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

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Published on December 5, 2008

Author: kramsey

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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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