Transcript What’s New in Cataloging 2009? Felicity Dykas Wayne Sanders Catalog Dept., University of Missouri MOBIUS Annual Conference June 3, 2009 (revised June 5, 2009) http://mulibraries.missouri.edu/staff/catalogdept/ presentations/WhatsNewCat2009.ppt Practical - Apply.

What’s New in Cataloging 2009?
Felicity Dykas
Wayne Sanders
Catalog Dept., University of Missouri
MOBIUS Annual Conference
June 3, 2009
(revised June 5, 2009)
http://mulibraries.missouri.edu/staff/catalogdept/
presentations/WhatsNewCat2009.ppt
Practical - Apply today!
Revisions to AACR2
• None in 2006• While there have been no revisions to AACR2 in the
last few years, there have been many other
developments in descriptive cataloging practices and
standards.
E-books
• Provider-Neutral E-Monograph Record
http://www.loc.gov/catdir/pcc/bibco/PN-Final-Report.pdf
– Emphasizes recording only information applicable to all
manifestations with the same content
– Reduces redundancy
– Qualifier “(Online)” not to be used in series or uniform
titles
– Approved by PCC Policy Committee April 29. 2009!
– Simplified Metadata Application Profile (MAP)
coming June 2009
– Implementation date July 17, 2009
Example (current practice)
OCLC 259965025
Example
(Provider Neutral Standard)
OCLC 256043385
Abbreviated Level Cataloging
• ELvl 3
• OCLC technical bulletin 256 (July 2008)
• “Elements chosen particularly to support
accurate identification of materials for
cataloging and discovery purposes and to
support automated matching processes.”
• http://www.oclc.org/support/documentation/worldcat/tb/256/
Abbreviated Level Cataloging
• Use for original cataloging
• Required description fields:
010
246
490
020
250
856 $u
022
260
028
300
1xx/7xx (only one field is required)
245 $a, b, c, h
ELvl 3 Example
Rare Materials Cataloging
• Descriptive Cataloging of Rare Materials (DCRM)
– DCRM(B) Books pub. 2007 – in Cat. Desktop
• LC implementation decisions
• http://www.loc.gov/catdir/cpso/rarebooks.pdf.
– DCRM(S) Serials pub. Nov. 2008 – in Cat. Desktop
– DCRM (M) Music, (MSS) Manuscripts, (G) Graphics,
(C) Cartographic Materials under development
• Standard Citations Forms … under revision
• DCRM Thesauri
Playaways, Blu-rays, & Streaming Media
• Guide to Cataloging Playaway Devices Based on AACR2r
Chapters 6 and 9 (OLAC)
http://www.olacinc.org/drupal/capc_files/playawaysPDF.pdf
• Guide to Cataloging DVD and Blu-ray Discs Using AACR2r and
MARC 21 (2008 update) (OLAC)
http://www.olacinc.org/drupal/capc_files/DVD_guide_final.pdf
– Also a pending MARBI proposal for a new value for Blu-ray format in 007
• Best Practices for Cataloging Streaming Media (OLAC)
http://www.olacinc.org/drupal/capc_files/streamingmedia.pdf
• Pending implementation of MARC in WorldCat:
– 041 $j Language code of subtitles or captions
CONSER Standard Record
• Revised documentation – 11/4/2008
• These are full level records
• New and revised LCRIs issued
• http://www.loc.gov/catdir/cpso/conser.html
– Includes links to instructions and LCRIs
CONSER Standard Record
• Standard abbreviations and capitalization not
required in designation and note fields: 362, 515, 5xx
• FF frequency, regularity, nature of contents and
entire work, conference pub – not required
• Distinguishing uniform titles not required except for
generic titles and consistency with monographic
series
• Statement of Responsibility (245 $c) – not required
• Variant titles (246): In general use indicators 13
(other title)
CONSER Standard Record
• Date of publication (260 $c): not required
• Physical description (300): $a only required for nontangible non-print formats; $b and $c not required
• Dates of publication (362): use unformatted. E.g.,
“Began …” Series (4xx): not required to add, search
for, or create authority record. If added, use 8xx.
Use 490 if no series added entry.
CONSER Standard Record
• Description based on note (500): always include
unless a derived record
• Latest issue consulted (500): always include
• Prefer linking fields to notes and added entries: E.g.,
776 $I Also Other physical forms (530/776): use 776
with $i. Do not use 530.
• Issuing bodies note (550): include access point, skip
550. Use
$3 to indicate “applicable date.”
Serials Cataloging
Changes in coding practice as of May 1, 2009
• 042: CONSER institutions will use the authentication
code “pcc” instead of “lcd” and “lc”
• FF Cataloging Source (Srce): c = cooperative
cataloging program, including CONSER. National
libraries will continue to use blank
• Codes on existing records won’t be updated
• http://www.loc.gov/acq/conser/042-2009-Changein-practice.pdf
Series
• MARC updates:
– 440 Obsolete (Oct. 24, 2008)
• http://www.loc.gov/catdir/pcc/Field440.pdf
• 490 1_ (redefined as series traced instead of series traced in
different form)
– $3 for specific volumes, issues, dates (MARC Oct. 2008,
not in OCLC yet)
• 490 1_ $3 <1981->: $a Reference works
– $x added to all 4xx/8xx fields (MARC Oct. 2008, not in
OCLC yet)
• 830 _0 $3 v. 1-8 $a Collection Byzantine, $x 0223-3738.
Series
• PCC decision
– Series tracings and authority work optional for all
members
• Provider-Neutral E-Monograph Record
– “(Online)” series qualifier obsolete after July 17th!
– Retrospective clean-up eventually
– http://www.loc.gov/acq/conser/serqual.pdf
(BIBCO Mtg. Apr. 30, 2009)
• SERIES-L
(https://po.missouri.edu/cgi-bin/wa?A0=SERIES-L
Classification
• SCM: Classification and Shelflisting Manual (2008)
– Combines and updates the old Subject Cataloging Manual:
Classification and Subject Cataloging Manual: Shelflisting
• LC Class schedules:
– New Draft of Subclasses KBS and KBT
• http://www.loc.gov/aba/news
– Subclass G updated
• Geographic cutter numbers (Tables G1548-G9804)
• http://www.loc.gov/catdir/cpso/gcutter.html (3/2009)
• MeSH: (http://www.nlm.nih.gov/class/)
– New class numbers added 4/2009
• Dewey:
– New ed. expected late 2010 or early 2011
Romanization Tables
LC’s Policy & Standards Division posted drafts of
new and revised romanization tables:
• Korean Romanization Table
• Persian Romanization Table
(replaces existing table)
(enhancement to the existing
table)
• Persian in non-Arabic Scripts Romanization Table
(supplement to Persian table)
• Judeo-Arabic Romanization Table (new table)
(Arabic written in the Hebrew script)
• http://www.loc.gov/catdir/cpso/roman2.html
GPO/FDLP cataloging
• Federal Depository Library Handbook
(rev. May 2009)
– Ch. 6.10 Cataloging overview
– Ch. 6.11 Resources that assist with cataloging & processing
– Ch. 6.12 Tips, practical advices, and lessons learned
• Separate record cataloging for different physical
formats
WorldCat Indexes - New
• Access Restrictions (rs: and rs=)
– 506 ‡a ‡f
• Language of Cataloging Description (ll:)
– 040 ‡b
WorldCat Indexes - Changes
• URL – 852 $u: Access Method (am: and am=) (only in
institution records)
• Cartographic data – 034 $z and 506 $a, f: Keyword (kw:)
• Musical composition codes -047 $a: Musical Composition
indexes (mc: and mc=). Codes from the IAML list of musical
composition codes:
http://www.iaml.info/activities/cataloguing/unimarc/forms
• Restrictions on access note (506 $a, f): Notes (nt:)
• Other standard identifier (024 $z): Standard Number (sn: and
sn=)
OCLC Expert Community
Experiment
• “During the Experiment, participants will be able to correct,
improve and upgrade all WorldCat master records, with the
exception of PCC records (BIBCO and CONSER records). Library
of Congress records that are not PCC records are included in
the Experiment.”
• Began February 2009. Lasts six months
• http://www.oclc.org/worldcat/catalog/quality/expert/default.
htm
Useful Information
CatDesktop: New Resources
–
–
–
–
–
–
–
–
–
–
–
–
Authorities: Format and Indexes (OCLC)
Best Practices for Cataloging Streaming Media (OLAC)
CAT-DESKTOP discussion list archives
Cataloging Cheatsheets
CONSER Standard Record
Descriptive Cataloging of Rare Materials (Serials)
Differences Between, Changes Within: Guidelines on
When to Create a New Record (ALA)
Glossary (National Agricultural Library)
Guide to Cataloging Playaway Devices (OLAC)
NextGenCat (Next Generation Catalogs for Libraries)
PCCList
RDA-L
GPO/FDLP cataloging
•
•
•
•
•
GPO now using limited authority control
GPO & others cataloging pre-1976 depository items
Digitization of legacy collections
Conversion of shelflist
AskGPO – knowledge base
http://www.gpoaccess.gov/help/
Integrating Resources
• CONSER Cataloging Manual, Module 35 and BIBCO
Participants’ Manual, Appendix A
– 2008 Revision
– http://www.loc.gov/catdir/pcc/bibco/irman.pdf
• Integrating resource records will be added to the
CONSER database
• To report changes to LC records
– http://www.loc.gov/acq/conser/IR-form.html
Subject Cataloging
• Subject Cataloging Manual: Subject Headings
– 5th ed. completed Feb. 2008
– Title change: Subject Headings Manual, 2009
• Subject validation records from LC for subject
heading strings
– 35,000 records to date
– Stopped mid-2008 due to software issue
– Plan to continue once issue resolved
MARC21 for Bibliographic Data
(In process, coming soon)
• Define videorecording format code in 007
– s = Blu-ray
– Proposal no. 2008-09 - approved
• Enhance 502 (dissertation note)
– 502 _ _ $b Ph. D. $c University of Louisville $d 1997.
– Proposal no. 2008-05/4 - passed by MARBI
• 510 $u
– Proposal no. 2009-05 – approved
LC Genre/Form Headings Projects
• Completed projects:
– Moving image genres (Subject Headings Manual H1913)
– Radio programs (Subject Headings Manual H1969.5)
• New projects (2008-2012):
http://www.loc.gov/catdir/cpso/genreformgeneral.html
– Cartographic materials
-- Music
– Law
-- Religion
– Literature
• Disposition of LCSH Video Recording Headings in the New
Genre/Form Environment (5/2009)
– LC Policy and Standards Division has posted a paper:
http://www.loc.gov/catdir/cpso/videorecheadings.pdf
More Genre/Form Headings
• Music Library Association's Bibliographic Control Committee
Genre/Form Task Force
– To work collaboratively with LC (see e-mail)
– http://www.musiclibraryassoc.org/BCC/BCCHistorical/BCC2008/BCC2008WGWRM1.pdf
• RBMS thesauri
– 2-year moratorium on new term proposals Jun. 9th
– http://www.rbms.info/committees/bibliographic_standards/controlled_vocab
ularies/index.shtml
– Combine 7 thesauri
– Add to OCLC Terminologies Service Project
– http://www.oclc.org/research/projects/termservices/
Personal name headings
• Automated controlling of personal name
headings in OCLC
– Phase I (personal names with multiple elements)
• completed, Sep. 2008
• 25.5 million new personal name headings controlled
– 040 $d OCLCG
New Database of Authority Records
• LC – new database of authority records
http://id.loc.gov/authorities/sh85077808
http://lcsubjects.org/
– Primary goal: enable machines to programmatically
access data at LC (download in various formats)
– Also provides simple user access (web interface)
– Will add: Thesaurus of Graphic Materials, the MARC
21 codes for geographic areas, languages, and
relators, and preservation events.
xISSN
• Visual display of title history for serials.
Includes title changes and different formats.
• Not available for all titles.
• http://worldcat.org/xissn/titlehistory
Broader Knowledge
Resource Description & Access (RDA)
• Dates (per LAC presentation in May 2009):
– Content available: June 2009
– Testing begins: July/August 2009
– First release: 4th quarter 2009
– Testing/preparation: 6-9 months 2010
– Implementation: 2010
• “… scheduled to be released at the end of November 2009.“
(http://www.rda-jsc.org/)
• Functional demo to be available soon (per 3/2009 JSC
meeting summary)
RDA Links
• RDA
– http://www.rdaonline.org/
• Testing
– http://www.loc.gov/bibliographic-future/rda/
• Joint Steering Committee for Development of RDA
– http://www.rda-jsc.org/
• ALA ALCTS Committee on Cataloging: Description and Access
(CC:DA)
– http://www.libraries.psu.edu/tas/jca/ccda/index.html
• Blog of the ALA representative to JSC, John Attig
– http://www.personal.psu.edu/jxa16/blogs/resource_description_and
_access_ala_rep_notes/
BIBCO
• Task Group on BIBCO Standard Record Requirements
– Charge: define a set of required elements for bibliographic
records for monographs using a single encoding level.
– Interim Report
(Includes Metadata Application Profile (MAP)):
http://www.loc.gov/catdir/pcc/bibco/TG_InterimRpt_BSRMAP5_20Mar09.pdf
OLAC
(Online Audio Visual Catalogers)
• Moving Image Work-Level Records Task Force
(OLAC)
– http://www.olacinc.org/drupal/?q=node/27
IFLA
• http://www.ifla.org/ (redesigned web site)
• Division of Bibliographic Control
– http://www.ifla.org/en/bibliographic-control
• Cataloguing Section
– http://www.ifla.org/en/cataloguing
– Statement of International Cataloguing Principles
• Published in February 2009
• 15 pages
• Includes use of FRBR concepts and has a glossary
• http://www.ifla.org/en/news/statement-ofinternational-cataloguing-principles
FRBR and Company
• FRBR (nothing very new)
– Working Group on FRBR/CRM Dialogue. Charge: with the
CIDOC CRM SIG, “prepare an object-oriented formulation
of FRBR (FRBRoo) which is a compatible extension of the
CRM conceptual reference model.” Draft issued: 1/2007
• FRANAR (FR and Numbering of Authority Records)
– March 2009: draft version of Functional Requirements for
Authority Data was approved by the Standing Committees
of the IFLA Cataloguing and Classification and Indexing
Sections.
• FRSAR (Subject Authority Records)
– No document produced so for.
– User tasks: Find, Identify, Select, Explore
MARC 21 for Bibliographic Data
• New fields to replace and expand the GMD (245 $h)
– 336 _ _ moving image $2 rdamedia (Content type)
– 337 _ _ video $2 rdamedia (Media type)
– 338 _ _ video disc $2 rdacarrier (Carrier type)
– Proposal no. 2008-05/3 – Deferred
• Metadata control note
– 588 _ _ Title from web page (viewed on May, 29, 2008).
– Proposal no. 2009-DP02 – Discussion paper
MARC
• MARC 21
– http://www.loc.gov/marc/
– Most recent changes in MARC format documents are
shown in red
• MARC developments (includes proposals and discussions)
• http://www.loc.gov/marc/development.html
• MARC 21 Bib Data Elements not Implemented by OCLC
– http://www.oclc.org/support/documentation/worldcat/re
cords/notimplemented/default.htm
• MARBI minutes (ALA)
– http://www.loc.gov/marc/marbi/minutes/minutes.html
MARC and RDA (Discussions)
– URI instead of actual values for controlled headings
• DP No. 2009-DP01/1 – Discussion paper
• Possible use:
– 100 10 Berg, Elizabeth, $d 1953– 100 10 $1 arn4102285
– Relationship designators in bib and authority records
• Authority record
– 500 1 _ Mercantile, Karen. $e employee
• DP No. 2009: 01/2 – Discussion paper
MARC and RDA (Proposal)
Identify work and expression records
• Authority record for work and expression
– 011 _ _ $a work $2 rda
– 100 1 _ $a Ondaate, Michael, $d 1943 - $t English patient
– 011 _ _ $a expression $2 rda
– 100 1 _ $a Ondaate, Michael, $d 1943 - $t English patient. $l French
• Bibliographic record for manifestation
– 011 _ _ $a manifestation $2 rda
– 100 1 _ $a Ondaate, Michael, $d 1943 –
– 240 1 0 $a English patient. $l French
– 245 13 $a Le patient anglais
• Proposal No. 2008-05/2 - Deferred
MARC 21 for Authority Data
• New elements in authority records to accommodate
FRAD
• Dates (birth, date, start, end), places (birth, death,
country, residence, other), address, language,
activities (field of activity, affiliation, occupation), sex
(including dates), family information (type, name of
prominent member, hereditary title)
• Not expected to be implemented before 2011
• Proposal no: 2009:01/1
Virtual International Authority File
•
•
•
•
VIAF matches and links personal name authority files
9 million+ authorities
Non-Latin references added 2008
Members:
– LC, OCLC, German and French national libraries
– National Library of Sweden added Dec. 2008
– New members added in 2009: Czech and Israeli national
libraries
• Future: geographics, corporates, and uniform titles
• http://viaf.org
Library of Congress
• LC Working Group on the Future of
Bibliographic Control (released Jan. 2008)
– Survey of bibliographic landscape (R2)
• Presentation of findings at ALA annual 2009
• Bibrecords.ning.com
– Hidden collections
– Test of RDA
Library of Congress
• Acquisitions and Bibliographic Access
Directorate (ABA)
– Reorganized last Oct.
– CPSO -> PSD (Policy and Standards Division)
• [email protected]
Library of Congress
• Bibliographic Enrichment Activities Team
(BEAT)
– Part of ABA
– Research and development projects
• ToC as part of records or separate files
• ECIP partners
• Casalini libri (Italy) provides shelf ready books
for about 3,500 titles/year; working with
Argentine book dealer for same service
Library of Congress
Full/Core original
FY2007: 211,805
FY2008: 208,321
Copy cataloging
FY2007: 71,532
FY2008: 71,790
TOTAL
FY2007: 331,218
Collection level
FY2007: 3,434
FY2008: 3,895
Minimal level
FY2007: 44,447
FY2008: 29,307
FY2008: 313,313
Library of Congress
• New name authority records
– FY2007: 98,353
– FY2008: 91.016
• New LC subject headings
– FY2007: 9,206
– FY2008: 35,748
• Includes subject-subdivision strings
• New LC classification numbers
– FY007: 2,127
– FY2008: 1,818
Library of Congress
• LC uses III Electronic Resource Management
System
OCLC and WorldCat
Connexion
• Enhancements & changes in OCLC Connexion
(no future ones scheduled)
Client:
http://www.oclc.org/connexion/interface/clie
nt/enhancements/recent.htm
Browser:
http://www.oclc.org/connexion/interface/bro
wser/enhancements/recent.htm
WorldCat Holdings from Nat’l Libs
• OCLC continues to load records from national
libraries
• E.g., National Library of Israel (788,000 records)
• Plans to load 25 million more records from national
libraries in the coming year
• Interactive map showing national library
participation:
http://www.oclc.org/worldcat/catalog/national/worl
dmap/default.htm
WorldCat.org
• Lots of recent updates
– April 2009 enhancements
• http://www.oclc.org/news/announcements/announce
ment357.htm
• WorldCat Identities
– Summary pages for names in WorldCat
– Personal and corporate names
– http://orlabs.oclc.org/Identities/
– Links now available in WorldCat.org
INCLUDES:
• Publication timeline
•Most widely held works
about/by Elizabeth Berg
• Languages
• Alternative names
WorldCat Local
• WorldCat Local quickstart
– Free with FirstSearch subscription
– Record loads for vendor supplied records
– Free reclamation
– http://www.oclc.org/us/en/worldcatlocal/quickstart/defau
lt.htm
• Web-scale, cooperative library management system
– Delivery, circulation, acquisitions, license management
– www.oclc.org/news/releases/200927.htm
OCLC Policies and Reports
• OCLC Record Use Policy – withdrawn
– Was: Guidelines for the Use and Transfer of OCLCDerived Records
– Proposal now called” “Policy for Use and Transfer
of WorldCat Records”
http://www.oclc.org/us/en/worldcat/catalog/policy/default.htm
• OCLC Karen Calhoun research report, “Online
Catalogs: What Users and Librarians Want”
http://www.oclc.org/reports/onlinecatalogs/default.htm
OCLC Research
• Research Works
– http://www.oclc.org/research/researchworks/def
ault.htm
• Example: Reference Extract
– Web search experience that pulls results from
sites used by libraries for inclusion of more
credible resources
– digref.org
ONIX
• Online Information eXchange
– http://www.editeur.org/
• International standard of metadata for book industry product
information.
• April 2009: Release of ONIX 3.0
– http://www.bisg.org/onix/onix_downloads.html
• One way this information is being used: add publisher
information to WorldCat: brief bibs and data enrichment.
SKOS
• Simple Knowledge Organization System
– “SKOS is an area of work developing specifications and
standards to support the use of knowledge organization
systems (KOS) such as thesauri, classification schemes,
subject heading systems and taxonomies within the
framework of the Semantic Web ...”
• SKOS Primer
– 3rd Working Draft, 17 March 2009
• http://www.w3.org/2004/02/skos/
NISO
• Z39.91 – 200x – Collection Description Specification
in trial stages. Last modification, Sept. 2008
• How to describe collections. A Metadata Application
Profile
• http://www.niso.org/standards/draft/ (draft standards)
• Events
• http://www.niso.org/news/events/
• E.g., Webinar on Data Movement and Management on
March 18, 2009
http://www.niso.org/news/events/2009/interop09
Other Discovery Tools
• Open source developments to keep an eye on:
– OLE (Open Library Environment)
• http://oleproject.org/
– eXtensible Catalog (University of Rochester)
• Suite of applications; two have been released
• http://www.extensiblecatalog.org/
– Single Business Discovery Project (Libraries Australia
Advisory Committee)
• http://www.nla.gov.au/nla/staffpaper/2008/documents
/single_business_discovery_project.pdf
Other Discovery Tools
• CONTENTdm 5:
– Supports Unicode. Searching enhancements (uses search
engine behind WorldCat.org, faceted browsing, etc.), new
reports module, nine integrated thesauri, improvements
for handling EAD (Encoded Archival Description)
– Free with FirstSearch subscription
• Three downloadable Project Clients for building digital
collections
• (3) 10 GB of storage for up to 3,000 digital items.
• http://www.oclc.org/news/announcements/announce
ment359.htm
Other Discovery Tools
• Summon – Serials Solutions product
• http://www.serialssolutions.com/summon/
• Museum Data Exchange Project
– “OCLC releases software suite to help museums exchange
data.”
– They might share data with others such as ARTstor and
OCLC, too
– COBOAT: metadata publishing tool available under a feefree license
– OAICatMuseum 1.0: for metadata harvesting
– www.oclc.org/news/releases/200932.htm
New Discovery Tools Nearby
• Washington University
– AquaBrowser
• Springfield-Greene
– Encore
ALA
• ALAconnect
http://connect.ala.org/about
– Options to join or create communities of interest, network
– Do not need to be a member of ALA
• ALCTS - Online training sessions – no cataloging ones yet
http://www.ala.org/ala/mgrps/divs/alcts/confevents/upcomin
g/webcourse/index.cfm
MOBIUS
• MCDAC task force on authority control
• Task force on MOBIUS catalog design to be appointed by
Executive Committee
• New indexes being implemented in MOBIUS Catalog:
publisher, ISSN, ISBN, genre, music number
– Test out on staging server:
http://mobius.umsystem.edu:2082/search
• MCAT (MOBIUS catalogers)
• Sign up via MCO help desk
MU School of Info Science and
Learning Technologies
• Cataloging now an alternative required course
– Students must take Cataloging or Management of
Information
Questions?
Felicity Dykas
[email protected]
Wayne Sanders
[email protected]