oclc users group meeting - association of jewish...
TRANSCRIPT
OCLC Users Group Meeting
2012 June 17
David Whitehair and Cynthia Whitacre
Welcome, Jack!
Jack B. Blount
5th President and CEO
OCLC
Effective July 1, 2012
WorldCat Growth since 1978
39 41 44 47 50 52 55 61 67 86
108
139
197
236
264
0
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
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
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
Shared infrastructure to manage and share
resources across libraries and across
communities.
Shared data about the world’s
libraries.
Find and get it.
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
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
GLIMIR displays
http://www.oclc.org/us/en/services/
cataloging/presentations.htm
RDA Implementation & OCLC
• Connexion Client Changes
• MARC Update including new fields & subfields
• Policy Issues
• Training
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)
RDA Toolkit link and RDA Workforms
RDA Books Workform
RDA Personal Name Authority Workform
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
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
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.
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)
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
out “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.”)
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
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
offered by training partners is listed in the training portal
on the OCLC web site:
http://training.oclc.org/1
• Others offering training: ALCTS, LC, RDA toolkit training by
ALA publishing, regional groups
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
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
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
VIAF screen search results
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.
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
on 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.
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.
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
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
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
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.
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.
