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Saturday, June 9


Cooperative Cataloging Projects: Managing them for best results
Cooperative cataloging is not a new concept but the ease with which online resources can be accessed provides opportunities for cataloging projects which haven't existed previously.  There are few models for the cooperative cataloging of collection-based projects and those that exist have not been well publicized. This session will provide an overview of a number of projects developed by both the CONSER Program and the Council on East Asian Libraries (CEAL).  There are several considerations to be taken account when beginning a project.  These include:

  • Collection characteristics
  • Title list sources
  • Record reporting and distribution
  • Staffing and organizational support
  • Workflows, procedures and training
  • Strategies for managing ongoing collections

Because every cataloging project brings unique challenges and opportunities, the presenters will provide real-life examples from the projects they have worked on.


Charlene Chou

University of Washington Libraries
avatar for Steve Shadle

Steve Shadle

Head, Serials Cataloging, University of Washington
Steve plans, organizes, and directs the work of the Serials Cataloging Unit at the UW Libraries. In addition, Steve supports systems and services that provide access to electronic serials and journal full-text. Steve's background in serial standards began with his work as an ISSN... Read More →

Saturday June 9, 2018 2:30pm - 3:30pm
Highland Ballroom I/II
Sunday, June 10


The Heart of the Cycle: How can Metadata 2020 improve serials metadata for scholarly communications and research?
Metadata 2020 is a collaboration that envisions a future with better metadata; not only increasing discoverability of content, but also benefiting reputation management, attribution, discoverability, efficiency, data reproducibility and reusability, in addition to future services that don’t yet exist! It aims to facilitate the collaboration of all in scholarly communications to consistently improve metadata to enhance discoverability, facilitate new services, and create efficiencies with the ultimate goal of accelerating scholarly discovery.

Almost a year after launch, Metadata 2020 has gained considerable ground in gathering information from multiple community groups surrounding metadata challenges and opportunities to find ways to enhance metadata and find new solutions. Now that Metadata 2020 has received feedback and stories from all sectors of the research and scholarly communication cycle, we are targeting crucial points where metadata needs to work across all groups in order for a mature metadata model to become a useful reality.

The Metadata 2020 Librarian Community Group seeks to conduct a workshop to narrow in on insights from serials metadata experts to:

1. Better understand the current state of serials metadata
2. Consider the flow of serials metadata between publishers, libraries, repositories and service providers, and how it could be improved
3. List the roadblocks that prevent smooth transition of serials metadata from one place to another
4. Develop recommendations for the groups within Metadata 2020 to consider (Library Group, Funder Group, Researchers Group, Publishers Group, Service Provider Group and Data Publishers/Repositories Group)

This session will use a roundtable and group discussion format, and will deliver a set of roadblocks and recommendations for improvement for Metadata 2020 to use in their goal of creating best metadata practices across the scholarly communications/research lifecycles.

avatar for Juliane Schneider

Juliane Schneider

Lead Data Curator, Harvard Catalyst | Clinical and Translational Science Center
Generally harmless.

Sunday June 10, 2018 10:45am - 11:45am
Grand Ballroom II/III
Monday, June 11


MARC Metamorphosis: Transforming the way you look at eBook records
The world of eBook records can be quite divergent, depending on the source of those records. In the past, most libraries downloaded records from OCLC, edited them and uploaded them to their local ILS. Today, some libraries carry on a similar process, but also receive records directly from the publishers. Other libraries get their MARC records from different vendors or choose to create them on their own. Depending on the source of the eBook, MARC record content and quality can vary greatly.

An engaging session about Metadata 2020 at the NASIG Annual Conference last year led us to wonder; is there a way to assess how libraries, publishers, and vendors are currently operating in this space for eBook records? While not as lofty as the aspirations of CrossRef, we wanted to take a look at what can be done in the short-term to improve metadata and cataloging workflows. Each presenter has a unique relationship with the ""provide access"" stage of the electronic resources life cycle and wanted to share their experiences on cataloging, standards, and workflows.

While presenter interactions are different, one common thread was quickly discovered; there is no standard experience in delivering MARC records to libraries. Furthermore, an examination of eBook records from across various community platforms also shows differences in record quality from different sources. This disparate experience between vendors and publishers causes frustration for libraries who strive for consistency in their local collections. As a result, they are forced to adopt specific cataloging workflows to accommodate. This could be rectified with a more unified approach. Creating a cross-industry dialog between libraries, publishers, and vendors about MARC record quality and maximizing workflow would certainly benefit all stakeholders.

The purpose of this presentation is to present comparative MARC data from two libraries with different cataloging practices. This data will be compared to a publisher’s cataloging practices and their plans for refining the experience. The outcome would be to suggest a set of best practices for what kind of records publishers and vendors should distribute to libraries, in order to increase eBook discoverability and drive usage. This multi-library/publisher partnership attempts to examine these differences and posit suggestions for areas of collaboration and improvement. We hope that this presentation will help further that conversation and transform the way you look at eBook records.

avatar for Jeannie Castro

Jeannie Castro

Electronic Resources Coordinator, University of Houston
University of Houston
avatar for Richard Guajardo

Richard Guajardo

Head of Resource Discovery Systems, University of Houston
Richard Guajardo is Head of Resource Discovery Systems at the University of Houston. He provides oversight for electronic resources management, discovery tools, and the library services platform. He is currently on the 2017 NASIG Conference Planning Committee and is vice-chair of... Read More →
avatar for Matthew Ragucci

Matthew Ragucci

Associate Director of Library Solutions, Wiley
I am Wiley's resident librarian and provide insight on metadata sharing strategies for optimizing its electronic resources for discovery, access and usage. This includes working closely with librarians and library solutions providers alike to get the tools they need to help the end... Read More →
avatar for Melissa Randall

Melissa Randall

Electronic Resources Cataloger, Clemson University
Electronic Resources (eBooks & Streaming) Cataloger at Clemson University Libraries. She currently serves as NASIG SERIALIST Moderator and PASCAL Catalog Design Committee Chair. Her interests include mentoring and cataloging staff development. An avid reader with eclectic tastes... Read More →

Monday June 11, 2018 9:00am - 10:00am