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Technology Lending in the Time of Covid-19: Meeting Curricular Needs Technical Services Quarterly Pub Date : 2021-01-28 Jodi Shepherd, Mike Bello
ABSTRACT Librarians from the Acquisitions, Collection Management, and Evaluation (ACME) unit of the Meriam Library at California State University, Chico, worked with departments from the College of Engineering to provide students with hands-on technology kits due to Covid-19 and virtual only instruction. This article reviews technology lending prior to Covid-19 and details the process of working with
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Enhanced Discovery with Linked Open Data for Library Digital Collections Technical Services Quarterly Pub Date : 2021-01-28 Qiang Jin
ABSTRACT Libraries have been digitizing their collections for years in order to provide users with enhanced access and improve preservation of library materials. This article studies how the linked data can be used to describe objects in the digital collections. Researchers selected a digital collection of the nineteenth-century British novels from the University of Illinois at Urbana-Champaign Library
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Subject Librarians Vs Collection Data: How to Use Data to Visualize a Small Monograph Collection Technical Services Quarterly Pub Date : 2021-01-28 Kimberly Looby
ABSTRACT To understand an Anthropology print collection, a librarian at an urban university created data visualizations. The librarian analyzed the Library of Congress Classification call numbers GN, publication decade, checkout rage, gender of author and title keywords for analysis. The analysis found an overemphasis of books in certain geographical areas, authors skewed male, and during the years
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Two Libraries, One Synchronous Workshop Series: Creating a Shared Learning Experience Technical Services Quarterly Pub Date : 2021-01-28 Melissa Bauer, Sara Klink
ABSTRACT The workshop series discussed in this article was designed as a collaborative effort by two librarians working at different institutions. The series was created as a standalone series that would allow each librarian the ability to access the series and teach independently of each other. The workshop series was taught in an online synchronous format, with a focus on active learning and student
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A Path to More Meaningful Technical Services Assessment Technical Services Quarterly Pub Date : 2021-01-28 Edward M. Corrado, Rachel Jaffe
ABSTRACT In recent years, there have been many initiatives aiming to improve library assessment by making better use of operational data. While most LIS administrators and stakeholders believe assessment is important, too often many of the quantitative measures traditionally used may satisfy demands from above, come up short in terms of offering direction for meaningful or positive change.This may be
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Report of the Session “Shifting Course, Managing Change: Transitioning to a New Resource Acquisitions Model„. Electronic Resources & Libraries Conference, Austin, TX, March 2020 Technical Services Quarterly Pub Date : 2021-01-28 Jessica Morales
(2021). Report of the Session “Shifting Course, Managing Change: Transitioning to a New Resource Acquisitions Model„. Electronic Resources & Libraries Conference, Austin, TX, March 2020. Technical Services Quarterly: Vol. 38, No. 1, pp. 76-79.
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Strategic Realignments: Reorganizing Technical Services and E-Resources Management. A Report from the Electronic Resources & Libraries Conference, Austin, TX, March 2020 Technical Services Quarterly Pub Date : 2021-01-28 Christina A. Beis
(2021). Strategic Realignments: Reorganizing Technical Services and E-Resources Management. A Report from the Electronic Resources & Libraries Conference, Austin, TX, March 2020. Technical Services Quarterly: Vol. 38, No. 1, pp. 79-82.
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Report of the ALCTS Electronic Resources Interest Group Meeting. ALCTS Virtual Interest Group Week, June 2020 Technical Services Quarterly Pub Date : 2021-01-28 Kerry Walton, Abigail Sparling
(2021). Report of the ALCTS Electronic Resources Interest Group Meeting. ALCTS Virtual Interest Group Week, June 2020. Technical Services Quarterly: Vol. 38, No. 1, pp. 82-87.
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How Cataloging Can Support Changes and Challenges Affecting Our Libraries. A Report of the ALCTS CaMMS Cataloging and Classification Research Interest Group Virtual Session, ALCTS Virtual Interest Group Week, June 10, 2020 Technical Services Quarterly Pub Date : 2021-01-28 Amy Bailey, Jianying Shou
(2021). How Cataloging Can Support Changes and Challenges Affecting Our Libraries. A Report of the ALCTS CaMMS Cataloging and Classification Research Interest Group Virtual Session, ALCTS Virtual Interest Group Week, June 10, 2020. Technical Services Quarterly: Vol. 38, No. 1, pp. 88-92.
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Accessibility and Discoverability. A Report on the ALCTS CaMMS Catalog Form and Function Interest Group Meeting Technical Services Quarterly Pub Date : 2021-01-28 Kelsey George
(2021). Accessibility and Discoverability. A Report on the ALCTS CaMMS Catalog Form and Function Interest Group Meeting. Technical Services Quarterly: Vol. 38, No. 1, pp. 92-96.
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Crossref Technical Services Quarterly Pub Date : 2021-01-28 Susan Leach-Murray
(2021). Crossref. Technical Services Quarterly: Vol. 38, No. 1, pp. 97-99.
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REALM Project Technical Services Quarterly Pub Date : 2021-01-28 Lisa Romano
(2021). REALM Project. Technical Services Quarterly: Vol. 38, No. 1, pp. 98-99.
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The Information Literacy Framework: Case Studies Of Successful Implementation Technical Services Quarterly Pub Date : 2021-01-28 Amanda Foster Kaufman
(2021). The Information Literacy Framework: Case Studies Of Successful Implementation. Technical Services Quarterly: Vol. 38, No. 1, pp. 100-108.
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Linked data for the perplexed librarian Technical Services Quarterly Pub Date : 2021-01-28 Joshua Hutchinson
(2021). Linked data for the perplexed librarian. Technical Services Quarterly: Vol. 38, No. 1, pp. 101-102.
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Digital Humanities for Librarians Technical Services Quarterly Pub Date : 2021-01-28 Carrie Johnston
(2021). Digital Humanities for Librarians. Technical Services Quarterly: Vol. 38, No. 1, pp. 102-103.
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Maximizing The Impact of Comics in Your Library: Graphic Novels, Manga, and More Technical Services Quarterly Pub Date : 2021-01-28 Steve Kelley
(2021). Maximizing The Impact of Comics in Your Library: Graphic Novels, Manga, and More. Technical Services Quarterly: Vol. 38, No. 1, pp. 104-105.
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Putting Library Assessment Data to Work Technical Services Quarterly Pub Date : 2021-01-28 Michelle K. Mitchell
(2021). Putting Library Assessment Data to Work. Technical Services Quarterly: Vol. 38, No. 1, pp. 105-106.
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Makerspaces and Collaborative Technologies: A Lita Guide Technical Services Quarterly Pub Date : 2021-01-28 Hannah Pope
(2021). Makerspaces and Collaborative Technologies: A Lita Guide. Technical Services Quarterly: Vol. 38, No. 1, pp. 106-107.
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Becoming a Library Leader: Seven Stages of Leadership Development for Academic Librarians Technical Services Quarterly Pub Date : 2021-01-28 Suzanne Rook Schilf
(2021). Becoming a Library Leader: Seven Stages of Leadership Development for Academic Librarians. Technical Services Quarterly: Vol. 38, No. 1, pp. 107-108.
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Competency based Career planning for reference and user services professionals Technical Services Quarterly Pub Date : 2020-07-02 Breanne Crumpton
Professional competencies have become guiding documents for librarians on how to better their skills and be most effective in their job duties. These guidelines are often published by professional ...
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Diversity and Inclusion in Libraries: A Call to Action And Strategies for Success Technical Services Quarterly Pub Date : 2020-07-02 Jon Moore
Diversity and Inclusion in Libraries is not just a how-to guide to implement diversity initiatives in libraries; it is also a why-to guide. The volume comprises 20 chapters authored by leaders and ...
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Authority Work, Catalogers, and Contemporary Authors: Results of an Online Survey Technical Services Quarterly Pub Date : 2020-07-02 Irina Stanishevskaya
ABSTRACT The article presents the results of an online survey, which was designed to examine the relationships between catalogers and contemporary authors during the process of establishing authorized access points and creating personal name authority records (NARs) for the purpose of breaking conflicts in the Library of Congress Name Authority File (LC NAF) and/or of obtaining additional identifying
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The Culture of Digital Scholarship in Academic Libraries Technical Services Quarterly Pub Date : 2020-07-02 Christine Fischer
or deny access to them. The challenge for this pocket-sized book, then, is to introduce and describe blockchain, lay out its features, and let the reader judge what role it may play–if any–in future library services. After “Understanding Blockchain,” the book is divided into two main sets of essays: “Before the Hype” and “For the Future: Speculative Applications.” The first of these lays out some of
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Improving the Licensing Workflow at a Major Research University Library Technical Services Quarterly Pub Date : 2020-07-02 Alice L. Daugherty
ABSTRACT A license agreement is negotiated when libraries enter into business relationships with content providers for access to electronic resources. The following discusses the changes implemented at The University of Alabama Libraries to improve workflow procedures and communication regarding the licensing process. Addressed within are aspects of license negotiations as well as suggestions to maximize
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Prevalence and Success of Article Purchasing Technical Services Quarterly Pub Date : 2020-07-02 Laura DeLancey, Kelly Smith, Lois Schultz
ABSTRACT Librarians from three Kentucky public universities conducted a survey on the prevalence and success of article purchasing programs. They found that a majority of academic libraries offer article purchasing to reduce costs and expand access to resources, and most of these institutions believe their article purchasing program is successful. Libraries that spent more on article purchasing and
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Report of the ALCTS Bibliographic Conceptual Models Interest Group (IG) Forum Meeting, American Library Association Midwinter Meeting, Philadelphia, January 2020 Technical Services Quarterly Pub Date : 2020-07-02 Thomas M. Dousa, Beth Guay
initiatives like the Florida Academic Repository (FLARE) and Journal Retention and Needs Listing (JRNL). Mr. Walker outlined some of the desired outcomes for participation in shared print initiatives. Those involve compatible data requirements, efficiencies in workflows, and benefits to stakeholders, all of which point to the promise of shared print programs and their contribution to the greater good
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Report of the ALCTS Cataloging and Metadata Management Section (CaMMS) Catalog Management Interest Group Meeting, American Library Association Midwinter Meeting, Philadelphia, January 2020 Technical Services Quarterly Pub Date : 2020-07-02 Dan Tam Do, Marina Morgan
The ALCTS CaMMS Catalog Management Interest Group meeting at the 2020 American Library Association (ALA) Midwinter Meeting in Philadelphia consisted of three presentations, entitled “Cataloger’s Ju...
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Tiers of Cataloging: A Trim Model Approach for Metadata Capacity Technical Services Quarterly Pub Date : 2020-07-02 Jennifer Meekhof
ABSTRACT Conversations about what a unit can or cannot do based on staffing volume can be difficult. When libraries make cuts, each unit needs to do more with less or try to say no. Unit leaders need to be able to explain what they can or cannot do. Leaders need to demonstrate capacity with evidence-based data. This article examines the process of calculating and determining the actual capacity of
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Troubleshooting Electronic Resources from an Interlibrary Loan Perspective Technical Services Quarterly Pub Date : 2020-07-02 Megan Lounsberry MLIS
ABSTRACT As library functions and tasks increasingly take place in a digital environment, areas of overlap arise between traditionally separate units and departments, spurring opportunities to evaluate and reimagine how these functions and tasks are carried out. In 2018, Louisiana State University utilized ILLiad, an interlibrary loan (ILL) request management software, to report electronic resource
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Issues in E-resources Authentication and Authorization Technical Services Quarterly Pub Date : 2020-07-02 Edward M. Corrado
ABSTRACT Libraries and vendors who license e-resources both have a vested interest in making it easy for users to access online content that a library licenses or subscribes to from anywhere. They also want to ensure that users have a modern, positive user experience. At the same time there are legitimate concerns about privacy and security. While IP authentication and other methods that have been
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Masked by Trust: Bias in Library Discovery Technical Services Quarterly Pub Date : 2020-03-18 Marcella Fredriksson
putting together an expansive collection of essays on the current paradigms of acquisitions and collections librarianship. The essays are organized into seven parts, with each section focusing on the intersection of acquisitions and another field of librarianship and featuring a brief introduction by one of the editors: collection management (Rob Tench, Old Dominion University), cataloging (Vicki Sipe
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Collections Assessment: The Who, What, and Why. A Report of the ACRL Assessment Discussion Group and ALCTS Collection Evaluation and Assessment Interest Group Combined Session, American Library Association Annual Conference, Washington, DC, June 2019 Technical Services Quarterly Pub Date : 2020-03-18 Tasha Cooper, Lisa Jochelson, Nancy Turner
reach out to her colleagues at the Florida State University Music Library (FSUML), who recommended the use of an Epson Expression 12000XL Photo scanner. This scanner type worked well because it was easy to use and provided flexible options to handle scores in large-formats and different types of paper. After scores were scanned, digital copies were generated and deposited into ContentDM, the institutional
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The Homosaurus http://homosaurus.org Technical Services Quarterly Pub Date : 2020-03-18 Katrina Zwaaf
formatted differently than other pages on the site. The links appear inside a window. It would preferable if the text filled more of the screen and the page only has one scroll bar. Some links on the site pages navigate offsite so users may need to use the back button to return. Instead, maybe a new window should open for all offsite links. Additionally, an archive of all articles would be helpful
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Report of the ALCTS PARS Preservation Metadata Interest Group Meeting. American Library Association Annual Conference, Washington D.C., June 2019 Technical Services Quarterly Pub Date : 2020-03-18 Marielle Veve, Ilda Cardenas
The ALCTS Preservation Metadata Interest Group (PMIG) met on Saturday, June 22, 2019 with an audience of approximately 31 attendees. Two presentations on the topic of “Successful Stories in Preserv...
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Report of the ALCTS/LITA Linked Library Data Interest Group Meeting. American Library Association Conference, Washington, D.C., June 2019 Technical Services Quarterly Pub Date : 2020-03-18 Annamarie C. Klose
the presenters factored in formats. Valencia answered that they catalog mostly videos and Blu-rays and they catalog from the container, which does take time to do this.Smith answered that they do factor in the format and the time it took to do these formats. They differentiated between everything, for example, they asked themselves if the item was: AV or a kit? Sound recording or printed music? Furthering
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Embedded and Empowered: A Practical Guide for Librarians Technical Services Quarterly Pub Date : 2020-03-18 Sophie Leveque
information science, an MA in information resources and library science, an MBA in management, and a BA in political science. There were also six other authors who contributed to the book. Library Management 101: A Practical Guide is geared toward students in an Information and Library Science degree. As it is geared toward students this can be a useful book to use within a course, but it will need
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An EBA Plan for Primary Source Content: A New Model for Access and Ownership Technical Services Quarterly Pub Date : 2020-03-18 Cynthia Elliott, T. Hazen
ABSTRACT In 2018, the University of Arizona Libraries entered into a 5-year evidence-based acquisition agreement with ProQuest to provide access to over 250 primary source collections; otherwise fiscally prohibitive to acquire. The model ensures perpetual access to collections selected by the Libraries that meet the teaching and research needs of our faculty and students while providing our constituencies
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Imposter Syndrome, Women in Technical Services, and Minority Librarians: The Shared Experience of Two Librarians of Color Technical Services Quarterly Pub Date : 2020-03-18 Elina Lee, Paige Morfitt
ABSTRACT This article reviews and facilitates a better understanding of imposter syndrome, women in technical services, and minority librarians to fill gaps left by library programs. The Literature Review explores each topic discussing common ideas regarding imposter syndrome, women in technical services, and minority librarians. The Materials and Methods section depicts how we came to our Results
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Report of the ALCTS Technical Services Workflow Efficiency Interest Group Meeting. American Library Association Annual Conference, Washington, DC, June 2019 Technical Services Quarterly Pub Date : 2020-03-18 T.J. Kao
updated 5.7 thousand more. During the ACIG session, Dominique delightedly announced that the LAC catalogers are now independent in their name authority work! The final panelist, Paul Frank, coordinator of the Name Authority Cooperative Program (NACO) and the Subject Authority Cooperative Program (SACO), described his role. It began for him with a phone call for an unusual request. LAC wondered about
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Women’s Suffrage Centennial Collections: Bibliography Development and Use Technical Services Quarterly Pub Date : 2020-03-18 Janice M. Krueger, Marilyn K. Harhai
ABSTRACT Libraries are integral in relating current times to past events through their robust collections. One important tool used for collection development is the topical, annotated bibliography vetted by experts in the field. The centennial anniversaries of the Nineteenth Amendment provide an opportunity to strengthen existing collections for circulating and instructional items. An annotated bibliography
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Report on the Authority Control Interest Group Meeting. American Library Association Annual Conference, Washington, DC, June 2019 Technical Services Quarterly Pub Date : 2020-03-18 Martha Rice Sanders
as well as an understanding of what you want to do, as all languages have different strengths and weaknesses. The tools that catalogers may find useful with their coding skills include regular expressions, shell scripts, and XSLT. Hansen likened regular expressions to a more powerful version of find and replace, as it makes sophisticated bulk changes and standardization of metadata possible. Shell
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Marketing Plans in Action: A Step-By-Step Guide for Libraries, Archives, and Cultural Organizations Technical Services Quarterly Pub Date : 2020-03-18 Hollie Stevenson-Parrish
As organizations become more strategic in their marketing and communications efforts – now more than ever – libraries must also implement an effective marketing strategy to successfully build and m...
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A Starter’s Guide for Academic Library Leaders: Advice in Conversation Technical Services Quarterly Pub Date : 2020-03-18 Erik T. Mitchell
and recognition is the exception rather than the rule. This book guides readers through numerous practical exercises, including SWOT analysis, action planning, and goal writing. Mlinar writes that, “flexibility, cooperation, and teamwork are important for communication and achieving shared goals.” In my case, being embedded as Mlinar defines it for five different academic departments is not feasible
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Transforming Acquisitions and Collection Services: Perspectives on Collaboration Within and Across Libraries Technical Services Quarterly Pub Date : 2020-03-18 Eric Brownell
rather than e-mails or calls and thus benefitting from the improved communication of facial expressions and tone. The book misses an opportunity to encourage novice writers to seek help with the mechanics of writing. Though they highlight vocabulary and grammar issues in some detail, the authors fail to encourage folks who may want or need assistance to seek out a writing center at the local educational
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Into the Weeds: High-volume Weeding at the Texas Tech University Health Sciences Center Technical Services Quarterly Pub Date : 2020-03-18 Michelle Bowers, Tara Allison, Amy Faltinek
ABSTRACT As print usage continues to shrink while the demand for student space grows, many academic libraries have felt the pressure to weed more aggressively. While not a new trend, much of the discussion surrounding weeding draws on the implicit assumption of some occasional weeding as collection maintenance. This article describes an aggressive weeding project at Texas Tech University Health Sciences
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Open Access and the Serials Crisis: The Role of Academic Libraries Technical Services Quarterly Pub Date : 2020-03-18 Sarah Jurchen
ABSTRACT Open Access (OA) has been a prominent topic over the past two decades as varied models have evolved and been implemented. This paper examines the evolution of OA funded by article processing charges (APCs) as the preferred model with the highest OA output at present. Through the lens of the serials crisis and within the context of the current OA environment and recent developments, the sustainability
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Developing Mindful Collection Decision Making: A Case Study on Analyzing Acquisition E-book Projects Using Financial Concepts Technical Services Quarterly Pub Date : 2020-03-18 Kerry A. Falloon
ABSTRACT Traditionally, the College of Staten Island (CSI) library has employed cost per use in determining its collection development strategies but is attempting to broaden these assessments by using cost-benefit financial concepts. Due to significant budgetary cuts, the library has begun reviewing different assessment strategies that could maximize the development of its collections with the least
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Report of the ALCTS CaMMS Cataloging Norms Interest Group Meeting. American Libraries Association Midwinter Meeting, Seattle, January 2019 Technical Services Quarterly Pub Date : 2019-12-12 Paul C. Heyde
This column will feature reports on what is going on in the rapidly changing, ever fascinating field of Technical Services. Each quarterly issue will consist of reports on new developments including integrated library systems, next generation catalogs, management of electronic resources; conference happenings and reports from professional meetings; what’s new in technical services publications; as
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Report of the ALCTS Technical Services Managers of Academic Libraries Interest Group Meeting. American Library Association Conference, Washington, DC, June 2019 Technical Services Quarterly Pub Date : 2019-12-12 Shannon Tennant
states that children from dominant social groups must see other lives. Meanwhile, she confessed that she is practicing censorship as well by placing I am Jazz, a story of a transgender child in the professional collection. For another transgender topic book Red, she said that she added “transgender” as a subject heading for her school’s OPAC to display. To take a broader stand, Garrison revealed the
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University Students’ Engagement with Textbooks in Print and E-book Formats Technical Services Quarterly Pub Date : 2019-12-12 Nicole Johnston, Neil Ferguson
ABSTRACT This usability study used eye tracking and questionnaires to observe 38 students’ scanpaths, navigation and use of features in a textbook. Results showed that students skimmed, scanned and flipped in the digital format. Students had some awareness of digital features, but did not use any features of the digital chapter, however, took notes and highlighted in print. Eye tracking is an effective
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From Digital Commons to Scholar Profiles: Implementing a New System to Raise College Academic Distinction Technical Services Quarterly Pub Date : 2019-12-12 Elise Y. Wong
ABSTRACT Institutional repositories, or digital archives, are a fundamental part of an academic institution in higher education. Saint Mary’s institutional repository plays an integral role in supporting one of the goals in the College’s Strategic Plan: “Raise the Academic Profile and Distinction.” This case study describes the benefits and challenges of institutional repositories for small institutions
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Going the Distance: Incorporating Collection Maintenance into Technical Services in an Academic Library Technical Services Quarterly Pub Date : 2019-12-12 Gwen Gregory
ABSTRACT Incorporating shelving and stacks maintenance into technical services puts responsibility for the full life cycle of physical materials in one place. Purchasing, cataloging, processing, shelving, repair, and deaccessioning are done by a single department. With changes in use patterns and retention, it makes sense to closely ally stacks maintenance with other technical services functions. This
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Report of the ALCTS Electronic Resources Interest Group Meeting. American Library Association Annual Conference, Washington, DC, June 2019 Technical Services Quarterly Pub Date : 2019-12-12 Abigail Sparling
The ALCTS Electronic Resources Interest Group (ERIG) held their ALA Annual 2019 meeting Saturday June 22nd from 1-2pm. The meeting consisted of three presentations related to electronic resource acquisitions and management, facilitated by ERIG cochair Abigail Sparling. The first presentation was given by Beth Bernhardt, Assistant Dean for Collection Management and Scholarly Communications, University
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Libraries and protecting patron privacy Technical Services Quarterly Pub Date : 2019-12-12 Edward M. Corrado
ABSTRACT Librarians have long been advocates of protecting patron privacy but in the digital age this is more challenging than ever before. Some of the issues involved are technical but there are other issues as well. There are legal concerns and librarians need to understand what laws may impact their organizations. Librarians should review licensing agreements to ensure that they are satisfied with
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Information resource description: creating and managing metadata Technical Services Quarterly Pub Date : 2019-12-12 Joshua Hutchinson
In this second edition of his 2012 work, Hider provides a comprehensive description of the history and practice of metadata and information resource description. Hider’s writing is clear, fluent an...
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Metaliterate Learning for the Post-Truth World Technical Services Quarterly Pub Date : 2019-12-12 Joy Gambill
community, the book trade community and others. Haynes observes that metadata can be used to enhance searchability by putting search terms into a semantic context, typically available in a library catalog to differentiate between data in different fields of the catalog record. However, such “semantic awareness” is now also becoming available in the web, using embedded metadata such as Dublin Core records
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Explaining Cataloging to a Six Year Old? Technical Services Quarterly Pub Date : 2019-10-02 Heather Moulaison Sandy
ABSTRACTCataloging is complex, both in the formal and informal sense. The standards used in cataloging, as well as the larger ecosystem in which catalogers work including the models developed to un...
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Can 1figr Figure into Your Assessment? A Case Study on the Use of 1Figr for A Serials Review Technical Services Quarterly Pub Date : 2019-10-02 Eric Hartnett, Simona Tabacaru
ABSTRACT Over the years, libraries have taken numerous approaches to assess their serial subscriptions. When the Texas A&M University Libraries made the strategic decision to introduce a sustainable, iterative approach to reviewing serials they employed a new tool to the task, 1Science’s 1Figr product, which includes reports that combine traditionally used usage and citation analysis data together
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Foundations of information ethics Technical Services Quarterly Pub Date : 2019-10-02 Heather Cyre
Given the recent surge in news headlines regarding intellectual property, international privacy laws, and cybersecurity concerns, editors John T. Burgess and Emily J. M. Knox have assembled a timel...
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Implementation of a Print DDA Program at Old Dominion University Libraries Technical Services Quarterly Pub Date : 2019-10-02 Rob Tench
ABSTRACT After feedback from faculty, students, and staff on the viability of starting a print demand driven acquisitions service, Old Dominion University Libraries (ODU) in collaboration with ProQuest Coutts and Ex-Libris implemented a print DDA pilot project in the fall of 2017. The project planning team addressed and resolved a variety of challenges including software development, record duplication
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