Professional Development

In the 'online catalogs' Category...

Webinar: RDA and OCLC

Friday, October 30, 2009 4:09 pm

On Oct. 30, Leslie attended a webinar hosted by OCLC, detailing OCLC’s preparations for the soon-to-be-released new cataloging rules, RDA (Resource Description and Access), which will succeed AACR2 (Anglo-American Cataloguing Rules), the standard that has been in place for the last 30 or so years.

A poll of webinar attendees, posing the question “How is your institution responding to RDA?”, produced the following responses: 200+ are presently reading material and attending sessions on RDA; 85 are waiting to see how others proceed; 3 are currently changing their cataloging practices; and a small number do not plan to implement RDA.

An attendee asked: Will libraries be forced (by OCLC) to adopt RDA? The answer: No, we can continue to enter data in AACR2 for the forseeable future. The presenters noted that, while RDA has proven controversial in the United States, it has been received more positively in the UK and Australia — prompting OCLC to proceed early with RDA development, to meet the demand of its international clientele.

The planned release date of the RDA online manual is November of 2009 (http://www.rdaonline.org/). In the six months following the manual’s release, a project to test the new rules will be conducted by the three U.S. national libraries (LC, the National Library of Medicine, and the National Agriculture Library). A group of test participants, representing libraries and archives of all types, as well as cataloging agencies (firms that provide cataloging for other institutions), will work with a core set of materials, representing all the major categories, plus other materials usual to the participating institutions, cataloging them in both AACR2 and RDA. Qualitative and quantitative feedback will be solicited, and the test results will be made public. OCLC presenters noted that, since the testers will be working in OCLC’s live production mode, we will see RDA records contributed to OCLC products such as WorldCat.

Catalogers will no doubt already be aware of the planned changes to the MARC21 record format, in preparation for RDA (http://www.loc.gov/marc/formatchanges-RDA.html). OCLC plans to make the new fields, codes, etc. available in Connexion (OCLC’s input interface for catalogers) before the testing period. Connexion users will be alerted in a future Technical Bulletin.

A webinar attendee asked if OCLC would be providing a new data-input template for RDA. While OCLC is currently working on an interface that incorporates RDA’s controlled vocabulary, the presenters noted that participants in the testing project would be working primarily with MARC21 records, and that “most of us will be working with MARC for some time to come.” They recommend that we follow the test reports, and wait for the results, before jumping in and implementing RDA.

A recording of the webinar will be posted on OCLC’s website (http://www.oclc.org/us/en/default.htm).

NCLA RTSS Spring Workshop

Monday, May 26, 2008 3:56 pm

RTSS 2008 - The Future of Bibliographic Control

At NCLA’s Resources & Technical Services Section’s Spring workshop, held this year on May 22 in Raleigh, the keynote speaker was Jose-Marie Griffiths, Dean of the Library School at Chapel Hill, and also a member of a working group charged by the Library of Congress to:

(1) Explore how bibliographic control (formerly known as cataloging, also including related activities) can support access to library materials in the web environment;

(2) Advise the Library of Congress on its future roles and priorities.

The group published its report, titled “The Future of Bibliographic Control”, in January of this year. It’s available on LC’s website: http://www.loc.gov/bibliographic-future/

Concerning the web environment, Giffiths began by noting that many users nowadays turn first to Google or some other web browser for their information needs; that despite the number of web-based library catalogs, there are still many separate library databases that are not accessible by a web search; that, due to the web’s worldwide reach, our users are increasingly diverse, using multiple venues (vendors, databases, social networking, etc); also, that bibliographic data now comes from increasingly diverse sources via the web; and that, as a result, bibliographic control must be thought of as “dynamic, not static”, and that the “bibliographic universe,” traditionally controlled by libraries, will in future involve “a vast field of players” (including vendors, publishers, users, even authors/creators themselves).

As for LC’s role, the report reminds us that LC’s official mandate is to support the work of Congress. It has never been given any official mandate — and most importantly, the funding — to be a national library, providing the kinds of services (cataloging, authority control, standards) for the nation’s other libraries that national libraries typically do. Of course, over the years LC has become a de facto national library, providing all the above services, upon which not only American libraries but libraries worldwide rely heavily. As this unfunded mandate is rapidly becoming unsustainable, pressures are building to “identify areas where LC is no longer the sole provider” and create partnerships to distribute the responsibility for creating and maintaining bibliographic data more widely (among other libraries, vendors, publishers, etc.); also, to review current LC services to other libraries with an eye to economic viability, or “return on investment.”

To achieve these aims (exploiting the web environment, and sharing responsibility), the working group offers 5 recommendations:

(1) Increase efficiency in producing and maintaining bibliographic data. Griffiths noted that duplicated effort persists not so much in creating bib records nowadays (thanks to OCLC and other shared databases), but in the subsequent editing and maintaining of these records: many libraries do these tasks individually offline. Proposed solutions: recruit more libraries into the CCP (Cooperative Cataloging Program, those other large research libraries that contribute LC-quality records to OCLC). Convince OCLC to authorize more libraries to upgrade master records (the ones we see when we search) in the OCLC database. Also, exploit data from further upstream: Publishers and vendors create bib data before libraries do. Find more ways to import vendor data directly into library systems, without library catalogers having to re-transcribe it all. (This may cause some of us who’ve seen certain vendor records in OCLC to blanch; however, the Working Group’s report adds: “Demonstrate to publishers the business advantages of supplying complete and accurate metadata”[!]). Similarly, recruit authors, publishers, abstracting-and-indexing services, and other communities that have an interest in more precisely identifying the people, places, and things in their files, to collaborate in authority control. Team up with other national libraries to internationalize authority records.

(2/3) Position our technology, and the library community, for the (web-based) future. We need to “integrate library standards into the web environment.” Proposed solutions: Ditch the 40-year-old MARC format (only libraries use it), and develop a “more flexible, extensible metadata carrier [format]“, featuring “standard” “non-language-specific” “data identifiers” (tags, etc.) which would allow libraries’ bib data to happily roam the World Wide Web, and in turn enable libraries to import data from other web-based sources. Relax standards like ISBD (the punctuation traditionally used in library bib records) to further sharing of data from diverse sources. “Consistency of description within any single environment, such as the library catalog, is becoming less significant than the ability to make connections between environments, from Amazon to WorldCat to Google to PubMed to Wikipedia, with library holdings serving as but one node in this web of connectivity.” Incorporate user-contributed data (like we see in Amazon, LibraryThing, etc.) that helps users evaluate library resources. Take all those lists buried in library-standards documentation - language codes, geographical codes, format designators (GMDs), etc. - and put those out on the web for the rest of the world to use. Break up those long strings of carefully-coordinated subdivisions in LC subject headings (”Work — Social aspects — United States — History — 19th century”) so they’ll work in faceted systems (like NC State’s Endeca) that allow users to mix-and-match subdivisions on their own. (This is already generating howls of protests from the cataloging community, with counter-arguments that the pre-coordinated strings provide a logical overview of the topic — including those aspects the user didn’t think of on their own.) The Working Group supports development of FRBR (Functional Requirements for Bibliographic Records, a proposed digital-friendly standard), but like many in the library community, remains skeptical of RDA (Resource Description and Access, another proposed standard meant to bring the Anglo-American Cataloging Rules into the digital age) until a better business case can be made for it: “The financial implications … of RDA adoption … may prove considerable. Meanwhile, the promised benefits of RDA — such as better accommodation of electronic materials, easier navigation, and more straightforward application — have not been discernible in the drafts seen to date…. Indeed, many of the arguments received by the Working Group for continuing RDA development unabated took the form of ‘We’ve gone too far to stop’ or ‘That horse has already left the barn,’ while very few asserted either improvements that RDA may bring or our need for it.”

(4) Strengthen the profession. Griffiths noted that in many areas we lack the comprehensive data we need for decision-making and for cost-benefit analysis. We need to build an evidence base, and “work to develop a stonger and more rigorous culture of formal evaluation, critique, and validation.”

(5) Finally, with the efficiencies gained from the above steps, LC and other libraries will be able to devote more resources to cataloging and digitizing their rare and unique materials. The Working Group feels that enhancing access to more of these “hidden materials” should be a priority.

Griffiths shared with us LC’s immediate reactions to the Working Group’s report. The concepts of shared responsibility, and of accepting data from multiple sources, were “expected.” More controversial were the shifting of priorities to rare materials; the relinquishing of the MARC format; and the focus on return-for-investment in assessing standards, such as RDA.

LC’s final decisions regarding the Working Group’s recommendations are expected to be announced this summer.

Day 2 at NISO Forum

Friday, April 4, 2008 10:12 am

Here are some highlights from day two of the NISO conference.

Day two began with a talk by OhioLINK’s Assistant Director for New Service Development, Peter Murray on Discovery Tools and the OPAC. In describing next generation functions/features of online catalogs, Murray referenced Marshall Breeding’s article on next generation library catalogs which appeared in the July/August 2007 issue of Library Technology Reports. These next generation functions/features include:

  1. Suggested search modifications (ex. Google’s “Did you mean..?”)
  2. Faceted browsing—Post-search limiting possibilities on the screen for users. One can limit or broaden their initial search without having to start the search over from scratch.
  3. Persistent URLs/Permalinks—Wouldn’t it be nice if URLs lasted a long time to items in the catalog, even to searches.
  4. Syndication feeds (RSS)—What’s out there that is new about this search? Are there comments from others?
  5. User-supplied tagging—Users apply their own vocabulary so they can get back to an item later.
  6. User-supplied annotations—Comments, reviews, edits to underlying bibliographic record. Allows users to make changes in wiki-like fashion.
  7. Book covers—Makes catalog screen look pretty.
  8. Recommendation engines—”If you like this item…” “Users who checked out this item looked at these titles as well.”
  9. Social networking tools—Users want to reflect categorization and interests post URL to get back.

He then showed several libraries’ catalogs who are utilizing next generation OPAC tools (ex. AquaBrowser, Innovative’s Encore, Ex Libris’ Primo, WorldCat Local, Blacklight, fac-back-opac, Scriblio, VuFind).

Murray is also a blogger known as the Disruptive Library Technology Jester. The catalog examples that he used in his presentation utilizing next generation OPAC tools can be seen in an entry on his blog.

After his presentation, several people were concerned with how libraries would deal with spam or objectionable comments. In opening up our catalogs, libraries are opening themselves to possible negative consequences. This adds on the responsibility of policing our system but, there are tools for underlying blog technology systems such as Akismet and Big Brother which can be applied. Dinah Sanders, a Senior Product Manager with Encore, Innovative Interfaces, commented that libraries who utilize Encore, their patrons who wish to leave comments or ratings must login into their patron record; this eliminates much of the problem because the library knows who you are.

Dinah Sanders presented on Changing Patron Expectations and the Discovery Landscape. She spoke about iterative searching (i.e. berry picking model) in catalogs. Specifically, on how catalogs should be able to remove dead ends and provide alternative paths to the precise items to which a user is interested; people come to the library to find, not to search. By utilizing features such as relevance ranking, faceted searching, tags, and regional borrowing options, catalogs can take users from discovery to delivery plus. Users have high expectations, and they want libraries to provide the same level of search success without the resources of Google. They want rich content like Amazon, faceted browsing, Web 2.0 capabilities, and the ability for community participation. She felt that community tagging of library resources in catalogs will become popular with the academic community and take off. By libraries collecting tags in their catalogs, it in essence is capturing part of the dialogue of an academic community and demonstrates the knowledge and utilization of community users. We can enrich our collections by embracing community reviews and ratings as well. As an example she indicated that for a specific title that a faculty member has on reserve, the library could request him or her to contribute a brief explanation on why this work is critical to the discipline being studied. Because these reviews are not coming from strangers on Amazon, they may be more meaningful to the community.

Ms. Sanders also commented on her recent experience at SXSW Interactive, a web technology conference. SXSW is where one goes to find out what’s happening on the leading edge of technology; its focus is not just on the how, but the why. At this year’s conference, she said strong themes emerged that were indicative of change in libraries and standards. A few of them are listed below:

  1. We are all publishers—Roll over Gutenberg, tell McLuhan the news (the name of an actual presentation at this year’s SXSW conference according to Ms. Sanders).
  2. The social web—Work and play are done collaboratively. We build networks of trust.
  3. The back channel—“The web doesn’t shut up just because you have”—a quote from Jason Fried. There is a profound culture of mentorship people look to for information (ex. Meebo, Twitter, getsatisfaction.com). Traditional hierarchal authority is not trusted, and authenticity and time are playing roles where people are putting their trust.
  4. Cultivating emotional engagement—Tools should make me happy.
  5. Pace of change—Last Web 2.0 conference is nearing.

Michael Winkler, Director of Information Technologies & Digital Development at the University of Pennsylvania, discussed the development of PennTags, a community tagging application. He spoke about educational applications being built around the masses; people are contributing, not just passively consuming. PennTags allow users to not only tag items in the online catalog but to annotate resources as well.

ResearchBlogging.org, another interesting discovery tool presented, began as a means to identify individual blogspots that are valuable sources of information to researchers in the social and hard sciences. It’s a way for bloggers to find and showcase their serious posts about peer-reviewed research. The categories of psychology and biology have the most posts. All users must create an account, and when posting to the blog they must create a formal citation either manually or enter a DOI about the research to which they are referencing.

I learned much at this conference, but the one thing that stands out most in my mind is that library catalogs can be so much more than what they are. If we want to be the first place of discovery for our users, then we need to build a better catalog utilizing the new tools that are available. In “Googlizing” and “Amazoning” our catalogs, standards will need to be developed for tagging and reviewing/rating resources (i.e. What does a 1 or a 5 mean on a 1-5 scale?). In conclusion, library catalogs can be a means to enrich an academic community’s dialogue and at the same time make discovery for our users less challenging and information delivery more rewarding.


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