1. Approaching WorldCat Discovery: Early Responses from the Music Library Community Music OCLC Users Group annual meeting March 1, 2016, Cincinnati, Ohio Rebecca Belford University at Buffalo

2. Medium of Performance Unplanned Large-scale participation/“vetting” MOUG WWW site:  Recommendations & data, Apr. 23 2015  Questions. Editable! Try this at home!

3. Medium of Performance Recommendations Single step  Deduplicate 382 display (bug fix)  Omit 048 if at least one 382 present  Change field label to “Instrumentation”* *“Partial” label TBD Many small steps  Display additional subfields  Enhanced display for readability

4. 382 duplicated (intermittent) Dover Beethoven String Quartets (WCD display) https://buffalo.on.worldcat.org/oclc/189263https://buffalo.on.worldcat.org/oclc/189263 (Feb. 21, 2016)

5. 382 duplicated (intermittent) Dover Beethoven String Quartets (WCD display) https://buffalo.on.worldcat.org/oclc/189263https://buffalo.on.worldcat.org/oclc/189263 (Feb. 22, 2016)

6. 048+382: now Dover Mozart String Quartets https://buffalo.on.worldcat.org/oclc/3574490https://buffalo.on.worldcat.org/oclc/3574490 (Feb. 22, 2016) 048 382 $a

7. 048+382 Proposed recommendations Instrumentation:violin (2); viola; cello violin; viola; double bass

8. 382 subfield display recommendations MARCWhatDisplayExample $aInstrumentxclarinet $bSolosolo xsolo clarinet; orchestra $dDoublingx/yx/yclarinet/bass clarinet $pAlternatex or yclarinet or viola -[next $a];clarinet; piano

9. 382 subfield display recommendations MARCWhatDisplayExample $vNote[note]mixed chorus [SATB] $n $e Number of like perf/ens if > 1 (#)(#)clarinet (2) solo soprano voice (2); mixed chorus (2) $sTotal perf if > 1 Total performers: # Clarinet; piano. Total performers: 2 $sTotal perf [$s = 1] TBD $r $t total non-ens perfs; total ensembles [do not display; primary functionality is indexing/search]

10. MoP: now (4 works, 1 CD) 382 01 ǂb soprano voice ǂn 1 ǂa mixed chorus ǂe 1 ǂa orchestra ǂe 1 ǂ2 lcmpt 382 01 mixed chorus ǂe 1 ǂa orchestra ǂe 1 ǂ2 lcmpt 382 01 ǂb violin ǂn 1 ǂa orchestra ǂe 1 ǂ2 lcmpt 382 01 orchestra ǂe 1 ǂ2 lcmpt Medium of Performance: mixed chorus, orchestra orchestra

11. Proposed recommendations 382 01 ǂb soprano voice ǂn 1 ǂa mixed chorus ǂe 1 ǂa orchestra ǂe 1 ǂ2 lcmpt 382 01 mixed chorus ǂe 1 ǂa orchestra ǂe 1 ǂ2 lcmpt 382 01 ǂb violin ǂn 1 ǂa orchestra ǂe 1 ǂ2 lcmpt 382 01 orchestra ǂe 1 ǂ2 lcmpt Instrumentation:solo soprano voice; mixed chorus; orchestra mixed chorus; orchestra solo violin; orchestra orchestra

12. 382 01 ǂb soprano voice ǂn 2 ǂb countertenor voice ǂn 1 ǂa FLUTE ǂn 1 ǂd piccolo ǂn 1 ǂa OBOE ǂn 1 ǂd English horn ǂn 1 ǂa CLARINET ǂn 1 ǂd sopranino clarinet ǂn 1 ǂa BASSOON ǂn 1 ǂd contrabassoon ǂn 1 ǂa HORN ǂn 1 ǂa TRUMPET ǂn 1 ǂa TROMBONE ǂn 1 ǂa PERCUSSION ǂn 2 ǂa GUITAR ǂn 1 ǂa HARP ǂn 1 ǂa HARPSICHORD ǂn 1 ǂd piano ǂn 1 ǂa VIOLIN ǂn 2 ǂa VIOLA ǂn 1 ǂa CELLO ǂn 1 ǂa DOUBLE BASS ǂn 1 ǂs 20 ǂ2 lcmpt MoP now (1 work, soloists, doublings) Cantatrix sopranica : for 2 sopranos, counter tenor and ensemble, 2004/05

13. MoP now (WCD display) Medium of Performance: flute, oboe, clarinet, bassoon, horn, trumpet, trombone, percussion, guitar, harp, harpsichord, violin, viola, cello, double bass

14. Proposed recommendations 382 01 ǂb soprano voice ǂn 2 ǂb countertenor voice ǂn 1 ǂa FLUTE ǂn 1 ǂd piccolo ǂn 1 ǂa OBOE ǂn 1 ǂd English horn ǂn 1 ǂa CLARINET ǂn 1 ǂd sopranino clarinet ǂn 1 ǂa BASSOON ǂn 1 ǂd contrabassoon ǂn 1 ǂa HORN ǂn 1 ǂa TRUMPET ǂn 1 ǂa TROMBONE ǂn 1 ǂa PERCUSSION ǂn 2 ǂa GUITAR ǂn 1 ǂa HARP ǂn 1 ǂa HARPSICHORD ǂn 1 ǂd piano ǂn 1 ǂa VIOLIN ǂn 2 ǂa VIOLA ǂn 1 ǂa CELLO ǂn 1 ǂa DOUBLE BASS ǂn 1 ǂs 20 ǂ2 lcmpt

15. Instrumentation: solo soprano voice (2); solo countertenor voice; flute/piccolo; oboe/English horn; clarinet/sopranino clarinet; bassoon/contrabassoon; horn; trumpet; trombone, percussion (2); guitar; harp; harpsichord; violin (2); viola; cello; double bass. Total performers: 20. Proposed recommendations

16. MLA-MOUG OCLC Search and Discovery Task Force

17. Why? FirstSearch end of life When? May 2015, wrapping up now Who? Chair: Michael Duffy (MLA) MLA: Tom Bickley, Laura Gayle Green, Stephen Henry, Carlos Peña MOUG: Rebecca Belford, Marty Jenkins, Hermine Vermeij, Brad Young

18. MLA-MOUG OCLC Search and Discovery Task Force Charge Working with the Music OCLC Users Group, investigate OCLC's WorldCat Discovery Services to determine if it will be sufficient to meet the needs of music users. If the Task Force determines that WorldCat Discovery Services is not sufficient, it will recommend a course of action to petition OCLC to continue to provide the FirstSearch interface for WorldCat after December 31, 2015. It will also recommend a course of action to petition OCLC for specific improvements to WorldCat Discovery Services to meet the needs of music users.

19. TF methodology 1.Background info 2.Compile initial observations 3.Systematic review 4. ║ : Specific recommendations drafted : ║ 5. ║ : Specific recommendations organized : ║ 6.Course of action

20. 1. Background Webinars Ready, Set, GO… WorldCat Discovery Configuration… WorldCat Discovery Searching… Support documentation WCD catalogs Virginia Tech Default: WorldCat + WorldCat.org UC - Melvyl Default: 96 databases

21. 2. Initial observations  “Searching universe”?  Why these results?  What does “music” mean?*  Author block problematic  Whither the analytic titles?  “Editions”: YMMV * Yes, we’re serious.

22. Review scope Results, facets, bibliographic records  Generic front-end  WorldCat content

23. 3. Systematic review Music checklist Short summary by section OCLC documentation  “Searching WorldCat indexes”  “Item bibliographic data as displayed in the WorldCat Discovery interface”

24. Systematic review

25. WCD recommendations (working draft, Feb. 25, 2016) Three categories 1.Major/critical a.Provided in FirstSearch b.Not in FirstSearch 2.General 3.Enhancements All recommendations here: working draft

26. (1a) Major/Critical; in FirstSearch  Display subfields $b, $c, $d, $k and $q in name headings, to allow for identification and differentiation of names.  When fields 700, 710, or 711 contain subfield $t, display all title-related subfields … together with … all name-related subfields. working draft

27. # 27748033 2/21/116 WCD, UB  WCD, UC 

28. FirstSearch # 27748033 2/21/116

29. (1a) Major/Critical; in FirstSearch  Display all instances of the 028 field when present.  Display 245 subfields together; alternatively, identify 245 subfield $c as responsibility instead of names from 1xx/7xx… 245$c: Currently suppressed from display. We would prefer the former; FirstSearch employs the alternative working draft

30. ;

31. (1b) Major/Critical; not in FirstSearch  When a 240 field is present, display 240 combined with a repeated display of the 1xx, and hyperlink the resulting string to search on the name-title heading.  For linked searches generated from displayed controlled names, search on all name subfields within the field as a single phrase to link to the correct entity. working draft

32. Portrait: Gilbert Stuart, John Adams, c. 1800/1815. National Gallery of Art. http://www.nga.gov/content/ngaweb/Collection/art-object-page.42933.html

33. https://virginiatech.on.worldcat.org/se arch?queryString=au:John%20Adams &databaseList=283,638

34.  When 7xx fields with subfield $t are present, display them as hyperlinks to searches on the name-title heading.  Change the facet option for “music” to “music recording.” (1b) Major/Critical; not in FirstSearch working draft

35. Music-related Format facet

36. (2) General [high priority]  When 7xx fields with subfield $t have second indicator blank, display with the label, “Related Works:”.  When 7xx fields with subfield $t have second indicator 2, display with the label, “Contains:”. working draft

37. (2) General [high priority]  Display all instances of the 546 field.  Display all instances of the 264 field and use second indicator to generate the appropriate label. working draft 546 currently suppressed from display. 264 #1 displays, only.

38. (2) General [high priority]  Utilize additional coded Material Types to generate additional icons and to return search when facet option is selected.  [Improve Boolean search functionality in Advanced Search] working draft

39. Format icons  FirstSearch WCD 

40. Advanced Search: complex Booleans  su:england OR "great britain" OR "united kingdom" AND kw:"brass band" AND kw:girl* OR wom* [3,050,436 Result] NOT: su: (england OR "great britain" OR "united kingdom") AND kw: "brass band" AND kw: (girl* OR wom*) [9 results]

41. (2) General [Format facet]  Add a facet option for “print music score” to differentiate from “downloadable music score.” [matches “Print book”]  Replace “musical” with “music” for format terms that use the term “musical.” working draft

42. (2) General [display]  Use ISBD punctuation in 505 fields to generate display…  Display 382 fields as recommended in [most recent] “WorldCat Discovery Display Preferences for Medium of Performance.” working draft

43. (2) General [indexes]  Include publisher name from 028 $b in publisher index.  Index musical flat and sharp sign characters.  Create a dedicated medium of performance index. working draft

44. (2) General [linking functionality] Hyperlink genre headings [as phrases] within the genre index. working draft

45. https://buffalo.on.worldcat.org/ search? queryString=su: Chamber %20music%20 https://buffalo.on.worldcat.org/oclc/896021106https://buffalo.on.worldcat.org/oclc/896021106 (Feb. 22, 2016) 600 650 655 WCD Genre

46. (3) Enhancements, or, The Incredible Shrinking Category X Too important: MoP index X Too futuristic: Responsive facets

47. (3) Enhancements  Create alternate display for “view online” button for non-print resources…  Create a browse index for publisher number (028 $a).  Include name headings from 7xx author fields in the author facet; complex relationships reflected in these fields require further analysis of which names are appropriate to include. working draft

48. 6. Course of action (DRAFT) Draft recommendations/conclusions Recommend MLA and MOUG issue [specific recommendations] jointly and request ongoing communication with OCLC. WorldCat Discovery offers a far less satisfactory interface than FirstSearch for music users. Ask OCLC to continue providing access to the FirstSearch interface until OCLC provides the functionality currently present in FirstSearch that would make WorldCat Discovery usable for music. working draft

49. I ♥ 700$t “What can I do?” I ♥ MOUG

50. While we still have FirstSearch…

51. OCLC Release updates Iterative process Mostly monthly Planned 1-2 months out “Large queue”  Product management [music recs here]  Support  Development (security, performance)

52. Release updates Typical changes  New features and enhancements  Bug fixes  New content (databases in Central Index)

53. http://www.oclc.org/support/services/discovery/release-notes.en.html

54. Get involved: OCLC Community Center http://www.oclc.org/community/home.en.html

57. Please leave me out of this. Gilbert Stuart (artist), and Pendleton‘s Lithography. John Adams, Second President of the United States, [1828?] Retrieved from the Library of Congress, https://www.loc.gov/item/96522259https://www.loc.gov/item/96522259

58. Questions/comments Rebecca Belford University at Buffalo rbelford@buffalo.edu