Catalog Management Interest Group (ALCTS CCS - Cataloging & Classification Section) Community
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ALCTS CaMMS Catalog Management Interest Group
Date: Saturday, June 29, 2013
Time: 1:00 PM – 2:30 PM
Location: McCormick Place Convention Center - Room N229
There will be 3 speakers:
“Preprocessing Materials for a Remote Storage Facility” presented by Brian Dobreski, Catalog Librarian, Syracuse University
The Syracuse University Libraries Cataloging Department has been actively involved in preparing a variety of materials for the recently opened Syracuse University Library Facility (SULF), a high-density, near-campus storage facility that will house approximately 1.2 million volumes. Transfer of these materials from the general collections allows for future collection growth and reconsideration of the use of library space on campus, but their removal from physical browsing areas, as well as the request and retrieval procedures employed at SULF, necessitates acceptable representation in the library catalog. In response, catalogers have been dispatched to a number of locations on campus to preprocess library materials designated for storage, a task which involves review and correction of all associated records in the library's catalog. Their preparation of materials for ingest at SULF has brought to light a number of problems in the catalog, and required a variety of catalog maintenance workflows and quality controls in response. Common problems encountered during preprocessing activities have included pockets of incomplete retrospective conversion, the discovery of missing and previously withdrawn items, complicated bound-with and filmed-with situations, multi-format records, incorrect item locations, and other mistakes and omissions in the catalog. Such problems were overcome by establishing minimal guidelines for discoverability, devising specific workflows for the preparation of different portions of the collection, utilizing reports for quality control of all materials headed to storage, maintaining a high level of communication with SULF staff, and other strategies. Work thus far has resulted in the correction of a number of problems in the catalog, assured a high level of access for materials in storage, and helped further establish the importance of cataloging staff at Syracuse University.
"Batch editing: software and regular expressions” presented by Julene Jones, Head, Database Integrity, William T. Young Library
The University of Kentucky Libraries have undertaken multiple bibliographic integrity projects recently, including those resulting from an OCLC reclamation project, to discovered errors in loader tables, updating authorized headings in bibliographic records and adding or editing standard notes. This presentation will discuss our workflows, including the usage of regular expressions, MarcEdit and Voyager's Global Data Change.
“Automating Name Authority Record Updates and Bibliographic File Maintenance: a Proof of Concept” presented by Lucas (Wing Kau) Mak, Metadata and Catalog Librarian, Michigan State University Libraries
Batch reissuance of LC Name Authority File (LCNAF) and manual upgrading/recoding of pre-RDA name authority records (NARs) have created an overwhelming burden to catalog maintenance staff. The sheer volume of changed NARs and potential bibliographic file maintenance (BFM) could easily stall in-house authority control process. At Michigan State University Libraries, an AutoIt script for automating the process was tested. This script works from a .mrc file of NARs extracted from ILS and utilizes XSLT, OCLC LCNAF SRU service, SkyRiver, and MarcEdit to detect and bring in updated NARs, and complete corresponding BFM by ILS global update function. Without going into the technicality of the script, this presentation will talk about the design of the workflow, challenges, and limitations of the script. A live demo will be included if time permits.
Jane Anne Carey, Chair in 2012-2013
Attached are the PowerPoint files of the 3 presentations.
Please add this event to you schedule: http://alamw13.ala.org/node/9063
ALCTS CaMMS Catalog Management Interest Group at ALA Midwinter
Date: Saturday, January 26, 2013
Time: 1:00 PM – 2:30 PM
Location: Renaissance Seattle Hotel – Compass South
There will be four speakers:
“Expending to E-Content Cataloging Management: Impact and Insight,” presented by Sherab Chen, Associate Professor, Cataloging Coordinator, Ohio State University Libraries.
Abstract: With the implementation of the new strategic plan to “Accelerate the transition to electronic formats,” Ohio State University Libraries saw an ongoing growth of e-content acquisition with a budget increase of 90% on e-journals and 13% on e-books, in years from 2009 to 2011. This has made a great impact on the libraries’ Technical services, and the management patterns in Cataloging and Acquisition went through significant change. The presentation will touch on the following areas in the management of e-content cataloging: Working closely with people of different responsibilities in different areas, i.e. collection managers and acquisition/funding units; The multi-faceted nature of e-content and how to make them accessible to users in a timely and efficient manner; The various ways of getting the record: creating bibliographic record individually or loading records from vendors such Serials Solutions; Participating OCLC’s new pilot WorldCat Knowledge Base; Best practice in documentation and design of new workflows.
“Managing a Consortial DDA E-book Project,” presented by Jessica Hayden, Manager of Resource Processing & Description, University Libraries, University of Northern Colorado.
Abstract: In May 2012, the University of Northern Colorado (UNCO) joined forces with eight other Colorado libraries in a consortial demand-driven acquisitions (DDA) e-book project. The catalog management implications were significant, both locally and at the consortial level. The project involved titles from both EBL and Ebrary, necessitating slightly different edits to incoming records. The edits were made using free MARCEdit software to establish separate tasklists for the two e-book platforms. Substantial collaboration took place among the participating libraries to establish procedures that would guarantee proper display in the Prospector shared catalog. Since UNCO does not use Shibboleth or EZ-Proxy authentication, it was particularly difficult to make the EBL platform easy-to-use for patrons. In addition, many of the publishers taking part in the project were already e-book suppliers for UNCO, so procedures needed to be established to prevent purchase of duplicate e-books.
This presentation will detail: the general steps developed at the consortial level as the project was initiated; the procedures established locally to help selectors be aware of titles that are available as part of the DDA project; how special fields added to the EBL records help patrons, particularly off-campus patrons, authenticate with that platform; and, locally-established catalog maintenance procedures for dealing with batch loading, occasional deletes, and purchased title overlays
“Using Google Refine to clean up data in the catalog,” presented by Sarah Beth Weeks, Head of Technical Services, St. Olaf College Rolvaag Memorial Library.
Abstract: The presentation will be on using Google Refine to clean up data in the catalog. Google Refine is a powerful tool that can correct misspellings, extra spaces, random punctuation and weird capitalization in a few short clicks. The talk will cover general clean-up projects it can be helpful with (e.g. cleaning up and creating uniform names for donors in our local gift note fields) as well as how it can be used to transform existing inconsistent data to create uniform access points (e.g. using the 260 |a and |b to create uniform publisher names and city names to use for faceting our special collections). Google Refine can even be used to match local subject terms (from non-library campus collections) to LC subject terms by way of id.loc.gov's linked data.
“Addressing RDA Display Issues in the Local Catalog,” presented by Roman S. Panchyshyn, Catalog Librarian and Assistant Professor, University Libraries, Kent State University.
Abstract: The introduction of new MARC tags for transmitting RDA information in MARC bibliographic records has forced libraries to investigate issues regarding how this information should be displayed in public catalogs. The general material designation (GMD) has been eliminated in favor of the Content Type (336), Media Type (337) and Carrier Type (338) tags. Publishing information in the 260 tag has been superseded by the more granular 264 tag. New subfields in the 340 tag, as well as new tags 344-347 also provide improved data for carrier characteristics.
Display issues with these new tags can impact how our patrons can effectively use the OhioLINK consortial catalog. At recent ALA meetings, librarians and vendors have had spirited discussions over these types of issues. OhioLINK has decided to take a more direct approach, and has established a committee that has been charged with producing a set of recommendations for its system vendor (Innovative), requesting how we would like these new RDA tags to be used and displayed, both centrally and locally. As the current chair of this OhioLINK committee, Mr. Panchyshyn would like to share the results of this process with all other interested partners.
The ALCTS CaMMS Catalog Management Interest Group (CMIG) invites proposals for presentations at ALA’s 2013 Midwinter Meeting in Seattle, Washington. The group will be meeting on Saturday, January 26th from 1:00 until 2:30.
CMIG’s charge is to discuss the various issues involved with cataloging, classification, and authority control after initial cataloging has been performed. Catalog management is defined as the continuous upgrading and updating of a catalog, regardless of its format, be it card, microform, book, or online. The group will provide a forum for exchanging information and discussing techniques, new developments, and problems in managing the bibliographic integrity of library catalogs.
Presentations should be 20 minutes in length. Past presentations have covered topics such as patron driven acquisition programs, merging catalogs, adding facets and genre headings to the catalog, and managing a batch OCLC reclamation project.
Please email your proposal to Jane Anne Carey (firstname.lastname@example.org). Proposals are due by Friday, November 9th.
For questions, please contact:
2012/2013 CMIG Chair
Jane Anne Carey
Metadata Resource Management Librarian
University of Florida
2012/2013 CMIG Vice Chair
Wanda Pittman Jazayeri
Acting Head of the Cataloging Department
University of California, Irvine
The meeting of the Catalog Management Interest Group at ALA’s 2012 Annual Conference featured five presentations on vendor provided MARC records for titles acquired via Patron Driven Acquisitions (PDA) or Data/ Demand Driven Acquisitions (DDA) programs and the impact of these records on the catalog.
The speakers and their topics were:
Sadie Williams, Vice President, Business Development, Ebook Library (EBL)
Tom Larsen, Head of Monographic Cataloging, Portland State University Library
Building and Evaluating a Collaborative Consortial Demand-Driven Cataloging Workflow”
In January 2011, the 36-member Orbis Cascade Alliance, in partnership with EBL and Yankee Book Peddler (YBP) Library Services, announced a pioneering new collaboration in consortial e-book acquisitions. This presentation discussed the cataloging workflow to support that program, the decisions and collaborative effort across member institutions and vendors to develop the workflow, and the successes, issues, and lessons learned along the way. During the course of the planning period and the first year of the pilot, changes to the workflow were made as various difficulties were encountered. The presenters looked at the role of vendors in the creation of the cataloging records and discussed the importance of the maintenance of DDA cataloging records as they affect DDA expenditure and usage – especially as pertaining to managing the budget. The speakers also provided a case study and examples for planning long-term maintenance of a DDA program as it relates to the catalog.
Mary Gilbertson, Cataloging and Acquisitions, Head of Monographs, University of Arkansas Libraries
“DDA Using YBP”
The University of Arkansas Libraries began providing access to Data Driven Acquisitions records in December of 2011, using the criteria from a past book approval plan from Yankee Book Peddler. Their e-book vendor is ebrary. The approval plan criteria filter the records that are loaded, and a load table adds various fields to the cataloging records. As a trial, only those records that match the approval criteria are being loaded, but there is a function available so that other titles can be loaded.
Roman Panchyshyn, Assistant Professor, Catalog Librarian, Kent State University Libraries
“At the Table: Developing a Cataloging Workflow for a Successful Demand-Driven Acquisitions Project”
In the fall of 2011, Kent State University Libraries (KSUL) began negotiations with Yankee Book Peddler to implement a Demand Driven Acquisitions pilot for selected subjects. From the beginning of the contract process, cataloging staff were present at the table, providing their input on MARC record preparation and specifications, record delivery, and workflow processes. The pilot was implemented in early January 2012. KSUL is currently evaluating the pilot and contemplating plans to implement DDA on a full-time basis. This presentation covered the role cataloging staff played in developing and implementing a successful DDA pilot project; discussed how the bibliographic records are loaded, overlaid, and maintained; and pointed out any problems or issues that were discovered while working with these sets of records and how they were addressed.
Elyssa M. Sanner, Metadata & Cataloging Services Librarian, Northern Michigan University
“Patron-Driven E-book Acquisitions at NMU: Worth the Effort?”
Northern Michigan University’s Olson Library recently implemented a patron-driven e-book acquisitions program through the vendor YBP/EBL. During this presentation, attendees learned what to expect when implementing a patron-driven acquisitions program as well as practical solutions for managing imprecise data. As a part of this patron-driven acquisitions program, “enhanced” discovery records (defined as MARC records that include basic descriptive fields, as well as table of contents for improved discovery in the library catalog) were purchased. NMU’s PDA program began with the receipt of a large retroactive load, totaling approximately 15,000 e-book records. An initial analysis revealed several problems with the records. Through trial-and-error, solutions were found that simultaneously maintain the integrity of the catalog and manage resources by editing the elements that pose the greatest barriers to patron discovery.
Wen-ying Lu, Continuing Resources Catalog Librarian, University of Colorado Boulder
“PDA Consortium Style: The CU MyiLibrary Cataloging Experience”
The University of Colorado Boulder (CU-Boulder) Libraries implemented a patron-driven acquisitions program through MyiLibrary in 2010. In December 2011, CU-Boulder's MyiLibrary program was expanded to include all campuses within the University of Colorado System, launching a collaborative pilot project for shared purchasing and shared cataloging of e-books among five separate CU libraries. This presentation covered the workflow used to share MARC records among these libraries, both before and after titles are purchased. The presenters discussed factors affecting editing and customization of the records, including quality of records, local needs, and best practices for Prospector, a regional unified catalog. They also shared their strategies for detecting and resolving errors that may occur and for handling PDA "discovery" records for titles duplicated in other e-book packages available at the respective libraries.
The meeting will focus on vendor provided MARC records for titles acquired via Patron Driven Acquisitions (PDA) or Data/ Demand Driven Acquisitions (DDA) programs and the impact of these records on the catalog.
Mary Gilbertson, University of Arkansas Libraries
The University of Arkansas uses the criteria from its YBP book approval plan for their DDA records. The ebook vendor is ebrary, but the approval plan criteria filter the records that are loaded. A load table adds various fields to the cataloging records.
Roman Panchyshyn, Kent State University Libraries
At the Table: Developing a Cataloging Workflow for a Successful Demand-Driven Acquisitions Project
When KSUL began negotiations with YBP to implement a DDA pilot, cataloging staff provided input on MARC record preparation and specifications, record delivery, and workflow processes. This presentation covers the role cataloging staff played in developing and implementing a DDA pilot project; how the bibliographic records are loaded, overlaid, and maintained; and the issues that were discovered while working with these record sets.
Elyssa Sanner, Northern Michigan University
Patron-Driven E-book Acquisitions at NMU: Worth the Effort?
NMU recently implemented PDA through YBP/EBL. Enhanced discovery records were purchased. Through trial-and-error, NMU found solutions that simultaneously maintain the integrity of the catalog and manage resources by editing the elements that pose the greatest barriers to patron discovery.
Sadie Williams, Ebook Library
Tom Larsen, Portland State University Library
Building and Evaluating a Collaborative Consortial Demand-Driven Cataloging Workflow
In January 2011, the 36-member Orbis Cascade Alliance, in partnership with EBL and YBP, announced a new collaboration in consortial e-book acquisitions. This presentation discusses the cataloging workflow to support that program; the decisions and collaborative effort across member institutions and vendors to develop the workflow; the successes, issues, and lessons learned along the way; the role of vendors in the creation of the cataloging records; and the importance of maintaining DDA cataloging records as they affect DDA expenditure and usage.
Wen-ying Lu, University of Colorado Boulder
Mary Beth Chambers, University of Colorado Colorado Springs
PDA Consortium Style: The CU MyiLibrary Cataloging Experience
Boulder's MyiLibrary PDA program has expanded to include all campuses within the UC System, thus launching a collaborative pilot project for shared purchasing and cataloging of e-books. This presentation covers the workflow used to share MARC records; discusses factors affecting editing and customization of the records; and includes strategies for detecting and resolving errors handling PDA discovery records for titles duplicated in other e-book packages.
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Below are summaries and links to the four presentations that were made at the CMIG 2012 ALA Midwinter Meeting.
Towards better discovery of video materials: TCNJ's continuing efforts
Presenters: Cathy Weng, Head of Cataloging, The College of New Jersey Library and Yuji Tosaka, Cataloging/Metadata Librarian, The College of New Jersey Library
The College of New Jersey Library began to enhance video records for easy discovery a few years ago. This multi-phase undertaking includes changing procedures of pre-cataloging processing; adjusting copy cataloging policy to reduce backlog; systematically and retroactively adding genre terms; consistently providing relator codes for film directors; and adding local genre terms for foreign language films. These changes have made the library’s more than 10,000 video titles easier to discover and won praises from public services librarians. This presentation will illustrate how TCNJ undertook these projects towards better access to our video collections.
A Little Breathing Room Please! Catalog Management Projects That Make a Difference
Presenter: Ruth S. Ziegler - Authorities/Catalog Management Librarian - Florida State University Libraries
Most academic libraries today have crowded main stacks, basements and remote storage areas. Stacks at Florida State University were severely constrained, at 95% capacity for open stacks and 100% for 2 remote storage facilities. Withdrawal projects at Florida State University have included: JSTOR print, print journals duplicated by online back files, out of scope journals, Reference, Government Documents (federal, regional and state), LC classification Z (withdraw or reclassify to subject area), Engineering Library book withdrawal project, Dirac Science Library Reference book withdrawal project, and selective withdrawal of multiple copies to create space for new acquisitions or to be repurposed for new library services. There is also an ongoing inventory of the collections. The presentation will cover planning, departments involved, procedures, process, projects completed, ongoing efforts and outcomes. These projects have made a big difference in freeing up space for new books and for repurposing for new services.
Cooperative Quality Control for Cataloging: Initiatives in Error Handling
Presenter: Ian Fairclough, Cataloging & Metadata Services Librarian, George Mason University
Cooperative quality control can take many forms. The aspect focused on in this presentation is handling errors that occurred in the cataloging process. During the past ten years the presenter found much work to be done upgrading master records in OCLC WorldCat. Where authorized to do so, he made corrections directly in those records. In other cases when the record originated from the Library of Congress (or from other national agencies), he reported suspected errors directly to them. The extent to which such remedial work was required upon records was astounding. The cooperative aspect was greatly extended through the use of electronic mail to notify other cataloging agencies who can benefit from reports sent to those agencies. In particular, Fairclough initiated electronic distribution lists using Listserv(R) software, each list having one or more co-listowners and dedicated to addressing a specific concern. The presentation will review these initiatives, advising on incorporating such practices into the routine activity of a library. It will also discuss future potential developments and further initiatives envisaged.
Separate, Merged, and Separate Once Again: Un-mulvering the Mulvered Records
Presenter: Lucas Mak, Metadata and Catalog Librarian, Michigan State University Libraries
For a number of years, Michigan State University Libraries (MSUL) had been putting print and microform theses on one catalog record. These mulvered records have data elements for both print and microform manifestations. Some of these records even have multiple OCLC numbers, which means they were merged into one record after being separately cataloged on OCLC. Since 2006, MSUL no longer merged records of different formats into one but had not gone back to change existing mulvered records until now. Since separating 7,400 mulvered records by hand would be prohibitively labor intensive, an XSLT was created to automate the process. This presentation will provide an overview of the issue and then focus on the logic of the XSLT, factors that have affected the design of it, and the limitations of this process.
XSLT for merging item info into bib records: www.msu.edu/~makw/mergedWithItemData.xsl
Main XSLT for un-mulvering: www.msu.edu/~makw/unmulverFinal.xsl
The program will include presentations on enhancements made to catalog records at the College of New Jersey Library to improve the discovery of video materials and the impact of print withdrawal projects at Florida State University Libraries on catalog management activities. Discussion topics include the effect of patron driven acquisitions on library catalogs and quality control issues associated with vendor supplied record sets.Presentations and speakers:
• “A Little Breathing Room Please! Catalog Management Projects That Make a Difference” presented by Ruth S. Ziegler, who will cover the impact of print withdrawal projects on catalog management activities.
• “Separate, Merged, and Separate Once Again: Un-mulvering the Mulvered Records” presented by Lucas Mak, who will describe how he used XSLT (Extensible Stylesheet Language Transformation) to automate the process of separating 7,400 single records for theses that described both the print and microform versions into separate records for each format.
• “Cooperative Quality Control for Cataloging: Initiatives in Error Handling” presented by Ian Fairclough, who will review cooperative initiatives he has undertaken with OCLC and electronic distribution lists he created to further the cooperative resolution of cataloging errors.
• “Towards Better Discovery of Video Materials” presented by Cathy Weng and Yuji Tosaka, who will illustrate how enhancements were made to catalog records to improve the discovery of video materials.