Governance / Technical Services Committee Meeting: August 12, 2013

Technical Services Committee Meeting: August 12, 2013

Carli Office, Champaign, IL

Members attending: Elizabeth Cribbs (NIU), James Edstrom (WRH), Lynn Fields (SIE), Deb Morris (ROU), Eric Nygren (NBY), Mary Tatro (AUG), Tonya Webb (UIU), John Whisler (EIU)

Members absent: Dallas Long (ISU), Kavita Mundle (UIC)

Staff attending: Jennifer Masciadrelli, Susan Singleton, Nicole Swanson, Ted Schwitzner

Decisions:

  • Minute takers will be selected according to alphabetical order, starting with Deb Morris
  • Future meeting times set, results below. 
  • Fall, pre-recorded webinar: John Whisler will present on OCLC’s BibNote service migration to Worldshare Metadata Service Manager. 
  • Spring Forum: Week of April 7th, possibly in Springfield.
  • Meeting adjourned at 2:15 pm.

Announcements:

  • New committee members:
    • Elizabeth Cribbs (NIU)
    • Dallas Long (ISU)
    • Mary Tatro (Augustana College)
  • Susan Singleton gave a CARLI update:
    • Committee reorganization
    • Each committee has two liaisons from the CARLI staff.
    • Post meeting minutes sooner, within a week to ten days.
    • Greater lead time for planning webinars, forums, etc.
      • 2 months for webinars
      • 4 months for forums
      • 6 months for events that need funding from the CARLI Program Planning Committee
    • Each committee is asked to produce a white paper to share your expertise with the membership
      • Content can include topical reports, best practices, techniques, products, environmental scan, visionary (ex. “perfect tech. services setup”)
    • CARLI will begin a patron driven acquisitions project for e-books and is currently searching for a vendor.  
      • This will create many tech services issues, and the need for much instruction among libraries.
    • The consortium is growing; we are now at 82 I-Share libraries and will be at 86 by January.
      • Two new libraries joined I-Share over the summer: University of Saint Mary of the Lake Mundelein Seminary and Kishwaukee College.
      • Four additional libraries are in the process of becoming I-Share libraries and will be live for resource sharing in January: College of DuPage, JKM Library, Lincoln College, MacMurray College.
    • Voyager has been migrated to a Linux environment and is performing faster.
  • Alexander Street Press streaming-video collection MARC record loads update.
    • 1/3 of ISHARE libraries have requested the consortial MARC records and CARLI is working to get these loaded to their local databases.

Discussions:

  • Discussion of our charge as a new committee.
    • Some members feel it is broad in scope.  
    • Susan explained the reason for the new committee; collaboration among groups, better communication, etc. 
  • Discussion of the benefits of having webinars vs. in-person forums. 
    • Webinars are good for instruction, but not discussion. 
    • All institutions have different levels of tech., so webinars don’t always work.
  • Discussion of a next ILS to replace Voyager. 
    • None currently available that can handle the size of our consortium.
  • Discussion of IACQ wiki content 
    • Sharon is updating wiki links to the new website. 
    • Additional comments from the wiki can be added on the new website.
  • Discussion of RDA Hands-on Training for Original Catalogers sessions. 
    • Comments from the sessions were generally good. Catalogers who attended indicated that they felt more comfortable doing original cataloging in RDA afterwards. 
    • Catalogers also indicated they would like guidance due to the number of options they now have in RDA. 
      • Discussion of a possible best practices document from CARLI to help guide these local decisions and/or a topic for a Spring forum
      • Possibly create some sort of rationale/flow chart
      • This may tie into Lynn, Deb, Lori, and Kavita’s proposed article on RDA in a consortial environment 
  • OCLC control numbers will soon reach 1 billion. OCLC will be adding a new prefix of “on” for these 10-digit numbers. 
    • Ted is doing some final testing for the “second 035s”. 
    • Afterwards, Nicole and Ted will be updating CARLI documentation and macros to reflect this change. Also, Cathy Salika will be sending out an announcement identifying how searching will be affected. 
  • Discussion of BibNote service migration to OCLC’s Worldshare Metadata Service Manager Nov. 1. 
    • John Whisler shared his experience migrating to OCLC’s Worldshare Metadata Service Manager, described import options, and highlighted the new features. 
    • John shared his revisions of CARLI’s current documentation on the BibNote Service. CARLI aspects may need to be revised as well.
    • John is willing to pre-record a webinar on this topic in the fall, before Nov. 1, and take questions through email or a discussion list. 
  • RDA training calendar needs updating. 
    • Lynn Fields volunteered to help keep this up-to-date. 
    • Everyone is welcome to email Nicole events they find throughout the year that should be added to the calendar.
  • Discussion of need for a PDA/DDA document
    • Possibly work with Collections Committee, Resource Sharing Committee
      • Possible topic: examine how CARLI’s print version went 
      • How can we analyze data? (need, money remaining, possibilities)
  • New versions of Gary Strawn’s software for Catalogers Toolkit and Correction Receiver.
    • Many new updates and features including new RDA features
    • Nicole and Ted are looking for volunteers to help test the new features and updates. 
      • Possibility for testers to share new features in short training videos, a webinar, or a session in the Spring forum.
      • Tonya Webb volunteered to help.
  • Tag tables revisions.
    • Ted is revising tag tables for bib, authority, and holdings records according to LC MARC update 262. He is 1/3 of the way through and hopes to have them out by the end of this month or early next month. He is creating a document of these changes. 
    • John and Lynn volunteered to help test the revisions.
  • White paper discussion. 
    • Topics considered:
      • Possibly create a focus for the committee since it’s new
      • Maybe split into sections of each area of tech services.
      • Topical focus
    • Brainstorm ideas for our September meeting. 
    • Suggestion to include metadata in our charge.
  • Spring forum discussion.
    • Need to plan our spring forum in Oct/Nov to meet deadlines. 
    • Possible locations are Springfield (1st choice, UIS) and Champaign (2nd choice, I-Hotel or Hilton Garden Inn).
    • Possible topic: RDA 
      • Making local decisions
      • RDA features in new versions of Strawn utilities

Tasks assigned:

  • Brainstorm ideas for the white paper for the September 11th meeting and Spring forum: Everyone
  • Webinar on the BibNote migration to Worldshare Metadata Service Manager: John Whisler 
  • Identify RDA webinars and training events to update the RDA training calendar: Lynn Fields 
  • Strawn testing: Tonya Webb 
  • Revised tag table testing: Lynn and John 
  • Look into Strawn RDA updater utility for authorities: Cathy Salika
  • Review the CARLI aspects of the revised BibNotes document and send further revisions back to the Technical Services Committee: Jen
  • Look into recording options for John’s webinar: Nicole.
  • Investigate possible locations for the Spring forum: Jen and Nicole.

Meeting Dates and Deadlines:

  • Next Meeting: Wednesday, September 11, 2013, 10 AM Conference Call
  • Schedule of Technical Services Committee Meetings: 
    • Wednesday, October 9, 2013, 10 AM Conference Call
    • Wednesday, November 13, 2013, 10 AM Conference Call
    • Wednesday, December 11, 2013, 10 AM Conference Call
    • Wednesday, January 8, 2014, 10 AM Conference Call
    • Wednesday, February 12, 2014, 10 AM Conference Call
    • Wednesday, March 12, 2014, 10 AM Conference Call
    • Wednesday, April 9, 2014, 10 AM Conference Call
    • Wednesday, May 14, 2014, 10 AM Conference Call
    • Wednesday, June 11, 2014, 10 AM Conference Call
  • Some meetings may be in person and will be determined in advance