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Spring Fling 2018 - Partnering with Baker & Taylor Webinar
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When: Thursday, April 19, 2018
10:00 AM - 11:30 AM

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Partnering with Baker & Taylor

This program is tailored to public library community that is interested in using Baker & Taylor’s collection development team’s services and products for ongoing operation or special projects like the opening day collection management. Covered in this webinar will include case studies, and detail profiling questions/answers if needed. Registered participants will have a chance to communicate with the entire group before and after the webinar to dive deep.

The purpose of this discussion will be to get all the parties at the library and the vendor to begin a communication process that will create a workflow and timeline to complete the Opening Day Collection project to the satisfaction of the community served by the new facility. The focus of this forum will be the material collection (print; AV; & ebook).  The major points for consideration are budget, timeline for selection and cataloging & processing, and staff availability.  The timeline will work backwards from the delivery of the material usually stored by the vendor until the library has possession of the building and the carpet & shelves are in place.  Prior to that the requirements needed to catalog & process the material and the time necessary to both select and then for the vendor to complete the work necessary to provide shelf ready material at the agreed delivery date.  The ODC process starts with the budget being identified and a collection development process being defined that will meet the library’s collection management policy, the demographics of the community to be served, and the space available for the collection.  A review of these particulars will be used to generate selection media that will get the adventure started.  What is useful to take away from this initial discussion is for a valuable partnership to be developed between the vendor and library that will be necessary to accomplish all the goals & objectives of this adventure.  The other vital point to recognize and accept is that the library staff already have a full time job and the process of selecting a library collection is totally different from selecting material on a weekly basis.  The economies of scale require a broader outlook.

About the panel - together with more than 100 years of experience to share!

Diane Lai
Diane Lai is the Division Head for Information Technology, Technical Services and Collections, Digital Initiatives at the Palo Alto City Library. Previously she was with the San Jose Public Library overseeing Technical Services and Collections. Diane has led a total of seventeen opening day collection projects, which included community collection needs assessment and analysis, working with vendors to build collection profiles, technical processes and delivery logistics. She also implemented several Lean Library Management projects as the lead change agent.

Martin Warzala

Martin Warzala, MA, MLS, directs the professional staff of 20 and contributes to the technical support and information system development for B&T's Collection Management Services for public libraries. He is active in professional organizations, author of published articles in professional journals, and, has presented on panels at ALA, BEA, and, PLA on collection development related topics.  Martin has worked for B&T for 31 years  and prior to employment at B&T he worked in public and academic libraries.

Penny Ginn
Penny Ginn is currently the Baker & Taylor, CLS,  Director of Cataloging & Training. Penny has worked for Baker & Taylor for 33 years; most of that time has been in Cataloging. She has been responsible for working with Libraries to gather Cataloging requirements for all on-going and ODC projects and training internal Cataloging staff.  In addition Penny has been responsible for implementing all new Cataloging technology.

Mark Blaisdell-Buck
Mark Blaisdell-Buck is a Senior Project Manager for Baker & Taylor’s Customized Library Services.  Mark has worked for B&T for 27 years and as a Project Manager for the last 18 years.  He has worked on 21 projects with San Jose PL and well over 100 significant projects across the United States in addition to managing shelf ready firm order workflow for 60 library systems currently.  Mark has a MSLS from the University of NC at Chapel Hill and is headquartered at the corporate offices of B&T in Charlotte, NC.

Registration Cost:

CLA Student Member Rate: $15
CLA Member Rate: $20
Non-Member Rate: $30

NCTPG and SCTPG members: please contact Yu-Lan Chou at to receive the promo code for the CLA member rate.

Presented by the CLA Technical Services Interest Group