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Cataloging Landscape
              Update
RDA and LC Working Group on the
   Future of Bibliographic Control
                       Diane Baden
                         April 2008
Outline
 LC Working Group Report
  Background
  Why, Who, When, How
  What next
 RDA update
Background:
LC Bicentennial Conference




    http://www.loc.gov/catdir/bibcontrol/
LC Bicentennial Conference
(November 2000): Action Plan

1.   Increase the availability of standard records for selected Web
     resources.
2.   Enhance the access to and display of records for selected Web
     resources across multiple systems.
3.   Work collaboratively with metadata standards communities to
     improve bibliographic control of selected Web resources.
4.   Develop automated tools for extracting, creating, harvesting
     and maintaining metadata to improve bibliographic control of
     selected Web resources.
5.   Provide appropriate training/continuing education to improve
     bibliographic control of selected Web resources.
6.   Support research and development on emerging metadata
     standards and address the challenges of interoperability to
     improve bibliographic control of selected Web resources.
Background: Reports
 University of California: Rethinking How We Provide Bibliographic
 Services for the University of California (Dec. 2005)
   http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf

 Indiana University: A White Paper on the Future of Cataloging at
 Indiana University (Jan. 2006)
   http://www.iub.edu/~libtserv/pub/Future_of_Cataloging_White_Paper.pdf

 Karen Calhoun: The Changing Nature of the Catalog and its
 Integration with Other Discovery Tools (March 2006)
    http://www.loc.gov/catdir/calhoun-report-final.pdf
Background: Series
 http://www.loc.gov/catdir/cpso/series.html
 LC announces in April 2006 decision to
 cease creating series authority records
 No prior consultation or warning to library
 community
 Most LC series will be analyzed, classified
 separately, not traced (490)
Background:
LC Subject Headings

 http://www.loc.gov/catdir/cpso/pre_vs_post.html
 CPSO study on the use of pre-coordination in LCSH
 Recommendation to continue and simplify
 Creation of pre-coordinated authority records for
 machine manipulation
 Proposal to make LCSH freely available on the Web
LC Strategic Plan 2008-2013
 Goal: Expand and preserve in accessible
 form a unified and universal body of
 knowledge and creativity.
 Goal: Improve our internal and external
 customers’ experiences in seamlessly finding
 and using Library resources.
 Focus on digital resources, preservation,
 access to unique collections
LC Working Group on the
Future of Bibliographic Control
 http://www.loc.gov/bibliographic-future/
 Charge:
   Present findings on how bibliographic control and other
   descriptive practices can effectively support management
   of and access to library materials in the evolving
   information and technology environment
   Recommend ways in which the library community can
   collectively move toward achieving this vision
   Advise the Library of Congress on its roles and priorities
Meetings and Reports
 November 2-3, 2006: Inaugural meeting
 March 8, 2007: Users and Uses of Bibliographic
 Data
 May 9, 2007: Structures and Standards for
 Bibliographic Data
 July 9, 2007: Economics and Organization of
 Bibliographic Data
 November 13, 2007: Draft report
 January 10, 2008: Final report
Public Participation
 Background papers
 Written comments
 Public responses
 Summaries
 Webcasts
Introduction

“The future of bibliographic control will be collaborative,
   decentralized, international in scope, and Web-based. Its
   realization will occur in cooperation with the private sector,
   and with the active collaboration of library users. Data will be
   gathered from multiple sources; change will happen quickly;
   and bibliographic control will be dynamic, not static. The
   underlying technology that makes this future possible and
   necessary—the World Wide Web—is now almost two
   decades old. Libraries must continue the transition to this
   future without delay in order to retain their significance as
   information providers.”
Guiding Principles
 Redefine bibliographic control
   Beyond cataloging, distributed, connected
 Redefine the bibliographic universe
   Commercial, web-enabled, international
 Redefine the role of the Library of Congress
   Not the national library
Themes
 Economics: return on investment, incentives
 Standards: web, metadata
 Cooperation: vendors, publishers, international
 Collaboration: dividing the work
 Users: different needs, levels of access, search
 strategies
   “Discovery happens in places not created or controlled by
   libraries”—Bob Wolven, Columbia
 Research: more, faster, practical (value)
Recommendations
1.   Increase efficiency of bibliographic production and
     maintenance
2.   Enhance access to rare, unique, and other special
     hidden materials
3.   Position technology for the future
4.   Position community for the future
5.   Strengthen library and information science
     profession
Recommendation 1:
Efficient Bibliographic Production
 Eliminate redundancies
 Distribute responsibility for bibliographic
 record production
 Collaborate on authority record creation and
 maintenance
 Automation and batch manipulation
Recommendation 2:
Access to Special Collections
 Priority to cataloging rare and unique
 materials
 Integrate access tools (finding aids, etc.)
 Digitize for broader access
Recommendation 3:
Future Technology
 Web as infrastructure
 Improve standards development process
 Evaluate standards for ROI (make business
 case for RDA)
Recommendation 4:
Position for the Future
 Design for multiple users (people, vendors,
 systems)
 Test and implement FRBR
 Optimize and simplify LCSH
Recommendation 5:
Strengthen LIS Profession
 Build an evidence base to provide data
 Design LIS education for future needs
   Share educational materials freely online
   Develop sustainable continuing education
   program
Deanna Marcum at ALA Midwinter
 New ideas in report
   Incentives for sharing bibliographic data
   Examine economic models
   Internationalize authority files
 Controversial recommendations
   Priority to special collections
   More flexible metadata carrier (not MARC)
   Standards focus on ROI
   Suspend work on RDA
What Next for LC?
 LC forming groups to analyze and make recommendations
    Adopt now
    Adopt later
    Study more
    Do not adopt
 Pledge
    Respond in writing publicly to every recommendation by ALA
    Annual 2008
    Consult with library community about implications
    Meet periodically with Working Group to discuss progress
    Include a timetable and implementation plans in strategic plan
What Next for Us?
 Many recommendations assigned to “All”
   PCC
   OCLC
    WorldCat Local
    Next Generation pilot: ONIX-MARC
   ALCTS Task Group on the LC Working Group
   Report
 Lobby for increased funding for LC?
RDA Update
 Current status
   http://www.collectionscanada.gc.ca/jsc/
 LC plans
 Implementation timeline
 Getting ready
RDA: Current Status
 Work proceeding
 Committee of Principals (CoP) affirming support and
 coordinated implementation
 Reorganization to align with FRBR model (user
 tasks, entities, attributes, relationships)
 Drafts out for comment
 DCMI/RDA Task Force
 RDA/MARC Working Group
RDA: LC Plans
 Currently on hold pending analysis of
 recommendations in LCWG Report
 CoP encourages LC to continue work
 Joint Steering Committee meeting in April
RDA: Implementation Timeline
 Full draft: July 2008
 First release: early 2009
 Online prototype in early testing
 Implementation: late 2009
RDA: Getting Ready
 RDA Update Forums (ALA)
 ALCTS/CCS RDA Implementation Task Force
 FRBR and FRAD
 Monitor lists and blogs
   AUTOCAT
   RDA-L
     http://www.mail-archive.com/rda-l@infoserv.nlc-
     bnc.ca/maillist.html
 Training
“Future of Cataloging”
 Christine Schwartz, Cataloging Futures blog,
 recently summarized Roy Tennant's article, The
 New Cataloger, from 2006. He described what the
 future tasks of catalogers might look like:

   Working with a variety of non-MARC metadata
   Working with new cataloging tools
   Harvesting, the automated gathering of metadata
   Normalizing and enriching batches of metadata
   Quality control of automated processes
My Questions/Thoughts
 Staffing
   Past trend: fewer professionals, more support staff
   Now: easy tasks automated; controlled vocabularies,
   metadata, original cataloging of rare materials, data
   manipulation, etc., need higher skills

 Economics
   What is incentive for vendors to share proprietary data?
   Who will supply “incentives” in report for more
   collaboration?
   What will be the cost to individual libraries of LC’s
   withdrawal?
My Questions/Thoughts
 Who will coordinate all this collaboration?
 Future of the ILS
 Relationships, collections: it’s not about
 individual catalog records
Your Questions and Thoughts!

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Cataloging Landscape Update: RDA and LC Working Group on the Future of Bibliographic Control

  • 1. Cataloging Landscape Update RDA and LC Working Group on the Future of Bibliographic Control Diane Baden April 2008
  • 2. Outline LC Working Group Report Background Why, Who, When, How What next RDA update
  • 3. Background: LC Bicentennial Conference http://www.loc.gov/catdir/bibcontrol/
  • 4. LC Bicentennial Conference (November 2000): Action Plan 1. Increase the availability of standard records for selected Web resources. 2. Enhance the access to and display of records for selected Web resources across multiple systems. 3. Work collaboratively with metadata standards communities to improve bibliographic control of selected Web resources. 4. Develop automated tools for extracting, creating, harvesting and maintaining metadata to improve bibliographic control of selected Web resources. 5. Provide appropriate training/continuing education to improve bibliographic control of selected Web resources. 6. Support research and development on emerging metadata standards and address the challenges of interoperability to improve bibliographic control of selected Web resources.
  • 5. Background: Reports University of California: Rethinking How We Provide Bibliographic Services for the University of California (Dec. 2005) http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf Indiana University: A White Paper on the Future of Cataloging at Indiana University (Jan. 2006) http://www.iub.edu/~libtserv/pub/Future_of_Cataloging_White_Paper.pdf Karen Calhoun: The Changing Nature of the Catalog and its Integration with Other Discovery Tools (March 2006) http://www.loc.gov/catdir/calhoun-report-final.pdf
  • 6. Background: Series http://www.loc.gov/catdir/cpso/series.html LC announces in April 2006 decision to cease creating series authority records No prior consultation or warning to library community Most LC series will be analyzed, classified separately, not traced (490)
  • 7. Background: LC Subject Headings http://www.loc.gov/catdir/cpso/pre_vs_post.html CPSO study on the use of pre-coordination in LCSH Recommendation to continue and simplify Creation of pre-coordinated authority records for machine manipulation Proposal to make LCSH freely available on the Web
  • 8. LC Strategic Plan 2008-2013 Goal: Expand and preserve in accessible form a unified and universal body of knowledge and creativity. Goal: Improve our internal and external customers’ experiences in seamlessly finding and using Library resources. Focus on digital resources, preservation, access to unique collections
  • 9. LC Working Group on the Future of Bibliographic Control http://www.loc.gov/bibliographic-future/ Charge: Present findings on how bibliographic control and other descriptive practices can effectively support management of and access to library materials in the evolving information and technology environment Recommend ways in which the library community can collectively move toward achieving this vision Advise the Library of Congress on its roles and priorities
  • 10.
  • 11. Meetings and Reports November 2-3, 2006: Inaugural meeting March 8, 2007: Users and Uses of Bibliographic Data May 9, 2007: Structures and Standards for Bibliographic Data July 9, 2007: Economics and Organization of Bibliographic Data November 13, 2007: Draft report January 10, 2008: Final report
  • 12. Public Participation Background papers Written comments Public responses Summaries Webcasts
  • 13. Introduction “The future of bibliographic control will be collaborative, decentralized, international in scope, and Web-based. Its realization will occur in cooperation with the private sector, and with the active collaboration of library users. Data will be gathered from multiple sources; change will happen quickly; and bibliographic control will be dynamic, not static. The underlying technology that makes this future possible and necessary—the World Wide Web—is now almost two decades old. Libraries must continue the transition to this future without delay in order to retain their significance as information providers.”
  • 14. Guiding Principles Redefine bibliographic control Beyond cataloging, distributed, connected Redefine the bibliographic universe Commercial, web-enabled, international Redefine the role of the Library of Congress Not the national library
  • 15. Themes Economics: return on investment, incentives Standards: web, metadata Cooperation: vendors, publishers, international Collaboration: dividing the work Users: different needs, levels of access, search strategies “Discovery happens in places not created or controlled by libraries”—Bob Wolven, Columbia Research: more, faster, practical (value)
  • 16. Recommendations 1. Increase efficiency of bibliographic production and maintenance 2. Enhance access to rare, unique, and other special hidden materials 3. Position technology for the future 4. Position community for the future 5. Strengthen library and information science profession
  • 17. Recommendation 1: Efficient Bibliographic Production Eliminate redundancies Distribute responsibility for bibliographic record production Collaborate on authority record creation and maintenance Automation and batch manipulation
  • 18. Recommendation 2: Access to Special Collections Priority to cataloging rare and unique materials Integrate access tools (finding aids, etc.) Digitize for broader access
  • 19. Recommendation 3: Future Technology Web as infrastructure Improve standards development process Evaluate standards for ROI (make business case for RDA)
  • 20. Recommendation 4: Position for the Future Design for multiple users (people, vendors, systems) Test and implement FRBR Optimize and simplify LCSH
  • 21. Recommendation 5: Strengthen LIS Profession Build an evidence base to provide data Design LIS education for future needs Share educational materials freely online Develop sustainable continuing education program
  • 22. Deanna Marcum at ALA Midwinter New ideas in report Incentives for sharing bibliographic data Examine economic models Internationalize authority files Controversial recommendations Priority to special collections More flexible metadata carrier (not MARC) Standards focus on ROI Suspend work on RDA
  • 23. What Next for LC? LC forming groups to analyze and make recommendations Adopt now Adopt later Study more Do not adopt Pledge Respond in writing publicly to every recommendation by ALA Annual 2008 Consult with library community about implications Meet periodically with Working Group to discuss progress Include a timetable and implementation plans in strategic plan
  • 24. What Next for Us? Many recommendations assigned to “All” PCC OCLC WorldCat Local Next Generation pilot: ONIX-MARC ALCTS Task Group on the LC Working Group Report Lobby for increased funding for LC?
  • 25. RDA Update Current status http://www.collectionscanada.gc.ca/jsc/ LC plans Implementation timeline Getting ready
  • 26. RDA: Current Status Work proceeding Committee of Principals (CoP) affirming support and coordinated implementation Reorganization to align with FRBR model (user tasks, entities, attributes, relationships) Drafts out for comment DCMI/RDA Task Force RDA/MARC Working Group
  • 27. RDA: LC Plans Currently on hold pending analysis of recommendations in LCWG Report CoP encourages LC to continue work Joint Steering Committee meeting in April
  • 28. RDA: Implementation Timeline Full draft: July 2008 First release: early 2009 Online prototype in early testing Implementation: late 2009
  • 29. RDA: Getting Ready RDA Update Forums (ALA) ALCTS/CCS RDA Implementation Task Force FRBR and FRAD Monitor lists and blogs AUTOCAT RDA-L http://www.mail-archive.com/rda-l@infoserv.nlc- bnc.ca/maillist.html Training
  • 30. “Future of Cataloging” Christine Schwartz, Cataloging Futures blog, recently summarized Roy Tennant's article, The New Cataloger, from 2006. He described what the future tasks of catalogers might look like: Working with a variety of non-MARC metadata Working with new cataloging tools Harvesting, the automated gathering of metadata Normalizing and enriching batches of metadata Quality control of automated processes
  • 31. My Questions/Thoughts Staffing Past trend: fewer professionals, more support staff Now: easy tasks automated; controlled vocabularies, metadata, original cataloging of rare materials, data manipulation, etc., need higher skills Economics What is incentive for vendors to share proprietary data? Who will supply “incentives” in report for more collaboration? What will be the cost to individual libraries of LC’s withdrawal?
  • 32. My Questions/Thoughts Who will coordinate all this collaboration? Future of the ILS Relationships, collections: it’s not about individual catalog records
  • 33. Your Questions and Thoughts!