1. What’s New in Cataloging 2013 MOBIUS Annual Conference June 2013 (revised June 7, 2013) Jackie Blonigen – blonigenj@missouri.edu Felicity Dykas – dykasf@missouri.edu University of Missouri--Columbia

2. Groups of interest PCC: Library of Congress Program for Cooperative Cataloging BIBCO: Monographic Bibliographic Record Program CONSER: Cooperative Online Serials Program NACO: Name Authority Cooperative Program SACO: Subject Authority Program Library of Congress PCC: Program for Cooperative Cataloging MARC Standards Office BIBFRAME: Library of Congress Bibliographic Framework Initiative Publish: Cataloger’s Desktop and Classification Web RDA JSC: Joint Steering Committee for Development of RDA United States, Britain, Canada, Australia, Germany

3. Groups of interest ALA: American Library Association ALCTS: Association for Library Collections and Technical Services CaMMS: Cataloging and Metadata Management Section CC:DA: Committee on Cataloging: Description and Access OCLC Products: WorldCat, WorldShare platform, Connexion VIAF: Virtual International Authority File NISO: National Information Standards Organization IFLA: International Federation of Library and Institutions Publish: FRBR, FRAD, FRSAD Backstage Library Works III: Innovative Interfaces, Inc.

4. Groups of interest Communities of Interest (U.S.) ALA groups: Children’s Material, Asian and African Material, Subject Analysis, Continuing Resources Section, ACRL Rare Books and Manuscripts Section, Map and Geospatial Information Round Table, Public Library Association American Association of Law Libraries American Theological Library Association Art Libraries of North America Association for Recorded Sound Collections Association of Jewish Libraries Catholic Library Association Dublin Core Metadata Initiative Medical Library Association Music Library Association Music OCLC Users Group (MOUG) Online Audiovisual Catalogers (OLAC) Society of American Archivists Special Library Association PCC groups: BIBCO, CONSER, NACO, SACO

5. Top 25 things you should know

6. 1. Library of Congress implements RDA March 31, 2013 Also, the National Library of Medicine and the National Library of Australia and Libraries Australia The British Library implemented RDA on April 1, 2013 But there is not a requirement for you to adopt RDA

7. 2. OCLC RDA Policy Statement http://www.oclc.org/rda/new-policy.en.html Effective March 31, 2013 No requirement to use RDA; new records may be RDA, AACR2, or any other recognized cataloging code Non-RDA records may be changed to RDA; only do this with piece in hand Do not change an RDA master record to conform to an earlier cataloging code

8. OCLC RDA Policy Statement Punctuation and capitalization for RDA records Records may be entered with or without ISBD punctuation Access points should have ISBD punctuation Enter capitalization per RDA Appendix A or per the alternative instruction in RDA Appendix A.1 and the related LC-PCC Policy Statement 040 subfields order: $a, b, e, c, d OCLC will retain 245 $h – GMD – in non-RDA records until March 31, 2016

9. OCLC RDA Policy Statement Hybrid records – RDA elements may be added to non-RDA records Spell out non-transcribed abbreviations [S.l.] > [Place of publication note identified] Addition of relator terms 100 1 Rickter, Samuel, $e author. Addition of complete statements of responsibility in 245 $c - in place of [et al.] Addition of 336 (content type), 337 (media type), 338 (carrier type) fields

10. OCLC RDA Policy Statement Anticipated OCLC machine changes Add 336, 337, 338 Spell out non-transcribed abbreviations in 255, 300, 500, 504, and other fields Convert Latin abbreviations to English equivalents in 245, 260, and other fields Remove GMDs – after March 31, 2016 Change access points to RDA forms

11. 3. OCLC control number expansion Will reach 1 billion sometime after July 1, 2013 The length of the OCLC control number will be increased to accommodate a variable length string Prefixes through the years ocm: numbers 1 through 99,999,999 ocn: numbers with nine digits on: numbers 1,000,000,000 and higher When stored in 035,usually has prefix: (OCoLC) http://www.oclc.org/news/announcements/2013/oclc-control-number- expansion.en.html http://www.oclc.org/news/announcements/2013/oclc-control-number- expansion.en.html

12. 4. CIP record upgrades in WorldCat Member libraries can upgrade CIP records even when they are PCC records (042 = pcc) Must have full level (or higher) OCLC cataloging authorizations Cannot change the encoding level; it can be changed only by a CIP upgrade partner or by National Level Enhance authorizations http://www.oclc.org/services/metadata/quality/cip.en.html

13. 5. WorldCat and accompanying material Past: not supposed to add a new record if main item matched. Example: record for book; have book and accompanying CD New: OK to add separate records for item with accompanying material and for item without accompanying material DDR will pay attention to 300 $e in mergers When to Input a New Record documentation has been updated: http://www.oclc.org/bibformats/en/input.html http://www.oclc.org/bibformats/en/input.html

14. 6. OCLC Bibliographic Notification Service Will be discontinued November 1, 2013 It will be replaced by a new service in WorldShare Metadata Collection Manager More customization options Change to any variable field Notification if the OCLC control number changes Notification if the record is upgraded to RDA cataloging rules Webinars on June 5 and June 11 https://www.oclc.org/support/services/worldshare- metadata/migration.en.html https://www.oclc.org/support/services/worldshare- metadata/migration.en.html

15. 7. OCLC cataloging credits Final report of the OCLC Global Council Group on Credits and Incentives was posted (April): http://www.oclc.org/content/dam/oclc/councils/global/global- advisory-group-on-credits-and-incentives.pdf http://www.oclc.org/content/dam/oclc/councils/global/global- advisory-group-on-credits-and-incentives.pdf Background Not a global program Approximately one-third of member libraries participated in 2012 In 2006/2007, OCLC moved from transaction-based pricing to a subscription pricing model Types of credits (with 2012 percentages): original cataloging (46%), record enhancement and holdings deletion (33%), lending (15%), excess search (6%) ILL Fee Management Program is not part of the Financial Credits Program and is not under review If recommendations are approved by the OCLC Board of Trustees they will go into effect July 1, 2014 and credits will be gradually phased out by June 30, 2016

16. 8. OCLC WorldShare Metadata WorldCat knowledge base OCLC WorldShare Metadata Collection Manager service: “Automatic management of WorldCat holdings and delivery of WorldCat MARC records for all of your electronic materials” Libraries configure e-book and other online collections in the WorldCat knowledge base Get automatic delivery of WorldCat MARC records OCLC partnering with vendors to obtain MARC records https://www.oclc.org/knowledge-base.en.html

17. 9. RDA and RDA toolkit Effective April 1, 2013, online access to AACR2 is exclusive to RDA Toolkit The May RDA Toolkit release was published on May 14th. It included the full rewording of RDA as well as French and German language versions of RDA. http://www.rdatoolkit.org/

18. 10. PCC documentation LCPS now LC-PCC PS (Library of Congress-Program for Cooperative Cataloging Policy Statements) PCC Provider-Neutral E-Resource MARC Record Guidelines http://www.loc.gov/aba/pcc/scs/documents/PCC-PN- guidelines.html http://www.loc.gov/aba/pcc/scs/documents/PCC-PN- guidelines.html

19. Provider neutral record New Descriptive Convention Source Code pn = Provider-Neutral E-Resource MARC Record Guidelines 040 DLC $b eng $e rda $e pn $c DLC

20. PCC documentation BIBCO: Training information and documents http://www.loc.gov/aba/pcc/bibco/syllabus.html http://www.loc.gov/aba/pcc/bibco/syllabus.html Includes combined BIBCO Standard Record (BSR) This if for all material types (books, videos, rare books, etc.) Has separate tables for fixed fields For online material, apply guidelines from the Provider Neutral Guidelines CONSER: CONSER RDA core elements and cataloging checklist http://www.loc.gov/aba/pcc/conser/issues/index.html http://www.loc.gov/aba/pcc/conser/issues/index.html

21. 11. MARC bibliographic format updates Update no. 13: September 2011 Update no. 14: April 2012 Update no. 15: September 2012 Update no. 16: April 2013 MARC Format News and Announcements http://www.loc.gov/marc/marcginf.html#naa http://www.loc.gov/marc/marcginf.html#naa

22. MARC bibliographic format updates OCLC-MARC Update In May 2012, OCLC implemented the changes related to the OCLC-MARC Bibliographic, Authority, and Holdings Formats Update 2012, which are detailed in OCLC Technical Bulletin 261. This includes MARC 21 Updates No. 13 and No. 14, code list additions and changes published chiefly since August 2011, and other suggestions from WorldCat users and OCLC staff. Source: OLAC Newsletter, September 2012 The information in Technical Bulletin 261 has not yet been incorporated into Bibliographic Formats and Standards. TB 261 covers these bibliographic fields: New: 264, 344, 345, 346, 347, 377 Revised: DtSt, Lang, 034, 041, 043, 082, 084, 260, 340, 382, 383 Source: OCLC Bibliographic Formats and Standards OCLC-CAT email list posts notices about when updates are available: http://listserv.oclc.org/scripts/wa.exe?A0=oclc-cat http://listserv.oclc.org/scripts/wa.exe?A0=oclc-cat

23. Bib FF: Government Publication GPub - Government Publication: Choose a code based on the status of the jurisdiction at the time of publication, e.g., for Texas government publications, use code f for the period 1836- 1845 and code s for the period 1845- http://www.oclc.org/bibformats/en/fixedfield/gpub.shtm OLAC newsletter, September 2012

24. Bib FF: Format of Music Format of music: indicates the format of a musical composition; consider only the score when there are score(s) and other materials (e.g., one or more parts) New and redefined codes a: Full score (redescribed 2013) c: Accompaniment reduced for keyboard (redescribed 2013) d: Voice score for accompaniment (renamed to Voice score and then redescribed 2012) h: Chorus score (redescribed 2012) k: Vocal score (new code 2012) l (el): Score (new 2013) z: Other (redescribed 2013) – Use this code for sets of parts

25. Bib 028: Publisher Number New: $q: Qualifying information 028 02 $a 438 953-2 $b Philips Classics $q (set) 028 42 $a 440 073 033-9 $b Deutsche Grammophon $q (disc 1) http://www.loc.gov/marc/bibliographic/bd028.html OLAC Newsletter, September 2012

26. Bib 040: Cataloging Source $b (language of cataloging): “Historically in WorldCat the absence of subfield $b has indicated that English is the language of cataloging. OCLC now recommends always coding this element.” Preferred order of 040 subfields: $a, $b, $e, $c, $d New Descriptive Convention Source Code pn = Provider-Neutral E-Resource MARC Record Guidelines 040 DLC $b eng $e rda $e pn $c DLC http://www.oclc.org/bibformats/en/0xx/040.html

27. Bib 041: Language code Changes in 2011 h: Language code of original and/or intermediate translations of text (redefined) k: Language code of intermediate translations (new) m: Language code of original accompanying materials (new) n: Language code of original libretto (new) Recent OLAC Newsletters have information on the use and order of 041 subfields: http://olacinc.org/drupal/?q=node/59 See June 2012, September 2012, December 2012, March 2013http://olacinc.org/drupal/?q=node/59 Also, see: Video Language Coding: Best Practices http://olacinc.org/drupal/?q=node/358 This document includes a lot of examples for FF Lang, 041, and 546 fields http://olacinc.org/drupal/?q=node/358

28. Bib 250: Edition Statement Now repeatable New subfield: $3 = materials specified Two statements on the title page: 250 $a Canadian edition. 250 $a 3rd edition. http://www.loc.gov/marc/bibliographic/bd250.html

29. Bib 264: Production, publication, distribution, manufacture, and copyright notice Defined in the MARC 21 Bibliographic format Update No. 13 in 2011; implemented in OCLC with OCLC-MARC Update 2012 in May. http://www.oclc.org/support/documentation/worldcat/tb/26 1/default.htm http://www.oclc.org/support/documentation/worldcat/tb/26 1/default.htm PCC Guidelines for the 264 Field (June 2012): http://www.loc.gov/aba/pcc/documents/264-Guidelines.doc http://www.loc.gov/aba/pcc/documents/264-Guidelines.doc

30. Bib 264: Production, publication, distribution, manufacture, and copyright notice Question on RDA list (paraphrased): Guidelines indicate that if publication information is not identified, add distribution; if distribution information is not identified, add manufacturer. If none are known, are all three fields required? 264 1 [Place of publication not identified] : $b [publisher not identified], $c [not before 1992] 264 2 [Place of distribution not identified] : $b [distributor not identified] 264 3 [Place of manufacture not identified] : $c [manufacturer not identified] Answer from LChelp4rda (paraphrased): … Implicit in the definition of ‘Core’ is the 1.3 wording: “elements that are applicable and readily ascertainable.” Not all resources give information about a distributor or manufacturer. If these statements aren’t applicable to the resource, they aren’t core. We don’t have to assume an unknown distributor or manufacturer. This is sufficient, if no distribution or manufacturer info is available: 264 1 [Place of publication not identified] : $b [publisher not identified], $c [not before 1992]

31. Bib 33x 336: Content type 336 performed music $b prm $2 rdacontent http://www.loc.gov/standards/valuelist/rdacontent.html 337: Media type 337 audio $b s $2 rdamedia http://www.loc.gov/standards/valuelist/rdamedia.html 338: Carrier type 338 audio disc $b sd $2 rdacarrier http://www.loc.gov/standards/valuelist/rdacarrier.html

32. Bib 34x 340: Physical medium 340 $3 case files $a aperture cards $b 9 x 19 cm. $d microfilm $f 48x 344: Sound characteristics 344 digital $b optical $g stereo $2 rda 345: Projection characteristics of moving images 346 Cinerama $b 24 fps $2 rda 346: Video characteristics 346 laser optical $b NTSC $2 rda 347: Digital file characteristics 347 video file $b DVD video $2 rda http://www.loc.gov/marc/bibliographic/bd3xx.html

33. Bib 385: Audience characteristics New field “A category of persons for which a resource is intended or a category of persons representing the intellectual content for which the content of a resource is considered appropriate.” 385 $a Painters $2 lcsh 385 $m Educational level group $a College Freshmen $2 ericd 385 $m Language group $a Spanish speaking $2 ericd 385 $m Religious group $a Buddhists $2 lcsh 385 $m Age group $a Youth $2 lcsh http://www.loc.gov/marc/bibliographic/bd385.html

34. Bib 386: Creator/contributor characteristics New field “A group category to which the creator(s) of a work or compilation of works, or the contributor(s) to an expression or compilation of expressions, belongs.” 386 $a Child composers $2 lcsh 386 $m Gender groups $a Women $2 lcsh 386 $a Americans $a Women $2 lcsh http://www.loc.gov/marc/bibliographic/bd386.html

35. Bib: Work and expression attributes (also valid in authority records) 046: Special coded dates 336: Content type 377: Associated language 380: Form of work 381: Other distinguishing characteristics of work or expression 382: Medium of performance 383: Numeric designation of musical work 384: Key

36. Bib 648: Subject Added Entry- Chronological Term Indicator 1 defined #: No information provided 0: Date or time period covered or depicted 1: Date or time period of creation or origin A collection, published 1969, of letters dated 1860-1865. The period depicted and created are the same. 648 17 1860-1865 $2 fast 648 07 1860-1865 $2 fast Example from MARC 21 format http://www.loc.gov/marc/bibliographic/bd648.html

37. Bib 700-75x and 76x-787 $i defined for relationship terms in these bibliographic fields Not defined in 740 700 1 $i paraphrase of (work) $a Tippett, Michael, $d 1905-1998. $t Mask of time. http://www.loc.gov/marc/bibliographic/

38. Source codes for vocabularies, rules, and schemes Descriptive Convention Source Codes - New pn = Provider-Neutral E-Resource MARC Record Guidelines 040 DLC $b eng $e rda $e pn $c DLC MARC relator terms Reconciled with RDA relator terms Definitions revised 38 new terms added Removed: Vocalist – combined with Singer Collaborator – combined with Contributor http://www.loc.gov/marc/annmarcrdarelators.html

39. 12. Bibliographic searching Retrieve records by agency doing the cataloging or input (040 $a or $c) cs:MUU Date created (Entered date in the OCLC Fixed Field) dm:2012 Material Type (List of codes is in the Search WorldCat Indexes guide) mt:fic [fiction] Language of item (2- or 3-character code or language name) la:eng or la:English Description conventions dx:rda [RDA] Source: OLAC newsletter, March 2013, etc.

40. 13. New and changed MARC fields in authority records Personal names 046: Special coded dates 368: Other attributes or person or corporate body (person: saint, title, etc.) 386: Creator/contributor characteristics 370: Associated place 371: Address 372: Field of activity 373: Associated group 374: Occupation 375: Gender 376: Family information – For family records 377: Associated language 378: Fuller form of personal name 678: Biographical or historical note (not a new field)

41. New and changed MARC fields in authority records Corporate names 046: Special coded dates 368: Other attributes of person or corporate body 370: Associated place 371: Address 372: Field of activity 373: Associated group 377: Associated language 678: Biographical or historical note (not a new field)

42. New and changed MARC fields in authority records Work and expression attributes (also valid in bibliographic records) 046: Special coded dates 336: Content type 377: Associated language 380: Form of work 381: Other distinguishing characteristics of work or expression 382: Medium of performance 383: Numeric designation of musical work 384: Key

43. MARC fields in authority records Will see relationship terms in 4xx and 5xx fields 500 1 $i Group member: $a … 500 1 $i Founder: $a … 500 1 $i Libretto based on (work): $a … The Music OCLC Users Group has great examples of different types of name authority records: http://www.musicoclcusers.org/NMP/index.html http://www.musicoclcusers.org/NMP/index.html See examples in the RDA toolkit under Tools http://access.rdatoolkit.org/ http://access.rdatoolkit.org/

44. Authority record 046 $f 18660213 $g 19450910 100 1 Brown, Calvin S. $q (Calvin Smith), $d 1866-1945 370 Obion County, Tenn. $e University, Oxford, Miss. 372 Comparative literature $a Languages, Modern $a Archaeology $2 lcsh 373 Vanderbilt University $a University of Colorado $a University of Missouri $2 naf $s 1889 $t 1905 373 University of Mississippi $2 naf $s 1905 374 College teachers $a Editors $a Authors $a Archaeologists $2 lcsh 375 male 378 $q Calvin Smith

45. Keep up to date with MARC changes: http://listserv.loc.gov/listarch/marc.html http://listserv.loc.gov/listarch/marc.html Note that the OCLC Bibliographic Formats and Standards is not up-to-date: The information in Technical Bulletin 261 [May 2012] has not yet been incorporated into Bibliographic Formats and Standards. TB 261 covers these bibliographic fields: New: 264, 344, 345, 346, 347, 377 Revised: DtSt, Lang, 034, 041, 043, 082, 084, 260, 340, 382, 383

46. 14. Authorities indexing updates Part of Connexion updates in November Correction made to fix problem with access point appearing in browse list with misleading subfield codes Same access point with and without period at end will appear separately in browse list New indexes – can be used in derived search box or drop down menus cs: cataloging source (040 $a, $c, $d) dx: descriptive rules (040 $e) nt: notes (all 6xx fields) kw: keyword (all variable fields) en: entity attributes nx: relationship Source: MOUG newsletter, Dec. 2012, etc.

48. Search for a relationship term: nx: founder Suggested search for Library of Congress RDA authority records (OCLC –CAT): dx:rda and cs:dlc and ln:no2013*

49. WorldCat indexes and searching guides WorldCat indexes: http://www.oclc.org/support/documentation/worldcat/searching/s earchworldcatindexes/default.htm http://www.oclc.org/support/documentation/worldcat/searching/s earchworldcatindexes/default.htm Quick reference cards: http://www.oclc.org/support/services/connexion/documentation/cli ent.en.html -- choose Cataloging and Authorities categories http://www.oclc.org/support/services/connexion/documentation/cli ent.en.html Includes default function key shortcuts and default toolbar button information Connexion Client authorities and cataloging guides See link to Connexion Browser documentation for additional guides

50. 15. NACO – Changes to LC/NACO authority file Acceptable differences Task group determined acceptable differences between AACR2 and RDA access points, and what access points should be accepted as RDA Accept AACR2 form without a date, even if the date is now known Accept AACR2 form with or without a fuller form in $q as an RDA acceptable form Source for this and following slides: ALCTS webinar: Programmatic changes to the LC/NACO authority file for RDA (May 2013)

51. Changes to LC/NACO authority file Phase 1: mark all records that are or are likely to be incompatible with RDA and which need manual review (July- August 2012) 436,943 records updated 667: THIS 1XX FIELD CANNOT BE USED UNDER RDA UNTIL THIS RECORD HAS BEEN REVIEWED AND/OR UPDATED Types of records: conference headings, $l with “polyglot” and ampersands, treaties, some personal names with $c, some music headings

52. Changes to LC/NACO authority file Phase 1.5: Some Phase 1 records needed to be updated before Phase 2 (completed January 2013) Most RDA 7xx fields were removed; AACR2 headings became 4xx fields About 14,700 records

53. Changes to LC/NACO authority file Phase 2: automated changes to records that met specific criteria (March 2013) 371,942 authority records updated Examples Dept. > Department Koran > Qurʼan Bible. $b N.T. > Bible. $b New Testament Bible. $b N.T. $b Luke > Bible. $b Luke violoncello > cello 100 … $d b. [date] > 100 … $d [date]- Changes to abbreviations: ca., cent., fl., Jan., etc. Also, records were enhanced 046 (dates), 370 (associated place), 377 (associated language), 378 (fuller form of personal name), 382 (medium of performance), 383 (numeric designation), 384 (key), 510s (cross-references) 4xx fields put in alphabetical order

54. Changes to LC/NACO authority file Phase 3: Recode acceptable AACR2 records as RDA (8 million records) Deferred

55. 16. Backstage Library Works Website: http://www.bslw.com/authority_control/ http://www.bslw.com/authority_control/ Blog: http://ac.bslw.com/community/blog/ http://ac.bslw.com/community/blog/ Wiki: http://ac.bslw.com/community/wiki/index.php5/Profile_Guide http://ac.bslw.com/community/wiki/index.php5/Profile_Guide Search “RDA” to find RDA planning information Planning guides: http://ac.bslw.com/mars/guide/ http://ac.bslw.com/mars/guide/

56. 17. ISSN changes ISSN update from CONSER meeting at ALA (January 2013) / Regina Reynolds 1) Issuing ISSNs to new journals ISSN centers are deferring assignment of an ISSN until the first issue is published Why: Predatory open access publishers. In November, one of the publishers applied for 300 ISSNs for generic titles that sound like titles already being published; some will never be published See Beall’s List of Predatory Publishers 2013: http://scholarlyoa.com/2012/12/06/bealls-list-of-predatory- publishers-2013/ http://scholarlyoa.com/2012/12/06/bealls-list-of-predatory- publishers-2013/

57. ISSN changes 2) New policy: ISSNs are being assigned to digital reproductions E.g., JSTOR titles Exception: if there is an ISSN for a born digital copy already (a non-reproduction), that ISSN will apply to the reproduction, too The same ISSN will apply to a version for a mobile device or e- book reader The U.S. Center will assign ISSNs for all the serials in the HathiTrust Will talk to CRL about digital newspapers Journals may have an icon that indicates they are ISSN compliant

58. 18. schema.org Launched in 2011 by Google, Bing, Yahoo! Vocabulary for coding web documents. This allows the metadata to be used in browser searches, etc. Developing specific extensions for different industries, including libraries OCLC is adding schema.org descriptive markup to WorldCat.org pages Advantage: linked bibliographic data Examples of elements found in coded information in the source code for a WorldCat.org record http://schema.org/Place http://schema.org/Person

59. 19. Library of Congress Genre/Form Terms: Project updates Moving images The OLAC Cataloging Policy Committee’s Best Practices document can be found here: http://olacinc.org/drupal/capc_files/LCGFTbestpractices.pdf http://olacinc.org/drupal/capc_files/LCGFTbestpractices.pdf Spoken-word recorded sound Cartography Law 59

60. LCGFT: Project updates Music Approximately 750 terms have been agreed on between the Library of Congress and the Music Library Association as of February 2013 The list of terms can be found here: http://www.loc.gov/catdir/cpso/lcmlalist.pdf http://www.loc.gov/catdir/cpso/lcmlalist.pdf Religion The Library of Congress is working with the American Theological Library Association on this project This project is set to be completed by the end of the year, if not sooner Literature Approximately 800 terms have been gathered Non-Disciplinary Terms Still in beginning phases Currently gathering terms from form subdivisions 60

61. LCGFT/LCSH: Globes The LCGFT Globes has been expanded to permit usage for any astronomical body and the LCGFT Lunar Globes has been cancelled. Furthermore, the LCSH form heading, –Globes has been cancelled in favor of the form subdivision –Maps. The fact that a work is a spherical representation will be brought out by the LCGFT Globes LCSH term Earth is now Earth (Planet) The announcement from LC can be found here: http://www.loc.gov/catdir/cpso/genre_form_globes_final.pdf http://www.loc.gov/catdir/cpso/genre_form_globes_final.pdf 61

62. Medium of performance (LCMPT) The Library of Congress, in cooperation with the Music Library Association, has begun developing a thesaurus for the medium of performance of musical works – Library of Congress Medium of Performance Thesaurus for Music (LCMPT) Also intended to be used as a source vocabulary for RDA’s “medium of performance” element (MARC field 382). Designed to be used independently of cataloging code or communications format Approximately 850 terms have been agreed on by the Library of Congress and Music Library Association as of February 2013 The working list of terms and a description of the project can be found here: http://www.loc.gov/catdir/cpso/medprf_lcmla.pdfhttp://www.loc.gov/catdir/cpso/medprf_lcmla.pdf

63. 20. LCSH: Law and legislation In April 2013, the LC Policy and Standards Division (PSD) made the announcement that the subdivision –Law and legislation will be authorized to use under LCSH headings for crimes PSD has undertaken a project to establish headings for crimes with the subdivision –Law and legislation as well as revise existing headings and bibliographic records as necessary. The Subject Headings Manual instruction sheet H 1705 has also been revised to reflect this change The announcement can be found here: http://www.loc.gov/catdir/cpso/crime-law-and-legislation.pdf http://www.loc.gov/catdir/cpso/crime-law-and-legislation.pdf

64. LCSH: Subject category codes Library of Congress has undertaken an experiment to add subject category codes (072) to subject authority records, which will complement the subdivision usage codes (073) in subdivision authority records. There are three expected benefits to adding this information: 1.The usability of LCSH on the Semantic Web will be enhanced 2.It will allow ILSs and resource discovery platforms to assist catalogers in determining appropriate subdivisions for subject headings 3.It will improve automatic heading string creation and validation The experiment is currently in progress. As of December 2012, approximately 200 records have been edited 64

65. LCSH: Subject category codes For more information, see the original announcement here: http://www.loc.gov/catdir/c pso/field_072_announceme nt.pdf

66. 21. LCSH: RDA revisions The Library of Congress has finished the revisions to LCSH that were prompted by RDA Phase 2 Expansion of abbreviations Modification of Bible headings Replacement of ‘violoncello’ with ‘cello’ Replacement of ‘Koran’ with ‘Qur’an’ Replacement of $t Selections with $t Works. $k Selections Modification of date subfields (e.g. born/died replaced by hyphens, abbreviations spelled out) The list of revised LCSH can be found here: http://www.loc.gov/catdir/cpso/subjects-RDA-changes.html http://www.loc.gov/catdir/cpso/subjects-RDA-changes.html 66

67. LCSH/LCC: RDA revisions The Policy and Standards Division (PSD) of the Library of Congress is reviewing both the Subject Headings Manual and Classification and Shelflisting Manual in light of RDA. Most revisions will be superficial (such as replacing “AACR2” with “RDA”), others will be more substantial There is currently no timeline for this project, but it is considered relatively urgent See product update pages here: http://www.loc.gov/cds/products/freeDloads.php (Classification and Shelflist Manual updates are under LC Classification – Additions and Changes) http://www.loc.gov/cds/products/freeDloads.php

68. 22. LCC: Subclass KIA-KIX Class KIA-KIX for the Law of the Indigenous Peoples in the Americas was added to the LC Law Classification in 2012. The purpose of the new schedule was “to provide for the first time a geographical and substantive arrangement for Indigenous People in the Americas, their organization, and the unique and complex body of legal sources concerning these peoples.” A new guide and bibliography for the classification schedule is now available in draft stage and can be found here: http://www.loc.gov/catdir/cpso/kia_intro.html http://www.loc.gov/catdir/cpso/kia_intro.html 68

69. 23. BIBFRAME “Bibliographic Framework as a Web of Data: Linked Data Model and Supporting Services” was released November 2012 The paper describes the new Bibliographic Framework Initiative and the new model “BIBFRAME” being developed by Zepheira Just a starting point! The document and additional information about BIBFRAME can be found here: http://www.loc.gov/bibframe/http://www.loc.gov/bibframe/ 69

70. 24. Sierra Sierra 1.1.1 went into general release on May 22, 2013 Includes some new features as well as a number of fixes The next release, 1.1.2, is expected by end of year 70

71. 25. Romanization tables Proposals Proposal for Revision of the Lepcha Romanization Table Proposal for Kazakh Romanization Table Proposal for Revision of the Malay Romanization Table Proposal for Tod-Oirat-Old Kalmyk Romanization Table Proposal for Revision of Urdu, Pushto, and Sindhi Romanization Tables Proposal for Tamashek Romanization Table Updated Proposal for Revision of the Malay Romanization Table Proposal for Manchu Romanization Table 71

72. Romanization tables New Jawi-Pegon (formerly Malay) Romanization Table Revision Approved Japanese Romanization Table Revision Approved Belarusian Romanization Table Approved Bulgarian, Russian, and Shan Romanization Tables Cherokee Romanization Table Approved Tod-Oirat-Old Kalmyk Romanization Table Approved Kazakh, Lepcha, and Manchu Romanization Tables Approved Revised Arabic Romanization Table Revision Approved 72

73. End of top 25

74. ALA Midwinter Meeting

75. ALA Heads of Cataloging Interest Group (January 28, 2013) Topic: Assessment Assessment in practice / Rebecca Mugridge Quantitative Assessment / Casey Cheney (Backstage Library Works)

76. Assessment in practice / Rebecca Mugridge The cataloging we do are pieces of scholarship; we create databases that contribute to the scholarly record; we have impact outside our libraries How can we share the value and impact of what we do? Six assessment activities at Penn State Workflow analysis and assessment with an outside facilitator CQI Improvement Team Customer service survey Interviews or focus groups Benchmarking 360 degree review

77. Quantitative Assessment / Casey Chaney Output Before can measure output, need goals Records per hour that one cataloger can process Before projects, project manager sets goals based on a sample, comparison with similar projects, and procedures Use a time-card system Cataloger’s must meet 80% of project average Keeps several spreadsheets with data Quality Desire high quality records Identify minor errors and major errors Major: e.g., hinders access, wrong record Minor: e.g., spacing errors in non-searchable fields Work passes or fails for the day Other reports look at production and quality in different ways: compare number of hours and measures

78. PCC Participants Meeting (January 27, 2013) PCC chair, Philip Schreur This is one of the most exciting times to be in the metadata business A lot happening: RDA BIBCO Standard Record Provider Neutral Records Task groups (hybrid records, relationship designators, etc.) Undifferentiated personal names Training material e-Serials module 31 New LC-PCC Policy Statements Presentations – See ALA Midwinter 2013 Presentations: http://www.loc.gov/aba/pcc/rda/RDA%20Resources.html http://www.loc.gov/aba/pcc/rda/RDA%20Resources.html

79. Useful Tools ZVON ID.LOC.GOV

80. ZVON 80

81. ZVON

82. ZVON: LCSH Search Hierarchy

83. ZVON: LCC

84. Search Hierarchy

85. ID.LOC.GOV First made available in 2009 with Library of Congress Subject Headings Linked data Data is publicly available

86. ID.LOC.GOV Library of Congress Subject Headings Library of Congress Children’s Subject Headings Library of Congress Genre/Form Terms Library of Congress / NACO Name Authority File Thesaurus of Graphic Materials MARC Code List for Relators MARC Code List for Countries MARC Code List for Geographic Areas MARC Code List for Languages PREMIS vocabularies for Cryptographic Hash Functions, Preservation Events, and Preservation Level Roles

87. Selected resources for keeping up-to-date OCLC news The “News from OCLC” section in OLAC Newsletters http://olacinc.org/drupal/?q=node/59 http://olacinc.org/drupal/?q=node/59 OCLC Research News & Events: http://www.oclc.org/research/news.html http://www.oclc.org/research/news.html OCLC News & Events: http://www.oclc.org/en-US/news.htmlhttp://www.oclc.org/en-US/news.html Library of Congress Cataloging and Acquisitions News: http://www.loc.gov/aba/ http://www.loc.gov/aba/ MARC Standards News and Announcements: http://www.loc.gov/marc/marcginf.html#naa http://www.loc.gov/marc/marcginf.html#naa Planet Cataloging blog: http://planetcataloging.org/http://planetcataloging.org/ Core journals about cataloging (U of Illinois at Urbana- Champaign): http://uiuc.libguides.com/content.php?pid=19392&sid=275135 http://uiuc.libguides.com/content.php?pid=19392&sid=275135

88. The end Questions? Comments? Additions?