[Eril-l] Core Forum: Technical Services Tools at Work

Electronic Resources in Libraries discussion list eril-l at lists.eril-l.org
Wed Jul 5 05:00:00 PDT 2023

*Cross posted to multiple lists*

Core Forum: Technical Services Tools at Work

Date: Wednesday, July 26, 2023

All webinars are one hour in length and begin at 11 am Pacific, noon
Mountain, 1 pm Central, and 2 pm Eastern time.


Self-Paced Technical Services Training Using Trello (Diana Simpson)

Training technical services student workers and other new staff can be time
consuming to plan, organize, and execute. Incorporating some reusable
self-guided training can help. The presenter will discuss the use of the
Trello project management tool as one way to keep training organized and to
facilitate self-paced training for new staff and students as they begin
work in Technical Services. The planning & organization of training modules
using Trello, the use of this method as part of a staff onboarding training
plan, and refinements made along the way will be covered in the session.

Semi-automated Techniques and Tools for Efficiency: The Case of ETD
Cataloging (Nicole Lewis)

Technological advances in the library industry have opened doors for new
approaches and techniques for efficiently managing, manipulating, and
remediating metadata. However, the thought of automation can often bring
visions of garbage in the catalog or, worse, job consolidation or loss.
With the right balance of automation and manual review, catalogers and
metadata experts can optimize workflows for efficiency and quality. This
frees up time for other essential projects. Developing efficiency skills
may also help increase productivity and excellence in current job duties
and provide job advancement opportunities regardless of background. Using
an ETD cataloging workflow as a case study, this presentation will discuss
how existing metadata and tools like OpenRefine and MarcEdit can help
improve efficiency in cataloging for both bibliographic and authority

Learning outcomes:

At the completion of this webinar, participants will be able to:


   Describe one or more capabilities of free online tools for project
   management and metadata manipulation

   Recognize how semi-automation could benefit their own cataloging and
   metadata management processes

   Explain how project management principles can be utilized for
   facilitating self-guided training

   Apply one or more of the demonstrated semi-automation and training
   management methods to their own workflows

Who should attend?

Technical services and metadata management staff will be most interested in
this webinar because both presentations describe efficiency improvements
using technology in a library technical services environment.


Diana Simpson is the Catalog Librarian at The University of Southern
Mississippi. She is responsible for the cataloging of monographs and
serials in multiple formats, with particular emphasis on special
collections materials.

Nicole Lewis is BYU Library’s Digital Metadata Librarian. She is
responsible for digital object metadata across multiple library
repositories and for their catalog records in the ILS.


Registration fees for webinar:  Core Member $57.67; ALA member: $71.10;
Non-member $79.00

For additional information and access to registration links, please go to
the following website:


Core webinars are recorded and registrants receive a link to the recording
shortly following the live event.

For questions about registration, contact ALA Registration by calling
1-800-545-2433 and press 5 or email registration at ala.org.

For all other questions or comments related to Core webinars, please
contact Core CE staff at corece at ala.org.

*Posted on behalf of the Core Continuing Education Committee.*


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