Category Archives: Operations

– how to
– everyday work
– routine processes

Zhuo Pan, Resident Librarian for Resource Description

Collections Services was pleased to welcome Zhuo Pan (潘倬, Pān Zhuō) on August 14, 2023 as Resident Librarian for Resource Description.  It has been a busy and engaging three months for Zhuo and the Resource Description Department and we are glad Zhuo was here to share them with us.  Zhuo received his Master of Library and Information Science at the University of Washington earlier this year, where he also served as a Library Data Specialist in the UW Libraries.  Zhuo received his Bachelor of Library Science from Wuhan University.  Though new to Duke in Durham, Zhuo is returning to the wider Duke University community.  He worked at Duke Kunshan University Library, both as an intern and as Library Assistant for Technical Services.   In his current position, Zhuo forms one-half of the inaugural cohort of DUL’s Residency Program, which seeks to enable recent graduates of an MLIS or related graduate program to gain experience in a highly specialized area of librarianship.

The cover of 法海寺壁画临本, with images of people in elaborate robes and a background of flowers.
Book cover showcasing figurative art with beautiful fabrics and flowers.

In his position as Resident Librarian, Zhuo describes materials to make discovery possible through the Duke University Libraries Catalog.  His work also contributes new and improved records to WorldCat, which is a catalog of library resources from all parts of the world.  Because catalogers must learn to use subject knowledge across a variety of disciplines and to apply complex international standards when creating catalog entries, gaining expertise is a long-term process and hinges on training and mentoring.  Zhuo brings to his current position experience both with hands-on cataloging at Duke Kunshan University Library, as well as experience with the international set of elements and guidelines for creating metadata for library resources from his position at UW libraries.  It has been gratifying to build on Zhuo’s knowledge and experience by working to describe books awaiting description.  During his first three months, Zhuo acquainted himself with internal workflows, policies, and the tools and documentation that support these.  He also spent significant time assessing and categorizing materials in the Chinese language cataloging queue.  This facilitated a training strategy focused on specific types of description, starting with literature, then transitioning to comics and graphic novels, and moving onto local history.  For a snapshot of Chinese language books cataloged in the last 3 months, check the catalog. Zhuo provided description for over half of new titles added during this period. The Monograph Acquisitions department, where books with records that are complete in WorldCat at the time of receipt are processed, provided description for the remaining  portion.

A black and yellow book cover with text in multiple languages.
This graphically eye-catching cover needs to be cut open (carefully!) in order for the book to be described.

Most recently, Zhuo has worked on books about art and photography.  This is an especially complicated area of description with many special requirements for noting creators and subjects associated with artistic works.  In addition, art and photography books often reflect their discipline, meaning they get artsy with how the physical book is presented.  This adds an extra layer of challenge to describing the physical resource.  Zhuo has come across books that are portfolios with loose plates of images, books with pages that fold out to create larger-format reproductions of photos, and even a book that is sealed in its entirety and needs to be carefully cut open before he can describe it.  Following are some photos of recent art books that Zhuo has encountered.  I particularly enjoyed working on the book that included parallel texts in Chinese and Russian languages with Zhuo since we each got to use our particular linguistic strengths to describe it.  This partnership is just one example of the myriad ways that original catalogers constantly work together to use combined expertise in resource description.  Here is looking forward to many years of working with Zhuo to provide timely and inclusive description of library collections.

A red book standing up on a desk, with the title 苏联人镜头中的新中国 = Новый Китай сквозь объектив Советского человека in black on the cover.
Parallel Chinese and Russian edition of the
photographic works of V.V. Mikosha.

A Day in the Life: Robin LaPasha

White woman with gray hair in a maroon shirt, holding a book about folk dresses.
Robin holding Белорусский народный костюм, available soon at Lilly

Hello. I’m Robin LaPasha, a library associate in the Non-Roman Languages Unit of Duke Libraries’ Monograph Acquisitions Department.

From the start of college at the University of Montana, I was drawn into the hobby of ‘international folk dancing.’ I have been learning East European and Balkan folk music, dance and crafts ever since—songs, tunes, dances (and folk costumes) from Russia west to Poland, and down through the Balkans to the Mediterranean. It led me to switch my major to Russian. After finishing that degree, my spouse and I moved back to the East Coast, to Durham. I got a master’s degree in Russian from UNC-CH, where I also worked as a student assistant in Davis Library. Then I completed a PhD in Russian literature from Duke, after a fall semester of dissertation research in Moscow libraries.

I started working at Duke Libraries in 2001, in the Perkins building, Acquisitions department. I handled a wide variety of languages and materials, but later I worked more specifically with Slavic vendors, setting up Russian and Ukrainian orders and copy cataloging. We moved from Perkins to the Smith building, and Duke’s Slavic collections added a Polish approval plan, and also expanded the original Russian approval plan to also provide Russian fiction, Ukrainian, Belarusian, and some Kazakh and Kyrgyz selections.

Here at the Smith building, I order books at the request of our Librarian for Slavic, Eurasian, and Eastern European Studies. As my colleagues do, I select a vendor, and place firm orders for the titles. For approval material, I review the offers from our contracted vendors (along with my selecting librarian), we usually approve (order) most or all of the titles if they are within our plan parameters and budgets, and I pay the invoices. I also communicate directly with the vendors concerning requests and problems (shipping errors, damage, etc.). On the more ordinary levels of cataloging and physical markup of the books, I copy-catalog the books (or send them along for more extensive cataloging), and I train student assistants to apply the labels and markings needed to prepare those books for use in Duke’s libraries.

A black, tan and white dog standing in front of yellow flowers
Rokka the Finnish Lapphund, essential moral support

As far as the “days” of my work, I appreciate the camaraderie in Smith. There are many kinds of good things happening, which stretch across our library’s receipts and processing areas. The first situation is obvious in a library context—every few months, someone in Smith opens a newly-arrived box in their normal receipts and finds what turns out to be a visually unusual and interesting book. Immediately we all huddle around for a few minutes to see it; the urge is irresistible. Or, a morning dog visit to the parking lot is declared, and many of us exit Smith bays 9 and 10 for puppy appreciation.

The second kind of a good thing we have in Smith building is that our teams work smoothly and generously across the departments. For example, on behalf of our selecting librarians, we in Non-Roman languages occasionally place orders with our vendors to be received by other teams (such as ERSA) or vice versa, and Resource Description team members help with original cataloging for our rush titles… it is an appreciated sharing of skills and labor across our Smith bays.

Wooden book cart full of Slavic-language books
Just a few of the books that come through Smith

For my own job in particular, although I enjoy both reviewing the orders and processing the boxes of books that follow, I most of all want to get those books ready for transport to their next library destinations—for their next reader.
Our Slavic approval plans begin with Russian, but do not end there. There are multiple vendors, plan agreements, budgets, and languages. The materials have diverse topics in most languages. Those languages are (alphabetically) – Belarusian, Kazakh, Polish, Russian, Ukrainian—and many, many more.

Check out Белорусский народный костюм : крой, вышивка и декоративные швы and thousands more at Duke University Libraries today!

Duke University Libraries (DUL) Residency Program – Information Session

Please join us next week to learn more about these positions and ask questions. We are offering an information session over Zoom where we will share more information about the university, our library, and these residency positions. No registration is needed just click the link at the listed date and time. This is in Eastern Standard Time. Participants can login as anonymous, attendee names only seen by panelists.
Thursday, April 6th at 3:00pm EDT at https://duke.zoom.us/j/95991230185
The Duke University Libraries (DUL) Residency Program will be a threeyear program providing enhanced professional development and mentorship to enable two recent graduates of an MLS or related graduate program to gain experience and expertise in a highly specialized area of librarianship. As a member of the ACRL Diversity Alliance, DUL is launching the Residency Program as part of our organization’s commitment to “diversify and thereby enrich the profession” and “to build an inclusive organizational culture supportive of Black, Indigenous and People of color (BIPOC).” Two Residents will be hired in tandem to create a cohort experience every three years.

This program seeks to provide meaningful work placements in specialized fields of librarianship, aligning the professional goals of residents with the strategic goals of DUL. To this end, the residency program will guarantee professional development funding to Residents to fund travel, conference attendance, presentations, etc. related to skill building and their ongoing career trajectories. Additional professional development will also be offered to residents through both DUL and Dukewide programming. Formal and informal mentorship opportunities will also be provided to Residents. While an offer for regular employment is not guaranteed after the threeyear program, Residents will be placed intentionally with the goal of their positions becoming regular, ranked librarian positions if successful during their threeyear terms. The pilot years of this program (FY 20232026) will begin with recruiting two librarians, a subject specialist in South and Southeast Asian studies and a resource description librarian with a focus on specialized language cataloging.
Resident Librarian for Resource Description
The Resident Librarian for Resource Description works collaboratively with the Original Cataloging Team and with other library colleagues to assist in the creation, management, and configuration of DUL metadata for description. The Resident Librarian will gain experience in applying international cataloging standards to resources in multiple formats and across all subjects in a way that promotes inclusive and effective access, with a focus on a language or languages from the following collecting areas Middle Eastern (e.g., Arabic, Persian, Turkish), East Asian (Chinese, Korean),  Central/South/Southeast Asian languages (e.g., Urdu, Hindi, Bengali, Sanskrit, Uzbek, Kazakh), or Slavic languages (e.g., Russian, Ukrainian). The resident will gain experience working collaboratively on projects and utilizing opensource tools that support better discovery of library resources.

View the job posting and apply:
https://library.duke.edu/about/jobs/resourcedescriptionresidency

Resident Librarian for South and Southeast Asian Studies

The Resident Librarian for South and Southeast Asia serves as the primary liaison for faculty and users in the interdisciplinary fields of South and Southeast Asian Studies at Duke University. The Resident Librarian develops and manages the collections from and about South and Southeast Asia, and provides specialized reference assistance and instruction. The Resident will gain experience  working collaboratively with library staff, students, and faculty through teaching, research consultations, outreach related to library collections, and other special projects. 

View the job posting and apply:
https://library.duke.edu/about/jobs/southsoutheastasiaresidency

Introducing Collections Services

Duke's blue devil reading a book - the library iconEarlier this year, the Collection Strategy & Development department was added to Technical Services.  After his arrival, Joe Salem, the new Rita DiGiallonardo Holloway University Librarian and Vice Provost for Library Affairs, affirmed that this organizational change, which mirrors existing structures at many of Duke’s peer institutions makes strategic sense moving forward. It brings together collection strategy and stewardship around the lifecycle which is now wholly represented in the division. It is important to mark this change to update the framing of collections holistically.

Since its inception, the modern Duke Libraries as part of a comprehensive, research institution grows daily as scholarship continues, formats change, and culture evolves. Our work is supporting the full resource lifecycle which enables a range of scholarly pursuits. The six departments in the division (Collection Strategy & Development, Conservation Services, Continuing Resource Acquisitions, Metadata & Discovery Strategy, Monograph Acquisitions, Resource Description) are responsible for overarching collections stewardship – strategy and analysis, licensing and acquisition, access and description, and preservation to extend the life and reach of Duke University Libraries’ (DUL) collections.

Within this division, it is important to highlight that we are tasked with working across the collections spectrum. We provide support directly or indirectly for nearly all collections-related programs. We support general and special collections, in English and on average over 80 non-English languages. Of course, we support all formats – physical and online. We provide collections management and/or cooperatively work with all Duke affiliated libraries, and we keep DUL’s collections networked through extensive engagement with its many consortia partners.

With these things in mind, I wanted to note two changes that are effective immediately. First, the Continuing Resource Acquisitions department will now be called Electronic Resources & Serials Acquisitions (ERSA) to provide a more overt understanding of that work. And finally, Technical Services is now named Collections Services. It is a good amalgamation of where we’ve been as well as where we are now. Updates to the directory, website pages, org chart, etc., will all be made in the coming weeks.

A Day in the Life: Adam Hudnut-Beumler

A man and woman stand in front of a pale green lake surrounded by rocks and trees.Hello! My name is Adam Hudnut-Beumler, and I am a Serials Management Associate in the Continuing Resource Acquisitions Department. When not at work, I love going to bar trivia, playing sports, binging podcasts and hiking. But how did I get to Duke?

In 2017, I came to Durham right after college to start a PhD in American Religions at Duke’s Graduate Program in Religion. During that time, I got a summer job as a student assistant working in the stacks and at the desk at Lilly Library. Somewhere along the line, I realized I liked contributing to the library more than studying critical theory, so after three years I pivoted my career aspirations to the library. Gratefully, in February 2021 I started as a Serials Management Assistant with CRAD. I am also thankful for the support of the department as I also attend the UNC-Chapel Hill School of Information and Library Science. My coursework allows me to acquire data science skills of use to academic libraries and our patrons.

I began my current responsibilities around the start of May 2022. Placing orders, paying invoices, and handling vendor communication make up the core of my job. I also copy catalog and manage the receipt and labeling of Duke’s Government Documents collection. Working constantly between DUL’s order, subscription, item, and holdings records in our current ILS Aleph, the job also requires a diligent eye to ensure our periodicals and serials data and metadata are correct and up to date for our users. As our department looks to the transition to FOLIO next summer, I attend weekly meetings with my Serials Management Team members to advocate for greater serials and periodicals acquisitions functionality.  Screencap of a spreadsheet describing claimable issues of periodical orders.

Recently, I brought my library school learning into my job for CRAD’s annual subscription renewals review project. Starting with the spreadsheets of our open orders provided by our major vendors, I added a column that lists all past-due issues aligned with each order row. I used the principles of database querying I learned in a course this summer to develop a working knowledge of the Aleph Reporting Center. I created a report of all periodicals with elapsed expected arrival dates, and then read that data as a .csv into a Python script which could combine multiple issues’ data into single lines for each order number. After transforming the data, I read the .csv back into Excel and used the VLOOKUP function to join my claimable issues table to our renewals spreadsheets on the order number. With this data readily available, we can identify our problematic subscriptions at a glance and achieve a thorough claiming of the materials DUL promises to provide its patrons.

I feel blessed to work with such a talented team. Our department head, Virginia, and our team leaders, Bethany and Abby, promote open collaboration and communication. We always have each other’s backs in CRAD. The other great thing about working in Technical Services broadly and CRAD in particular is the breadth of materials and areas of the library our work touches. Digital and print, humanities and sciences, East and West Campus,all corners of Duke University Libraries and its offerings intersect with CRAD. Getting to know colleagues across DUL divisions is an added bonus of that variety. With that variety comes a lot of complexity, and the job forces you to have a good memory for DUL’s many codes and abbreviations. SMT work takes you across Aleph modules—Acquisitions, Cataloging, and even Circulation regularly—and requires learning of multiple vendor websites, Caiasoft for LSC records, and external programs like WinSCP and OCLC Connexion. It is work that turns you into a jack of all trades (and master of some). Using those skills to work with colleagues in other TS departments is always a treat—Smith Solidarity! No one does it quite like TS.

 

TRLN Annual Meeting Report

This year the Triangle Research Libraries Network (TRLN) annual meeting was held on July 11th and 12th, and some of our very own staff presented.
Below, please find summaries and slides for two of the presentations we were proud to give and watch!

Integrating FOLIO into ERM workflows at Duke University Libraries (presentation slides)

Continuing Resource Acquisitions colleagues Bethany Blankemeyer, Virginia Martin, and Abby Wickes presented on integrating FOLIO into existing e-resource management (ERM) workflows at Duke University Libraries. The presentation kicked off with an overview of the FOLIO library management system and the workflow improvements the department has experienced after implementing the Licenses and Organizations apps in 2020. Because DUL did not have an ERM system before implementing these FOLIO apps, the department benefited right away from centralized places to manage this data. The department uses the Licenses app to store data about e-resource license agreements, and the Organizations app stores information about providers and vendors the library works with (which had previously been tracked in a variety of spreadsheets.) The structured records for Licenses and related documents make it much easier keep track of information about them, including related Organizations and Amendments, term start and end dates, and various coded terms such as inclusion of confidentiality or ADA language. The department has incorporated these apps into existing Trello workflows to ensure the FOLIO records are kept up to date. In the near future the CRA department also expects to implement the eUsage and Agreements apps, which will also provide workflow efficiencies. Currently the department supports routine and ad hoc cost per use analysis by manually gathering COUNTER reports for major content providers on a quarterly basis. When the eUsage app is implemented, the majority of the usage stats will be gathered automatically and more frequently via SUSHI, which will be much less work. The Agreements app has functionality unique to FOLIO; it’s a place to store information about deals that also acts as a connecting hub for many different components of provider and vendor relationship information, such as relationships between licenses, holdings, and Acquisitions apps. DUL is planning a full FOLIO implementation in July 2023, at which point apps including Orders, Receiving, Invoices, and Finance will replace the current Aleph ILS. This will be a big change, but some benefits include a cleaner, more modern user interface, templates for order creation, improvements exporting acquisitions data, and more robust options for moving POs between instances. Overall, the department is looking forward to having acquisitions and e-resource management data in one system.

Change Management – A Microcosm (presentation slides)

The Monograph Acquisitions Transition Team (Stephen Conrad, Bronwyn Cox, Sara Biondi and Fouzia El Gargouri in absentia) with Bill Verner and Natalie Sommerville reflected on the process of change in libraries, and how their experience ingesting and adapting to a new workflow might translate to a larger stage.
In January 2021, physical processing workflows from one department were relocated into Monograph Acquisitions. In order to facilitate this reorganization, planning was done by the heads of the original and destination departments, and a transition team convened to learn the workflows, describe them in documentation, and train their peers in executing them with a minimum of disruption or dissatisfaction.
This was a successful change for the department; it originated with a clear destination, grew out of a strong sense of established trust in Monograph Acquisitions, fundamentally empowered staff to guide the change on their own, and was fully supported beginning to end by management. These strategies, and others that were based in deep respect for the expertise and knowledge of staff were crucial, and shed a little light on how larger-scale challenges and changes might be managed successfully across the library.

Smith in the Time of COVID (Or, How I Learned to Keep Worrying but Love the Locked Door)

After months of lockdown during which most print-based workflows were interrupted, many of the Duke University Libraries Technical Services staff recently returned to glorious Smith Warehouse as part of Phase II of the Return to Work plan:

Never have we been so happy to see Brick Prison

We are pleased to report that almost immediately our working lives went back to normal, with no inconveniences, disruptions, slowdowns, or meltdowns!

Or, wait, let me check my notes…

NO.

That is not what happened. In fact, like all DUL staff we have had to change almost everything about how we do our work in order to continue to get resources to our patrons while maximizing safety for our staff.

Only about 50% of our staff were approved to return to Smith. Included were only those whose work involves the processing of incoming physical material for Duke Libraries’ collections and by necessity must be done on-site. This included members of:

Shelf Prep

Cheerful even in the time of COVID!

Continuing Resource Acquisitions

Hard at work *and* mask-fashionable

Monograph Acquisitions

He’s smiling under there, honest

In advance of the staff’s return, Tech Services department heads reviewed the workstation layout in Bays 9 & 10, reconfiguring it like callous deities so that we could have at least one vacant cubicle on all sides of any single occupied workstation. In some cases, this meant that we had to uproot our staff from their comfy, familiar desks and send them somewhere new:

Bronwyn’s old workstation -WHERE’S BRONWYN???
Oh, there she is! She’s in Julie B.’s old cube, like some transplanted invasive species. Nice chair, tho!

In addition to creating physical buffers between workers, we have somewhat staggered our schedules to minimize the number of people on site on any given day:

Fouzia demystifying her weekly schedule like a boss Team-Lead

Once we had everyone spaced out appropriately (no double meaning intended), we established quarantining procedures in keeping with the DUL Protocols for Collections Handling.

Incoming freight is quarantined for 48 hours before being transferred to our box-opening area for unpacking:

Gobi boxes de-disease-ing over in the corner, while Tabitha does a champion’s job on the front lines of freight intake!

Meeting rooms have been re-appropriated as quarantining and staging areas:

No more people meetings! Only box meetings!
Bindery staging relocated to make space for quarantining. Oh, room 158 – you are tiny but useful

But what of the Catalogers, ask ye? (Ye were about to ask, weren’t ye?) Well, the Monographic and Serials Cataloging staff is currently working entirely remotely. We have set up a contactless system for each Cataloger to pick up boxes of books to take home for description on a regular basis. The boxes are quarantined for 48 hours before being released to staff and upon return:

Stay back! Yucky Catalogers have touched!

The above-described space and process changes have been disruptive to the level of efficiency we have come to expect from ourselves, it must be said. And returning staff experienced heightened anxiety, having to acclimate to new routines in the midst of an already stressful RTW process. But taking the time to implement these changes systematically has allowed us quickly to resume the important work of getting books, periodicals, CDs, and DVDs out to the shelves and into the hands of our patrons. We’re pleased to report that freight shipments to Smith have resumed and that, having settled into our new routines, we’re up and running at speed now.

Sadly, though, our weekly Tech Services bathroom parties are now on indefinite hiatus:

Limits on bathroom occupancy