We Want Your Input! 2026 OLC Technical Service Training

As we look ahead to the new year, the Technical Services Division Action Council is beginning to plan programming for 2026, and we’d love your input. We want to offer learning opportunities that are both valuable and realistic, recognizing that time, travel, and workload all factor into what works best for our members and their libraries.

With that in mind, we are currently considering the following options for 2026:

  • A full-day webinar with multiple training sessions
  • A webinar training day paired with a facilitated forum for discussion and shared problem-solving
  • A one-day, in-person retreat focused on learning and networking over lunch

Please let us know which format would be most useful to you or most feasible within your schedule by completing the survey below. If you have any program ideas or contact information for related programming, please email the TS Division Coordinator, McKenna Leckrone, at [email protected].

Your feedback will directly inform our planning for 2026, and we appreciate your help as we work to create programming you want to see.

Please complete the survey by January 23

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AI in Cataloging and Classification

Artificial Intelligence (AI) is becoming central to our working world. As libraries craft acceptable use policies and fine-tune their collection development policies, some of us might be thinking about how to catalog AI-generated resources and how AI can be used to facilitate cataloging practices. Librarians are already encountering AI materials and testing various large language models (LLMs) to identify classification numbers and subjects and write bibliographic records.

 In 2024, the Program for Cooperative Cataloging (PCC) Standing Committee on Standards published guidance on how to catalog AI-generated resources with RDA. The guidance was revised in the spring of 2025. The FAQ answers several questions and provides examples of bibliographic records. The committee recommends treating AI Software as a related work rather than an author. Humans associated with the resource may be cataloged as related agents. Subject headings and genre terms can also be used to describe the role of AI software in generating a resource.

AI LLMs are also being used to create bibliographic records for resources created by humans. Last fall, I learned how AI may be used in cataloging during a meeting for Serving Every Ohioan’s (SEO) Technical Services Committee. Jay Miley, Customer Service & Library System Manager at the SEO Service Center, demonstrated how AI tools like ChatGPT and Google Gemini can be used to facilitate cataloging. He shared examples from a presentation he prepared for The State Libraries and AI Technologies Working Group (SLAAIT) of potential prompts and outputs.

In one example, Miley supplied the AI tool with an image of a table of contents. He then prompted with specific instructions, which included the specific delimiter, subfield, spaces, and punctuation required to craft a formatted contents note. In another example, he supplied the tool with a book’s summary and prompted it to provide Library of Congress subject headings. In both examples, he advised detailed instructions and careful review for the accuracy of all outputs.

It seems human review of cataloging done with AI tools is critical, as many LLMs are not yet accurate. In a 2025 article from Library Resources & Technical Services, authors Brian Dobreski and Christopher Hastings studied how AI chatbots perform at subject cataloging and classification. They used exercises from a textbook to prompt chatbots. Many responses included incorrect Dewey Decimal numbers, Library of Congress numbers, and Library of Congress subject headings. Results tables reflected large percentages of inaccuracy and poor final grades for all tested chatbots. The authors suggested that significant time spent prompting, re-prompting, and verifying results could be less efficient than performing subject cataloging without AI.

As AI-generated materials continue to be published and AI tools are explored in libraries, catalogers will continue to encounter AI in our daily work. Research articles and training opportunities may help us learn more as we navigate rapid developments in AI cataloging and classification. If you have read or viewed helpful resources or have tips and tricks to share from your experience, please let us know in the comments!  

Holly Brandi, Technical Services Manager, Findlay-Hancock County Public Library

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Lions and Tigers and Migrations, Oh My!

This summer, along with all other OhioLINK member libraries, we migrated to a new LSP.

I knew when I accepted my current position that a migration was coming, I had been informed of such during my interview. 

Mind you, I have been part and the lead of several migrations prior to this one, and they have gone pretty smoothly.  They were all ones where the vendor was the same for both systems.  Yes, there were hiccups, but nothing that was insurmountable.

This migration, however, was moving from one vendor’s product to another’s.  I had not been part of any of the decision making that led to OhioLINK’s choice of LSP, because at that time I was not at an OhioLINK library.  In the end this was probably a good thing, because I had nothing to cloud my opinion of the new system.

There have been many formal discussions, where problems with the migration have been discussed with OhioLINK and the vendor.

Today I’d like to share some of my own thoughts/discoveries from going through this process.

  • There is no such thing as a comprehensive pre-migration clean up
    • We were given many list of things we needed to clean up before the migration, but it became quite clear after we migrated that many things weren’t cleaned up before the migration because we didn’t know that they needed to be.
  • There was not a one-to-one field transfer for data
    • Many of the fields we used in our old system did not have a correlating field in the new.  We were given a lists of what fields were available for our information to migrate to, but let me tell you, they were not perfect.  And after the fact we have found that we do not like some of the decisions we made.
  • You will never think of everything that could go wrong
    • This seems pretty straightforward, but I was surprised when some of our call numbers came over and were coded as DDC when they were LCC.  I also did not expect that every DVD would become a Motion Picture in the Material Type, especially since there is a DVD choice in that category.
  • There are a lot of “WHAT?!?” moments
    • Trust me, we have said that a lot as we discover new “fun” errors or functions that can’t be done.
  • It’s not fun to learn a new structure for records
    • As I am sure most of you are, I am very used to Bibliographic and Item Records.  You can’t have one without the other and certain information lives in each one.  Well, a new type of Record was introduced in the new LSP: Holdings Records.  I had not encountered that before and have had to wrap my mind around it.  Some information that was in the Item Record is now in the Holdings.  It took me a hot minute, but I feel pretty comfortable with that now.  I was just not prepared for it.  It has also been “fun” to help my students and volunteer to understand this new concept as well.

There you have it!

Any migration as complex as this one is bound to hit a few bumps in the road.  Did I expect it be quite this bumpy? Perhaps not.  Do I think it will be nothing but a smooth ride from here on? Heck, no!  Will we make it through? Of course!  We’re librarians after all, and what is a librarian if not persistent!

Matilda Davis-Northrup
Action Council Past Coordinator
Technical Services Librarian
Courtright Memorial Library
Otterbein University

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Filed under Cataloging, Commentary, LSP, Managing TS, Migration, technical services

2025 Convention & Expo

Mark your calendars, OLC’s 2025 Convention and Expo, “Foundation to Future: Celebrating 130 Years of Progress and Purpose” is just around the corner! The event will take place during November 19-21, 2025 at the Huntington Convention Center in Cleveland, Ohio. Online registration opens on September 10, 2025 and will be available through November 5, 2025.

This year marks the 130th anniversary of OLC and Convention and Expo will celebrate the enduring values and principles that have guided our profession for more than a century, such as access to information, community engagement, education, and intellectual freedom.

The Technical Services Division will be offering three sessions this year: Cataloging for Non-Catalogers, Here’s How it Works: New & Improved SearchOhio & OhioLINK, and Leverage Collection Development to Increase Circulation. All three sessions will be offered on Thursday, November 20, 2025 (specific times to be determined). More information can be found at https://www.olc.org/2025-convention-and-expo/.

Hope to see you there!

Chris Hill, Cataloging Librarian II, Greene County Public Library

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Weeding in Public Libraries

Are your shelves getting full at your library?  Do your pages or shelvers have to constantly shift just to fit in the no longer ‘new’ materials into their regular section?  Have you weeded your collections in the past couple of years, or was it even longer? 

This is your reminder that your collection development policy should also have a part for deselection or weeding at its heart.  How can you keep your collection circulating if your materials are crammed on a shelf and not on display? 

If you have not ever weeded a section of materials before, this post will give you some key points to cover for your first weeding mission. 

"CREW : A Weeding Manual for Modern Libraries" cover

The standard for many libraries for many years has been CREW (Continuous Review, Evaluation, and Weeding).  CREW: a Weeding Manual for Modern Libraries was last updated in 2012 and lived a long time on the Texas State Library and Archives Commission website, who had developed the method.  However, the climate for libraries in Texas recently has not been good for libraries of any kind, and sometime at the beginning of 2025, the guide was taken down from the webpage.  If you are interested in learning more about this, check out https://buttondown.com/wellsourced/archive/CREW-Method-Manual/ for more information. 

There are still ways to access the resource that were not linked to the Texas State Library webpage, so https://archive.org/details/crewmethod12 is a good place to start, and a simple browser search will bring up other PDF links through libguides and other sources. 

Rather than directly regurgitate the entire method here when you can easily read it for yourself, I am going to talk about how I weeded books (when I last weeded in 2022) at Tiffin-Seneca Public Library (T-SPL) when I was in Public Services. 

I was lucky over the course of my time at T-SPL that I was able to select for many different book sections.  When I came in, I began doing collection development for mysteries and parts of nonfiction books as well.  If you are just starting, like I was, it will take a while to get to know your sections, but weeding is an extremely helpful way of understanding the strengths and weaknesses of your library’s collection.   

The very first step is to make sure that weeding is a part of your collection development policies.  If it is not, please look over page 25 of the CREW manual for more guidelines.  If you do not have the policies in place, patrons and other members of the public could see weeding as controversial.  Sometimes they do even when you do have policies. 

You need to gather your library’s statistics from the part of the collection you are going to weed.  At T-SPL, we used Sirsi Workflows and had access to BLUECloud Analytics.  As part of a consortium, there were already many permanent reports created, so we used the one for weeding.  If you can export to an Excel sheet or other spreadsheet, it is great to use the sorting features to mark up your report.  I highlighted the cells with less than 3 circs, last checkout 3 or more years ago, copyright date longer ago than the CREW guide recommends, and a different highlight color for books with more than 40 circs.  The last stat may tell you a book is very popular but has been out many times and needs to be replaced or repaired. 

There are three parts of the CREW formula —the copyright date I mentioned, the last time the book circulated, and negative factors which collectively are called MUSTIE.  The acronym stands for Misleading, Ugly, Superseded, Trivial, Irrelevant, or Elsewhere.  Using the report that’s been highlighted, I was also expected to give extra weight to core materials, found in the H. W. Wilson Core Collection books. You can see all the different titles they carry here:  https://www.hwwilsoninprint.com/core_collections.php.  I believe there may be electronic versions, though I have heard pricing is higher than the print. 

At the time, the Nonfiction Core Collection book was one volume probably around 2,000 pages, and while the book is helpfully in Dewey order, the choices of cookbook call numbers for our library and what the book used were often not the same, and I would look at the 641.5s multiple times as well as well as more specific ones for every title, which isn’t very efficient.  If you don’t have access to the books, do not worry about it.  Sometimes your vendor might have these listed on each book description page (I know Brodart did), and the books are also very expensive. 

It is not easy the first time weeding.  As I had never done deselection before, my supervisor looked through my picks.  I had too many books to be repaired, and since I was doing 600s in Dewey, the largest section of the nonfiction classes, it also took a long time with minimal off desk time.  I had to work on it while serving the public, so it could be frustrating.  I think my entire first section of weeding took at least three months, with off desk time used for other tasks that needed to be out of view.   

My supervisor tended to give more time to a book; later in my weeding I was more liberal because of space issues.  At one point, we got rid of a particular publisher’s set of Agatha Christie books that were bound in a brown leather (or leather like) material, and slowly replaced her books with trade paperbacks, filling the most popular books first.  Replacing or repairing books that are good circulators is another aspect of weeding. 

The CREW guide further discusses how to dispose of weeded materials and other steps in the CREW process.  Often, if a library has space and a Friends group, they will go to a Friends of the library book sale.  Some may need to be thrown away because of conditions or misleading information. 

The important thing to remember is that weeding is not only a science, but also an art. There is no exact formula to say when to take something off the shelf.  If you are unsure about an item, then a second opinion is always a great idea or consider leaving it in the collection for one more year to see if it may go out with some help from a display.  And you can be ruthless.  Do not be afraid to weed authors you love, because if they are not circulating in your community, it does not help to keep them on the shelf or order more.  I know this has presented lots of information as well as one librarian’s perspective in a single library, but every perspective can help you in your own job deselecting.    

I know this has been a long post, thanks to those who were able to read through it all.  Feel free to comment with any questions you might have below. 

Jessica C. Williams 

Action Council Coordinator 

Technical Services Librarian 

Cleveland Public Library 

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Filed under Collection Management, Commentary, technical services

Beyond the Stacks: The Power of One-on-One Check-Ins in Technical Services

In a “behind the scenes” library setting, where most of the work happens out of public view, it’s easy to assume we’re all connected just because we see each other every day. But in reality, proximity doesn’t always equal connection. Regular one-on-one check-ins are essential—not just for workplace efficiency, but for relationship and team building.

One Size Doesn’t Fit All

Every team is different. What works well for one group might fall flat for another, especially in libraries with layered supervisory structures. Some teams may find formal, structured conversations productive, while others thrive in more casual settings. It’s important to experiment and adapt, using a mix of communication and documentation styles that best suit your team’s needs.

A supervisory team should be willing to test and pivot. This flexibility not only shows responsiveness to staff feedback but also creates space for individual preferences. After all, some staff may find comfort in a more relaxed tone, while others appreciate having a clear agenda and outcome.

Evolving Check-In Practices

Over the past five years as manager, I’ve tried a variety of methods—and I continue to shift strategies as the team evolves. One consistent element is giving staff at least a week’s notice before our scheduled check-ins. This allows time to gather thoughts or even submit an agenda if they choose.

This year, our supervisory team introduced a new activity into the mix: coloring pages during check-ins. It may sound simple, but it’s had a powerful impact. Staff have reported feeling less anxious and more at ease when they have something tactile to focus on. It’s particularly helpful during difficult conversations about big changes, such as department relocations or budget concerns. Coloring has created a calm, neutral backdrop that encourages honest dialogue and emotional processing. And, it’s a nice way to brighten a blank wall!

Resources That Support Connection

Finding the right tool—or tools—for your team is crucial. Here are a few resources that have been helpful for me and might inspire your own approach:

  • Book: Managing to Change the World: The Nonprofit Manager’s Guide to Getting Results
  • Podcast: The Bosshole Chronicles – Honest discussions about management pitfalls and how to avoid them
  • Podcast: Dear HBR: – Great for advice on tough workplace dilemmas
  • Website: Manager Tools® – Offers practical, action-oriented advice for supervisors

These resources offer insight and structure, but ultimately, the most effective check-ins are those tailored to your specific team dynamic.

Just because you see your team every day doesn’t mean you’re truly checking in with them. In Technical Services, where collaboration is key, taking the time to engage with team members one-on-one makes a real difference. Get to know your staff, understand their communication preferences, and be open to changing your approach.

The strongest teams aren’t built overnight—they’re built through intentional, thoughtful, and evolving connections.


Kelly Michalak

Manager, Technical Services

Toledo Lucas County Public Library

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Filed under Acquisitions, Cataloging, Managing TS, Professional Development, technical services, Uncategorized

Calling for Nominations for the OLC Technical Services Division

Interested in getting involved with a committee dedicated to Technical Services work? Well, you are in luck! The Technical Service Division is looking for individuals who would be interested in joining our Division Action Council. 

The Technical Services Division offers you opportunities to network statewide, participate in and develop Division-sponsored educational programming (for Collection Development, Cataloging, Processing, Acquisitions, and more!), and communicate with OLC members through our dedicated Technical Services Blog!

The TSD is looking for one person to fill an opening for the 2025 term, and we are looking for nominations for two-year terms starting in 2026. The 2025 Vacant position will be appointed, and if interested, the appointed person can also put in their name for the 2026-2027 nominations as well. 

Positions: 

  • One open position (March 2025-December 2025)
  • Nominations (2-year term, 2026-2027)

Please contact Jessica Williams ([email protected]) if you are interested,  We would love to have you onboard! 

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