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Friday, October 12, 2018

Washington College of Law
Claudio Grossman Hall
4300 Nebraska Ave. NW
Washington, D.C. 20016

(WiFi will be available)

Telling the Technical Services Story: Using Assessment & Data Visualization to Show Our Value

Speakers Meeting Schedule
PTPL Advisory Board - Slate of Candidates
Directions, Transportation, and Local Information

         This years annual meeting is generously sponsored
by the Washington College of Law


Rebecca Mugridge, Keynote Speaker
University at Albany, SUNY

Keynote: Advocating for Technical Services through Assessment

  Program description:

The assessment of technical services activities is often overlooked even though they have a great impact on the success of the library in serving its users. This presentation addresses a variety of qualitative assessment activities that can be useful in any technical services operation, large or small, and suggests ways in which assessment results can be used to advocate for technical services.

Brief Bio: 

Rebecca L. Mugridge is Dean of University Libraries at the University at Albany, State University of New York. Prior to this she was Associate Director for Technical Services and Library Systems. Her research interests include assessment, process improvement, and library management, primarily but not exclusively in technical services and information technology. She has held positions at the Pennsylvania State University, Yale University, Robert Morris University, and the University of Pittsburgh. Rebecca has a BA in history from Penn State, an MLS from the University of Pittsburgh, and an MBA from Robert Morris University.

 Gina Solares
University of San Francisco

Visualization as Sensemaking, or, Seeing the Forest and the Trees  


Program description: 

Efforts to demonstrate the value of technical services often lead to complicated descriptions of complex workflows and systems. At Gleeson Library, staff used a free online diagramming software to create a visual chart of acquisitions, cataloging, and systems infrastructure. Through this process, staff were able to clarify internal communications, highlight work dependencies, and justify budgetary needs. Creating even simple visualizations of technical services infrastructure can provide opportunities for organizational sensemaking and can be used to illustrate the stories we tell about our work.

Brief bio: 

Gina Solares is currently the Head of Cataloging and Metadata Management and the Interim Head of Library Systems at the University of San Francisco's Gleeson Library|Geschke Center.

 Jessica Schomberg
Minnesota State University, Mankato

We Rate Cats: How and Why We Assess Our Cataloging

Program description: 

This session will review methods and tools catalogers use to assess our work, based on published literature. As part of this, we will discuss how to choose methods or tools appropriate to your goals. We’ll conclude by discussing how our assessment decisions can support our professional and institutional values.

Brief bio: 

Jessica Schomberg became interested in cataloging in high school, after arguing with the public library cataloger about where the science fiction should be shelved. Jessica currently serves as the Media Cataloger and as the Library Services Department Chair at Minnesota State University, Mankato. Jessica’s educational background includes a MA in English: Teaching English as a Second Language from Minnesota State University, Mankato, and a MLIS from the University of Washington, Seattle.

Nina Servizzi
New York University

Reinventing the Cataloging Hold: Smarter Processing Through Data Integration

Program description: 

The need to address a rapidly growing cataloging backlog caused NYU Libraries to assess long standing workflows based on first in, first out processing queues. An analysis of statistical data within the technical service department identified several inefficiencies in the acquisitions-to- cataloging processing stream. Using the Libraries’ data warehouse to integrate local acquisitions and holdings data with bibliographic data from OCLC, new automated processes have been created to identify full cataloging as it becomes available, automatically overlay brief bibliographic records, and create pull list for items that can be removed from the cataloging hold. By improving the management of the hold, the new processes have increased cataloging resources available to meet the Libraries’ original cataloging needs.

Brief bio: 

Nina Servizzi is currently Associate Dean, Knowledge Access and Resource Management Services for the Division of Libraries, New York University, where she is responsible for technical services and data integration and analysis. She has been deeply involved in defining functional specifications for the Libraries' Data Warehouse since the project’s inception and oversees the team responsible for its design and development.

Meeting Schedule

Registration and Continental Breakfast
09:50-09:55   Welcome - Billie Jo Kaufman, Associate Dean for Library and Information Resources, Washington College of Law
09:55-10:00   Welcome and Speaker Introduction - Lynda Aldana, PTPL Chair
  Keynote Presentation - Rebecca Mugridge (including 15 min. Q&A)
11:00-12:00   Visualization as Sensemaking, or, Seeing the Forest and the Trees - Gina Solares (including 15 min. Q&A)
01:00-01:30   Business Meeting
  We Rate Cats: How and Why We Assess Our Cataloging - Jessica Schomberg (including 15 min. Q&A)
02:30-02:45   Break
02:40-03:45   Reinventing the Cataloging Hold: Smarter Processing Through Data Integration - Nina Servizzi (including 15 min. Q&A)
03:45-04:00   Business Meeting and Passing of the Gavel

PTPL Advisory Board
Slate of Candidates for 2018/2019 Term

Executive Committee
  Vice-Chair/Chair Elect            Secretary  
  Vera Clyburn
Library of Congress
  Aimee Plaisance
University of Maryland,
Baltimore County

Regional Representatives
  District of Columbia
  Maryland   Virginia  
      Christine K. Dulaney
American University

      LaDonna Pierce
Johns Hopkins University
      Mei Kiu Lo
University of Richmond

Kimberley Edwards
George Mason University

Directions, Transportation, and Local Information

Please see the following for directions to the Washington College of Law:

Visitor Parking Machine Instructions:

Parking machines are located inside each elevator lobby. Process MUST be completed upon arrival. 

1. Press Start. Enter plate/tag number. Press OK to continue.

2. Select 1 to: ‘Purchase New Ticket’

3. Select 2 for Daily parking. Enter 1 for number of days and press OK. Do not select hourly.

4. Select 1 for Yes when prompted for a guest code.

5. Enter Guest Code 817055 and press OK. (Receipt is for your records. Do not place in vehicle.)

Hotel recommendations:

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