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Cataloging IS a Public Service: Repositioning Cataloging and Metadata Services. ALCTS Heads of Cataloging IG January 23, 2012 Jee Davis Jina Choi Wakimoto. Jee Davis Cataloging & Metadata Services University of Texas Libraries Asst. Dept. Head (Jan. 2010 – Aug. 2010)

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cataloging is a public service repositioning cataloging and metadata services

Cataloging IS a Public Service: Repositioning Cataloging and Metadata Services

ALCTS Heads of Cataloging IG

January 23, 2012

Jee Davis

Jina Choi Wakimoto

slide2

Jee Davis

Cataloging & Metadata Services

University of Texas Libraries

Asst. Dept. Head (Jan. 2010 – Aug. 2010)

Head Librarian (Sep. 2010 – )

slide4

WORDS

in the Statement of International Cataloging Principles

fundamentals of cms
Fundamentals of CMS

We are the experts in describing information resources

  • Content standards vs. Encoding standards

We enable our users to find, identify, select and obtain the information that they need

  • Define the users of CMS
  • Structure CMS to support users to complete the user tasks
define cms users at ut austin
Define CMS Users at UT-Austin

End Users

- Students, staff, faculty

- Donors

- Other library partners

CMS

- Rush/Request

- New acquisitions

- Gifts

- Special projects

Bibliographers

Branch Libraries

Digital Project Units

defining your cms users will help
Defining Your CMS Users Will Help …
  • Prioritize projects/assignments/responsibilities
    • Rush/Requested materials (within 24 hrs.)
    • Newly purchased materials (within 3 days)
    • Gifts/Backlogs (project-based cataloging)
  • Design staff training
    • Core training (fundamentals of cataloging and metadata)
    • Routine training (changes in cataloging and metadata practices)
    • Special training for special projects
slide9

Challenges of Managing CMS

  • Declining budgets = Less staff
    • Assess/reassess/redesign workflows
  • Demands in user-centered catalog = Frequent changes in software
  • Get involved in decision-making process
  • Dealing with increasing digital resources and understanding various non-MARC metadata
  • Design staff training
  • Outsourcing
  • Know your staff and assess in-house capability; always consider the needs of our users
  • Resource Description and Access
    • Take a deep breath … and start planning
challenges and opportunities @ cub
Challenges and Opportunities @ CUB
  • Cataloging is Unmediated Public Service
    • Facilitate Users’ Self-Sufficiency
    • Enhance User Experience
  • Challenges are Opportunities
  • CU Boulder Libraries Strategic Plan (2006)
    • Client-Centered Focus
        • Timely Access, Hidden Collections, Digital Scholarship
    • Library as Destination
    • Optimal Organization Structure
optimal organization structure
Optimal Organization Structure
  • Restructuring of Cataloging Department

Cataloging and Metadata Services (2006)

    • Mission statement
    • Team structure
    • Re-deployment of staff to address hidden collections, digital scholarship
    • Needs assessment and goal setting
  • 3 Minor Restructure (2008-2011)
from serials cataloging to ersa
From Serials Cataloging to ERSA
  • Electronic Resources and Serials Access
  • One team within CMS (addition of 2 staff from ACQ)
    • serials acquisitions, KB maintenance, ERM (inc. usage statistics collection) and WB (link resolver) maintenance
  • Working in close collaboration with ACQ, Collection Development and Public Services librarians, and engaging with users
client centered focus
Client-Centered Focus
  • Understand All Libraries Trends and Operations
    • New acquisition models, such as PDA
    • Scholarly Communication and Open Access
  • Be Proactive
  • Develop a Culture of Assessment
    • Data-driven storytelling
  • Demonstrate ROI
    • 5-year update to the Libraries
digital scholarship
Digital Scholarship
  • Digitized collections – metadata librarian and 6 out of 13 monographic and serials copy catalogers providing descriptive metadata, using VRA Core and MODS (so far…)
  • Collaboration with curators of data and other cultural resources and institutional assets
    • metadata librarian hired in 2011
future challenge and opportunity
Future Challenge and Opportunity
    • New major role for metadata librarians – data management
  • collaborations among stakeholders is key to success in building institutional infrastructure for research data
    • A key stakeholder is Libraries and metadata specialist in a critical role
  • Digital Research Data Sharing and Management

http://www.nsf.gov/nsb/publications/2011/nsb1124.pdf

    • Standards and interoperability enable data-intensive science.  “Standards for descriptive and structural metadata will help establish a common framework for understanding data and data structures to address the heterogeneity of datasets…”
demonstrating value to university
Demonstrating Value to University
  • Metadata Consulting for D2L Learning Object Repository
  • Serving on the CU Data Conservancy Advisory Team
  • Serving on the Data Management Task Force, appointed by the Vice Chancellor of Research
  • Reorganization (2012)
  • Get Out of Your Comfort Zone and Take a Risk
thank you
Thank You!
  • Jee Davis
  • Head, Cataloging & Metadata Services
  • University of Texas Libraries
  • j.davis@austin.utexas.edu
  • Jina Choi Wakimoto
  • Faculty Director, Metadata Services
  • University of Colorado Boulder
  • Jina.wakimoto@colorado.edu