[PPT] - OCLC Users Group Meeting 2012 June 17 David Whitehair and Cynthia PowerPoint Presentation

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OCLC Users Group Meeting

2012 June 17

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David Whitehair and Cynthia Whitacre

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Welcome, Jack!

Jack B. Blount

5th President and CEO OCLC Effective July 1, 2012

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WorldCat Growth since 1978

39 41 44 47 50 52 55 61 67 86 108 139 197 236 264 50 100 150 200 250

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Millions of records

As of 27 April 2012

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Multilingual WorldCat

Percentage of records for non- English materials

April 2012

60.15%

Total Records English German French Spanish Japanese Chinese Dutch Italian Russian Latin 262.3 m 104.5 m 34.9 m 24.9 m 11.0 m 7.9 m 6.4 m 4.3 m 4.2 m 3.5 m 3.5 m

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Non-Latin Scripts in WorldCat

June 2010 June 2011 June 2012 Arabic script 506,748 583,724 832,050 Bengali script 238 339 434 CJK script 7.5 million 12.5 million 13.5 million Cyrillic script 398,128 492,204 673,946 Devanagari script 2,134 2,839 3,776 Greek script 38,254 48,232 61,660 Hebrew script 1,048,483 1,182,013 1,570,095 Tamil script 35,170 40,051 43,116 Thai script 10,870 140,788 230,191

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Shared infrastructure to manage and share resources across libraries and across communities. Shared data about the world’s libraries. Find and get it.

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WorldShare Metadata – coming soon!

Collection management and record management

functionality with platform Web services coming over the next three years

Complete metadata management for physical, licensed,

and digital resources across multiple formats

Integrated with other WMS components such as WorldShare

Acquisitions and WorldShare Circulation; also works with traditional integrated library systems (ILS)

Initial collection management functionality in pilot; coming

later in 2012

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Connexion client 2.40

Released March 2012; must upgrade by October 1, 2012
Enhancements
RDA workforms
RDA Toolkit IP authentication
Classify Web service
Ready for GLIMIR
New macro commands and macros
See

http://www.oclc.org/connexion/interface/client/enhancemen ts/recent.htm

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GLIMIR displays

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http://www.oclc.org/us/en/services/ cataloging/presentations.htm

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RDA Implementation & OCLC

Connexion Client Changes
MARC Update including new fields & subfields
Policy Issues
Training

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RDA Toolkit Links in Client

Option to use your IP Authentication to enable login for

RDA Toolkit field descriptions

Select the option under Tools/Options/RDA (Screen-shot on

next slide)

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RDA Toolkit link and RDA Workforms

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RDA Books Workform

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RDA Personal Name Authority Workform

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MARC Update 2012

Installed: mid May 2012
Includes MARC Update No. 13 (dated September

2011), MARC Update No. 14 (dated April 2012) as well as code list additions and changes published since August 2011.

Documentation: Technical Bulletin 261

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MARC Update 2012: New Fields/Subfields

New fields for bibliographic records: 264, 344, 345, 346,

347, 377

New fields for authority records: 368, 378
New subfields in bibliographic: 041 Language codes, 084

Assigning Agency, 340 Physical Medium

New subfields authority & bibliographic: 034 & 043 Authority

Record Control Number/Standard Number, 382: Medium of Performance, 383 Numeric Designation of Musical Work

New subfield, authority records: 377 Associated Language

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RDA Policy Issues

Current OCLC policy statement is still in place: http://www.oclc.org/us/en/rda/policy.htm Discussion paper (Incorporating RDA practices into WorldCat): http://www.oclc.org/us/en/rda/discussion.htm This paper was posted for about a 2 month comment period which ended April 15. 40+ comments were received and have been compiled. We are analyzing them. Result: A policy statement that will replace the one above, issued sometime later this year.

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RDA Policy Issues (Slide 2)

NO ONE WILL BE REQUIRED TO DO ORIGINAL CATALOGING

ACCORDING TO RDA

OCLC proposes allowing anyone to change records created

under previous codes to RDA beginning after March 31, 2013.

All headings, when controlled, will be in accord with

authority file (so will be RDA when that change happens)

Scope: Records with cataloging language of English (040 $b

eng)

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RDA Policy Issues: Changes to Existing records

Allow addition of Content/Media/Carrier type (336/337/338

fields) to any bibliographic records

Allow additional access points
Spell out abbreviations in non-transcribed fields (e.g. spell
ut “p.” to “pages” & “ill.” to “illustrations” in 300)
Change Latin abbreviations to RDA spelled out English

equivalents (e.g. “[publisher not identified]” instead of “[s.n.]”, “approximately” instead of “ca.”)

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RDA Policy Issues: Controversy?

Overwhelmingly positive and thoughtful comments
Most controversial: proposal to delete GMD from 245 when

adding 336/337/338 fields to AACR2 records

We do want to do this in WorldCat, but will delay this for a

yet to be determined period of time --- mainly a display issue for local systems

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RDA Training

Look for a Free Webinar from OCLC regarding policy issues

after the final OCLC RDA policy paper is released later in 2012

OCLC is relying on training partners (Amigos, MCLS,

Minitex, etc.) to provide “how to” RDA training. Training

ffered by training partners is listed in the training portal
n the OCLC web site:

http://training.oclc.org/1

Others offering training: ALCTS, LC, RDA toolkit training by

ALA publishing, regional groups

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WorldCat Quality update

Projects of note (current & future):

VIAF
Non-Latin script matching in batchload
Additional non-Latin scripts for cataloging
Controlling more headings WorldCat

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VIAF: Virtual International Authority File

Now an OCLC production service available at:

http://viaf.org/

22 agencies from 19 countries have contributed

data

National Library of Israel is a participant

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VIAF: Virtual International Authority File

Specifically, VIAF:

Links national and regional-level authority records,

creating a cluster record for each unique name

Expands the concept of universal bibliographic control by

(1) allowing national and regional variations in authorized form to coexist; and (2) supporting needs for variations in preferred language, script and spelling

Plays a role in the emerging Semantic Web

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VIAF screen search results

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Non-Latin Scripts

Matching: Key initiative for next fiscal year is to enable more matching functionality on non-Latin scripts for both batchloading and DDR Additional Scripts: OCLC is making plans to add additional scripts during fiscal year 2013, including support for some African scripts.

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Controlling more headings in WorldCat

In December 2011, OCLC started implementing a project to apply a “Control All Headings” type functionality to WorldCat bibliographic records. This process is applied in two separate simultaneous workflows to:

1. The entire WorldCat database of existing master bibliographic records

as capacity allows, starting slowly and ramping up

2. Both newly added and changed/replaced master bibliographic records
n a daily schedule, including records added/replaced online and via

batchload This is referred to as Daily Journal processing. The symbol OCLCO is added to 040 field in ǂd to identify records that have headings controlled or modified by this process.

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Standalone heading control software

For more information see: http://www.oclc.org/us/en/news/announcements/2012/anno uncement1.htm The project is being done in response to member priorities:

“In the research that led to the publication of Online Catalogs:

What End Users and Librarians Want library staff who use WorldCat ranked the need for increased accuracy in name and subject headings as a highly desired improvement.

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Stand-alone controlling software

Both the stand-alone and online controlling functionality will:

Attempt to control qualified personal names (personal names that

include ǂb, ǂc, ǂd, and/or ǂq), including cases when the heading is linked to non-Latin script

Block the automated control of a heading to an undifferentiated

authority record, automated tag flips, split headings, and unqualified personal names

Expand dates for candidate personal name headings
Partially control series fields and automatically append ǂv when

present

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Stand-alone controlling software

In addition to controlling headings, the stand-alone incorporates some updating functionality. It will:

Un-control incorrectly controlled 6xx fields
Un-control descriptive headings when ǂb 040 is present and not equal

to eng

Apply updates to previously controlled heading text
Select types of previously partially controlled headings and apply

additional controlling

Update previously controlled headings with incorrect punctuation

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Progress to date (12/7/11 through 4/20/2012)

Number of bibliographic records updated: 97,237 From these records:

Headings fully controlled

37.85%

Headings partially controlled

10.39% Number of controlled Headings 2011 June 30: 57,105,480 Number of controlled Headings 2012 March 31: 62,667,269 This is a 9.74% growth in number of controlled headings

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Handling of headings containing inappropriate geographic subdivisions

Stand-alone software If a heading is fully controlled and no element of the heading can be geographically subdivided, the geographic subdivision will be deleted from the heading

Incoming heading: 650 [blank] 0 Crime in mass media ǂz United States. Changed to: 650 [blank] 0 Crime in mass media.

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Handling of headings containing inappropriate geographic subdivisions

Connexion (Browser and all versions of the Client) No changes to current functionality; the Control Headings window will open with the inability to append the geographic subdivision to the heading

NOTE: If a heading is fully controlled and incorrectly includes a geographic subdivision, the heading must be uncontrolled before the controlling functionality can re-evaluate the heading.

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