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April 27-28, 2006 - BIBCO/CONSER Operations Committee MeetingJoint BIBCO/CONSER meeting Thursday April 27, 2006 Welcome and Introduction: Joint BICO and CONSER OpCo Meeting The joint meeting of the BIBCO and CONSER Operations Committees opened with a welcome from the Chair of the PCC, Mark R. Watson (University of Washington). On behalf of the PCC Policy Committee, Watson thanked the members of the CONSER and the BIBCO operations committees for their expertise and service on the operations committee and thanked their respective institutions for supporting that service. Watson also thanked the Library of Congress and the Cooperative Cataloging Team for hosting the meeting as well as the facilitators and note takers selected to conduct the five strategic decisions breakout sessions later in the morning. Watson then acknowledged the topic uppermost in most attendees minds: the recent Library of Congress decision to cease creating series authority records as part of Library of Congress Cataloging on May 1, 2006 [later changed to June 1, 2006]. Watson stated that despite this decision the survival of cooperative cataloging was not in jeopardy. Presentation: Sharing Metadata and Future Directions of PCC Cooperation (Sharon Tsai (LC); Robert Bremer (OCLC); Luiz Mendes (UCLA) Sharon Tsai (LC) opened this part of the joint meeting with a presentation
of copy cataloging at the Library of Congress, including the historical
background and the essential process of copy cataloging at LC; the different
types of copy cataloging at LC, encoding level 7 copy cataloging and
the pilot project for same; new proposals for copy cataloging; and the
use of resource records. Tsai’s presentation can be accessed at: http://www.loc.gov/catdir/pcc/bibco/Tsai_BIBCO_06.pdf. PCC Strategic Directions 2010: Introduction, Background, and Process In preparation for the breakout of the attendees into five groups for the purpose of discussing the five PCC strategic directions 2010 and possible actions to realize the goals, Watson explained that the five strategic directions had their genesis with the PCC Policy Committee (PoCo) at the November 2005 PoCo meeting. The present stage, seeking input from the PCC operations-level representatives on possible action items, is prelude to PoCo meeting in November 2006 where the five draft strategic directions 2010, the goals, and the action items will be discussed and finalized. PCC Strategic Directions 2010: Breakout Sessions and Action Item Reports The attendees of today’s meeting then broke into five groups: Strategic Direction 1: Be a Forward Thinking, Influential Leader in
the Global Metadata Community Strategic Direction 2: Redefine the Common Enterprise Strategic Direction 3: Build on and Expand Partnerships and Collaborations
in Support of the Common Enterprise Strategic Direction 4: Pursue Globalization Strategic Direction 5: Lead in the Education and Training of Catalogers [Consult http://www.loc.gov/catdir/pcc/draftstratdir.html for the complete Draft Strategic Directions for the Program for Cooperative Cataloging (PCC)] The five breakout groups spent approximately 30 minutes identifying
possible action items for their respective strategic directions. All
action items were recorded on flipcharts. Another 30 minutes were then
spent with each group’s facilitator reporting on the action items
so identified. Consult "Action Items" links above for the five
strategic directions and action items identified during the breakout
sessions.
Welcome and Introduction: BIBCO OpCo meeting Thursday, April 27, 2006 The meeting of the BIBCO Operations Committee meeting opened with a welcome from the BIBCO Coordinator, Carolyn Sturtevant (LC). (The CONSER Operations Committee meeting was held at the same time but separately.) On the behalf of BIBCO, Sturtevant thanked the operations committee attendees for their continued good work on the behalf of cooperative cataloging and then asked each person in attendance to identify him or herself by name and institution before proceeding to the afternoon’s agenda. CPSO Report on LCRI, DCM Revisions Ana Cristán (LC) reported that with respect to all cataloging policy and practices, the LC’s goal is to be consultative with the library community, although that is not always achievable. She then went on the explain the CPSO/CDS publication schedule: because LC’s documentation needs to be prepared ahead of the Cataloger’s Desktop (CDT) publication schedule, the print versions (e.g., the traditional print versions of the LCRIs) are often out of synch with the Web-based CDT. Cristán emphasized that cataloging decisions are not official (internally at the Library of Congress or externally in the larger library community), however, until those decisions are published. The complete presentation can be accessed at: http://www.loc.gov/catdir/pcc/bibco/Cristan_BIBCO_06.pdf Proposed Acquisitions and Bibliographic Access (ABA) Divisions Organization Anthony Franks (LC) spoke briefly on the proposed reorganization of LC’s acquisitions and bibliographic access areas, known as Acquisitions and Bibliographic Access (ABA) Divisions. Cooperative programs is tentatively slated to be assigned to the proposed division, Collaborative Programs & Standards Division. Cataloging and processing workflow will be aligned with acquisitions and the source of the material. Pre-implementation work will continue through the end of October 2006 and the actual implementation of the reorganization will continue through calendar 2007. Unicode Implementation/non-Roman Characters David Reser (LC) made a brief presentation on the impact of the expanded
use of non-Latin scripts on CONSER and BIBCO. For CONSER, Cyrillic, Greek,
and Hebrew scripts will be implemented in June 2006. For the Thai and
Tamil scripts, CONSER policy is needed. For BIBCO, since LC does not
distribute BIBCO records unless used by LC, it is permissible to add
non-Roman fields to BIBCO records, following the “Guidelines for
Multiple Character Sets” (core record standard) and instructions
specific to the utility. Reser's presentation is available from: http://www.loc.gov/catdir/pcc/bibco/Reser_BIBCO_06.pdf ECIP Cooperative Cataloging Project David Bucknum (LC) spoke to the group about the ECIP program and its work with PCC members and their university presses. Although the ECIP program at LC has been in existence for 10 years, it is a relative new program for PCC libraries. Under this program, a PCC-member institution may arrange to contribute ECIP cataloging based on books published by their respective university presses. Cornell and Northwestern university libraries were the first two PCC-member institutions to join the ECIP program. Cornell has contributed ca. 100 bibliographic records since May 2005, Northwestern ca. 25 records since August 2005. The National Agricultural Library (NAL), who joined this small group in order to contribute records for agricultural subjects, expects to contribute ca. 1000 titles a year. LC is currently in discussions with the University of Wisconsin—Madison who is interested in ECIP cataloging. In an aside, Bucknum said that 66 percent of all CIP cataloging at LC is now ECIP cataloging and that it is expected that the CIP Program will move entirely to ECIP cataloging sometime during 2007. PCC-member institutions who are interested in exploring the ECIP program and its work with university presses are encourage to contact John Celli, chief, CIP Division, at jcel@loc.gov. Robert Ellett (Joint Forces Staff College) whose doctoral dissertations explored the value of PCC records to the information community reported on a survey he conducted of library school educators on how library school students learn about the PCC. Of 56 responses received from instructors, 46 percent indicated that they specifically discussed the PCC in class, 54 percent did not. The more general concept of cooperative cataloging was discussed in class by 62 percent of the responding educators. Ellett’s recommendations for the PCC include: educating the educators about the PCC; rewriting cataloging textbooks to correct misinformation (e.g., the Intner/Weihs text); and de-emphasizing core records (perceived as lesser records) when the bulk of PCC records are full-level records. See http://www.loc.gov/catdir/pcc/bibco/Ellett_BIBCO_06.pdf for further information. Casalini libri Shelf-ready Pilot Project Angela Kinney (LC) reported on the Casalini libri shelf-ready pilot with LC. The pilot study is an extension of developments that have been unfolding in recent years at LC, where management has looked for ways to realize efficiencies in cataloging, in this case by training a vendor with whom LC has had a long-standing relationship to provide LC with a shelf-ready product, including authority work, binding, labeling, and security stripping. The sample records received from Casalini libri were reviewed by LC staff for quality in descriptive, subject, and LC classification. Casalini’s subject strings and full call numbers were accurate and no further training in subject cataloging and LC classification is needed. However, LC determined that descriptive training and full review of the entire product were necessary until LC could declare Casalini independent in cataloging. The full presentation is accessible at http://www.loc.gov/catdir/pcc/bibco/Kinney_BIBCO_06.pdf. John Mitchell (SACO Coordinator, LC) reported on current state of the SACO Program. According to Mitchell, when SACO became an official component program of the PCC in January 2004, the PCC secretariat expressed interest in determining if the membership requirement (1) would diminish the growth of the program and (2) would result in a decrease in the number of incoming subject proposals. Indeed neither concern has proved to be warranted. FY06 mid-year statistics indicate that subject heading contributions made through SACO are 57% higher than at the same time in FY05. Two new funnel projects have been created: the Judaica Subject Authority Funnel Project and the Northern New England Subject Authority Funnel Project. Currently in discussion are two additional funnel projects: one from the Council of Library Directors of Michigan State-Supported Universities (COLD) with the lead institution at Northern Michigan University, and the other, an Arabic subject funnel project based out of Princeton. New SACO institutional members in the first six months of FY06 include Concordia Theological Seminary, Curry College-Levin Library, Dayton Metro Library, Edmonton Public Library, Gumdrop Books from Bethany, Missouri, Hennepin County Library, Idaho State University, North Carolina School of the Arts-Semans Library, Project MUSE of Johns Hopkins University Press, Sterling and Francine Clark Art Institute, SUNY College of Agriculture and Technology at Cobleskill, the University of Alabama at Birmingham, the University of North Dakota-Chester Fritz Library, the University of Northern Iowa, Valdosta State University, and the Wyoming State Library. Representation of SACO-only institutions on the PCC Policy Committee (PoCo) is currently under review. PoCo is asking for comment regarding this issue. Background information and a discussion of the issues are available on the PCC Web site at: http://www.loc.gov/catdir/pcc/saco/SACO-OnlyRepresentation.html . The first SACO-At-Large Meeting held during ALA Mid-Winter in San Antonio. The meeting featured a presentation by SACO mentor, Sherman Clarke (NYU) on the issues faced by catalogers, particularly those in art/architecture or historical collections about headings for building names. Clarke outlined the decisions that need to be made or rules that need to be followed when submitting a new proposal and the dilemma about the file in which the heading should reside, i.e., the subject vs. the names file. Adam L. Schiff (University of Washington) provided a thorough update on the SACO Participants' Manual revision, including a detailed summary of the revision being made to the current edition of the manual. The revised manual will be published online and be made available in .pdf format. SACO mentors, who have undergone training and assist in the operations of the SACO program by reviewing records, serve as SACO contacts and public relations for the program. The U.S. has been divided into appropriate geographic regions to distribute the subject work that may emanate from training and mentoring new participants. Currently under development with CPSO is a new form for the contribution of LC classification numbers. It is projected that the form will be unveiled by the end of the summer; this will obviate having to fax a completed request or emailing a new classification suggestion to LC. Coop team members were engaged in several training initiatives during the past six months, including an introduction to SACO prepared by Gracie Gilliam (LC) which was presented to the Caribbean funnel in Trinidad and Tobago; an advanced training in LC Classification given by Paul Frank (LC) to Duke University; the Basic SACO Workshop conducted during the ALA Mid-Winter conference in San Antonio by both Frank and Mitchell; and the ALCTS/PCC “Basic Subject Cataloging Using LCSH” workshop given by Mitchell in Chicago on behalf of ALA, and given on three separate occasions in Hawaii in February and March 2006.
Series Authority Control and LC’s Decision to Cease Creating Series Authority Records as Part of Library of Congress Cataloging On Friday morning, Maureen Landry, acting PCC secretariat and chief of the Library of Congress Serial Record Division, provided background information on the decision-making process that led an LC policy advisory group to recommend that LC cease creating series authorities records as part of its bibliographic records, effective May 1, 2006. The determination was made based on the results of various scenarios presented by LC’s Cataloging Policy and Support Office; the results of an analysis of the number of series and bibliographic records created in fy05; and consideration of budgetary and staffing limitations. One finding of the analysis was that a substantial amount of cataloging time could be saved in the area of series control. The desire to implement a policy that would be “unambiguous and unexceptional” led to the decision to discontinue tracing all series at LC as part of its cataloging. Audience members asked about delaying the implementation in light of the need to revise the LC Rule Interpretations (LCRIs) and Descriptive Cataloging Manual guidelines (DCMs) and the utilities’ need for time to determine if a different workflow is necessary for handling LC records. Participants expressed concern about LC records overlaying PCC members’ records, especially when the copy cataloging workflow at LC will call for 440s and 490/830s to be changed to untraced 490s. Some wondered how this decision affects LC’s relationship with and participation in the PCC. As a result of the discussion, participants voted to make the following recommendations to the PCC Policy Committee: The BIBCO and CONSER operations committees recommend to the PCC Policy Committee: 1) That it [the PCC Policy Committee] officially communicate to the Library of Congress the concerns that have arisen on our email lists and in discussion at our meetings about LC’s new series policy; 2) That the PCC evaluate series practices in the following areas: 1. Simplify series authority creation and documentation to support it. Areas that should be covered include:a. Bib maintenance2. Assess importance of series authority control Robert Bremer and Cynthia Whitacre (OCLC) reported that the 100 millionth record will be added to WorldCat in the near future. Other news included the implementation of Bibliographic level “i” for integrating resources, additions to the MARC character set (degree sign, phonogram copyright mark, musical sharp, inverted question mark, etc.), the inclusion of both 13-digit and corresponding 10-digit International Standard Bibliographic Numbers (ISBNs) in the 020 field, and the addition of Thai and Tamil scripts for use with Connexion client 1.50. More details are available at http://www.loc.gov/catdir/pcc/bibco/OCLC_BIBCO_06.pdf. Ed Glazier (RLG) reported on the implementation of conflict checking of authorities in the RLIN21 environment. Reporting of conflicts to the Library of Congress is being resumed as a result. Conflict checking of LC/NACO authority files will occur daily as each new distribution file is loaded with weekly checks of the LC/SACO authority file. More information about Glazier’s remarks can be found at http://www.loc.gov/catdir/pcc/bibco/RLG_BIBCO_06.pdf. Standing Committee on Automation (SCA) Gary Charbonneau (chair, Indiana University) reported on the progress of the Monograph Aggregator Task Group, which is charged with developing a reference guide that lists required date elements for machine-derived and machine-generated monographic records. The committee has produced a draft of the vendor guide. SCA’s other task group, the Task Group on Normalization, has completed its charge to produce a draft report on all aspects of the normalization issue. The full report is accessible at http://www.loc.gov/catdir/pcc/archive/SCA2ndQ2006.pdf. Standing Committee on Standards (SCS) Paul Weiss (chair, UC, San Diego) announced that his group had completed its report on the draft of Part I of Resource Description and Access (RDA) and submitted it to the Committee on Cataloging: Description & Access (CC:DA) for review by the Joint Steering Committee (JSC). The complete report is available at http://www.loc.gov/catdir/pcc/scs/SCS2ndQ2006.pdf. Standing Committee on Training (SCT) Caroline Miller (chair, UCLA) noted that the Joint PCC/CCS Task Force to Develop Series Training had completed drafts of all modules for a training-the-trainer program that will be held in April 2007. The Task Group to Update the SACO Participants’ Manual Work was expected to complete its work by April 2006, but is slightly behind schedule. The online Introduction to SACO course is expected to be finished by July 2006. More details on Miller’s report can be found at http://www.loc.gov/catdir/pcc/archive/SCTQRApr06.pdf. Repeatable 260, coding guidelines (Les Hawkins, CONSER Coordinator) Practices surrounding the repeatability of $c drew many comments. It
was suggested that publication dates be given only in the first/earliest
publisher statement or that the date be given only in the first and the
last. The use of bracketing dates on issues other than the first or last
and use of angle brackets in some cases was questioned. Serials cataloging
practices for bracketing differ from multi-part monograph, rare serials,
and integrating resources cataloging; promoting one practice over another
will mean that one cataloging community’s practices will need to
change. Some wondered how ILS vendors will implement the changes and
whether RDA will have give guidance for providing clear user displays
for changes in publishing information. Integrating Resources discussions with BIBCO (Les Hawkins, CONSER Coordinator) Distribution of Integrating Resources: Status of implementing bibliographic level “i”: An LC implementation plan has been put into place for distribution of serials and integrating resources in one combined CDS distribution file. BIBCO and CONSER members contributing to OCLC will be able to cooperatively maintain records for integrating resources. The next steps towards this distribution plan will happen after OCLC implements the bibliographic level code “i” in June. Several implementation issues remain for making distribution possible, including consideration of authentication codes and the development of documentation. Provider neutral record for electronic integrating resources Members were asked to respond to the proposal made at last years CONSER operations meeting. At first, when this was sent to various lists in August 2005, there was not a high level of response, but recently there has been more and more interest expressed by several institutions in moving toward a provider neutral record for IRs. Action: Les will ask the PCC Steering committee to convene a group to find out what it would take to implement the change.
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