Yo u b e the sta r we ll sta y Ba c ksta g e My na me is Ma - - PDF document

Yo u b e the sta r… we ’ ll sta y Ba c ksta g e

My na me is Ma ritta Co ppie te rs, a nd I a m the Vic e Pre side nt fo r Bib lio g ra phic Se rvic e s a t Ba c ksta g e L ib ra ry Wo rks. We a ppre c ia te the o ppo rtunity to pre se nt the re sults o f the RDA T e st a t Ba c ksta g e .

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I’ve never heard of Backstage!

Ba se d in Provo, UT

a nd Be thle he m, PA

Provide s profe ssiona l & te c hnic a l se rvic e s to

libra rie s, muse ums, a nd a rc hive s… inc luding :

Dig itiza tion & me ta da ta Mic rofilming , stora g e , duplic a tion Authority Control (a utoma te d & ma nua l) Bibliog ra phic Se rvic e s: re c la ssific a tion,

re trospe c tive c onve rsion, & c a ta log ing

So me o f yo u mig ht no t b e fa milia r with Ba c ksta g e . We a re a me dium-size d, priva te ly o wne d c o mpa ny with o ffic e s in Uta h a nd Pe nnsylva nia . We pro vide pro fe ssio na l a nd te c hnic a l se rvic e s to c ultura l institutio ns, prima rily lib ra rie s, b ut a lso muse ums a nd a rc hive s. Our a re a s o f se rvic e invo lve Dig itiza tio n & re la te d me ta da ta ; Mic ro filming , mic ro film sto ra g e , a nd mic ro film duplic a tio n; Autho rity c o ntro l & o the r a uto ma te d b ib lio g ra phic wo rk; a nd ma nua l b ib lio g ra phic se rvic e s, inc luding re c la ss, re tro -c o n, a nd c a ta lo g ing .

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Some background…

Bibliog ra phic Se rvic e s De pa rtme nt, 2010

 37 F

T E (6 manage r s, 6+25 te am le ade r s + te c hnic ians/ c ataloge r s)

 4+16 re trospe c tive c onve rsion/ c opy c a ta log ing , 2+9 c opy/ origina l c a ta log ing

 9 ac tive c ontr

ac t c ataloge r s

 49 c lie nts  711,248 c ataloging transac tions

 263,177 ite ms c opy c a ta log e d a s- is or

c a r ds ke ye d a s or igina l r e c or ds

 279,022 re c ords manua lly re c la ssifie d  150,431 ite ms he a vily e dite d c opy or

• r

ig ina l c a ta log ing

 18,618 ite ms physic a lly proc e sse d (se c urity strips, spine la be ls, ba r

c ode s, e tc )

 22 language s, inc luding E

ur

• pe an, Sc andinavian, JACKPHY

 Monog r

a phs, e books, se r ia ls, pamphle ts, AV me dia , we bsite s

 $1.5 million se rvic e ope ration

L e t me g ive yo u so me b a c kg ro und o n the size a nd sc o pe o f the wo rk we do in o ur de pa rtme nt a t Ba c ksta g e . At the e nd o f 2010, o ur de pa rtme nt ha d the e quiva le nt o f 37 F T e mplo ye e s; six o f tho se a re in ma na g e me nt po sitio ns, myse lf inc lude d. T he o the r 31 a re invo lve d in the pro duc tio n a spe c ts o f o ur wo rk, with 6 te a m le a de rs supe rvising a nd q ua lity c he c king the wo rk o f 25 te c hnic ia ns a nd c a ta lo g e rs (yo u c a n se e the b re a kdo wn o f the re tro -c o n te a ms vs. the c a ta lo g ing te a ms; a ll te a ms a re tra ine d fo r re c la ssific a tio n). I n a dditio n to o ur in-ho use sta ff, we c urre ntly ha ve 9 a c tive pro fe ssio na l c o ntra c t c a ta lo g e rs a ro und the c o untry a nd the wo rld. I n 2010 we ha d 49 c lie nts with a c tive pro je c ts, ra ng ing fro m a c a de mic a nd pub lic lib ra rie s to pub lishe rs a nd muse ums. T he se rvic e s we pro vide d to tho se c lie nts inc lude d o ve r 700K c a ta lo g ing “tra nsa c tio ns.” I ’ ve b ro ke n the m do wn fo r yo u he re . Ove r 250K se a rc he s fo r a s-is c o py, o r re tro spe c tive c o nve rsio n re c o rds c re a te d ; We ma nua lly re c la sse d 275K re c o rds (this is typic a lly fro m De we y to L C); 150K re c o rds we re e ithe r fully e dite d c o py c a ta lo g ing o r o rig ina lly c a ta lo g e d ; a nd 18K ite ms we re physic a lly pro c e sse d. (We ha ve n’ t tra ditio na lly do ne muc h physic a l pro c e ssing , b ut this numbe r is o n the rise .) I n a dditio n, we sc a nne d 1.5 millio n c a ta lo g c a rds, a nd so rte d o ut 600,000 a dde d e ntry c a rds fro m ma in e ntry c a rds b e fo re pro c e ssing . We ha ndle d ma te ria l in multiple la ng ua g e s a nd fo rma ts.

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The RDA test, by Backstage

 1 manage r

(20 ye ars AACR e xpe rie nc e )

 2 novic e c ataloge r

s (le ss than 1 ye ar AACR2 e xpe r ie nc e )

 2 e xpe r

ie nc e d c ataloge r s (10- 15 ye ar s AACR2 e xpe r ie nc e )

 RDA Common Se t (25 or

igina l, 5 c opy)

 Cataloge d by novic e c ataloge r

s pe r RDA T e st instruc tions: e a c h c ata log e r c a ta log e d ha lf the re c ords in R DA, ha lf the re c ords in AACR2

 Ca ta log e d by e xpe rie nc e d c a ta log e rs using a lte rna te instruc tions: e a c h

c a ta log e r c a ta log e d ha lf the re c ords twic e , onc e in RDA, onc e in AACR2

 RDA E

xtra Se t (102 orig ina l a nd c opy re c ords)

 25 e books (c our

te sy of e br a r y)

 25 e books (c ourte sy of Prima ry Sourc e Me dia , a n imprint of Ga le )  10 print se ria ls & 2 Chine se se ria ls (c ourte sy of Bowdoin c olle g e )  10 CDs, 5 DVDs (c ourte sy of Unive r

sity of Wyoming )

 25 misc e lla ne ous monog ra phs & se ria ls (fr

• m the Bac kstage in- house libr

ar y)

Obvio usly RDA will a ffe c t the wo rk we pe rfo rm a t Ba c ksta g e , just a s it will a ffe c t yo ur lib ra ry. We we re ve ry e xc ite d to b e invite d to b e pa rt o f the fo rma l RDA te st a nd de c ide d to invo lve sta ff a c ro ss diffe re nt e xpe rie nc e le ve ls. We se le c te d a n ML S ma na g e r with a lo t o f c a ta lo g ing e xpe rie nc e , who b e c a me o ur prima ry RDA tra ine r; we tra ine d two b ra nd ne w c a ta lo g e rs, a nd we tra ine d two e xpe rie nc e d c a ta lo g e rs. T he te st re quire d tha t a t le a st two c a ta lo g e rs c a ta lo g the “c o mmo n se t,” ha lf in AACR2 a nd ha lf in RDA (o ne pe rso n c a ta lo g the ite m in AACR2, the

• the r pe rso n c a ta lo g it using RDA).

Our ne w c a ta lo g e rs ha ndle d the c o mmo n se t re c o rds, pe r the te st instruc tio ns. Our e xpe rie nc e d c a ta lo g e rs ha ndle d the c o mmo n se t re c o rds diffe re ntly. We wa nte d to e limina te va ria nc e s b e twe e n the re c o rds tha t mig ht o c c ur na tura lly if two pe o ple c a ta lo g the sa me ite m, so we ha d o ur e xpe rie nc e d c a ta lo g e rs c a ta lo g the ir c o mmo n se t title s twic e (o nc e in RDA, o nc e in AACR2). T he se re c o rds we re no t c o nside re d pa rt o f the te st a nd we re no t sub mitte d with o ur te st re sults. I n a dditio n, the te st re quire d a t le a st 25 ite ms c a ta lo g e d using RDA rule s fro m o ur c urre nt wo rk flo w – c a lle d the “E xtra Se t.” We se le c te d 25 ite ms fro m o ur c urre nt c usto me rs fo r e a c h c a ta lo g e r fo r o ur e xtra se t – the se we re a mix o f e b o o ks (we do a lo t o f e b o o k c a ta lo g ing ) a nd print o r me dia ite ms.

Training

 F

RBR studie s – L C broc hure s, we bsite s, blogs

 L

C We bc a sts from “T ra in the T ra ine r” (AL AMW ‘10)

 Othe r L

C doc ume nta tion & tools

 Othe r L

ibra r ie s’ Doc ume nta tion (BYU, U. Chic a g o)

 Group se tting : re a d, study, re turn & disc uss  Pra c tic e r

e c ords with fe e dba c k

 E

xa mple re c ords in OCL C (we tra ine d in Oc tobe r a nd c a ta log e d in Nove mbe r)

Assumptions & Realities

Assumption: Ca ta log ing in RDA will be more e xpe nsive tha n c a ta log ing in AACR2.

• 1. So ma ny options, will ha ve to le a rn diffe re nt

spe c s for diffe re nt institutions

• 2. Re la xe d re stric tions me a ns more me ta da ta

will be input into re c ords

• 3. Upg ra ding AACR2 c opy to RDA

I c a me into the te st with a list o f so me a ssumptio ns & the o rie s tha t I wa nte d to e xplo re . I n the inte re st o f time , I ’ m o nly g o ing to to uc h o n o ne o f tho se a ssumptio ns fo r yo u – I b e lie ve it is the mo st impo rta nt fo r o ur o rg a niza tio n to a ddre ss. I c o nfe ss tha t I b e lie ve d tha t imple me nting RDA wo uld re sult in inc re a sing pric e s fo r o ur c a ta lo g ing se rvic e s. Why did I fe e l tha t wa y? We ll, first, I c o uld se e tha t RDA a llo we d fo r mo re o ptio ns tha n AACR2. T his wo uld me a n tha t

• ur c a ta lo g ing sta ff wo uld ha ve to ke e p stra ig ht a ll the diffe re nt se ts o f

spe c ific a tio ns fo r a ll o ur c lie nts, a nd tha t wo uld ta ke time a nd c a utio n. Ne xt, I a ntic ipa te d tha t o ur c lie nts wo uld ta ke a dva nta g e o f the re la xe d re stric tio ns a nd wo uld re q uire e ve n mo re me ta da ta b e input; fo r e xa mple , a dding mo re na me s to b ib re c o rds, a nd a dding re la tio nship te rms, wo uld b e a n inc re a se in the time (=c o st) o f c a ta lo g ing . And I tho ug ht tha t o ur c lie nts wo uld wa nt us to upg ra d e AACR2 re c o rds to RDA, whic h wo uld a dd to the c o st o f c o py c a ta lo g ing .

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Assumptions & Realities

Assumption: Ca ta log ing in RDA will be more e xpe nsive tha n c a ta log ing in AACR2.

• 1. So ma ny options: we will ha ve to le a rn

diffe re nt spe c s for diffe re nt institutions (will ma ke our proc e ss more e xpe nsive ) F inding : T e nta tive ly F a lse (We ’re a lre a dy doing this with AACR2.)

So le t’ s lo o k a t the se o ne a t a time a nd re po rt o n wha t we fo und during the te st. F irst, with RDA, o ur c lie nts wo uld ha ve so ma ny o ptio ns, we wo uld spe nd a g re a t de a l o f time ma na g ing a ll the diffe re nt c a ta lo g ing pro file s. We a c tua lly de c ide d tha t this is like ly fa lse (a ltho ug h I ha ve n’ t se e n e no ug h c lie nt Po lic y Sta te me nts ye t to fe e l c e rta in). We re a lize d tha t c urre ntly mo st

• f o ur c lie nts do fo llo w L

CRI , b ut o the rs a lre a dy ha ve the ir o wn po lic ie s a nd pra c tic e s, so tha t we a lre a dy do ha ve c ha lle ng e s with c a ta lo g e rs re me mb e ring wha t is a c a ta lo g ing rule a nd wha t is a c lie nt pre fe re nc e . I e xpe c t tha t the se va ria nc e s fro m c lie nt to c lie nt will c o ntinue using e ithe r RDA o r AACR2, a nd will ha ve to b e mitig a te d in a ny c a se (fo r e xa mple , we ’ ve fo und tha t it’ s he lpful fo r us to no t switc h c a ta lo g e rs b e twe e n pro je c ts if po ssible , b ut whe n a t a ll po ssible ha ve the sa me c a ta lo g e r wo rk

• n the sa me c lie nt’ s ma te ria ls).

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Assumptions & Realities

Assumption: Ca ta log ing in RDA will be more e xpe nsive tha n c a ta log ing in AACR2.

• 2. Re la xe d re stric tions me a ns more me ta da ta

will be input into re c ords F inding : T e nta tive ly T rue L ibra rie s c a n opt for a minima l le ve l of c a ta log ing , re duc ing c osts – but not like ly

I a lso wo nde re d if RDA c a ta lo g ing , b y re la xing re stric tio ns o n the a mo unt o f da ta re quire d fo r re c o rds, wo uld me a n tha t c a ta lo g e rs wo uld b e inputting mo re info rma tio n a nd the re b y ra ising pric e s - think o f the re la xa tio n o f the Rule o f 3, fo r e xa mple – no w we c o uld b e inputting ma ny mo re na me s tha n 3. Wha t we fo und wa s c o nflic ting . While RDA g a ve mo re o ptio ns to o ur c lie nt lib ra rie s tha n the y we re a ffo rde d unde r AACR2, the lib ra ry c o uld in fa c t c ho o se to fo llo w a le ss e xpe nsive o ptio n (mo re minima l), whic h mig ht in the o ry lo we r the ir c a ta lo g ing c o sts. My e xpe c ta tio n, ho we ve r, is tha t in the inte re st o f b e tte r se rving the ir pa tro ns a nd use rs, lib ra rie s will le a n to wa rds inc re a se d a c c e ss thro ug h inc re a se d de sc riptio n, a nd will te nd to wa rds MORE c a ta lo g ing – no t le ss. Our c a ta lo g e rs in the te st c o nfirme d tha t the y we re a dding mo re me ta da ta with RDA tha n with AACR2.

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Assumptions & Realities

Assumption: Ca ta log ing in RDA will be more e xpe nsive tha n c a ta log ing in AACR2.

• 3. Upg ra ding AACR2 c opy to RDA

F inding : T e nta tive ly F a lse Ma ny institutions indic a te d tha t the y would a c c e pt AACR2 c opy a s- is, e ve n in a n R DA c a ta log ing e nvironme nt.

I a ssume d tha t o ur c lie nts wo uld wa nt us to upg ra de AACR2 c o py to RDA. T his a ssumptio n c o me s fro m the a mo unt o f c o py e diting a nd ve rific a tio n tha t we c urre ntly do fo r o ur c lie nts – mo st o f o ur c lie nts re quire full e diting o f c o py re c o rds. Se ve ra l o f the te st institutio ns, ho we ve r, indic a te d during the te st tha t the y wo uld a c c e pt c o py re c o rds a s-is, whe the r the institutio n use d RDA o r AACR2, a nd whe the r the c o py re c o rds we re RDA o r AACR2.

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Assumptions & Realities

Assumption: Ca ta log ing in RDA will be more e xpe nsive tha n c a ta log ing in AACR2. Unfor e se e n c ost: Slowdown in c a ta log ing due to la c k of tools & e xa mple s a nd diffic ulty se a rc hing &

• rg a niza tion of the RDA T
• olkit.

T he re a l slo w-do wn (the re fo re c o st) tha t we fo und in o ur RDA e xpe rie nc e re la te d to the RDA T

• o lkit, no t the rule s. AACR2 ha s a lo ng histo ry a nd is

quite tie d in with MARC fo rma t. At Ba c ksta g e we ha ve a to o l we c a ll o ur Style b o o k, whic h a llo ws o ur c a ta lo g e rs a nd te c hnic ia ns to find rule s b y MARC ta g o r b y fo rma t. Our c a ta lo g e rs ha d a ve ry ha rd time finding info rma tio n in the T

• o lkit tha t wa s a s c o mpre he nsive a s wha t is a va ila b le in

AACR2 a nd c urre nt to o ls (o ur Style b o o k, Ca ta lo g e rs De skto p), a nd wha t info rma tio n the y c o uld find in the T

• o lkit wa s ve ry diffic ult to find.

Ca ta lo g e rs a lso c o mpla ine d a b o ut a la c k o f e xa mple s, o r c o nflic ting e xa mple s. I f RDA is imple me nte d fully, I e xpe c t tha t g o o d e xa mple s a nd impro ve me nts to the T

• o lkit will g ro w o ve r time . Pric e s fo r RDA c a ta lo g ing

mig ht b e hig he r initia lly while wa iting fo r the se impro ve me nts tha n the y wo uld b e a fte r RDA is mo re e sta b lishe d.

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Que stio ns?

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Backstage Library Works