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