Tag: cataloging
SCP monthly update – March 2012
The Shared Cataloging Program (SCP), based at UC San Diego, provides catalog records for the UC campus libraries. SCP provides regular updates which we will now be posting on the Collection Services blog:
From SCP’s Adolfo Tarango
Our highest record distributions for serials in February were Open Access (201 titles), DragonSource (104 titles), Sage (46), Taylor & Francis (28), and LexisNexis (24 titles). The DragonSource distributions are the first for that package. This is a Chinese language Tier 2 resource for which titles are individually selected by the subscribing campuses’ bibliographers. DragonSource is a full-text database of popular Chinese-language magazines and journals published in China after 1997. The journals included cover a wide scope of subject areas: politics, economics, literature, arts, philosophy, history, society, popular science, military science, education, family, recreation, health, and fashion. Both text and audio versions are provided.
The primary monographic record distributions were for Springer (454 titles), ACM (385 titles), CRC Press (356 titles), Apabi (234 titles), Knovel (179 titles), IEEE (137 titles), CIAO (102 titles), Alexander Street Press (95 titles), and CalDocs (39 titles). Almost all the Alexander Street Press titles are for the collection Women and Social Movements in the United States, the first distribution for that collection. Items in this collection cover the span of years from 1600 to 2000.
SCP continues consulting with III and UCSD staff on transitioning to Unicode. At this point we appear to have the problems identified and a solution is in the works. We are hoping III will implement its solution soon. Once that is done, we will announce a new timetable for our transition which will include time for sending another test file.
Until next month …
March 2012 Update: Next Generation Technical Services
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NGTS updates may be found at the NGTS blog
Power of Three (POT) Groups UpdatePOT 1: Build the UC Digital Collection infrastructure POT 1 has adjusted its task list and timeline to reflect feedback from the NGTS Management Team, and is preparing to charge lightning teams. The lightning teams to be created in the near term will focus on gathering requirements for a system-wide Digital Assets Management System (DAMS) with discovery and display options and developing an aggregation strategy that ensures existing UC digital assets will be available for discovery and display as part of the UC Library Digital Collection.
POT 2.1 Lightning Team 1 has completed and submitted its report on the current shelfready environment to the POT. POT 2.2 is evaluating responses from the Heads of Technical Services (HOTS) and Cataloging and Metadata Common Interest Group (CAMCIG) regarding the acceptability of the BIBCO Standard Record (BSR) and has begun drafting the framework and guidelines for applying the BSR.
POT 3 has completed several steps in drafting a UC-wide implementation plan for Archivists’ Toolkit, including identifying a proposed infrastructure, identifying support needed to facilitate migration to AT, and defining services available to users of the CDL-hosted service. POT 3 has also completed drafting a minimal record specification for collections and will be working with POT 2.2 to solicit feedback. POT 4: Simplify the recharge process A key milestone was achieved in this fiscal quarter as remaining campuses (UCD, UCSB) implemented the deposit system for CDL co-investments. POT 4’s Lightning Team 1 has completed its analysis of the survey results on implementation of the deposit system thus far. A key assumption to be tested by the POT was that using deposit accounts for CDL co-investments would minimize the number of transactions and result in overall efficiencies and cost savings. The assessment finds that while implementation of a deposit account system has reduced the number of recharges between CDL and each campus from numerous times per year to about four or five times per year, those savings have been offset by the work campus accounting units perform to track expenditures against deposit accounts. So while there have been efficiencies gained for the CDL acquisitions unit, the overall library workload has not been reduced, but changed. The POT will be digesting and communicating the findings in further detail. Lightning Team 4.1 further recommends gathering input from campuses on the process after the end of the fiscal year.
POT 5: Maximize the effectiveness of Shared Cataloging POT 5 Lightning Team 1 has begun drafting a report on Shared Cataloging Program (SCP) record distribution based on analysis of survey results. A second lightning team has compiled data that would ascertain the monetary and staffing costs of SCP record distribution and identified three use-case scenarios to guide their analysis of the costs of campuses obtaining records on their own. POT 6: Develop system-wide Collections Services Operations POT 6 Lightning Team 1A has completed its report of existing shared staffing agreements and projects. The POT is completing the compilation and analysis of survey results on campus staffing needs; needed tools; and existing backlogs. POT 7: Transform collection development practices POT 7 has completed and posted its “Current Inventory of UC Cooperative Collection Development Activities” on the Collection Development Committee (CDC) website to collect and provide as much information as possible on these activities for collection officers, bibliographers, and other library staff. (Note: the document is intended for internal staff information and may be viewed with the CDL password.) NGTS Communications
You can also subscribe to the RSS feed or track #ucngts on Twitter. Do you have questions or feedback about NGTS? Feel free to e-mail Emily Lin, NGTS Communications Manager, at elin@ucmerced.edu. You can also post your feedback on Twitter with #ucngts or submit a question on the blog anonymously. All feedback will be reviewed and responded to by the NGTS Management Team. |
New Catalog Department Website
On behalf of the Catalog Department Managers’ Group I would like to introduce the new Catalog Department Website. The website has a clean look and is easy to navigate. Former TS wiki content has been updated and in some cases relocated (e.g. to Asktico). There is also new content which includes a well-developed training section, and a neat “Cataloging News” newsfeed.
http://www.lib.berkeley.edu/catalog_dept
Lead by Armanda Barone, the site was developed with help from Lisa Weber and Robert Smith. Please take a look through the website and let us know what you think! If you have suggestions for additional content, links you would like added, or information you can no longer find, let us know these things too.
Out with the old, and in with the new … In addition to sharing the new website, we also need to say good-by to the TechServices Wiki. As of 30 November 2011 it has been removed from service.
Many thanks go to Armanda, Lisa, and Robert for their good work.
Regards,
Lisa Rowlison de Ortiz
Catalog Department
Tracing Material Within the Catalog Department’s Workflow
The Catalog Department is pleased to resume tracing for urgently needed material that is within the Department’s usual 14-week workflow.
The service will be a part of BadCat, and tracers will be initiated through the BadCat webform. Under “Request Type”, select the “Trace Material” radio button. This will alter the form slightly so you may supply the information necessary to trace a particular title.
The tracing guidelines have been revised and updated. Please see the document “Tracing Material Within the Catalog Department’s Workflow.” The revised guidelines require that the material has been received (not merely on order), that a hold has been placed by the user, and that the BadCat form be filled out.
The BadCat FAQ has been updated to include information on placing a tracer. See especially page 4.
Finally, a very sincere thank you to Linda Kwong, Lorelie Crabtree-Mansur, and Michael Meacham for their stellar work. Updating workflows, policies, the BadCat web form, and the BadCat Footprints system are just a few of the many, many tasks that needed to be completed and integrated in order to get this project off the ground.
Thanks very much!
Lisa
Hold Off Edit Holdings Records Where Volumes are Split between Campus and the NRLF
Library Staff who Work With Holdings Records
Please do not edit Millennium holdings records (Library Has note) to reflect the split of volumes held at NRLF and those held locally. Procedures for this work are currently being written and will need to be vetted with the appropriate Library Councils and committees before putting them into production. If your Library Council or committee wishes to be among those to vet these procedures, please contact: Lisa Rowlison de Ortiz, Head of Serials Cataloging.
Background
In Gladis we had a “Library Has” note (SUM) that showed all volumes owned by a location. Displayed right below it was a “Storage note” (STO) note that indicated which volumes were at the NRLF. A patron could figure out what was on campus by deduction. If it’s in the SUM note, but not in the STO note, it’s on campus.
In Millennium, the campus item records are under the campus location and the NRLF item records are under the NRLF location. Each location shows what is held at that location (i.e., a statement of location, not ownership). When a patron sees a “Library Has” note under the campus location, it looks like all the volumes are on campus. They have to look farther down the display to see the NRLF location to really know what’s on campus and at the NRLF. The Systems Office has just completed running a program that placed a note under appropriate “Library Has” notes in campus locations that says “Some volumes stored off campus; see NRLF holdings below” This will at least give a heads-up to patrons that what they want may not be on campus.
The Catalog Dept. and NRLF are working on procedures for editing holding records for both campus locations and the NRLF. They will be ready for vetting soon.
Authority Control Coming to OskiCat
Bernie Hurley, Director of Cataloging, has recently charged a committee to perform the groundwork needed to have authority control in OskiCat.
The Authority Control Task Group (ACTG), chaired by Randy Brandt of the Bancroft Library is charged to:
- Investigate Millennium Authority Record maintenance and processing and the authority control needs of Technical Services and the self-cataloging units, including the Affiliated Libraries
- In consultation with Library Purchasing, write and execute a Request for Proposal (RFP) to outsource authority control functions to a qualified vendor
- Submit draft RFP to the Cataloging Management Group (CMG) and Technical Services Council (TSC) for review
- Develop scoring criteria for evaluating qualified RFP’s
- Evaluate qualified RFP’s based on cost per quality point
- Make recommendations to CMG and TSC
ACTG’s complete roster is:
- Randal Brandt, The Bancroft Library (chair)
- Kai Stoeckenius, The Catalog Department
- Karen Yu, East Asian Library
- Dana Jemison, Library Systems Office
Although their work has just begun, our hope is OskiCat will have authority control up and running within the coming year. Thank you and good luck ACTG!
11/8/10 Lisa Rowlison de Ortiz
New Procedure for e-Resources: URLS added to OskiCat Record Sooner
In an effort to expedite access to electronic resources, the Acquisitions and Catalog Departments have agreed to a new procedure in the electronic resources processing workflow. The URL link to the OskiCat record will be added at the point the publisher authorizes access.
Currently the URL for an electronic resource is only available in OskiCat once the resource has been cataloged. This is the case not only for new materials but for continuing resources that have had title changes.
Under the new procedure, Acquisitions staff will add the URL to the order record at the point the publisher has authorized access. This means that URL link will be accessible in OskiCat in advance of the completion of the cataloged record. Once the resource is cataloged the OskiCat record will be uploaded to Melvyl,
It is our hope that, by moving up the point at which a URL is added to the OskiCat record, UCB users will get a jump start on access to these critical online resources.
Cheryl Cook and Lisa Rowlison de Ortiz
Collections Services Defined
Since September 2010, I have been working with Collection Development, Scholarly Communications, Licensing, Acquisitions, Cataloging, and Preservation, and have found it very useful to think of these as a single management entity. This has encouraged me to find the best balance of all our efforts to ensure that we get content to our users in the most direct and efficient manner.
After consultation with my unit heads, Library ADMIN and Collections Council, I have formalized this arrangement. See a new document, Collection Services Defined, which is “filed” on the Collections Services staff-side web.
I welcome any questions or comments you may have about this new arrangement.
Best regards, Bernie
Welcome to the Catalog Dept. Blog
Starting this December, we will begin “pushing” targeted department policy and operational announcements to interested staff through a new blog. Our intended audience is anyone who is affected by changes in our policy and procedures.
We hope to encourage a wide range of management and technical services staff throughout the Library to subscribe. We will be respectful of your time by being selective in what we post, limiting its length, and trying to identify early in any post who it will most affect. There will be an opportunity for staff to comment on a post and we would encourage questions of clarification. Postings that start longer conversations may be moved to a more appropriate venue (Round Table, Tech Services Council, BTECH, etc.).
We hope that you will subscribe to our new Catalog Department blog.
Catalog Department Priorities
The Catalog Department very recently had its staff reduced by 25% due the library-wide hiring freeze and staff participation in the Voluntary Separation Option (VSO). In response, we have developed new priorities that focus our remaining resources on high priority needs. These priorities have been presented and discussed at all the Subject Councils, DMAG, Round Table and with the Library Administration. In the next week or two, we will post a few short blogs on each of our new priorities, listed below.
Cataloging Priorities
Priority 1: Establish a standard and efficient workflow
Priority 2a: Maximize patron access to newly received monographs by cataloging as much of this material as possible.
Priority 2b: Fix high-priority record problems reported to the Catalog Department
Priority 3: Manage the backlog and find creative means to reduce its size
Communication Priorities
Priority 1: Facilitate ongoing and open communications with library staff users of Catalog Department Services to ensure we understand their high-priority needs
Priority 2: Establish targeted communication methodologies to disseminate cataloging policy, priorities and procedural changes to library staff and administration