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


Workshop: When the Back of House Becomes the Front of House: The Changing World of Technical Services

We are pleased to announce details and registration for an in-person, half-day workshop of presentations, lightning talks, and roundtable discussions co-sponsored by CARL’s Academic Librarians’ Interest Group North (ALIGN), CLA’s Academic Interest Group, and the Northern California Technical Processes Group (NCTPG):

When the Back of House Becomes the Front of House: The Changing World of Technical Services


Friday, 21 April 2023

St Clare Room

Santa Clara University

Description: It is well documented that the adoption of ever-advancing technology during the digital age has led to an environment of continual change across every aspect of librarianship. This is perhaps no more so than in technical services, where pandemic conditions led to outright upheaval. Formerly behind the scenes, developments in recent times have only accelerated a years-long process of raising the profile, and shifting the job duties, of technical services.Join ALIGN, CLA’s Academic Interest Group, and NCTPG as our presenters explore:

  • Who is now doing the work of tech services
  • What the work now encompass
  • Current issues facing technical services

Presentations: “I Can’t Wait for AI to Take over My Job””What I Wish I Knew About My Job: A Needs-Assessment Rubric for Cataloging and Metadata Librarians”

Lightning Talks: “Effective Description: A Vision for Better Metadata Product, Better Process””Putting Privacy First: A Lightning Talk Focusing on Vendor Privacy Audit”Register here (registration includes lunch)

  • ALIGN/CARL/CLA/NCTPG members: $15
  • Non-members: $20
  • Students & retirees: $5

Public transportation options are available in this FAQ

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.

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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.

BIBFRAME activities during a pandemic

Join NCTPG for an online webinar!

Title: BIBFRAME activities during a pandemic

Presenter: Jodi Williamschen, Senior Technical Metadata Standards Specialist, Library of Congress

When: January 20, 2022, 10:00 am to 11:30 am PST

Where: Online via Zoom

March 13, 2020 was the last day that the BIBFRAME development team in the Network Development and MARC Standards Office worked on-site at the Library of Congress. Since then, the team members have only returned to the library a handful of times to pick up new laptops. However, work on the BIBFRAME cataloging pilot at the Library has continued and expanded. Join NCTPG in a discussion with Jodi Williamschen, Senior Technical Metadata Standards Specialist, from Library of Congress as she provides an update for the last 22 months on the BIBFRAME project.

Jodi Williamschen joined the Network Development and MARC Standards Office at the Library of Congress in 2017. She is part of the BIBFRAME development team, where she tests software changes, maintains data conversion specifications, edit XSLT conversion routines and answers questions from catalogers and developers. Before moving to Maryland, Jodi worked at Innovative Interfaces in Emeryville for 21 years. She held a variety of positions in customer support, implementation, and product management, including product manager of the SkyRiver bibliographic utility.

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 nctpg1@gmail.com.

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: https://forms.gle/uSnHecrarBvnmpPE7