Interest Group Week

   Our most recent IG Week was July 26-30, 2021.

Registration is free, programming is open to all, and recordings of each session will be made available afterward for those who can't attend online in person.

During this week, all Core interest groups are welcome to present discussions, programs, lightning talks, poster sessions, or whatever other type of content they want to highlight.

Interest group chairs who have questions about IG Week should contact us.

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

Core Code of Conduct

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

July 2021 Program Schedule

All times are listed in Central Time.

Click on the name of a group to view the link to the recording.

Monday, July 26

  • 10:00am = Creative Ideas in Technical Services

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    CORE Creative Ideas in Technical Services Interest Group (CITSIG) invites you to join us on Monday, July 26, 2021 from 10-11 Central / 11-Noon Eastern for two short presentations followed by a Q&A session. 

    Housed within the Core division of ALA, the Creative Ideas in Technical Services Interest Group was created to provide a forum for discussion of issues within the field of technical services which are relevant to library staff at all levels, particularly those issues relating to the evolution of technical services as it affects and is affected by technology and greater interdependency between all library departments.

    Tap the magic - streamlining collaboration between technical services and research services

    Once upon a time, Iowa State University Library was awash in paper, and we aren't just talking about books. COVID-related remote work quickly exposed the folly (and flaws) in using a paper-only method to re-order items that went astray or that returned to the library after years of living in a faculty member’s office. A merry band of technical services staff tapped the magic of LibAnswers to communicate within and across departments while requests moved through the workflow. This presentation will cover the LibAnswers workflow and tools we found helpful for streamlining the withdrawal and restoration of lost and missing items. 

    Presented by: 
    Dawn Mick, Head of Access Services, Iowa State University
    Harriet Wintermute, Head of Metadata Services, Iowa State University


    Discoverability: Bridging Technical and Research Services

    Collaborating between departments can be challenging at times, especially when departmental tasks don’t seem to overlap much. However, branching out can lead to an increase in skills that can be used in day-to-day tasks or research projects. This presentation will cover how an ongoing collaboration between Mississippi State University’s History Research Librarian and a Metadata Librarian created an environment where both parties could learn new skills and assist one another with their respective work. They will discuss how the intersection of a digital humanities project and technical services led to a DEI project focused on discoverability.

    Presented by: 
    Lauren Geiger, Metadata Librarian, Mississippi State University
    DeeDee Baldwin, History Research Librarian, Mississippi State University 

  • 11:00am = Bibliographic Conceptual Models

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    BCMIG provides a forum for the discussion of conceptual models, such as IFLA-LRM and BIBFRAME 2.0, that serve as the basis for current cataloging standards or are expected to provide a foundation for future cataloging standards in a Linked Open Data environment. For the 2021 Core Interest Group Week, summer 2021, BCMIG is pleased to offer a presentation that addresses a fundamental topic in current conceptual model-based cataloging: what is entity-based description?

    Bibliographic Entities are Described by Sets
    A set theoretical frame based on Svenonius’s theory of bibliographic entities is the departure point for this short talk on entity description. This talk will briefly show how properties of bibliographic entity descriptions may be identified using a frequent pattern data mining algorithm over targeted sets of existing metadata descriptions. The MARC21 corpus used in this case was comprised of clustered sets of publishers and publisher locations from the library MARC21 records found in the Platform for Open Data (POD). POD is a data aggregation project involving member institutions of the IvyPlus Library Confederation and contains seventy million MARC21 records, forty million of which are unique.

    Presenter: Jim Hahn, Head of Metadata Research, University of Pennsylvania Libraries.

    The talk will be followed by question-and-answer session featuring questions posed both by BCMIG officers and by members of the audience.  

  • 12:00pm = Electronic Resources

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    The Core Electronic Resources Interest Group (ERIG) invites you to join us on Monday, July 26, 12 p.m. Central | 1 p.m. Eastern for presentations on diversity, equity, and inclusion (DEI) initiatives or projects in the work of electronic resources. We will be hosting three presentations followed by time for questions and answers.

    Applying an Equity Lens to E-Resources Cancellations
    Presented by Sarah Kirkley, Electronic Resources Manager, Pacific University Libraries

    As a first step in incorporating EDI initiatives into our daily work, departments within Pacific University Libraries were tasked with applying an equity lens to a policy or procedure. In Collection Services, we chose to examine the process of determining which electronic resources do not get renewed in times of a budget shortfall. This was fresh on our minds after we were forced to make some difficult cancellations earlier in the year as a result of pandemic-caused budget reductions. This talk will share our takeaways from looking closely at our cancellation process and will discuss barriers to approaching this work in a way that is truly equitable for our communities.

    Why Do Librarians Need Accessibility Audits? - Getting Started
    Presented by Kate Silton, Electronic Resources Librarian/Associate Professor, North Carolina Agricultural and Technical State University and Samantha Harlow, Online Learning Librarian, University of North Carolina at Greensboro

    Accessibility is vital for all patrons to be able to access all elements of the library, particularly eResources. Some librarians perform large scale accessibility audits of their collections (CITE, Fernandez), while others look at VPATs. But with the growth of electronic resources in all academic libraries, it’s important to be able to quickly assess a vendor product or service for accessibility issues beyond the VPAT. In this lightning talk presentation, an online learning librarian and eResources librarian from two different academic libraries will talk about why accessibility is crucial for technical services, as well as ideas of how to quickly perform an accessibility audit on a collection or new product. 

  • 1:00pm = Collection Evaluation & Assessment

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    All are welcome to join as at the Collection Evaluation & Assessment IG Session where several of our colleagues will share their expertise. The session is on Monday, July 26th from 1-2 PM CT, and is free to attend. Each presentation will be approximately 7-10 minutes in length followed by a few minutes for questions. Detailed descriptions of the presentations are below.

    Using E-Resource Troubleshooting Data in Collection Evaluation & Assessment - Elyssa M. Gould (Head of Acquisitions & Continuing Resources at the University of Tennessee, Knoxville)

    This presentation will share how the University of Tennessee, Knoxville Libraries incorporates electronic resource troubleshooting data into collection evaluation and assessment discussions. On July 1, 2017, the Acquisitions & Continuing Resources department began collecting standardized data about the e-resource troubleshooting tickets handled by their staff. The department has nearly four fiscal years of data describing over 3100 tickets. This data is currently shared internally with the Assessment Programs & Collection Strategy department, who makes the majority of purchase and renewal decisions, as well as the Collections Committee, who makes large purchase decisions. The data provides essential platform performance, usability, and interoperability information as related to UTK patrons, and is also used in price negotiations when performance is below standard levels.

    Predicting Paper Conditions with Machine Learning - Aric Haas

    Item-level collection surveys may require a number of resources that institutions may be unable to afford for regular assessment. In an effort to reduce some of the costs associated with collection assessment, I'll be exploring the applicability of machine learning for predicting paper conditions.

    The Process for Developing Ethical Considerations for Assessment of Use and Reuse of Digital Objects - Caroline Muglia (Associate Dean, Specialized Collections, University of Southern California) and Santi Thompson (Head of Digital Research Services & Eva Digital Research Endowed Library Professor, University of Houston)

    The multi-year IMLS-funded grant, Digital Content Reuse Assessment Framework Toolkit (D-CRAFT), addresses how we measure not only use but reuse of digital library collections. Content reuse refers to how often and in what ways digital library materials are utilized and repurposed. While most metrics and assessment methodologies address the use of materials, there remains a gap approaches and standards for assessing reuse. The grant deliverables include Ethical Considerations and Guidelines for the Assessment of Use and Reuse of Digital Content (the “Guidelines”), Recommended Practices and a suite of Engagement and Education tools for digital content reuse assessment that will be shaped by and made available to the galleries, libraries, archives, museums and data repositories (GLAMR) community.

    The Guidelines propose a set of core values, principles, and guidelines for the application of reuse assessment in a manner that accounts for the cares of GLAMR and stakeholder communities and the collections that they steward. This talk will focus on the development of The Guidelines document including involvement from the D-CRAFT Advisory Group and comments received through the Open Commenting period. The talk will also focus on the intended application of The Guidelines and implementation among digital library practitioners. The talk will conclude with next steps such as hiring experts to draft sections of the Guidelines that sparked community interest.

    Tips for Managing and Sharing Collections Data from Data Librarians - Wenli Gao (Data Services Librarian - University of Houston) and Reid Boehm (Research Data Management Librarian - University of Houston)

    Many academic libraries provide data management services and training for researchers, but often we forget to manage our own data. Collections data comes from multiple sources such as integrated library systems, interlibrary loan platforms, or other electronic resource management systems with different formats and functions. Bringing together content from diverse platforms for a variety of purposes creates greater complexity across data collection and handling processes. In this presentation two data librarians will share basic research data management concepts, in the context of collections-related data. These include considerations for file-naming, documentation, versioning, back-up strategy, security, and access.

  • 2:00pm = Cataloging Norms

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    Do Cataloging Norms Matter to the School Librarian? Presented by Allison G Kaplan, Distinguished Faculty Associate, Emerita at Wisconsin University. This presentation illustrates that even a little knowledge about how the catalog works can lead to more useful organization of materials, better control of non-book items, and possibly even a reduction in frustration levels.

    Cataloging for Discovery, presented by Elisabeth Kaune, Coordinator of Technical Services at Marquette University. In this presentation, we will discuss some of these difficulties and some ways that librarians are trying to make things easier for users. We will also have time to discuss ideas and concerns.

    Who We Are
    Cataloging Norms Interest Group offers a forum for the exploration, communication, and exchange of ideas on the dynamics and evolution of cataloging/metadata norms and workflows. We encourage and seek out participation from anyone with an interest in cataloging - from public, academic, school, or special libraries - regardless of experience level or training. 

Tuesday, July 27

  • 10:00am = Instructional Technologies

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    Join the Instructional Technologies Interest Group for a brief presentation on Top Instructional Technology Tools for Librarians. Then we will have an open discussion about instructional technologies.

  • 11:00am = Faceted Subject Access

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    Faceted Vocabulary Implementations: Successes and Challenges
    This program will include a short update from Casey Mullin from the the PCC Subcommittee on Faceted Vocabularies (10 minutes)

    Next will be a session from University of North Texas on their FAST implementation.

    Implementing FAST at the University of North Texas
    Adam Baron, Cataloging Coordinator, University of North Texas Libraries
    Jason Thomale, Resource Discovery Systems Librarian, University of North Texas Libraries (30 minutes)

    If your library uses records from OCLC and relies on Library of Congress Subject Headings (LCSH) to provide subject access to your materials, there’s a good chance you’ve made a decision at some point in the last decade about how to handle Faceted Application of Subject Terminology (FAST) that began appearing in OCLC records. You’ve probably faced several questions: If FAST is based on LCSH, then why add FAST? What happens if you have both? What’s a good way to handle FAST headings in a traditional OPAC? What could you do with them in a faceted catalog?

    The University of North Texas Libraries, like many, initially opted to remove FAST headings and continued to do so for several years. But recently, they had the opportunity to batch convert their LCSH to FAST, which—given their newly implemented faceted catalog—they now decided to embrace. In this presentation they will share their experiences, including why they decided to begin using FAST, the process of converting existing LCSH headings to FAST headings, the implementation decisions that they considered for both their traditional OPAC and their faceted catalog, and what they’ve learned (so far) about providing subject access using LCSH and FAST.

    The session will end with a Q&A/open discussion about faceted vocabulary implementation (successes/challenges) with the remainder of the time (20 minutes).

  • 12:00pm = Catalog Management

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    Improving Access: a non-Roman record upgrade project
    Nicole Lewis, Lead cataloger, University of Utah

    The University of Utah Marriott Library has been working on a project to upgrade about 105,000 legacy MARC records for titles in non-Roman languages, many of which belong to an extensive Middle East collection. Motivation for the project included the widespread lack of vernacular script due to the age of the records. There were also complaints from faculty and students who had difficulty finding non-Roman language materials due to differences in script Romanization between mainstream education and library standards. The project has resulted in the addition of many more fields in the vernacular script and greater vernacular inclusion in the catalog. In this presentation, attendees will learn about the chosen method for achieving this upgrade, lessons learned, and considerations for taking on a similar project.

    Recipe for E-Resources Discovery
    Beth Guay, Continuing Resources Librarian, University of Maryland Libraries

    Recipe for E-Resources Discovery:

    • One part selector’s judgement
    • One part cataloging utility, such as OCLC’s Connexion cataloging client
    • One part library catalog
    • One part discovery service
    • One part good metadata
    • One part authority control
    • One part cataloger’s judgement
    • The kind assistance of your discovery or e-resources librarian “to taste”
    • Dash of gumption

    The presenter will share her recipe for library e-resources discovery, ascertained from 30 years of cataloging experience that includes 20 years of e-resources cataloging specialization and nearly 10 years of WorldCat Discovery experience (disclaimer: all years’ experience are rounded out to nice numbers). She will briefly cover (1) analytics for a proprietary database, (2) a collection of Open Access eBooks, and (3) distinctive titles in a monographic series.

    Out of the Dark Ages: Consortium Training and the Use of Technology
    Tyler Wilmoth, Technical Services Manager, Johnson City Public Library
    Juniper Starr, Cataloging Librarian, Johnson City Public Library
    Emory La Prade, Acquisitions Clerk, Johnson City Public Library

    The pandemic has required consortia to change the way they interact between institutions. The Organization of Watauga Libraries (OWL) is no different. With little technological training or utilization, the consortium, pre-pandemic, was stuck in the dark ages. Because quarantine and subsequent social distancing requirements hindered normal meetings and workflows, changes had to be implemented for OWL to be successful. With careful consideration to the needs of the consortium, a migration in the near future, and training gaps needing to be reconciled, OWL is emerging as a more cohesive, efficient, focused, and technologically advanced organization to help serve the consortium’s needs. Moving organization meetings to Zoom, creating a blog, and producing training videos has changed not only the way OWL communicates, but has provided space to improve our OPAC as co creators instead of a group of disjointed institutions. 

  • 1:00pm = Open Source Systems

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    In this one-hour panel discussion, representatives from three libraries will share their recent experience migrating to the new open source LSP, FOLIO. Each library will represent a different service provider (i.e., IndexData, EBSCO, and ByWater Solutions) that offers implementation services and ongoing support for FOLIO. Panelists will discuss the challenges they faced during the implementation process and provide tips for future libraries that may be considering a future migration.

  • 2:00pm = Core New Members

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    This session will focus on tips for new librarians. We will be discussing topics such as academic librarianship and tenure, soft skills, tips for new supervisors, and tips for writing cover letters and resumes/CVs.

Wednesday, July 28

  • 10:00am = Technical Services Managers in Academic Libraries

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    The Technical Services Managers in Academic Libraries Interest Group (TSMALIG) features 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 challenges we’re all facing.

    Learn more about TSMALIG by visiting our space in Connect:

    Contact: Greg Ferguson (

  • 11:00am = Library Consulting

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    Please register if you plan to attend the event in order to receive the link to our session. There is no registration fee for any of the programs during the Core IG Week.

    Core Library Consulting Interest Group invites you to join us on Wednesday, July 28, 2021 from 11-NOON Central / Noon-1 PM Eastern for a panel presentation and discussion on library consulting.

    Are you interested in becoming a library consultant?  Please join us to hear how you can launch your consulting career helping libraries and colleagues with your talents and skills. Laura Rose Taylor and Michelle Frisque will facilitate a session where presenters Val Edwards (P2G Consulting), Charles Forrest (21clc LLC), Martha Kyrillidou (QualityMetrics, LLC), and Curtis Rogers Consulting will discuss how they came to consultancy, what areas they focus on, and what they wish they knew when they started. They will highlight interesting consultancies they have (what made them interesting, what the client learned, and what the consultants learned).

    Benefits to the Audience

    • Become aware of the Core Library Consulting 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

    Val Edwards (P2G Consulting) is consulting in the areas of leadership, team development, and conflict management. She is a long time ALA/AASL member.

    Charles Forrest (21clc LLC) is consulting in the areas of library facilities and visioning. He has more than 35 years of experience in academic and research libraries and has managed many facilities projects and renovations.

    Martha Kyrillidou (QualityMetrics, LLC) is consulting on visioning, strategy, assessment, facilities, library cost studies, and all aspects of library leadership and management. She is a long time ALA/ACRL/PLA/Core (former LITA/LAMA) member.

    Curtis Rogers Consulting is consulting and conducting training for marketing and communications offering webinars in a variety of topics; Curtis retired after 27 years from the South Carolina State Library. 

  • 12:00pm = Technical Services Workflow Efficiency

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    TSWEIG’s charge is to provide a forum to exchange information and discuss techniques in workflows associated with the evaluation, selection, acquisition, and discovery of library resources.

    As we explore these topics during Core Interest Group Week, we are excited to feature these two presentations:

    Jill Kehoe, Library Director, SUNY Maritime College will present A Tale of Two Catalogs: It was the best of times, it was the worst of times - how two integrated library systems serve one campus.

    SUNY Maritime College’s main library is the Stephen B. Luce Library, but unbeknownst to many is their second library onboard the training ship Empire State VI. The Empire State VI sets sail each year on summer sea term, embarking on domestic and international voyages that takes you back to a time before many of our students were born: a time without the internet.

    The Ship’s library uses OpenBiblio, an open source integrated library system, to manage the collection of approximately 5,500 items. It is housed on a local server, with an intranet page and limited connectivity to shore: select library staff can remote into the server only when the ship is at the college’s pier and connected to the network. The ship’s collection is not reflected in Alma/Primo, which renders the collection not discoverable by patrons, and therefore sits unused for 9 months of the year.

    This presentation will outline a three phase project to integrate the Ship’s collection into Alma/Primo, officially making it a branch library that patrons can request material to be paged from and picked up on shore.

    Laura Haynes, Catalog and Metadata Management Librarian, Binghamton University will present How Catalogers Learn: Illuminating the Esoteric.

    This session aims to provide a holistic portrait of cataloging training based on results of a survey of 349 participants related to their process of learning cataloging. This presentation will provide information to potential and novice catalogers about common expectations from employers in terms of prior experience as well as what they may expect in their training. For administrators and those responsible for training catalogers, Laura will reveal common issues catalogers have experienced during their training, as well as will expand upon data points related to the number of years spent in the field, what type of experience catalogers had before beginning their first cataloging position, and how they were trained in their first cataloging position. Questions such as: "What percentage of catalogers had prior experience before beginning their first cataloging position, and what type of experience was it?", "What are the most common onboarding issues for those with less than 10 years experience?", "What are the most common onboarding issues for those with other levels of experience?", "Are catalogers learning faster than they were in the past?”, and others, will be addressed during this session. 

  • 1:00pm = Metadata

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    This program will include two presentations:

    Representation and data collection: The ethics of using Linked Open Data for Oklahoma Native artists
    Madison Chartier, Metadata Librarian, Oklahoma State University
    Megan Macken, Digital Scholarship Librarian, Oklahoma State University

    This presentation features Oklahoma State University (OSU) Library’s ongoing case study on implementing Linked Open Data (LOD) to broaden Oklahoma Native artists’ online representation. In 2010, the Oklahoma Oral History Research Program of OSU Library began recording and archiving interviews about Native art with tribal nation citizens throughout Oklahoma. The Oklahoma Native Artists (ONA) collection features first-person accounts from self-identified Native artists, Native art gallery owners, festival organizers, and collectors. The complex history of Indian Territory, the passage of the 1990 Indian Arts and Crafts Act, and current state legislation regulating who may market their work as a Native American artist are part of this story.

    This case study documents an initiative to create LOD from the ONA project using Wikidata. When a Native artist’s recently published Wikipedia article was rejected for “lack of notability,” we began researching and increasing documentation of artists’ exhibition histories, awards, and published bibliographies to establish notability within the Wiki-community. This information is scattered throughout oral history interviews, regional and Native American newspapers, and legacy exhibition catalogues. A linked dataset based on this research would provide a rich foundation for visualizing connections between artists and their representation in museums.

    But while LOD may help improve artists’ notability, LOD also raises the ethical concern of balancing more inclusive data with care for the rights of the people who are part of a linked dataset. Who are the real beneficiaries of this data collection? How might individuals maintain agency over their representation? How we choose to address these issues with sensitivity, and how we work with artists to make decisions regarding data sharing, will be documented in this case study.

    Looking for ‘Trouble’: Descriptive Audit Toolkit for Archival Metadata
    Meghan Lyon, Head of Technical Services, David M. Rubenstein Rare Book and Manuscript Library, Duke University
    Noah Huffman, Archivist for Metadata, Systems, and Digital Records, David M. Rubenstein Rare Book and Manuscript Library, Duke University

    An important component of EDI work at the David M. Rubenstein Rare Book and Manuscript Library (Duke) has been to analyze, contextualize, and remediate racist or biased language in archival description. More than just finding harmful terms, however, Librarians see auditing the metadata as a strategy to identify which collections need better processing and new description altogether. Some of the oldest archival collections are centered around the records of white male protagonists, and often feature library descriptions that marginalizes or de-emphasizes any BIPOC participants. Librarians are seeking to address that program by auditing the description to look for both harmful language, and helpful clues.

    To help sort through about 12,000 MARC XML files and 4000 EAD XML files, Librarians built an auditing tool with Python scripts, generously shared by other institutions doing similar work, and then hired a Duke computer science student who used Python and SpaCy to build a full-fledged application with a GUI. 

    This presentation will showcase the workflow, challenges, and the next step of the metadata auditing.  

  • 2:00pm = Cataloging & Classification Research

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    The Cataloging and Classification Research Interest Group (CCRIG) provides a showcase for viewing and discussing the latest research projects in the organization and retrieval of information. For this Interest Group Week, we feature two presentations on topics relating to our theme “Ethical Cataloging: Toward Diversity and Inclusiveness”: 

    Using Homosaurus in a Public Library Consortium
    By Rachel K. Fischer, Cooperative Computer Services

    One step that public libraries can take to add diverse and inclusive metadata to catalog records is using Homosaurus for LGBTQ+ topics. Homosaurus is an international linked data vocabulary of LGBTQ+ terms. This vocabulary is intended to function as a supplement to other controlled vocabularies, such as the Library of Congress Subject Headings. Yet, using Homosaurus can only happen with the approval of the consortium administrators.

    This presentation will introduce Homosaurus and provide examples of when it is beneficial to add Homosaurus to bibliographic records. These examples will highlight books that will benefit from Homosaurus terms, as well as compare the terms that patrons search with to Homosaurus and Library of Congress Subject Heading terms, and the extent that searches are executed with these terms. Rachel Fischer will then provide an overview of the decision-making process that Cooperative Computer Services (CCS) used to approve the motion to allow Homosaurus in the CCS catalog. She will then provide an overview of the cataloging guidelines used at CCS.

    Black Subject Headings in LCSH: Successes and Challenges of the African American Subject Funnel Project
    By Michelle Cronquist, University of North Carolina at Chapel Hill and Staci Ross, University of Pittsburgh

    The African American Subject Funnel Project was recently revitalized and is actively contributing new and improved terminology related to the African American experience to the Library of Congress Subject Headings (LCSH). Our membership includes a diverse mix of catalogers and subject specialists who work collaboratively on subject heading proposals. Historically, only a small group of catalogers have felt empowered to contribute to LCSH, but we have worked to democratize participation in the Subject Authority Cooperative Program (SACO) through training and mentorship of Funnel members. Including the perspective of subject experts, public service librarians, and staff of diverse institutions greatly improves LCSH for everyone.

    We will discuss our successes as well as the challenges that arise when trying to update a very old controlled vocabulary to align with our antiracist goals. LCSH generally centers whiteness and marginalizes the experiences of people of color. It is often shockingly lacking in concepts related to the Black experience, even those that are well-documented in library materials. Existing language in LCSH often needs to be updated to be more inclusive. And in some cases, existing subject heading policy actually hides materials about racism. We will discuss how the Funnel has successfully introduced new terminology that provides a broader look at Black and African American experiences, and how we have proposed changes to existing terminology which empowers contemporary users to confidently employ LCSH in their information needs.

Thursday, July 29

  • 10:00am = Project Management

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    At this first meeting the group coordinators will do a short presentation about their recent project management work and how the Interest Group started. We will then have a discussion about areas of focus for the group in the coming year.

  • 11:00am = Linked Data

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    The Core Linked Data Interest Group provides a forum for discussing library data’s expanding role in the Semantic Web and a showcase for linked library data initiatives. For Core Interest Group Week, we are pleased to present updates on linked data initiatives from two national institutions.

    Linked Data Initiatives at the National Library of the Netherlands
    René Voorburg, Linked Data Officer, National Library of the Netherlands

    The National Library of the Netherlands provides access to a growing number of RDF resources through the LodView linked data portal at This presentation will provide an introduction to current work, including discussion of publishing bibliographic entity descriptions using elements from the vocabulary, and possible directions for future work, such as investigation into the RDF implementations of Resource Description and Access (RDA) and the Library Reference Model (LRM).

    Library of Congress Linked Data Service APIs Explained
    Nate Trail, Digital Project Coordinator, Library of Congress

    ID.LOC.GOV–also known as the Library of Congress's (LOC) Linked Data Service–is well-known as a point of access for Library of Congress authority and bibliographic data published as linked data (LD). Each resource is modelled in RDF, linked to other resources published by the LOC and resources in external systems such as Wikidata and VIAF, and provided in a variety of LD formats.

    This presentation will focus on the services–APIs–LOC provides to facilitate greater access to and use of the data. The Suggest Service, Label Service, and Update Feed Service, among others, will be described, including information about how to use them. 

  • 12:00pm = Authority Control

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    LC Update by Janis Young
    Janis L. Young (Senior Cataloging Policy Specialist, Policy and Standards Division (PSD)) will be giving her regular semi-annual report from Library of Congress, including updates on authorities projects, staffing changes at Library of Congress, and updates to documentation.

    The Francophone Name Authority Program by Caitlin Horral, Julie Cardinal, and Danielle Poirier
    In Spring 2020, Canada launched a shared French-language authority program to collaboratively manage authority files. The Francophone Name Authority Program is a collaboration between Library and Archives Canada, Bibliothèque et Archives nationales du Québec and 15 French-language Quebec libraries. The program allows participating organizations to develop and follow a set of standard practices, improve information exchange between institutions, enrich the available data and decentralize efforts. NACO served as a model for the governance structure, program and policies, and we drew on the expertise of Dominique Bourassa, Cataloguing Librarian at Yale University, NACO trainer and ALA representative on the North American RDA Committee, to help design the program. Despite the pandemic, the program launched in June 2020 with the addition of approximately 1.4 million records from partner institutions into the existing 650,000 records of Library and Archives Canada. 

  • 1:00pm = Copy Cataloging

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    Reflections on post-pandemic copy cataloging: adapting workflows to meet COVID-19 challenges
    This program will have three presentations discussing various issues copy catalogers faced during the COVID-19 pandemic, how they adjusted their workflows, and the efficacy of those changes.

    Presentation 1:
    Copy Cataloging Challenges During COVID-19: A Glimpse at the Processing and Workflow Management of Donations and a Specially-Acquired Collection
    Presenters: Audrey Koke, Renee Gould and Marissa Smith | Saint Leo University, Technical Services Department

    The Cannon Memorial Library at Saint Leo University adjusted their workflow to accommodate the pandemic. Their technical services department became accustomed to working from home, and along with their laptops came boxes and boxes of copy cataloging work. The majority of print book materials were donations and a special acquisition of titles from another institution. This presentation will highlight three areas of accepting and processing these materials. First, the presenters will describe how the pandemic has impacted all technical services workers and how it specifically challenged workflow for accepting, sifting through and copy cataloging. It will then delve deeper into their methods and will showcase the numbers of books accepted and the copy cataloging procedures. Finally, they will describe how these efforts have improved the collection for post-pandemic use.

    Presentation 2:
    Streamlining and Enhancing Copy Cataloging Workflows Through APIs and Workflow Modifications
    Presenter: John Myers, Catalog & Metadata Librarian Schaffer Library, Union College

    In our local context, copy cataloging used to engage two full “touches” with the item and catalog record, once at the time of cataloging and again as a final quality assurance review. As part of the response to COVID, much of the first “touch” occurred remotely without access to materials and focused solely on those details that would affect processing – namely the presence/completeness of the call number and other details related to location coding and prefixes. With the insights from this COVID-driven shift, and the coding contributions from a student intern, we changed our processes to streamline and enhance our copy cataloging workflows across groups of materials rather than relying on one-by-one tackling of records. These changes have improved our overall efficiencies, including the ability to more quickly identify items that need more attention as well as the ability to sort and prioritize our materials once received.

    Presentation 3:
    Just keep cataloging: How one cataloging unit changed their workflows to fit the pandemic remote, hybrid, and in-library work.
    Presenters: Becky Skeen, Liz Woolcott, Andrea Payant | Utah State University

    Utah State University Libraries Cataloging and Metadata Services (CMS) unit, including student workers, transitioned to remote cataloging in March 2020 due to the COVID-19 pandemic. The presentation will outline the process undertaken by supervisors to evaluate and modify services and workflows to continue cataloging materials through the different phases of library capacity from shutting down most of the library, to a hybrid limited staff capacity, through staff back in the library full-time.

  • 2:00pm = Publisher-Vendor-Library Relations

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    Navigating the Pandemic Blues – Closing Down and Reopening Issues for Publishers, Vendors, and Librarians

    Like the rest of the world, libraries, publishers and vendors had their normal routines disrupted when the COVID-19 pandemic closed libraries, offices and warehouses with little warning. This session will illuminate how each sector adjusted to the shutdown and address how each expects to conduct business as vaccines make reopening possible. The program will feature five speakers from across the industry who will share how their organizations responded to the crisis and detail changes they anticipate will become permanent. There will also be time for audience discussion. Featured speakers include:

    • Michael Zeoli has worked in scholarly publishing and academic libraries for more than two decades. Michael began work with academic libraries as a supervisor in the Acquisitions Department at the Regenstein Library at the University of Chicago.  He worked in many roles at YBP Library Services (GOBI) where, as Vice President of Publisher Relations, he was responsible for consulting with publishers on academic library digital and print collecting models.  Michael is currently a Senior Advisor for Publisher Strategy at De Gruyter, a leading scholarly publisher in Classics, History, Linguistics and Religion, among other areas, based in Berlin.
    • Bill Sherfey is the regional sales manager covering the Central US and Manitoba for the German serials agent and book vendor, HARRASSOWITZ.   He did both his MLS and undergrad work in German and music at the University of Illinois and has worked as a collection development and public services librarian in academic, public, and school libraries.  In addition he’s worked for other vendors in the library and preservation industries.
    • Laura Folaumahina has been with Backstage Library Works for more than 25 years. She has worked in various capacities in metadata: MARC technician, cataloger, project manager, operations manager and currently is Product Manager of Metadata Services. Laura oversees all cataloging, reclassification, metadata and retrospective conversion projects and is instrumental in defining, planning and pricing projects.
    • Beverly Charlot, Head of Technical Services, James E. Shepard Memorial Library, NC Central University
    • Ellen Amatangelo is the Scholarly Communications Coordinator for Brigham Young University’s Harold B. Lee Library in Provo, Utah, where she manages the institutional repository, teaches scholarly communications workshops, provides library instruction for writing students, and oversees collaborative projects involving digitization, metadata, and editing. She currently serves as a co-chair of the ALA Core Publisher-Vendor-Library Relations Interest Group and as a member of the Utah Library Association Copyright Education Round Table. Before joining the staff of the Harold B. Lee Library in 2018, Ellen worked as a cataloger, imaging technician, Technical Services Specialist, and Project Manager of Metadata Services for Backstage Library Works in Provo, Utah for nineteen years.   

Friday, July 30

  • 10:00am = Competencies & Education for a Career in Cataloging

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    Beyond the Traditional: Competencies, Education, & Tasks for 21st Century Cataloging/Metadata Practice
    The Core Competencies & Education for a Career in Cataloging Interest Group is proud to host three presenters for its session during Core Interest Group Week. Each presentation will provide a unique viewpoint on developing cataloging competencies and providing cataloging education for current and future cataloging practitioners.

    Looking outward: Preparing for cataloging practice through interdisciplinary studies
    Presenter: Jeanette Norris, Yale University

    The metadata field relies on methods and knowledge from a variety of fields including the humanities, social sciences, design, and technology. However, much of the training and education in the field is firmly focused on dominant library-specific standards and software. Discussions of the breadth of expertise required for cataloging usually references familiarity with the content that needs to be cataloged. This presentation will discuss metadata practice as an interdisciplinary effort. It argues that metadata and cataloging librarians, along with their colleagues and administrators, benefit from broadening the possible qualifications that can be used to join the field. For example, when posting and hiring for a new position, focus on critical thinking and design, rather than on experience using specific standards and software that are highly specific to libraries. Focusing inward, primarily serves to lessen the initial learning curve of an entry-level employee but doesn’t take into consideration the future needs of the department, organization, or the cataloging and metadata field. Taking a more interdisciplinary approach can also reduce potential barriers to joining the field and could strengthen the cataloging and metadata librarianship by diversifying the field. Additionally, this shift in focus could open Library and Information Science programs to market and deliver courses that can be more attractive to students enrolled in other degree programs. The presentation draws on the presenter’s experience as a metadata practitioner, hiring manager, and adjunct instructor in an MSLIS program.

    Simulating the Future: A Consortial Catalog for Cataloging Students
    Presenter: Dom Bortruex, American University

    As cataloging standards and systems evolve, cataloging students are often left behind. They learn cataloging fundamentals, but are inexperienced with applying these core competencies to real-world environments of shared consortial catalogs. As more libraries move to shared Integrated Library Systems (ILS) and Library Service Platforms (LSP), employers expect applicants to be experienced in consortial cataloging, batch record adds, deletes, and maintenance, and collaborating with external partners.

    Beyond internships which offer limited experience in these areas, how do we prepare students for shared consortial cataloging in complex library systems? How do we expand cataloging education to prepare students for tasks that go beyond traditional cataloging?

    Based on the presenter’s experience as a technical services manager and MLIS educator, this presentation argues the need for an MLIS consortial catalog comprised of cataloging students from multiple universities which simulates cataloging and maintenance workflows for future technical services librarians. The presentation explores obstacles related to funding, support, and maintenance of a consortial catalog while seeking to inspire educators to collaborate to address these issues.

    Proposal for Cataloger Tasks as an approach to teaching modern cataloging
    Presenter: Shawne D Miksa, University of North Texas

    Since the release of Resource Description and Access (RDA) many cataloging educators have incorporated into their teaching of descriptive and subject cataloging the ‘user tasks’ as presented in the four functionality models (FRBR, FRAD, FRSAD, and LRM) as a way to read, navigate, and use RDA. This talk addresses a particular set of behaviors from the cataloger’s point of view—the ‘cataloger’s tasks’ that form much of cataloging work.

    There is a many-to-one relationships between cataloger and user tasks. By identifying these tasks catalogers can more easily learn how to navigate and use RDA. In RDA the primary cataloger tasks are recording, identifying, describing, and providing data. Furthermore, cataloger’s record attributes of things and relationships to or between things—leading to a secondary set of cataloger tasks of clarifying, associating and contextualizing.

    This approach to cataloging education establishes a framework teaching how to organize information in a logical manner for any number of information retrieval systems and, in the case of library administrators, a way to clearly understand the importance of cataloging work to the library.

  • 11:00am = Catalog Form & Function

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    FOLIO and VuFind integrations
    Speakers: Demian Katz, Villanova University, and Ian Hardy, Index Data

    VuFind is a highly flexible discovery layer. FOLIO is a powerful library services platform. Both are open source, built by libraries for libraries. This presentation will briefly introduce both packages, discuss how they can work together to enhance library services, and share the present state of integration work. Time for Q&A will be included. 

  • 2:00pm = MARC Formats Transition

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    Wayne Schneider (Senior Engineer, Index Data)
    BIBFRAME/MARC crosswalks: Issues and tools
    Wayne Schneider will talk about Index Data’s work with the Library of Congress on MARC-BIBFRAME crosswalks. He will discuss the work done on capturing the mappings and the implementation of a set of open source tools to implement these crosswalks in any system.

    Kyle Banerjee (Senior Implementation Consultant, EBSCO)
    What you need to know for a smooth migration to FOLIO
    Abstract: Migrations are about transitioning data to a new context. Because of differences in how the old and new systems use data, changing to a new library management system (LMS) is normally highly disruptive. However, the process of adapting FOLIO is far more flexible than any other LMS. As a result, you can migrate data usually thought to be unmigratable and quickly make adjustments so you can take advantage of all of FOLIO's functionality right away.

    Laura Daniels (Assistant Director, Metadata Production, Cornell University Library)
    Metadata Management in FOLIO: the Future of Metadata is Open
    This presentation will outline the long-term vision of cataloging/metadata in FOLIO's Inventory app, as well as its current development and how it's being implemented at Cornell University Library.