2023 NCTPG Annual Meeting

Beyond the stacks: Embracing Equity, Diversity, and Inclusion in Library Technical Services.

Wednesday, May 24 · 10am – 2pm PDT

Central Park Library, City of Santa Clara 2635 Homestead Road Santa Clara, CA 95051

Regular member $25.00 and student $10.00 (membership fee and lunch included)

This year’s annual program we are delighted to have Patty Wong, past ALA President and City Librarian at Santa Clara City Library, as the keynote speaker. Attendees will be guided to explore the importance of embracing these values in library technical services, specifically in the areas of collection development, subject heading analysis, descriptive metadata for navigation, assistive technology, training, leadership, and applying these principles in library operations.

Patty will begin by defining what equity, diversity, and inclusion mean and why they are crucial in creating a welcoming and inclusive library environment. We will explore the challenges that can arise in library technical services when these values are not taken into account and the negative impact this can have on library users.

The speaker will discuss practical strategies for promoting equity, diversity, and inclusion in library technical services. We will look at ways to diversify collections and ensure that subject headings and descriptive metadata are inclusive and respectful. We will also explore ways to incorporate assistive technology to ensure that all library users have equal access to resources and services.

In addition, Patty will share her perspectives on training and leadership in promoting equity, diversity, and inclusion in library technical services. How we look at ways to ensure that staff are trained to be aware of and responsive to the needs of diverse library users, with a focus on the importance of leadership in creating a culture of inclusivity and equity within the library.

Attendees will hear examples of libraries that have successfully implemented equity, diversity, and inclusion in their technical services and share resources for further learning and implementation. The takeaway for everyone is to get a deeper understanding of the importance of equity, diversity, and inclusion in library technical services, and practical strategies for implementing these values in their own libraries.

Breakout group discussions:

Following the keynote, we will be offering two discussion tracks that will be rotated throughout the event. Registered attendees will have the opportunity to communicate and collaborate on topics via a Google sheet prior to the event. One track will focus on library technology and cover the following topics:

  • ILS management issues and solutions
  • ILS migration planning and execution
  • New technology trial and deployment
  • Trends in library technology

The other track will be on technical services of the following topics:

  • Technical services issues and solutions
  • Vendor services and relations in technical services
  • Best practice in technical services
  • Trends in technical services

We cordially invite library professionals, paraprofessionals, students currently enrolled in a library school program, and anyone interested in technical processes at libraries and archives to attend our annual meeting and program.

Additionally, we are seeking individuals to join our board for the upcoming year. To be nominated and serve, a membership standing is required. The registration fee for the annual program includes both membership and lunch. After completing registration, a Google form will be provided for self-nomination.

We are excited to meet you soon and welcome any questions you may have.

NCTPG Board and program committee


Slides Available from 2022 Annual Meeting

Thank you all for attending our 2022 Annual Meeting and making it a success! Below are links to the slides from the various presentations.

Closing Loops: Updates from Linked Data for Production & preparations for linked data cataloging at Stanford

by Nancy Lorimer

Using Data to Best Meet the Needs of Your Community

By Shellie Cocking

Using LibGuides CMS to Power Our Library Website

By Anders Lyon

Library Systems Migration

By Swetta Abeyta

2022 NCTPG Annual Meeting

Date and time: Wed, May 18, 2022 10:30 AM – 2:00 PM PDT

Location: NOW ONLINE!


Please register and links to attend each session will be sent out by May 13. Refunds can be requested by writing a message to nctpg1@gmail.com to inquire.

Join us for the membership meeting and the annual program! NCTPG is pleased to present two featured presentations — Shellie Cocking, Chief of Collection and Technical Services, and Randle McClure, Chief Analytics Officer, both of the San Francisco Public Library on how data analytics is utilized to reposition and forecast library collections, services, and programs. Nancy Lorimer, Associate Director of Metadata Services at Stanford University, will update the progress of the Stanford’s Linked Data for Production (LD4P) Project and Sinopia, a linked data editor developed at Stanford, where Nancy is the primary stakeholder and lead.

In addition to the two featured presentations, NCTPG is continuing the tradition to provide a venue for members to exchange ideas and experience of the most recent projects undertaken at different institutions. Justine Withers and Anders Lyon, both of the University of San Francisco, will do lightning talks of their current endeavors on faculty ebook user study, Reparative and Inclusion Description working group update, and USF’s CMS move to LibGuides.

At this event, we expect to have a broad representation of all types of libraries (academic, public, special) and a diverse representation of roles within and around technical services. Attendees are encouraged to participate in the informal discussion groups after the annual program ends for networking activity to checking in with our colleagues and peers. Swetta Abeyta of St. Mary’s College will lead a discussion on the ILS migration as many institutions are embarking on the journey. Everyone is welcome to contribute!

For more information about the annual meeting and programs, please email us at nctpg1@gmail.com.

Follow us on Twitter and Facebook

Featured Speakers

Shellie Cocking: I currently serve as Chief of Collections and Technical Services at San Francisco Public Library. Having started my time at SFPL selecting children’s books and AV, and then went on to experience the joy of being the Borrower Services Manager at the Main Library, as well as the Manager of Collections and Cataloging. I have been tracking trends in collection use for my full 27 years at SFPL, and am happy with the improved tools available today. Here at San Francisco Public Library we are so dedicated to using data to assist with decision making that we added an Research, Strategy & Analytics Unit close to five years ago. 

Nancy Lorimer is Associate Director of Metadata Services at Stanford University, where she oversees original metadata creation and remediation for Stanford’s ILS and digital repository and participates in linked data projects and planning. She is active in Linked Data for Production (LD4P) Project, a series of grant-funded project that aim to begin moving Technical Services workflow into a linked data environment. Her current role in LD4P is primary stakeholder for Sinopia, a linked data editor developed at Stanford. Nancy is a voting member of the Program for Cooperative Cataloging (PCC) Policy Committee (PoCo), co-chair of the PCC Metadata Application Profiles Working Group, and a member of the Standing Committee on Training. Nancy also represents Stanford and LD4P on the Share-VDE Advisory Council the SVDE Sapientia Entity Identification Working Group. Nancy has an MMus from the University of Edinburgh (Scotland), and an MLIS from the University of Western Ontario (London, Canada), and spent far too many years doing doctoral work in medieval musicology at the University of Chicago.

Nancy Lorimer

Lightning Talks

Using LibGuides CMS to Power Our Library Website

Anders Lyon

Gleeson Library at University of San Francisco is in the midst of a website redesign. As part of this work, we’re moving our entire website over to LibGuides CMS. This move will give us more control over the site, and allow us to overcome some of the design and functionality constraints of the web content management system used by the university. This talk will provide a high-level look at how we’re creating webpage templates and components in LibGuides CMS with the help of an easy-to-learn Bootstrap design framework.

Anders Lyon is the User Experience & Web Design Librarian at Gleeson Library, University of San Francisco. He is responsible for the assessment, usability, and management of the library’s web interfaces.

Sharing progress from Gleeson Library’s Reparative and Inclusive Description Working Group: Harmful Language Statement

Justine Withers

Content warning: Resources may contain harmful language and images 

Gleeson Library at University of San Francisco’s Reparative and Inclusive Description Working Group has been working towards affirmation of our Harmful Language Statement. This talk will discuss the goals of the Reparative and Inclusive Description Working Group, detail the process and major decision points of our Harmful Language Statement, and provide initial thoughts about “distancing behavior” found in other statements.

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 nctpg1@gmail.com.

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.

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 nctpg1@gmail.com.

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

2019 Annual Meeting Presentation Slides

Thanks to everyone who attended, presented at, and helped coordinate the 2019 Annual Meeting. We had a really great group of library folks (and library-adjacent folks!) join us, which made for a successful event.

Slide decks are available on SlideShare:


Lightning talks


Increasing Access, Increasing Effectiveness – NCTPG 82nd Annual Meeting

San Francisco Public Library • Koret Auditorium

Friday May 10, 2019 • 9:00 am to 1:00 pm

Increasing Access, Increasing Effectiveness

Register Now!

(Note: Registration begins at 9:00 am; NCTPG Annual Meeting starts at 9:30 am)

Libraries are always in flux: with changing times come new formats and collections. While sometimes older formats need to be retired, their content and legacy must be preserved in another way. The conundrum to figure out how to make it all available and accessible to users inspired the theme for this year’s annual meeting: Increasing Access, Increasing Effectiveness. Our speakers will share how they took on these challenges and revamped their collections and workflows to achieve the purpose all libraries share: making collections available and findable to users.

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:

Increasing Effectiveness in Technical Services for Public Libraries

Lisa Dale – Collection Services Manager, Sacramento Public Library 

As public libraries continue to evolve to best meet the needs of their communities, so does the role and expectation of Technical Services. Sacramento Public Library Technical Services has transformed into a high-performing Collection Services Department, with a role in the organization that continues to expand. This presentation will describe the transformation, how Collection Services embraces its role as a support department, and the resulting positive changes that have occurred both in improved service to customers and in staff engagement across Sacramento’s 28-branch system.

Increasing Access at Niebyl Proctor Marxist Library through the Cataloging and Preservation of Leftist Thought in Monograph Collections  

Ari Kleinman – Cataloging Librarian & Brian McNeilly – Systems Librarian, Niebyl Proctor Marxist Library

The Niebyl Proctor Marxist Library (NPML) is a small communist library and archive located in Oakland, CA. While the collection includes over 13,000 volumes, without software, policy, or procedures in place, the East Bay community could not easily access resources within the collection. A small committee gathered and sought to increase access, both to scholars who may be interested in Marxist literature, but to also advance the library’s mission of “helping working people understand and create their role in history”.

While still in the beginning of the project, the committee has used tools and policy that aligns with the mission of the library, including using vendors and software run by leftist political groups. This presentation will cover the scope of our project, its progress, and how small community-run groups can increase access to counter-hegemonic literature that may not be prioritized within larger organizations.

The Macro Challenges of Microformats: A Tale of Deaccessioning and Digitization

Sarah McClung – Head of Collection Development, University of California, San Francisco Library & Chris Freeland – Director of Open Libraries, Internet Archive

The University of California, San Francisco (UCSF) was tasked in 2017 with removing its microformat collection of over 12,500 items when the space it occupied was slated for repurposing. This collection was a prime candidate for weeding since the Library had not had operational microformat readers for over a decade, leaving the collection inaccessible for in-house use. As is often the case when undertaking a weeding project, getting rid of these materials was not a straightforward process and uncovered many other issues. Unreliable metadata, shared purchase agreements, and time consuming holdings checks all threatened to stall the project for nearly two years. After extensive analysis, 25% of the microformats were sent to an offsite storage facility that had the appropriate machines to read the materials and make them available for users again. The remaining 75% were deemed duplicative of existing holdings and, instead of simply throwing them away, were donated to Internet Archive for digitizing and wider accessibility.

Increasing Discoverability, Access and Circulation of Objects (Equipment and Realia) in Libraries

Cyrus Ford – Special Formats Librarian, University of Nevada, Las Vegas

Objects bring great value to the library collections of school, public, and academic libraries. They are essential for learning, professional development, and technology literacy of users. Increasing demand for realia and equipment such as laptops, headphones, digital cameras, computer keyboards, projectors, game consoles and the like requires special attention and support by libraries. Catalog records created for public view should include more descriptive information about each piece of equipment to increase access and circulation of these items.

This presentation is about different kinds of objects displayed and used in libraries and discusses how to increase discoverability and enhance MARC records representing these collections.

Lightning Talks


2- 3 quick 5-minute presentations where speakers can discuss one change they have made in their library.

Have an idea for a lighting talk? Stay tuned for a call for quick proposals through our listserve or contact us: nctpg1@gmail.com

Problem Sharing Activity

Have a problem? Someone (probably) has an answer!

Facilitated by Swetta Abeyta – Collection Management Analyst & Technical Services Specialist, Saint Mary’s College of California

When you join us at our annual meeting this year, please come thinking of ONE workflow-related issue  you have at work that you need help with. Among our members’ varied skill sets, there will probably be at least one person at the meeting who has the knowledge you’re looking for, and we’re going to help you find them and a solution to your problem.

If you’d like a head start on networking, here is the link to the Google sheets where you can list and answer questions: http://bit.ly/nctpg-networking

Happy networking!

Optional Tours:  

After lunch, we continue our tradition of hosting optional tours. All tours are 2:30 – 3:30. You may choose from the following:

Get an overview of the collections, see highlights from the archives and rare books, and see the DigiCenter in action, including the Internet Archive scribes and other equipment.

The C. Laan Chun Library is one of the more comprehensive research libraries of Asian art and culture in the country. Come and see some of the rare and specialized materials housed here. We will also tour the work areas and stacks around the reading room.

The SFMOMA Library collection reflects art movements, organizations, historians, critics, and makers of modern and contemporary art, as well as SFMOMA’s collections, exhibitions, and programming. Our librarian host will pull out unusual and special items for your perusal as well as show you their back-end processing and current projects and describe the offsite Archives.

Registration & Information

Register online to start or renew your membership and attend the Annual Meeting.  

$35 in advance, $40 at the door.

Tour Sign Up

Please visit our Google survey for more information and to sign up for your tour in advance.

If you have any questions about the event, please contact Rice Majors at ramajors@ucdavis.edu or you can email us at nctpg1@gmail.com.

This is not a San Francisco Public Library Sponsored Program. Please use contact information provided above.

Note: Refreshments are not allowed in the Auditorium.

Choosing Your Battles – NCTPG 81st Annual Meeting

San Francisco Public Library • Koret Auditorium

Friday April 6th, 2018 • 9:00 am to 1:00 pm

Choosing Your Battles

(Note: Registration begins at 9:00 am; NCTPG Annual Meeting starts at 9:30 am)

We all agree people who work in libraries are amazing, right? It’s rare that we do just one or two things in our day-to-day job. We work with systems and people, print and electronic, old and new, bulk and unique. Even so, we can’t do everything, no matter how much someone wants us to. Thus this year’s theme: Choosing Your Battles. Our speakers will share how they re-examined and reshaped their workflows to meet modern needs and capacities. Make time for new skills within current duties. Discern best practices from outmoded habits.  Get buy-in to let go and say no.  

We’re going to tap the experience of all our NCTPG members as well. We’ll have space available throughout the day to post problems and gather ideas, and network.

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:

Permanent Collections vs Temporary Collections: Considering the Future of Academic Library Collection Development

Michael Levine-Clark – Dean of Libraries, University of Denver

For most of their history, academic libraries have built permanent collections, maintaining and preserving content for future generations while also serving the needs of current users. Those two roles of the library – steward of cultural heritage and provider of resources to support the research and curricular needs of students and faculty – have coexisted, because in the print era they had to. Today we can think about those roles separately, and can divide our collection development strategies between building permanent collections to preserve material for future generations and building temporary collections to give current users the broadest and deepest collections possible. In this talk, we will consider some of the implications of this split, some related trends in collection development, and some strategies for thinking differently about our collections.

Raising the Bar on High Volume Depositories:  Barcode-based Accession Shelving

Agustin Castaneda – Print Materials Manager & Ricardo Dominguez – Library Page Supervisor, University of Southern California

Physical space for print materials is at a premium in libraries. University of Southern California’s library system is no exception. In the last two years, we have experienced higher than average weeding in the branch libraries to make room for student study spaces and additional offices. Grand Depository, which houses the largest part of the print collection, faced a shortage of space needed to maintain the large collection and accept the increased volume from other libraries. 

In 2015, the collections maintenance staff developed a project with a goal of maximizing the available physical space and streamlining the ingest process. The project team started by compacting the entire monograph collection. Then, we employed a barcode-based accessing shelving system to the remaining uncompacted items including newly transferred items. The new system significantly cut down on student workforce needs, increased capacity for staff to pursue other work, and accelerated the process of titles being discoverable in the catalog. Barcode-based accession shelving is replicable in small or large institutions, for the whole or a portion of the print collections, and with some variation to address prevailing issues. 

Short programs:

Before and After: Seeing is Believing

Yu-Lan Chou – Program Coordinator for Technical Services, Santa Clara City Library  

The short program will have a slideshow of changes made to the technical services workflow at the Santa Clara City Library. Output statistics as well as outcome will be examined.  

Weeding Made Easy and Green

Wen-Ying Lu – Head of Cataloging, Santa Clara University

This presentation shares how Santa Clara University Library saves time, effort and paper in using OCLC’s GreenGlass (part of their Sustainable Collection Services) and Innovative’s app Mobile Worklists to assess collection and streamline a multi-year weeding program.

Collaborating with Coworkers and Community: Establishing a Zine Library

Anders Lyon – Stacks Coordinator, Matthew P. Collins – Reference Librarian & Bryan Duran – Evening/Weekend Circulation/Reserves Coordinator, University of San Francisco

Zines are short-run, independently published magazines on a variety of subjects. Common themes include art, comics, poetry, short stories, memoirs, cultural criticism, and social commentary. The Gleeson Zine Library is a small collection of zines that circulate to the University of San Francisco community. They host zine making workshops and regularly work with classes to bring attention to this collection. Functioning as a collaborative collection, Gleeson’s Zine Library is made up of donations and contributions that foster the unique voices from our community and those around us.

They will briefly discuss the importance and history of zines, zine culture, and zine distributors. They will talk about how they gained buy-in from library administration to establish the collection, created policies for access to the collection, and collaborated with technical services departments to develop and catalog the collection. The conversation will also cover zine resources, collection development strategies, and ideas for promotional workshops.

Problem Sharing Activity

Have a problem? Someone (probably) has an answer!

Facilitated by Michelle Paquette – Cataloging & Metadata Librarian, Stanford University

When you join us at our annual meeting this year, please come thinking of ONE problem you have at work that you need help with. Among our members’ varied skill sets, there will probably be at least one person at the meeting who has the knowledge you’re looking for, and we’re going to help you find them. You’ll get to know your fellow NCTPG members a bit while simultaneously helping you get one step closer to solving that problem.

Optional Tours:  

After lunch, you are invited to join your colleagues on one of three tours of local collections. All tours are 3:30 – 4:30.

  • San Francisco History Center at SF Public Library Get an overview of the collections, see highlights from the archives and rare books, and see the DigiCenter in action, including the Internet Archive scribes and other equipment.
  • Prelinger Library The Prelinger Library is an independent research library open to anyone. It is uniquely organized to optimize browsing the collection of 19th and 20th century historical ephemera, periodicals, maps, and books, most published in the United States. Much of the collection is image-rich, and in the public domain. The library specializes in material that is not commonly found in other public libraries.
  • California Judicial Center Library Look behind the scenes at the library serving the California Supreme Court and Court of Appeal, First Appellate District. The Judicial Center Library is not usually open to the public. CJCL’s collections contain more than 200,000 volumes, including all Federal and California primary legal resources, major secondary legal resources, and law reviews and journals of California and other major law schools. In addition, the Special Collections/Archives at CJCL collects the personal papers and other memorabilia of past and present California Supreme Court justices and other notable legal scholars, as well as the archives of the California Supreme Court Historical Society.

Registration & Information

Register online to start or renew your membership and attend the Annual Meeting.  
$35 in advance, $40 at the door.

Tour Sign Up

Please visit our Google survey for more information and to sign up for your tour in advance.

If you have any questions about the event, please contact Rice Majors at rmajors@scu.edu or you can email us at nctpg1@gmail.com.

This is not a San Francisco Public Library Sponsored Program. Please use public contact information provided above.

Note: Refreshments are not allowed in the Auditorium.