Spring 2019 Meeting

April 15, 2019

Can a Catalog Spark Joy? Catalog Maintenance for Management and Migration

Cuyahoga County Public Library | Parma-Snow Branch Auditorium
2121 Snow Rd. | Parma, OH 44134
Registration and light refreshments: 9:00 am – 9:30 am
Program: 9:30 am – 4:00 pm

Thursday, May 23, 2019
Deadline to register: Friday, May 17

Step 1: Registration
REGISTER HERE NOW! (registration link is for both online and mail pay options)

Step 2: Payment
(Please either make your payment through PayPal below or by mailing a check to Laura Maidens at Rock & Roll Hall of Fame Library & Archives | ATTN: Laura Maidens | 2809 Woodland Ave. | Cleveland, OH 44115)

Regular meeting fee ($50):
Buy now with PayPal

Student meeting fee ($25) (please verify your student status with Laura at lmaidens@rockhall.org):
Buy now with PayPal


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

Connecting the Past to the Future
Presented by Kyle Banerjee, Digital Collections and Metadata Librarian, Oregon Health & Science University

Migrations are challenging because their purpose is to use old data to provide services that might not have even been imagined at the time they were implemented. Modern libraries and the ILSs they depend on are designed to provide centralized access to physical resources created according to a 500 year old publishing model.

However, the 21st century brought a fundamental shift in how information is used and preserved. Information is no longer centralized nor is it created, managed, or distributed according to the print model that dominated for hundreds of years.

Libraries migrate to new systems with the expectation that the new one will better meet the needs of people than the old one. This means it has different capabilities and requires different configuration, records, and fields. Even when records and fields appear similar, they use data differently. To complicate matters, migrations change everybody’s jobs and every procedure related to the old system.

Bring your ideas and questions, and we’ll examine these issues as well as discuss how mere mortals can migrate complex systems to build the services of the future!

Kyle Banerjee has over two decades of library experience, extensive systems knowledge, and has planned and written software to support ILS, digital collections, and resource-sharing systems migrations since 1996. He has published four books on digital libraries and migrations, with a fifth one on data analysis and manipulation currently in production. An avid outdoorsman, Kyle enjoys ski mountaineering, sea kayaking, and cycling.

Tidied Treasures or Hoarders House?: Best Practices for Data Management in Library Catalogs
Presented by Sarah Weeks, Associate Director of Libraries, Oberlin College

Regardless of whether or not you are facing an imminent migration, data stored in ILS systems needs consistent care and updating to best fulfill its dual purpose of connecting users to information and helping library staff make data-driven decisions. Like brushing your teeth or changing your oil, a little regular maintenance goes a long way. This presentation will cover topics including: implementing regular quality checks, local fields/codes and how to best use them, balancing national standards with local practices, authority control and keeping catalogs current, and when (and how) to finally let go of that old data you’ve been hoarding.

Sarah Weeks has worked in technical services administration for the past 10 years and her career spans both academic and public libraries. She currently serves as Associate Director of Libraries at Oberlin College and Conservatory. She began her career as a systems librarian and maintains a strong interest in library technology and data. She has also worked as a consultant for both individual libraries and consortia on issues of technical services efficiency and ILS migrations. She has a passion for getting others to see change in library technical services as a transformational opportunity for growth.  Some of her prior projects have included: acquiring and merging libraries, two consortial ILS migrations, reclassifying large collections, major deaccessioning of materials, and strategic planning paired with data-driven decision making.

Ready Steady Go!
Presented by Anna Hood, Technical Services Manager, Kent Free Library

Anna will discuss Portage Library Consortium’s recent migration to SirsiDynix Symphony from Innovative Interfaces Millennium. There were many lessons to be learned with the transfer of 14 years of data. While migration can be a stressful time, it is a wonderful opportunity to study how things have been handled historically at your institution and to take the knowledge you glean and apply it to making a fresh start. Even if you are not migrating data, learning about the importance of consistent maintenance and procedures for data care will help you create the best database possible. You will be ready for anything. After all, migration could happen to you.

Anna Hood is the Technical Services Manager at Kent Free Library. Before starting her current job in 2012, she worked at Westlake Porter Public Library as the Assistant Manager of Technical Services and at Kent State University as the Head of Serials and Electronic Resources.

How Metadata Management Is Like Housekeeping and How to Manage It
Presented by Leslie A. Engelson, Metadata Librarian, Murray State University

Housework: it is a never-ending and often thankless task. Yet people are negatively impacted when it isn’t done. Keeping a database clean often feels like doing housework. There are many factors that contribute to messy, inaccurate, and inconsistent data in a library catalog. Nevertheless, accuracy and consistency are attributes of metadata that contribute to a better retrieval experience as well as a successful migration. This presentation will identify high-value elements of bibliographic data, discuss factors that contribute to messy data, as well as measures that can be implemented to help reduce inaccuracy and inconsistency and make the housekeeping task of metadata management less onerous.

Leslie A. Engelson is a cataloging librarian who wrangles metadata to help people find the information resources they need. With over two decades of experience, Leslie knows that good metadata doesn’t come easy or quick and understands the challenges catalogers face when advocating for a quality database. Leslie’s migration experiences include moving from a card catalog to Voyager to Alma, cleaning up data along the way. When she’s not creating and cleaning up metadata, Leslie finds creative expression in quilting. Leslie is the Metadata Librarian and a certified Alma Administrator at Murray State University.

Keeping Our Data Clean
Presented by Roman S. Panchyshyn, Associate Professor, Kent State University

This presentation will focus on some of the processes we have used, and continue to use, to maintain a clean database in our local Sierra catalog. Our goal is to make the resources in our catalog as discoverable as possible in the various different platforms that our patrons use. These platforms include our local Sierra ILS, our discovery layer, and the OhioLINK central catalog.

We keep holdings in OCLC in synch with batch reclamation and with regularly scheduled updates. An RDA enrichment project insures that all MARC catalog records are RDA hybridized. We use a vendor for authority control to keep our authority files current. We run dozens of small jobs on a recurring basis to catch and clean errors or add data to various vendor records, which are loaded regularly into our catalog.

We must be cognizant of the future of our catalog, especially a future with linked data and BIBFRAME. Do we need to retrospectively add URIs to our data at this point? Are we prepared to migrate our data elsewhere when it becomes necessary? Clean data is the key to optimal performance of the catalog.

Roman S. Panchyshyn is currently Head of Cataloging at Kent State University Libraries. His interests include catalog management, RDA, and authority control. He holds a BA in East European History and MLIS from McGill University in Montreal, Canada, and a Grad. Dipl. in Library Studies from Concordia University, also in Montreal. He is a former chair of OhioLINK DMS, and currently serves on ALA’s ALCTS CaMMS Executive as Member-at-Large.

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Save the Date: NOTSL Spring Meeting

April 5, 2019

NOTSL Spring Meeting will be held on Thursday, May 23, 2019

Registration will open soon

The Northern Ohio Technical Services Librarians’ Spring meeting, Can a Catalog Spark Joy? Catalog Maintenance for Management and Migration, will be held on Thursday, May 23, at the Cuyahoga County Public Library Parma-Snow Branch Auditorium. Our featured speaker will be Kyle Banerjee, Digital Collections and Metadata Librarian, Oregon Health & Science University. Kyle has literally written the book on this topic. Mark your calendar now for this entertaining meeting. Please watch for a detailed announcement soon!


Fall 2018 Meeting

October 2, 2018

Acquiring Minds Want to Know

Cuyahoga County Public Library | Parma-Snow Branch Auditorium
2121 Snow Rd. | Parma, OH 44134
Registration and light refreshments: 9:00 am – 9:30 am
Program: 9:30 am – 4 pm

Friday, November 9, 2018
Deadline to register was Friday, November 2!

Links to presentations:
Morag Boyd: Acquiring Minds Want to Know
Pam Matthews: The Mysteries of Publishing Revealed
Barbara Satow: The Mysteries of Publishing Revealed
Joanna Voss: What Use Are Stats?
Kay Downey: The DDA Ebook Model
Jennifer Rice: Streaming Media Acquisitions

Step 1: Registration

All attendees must register here!
(link removed)

(Registration link is for those paying online below and for those paying by mail.)

Step 2: Payment

(Please either make your payment through PayPal below or by mailing a check to Laura Maidens at the address listed on the registration page)

Regular registration ($50):
(link removed)

Student registration (You must verify your student status with Laura Maidens) ($25):
(link removed)


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

Acquiring Minds Want to Know: The Future of Procurement of Library Materials
Presented by Morag Boyd, The Ohio State University Libraries

Current trends in acquisitions and collection development are leading to interesting tensions in the acquisitions of library collections. All libraries are facing an exponential demand for streaming media without increasing budgets. Academic libraries are looking to demand- and use-based purchasing/lease models and packages for core titles, and at the same time exploring beyond traditional library markets for unique materials and using non-standard purchasing such as eBay or Kickstarter. This talk will explore the implications now and into the future for technical services.

Morag Boyd is the Acquisitions and Discovery Strategist for The Ohio State University Libraries. She leads a program with responsibility for content ordering, receiving, licensing and negotiation, bibliographic description, metadata creation and management, access management for electronic resources, and arrangement and description of special collections content. In short, Morag provides vision and direction to a large team charged with making content available to researchers.

The Mysteries of Publishing Revealed: Looking Behind the Curtain at the Wonderful World of Publishing
Presented by Pam Matthews and Barbara Satow, Cleveland Public Library

Ever wonder what an agent does? What the differences are among publishers, distributors, jobbers? How and why authors self publish? What are “rights” anyway? Find out the answers to these and other confounding conundrums in this session designed to put those “I’ve always wondered about that!” thoughts to rest.

After many, MANY years of working for libraries (public and academic), non-profits, and even going to the dark side and working for a vendor, Pam Matthews landed her current position as Collections Manager at Cleveland Public Library. She oversees the collections of CPL’s 27 branches, its Popular Library at the Main Branch, and its electronic collection available through OverDrive.

Barbara Satow is a cataloger for the Cleveland Public Library. Long before receiving her MLIS from Kent State University in 2010, she aspired to write fiction and had a historical romance novel published by a small press in 2006. She has dabbled in the world of self-publishing (as have many of her fellow members of the Romance Writers of America) and is always happy to discuss her two “vocations” —  author and librarian.

What Use are Stats? Usage Statistics in Context
Presented by Joanna Voss, OhioLINK

We have the usage statistics, now what? What is the rest of the story? This presentation will cover how electronic resource usage statistics fit into the larger context of information by and about libraries, their collections, and their users. It will review how standards like COUNTER level the playing field for analyzing electronic collections and how other sources of information can be used to build out to get the bigger picture. In short, when making data-driven decisions for a consortium of academic libraries of diverse sizes and types, how do we make sure that the data is not just a slice, but the whole pie?

Joanna Voss is currently the Collections & Insight Analyst for OhioLINK. She has Master’s degrees in aerospace engineering and library and information science and has worked in academic and public libraries.  In her current position she puts these skills to use analyzing data from shared collections, member libraries, and the whole wide world to further OhioLINK’s mission to provide scholarly resources to advance teaching, learning, and research. She is OhioLINK’s staff liaison to its Electronic Resources Implementation Team and works closely with its Cooperative Information Resources Management Committee (CIRM) in evaluating the consortium’s electronic resources.

The DDA Ebook Model, Practices, and Program Variances
Presented by Kay Downey, Kent State University

Kent State University Libraries (KSUL) have been using the Demand Driven Acquisitions (DDA) ebook purchasing model since January 2012. Today, multiple years of DDA data make it possible to conduct a systematic comparison to evaluate different demand driven acquisition scenarios based on ebook usage patterns. Researchers at Kent State University Libraries have also collected DDA ebook program data from 8 large academic libraries in order to further research on DDA use and efficacy. This study specifically compares the economies of the straight PDA business model and the PDA model that uses the Short-Term Loan (STL) component. As libraries transition more and more to the just-in-time acquisition model it is even more imperative to understand the factors that contribute to successful collection management practices and sustainability.

Kay Downey is an associate professor and has been the Collection Management Librarian at Kent State University Libraries since 2008. She previously worked at the Cleveland Museum of Art for 12 years as the Continuing Resources Librarian. She has a B.F.A in Painting and Drawing, and M.L.S. in Library Science.

Streaming Media Acquisitions
Presented by Jennifer Rice, Kent State University

A brief overview of several streaming media acquisition models currently used by Kent State University. A focus will be on Patron Driven Acquisitions (PDA) and the maintenance of catalog records, content access, and budget management challenges. Vendors such as Kanopy, Swank Motion Pictures, Alexander Street Press, and others will be also discussed.

Jennifer Rice is the Manager, Collections at Kent State University, where her focus is streaming media and acquisitions. She has been employed at the KSU library since 2001. She has a BA in History and a MLIS in Library and Information Science.


NOTSL Scholarships 2019

September 11, 2018

Applications for the 2019 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 $1,500, dependent 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, professional meetings or research, but not training required by an employer. Applicants must specify the nature and cost of proposed activities in order for the Scholarship Board to properly determine eligibility and the allocation of funds.

Scholarships will be applied for the calendar year, from January to December of 2019.

After the educational activity scholarship winners will submit a brief summary of their activities, which will be posted on the NOTSL web page.

The deadline for submissions is Sunday, December 31st, 2018, and recipients will receive notification no later than January 31st, 2019.

Application form here

Questions may be directed to the NOTSL Scholarship Committee Chair, Mike Monaco, at mmonaco@uakron.edu.


Save the Date: NOTSL Fall Meeting

August 30, 2018

NOTSL Fall Meeting Friday, November 9, 2018
Registration will open soon

The Northern Ohio Technical Services Librarians’ Fall meeting “Acquiring Minds Want to Know” will be held on Friday, November 9, at the Cuyahoga County Public Library Parma-Snow Branch Auditorium.

If you want to hear about the latest trends in Acquisitions, including demand driven acquisition of ebooks, Kanopy streaming media, and using statistics such as SUSHI and COUNTER, or you want a better understanding of publishers, distributors, jobbers, imprints, etc., mark your calendar now.  Please watch for a detailed announcement soon!


NOTSL Board Opening : Vice Chair/Chair Elect

August 2, 2018

NOTSL Board opening

The NOTSL Board is seeking a new Vice Chairperson/Chair Elect. If you are interested in an opportunity to work with a dedicated local group of technical services librarians to provide professional development opportunities for the region, please contact Andrea Johnson. The only requirement is willingness to serve, and it’s a great experience!
The Board accepted Jennifer Wasserman’s resignation due to recent changes in her work and family life. According to the NOTSL bylaws, the Chairperson may appoint a person to fill a vacancy in any position on the Board other than Chair.

Spring 2018 Meeting

March 21, 2018

Journalpalooza: All You Need to Know About Serials But Were Afraid to Ask
Friday, April 27, 2018

Cuyahoga County Public Library | Parma-Snow Branch Auditorium
2121 Snow Rd. | Parma, OH 44134
Registration and light refreshments: 9:00 am – 9:30 am
Program: 9:30 am – 4 pm
Registration is now CLOSED

Links to Presentations:
A Kaleidoscope of Change / Steve Oberg
Changing Tides and Shifting Sands / Frank J. Bove, Sean Kennedy
Serials in the Public Library / Francine Labriola, Monique Mason

Register here! (For both online and mail payment options) (link removed)

Pay online through PayPal by PayPal or credit card (optional):

Regular Registration ($50)

Student Registration ($25; must verify with Treasurer)

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

A Kaleidoscope of Change: Developments and Trends in the Serials Landscape
Presented by Steve Oberg, Wheaton College

The serials landscape has always been one of change; after all, that is part of its intrigue and value! This talk, along with a guided discussion, will be centered on Oberg’s selection of significant developments and trends happening right now and into the foreseeable future including, among other topics:

  • disassembling the journal publication model (that is, the traditional packaging of journal articles into volumes and issues);
  • necessary skills for those engaged with managing serials;
  • new journal collection models;
  • collaborative digital preservation for serials;
  • authentication and identity issues;
  • licensing trends;
  • social justice considerations in serials management.

Steve Oberg is currently Group Leader for Resource Description and Digital Initiatives at Wheaton College (Illinois). On the side, he teaches e-resources and serials management courses at the iSchool at Illinois, where he graduated with his M.S.L.I.S. in 1991. He is also current president (as well as being a previous president) of NASIG, an independent organization working to advance and transform the management of information resources. He is passionate about serials and also about open source software. He is in his second term leading governance of the international CORAL ERM open source software project.

Changing Tides and Shifting Sands: Serials and Academic Libraries
Presented by Frank J. Bove and Sean Kennedy, The University of Akron

Sailing the seas of serials in academic libraries has always been tumultuous and requires very hardy and nimble sea-legs. The days of print-only serials had its challenges and the advent of electronic resources has not eased the situation, but rather introduces more variables into the equation making the waters even choppier. Our presentation will focus on both the general challenges of electronic serials and those specific to academic libraries:

  • Budgets and funding models
  • Consortia cooperation and subscriptions
  • Archiving and cooperative depositories
  • Data-driven decision making (evaluating usage – COUNTER & SUSHI)
  • NASIG’s Core Competencies for Electronic Resources Librarians
  • Access and authentication issues

Frank J. Bove is an Associate Professor, Bibliography and Electronic Resources Librarian at the University of Akron. In 2015 he was charged with the role of Coordinator, Acquisition Services after a series of retirements and layoffs reduced the acquisitions staff from 5 to 2.5 FTE. Through a rigorous series of evaluation and analysis, new workflows were brought on board that dramatically increased both personnel and fiscal efficiency. Frank serves as UA’s representative to the OhioLINK Electronic Resources Implementation Team. Frank holds a M.L.I.S and a MA in Philosophy from Kent State University.

Sean Kennedy is an Assistant Professor of Practice, Bibliography and the Collections and Content Strategies Librarian at the University of Akron. Prior to joining UA in 2016, he spent seven years at the Cleveland State University Law Library covering all areas of technical services including cataloging and serials processing. Sean serves on OhioLINK’s Cooperative Information Resources Management Committee (CIRM) which oversees Ohio-wide collection deals including very large serial packages. Sean holds a M.L.I.S. degree from Kent State University.

Serials in the Public Library, or as our Patrons refer to them, Magazines
Presented by Francie Labriola and Monique Mason, Akron-Summit County Public Library

Topics for discussion include:

  • History of the Magazines and Newspapers at ASCPL.
  • Changes in procedures, processing and collection development in the public library.
  • Maintaining specialized collections
  • Making deselection and weeding decisions

Francie Labriola has been the Continuing Resources Supervisor for the Akron-Summit County Public Library since 2006. She is in charge of collection maintenance and processing of serials for Main Library and 18 branches. In addition, she oversees the database licensing and outreach for the library. As part of the Collection Development Department’s centralized selection she orders true crime and cookbooks for the system.

Monique Mason is the manager of the Science & Technology division of the Akron-Summit County Public Library where she oversees 8 FTE professionals and para-professionals providing reference and outreach services in subjects ranging from the hard sciences to parapsychology, health and wellness, home economics, and intellectual property issues. The Science & Technology division also serves as the primary public reference point for magazines for the library system.