Opening Up Technical Services – NCTPG 83rd Annual Meeting

Online via Zoom

Friday July 30, 2021 • 1:00 pm to 3:00 pm PST

Register Now!

Our theme this year, Opening Up Technical Services, focuses on two issues that are increasingly important to the work we do in library technical processes: Open Access and library-vendor relationships. As always, we aim for a broad representation of types of libraries (public, academic, special) and a diverse representation of roles within and around technical services.

Program and Speakers

Building Momentum for Sustainable Open Access

Rice Majors – University of California, Davis

The University of California has committed to transforming article publishing to sustainable open access models.  We will share our vision for this initiative, progress to date, how we approach publishers and potential agreements, and how all of this is informing our approach to collections.

Managing Vendor Relationships

Matthew Hill – Sacramento Public Library

This presentation will cover managing vendor relationships in a digital landscape, including the request for proposal (RFP) process. Sacramento Public Library has used a standardized Likert scale to make RFP scoring simple, easy, and transparent to vendors. Sacramento Public Library’s approach to the RFP process recently changed; this presentation will compare and contrast the differences between what was done in the past versus what is done now. Attendees will learn how to manage challenging relationships with vendors and how to maintain healthy relationships with long term vendors.

Opening Up ‘Vintage’ Theses and Dissertations

Anneliese Taylor – University of California, San Francisco Library

Katie Fortney, Paul Fogel, and Mahjabeen Yucekul – California Digital Library

Libraries across the University of California system have systematically worked to make student theses and dissertations submitted electronically (ETDs) freely available through eScholarship, the university’s open publishing platform. But what about older, ‘vintage’ theses and dissertations (VTDs) originally produced in print or microformat? In 2018, the University of California, San Francisco Library and the California Digital Library (CDL) embarked on a project to digitize UCSF’s older documents and make them accessible to readers around the world. This project required addressing several complexities related to rights to the digitized files, the right to publicly share student dissertations, file OCRing and converting, redaction of personally identifiable information (PII), metadata production, and catalog match points. Learn about the first phase of the public release of these documents, and how the experience with UCSF’s VTDs can inform efforts at other academic institutions.

Networking Activity

An opportunity to check in with our colleagues and peers. More information TBD.

Registration & Information

Register online to start or renew your membership and attend the Annual Meeting. In acknowledgment of economic and logistical uncertainties from COVID restrictions, NCTPG extends free membership to all interested this year.

Our 2021 meeting is virtual. Zoom information will be sent out to registered individuals closer to the event.

If you have any questions about the event, please email us at

2021 NCTPG Annual Meeting

Hello NCTPG members. We thank you for your patience while we took a break from NCTPG duties to deal with the stress of the last year on our jobs and personal lives. We hope you’re all doing as well as can be expected during such a traumatic year.

As you may recall, we had to cancel last year’s in-person meeting due to the pandemic. While California is slowly reopening, another in-person meeting indoors will not be possible. However, we are so pleased to announce that we will have a free NCTPG conference over Zoom on July 30th, in the afternoon. Please save that date!

We will send out an Eventbrite invitation soon to all of our members. We are looking forward to reconnecting and learning from our technical services peers. Thank you!

May 8th NCTPG Annual Meeting Cancelled

Unsurprisingly, in light of restrictions in place in the Bay Area due to COVID-19, we have made the difficult choice to cancel the NCTPG annual meeting, which was originally scheduled for May 8th. We have been in touch with San Francisco Public Library, and they have agreed to let us hold the event later on, hopefully in the summer. Right now we’re going to take some time to take care of ourselves and our loved ones. We will be in touch once we are all able to return to a normal schedule.

One way that we felt we could still collaborate and work on technical services issues while we are “social distancing” was to answer some of the sticky questions that came up last year at our NCTPG meeting. Here is the Networking/Collaboration spreadsheet if you are interested in participating and answering and/or asking your own questions. Use this if you feel it would be helpful.

We thank you for your understanding. And hope to see you all again very soon.

CANCELLED! Tour San Jose’s Dr. Martin Luther King, Jr. Library with NCTPG!

This tour has been cancelled. For more information, see our latest post. Apologies for the inconvenience.

Northern California Technical Processes Group is pleased to offer a free tour of the Dr. Martin Luther King, Jr. Library in San Jose on March 6, 2020. The library serves as both a public library for the city of San Jose and an academic library for San Jose State University. The tour will focus on the unique partnership between the city and university libraries and how this informs and impacts the work of technical services.


All of the following scheduled events will take place at Dr. Martin Luther King, Jr. Library (with the exception of lunch) on Friday, March 6, 2020 in San Jose. The tour begins at 10 am.

Dr. Martin Luther King, Jr. Library
150 East San Fernando Street
San Jose, CA 95112

Coffee option before the tour
No-host coffee at the cafe inside the library: On Fourth–A Novel Café

10:00 am
Welcome – Carole Correa-Morris & Sharon Fung
4th floor Board Room

10:30 am
Visit Technical Services Department
Lower Level

11:30 am
No-host lunch at Flames Eatery and Bar
88 S. 4th Street, Suite 150
San Jose, CA 95112
Phone: 408-971-1960

Orientation for afternoon session
4th floor Board Room

1:15 pm
Special Collections: Tour California Room
5th floor

2:45 pm
Closing Session
4th floor Board Room

Transportation & parking

Please review the library’s visitor information to learn more about public transportation and parking options. The library will validate parking for the 4th Street Parking Garage, 44 S 4th St, San Jose, CA 95112. Bring ticket to the library for validation.


Sign up for the tour! The tour is free, but limited to 25 attendees so be sure to sign up early. The form will close once maximum attendance is reached OR end-of-day Tuesday, March 3—whichever comes first. If you do sign up and find out later that you are unable to attend, please contact NCTPG as early as possible at

NCTPG Event at California State Railroad Museum Library & Archives

Northern California Technical Processes Group is excited to offer a tour of the Library & Archives at the California State Railroad Museum in Sacramento on Friday, January 31. Join us for a tour of the library and archives, no-host lunch, and a visit to the museum!


Morning Tour – 10AM
California State Railroad Museum Library & Archives
125 I Street
Sacramento, CA 95814

FREE tour of the CSRM Library & Archives hosted by Chris Rockwell – Librarian, CSRM Library & Archives. There is a limit of 20 attendees, so please see RSVP information below. This does not include general admission to the museum.

No-Host Lunch
No-host lunch arrangements will be made closer to the date of the event. Lunch will immediately follow the tour of the Library & Archives. There are several options close to the museum.

Afternoon Visit to the Museum
Attendees can return to CSRM for a visit to the museum. Regular admission rates will apply.

Transportation & Parking

Please review the available transportation and parking options. If you’re traveling from outside Sacramento, consider taking the Capitol Corridor train. The museum is conveniently located close to Sacramento Valley Amtrak Station.


Sign up for the tour! The tour is limited to 20 attendees, so be sure to sign up early. The form will close end of day Tuesday, January 28. If you do sign up and find out later that you are unable to attend, please contact NCTPG as early as possible at

Save the Dates for Upcoming NCTPG Events

The Northern California Technical Processes Group will be holding a couple events in the early months of 2020 and we invite you to join us! The details are still being ironed out, so we ask interested parties to please save the following dates:

  • Friday, March 6, 2020 – Tour of the public / academic hybrid Dr. Martin Luther King, Jr. Library in San Jose

More information will be provided soon!

NCTPG Call for Presentations 2020

We are pleased to announce that the next Annual Meeting of the Northern California Technical Processes Group (NCTPG) will take place in San Francisco on Friday, May 8, 2020.

Our 83rd annual meeting theme is “Open in Technical Services”

For 2020, we will have two options for presenting. Full presentations are
usually 20-30 minutes with additional participation in a panel discussion.
Or participants can do a 5 minute lightning round talk on a project or idea that fits the theme.

At this event, we expect to have a broad representation of types of libraries (public, academic, special) and a diverse representation of roles within and around technical services. This half-day event will be held in Koret Auditorium at San Francisco Public Library, with optional afternoon tours of related interest nearby.

Possible topics related to the theme include:

  • How Open Access resources are organized and maintained in your library system
  • Ebook package management
  • Managing vendor relationships in the digital landscape
  • Digital repository management
  • Accessing, cataloging and maintaining free and open resources on the web
  • Maximizing library resources on a tightening budget
  • Textbook management and Open Educational Resources

Please submit your proposal to the NCTPG steering committee with the subject “2020 Call for Presentations” at

Deadline for submission: Wednesday, January 8th, 2020.

NCTPG 2019 Fall Event

Northern California Technical Processes Group is holding a Fall event in Richmond, CA next Friday, October 11. Join us for tours of the UC Library Bindery and Northern Regional Library Facility, lunch, and general technical services camaraderie!


Morning Tour – 10:30AM-Noon
UC Library Bindery
B-175, 1301 South 46th Street
Richmond, CA 94804-3580

Tour hosted by Michael Foley, MBA – Director, UC Library Bindery. More information about the services UC Library Bindery provides.

Anh Restaurant & Bar
1950 Esplanade Dr.
Richmond, CA 94804

Afternoon Tour – 1:30PM-3:00PM
Northern Regional Library Facility
Richmond Field Station Bldg 400
Meade & South 47th Street
Richmond, CA 94804-4698

Tour hosted by Jutta Wiemhoff – Operations Manager, NRLF. More information about NRLF.

NCTPG would like to thank UC Berkeley Bindery and NRLF for offering tours.


The easiest way to get to the UC Library Bindery and NRLF is by car. Public transportation is also an option via Bear Transit (RFS Line) from Downtown Berkeley BART Station. Transportation to and from lunch can be arranged day-of (carpool, rideshare service, etc.)


We hope to see you there! Please RSVP no later than October 8 to let us know which tours you will be attending: