The Effects of E-journal Management Tools and Services on Serials Cataloging

Abstract

E-journal management tools and services such as MARC record services, A-to-Z lists, and link resolvers are changing e-journal cataloging. This column explores these changes in the academic environment through interviews with ten librarians representing eight universities. Three areas of change in serials cataloging are explored: (1) changes to the MARC record, including how libraries are adding/creating MARC records for their catalogs, the number and type of MARC records being created and linking within MARC bibliographic and holdings records; (2) the manner in which serials catalogers are being informed of changes; and (3) the evolving role of the serials cataloger. Future trends and advice for evolving workflow practices conclude the discussion.     

Management of Electronic Serials in Academic Libraries: The Results of an Online Survey

Abstract

This article presents the results of an online survey of academic librarians conducted in 2011 on the topic of electronic serials management. Since online journals had by 2011 become a major part of academic library serials collections, a central objective of this survey was to explore whether this had led to any degree of standardization in online serials management procedures across academic libraries. The focus of the survey was generally on issues affecting technical services, specifically exploring the impact of electronic serials on collection development, library staffing, and serials management tools. The responses to the survey did not reflect any significant level of uniformity among these libraries in any of these areas, suggesting that libraries primarily take into account the needs of their own institutions when formulating procedures for managing online serials.     

54 40’ or Fight: Our 33rd State

Abstract

This article covers practical solutions to the problems of cataloging and classifying the majority of “graphic novels” with information on useful RDA changes. The author also discusses analytic serials cataloging, MARC fields, and field types with a list ranked by importance, classification information, and a sample procedure.     

Staffing the Modern Library: A How-To-Do-It Manual

Abstract

This column discusses the effects of real or perceived funding reductions on serials resources. The focus is on bibliographic instruction and cataloging aspects of “fee” versus “free” resources.     

The Future of Serials Cataloging,CONSER and the ISSN: Conversations from the Field

What does the future hold for the shape of serials to come and for cataloging these and other continuing resources? How should cataloging change to cope with still-unknown types of continuing resources? Will there still be a need for cataloging? For CONSER? For ISSN? How can libraries position themselves to partner with nonlibrary metadata creators in a future linked data environment? Four serials experts discuss these and other questions in a free-ranging conversation about the future of serials cataloging.     

Ongoing Serials Cataloging Training

Abstract

Cataloging requires constant continuing education. The recent changes to Anglo-American Cataloguing Rules (AACR2) Chapter 12 have necessitated widespread efforts to train and retrain serials catalogers. Serials cataloger librarians from the University of Pittsburgh, the University of Minnesota–Twin Cities, and the San Francisco Public Library describe their methods and the challenges of ongoing serials cataloging training. Serials Review 2003; 29:117–120.     

Me and My Shadow: Observation,Documentation, and Analysis of Serials and Electronic Resources Workflow

Abstract

Librarians in the Metadata & Cataloging Department at the North Carolina State University (NCSU) Libraries embarked on a comprehensive project to document and review the Libraries' serials and electronic resources workflow with the goals of introducing greater efficiency, clarity, and simplicity into processes across the serials unit and of increasing training opportunities for department-wide understanding of the serials lifecycle. This paper examines the method used to observe and collect information about serials and electronic resources work, the process of synthesizing that information into a graphical representation of the serials lifecycle, and the workflow analysis undertaken to introduce improved serials processes. The value of the project is demonstrated through a discussion of efforts for workflow education, analysis, and improvement at the NCSU Libraries directly instigated by review of the process documentation by technical services staff members.     

Building Bridges: Advocacy as a Tool for the Technical Services Professional

ABSTRACT

“The Sharpest Tool in the Shed” column seeks to introduce new systems and tools relating to scholarly publishing, serials, electronic resources, and more. This issue's column will focus on an important but often overlooked tool for anyone engaged in the work traditionally housed in technical services (TS)—advocacy for the work of technical services. This would include both advocacy regarding how technical services work supports the library's mission and the work in other divisions. How to make that work accessible for the novice to facilitate collaboration with other library departments is also discussed. As a serials catalog librarian at Michigan State University Libraries, I have worked to make advocacy a part of what I do and how I think about my work and the work of my colleagues. Locally, this has meant the development of a series of talks around TS expertise and projects to reach out to our colleagues about our work.     

Scoring the Quality of E-Serials MARC Records Using Java

ABSTRACT

In 2015, the University of Illinois at Urbana–Champaign (UIUC) adopted a policy of cataloging electronic serials in the online catalog to represent the Library's large electronic journal holdings. Historically there had been no consistent policy of cataloging e-serials at UIUC, so this decision also required retroactive cataloging of the Library's existing holdings. In order to add the more than 100,000 titles to which the library has access, batch searching and bulk loading records are necessary. This can be particularly challenging with serials records, due to bibliographic changes (such as title and publisher) and record duplication in OCLC WorldCat. This column describes a Java program, written by the author, which aids in selecting high-quality records from batch searches to be bulk loaded into the catalog. The program scores the quality of Machine-Readable Cataloging Record (MARC) records based on data in a select number of fields and discards records that fail to meet minimum criteria, such as correct format or language of cataloging. The program ultimately ensures that certain base criteria are met, while creating more efficiency in the process of bulk loading e-serials records.     

The Effects of E-journal Management Tools and Services on Serials Cataloging

E-journal management tools and services such as MARC record services, A-to-Z lists, and link resolvers are changing e-journal cataloging. This column explores these changes in the academic environment through interviews with ten librarians representing eight universities. Three areas of change in serials cataloging are explored: (1) changes to the MARC record, including how libraries are adding/creating MARC records for their catalogs, the number and type of MARC records being created and linking within MARC bibliographic and holdings records; (2) the manner in which serials catalogers are being informed of changes; and (3) the evolving role of the serials cataloger. Future trends and advice for evolving workflow practices conclude the discussion.     

Small Press Billboard

Abstract

We have one report this issue which is, not surprisingly, on the topic of electronic serials. This institute, which reached full capacity, covered both theoretical and practical considerations for dealing with the influx of electronic serials. Many of us are barely coping with the need to plan and implement access to the vast amount of electronic information publishers have now mounted. We are faced with many new decisions about cataloging, vendor selection, license agreements, and consortial arrangements. The institute was planned as a basic course on electronic serials and addressed many of these topics froma wide range of viewpoints. Due to the popularity and success of this institute it will be repeated in April, 1998, in St. Louis.     

The Balance Point: Keeping Serial Bibliographic Records Viable in a Digital Age

Abstract

Michael Norman, head of serials cataloging at University of Illinois at Urbana-Champaign (UIUC) library, describes his library's development of an integrated management system for serials, the Online Research Resources (ORR). The ORR was designed to draw together and deliver to the public a wide range of information related to the library's serial holdings that previously could only be obtained by consulting a number of sources. With a single search, UIUC patrons can now consult the ORR for serials information such as variant titles, online availability, subject categories, print summary statements, ISI impact factor, where the title is indexed, and whether it is peer reviewed—an innovation sorely needed and highly welcomed by librarians and patrons alike.     

Resource Description and Access: It’s Really Not So Bad

Abstract

This article provides a background for Comics Librarianship and the sources which can be, and are, used. The author describes the application of FRBR (Functional Requirements for Bibliographic Records) for serials to the cataloging of the comic book format and ways to adapt these methods to flat MARC records, to aid in retrieval of items. Sample records are included for illustration of methods.     

Management of Electronic Serials in Academic Libraries: The Results of an Online Survey

This article presents the results of an online survey of academic librarians conducted in 2011 on the topic of electronic serials management. Since online journals had by 2011 become a major part of academic library serials collections, a central objective of this survey was to explore whether this had led to any degree of standardization in online serials management procedures across academic libraries. The focus of the survey was generally on issues affecting technical services, specifically exploring the impact of electronic serials on collection development, library staffing, and serials management tools. The responses to the survey did not reflect any significant level of uniformity among these libraries in any of these areas, suggesting that libraries primarily take into account the needs of their own institutions when formulating procedures for managing online serials.     

The Very Model of a Minor/Major Change: A Current Look at Serials Cataloging Title Change Rules

Abstract

This article provides serials professionals with explanations and examples of rules for minor and major changes in the 2002 revision of Anglo-American Cataloguing Rules, 2nd ed. (AACR2), as applied to serials. The authors outline minor/major rules and Library of Congress Rule Interpretations (LCRIs) and give examples for each rule. They also discuss initiatives and meetings leading up to these changes and provide key definitions as well as explore various problems with AACR2 and the intended goals for the revision. Additional discussion focuses on the impact of the minor/major changes on areas such as workflow in technical services, shelving, binding, and training.     

Document Delivery as a Supplement or Replacement for Serial Subscriptions

Abstract

Increasing serials costs and shrinking budgets present challenges for academic libraries to continue providing sufficient access to scholarly articles. Rapid document delivery services can serve as an effective means to fill the gap caused by serials cancellations. This column examines several of the existing document delivery service providers and addresses issues involved in their implementation.     

When ERM Met Alma: The Intricacies of Content Management in a Shared Consortia Landscape

ABSTRACT

In 2013, after nearly two decades of operating in a distributed legacy Integrated Library System (ILS) environment on local servers, the Orbis Cascade Alliance, a consortium of public and private academic libraries in Washington, Oregon, and Idaho, began a two-year-long process to migrate its 37 members to a shared implementation of Ex Libris's cloud-based Alma library management system (LMS) and Primo discovery interface. Although much has been written on electronic resource management (ERM) functionality at an institution level, little has been written on serials and ERM functionality and workflows within a shared consortial environment. This article discusses the challenges and opportunities of implementing a consortial-based LMS, with particular emphasis on serials and ERM functionality. Key migration issues related to serials control, acquisitions, licensing, administration, cataloging, statistics, and interoperability are examined at the institutional and large-scale networked levels. Benefits and limitations of using a shared consortial cloud-based LMS are explored, and the overall capabilities of the Alma LMS for electronic resource management are reviewed.     

More Than Things

Abstract

The often invisible labor of serials, technical services, metadata, and electronic resources workers sits in the space between required and preferred, assessment and surveillance. Although libraries and information workers did not explicitly create the systems many of us live in, we are responsible for their everyday functioning. In many ways the narratives from technical services to the library are centered in objects: item counts, COUNTER stats, door counts, discovery, and other transactional data. And yet, we are stewards and maintainers, innovators and storytellers of the countless ways these objects are experienced. How can we help our colleagues understand the outreach component of this work? How do we responsibly confront power in our systems—which often miscalculates the necessity of care in favor of the shiny? What does it mean to honor expertise behind the scenes, and how might we gain agency in our systems once more?     

Is Check-In Checking Out?

Abstract

Technological innovations have made changes in library procedures commonplace. Nonetheless, many librarians have been startled by the University of Nevada at Reno's decision to quit checking in print serials. Four serialists address the future of serials acquisitions in light of the technological advances that continue to transform library procedures. Serials Review 2003; 29:224–229.