ALA Midwinter Seattle 2013
FRIDAY – January 25
8:30-11:00
WEST-Grand I
Technical Services Directors Large Research
Libraries IG
Notes
Topic: Evolution of technical services staff.
Skills – knowledge - attitudes. Are we doing enough to develop internal leaders? People who are curious,
thoughtful, allowed to do strategic thinking, respond to mentoring are likely to be able to become
leaders. Budgets to support are inadequate. Often internally there is no position for that person to move
to so they move on elsewhere. Image and identity of technical services needs to be improved and
“exposed”. Reorganization on a big scale is scary, bad for moral, etc. A slow review, remodeling,
assessing vacancies making incremental changes is better. Huge role for catalogers is to be involved in
institutional repositories – working with faculty, developing metadata standards (at one library the
catalogers related better with faculty than public services) – the catalogers understand detail of
technical/bibliographic data needed to make it work.
Topic: Merging technical services.
Merging technical services from 2 institutions – i.e. acquisitions/collection development using 2CUL.
Issues are separate funds, different staff assignments (at one library Acquisitions picks vendors, but at
the other CD picks vendors). How to deal with exceptions?– there are different choices at the 2
institutions. They hope to have a reduction of 20 staff from 100 people doing acquisitions. Hope to share
expertise or more easily fill vacancies. Savings? Trying to reduce duplication between the 2 libraries so
staff doing ordering would be more on top of it and could order only for the correct library; batch loading
of bibs for electronic collections could be done by a skilled person for both, licensing of e-resources
(agree to contract standards) – didn’t mention cataloging except to exchange special expertise, e.g.
Korean. Is this model possible in a large consortia?
Topic: Ontario Scholars Portal.
University of Toronto (44 libraries at the university) and Ontario Scholars Portal. Goal: Collect and
preserve and maintain digital content. You need a server “room” in the library. The decision was to
collect and own and store, just not access. Got buy-in from other academic libraries in Ontario to create
the portal with owned, locally loaded e-journals, digital documents, e-books, datasets, research tools, etc.
including ILL, RefWorks, and askRef services. Also has database for licenses and copyright issues often
unique to Canada. They use open-url resolvers. Cost is low because it is shared by 21 libraries and
resources are handled once. It is a light archive. www.scholarsportal.info …? Caitlin spoke
Topic: Shared collections of monographic series.
Did you discuss what happens to publishers if you buy so few copies? The issue with monographic series
is a “slavish” ordering of materials whether you want each one or not. The suggestion is to have a group
of libraries sharing, each buying different series, is committed to resource sharing. Often these materials
are not electronic. Or perhaps, share access to a series if it is electronic, but only buy 1 print copy among
libraries.
10:30-12:00 WSCC – Room 203
Notes – look for report
OCLC Enhance Sharing
7:30-9:30PM SHER – Boren
SAC RDA
Notes
Before we do much with a proposal for the subject chapters of RDA, we need to be sure no other entity
has already started something. Barbara Tillett said LC is still working to revise or start something new.
John Attig will check with John Reser to see if LC is really are working on a new document (later answer
– no). JSC hasn’t really done anything with subjects. John will check with IFLA about FR
Stephen Hearn proposed something in the SAC genre committee. He is suggesting 500 fields for the
authority record applicable to the heading and utilizing relationship descriptors. He was looking at what
was MARC lacking – there is nothing available to add indicators identifying the vocabulary. John thinks
the proposal fits as work relationships. He is proposing we record subject relationships in work records
(i.e. authority) records. LC, in the past, couldn’t figure out how to manage a 150 in a record for a 100,
110, 110 – “division of the world” problem. He did include 555 fields for genres. Stephen said he needs to
add $0. The authority records contains so much more information and should be treated and maintained
like we do bibs and indexed and displayed to users. Need a couple of examples of relationship
designators, e.g. Has subject. Check the genre/form Connect site for MARC DISCUSSION PAPER –
DESCRIPTIVE AND SUBJECT ATTRIBUTES IN THE MARC 21 AUTHORITY FORMAT – DRAFT
http://connect.ala.org/file-manager/group/84114/2013-Midwinter--Seattle Stephen will have a draft by
April so it could be a Discussion paper by Annual.
Tony’s proposal. He is proposing FRSAD model with Thema and Nomen for Object and Concept (event
and time would be in other chapters). Thema: Any entity used as a subject of work. Nomen is the
“name” of the subject. This is a high level approach – let each thesauri define details. Paul Weise pointed
out that FRBR FRAD and FRSAD are at odds but IFLA knows that and is working on it. The conflict that
John sees is (Gordon doesn’t see it) entity vs. attribute. RDA is based on FRBR and we have to be careful
to carry forward the “entities” view for subjects. What things could be defined as attributes of the
subject? I asked about where in BIBFRAME subjects will be since the one part is Work/Expression. Since
they belong with the Work, it would be Work/Express and also the class number as it is often subject
oriented. I also said we really need to move Events and Places out of “subject RDA”. Genre/form is an
attribute of work. Adam Schiff has been using genre is 380s for movies. We need guidance on the
relationships. Genre is different from subjects and we need to state that it needs to be included in RDA.
John said some of Tony’s elements and attributes are really data about data. John will find out what is
going on with the FRBR models and LC. John will send us his comments.
So, we should move forward with something for SAC to see that can then go to CC:DA and then to JSC.
This group can/should SAY something about including genre in RDA.
SATURDAY – January 26
8:30-10:00
Notes
WSCC-TCC – Rm 204
WorldShare Management (OCLC)
Talked with Gary Johnson. SDLN has been asking questions about WMS so he was at the meeting.
General consensus is Alma and WMS are not really ready for “everything” and consortia.
http://www.oclc.org/reports/webscale
Challenges: mainstream alternatives like Amazon, declining demand for traditional services, new patron
demands, aligning institutional societal goals, ebooks have reached a tipping point, repurposing library
space – how to we ensure library relevance in an increasingly digital online world.
If we can determine relevance, the other budgetary problems will diminish; the goal is efficiency.
We know people start outside the library on the internet so we need to meet them there.
How do we break down silos, handle licensed resources, manage learning objects, managing down print
– how do we create unified collection management? How do we increase collaboration, shared services,
accelerate innovation?
Focus:




Relevance and visibility of libraries
Efficiency
Meeting users at point of need - Unified collection management
Collaboration and innovation
Strategic initiative is to collaboratively build at webscale with libraries - WorldShare
World cat – webscale data, discovery and syndication services
WorldShare management services – management across print, licensed, and digital materials
This is underpinned by the WorldShare platform which underlies all OCLC applications. It is designed from
the ground up for Webscale operations,
Applications – open to the community – anyone; partners can build apps to work with the library
Web services – world cat services, knowledge web service, worldcat registry service, worldcat identifies,
identifier web services; acquisition, circulation, vendor info, open URL, questionpoint
Data - Data aggregation: worldcat, licensed digital content/articles, digitized local library content
Infrastructure (base of the platform)
Vendors – a global database of all vendors any of us would use
A click from Google can go to your OPAC
Shared license terms
Currently 200+ committed and 60 fully operational.
OCLC is in a position to do work on a large scale – 9000 libraries catalog using OCLC, 10,000 resource
sharing, 20,000 firstsearch.
The new metadata management services includes cataloging and acquisitions. The new cataloging
interface will be out in a few months.
Menu bar: metadata – acquisitions – license - circulation - interlibrary-loan – admin – analytics - help
Single interface for discovery (no longer firstsearch)
Analytics – i.e. “reports” (not so unlike Alma)
-=-=-=-=
Kenley Neufeld, library director, Santa Barbara city college – one of the top 10 community colleges in US;
1 of 110 community colleges in California
19,000 students
125,000 books
Heavy into digital collections – 25,000 journals accessed
Part of a statewide purchased database
10 staff
Why WMS? The state was looking at more centralized services. 13 have signed on – proof of concept – if
it works it may become what 110 libraries use. The legacy system is not serving their user’s needs.
So why? – legacy not meeting needs, wanted server and desktop maintenance handled by someone else,
demonstrated leadership and innovation, expanded services that actually work. Federated search is
awful. They looked at other vendors, but OCLC does integrate all the services students use. Wanted to
find all resources via the interface, but also have easy access to nearby collections. They didn’t want to
use another vendor for discovery than OPAC. They felt it would save staff time both at circ and acq/cat.
Wanted out of servers and clients on PCs – OCLC is cloud-based. The front-end for staff needed to be
web-based, in part because their partners (acquisitions vendors) are on the web. To switch to a new
vendor, they were able to negotiate with OCLC (reviewed ILS options, but didn’t need RFP), especially
migration costs for other vendors. The cost is slightly higher but he has worked with it within his budget.
He shifted some budgetary items around. The initial user interface is simple but they can dig deeper. The
reputation and business philosophy matched what he was looking for. OCLC is non-profit whereas other
vendors are owned by investment companies – not library oriented (i.e. their bottom line is more
important than his staff and students). He engaged the staff; librarians were definitely in support of the
change. They visited 2 sites, including Pepperdine. It took 4 months to implement. Signed in Feb. and
came up fall semester. Sent bib records and patron records in June to OCLC. Exported circulation data.
Took a couple tries to get patron data to work. Some serial records didn’t move the way they wanted
(300 titles) – where some fields were in old system didn’t match OCLC. Integration with Banner took
some work. Banner talking to WMS is seamless – it pushes to an FTP site and OCLC pulls it and processes
it. Access is available on all platforms (PC, i-phone, etc.). Email notification for circulation works; can do
early alert notice; can determine your own verbiage. The circulation interface is integrated with items and
patrons and easy to use. Still working handling fines interfacing with Banner. Would like to see more in
Discovery – some databases are not available (i.e. EBSCO); and when you don’t buy all the titles in a epackage you see them all – that needs to be fixed. A problem in acquisitions is being fixed in Feb. ILL will
be a new interface. Authentication process is currently separate – want to get WMS to use their
credentials (using Shiboleth). The lack of sharing with vendors like EBSCO results in it sometimes saying
we have access but we don’t.
neufeld@sbcc.edu
Back to OCLC. Costs and Return on Investment (ROI). It is both quantitative (dollars) and qualitative
(can build an e-classroom). Need to look at what is included that you might otherwise pay for separately,
e.g. server costs or fees. Will it allow reallocation of staff, more original cataloging? Circulation statistics
up or down? – up generally should improve with good discovery interface. Will electronic resource use go
up? Ease of use by staff. From a small survey of current users show improvements in ROI using all these
elements. EBSCO is saying you still have to pay something extra for their metadata and indexing for their
data is behind, yet OCLC has an agreement with EBSCO (is this perhaps like what we have with Primo?)
What about working with distance education students? No particular answer – not sure they have them.
OCLC has a formal agreement with EBSCO EDS so OCLC will pull certain data for EBSCO if you chose to
use EDS. Illiad is a different product. The ILL is part of WMS and you can use WMS to push to Illiad.
10:30-12:00 WSCC Room 213
Linked Data Roundtable (OCLC)
Notes
Kevin Ford (kefo@loc.gov) : authorities in Bibframe, LCSH in the Linked Data space, Standard web
services for linked data.
Because authority data is published as linked data ( http://id.loc.gov and http://VIAF.org ), – all those
fields can be replaced by a URI.
Authorities are not designed to complete or replace existing authority efforts but rather provide a
common light-weight abstraction layer over various different Web based authority efforts. So not just link
to an authority record but can additionally beyond it. The abstraction layer is additional and is needed to
support indexing, support $e, $i 7XX – need to retain the relationship information via the abstraction
layer. Problem for subjects is pre-coordination which allows adding to the LCSH heading, so there are
more different entries in bibs than there are http://id.loc.gov entries. Then form/genres are changing.
We need a standard/expected/defined linked data web services for linked data – different vendors have
done different ways of linking and providing services.
[Note: What about FAST?]
Philip Shreur [scur] (Stanford). Linked data in academic settings – got a grant and held a conference.
Goals: implement an information ecosystem (bibs and other academic endeavors). Saw limitations in
relational databases. We are stuck with records. At Stanford they are working on authority control, but
things are always changing (genres, RDA). In their environment, metadata from digital repository is
pulled into the ILS but those headings are not controlled, whereas, they use an outside vendor to clean
up bibs and update authority records for other resources. They updated their authority records with $0 to
http://id.loc.gov They have a separate authority file for all students and faculty at Stanford created from
data pulled from PeopleSoft. This file includes all publications they have written. They are pulling bib data
from OCLC (journal titles or books published) and enhancing citations from VIAF (presumably not just
“Johnson, J” as is often used in citations, but Johnson, J. $q (James))
Mike Lauruhn (Elsevier). Trying to get their heads around unstructured data. Approach: expose data as
linked data, re-use web-standard vocabularies, taxonomies, ontology, leverage partners, deliver benefits
to users. They are splitting up the article – text, image, abstracts, relationships to other Elsevier
resources, use linked data from partners and the web. Eg an article about a clinical trial links to a Clinical
trials web page. They have a medical vocabulary and used several sources to create it. It has broad
categories with detailed subject under them.
Richard Wallis (OCLC). Many countries have published subject and/or names as linked data. The British
Library did something a little different. The others converted what they had to a linked data format. BL
decided to identify every little element as a “thing” and not as a “record”. The “thing” might link off to
VIAF. They use multiple vocabularies. Schema.org is a vocabulary that is general and intended to work
for most things. Google bing yahoo yandex are working today. OCLC used it to describe WorldCat.org
records and they link to Dewey, LCSH, LCNAF, DOI, VIAF, FAST. OCLC resources are starting to appear
in Google. You don’t have to go to GoogleScholar first. Checkout WorldCat in Facebook which has links
out to DBpedia and Wikipedia.Is schema.org good enough for library data – no, but it is almost good
enough to share resources for users.
BIBFRAME: It is the foundation for the future of bibliographic description as part of the web.
10:30-12:00
WEST-Elliott Bay
MARBI - http://www.loc.gov/marc/marbi/mw2013_age.html
11:30-1:00
SHER – Metropolitan BR
EBSCO luncheon
The presentation had a very negative tenor in criticizing competitors, repeatedly. Yet, they say OCLC and
SIRSI are “partners”. For patron-driven acquisitions, MARC records are added to EDS for the package;
when the dollar limit is reached, records are pulled. There is an API to pull EDS data into vufind (really!?
or did I mis-hear?). EDS has discipline-limited searching, like Primo (29 choices), but with 68 choices.
They are changing A-Z to a word-fill search box for journal title searching. Some will have option to
search within the journal.
1:00-2:30
Notes
WEST – Grand I
CC:DA
http://alcts.ala.org/ccdablog/?p=198
PPC report to CCDA has many important links.
Dave Reser highlighted items from the Library of Congress report: http://alcts.ala.org/ccdablog/wpcontent/uploads/2013/02/lc201301.pdf
The RDA vocabulary and element sets registry (http://rdvocab.info) is largely being kept up-to-date as
changes are made in RDA.
The JSC has proposed some organizational changes to its structure; see
http://alcts.ala.org/ccdablog/wp-content/uploads/2013/01/jsc1301a.pdf for details.
Attig summarized the outcomes of the various proposals considered at the November 2012 JSC meeting,
along with a few fast track proposals that were accepted. For his full report see:
http://alcts.ala.org/ccdablog/wp-content/uploads/2013/01/jsc1301.pdf
Task Force on Relationship Designators reported on their progress to date and led a discussion of the
remaining issues. See http://alcts.ala.org/ccdablog/wpcontent/uploads/2013/01/TFappendixK201301.pdf
This Task Force on Recording Relationships presented its discussion paper
http://alcts.ala.org/ccdablog/wp-content/uploads/2013/01/TFrelationships201301.pdf
The Task Force to Investigate Changes Affecting RDA in the Chicago Style Manual report
http://alcts.ala.org/ccdablog/wp-content/uploads/2013/01/tfchicago4.pdf
PCC report http://alcts.ala.org/ccdablog/wp-content/uploads/2013/01/pcc201301.pdf
CC:DA’s new blog site, which now serves as the Committee’s official web presence:
http://alcts.ala.org/ccdablog/
1:00-2:30
REN – Compass South
Catalog Management IG
Notes
OSU librarian is using Google Drive for processing and communication. He showed requests from Mary
Scott !! http://library.osu.edu/blogs/cataloging
Consortial DDA (patron driven) ebook project (Colorado)
All are on III. They are using only EBL and Ebrary and YBP. They decided on 6 short term usages
throughout the consortia which would be allowed for 7 days. A loan is triggered by length of time – 5
minutes.They use MarcEdit to bring in YBP bibs with local edits. Biggest challenge is authentication – EBL
requires login and access in an IP range. They also have to delete unused records. YBP sends a point-ofinvoice which they have to pay for but don’t use. Once it is cataloged by the 1 library in the consortia,
they can add local fields. In the test period only 23 titles were purchased in the consortia.
Sarah Beth Weeks weeks@stolaf.edu
She uses Google Refine. Can download and install free. It is really BIG! And it takes lots of resource to
manage files. You need to get your ILS data into a spreadsheet – either from ILS or via MarcEdit. You
can find extra spaces, extra ending punctuation, with or without ?, e.g. Minn. Or Minn.? It has phonetic
matching, eg Kjobenhavn or Kobenhavn. It helps you find what’s leftover. They are putting corrected
information in 9XX fields so they can display a facet with corrected information. (Can Primo work with
9XX fields?) Can do linked data to freebase (not sure we need this).
RDA display
At Kent, they tried to figure out how to handle 264, 336-8 and 502 in III.
1:00-5:30
WEST-Grand I CCDA
http://alcts.ala.org/ccdablog/?p=198
4:30-5:30
REN – Compass South
LITA/ALCTS Marc Formats Transition IG
Notes*
Roy Tennant. Everyone wants stuff online. Any time we put in a barrier we have disappointed/frustrated
users. When our bib describes the online resource, that is good. Or does the URL in the bib lead to other
digital resources, e.g. TOC. What is online in full and what is openly accessible? He did some
investigations in OCLC. One can search for strings in Worldcat. He did reports on certain aspects and
looked at who was hosting the URLs. 1/3 of the URLS went back to a library catalog. Then they parsed
parts of the 856. We say “full-text” a lot of ways in our bibs. They came up with an algorithm and scoring
system.
They (OCLC) thinks they can determine more information about the URLs in bibs and may try to provide
that information to users.
Diane Hillmann
Lossless MARC mapping
MARC21rdf.info
As a communication format MARC is dead but the semantics are not dead. They represent a distillation of
decades of descriptive experience. The size of our legacy doesn’t really matter. Taking the legacy records
with us should be based on solutions developed using open and transparent strategies.
Lossy means that some information gets lost in transition – it can be ok if you really are only after certain
info. Current mapping strategies are based on: one-time, inflexible, programmatic methods that
effectively hide the process from consumers; this practices makes it difficult for community members to
effectively respond to decisions made behind the curtain.
A better strategy: the decision to set up the MARC21rdf data was to provide the possibility of transparent
mapping by data provides as many levels. This strategy is … [check slide]
Libraries as data publishers. It should look lie an American supermarket – lots of choices with decisions
by consumers.
They want to develop mapping as a service. They are continually updated, openly available and easily
distributable.
[check slide] RDF map of audience slide
It includes subproperty relationships.
What she described is not currently set up to work with BIBFRAME but it could.
Sally McCallum
BIBFRAME (BFI) Bibliographic Framework Initiative
Bf: work a conceptual view of a resource
Bf: instance an embodiment of bf:work
Bf authority – key concepts with defined relationships to bf:works and bf: instances
Bf: annotation – a “deco ration” addition to bf:works and bf:instances
MARC high level model
MARC bibliographic, authority, holdings (which include serial patterns and provide for checkin and
claiming)
What in each MARC area needs to be brought forward?
Subject and names go into bf:authorities
Titles and name/title go into bf: Works
Take 4XX’s to become variant titles for bf:Work
5xx from MARC authority matched with other bf:work, if match, relationship and uri used in bf: work; if
no match, bf:work created, the relationship and URI used in bf:works
If the title had a $o or $l the expression relationship is added
All title and name/title authority records have been converted to bf:Work entities
RDA ..[see slide]
Bibs with a 130 or 240 are matched to the bf:work records; add the subjects and other work/expression
data from the MARC records to the bf:Work entity
Create bf:instance entity based on the 260, 300, ISBNs 856x. Do not include any of the elements that
were joined with the bf:Work entity
The work gets the class number but the instance records get the full call number
If there was not 130 or 240 there is probably no authority – it is a single work, so they create a new
bf:work entity, include the subjects, classification and work/expression level stuff; then create the
instance record from the rest.
Authos - names and subjects
Bf:work for all bib entities
Bf:works include subject data
Instances [see slide]
Creating additional bf:works from MARC data : create/link works that a cited in MARC 530, 533, 534, 581
Trying to mine 505; if they are not parsed they are just a note
Can you parse a 502 note?
Are the 505 related to works or instances. We use them largely for subject keywords.
Creating bf:instances. If we split ISBNs then we have separate records for paperback and hardback – do
we want that? How do we handle set and vol. ISBNs?
Different bf:instances for each carrier with some MARC records or combine them?
How do we match repeating 260 and 300 (different bf: instances) i.e. a single bib for print and online.
We probably want a separate instance. What about Beta and VHS and how to we match up ISBNs with
those formats.
OCLC actually processed all their records to see what would happen. LC did 1.2 million MARC records.
Less than 10% had uniform titles. Thought they would have lots of instances – only got 4% more than
they started with.
They are looking at a more RDA-informed vocabulary.
http://www.loc.gov/marc/transition
1:30-5:30
WEST – Elliott Bay
SAC
Agenda: http://connect.ala.org/node/84114



2013-05: Defining New Field 385 for Audience Characteristics in the MARC 21 Bibliographic and
Authority Formats
2013-06: Defining New Field 386 for Creator/Contributor Group Categorizations in the MARC 21
Bibliographic and Authority Formats
2013-07: Defining Encoding Elements to Record Chronological Categories and Dates of Works and
Expressions in the MARC 21 Bibliographic and Authority Formats
Facets Associated with Genre/Form: Geographic Origin of Work/Place of Production report
(http://connect.ala.org/node/180545)
Literature Project Working Group (LPWG) http://connect.ala.org/node/198845
Draft MARC Discussion Paper – Descriptive and Subject Attributes in the MARC 21 Authority Format
(http://connect.ala.org/node/195549)
3:00-4:30
SHER – Grand BR
ALA Council/exec bd/membership info
http://connect.ala.org/council
Council documents:
http://connect.ala.org/node/195190
http://connect.ala.org/node/198783
http://connect.ala.org/node/197798
http://connect.ala.org/node/199085
http://connect.ala.org/node/199086
http://connect.ala.org/node/199186
http://connect.ala.org/node/199279
http://www.ala.org/aboutala/governance/council/council_documents
Notes
CD 21. ALA President’s Report - Maureen Sullivan
The information session features reports so that more time at the Council sessions can be devoted to
discussion by Council members of issues and strategies. Maureen provided brief updates on her
presidential initiatives: The Promise of Libraries Transforming Communities; Leadership in the Digital
Age; Rethinking ALA; and ALA and International Librarianship.
CD 20. ALA President-Elect’s Report - Barbara Stripling
Barbara presented brief updates on her presidential projects and initiatives. She described her
presidential initiative, Libraries Change Lives, which will feature three areas of emphasis: literacy,
innovation, and community engagement.
CD 23. Executive Director’s Report - Keith Michael Fiels
Keith highlighted the upcoming ALA Leadership Institute, a four-day immersive leadership development
program for future library leaders.
Budget Analysis and Review Committee Report - Clara Bohrer, Chair
ALA management is delaying the proposed 1% adjustment to base salary for staff until March 2013 after
reviewing six-month financial results and will enact a similar delay to October 2013 for the 1% year-end
compensation adjustment based on year-end results. At the 2012 Annual Conference, BARC provided
general input on two suggested personal dues adjustment strategies. Additionally, BARC studied and
discussed the proposed financial model for using an external index (CPI) and recommended to the
Executive Board approval of the dues adjustment proposal.
3:00-4:00
WSCC – Room 611-614
Look for notes
Linked Data for Holdings and Cataloging: 1st step
4:30-5:30
SHER – Grand BR ??
ALA Presidential candidates forum
4:30-5:30
interactive
WSCC – Room 611-614
Linked Data for Holdings and Cataloging:
Notes.
Viewshare – interfaces to our heritage – free open-source; a tool to ingest data and push it out in a
certain way. Output can be put on web. At Texas A&M has 2800 faculty – in test, used Math instructors,
research area, VIAF, etc. Started with xls which can be exported to a variety of other databases. Created
options to view by degree, gender, specialty area, etc.; added a tag cloud. I contains pictures with links
to VIAF, a map showing where they got degrees, etc. Lots of different links!
Myntii. Used Viewshare to work with digital library data to see if he could “beef” it up.
http://westernsouondscape.org
This collection has taxonomy and place names for each animal. Includes maps from the GAP project.
He exported data into a spreadsheet. For his test he got rid of problem lines. Loaded the data into
Viewshare. Multiple data in a field, works best separated by a comma. In the type column are different
choices you can select.
4:30-5:30
REN – Compass North
FAST IG
During 2012, the FAST team has focused on making (1) improving and
enriching the authorities, (2) supporting new applications and users, (3) FAST
available as linked data, and (4) demonstrating the benefits of a faceted subject
heading schema.
Improving and enriching FAST authorities: The continuing maintenance and
enrichment of FAST authority file performed in 2012 included:
1. Adding of additional references to the FAST authority records,
2. The addition of geographic coordinates to events headings,
3. Identification and removal of duplicate authority records,
4. Identification of incomplete and poorly constructed authority records,
5. Validation of linking fields,
6. General error identification and correction.
The total number of FAST authority records has increased only slightly. The
FAST authority file now contains about 1.7 million authority records. The table
below provides the statistics FAST authority file and last activity. Some new
headings were added, a few duplicate and erroneous headings were deleted, but
the majority of the activity centered on enhancing the authority records by adding
links, references, and geographic coordinates.
No. of
FAST
Headings
Obsolete
New in
2012
Modified
in 2012
Personal Names
729,585
25,442
5,939
666,407
Corporate Names
362,137
4,512
4,896
347,333
Events
12,523
608
465
6,994
Titles
63,112
1,479
13,483
48,016
676
0
0
0
Chronological
Topicals
400,774
8,181
369
22,913
Geographics
155,213
6,491
409
102,997
Forms
1,911
6
0
586
Totals
1,725,931
46,719
25,561
1,195,246
FAST as Linked Data: FAST is available as an experimental linked data
service under the Open Data Commons Attribution License at
http://id.worldcat.org/fast/ . This release of FAST provides FAST headings that
support both human and machine access. Most of the FAST records incorporate
links to corresponding LCSH authorities. In addition, many of the geographic
headings have links to the GeoNames geographic database
(http://www.geonames.org/) and we are working to add links to other databases
including the Virtual Internation Authority File (VIAF) and DBpedia, the structured
information created as part of the Wikipedia project. At this time, we have added
1,180,000 million links to VIAF and 128,000 links to DBPedia. The release of FAST a
linked data is the latest in a series of activities to make FAST more accessible.
Support for new applications and users: Since the initial release of FAST, various
organizations, both public and private, have expressed interest in using FAST either as part of
their cataloging process or other specialize indexing projects. While the FAST team has had
close contact with some of our users, we had not systematically review who is using FAST or
now it is being used. Since 2002 eighteen institutions in five countries (Australia , Canada, New
Zealand, the Netherlands, U.S.) have expressed interest in learning more about FAST and how it
could be implemented. In 2012, we undertook a study to examine how and why FAST was being
used, what benefits FAST provides, and what can be done to improve FAST. Interview requests
were sent to all parties that had previously contacted OCLC about FAST. The preliminary results
show that FAST is being used in a variety of different applications. FAST has generally was
adopted because it is easy/cheap/fast to apply and/or because of FAST’s perceived added value
as a means of achieving superior indexing and faceted displays in discovery systems.
Demonstrating the benefits of FAST: We continue to improve FAST
Converter, mapFAST, and searchFAST to demonstrate the benefits of a full
enumerated faceted subject heading schema. Both geographic and event headings
are now available with mapFAST. A paper, Using authorities to improve subject
searches, describing searchFAST was presented at IFLA Classification and Indexing
Satellite Meeting in Tallinn and the full text is available on the meeting Website. A
new project, assignFAST, was developed to improve productivity. assignFAST
utilitizes autocomplete technology to make it easier to identify and assign FAST
headings.
The FAST team continues to explore collaborative effects to apply and
enhance FAST. We are actively assisting several libraries with projects applying
FAST. We are also interested in working with the community to further enhance
FAST and continue exploring ways to allow the community to add and/or correct
information in FAST records
For additional details, visit the FAST site at
www.oclc.org/research/activities/fast/. Please address any questions or comments
to Ed O’Neill at oneill@oclc.org or Eric Childress at childree@oclc.org
SUNDAY – January 27
7:30-8:30
SHER – Metropolitan BR
OCLC breakfast: Worldshare
Notes
There is a new FAST app – need to check at the booth
8:30-11:00
SHER – Grand BR
ALA Council I
http://connect.ala.org/node/197798
Notes
Pew Report on Public Libraries just came out. http://libraries.pewinternet.org/2013/01/22/libraryservices/
CD 9 – follow up by the Executive Board on resolutions. From the resolution that “School Libraries and
Librarians are Critical to Educational Success” a School Libraries Taskforce was set up on the issue with
school libraries which will try to start a campaign to advertise the importance of school libraries. There
was a resolution on service to homeless and there will be further discussion at this meeting.
CD 30. Digital Content & Libraries Working Group – they have tried to give qualitative evaluation of ebook suppliers. There is a scorecard, Ebook Business Models: a Scorecard for Public Libraries,
http://www.districtdispatch.org/wp-content/uploads/2013/01/Ebook_Scorecard.pdf a library can use.
They are seeking input on the value or importance of the items on the score card. They developed an ebook media communications document, Ebook Media and Communications Toolkit,
http://www.ala.org/transforminglibraries/ebooktoolkit to use for advertising. There has been a focus on 6
major publishers but they are also looking at other vendors. It was noted that only 17% of journal article
are being properly preserved. We now should include efforts to preserve ebooks. McMillan may be
offering Minitaur titles to libraries but no information on pricing, etc. Penguin Harper Collins Random
House Hachette Simon & Schuster McMillan which may merge with Penguin.
CD 6. Resolutions Committee - guidelines for submitting resolutions has been updated. Changes in CD
6.2-3 adopted.
Video (available through Washington Dispatch) addresses need for broadband access. FCC is working
with entities such as ALA to encourage building of the broadband network. Libraries will need to work to
promote digital literacy.
Small Group Discussion Session on Rethinking ALA followup.
 Current strengths
 Opportunities today to be stronger
 What are your aspirations for ALA for the future
 Given the aspirations, what are the results you expect to see.
We discussed the latter 2 in small groups.
 ALA establish partnerships with more non-library outside groups, Dept of Education and stronger
support for school librarians
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More open-access
Developing membership - not only what you get but give to ALA
Advocacy – libraries empower communities to work with legislators
Membership more affordable
Promote literacy – need more pre-prepared materials
More need to work across divisions so conferences is when actions occur
Virtual outreach needs to be expanded
All graduates be matched with an engaged ALA member
Be more streamlined as an organization
More continuing education
Play a greater role in promoting literacy
Streamline access to documents, award processes, etc. to involve more members
ALA should have increased voice politically, yet balance that with professional librarian needs
Be financially secure and able to meet goals of the organization
Mentoring for those who can’t get to conferences
We need to be active advocates
A way to award an effort to grow membership, or promote the image of ALA, etc.
Recruit, recruit, recruit.
Do a better job of marketing the tools ALA has worked on creating
Campaign to win the hearts and minds of those outside our profession. Tell people know what
we do.
CD 31 - Resolution to change policy B.9.2.2. School Library Media Special (formerly ALA policy 52.2.2.)
Change: The master’s degree in library and information studies from a program accredited by the
American Library Association or a master’s degree with a specialty in school librarianship from and
ALA/AASL Nationally recognized program in an educational united accredited by the Council for
Accreditation of Educator Preparation is the appropriate first professional degree for school librarians.
Registration thus far:
5519 advance
978 onsite
Total 6497
3866 exhibitors
Total 10,363
11:00-11:30 SHER – Grand BR
Notes
ALA-APA
APA CD 5. APA is on a stable and programmatic track and is also on a stable financial track.
The Certified Public Library Administrator program is for post masters – it has 167 candidates. 2012
salary survey is available in print at the ALA store. Salaries for academic and public librarians are fairly
flat. There was a fund-raising event for APA. April 16 will be Library Workers Day – nominate a star
library staff member.
ALA-APA provides a national certification for library workers – public library administrator and library
staff. Revenue is positive by about $10,000. Income primarily comes from enrollment fees and
publications.
Still working on paying off the loan from ALA of $275,000 and now owe $195,000.
APA-APA 4.1 Budget update document.
1:00-4:00
WSCC – Room 606-607
RDA Update Forum
Notes
Beacher Wiggens, LC. RDA test committee has issued its final report. It is on the website for LC RDA
implementation. http://www.loc.gov/aba/pcc/rda/RDA%20Implementation.html LC is targeting Mar. 31
as the date to implement RDA. Major other national libraries are also switching. One of the final report
recommendations was to re-write for ease of reading. Chapters 6, 9-11 were done. The other major
recommendation was on moving away from MARC. LC contracted with Eric Miller to make proposed
model. There will be information at BIBFRAME.Org where we can play with it. Six organizations were
enlisted to test it before making it available to others, including Princeton, George Washington University,
OCLC, British Library, ?? They are reviewing the composition of the Committee on Principles and decided
to add a technical group to make sure entities and vocabularies are working in the RDA Toolkit. LC’s
training materials are on their Training Workshop and free to use. All new records will be in RDA but copy
cataloging will continue as is, i.e. make sure access points are right but nothing else is altered.
Troy Linker, RDA. The available version of AACR is in the toolkit. If you are in the LC Desktop, it will link
into the Toolkit. If you want to see links or not, you can change settings (Manage Profile) Mappings will
be updated with new data from JSC. You can create local workflows separate from those universally
shared. Under Teaching and Training are free videos. Aim is to have bi-monthly updates recorded in the
blog, plus an annual update. February release will be delayed. Need some of the JSC fast track items.
Improvements: will include national library policy statements, bookmarking function, user preference
options. The reworded chapters were released Dec. 2012; rest by mid-2013. A new print accumulation
will be reworded in mid-2013. A companion to RDA was in the plan and it will be Essential RD. Basic
instructions and core elements coded into the RDA will form the foundation.
John Attig, JSC. Consult the Outcomes of the JSC meeting. http://www.rdajsc.org/2012JSCmeetingoutcomes.html David Reser will be the LC rep to JSC. Proposals came from
EURIG, International Association of Music Libraries, Archives and Documentation Centers, ISBD, ISSN.
Proposals:
 Clarification of instructions on basis of description 2.1 and sources of information 2.2. This
included a preference for using a collective title – useful for music CDs; can use containers when
they are issued with the resource
 Added an option to supply an edition statement
 Reinstate the statement “consider all online resources to be published”
 Clarified instructions for dealing with multiple copyright dates – for videos preference for the
copyright for the film, not packaging, etc. which is different aspects of the resource vs.
copyrights that might be on the t.p. verso of a book – same aspect
 Clarification on use of “selections” when you have an incomplete collection. It will be a Work
element. It will come before language (expression level stuff) in the 240
 Added for musical works: lyrics for textual part, numeric designations, adaptations and
arrangements, and additions to access points
 Ch. 9. Persons. Added instructions for persons names in religious works, fictitious and legendary,
and real non-human non-entities
 When recording an affiliation or associated institution, use the preferred name of the body.
Conferences, use the preferred name for the location of the conference
 Clarification of the instructions for making additions to names of persons (9.19.1.2) – can use
both options but unlikely
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Merger of instructions for subordinate government and non-government bodies into a single set
of instructions; generally you still do what you did before but don’t have to decide which set
Changes to instructions of additions to place names: clarification of status of former Soviet Union
and Yugoslavia, simplified Great Britain to just England, Northern Ireland, Wales, etc.; addition of
instructions for “overseas territories”, and addition of an alternative that allow addition of names
of intermediate places as well as countries – particularly in China – NOTE it is an alternative.
Discussion papers:
Machine actionable data elements – separate quantities from controlled terms
RDA value vocabularies: Structure for definitions (like when you see lists like what is in 336-8);
RDA/ONIX framework, Open Metadata Registry
Relationship designators: element sets and value vocabularies
Rewording of RDA is nearly done.
Fast-track changes continue to be made; these are not recorded in the toolkit history but on JSC web
page; includes updates to glossary
RDA vocabularies in the Open Metadata Registry
http://www.rda-jsc.org/news.html
http://alcts.ala.org/ccdablog/
http://alcts.ala.org/ccdablog/?p=387
Phil Schreur, PCC.
SEE HANDOUT
BSR BIBCO Standard Record (BSR) metadata application profile. Does not include CONSER. It is in RDA
order. It is a baseline of elements that can be built on in a shared environment and does not preclude
inclusion of additional data
Provider-Neutral e-Resource Guidelines (P-N). P-N model requires that only information applicable to all
manifestations with the same content is recorded. Libraries may make local decision but in master
records in utilities, they must follow the guidelines.
Access point for expressions: RDA 6.0 describes functions for access points. Expression level authority
records reduce need to record information in manifestations. Charge was to decide when and how to
create authorized access points.
Hybrid record guidelines. They developed guidelines about adding RDA elements to non-RDA records
which would create hybrid records. They decided not to recatalog records, but adding RDA elements
would do no harm. They identified selected enhancements that can be added to create an acceptable
hybrid
Relationship designators. The report covered relationships between persons, families, and corporate
bodes and those between works, expressions, manifestations, and items.
Interim
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undifferentiated name authority guidelines.
PCC does not want to proliferate undifferentiated headings
No urgency to split apart existing headings
Retrospective project best done after we have some experience
Change paradigm from unique text strings to unique identifies; i.e. a preferred name could be
the same but $c or other fields would differentiate
The BIBCO bridge RDA training – these are free on the web site. CONSER RDA training is soon. NACO
RDA training – 60 webinars, 23 funnels have been trained.
PCC has task groups on: NACO series, NACO, Record Examples, E-serials module 31
RDA PCC Decision tables. Hundreds of changes have been made. 81 are planned for February. Mostly
these are included in the RDA Toolkit
After March 31 all NACO records must be RDA and any bib coded PCC will have to have RDA access
points.
Changes to the NACO file were made by adding 667 notes and some got 7Xx _4. In phase 2 if the 1xx
4xx 5xx tags that can be mechanically changed, will be revised. Work is to begin Mar. 4, 2013.
There is a new task group on the creation and function of name authorities in a non-MARC environment.
This is a future-thinking group.
Cynthia Whitacre, OCLC.
See: http://www.oclc.org/us/en/rda/new-policy.htm begins after Mar. 31. It is informed by comments
from users.
 RDA is not required
 OCLC is trying to balance it roles as a catalog and as a datastor
 Use forms of access points in NACO regardless of whether they are coded for RDA
 Please validate headings
 Don’t change RDA records to AACR
 You may upgrade AACR to RDA adjusting the entire record and do it with piece in hand
 You may add these fields to AACR: relator terms, spell out non-transcribed abbreviations, add
complete statements of responsibility, add 336-8
 OCLC retain gmd for 3 years if already in an AACR record – i.e. remove after March 31, 2016
 You may enter data in RDA master records following RDA capitalization instructions.
 OCLC plans to begin changing existing worldcat records to incorporate useful RDA practices after
mar 31: focus on English langue; excludes records following specialized rules, eg DACS;
 Anticipated changes: add 336-8, spelling out non-transcribed, convert Latin forms to English,
convert 502 to be subfielded
NACO records that get switched to RDA will get a 4xx with $w nnea so a machine can process them as a
change.
Fast-track changes may get a link from the toolkit to JSC web page
Is there any intercommunication between RDA folks and BIBFRAME folks? Beacher will take it under
consideration. Two early implementers are on the JSC.
OCLC will be making incremental changes and they will publish a description of how they made the
change.
Bib notification – possible with RDA changes? They are probably going to make a new product and you
can chose what records and what changes you want a new record for – for your holdings.
I talked with Karen Anderson of Backstage who said to look for the PCC Acceptable Headings
Implementation Task Force or find Gary Strawn’s page
http://files.library.northwestern.edu/public/pccahitg/ where all the docs are for how authorities will be
converted, both for me to learn and for Mike to do processing. She also said she would send me how to
change bibs to match the way authorities are changing. It is for Voyager, but a programmer might be
able to make it work.
1:00-4:00
Notes
WSCC – TCC – Rm 304
ACIG – on RDA authorities
Janis Young will give a general update on authorities from the Library of Congress.
Chamya Kincy (UCLA), Co-Chair, Program for Cooperative Cataloging, Standing Committee on Training, will give an update on the latest
RDA Authorities training efforts within the PCC. She will also discuss training and review as implemented at UCLA.
Kevin Randall (Northwestern) will be discussing his experiences as a CONSER cataloger in addition to training and review at Northwestern.
Mark Scharff (Washington University, St. Louis), NACO Music Project Funnel Coordinator, will discuss RDA best practices from the standpoint
of a NACO Funnel Project.
Notes, Sandy Roe, attendee
Janis Young (LC): RDA is starting to effect subjects and classification, too.
Beta test version of LC’s TomCat interface may be accessed at catalog2.loc.gov but it will not be mounted until all
of the issues are resolved by Ex Libris. Comments on the TomCat interface continue to be welcome.
FY2012
212,332 original records; 74,750 copy cataloging records; 40,133 minimal level records (not classified, no subject
terms, names aren’t authorized)
LC linked data service – classification schedules have been added: B, M, N, Z and K schedules are in process. These
can only be searched by caption (not by classification).
Bib Framework model – intended to serve only as a starting point for discussion
LC worked with a group of early experiments from Oct.-Dec. 2012. They investigated various types of materials and
data content models. Interesting experience, but nothing firm came out of the work with the early experimenters.
RDA … The rest of RDA will be reworded by summer 2013.
March 31, 2013 = implementation date for LC, NAL, and NLM.
March 31, 2013 is also PCC Day 1 for RDA Authority records
There is no PCC Day 1 for bibliographic records; people should implement as they are able.
Over 150 training instruments are freely available through the Cataloger’s Learning Workshop,
http://www.loc.gov/catworkshop/
Since ALA Annual 2012 there have been over 250 new, changed or deleted LC-PCC PSs; over 100 more are planned
for release in February 2013.
RDA revisions will be released in April 2013.
LCSH, LCC, and RDA
SHM and the Classification and Shelflisting Manual need to be revised in light of RDA – both superficial and
substantive revisions. All [at LC] are reading it separately, making lists of changes we notice are needed, then
coming together to see if our lists match. They will do the SHM first.
LC is planning a series of projects to update LCSH and LCC including revising the name headings printed in LCSH,
name headings used as subjects in bibliographic records, and classification captions (spelling of Koran, spelling out
of N.T. and O.T. for the Bible, etc.). They will have to change millions of headings in bibliographic records.
What about all the personal names you have listed in the Classification Schedules? They aren’t authoritative, nor
based on any rules, and so not a priority to update (literary authors, etc.) SACO participants: Please DON’T submit
proposals to change forms of names in subject headings. LC is working through these systematically.
072 Experiment
Subject specialists are adding 072 fields to selected categories of LCSH authority records. Added these to 209
records through Dec. 2012, and are chiefly family names, bodies of water, and plants and crops; other categories
are also eligible but we just don’t get that many proposals. They are considering revisions to select instruction
sheets. There are 2 measures of success for this experiment – can the field be added with confidence? Can
programmers use the 072 and 073 fields to create strings for the linked data environment? (We don’t know the
answer to this yet – please, if you are playing with this please contact Janis or her colleague – whether or not you
have been successful, they want to hear from you.)
Cartography Genre/Form Project
Changes for globes will occur in February 2013:
LCSH heading “Earth” will become “Earth (Planet)”
LCSH subdivision “—Globes” will be cancelled in favor of “—Maps”. The g/f term will be “Globes”
They were on last week’s “tentative list”
LCGFT term “lunar globes” will be cancelled
G/F Projects in Development:
Literature; general terms. Partner SAC’s subcommittee on G/F implementation
Music. Partner=Music library assoc
Religious materials: Partner – American Theological Library association.
Music medium of performance project (this is played on trumpet, soprano voice, etc.)
2 purposes: to retrieve music (now accomplished with LCSH) and to record the RDA element “medium of
performance”
Implementation can proceed independently of any cataloging code when these terms come out.
4 MARBI Proposals – why she’s taking off for MARBI momentarily.
Caroline Miller, Chair of ACIG and at UCLA.
Chamya Kincy (UCLA) Works on a team of internal reviewers for RDA Authority Control training, ”PCC Training
initiatives on authority records”
Projected to be finished in March (bridge training). Encouraging more NACO institutions to take the bridge training
– make the honor roll list public to encourage others.
130 NACO institution have completed RDA naco training and review. Some funnels as well but this is still a small
percentage of the whole.
UCLA’s timeline: Self-paced, RDA in NACO modules. (Aug-Sept 2012)
RDA NACO training webinars (Sept 2012)
External reviewer assigned (Oct. 10)
Institutional review (12-15 records per week)
… Declared independent, then internal review which is ongoing.
Preliminary Questions – recommendations 30 records – not enough because of their large staff. They submitted
10-15 records at a time. Could any be enhanced AACR2 records. Simply re-codings did not need to be submitted.
When to revise related records, etc.
2-stage review process (internal and external)
RDA NACO Training team (6 members, 1 admin and 5 reviewers)
Virtual review (used Google Docs); final determination during weekly in-person meetings.
374 “German authors” vs. “370 Germany” + 374 “Authors” (they preferred the latter)
Continued to use “t.p.” for title page in the authority record, since PCC is silent on this issue so far.
Most common problem areas – forgetting to justify information in 670 that you add in the new MARC fields.
Placement of 040 $e. Formulating place names in 370 field. $2. Date in $v.
(Chamya Kincy was this last speaker)
Kevin Randall, Principle Serials Cataloger at Northwestern University.
RDA and CONSER
Overview of the NACO training at Northwestern –
Northwestern is a PCC member in all 4 components (NACO, SACO, BIBCO, CONSER). 25 staff involved in NACO RDA
Training (25 staff + 5 core planners). Went with the LC Catalogers Learning Workshop. Began taking the RDA
training modules in Aug. 2012. Had people watch the videos and take quizzes (self-paced) but with target dates for
reaching specific modules. Also had weekly discussion meetings. Finished the modules by the end of September
and continued discussions throughout October. During the discussions people would bring real life examples from
their desk. Local NAR Policies = Follow stated LC/PCC policies, plus additional local core elements = place of birth,
place of death (if known) and fuller form of name (if known). Recommended cataloger judgment for all other
options/alternatives.
Made a table of elements in MARC order with all the RDA instruction elements for a handy reference.
Reviewers: initially 5 planners plus 2 more. The 7 took the two live webinars with LC staff in October. Each
cataloger submits at least 3 records and each record is reviewed by 2 people (one of 6 primary reviewers), 7 th
reviewer who forwards to NACO. Weekly meetings continued through December.
Library was made independent in mid-December. 6 local reviews continue reviewing records created by others –
even reviewers are under review; reviewers determine when individual catalogers become independent.
Independent catalogers may become reviewers. Weekly NAR meetings ended because now they are going into
the BIBCO bridge training for RDA. Northwestern is not yet creating any original RDA bibliographic records.
CONSER RDA Documentation – training documents are all available online. Some are on the RDA Toolkit; PCC web
site contains the most authoritative and up-to-date materials.
RDA requires unique authorized access point (AAP) for work/expression (AACR2 required uniform title). Now we
have to compare the AAP and make sure that it is unique against all resources (not just serials).
This will be an adjustment for serials catalogers but an even bigger adjustment for monograph catalogers.
Remember that it is impossible to determine the status of a heading without looking at the NAR, even if the
heading is controlled in OCLC WorldCat.
Mark Scharff / Secretary of ACIG, Music Catalogers, Washington University in St. Louis.
Defined funnel projects as -- a group of institutions with similar authorities markets (subject, language, geography,
format). They are collectively treated as one participant by PCC.
NACO Music Project – first paper workforms with headings submitted in 1988, and headings submitted online later
that year. It was the very first NACO funnel. First two members were Indiana University and the Eastman School of
Music. Cumulative to Sept. 2011 - 233,000 records were submitted by the Music Funnel Project! Until 5 years ago
they considered their scope to be all name headings, but composers and …. were removed a few years ago. Now
their scope is strictly name-title.
4:30-6:00
WSCC-TCC LL4-5
PCC Participants implementation 2012-12-16
The Program for Cooperative Cataloging invites all interested parties to its PCC Participants’ Meeting and Open
Program for an update on developments in RDA documentation, automation, and practices. Speakers will present
new guidelines for RDA bibliographic cataloging, and will explain the ongoing migration of the LC/NACO Authority
Database to RDA before and beyond PCC Day One for RDA Authorities, March 31, 2013. A period of question and
answer will follow.
Christopher Cronin (Director of Technical Services, University of Chicago Library)
 Combined BIBCO Standard Record for all material types
 Provider-Neutral E-resource Guidelines for Monographs, Serials, and Integrating Resources
Eugene Dickerson (Lead Librarian for Cataloging, Ralph J. Bunche Library, U.S. Dept. of State)
1. Hybrid Records: Implementing new rules in a diverse database
Gary Strawn (Authorities Librarian, Northwestern University)
2. Mechanical changes to the authority file
Joanna Dyla (Head, Metadata Development Unit, Stanford University)
3. Authority record creation on Day One: What Catalogers Need to Know
PCC RDA BIBCO Standard Record (BSR) Metadata Application Profile
Provider-Neutral E-Resource MARC Record Guide: P-N/RDA version
PCC Post-Implementation Hybrid Bibliographic Records Guidelines
PCC Day One for RDA Authority Records
Notes
Task group on textual monographs
 http://www.loc.gov/aba/pcc/scs/documents/FinalReport-RDA-BSR-TextualMonos.pdf
This IS a floor – please add to records
 After an initial review, they asked special communities to comment – e.g. music
 Jan. 2013 issued a final working draft of the RDA BSR for application by BIBCO libraries http://www.loc.gov/aba/pcc/scs/documents/PCC-RDA-BSR.pdf
 BSR is not a training document. You need to use RDA Toolkit and LC-PCC Policy Statements. It
also needs to be read with the Provider-Neutral guidelines and CONSER documentation. They
included PCC recommended elements. Chapter 6 doesn’t logically belong but are there as a
reminder that you need to do chapter 6 work. Fixed fields were separated out at the end.
PCC RDA post-implementation guidelines.
 This seems to come after the hybrid document
 This covers textual monographs and textual serials. Another report exists for integrating
resources. Specialty groups would be doing their own work (e.g. rare books). They did not
address authority work.
 The guideline is meant to be flexible so work can be done manually or by machine manipulation.
Just adding some RDA stuff doesn’t make it an RDA record (i.e. don’t code Desc and 040). You
have to redo the whole record.
Modifying LC/NACO records – phase 2.
http://files.library.northwestern.edu/public/pccahitg
 Planned 2 phases, but ended up with 1.5. Had to deal with 7XX fields the same as the 1XX from
RDA interim instructions
 Phase 2. This will start Mar. 4. They will change 30,000 per day. About 400,000 records will be
changed and re-issued.
 Spell out Dept.
 Manipulate dates in 1xx. Eg d.1880 becomes -1880 then can do 046 $g 1880
 Spell out or remove O.T. NT
 Koran
 Moving selections
 Replace violoncello with cello
 If person has $d in person – add 046
 They have figured out how to make a hierarchical superior entry from a 410 that listed all
subdivisions
 Then bib records are going to need fixing – e.g. remove $h gmd, generate 336-338, etc.
Joanna Dyla, Authority record creation on day one: what catalogers need to know.
 PCC bibs will be RDA bibs and be supported by RDA NARs or RDA-acceptable. All authority
records will be RDA. Until March 31 use whatever heading you find on existing NARs.
Undifferentiated personal NARs – RDA catalogers should not create new undifferentiated NARs
and do not add entities to existing NARs.
 If possible make new RDA NAR, remove the name from the AACR differentiated and any other
fields including 670.
 Conferences. On “main” conference, add 667 See also related access points for individual
instances of this conference which include specific information about the number, date, or place
of the individual conference. The individual conference also needs a NAR. See 11.13.1.8 If a
conference changes name, the 510 would be only on the former and latter – don’t do anything
with individual NARs.
8:30-10pm
SHER – Issaquah
We discussed 6 topics.
Council Forum I
MONDAY January 28
8:30-9:00
WSCC - Exibits
Bryan Arvison, Ex Libris
I didn’t get an invite to the reception which meant I missed the opportunity to really talk with users and
Ex Libris staff. He said he would put me on the list. I told him we (CFL) aren’t ready to make any
decisions about an ILS, realizing NDSU will be coming up on Alma. The complex layers of bibliographic
record collections and unclear authority management is not as clear as WMS. Both WMS and Alma have
similar acquisitions and e-resource management, but neither is ready for us. Many in the ODIN consortia
don’t need much beyond an OPAC, Circulation, and ILL whereas UND and NDSU need it all. Our process
to get Primo set up has had a number of problems and we had to decide not to come until a number of
issues are addressed.
9:00-9:30
WSCC-Exihibits
OCLC booth
Notes
I asked about assignFAST. http://www.oclc.org/research/activities/assignfast.htm They will try have
someone contact me but I will try to email Ed O’Neill. I need to know if it is accessing the full FAST
database and can be used or is it only a demo database. If it can be used, I will turn off controlled
vocabulary for FAST in CONTENTdm and save a bunch of time.
NOTE: I received an email from Eric Childress the file is nearly complete so I can go ahead and test.
I asked about WorldShare Management. The 2 gentlemen (one knows Wilbur) were eager to talk about
the developments being made by WMS. I asked in particular about “resource sharing”. It is an obvious
resource sharing and timesaver to not have to download and index bib records and process authorities,
except I don’t know about management of the local fields. I would welcome the opportunity to enhance
records that I would directly benefit from. I am aware of a shared vendor file with local contacts and
shared predictions for serials. Yes, you can claim serials (last summer Ex Libris said why would we want
to? – because we need to!) I asked about sharing orders from e-resources with other libraries, shared
invoicing, etc. They totally understood my questions and working to have that available soon.
10:00-12:15 SHER – Grand BR
ALA II
Notes
Treasurer’s report 13.1 ALA has achieved net assets of $345,458 by using rainy-day funds. They have
negotiated for less expensive staff benefits. There is a 1% base budget adjustment and another one-time
change to allow for salary adjustments but currently they are on hold. There is an assumption Annual
Conference will make money. This Midwinter may be at a positive revenue status as opposed to losses
the last 2 years.
By changing Midwinter to have more “conversations” (why not more on professional development? –
because the bylaws say Midwinter is a business meeting) i.e. programs and not just be a business
meeting they hope to attract more attendees. Most activity will be at the conference center and any
linked hotel for future conferences. AV, internet, transportation, etc approaches $500,000 at Annual and
a little less at Midwinter. Fiels will have Conference Planning Committee look at issue of “programming”
at Midwinter. He will post information about expected RDA program income for the next year.
Programmatic priorities for the budget for 2015: diversity, equitable access to information services,
education and lifelong learning, intellectual freedom, advocacy for libraries and the profession, literacy,
organizational excellence, transforming libraries. These sound very nice, like value statements but they
don’t seem to drive actions.
CD 17. Policy Monitoring. We approved a Policy Manual last ALA but a few things got left out. If the
corrections are approved it will be put on the ALA web page. It was also amended to include the School
Librarians statement from yesterday as B.9.2.2.
CD14. Dues increase. Proposal is to base increases on the CPI index. Anything proposal to raise dues
above that would require a vote of the membership. It was suggested at Council that a sunset clause be
added so we specifically review the process after 5 years (or maybe 3). Schottlaender (ALCTS) suggested
the type of index needs to be voted on by the membership. What happens if the CPI stays the same or
drops – we assume the dues would not drop but ALA won’t benefit from increase in income if the CPI
stays the same. Moved to Council III.
CD24. Council Orientation Committee. As a result of the self-assessment discussion, the committee has
developed 5 areas of focus: reorientation, orientation, communication, understanding of roles and
relationship building. A gathering was held and 50 participated. They thought it went well. They will next
focus on the structure of ALA, roles of the executive board, council procedures.
CD 27 Committee on Organization. Received a request for a sustainability round table. They have met the
requirements. Approved.
CD 22. Freedom to Read Foundation. http://www.ftrf.org/ redesigned and have a new newsletter. They
need more members – join.
12:30-1:30
SHER – Grand BR ALA
Notes – went to SAC
1:00-4:00
WEST – Elliott Bay
Notes
Exec Bd Candidates Forum
SAC with speaker
Abstract
The Library of Congress Subject Headings (LCSH) file has been available as linked data since 2009 from
the Library of Congress’s (LC) Linked Data Service, ID.LOC.GOV. The publication of LCSH as linked data
(and subsequent datasets, such as the LC/NACO Name file) has provided LC with invaluable experience
implementing and using linked data in a library environment. The knowledge gained from this activity is
especially beneficial in light of LC’s Bibliographic Framework Initiative, which strives to re-imagine the
bibliographic ecosystem with an eye to embracing Linked Data methods and practices. Moving toward a
Linked Data approach to managing library data results in a number of benefits, but such changes also
reveal a few significant issues that require, minimally, thoughtful solutions and some issues that,
maximally, potentially upend our thinking. For example, in the realm of Linked Data, where the a unique
identifier is a type of authoritative collocation point, LCSH, in particular, poses a number of problems
largely because pre-coordination enables an infinite system of subject headings. Although the benefits
of moving toward a more Linked Data approach to library data management will be enumerated, this
presentation will focus on the issues revealed by such a move. Given the audience, but also the
importance of LCSH to libraries, special attention will be paid to LCSH, though other well-known datasets
will also be discussed. In some cases, the challenges may be technologically addressable, but other
solutions point to policy amendments and changes to current practice and thinking. As LC is very
actively exploring a new Bibliographic Framework that embraces Linked Data principles and methods,
this is a particularly opportune moment to be exploring issues surrounding the representation of library
authority data as Linked Data.
Kevin Ford. Ford manages http://id.loc.gov and is shepherding the BIBFRAME and working with Zephira.
[see http://BIBFRAME.org ] Within the model, is an area called Authority Services which is necessary to
support the BIBFRAME model. They haven’t really started but know the work needs to be done. The idea
is that we convert the MARC to URI resources. Most the record can already be done. Maintenance takes
place in the URI resource and with the link you no longer have to update your bib records.
Title would have a BIBFRAME URI. There would be a link to the author authority record URI.
Four core classes: annotation, bibframe work (a resource reflecting the essence of the work), the
instance (a resource reflecting the embodiment of the resource), bibframe authority – key authority
resource that can point to other resources some of which could also be controlled. These are not
designed to replace current existing authority efforts but rather provide a common lightweight ….[more]
There is an abstraction layer between the framework and the actual URI resources. You need to deal
with $e which is not in the authority record and can’t be perfectly controlled (some could be in the
metadata registry but RDA allows you to create your own terms). The issue of migrating legacy data may
cause some problems but he doesn’t think it is impossible to figure it all out. Some of the problem is
where rules allow liberty.
Play title id = http:
Person = http://bibframe/authorities/person...
Relationship term – needs to be added from a resources outside bibframe
LCSH – issue is LC has 5 million unique entries yet there are only 400,000+ entities in id.loc.gov – precoordinated strings creates the problem.
LC believes in pre-coordination. They need to look at the issue.
We are working in environments where facets are being used for time, geographic, topic, genre, author,
etc. We could fix things or change LC practice. In LC 6 million use only $a but 10 million have another
subdivision, 2 subdivisions nearly 5 million, then it drops off.
Book id bibframe/work/acw ??
Topic id.loc.gov
Many of the subdivisions could also point at an authority record but you would have to keep them in
order. There is no guarantee of order in RDF. We will have to figure that out.
Book subject. Genre/form id= http://bibframe/genreForm/diaries
He seems to be suggesting a new authority would be needed for LCSH. MeSH and FAST don’t have freefloating though FAST may have pre-defined subdivisions.
Would a different approach to identify the strings in parts and then allow an ability to link to a class
number be a possibility?
What about the rest of us that have big collections where we might have more entries than LC?
Machine-generated subject authorities were created when 25 or more bibs were in LC’s catalog
072 & 073 for subject string creation – Janis asked if we could use them and 781 etc. that can be used to
create a heading. He was talking about creating a “record” for all possible or do we still try do “on-thefly” which is what had been talked about before. If you created them explicitly then we all get to share
the resource ID. Something needs to be in place to ensure that the new string is formed correctly.
If we create all these records with each part identified with an ID then a piece could change and then all
authority entities could be updated thence the bibs.
The neat part of the bibframe model is that resources can point to additional resources, VIAF, Wikipedia,
etc.
There needs to be a property added that identifies the source of the heading, e.g. Childrens or LCSH
when they look the same – hmmm When they are different there are different IDs.
<GenreForm ID = http://bibframe/genre/Form/diatries>
<label>Diaries</label>
<hasDLink id=http://id.loc.gov/authorities/subjects/sh983838”/>
4:00-5:30
Notes
SHER – Willow
Councilor Candidates Forum
Checkout the newly remodeled ALA Chapter Councilors page for resources before you arrive in Seattle!
Maryland Chapter Councilor Patricia Hofmann, phofmann@somd.lib.md.us, volunteered to facilitate the
Chapter Councilors Forum in Seattle, and Virginia Chapter Councilor Jessica Scalph, jscalph@pwcgov.org,
volunteered to assist. A number of topics were suggested each discussed for about 8 minutes.
8:30-10pm
SHER – Issaquah
Notes
Discussed dues and Whistleblower resolution
Council Forum II
TUESDAY—Jan 29
9:30-12:30
SHER – Grand BR
ALA Council III
Notes
Memorial tributes included Bill DeJohn and Joseph Branin.
Sarah Kelly Johns and Jim Neal were elected to the Executive Board.
CD 19. Intellectual Freedom Committee. Plans are to upgrade the newsletter so articles are peerreviewed, etc.
CD 20. Committee on Legislation. Resolution a) reaffirm the essential role of the First Sale Doctrine in
ensuring that the education, research and library communities continue to support the Constitutional
purpose of copyright law by promoting the advancement and sharing of knowledge, innovation, and
creativity where made. b) urge the U.S. Congress to pass legislation to remedy any judicial decision that
limits libraries ability to lend copies of foreign-made works under the First Sale Doctrine.
An academic library says donors are afraid to give their collections to the library when they include
foreign publications. Council voted to approve this – I abstained.
CD 18. International Relations Committee.
Resolution to support a treaty by the World Intellectual Property Organization (WIPO) to improve access
for people who are visually impaired. a) endorses Obama Admin statement that access to information is a
universal right, b) commends the US delegation WIPO for their recognition of libraries as critical providers
of accessible content, c) supports the call for a diplomatic conference to enact the WIPO international
instrument/Treaty on Limitations and Exceptions for Visually Impaired Persons/Persons with Print
Disabilities.
Resolution on UNESCO.
Congress said the US cannot support an international organization including Palestine. There is a waiver
that could be passed to allow membership in UNESCO. Resolved: urges Congress to approve the national
Interest waiver so the US can again pay dues, and become a fully functioning member of UNESCO.
CD 14.1 Dues increase. If approved it would go on the spring ballot. Resolved: Beginning in Sept. 2013
and continuing annually through Sept 2017, personal member dues will be reviewed by the ALA Executive
Board, which MAY approve a dues adjustment not to exceed the percentage change in the national
average consumer price index (CPI) for the previous calendar year, rounded to the nearest dollar. Any
increase beyond the above provision proposed by the Executive Board will require approval by a vote of
the Council and a mail vote of ALA personal members. This provision shall be formally evaluated by the
Executive Board and Council in 2016 with input from ALA personal members. Any subsequent dues
adjustment will require approval by a vote of the ALA Executive Board, Council and a mail vote of ALA
personal members.
ALA will try to get a Q&A or other information out in a few days.
CD 35. Divestment of Fossil Fuels (see the resolution for the long text). It was out of order and the
submitter failed to follow the Policy Manual. IMHO the notion that ALA has a research-based stance to
state: ALA goes on record publicly that human generation of CO2 is resulting in global change. Also
directing all our investments to divest from any company with holdings in the fossil fuel industry is
unreasonable without data company by company. It also is not in the best interest of North Dakota’s
economy.
CD 36. Resolution on whistleblowers. There are 2 resolves: a) commends the signing into law of the
Whistleblower Protection Enhancement Act of 2012” and the extension of similar whistleblower
protections in the 2013 national Defense Authorization Act, b) commends Bradley Manning, John Kiriakou
and other whistleblowers acting at great personal risk to ensure that the government can be held
accountable by the public. IMHO, the 2nd resolve directed at particular individuals and perhaps not really
whistleblowers, I could not support this resolution, especially when there is already a law and Bradley
Manning is in jail. They tried to remove parts of the resolution to get it passed, but then it is watered
down and nearly the same as policy ALA already has.
Registrants 6694
4037 exhibitors
Total 10731
Above Dallas and below San Diego
-=-=-=-=-
*Time: Saturday, January 26th from 3pm to 4pm
Place: Renaissance Seattle Hotel, Compass South room
The theme of the session is “Transforming MARC: Repurposing, Reusing and Reimagining Data from
MARC Records".
Our speakers will be Roy Tennant of OCLC Research, Diane Hillmann of Metadata Management
Associates, and Sally McCallum of the Library of Congress. Descriptions of their presentations follow:
Roy Tennant - OCLC Research
MARC and the Trouble With Online
Due to some basic ambiguities in MARC, it is presently very difficult to tell if a URL in an 856 field will
lead the user to the full item online, let alone whether it is openly available. This presentation will reveal
some work by OCLC Research to tackle this problem, and lead the way forward to an unambiguous
declaration regarding URLs, whether encoded in MARC or some other metadata scheme.
Diane I. Hillmann - Metadata Management Associates
A Lossless Method to Map MARC Data
Summary: Many of those who seek to map or crosswalk data from MARC to other schemas believe that
the elderly MARCXML is the only option. However, another option exists, in a more modern package:
http://marc21rdf.info. These 'level zero' elements allow MARC21 data to be represented without loss in
RDF; subsequently, semantic mappings can be used to interoperate the data with other linked data
based on Dublin Core, ISBD, RDA, etc. This resource is open to use by anyone, and will be available in the
mapping service being built by the Open Metadata Registry (http://metadataregistry.org). Diane
Hillmann, one of the principals in the consulting firm Metadata Management Associates, will describe
how the service will work, what its products will be, and respond to any feedback or ideas from the
audience.
Sally McCallum - Library of Congress
Bibliographic Format Initiative (BFI) - Data from MARC
The high level model for the BFI has been published and there are 7 Early Experimenters and probably
more institutions investigating how it might work. LC's NDMSO has been working on an experimental
pipeline for converting its MARC records into a new framework where they might sit better with RDA
data. McCallum will describe choices LC has made for transformation of data and show what they are
looking like from the BFI side.