OCLC Users Group Meeting 2012 June 17 David Whitehair and Cynthia - PowerPoint PPT Presentation

OCLC Users Group Meeting 2012 June 17

David Whitehair and Cynthia Whitacre

Welcome, Jack! Jack B. Blount 5 th President and CEO OCLC Effective July 1, 2012

WorldCat Growth since 1978 Millions of records 250 264 236 200 197 150 139 100 108 86 67 50 61 55 52 50 47 44 41 39 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 As of 27 April 2012

Multilingual WorldCat Percentage of records for non- Total Records 262.3 m English materials 104.5 m English 34.9 m German 24.9 m French 11.0 m Spanish 7.9 m Japanese Chinese 6.4 m 4.3 m Dutch 60.15% 4.2 m Italian Russian 3.5 m 3.5 m Latin April 2012

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 data about the world’s libraries. Find and get it. Shared infrastructure to manage and share resources across libraries and across communities.

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 ǂ d 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 ǂ b, ǂ c, ǂ d, and/or ǂ q), 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 ǂ v 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 ǂ b 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