What's New in Cataloging 2011?

Felicity DykasWayne Sanders

June 8, 2011(Revised slides, June 28, 2011)

Conference 1

What We Will Cover• Genre/Form Terms• Subject headings • Classification• WorldCat, Connexion, and OCLC• SkyRiver • PCC news, including BIBCO and CONSER• Specialist communities• MARC changes• Authority files• RDA• Cataloger’s Desktop• MARC – mostly related to RDA• Open Metadata Registry• Resources

2

Genre/Form Authority Records• May 24, 2011: Authority records for genre/form terms created as part of

LCSH were cancelled and reissued as part of LC Genre/Form Terms for Library and Archival Materials (LCGFT). Approximately 700 records were affected.

• New authority records:– LCCN prefix: gf– 008/11 (Subject heading system/thesaurus): z (Other)– 040 $f: lcgft– Old LCCN (with sh prefix) is in 010 $z

• Access points in bibliographic records– 655 _7 $a [term]. $2 lcgft

www.loc.gov/catdir/cpso/gf_lccn.html3

Genre/Form: MARS Authority Control

• Processing using new genre/form authority records– 655 _7 [term] $2 lcgft will be matched against the LCGFT

file– 655 _0 [term] will first be matched against the LCGFT file.

If a match is found, the heading will be corrected if needed (match to 4xx), and MARC will be changed to 655 _7 [term] $2 lcgft

• Headings not matched will be matched against LCSH• Headings still not matched will appear on the

Unmatched Genre/form heading report• http://ac.bslw.com/community/blog/2011/03/lc-genreform-records/

4

LC Genre/Form Projects

• Completed projects– Moving Images and Radio Programs (2007)– Cartography (2010)– Law (LC will implement June 15, 2011)

• In process projects– Literature– Music– Religion

5

LCGFT: Moving Images

• Moving images– A list of moving image genre/form headings is being

maintained by Scott Dutkiewicz, Clemson University. Includes cross-references, scope notes, and changes

• http://olacinc.org/drupal/capc_files/GenreFormHeadingsList.pdf

6

LCGFT: Cartographic Material

• Cartographic materials– Headings simplified– 60 terms approved in May 2010– LC implemented them September 1, 2010– Proposals for new terms being accepted– Hierarchy in authority file starts with Cartographic

materials

www.loc.gov/catdir/cpso/genrecarto2.html

7

LCGFT: Law Material

• Law materials– LC will implement June 15, 2011– Worked with American Association of Law Lib. – Hierarchy in authority file starts with Law

materials– ALA Midwinter: call for help with headings for

religious law (Janis Young)

8

LCGFT: In Process• Musical works project

– www.loc.gov/catdir/cpso/genremusic.html• Includes link to terms being discussed, etc.

– Working with the Music Library Association and others– A separate list has been created for medium of performance

• Religion project– Working with American Theological Libraries Association, which is

working with smaller groups• Literature

– No updates found

9

Genre/Form:Library of Congress Web Pages

More information:• FAQ: www.loc.gov/catdir/cpso/genre_form_faq.pdf (revised

August 12, 2010)• List of documents:

www.loc.gov/catdir/cpso/genreformgeneral.html

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Genre/Form: MARS Authority Control

2011 ALA Midwinter• RBMS and TGM controlled vocabularies can be added to your profile for

authority work• RBMS: Rare Books and Manuscript Section

– rbbin – binding terms – 307 records– rbgenr – genre terms – 501 records– rbpap – paper terms – 290 records– rbpri – printing evidence – 152 records– rbprov – provenance evidence – 82 records– rbpub – publishing evidence – 39 records– rbrel – relator terms – 71 records– rbtyp – type evidence – 130 records

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Genre/Form: MARS Authority Control

• TGM: Thesaurus for Graphic Materials– TGM I: lcgmt – subject terms – 7,142 records– TGM II: gmgpc – genre terms – 670 records

• These are in addition to the following– GSAFD: Guidelines on Subject Access to Individual Works of Fiction,

Drama, Etc – AAT: Art and Architecture Thesaurus– MeSH: Medical Subject Headings– LCSH: Library of Congress Subject Headings

12

Library of Congress Subject Headings

• LCSH 33rd edition available starting June 1, 2011 (see discounts for the 32nd edition)

• Free-floating subdivisions: an alphabetical index, 23rd edition, published in 2011

• www.loc.gov/cds/news.html

13

Subject Authority Records• LC is adding geographic coordinates data to approximately

17,000 subject authority records for geographic names. A similar project for Name Authority Records (jurisdictions) was completed in 2010. (May 2011)

• 034 - Coded cartographic mathematical data• 670 - Source Data Found• Example: Arrow Rock (Mo.)

• 034 $d W0925648 $e W0925648 $f N0390411 $g N0390411 $2 geonames

• 670 GeoNames, algorithmically matched, 2009 $b (ppl; 39°04’11”N 092°56’48”W)

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Library of Congress Subject Headings

• LC is working on a project that will allow validation of subject strings when there is not an authority record for the entire string– Authority records for the heading will have 072 fields that list

references to SHM instruction sheets• 072 $a H 1180 $z lcsh• 150 $a Spinach

– Authority records for free-floating subdivisions will have reciprocal 073 fields

• 073 $a H 1180 $z lcsh• 180 $x Hardiness

– Heading string in bibliographic record• 650 _0 $a Spinach $x Hardiness.

2011 ALA Midwinter (Authority Control Interest Group)Example from:http://connect.ala.org/files/18088/acig_final_ppt_92077.ppt

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FAST (Faceted Application of Subject Terminology)

• Simplified controlled subject vocabulary adapted from LCSH• Faceted: personal names, corporate names, geographic names,

events, titles, time periods, topics, and form/genre• Initial development is complete; headings except for time periods

have been established• Book: FAST: Faceted Application of Subject Terminology: Principles

and Applications / Lois Mai Chan. 2011• FAST database: fast.oclc.org• Used in OCLC FictionFinder and WorldCat Identities• LCSH to FAST conversion prototype: http://fast.oclc.org/lcsh2fast/www.oclc.org/research/activities/fast/default.htm

16

Classification and Subject Heading Weekly Lists

• With list 1121 (June 15, 2011), the frequency of the lists will be monthly

• This doesn’t change the review process for new and change proposals. Tentative lists posted for comments, red marked-up copies of tentative lists, and final approval lists will continue to be posted

• www.loc.gov/catdir/cpso/listfreq.html

17

LC Classification Schedules Revised• E-F: History: America (revised 2011)• K Tables (apply to all LC classification: K subclasses except KD, KE, and KF);

Form division tables for law (2010)• M: Music and Books on Music (2010)• N: Fine Arts (2010)• P-PA: Philology and Linguistics, Greek and Latin Language and Literature

(2010)• P-PZ Tables: Language and Literature (2010)• PL-PM: Languages of Eastern Asia, Africa, Oceana, Hyperborean, Indian, and

Artificial Languages (2010)• PN: Literature (General) (2010)• T: Technology (2010)

• www.loc.gov/cds/products/lcClass.php 18

Dewey Classification

• DDC 23: Available in May 2011• WebDewey 2.0 installs DDC 23

– Lots of updates– www.oclc.org/news/announcements/2011/announcement39.h

tm

19

ClassWeb (Newly enhanced version: Feb. 20, 2010)

• Now includes names from the LC authority file (browse or search) • Expanded correlations feature “now include the full range of name

and subject headings, "name as creator" correlations, and National Library of Medicine classification numbers”

• An LCSH browse screen has been added• Drop-down link menus designated by a small rectangular icon have

replaced the alphabetical links that followed classification captions and search results.

• “Help screens have been completely redesigned … and include information on previously undocumented features, such as phrase searching and the use of other Boolean operators ….”

http://classificationweb.net/pipermail/classweb-announce/2011-February/000059.html

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OCLC News

• OCLC now has Member Services Consultants who are part of a new Member Services team– Goals: discuss priorities; get front-line picture from

members– Eric Forte visited MU in February. Some news he brought:

– OCLC divested itself of most third-party databases– EZproxy is now available from OCLC– WorldCat.org, WorldCat Local, Knowledgebase (working on

lending side), Web-Scale Management Service (cloud-based next-generation ILS), WorldCat APIs,

– First Search will be around a couple more years– Partnerships: EasyBib, Google

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OCLC Plans• OCLC bib notification: Discussion of enhancements are being planned for

the next FY (after July)• Work record project: Will re-use summaries, contents, subject headings

for identical works• GLIMIR Project: Will link parallel records, reproductions, and other

manifestations– GLIMIR = Global Library Manifestation Identifier– www.oclc.org/multimedia/2009/files/GatenbyJ-Identifiers_GLIMIR.pdf

• Deduplication processing: Working on ways to prevent deduping of records for rare and early printed materials, realia, and photographs

• Major upgrades to Connexion are being planned; other enhancements will slow down

OCLC breakfast (table discussion) – 2011 ALA Midwinter

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Connexion Browser & Client 2.30

• RDA toolkit linkage• Control headings changes• Display of 029 fields moved to bottom• Option to allow export of workforms• New macros

• 33x (RDA)

www.oclc.org/support/documentation/technicalbulletins/

23

Connexion• Requires uninstalling previous versions• Install full version (includes .NET 4.0) (not client

only)• User files retained,

but macros overwritten if in OCLC “book”

• Must migrate by Nov. 1, 2011• Reminders beginning Sep.• Client (no longer support Windows 2000)• www.oclc.org/news/announcements/2011/announcement29.htm

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Language of Cataloging in results

• Do a WorldCat search• On result list, right click• New column: CatL

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Sortable fieldblank=English & eng=English

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Language of Cataloging Limit (for command line: use ll=eng)

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OCLC-MARC Bibliographic, Authority, and Holdings Formats Update 2011

• Scheduled for August both browser & client:

www.oclc.org/connexion/interface/browser/enhancements/future.htm

www.oclc.org/connexion/interface/client/enhancements/future.htm

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When to Input a New Record

• CIP (Elvl 8)• “Variations in field 245, field 260 subfield $c, field 300 and 4xx do

not justify a new record when the Elvl is 8. If the CIP describes the item being cataloged, edit that CIP record to reflect information appearing on the item as published.”

• If RDA record, cannot input an AACR2 record• If AACR2 record, cannot input an RDA record

– unless upgrading a minimal level record• www.oclc.org/bibformats/en/pdf/inputnewrecord.pdf

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SkyRiver• Bibliographic utility like OCLC• Guiding principle that bibliographic metadata exist within the

public domain• Over 28 million unique titles including the full LC MARC files and

CONSER files…supplemented by public domain metadata from … customer libraries

• Compatible with various ILS • Offers annual subscriptions. There are no access fees or

itemization, just a flat rate annual fee • As of Nov. 17, 2010, “an active NACO node within the Library of

Congress Program for Cooperative Cataloging (PCC).”http://theskyriver.com/2010/06/faqshttp://theskyriver.com/services

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BIBCO Standard Records

•Textual monographs (i.e., books) was first: (Jan. 4, 2010)

•Served as a model for other formats: (Oct. 1, 2010)

•www.loc.gov/catdir/pcc/bibco/BSR-MAPS.html 31

LC BSR

• LC BSR Supplemental Data Elements:– 008 all fixed fields will be coded– 043 (Geographic area code)– 082 (Dewey Decimal call number), when

applicable– 300 $c (Dimensions)– 504 (Bibliography note)

• www.loc.gov/catdir/cpso/lcbsr.html 32

Provider-Neutral E-Monograph MARC Record Guide

• Revised Sept. 2010: www.loc.gov/catdir/pcc/bibco/PN-Guide.pdf

• Being rewritten so it is less print-centric. Intent is to use them with all formats.

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Provider Neutral Record – September 2010 changes

• 008/23: use code "o" (online) for form of item• 020:

– Record each e-version ISBN in a separate 020 $a– Record other ISBNs in 020 $z– Copy the print ISBN to field 776 $z

• 246 1_ $i Available from some providers with title: $a [title]

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Provider Neutral Record – September 2010 changes

• Use 500 for source of title note.• Use 588 for description based on note.

– Description based on print version record• 8xx: Use the print ISSN rather than the online ISSN for series

that exist in print as well as online formats. $x should be the final subfield.

• FAQ: PNR focuses on content and may be used for e-monographs available for downloading from commercial sites

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CONSER• CONSER Operations Meeting – May 6, 2011

– Multiple Format Linking Group• Issues:

– Not always clear if new format signals cessation of older format– Retrospective digitization means “title change” from previous format may be

misleading– Lack of uniform titles may be confusion for users – can’t tell which title is

which

– Former and Subsequent title fields not in step with FRBR and maybe not RDA

• Recommendations– Only use succeeding (785) and former entry (780) when there is a

title change– Use 776 for different formats, and record the format in $i

36

CONSER• CONSER Operations Meeting – May 6, 2011

– ISSN assignment to digital reproductions of print serials – survey

• ISSN Network is reviewing its policy regarding ISSN assignment to digital reproductions of print serials

• Proposed new rule: Assign a separate ISSN to a digital reproduction of a print serial, whether ceased or current, except when an ISSN has already been assigned to a born digital version of the same serial under the same name, in which case the ISSN of the born digital version should be used.

• Survey conducted (results were due May 13, 2011)

37

Guidelines for Creating Bibliographic Records in Multiple Character sets

• www.loc.gov/catdir/pcc/scs/PCCNonLatinGuidelines.pdf38

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Transliteration / Romanization

Greek (revised)Judeo-Arabic (new)Korean (revised) Thai (revised): revised word division & examplesVai (new)

Final version of Procedural Guidelines for Proposed New or Revised Romanization Guidelines -- At the end of issue 127 Spring/Summer 2010

www.loc.gov/catdir/cpso/roman.htmlwww.loc.gov/cds/PDFdownloads/csb/

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Dept. to Department

• LC is not making this change in headings right now. They asked for comments last fall. Responses were positive, but there weren’t many responses.

• The decision will be reviewed after an RDA implementation decision is made.

• www.loc.gov/aba/news/

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Specialist Communities

Music Cataloging New list of thematic indexes SACO music funnel created June 2010

www.loc.gov/catdir/pcc/saco/Music_Funnel.html DCRM (M) full draft 5A

www.rbms.info/committees/bibliographic_standards/dcrm/dcrmm/Version5A_20100426.pdf

RDA-related http://bcc.musiclibraryassoc.org/BCC-Historical/BCC2010/MARC38X_Best_Practice.pdf

Other updates from MLA: www.loc.gov/catdir/cpso/MLA2011.doc http://bcc.musiclibraryassoc.org/bcc.html

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SACO Music Funnel

• Historically, SACO proposals for music-related headings were submitted via the NACO Music Funnel. The SACO Music Funnel will streamline contributions.

• This provides another way to propose LC subject headings and new LC classification numbers – for SACO Music Funnel Project members (but it may not be difficult to become a participant)

• SACO will also be involved in LCSH genre/form initiatives

• www.loc.gov/catdir/pcc/saco/Music_Funnel.html

44

Rare Materials Cataloging

•"DPC" meaning "Discussion of Proposed Change” began Oct. 2010 on DCRM-L listserv for wording revisions to DCRM

•Examples to Accompany Descriptive Cataloging of Rare Materials (Books): (A new edition)

• Available at: http://rbms.info/digress/

•www.rbms.info/committees/bibliographic_standards/index.shtml

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MeSH (Medical Subject Headings)

• MeSH changes in NLM bibliographic records:– New publication type: Photographs– Changed publication types

• Instruction TO Instructional Films and Videos• Personal Narratives TO Autobiography

www.nlm.nih.gov/pubs/techbull/nd10/nd10_cataloging_news_2011.html

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NLM Classification

• NLM Classification has been issued in a newly revised edition as of April 28, 2011

• Includes 46 new class numbers and three cancelled class numbers

• Includes modification of some class number captions, schedule notes, and index entries

• www.nlm.nih.gov/class/• www.nlm.nih.gov/news/nlmclass2011.html

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NLM Classification – Cutters

• After June 21, 2010, NLM classification numbers added by NLM do not include a cutter

• www.nlm.nih.gov/pubs/techbull/jf10/jf10_bibco.html

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LC: Medical ECIP

• During a trial (July 1-Dec. 31, 2011), LC will cease to assign LCSH and LCC to clinical medical ECIP titles. They will continue to add Dewey Decimal Classification numbers.

• If clinical titles are later added to their permanent collection, they will add LCSH and LCC at that time.

• Reason: staffing.• http://cip.loc.gov/medical_ecips.html

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MARC Bib Changes• MARC 21 Update No. 12: Full and Concise available online (October 2010):

– www.loc.gov/marc/marc21_update12_online.html• Update 12 (Oct. 2010)

– New• Leader/18 (Descriptive cataloging form) = c (ISBD punctuation

omitted) (new 2010)• 561 (Ownership and custodial history) $u (URL) in bib and holdings

data– Changes

• Leader/18 (Descriptive cataloging form) = i (ISBD punctuation included) (redefined)

• $0 = Authority record control number or standard number in bib, authority, and classification format records

www.loc.gov/marc/bibliographic/bdapndxg.html

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MARC

• Several MARC proposals and discussion papers have been posted. Many are related to RDA– www.loc.gov/marc/marbi/list-p.html

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Series If present, subfield $x ISSN must be the final subfield.

830 _0 DHEW publication. $x 0090-0206

830_0 Bibliographies of modern authors (San Bernardino, Calif.) ; $v no. 27. $x 0749-470X

830 _0 Series in applied psychology (New York, N.Y.) $x 1048-8146

www.oclc.org/bibformats/es/8xx/830.shtm

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VIAF: Virtual Internet Authority File• Links national and regional-level authority records. Now includes 21

authority files of personal, corporate, and conference names from 18 organizations

• Is a resource for finding and verifying information• Includes URLs for entries• Search by: All fields, All names, Corporate names, Personal names,

Preferred names, Exact names, Work titles• PCCList (May 10, 2011): NACO participants should search Canadian

personal and corporate names in the VIAF.

• www.oclc.org/research/activities/viaf/• MOUG Newsletter, June 2011, p. 23

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VIAF Example: William Shakespeare

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LC Authorities and Vocabularies• Data available as linked data. Also, each term has an URL.• id.loc.gov• More vocabularies have been added. Country entries include references

to equivalent ISO 3166 codes and Languages are cross referenced with ISOs 639-1, 639-2, and 639-5, where appropriate. Current list:

LCSHMARC List for RelatorsMARC List for Geographic Areas*ISO 639-2 LanguagesMARC List for Languages*Cryptographic Hash Functions

Thesaurus of Graphic MaterialsMARC List for Countries*ISO 639-1 LanguagesISO 639-5 LanguagesPreservation EventsPreservation Level Role

* New

55

LC Authorities and Vocabularies

• Includes links to similar concepts from other vocabularies– RAMEAU (French)– Others planned

MARS Authority Control Updates• March 31, 2011 update

– Reinstate authority deletes – no longer true that once deleted, always deleted

– Change reports: can now include specific fields in change reports (e.g., include 001, 1xx, 4xx, 5xx; and exclude 670s).

– Russian Ligatures: return two half ligatures or a single combined ligature– E-Book Promotion: special e-book discount based on the volume of e-

books in your collection that have not gone through authority processing• Validation for free-floating subdivisions is coming; will cut down on partial

matches (2011 ALA Midwinter)• Collapsed 440 (Last MARS processing, MU found 440s AND 490/830s in

same record; plus some 490/830 pairs were collapsed to 440s)http://ac.bslw.com/community/blog/2011/03/mars-authority-control-updates/

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Open Metadata Registry

• July 2010: the NSDL Registry renamed the Open Metadata Registry (No longer receiving funding from the NSF)

• Provides services to developers and users of controlled vocabularies

• First step toward crosswalks• Includes RDA vocabularies• metadataregistry.org• List of vocabularies:

http://metadataregistry.org/vocabulary/list.html

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Transforming our Bibliographic Framework: A Statement from the Library of Congress (May 13, 2011)

• The Library of Congress will create a task force to address:• Determine which aspects of current metadata encoding standards should be

retained and evolved into a format for the future. We will consider MARC 21, in which billions of records are presently encoded, as well as other initiatives.

• Experiment with Semantic Web and linked data technologies to see what benefits to the bibliographic framework they offer our community and how our current models need to be adjusted to take fuller advantage of these benefits.

• Foster maximum re-use of library metadata in the broader Web search environment, so that end users may be exposed to more quality metadata and/or use it in innovative ways.

• Enable users to navigate relationships among entities—such as persons, places, organizations, and concepts—to search more precisely in library catalogs and in the broader Internet. We will explore the use of promising data models such as Functional Requirements for Bibliographic Records (FRBR) in navigating relationships, whether those are actively encoded by librarians or made discernible by the Semantic Web.

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Transforming our Bibliographic Framework: A Statement from the Library of Congress (May 13, 2011)

• Explore approaches to displaying metadata beyond current MARC-based systems.

• Identify the risks of action and inaction, including an assessment of the pace of change acceptable to the broader community: will we take incremental steps or take bolder, faster action?

• Plan for bringing existing legacy metadata into new bibliographic systems

www.loc.gov/marc/transition/news/framework-051311.html

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RDA: Resource Description & Access

How many of you have created RDA records?

How many of you have them in your catalog?

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RDA

• U.S. test period ended December 31; national libraries began process to analyze data, and to issue a report with their recommendation regarding the implementation of RDA

• Some libraries have continued to catalog using RDA

• We are all anxiously awaiting the report!

RDA Implementation• "The U.S. national libraries (Library of Congress,

National Agricultural Library, and National Library of Medicine) expect to make an announcement of their decision regarding the implementation of RDA (Resource Description & Access) prior to the ALA Annual Conference in New Orleans. During the Conference, managers and staff from the three libraries and members of the U.S. RDA Test Coordinating Committee will be discussing in detail the announcement and likely next steps, based on the decision.“—forwarded on behalf of Beacher WigginsPCCList (June 3, 2011)

Some RDA Interim Policies

• PCC Post RDA Test Guidelines www.loc.gov/catdir/pcc/PCC-Post-RDA-Test.html

• Use of 7XX fields in NACO Name Authority Recordswww.loc.gov/catdir/pcc/naco/7xx.html

65

RDA Resources

• RDA published June 2010• Joint Steering Committee: www.rda-jsc.org/rda.html• RDA Toolkit: www.rdatoolkit.org/• Library of Congress: www.loc.gov/bibliographic-future/rda/• MARC: www.loc.gov/marc/RDAinMARC29.html • OCLC: www.oclc.org/us/en/rda/about.htm

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RDA Resources

• PCC: www.loc.gov/catdir/pcc/RDA-PCC.html• OLAC: www.olacinc.org/drupal/?q=node/432• Library and Archives Canada:

www.collectionscanada.gc.ca/cataloguing-standards/040006-1107-e.html

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RDA Discussion PapersAbout the Test

• PCC: www.loc.gov/catdir/pcc/PoCo-RDA-Discussion-Paper040511.pdf

• OLAC and MLA: www.olacinc.org/drupal/?q=node/432

• US RDA Test Participants Panel Discussion (2011 ALA Midwinter): www.loc.gov/catdir/pcc/PCC_ParticipantsMeeting_Minutes_11m.html

RDA Presentations

• Adam Schiff (University of Washington): http://faculty.washington.edu/aschiff/

• Robert Maxwell (BYU):www.rda-jsc.org/docs/RDA_part_1_201005.pdfwww.rda-jsc.org/docs/RDA_part_2_201005.pdf

• Judith Kuhagen (Library of Congress): www.rda-jsc.org/docs/ConnLA_Tech_6nov2010.ppt

• JSC site: www.rda-jsc.org/rdapresentations.html

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PCC Ready to Form Task Forces

• PCC RDA-Decisions-Needed Task Group www.loc.gov/catdir/pcc/RDA-Decision-TG.html

• PCC Task Group on AACR2 & RDA Acceptable Heading Categories www.loc.gov/catdir/pcc/RDA-Acceptable-TG.html

• PCC Task Group on Hybrid Bibliographic Records www.loc.gov/catdir/pcc/RDA-Hybrid-bib-TG.html

Questions?

Felicity Dykasdykasf@missouri.edu

Wayne Sanders

sandersw@missouri.edu

71

Additional slides not included in formal presentation

for time considerations

WorldCat Genres Project• Pilot project

– Browse by genre– Aggregates data from bibliographic records– Initially based on genre terms from the Guidelines on

Subject Access to Individual Works of Fiction, Drama, Etc. (GSAFD), 2nd ed.

– www.worldcat.org/genres/

www.oclc.org/research/activities/genres/default.htm

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Library of Congress Subject Headings

• Annotated Card Program now called Children’s and Young Adult’s Cataloging Program

• Change from “Cookery” to “Cooking” about complete.

• Validation records continue to be created. 80,000 records have been created.

2011 ALA Midwinter (Authority Control Interest Group)

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SACO: LCSH Proposals

• Beginning in 2011, SACO members will submit new LCSH authority record proposals and changes using the LCSH proposal system in Classification Web, and not via the form on the SACO website.

• Advantages:– Do not need a special keying procedure for diacritics– Proposals can be saved and edited– An automated email notification can be sent once a

proposal is approved• See PowerPoint presentation for more information

www.loc.gov/catdir/pcc/archive/SACO-at-Large_11m/SACO-At-Large_11m.html

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SACO: LCSH Proposals

• Non-SACO members can suggest terminology for headings via LC Authorities and Vocabularies Service: http://id.loc.gov

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Suggested terminology

SACO FY2010 Report

• New members and funnels:– Slavic Subject Funnel Project– SACO Music Funnel

• Statistics– 3,930 new SACO LCSH proposals (up 5%)– 482 changed SACO LCSH proposals (up 2%)– 418 new SACO LCC proposals (up 42%)– 10 changed SACO LCC proposals (up 72%)www.loc.gov/catdir/pcc/archive/annualreports/SACOAnnualRptFY10.html

78

WorldCat – Batch Loading of Records Continues

• Embrapa, Brazil’s Agricultural Research Corporation, has added more than 470,000 bibliographic records to the OCLC WorldCat database. … Focuses on topics such as tropical agriculture, food safety, family agriculture, natural resources, … Nearly 18,000 records will link to full-text documents. … There are now more than 2 million Portuguese records in WorldCat.

• www.oclc.org/news/releases/2011/201126.htm?utm_source=WhatCounts

• British Library adds 12 million records to WorldCat (ALA midwinter

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OCLC Bibliographic Formats and Standards

• 260 – now includes information on dates of first availability for different computer file media– 1971 – 8 inch floppy disk– 1976 – 5 1/2 inch floppy disk– 1982 – 3 1/2 inch floppy disk– 1985 – CD-ROM– 1996 – DVD-ROM

OLAC Newsletter March 2011 (olacinc.org/drupal/newsletters/enews/2011March/oclc-qc-tip.html)

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OCLC Bibliographic Formats and Standards

• 260 – now includes information on dates of first availability for some audio media– 1948 – LD– 1954 – Reel-to-reel tape– 1965 – Audio cassette– 1982 – Audio CD– 1999 – Streaming audio– 2000 – DVD-Audio– 2005 – Playaway

OLAC Newsletter March 2011 (olacinc.org/drupal/newsletters/enews/2011March/oclc-qc-tip.html)

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OCLC Bibliographic Formats and Standards

• REC guidelines 260 $c– If the date of recording differs from the date of publication, enter the

recording in coded form in field 033 and in textual form in field 518– 033 00 1961----– 260 [New York] : $b Music Guild, $c 1971– 518 Recorded in 1961.

OLAC Newsletter March 2011 (olacinc.org/drupal/newsletters/enews/2011March/oclc-qc-tip.html

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OCLC Bibliographic Formats and Standards

• 260 – now includes information on dates of first availability for some video media– 1971 – U-matic/U-standard cassettes– 1975 – Beta cassettes– 1976 – VHS cassettes– 1978 – CAV (Constant Angular Velocity) standard play laser optical discs– 1978 – CLV (Constant Linear Velocity) standard play laser optical discs– 1981 – CED (Capacitance Electronic Disc) video discs– 1997 – DVD-Video (USA)– 1999 – Streaming video– 2006 – Blu-ray disc

OLAC Newsletter March 2011 (olacinc.org/drupal/newsletters/enews/2011March/oclc-qc-tip.html)

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MARC Field 938

• Vendor Specific Ordering Data• Also provides information on vendors that are

contributing data to WorldCat records • E.g., TFRT – Theodore Front Musical Literature • 938 is searchable in Connexion (Vendor

search)

http://olacinc.org/drupal/newsletters/enews/2010Dec/oclcnews.html

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GPO and PURLs

• GPO changed systems from GPO Access to FDsys. This necessitated a need to change PURLs in records. Many problems have been reported so they have reverted some of the PURLs back to the old ones while they investigate (May 2011)

• www.fdlp.gov/component/content/article/16-cataloging/941-partial-revert

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SACO Slavic Funnel

• Slavic Subject Authority Funnel Project formed and launched in August 2010 with four charter members

• Will promote and facilitate the creation of subject authority records for subject related to Slavic material cataloging

• www.loc.gov/catdir/pcc/saco/Slavic_Funnel.html

86

PCC(Program for Cooperative Program)

PCC Operations Committee Meetings – May 5– http://www.loc.gov/catdir/pcc/PCC-OpCo-Agenda-2011.html– Agenda included many RDA-related topics– Some items of note:

• ISBD and MARC Task Force– Reviewing ISBD punctuation in MARC fields– www.loc.gov/catdir/pcc/ISBD-TaskForce.html

• Name authority records: AACR2/RDA compatibility issues• Provider neutral records• Single record approach• Working with bibliographic records created under different

rules• RDA implementation alternatives

87

BIBCO

• BIBCO Meeting – May 6– BIBCO/RDA/Provider-Neutral Records– BSR Models and RDA Core Elements– OCLC, BIBCO, and RDA: Information Session– RDA Policy and Practice Decisions Needed if RDA is

Adopted– VIAF

• NACO policy and VIAF for Canadian headings • Test case: Addition of RDA fields in AACR2 NARs to resolve

VIAF computer algorithm duplicate reports• http://www.loc.gov/catdir/pcc/bibco/BIBCOOpCo2011Agenda_PF.html

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CONSER • CONSER Meeting – May 6

– Cataloging Issues• Multiple Linking Relationships • ISSN • How CONSER policy impacts MARC record services

– Discuss RDA CONSER Policy and Practice Decisions for serials • Good comparison of AACR2, LCRI, CSR, RDA, and LCPS for several

issues: http://www.loc.gov/acq/conser/CONSER-RDA-Issues.pdf– Manager's perspective: Preparation for working with RDA records – Project/Program Reports

• 583 in Holdings Format • CONSER Editing Guide update: changes in coding practice

reminder • Open Access Project

http://www.loc.gov/acq/conser/agenda-ops-2011.html

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CONSER

• CONSER Editing Guide update 20 (2011): – Includes changes in MARC coding and PCC practices. – http://www.loc.gov/cds/PDFdownloads/ceg/CEG_Update_

20.pdf

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PCC – Other Updates• Updates: Decisions and action items

– www.loc.gov/catdir/pcc/PCC-Actions.html

• BIBCO Annual Report FY2010– http://www.loc.gov/catdir/pcc/bibco/BIBCOAnnualReportFY2010.pdf

• CONSER Annual Report FY2010– http://www.loc.gov/acq/conser/CONSER-annual-report-2010.pdf

• SACO Annual Report FY2010– http://www.loc.gov/catdir/pcc/archive/annualreports/SACOAnnualRp

tFY10.html

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OLAC

• Current news: www.olacinc.org/drupal/?q=blog

• FRBR-inspired, work-centric, faceted discovery interface prototype for moving images (Dec. 2010)– http://blazing-sunset-24.heroku.com/

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NISO

• Press releases: www.niso.org/news/pressreleases/

93

IFLA

Guidelines for Subject Access in National Bibliographies - Working Group rev. draft out for comment by July 15th

www.ifla.org/en/news/draft-guidelines-for-subject-access-in-national-bibliographies-now-available-for-reviewwww.ifla.org/en/news/just-released-draft-treaty-on-copyright-exceptions-and-limitations-for-libraries-and-archives

UNIMARC: www.ifla.org/en/taxonomy/term/446

Cataloguing: www.ifla.org/en/taxonomy/term/469

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MARC Code List Changes

• Languages – Captions changed– dra – Kui TO Kui (Dravidian)– nic – Anyang TO Denya– nic – Muana TO Mwan– sit – Kaw TO Akha– ira – Gorani TO Gurani

www.loc.gov/marc/languages/languagechg.html

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ZVON.org(Site prepared by Miloslav Nic)

• Useful browse display for Library of Congress Subject Headings. Shows hierarchies, too.

• Data from LCSH RDF/XML files.• http://zvon.org/lib/lcsh/index.html

96

Cataloger’s Desktop

• New functions– Saved searches and Shortcuts are now sorted

alphabetically– Search history item order is in reverse chronological order

• New quick tip on shortcuts– www.loc.gov/cds/desktop/web-faqs.html#QTs– Tutorial:

www.loc.gov/cds/desktop/tips/cd3shortcuts/cd3shortcuts.htm

97

Cataloger’s Desktop• New resources (some are links to the resources)

– GeoNames– PCC guidelines for creating bibliographic records in multiple

character sets – Understanding MARC holdings records– Descriptive cataloging manual (now includes parts that were

previously available only to LC catalogers)– LC finding aids– LC prints & photographs catalog– Cataloging exhibition publications best practices (final section

added)– FRSAD: Functional Requirements for Subject Authority Data– Guide to Cataloging SlotMusic

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Cataloger’s Desktop

• New resources (continued)– MARC code list of relators– MARC field index to source code usage– ODLIS: online dictionary for library and information

science– RDA vocabularies– Changes from AACR2 to RDA: a comparison of examples– Library of Congress documentation for the RDA test– Library of Congress Policy Statements– Resource Description and Access (must have an RDA

Toolkit subscription to access this)

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CC:DA at ALA Midwinter

• Continued to discuss RDA-related issues – Heard reports from two task forces

• Instructions for heads of state and heads of government

• American Association of Law Libraries is working on proposals for places in certain federations (RDA 16.2.2.9) and Reports of one court (RDA 16.29.1.21)

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MARC Proposals• 2011-01: Coding for Original Language in Field 041 (Language Code) -

Bibliographic Format– Status: Approved as amended; LC/LAC/BL agree

The following are all related to RDA and were made available to the MARC community for discussion, May 2011

• 2011-02: RDA Production, Publication, Distribution and Manufacture Statements - Bibliographic Format – See also 2011-DP01

• 2011-03: Encoding Date of Copyright Notice - Bibliographic Format• See also 2011-DP01

• 2011-04: Adapting Field 377 (Associated Language) for Language of Expression - Authority and Bibliographic Formats

www.loc.gov/marc/marbi/list-p.html#2011www.loc.gov/marc/marbi/list-dp.html#2011

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MARC Proposals

All these are related to RDA and were made available to MARC community for discussion, May or June 2011

• 2011-05: Broadening field 373 (Affiliation) for Associated institutions - Authority Format

• 2011-06: RDA Fuller Form of Personal Name Attribute - Authority Format

• 2011-07: Additional Corporate Body Attributes for RDA - Authority Format

• 2011-08: Treatment of Controlled Lists of Terms for Carrier Characteristics in RDA - Bibliographic Format

www.loc.gov/marc/marbi/list-p.html#2011

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MARC ProposalsAll these were made available to the MARC community for discussion,

May 2011• 2011-09: Identifying the Source of Thematic Index Numbers in Field

383 - Authority and Bibliographic Formats• 2011-10: Geographic Codes - Classification Format • MARC 21 Bibliographic, Authority and Community Information

Formats • 2011-11: Addition of 1st Indicator Value 7 (Other edition specified

in $2) in DDC Number Fields - Bibliographic, Authority and Community Information Formats

• 2011-12: Defining Subfield $q for an Assigning Agency in Field 084 (Other Classification Number) - MARC 21 Bibliographic Format

www.loc.gov/marc/marbi/list-p.html#2011

103

MARC Discussion Papers• 2011-DP01: Changes to the MARC 21 Bibliographic Format to

Accommodate RDA Production, Publication, Distribution and Manufacture Statements – See proposals 2011-02 and 2011-03– Options being considered: different indicators, different MARC fields

• 2011-DP02: Additional Name and Resource Attributes for RDA in the MARC 21 Bibliographic and Authority Formats

• 2011-DP03: Identifying Work, Expression, and Manifestation records in the MARC 21 Bibliographic, Authority, and Holdings formats

• 2011-DP04: Treatment of Controlled Lists of Terms for Carrier Attributes in RDA and the MARC 21 Bibliographic Format

• 2011-DP05: Additional Means of Identifying Medium of Performance in the MARC21 Bibliographic and Authority Formats

MARC Discussion PapersRelated to RDA

• 2011-DP02: Fields in bibliographic and authority records– Define a field for language of expression– Broaden 373 (Affiliation of person) to include subfield for

associated institutions for corporate bodies– Define 378 for fuller form of a name – Define 334 in authority records for type of jurisdiction

(city, town, etc.) and geographic areas (river, mountains, etc.)

www.loc.gov/marc/marbi/2011/2011-dp02.html

105

MARC Discussion PapersRelated to RDA

• DP2011-DP04– Define fields for Terms for Carrier Attributes.

Possibly • 340 = Physical medium (new subfields)• 344 = Sound characteristics (new field)• 345 = Projection characteristics of motion picture films

(new field)• 346 = Video characteristics (new field)• 347 = Digital file characteristics (new field)

– www.loc.gov/marc/marbi/2011/2011-dp04.html

106

Training Resources

• WebJunction: http://www.webjunction.org/technical-services - free

• ACLTS: www.ala.org/alcts/events - $ and free– One hour webinars and online courses– Eforums:

www.ala.org/ala/mgrps/divs/alcts/confevents/upcoming/e-forum/index.cfm

• ALA TechSource: www.alatechsource.org/workshops - $

107

Training Resources

• LC: www.loc.gov/catworkshop/courses - free– NACO workshop material updated Sept. 2010

• OCLC:– Training Portal: training.oclc.org/training– Efficiencies that Make a Difference

www.oclc.org/us/en/news/events/goodpractices/past.htm

• NISO: www.niso.org/news/events/2011/nisowebinars - $

108

Training Resources

• MLNC: http://mkbweb.mlnc.org/eventlist.aspx

• MOBIUS: http://mobiusconsortium.org/

109

Training Resources

• Fundamentals of NLM classification – self-taught online course– www.nlm.nih.gov/tsd/cataloging/trainingcourses/

classification/index.html – New in 2010

• NACO training material - now available through Catalogers Learning Workshop– www.loc.gov/catworkshop/courses/naco/index.html

110

OCLC: ResearchWorks• OCLC’s research laboratory

– www.oclc.org/research/activities/researchworks.htm– YouTube channel launched; will give research updates .

http://www.youtube.com/user/OCLCResearch• Metadata research (http://www.oclc.org/research/activities/msm.htm) includes:

– MapFAST: Google Maps mashup based on geographic information in bib records

– Metadata Schema Transformation Services: translates metadata records from one format to another

– Name Extraction: tools to extract names from unstructured text and to match them against authority files

– Publisher Name Server: provide authority control for publisher names– WorldCat Identifies: summary page for every name in WorldCat

111