ALCTS CRS Committee on Holdings Information (Continuing Resources Section) Committee

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Event Holdings Information Forum

by ALAConnect Helpdesk (staff) on Fri, Jun 7, 2013 at 07:07 pm

“Leveraging Your Linked Data: How Promotion of Linked Data Initiatives Gives Small Projects Big Visibility”

“Leveraging Your Linked Data: How Promotion of Linked Data Initiatives Gives Small Projects Big Visibility”

We’ve seen how daring colleagues, armed with 30 minutes and a free tool, made big discoveries using even small Linked Data samples. How can these findings be communicated to the wider world—within the institution, the consortia, and beyond? What opportunities exist for Shared Print Repositories in surfacing the Linked Data efforts of their members? How might the discovery platforms play a role? What should we expect in terms of new standards in the display of Linked Data records? Please join us to discuss next steps in Linked Data.

Philip Schreur, Stanford University.
Philip Schreur is currently the Head of the Metadata Department at Stanford University. He earned a PhD from Stanford in Medieval music theory and an MLIS from the University of California, Berkeley. Philip is the Chair of the Program for Cooperative cataloging and has been deeply involved in the implementation of the new cataloging rules Resource, Description and Access (RDA) in the United States. With a mid-career move to HighWire Press, he developed an interest in the automated taxonomic analysis of digital texts. Currently, he is in charge of coordinating linked-data project development for the Stanford University Libraries (SUL). Initial areas of interest include the use of linked data as a mechanism for authority control in the digital library, the integration of linked data from disparate sources, and visualization environments.
Richard Wallis, OCLC
Richard Wallis, distinguished thought leader in Semantic Web and Linked Data technology, joined OCLC in 2012 as Technology Evangelist. Richard has been at the forefront of emerging Web and Semantic Web technologies in the wider information world for over 20 years. He is an active blogger, and was a regular podcaster in the "Talking with Talis" series. From 2008 to 2010, he hosted and chaired "Library 2.0 Gang," a monthly round-table podcast series that brought together thought leaders, movers and shakers, and executives from leading organizations in library technology. Richard most recently had been with Talis, a Linked Data and Semantic Web technology organization in the United Kingdom. He is based in Birmingham, United Kingdom.

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Event Linked Data for Holdings and Cataloging: Interactive Session

by ALAConnect Helpdesk (staff) on Tue, Feb 12, 2013 at 04:54 pm

Please join the ALCTS CRS Holdings Information Committee and the Continuing Resources Cataloging Committee at ALA Midwinter in Seattle:

Saturday, January 26th from 3:00-5:30 pm in the Washington State Convention Center. Room 611-614.

Linked Data for Holdings and Cataloging: The first step is the hardest!

Please join the ALCTS CRS Holdings Information Committee and the Continuing Resources Cataloging Committee at ALA Midwinter in Seattle:

Saturday, January 26th from 3:00-5:30 pm in the Washington State Convention Center. Room 611-614.

Linked Data for Holdings and Cataloging: The first step is the hardest!

Both Committees thank OCLC for sponsoring this session.

om pre-conferences to webinars, there is a lot of talk recently about Linked Data. However, so far only large resource-rich organizations seem to have projects underway. Is the utilization of Linked Data even possible—or relevant—for my library? How would I even get started? Join the Holdings and Cataloging Committees to learn more. In our first hour, Eric Miller of Zepheira will explain why the use of Linked Data is so exciting from a holdings perspective by sharing early findings of libraries experimenting with the Bibliographic Framework Initiative. Richard Wallis from OCLC will then discuss Linked Data from a cataloging perspective with the recent release of records for Linked Data. 

The second half of our forum, beginning at 4:30, will show real life examples put together using free tools by brave volunteers from libraries just like yours!  Violeta Ilik from Texas A&M used Viewshare to generate and customize unique, dynamic views of data about faculty members, their research areas, PhD granting institutions, and the authority records in the Virtual International Authority File (VIAF). Jeremy Myntti from University of Utah will show different ways that lots of existing metadata from digital collections can be exposed through the creation of unique user interfaces, including maps and faceting displays. Viewing data in different ways may reveal things about your data that you never knew. Eric Miller will be on hand to help interested attendees get started on their own projects. We know you are out there, come share your experiences with those eager to begin linking data!

 

Bios of participants:

 

Eric Miller is the President of Zepheira, Inc. which provides both technology and business solutions to effectively integrate, navigate and manage data across personal, group and enterprise boundaries. Most recently, Eric led the Semantic Web Initiative for the World Wide Web Consortium (W3C) at MIT. During his work at the W3C, Eric's responsibilities included the architectural and technical leadership in the design and evolution of the Semantic Web. Before joining the W3C, Eric was a Senior Research Scientist at OCLC Online Computer Library Center, Inc. in Dublin, Ohio and the co-founder and Associate Director of the Dublin Core Metadata Initiative, an open forum engaged in the development of interoperable online metadata standards that support a broad range of purposes and business models. Eric holds a Research Scientist position at MIT's Computer Science and Artificial Intelligence Laboratory where he is a Principal Investigator on the MIT SIMILE project focused on developing robust, open source tools based on Semantic Web technologies that improve access, management and reuse among digital resources.

 

Richard Wallis, distinguished thought leader in Semantic Web and Linked Data technology, joined OCLC in 2012 as Technology Evangelist. Richard has been at the forefront of emerging Web and Semantic Web technologies in the wider information world for over 20 years. He is an active blogger, and was a regular podcaster in the "Talking with Talis" series. From 2008 to 2010, he hosted and chaired "Library 2.0 Gang," a monthly round-table podcast series that brought together thought leaders, movers and shakers, and executives from leading organizations in library technology. Richard most recently had been with Talis, a Linked Data and Semantic Web technology organization in the United Kingdom. He is based in Birmingham, United Kingdom.

 

 

Violeta Ilik is a Continuing Resources Cataloging Librarian at Texas A&M University Library, responsible for performing original and complex copy cataloging, as well as the enhancement of records for continuing resources and monographs in all formats according to established national guidelines, standards and local procedures. She participates in formulating and implementing new cataloging procedures and guidelines,  and provides training and consultation to staff on serials and holdings management. She also collaborates with and serves as a resource for faculty and staff in the Libraries on special projects involving non-MARC metadata and crosswalks.

 

Jeremy Myntti has been the Head of Cataloging and Metadata Services at the University of Utah’s J. Willard Marriott Library since March 2012. He is responsible for optimizing metadata creation for the library’s physical and digital collections as well as identifying innovative solutions for cataloging and metadata projects. Prior to this position, he spent nine years working for Backstage Library Works (a library technical services vendor) where he managed a wide variety of projects, including cataloging, authority control, digitization, and programming projects. Jeremy holds degrees from the University of Alabama (MLIS) and Utah Valley University (BS in Music and BS in Integrated Studies).

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Event All Committee Meeting and Executive Committee Meeting (ALCTS CRS)

by ALAConnect Helpdesk (staff) on Wed, Jan 9, 2013 at 12:15 pm

All committee meeting and executive committee meeting for Continuing Resources Section

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Event Holdings Information Forum: Quality Standards in Batch Records and Adventures in Cooperative Cataloging: Many Hands Make Light Work

by ALAConnect Helpdesk (staff) on Thu, Jun 14, 2012 at 01:07 am

Timezone:
US/Pacific (-7)

In the information rich, content heavy world of today’s cataloging, you might end up with too much of a good thing—or in the case of batch records, what you end up with might not be good enough. Come learn about the valuable experience that large scale digitization projects such as HathiTrust have in collecting record information for content ingest and in creating tools to help institutions get records. Also, hear an update on the HathiTrust Print Holdings Database Project.

Timezone:
US/Pacific (-7)

In the information rich, content heavy world of today’s cataloging, you might end up with too much of a good thing—or in the case of batch records, what you end up with might not be good enough. Come learn about the valuable experience that large scale digitization projects such as HathiTrust have in collecting record information for content ingest and in creating tools to help institutions get records. Also, hear an update on the HathiTrust Print Holdings Database Project.

Cooperative cataloging allows for shared work to benefit from a variety of experienced participants. The CONSER Open Access Journal Project cooperatively targets the Directory of Open Access Journals (DOAJ) to assure that CONSER records are available for all journals in the collection. It is designed to provide on-going coverage of new titles added to DOAJ. CONSER records are used by electronic resource management and access systems to track e-journal collections such as DOAJ and other e-journal collections. Come hear more about the project and plans for future projects. Finally, some libraries have decided that they no longer want to load individual MARC records at all. Learn what other options might be possible in the form of publisher reported holdings via OCLC Worldcat. Working together, we can accomplish more.

Speakers:

Jonathan E. Rothman, Head, Library Systems Office, University of Michigan University Library
Jon Rothman is the Head of the Library Systems Office at the University of Michigan, where he has been managing the collection and use of bibliographic and holdings–related metadata for the HathiTrust. He has been working with batch-processing of library metadata for over 30 years.

Les Hawkins, CONSER Coordinator, Library of Congress
Les Hawkins has worked at the Library of Congress in several positions since 1982 and has been coordinator of the CONSER program since 2003. CONSER is the Cooperative Serials Program of the PCC, an authoritative source for bibliographic records, documentation, and training materials for serials cataloging. As CONSER Coordinator Les provides support to CONSER members in developing cooperative cataloging projects, training material and documentation.

Theodore Fons, Executive Director, WorldCat Global Metadata Network, OCLC
Ted directs three different components of OCLC's metadata services: The Batch Services group coordinates the loading and ongoing synchronization of thousands of library catalogs with WorldCat. Ted brings more than a decade of experience in the integrated library system industry to his role as Director of the WorldCat Global Metadata Network.

Did you attend this forum? Take our post-conference survey at: http://www.surveymonkey.com/s/alctsevents2012

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Event Discovering and Cataloging Repositories and Unique Collections: An Update on Standards, Preservation, and Usage

by ALAConnect Helpdesk (staff) on Fri, Jan 27, 2012 at 12:28 pm

As more resources are indexed online and as more researchers begin their quest in a digital environment, unique local collections and institutional repositories play an ever more important role. The development of standards for these materials and ensuring their long-term preservation is crucial. Please join the Standards Committee and the Holdings Committee to learn more about RDA for Non-MARC testers. Discover how the PIRUS2 project (Publisher and Institutional Repository Usage Statistics) is enabling the recording and reporting of articles hosted by aggregators or in repositories.

As more resources are indexed online and as more researchers begin their quest in a digital environment, unique local collections and institutional repositories play an ever more important role. The development of standards for these materials and ensuring their long-term preservation is crucial. Please join the Standards Committee and the Holdings Committee to learn more about RDA for Non-MARC testers. Discover how the PIRUS2 project (Publisher and Institutional Repository Usage Statistics) is enabling the recording and reporting of articles hosted by aggregators or in repositories. Learn how preservation standards can ensure the long-term protection of digital collections.

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Discussion ALA Annual Holdings Update Forum, Universal and repurposed holdings information -- Emerging initiatives and projects, Time: Saturday, June 25, 2011 4:00-5:30 pm Location: MCC (Morial Convention Center) – Room 355

by Heather Staines on Mon, Jul 11, 2011 at 01:21 pm

Universal and repurposed holdings information -- Emerging initiatives and projects

Universal and repurposed holdings information -- Emerging initiatives and projects

What volumes or issues of a journal have been published?  Are they indexed with abstract?  Who holds that journal, and what volumes or issues are held? Has anyone preserved it? Publishers, A & I services, libraries, and researchers often find their work interrupted—perhaps even stopped—by the lack of holdings information around a title. Whether the question concerns retrospective print content, born digital, or digitized content, the answer to these questions is not easily found. The forum will explore the current demand for universal publication history as well as new initiatives seeking to collect holdings information and preservation details.

 Panelists:

1.     Universal journal  issue database & Ulrich Web edition

  • David Lawrence (Editor, SafetyLit database) [presentation delivered by Julie Su, Committee Chair]
  • Yvette Diven (SerialsSolutions) 

2.      PEPRS

  • Peter Burnhill (EDINA, University of Edinburgh, UK) [presented on his behalf by Regina Reynolds (ISSN Network & Library of Congress)]

3.      OCLC Print Archives Metadata Standard and CRL Print Archives Preservation Registry (PAPR)

  • Lizanne Payne 
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Discussion 2011 Midwinter ALCTS CRS Holdings Forum: Holdings information in Electronic Content

by Julie Su on Wed, Feb 23, 2011 at 09:06 pm

 

2011 ALA Midwinter ALCTS CRS Holdings Forum

Time: Saturday, January 8, 2011, 4:00 pm-5:30 pm

Place: SDCC-Room 30C

Forum Title:Holdings information in Electronic Content
Access

Description:

 

2011 ALA Midwinter ALCTS CRS Holdings Forum

Time: Saturday, January 8, 2011, 4:00 pm-5:30 pm

Place: SDCC-Room 30C

Forum Title:Holdings information in Electronic Content
Access

Description:

Ensuring that users can access digital content remains a key mission for
librarians and content providers. If everything works properly, a patron
should be able to click on a link and almost magically be connected to the
content that they need. What’s behind the click? Whether this simple action
builds upon data quality in a knowledgebase, the link structure behind
OpenURL, or DOI-linking functionality from citations, many people and
services are responsible for this magic. Come learn about KBART
(Knowledgebases and Related Tools) and IOTA (Improving OpenURLs Through
Analytics) and discover how CrossRef simplifies access across the internet
through DOI-linking.

Speakers:

Christine Stohn -- KBART

Oliver Pesh -- IOTA

Carol Ann Meyer -- CrossRef

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Discussion 2010 ALA Annual Forum: Next Generation OPACs: Making the Most of Local Holdings Data

by Julie Su on Sun, Jul 25, 2010 at 10:00 pm

Time: June 26 (Saturday) 4-5:30 p.m.

Location: JW Marriott Hotel – Grand BR IV,  Washington, D.C.

Time: June 26 (Saturday) 4-5:30 p.m.

Location: JW Marriott Hotel – Grand BR IV,  Washington, D.C.

The forum presents new programs and discovery tools designed to make local holdings easily accessible and understandable on the next generation OPAC platform. Learn about OCLC’s new WorldCat Local with choices of content solutions within local library, shared catalog, consortia, and more.  Discover next generation OPAC such as Primo and Primo-Central and their mechanisms that guide users to items of interest and bring "discovery" closer to "delivery".  Come explore Google’s OPAC's efforts making local holdings visible on Google Scholar’s platform. All global content is local for someone!

Speakers: 

Matt Goldner (OCLC): Holdings in WorldCat Local

Jørgen Madsen (ExLibris): Make the most of your holdings with Primo

abhishek Jain (Google Inc.): Google Scholar & Libraries

 

 

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Discussion LIBRARY HOLDINGS RESOURCES

by Steven Knowlton on Thu, May 20, 2010 at 01:45 pm

 

LIBRARY HOLDINGS RESOURCES

The Committee on Holdings Information recommends the following sources for information about recording holdings information.

WEBSITES

ARTICLES

 

LIBRARY HOLDINGS RESOURCES

The Committee on Holdings Information recommends the following sources for information about recording holdings information.

WEBSITES

ARTICLES

WEBSITES

 DATA STANDARDS

MARC 21 Format for Holdings Data

"The MARC 21 Format for Holdings Data defines the codes and conventions (tags, indicators, subfield codes, and coded values) that identify the data elements in MARC holdings reports for serial and non-serial items."  Serials holdings can be recorded using MARC 21.   The link goes to complete description of fields and formatting of data required to create MARC records that include serials holdings data.

NISO Z39.71 Standard: Holdings Statements for Bibliographic Items (2006)

For libraries that communicate holdings information via client-server protocol, a standard format for holdings information is necessary to insure that information is communicated completely and accurately.   The Z39.71 standard establishes “display requirements for holdings statements for bibliographic items to promote consistency in the communication and exchange of holdings information."   The link goes to a homepage from which a PDF file of the Z39.71 standard can be accessed.

OCLC Local Holdings Maintenance at a Glance

OCLC members can create and maintain Local Holdings Records in the bibliographic database WorldCat.  OCLC local holdings "enable you to share your library's detailed holdings information with your library users, staff, and other libraries to support resource sharing activities." This link goes to OCLC's guide to creating and maintaining Local Holdings Records for use in WorldCat and the OCLC batch processing service.

Local Holdings Offline Product Quick Reference

This document explains how to order the Local Holdings Offline Product, download it and import it into Excel.  It is particularly helpful for libraries wishing to export their local journal holdings data to support ILL or document delivery services.

ONIX for Serials SOH: Serials Online Holdings
Online Information Exchange (ONIX) for Serials SOH: Serials Online Holdings is a format "designed to convey information about online serial resources from suppliers – such as hosting services, publication access management services, agents or publishers – to end customers in subscribing libraries.  Information in SOH exchanges can be used to advise librarians and their user communities on which resources are available, in which formats and from which sources."  The link goes to the home page of ONIX, which contains user guides, code lists, and glossaries to enable libraries to implement the holdings information in their integrated library systems.

DOCLINE® System

DOCLINE® is "the National Library of Medicine's automated interlibrary loan (ILL) request routing and referral system."  Libraries that participate in DOCLINE must report their serials holdings in a unique format for access by other participating libraries.   The link goes to an overview of the DOCLINE serials holdings format with additional information about adding or deleting holdings and generating holdings reports.

RESEARCH PROGRAMS

Publication Pattern Initiative

Aiming to develop a shared pattern database to facilitate predictive checkin in ILS implementation or migration, CONSER, the Cooperative Online Serials program began the publication pattern initiative in 1999.  The Project first “seeded” shared catalog records with pattern and holdings data from several large libraries and continued with additional and updated patterns and holdings by CONSER participants using the 891 field in OCLC CONSER records.  The CONSER publication pattern initiative home page contains documentation, guidelines, project experiments and reports developed by the Pattern Initiative and its Task Force.  The link goes to the CONSER page explaining the Publication Pattern Initiative.

Knowledge Base and Related Tools (KBART) Working Group

The KBART Working Group is a joint effort of the National Information Standards Organization and the UK Serials Group that is working to "[d]evelop and publish guidelines for best practice to effect smoother interaction between members of the knowledge base supply chain."   The link goes to the homepage of the KBART Working Group, where an overview of the group’s goals, its preliminary reports, and working documents can be accessed.

 

TRAINING

 SCCTP Serials Holdings Workshop

As one of the SCCTP workshops, "The Serials Cataloging Cooperative Training Program is a cooperative program that provides standardized training materials and trained trainers in the field of serials cataloging, through workshops sponsored by library associations, networks, and institutions."  The link goes to the SCCTP home page, with information about enrolling in the training program.  Training materials are free for download from the CONSER site.

NASIGuide: Serials Holdings

The North American Serials Interest Group presents a practical guide to implementing MARC21 Format for Holdings Data.  The link goes to the homepage, from which overviews, explanations of MARC fields, and examples can be accessed.

NASIGuide: MARC Coding for Serials

NASIG presents a practical guide to creating and interpreting MARC records for serials.  The link goes directly to this online guide.

 

OTHER RESOURCES

United States Newspaper Program

The United States Newspaper Program is a project of the National Endowment for the Humanities that provides funding for one library in each state to microfilm historical newspapers.   The Library of Congress coordinates holdings information about newspapers held by participating libraries as part of this historical preservation project.  The link goes to a searchable database of holdings information for newspapers preserved by participating libraries.

ARTICLES

DATA STANDARDS

MARC 21 Format for Holdings Data

Kathryn D. Ellis, “Understanding the MARC format for holdings data (MFHD),” The Serials Librarian 40, no. 1/2 (2001), 7-18.

Shelley Neville, “Implementing and appreciating the MARC holdings format,” The Serials Librarian 40, no. 3/4 (2001), 343-8.

Diane Hillmann, Ruth Hass and Rachel Hollis, “Implementing MARC 21 for Holdings,” The Serials Librarian 44, no. 1/2 (2003), 5-9.

Paul Moeller and Wen-ying Lu, ”MARC 21 Format for Serials Holdings: A Survey on the Acceptance and Use of Standards,” Serials Review 31, no. 2 (June 2005), 90-102.

Kay Johnson, Column Editor, with contributions from Yumin Jiang, Richard P. Hulser, and Frieda Rosenberg, “Electronic Journal Holdings Data Usage: Result of a Survey,” Serials Review 29, no. 4 (Winter 2003), 295-301.

Shirley Lincicum, “An Introduction to Holdings Standards,” Computers in Libraries 24, no. 2 (February 2004), 10-12, 14, 16.

Frieda Rosenberg, “Do Holdings Have a Future?” (presented at NASIG Annual Conference, June 28, 1998).  Available at http://www.lib.unc.edu/cat/mfh/mfhfuture.html

 

Z39.71

Kevin M. Randall, “Formatting holdings statements according to the NISO standard Z39.71-1999,” The Serials Librarian 40, no. 3/4 (2001), 261-6.

 

ONIX for Serials

Bob Persing, “Using the ONIX standard to manage serials,” The Serials Librarian 42, no. 3/4 (2002), 235-40.

Priscilla Caplan, “Stretching ONIX for Serials: The Joint Working Party on the Exchange of Serials Subscription Information,” Against the Grain 15, no. 6 (Dec. 2003/Jan. 2004), 88-9.

Mark H. Needleman, “ONIX for Serials--The NISO/EDItEUR Joint Working Party,” Serials Review 31, no. 4 (December 2005), 324-5.

“Serials Solutions in ONIX Study,” Library Journal 131, no. 2 (February 1 2006), 28.

Linda Miller and Katharina Klemperer, “What Is ONIX for Serials? What Potential Does It Have for the Serials Workflow?” Serials Review 32, no. 1 (March 2006), 40-1.

Ho-Chin Chen and Hsiao-Hui Chang, “A Study on ONIX for Serials,” Journal of Educational Media & Library Sciences 45, no. 3 (Spring 2008), 285-302.

 

RESEARCH

Kay Johnson, “Electronic Journal Holdings Data Usage: Results of a Survey,” Serials Review 29, no. 4 (2003), 295-301.

Xiaotian Chen, “Assessment of full-text sources used by serials management systems, OpenURL link resolvers, and imported e-journal MARC records,” Online Information Review 28, no. 6 (2004), 428-34.

Peter McCracken and Michael A. Arthur, “KBART: Best Practices in Knowledgebase Data Transfer,” The Serials Librarian 56, no. 1-4 (January/June 2009), 230-5.

 

HOLDINGS INFORMATION PROJECTS IN LIBRARIES

Donnice Cochenour, “Michigan State University's serials journey: a merry little spartan tale of MARC holdings,” The Serials Librarian 42, no. 3/4 (2002), 255-60.

Allen Ashman, “Serials Holdings Retention in Louisville Libraries, 1943-2002,” Kentucky Libraries 66, no. 4 (Fall 2002), 4-8. 

Elizabeth C. Henry, “Journal holdings lists on Web sites: designs that non-specialized staff can build and maintain,” The Serials Librarian 42, no. 3/4 (2002), 165-9.

William Anderson, “The Library of Congress Serial Holdings Conversion Project,” The Serials Librarian  49, no. 1/2 (2005), 211-40.

David Banush, Martin Kurth, and Jean Pajerek, “Rehabilitating Killer Serials: An Automated Strategy for Maintaining E-journal Metadata,” Library Resources & Technical Services 49, no. 3 (July 2005), 190-203.

Kalyani Parthasarathy, “Serials Holdings Conversion Project at the University of New Orleans' Earl K. Long Library: an Outsourcing Experience,” Louisiana Libraries 69, no. 1 (Summer 2006), 12-15.

Steven C. Shadle, Sion Romaine, Frieda Rosenberg, Ted Schwitzner, Naomi Young, and Patricia Howe, “MARC Holdings Conversion: Now That We're Here, What Do We Do?,” The Serials Librarian 56, no. 1-4 (January/June 2009), 168-80.

 

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 To address and study matters related to holdings information for all formats, with special attention to standards, use, and functionality in the exchange and use of holdings information in and among systems.  The committee's interests include the application of holdings information wherever it appears, including in local catalogs, group catalogs, and union catalogs.  The committee will collaborate with ALA committees with related interests.

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