NOTSL Scholarship Application deadline is February 14, 2025

January 10, 2025

Applications for the 2025 Northern Ohio Technical Services Librarians (NOTSL) Scholarships are now being accepted. The purpose of NOTSL scholarships is to support educational activities in the area of library technical services for applicants at any point in their careers and/or degree programs.

Individual awards will not exceed $1500, and scholarship(s) will be awarded at the discretion of the NOTSL Scholarship Committee. Due to the success of NOTSL’s fall meeting and revenue collected for our scholarship fund, the committee is seeking to grant multiple scholarships this year. The total number of awards granted will depend upon need and number of applicants.

Eligibility:

Applicants must be

  • Currently working in an Ohio library in a professional, paraprofessional, or support position in a technical services area, AND/OR
  • A student currently taking coursework in librarianship (residing or studying in Ohio).

The content of the proposed educational activity must relate to technical services (i.e. cataloging, serials, acquisitions, preservation, processing or management of technical services). Examples of possible funded educational activities include workshop/conference attendance, costs associated with coursework/training, and professional meeting attendance, but not training required by an employer. 

Applicants must specify dates, the nature and the cost of the proposed activity in order for the NOTSL Scholarship Committee to properly determine eligibility and the allocation of funds. Applicants must supply a letter of recommendation from a supervisor, professional colleague, or academic advisor. 

Scholarship funds should be spent one year from the date they are received. Once the educational activity is complete, scholarship winners will submit a brief summary of their activities, which will be posted on the NOTSL web page. The deadline for submissions is February 14, 2025, and recipients will receive notification no later than March 7, 2025. For more information and to apply, please use the online application form.

Please send questions to Frank Bove, Scholarship Committee Chair, at bovefr@mountunion.edu


Byte-Sized Libraries: AI in Cataloging, Acquisitions, and Beyond: Northern Ohio Technical Services Librarians Fall 2024 Virtual Meeting

October 13, 2024

Date: November 22, 2024

Time: 9:00 am-4:00 pm

Location: Virtual (Zoom) Registration at: https://notsl-byte-sized-libraries.eventbrite.com

Join us for the Northern Ohio Technical Services Librarians (NOTSL) Fall General Meeting: Byte-Sized Libraries: AI in Cataloging, Acquisitions, and Beyond. This event will explore the impact of artificial intelligence in key areas of library technical services. 

Our keynote speaker is Terry Reese (Head of Digital Initiatives and Digital Integrations at The Ohio State University Libraries). Who will discuss how tools using Generative AI are impacting the development and management of bibliographic data. The program will include sessions that showcase how Generative AI has been actively tested in library environments. 


SAVE THE DATE!

September 16, 2024

Northern Ohio Technical Services Librarians Fall 2024 General Meeting

Date: November 22, 2024

Location: Virtual (Zoom)

Join us for the Northern Ohio Technical Services Librarians (NOTSL) Fall General Meeting, focused on AI in Library Technical Services. This event will explore the impact of artificial intelligence in key areas of library technical services, including cataloging, acquisitions, and collection management. Our keynote speaker, Terry Reese (Head of Digital Initiatives and Infrastructure Support at The Ohio State University Libraries) will discuss AI and its role in Libraries & Technical Services.

Don’t miss this opportunity to hear from experts and engage in discussions on how AI is transforming the way we approach library services.

More details and registration information coming soon!


Thank you, conference attendees!

May 21, 2024

We are so fortunate to have great members in our technical services organization. Thank you for attending our Spring 2024 conference. If you need proof of participation, please email Nate Fralick directly at nfralick@pennwest.edu. The organization is hitting the ground running and are in the early stages of planning the Fall virtual event. Keep your eyes and ear open for that announcement. As always, if you have ideas for programming, you can always contact our board members. We welcome and consider all members’ input.


Successful Recipes for Patron Access: Innovating TS Work to Better Serve Patrons

May 11, 2024

May 17th, 2024 – Agenda

10:00 – 10:30Registration and breakfast
10:30 – 10:45Opening remarks
10:45 – 11:45Generative AI vs. the Catalog Librarian: Practical and Not-So Practical Uses of AI, Patrick Conners, Catalog Librarian at Akron Public Library.
11:45 – 1:15Lunch 
1:15 – 1:45NOTSL Business Meeting
Approve Fall Meeting Minutes (please review) Approve Treasurer’s Report (please review) Attendee Appreciation Drawing
Scholarship Update
Election Announcement
1:45 – 2:45Labels in the Recipe Box: Considerations for Physical and Digital Access, Chloe Misorski, Cataloging Librarian at the Ingalls Library at the Cleveland Museum of Art.
2:45 – 3:0015 mins Break 
3:00 – 4:00Picture Book Categories: Adapting Technical Services Workflows for Public Service Demands, Sandy Jelar Elwell, Director of Collection and Technical Services and Libby McCuan, Technical Services Librarian, at Cleveland Public Library.
4:00 – 4:15Wrap up

Successful Recipes for Patron Access: Innovating TS Work to Better Serve Patrons

April 1, 2024

May 17th, 2024 – 8:30 Sign-In – Tri-C East

Registration is now open for NOTSL’s Spring Conference. Click here to see the full program details.

Register for the event using Eventbrite.


NOTSL Scholarship Application deadline is January 16, 2024

November 13, 2023

Applications for the 2024 Northern Ohio Technical Services Librarians (NOTSL) Scholarships are now being accepted. Scholarship(s) will be awarded at the discretion of the NOTSL Scholarship Committee, not to exceed $1500, depending upon need and number of applicants.

Applicants must either be currently working in an Ohio library in a professional, paraprofessional, or support position in a technical services area, or be students (residing or studying in Ohio) currently taking coursework in librarianship. The content of the proposed educational activity must relate to technical services, cataloging, serials, acquisitions, preservation, processing or management of technical services. Typically, funded activities can include costs for workshops, conferences, coursework, and professional meetings, but not training required by an employer. Applicants must specify dates, the nature and the cost of the proposed activity in order for the NOTSL Scholarship Committee to properly determine eligibility and the allocation of funds.

Scholarship funds should be spent one year from the date they are received. Once the educational activity is complete, scholarship winners will submit a brief summary of their activities, which will be posted on the NOTSL web page. The deadline for submissions is January 16, 2024, and recipients will receive notification no later than February 29, 2024. For more information and to apply, please use the submission form.

Please send questions to Jody Perkins, Scholarship Committee Chair, at perkintj@miamioh.edu


DEI DIY: Tools for Enhancing Diversity, Equity, and Inclusion in Your Library.

November 3, 2023

Virtual via Zoom
Program: 9:30 am – 4:35 pm
Please note the change in meeting format & time from previous meetings!
Friday, December 1, 2023

Deadline to register is November  24, 2023
Registration & Payment through Eventbrite here.

NOTSL is pleased to welcome the following speakers and their presentations:

A Diversity, Equity, and Inclusion (DEI) Toolkit for Technical Services, Presented by Treshani Perera, Head of Fine Arts Technical Services, Lucille Caudill Little Fine Arts Library, University of Kentucky Libraries

The keynote session will review real-world examples to emphasize the importance of DEI in cataloging and draw on findings from Perera’s 2022 research study looking at areas of description that are often prioritized (and sometimes missed!) in inclusive cataloging.

In recent years, many libraries have identified equity, diversity and inclusion (EDI) as a critical and strategic value. Some may have created inclusive metadata and hiring priorities to center EDI in library collections and services. As a result, technical services units may be called to set priorities for increasing access to diverse collections and hiring practices. 

This keynote will introduce a DEI toolkit for Library Technical Services operations. Presentation content will focus on challenges impacting DEI work, identifying biases in cataloging systems and standards, inclusion and advocacy in cataloging, tools and strategies for equitable access to collections, hiring practices supporting a diverse workforce in technical services, and fostering a technical services workforce adept in cultural concepts. Attendees will develop an understanding of the importance of DEI work in library technical services, and acquire skills and strategies to implement in their home institutions.

Treshani Perera (she/her) is the Head of Fine Arts Library Technical Services Unit at the University of Kentucky Libraries. Treshani provides original and complex copy cataloging for all formats and subject areas in the Fine Arts Library; oversees operations in cataloging, physical processing, binding, and preservation; and manages several special projects in the Fine Arts Library. Treshani has presented various critical cataloging webinars and workshops for We Here LLC, the Summer Educational Institute Workshop (SEI), the Association of Recorded Sound Collections (ARSC), and the American Theological Library Association (ATLA). Treshani has presented findings from research in inclusive description at Art Librarians Society of North America (ARLIS), Visual Resources Association (VRA), and Association of College and Research Libraries (ACRL) annual conferences. Treshani is the founding convener of the University of Kentucky Libraries Subject Headings Interest Group, an informal group addressing display decisions and alternatives to problematic subject headings.

Additional speakers and topics will include: 

Dolores Yilibuw and Katherine Wolsky, Lexington Theological Seminary
“The process of infusing DEI into collections & services of an extra-small library” 

The infusion of DEI into any library is a never-ending process, reflective of the greater societal change. Generally, the end-result of infusing something into something else is to make the latter more versatile. This presentation will show how an extra-small library, with only two librarians’ staff, has begun the process of incorporating diversity, equity, and inclusion into its collections and services for the sake of its clientele. Presenters will show how the incorporation of DEI in the strategic plan initiatives of the school has affected the library collection policy and management, as well as technical and public services.

Carissa Thatcher, University of Cincinnati, and Cara Calabrese, Miami University
“A tale of two workflows: Streamlining and automating acquisitions” 

The ordering workflows of Miami University and the University of Cincinnati beyond the vendor environment were lacking consistency, transparency and efficiency due to the process being driven by email communications between selectors and the department.  Both institutions found the current environment outside of Edifact ordering through vendors not supportive of automated acquisitions workflows and the path from selecting a library resource or materials to receiving them without Edifact can be fraught with long email strings, misinterpretations of the ordering process, as well as, lack of clarity concerning where a resource might be within the ordering process for both Acquisition Teams and Selectors. 

A Tale of Two Workflows will explore how Acquisitions Librarians from Miami University and the University of Cincinnati have implemented different Automated Workflow applications, TeamDynamix and Microsoft Power Automate, to manage the acquisitions workflow within an academic library. This session will show how the applications promoted transparency of the acquisitions process and better communication between selectors and acquisitions staff throughout the ordering workflow.  The presenters will cover the decision process for choosing the application, the creation of the automation and how the automation has transformed the management of ordering materials for their institutions.

Sasha Frizzell, Catalog/Metadata Management Librarian, Binghamton University
“Assessing subject analysis with MarcEdit and spreadsheets”

This session will discuss how to assess the subject analysis in bibliographic records using MarcEdit and spreadsheet software. By utilizing MarcEdit field counts, users can gain a broad overview of their records. Additionally, exporting a record collection into tab-delimited text provides more flexibility to analyze specific fields such as 050 and 6XX in their preferred spreadsheet software.

The speaker will demonstrate how to use these methods to evaluate the quality of various sets of vendor records, providing insight into the overall level of subject analysis in the collection, and will explore simple techniques to analyze classification and subject headings across the records, including an examination of alternative vocabularies and their impact on subject analysis quality.

Alicia Pearson, Metadata and Collection Development Librarian, Siena College
“DEI analysis: repurposing Baker & Taylor’s collectionHQ for academic libraries”

This presentation will discuss Baker & Taylor’s collectionHQ product. Baker & Taylor has provided public libraries with data driven analysis for over 21 years. Their DEI analysis tool was launched in 2021 and is in the early stages of development for academic libraries. For a variety of reasons, this option provided our small library with faster analysis than we could perform in house. We are in the implementation stage of this partnership and can share the experience and results with other academic libraries for them to consider. Potentially this module can help streamline analysis and collection development for an already stretched thin profession. Additionally libraries can influence the development and direction of the tool to better serve academic communities and stakeholders.  

Katherine Manifold, Catalog Metadata Integrity Librarian; University of Nevada, Las Vegas Libraries
“Library of Congress Classification monthly approved changes lists: Implementing an ongoing reclassification workflow”

Changes to the Library of Congress Classification (LCC) schedules include updates to address the use of biased and harmful language and cutters that were built on this language. While the literature on why these changes are important is substantial, how these changes are implemented in individual institutions remains relatively unexplored in scholarship, most likely due to the unique nature of each library and the depth to which individual institutional environments must be considered when developing workflows. In this presentation, the practical impacts of implementing classification changes on collections will be examined and the process of implementing these changes in an academic library will be detailed. This description will go into developing an initial pilot project, creating a decision tree to determine which LCC changes to implement, and drafting workflow documentation. ILS limitations and other challenges will be discussed. Attendees will gain an understanding of the practical impacts of such call number remediation projects and workflow ideas that can be adapted for use in their own institutions.

Rich Wisneski, Electronic Resources Librarian, Miami University
“Getting to Know SQL: Or, 20 Minutes of SQL Fun!”

This presentation is geared to those completely new to SQL. It will start with showing how to set up pgadmin, an open-source platform for SQL. Next, participants will see what SQL is and why it’s helpful. Lastly, the presentation will go through basic SQL principles to get a feel for what one can do with SQL. SQL is applicable to those using the Sierra ILS, and those who will one day enter the non-Sierra ILS world. Participants will learn simple functionality that can aid in a range of projects, such as data cleanup, DEI analyses, and collection development. After this brief presentation, participants will go back to their respective institutions knowing how to set up pgadmin, navigate to some places to get SQL scripts, do some simple queries, and experiment with future projects that will wow their colleagues.

Tyler Cunningham, Catalog Librarian, University of Pittsburgh
“Replacing Obsolete Cutter Numbers Using Batch Processes”

This presentation documents an ongoing project to replace obsolete and offensive cutter numbers in a university library. In response to growing pressure and the general diffusion of DEIA principles, Library of Congress subject headings and classification have undergone significant recent change. This is particularly visible as regards racial groups. This case focuses on the replacement of N3 cutter numbers, which formerly represented both Black people and African Americans under the term “Negro.” This presentation documents the speaker’s experience creating and refining a workflow that will eventually be used for updating all manner of obsolete classification across their institution’s libraries.


Save the date- Friday, December 1, 2023

October 16, 2023

The Northern Ohio Technical Services Librarians’ virtual Fall meeting will be held on December 1, 2023 via Zoom. Our featured speaker will be Treshani Perera, Head of Fine Arts Technical Services, Lucille Caudill Little Fine Arts Library, University of Kentucky Libraries. The theme of the meeting will be creating a Diversity, Equity, and Inclusion (DEI) Toolkit for Technical Services.


Spring 2023 Meeting

March 22, 2023

Migration in Motion: Managing Expectations

Cuyahoga Community College (Tri-C) Corporate College East
4400 Richmond Rd. | Warrensville Heights, OH 44128
Friday, May 19, 2023
9:00 AM – 3:30 PM

Registration deadline was Friday, May 12, 2023. If you have questions regarding your registration, please contact NOTSL’s Treasurer Laura Maidens at lmaidens@rockhall.org.

This meeting will be recorded, but as it is our first return to in-person meetings since 2019 and the first time we will be recording an in-person meeting, we will not be making the recording available to non-attendees at this time. Please check our website at NOTSL.org and keep an eye out for new information through our listserv on the possible release of a recording some time after our meeting in May. If you are not already on our listserv, reach out to notslboard2020@gmail.com with a request to join. As always, we will be sharing each presenter’s presentation slides on the Programs tab on our website, typically within the week following the meeting.

Please find a detailed agenda, including important documents for review before the meeting, here.

9 – 9:20Registration and breakfast
9:20 – 9:30Opening remarks
9:30 – 11Managing Futures: Working Towards the Future You Need, Jennifer Eustis
11 – 11:10Break
11:10 – 12Migration, Reimagining Your Library, Lori Thorrat
12 – 1Lunch
1 – 1:15NOTSL business meeting
1:15 – 2:15Advocating for TS Before and During a Migration, Mike Monaco
2:15 – 2:30Break
2:30 – 3:30Managing an ILS Migration Project Using Microsoft Teams, Robin Buser

NOTSL is pleased to welcome the following speakers and their presentations.

Managing Futures: Working Towards the Future You Need
Jennifer M. Eustis, Metadata Librarian at University of Massachusetts Amherst

Migrating to a new library service platform can be a daunting project. It involves stakeholders inside and outside the organization. It could potentially involve consortia activities and add another layer of stakeholders. One could conclude that a library migration involves almost every aspect of a library’s activities. It certainly requires a significant amount of change where views may differ on the need for a migration or the role that technical services play. Those views are most likely associated with widely held expectations. Hence, measuring the success of a migration relies on not just the completion of technical tasks but also if that migration met the community of users’ expectations. This begs the question of how it is possible to manage expectations that are met by stakeholders. In this presentation, the presenter will cover concepts on managing expectations and highlight examples of both successful and unsuccessful strategies at all stages of a migration. 

Jennifer Eustis is a metadata librarian at the University of Massachusetts Amherst. She coordinates batch loading activities for UMass and the Five Colleges Consortium. Before UMass Amherst, she was the metadiscovery librarian at the University of Connecticut. She has over 10 years of experience in technical services.

Migration, Reimagining Your Library
Lori Thorrat, Catalog and Processing Manager at Cuyahoga County Public Library

Nothing says change like migration. Migration touches on all levels of staff and causes you to examine all policies and procedures. Whether you are a single branch library or a large multi-branch system, migration can be a key to reimagining your library and how you serve your customers. The Cuyahoga County Public Library (CCPL) is currently migrating from Innovative Interface’s Sierra ILS and Encore discovery to the open source ILS, Koha and open source discovery layer, Aspen. Having assisted with two other migrations, Lori was a natural fit to help the Core Team at CCPL identify, plan, map, and implement Koha and Aspen. Lori will discuss how the project is being managed, identify some of the unique things public libraries need to consider as they migrate, and share what she’s learned from her previous migration experiences at both an academic and special library. 

Lori Thorrat is a technical services professional with over 30 years of experience at academic, public, and special libraries. She has been the Catalog and Processing Manager at the Cuyahoga County Public Library for the last 10 years. She also worked at the Ingalls Library at the Cleveland Museum of Art, the University of Rochester, and the Rochester Institute of Technology. Lori’s specialty is cataloging, but she also has experience with selection, acquisitions, serials, circulation, and even a little bit of reference.

Advocating for TS Before and During a Migration
Mike Monaco, Coordinator, Cataloging Services at the University of Akron

System migration is inevitable. But we don’t have to meet it with despair or resignation! Technical services can and should be involved in the process from the beginning — before the migration is even a twinkle in your administrators’ eyes. OhioLINK is currently reviewing proposals from various vendors, and by the time NOTSL meets in May could be at the beginning of a migration of 117 libraries in 88 institutions. While it’s too early in the process to know whether we’ll migrate and where, we can look at how DIAD, OhioLINK’s technical services interest group, advocated for TS interests in the requests for information, call for proposals, and bid review process for OhioLINK’s current exploration. Migration has a big impact on TS operations and we’ll look at how UA’s TS department is advocating for itself within the University of Akron Libraries, planning for the impact of the potential migration on staff and TS workflow. Whatever the outcome of the current process, there are lessons to be learned about advocating for TS.

Mike Monaco is Coordinator, Cataloging Services and Associate Professor of Bibliography at The University of Akron University Libraries. He has worked as a cataloger in public and academic libraries for over twenty years, his previous position being Senior Catalog Librarian at the Cleveland Public Library. He is currently serving as Coordinator of the Ohio Library Council Technical Services Division, and vice chair of the OhioLINK Database Improvement and Accessibility policy team.

Managing an ILS Migration Project Using Microsoft Teams
Robin Buser, Supervisor, Acquisitions & Metadata Services at Columbus State Community College

This past January, the Columbus State library began using Microsoft Teams to manage library projects. A brief description will be provided including how the process and tools were introduced and how project management has been used so far. The ILS migration project will be managed internally with this process. The project management tools for the ILS migration project have been put into place and those tools will be demonstrated. In addition to the tools, every staff member will need to be involved, and a description of roles and subteams will be provided. There will also be a discussion of how these same tools could be managed in a similar way using Google instead of Microsoft Teams.

Robin Buser has over 35 years of experience as a librarian in academic, public, and special libraries. She became interested in project management while working at OCLC. After earning Project Manager Professional certification, Robin has spoken about product management at many professional library meetings and has co-authored the book “Project Management for Libraries: A Practical Approach”. She also leads projects in her current position as Supervisor of Acquisitions & Metadata Services at Columbus State Community College.