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Wednesday, Feb 03


12:00 pm - 1:00 pm

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IG Week Sessions

Catalog Management Interest Group

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Presented by the Catalog Management Interest Group


Keep calm and migrate on: Getting Buy In for Consortial Changes During a Migration” presented by Jennifer M. Eustis, Metadata Librarian, UMass Amherst
Library systems migrations are disruptive. Cleanup projects start sometimes years in advance. Workflows and processes are reviewed and often are changed. There might be staff who remember the last migration with not so fond memories of it. Other staff might be afraid of how their workflows are changing and if those changes will upend years of work. Others might push for more radical changes making those who don’t want changes even more nervous. There are numerous working parts and gears. All too often communication becomes an issue. How, when, and what to communicate to which groups is not always evident. Imagine this at the consortial level. In this presentation, I will share how the Five College Consortium has adapted and built on a grassroots approach to communication and decision making called open houses for our migration project.

OCLC Data Sync Reports with Python” presented by Colin Bitter, Head of Cataloging and Metadata, R. Barbara Gitenstein Library, The College of New Jersey
OCLC’s data sync program within Collection Manager allows OCLC member libraries to synchronize their holdings in WorldCat. While the service is convenient and easy to use, the post processing reports delivered by OCLC need to be examined in order to consistently align data between a local ILS/LSP and WorldCat. What to do with each report can be confusing, particularly in light of OCLC’s updates to the program in summer 2020; indeed, as many as eight reports can be generated for each file of records sent to OCLC. What should be done with upgraded OCLC numbers? Do newly created bibs in WorldCat need attention? Do all reports require attention? This presentation will show how to simplify the processing of data sync reports using Python and OCLC’s Metadata API.

Public Notes to the Rescue! Connecting Resources, Services, and Practices in the Library Catalog” presented by Rebecca Hunnicutt, Collections Management Librarian, and Jeffrey M. Mortimore, Discovery Services Librarian, Georgia Southern University
Communicating connections between library resources, services, and practices is challenging, especially via the catalog. How do we help researchers find special collection items, locate finding aids, and schedule viewings? How do we communicate that demand-driven ebooks are briefly available, but then must be requested for purchase? To use resources effectively, patrons need to be aware of related services and practices but relaying that information can be difficult. What if the catalog is the patron’s only point of contact?
During this presentation, we will share examples and simple techniques for leveraging public notes to make connections between resources, services, and practices. Specifically, we’ll look at how HTML formatting enhances notes to engage patrons with these services and practices. In doing so, we will consider how technical and public service librarians can work together to develop effective notes.

Learn more about the Catalog Management Interest Group.
Contacts: Jianying Shou (; Elizabeth Miraglia (