Gao, Donna J. Kraemer & Stephen Kharfen, U.S. Government Publishing Office

    The U.S. Government Publishing Office (GPO) is a Federal government agency with a mission to keep America informed by producing, preserving, and distributing official Federal Government publications and information products for Congress, Federal agencies, and the American public. Library Services & Content Management (LSCM), a business unit within GPO, is responsible for administering four information dissemination programs that are mandated in Title 44 of the U.S. Code. Library Technical Services (LTS) within LSCM is responsible for the four elements of life cycle management of Federal government publications: acquisitions, classification, cataloging, and preservation. We will share how GPO transitioned to 100% telework and a maxiflex work schedule to maintain and improve services to Federal Depository Libraries, and how LTS adapted its tangible workflow to an online environment in response to the COVID-19 pandemic. The pandemic made the possibility of using surrogates critical as GPO staff needed to check thousands of publications in order to authenticate its records. GPO submitted a proposal to the BIBCO Program at the Library of Congress to consider the use of surrogates to authenticate records. The Program for Cooperative Cataloging implemented a new policy on the use of reliable surrogates on Nov. 18, 2021.

  • 1:00pm = Collection Evaluation and Assessment

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    Join the Collection Evaluation & Assessment Interest Group Coffee Hour! This is an informal, drop-in forum to talk shop, delve into what's on our minds regarding collection assessment, make connections and learn from one another. Bring your questions, ideas, curiosity, and favorite beverage. All are welcome!

  • 2:00pm = Catalog Form and Function

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    Huda Khan, Astrid Usong, and Steven Folsom, will present on "Using linked data to enrich entity display in the catalog."