1. Cataloging IS a Public Service: Repositioning Cataloging and Metadata Services ALCTS Heads of Cataloging IG January 23, 2012 Jee Davis Jina Choi Wakimoto

2. Jee Davis Cataloging & Metadata Services University of Texas Libraries Asst. Dept. Head (Jan. 2010 – Aug. 2010) Head Librarian (Sep. 2010 – )

3. WORDS in the Paris Principles

4. WORDS in the Statement of International Cataloging Principles

5. Fundamentals of CMS We are the experts in describing information resources  Content standards vs. Encoding standards We enable our users to find, identify, select and obtain the information that they need  Define the users of CMS  Structure CMS to support users to complete the user tasks

6. Re-Structure CMS at UT-Austin Non-MARC Metadata Online & Continuing Resources Digital & Monographic Resources Music & Multimedia Resources Monographs - Media/complex - Copy Cat/marking and plating - Foreign language materials catalogers (Prof.) Serials Music BEFORE AFTER

7. Define CMS Users at UT-Austin End Users - Students, staff, faculty - Donors - Other library partners CMS - Rush/Request - New acquisitions - Gifts - Special projects Bibliographers Branch Libraries Digital Project Units

8. Defining Your CMS Users Will Help … Prioritize projects/assignments/responsibilities  Rush/Requested materials (within 24 hrs.)  Newly purchased materials (within 3 days)  Gifts/Backlogs (project-based cataloging) Design staff training  Core training (fundamentals of cataloging and metadata)  Routine training (changes in cataloging and metadata practices)  Special training for special projects

9. Challenges of Managing CMS Declining budgets = Less staff Assess/reassess/redesign workflows Demands in user-centered catalog = Frequent changes in software Get involved in decision-making process Dealing with increasing digital resources and understanding various non-MARC metadata Design staff training Outsourcing Know your staff and assess in-house capability; always consider the needs of our users Resource Description and Access Take a deep breath … and start planning

10. Challenges and Opportunities @ CUB Cataloging is Unmediated Public Service  Facilitate Users’ Self-Sufficiency  Enhance User Experience Challenges are Opportunities CU Boulder Libraries Strategic Plan (2006)  Client-Centered Focus  Timely Access, Hidden Collections, Digital Scholarship  Library as Destination  Optimal Organization Structure

11. Optimal Organization Structure Restructuring of Cataloging Department Cataloging and Metadata Services (2006)  Mission statement  Team structure  Re-deployment of staff to address hidden collections, digital scholarship  Needs assessment and goal setting 3 Minor Restructure (2008-2011)

12. From Serials Cataloging to ERSA Electronic Resources and Serials Access One team within CMS (addition of 2 staff from ACQ)  serials acquisitions, KB maintenance, ERM (inc. usage statistics collection) and WB (link resolver) maintenance Working in close collaboration with ACQ, Collection Development and Public Services librarians, and engaging with users

13. Client-Centered Focus Understand All Libraries Trends and Operations  New acquisition models, such as PDA  Scholarly Communication and Open Access Be Proactive Develop a Culture of Assessment  Data-driven storytelling Demonstrate ROI  5-year update to the Libraries

15. Digital Scholarship Digitized collections – metadata librarian and 6 out of 13 monographic and serials copy catalogers providing descriptive metadata, using VRA Core and MODS (so far…) Collaboration with curators of data and other cultural resources and institutional assets  metadata librarian hired in 2011

16. Future Challenge and Opportunity New major role for metadata librarians – data management collaborations among stakeholders is key to success in building institutional infrastructure for research data  A key stakeholder is Libraries and metadata specialist in a critical role Digital Research Data Sharing and Management Digital Research Data Sharing and Management http://www.nsf.gov/nsb/publications/2011/nsb1124.pdf  Standards and interoperability enable data-intensive science. “Standards for descriptive and structural metadata will help establish a common framework for understanding data and data structures to address the heterogeneity of datasets…”

17. Demonstrating Value to University Metadata Consulting for D2L Learning Object Repository Serving on the CU Data Conservancy Advisory Team Serving on the Data Management Task Force, appointed by the Vice Chancellor of Research Reorganization (2012) Get Out of Your Comfort Zone and Take a Risk

18. Thank You! Jee Davis Head, Cataloging & Metadata Services University of Texas Libraries j.davis@austin.utexas.edu Jina Choi Wakimoto Faculty Director, Metadata Services University of Colorado Boulder Jina.wakimoto@colorado.edu