CaMMS Committee and Interest Group Reports, Midwinter 2014

Committee on Cataloging: Asian and African Materials

The CaMMS Committee on Cataloging: Asian and African Material (CC:AM) met on Saturday, January 25, 2014, at 4:30 p.m. and welcomed two new members, Scott Opasik and Lihong Zhu. Plans for addressing the renewal of the committee’s charge were discussed. Reports from liaisons at the Library of Congress (LC) and OCLC, and from the cataloging committees for East Asia, the Middle East, and Africa were delivered. A vote was taken to fully approve the Coptic Romanization table for use in cataloging.

LC reported staff changes and expects to review draft Romanization table revisions for Tibetan, Mongolian and Uighur within the next year. OCLC reported a successful training workshop on Dewey Decimal classification that had been held in Vietnam.

The representative from the Council on East Asian Libraries (CEAL) discussed three new subcommittees of the Committee on Technical Processing that deal with issues ranging from Japanese Romanization to best practices for cataloging electronic resources. A working group on Chinese Romanization submitted its recommendations to ALA last October. The Middle East Library Association (MELA) is sending two questionnaires to the CC:AAM electronic mailing list about manuscript cataloging, and is participating in an interest group to follow up with OCLC about Non-Roman character issues.

The Africana Librarians Council (ALC) is taking a close look at recommendations for the use of ISO 639-3 and Ethiopic script cataloging. Romanization tables for the languages of Bamum and N’ko are expected to be received by LC in draft form later in the year.

Reported by Charles Riley

Committee on Cataloging: Description and Access

The Committee on Cataloging: Description and Access (CC:DA) met on Saturday, January 25, 2014, at 1 p.m. and on January 27 at 8:30 a.m. With more and more libraries around the country implementing RDA, CC:DA continues to discover instructions in RDA that need correcting or improving. Although some of the proposed revisions at this point are small and focus on very specific instructions, CC:DA continues to work on some of the larger issues with RDA. As an example of a narrowly focused change, at Midwinter 2014 CC:DA approved one revision proposal that seeks to modify RDA 2.12.9.2 and 2.12.17.2 to allow for taking numbering within series and subseries from any source and also lays out the preferred sources of information for these numbering elements. This proposal will be sent to the Joint Steering Committee for Development of RDA (JSC) for them to consider in November.

Some of the larger and more complicated issues that CC:DA continues to work on include:

  • Machine-actionable data. A task force is continuing to explore ways to have RDA allow data that is more easily used by computers, especially with elements that include a numerical quantity (e.g., “356 pages,” “3 maps,” etc.). The task force has several projects in the works, and a couple of these will be submitted to the JSC by November.
  • Recording relationships in RDA. Another task force has been working for a couple of years on writing RDA instructions for recording structured descriptions of relationships, such as contents notes and accompanying material statements, and still has not found the perfect solution. We have received encouragement from the JSC to keep working.
  • Place names. Another task force has been looking at revamping RDA’s instructions on recording place names, to find a solution that allows for a linked data implementation as well as greater internationalization of RDA. Because this issue is so large, the JSC has taken it on and CC:DA’s task will be working with other constituencies of the JSC.
  • The liaisons to CC:DA from the Music Library Association and the Online Audiovisual Catalogers organization are working on several proposals to help make RDA more amenable to their communities’ needs. An example of the issues they are working on is the need to clarify RDA’s instructions for recording artistic and technical credits, including performers.

Gordon Dunsire, the new chair of the JSC, attended Midwinter and came to the CC:DA meeting. He is an expert on linked data and gave a presentation on how RDA can be made to work within a linked data environment. The presentation was very informative, and tied into much of CC:DA’s current work.

Reported by Peter Rolla

Continuing Education Committee

The committee met on Saturday, January 25, 2014, at 3 p.m. and heard a report on the Biennial Educators Meeting it cosponsored with the Association for Library and Information Science Education. The biennial meeting came to a successful conclusion on Friday, January 24. There were four great speakers and respectable attendance. The Committee will report to the CaMMS Executive Committee that the goals for the meeting, which originated with the Report on the Future of Bibliographic Control, have been met and recommend that the biennial sessions be discontinued. The committee is currently working on a five-year charge review with the CaMMS Policy and Planning Committee, as well as on recommendations from the CaMMS Executive Committee to focus on continuing metadata education, revenue generation, and collaboration with related committees (e.g., the ALCTS/LITA Metadata Standards Committee) that have continuing education needs. The committee will meet virtually in February to complete work on the renewal of its charge and submit the revised charge to the ALCTS Executive Committee for review prior to the ALA 2014 Annual Conference.

The committee continued to work on revenue-generating activities and educational programs that would be of interest to section members. It is currently discussing a slate of ideas for webinars, programs, and pre-conferences and plans to submit at least two executable ideas to CaMMS Executive Committee between now and the ALA 2014 Annual Conference.

Reported by Nannette Naught

Executive Committee

The CaMMS Executive Committee met twice during the Midwinter Conference 2014: January 24, 2014, 7:30-9:30 p.m., and Sunday, January 26, 10:30-11:30 a.m.

CaMMS Executive Committee sponsored a Forum held on Sunday, January 26, 2014, 1:00-2:30, on the Bibliographic Framework Initiative (BIBFRAME). Speakers included Sally McCallum (Chief of the Network Development and MARC Standards Office, Library of Congress), Michael Colby (Head of Original Cataloging and Music Bibliographer, University of California, Davis), and Eric Miller (President, Zepheira). The session was well-attended, with more than 120 in attendance.

The Executive Committee:

  • Confirmed electronic votes taken since the last meeting in June 2013
  • Discussed the Continuing Education Committee charge
  • Discussed the role of the Committee webmaster
  • Considered forum topics for Annual Conference 2014
  • Discussed how CaMMS can contribute to the ALCTS strategic plan
  • Heard reports from Peter Rolla (Chair of CC:DA); Duncan Stewart (ALCTS Advocacy and Policy Committee Representative); Genevieve Owens (ALCTS President); and Mary Page (ALCTS President-Elect)
  • Determined Executive Committee action items for the next six months.

Reported by Rebecca Mugridge

Policy and Planning Committee

The committee met on Monday, January 27, 2014, and discussed the renewal of the Authority Control Interest Group and the committee renewals of the Cataloging of Asian and African Materials, Cataloging: Description and Access, and Continuing Education Committees, whose renewal forms will be due on Monday, March 3, 2014. The committee renewal process involves the use of simple forms that facilitate discussion of a committee or interest group’s charge, activities, and direction, so that the Policy and Planning Committee can recommend changes (if needed) every five years. The process fulfills the Strategic Plan’s objective IIa: Develop an efficient process that sections use to re-examine their mission and structure as a whole in order to stay in step with the changing needs of members.

The chair reported on discussions at the ALCTS Planning Committee and Executive Board meetings that concern the September 2013 ALCTS Strategic Plan Survey. The results indicate that ALCTS members aren’t aware of the benefits of membership, or of the existence of the Strategic Plan, or of efforts to publicize the benefits of the plan more widely.

Reported by Michele Seikel

Research and Publications Committee

The committee met on Saturday, January 25, 2014, at 4:30 p.m. and discussed reactions to the second revision of its essay/guide to Simple Knowledge Organization System (SKOS). All present agreed that more work needs to be done to align the writing for voice, tense, flow, and to create of additional examples. The chair will edit the current draft and post it on ALA Connect for each committee member to add their comments. A committee-edited draft will then be sent to the author for approval by the end of March 2014. All present agreed that this manuscript would be best suited for the z687 series of publications, and the chair will contact Pam Thomas asking her to consider the manuscript.

The process of reviewing the manuscript and communicating with the author consumed much time, leaving a number of old business items to be addressed and discussed. As a result of the discussion, the chair will follow up on the list of ALA accredited library schools and the composition of a draft letter (started by Marielle Veve) which is to be vetted by the committee. The goal of the letter is to introduce the ALCTS CaMMS Research and Publications Committee to library schools and provide an explanation of the benefits of writing a research paper with access to seasoned peer support, feedback, and mentoring. Additional publicity efforts, along with a call for papers, will be conducted in late winter/early spring. It was suggested that the committee draft a description of a bibliographic essay that could be included in publicity announcements to clarify the type of publications being sought.

Reported by Nadine Ellero

Subject Analysis Committee Subcommittee on Genre/Form Implementation

The subcommittee met on Monday, January 27, 2014, at 8:30 a.m. and heard reports from the Library of Congress liaison (Young), from the American Association of Law Libraries (Mandelstam), and from the Music Library Association (Vermeij). Work on the Library of Congress genre form terms (LCGFT) for religion, music, literature and general terms is coming to completion, and it is expected that by the end of 2014 or in early 2015 authority records for all of them will be available. At the same time, LC will be creating a new vocabulary, LCDGT (Library of Congress Demographic Group Terms). The vocabulary is intended for use in MARC fields 385 (Audience Characteristics) and 386 (Creator/Contributor Characteristics) in conjunction with LCGFT music, literature, and other terms.

The subcommittee discussed the issue of how to record geographic origin of works and expressions as a facet that will need to be included separately from LCGFT. There was general agreement that field 751 is the appropriate place for this, but that some new relator terms/codes will be needed in order to implement it in a useful way. The subcommittee will discuss this further online after the Midwinter Meeting.

Under new business, there was discussion of what the subcommittee should be working on. Are there new disciplinary projects that it should start thinking about once the literature and general terms projects are completed? As a way to start thinking about best practices, the subcommittee decided to begin discussion of some guiding principles to use when applying genre/form terms. The LC Policy and Standards Division intends to develop a genre/form headings manual similar to its Subject Headings Manual, and the subcommittee would like to help with this. Using Google Docs, the subcommittee will start thinking about an outline for such a manual and work on basic guiding principles before trying to write best practices for the different types of resources. The subcommittee may also be able to use other best practices, such as the one developed by Online Audiovisual Catalogers organization, for motion pictures and television programs.

Finally, there was an idea to ask the Subject Analysis Committee (SAC) to consider planning a meeting with vendors to discuss the implementation of all of the MARC fields related to genre/form (e.g., 382, 385, 386, 648, 655, and 751) and how systems will provide access via the various facets to data on medium of performance, audience, creator characteristics, geographic origin, and genre/form. This topic was brought up at SAC’s meeting later the same day, and SAC agreed to investigate the possibility.

Reported by Adam Schiff

CaMMS/LITA/ALCTS Authority Control Interest Group

The interest group met on Sunday, January 26, 2014, at 1 p.m., and approximately 150 people attended. There were four presentations with four speakers, with the presentations lasting approximately two hours. The speakers were:

Janis L. Young, Senior Cataloging Policy Specialist, Library of Congress Policy and Standards Division (PSD), gave the regular semi-annual report from Library of Congress which included updates on authorities projects, staffing change, and updates to tables and documentation. Young announced that on February 10, 2014, the first 700 Library of Congress medium of performance terms (LCMPT) for music will be approved. She also introduced the concept of Library of Congress demographic group terms (LCDGT) that was approved for development in January 2014.

Kevin Ford, Network Development and MARC Standards Office, the Library of Congress, provided a high-level introduction to BIBFRAME Authorities and how their design and role within the larger BIBFRAME Model will position them as valuable entry points to a library's resources (via a library’s catalog) so that patrons will better be able to find, identify, and contextualize such entities as people and topics.

Philip Schreur, Head of the Metadata Department for the Stanford University Libraries, spoke of how authorities are as critical in a non-MARC environment as they are in a traditional integrated library system, though the mechanisms for implementing authority control are vastly different. Stanford has been interested in extending authority control to its digital repository for the past few years and is now experimenting with the BIBFRAME light abstraction layer. His talk focused on identifying the primary issues of authority control in a non-MARC environment, what librarians have done to address them, and what the implications are for the future.

Judy Ahronheim, Head of the Electronic Resource Access Unit, University of Michigan Library, described how data contributed to authority records (particularly, death dates) is helping HathiTrust identify public domain works and make them available to users worldwide.

Question and Answer sessions followed each of the presentations. All presentations will be available on ALA Connect in the Authority Control Interest Group Community.

There was a business meeting after the presentations for committee members and anyone who wished to attend. The interest group discussed possible topics and speakers for the ALA Annual program in Las Vegas, and the future of authority control. The chairperson at the meeting was Christina Hennessey.

Reported by Christina Hennessey

CaMMS/MAGIRT Cartographic Materials Cataloging Interest Group 

The interest group met on Sunday, January 26, 2014, at 8:30 a.m., and approximately 28 people were in attendance.

A new electronic mailing list was established in October 2013 as a dedicated forum for discussing the cataloging of cartographic materials using RDA. As of late January 2014, there were 72 subscribers to the list and three dozen posts. The list is hosted by the ALA Mail List Service, and an archive of posts is maintained on the ALA lists website. The list is open to ALA members and non-members alike. To sign-up: http://lists.ala.org/sympa/info/magirt-rda.

The first OpenGeoportal National Summit was held Oct. 27–28, 2013 in Boston, Massachusetts. More than 40 people participated in the summit, and one of the action items of the meeting involved the formation of a Metadata Working Group (MWG) to coordinate metadata standards and best practices among participating institutions. More information is available on the MWG wiki. Participation in the MWG is voluntary and open. If you’d like to participate in the group, please contact MWG co-coordinator, Marc McGee.

A manuscript draft of RDA for Cartographic Resources by Paige Andrew, Mary Larsgaard, and Susan Moore has been completed and submitted to the publisher, ALA Editions, in early January 2014. The authors are waiting to receive feedback from the publisher but are hopeful of a publication date in time for ALA Annual 2014.

The Library of Congress Geography and Map Division has been working on a Cartographic Resources Manual which will replace the LC Map Cataloging Manual. When it is finished the manual will be published and made freely available on the Library of Congress website. The tentative release date is sometime in 2014.

Nancy Kandoian, part of the editorial team for Descriptive Cataloging of Rare Materials (Cartographic) (DCRM(C)), reported that work on the draft is still in progress. DCRM(C) will be published as a free, online resource, as a PDF, and through Cataloger’s Desktop. The publication date is still unknown but may occur sometime in 2014. A draft version is available for review. Nancy also noted that Descriptive Cataloging of Rare Materials (Graphics) has been finished and published online and is also available through Cataloger’s Desktop.

Discussion topics included:

  • applying the work/expression/manifestation/item (WEMI) model to editions of cartographic materials
  • digital gazetteers and linked open data
  • the purpose and limits of geographic coordinates in authority records
  • using geographic coordinate data in MARC records for spatial search interfaces
  • best practices for recording geographic coordinate data in MARC (DDDMMSS vs. decimal degrees; and place-holding zeroes in 255s)
  • status of BIBFRAME
  • OCLC's Bibliographic Record Notification service and the utility of minimal-level records for cartographic material
  • use of collection level/finding aid records to address map collection backlogs
  • Library of Congress interlibrary loan services
  • MarcEdit as a cataloging tool

A more detailed report of the Cataloging Interest Group meeting will be published in Map and Geospatial Round Table’s newsletter, base line. The chairperson at the meeting was Marc McGee.

Reported by Marc McGee

Catalog Form and Function Interest Group

The interest group met on Sunday, January 26, 2014, at 3 p.m.; approximately 50 people attended.

Because of such new technologies as discovery systems and library service platforms, search and discovery in libraries are rapidly changing. Libraries are challenged with integrating these new tools with such traditional search systems as the online public access catalog (OPAC). While some libraries have chosen to ‘hide’ their traditional OPACs, other libraries feel they are too valuable to replace with a discovery system. Two presenters spoke to the group about their libraries’ decisions to keep their OPACs visible on their websites.

Ellen Caplan, Head of Cataloging, Ralph W. Steen Library, Stephen F. Austin State University, discussed the Steen Library’s split screen OPAC/Summon search results page. Conducting a default search from the library’s homepage will turn up two results lists: one with results from the library’s local collection that is delivered by the OPAC and one with full-text article results delivered by Serials Solutions’ Summon Service. The lists appear side-by-side on the results screen. Ellen argued that keeping the OPAC results separate from those of the Summon Service prevents local items from being “lost” in the discovery system.

Denise A. Garofalo, Systems and Catalog Services Librarian, Mount Saint Mary College Library, discussed the library’s recent website redesign project and the reason for keeping the OPAC, not only visible, but prominent, on the homepage. Due to cost, the library has not chosen to implement a discovery system at this time, so the OPAC is the primary method of searching for resources. According to user feedback, the OPAC remains an essential resource, and the Mount Saint Mary College Library wanted to ensure that users could more easily access it after the website upgrade.

After the presentations the floor was open for questions and discussion. Audience members asked follow-up questions about the projects. The chairperson at this meeting was Kelsey Brett.

Reported by Kelsey Brett

Cataloging and Classification Research Interest Group

The interest group met on Sunday, January 26, 2014, at 10:30 a.m., and approximately 75 people attended. There were three presentations on the topic of “Cataloging Using RDA and Linked Data”.

Peter Spyers-Duran, Associate Librarian, University of Central Florida Libraries, presented “RDA-Transcribing TOC”, a report on developing a process for enriching bibliographic records by adding table-of-content information found on publishers’ web sites using RDA rule 1.7.1.

Kimmy Szeto, Assistant Professor/Metadata Librarian, Baruch College, City University of New York and Christy Crowl, founder, ProMusicDB, presented “Building Authorities with Crowd-sourced and Linked Open Data in ProMusicDB”, a report on a project to create a comprehensive metadata aggregation platform, ProMusicDB, that uses linked open data for gathering information on the activities of music professionals.

Diane Hillmann, consultant with Metadata Management Associates, presented “Mapmakers”, which focused on addressing differences between concepts of cross walking and semantic mapping as they relate to the world beyond MARC21.

A more detailed summary of all three presentations and accompanying slides are available at the interest group’s ALA Connect site. The chairperson for the meeting was Anastasia Guimaraes.

Reported by Anastasia Guimaraes

Cataloging Norms Interest Group

The interest group met on Saturday, January 25, 2014, at 10:30 a.m., and approximately 55 people attended. There were two presentations:

Bill Schultz and Ellen Corrigan, cataloging librarians from Eastern Illinois University, presented “Crossing the Line: the Experience of Catalogers on the Reference Desk.” The talk covered the skills that catalogers bring to the reference desk, what catalogers can learn from the experience, and how the experience might inform their cataloging. At Eastern Illinois University, cataloging librarians work four hours per week at the reference desk. The speakers argued that, with their knowledge of the catalog and the way in which information is indexed, catalogers can help users develop targeted search strategies that get better results than a typical Google-style search. Catalogers are also familiar with such tools as ClassificationWeb that reference librarians may not think of or have access to. The speakers talked about augmenting catalog records to help users find information. Contents and summary notes, for example, can be created to expose keywords that may not appear in standard subject headings or title fields. The presenters believe that having catalogers staff the reference desk can be beneficial both public and technical services departments.

The second presentation was given by Carolyn Hansen and Sean Crowe from the University of Cincinnati and titled “From Cataloging to Metadata: Differences in Scope, Skills, and Standards.” The talk detailed a collaboration between the Digital Projects and Technical Services Departments to develop a crosswalk for more than 9,000 Dublin Core records, currently residing in a DSpace repository, to the Visual Resources Association (VRA) standard, a step that will lead to their inclusion in the LUNA Commons digital library. The speakers talked about skill development and recommended developing a baseline working ability for as many standards and scripts as possible, since maintaining that a general understanding of many standards can be more useful than in-depth knowledge of just one or two. For this project, a mapping was developed between the qualified Dublin Core and VRA. A one-to-one match was impossible since VRA is much more granular (map available). A batch process was developed using a simple Python script and the metadata and thumbnails were harvested for display in the library’s Summon Service discovery tool for added access. The digital collection can be seen online. The co-chairs for the meeting were Emily Flynn and Janet Ahrberg.

Reported by Janet Ahrberg

Copy Cataloging Interest Group 

The interest group met on Saturday, January 25, 2014, at 8:30 a.m., and approximately 95 people attended. There were four speakers:

Angela Kinney, Chief, Library of Congress African, Latin American and Western European Division, gave the report from the Library of Congress (LC). In the fiscal year 2013, LC completed 64,782 bibliographic records using bibliographic copy. The figure represents 24.4 percent of all MARC 21 bibliographic records completed by LC. The use of copy was important in that it allowed LC to complete work on a total of 265,162 bibliographic records. Copy cataloging production for books was unchanged from the 2012 fiscal year and is notable because 2013 was the year in which LC implemented the RDA standard for cataloging all new books, Internet sites, and cartographic materials. RDA training was provided for original catalogers and copy catalogers in 2013, and the copy cataloging staff completed an additional four-hour class in May 2013. RDA training materials remain available on the Program for Cooperative Cataloging website. Kinney explained the current LC policy allows for copy catalogers to code records for monographs as either RDA or AACR2. LC policy requires that all access points in records, including AACR2 records, be in the preferred RDA forms.

Amy Hart, former Head of Resource Management/Bibliographic Services, Minuteman Library Network (now living in Brisbane, Australia), took note of Australia’s involvement in the development of RDA through its membership on task forces and committees. RDA training in Australia was accomplished through a collaboration between the National Library of Australia and the Australian Committee on Cataloguing. The organizations conducted a limited number of “Train the trainer” courses, and like the Library of Congress, the National Library of Australia created training documentation and made it available from its website.

Marian Schad, sole cataloger at Joseph Krauskopf Memorial Library, Delaware Valley College, addressed her self-directed RDA training and the experience of learning to use the RDA Toolkit. She explained how local practices had changed as she moved forward with RDA cataloging and how a consideration of the library’s user played a role in these changes.

Nastia Guimaraes, Manager, Batch Processing, Data Support, and Metadata Services, Hesburgh Library, University of Notre Dame, presented a workflow for batch loading vendor records. An initial pre-processing step using access level record guidelines and the locally developed MarcModifier program ensures the quality of the records. The program makes set changes to all records in the file and provides reports about the records to the staff and catalogers doing the analysis. Some of the quality issues encountered have included: a World Bank e-Library record file with hundreds of URLs pointing to the wrong content and Project Muse records lacking the 260/264 fields. Once the file is edited, MarcEdit is used to convert the file back to raw MARC for loading into the library catalog. To keep track of the batch loading workflow, Ms. Guimaraes noted, they library uses the electronic resources management system CORAL, an open source program developed at Hesburgh Library. It helps to seamlessly link acquisitions, licensing, and MARC records information. Co-chairpersons for this meeting were Janet Ahrberg and Tricia Mackenzie.

Reported by Janet Ahrberg

Faceted Subject Access Interest Group

The interest group met on Saturday, January 25, 2014, a 4:30 p.m., and approximately 50 people attended. Ed O’Neill, senior research scientist at OCLC, discussed OCLC’s work with faceted applications of subject terminology (FAST). Assisted by colleague Eric Childress, he gave a live demonstration of searchFAST, a simple search interface that retrieves FAST terms and can display FAST authority records and WorldCat records using the retrieved headings. Searches can be done as keywords and limited to the full heading, subheading, see also heading, LC source heading (full or keyword), FAST authority control number, and LCCN. Results can also be limited to a specific facet: topical, geographic, corporate name, event name, personal name, uniform title, form, and time period.

FAST is not intended as a complete system, but rather as a complement to other access methods. The database will be updated periodically, with plans for at least two updates a year. Find the search interface at http://fast.oclc.org/searchfast. The chairperson for this meeting was Brian Falato.

—Reported by Brian Falato

Heads of Cataloging Interest Group

The interest group met on Monday, January 27, 2014, 8:30 a.m., and approximately 150 people attended. The group invited two speakers to discuss the topic of transforming a catalog department into an organization that works outside traditional cataloging boundaries. John Riemer, Head, Cataloging & Metadata Center, UCLA, and Philip Schreur, Head, Metadata Department, Stanford University, shared their efforts to move their respective departments into a MARC/non-MARC environment with the audience. The co-chairs for this meeting were Jee Davis and Jennifer Roper.

—Reported by Jee Davis