Metadata and Discovery Analyst

160 Wilson Library


As part of the team that manages library systems, including Alma (library management system) and Primo (discovery system), I am responsible for large-scale metadata analysis, transformation, maintenance, and troubleshooting. I work closely with other analysts and developers, catalogers and metadata creators, and staff in the Data Management and Access department and Electronic Resources Management unit to provide the best access possible to library resources.


  • Serve as lead for University of Minnesota cataloging and resource management policy and configuration in Alma. Determine policy needs, consult with stakeholders in University of Minnesota system libraries, and write or advise on policy and procedure documentation.
  • Serve as metadata and discovery expert for University of Minnesota Primo discovery layer.
  • Plan and execute on-demand extract and mapping/crosswalking of MARC bibliographic metadata for digitized physical items.
  • Plan and execute large-scale extracts of MARC bibliographic and holdings metadata held by all four University of Minnesota campuses for OCLC synchronization, RDA catalog enhancement, external digitization projects, and shared print retention projects.
  • Manage processes in Alma library management system for ongoing loads of vendor-supplied MARC metadata records.
  • Develop scripts and workflows to automate metadata management processes.
  • Troubleshoot metadata-related electronic resource access issues.



M.L.I.S., (Master of Library and Information Science), University of Wisconsin-Milwaukee
B.A., (English major, History minor), Oberlin College
B.Mus., (Clarinet Performance major, Music Theory and Music History minors), Oberlin Conservatory of Music

Selected Presentations & Publications

Carter, Sunshine, and Stacie Traill, “Troubleshooting Fundamentals: A Beginner’s Guide.” Online Searcher 42:4 (July-August 2018): 167-80

Carter, Sunshine, and Stacie Traill. “Developing Staff Skills in E-resource Troubleshooting: Training, Assessment, and Continuous Progress.”  In Reengineering the Library: Issues in Electronic Resources Management. George Stachokas, editor. ALA Editions, 2018.

Thompson, Kelly, and Stacie Traill, "Leveraging Python to improve ebook metadata selection, ingest, and management." Code4Lib Journal, Issue 38 (2017).

Carter, Sunshine, and Stacie Traill, “Essential skills and knowledge for troubleshooting e-resources access issues in a web-scale discovery environment.” Journal of Electronic Resources Librarianship 29 (2017): 1-15.

Traill, Stacie, “Exploring the Terra Incognita of Access and Discovery: The Evolution of Cartographic Cataloging in the Twenty-First Century.” Journal of Map and Geography Libraries 10 (2014): 48-61.

Traill, Stacie, “Quality Issues in Vendor-Provided E-Monograph Records.” Library Resources & Technical Services 57 (2013): 213-26.

Traill, Stacie A., and Cecilia Genereux, “Strategies for Catalog Management of Electronic Monographs in Series.” The Serials Librarian 65 (2013): 165-80.

Fransen, Janet, Lara Friedman-Shedlov, Nicole Theis-Mahon, Stacie Traill, and Deborah Boudewyns, “Setting a Direction for Discovery: a Phased Approach.” In Planning and Implementing Resource Discovery Tools in Academic Libraries. Mary Popp and Diane Dallis, editors. IGI Global, 2012.