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 or you can email us at

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.


Call for Presentations

We are pleased to announce that the next Annual Meeting of the Northern California Technical Processes Group (NCTPG) will take place in San Francisco April or May 2018.

Our 81st annual meeting will be organized under the theme “Choosing Your Battles.”

For 2018, we will have two options for presenting.  Full presentations are usually 20-30 minutes with additional participation in a panel discussion.   We are also excited to say that we are seeking proposals for 5-minute presentations where speakers can discuss one change they have made in their library.

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.  We are planning a half-day event to be held in Koret Auditorium at San Francisco Public Library.

Possible topics could include:

  • System migration(s)
  • Flying solo in a smaller technical services setting
  • Collection building & assessment
  • Small projects ($5k or less) that have big impacts
  • Hiring for technical services
  • Improving workflows

Please submit your proposal to the NCTPG steering committee with the subject “2018 Call for Presentations” at

Deadline for submission: Wednesday, 13 December, 2017.

Save the Date! NCTPG 80th Annual Meeting


Please join us for the NCTPG 80th Annual Meeting:
Friday • April 28, 2017 • 9:00am – 1:00pm
San Francisco Public Library • Koret Auditorium

The Northern California Technical Processes Group (NCTPG) is pleased to announce the date of its 80th Annual Meeting. Please join us.
Presenters include:
• Xiaoli Li, Head of Content Support services, UC Davis
• Luis Herrera, City Librarian, San Francisco Public Library
• Mark Matienzo, Collaboration & Interoperability Architect, Stanford University

More details will be coming soon. Follow us! @nctpg1 • •

Tour Stanford’s David Rumsey Map Center and Digital Production Group Lab

The Rumsey Mmapap Center opened in April 2016 to great acclaim, including this article in National Geographic magazine. On our private tour, you can overlay historic maps with current data on their 16 x 9-foot display, “flip” through the digital archives, and see all the ways Stanford University Libraries are combining technological innovation and age-old navigation tools. But first, near and dear to our technical processing hearts, we will visit the Digital Production Lab for a backstage look at how delicate and unwieldy maps and books are made accessible to a larger audience.

When: Friday, February 24, 2017

Where: Stanford University’s Green Library

Who: Up to 13 NCTPG members or affiliates (first to email us: )

Time: 9:40 am – 1:00 pm (+ optional additional time at DRMC or other Stanford Library)


  • 9:40 – 10 am: Registration. Meet at front desk of Green Library. Short registration is required by Stanford libraries. Bring valid government issued ID. Address: Cecil H. Green Library, 557 Escondido Mall, Stanford, CA 
  • 10:00 – 11:00 am: Tour of Stanford Digital Production Group Lab
  • 11:00  – 12:00 pm: Tour of David Ramsey Map Center (DRMC)
  • 12:00 – 1:00 pm: Lunch with NCTPG at Stanford Business Center (lunch is self-pay)
  • 1:00 pm +: Optional individual visits to DRMC (open to the public 1-5 p.m.) or other campus libraries

Fees: Tours are free; Lunch is self-pay

Note: All personal belongings, with the exception of laptops, cell phones, and small hand-held cameras, must be stored in an assigned locker while in the Map Center.

Related Links: 

We look forward to seeing on on the tour!
NCTPG Officers:
Justine Withers
Renata Ewing
Robert Rohrbacher
Shelley Bodamer
Erin Lybrand
Diane Cowen
Michelle Paquette

Add a tour to your 2016 Annual Meeting experience

The NCTPG Steering Committee is pleased to announce optional tours after the 2016 Annual Meeting. After lunch, join your colleagues on a tour of a local community collection.

Sign up for tours.

San Francisco Public Library History Center
2:30 – 3:30 p.m.
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.
Main Branch, 6th Floor. 100 Larkin St. Limit 25.

GLBT History Museum
2:30 – 3:30 p.m.
Docent-led tour through three exhibits on queer history, posters, photographs, and artifacts.
$3 at the door.
4127 18th St. A ten-minute ride on the MUNI Metro or streetcar. Limit 18.

Tenderloin Museum and Walking Tour
2:30 – 3:30 museum, 3:30 – 4:30 p.m. tour
Visit the museum for an introduction to the Historic Tenderloin Neighborhood and then take a one-hour walking tour led by a resident historian.
$10 special rate for museum admission and tour, at the door.
398 Eddy St at Leavenworth. Six-block walk from SFPL Main. Limit 15.

NCTPG/OCLC Linked Data Event

Please join NCTPG and OCLC for a special Linked Data event at the San Francisco Public Library!

This event will be in addition to our Annual Meeting in the spring.

Library Data [R]evolution:
Applying Linked Data Concepts

Tuesday, February 10, 2015, 9:30 am – 3:00 pm
San Francisco Public Library

(Portions of this event will be live-streamed for virtual participants)

Archived footage and slides from the event


In recent years, libraries have made increasing explorations into applying linked data concepts to library metadata. Hear leaders from OCLC and the Library of Congress share insights into the evolving metadata landscape. Learn about two libraries’ active pursuit of linked data projects using BIBFRAME and standards, and see how linked data is changing workflows and consumption of library data. Later, join us for an OCLC update and in-depth discussion on the current and future directions of OCLC cataloging and metadata services.


(Note: The morning session will be live-streamed and open to virtual participants.)

9:00: Registration and refreshments for in-person attendees

9:30: The Metadata Landscape and Putting Metadata to Work

Sally McCallum, Chief, Network Development/MARC Standards Office, Library of Congress
Ted Fons, Executive Director, Data Services and WorldCat Quality Management, OCLC
Carl Stahmer, Director of Digital Scholarship, University of California, Davis Library
Kenning Arlitsch, Dean, Montana State University Library

11:30: Panel discussion, with questions from in-person and online attendees, moderated by Roy Tennant, Senior Program Officer, OCLC Research

12:30: Lunch, hosted by OCLC

1:30: OCLC Update, Eric Forte, OCLC Member Services Liaison

2:00: OCLC Cataloging and Metadata strategy, services and discussion

3:00: Adjourn

Register to attend


San Francisco Public Library
100 Larkin Street
San Francisco, CA 94102