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Just Keep Cataloging:
How One Cataloging Unit Changed Their Workflows to Fit the
Pandemic Remote, Hybrid, and In-library Work
Liz Woolcott
Head, Cataloging & Metadata Services
liz.woolcott@usu.edu
ALA Core Interest Group Week
Copy Cataloging Interest Group - July 29, 2021
Andrea Payant
Metadata Librarian
andrea.payant@usu.edu
Becky Skeen
Special Collections Cataloging Librarian
becky.skeen@usu.edu
Agenda
Background & Timeline
Phases of Remote Work
Lessons Learned
01
02
03
Background &
Timeline
Background

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Workplans
Phase 1
Phase 2
Phase 3
March – April 2020
May – August 2020
August – December 2020
January – August 15, 2021
COVID-19 Remote Work Timeline
March – August 2020
Workplans &
Phase 1
Individual workplans
o Modified for remote work
Remote work responsibilities
o Coding project, digital collection metadata,
professional development, transcription, EAD
guide remediation, and ArchivesSpace
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Copy Cataloging (1st workflow)
o Collection Management staff
o Received item
o Entered cataloging information into Airtable (May-June 2020)
o Stamped, tattle-taped and barcoded the item before checking it out and
sending it to the patron
o Upon return circulation staff would label and RFID the item before shelving
o Systems librarian ran periodic reports to ensure all books were cataloged
o Cataloging and Metadata Services Staff
o Used information input into Airtable to catalog item while book was out to
the patron and change the location code to match the call number
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The document discusses research data management at Utah State University (USU). It provides a history of USU's data management efforts beginning in 2013 with the creation of a campus committee and the hiring of a Data Librarian in 2015. The librarians developed a compliance program to meet federal requirements for data sharing and launched it in 2016. They now provide standard resources like a website and consultations, as well as non-standard services like annual communication with researchers regarding data deposit requirements. The document concludes with suggestions for backing up data using the "Rule of 3," describing data adequately, and organizing data files and directories.

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Remote Cataloging Workflow (2nd workflow)
o Collections Management and Resource Sharing staff add
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o Student technicians in charge of labeling, barcoding, and
RFIDing items
August-December 2020
Phase 2
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In-Library responsibilities
Quarantine system (internal, at least 24-hours)
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 Indicate date/time dropped off in CMS and from CMS to
Circulation
Weekly shifts (some catalogers & student workers)
• Shared online calendar (TeamUp)
• Primary responsibility
 Item tracking
 Catalog time sensitive items (rush = POD, DDA, Hold)
Phase 2 – Orange Level, 75% remote
Airtable Tracking
o Added information to assist with remote cataloging (complex
cataloging)
 ISBN
 Publisher
 Publication Year
 Publication Location
 Pagination, Illustrations, and height
 Optional: photographs of items (e.g., title page, title page
verso)
o Complex items assigned to at-home cataloger, placed on holding
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Any questions?
Thanks!
Becky Skeen
Special Collections Cataloging Librarian
becky.skeen@usu.edu Andrea Payant
Metadata Librarian
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Just Keep Cataloging: How One Cataloging Unit Changed Their Workflows to Fit the Pandemic Remote, Hybrid, and In-library Work

  • 1. Just Keep Cataloging: How One Cataloging Unit Changed Their Workflows to Fit the Pandemic Remote, Hybrid, and In-library Work Liz Woolcott Head, Cataloging & Metadata Services liz.woolcott@usu.edu ALA Core Interest Group Week Copy Cataloging Interest Group - July 29, 2021 Andrea Payant Metadata Librarian andrea.payant@usu.edu Becky Skeen Special Collections Cataloging Librarian becky.skeen@usu.edu
  • 2. Agenda Background & Timeline Phases of Remote Work Lessons Learned 01 02 03
  • 5. Workplans Phase 1 Phase 2 Phase 3 March – April 2020 May – August 2020 August – December 2020 January – August 15, 2021 COVID-19 Remote Work Timeline
  • 6. March – August 2020 Workplans & Phase 1
  • 7. Individual workplans o Modified for remote work Remote work responsibilities o Coding project, digital collection metadata, professional development, transcription, EAD guide remediation, and ArchivesSpace ingestion Phase 1 – Red Level, 100% remote
  • 8. Phase 1 – Red Level, 100% remote Copy Cataloging (1st workflow) o Collection Management staff o Received item o Entered cataloging information into Airtable (May-June 2020) o Stamped, tattle-taped and barcoded the item before checking it out and sending it to the patron o Upon return circulation staff would label and RFID the item before shelving o Systems librarian ran periodic reports to ensure all books were cataloged o Cataloging and Metadata Services Staff o Used information input into Airtable to catalog item while book was out to the patron and change the location code to match the call number o Collections Management and Resource Sharing Unit (CMRS) decided this amount of detail was unsustainable
  • 9. Phase 1 – Red Level, 100% remote Remote Cataloging Workflow (2nd workflow) o Collections Management and Resource Sharing staff add ISBNs to brief ILS order records o Item cataloged by using ISBN o Item placed on cataloging unit shelves o Student technicians in charge of labeling, barcoding, and RFIDing items
  • 11. Phase 2 – Orange Level, 75% remote In-Library responsibilities Quarantine system (internal, at least 24-hours) • Drop-off forms  Indicate date/time dropped off in CMS and from CMS to Circulation Weekly shifts (some catalogers & student workers) • Shared online calendar (TeamUp) • Primary responsibility  Item tracking  Catalog time sensitive items (rush = POD, DDA, Hold)
  • 12. Phase 2 – Orange Level, 75% remote Airtable Tracking o Added information to assist with remote cataloging (complex cataloging)  ISBN  Publisher  Publication Year  Publication Location  Pagination, Illustrations, and height  Optional: photographs of items (e.g., title page, title page verso) o Complex items assigned to at-home cataloger, placed on holding shelf and processed later
  • 13. Phase 2 – Orange Level, 75% remote Airtable - Integration with Slack o Remote Questions o Used to gather needed information to complete cataloging – Airtable automated messaging sent to a dedicated Slack channel o Example: Slack message sent from Airtable "There are 2 copies on this record: which one is to be withdrawn?" Responsibilities documented in Confluence o In-Person Cataloger Responsibilities (MORNING) o In-Person Cataloger Responsibilities (EVENING) o Remote Cataloger Responsibilities • Remote Cataloging - Additional Tasks, Time Permitting
  • 14. Phase 2 – Orange Level, 75% remote Remote work responsibilities o Cataloging assigned items, batch processes o Digital collection metadata (includes remediation) o ArchivesSpace o Scholarship and professional contributions
  • 16. Phase 3 – Yellow Level, less than 75% remote Improved quarantine system (internal, 24-hour) o Drop-off forms with rotating quarantine carts  AM and PM responsibilities Increased shifts (more catalogers & student workers) o Primary responsibilities  Time sensitive items (rush = POD, DDA, Hold)  Other items Continued Airtable tracking and use of holding shelves, other remote projects
  • 19. Lessons Learned Communication o Frequent updates and transparency o Multiple methods more effective (Email, Slack, Zoom) o Extra care, consideration, sensitivity Health and Wellness o Social hours (optional) o Fun Slack channels o Administration  2.5 hours health and wellness time per week
  • 20. Lessons Learned Flexible workflows • Can re-implement at any level, if needed
  • 21. Any questions? Thanks! Becky Skeen Special Collections Cataloging Librarian becky.skeen@usu.edu Andrea Payant Metadata Librarian andrea.payant@usu.edu Liz Woolcott Head, Cataloging & Metadata Services liz.woolcott@usu.edu