Latin America and Caribbean

Past events: Good Practices for Great Outcomes

Cataloging Efficiencies that Make a Difference

This event series has brought OCLC members together explore new ways of working in cataloging and technical services. From sharing information about the latest trends in workflows to practical tips and tricks using OCLC services, each event features local member librarians, who demonstrate how members can—and are—improving processes to boost efficiencies throughout their organizations. Each event also includes interactive roundtable discussions, where all participants examined and talked about ideas and tips and changes they might try at their own library. We thank our generous co-hosts for providing the venues and assisting to make these regional events a success!

25 June 2012

Cataloging Efficiencies: Managing Metadata for E-book Collections

The focus of this popular event held during ALA Annual in Anaheim, California, was metadata management for e-book collections. Speakers included member librarians Tom Larsen, Head of Monographic Cataloging at Portland State University and Holly Tomren, Head, Metadata Services, Drexel University.  Hear Tom discuss the integration of PDA (patron driven acquisition) into library processes as part of a consortial pilot. Holly shares her library’s experience as a pilot library testing new collection management functionality currently in development at OCLC. David Whitehair, OCLC Senior Product Manager, provides an overview of WorldShare Metadata and the collection management functionality coming later in 2012, and Chris Martire, Director, OCLC Member Services, kicks off the event, which drew 101 participants.

23 January 2012

Dallas Convention Center, Dallas, Texas

On January 23, 2012, OCLC members convened at Cataloging Efficiencies that Make a Difference as part of their ALA Midwinter experience in Dallas, Texas. Participants learned about cataloging efficiencies and best practices that members have shared during several meetings that have taken place around the U.S. over the past several months. Speakers included Sarah Haight Sanabria, Electronic Resources Cataloger, Southern Methodist University, and Susan A. Massey, Head of Discovery Enhancement, University of North Florida, who provided participants with perspectives on cataloging ebooks and more. David Whitehair, OCLC Senior Product Manager, and Chris Martire, Director, OCLC Member Services, also shared the latest updates in cataloging efficiencies from the OCLC cooperative.

01 December 2011

Boston Public Library, Boston, MA

Catherine Willis, Technical Services Manager, Boston Public Library, and Carole Myles, OCLC Member Services Consultant, welcomed 53 participants to Good Practices for Great Outcomes: Cataloging Efficiencies that Make a Difference on December 1, 2011. The event featured Eric Childress, Consulting Project Manager, OCLC Research, who discussed, “More than a feeling: I see my MARC life walking away” in his opening keynote.

The event also featured speakers from our member community, including:

  • Penny Baker, Collections Management Librarian, Clark Art Institute
  • Michael Colford, Director of Library Services, Boston Public Library
  • Christopher Geissler, Project Archivist, Brown University
  • Amy Hart, Head of Bibliographic Services at the Minuteman Library Network
  • Mary Wilkins Jordan, Assistant Professor, Simmons College GSLIS.

30 November 2011

Harvard University's Gutman Library, Boston, MA

Dr. John Collins, Librarian and Member of the Faculty, Harvard Graduate School of Education, and Carole Myles, OCLC Member Services Consultant, welcomed more than 156 guests to Good Practices for Great Outcomes: Cataloging Efficiencies that Make a Difference, generously co-hosted by Harvard University's Gutman Library on November 30, 2011. Eric Childress, Consulting Project Manager, OCLC Research, provided the opening keynote, where he discussed, “A success unexpected in common hours.” We also featured several speakers from our member community:

  • Diane Baden, Head of Monographic Services, Boston College
  • Hillary Corbett, Scholarly Communication Librarian, Northeastern University
  • Christopher Cronin, Director of Metadata and Cataloging Services, University of Chicago.

21 October 2011

OCLC, Dublin, OH

Daphne Kouretas, OCLC Member Services Consultant, and Bruce Crocco, Vice President, Library Services for the Americas, OCLC, welcomed more than 70 participants to OCLC’s headquarters in Dublin, OH, for Good Practices for Great Outcomes: Cataloging Efficiencies that Make a Difference on October 21, 2011. The event featured Ted Fons, Director, WorldCat Global Metadata Network, OCLC, who presented, “Our WorldCat: Working Harder, Working Better.” He was followed by David Whitehair, Senior Product Manager, OCLC, who discussed, “Tech Services Workflows: Trends and Good Practices.” Beverly Cain, Agency Director and State Librarian at the State Library of Ohio also provided an insightful presentation on current trends and the future direction of libraries to close this event.



We also featured the following speakers from our member community, who discussed workflow efficiencies:

  • Susan Banoun, Head, Electronic Resources Department, University of Cincinnati
  • Morag Boyd, Head of Special Collections Cataloging, The Ohio State University Libraries
  • Pam Matthews, Acquisitions Manager, Cuyahoga County Public Library

27 September 2011

DePaul University Libraries, Chicago, IL

Jim Galbraith, Associate Director for Collections and Scholarly Resources and Interim Library Director, DePaul University Libraries, Lori Murphy, Metadata and Digital Library Services Coordinator, DePaul University Libraries, and Eric Forte, OCLC Member Services Consultant kicked off this September 27 event by welcoming 142 participants. Ted Fons, Director, WorldCat Global Metadata Network, OCLC provided the opening presentation at this lively, interactive OCLC member event, generously hosted by the DePaul University Libraries. We also featured the following speakers from OCLC and our member community, who discussed workflow efficiencies:
  • Christopher Cronin, Director of Metadata & Cataloging Services, University of Chicago
  • Dennis Meissner, Head of Collections Management at the Minnesota Historical Society
  • Mary Konkel, Head of Technical Services, College of DuPage

29 July 2011

University of Houston Libraries, Houston, TX

Dana Rooks, Dean of University of Houston Libraries, welcomed more than75 participants to this July 29 event. Generously hosted by the University of Houston Libraries, this event featured keynote speakers Stefanie Wittenbach, University Librarian, Texas A&M–San Antonio library and Glenn Patton, Director, WorldCat Quality Management, OCLC.

This event also featured speakers from our member community, including:

  • Dean James, Associate Director, Collection Development, Texas Medical Center Library
  • Amber Seely, Manager, Catalog and Metadata Services, Houston Public Library  
  • Keith Chapman, Music Catalog Librarian, Fondren Library, Rice University .

27 June 2011

ALA Annual Conference, New Orleans, LA

Chris Martire, Director, Member Services, OCLC, welcomed 75 participants to a session during the ALA Annual conference. This meeting included a keynote speaker (below) and lively roundtable discussions.

Bradford Lee Eden, Associate University Librarian for Technical Services & Scholarly Communication, University of California, Santa Barbara, CA, provided an informative keynote presentation,“Transforming Collection Management and Technical Services Operations: the Next-Generation Technical Services (NGTS) Initiative of the University of California Libraries.” 

17 June 2011

Wayne State University, Detroit, MI

Dr. Sandra Yee, Dean, University Library System, Wayne State University welcomed 88 participants to this June 17 event, generously hosted by the Wayne State University Libraries. Roy Tennant of OCLC Research and Steven Bowers, Executive Director of the Detroit Area Library Network, delivered the keynote presentations at this event, and OCLC's Member Services Consultant, Carole Myles, discussed ways to increase efficiencies using OCLC services.

We also featured speakers from our member community, including:

  • Jody Harnish from Ann Arbor District Library
  • Beth Callahan from Wayne State University, who discussed workflow efficiencies and cataloging challenges.

14 June 2011

Virtual Meeting

Over the past eight months, OCLC Member Services staff have been traveling around the U.S. to hear how librarians have faced the challenge to streamline cataloging at a time of reduced budgets and staff. These discussions have provided a great opportunity for all to learn, debate, and exchange practical tips on how to become more efficient—from defining "good enough" cataloging to collaborating on improved workflows, to sharing the latest on RDA and WorldCat quality. In this webinar, two academic librarians shared their experiences of reviewing and revising tech services workflows, and cataloging e-books. We also discussed the key trends and strategies provided by the hundreds of library staff who have contributed to the  Good Practices for Great Outcomes series so far, and ended with a discussion of where we go from here.

Presenters included:

  • Daphne Kouretas, Member Services consultant, OCLC
  • Helen Heinrich, Cataloging Coordinator, California State University, Northridge
  • Debbi Dinkins, Head of Technical Services, Stetson University

20 May 2011

University of Hartford, West Hartford, CT

Randi Ashton-Pritting, Director of University Libraries at the University of Hartford welcomed 69 participants to this May 20 event.  Kendall Wiggin, Connecticut State Librarian, and David Whitehair, Senior Product Manager at OCLC, provided keynote presentations at this event, generously hosted by the University of Hartford Libraries. We also featured speakers from our member community, including:

  • Sally Grucan, Head of Cataloging at Wesleyan University
  • Joseph W. Scott, Music Catalog/Metadata Librarian at the University of Connecticut
  • Karen Ronald, Town Librarian, Fairfield Public Library

 

06 May 2011

Texas State University-San Marcos, San Marcos, TX

Joan Heath, Associate Vice President, Texas State University–San Marcos, welcomed more than 65 participants to this May 6 event, which was also generously hosted by Albert B. Alkek Library, Texas State University–San Marcos.  Stefanie Wittenbach, University Librarian at the brand new Texas A&M–San Antonio library, delivered the keynote, followed by several OCLC and member representatives, who discussed workflow efficiencies and cataloging challenges:

  • Glenn Patton, Director, WorldCat Quality Management, OCLC
  • Elaine Sanchez, Head Cataloging Librarian, and Paivi Rentz, Head Acquisitions Librarian, Texas State University–San Marcos
  • Richard Hasenyager, Director for Library Services, North East Independent School District, San Antonio
  • Jee-Hyun Davis, Head Librarian, Cataloging & Metadata Services, University of Texas at Austin

05 May 2011

University of Texas at Dallas, Richardson, TX

Dr. Ellen Safley, Director of Libraries, University of Texas at Dallas kicked off this May 5 event by welcoming more than 60 participants. Stefanie Wittenbach, University Librarian at the brand new Texas A&M–San Antonio library, provided the opening keynote at this lively, interactive OCLC member event, generously hosted by the McDermott Library at the University of Texas at Dallas. We also featured the following speakers from OCLC and our member community, who discussed workflow efficiencies:
  • Glenn Patton, Director, WorldCat Quality Management, OCLC
  • Debbie Montgomery, Head of Cataloging Team, University of Texas at Dallas 
  • Jennifer Gordon, Head of Electronic Resources Team, University of Texas at Dallas
  • Beth Walters, Head of Cataloging, Fort Worth Library
  • Shawne Miksa, University of North Texas College of Information provided the closing keynote on training the cataloger of the future

29 March 2011

Dr. Martin Luther King, Jr. Library, San José, CA

Carol Frost, Division Manager, Dr. Martin Luther King, Jr. Library and John Wenzler, Associate Dean for Digital Futures, Information Technology and Technical Services, San José State University, jointly welcomed 77 participants. Roy Tennant, OCLC Research, was the keynote at this lively, interactive session. Member panelists included:
  • Armanda Barone, Head of Original Cataloging at UC Berkeley
  • Lai-Ying Hsiung, Head of Technical Services, UC Santa Cruz
  • Sally Lancaster, Cataloging Manager, Alameda County Library

Karen Schneider, Director of the Cushing Library at Holy Names University, provided thoughtful closing remarks about handling change and making space for great ideas.

23 March 2011

Huntington Library, Art Collections and Botanical Gardens, San Marino, CA

David Zeidberg, Avery Director of the Library, Huntington Library, Art Collections and Botanical Gardens, opened the day's activities for 117 participants. Roy Tennant, OCLC Research, presented the keynote address on bibliographic metadata infrastructure. Member panelists included:

  • Laura Smart, Metadata Services Manager, Caltech Libraries
  • Helen Heinrich, Cataloging Coordinator, California State University, Northridge
  • Sharon Benamou, Hebraica/Judaica and Music Catalog Librarian, UCLA

Holly Tomren, Head of Monograph, Electronic Resources and Metadata Cataloging, UC Irvine, provided the closing keynote address, encouraging everyone to use reactive (patron-driven) catalog maintenance.

17 February 2011

Florida Southern College, Lakeland, FL

Randall MacDonald, Director of the Library and Senior Librarian at Florida Southern, welcomed 92 participants, and David Whitehair, Senior Product Manager, OCLC, talked about technical services workflows and the latest from recent conferences. Member panelists included:

  • Debbi Dinkins, Head of Technical Services, Stetson University
  • Karen Winkle, Catalog Management Librarian, Embry–Riddle Aeronautical University
  • Jeanne Piascik, Cataloging Librarian, University of Central Florida

10 January 2011

ALA Midwinter Conference, San Diego, CA

Karen Calhoun, Vice President, Metadata Services, OCLC, welcomed 55 participants to a session during the ALA Midwinter conference. This meeting included a keynote speaker (below) and lively roundtable discussions.

Catriona Cannon Assistant Director, Collections and Resource Description, Bodleian Libraries, University of Oxford, provided an informative keynote presentation. She shared data about two important projects underway at the Bodleian, which are evolving cataloging and collection management workflows.

02 December 2010

D.C. Public Library, Watha T. Daniel-Shaw Neighborhood Library, Washington, D.C.

Ginnie Cooper, Chief Librarian, D.C. Public Libraries, and Eric Riley, Branch Manager, Watha T. Daniel-Shaw Neighborhood Library welcomed 66 participants. Speakers included:

  • Christopher Cole, Associate Director for Technical Services at the National Agricultural Library, provided his informed perspective on RDA and the latest status on this new standard
  • Mary Alice Robinson, Senior Training Coordinator, OCLC, provided the latest OCLC tips and tricks for cataloging efficiently

09 November 2010

University of Washington, Seattle, WA and Chemeketa Communty College in Salem, OR via simulcast

Betsy Wilson, Dean of University of Washington Libraries, welcomed 90 participants at both her library and those participating via video simulcast at Chemeketa Community College in Salem, OR. Rick Newell, Senior Training Coordinator, OCLC provided the latest OCLC tips and tricks for cataloging efficiently. A panel discussion, moderated by Steven Shadle, Serials Access Librarian, University of Washington Libraries, followed. Member panelists included:

  • Joe Kiegel, Head, Monographic Services, University of Washington Libraries
  • Felicia Uhden, Manager, Technical Services, The Seattle Public Library
  • Peggy Firman, Associate Director for Resource Management Services, University of Puget Sound

01 October 2010

Metropolitan Museum of Art, New York, NY

Over 60 participants started their day listening to Ken Soehner, Chief Librarian, Metropolitan Museum of Art, Thomas J. Watson Library, as he kicked off our inaugural session of "Cataloging Efficiencies that Make a Difference." Karen Calhoun, Vice President, Metadata Services, OCLC, shared the latest perspectives on metadata and cataloging trends. Member panelists included:
  • Daniel Starr, Associate Chief Librarian, Metropolitan Museum of Art, Thomas J. Watson Library
  • Andrea Puccio, Senior Library Associate, Metropolitan Museum of Art, Thomas J. Watson Library
  • NJ Wolfe, Library Director, Fashion Institute of Technology Library

Mary Alice Robinson, Senior Training Coordinator, OCLC, provided the latest tips and tricks for OCLC cataloging efficiencies.