[CODE4LIB] ALCTS Technical Services Workflow Efficiency Interest Group meeting at 2016 ALA Annual

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

Please join the ALCTS Technical Services Workflow Efficiency Interest Group 
(TSWEIG) at the 2016 ALA Annual Conference in Orlando, Florida.

Time: Monday, June 27, 2016, 1:00 p.m. - 2:30 p.m.
Place: Orange County Convention Center, Room W103A

Achieving staff buy-in: A collaborative approach for workflow analysis
Amber Billey, Metadata Librarian, Columbia University Libraries; Jeanene Light, 
Collection Development Librarian, Dana Medical Library, University of Vermont; 
Donna O'Malley, Systems and Digital Projects Librarian, Dana Medical Library, 
University of Vermont

Three developments in the provision of technical services at the University of 
Vermont Libraries united to prompt a thorough workflow review. While the loss 
of technical services librarians and staff finally triggered this examination, 
the growing challenges of e-resources management and the lingering effects of a 
partial merger of technical services functions within the libraries also led to 
a sense of urgency. The Dean of University Libraries charged a task force in 
spring 2014 to "understand and evaluate acquisitions and resource description 
processes across University Libraries."
This cross-library task force conducted a literature review, interviewed each 
person in the library who performed any form of technical services work, held 
focus groups, and conducted a survey. The resulting qualitative data was used 
to develop themes: collection development and management, project management, 
electronic resources, cataloging, and serials. As a result of the work of the 
task force, the University of Vermont Libraries identified necessary changes in 
hiring, outsourcing, documentation, and communication.



Using Process Mapping to Analyze and Improve Workflows in Technical Services

Christine K. Dulaney, Director of Technical Services, American University 
Library



As part of an initiative to increase productivity, the Technical Services 
Department at American University identified workflows which were considered 
potentially problematic or inefficient. Using the technique of Business Process 
Mapping (BPM), staff members were able to map out workflows and identify areas 
of inefficiency or processes which lacked appropriate oversight. BPM is a 
visualization technique which creates a map of an activity which focuses on 
what people do and defines the key processes. The process map uses symbols to 
designate steps within a process and directed arrows to represent a process 
flow. Functional roles which are associated with a part of the process are 
marked with functional bands. Once a process is mapped out and analyzed, 
improvement opportunities become quickly identified. In this presentation, I 
will describe the project and its goals, the fundamentals of process mapping, 
how we used this technique, and how the process maps revealed problems in our 
workflows and procedures. As a result, we implemented changes which resulted in 
improved efficiency for processing resources as well as paying invoices.



BIBFRAME and the Technical Services Manager: What Can I do now?
Roman S. Panchyshyn, Catalog Librarian, Kent State University Libraries

The projected implementation of BIBFRAME and linked data systems has the 
potential to radically alter staffing and workflows in technical services 
departments. Technical services managers must prepare themselves to manage and 
implement these changes. However, no one is certain yet just what these changes 
will be and what kind of timeframe will be involved.

The presentation will focus on education and training as part of the 
preparation process. Managers must have conceptual knowledge of linked data 
concepts. They need to manage training for themselves and for staff. Managers 
also need to familiarize themselves with the pilot projects currently underway 
with BIBFRAME. They need to investigate what tools are available for 
experimentation and identify which vendors are active in this area. Managers 
need to start asking hard questions about the value of the work their 
departments will be performing in the future. The goal of this presentation 
will be to help managers think about how to best position their departments so 
that they continue to play an important role in the success of the library.

Cataloging Special Collections Materials: Methods and Strategies for Technical 
Services
Linda Isaac, Special Collections Cataloging and Metadata Librarian, University 
of Miami Libraries

Many institutions are still under severe budget cuts, which means many staff 
members and librarians in technical services are often tasked with performing 
work in unfamiliar areas (e.g., cataloging special collections materials). 
Special collections materials come with many challenges, but there are ways to 
meet these challenges by putting proper documentations in place for training 
purposes and managing multiple projec

[CODE4LIB] ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

Please join the ALCTS Technical Services Workflow Efficiency Interest Group 
(TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA.

Time: Monday, January 11, 2016, 1:00 p.m. - 2:30 p.m.
Place: Boston Convention and Exhibition Center, Room 103

Streamlining ETD Processing at the University of Iowa Libraries using Trello 
Board
Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

The ETD processing at University of Iowa Libraries is a complex workflow 
requiring project management, collaboration with project stakeholders within 
the Cataloging and Metadata department and other departments in Digital 
Publishing and Preservation. The digital scholarship librarian receives XML and 
PDF files from ProQuest and the Preservation Metadata Librarian copies these 
files into an archive for digital preservation. Another copy of the files are 
generated for the Cataloging and Metadata department to process the ETDs for 
the Iowa Research Online (IRO) institutional repository and OCLC Connexion. 
This presentation will describe the workflows and collaboration of ETD 
processing at the University of Iowa Libraries, and the implementation of 
Trello Board for tracking the ETD workflow.

>From Excel ETD Metadata to MARC Bib and NACO Records in  4 8 12 easy steps!

Steven W. Holloway, Metadata Librarian, James Madison University
At JMU the library receives ETD metadata from our institutional repository as 
bulk Excel files.  A combination of open source and home-grown XSLTs permit us 
to generate complete MARCXML RDA bibliographic records that we export to OCLC 
after minor editing, to which subject headings are assigned at a later point.  
We also create NACO records for the dissertants, based on our asking the right 
questions in the ETD submission form, and use XSLT transformations for this as 
well. The XML files are stored and edited in an eXist-db (native XML database) 
instance set up as a web service.  There are several steps in the workflow but 
the system is scaled to accommodate many hundreds of ETD submissions at a time, 
and can be adapted for any spreadsheet-based metadata amenable to 
transformation into MARC or BIBFRAME formats.

Catalog ALL THE THINGS: Leveraging Automation to Catalog a Massive Audio-Visual 
Collection

Lucas Mak, Metadata and Catalog Librarian; Autumn Faulkner, Head of Copy 
Cataloging; and Joshua Barton, Head of Cataloging and Metadata Services & 
Assistant Head of Technical Services, Michigan State University Libraries


Michigan State University Libraries (MSUL) recently received a gift of more 
than 800,000 titles of sound and video recordings. Even though a minimal set of 
metadata was provided by the donor, the sheer quantity still posed an 
unprecedented challenge for cataloging. However, with the help of scripting and 
APIs for various online metadata sources, MSUL was able to catalog and make the 
collection available for circulation six months after the receipt of this gift. 
This presentation will discuss the design and execution of this automated 
workflow, limitations, unintentional consequences, responses to resulting 
problems, and follow-up record enrichment plans, as well as what we might do 
differently if we had the chance.

>From MODS to OCLC through the WorldCat Metadata API
Shaun Akhtar, Metadata Librarian, Dartmouth College Library

The Dartmouth College Library's MODS repository is its primary metadata source 
for local digital collections and items. The library wants to incorporate the 
original cataloging done in MODS for both legacy and new digital projects into 
WorldCat, in order to expose the metadata for the library's unique resources on 
a global platform and establish OCLC record identifiers for local and external 
use. OCLC's WorldCat Metadata API presented a new opportunity to effectively 
meet this need. The library has developed a command-line batch processing tool 
that uses the Metadata API to create and update records using MODS-derived 
MARCXML. This presentation will explore the details of our workflow, how the 
tool has been developed to support our use cases, and what we've learned about 
the API so far. The tool is currently being piloted at Dartmouth to create 
master records in WorldCat for digital dissertations and archival posters. Its 
use may be expanded to a variety of other WorldCat-connected cataloging 
workflows for local collections. Written in Ruby, it provides detailed logging 
and reporting capabilities, and builds on code previously released by the OCLC 
Developer Network and Terry Reese.


Annie and Hayley

Co-chairs TSWEIG

Margaret "Annie" Glerum
Head of Complex Cataloging
Department of Cataloging & Description
Division of Special Collections & Archives
Florida State University Libraries
850-644-4839
agle...@fsu.edu

Heylicken Moreno
Resource Description Coordinator
University of Houston Libraries
11

Re: [CODE4LIB] ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA

[Glerum, Margaret]

Correction: The fourth presenter's name was inverted. It is Shaun Akhtar not 
Akhtar Shaun.

From: Glerum, Margaret
Sent: Tuesday, December 01, 2015 9:31 AM
To: 'CODE4LIB@LISTSERV.ND.EDU' 
Subject: ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) 
at the 2016 ALA Midwinter Meeting in Boston, MA

This message has been sent out to multiple lists. Please excuse any duplication.

Please join the ALCTS Technical Services Workflow Efficiency Interest Group 
(TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA.

Time: Monday, January 11, 2016, 1:00 p.m. - 2:30 p.m.
Place: Boston Convention and Exhibition Center, Room 103

Streamlining ETD Processing at the University of Iowa Libraries using Trello 
Board
Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

The ETD processing at University of Iowa Libraries is a complex workflow 
requiring project management, collaboration with project stakeholders within 
the Cataloging and Metadata department and other departments in Digital 
Publishing and Preservation. The digital scholarship librarian receives XML and 
PDF files from ProQuest and the Preservation Metadata Librarian copies these 
files into an archive for digital preservation. Another copy of the files are 
generated for the Cataloging and Metadata department to process the ETDs for 
the Iowa Research Online (IRO) institutional repository and OCLC Connexion. 
This presentation will describe the workflows and collaboration of ETD 
processing at the University of Iowa Libraries, and the implementation of 
Trello Board for tracking the ETD workflow.

>From Excel ETD Metadata to MARC Bib and NACO Records in  4 8 12 easy steps!

Steven W. Holloway, Metadata Librarian, James Madison University
At JMU the library receives ETD metadata from our institutional repository as 
bulk Excel files.  A combination of open source and home-grown XSLTs permit us 
to generate complete MARCXML RDA bibliographic records that we export to OCLC 
after minor editing, to which subject headings are assigned at a later point.  
We also create NACO records for the dissertants, based on our asking the right 
questions in the ETD submission form, and use XSLT transformations for this as 
well. The XML files are stored and edited in an eXist-db (native XML database) 
instance set up as a web service.  There are several steps in the workflow but 
the system is scaled to accommodate many hundreds of ETD submissions at a time, 
and can be adapted for any spreadsheet-based metadata amenable to 
transformation into MARC or BIBFRAME formats.

Catalog ALL THE THINGS: Leveraging Automation to Catalog a Massive Audio-Visual 
Collection

Lucas Mak, Metadata and Catalog Librarian; Autumn Faulkner, Head of Copy 
Cataloging; and Joshua Barton, Head of Cataloging and Metadata Services & 
Assistant Head of Technical Services, Michigan State University Libraries


Michigan State University Libraries (MSUL) recently received a gift of more 
than 800,000 titles of sound and video recordings. Even though a minimal set of 
metadata was provided by the donor, the sheer quantity still posed an 
unprecedented challenge for cataloging. However, with the help of scripting and 
APIs for various online metadata sources, MSUL was able to catalog and make the 
collection available for circulation six months after the receipt of this gift. 
This presentation will discuss the design and execution of this automated 
workflow, limitations, unintentional consequences, responses to resulting 
problems, and follow-up record enrichment plans, as well as what we might do 
differently if we had the chance.

>From MODS to OCLC through the WorldCat Metadata API
Akhtar Shaun, Metadata Librarian, Dartmouth College Library

The Dartmouth College Library's MODS repository is its primary metadata source 
for local digital collections and items. The library wants to incorporate the 
original cataloging done in MODS for both legacy and new digital projects into 
WorldCat, in order to expose the metadata for the library's unique resources on 
a global platform and establish OCLC record identifiers for local and external 
use. OCLC's WorldCat Metadata API presented a new opportunity to effectively 
meet this need. The library has developed a command-line batch processing tool 
that uses the Metadata API to create and update records using MODS-derived 
MARCXML. This presentation will explore the details of our workflow, how the 
tool has been developed to support our use cases, and what we've learned about 
the API so far. The tool is currently being piloted at Dartmouth to create 
master records in WorldCat for digital dissertations and archival posters. Its 
use may be expanded to a variety of other WorldCat-connected cataloging 
workflows for local collections. Written in Ruby, it provides detailed logging 
and reporting capabilities, and builds on code previously released by the OCLC 
Developer Ne

[CODE4LIB] ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

Please join the ALCTS Technical Services Workflow Efficiency Interest Group 
(TSWEIG) at the 2016 ALA Midwinter Meeting in Boston, MA.

Time: Monday, January 11, 2016, 1:00 p.m. - 2:30 p.m.
Place: Boston Convention and Exhibition Center, Room 103

Streamlining ETD Processing at the University of Iowa Libraries using Trello 
Board
Amanda Z. Xu, Metadata Analyst Librarian, University of Iowa Libraries

The ETD processing at University of Iowa Libraries is a complex workflow 
requiring project management, collaboration with project stakeholders within 
the Cataloging and Metadata department and other departments in Digital 
Publishing and Preservation. The digital scholarship librarian receives XML and 
PDF files from ProQuest and the Preservation Metadata Librarian copies these 
files into an archive for digital preservation. Another copy of the files are 
generated for the Cataloging and Metadata department to process the ETDs for 
the Iowa Research Online (IRO) institutional repository and OCLC Connexion. 
This presentation will describe the workflows and collaboration of ETD 
processing at the University of Iowa Libraries, and the implementation of 
Trello Board for tracking the ETD workflow.

>From Excel ETD Metadata to MARC Bib and NACO Records in  4 8 12 easy steps!

Steven W. Holloway, Metadata Librarian, James Madison University
At JMU the library receives ETD metadata from our institutional repository as 
bulk Excel files.  A combination of open source and home-grown XSLTs permit us 
to generate complete MARCXML RDA bibliographic records that we export to OCLC 
after minor editing, to which subject headings are assigned at a later point.  
We also create NACO records for the dissertants, based on our asking the right 
questions in the ETD submission form, and use XSLT transformations for this as 
well. The XML files are stored and edited in an eXist-db (native XML database) 
instance set up as a web service.  There are several steps in the workflow but 
the system is scaled to accommodate many hundreds of ETD submissions at a time, 
and can be adapted for any spreadsheet-based metadata amenable to 
transformation into MARC or BIBFRAME formats.

Catalog ALL THE THINGS: Leveraging Automation to Catalog a Massive Audio-Visual 
Collection

Lucas Mak, Metadata and Catalog Librarian; Autumn Faulkner, Head of Copy 
Cataloging; and Joshua Barton, Head of Cataloging and Metadata Services & 
Assistant Head of Technical Services, Michigan State University Libraries


Michigan State University Libraries (MSUL) recently received a gift of more 
than 800,000 titles of sound and video recordings. Even though a minimal set of 
metadata was provided by the donor, the sheer quantity still posed an 
unprecedented challenge for cataloging. However, with the help of scripting and 
APIs for various online metadata sources, MSUL was able to catalog and make the 
collection available for circulation six months after the receipt of this gift. 
This presentation will discuss the design and execution of this automated 
workflow, limitations, unintentional consequences, responses to resulting 
problems, and follow-up record enrichment plans, as well as what we might do 
differently if we had the chance.

>From MODS to OCLC through the WorldCat Metadata API
Akhtar Shaun, Metadata Librarian, Dartmouth College Library

The Dartmouth College Library's MODS repository is its primary metadata source 
for local digital collections and items. The library wants to incorporate the 
original cataloging done in MODS for both legacy and new digital projects into 
WorldCat, in order to expose the metadata for the library's unique resources on 
a global platform and establish OCLC record identifiers for local and external 
use. OCLC's WorldCat Metadata API presented a new opportunity to effectively 
meet this need. The library has developed a command-line batch processing tool 
that uses the Metadata API to create and update records using MODS-derived 
MARCXML. This presentation will explore the details of our workflow, how the 
tool has been developed to support our use cases, and what we've learned about 
the API so far. The tool is currently being piloted at Dartmouth to create 
master records in WorldCat for digital dissertations and archival posters. Its 
use may be expanded to a variety of other WorldCat-connected cataloging 
workflows for local collections. Written in Ruby, it provides detailed logging 
and reporting capabilities, and builds on code previously released by the OCLC 
Developer Network and Terry Reese.


Annie and Hayley

Co-chairs TSWEIG

Margaret "Annie" Glerum
Head of Complex Cataloging
Department of Cataloging & Description
Division of Special Collections & Archives
Florida State University Libraries
850-644-4839
agle...@fsu.edu

Heylicken Moreno
Resource Description Coordinator
University of Houston Libraries
11

[CODE4LIB] 2nd Call for proposals: ALCTS Technical Services Workflow Efficiency Interest Group

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.
Reminder: The deadline for proposals is Monday, November 16!

The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) 
invites proposals for presentations or topics of discussion at its 2016 ALA 
Midwinter meeting in Boston. The meeting will be held on Monday, January 11th, 
from 1:00-2:30 PM.



TSWEIG's charge is to provide a forum to exchange information and discuss 
techniques in workflows associated with the evaluation, selection, acquisition, 
and discovery of library resources. Possible presentation and discussion topics 
include, but are not limited to:



-Streamlining workflows

-Project management

-Workflow collaboration between departments

-Training personnel

-Use of technology to improve workflows

Presentation or discussion proposals should include:

-Title

-A brief (300 words or less) summary of the topic

-Amount of time needed to present or discuss topic

-Name(s), position(s) title(s), and email address(es) of presenter(s)


Please email proposals or discussion topics by Monday, November 16 to Annie 
Glerum (agle...@fsu.edu) and Hayley Moreno 
(hmore...@uh.edu). Proposals should not be sent in 
reply to this listserv.

We look forward to hearing from you!

Annie and Hayley

Co-chairs:
Annie Glerum
Head of Complex Cataloging
Florida State University
agle...@fsu.edu

Heylicken (Hayley) Moreno
Resource Description Coordinator
University of Houston Libraries
hmore...@uh.edu

[CODE4LIB] Call for proposals: ALCTS Technical Services Workflow Efficiency Interest Group

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.


The ALCTS Technical Services Workflow Efficiency Interest Group (TSWEIG) 
invites proposals for presentations or topics of discussion at its 2016 ALA 
Midwinter meeting in Boston. The meeting will be held on Monday, January 11th, 
from 1:00-2:30 PM.



TSWEIG's charge is to provide a forum to exchange information and discuss 
techniques in workflows associated with the evaluation, selection, acquisition, 
and discovery of library resources. Possible presentation and discussion topics 
include, but are not limited to:



-Streamlining workflows

-Project management

-Workflow collaboration between departments

-Training personnel

-Use of technology to improve workflows

Presentation or discussion proposals should include:

-Title

-A brief (300 words or less) summary of the topic

-Amount of time needed to present or discuss topic

-Name(s), position(s) title(s), and email address(es) of presenter(s)


Please email proposals or discussion topics by Monday, November 16 to Annie 
Glerum (agle...@fsu.edu) and Hayley Moreno 
(hmore...@uh.edu). Proposals should not be sent in 
reply to this listserv.

We look forward to hearing from you!

Annie and Hayley

Co-chairs:
Annie Glerum
Head of Complex Cataloging
Florida State University
agle...@fsu.edu

Heylicken (Hayley) Moreno
Resource Description Coordinator
University of Houston Libraries
hmore...@uh.edu

[CODE4LIB] ALCTS Technical Services Workflow Efficiency Interest Group at 2015 ALA Annual

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

Please join the ALCTS Technical Services Workflow Efficiency Interest Group at 
the 2015 ALA Annual Conference in San Francisco.

Time: Monday June 29, 2015, 1:00 p.m. - 2:30 p.m.
Place: Moscone Convention Center, 236-238 (S)


Add this event to your ALA Conference Schedule: 
http://alaac15.ala.org/node/29231

>From Spreadsheets to Systems: Acquiring New E-resources at MTSU
Beverly J. Geckle, Continuing Resources Librarian, Middle Tennessee State 
University

Keeping track of the early stages of e-resource acquisition, from request to 
access can be a challenge. Relying on emails, Word documents, spreadsheets and 
memories is fraught with problems. At Middle Tennessee State University (MTSU), 
information is now recorded in systems that can track statuses and issue 
automatic alerts to appropriate people. Systems can be accessed by various 
stakeholders simultaneously without version control issues. Requests are 
submitted via online forms (JotForms) and recorded in the ERMS (Serials 
Solutions Resource Manager). The university has implemented an online 
procurement system (SciQuest) which tracks orders through the procurement and 
contract approval processes. I would like to present a brief overview of these 
systems and how we use them to improve workflow.

Growing Pains: Migrating from a Locally Built ILS to a Vendor System
Pauline Rodriguez-Atkins, Manager, Cataloging and Interlibrary Loan, 
Metropolitan Library System, Oklahoma City

In September 2014, Metropolitan Library System, Oklahoma City, migrated from a 
locally designed ILS to a vendor system. The local ILS had been used in some 
form for almost 30 years. The ILS and technical services operations were 
intertwined: some ILS features were designed to accommodate technical services 
workflow, and vice versa.  Although the vendor ILS contains some of the local 
system's design features, technical services workflows have required 
significant redesign and/or restructuring.

I will discuss the changes that were made and the reasoning behind them, 
including: The history leading up to the new ILS, Metropolitan's unique 
technical services operations, how the need for new workflows was determined, 
how new workflows were designed, what works and doesn't, and the challenges and 
opportunities associated with the changes.

Goal:  Acquaint attendees with ideas regarding the how and why of redesigning 
technical services workflows, including thinking "outside the box."

Objectives: Attendees will learn ideas for evaluating workflows, new ways to 
think about designing workflows and to use technology in technical services, 
and will also enjoy hearing Metropolitan's story.


Shapeshift:  Leveraging Institutional Re-organization to Integrate Technical 
Services Units and Promote Innovation in Metadata Services
Ivey Glendon, Manager, Metadata Analysis & Design, Collections Access & 
Discovery, University of Virginia Library

At the University of Virginia Library, a library-wide re-organization of 
departments and services has provided technical services units the opportunity 
to evaluate staffing allocations and services focused on acquisition, 
description, and discovery of library materials. This presentation will focus 
on how the University of Virginia Library has integrated Special Collections 
and non-Special Collections technical service units, re-imagined acquisitions 
functions, and created new units focused on MARC and non-MARC metadata creation 
as well as metadata analysis and design.  Though nascent, these changes have 
already enabled the metadata services units to expand their missions within the 
library, confront processing backlogs (particularly in the area of legacy 
finding aids), and prepare for significant education and cross-training among 
units to achieve newly-defined shared goals.

Take Two! Revamping Collection Development Workflow for Streaming Video 
Collections
Mary Wahl, Digital Services Librarian, California State University, Northridge
Christina Mayberry, Collection Development Coordinator, California State 
University, Northridge

At our large academic library, it was determined that current video streaming 
activity needed to be reconsidered and that a decision tree for incoming video 
requests needed to be created. In fall 2014, a Video Streaming Decision Tree 
Committee was formed with librarians and staff from various units within the 
Library including Collection Development, Acquisitions, and Music & Media. The 
Committee created a detailed decision tree that accounts for the complexities 
of streaming media, as well as a corresponding worksheet to record the decision 
process and a new online form for submitting video requests. The new decision 
tree, worksheet and online form were put into practice in the spring 2015 
semester. This presentation will discuss the Committee's process in creating 
the workflow and documents. The Committ

Re: [CODE4LIB] XSLT Advice

[Glerum, Margaret]

After wrapping the entire sequence with , perhaps another option is to 
wrap the entire "dc.publication fields to dc.identifier" in a for-each for  
doc:element[@name='publication'], create string variables for the values 
instead of using  so you can use concat(), then nest if-then-else for 
these scenarios:

If the volume element is not equal to empty then...
If the issue element is not equal to empty then return "publication 
name" Vol. "publication volume" Issue "publication issue"
Else (if the issue element is equal to empty)  return "publication 
name" Vol. "publication volume"
Else (if the volume element is equal to empty)...
If the issue element is not equal to empty then return "publication 
name" Issue "publication issue"
Else (if the issue element is equal to empty)  return "publication 
name" Vol.

I don't have the source metadata to test this, but hopefully this is enough to 
get the idea.





















Hope this helps,
Annie


Margaret “Annie” Glerum
Head of Complex Cataloging
Department of Cataloging & Description
Division of Special Collections & Archives
Florida State University Libraries
850-644-4839
agle...@fsu.edu




-Original Message-
From: Code for Libraries [mailto:CODE4LIB@LISTSERV.ND.EDU] On Behalf Of Ethan 
Gruber
Sent: Tuesday, June 02, 2015 3:44 PM
To: CODE4LIB@LISTSERV.ND.EDU
Subject: Re: [CODE4LIB] XSLT Advice

You really just need to wrap the label in the xsl:text and the xsl:value of in 
an xsl:if that tests whether the value-of XPath returns a string.




 Vol. 



 Issue 



If there's no name at all, you'd want to wrap an xsl:if around the 
dc:identifier so that you suppress an empty dc:identifier element.

On Tue, Jun 2, 2015 at 3:34 PM, Matt Sherman 
wrote:

> Cool.  I talked to Ron via phone so I am getting a better picture, but 
> I am still happy to take more insights.
>
> So the larger context.  I inherited a DSpace instance with three 
> custom metadata fields which actually have some useful publication 
> information, though they improperly titled them in by associating them 
> with a dc prefix but there were two many to fix quickly and they 
> haven't broken DSpace yet so we continue.  So I added to the XSL to 
> pull the data within the the custom fields to display "publication 
> name" Vol. "publication volume" Issue "publication issue".  That 
> worked really well until I realized that there was no conditional so 
> even when the fields are empty I still get: Vol.
> Issue
>
> So here are the Custom Metadata fields:
>
> dc.publication.issue
> dc.publication.name
> dc.publication.volume
>
>
> Here is the customized XSLT, with dc.identifier added for context of 
> what the rest of the sheet looks like.
>
> 
> 
> select="doc:metadata/doc:element[@name='dc']/doc:element[@name='identifier']/doc:element/doc:field[@name='value']">
> 
> 
>
> 
>  select="doc:metadata/doc:element[@name='dc']/doc:element[@name='identifier']/doc:element/doc:element/doc:field[@name='value']">
>  /> 
>
>  
> 
> select="doc:metadata/doc:element[@name='dc']/doc:element[@name='public
> ation']/doc:element[@name='name']/doc:element/doc:field[@name='value']
> "/>
> Vol. 
> select="doc:metadata/doc:element[@name='dc']/doc:element[@name='public
> ation']/doc:element[@name='volume']/doc:element/doc:field[@name='value
> ']"/>
> Issue 
> select="doc:metadata/doc:element[@name='dc']/doc:element[@name='public
> ation']/doc:element[@name='issue']/doc:element/doc:field[@name='value'
> ]"/>
>
>
> Ron suggested that using choose and when and that does seem to make 
> the most sense.  The other trickiness is that I have found that some 
> of these fields as filled when others are blank, such as their being a 
> volume but not an issue.  So I need to figure out how to test multiple 
> fields so that I can have it display differently dependent on what has 
> data or not at all none of the fields are filled, which is the case in 
> items such as posters.
>
> So any thoughts would help.  Thanks.
>
> On Tue, Jun 2, 2015 at 2:50 PM, Wick, Ryan 
> wrote:
> > I agree with Stuart, post the example here.
> >
> > Or if you want more real-time chat there's always #code4lib IRC.
> >
> > For an XSLT resource, Dave Pawson's site is great:
> http://www.dpawson.co.uk/xsl/sect2/sect21.html
> >
> > Ryan Wick
> >
> > -Original Message-
> > From: Code for Libraries [mailto:CODE4LIB@LISTSERV.ND.EDU] On Behalf 
> > Of
> Stuart A. Yeates
> > Sent: Tuesday, June 02, 2015 11:46 AM
> > To: CODE4LIB@LISTSERV.ND.EDU
> > Subject: Re: [CODE4LIB] XSLT Advice
> >
> > There are a number of experienced xslt'ers here. Post your example 
> > to
> the group so we can all learn.
> >
> > Cheers

[CODE4LIB] Coding for Efficiencies in Cataloging and Metadata: an ALCTS preconference in San Francisco

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.
Coding for Efficiencies in Cataloging and Metadata: an ALCTS preconference in 
San Francisco
CHICAGO - On Thursday, June 25, at the 2015 ALA Annual Conference, the 
Association for Library Collections and Technical Services (ALCTS) brings you 
"Coding for Efficiencies in Cataloging and Metadata: Practical Applications of 
XML, XSLT, XQuery, and PyMarc for Library Data."  This all day preconference, 
8:30 a.m. - 4:30 p.m., provides concrete examples and hands-on exercises for 
practical applications of coding with library data.   Register through the 2015 
ALA Annual Conference website. The price is:  $219 for ALCTS members (use 
special code ALCTS2015); $269 ALA for members, $319 for non-members.  Event 
Code: ALC2. Advance registration ends June 19.
Session topics include:

*  XML and XSLT for streamlining and scaling up metadata and cataloging 
workflows

*  RDF/XML for serializing MODS-RDF and BIBFRAME

*  XQuery for extracting, manipulating, and constructing library metadata

*  PyMARC for accessing and manipulating MARC records.

This preconference is intended for cataloging and metadata librarians or 
paraprofessionals and information science students having some familiarity with 
metadata creation and/or descriptive cataloging practices, and at least one or 
two formats such as MARC, Dublin Core, MODS, METS, or RDF. This preconference 
may also be useful for digital scholarship librarians and library technology 
staff. Sessions are oriented towards those who have some familiarity with the 
technologies covered, however it is not required.

Attendees are encouraged to bring a computer with XML-aware and Python software 
as well as questions for group discussion.  See the event 
page for complete instructions.

This preconference is presented by Timothy W. Cole, Mathematics and Digital 
Content Access Librarian, University Library; Myung-Ja ("MJ") Han, Metadata 
Librarian, University Library, University of Illinois at Urbana Champaign; 
Christine Schwartz, Metadata Librarian and XML Database Administrator, 
Princeton Theological Seminary Library; Heidi Frank, Electronic Resources & 
Special Formats Cataloging Librarian, New York University Libraries, Knowledge 
Access & Resources Management Services.

For questions, contact Julie Reese in the ALCTS Office at 
jre...@ala.org or 1-800-545-2433, ext. 5034.

This preconference was developed by the ALCTS Technical Services Workflows 
Efficiency Interest Group
and is cosponsored by the LITA Program Planning Committee and Online 
Audiovisual Catalogers, Inc. (OLAC).

See the ALCTS conference web site for 
information about other ALCTS events, including preconferences on best 
practices for cataloging videos, real world linked data, cataloging special 
formats for children's materials, and challenges with managing streaming media 
for academic libraries.

ALCTS is a division of the American Library Association.

[CODE4LIB] ALA Annual 2015 Call for Proposals - ALCTS Technical Services Workflow Efficiency Interest Group

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.


The Technical Services Workflow Efficiency Interest Group (TSWEIG) invites 
proposals for presentations and/or discussion points for ALA's 2015 Annual 
Meeting in San Francisco. The group will be meeting Monday, June 29, 2015 from 
1:00-2:30 PM.



TSWEIG's charge is to provide a forum to exchange information and discuss 
techniques, new developments, problems, and technological advances, and 
emerging trends in the workflows associated with the evaluation, selection, 
acquisition, and discovery of library materials and resources.



If you or any of your colleagues are interested in discussing creative ways 
that Technical Services departments have made efficiency changes and/or 
implemented new services, submit your discussion topics and/or a proposal!



Please email your proposal and ideas directly to Michael Winecoff and Annie 
Glerum (not the listserv) by Tuesday, April 15, 2015.

Thanks,

Annie and Michael


Annie Glerum
Head of Complex Cataloging
Florida State University
agle...@fsu.edu

Michael Winecoff
Associate University Librarian for Technical Services
University of North Carolina at Charlotte
mkwin...@uncc.edu

[CODE4LIB] ALA Midwinter--ALCTS Technical Services Workflow Efficiency Interest Group Meeting

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

Please join us for the meeting of the ALCTS Technical Services Workflow 
Efficiency Interest Group meeting at ALA Midwinter 2015.


Date: Monday, February 2

Time: 1:00-2:30 p.m.

Location: McCormick Place West, Room W176a

The Technical Services Workflow Efficiency Interest Group will be discussing 
best practices for streamlining workflows for technical services functions and 
staffing. In addition to the topics below, discussion points include adjusting 
workflows as staff increase their credentials and exploring efficiencies for 
tracking workflows with online tools.

“Taking the First Step towards Change; A Workflow Analysis of the Cataloging 
Functions at the University of Houston Libraries,” presented by Heylicken 
"Hayley" Moreno.
Institutional practices are sometimes put in place for historical reasons. 
Sometimes libraries do not even know why certain procedures are performed in a 
specific manner. With this in mind, it is important that librarians review 
current practices at their institutions. One of the first steps a librarian 
should take when analyzing their department’s functions is to perform a 
workflow analysis. A workflow analysis reviews procedures, identifies 
inefficiencies, and recommends the adoption of new practices. Performing such 
analysis can help streamline processes by making them more efficient and 
cohesive. In this presentation, participants will learn the various steps in 
workflow analysis and how these steps were applied to the Resource Description 
Unit’s workflow at the University of Houston Libraries.

“Who Catalogs What?: A Virtual Workflow for Cataloging Electronic Theses & 
Dissertations,” presented by Joshua Barton & Lucas Mak.
Managing in-house cataloging of electronic resources requires procedures 
different from existing print-based workflows. A particular challenge is the 
absence of any physical queue to drive the work. Michigan State University 
Libraries has devised a workflow for the institution’s electronic theses and 
dissertations (ETDs) that is independent of any workflows for the ETDs’ print 
counterparts, leveraging automation and cataloger expertise. We will review 
challenges and efficiencies in the steps, which include repurposing ETD 
metadata supplied by ETD authors and ProQuest, programmatically creating brief 
records via XML/XSLT in a local Fedora repository and the local ILS, enhancing 
brief records in the ILS by original catalogers using Google Sheets as a 
real-time, virtual workflow management tool, and the uptake of 
cataloger-enhanced metadata into the Fedora repository.

“Linking E-Resources Management and Metadata Works,” presented by Sherab Chen.
In a recent librarians conference focusing on e-resources management, I heard 
the buzz words of “ERM replacing cataloging.” This raised the question of what 
exactly an E-Resources Metadata Librarian’s role is in providing access and 
enhancing discovery of e-resources provided in today’s academic libraries. In 
my presentation, I would like to share some of our experiments in designing a 
more effective workflow that chains up with Acquisition and Collection 
Management, and strategies on transfer staff expertise from senior to new 
members. I will talk about how to motivate staff for stewardship in day-to-day 
works and projects. And I would be most interested in exchanging ideas with 
colleagues from other institutions in their undertakings and thinking.

“Expanding Technicians’ Work Within and Beyond the ILS: ‘Whoever Has the 
Item/Information Completes the Work’,” presented by Betty Landesman.
Silos are not limited to big departments.  When I started at University of 
Baltimore in July 2012, the two technical services technicians did either 
acquisitions or copy cataloging/physical processing of new materials, but not 
both.  Their work was limited by system – if it wasn’t done in the ILS [for 
example, electronic resources management in Serials Solutions], someone else 
did it.  Following the principle of “whoever has the item/information completes 
the work”, technicians now add items to WorldCat Lists and create invoices for 
gifts as part of cataloging; do physical processing of materials as part of 
acquisitions; and maintain journal holdings in Serials Solutions and ebooks in 
SFX.  In addition, when the acquisitions technician left in July, the check-in 
and maintenance of our print journals and the entering and receiving of orders 
in the ILS passed to the other technician.  We are now advertising for a 
library technician, without functional distinction.

~~~
Annie and Michael
Co-chairs, Technical Services Workflow Efficiency Interest Group

Annie Glerum
Head of Complex Cataloging
Florida State University
agle...@fsu.edu

Michael Winecoff
Associate University Librarian for Technical Services
University of North Carolina at Charlotte
mkwinec...@uncc.edu

[CODE4LIB] Call for Proposals: ALCTS Technical Services Workflows Efficiency Interest Group

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

The ALCTS Technical Services Workflow Efficiency Interest Group invites 
proposals for presentations and/or ideas for discussion points for our meeting 
at ALA Midwinter 2015 in Chicago on Monday, February 2 from 1:00 to 2:30 p.m.

TSWEIG's charge is to provide a forum to discuss and analyze techniques, new 
developments, problems and technological advances in the workflows associated 
with the evaluation, selection, acquisition, and discovery of library materials 
and resources.

If you or any of your colleagues in departments performing technical services 
are interested in discussing creative ways for developing and implementing 
efficient workflows and processes, submit your proposal and/or discussion 
topics!

Please email your proposal (including the presentation title, a brief abstract, 
and the name, position, email address of the presenter) or your ideas for 
discussion to the interest group co-chairs by Monday, November 17, 2014.

We look forward to hearing from you!

Interest Group co-chairs,

Michael Winecoff
Associate University Librarian for Technical Services
University of North Carolina Charlotte
mkwin...@uncc.edu

Annie Glerum
Head of Complex Cataloging
Florida State University Libraries
agle...@fsu.edu

[CODE4LIB] ALA Annual 2014 Meeting Call for Proposals - ALCTS Technical Services Workflows Efficiency Interest Group

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.



The Technical Services Workflows Efficiency Interest Group invites proposals 
for presentations and/or discussion points for ALA's 2014 Annual Meeting in Las 
Vegas. The group will be meeting Monday, June 30 from 1:00 until 2:30 PM.



TSWEIG's charge is to provide a forum to discuss and analyze techniques, new 
developments, problems and technological advances in the workflows associated 
with the evaluation, selection, acquisition, and discovery of library materials 
and resources.



If you or any of your colleagues are interested in discussing creative ways 
that Technical Services Departments have made efficiency changes and/or 
implemented new services, submit your discussion topics and/or a proposal!



Please email your proposal and ideas to me by Tuesday, April 15, 2014.



-- Annie Glerum

Technical Services Workflows Efficiency Interest Group, Incoming co-chair


Margaret "Annie" Glerum
Head of Complex Cataloging
Department of Description & Cataloging
Division of Special Collections & Archives
Florida State University Libraries
850-644-4839
agle...@fsu.edu

[CODE4LIB] ALCTS CaMMS Technical Services Workflows Efficiency Interest Group meeting at ALA Midwinter 2014

[Glerum, Margaret]

This message has been sent out to multiple lists. Please excuse any duplication.

Please join us for a discussion of workflow efficiencies at the meeting of the 
ALCTS CaMMS Technical Services Workflows Efficiency Interest Group at ALA 
Midwinter 2014.

Topic: Workflow Efficiencies
Date:  Monday, January 27, 2014
Time: 1:00 AM-2:30 PM
Location: Pennsylvania Convention Center 202 B

Session one:
Title: Using MarcEdit and Excel to Identify Bibliographic Problems with 
Batchloaded Records
Presenter: Michael Winecoff, Associate University Librarian for Technical 
Services, UNC Charlotte
Synopsis: MARC records provided by vendors are often batchloaded without regard 
to checking for quality control.  These records could have unknown problems 
that would otherwise go undetected making them inaccessible. This session shows 
one way using MarcEdit and Excel to quickly pull out key fields and scan for 
issues.

Session two:
Title: Adding XSLT to the cataloger's toolbox: efficiencies for transforming 
and analyzing bibliographic data.
Presenter: Annie Glerum, Head of Complex Cataloging, Florida State University 
Libraries
Synopsis: MarcEdit is extremely handy for editing and analyzing MARC files, 
however another useful program that can be tossed to the cataloger's toolbox is 
EXtensible Stylesheet Language Transformations (XSLT). XSLT, which can be used 
in conjunction with MarcEdit, works with any XML-based metadata and can be 
customized for local needs. This introduction to XSLT covers metadata 
transformation to MARC21, quality control of vendor batch files, and XSLT code 
snippets.

Session three:
Title: A technology solution to process management: leveraging a Duke/IBM 
partnership
Presenter: Jacquie Samples, Head, Electronic Resources and Serials Cataloging 
Section, ERSM, Duke University Libraries
Synopsis: In the summer of 2013, a joint team involving the Duke University 
Libraries and IBM spent three months deploying and developing IBM's Business 
Process Manager application framework (BPM) in the Libraries, showcasing the 
application's capabilities by transforming the way the Duke University 
Libraries manage subscriptions to online databases.  The Libraries' successful 
collaboration with IBM and the BPM platform has become a foundational 
experience for developing a suite of workflow tools in the Libraries, one that 
will help transform other operational processes and improve the Libraries' 
quality of service in nearly every area. This presentation will describe the 
processes and problems that led up to this transformative project, will provide 
a brief overview of the BPM solution in action, and will discuss the broader 
potential of BPM as a process management solution for the Duke community.

Looking forward to seeing you there!

TS WEIG Chair
Michael Winecoff
Associate University Librarian for Technical Services
J. Murrey Atkins Library
UNC Charlotte
Charlotte, NC 28223
mkwin...@uncc.edu