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

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.     

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.     

Using EZproxy and Google Analytics to Evaluate Electronic Serials Usage

ABSTRACT

The purpose of the study is to evaluate electronic usage statistics for Belk Library at Elon University. The Electronic Resources Office (ERO) collects usage data for all serials—both print and electronic—, ebooks, and electronic databases. This study used ezPAARSE and Google Analytics to analyze the data from our website, and we will use these data to compare our vendor statistics to get a more complete picture of how the library's electronic resources are being used.     

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.     

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.     

Women's & Gender Studies Journal Database

Abstract

The Women's & Gender Studies Journal Database (WGSJD) at Rutgers University is a user-oriented, discipline-based database that provides quick access to journal titles available online. It is also a union list of journal titles, print and online, in the area of women's and gender studies at Rutgers University Libraries. The author describes this database and its value-added service in the context of Rutgers University Libraries' information system. Discussion also includes its advantages and disadvantages, the changing roles and areas of responsibilities for subject selectors, and how the database fits into future developments of the library's information system. Serials Review 2002; 28:261–266.     

Connecting Print Patrons to Electronic Holdings with Shelf Dummies

Abstract

After a two-year renovation, the Kent State University Music Library reopened as the Performing Arts Library. Before the closure, some serials were sent to the depository or reclassified within the library. In order to assist patrons browsing print journals or searching for articles in the stacks, library staff created shelf dummies detailing print and electronic holdings information as well as indexing for each title. Patron feedback has been positive, and the project has helped both library staff and patrons better understand accessibility and location of journals.     

Elsevier's Strategic Partners Forum: A Climate of Change and Challenge

Abstract

Elsevier's Strategic Partners Program (SPP) convened a forum prior to the American Library Association's 2003 midwinter conference in Philadelphia, PA. Two presentations from that forum are published here to indicate the enormous challenges, initiatives, and changes that face all of us in the serials, publishing, and information environments.     

A Review of Laura S. Young's Bookbinding & Conservation by Hand: A Working Guide

Abstract

University librarians in China face many of the same challenges related to serials management that confront librarians in the United States. The authors discuss the importance for librarians in the United States, especially those working with serials, to establish and build ties with librarians in other countries, such as China. Benefits of an exchange could include sharing information about best practices, exchange of serial materials, and working together on mutually advantageous projects. Acknowledging the growing interest in international library exchange programs, the authors relate their own institution's efforts to build international ties with Fudan University in Shanghai, China, and Shaanxi Normal University in Xi'an, China. In establishing these ties, the authors have traveled to China and interviewed librarians about serials acquisition, processing, and management.     

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.     

Kansas Periodicals

Abstract

Many changes in the Law School Library have occurred during this past year because of INNOVACQ. Within the Serials/Acquisitions Section, almost all the routines and procedures have been radically redefined to allow for the computerization of serials control. There have been some staff reassignments and shifts in responsibility, and in most instances, old tasks and manual file maintenance have been done away with completely and replaced by work at a VDT. Naturally, the impact of INNOVACQ has also been felt in the Cataloging Section, and the instant availability of serials check-in and routing information in public services has certainly added a level of service that was never possible before. In addition, the immediate and up-to-date fiscal information has been a boon for both the library's collection development officers and the Library administration.

Various staff members throughout the year have been working to clean up and upgrade different parts of the serials files and to add or exchange better information in a number of fields in each record. Past payment history has been keyed into over 2/3 of the records in the file. The records for all the loose-leaf services contracted for by the Library are not fully online.

All the records for our California documents have been edited and check-in cards have been created for this large and obviously important part of the file. Conversion of the U.S. documents which had been deferred at the very beginning of the fiscal year, has begun and most entries now can be checked-in and claimed online.

All invoices (both serials and monographs) for this fiscal year have been processed on INNOVACQ, and while there are still some vendor and fund anomalies, Boalt has better, more comprehensive — and certainly more accurate — financial records than ever before.

A massive editing and claiming project has recently gotten under way. All titles on INNOVACQ are being checked against the shelf list to make sure that all the bibliographic elements in each record are in sync and are presented in a standard, retrievable (punctuation and spacing count in INNOVACQ) format. Routine claiming (as part of serials check-in) has been in place for some time now, and that activity was begun when that feature was delivered. A second part of the editing project, is however, to get the thousands of blank boxes out of the check-in screens where they will remain as claimable items until some sort of purging action is taken. The files are now being gone through (a simple command in INNOVACQ can allow one to review every check-in record in the system), our holdings are being checked on the shelves, and decisions to claim or replace the missing pieces are being made. We anticipate that this editing/ claiming project will take approximately half a year.

The INNOVACQ system was pretty exciting when we first saw it demonstrated, and we were eager then to incorporate it into our technical processing activities here at Boalt. If anything, our enthusiasm has grown as the capabilities of INNOVACQ have been realized. Enhancement and refinement — some at our prompting, others by the design staff at Innovative Interfaces — over the past year have resulted in what we believe to be the most comprehensive and easy-to-use serials control system available. Our confidence was manifested when we shifted all of our acquisitions activities from RLIN to INNOVAQ at the beginning of our fiscal year in mid-1984.

Many tasks remain for the Law Library in making the best use of the INNOVACQ system. The rapid acceptance by the public service staff and users has been heartening, and the continuing work to clean up the Serials Records has proven fruitful. System performance and maintenance have been outstanding, and we are excited about various possibilities for future growth. It has not been a simple nor uncomplicated process, but the gains realized by the Law library have been substantial.     

Confession Magazines

Abstract

The results of this survey underscore the controversy surrounding the elimination of OCLC's Serials Control Subsystem. The survey evoked responses more numerous and fervent than I anticipated when the project began. As might be expected, those libraries that used the system more extensively and checked in the higher number of formats on SCS were most likely to describe the impact of SCS's elimination as serious. Most of the respondents expected that their immediate choice for a new serials control system would be permanent. As one respondent commented, “…librarians cannot afford to be switching serials control systems every few years.” Among libraries using the Serials Control Subsystem, approximately one-third chose to switch to OCLC's SC350, but no alternative serials system emerged as the second choice.     

An Interview with Steve Shadle

Abstract

Bonnie Parks interviewed Steve Shadle, serials cataloger for University of Washington Libraries, in August 2002. In this interview Shadle provides a cataloger's perspective on the challenges he and other serials catalogers face in the organization and management of electronic and print serial titles. Serials Review 2002; 28:321–326.     

Mariners' Museum and Library

The Mariners' Museum and Library, begun in 1930 in southeastern Virginia, is world renowned for its collections of maritime ephemera. Collections include ships, boat plans, figureheads, navigational instruments, rare maps, books, and a wonderful collection of serials. Both the museum and library are used by scholars, ship builders, students, and television and movie researchers. It is also a great place for a family to spend the day learning and playing. The library's interactive Web site, with online exhibits and educational programs, is a fantastic resource for those who are not able to travel to the museum.     

Formal Serials Education: A Problem We Can't Solve or a Solution We Can Live With?

Abstract

Serialists have long believed their field is underrepresented in the library and information science (LIS) curriculum. A recent review of Web sites of ALA-accredited LIS programs shows no significant change in the percentage of formal serials courses in those programs. The problem of adequate formal serials education is examined in the broader context of LIS education as a whole. Increasing traditional, formal serials education is an impractical goal. Instead, we should develop continuing education opportunities, and work to dispel some of the mystique of serials.     

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.     

Little Magazines and Translations

Abstract

Serials and the serials information chain have changed rapidly since the development of the electronic journal. Many recent developments are briefly described, including electronic resource management systems (ERMS) and functional requirements for bibliographic records (FRBR). The constantly changing nature of serials is compared to a psychological midlife crisis.     

The Impact of Web-scale Discovery on the Use of a Library Collection

Abstract

Grand Valley State University Libraries implemented Serials Solutions' web-scale discovery tool, Summon, during the fall of 2009. This case study explores whether Summon had an impact on the use of the library's resources during its first semester of implementation. An examination of usage statistics showed a dramatic decrease in the use of traditional abstracting and indexing databases and an equally dramatic increase in the use of full-text resources from full-text database and online journal collections. The author concludes that the increase in full-text use is linked to the implementation of a web-scale discovery tool.