2012 June 17. OCLC Users Group Meeting

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1 2012 June 17 OCLC Users Group Meeting

2 David Whitehair and Cynthia Whitacre

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

WorldCat Growth since 1978 250 200 Millions of records 197 236 264 150 100 50 0 139 108 86 39 41 44 47 50

4 WorldCat Growth since Millions of records As of 27 April 2012

5 Multilingual WorldCat Total Records English German French Spanish Japanese Chinese Dutch Italian Russian Latin m 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 Percentage of records for non- English materials 60.15% April 2012

6 Non-Latin Scripts in WorldCat June 2010 June 2011 June 2012 Arabic script 506, , ,050 Bengali script CJK script 7.5 million 12.5 million 13.5 million Cyrillic script 398, , ,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, , ,191

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

8 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

9 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 ts/recent.htm

10 GLIMIR displays

11 cataloging/presentations.htm

12 RDA Implementation & OCLC Connexion Client Changes MARC Update including new fields & subfields Policy Issues Training

13 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)

14 RDA Toolkit link and RDA Workforms

15 RDA Books Workform

16 RDA Personal Name Authority Workform

17 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 Documentation: Technical Bulletin 261

18 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

19 RDA Policy Issues Current OCLC policy statement is still in place: Discussion paper (Incorporating RDA practices into WorldCat): This paper was posted for about a 2 month comment period which ended April 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.

20 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, 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)

21 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. )

22 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

23 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: Others offering training: ALCTS, LC, RDA toolkit training by ALA publishing, regional groups

24 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

25 VIAF: Virtual International Authority File Now an OCLC production service available at: 22 agencies from 19 countries have contributed data National Library of Israel is a participant

26 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

27 VIAF screen search results

28 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.

29 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.

30 Standalone heading control software For more information see: 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.

31 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

32 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

33 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

34 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

35 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.

36 Questions? David Whitehair Cynthia M. Whitacre

OCLC President s Report

Americas Regional Council Meeting, Anaheim, CA, 22 June 2012 #OCLC OCLC President s Report Jay Jordan President and CEO OCLC Membership Poll Which motorcycle gang should I join? Which motorcycle gang?