Cataloging & Metadata Common Knowledge Group (CMCKG)
June 1, 2015
1:30-3:00
Present: Armanda Barone (UCB), Marcia Barrett (UCSC), Sharon Benamou (UCLA), Valerie
Bross (UCLA), Jim Dooley (UCM), Belinda Egan (UCSC), Vicki Grahame (UCI), Yi-Yen
Hayford (UCSC), Rachel Jaffe (UCSC), Michael Kim (UCSB), Beth Levrault (UCI, recorder),
Bea Mallek (UCSF), John Riemer (UCLA), Nina Schneider (UCLA), Aislinn Sotelo (UCSD),
Becky Culbertson, guest

Announcements (5 min.)
 In July, Jim Dooley will be taking over as chair of CMCKG.
 Prior to the meeting, John emailed the group an announcement for three ALCTS
Virtual Preconference webinars that are taking place this week from Tuesday,
June 2 to Thursday, June 4. Each is 90 minutes long and starts at 11 a.m. Pacific.
The session topics are:
o Metadata Services for Research Data Management (June 2)
o Assessing Metadata Staffing and Workflows (June 3)
o Techniques and Technologies for Developing Local Controlled
Vocabularies (June 4)
 OCLC has recently laid off 20+ people, as reported in the Columbus Dispatch.

Report/discussion on PCC CONSER & BIBCO Operations Committee meetings of May
7-8 (Sharon, Becky & Valerie, 45 min.)

Becky
o BIBCO has a new funnel for music resources, and the first corporate
member of the funnel is Proquest.
o After six years, Becky will be giving up her post as chair of the Standards
Committee. Chiat Naun Chew and Ed Jones are taking over for her as cochairs. Michelle Durocher from Harvard will be taking Naun’s place as a
PoCo representative. The new PoCo representative candidates for BIBCO
are Stephen Hearn, Matthew Beacom, Everett Allgood, and Diane Boehr
for CONSER.

Valerie
o OCLC Report (Cynthia Whitacre & Robert Bremer)
 The end date for creation of institution records in OCLC is June 2016.
 Duplicate records have become a strategic focus for OCLC because
there are complaints from many users about duplicate records,
especially for e-books. Some changes in OCLC’s duplicate detection
(DDR) processes to reflect this new focus happened in mid-May.
 Hybrid records: OCLC Quality Control is working through the OCLC
database, enhancing bibliographic records with RDA elements. By May
1, OCLC had completed enhancement up through #80,750,000.In all,
80 million records will ultimately be enhanced in this manner. In
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addition to this automated approach, QC is also enhancing records
whenever they have to go into a record to do something else.
o RDA Authorities Phase 3 Task Group (Ana Cristán): As part of Phase 3B
recoding, NACO will re-code large numbers of AACR2 authority records
as RDA (records with no change to the 1XX field). The Task Group is
experimenting with a process called “SLAM” to speed things up. This is a
method of “grabbing” records from the file, “washing” them, and then
slamming them back in the database. If the process works, it will be a
faster alternative to processing 30,000 records per day. However, some
down time will be involved, and all online save files need to be cleared
out. Stay tuned for dates.
o RDA Toolkit Release (Dave Reser): A new print version is in process. As
part of the production of the print version, an index will be created. The
PDF version of that index will be inserted into the RDA Toolkit.
o Appendix M and subject access: Paul Frank discussed Chapter 23 and the
newly-created Appendix M for subject relationships. The initial version of
Appendix M was developed by moving subject-related terms from
Appendix J. These terms are now available for use as relationship
designators in 7XX $i. However, note that for catalogers who use LCSH,
the subject analysis and application of LCSH (coded as 6XX headings)
will still be required.

Sharon:
o CEAL is requesting an exception to LC-PCC PC 1.8.2 which states to
transcribe numbers as they appear on the source since doing so causes
directional issues for some languages, such as Hebrew.
o The LC BIBFRAME pilot, a project to convert MARC data to
BIBFRAME, will be rolled out by ALA Annual. Applicable videos from
training sessions will be mounted online. The cataloging is taking place
during a two-week span. At this time, it is not known how copy cataloging
will work. As a result of the pilot, revisions to BIBFRAME may occur,
depending on what is found.
o The LD4L (Linked Data for Libraries) joint project from Cornell
University Library, Harvard Library Innovation Lab, and Stanford
University Libraries is halfway done with its two-year term. Ontology
teams have been formed; their focus is on modeling linked data.

Becky:
o The PCC Standing Committees have discussed what types of changes
libraries should be making in their records in preparation for the future.
Recommendations are for English-language records only. Some changes
include the addition of 3XX fields and the removal of GMDs, in that
order, the addition of copyright and phonograph symbols to 264_4, subfielding 502s, not abbreviating in 300, 504, etc. fields. Some
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documentation will be posted as well as an overarching practice
document.
o Series policy reports and associated policy statements will be added in the
next Toolkit release. The Standing Committee on Training (SCT) is about
to evaluate source documentation as basis for training documentation and
will be looking at what kinds of training materials will need to be
developed, including DCM Z1 instruction sheets, series training updates,
and relationship designators updates.

Sharon
o SACO: 024 field from GNIS will be added to LCSH records, but please
wait for an official announcement to implement. Literature terms were
supposed to be completed in March, but they are only half done, so the
terms completed to date will be approved. Any remainders will be
approved in September. SACO is also working on their demographic
terms list (LCDGT, or Library of Congress Demographic Group Term and
Code List). There are about 400 terms in this pilot, but it may not be
comprehensive yet. Implementation won’t take place until they get
feedback on their terms. The list won’t be distributed in MARC, but
instead will be mounted on a website in UTF-8.

Becky
o BIBCO meeting: The PCC RDA BIBCO Standard Record (BSR)
Metadata Application Profile was updated on April 14 and is mounted on
the PCC website.
o Creative Commons statements have recently been found in bibliographic
records in OCLC. UCSD put forward the idea about whether we want to
include these notes in our bib records, and if so, how and in which MARC
field. All reps thought it was a good idea to include it, and the 540 field is
a possibility. CC statements are important to indicate the resource has
some degree of open access. What info should be displayed, and how
would we do that? A quoted note from the piece, or a cataloger’s note? An
example of such a note is, “This bibliographic record is available under
the Creative Commons CC0 public domain dedication.”

Valerie: CONSER Meeting
o OAJ Cooperative Cataloging Program (Liping Song & Allison Feist):
Since 2010, CONSER members have been engaged in cooperative
cataloging for open access journals in the DOAJ package. Now, the
coordinators (Steve Shadle, Liping Song, and Allison Feist) have begun a
discussion of how to extend the program. One strategy would be to look at
other sources of open access journals (such as ISSN ROAD or federal
documents); another, to cooperatively catalog titles in licensed packages.
o ISSN Report (Regina Reynolds):
 40th anniversary of the ISSN.
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
Joint Steering Committee (JSC) approved two proposals from the ISSN
Center. The first involves title changes for languages that do not divide
text into words (RDA 2.3.2.13.1.2); this proposal was part of the most
recent RDA Toolkit update. The second involves change of issuance
from serial to integrating resource (or vice versa). The JSC approved in
principle ISSN’s proposal—to stop creating new descriptions. However,
how would catalogers implement this change? Watch for news.
o CONSER Cataloging Manual Module 32 (Stephen Early & Lisa
Furubotten): In the past, CCM 32 dealt with microform reproductions.
Now, it may be expanded to include Print on Demand (POD) serials.
Discussion of POD serials led to more questions; among them: What is a
“print-on-demand serial”?
o CONSER Linked Data-fest: “Keep Calm and Link On!”: Les Hawkins &
Hien Nguyen organized a workshop involving one hour of training and
one hour of lightning-discussions. Rhonda Super and Kevin Balster
provided the training; Erin Leach, Naomi Young, Shana McDanold, Tina
Shrader, and Adolfo Tarango led the discussions. Watch for news of task
groups and activities to come.

What’s happening on each campus with regard to interest in a new discovery layer (All,
15 min.)



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
UCSD is looking into a possible new discovery layer.
UCLA might do an exploration of Primo and has a list of other universities using
it, such as University of Washington, part of Orbis Cascade.
UCB has been looking at a variety of different systems and will email the group
sometime in the next week or two.
UCM is not looking into one since no ILS, dependent on MELVYL or WorldCat
Discovery; reasonably functional on that campus.
An exploration will soon begin on a possible common ILS for SRLF/NRLF;
currently UCLA & SRLF share an ILS, while UCB & NRLF share another.

Update on the early-2016 Open Refine workshop plans (Michael, 5 min.)
 4 institutions are participating: UCLA, UCI, CDL, and UCSB.
 UCSB will take care of the major expense up-front with a centrally-charged
account. After the workshop, UCSB will charge back accounts at the other three
participating entities. Sometime this week, UCSB will coordinate with the
campuses to determine timing of the workshop; possibilities are the week of Jan
25 or Feb. 4, 2016. UCSB might go first since they are coordinating centrally.

Any ALA meetings of interest that we want to point out to colleagues? (All, 10 min.)
 Jackie Dooley and a colleague of hers from OCLC are going to host a discussion
re: the removal of IRs from OCLC and other rare book cataloging issues. Nina
Schneider sent out information via email after the conference call.
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


Attending ALA: Armanda Barone, Marcia Barrett, Valerie Bross, Jim Dooley,
Vicki Grahame, Yi-Yen Hayford, Claudia Horning, Beth Levrault, Xiaoli Li, Bea
Mallek, John Riemer, Nina Schneider, Aislinn, Sotelo, Adolfo Tarango
Attending UC Linked Data Preconference (partial list): Jim, Bea, Nina, Valerie,
Aislinn, Beth
Agenda topic suggestions for next meeting (10 min.)
 ALA reports may be the primary topic for next meeting.
 There could be changes in the the CKGs if the UC Library Advisory Structure
changes. To whom will the CKGs report?
 BIBFLOW at UC Davis.
 Reminder: the next meeting will use a new ReadyTalk number.
Next meeting: July 6
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