Midwinter 2009 Reports

Liaisons and Representatives Report on Midwinter 2009 Activities

Editor’s note: We are featuring reports on groups outside of ALCTS with whom we have formal liaisons in this separate article.

Accessibility Assembly

  1. Accessible navigation of the exhibits floor in Colorado Convention Center was discussed. Signage is the vendor's responsibility. The maps that were provided are not useable The Exhibits Round Table needs more work, and low to the ground demo tables are necessary. Braille and large print documents must be provided.
  2. ALA is working on an accessible HTML format for the publication American Libraries.
  3. Definitions of Digital Preservation, as prepared by the ALCTS Preservation and Reformatting Section, Working Group on Defining Digital Preservation were discussed. The Accessibility Assembly is concerned that the definitions do not contain specific language addressing accessibility for people with disabilities. ALCTS liaison Kevin Furniss is working with Cathy Martyniak, the co-chair of the Working Group, and the Assembly to suggest such additional language.

American Association of Law Libraries (AALL)

Programs and workshops sponsored by AALL Technical Services Special Interest Section or of interest to technical services librarians and presented at the 2008 annual meeting of the American Association of Law Libraries follow:

Programs

  1. The Role of Print Depositories in an Electronic Age
  2. The Chesapeake Project: One Model for Digital Preservation
  3. Exploring Relevancy Ranking Systems in Search Engines on the Web and In Our OPACs: What They Are – How They Work
  4. The Future of Subject Access in the Twenty-first Century
  5. Demystifying Batch-Load Analysis: What You Need to Know About Vendor-Supplied Bibliographic Records
  6. Thinking Outside the Box: How Developing Electronic Serial Standards Can Add Fiber to Your Library’s Diet
  7. Energize Personnel in the Library: Managing Difficult and Change-Resistant Staff Members
  8. Explore the Effective Use of Cataloger’s Desktop
  9. Explore the Effective Use of Classification Web
  10. Encore, Enterprise, Primo & WorldCat Local: Explore the Evolving Discovery Tools for Your Catalog
  11. Mandatory Digital TV and the Evolution of Library Collections
  12. Strategic Plans That Work: Creating a Strategic Plan for a Law Library
  13. The Good, the Bad, the Ugly: Rethinking Bibliographic Services in the Twenty-first Century
  14. Critical Technology Tools: Free and Inexpensive Software to Help Your Daily Life
  15. Fostering and Recruiting the Next Generation of Law Librarians
  16. Acquiring Content in a Global Marketplace: Exploring Vendor Relations Across Borders
  17. Energize Your Catalog: Get Electronic Titles Out of Their Silos and Into Your OPAC
  18. Battling Employee Burnout: Explore Tools and Techniques to Assess and Address Employee Burnout
  19. Exploring Online Instructional Tools: A Showcase

Workshops

  1. Immerse Yourself: Swim, Don’t Sink – Introduction to Law Cataloging
  2. Yikes! What’s In This Box?: Managing Archive Collections
  3. Amazing Technical Services: the Director’s Cut

Programs and workshops sponsored by AALL Technical Services Special Interest Section or of interest to technical services librarians which will be presented at the 2009 annual meeting of the American Association of Law Libraries (nonmembers may call AALL if interested in attendance):

Programs

  1. Here today, Gone Tomorrow: The Future of Print Periodicals in Law Libraries
  2. Taking the Aggravation Out of Aggregators: An Update on Aggregator-Neutral Bibliographic Records
  3. Here's to Your (Digital Archive's) Good Health! Auditing and Evaluating Digital Preservation Projects
  4. Next-Gen Integrated Library System (ILS) Features Relevant to the Private Law Firm Library
  5. MarcEdit: A Magic Wand for MARC Records
  6. Latest Trends in Library Automation: Building Creative and Inspiring Discovery Platforms
  7. Managing Employees Across Generations
  8. Working Smart: Innovative Ways to Do More with Your Day
  9. Redefining Work Roles in Response to Changing Environments

Committee on Professional Ethics (COPE)

ALA adopted its first official Code of Ethics in 1939, thereby making a formal statement to the profession and the general public of the ethical principles that guide library work. The Committee on Professional Ethics (COPE) is celebrating the seventieth anniversary of that event with programs at both the Midwinter and Annual Conferences. On Sunday, January 2, 2009, COPE hosted a program to launch its new ethics education initiative. The program featured a keynote speech delivered by a prominent writer on ethics, Rushworth M. Kidder, who was toasted at the event by ALA President Jim Rettig.

The Committee also discussed plans for its upcoming Annual program to be held in Chicago: “Popcorn Ethics: Food for the Mind.” Featuring a series of YouTube videos dramatizing ethical issues in libraries, attendees may meet with the videos’ creators and discuss strategies to deal with the types of ethical dilemmas that affect libraries.

Finally, the Committee discussed ideas for future projects, focusing on ways to expand ethical training programs within libraries. To generate interest in ethical training, it was agreed that a first step in the process could begin at the state level, where competition for audiences at state library conferences is not as tight as at national conferences.

Freedom to Read Foundation

There have been three significant legal victories for FTRF in the last six months.

The first marked the successful end to our fight to overturn the Child Online Protection Act (COPA), a fight that has taken ten years and spanned three presidential administrations. Enacted by Congress after the Supreme Court struck down the Communications Decency Act, COPA would have criminalized the transmission of materials “for commercial purposes” considered to be “harmful to minors” via the World Wide Web if those materials could be accessed by minors. COPA was struck down twice, and on January 21, 2009, the U.S. Supreme Court, without comment or dissent from any of the nine Justices, denied the government’s petition for review, leaving the Third Circuit ruling in place (i.e. the Third Circuit struck down the COPA).

The second legal victory was an important decision that places some limits on the government’s ability to impose a gag order when it uses National Security Letters to obtain information. Last month, the Second Circuit Court of Appeals handed down a decision in John Doe and ACLU v. Mukasey, a lawsuit in which the FTRF has filed amicus briefs. The court held that the NSL statute was unconstitutional to the extent that it imposes a gag order on NSL recipients without placing the burden of obtaining judicial review of the gag order requirement on the government.

Finally, there was a successful conclusion to the Big Hats Books versus Prosecutors, the legal challenge to an Indiana statute that would have required booksellers and others selling books or other materials that are “harmful to minors” as defined by Indiana law to register with the state as an “adult” business, provide a description of the materials for sale, and pay a $250 registration fee. The court held that the law would restrict adults’ ability to access protected expression and that there are existing Indiana criminal statutes that criminalize the dissemination to minors of materials deemed harmful to them.

This past year, FTRF joined in a lawsuit, Wilson versus McConnell, challenging the CIA’s decision to prohibit former CIA operative Valerie Plame Wilson from mentioning in her memoir the pre-2000 dates of her service with the agency, notwithstanding the fact that those dates had been included in an unclassified letter to Ms. Wilson which was introduced at House hearings and read into the Congressional Record. The case is now before the Second Circuit Court of Appeals.

The FTRF is celebrating its fortieth year of service. There will be a 40th Anniversary Gala during the 2009 ALA Annual Conference, on Sunday, July 12, in Chicago. Tickets can be purchased through the ALA’s annual conference registration website.

Joint Steering Committee for Development of RDA

Content Development for RDA

Resource Description and Access ( RDA) is winding down, and the product development is gearing up. In addition, now that there is a complete text for RDA, implementation planning can begin.

In August 2008, RDA was presented at a very successful IFLA satellite conference at the IFLA Annual Conference in Québec City. Both the code and the RDA online product generated considerable interest.

The Joint Steering Committee worked through a number of remaining issues, completing consideration of all of the priority issues from previous constituency reviews, and forwarded the content for the full draft of RDA to the developers near the beginning of September, 2008. The full draft was finally released on November 17, 2008 for a brief constituency review. It was not possible to issue the draft in a pre-release version of the online software, as had been hoped, and the process for producing the text for the PDF files released for the review was far from smooth. However, the draft is now out and is being reviewed.

The JSC is meeting from March 12-20, 2008 in Chicago at ALA Headquarters. At that meeting, decisions will be made regarding any outstanding issues, specifically those raised in the responses to the full draft. The plan is to turn over as final text to the developers early in June 2009. At the March meeting, JSC will also begin to consider how to maintain RDA, including how to deal with a long list of issues that could not be included in the first release of RDA. It is expected that there will be substantial updates to RDA in the coming years.

Product Development

A prototype of the RDA software was demonstrated at the 2009 ALA Midwinter meeting. The copublishers expect that RDA will be released during the third quarter of 2009. They have begun to release some preliminary information about pricing and licensing, which includes both one-time and subscription prices.

RDA Testing

The Library of Congress, the National Agriculture Library, and the National Library of Medicine will be testing RDA once it is released. They are looking for about twenty institutions or individuals to join them in the test. Preparation for the test (training of participants and practice work) will take about three months; the test will take another three months; after that, the results will be evaluated and announced.

National Information Standards Organization (NISO)

General

Information about upcoming NISO ballots has been distributed to an ALA discussion list, niso@ala.org. Subscribers include ALA committee chairs whose committee descriptions indicate an interest in technical information standards. In addition to these chairs, several individuals have asked to be added. Anyone who's interested can subscribe. See http://lists.ala.org/wws/info/niso. Diane Hillman, who is subscribed to niso@ala.org, regularly posts information about NISO ballots to the Standards Watch section of the LITA Blog. This is one way for ALA members to monitor NISO voting activity.

Most NISO standards, including draft standards, are freely available online. ISO standards—even draft standards—are copyrighted. However, copies are sent to ALA members who specifically request access in order to review them and provide comments.

NISO liaison Cindy Hepfer has indicated on the discussion list that she will vote YES or CONFIRM unless ALA members give her alternate feedback. (There are rare exceptions where my instincts indicate a negative vote, and Hepfer indicates that to niso@ala.org when she is considering not responding affirmatively.) ALA’s interest base is broad enough that after a year and a half, Hepfer has yet to see a NISO or ISO standard that falls entirely outside the scope of ALA.

A roster of NISO member organizations, including those specified as voting members, is available online.

Standards Activity July 2008-January 22, 2009

NISO Standards

Ballot Title: NCIP Revision -- Z39.83, parts 1 and 2

This ballot was for approval of the revision (version 2.0) of the two-part standard on the NISO Circulation Interchange Protocol (NCIP) Z39.83-200x.

From Pt 1 Abstract: This Standard defines a protocol that is limited to the exchange of messages between and among computer-based applications to enable them to perform the functions necessary to lend and borrow items, to provide controlled access to electronic resources, and to facilitate co-operative management of these functions.

From Pt. 2 Abstract: A practical implementation structure for the NISO Circulation Interchange Part 1: Protocol (NCIP) is defined.

From the Change Summary document: Version 2 Changes

The NCIP-IG decided to make radical changes to the protocol based on the fact that to date there has not been widespread implementation, due in very large part to several perceived hurdles: the standard with all its documents and profiles is too confusing, the standard is too big both in number of services and in amount of data available in messages and network traffic levels (particularly a concern in the self-service environment), the standard does not provide enough value over the easily extensible and widely implemented 3M SIP2, the standard does not deal gracefully with problems of implementers in the broker role, and the standard does not meet the particular network and data needs of self service vendors.

Deadline: Aug. 3, 2008
Result: ALA voted YES
Voting Summary: Of those NISO voting members who voted, 100 percent voted YES

Ballot title: ANSI/NISO Z39.86, Specifications for the Digital Talking Book

This ballot was to approve the initiation of a revision of ANSI/NISO Z39.86, Specifications for the Digital Talking Book. The revision proposal submitted by the standard's maintenance agency, the DAISY Consortium, was reviewed and approved by the Content and Collection Management Topic Committee.

The revision proposal and a business case document are available in the Referenced Items section of the ballot webpage.

All "Yes" voters were automatically placed into the voting pool for the subsequent revision that is produced, if the project is approved.

Deadline: Aug. 29, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100 percent of NISO members voting voted YES

Ballot title: Group 1: Formation of Voting Pools for CCM Standard Reaffirmations

NISO notified voting members that it would be issuing ballots for a number of NISO standards that are due for five-year reviews. In accordance with NISO procedures, they offered voting members the option of joining the voting pool for the following five standards that are under the responsibility of the Content and Collection Management (CCM) Topic Committee.

***This was NOT the reaffirmation ballot – but was issued in order to form the voting pools.*** Members could choose any, all or none of them. Joining the voting pool allows the member’s organization to vote on the standard and provide comments. Once the voting pools have been formed, separate ballots for each standard are issued only to those who have joined the pool. If members do not join the voting pool for a particular standard, they in essence "abstain" from any decision made regarding this standard's reaffirmation ballot. NISO needs at least 15 percent of the voting membership to join the pool. If less than 15 percent express interest in the standard, it may be considered by the Board for administrative withdrawal.

The five standards in this voting pool ballot were:

  1. ANSI/NISO/ISO 12083 - 1995 (R2002), Electronic Manuscript Preparation and Markup [This is an adoption of the ISO standard.] http://www.niso.org/standards/iso12083-1995r2002/
  2. ANSI/NISO Z39.14 - 1997 (R2002), Guidelines for Abstracts http://www.niso.org/standards/z39-14-1997R2002/
  3. ANSI/NISO Z39.23 - 1997 (R2002), Standard Technical Report Number Format and Creation http://www.niso.org/standards/z39-23-1997r2002/
  4. ANSI/NISO Z39.26 - 1997 (R2002), Micropublishing Product Information http://www.niso.org/standards/z39-26-1997r2002/
  5. ANSI/NISO Z39.32 - 1996 (R2002), Information on Microfiche Headers http://www.niso.org/standards/z39-32-1996r2002/

Deadline: October 17, 2008
Result: ALA voted YES on all five, so if the standards move forward we will be included in the voting pools

Ballot title: Group 2: Formation of Voting Pools for CCM Standard Reaffirmations

This was the second group of standards due for five-year reviews for which NISO will be issuing ballots. In accordance with NISO procedures, they offered voting members the option of joining the voting pool for the following five standards that are under the responsibility of the Content and Collection Management (CCM) Topic Committee.

***This was NOT the reaffirmation ballot – but was issued in order to form the voting pools.*** Members could choose any, all or none of them. Joining the voting pool allows the member’s organization to vote on the standard and provide comments. Once the voting pools have been formed, separate ballots for each standard are issued only to those who have joined the pool. If members do not join the voting pool for a particular standard, they in essence "abstain" from any decision made regarding this standard's reaffirmation ballot. NISO needs at least 15 percent of the voting membership to join the pool. If less than 15 percent express interest in the standard, it may be considered by the Board for administrative withdrawal.

The five standards in this voting pool ballot are:

  1. ANSI/NISO Z39.48 - 1992 (R2002), Permanence of Paper for Publications and Documents in Libraries and Archives http://www.niso.org/standards/z39-48-1992r2002/
  2. ANSI/NISO Z39.56 - 1996 (R2002), Serial Item and Contribution Identifier (SICI) http://www.niso.org/standards/z39-56-1996r2002/
  3. ANSI/NISO Z39.62 - 2000, Eye-legible Information on Microfilm Leaders and Trailers and on Containers of Processed Microfilm on Open Reels http://www.niso.org/standards/z39-62-2000/
  4. ANSI/NISO Z39.73 - 1994 (R2001), Single-Tier Steel Bracket Library Shelving http://www.niso.org/standards/z39-73-1994R2001/
  5. ANSI/NISO Z39.41 - 1997 (R2002), Printed Information on Spines http://www.niso.org/standards/z39-41-1997r2002/

Deadline: December 3, 2008
Result: ALA voted YES on all five, so if the standards move forward we will be included in the voting pools

Ballot title: Group 3: Formation of Voting Pools for CCM Standard Reaffirmations

This was the third group of standards due for five-year reviews for which NISO will be issuing ballots. In accordance with NISO procedures, they offered voting members the option of joining the voting pool for the following five standards that are under the responsibility of the Content and Collection Management (CCM) Topic Committee.

***This was NOT the reaffirmation ballot – but was issued in order to form the voting pools.*** Members could choose any, all or none of them. Joining the voting pool allows the member’s organization to vote on the standard and provide comments. Once the voting pools have been formed, separate ballots for each standard are issued only to those who have joined the pool. If members do not join the voting pool for a particular standard, they in essence "abstain" from any decision made regarding this standard's reaffirmation ballot. NISO needs at least 15 percent of the voting membership to join the pool. If less than 15 percent express interest in the standard, it may be considered by the Board for administrative withdrawal.

The two standards in this voting pool were:

Deadline: December 29, 2008
Result: ALA voted YES on both, so if the standards move forward we will be included in the voting pools

Ballot title: D2D Standard Reaffirmations: Formation of Voting Pools

This ballot was re-issued due to a voting choice problem in the set-up. Voting members were asked to ignore the previous email and use the link from this ballot.

  • ANSI/NISO Z39.50-2003, Information Retrieval: Application Service Definition and Protocol Specification
  • ANSI/NISO Z39.74-1996 (R2002), Guides to Accompany Microform Sets
  • ANSI/NISO Z39.89:2003, The U.S. National Z39.50 Profile for Library Applications

Deadline: January 14, 2009
Result: ALA voted YES on all three

ISO Standards

Ballot title: ISO 2108:2005 (ISBN) Systematic Review

This was a systematic review ballot of the published standard, ISO 2108:2005, Information and documentation -- International Standard Book Number (ISBN).

ISO now requires the first systematic review of a standard to take place three years after publication; subsequent reviews will be every five years. This was an opportunity to provide feedback on the 13-digit ISBN.

Vote options were Confirm (as is), Revise/Amend, Withdraw, or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: August 29, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 95 percent of NISO members voting voted CONFIRM

Ballot title: ISO 14416:2003 Systematic Review

This was a systematic review ballot of the published standard, ISO 14416:2003, Information and documentation -- Requirements for binding of books, periodicals, serials and other paper documents for archive and library use -- Methods and materials.

Vote options were Confirm (as is), Revise/Amend, Withdraw, or Abstain (from the vote). Comments were required for all votes other than Confirm.

Deadline: August 29, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 94 percent of NISO members voting voted CONFIRM

Ballot title: ISO/DIS 28500, WARC file format

This was a new standard at the Draft International Standard (DIS) stage. This may have been the last chance to provide substantive comments to this standard. If all member bodies voted Yes, this standard could proceed directly to publication.

Deadline: September 18, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100% of NISO members voting voted YES

Ballot title: ISO/PDTR 15801, Information stored electronically — Recommendations for trustworthiness

This was a draft technical report from TC171 (Document management), a liaison committee to TC46.

The US vote for this ballot was to be submitted by AIIM. As a liaison organization, TC46 can provide a vote recommendation and comments to AIIM.

This draft was the second edition, which indicated that it would cancel and replace the first edition (ISO TR/15801:2004). The Technical Report described means by which it may be demonstrated -- at any time -- that the contents of a specific electronic object created or existing within a computer system has not changed since it was created within the system or imported into it.

Deadline: September 22, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100% of NISO members voting voted YES

Ballot title: TC171 New Work Item: Information System for Electronic Records Preservation

This was a proposed new work item for a standard on Electronic archiving -- Specifications concerning the design and the operation of an information system for electronic records preservation. It was proposed by TC171 (Document management), a liaison committee to TC46.

The US vote for this ballot was submitted by AIIM. As a liaison organization, TC46 can provide a vote recommendations and comments to AIIM.

The proposal includes a matrix placing this proposed standard in context with other existing standards and projects, including the TC46 project: ISO/PDTR 26102, Records management -- Requirements for long term preservation of electronic records.

A "Yes" vote would indicate being in favor of the project, while a "No" vote would mean that the voting organization thinks the project should not be pursued. Comments are required for a No vote. Nominations of an expert for this working group (if the project is approved) were optional.

Deadline: October 1, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100 percent of NISO members voting voted YES

Ballot title: ISO/DIS 12620, Terminology and other language and content resources— Specification of data categories and management of a Data Category Registry for language resources.

This was a ballot for the draft standard, ISO/DIS 12620, Terminology and other language and content resources— Specification of data categories and management of a Data Category Registry for language resources.

The ballot came from TC37 / SC3 (Terminology and other language and content resources / Systems to manage terminology, knowledge and content). Since TC46 / SC9 has a liaison with this committee, NISO can send in vote recommendations and comments.

Deadline: October 2, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100 percent of NISO members voting voted YES

Ballot title: ISO TC46/SC11 New work item proposal: Digital records conversion and migration process

This was a proposal to initiate a new project within TC46/SC11 (Archives/Records Management) to develop a standard on: Digital records conversion and migration process.

This proposed standard outlined the program components, planning issues, recordkeeping requirements, and procedures for the conversion and migration of digital records so as to preserve the integrity of such records as evidence of business transactions. This standard is intended only for use in the conversion and migration of data that is to be preserved as digital records. This document does not address procedures for the digitization of records held in paper form.

Vote options were: Yes (approve the new project), No (do not approve the project), and Abstain (from the vote). Comments are required for No and Abstain votes. Nominations of an expert for this working group (if the project is approved) were optional.

Deadline: October 17, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100 percent of NISO members voting voted YES

Ballot title: ISO TC46/SC11 New work item proposal: Risk Assessment for Records Systems

This was a proposal to initiate a new project within TC46/SC11 (Archives/Records Management) to develop a technical report on: Information and documentation – Risk assessment for records systems.

The technical report will describe risk assessment for records systems and provide guidance on their application within the ISO 15489 framework. The technical report will take into account the work done in developing risk assessment methods for digital preservation repositories, as well as risk management standards. The proposal included a working draft of the proposed technical report. Specific comments on the working draft were encouraged, but not required.

Vote options were: Yes (approve the new project), No (do not approve the project), and Abstain (from the vote). Comments are required for No and Abstain votes. Nominations of an expert for this working group (if the project is approved) were optional.

Deadline: November 21, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100% of NISO members voting voted YES

Ballot title: ISO 19005-1, PDF/A: Part 1: Use of PDF 1.4 (Systematic Review)

This was a systematic review of the published standard, ISO 19005-1, Document management — Electronic document file format for long-term preservation — Part 1: Use of PDF 1.4 (PDF/A-1). The ballot was conducted by TC171 (Document management), which is a liaison to TC46. The US vote for this ballot was submitted by AIIM. As a liaison organization, TC46 can provide a vote recommendation and comments to AIIM.

Vote recommendation options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

The intent for ISO 19005 was to have a "family" of standards, allowing the creation of future parts, which can provide compatibility with future versions of the underlying PDF specification without rendering Part 1 of the document or applications based on PDF Version 1.4 obsolete. Currently there are two other parts in development: ISO 19005-2 which will be based upon ISO 32000-1 (PDF 1.7) as well as ISO 19005-3 which will address electronic documents containing dynamic media (movies, sounds, 3D, etc).

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 93 percent of NISO members voting voted CONFIRM

Ballot title: ISO 23950:1998, Information retrieval (Z39.50) [Systematic review]

This was a systematic review ballot of the published standard, ISO 23950:1998, Information and documentation — Information retrieval (Z39.50)— Application service definition and protocol specification. Note: This international standard was identical to the 1995 version of ANSI/NISO Z39.50. In 2003, NISO issued a maintenance revision to their standard, which is available online. Appendix 19 of Z39.50:2003 explains the changes from the 1995 edition.

Vote options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 100 percent of NISO members voting voted CONFIRM

Ballot title: ISO 8777:1993, Commands for interactive text searching (Systematic Review)

This was a systematic review ballot of the published standard, ISO 8777:1993, Information and documentation - Commands for interactive text searching.

This International Standard specifies a basic set of commands for the interactive search of retrieval systems data and the types of response expected from the processing System. It is intended for use by designers and users of information retrieval Systems, including computer-based library catalogs and computer-based database access and search facilities.

Vote options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 67 percent of NISO members voted CONFIRM, 29 percent voted WITHDRAW, 5 percent voted REVISE/AMEND

Ballot title: ISO 233-2:1993, Arabic simplified transliteration (Systematic Review)

This was a systematic review ballot of the published standard, ISO 233-2:1993, Information and documentation - Transliteration of Arabic characters into Latin characters - Part 2: Arabic language - Simplified transliteration.

Vote options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 93 percent voted CONFIRM

Ballot title: ISO TC154/SC2 New work item proposal: Revision of ISO/TS 17369

This was a proposal from a liaison committee (TC 154, Processes, data elements and documents in commerce, industry and administration) to revise the standard, ISO/TS 17369: 2005 Statistical data and metadata exchange (SDMX).

As a liaison, TC46 can recommend a vote, provide comments, and nominate an expert to the working group, if the project is approved.

A Yes vote indicates that the voting member approves the formation of a working group for the proposed project. A No vote indicates that it does not feel this project should be pursued. Abstain should be the vote if this project is of no interest.

In addition to the proposal, a working draft of the document was submitted. Comments on any part of the working draft were welcome, as were nominations for members for the working group.

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 100 percent voted CONFIRM

Ballot title: ISO 11799:2003, Document storage requirements for archive and library materials (Systematic review)

This was a systematic review ballot of the published standard, ISO 11799:2003, Information and documentation —Document storage requirements for archive and library materials.

Vote options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary, of those voting, 71 percent voted CONFIRM, 29 percent voted REVISE/AMEND, 0 percent voted WITHDRAW

Ballot title: ISO 11940, Transliteration of Thai

This was a systematic review ballot of the published standard, ISO 11940, Information and documentation — Transliteration of Thai.

This International Standard establishes a system for the transliteration of Thai characters into Roman characters. Since there are fewer Roman characters than Thai characters, diacritical marks, punctuation marks, and a combination of two Roman characters, or a digraph, are needed to represent one Thai character.

Vote options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 1, 2008
Result: ALA voted REVISE/AMEND and supplied extensive comments from Virginia Shih, Chair of ACRL’s Asian, African and Middle Eastern Section's Committee on Research Materials on Southeast Asia (CORMOSEA) and Librarian for the Southeast Asian Collections at UC Berkeley.
Voting Summary: NISO was extremely grateful for the feedback and despite 90 percent of members that voted voting CONFIRM, submitted its vote as REVISE/AMEND based on the strength of Virginia’s comments.

Ballot title: ISO 11800, Book binding materials and methods

This was a systematic review ballot of the published standard, ISO 11800, Information and documentation — Requirements for binding materials and methods used in the manufacture of books.

This International Standard addresses publishers and book manufacturers. It also addresses acquisition librarians and archivists with a view to informing library and archival staff about the good physical properties they should expect in the books they acquire for public use.

Vote options were Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 1, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 94 percent voted CONFIRM

Ballot title: Liaison with CEN Cyber-Identity Workshop

The European Committee for Standardization (CEN) Workshop on Cyber-Identity requested a liaison with two ISO TC46 subcommittees: SC9 (Identification and description) and SC11 (Archives and records management). A liaison organization is given access to the documents of the SC and may be invited to meetings and identify experts for a working group. The liaison organization should likewise share their information with the SC. Generally, the SC assigns someone as the individual liaison to ensure effective communications between the two organizations.

NISO requested member votes on whether to accept this liaison. We could indicate whether we approved the liaison with only SC9, only SC11, both SCs or neither. The turn-around on this ballot was very brief because the CEN group was already meeting.

Deadline: December 5, 2008
Result: ALA voted YES to both liaison relationships
Voting Summary: Of those voting: 81 percent voted YES to both liaison relationships

Ballot title: ISO 116642:2003 Systematic Review Ballot

This was a systematic review ballot of the published standard, ISO 116642:2003, Computer applications in terminology — Terminological markup framework.

The ballot was issued by TC 37/SC3 (Terminology and other language and content resources / Systems to manage terminology, knowledge and content). TC 46 / SC9 is a liaison to this committee so NISO was able to recommend a vote and send in comments.

Vote options are Confirm (as is), Revise/Amend, Withdraw (the standard), or Abstain (from the vote). Comments are required for all votes other than Confirm.

Deadline: December 5, 2008
Result: ALA voted CONFIRM
Voting Summary: Of those voting, 78 percent voted CONFIRM, 22 percent voted REVISE/AMEND

Ballot title: ISO/FDIS 15836, Information and documentation — The Dublin Core metadata element set

At the TC46/SC4 Stockholm meeting, it was resolved that a revision to ISO 15386, Information and documentation — The Dublin Core metadata element set, would be released for a fast track revision, to ensure consistency with ANSI/NISO Z39.85:2007. Accordingly, the revision was balloted immediately at the Final Draft International Standard stage. It was the first and most likely only ballot NISO will receive on this standard's revision.

Deadline: December 19, 2008
Result: ALA voted YES
Voting Summary: Of those voting, 100 percent voted YES

Ballot title: ISO/CD 27730, International Standard Collection Identifier (ISCI)

This is the first ballot on a new standard, ISO/CD 27730, Information and documentation — International Standard Collection Identifier (ISCI).

Deadline: January 5, 2009
Result: ALA voted YES
Voting Summary: Of those voting, 100 percent voted YES

Ballot title: ISTC Registration Authority Approval of Fees

The U.S. Advisory Group for ISO TC46 was asked for approval of this ISO Council vote which would allow the International ISTC Agency Limited (IIA) -- the appointed Registration Authority for ISO 21047, Information and documentation – International Standard Text Code (ISTC) -- to charge fees on a cost-recovery basis. A document was referenced for the details of the RA's responsibilities and proposed agreement with ISO.

The ISTC standard was said to be at its final stage of approval but waiting on the arrangements for the Registration Authority to be completed before it could proceed. Turnaround time for the vote was almost immediate.

Deadline: January 8, 2009
Result: Unfortunately, since Hepfer was inclined to vote NO, she missed the deadline. She received negative feedback from a couple of ALA members who were concerned about agencies being required to pay fees to obtain ISTC codes.
Voting Summary: Of those voting, 59 percent voted YES, 41 percent voted NO; as of February 1, 2009, the NISO website does not yet indicate NISO’s decision.

Ballot title: ISO/DIS 2146, Information and documentation—Registry services for libraries and related organizations

This was the draft of edition 3 of the standard. The primary purpose of ISO 2146 in its new form is to offer a conceptual basis for the development of the full range of registry services needed to support digital library usage scenarios. The term “registry” has been adopted in the title and the data element directory to indicate that the standard supports the process of collecting the required information from stakeholders as well as making it available for use. The data element directory has been formulated as an object-oriented model that can be converted to machine readable formats such as XML.

This was to have been the last chance to provide substantive comments to this standard. If all member bodies voted Yes, this standard would proceed directly to publication.

Deadline: January 9, 2009
Result: ALA voted YES
Voting Summary: Of those voting, 96 percent voted YES

Other

NISO did its first webinar—together with ACTS—on June 18, 2008. The topic was “Demystifying Library Standards” and was successful enough that NISO held several other webinars during the remainder of 2008 and plans to host several more during 2009. Information on NISO’s webinars, as well as its in-person events, can be found online. Feedback from the webinars has been uniformly good to excellent.

Public pages for a number of NISO committees and working groups can be found at http://www.niso.org/apps/group_public/.

NISO’s free monthly newsletter, NISO Newsline, can be found at http://www.niso.org/publications/newsline/. These issues are full of information for anyone who is interested in information standards and related issues. A new NISO Blog is available online .

A list of NISO standards, including their current disposition (published, withdrawn, superseded, trial stage, in development), is available at http://www.niso.org/kst/reports/standards/. A free standard in PDF format is often available.

RDA Implementation Task Force

The RDA Implementation Task Force (RITF) met on Sunday, January 25, to discuss plans for training and outreach, to finalize plans for preconference (July 10, 2009) and program (July 12, 2009) at the 2009 ALA Annual Conference in Chicago, to develop the outline of an implementation website and training materials.

Due to the delay in the release of the final RDA draft—November 2008—the task force members were not able to develop as many training materials by the previous October 1 due date discussed at the June 29, 2008 meeting.

Review of the RDA Update Forum, held January 25, 2009, 10:30-12:30

The forum was well attended. Speakers included Nannette Naught, IMT, who conducted a demo of RDA Online, Don Chatham, ALA Publishing, who discussed the RDA product, and Beacher Wiggins, LC, who discussed LC/NLM/NAL’s plans for testing RDA.

RDA Timeline

RDA Manager Marjorie Bloss provided a brief overview of the timeline. The times are not set and very much subject to change:

  • Late May/June 2009: Finalized content goes from the JSC to ALA Publishing.
  • Third quarter, calendar 2009: RDA is released.
  • Third-fourth quarters, calendar 2009: National libraries test RDA.
  • First quarter, calendar 2010: National libraries decide whether to implement RDA.
  • Second-third quarters, calendar 2010: Training.
  • Fourth quarter, calendar 2010: RDA Implementation.

2009 ALA Program Planning and Other Professional Associations

Chair Shawne Miksa met with the Program Committee to finalize plans for the preconference (July 10, 2009) and the program (July 12, 2009) at the 2009 ALA Annual Conference in Chicago. Task force members who volunteer to help run the preconference do not have to pay the registration fee. The program was moved to July 12 to avoid conflicts with CC:DA meetings. It was also approved to be a four-hour program to provide as much information as possible to attendees. Task force members will assist speakers at both events with developing training materials and presentations. These materials will be developed further after the events and will form the core of a training/education strategy for implementation activities.

Teri Frick submitted an RDA program proposal to the Public Library Association for 2010, and Barbara Schultz-Jones has submitted one to the American Association of School Librarians, but so far that effort has been unsuccessful.

Discussion on Training Materials Development

Several members submitted preliminary training materials, including possible syllabi for teaching RDA and materials focusing on the role of FRBR and FRAD within RDA. Task Force members discussed the difference between “training” and “education” in terms of what approach is needed to implement RDA. Some members felt it was necessary only to train people to use RDA and RDA Online, and others they should be educated both on theory and practice of RDA, including a serious push of FRBR and FRAD. This brought into question the charges given to the task force because both training and educating are specified. Concerns centered mainly on the time investment that catalogers would need to make in order to learn the new rules.

Task Force Charges

RITF formally asked Mary Woodley, Chair of the ALCTS Cataloging and Classification Section’s Executive Committee, to review the task force’s charge and to consider creating several task forces to address the charge in a more efficient manner. As well, with the creation of the RDA/MARC Working Group, the task force felt that the charge to confer with MARBI on changes to MARC was no longer a primary responsibility to RITF.

Website

Miksa provided a preliminary outline of an RDA Implementation website that should be available on the ALCTS website. A volunteer webmaster will be identified, and structure and content created. The task force would like to have this available by the 2009 ALA Annual Conference.

RDA Testing

LC/NAL/NLM’s plans for testing RDA were discussed. RITF was invited to participate in this testing. Miksa will formally submit an application. Discussion on the impact of this testing on implementation plans were discussed. There is not enough information at this time to make any firm decisions on implementation strategies. RITF will proceed with task force charges until told otherwise.