WORKSHOPS

WORKSHOP SET I
WORKSHOP SET II
IN DEPTH WORKSHOPS

Workshop Set I
Friday, June 23, 2000
11:00 a.m.-12:15 p.m. and 2:30-3:45 p.m.


1. The Technical Services Departmental Web Page: A New Wave Management Tool for Serialists

June Chressanthis, Coordinator of Cataloging, Mississippi State University, and
Kathryn Wesley, Serials Cataloger, Clemson University

The departmental home page is one of the tools used by organizations to establish a presence in the web environment, aid in its navigation, and contribute to its information content. To investigate how serialists are using this new information tool, we will analyze the content of a random sample of technical services (TS) departmental web pages of academic libraries at four-year state institutions which grant doctoral level degrees. We will examine what types of information are included on TS pages and how they are organized. We will seek to determine how TS managers are utilizing the resources of the web to benefit their staff, promote departmental efficiency, etc. We hope to develop a set of criteria for effective TS web pages.

2. Making the Past Accessible for the Future: Cataloging Historical Serials

Sandy L. Folsom, Cataloger, Clarke Historical Library, Central Michigan University

The purpose of this session is to provide practical information and recommendations on how to catalog historical serials and to facilitate an exchange of ideas among those who are involved in this type of serials cataloging. Hands-on activities, such as cataloging from facsimiles, will provide practical experience and stimulate discussion. A number of the challenges in cataloging historical serials will be addressed including material with little or no bibliographic data, scant name authorities information, copious title changes, holdings for inconsistently numbered or sporadically held titles and the handling of specific types of material not frequently encountered in general serials cataloging.

3. Catch the Preservation Wave: Preservation Orientation for Library Staff

Julie A. Page, Preservation Librarian, University of California, San Diego

This preservation training session will present the techniques used at the University of California at San Diego to raise the awareness of library staff to preservation concerns affecting the library collections--their individual roles and responsibilities for preservation and preservation-sensitive techniques for handling library materials. The emphasis is on what individual staff members need to know about preservation in order to do their jobs. Improved staff awareness translates into improved library user education. Hands-on, interactive, and collection-specific, this training session can be adapted by your library to improve the care and handling of collections.

4. Not Your Father's ISSN!

Regina Romano Reynolds, Head, National Serials Data Program, Library of Congress

Do you still think of the ISSN as great for print publications but wonder about its place in the digital environment? Come to this workshop and learn about the ISSN's new role as a URN. See how typing any ISSN into your browser can connect you with the ISSN record, links to other formats in which the serial is available, and, for online serials, to the resource itself. Get the latest information about which versions and types of continuing resources are assigned ISSN; harmonization efforts with AACR and ISBD(S); and the ISSN Network's strategic plan. Provide your input to a discussion of future ISSN roles and services.

5. Eliminating E-mail Clutter: Strategies for Virtual Office Management

Eleanor I. Cook, Interim Coordinator, Materials Processing, Appalachian State University

So much of our office "clutter" now resides on our computers. Any discussion of a well-organized office must address the way we communicate through the Internet and with e-mail. In this workshop the following matters will be addressed:

The focus will be on general capabilities common to most systems, and examples relevant to serials work will be used.

6. Navigating the Channel between Library Web Site and OPAC: How we Make Electronic Journals Available

Maggie Wineburgh-Freed, Head, Technical Services Section, Norris Medical Library-USC, and
Mary Buttner, Head, Serials, Acquisitions, & Collection Development, Lane Medical Library, Stanford University

Many libraries provide links to e-journals both through the catalog and via a webpage. Due to varying site definitions and the complexity of universities, there are access restrictions for some of our users. We will describe and discuss the intermediate page method versus the direct link method, and the impact of each technique on patrons and staff. We'll also cover; 1) automating and simplifying creation and maintenance of an e-journal list, 2) CGI scripting with PURL for one-click access, 3) experimenting with an XML catalog, and 4) other user-focused approaches to e-journal cataloging and access.

7. Cataloging Government Online Serials: Challenges and Prospects

Thomas A. Downing. Chief, Cataloging Branch, U.S. Government Printing Office

This workshop describes the U.S. Government Printing Office's (GPO) team based approach to efficiently identify, catalog, and provide electronic access to online serials published by many of more than five hundred U.S. Government publishers. Topics include publishing practices of Federal agencies, the process of selecting serials for GPO's Electronic Collection, and requirements for authenticity and textual integrity. Additional topics include GPO's application of CONSER's single record option, use of OCLC's persistent uniform resource locators (PURLs) for electronic access, GPO's efforts to provide "permanent public access" to online resources, and its partnerships with other institutions.

8. Developments and Uses of the DOI and Other Identifiers in Reference Linking and Access/Rights Management

Simon Inger, Managing Director/President, CatchWord

The last year has seen rapid developments in the use of the DOI and other schemas in linking initiatives. But what about the applications in access control and rights management? This workshop looks at both present and future possibilities that the technology presents and takes time out to consider the implications to publishing, acquisition and dissemination of journal information.

9. Using Metadata within the Library - Relevancy and Practical Application

Sponsored by the NASIG Electronic Communications Committee

Yumin Jiang, Catalog Librarian for Serials and Electronic Resources, Cornell University and
Margi Mann, Customer Services Librarian, OCLC.

In recent years various metadata standards and initiatives have matured, and many are now finding concrete application in libraries. This workshop will first present an overview of metadata, and some related library projects, then will focus on the Cooperative Online Resource Cataloging (CORC) project, which incorporates both MARC and the Dublin Core metadata standard. The workshop will also examine project participants' experiences with CORC and relevant issues in dealing with electronic resources. Cornell University Library's experience with metadata issues will serve as the primary example.

10. Formatting Holdings Statements According to the NISO Standard Z39.71-1999

Marjorie E. Bloss, Vice President for Library Operations, Center for Research Libraries and
Helen E. Gbala, Senior Library Consultant, Ex Libris (U.S.A.) Inc.

June 1999 saw the publication of the ANSI/NISO Z39.71-1999 Holdings Statements for Bibliographic Items. Unlike earlier standards that were for either serials or non-serial items, this standard includes the formatting of holdings statements regardless of form or function. The inter-relationship between the new standard and the MARC Format for Holdings Data was also taken into account. The purpose of this workshop is to:

11. Navigating the Waves of Change in Serials Management: Employing MS Access Database Management Software

Lisa De Palo, Head of Periodicals, College of Staten Island, City University of New York

Serials librarians are faced with elevated patron demands for unlimited access, which appear to be grounded by budget considerations and the actuality of limited resources. How can serials librarians begin to manage and evaluate collections in this ever-changing environment? This workshop will examine selection criteria such as local use, cost, scope of the journal, audience, ease of access, and maintenance issues. Subsequently, incorporating a relational database management engine such as MS Access to generate reports based on queries formulated directly by the serials librarian, can be utilized to streamline collection management activities. A comprehensive examination of the MS Access program, with the positive and negative characteristics of integrating this type of relational software program into the evaluation process will be discussed. The workshop will offer the opportunity to apply this knowledge during the hands-on portion of the session. Audience level of experience with MS Access: Novice level, although familiarity with working in a Windows environment would be preferred.

12. Ejournal Cataloging Conundrums

Becky Culbertson and the UCSD Digital Information & Serials Cataloging Section, University of California, San Diego

Electronic publications often require decisions not clearly spelled out in rules or guidelines. In this workshop, we will show specific examples of websites and ejournals requiring catalogers' judgment and explain the decision process of UCSD catalogers. Examples of questions to be covered include:

13. Creating an Interactive Web Application for Providing Access to Full-Text Electronic Journals

John W. Felts, Jr., Networked Information Services Librarian, University of North Carolina, Greensboro

This workshop will focus on the process of creating an interactive World Wide Web application that offers patrons the ability to access and retrieve full-text journal articles from any of nearly 7,500 unique electronic journal titles, which are delivered to their computer desktops, without geographic constraints. Also discussed: technical and non-technical issues involving electronic journals, Microsoft Access RDBMS, Active Server Pages (ASP), and ActiveX Data Objects.

14. Reshaping Roles in Acquisitions

Pamela Goude, Acquisitions Supervisor, Dartmouth College

Acquisitions in today's academic library has blossomed with challenge and change. Along with the necessary clerical skills, Acquisition's staff must also possess: a technical knowledge and vocabulary; web-research, access, and HTML authoring skills; the utilization of electronic (EDI) business processes. Without additional staff, managers must organize workflow and expect staff to be adaptable and have a tolerance for change. Organizing workflow and customizing certain areas of service are key in providing some continuity as well as a high standard of service to bibliographers, faculty, and patrons. Focus areas are: collection development/bibliographer liaisons; vendor account representatives; staff specialists with teams responsible for financial processes, vendor and publisher relations; Web and electronic resources; and bibliographic control activities.

15. Never Mind Seeing the Forest for the Trees, ILL Needs to Find the Leaves!!

Betty Landesman, Manager, Document Delivery Team, AARP, and
Gale Etschmaier, Head Document Delivery Services, George Washington University.

For staff engaged in interlibrary loan and document delivery, providing access to digital content multiplies our challenges. This workshop will explore some of the challenges involved in electronic document delivery of journal articles, including:

Workshop Set II
Saturday, June 24
2:00 p.m.-3:15 p.m. and 4:00-5:15 p.m.

16. Taking Stock and Making Plans: Providing Access to Web-based Federal Government Periodicals

Mark McCullough, Government Documents Librarian, Minnesota State University, Mankato and
Becky Schwartzkopf, Serials Librarian, Minnesota State University, Mankato

The emergence of web-based U.S. Government Periodicals has created new challenges for serials and documents librarians. Some government periodicals are available in print and web-based formats, others only on the Web. This workshop session will provide practical ideas for identifying, selecting, and controlling Web-based government periodicals. The workshop leaders will introduce helpful resources for identification and management; offer suggestions for developing a plan to maximize access; and encourage participants to share ideas about management of government periodicals within their respective institutions.

17. Exploring Uncharted Waters: Alternative Careers for the Serialist

Joan Griffith, Director of Marketing, Harrassowitz Booksellers & Subscription Agents and
Sarah Tusa, Serials Acquisitions Librarian, Lamar University

Looking for a new job? Want to know how to market the skills you have learned as a Serials Librarian into a new career? This program provides insight into alternative careers for Serialists. The first part of this workshop chronicles the presenters' career path development based on their serials experience. The skill sets learned while working with serials. The wrap-up session will bring it all together and show you how to market your own skill sets into a new career or revitalize your existing library position. Come share your experiences and explore the dynamic options available to Serialists!

18. Collection Development Decisions - Make them for the Right Reasons

Nancy A. Cunningham, Assistant Research Librarian, Buffalo Museum of Science

Collection development involves assembling and assessing the components of a library's collection in both a qualitative and quantitative manner so that issues of selection and deselection and the needs of the library's user community are addressed. In the case of periodicals, such evaluations can be made through a journal use study that provides a quantitative measure of the how much individual components of the collection are used. This workshop will discuss how to plan and conduct a qualitative journal use study or other research project, so that serialists can apply these evaluation techniques in their own setting. In addition, the application of these concepts crosses the disciplines (e.g. the arts, social, biomedical and natural sciences) and is relevant in planning a research or other cooperative project.

19. The Impact of EDI on Serials Management - Don't Let the Ship Sail without You

Rachel R. Vukas, Account Services Manager, EBSCO Information Services and
Charlene N. Simser, Serials Cataloger, Kansas State University

Used for years in the business world, Electronic Data Interchange has only recently become an important tool for library business transactions. As with the implementation of any new process, the use of EDI in the serials environment has changed the procedures and processes for managing a serials collection. This presentation will explore the effect of EDI invoicing and claiming and the resultant management issues which need to be addressed. We will examine the role of both the library and the subscription agency in the implementation of the process and discuss the potential benefits of EDI.

20. The California State University Journal Access Core Collection Project (JACC) - what it is what it is not and where we go from here?

John Calhoun, Collection Development Librarian, California State University, Dominguez Hills and
Kittie Henderson, Academic Representative, EBSCO Information Services

The JACC project was developed to provide all California State University campuses access to a list of core titles in electronic format; the project combines full text databases and electronic journals. This program will briefly cover the inception and definition of the JACC; collection development criteria, technical considerations and challenges along with the future of the project will be addressed. John Calhoun served on the Electronic Access to Resources subcommittee charged with making the final decisions on behalf of the CSU. Kittie Henderson was one of the EBSCO representatives who worked on the project.

21. Implementing and Appreciating the MARC Format for Holdings

Marilyn Quinn, Bibliographic Control Librarian, Rider University
Gracemary Smulewitz, Collection Services Coordinator, New Brunswick Libraries, Rutgers University

Using the MARC Format for Holdings (MFHD) in the current generation of library systems presents a variety of challenges depending on the system's design, its flexibility, limitations, and available options for applying the format. This workshop will describe a project to implement the format using Voyager, but will touch on functionality of other systems as well. The project began with the addition of summary holdings statements in the 866 field and culminated with coordinating these with automated check-in. Many decisions that influenced OPAC display, workflow, and report making were required along the way. The workshop will address problems and solutions related to the creation of holdings templates, the 856 field, public and non-public notes, and fixed field coding, among others. It will also consider ways to take advantage of the ability to transmit standardized holdings statements electronically. Attendees will be encouraged to share experiences with their local systems.

22. Data Warehousing: Developing a Decision Support System Prototype

Michael Somers, OPAC Librarian, University of North Carolina at Charlotte and
Karen Cole, Kansas State University

Kansas State University Libraries is creating a decision support system that will allow the Libraries' administrators and managers to make informed decisions about the acquisitions and cancellations of library resources. The system uses a data warehouse containing information from disparate sources and front-end tools using a GUI interface to interact with the data. This workshop will instruct users on the process used to develop the decision support system, the attributes assigned to data elements, the schema used to build the data warehouse, and the types of queries possible.

23. Do We Catalog These or Not? How Research Libraries are Providing Bibliographic Access to Electronic Journals

Charity K. Martin, Serials Cataloger, University of Nebraska

Today's patrons want to retrieve all the information they need from one workstation. Vendors and publishers are creating aggregated databases of full-text journals that permit "one stop shopping". Many of these journals are acquired in other formats and accessed from on-line catalogs via a MARC record. So how are libraries providing bibliographic access to electronic journals not also owned in other formats? In fall 1999, Charity Stokes and Paul Hoffman surveyed Research I and II institutions to discover which aggregated databases are being purchased and if/how libraries are providing bibliographic access. This workshop reviews the survey results and explores options for cost-effective access.

24. New Journal of Physics: Running a wholly electronic web-based and author-funded journal

John Haynes, Journal Publisher, Institute of Physics Publishing

Based on practical experience of launching New Journal of Physics (www.njp.org), this workshop is designed to present an overview of and motivation for an on-line general physics journal available free of charge to readers and funded by an article charge on authors. The workshop is also intended as a forum to debate key questions and challenges for the future, including:

25. Before They Throw the Switch: Insights on E-Access from the Back Room

Ladd Brown, Acquisitions Librarian, Virginia Tech and
Molly Brennan Cox, Serials Coordinator, Virginia Tech

This workshop will be a forum for discussion of the workflow related to acquiring and maintaining electronic resources from the technical services point of view. The speakers will address several areas of concern: origin of request, licensing matters, access methods, and maintenance. How do all the players (technical services personnel, bibliographers/collection developers, lawyers, vendors, info providers, patrons, etc.) fit in and what do we do to juggle --not balance-- the demands and gain gray hairs as well as problem-solving skills.

26. Prioritizing Periodicals: A Web-Based Approach to Gathering Faculty Advice on Journal Subscriptions

Dennis Stephens, Collection Development Officer, University of Alaska, Fairbanks and
Christopher Lott, Technical Manager, Center for Distance Education, University of Alaska, Fairbanks.

Canceling journal subscriptions has become an unhappy serials management routine. Identifying proposed titles for "non-renewal" is a topic of continuing interest in academic libraries, where faculty advice on the journal list is an important practical and political criterion. A range of methodologies is used for soliciting advice from faculty. At the University of Alaska, reviews had been paper-based, monstrous in complexity and weight. This workshop will describe a web-based approach to faculty review and prioritization of journal titles used during Spring 1999. It will present descriptions of the software and methods used to create the database-driven website, the outcomes of the project, some lessons learned along the way, and improvements that will be implemented the next time.

IN DEPTH WORKSHOPS:
Saturday, June 24 2:00 p.m.-5:15 p.m.

27. Sink or Swim: Organizing Your WorkSpace is a Lifesaver

John Blosser, Head, Serials Dept., Northwestern University,
Allan Scherlen, Appalachian State University and
Philenese Slaughter, Serials Librarian, Austin Peay State University

How often has it been thought that the electronic office is saving space and making work more efficient? Many Technical Services staff members find themselves more stationary in completing work at a computer workstation. What implications does this have on the staff's enjoyment of the work, the physical strain on their body, and their overall satisfaction in being in their work environment? A Technical Services Librarian with training in space planning and interior design will address space planning, psychological issues of personal space, lighting quality and interior decoration for personal satisfaction and enjoyment at work, and finally, ergonomic issues in today's computer desktop-based library environment. This workshop is intended as a basic ideas session to help people assess their current environment in order to plan some improvements. Two case studies will be reviewed: reorganizations at Austin Peay State University (APSU) and Appalachian State University (ASU). The focus will be on redesigns that emphasize the fact we utilize computers for so much of our work these days. Before and after floor plans and photographs will be used to illustrate the ways APSU solved some work environment issues. By the time this workshop happens, ASU will have installed a number of new custom designed office areas. After the presentations, there will be an opportunity for participants to discuss and share based on the ideas presented.

28. We're Heading for the Barn now; an update on the Revisions to ISBD (S) and AACR2 Rules for Serials Cataloging"

Karen Darling, Head, Acquisitions, University of Missouri-Columbia and
Jean Hirons, CONSER Coordinator, Library of Congress

Karen Darling, a member of the IFLA Working Group on the Revision of ISBD(S), will present an update on the work of the group. She will begin with some background information on ISBD(S) then talk about the revision process and provide an update on the current status of the revision.

Jean Hirons, CONSER Coordinator, Library of Congress, will report on the current status of the revision of AACR2 including a report of the November and March meetings of the Joint Steering Committee. Karen and Jean will then lead a discussion with the workshop participants on how these rule revisions will affect catalogers in the NASIG community. Participants will be asked to provide their own suggestions for implementation of the changes and to consider how the changes might best be documented.

29. Bridges Over Troubled Waters: Techniques for Managing the Impact of E-Serials

Three presentations will address different perspectives on managing e-serials in the library.

A) Approaches, Techniques, and Criteria for Serials Evaluation in the Electronic Environment

Thomas E. Nisonger, Associate Professor, Indiana University

This presentation will examine the application to the current electronic environment of serials evaluation methods at the macro (the serials collection) and micro (specific serial titles) levels. A theoretical framework for classifying evaluation approaches will be presented. The traditionally established methods used in serials macro evaluation (the checklist method, availability studies, document delivery tests, the Conspectus, holdings and formulas, standards, citation studies, and use studies) as well as the micro evaluation criteria (usage, relevance, indexing, cost effectiveness, subjective judgement, etc.) will be reviewed and their applicability to electronic serials and mixed print-electronic collections will be examined.

B) To Bind or not to bind: Managing Electronic and Paper Serials in a Sea of Change

Jeanne Drewes, Assistant Director for Access & Preservation, Michigan State University

For years serials librarians have created bound volumes of serials to provide long term access to serial titles in a useable form. While many serial titles are now provided electronically, most electronic subscriptions are still tied to paper subscriptions. What factors determine when to continue binding paper copies? What is the best means of providing long term access? Can cost savings be found through consortium storage of paper copies of electronic subscriptions? This program will provide models to consider in managing duplicate subscriptions in multiple formats as well as the issues of long term access for titles in single format.

C) The Cost of Providing Electronic Resources: Are We Rearranging Deck Chairs on the Titanic?

Patricia A. Loghry, Coordinator Serials and Electronic Resources, University of Nevada, Reno
Nancy W. Fleck, Systems Librarian, Michigan State University, and
Adolfo R. Tarango, Serials Catalog Librarian, University of Nevada, Reno

This portion of the workshop will focus on the impact the acquisition of electronic serials has had on library staff time at Michigan State University and the University of Nevada, Reno. Discussion will center on various functions/processes in systems, acquisitions and cataloging. Some workflow descriptions will be discussed. Attendees will get a sense of the time commitment required in providing electronic serials to their patrons.

30. Responsibility for Preserving and Archiving Electronic Resources: Whose Job is it anyway?

Barbara Winters, Associate University Librarian for Collection Services, University of Georgia,
Merrill F. Smith, Account Services Manager, EBSCO Information Services,
Don Jaeger, President and CEO, Alfred Jaeger, Inc.,
Doug Lafrenier, Director of Marketing, AIP, and,
Sharon Cline-McKay, Director, Academic Sales, Western region, Rowecom/Faxon

With the rapid growth in the availability of electronic journals in the past two to three years, librarians have become increasingly concerned with the complex and challenging issue of archiving in the age of digital information. There have been numerous discussions and proposals for ensuring the archiving of significant scholarly material for future generations. Many involved in the process of scholarly communication have suggested that publishers must become more responsible for maintaining archives of their own content. Some scholarly societies and associations have made a commitment to the preservation of published material. Other commercial and not for profit organizations involved in the serials information chain also have an interest in maintaining their current role or in creating a new role in the archiving of digital information. Others believe that libraries should and will maintain the responsibility for archiving through some combination of state, regional, and/or national consortia of libraries. Currently, few librarians seem comfortable with giving up their traditional role in archiving scholarly publications. At the level of the individual library, most seem extremely reluctant to consider canceling print subscriptions in favor of electronic versions. This session will address these issues from the perspective of librarians, publishers, and other organizations including a backfile vendor and a subscription agent. A presentation of the results of a survey of librarians will represent the library perspective. Members of the panel will respond to the survey results and discuss the roles their organizations might play in the preservation and archiving of electronic resources. The session will also include time for audience reaction and questions.