Technical Services Round Table


Trip Notes: Utah State University Catologing Department

ULA 2002: Trip notes from the Utah State University Cataloging Department
Recorder’s name is at the top of each session report


ULA 2002 - Cheryl Adams

Digital Collections in Utah: Building the Technical Infrastructure for a Coordinated Digital Library - Part I and II

“Funding from the Utah Academic Library Consortium (UALC) will establish four digitization centers in the state of Utah this year. In addition to creating their own digital collections, the centers will support the digitization efforts of other colleges and universities, public libraries, museums, and historical societies”–ULA Program.

The UALC digitization program has been named the Mountain West Digital Library. The four digitization centers are the University of Utah, Utah State University, Brigham Young University, and Southern Utah University. Advantages of the project include: coordinated effort, lower costs, standardized metadata, and retention of local identity and control. The use of standardized metadata based on Dublin Core will facilitate searching all collections from a single website. The Mountain West Digital Library is working with the multi-state Western Trails Initiative to develop standards. CONTENTdm software will provide a standardized interface to all collections.

The first session introduced the UALC Digital Library project by showing some of the digital collections already created. Max Evans, Director of the Utah State Historical Society, Scott Eldredge, Digital Initiatives Program Manager at Brigham Young University, and Kenning Arlitsch, Head of Digital Technologies at the University of Utah, demonstrated various collections. Kenning Arlitsch showed additional collections during the 2nd session and provided further information about the project as a whole. Collections shown included:

  • The Shipler Commercial Photographers Collection (Utah State Historical Society, working with the technological help of the University of Utah Digitization Center.)
  • Various digitized images from the BYU Library that were done before the new UALC program. These are displayed and managed using different software, but will be standardized with the rest of the statewide project.
  • Various collections from the University of Utah Marriott Library Digital Technologies Department (often in partnership with others). These can all be accessed from: Marriott Library Digitized Collections (http://www.lib.utah.edu/digital/digcol.html). Several collections listed on this page were used to demonstrate the partnerships between the institutions holding the historic material and the University of Utah digitization center. Although the images are digitized, manipulated, and hosted at the University of Utah, they display to the viewer as part of the institution which owns the material.
      For example:
    • Shipler Commercial Photographers (Utah State Historical Society)
    • Murray City Library Collection (Murray City Library)


    Kenning Arlitsch discussed and demonstrated enhancements possible in digitized collections. These include the display of the pdf image and the ASCII / OCR searchable text version side by side (see Overland Trails Diaries and Maps). The utility of the Sanborn Fire Insurance Maps is increased by the zooming ability provided by the Mr. Sid viewer plugin.
    A cautionary warning: Searching the digital collections using the advanced search page (the stock search engine provided by the CONTENTdm software) will result in a keyword search of even the authority controlled headings unless the search term is enclosed in quotes. (I have handouts if anyone wants further information.)





    ULA 2002 - Cheryl Adams

    The ARL Scholar’s Portal: What? Why? And When?

    This session was presented by Sarah Michalak, Director of the Marriott Library, University of Utah. As a participant in the OCLC ARL Keystone Conference, she became a member of the ARL (Association of Research Libraries) Scholar’s Portal Working Group.

    Based on a key principle developed at the Keystone Conference, the Scholar’s Portal is meant to help fulfill the responsibility of libraries “for creating innovative information systems for the dissemination and preservation of information and new knowledge regardless of format.”

    Characteristics of a portal include: single search engine providing access to Web-based and other information resources, integration of multiple applications and resources, customization and personalization (Michael Looney, Peter Lyman. “Portals in higher education. What are they and what is their potential?” Educause Review, July/August 2000.   http://www.educause/edu/pub/er/erm.html)

    Following a discussion of various types of portals (consumer, community, enterprise, vertical, and horizontal), Ms. Michalak focused on university portals (used to create institutional “branding” and a sense of community in addition to providing access to information), academic gateways (static lists of links), and library websites moving from gateway to portal status, or approaching portal status. Examples of the latter include the BYU Lee Library, UCSD’s Sage, and MyLibrary@NCState (http://my.lib.ncsu.edu/), an example of a near-portal.

    A true scholar’s portal would provide search capability across all formats with all results integrated (no matter the source), relevance-ranked, de-duplicated, and including full text when available. It would be customizable and would integrate with course software such as WebCT. Institutions participating in the ARL Scholar’s Portal project are: Arizona State University, Dartmouth College, Iowa State University, University of Arizona, University of California, San Diego, University of Southern California, and University of Utah. A product has just been selected to serve as the basis for this portal project: ZPortal offered by Fretwell Downing. (I have handouts if anyone wants further information.)





    ULA 2002 - Cheryl Adams

    Consortia - Increasingly Complex, But Can They Also Be Creative?

    Johann van Reenen, Director of Public Services, University of New Mexico, offered a different view of consortia than is common among libraries. He divides consortia into three types: buyers club, connectivity club, and innovation club. Most library consortia fall into the first category, where libraries band together for access to goods and services at discounted prices and to share resources.

    As alternatives to this limited type of consortia, he discussed two groups with which he, and the University of New Mexico, have been involved in the science and technology area. An example of a connectivity type of consortium is ISTEC, Ibero American Science & Technology Education Consortium. A description of this group and its founding is available at http://www.istec.org/about/history.html. The group consists of academic and industrial/institutional members working together to promote collaboration in science and technology research, education, and knowledge transfer. ISTEC’s Library Linkages Initiative (LibLink) promotes information creation and sharing among members of the consortium. There are also initiatives for advanced continuing education and for development of research & development laboratories.

    An example of the innovation type of consortium is the Alliance for Innovation in Science and Technology (AISTI). Their mission, as stated on their home page, is: “...to acquire science and technology information and to create collaborative tool sets exploiting these to the best advantage for our researchers.” (See http://www.aisti.org) This group goes beyond information and resource sharing to facilitate creation of new knowledge. Members include the Santa Fe Institute and the Los Alamos National Laboratory Research Library, among others. One example of the creation of a new “tool set” is the Alliance’s purchase of ISI citation data on tape, and the manipulation of this data into multi-resolution terrain generation. This provides a 3-dimensional display of citation dynamics. Rick Luce is working at the Los Alamos National Laboratory Research Library to develop a “Library without Walls.” One aspect of this project is adding XML information to MARC records. Cross-platform searching is also a key component. (See http://lib-www.lanl.gov/lww/welcome.html)


    ULA 2002 - Cheryl Adams/Melanie Shaw

    Metadata: Beyond MARC and LCSH
    Cheryl Walters began the session by defining metadata as “structured data about data.” Catalog cards and inventories or registers were early versions of metadata; the most common recent example is the MARC record. New formats for metadata include HTML and Dublin Core. “Cross-walks” such as OCLC’s CORC allow conversion between metadata formats (e.g., MARC to Dublin Core to HTML-DC.) As the world of metadata moves beyond the cataloging department and the boundaries of AACR2, LCSH, ISBD, etc., the challenge is to develop standards and guidelines in order to facilitate the continued preservation and sharing of information. (We have handouts for this part of the session if anyone wants further detail.)

    Shannon Hoffman, Subject Authorities Librarian at BYU, continued the session by discussing subject analysis, authority control, and the use of faceted LC subject headings in the digital library environment. When developing digital collections, thought must be given to who the primary users will be, what other users might be interested in the project, how they will be able to search effectively (keyword and/or controlled vocabulary), and what software programs will be used to display and access the materials. Because all words in a metadata record are not of equal value to searchers, some organization is necessary before keyword searching is very useful.
    Various decisions need to be made before tagging the words searched:
      Keyword:
    • Concordance (words selected/tagged for searching)
      • all words in the text of the material?
      • some words in the text?
      • all metadata fields?
      • some metadata fields?
    • Controlled vocabulary:
      • from an index?
      • from a thesaurus?
    She recommended a combination of keyword and controlled vocabulary for maximum utility. During the course of her digitization project Shannon Hoffman found there were widely different understandings of digitization/metadata terms. She came up with a glossary for the project workers and shared some project definitions of terms:
      Keyword - “any word that has been selected or tagged to be searchable in the document or the metadata fields.”
      Concordance - “any word that has been selected or tagged to be searchable in the document.”
      Index - “an alphabetical list of names, subjects, etc., occurring in the digitized material but accessed through one or more metadata fields.”
      Thesaurus - “a controlled vocabulary list. Example: LCSH, AAT, or a locally created and controlled list of terms.”

    As metadata records began to be created for digital materials at BYU, challenges were presented by the fact that students were doing the work. Dispersed, untrained workers made it difficult to create standardized records. The decision was made to use the simplified system of LC subject headings called FAST (Faceted Application of Subject Terminology.) This system divides subjects into four facets: topical, geographical, form, and period/date. FAST can be authority-controlled and is compatible with the use of full LC subject headings.

    This part of the session concluded with examples of the challenging research required when cataloging digital materials such as historic photographs. (We have handouts for this part of the session for those wanting more detail.)

    The final part of this session was presented by Kayla Willey, Brigham Young University, who spoke about various problems and solutions discovered during the course of BYU’s Overland Trails project. When starting a digitization project take advantage of any existing metadata (MARC catalog records, finding aids, etc.). The catalog/finding aid records for the collections were used to create a ‘mother record’. MARC fields were mapped to Dublin Core tags. Each diary page was transcribed by students as well as scanned; each name mentioned in the diary was tagged and matched to authorized forms of the name in the metadata. Each page received its own metadata which caused some problems with the software limits on size. The geographic subjects were ‘normalized’ after the project’s end (there were variations in spelling, typos, different versions of names, etc.). (There were no handouts for this part of the session.)





    ULA 2002 - Cheryl Walters/Melanie Shaw

    Authority Control Preconference by Rachel Wadham, NACO Coordinator and Names Authorities Librarian at BYU

    Morning session:
    Why authority control is important:
  • Helps identify and differentiate subjects, names, and places
  • Assembles useful and clarifying information about headings
  • Helps assure that all information on a topic or name has been found
  • Directs users to the correct form of name, place or subject
    What authority control does:
  • maintains consistency in access points (i.e. headings for names, subjects, and places) and shows their interrelationships
  • records decisions made regarding access points
  • provides guides for valid and invalid access points
  • Gathers authority records together in one file which can be consulted when determining new access points
  • links authority records to headings in bibliographic records so that access points are applied consistency
  • updates headings to reflect changes in names, terminology, etc.
  • should be evaluated periodically to ensure authority control processes are working efficiently and effectively

    Some ways to justify authority control to administrators:
  • Use terms that send positive messages such as “Quality Control” or “Database Enrichment”
  • Look for opportunities to sell authority control (ex: strategic planning)
  • Be flexible and break rules judiciously when needed to meet local needs
  • Use statistics and anecdotes to show how critical authority control is
  • Show how authority control can be extended beyond MARC into digital library endeavors, etc.
          (Handout showing Dublin Core elements compared to MARC fields)
  • Focus on how authority control improves searching efficiency and adds value to searches.
  • Show what happens when authority control is not used.

    Reviewed the MARC authority record format (see following URL for OCLC’s description of the MARC authority record format:   http://www.oclc.org/oclc/man/5411aug/appc.htm)

    • 1xx tag is the heading itself
    • 4xx tag contains simple see references
    • 5xx tag contains simple see also references; subfield w contains a code that clarifies the relationship between the 1xx and the 5xx headings (“earlier” name, “later” name, etc.)
    • 670 tag contains citation for where the heading was verified, using a book title, date of publication, and page on which heading was found. The wording of the heading itself is provided in parentheses in subfield b. Sometimes other information related to the heading (such as birth date, etc.) is also provided in a second set of parentheses.
    • 667 tag contains other non-biographical information that might be helpful such as “Publisher varies...” or “Not the same person as ....”
    • 675 tag gives reference sources that were checked, but which did not contain info about the heading. These are given to prevent catalogers from having to look in this source again.

    Parent and child authority records: for authors with numerous pseudonyms. The records for the ‘real’ name contains all cross-references, the child records for the pseudonyms refer back to the ‘parent’ record. Series title auth records with numerous name changes will refer to the previous and later titles.
    Further detail can be found in the MARC 21 Authority Format (also available in Catalogers Desktop).


    Afternoon session: Cooperative Cataloging Programs of the PCC
    The afternoon session discussed the history and function of various units of the Library of Congress’s Program for Cooperative Cataloging (PCC). NACO is the Name Authority Cooperative Program, SACO is the Subject Authority Cooperative Program, Bibco is the Bibliographic Cooperative Program, and CONSER is the program that covers serials cataloging. BYU belongs to NACO, SACO, and Bibco, but not to CONSER because CONSER requires OCLC as the primary cataloging vehicle and BYU uses RLIN instead. There is no CONSER library in Utah. CONSER training is very thorough and useful; in addition to cataloging records, CONSER also creates and shares prediction patterns. This summer, CONSER will offer training to PPC members on the new AACR2 Chapter 2 (serials).

    The importance of becoming a member of these cooperative cataloging programs:
    (1) they give us an opportunity to influence national cataloging rules and policies;
    (2) they give excellent training to their members;
    (3) they provide members a vehicle for contributing new headings to the national authority file;
    (4) participation is prestigious for the University; and
    (5) participation in these programs keeps us up to date with changes, developments, and training.

    To become a full member, have to fill out a form which an administrators signs, get the requisite training (they provide free trainers; just need to pay for travel expenses), and have to have access to OCLC or RLIN. To become a funnel member, would have to go through the training. Headings would be submitted through BYU where the certified NACO/SACO trainers would serve as a clearinghouse. A PCC “funnel” channels new headings through a full PCC member. Funnels are usually organized on a regional basis (for example a Utah funnel for Utah libraries) or on a speciality basis (a group of art or medical libraries, for example).

    NACO libraries contribute name headings directly to a utility such as OCLC or RLIN. SACO libraries submit proposals for new subject headings to Library of Congress. Bibco libraries can enhance bibliographic records in a utility and contribute new records that carry the “pcc” certification.

    There was a great interest among the attendees for forming a Utah funnel. For our university, this would be an excellent way to try out and benefit from PCC membership without being committed to an expected quota of heading submissions. After some discussion, we decided to try to organize some further NACO training this year through the Technical Services Round Table, perhaps offering it in two locations: at USU in Logan and perhaps the State Library in Salt Lake City. NACO training takes 3 full days and covers AACR2 chapters 21-25, the MARC authority format, how to construct and research headings, and how to submit them. Covers headings for personal and corporate names, meetings, uniform titles, and introductory SACO training. Series training would take another 3 full days and covers series tags, series treatment fields in the authority record, how to construct series headings, and how to deal with multipart items that are part of a larger work. SACO training takes 1 full day and covers how to research and formulate subject headings; how to apply subdivisions; how to submit proposals. Can also get additional subject training in specific subject areas (Art, Music, etc.). Bibco training takes about 2 full days and covers core level records and the description sections of AACR2.





    ULA 2002 - Kurt Meyer

    Communicating with your disabled patrons

    Introduced by Deleyne Wentz, this program began with a viewing of the short video, “Ten Commandments of Communicating with People with Disabilities,” followed by short presentations from Colby Wilson, Disability Advisor to the Center for Disability Services for the University of Utah, and Jerry Buttars, of the Blind and Physically Handicapped Services of the Utah State Library.

    The video featured the ten commandments which outline what it describes as “common sense, common courtesy, and simple respect.” “You know we’re all different,” is the creed. It is narrated by Tim Herrington, an individual with a slight speech impediment, but who humorously carries out his job.

    The ten commandments follow:
  • Speak directly to the person.
  • Always offer to shake hands when introduced.
  • Always identify yourself and others who are with you when meeting someone who is blind.
  • If you offer assistance, wait until the assistance is accepted, then wait for instructions.
  • Treat adults as adults.
  • Do not lean against or bump against a wheelchair (it is part of the person using it). Do not distract a working helper dog.
  • Listen attentively when talking with people who have trouble talking.
  • Place yourself at eye-level when speaking with someone in a wheelchair.
  • Tap a person who is deaf on the shoulder or wave your hand to get their attention.
  • Relax. Don’t be embarrassed if you use expressions that relate to a person’s disability.

    The video is recommended to help raise the consciousness of new library staff members. It’s price is $195.00.

    The program continued with a talk from Colby Wilson, disabilities advisor at the University of Utah. He shared some experiences from his job and also amusing anecdotes concerning his dad and his brother. His dad suffered a war-time injury in which he lost his left arm and leg. His brother couldn’t “read a lick” yet works successfully as a bush pilot instructor in Alaska.

    Following Mr. Wilson, Jerry Buttars discussed the programs at the State Library, focusing mostly on blind person resources. “There is more braille in Utah than anywhere else in the world,” he said, siting that Utah is the site for the western depository of braille material. He reiterated a point from the ten commandments as it applies to blind persons, to always be sure to ask if they need help before giving it. Sometimes they don’t want it.





    ULA 2002 - Melanie Shaw/Cheryl Walter

    OCLC’s new Cataloging/Metadata Interface
    Rosario Garza started out by reminding us that only the Passport interface for Cataloging will be going away soon. Passport for ILL will continue for awhile. On June 30, 2002, a new web browser OCLC interface will be available to replace the CORC interface. The new browser sorta looks like CORC.

      Why the change:
    • 32.   Technology is advancing much faster – we need to keep up.
    • 2.   Passport software is old and proprietary; hard to find and keep the programmers needed to maintain and update it. It is old technology, only 16 bit, most modern software is not.
    • 3.   There are more options out there in bibliographic record formats; OCLC needs to support a variety of formats. 4.   Need better software in order to support the huge size of the database which is currently 49 million records and growing at a rate of 1 new original cataloging record every 15 seconds. Once OCLC can accommodate non-MARC formats, they expect exponential growth. 5.   Want new catalog to be used for all media and by a diverse body of users including museums, publishers, archives, authors, libraries, etc.

      Megatrends for Metadata:
    • 33.   Increased demand for metadata – especially for websites.
    • 2.   Professional catalogers are in low supply - many library schools are cutting out their cataloging courses.
    • 3.   Competition from other fields for librarians.
    • 4.   Higher patron expectations – especially from Amazon.com users.

      Oracle software will replace the old OCLC database software:
  • 1.   Will have text, visual information, hotlinks, reviews, tables of contents, cover art.
  • 2.   Will satisfy diverse metadata needs: Dublin core, EAD, TEI, CIMI, ONIX, HTML, UKMARC, MARC21.
  • 3.   Will have single entry point to Worldcat – right now there are: Passport, CatME, CJK, Arabic, CORC, and CatExpress interfaces.
  • 4.   Faster appearance of records – right now FirstSearch is one day behind.
  • 5.   Will be better indexed and have adjacency searching.
  • 6.   Will serve a broader community with enhanced breadth and depth of metadata.
  • 7.   Will combine the best from the OCLC web and Windows-based interfaces that are coming out soon.
      Cataloging/OCLC Interfaces:
    • Passport will continue for awhile, but OCLC will stop supporting it Dec. 31st 2002. On Dec. 31st 2003, Passport cataloging will stop working altogether.
    • CatME, a secondary software we use in our Cataloging Dept. to interface with OCLC, will continue to be supported for at least two more years. It is recommended that “power users” change over to CatME until the Windows client interface is available.
    • Browser version will have no macros and is very “point and click” oriented. It will become available July 1st 2002.
    • Windows client version will have macros and more “power user” keyboard functions. It is scheduled to become available July 2003.
    • Both Browser & Windows versions will export records directly into our local library catalog instead of going through an intervening workstation like they do now. This means that they will run into our firewall. We will need to work with Systems to figure out how to deal with this. BCR is expecting to do some presentations in Utah this year to address some of the issues related to these developments. Rosario said she would send us some info about the firewall problem.
    Some features of the new OCLC system will include ability to import records from the local system; full record display and edit; new authority keyword indexes; choice of searching using commands (like 3,2,2,1 or other old-style searches) or keyword, numeric, or derived searches; ability to limit by language, format, and cataloging source (who created the record); and linked authority records which will automatically update headings in bib records when authority record is changed.. For more detail, see http://www.oclc.org/strategy/cataloging/guidetomigration.pdf

    OCLC strategy for the future can be found at: a http://www.oclc.org/strategy/.





    ULA 2002 - Melanie Shaw

    Continuing Education in Archives, Manuscripts, and Special Collections
    This workshop focused on archival training.

    Steve Sturgeon spoke first on the history of the Archival profession and the trend toward professionalization of Archivists in the 1980s and an increased need for archival education.   The Society of American Archivists began by offering introductory courses for archivists without professional training and advanced training for professional archivists in need of updating. Lately the SAA has decided to concentrate on the advanced training and leave the introductory courses to other organizations. The workshops they offer can be found at:   www.archivists.org.   Among many others, the SAA offers a course in archival cataloging.

    Gordon Daines talked about the Western Archives Institute and others. The Society of California Archivists at www.calarchivists.org sponsor the Western Archives Institute, two weeks of graduate level training in archival management held in California.   The Western Archives Institute-Utah was held at the University of Utah last year and was a great success. Plans were being made to hold a second Western Archives Institute in Utah this year, but have been cancelled. And the Conference of Intermountain Archivists usually has workshops for one to two days before their annual conferences.

    Pat Scott talked next about graduate degrees and courses in Archives at universities. She passed out packets containing printouts of the SAA’s Directory of Archival Education at http://www.archivists.org/prof-education/edd-index.asp#listings – although not all institutions offering archival degrees are listed there. Two that she mentioned, Wayne State University and University of Arizona offer an Archival track MLS, but are not listed on the webpage. The SAA has recently put out its Guidelines for a graduate program in Archival Studies at http://www.archivists.org/prof-education/ed_guidelines.asp.

    Following the presentations, we had a question and answer period, which included a discussion of the best method for MLS librarians or historians to get archival training, and the rarity of schools specializing in Archival Management. Some Library schools offer an MLS with an emphasis in Archives – this may be a useful way to gain the graduate degree. However, since most of the session participants couldn’t spend that much time away from work, the shorter courses and training offered by SAA and the Western Archives Institute might be the better option.





    ULA 2002 - Melanie Shaw

    Cataloging Genealogical Resources
    Roger Magneson, Cataloging Supervisor at the LDS Family History Library, seems to have tailored this session largely for people searching the LDS Family History Library for records rather than for actual cataloging of genealogical resources.

    First he gave a brief description of the bibliographic record – containing the author, which is usually a corporation, (often governmental), the title, which is often a common name (Birth records, Diary, City directory, etc.), the notes, and finally, subject classification.

    In the LDS Family History Library, subject classification is usually by area using a modified Dewey Decimal system with special library codes for subject or form. For instance, family histories in Great Britain are 929.241, and in the United States are 929.273. The modified Dewey number is given a subject code, such as D2 for genealogy, D3 for biography, V2 for vital registration, etc. Further numbers may be added the Dewey number for local area.

    The LDS Family History Library also uses their own subject heading system based on geographic area and form, with a fairly complicated system of subdivisions.

    During the Question & Answer period he suggested checking several levels of government when searching for genealogical records: national, state, county, and city, as agencies responsible for vital records varied over time and also varies from country to country.





    ULA 2002 - Mavis Molto

    Serials: How Do You Manage? (Table Talk)
    Facilitators: Catherine McIntyre and Wendy Wise (Utah Valley State College)

    Overview:   A series of questions was posed to the table talk participants to obtain feedback and provide interaction on various serials issues. The questions centered around the major functions performed in the serials department, e.g., Purchasing and Ordering, Processing and Claiming, and Binding. About 25 participants were involved in the table talk.

    Questions:   The following are a few of the questions that were posed:
  • Introduction: Is the serials collection separate from the other collections in your library? Why / why not?
  • Purchases and ordering: Are the periodical subscriptions ordered through a vendor or do you order directly from the publishers? What are the pros and cons for both?
  • Processing and claiming:
  • What steps do you take with publishers who do not respond to your requests, especially for issues your library has not received?
  • What do you do with supplements that are not included in the numbering of a volume?
  • Binding: What factors determine whether or not a particular title is bound in your library?
  • Electronic indexes and full-text titles: How do you provide access to your electronic journals – thru the catalog? a separate list?

    Because of the number of questions posed, there was not sufficient time to cover each topic in depth. However, it was good to hear what other libraries are doing and the concerns they have. At the end of the session, it was suggested that we need to pursue the issues further, perhaps through a listserv or through additional meetings.





    ULA 2002 - Mavis Molto

    How I Learned to Stop Worrying and Give Up Journal Check In
    Speakers: Steve Zink and Rick Anderson (University of Nevada, Reno)

    Overview:   The University of Nevada, Reno, Libraries have decided that investing significant staff time in the management of the least used part of the collection is a bad idea, and have discontinued check in of print journals. The serials staff consists of 2.5 FTE. The libraries use the Innopac system.

    Steve Zink, Vice-President for Information Technology and Dean of Libraries, gave the first presentation. He raised questions we need to think about, such as:
  • Think differently and act differently
  • Meet user on her/his own terms
  • Electronic access is the preferred method of information retrieval
  • Acknowledge reality of principle of least effort
  • Question any process, procedure or activity that uses human resources
  • Unused information is of little value
  • Not checking in periodicals is more symbolic than substantive

    Rick Anderson, Electronic Resource Coordinator, gave the second presentation. He was the one who instigated the change in the check-in process.

    Purpose of journal check-in
  • Gives status of current issue - but still don’t know if available until the shelves are checked. Also, the patron doesn’t know how to check the OPAC for availability.
  • Tracks publication patterns - but who cares, as long as we have access
  • Helps to keep on top of title changes - now have another mechanism to do this
  • Can do claims - but only a fraction of items claimed actually come in (10% on 1st claim, 5% on 2nd claim, 2% on 3rd claim)
  • Helps to manage binding - but this is a waste of time since older journals have little use and the cost is high ($25,000/year plus the time to manage). Also, journals are not accessible when at the bindery.

    Reasons for abandoning journal check-in
  • Foregoing points are important if journals are primarily in print - but now electronic is more important (2500 titles are in print out of total of 15,000-16,000 titles)
  • Have limited staffing
  • Print journals are the least used 20% of the collection.
        A study was done:
      • When journals were reshelved in the periodicals area, a hash mark was put on cover
      • Hash marks showed each issue gets an average of .5 uses

    New system
  • Began new system in August 2001
  • Maintain list of current subscriptions
  • When new issues arrive, students
                Process and shelve issues that are on list             Put other issues in a problem pile, which is checked for:
                      1) Title changes,
                      2) Samples to send to selectors (have one week to respond)
  • Create check-in record for new titles
  • Continue to check in high-use/high-cost journals
  • Claim low use journals only as gaps are noticed - students notice gaps as shelve issues
  • Bind only certain titles - high-use graphic-intensive journals
  • Put other titles in plastic boxes (identified with call number and title). Shelf maintenance staff have said the boxes are not a problem.
  • Still have a summary of holdings, but need to check stacks to verify holdings
  • Shelve new issues alphabetically, then give call number when put in boxes and moved to stacks
  • Will put older issues in storage when get new building (robotic retrieval)
  • If get both print and online, may consider asking publisher to stop sending the print to eliminate the extra work


    Negative outcomes
  • Initial reaction from the staff was negative
  • Reference librarians miss seeing if an issue was checked in - but they would have to check the stacks anyway to verify the issue is available (the stacks are close to the Reference area so not difficult to check)


    Positive outcomes
  • Patrons don’t know or care, as long as they can find the issues they need
  • Issues get out to the stacks much faster
  • Once received, the issues stay in the building since don’t need to be sent to the bindery
  • Person who previously did the binding now does the boxing - takes about same amount of time but requires less student help
  • Boxes cost less than binding ($5000 versus $25,000)
  • Time saved in check-in is now used to improve management of the online journals
  • Do more document delivery to get missing issues (24-36 hours)             Have a faster turn-around than with interlibrary loan             Cost is higher but is worth getting articles to patrons more quickly





    ULA 2002 - Tonya Sorenson

    The History of the Book preconference

    'The History of the Book: The Power of Images and Words,' presented by Mark Dimunation, Chief of the Rare Book and Special Collections Divisions at the Library of Congress in Washington D.C.


    Mark talked of how the printing of the book has enabled information and ideas to be spread throughout the world. He spoke of the history of printing and how it has changed through time. He also discussed different types of paper used in printing and various types of illustrations. He presented a slide show of some examples of books that are housed in the Library of Congress.

    Many rare books were brought in from Brigham Young University, the University of Utah, Utah State University, and the Salt Lake City Public Library. A page from one of the Guttenburg Bibles was included in this collection. The class participants were given an opportunity to look at and learn about the different books that were brought in. Each book's rarity was explained to us by the librarian responsible for bringing it in....





    ULA 2002 - Becky Skene

    Career Paths for Paraprofessionals
    Discussed a fairly new Library Technician Program available at Salt Lake Community College.

    Becky Taylor led the discussion by giving a short background of the program then talking about what the program entails. The Salt Lake Community College (SLCC) started this program after talking to various library related personnel about their needs for general training of library paraprofessionals and other individuals wanting to work in entry-level positions of the library. From these surveys and interviews came the current Library Technician Program first offered Fall Semester 2001, which involved taking three courses LT 1010 Introduction to Library Services, LT 1200 Public and Information Services for Libraries, and LT 1500 Library Technical Services. These courses were originally only taught as on-site classes at the SLCC, but as of Fall 2002 will be changed to strictly internet classes. The main reason for this change is that they are hoping to appeal to a larger audience by making access to the classes more convenient to those individuals who live farther away or who couldn’t make it to class on a certain day. After successfully completing the program the individual will then receive a Library Technician Certificate.

    After Becky finished talking she then introduced the instructors who were teaching each course and let them stand and tell us a little bit about their own background and what they expected out of their classes. In conclusion they talked about how to apply to SLCC, enroll in classes, and about the basic computer knowledge needed to complete the courses. For more information we were told to look at the SLCC website www.slcc.edu or email Becky Taylor or one of the instructors. I have their email addresses if anyone would like them, as well as, a brochure for the program.

    Other topics covered were the employee benefits of completing this program, basically whether or not there would be compensation by your employer for doing so in comparison to those who haven’t. Also discussed was the point that these classes were considered to be elective credits and could possibly go towards other degrees.





    ULA 2002 - Marcia Cheney

    The Games Students Play: A Mentoring/Coaching Program for Library Student Assistants

    This session was presented by librarians from Brigham Young University. They discussed the way they handle training meetings with their student workers, and how to teach them how to work at the reference desk. Though our student workers don’t work at the reference desk, I found this session very informative. The suggestions they gave would work for helping make training meetings fun not only for students, but also for the full time employees. They taught games that could be played to help teach concepts about the library. They suggested doing role-playing, library and department tours, and peer coaching.
      Another item discussed was how the training meeting should be structured.
    1. 1 - Announcements- let them read the last weeks minutes to themselves and then ask questions.
    2. 2 - Open the floor to discussion.
    3. 3 - Then do agenda, the game or whatever you’ve decided for training.
    4. 4 - Recognize special events of students, birthdays, graduations, etc...
    I didn’t get the handouts because they ran out, but I asked that they be e-mailed to me.





    ULA 2002 - Cheryl Walters

    Technical Services Round Table membership meeting at ULA 2002, Thurs, May 2, 3:15 - 4 pm.
    Present: Cheryl Adams, Erminia Chao, Shannon Hoffman, Mavis Molto, Cheryl Walters, Monyee Yip

    Discussed ideas for programs and activities for coming year. All agreed that we should try to sponsor some NACO training (Name Authority Cooperative Program), perhaps two sessions, one in Logan and another in Salt Lake City. These would be 3-day sessions that would prepare libraries to become contributors to a proposed NACO funnel for the Utah/Nevada/Idaho area, maybe called the Mountain West funnel. This funnel would allow regional libraries to contribute name headings to the national authority file.

    Also, some of our round table members are interested in somehow focusing more on serials. Cheryl W. will discuss this with ULA Board to see what the possibilities are. Some possibilities that come to mind are forming a discussion or interest group for Serials while another possibility would be forming a separate Serials Round Table (this might be problematic).
      Some other program ideas included:
    • A program on general topics that pertained to all units of the round table such as management, statistics, staffing, technical services workflows, etc.
    • A discussion of issues session with specific tables designated for discussion of specific issues or specialties.
    • Bringing in someone from CONSER to do serials training; only costs would be travel expenses for trainer. Particularly timely in view of significant AACR2 chapter 12 changes this summer.
    • Have a meeting sometime during the summer/fall to identify 2 - 4 issues of interest that warrant
    • investigation and discussion by round table members. Break into subgroups to do more
    • investigation/discussion before ULA, then hold sessions during ULA to share results, conclusions,
    • recommendations developed by subgroups.
  • Have training session on improving OCLC searching techniques
  • Session on measuring/evaluating efficiency of cataloging/acquisitions workflow.
  • Sponsor follow-up serials meeting from ULA serials table talk discussion. Have meeting at Utah Valley State College Southern Utah University and have our round table fund refreshments for the meeting.



    Page last updated July 2002.



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