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OLAC NEWSLETTER
Volume 22, Number 1/2
March/June 2002



TABLE OF CONTENTS

FROM THE EDITOR

FROM THE PRESIDENT

TREASURER'S REPORT

OLAC MEETING MINUTES
CATALOGING POLICY COMMITTEE
EXECUTIVE BOARD MEETING
MEMBERSHIP MEETING
OLAC OUTREACH/ADVOCACY ACTIVITIES

MEET THE CANDIDATES

CONFERENCE REPORTS
ALCTS MEDIA RESOURCES COMMITTEE
MARBI
CC:DA
AMIA
MOUG
OLAC 2002 CONFERENCE PREVIEW

NEWS FROM OCLC

NEWS & ANNOUNCEMENTS
UCLA FILM & TELEVISION ARCHIVE RECORDS AVAILABLE VIA RLG
ONLINE OLAC MEMBERSHIP DIRECTORY NOW AVAILABLE
OCLC INSTITUTE SPRING SEMINAR SCHEDULE
CATALOGING ELECTRONIC RESOURCES WITH NANCY B. OLSON
OCLC INSTITUTE "CATALOGING INTERNET RESOURCES" VERSION 2
NACO TRAINING AT OLAC 2002 CONFERENCE
BOOK REVIEWS

EVERYTHING YOU ALWAYS WANTED TO KNOW




FROM THE EDITOR
Jain Fletcher

This is my first issue as Editor and I must say, it has been a fascinating experience. As OLAC readers know, issues no. 1 and no. 2 have long been delayed. However, the holdup has been addressed and we are moving forward again. The evidence of this fact lies before you, in an issue which merges the March and June OLAC Newsletter content for 2002. As soon as this issue goes to press, work on the September issue will commence (indeed, has already begun). While that issue will also be somewhat delayed, it will be much closer to its usual arrival time than this one. By December, you should be able to expect issue no. 4 at its usual time.

Those of you familiar with OLAC know well that this is an active organization, with a membership full of highly capable and dedicated individuals. If it were not for the members of the Board (past and incoming), as well as the officers and contributors (long-time and new), I would not have been able to make any promises about getting the issue back on track so soon, relatively speaking. It was the Board that decided to merge two issues into one in order to gain a faster foothold on currency. Officers and contributors were ready to help, going so far as to re-submit their prior contributions to me when needed. I have received a bounty of good advice and welcome offers of proof-reading from various quarters. To name all the names involved would take too much space and possibly omit a few, even if inadvertently. Instead, let's just say, it is OLAC itself that can be congratulated for its lively spirit and powerful dedication. I am proud to serve such an organization and hope that I can return some measure of what I have received from OLAC all these years.

Despite its delay, this issue is chock-full of good reading, with a range of articles sure to be of interest to A-V catalogers. There are various accounts of the ALA Midwinter 2002 in New Orleans (with three sets of "OLAC Meeting Minutes" and the "Conference Reports"), announcements of services (to point out a few, see the announcement about Ingram and OCLC in the "News from OCLC" column, as well as the announcement about the UCLA Film and Television Archive joint effort with RLG in the "News & Announcements" column), reviews of two recently published books in the "Book Reviews" column, information about OLAC outreach and advocacy efforts and, finally, the always enlightening "Everything You Always Wanted to Know …" column.

We hope you enjoy it. And I'll see you again. Soon.

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FROM THE PRESIDENT
Kevin Furniss

OLAC is getting ready for its tenth biennial conference, which will be held in St. Paul, Minnesota, September 27-29. The chairs of the local Local Arrangements Committee are Bobby Bothmann and Betsy Friesen, both of the University of Minnesota. For more about the conference, see the "OLAC 2002 Conference Preview" in this newsletter issue.

My congratulations to Susannah Benedetti, of the University of North Carolina at Wilmington, who won the OLAC Scholarship to attend the St. Paul conference. I trust you will have a great time, learn lots, meet some great people, take home some fond memories, and come to enjoy OLAC as much as I do. My sincere thanks to the Scholarship Committee: Mary Konkel, chair, College of DuPage, Glen Ellyn, Illinois; Marlyn Hackett, Cook Memorial Public Library, Libertyville, Illinois; and Joan Colquhoun McGorman, Southeastern Baptist Theological Seminary, Wake Forest, North Carolina.

We recently ran our annual election, with Cathy Gerhart becoming our new Vice President/President Elect and Rebecca Lubas our new Secretary. My congratulations to the winners and thanks to Mike Esman and the rest of this years' Elections Committee for coming up with a great slate of candidates, and to the candidates for their willingness to serve.

It is my pleasure to announce the following appointments to the Cataloging Policy Committee: Iris Wolley, Cornell University, will become the new chair of CAPC; Rebecca Lubas, M.I.T., Lisa Bodenheimer, Clemson University, and Valerie Bross, U.C.L.A., will serve two year appointments as members; Sue Leister, Rice University, and Robert Bratton, University of Maryland, will serve one year appointments as interns. These appointments will officially begin immediately after the June 2002 ALA Conference.

OLAC is still looking to appoint a liaison to CC:DA. John Attig has agreed to report CC:DA activities to OLAC on an interim basis, and I thank him very much for that. If you are interested in becoming OLAC's CC:DA liaison please contact Kay Johnson for details.

In this my final FTP column I'd like to say what a fantastic experience it's been to work with a great executive board. To Lowell Ashley, Meredith Horan and Nancy Holcomb, who recently rolled off the board, it's been fun, lotsa laughs, and I'd like to personally thank you for your contributions to OLAC. To our four newest board members, Cathy, Rebecca, Iris, and Jain Fletcher, our new Newsletter Editor, I'm looking forward to working with you, and I wish you trouble-free operation and a smooth ride.

For those who have ever thought about an executive position with OLAC, don't just think about it, do it. OLAC is a great organization, and through my tenure as 1998 Conference Chair, and then as President, OLAC has given me many of the most fulfilling moments of my professional life. It's lots of fun, too.

Well, ta ta for now, and I look forward to seeing and meeting you at the 2002 Conference in St. Paul.

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TREASURER'S REPORT
2nd and 3rd Quarters
and Year-To-Date
Through March 31, 2002
Jan Mayo, Treasurer

 

2nd Quarter

3rd Quarter

    Year-To-Date

OPENING BALANCE           

$13,296.05

INCOME                                                                        
      Memberships

$3,445.13

$1,617.00

$5,548.13

      Dividends

$59.07

$37.85

$189.32

TOTAL

$3,504.20

$1,654.85

$5,737.45

EXPENSES
      ALA

 

 

$527.37

      Board Dinner

 

$206.69

$552.85

      Stipends

$200.00

$1,015.00

$2,115.00

      MOUG share/conference proceeds  

$582.54

$582.54

      Seed money for 2002 conference  

$2,000.00

$2,000.00

     Account Fees
            Annual fee    

$300.00

      Postage & Printing

$1,636.71

$767.71

$2,956.28

TOTAL

$1,836.71

$4,571.94

$9,034.04

CLOSING BALANCE   

$9,999.46


MEMBERSHIP as of June 11, 2002
      Personal:         374
      Institutional:     248
Total:                   622

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ONLINE AUDIOVISUAL CATALOGERS
CATALOGING POLICY COMMITTEE (CAPC)
ALA MIDWINTER CONFERENCE
New Orleans, Louisiana
January 18, 2002

Minutes


The meeting was called to order at 7:30 P.M. by Meredith Horan, CAPC Chair. Members present included: Meredith Horan, Greta de Groat, Lynnette Fields, Robert Freeborn, Steven Miller, David Reynolds, Lisa Bodenheimer (intern) and Rebecca Lubas (intern). Ex officio member John Attig (MARBI Liaison) was present. Ex officio members Ann Caldwell (NACO-AV Funnel Coordinator), David Procházka (NACO-AV Assistant Coordinator) and member Iris Wolley were unable to attend.

  1. There were 30 guests. Members of CAPC, OLAC Board members, and guests introduced themselves.

  2. Minutes of the CAPC meetings of January 12, 2001, and June 15, 2001, were approved as published in the OLAC Newsletter.

  3. Subcommittee/Task Force Reports

    1. Subcommittee on Source of Title Notes for Internet Resources (M. Horan for I. Wolley)

      This project investigated what parts of a Website are used for source of title notes, how they might be defined, and which ones might be considered prescribed sources. The projected outcome was to be a document including definitions of the various sources of titles available on Websites with examples.

      Currently two documents are available. The first is a text document, Source of Title Note for Internet Resources submitted by Marcia Barrett, found at this URL: http://www.olacinc.org/capc/stnir.html. The second contains the text of the first one and graphics of the examples.

      At its meeting on June 15, 2001, CAPC approved ongoing work to the document including editing existing text, adding further explanatory text and somehow combining the images with the text. To date, most of the edits to the text have been done. Images pose more complex problems and must be worked out with Sue Neumeister who will be updating the resource. A schedule was projected for completing the work by June 30, 2002.

    2. Authority Tools for Audiovisual Catalogers (M. Horan for D. Procházka)

      David Procházka, current Editor of this tool, submitted a written report.

      This document’s title has been changed to Authority Tools for Audiovisual and Music Catalogers, the introduction has been rewritten, and the table of contents revamped. The section "Resources to be Included in Next Version" has been dropped, no longer being necessary. Fourteen works have been added to the existing list of 33, including corresponding indexing. The new version incorporating these changes will be released in February and announced on the AV listservs. David Procházka will continue as Editor in 2002.

    3. Chapter 9 Task Force (J. Attig)

      This task force comprised of John Attig (Chair), Steven Miller, Robert Freeborn, Rebecca Lubas, and Ann Caldwell, produced a PowerPoint presentation on the revisions to AACR2 Chapter 9 that has been found very useful worldwide. Many good comments have been received, from as far away as South Africa. This presentation is the focus of a meeting of the ALCTS CCS Copy Cataloging Discussion Group at ALA Midwinter.

    4. Summary/Abstract Task Force (L. Bodenheimer)

      A draft compilation of guidelines and examples with recommendations was sent to CAPC members recently. It states the value of using carefully chosen terms that are keyword searchable, and gathers together guidelines for various formats. The document still needs editing, and comments are solicited from CAPC between now and Annual. Send e-mail to Chair S. Holmes at holmessz@glinda.colorado.edu or holmess@colorado.edu. Task force members include Sheryl Holmes (Chair), Jeannette Ho, Rebecca Lubas, Lisa Bodenheimer, Sueyoung Park, and Virginia Rasbold, with assistance from Gene Kinnaly and Karen Plummer.

    5. DVD Primer Task Force (R. Freeborn)

      This group was formed just before ALA Annual in San Francisco, June 2001. Members are Francie Mrkich, Nancy Olson, Sueyoung Park, Scott Piepenburg, Verna Urbanski, and Robert Freeborn (Chair). They are developing a DVD primer. To date they have drafts of recommendations for Chapter 7 (Videorecordings) and Chapter 9 (Electronic Resources). They still need to create draft recommendations for Chapter 6 (Sound recordings) and update their list of reference sources. A final draft should be ready for CAPC consideration by ALA Annual in June, or at the latest the OLAC Conference in St. Paul in September.

    6. Integrating Resources Task Force (S. Miller)

      This is a new task force. Members are Kay Johnson, David Reynolds, and Steven Miller. The charge is to develop a PowerPoint presentation for integrating resources, similar to what was done for Chapter 9. Materials needed to proceed are the revised AACR2 Chapter 12 and LCRIs, expected sometime this summer. This may be a joint activity with BIBCO.

    7. Conventional Terminology Task Force (R. Freeborn)

      Task force members to date are David Reynolds and Robert Freeborn. Its charge is to work singly or in tandem with the ALCTS Media Resources Committee on a revision of AACR2 7.5. The proposed revision was inspired by the inclusion of conventional terminology in the revised Chapter 9. This work is just beginning.

  4. MARBI (J. Attig)

    John Attig reported on proposals and discussion papers on MARBI’s agenda at this conference, seeking CAPC’s opinion on issues requiring action at MARBI. Proposal 2002-02 would add subfields containing URL links to fields 508 and 511. CAPC approved this. Proposal 2002-03 relates to dates in the Dublin Core metadata standard, making a place for them in the MARC 046 field. CAPC did not object to this. A proposal relating to maps, to allow the 034 to be of variable length since coordinates may now be recorded using decimals, has only technical implications. Discussion papers cover adding codes for additional formats (such as the various "flavors" of DVD) to the 007, updating terms for the 008 field (to address some inconsistencies in naming conventions that appeared with the changes in chapters 9 and 12), guidelines for using a previously approved set of characters to indicate a nonfiling zone anywhere in a record, some additions requested by the British as they consider abandoning UKMARC for MARC21, and description of moving image material in multiple manifestations by using holdings records (originated by AMIA). His complete report including MARBI results appears elsewhere in this issue.

  5. NACO-AV Funnel (M. Horan for A. Caldwell)

    For LC’s fiscal year Oct. 2000-Sept. 2001, the funnel project contributed 2,411 new names, 7 new series, and changed 294 names. Presently there are 18 active members. Ann will be participating in a panel discussion with other leaders of successful funnels at the PCC Participants’ Meeting during this conference, on Sunday evening. She plans to solicit new members soon, to be trained at the OLAC Conference in St. Paul in September. A session is also being planned at the St. Paul conference for current funnel participants, to include answering questions, solving problems, taking suggestions, etc.

  6. Old Business: Uniform Titles in Video Cataloging (G. de Groat)

    Based on her previous report, Greta wrote proposed Rule Interpretations and posted them on the OLAC Website and on AUTOCAT, generating considerable discussion. Her original proposal had come about from concerns as a BIBCO participant about PCC cataloging of videos, and BIBCO policy on uniform titles. OCLC is doing pre-release cataloging of many commercial videos, so their policy on uniform titles is also of interest. BIBCO has recently specified what is required on PCC records with respect to uniform titles, as opposed to what is required by NACO members. Greta’s proposals are now being discussed by LC. No action is needed on this until something formal is announced. [Subsequent to the meeting, Ann Caldwell reported that LC's Cataloging Policy and Support Office is working on a rule interpretation. The PCC's Standing Committee on Standards will review the RI before it is finalized.]

  7. New Business: LCRI Proposals

    LCRI 22.19: Currently AACR2R forbids a cataloger composed term for occupation in a subfield c to break a name conflict in the name authority file. LCRI 22.19 contains an exception for music only. Martha Yee requests a similar exception for people who work in motion pictures and television. Recommendations to CAPC: two approaches:

    Approach 1. A rule change proposal itself (either a general change of practice for cataloging in all types of material, or a limited change of practice for just moving image materials, music, and sound recordings)

    Approach 2. A request to LC for an LCRI similar to the one for music catalogers, allowing the same practice for moving image materials.

    CAPC decided to set up a task force to address this issue. People interested in serving should contact Meredith Horan.

    CC:DA proposal

    John Attig described a proposal to be discussed at CC:DA from the MRC Standards Subcommittee. Currently the rule for chief source of information in Chapter 7 lists two primary sources in this order: the item itself, e.g. the title frames, and then the container. If the information is not available from these sources, there is a further list of external sources. The proposes that the chief source be the title frames on the item itself, specifically the main titles and the end titles, and then they list some things that are part of the item itself that are outside of the chief source (leader, captions, etc.); and then if the information is not available from that source, they have added internal sources other than the title frames and container as secondary substitute for chief source. The main focus is on the title frames.

    The other part of the revision says that when out of necessity an item must be described without being viewed, do not use square brackets but indicate in a note that the item described has not been viewed.

    Jane Johnson spoke in support of this proposal, saying that it should facilitate shared cataloging. After discussion, CAPC agreed that this proposal constitutes good practice and expressed support for it.

    In the absence of a CC:DA audience observer, John Attig will submit a written report on CC:DA activities (see elsewhere in this issue).

  8. New topics for discussion, new tasks for CAPC to pursue

    Meredith Horan expressed frustration cataloging Web resources when the Web designers have not included adequate descriptive information, especially dates. She suggested a publication or primer to help teach them what we need to have available for descriptive cataloging. Anyone interested in working on this may contact Meredith.

  9. Announcements

    A collection of 15 articles on AV cataloging, many written by OLAC members, has been published as Cataloging and Classification Quarterly, vol. 31 nos. 2, 3/4. It will be published also in a few weeks as a monograph with title The Audiovisual Cataloging Current.

  10. Adjournment

    The meeting adjourned at 9:25 P.M.

Respectfully submitted,

Nancy Holcomb
OLAC Secretary

Recorded attendees: Meredith Horan, Greta de Groat, David Reynolds, Robert Freeborn, John Attig, Nancy Holcomb, Kay Johnson, Sophie Bogdanski, Jain Fletcher, Michael Esman, Sueyoung Park, Gene Kinnaly, Kevin Furniss, Steven Miller, Lynnette Fields, Maxine Sherman, Norma Hendrickson, Diane Boehr, Sandy Roe, Robert Bothmann, Lowell Ashley, Laurel Jizba, Mary Konkel, Jay Weitz, Kelley McGrath, Rebecca Lubas, Lisa Bodenheimer, Shelby Harken, Jane D. Johnson, Bryan Baldus, Mary Haessig, Francie Mrkich, Pat Riva, Les Hawkins, Valerie Bross, Susan Leister, Jeannette Ho, Linda Behrend, Walt Walker.

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ONLINE AUDIOVISUAL CATALOGERS
EXECUTIVE BOARD MEETING
ALA MIDWINTER MEETING
New Orleans, Louisiana
January 19, 2002

Minutes

  1. Call to Order, Introductions, Announcements (K. Furniss)

    President Kevin Furniss called the meeting to order. Board members present included: Kevin Furniss (President), Kay Johnson (Vice President/President Elect and outgoing Newsletter Editor), Lowell Ashley (Past President), Jan Mayo (Treasurer), Meredith Horan (CAPC Chair), and Nancy Holcomb (Secretary). Guests included Betsy Friesen and Bobby Bothmann (OLAC Conference 2002 Co-Chairs), Michael Esman (Elections Committee) and Sheila Smyth (Working Group on the Future of the OLAC Conference).

    There were no announcements.

  2. Secretary’s Report (N. Holcomb)

    The Secretary asked who is the official LC representative to OLAC, in order to update the Roster. The Board is uncertain; the President will investigate.

  3. Approval of Minutes for June 2001.

    The minutes from the Board meeting at ALA Annual, June 16, 2001, were approved as published in the June/September issue of the OLAC Newsletter.

  4. Treasurer’s Report (J. Mayo)

    The complete Treasurer’s report is elsewhere in this issue.

  5. Newsletter Editor’s Report (K. Johnson)

    The new Newsletter Editor is Karen Davis, Head of Monographic Cataloging at Georgia State University. Jain Fletcher, Head of Technical Services and Special Collections at UCLA, is the new Conference Reports Editor.

  6. OLAC 2002 Conference (B. Bothmann and B. Friesen)

    Conference Co-Chairs Bobby Bothmann and Betsy Friesen discussed conference plans to date, including possible keynote speakers, workshop topics and leaders, reception, financial considerations, and conference fee schedule. The President commended Bobby and Betsy on their excellent planning.

  7. Elections Committee (M. Esman)

    Mike Esman presented names of candidates for Vice President/President Elect and Secretary. Cathy Gerhart will run for Vice President/President Elect. Susan Leister and Rebecca Lubas are nominees for Secretary.

  8. OLAC Outreach-Advocacy Coordinator’s Report (K. Furniss for I. Fairclough)

    The Board has received written copies of Ian Fairclough’s report. Over the next few weeks, the President will initiate an e-mail discussion with the Board on the salient points of Ian’s recommendations.

  9. OLAC Website (K. Furniss for S. Neumeister)

    The online directory is up and running. It is password protected, for the use of OLAC members only. [Username and password deleted in online version--smn]. The Website showed greatly increased use in early December, coinciding with the posting of the Chapter 9 training module.

  10. OLAC Awards Committee (L. Ashley)

    The Awards Committee received no nominations for the Nancy B. Olson award for the current year.

  11. New OLAC Logo (K. Johnson)

    Kay Johnson led a discussion of the 12 sample logos that had been submitted to her. The choice was narrowed down to two; Kay will have them rendered by an artist at the size we will be using them, for the Board's review.

  12. Working Group on the Future of the OLAC Conference (S. Smyth)

    Sheila Smyth reported that six members of the Working Group met last evening and agreed that the conference is a good size, when defined as the OLAC Conference only, independently from combined OLAC/MOUG conferences. They also agreed that Conference offerings should include sessions for both beginning and advanced catalogers. They discussed surveying the OLAC membership electronically. Sheila will circulate proposed survey questions to the Board for comment soon after ALA Midwinter.

  13. Closed Session (K. Furniss)

    The following appointments were discussed in closed session: MOUG Liaison, CC:DA Liaison, and CAPC appointments.

  14. Adjournment

    The meeting adjourned at about 6:15 P.M.

Respectfully submitted,

Nancy Holcomb
OLAC Secretary

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ONLINE AUDIOVISUAL CATALOGERS
MEMBERSHIP MEETING
ALA MIDWINTER CONFERENCE
New Orleans, Louisiana
January 19, 2002

Minutes

  1. Call to Order, Introductions, Announcements (K. Furniss)

    President Kevin Furniss called the meeting to order at 8:00 P.M. Other OLAC Board members introduced themselves: Lowell Ashley (Past President), Jan Mayo (Treasurer), Kay Johnson (Vice President/President Elect and outgoing Newsletter Editor), Meredith Horan (CAPC Chair), and Nancy Holcomb (Secretary). There were 22 guests, who introduced themselves.

  2. Approval of Minutes for January and June 2001 (K. Furniss)

    Minutes from the Membership Meetings held in Washington, D.C. in January 2001, and in San Francisco, California, in June 2001, were approved as published in the OLAC Newsletter.

  3. Treasurer’s Report (J. Mayo)

    As of December 31, 2001, OLAC had a balance of $12,916.55. The current membership count for 2002, as of January 17, is 403 members.

  4. Newsletter Editor’s Report (K. Johnson)

    Karen Davis, Head of Monographic Cataloging at Georgia State University, is the new Newsletter Editor.

    Jain Fletcher is the new Conference Reports Editor. Jain is Head of Technical Services in the Special Collections Department at UCLA. Kay recognized Mary Konkel, who had been the Conference Reports Editor for many years.

  5. Working Group on the Future of the OLAC Conference Report (S. Smyth)

    Sheila Smyth reported that six members of the Working Group had met at ALA and discussed surveying the membership on various aspects of the Conference structure. This is the OLAC Conference only, considered independently of joint conferences with MOUG. The survey will be announced on the OLAC list, and mounted on the OLAC Website. A note will be included in case anyone doesn’t have an e-mail address, as to how they can request a survey to be mailed in. No deadline has been established yet for completing the survey.

  6. Outreach-Advocacy Coordinator (K. Furniss for I. Fairclough)

    The President read the Coordinator’s report, which was an assemblage of various activities of member outreach and advocacy from June to December 2001. As coordinator, Ian Fairclough encourages anyone who engages in advocacy activities for OLAC, to let him know about them. The Coordinator’s written report is elsewhere in this issue.

  7. Committee Reports

    1. Cataloging Policy Committee (CAPC) (M. Horan)

      CAPC has seven subcommittees actively working. Chair Meredith Horan summarized their progress. For details, see separate minutes of the CAPC meeting elsewhere in this issue.

    2. Elections Committee (M. Esman)

      Two candidates for OLAC Secretary are Susan Leister from Rice University and Rebecca Lubas from MIT. The candidate for Vice President/President Elect is Cathy Gerhart from the University of Washington. The President called for additional nominations from the floor. There were none.

  8. Reports from Liaisons, Utilities, Library of Congress

    1. ALCTS Media Resources Committee (M. Sherman)

      Maxine Sherman reported on MRC activities at ALA Annual in June 2001 and on the agenda for the MRC meeting at ALA Midwinter 2002.

      See separate written report elsewhere in this issue.

    2. MARBI (J. Attig)

      See separate written report elsewhere in this issue.

    3. CC:DA (J. Attig)

      See separate written report elsewhere in this issue.

    4. AMIA (J. Johnson)

      AMIA Cataloging and Documentation Committee Chair Jane Johnson updated OLAC members on the AMIA Moving Image Gateway project, AMIA's MARBI Discussion Paper no. 4 (to allow the distribution and physical description fields (260 and 300) into the MARC21 Holdings Format), and AMIA's work with the ALA ALCTS Media Resources Committee and OnLine Audiovisual Catalogers (OLAC) to change AACR2 Rule 7.0B on chief source of information for film and videorecordings (in progress). Also, the AMIA Compendium of Moving Image Cataloging Practice has been published by SAA and is available at http://www.archivists.org/. The Compendium surveys and analyzes the cataloging practices of 27 diverse institutions and is accompanied by an electronic appendix of cataloging examples on the AMIA Website (http://www.amianet.org/). AMIA's twelfth annual conference will be held November 19-23, 2002, in Boston, Mass., and will have a Digital Issues theme. The AMIA Cataloging and Documentation Committee is expanding its Website, so check back regularly.

    5. MOUG (R. Freeborn)

      The annual MOUG convention will be in Las Vegas, Nevada, Feb. 17-18, 2002. There will be sessions on cataloging, reference, and interlibrary loan of media materials.

      The MOUG Newsletter is now available on the Web at http://www.musicoclcusers.org/. It includes Jay Weitz’s question and answer column, and "Cataloging Tools & Web Resources."

    6. OCLC (J. Weitz)

      Jay Weitz discussed new developments at OCLC. See written report elsewhere in this issue.

    7. LC (G. Kinnaly for D. Reser)

      David Reser provided a written Library of Congress update for OLAC.
      Gene Kinnaly summarized recent activities at LC. Highlights: LC has received no US mail since Oct. 17, 2001. To communicate with LC, use phone, fax, e-mail, UPS, or FedEx. LC expects to upgrade its ILS to Voyager 2000.1.3 in February. LC has an action plan for bibliographic control of Web resources based on the conference held there in November 2000, available at http://lcweb.loc.gov/catdir/bibcontrol/actionplan.html.
      Electronic resource cataloging is being mainstreamed throughout the Cataloging Directorate.

  9. OLAC Conference 2002 Progress (K. Furniss for B. Bothmann)

    NACO AV Funnel training will take place on Thursday, September 26. A workshop for people involved in SCCTP e-journal cataloging is also planned for that day. A refresher for people already involved in the NACO AV Funnel is scheduled for Saturday afternoon. Several innovative workshop topics are being considered. The reception will be a riverboat cruise, included in the conference fee. Other outings are being planned, to attractions that are within easy walking distance of the conference hotel.

    Conference fee will be $125 for OLAC members, $150 for non-members. People wanting to join OLAC could pay a total of $137 to include a one-year membership beginning January 2003.

  10. New Business

    Verna Urbanski asked about OLAC’s membership. The number of members is steadily increasing each year.

    The President reported for Sue Neumeister that the OLAC online directory is now fully functional and can be accessed through the Website at http://www.olacinc.org/. It will be updated frequently. Only personal members are listed.
    Username: [deleted in online version--smn]
    Password: [deleted in online version--smn]

  11. Adjournment

    The meeting adjourned at 9:45 P.M. and was followed by a Q&A session.
Respectfully submitted,

Nancy Holcomb
OLAC Secretary

Recorded attendees: Lowell Ashley, Kevin Furniss, Kay Johnson, Jan Mayo, Meredith Horan, Michael Esman, Nancy Holcomb, Bobby Ferguson, Jane Johnson, Robert Freeborn, Gene Kinnaly, Sheila Smyth, Sophie Bogdanski, Joanna Fountain, Mary Konkel, John Attig, Maxine Sherman, Lisa Bodenheimer, Nancy Lorimer, Jain Fletcher, Rebecca Lubas, Jeannette Ho, A.R. Tarango, Chris Gorsuch, Andrea Leigh, Verna Urbanski, Jay Weitz, Susan Leister, Bryan Baldus.

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REPORT ON OLAC OUTREACH/ADVOCACY ACTIVITIES
JUNE-DEC. 2001

Submitted by Ian Fairclough, Outreach/Advocacy Coordinator

Members of the Association have communicated with the coordinator concerning their outreach/advocacy activities. These are noted in the document "Member Outreach/Advocacy Activities, June-Dec. 2001" which accompanies this report.

As coordinator, I have drafted a discussion paper entitled "A Comprehensive Program of Training and Mentoring" (October 25, 2001). I respectfully request that the OLAC Board consider the formation of a working group charged with developing this proposal. Such a working group might later be reconstituted as a standing OLAC Education Committee. Diane Boehr has kindly alerted me to another program under development: ALCTS CCS Education, Training, and Recruitment for Cataloging (CETRC). I suggest that in development of the proposal, steps be made to avoid duplication of program activity; and that the program outlined in the proposal can have significant differences from the CETRC program.

Also as coordinator, I have drafted a discussion paper entitled "OLAC-OCLC Relationship Development" (October 10, 2001). I respectfully request that the OLAC Board consider the formation of a working group charged with developing this proposal. Jay Weitz (OCLC representative to OLAC) has kindly advised me about the variety of constitutional and organizational structures among the OCLC regional networks, many of which already have established programs of continuing education in audiovisual cataloging. Persons involved in development of this proposal would be well advised to take account of these facts. The proposal might be expanded to include regional networks other than those of OCLC.



MEMBER OUTREACH/ADVOCACY ACTIVITIES
JUNE-DEC. 2001

Submitted by Ian Fairclough, Outreach/Advocacy Coordinator


Since the OLAC meetings held during the annual ALA conference in San Francisco, California, people have communicated about activities related to outreach and advocacy, as follows:

Rohaya Mohammed (Temasek Polytechnic, Singapore) and Philip Hider (Singapore Integrated Library Information Services) are co-authors of "Sleepless in Seattle: OLAC/MOUG 2000 Conference," Singapore Libraries Bulletin v. 11, no. 2 (June 2001), p. 10-18. Rohaya has kindly sent me a copy of this issue.

Gene Kinnaly (Library of Congress) reports that a group of OLAC members are presenting a session at ALA entitled "Revised Chapter 9 - What Copy Catalogers Need to Know." The session is based on a Power Point presentation created by an OLAC Task Force. Presenters: Robert Freeborn (Penn State University Libraries); Gene Kinnaly; Rebecca Lubas (MIT Libraries); Steven Miller (Golda Meir Library, University of Wisconsin--Milwaukee).

Ginny Boggs (Skokie (Ill.) Public Library) reports: "I had a "vendor" table and distributed information about OLAC and AV cataloging to library support staff who catalog AV at their respective libraries.  This year I have been invited to return to the Reaching Forward Conference (April 12, 2002)  to present a workshop on behalf of OLAC.  ... I plan to focus on cataloging videos and DVDs.  I will once again promote OLAC by providing membership forms and information about the Listserv and the OLAC's conference in October."

Sevim Tsardoulias (Tuscarawas County Public Library, Ohio) reports: "I wrote an article on my experiences attending Nancy Olson's AV cataloging workshop at the University of Pittsburgh.  The article should appear in the December 2001 issue of TechKnow, a newsletter of the Tech Services division of the Ohio Library Council. In it I refer readers to the OLAC Website. TechKnow is available from the OLC divisions page, http://www.olc.org/Divisions.asp, then look for the Tech Services category, then click on Newsletter."

Susan Moore (University of Northern Iowa, Cedar Falls) reports: "I did a map cataloging workshop in Atlanta for SOLINET in August and mentioned OLAC as a group to get involved with for non-print cataloging. I also list the OLAC Website as a resource in my handout. It was a small workshop (about 10 people)."

Joanna Fountain (Austin, TX) reports: "I have added OLAC to my bibliography of basic and standard resources for catalogers, along with AUTOCAT especially, as organizations and discussion lists that are very useful as ongoing sources of information. I distribute this to my classes and at my various workshops.  I hope there has been some increase in the number of OLAC members in Texas, due to the efforts of the several of us who are members!"

Dodie Gaudet (Donohue Group, Inc. Wethersfield, CT) reports: "I regularly teach workshops on audiovisual cataloging in Massachusetts and Connecticut.  As part of the bibliography, I include information about OLAC and instructions for joining the e-mail discussion list."

Josephine Davidson (University of Georgia Libraries, Athens) reports: "As an OLAC member and subscriber to the OLAC list, I forward pertinent list messages to the Music Cataloging Section (sound recording issues), the Catalogers Group (made up of professional librarians and high level support staff), and the Section Heads of the Cataloging Department here at the University of Georgia Libraries. ... My conservative estimate would be about 50 during the year 2001."

Virginia Rasbold (Frostburg State University, MD) reports: "I encouraged the woman who took my position at my former place of employment to join OLAC and to subscribe to the OLAC-List.  She has never cataloged any nonprint material and now has the responsibility of cataloging all materials."

Kay Johnson (University of Tennessee, Knoxville) is preparing a presentation concerning OLAC at the Tennessee Library Association's annual meeting in March 2002.

As coordinator I thank those who have communicated this information and encourage all those who engage in similar activity to let me know.

Return to Table of Contents




MEET THE CANDIDATES


**CANDIDATE FOR VICE PRESIDENT/PRESIDENT ELECT**


Catherine Gerhart was the only nomination for OLAC Vice President/President Elect. She has graciously agreed to serve in this position. Her biography appears below:

Cathy Gerhart is the Music/Media Cataloger at the University of Washington. She graduated from Michigan in 1984 where she concentrated on cataloging with a music emphasis. She has held librarian positions at Penn State University and University of Washington, and began as a paraprofessional at Western Washington University. In her current position she catalogs music scores and recordings, videos, Web resources, maps, kits and anything else that comes up (even a book now and then!) She is personnel coordinator in a self-managing section of 7 people. In addition to being in charge of nonbook cataloging policies and procedures she is always working on special projects that range from being the cataloger on a LC/Ameritech American Memory project to reviewing the approval plans for the Libraries. In her spare time Cathy plays flute in a number of amateur performing groups in Seattle.

OLAC activities:
OLAC Audience Observer to CC:DA, 1990-1993
Map workshop teacher at OLAC conferences, 1992-1998
CAPC member, 1993-1994
CAPC Chair, 1997-1999
OLAC Secretary, 1994-1996
Chair of Program and Local Arrangements for the 2000 conference.

Music Library Association:
Music Cataloging Bulletin Editor 1991-1996 (52 issues)
Many committees 1988-1998, including Bibliographic Control Committee, Subcommittee on Descriptive Cataloging, and Publications Committee
Chair of local MLA chapter, 1999-2000

American Library Association:
MARBI representative to CC:DA, 1995-1999
MARBI recorder, 1991-1994
Speaker, Role of the Professional in Technical Services Discussion Group, June 2000

Map Cataloging Workshops:
In addition to giving workshops at OLAC Conferences, Cathy has given map cataloging workshops for OCLC, Solinet, California Library Association and a number of individual institutions.

**CANDIDATES FOR SECRETARY**


Susan Leister
Catalog Librarian, Fondren Library
Rice University, Houston, Texas

Background information:
In her current position that she has held since April 2001, Susan serves as an original cataloger responsible for foreign language monographs, and all complex or original AV materials and monographic electronic resources. She serves as a resource person for other Catalogers in the department. She is co-coordinator of the Fondren Cataloging Forum and Co-Editor of the Fondren Cataloging Manual. Susan previously worked at the George Washington University Medical Library in Washington, D.C from 1990-2001 as Head of Cataloging (1990-1994), Head of Cataloging and Bindery (1994-1998), Head of Collection Development and Serials (1998-2000), and Head of Technical Services (2000-2001). She received her B.A. from Mary Baldwin College in 1968 an M.A.T. from Johns Hopkins University in 1970, and an M.L.S. from Indiana University (Bloomington) in 1978.

OLAC activities:
Member, OLAC Conference Local Planning Committee (Rockville, MD, 1992 Conference).

Other activities:
ALA (1988-) Divisions: ALCTS
NASIG (1998-)
Potomac Technical Processing Librarians
Medical Library Association (Mid-Atlantic Chapter)
Participated in evaluating the Guidelines for Interactive Multimedia
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Rebecca L. Lubas
Massachusetts Institute of Technology Libraries
Cambridge, MA

Background information:
Rebecca is responsible for original cataloging of monographic AV resources at MIT Libraries, and the training of copy catalogers in AV formats. She is the supervisor for the copy cataloging section and a member of the Management Team for Bibliographic Access Services. Rebecca is active on Institute committees, including the Cataloging Policy and Practices Committee, the MIT Libraries DSPACE Metadata Group, the Electronic Resources Cataloging Committee, and the Metadata Committee. Rebecca was previously Serials Cataloger and Audiovisual Cataloger at Ball State University. She has an MA in English Literature from Ball State, an MLIS from Louisiana State University, and a BA from the University of Notre Dame. Rebecca has felt the OLAC is the best professional forum for AV catalogers since her first contact with the organization, winning the 1996 OLAC Scholarship.

OLAC activities:
OLAC Millennium Committee Member, 1999-2000
OLAC 2000 Conference Program Committee, 1999-2000
OLAC 2000 Scholarship Committee, 2000
OLAC Cataloging and Policy Committee, intern, 2001-present
Summary/Abstract Primer Task Force
Chapter 9 Revision Presentation Task Force

Other Professional Activities:
Secretary, Ohio Valley Group of Technical Service Librarians, 1998-1999.
Program for Cooperative Cataloging - Committee to Study a Core for Maps, 2000-present

Presentations:
"Exploring the Possibilities of CORC" - Indiana Library Federation, 10 April 2001.
"CORC @ MIT" - at the Ohio Valley Group of Technical Services Librarians Annual Conference, 5 May 2000.
"Participating on the OCLC CORC Project" - at the NELINET RTAC Conference, 31 March 2000.
"Rounding the Square Peg: Making Technical Services for Videos Practical" - at the Ohio Valley Group of Technical Services Librarians Annual Conference, 20 May 1999.
ALCTS Role of the Professional in Technical Services Discussion Group, "Are Library Schools Adequately Fulfilling the Needs of Libraries in the Education of Technical Services Professionals?" - 31 January 1999 (Panelist).

MARC Format:
Videorecordings - for INCOLSA, 4 December, 30 October, and 24 February 1998
Return to Table of Contents




CONFERENCE REPORTS
Jain Fletcher, Column Editor

** REPORTS FROM THE **
2002 ALA MID-WINTER CONFERENCE
New Orleans, LA


ALCTS Media Resources Committee (MRC)
Liaison Report

Submitted by Maxine Sherman
Cuyahoga County (OH) Public Library

The ALCTS Media Resources Committee (MRC) met on Sunday, January 20th, 2002 at Le Meridien Hotel, 8:30-11:00 am. Due to the illness of the new chair, Miriam Palm, Brian McCafferty acted as chair for this conference. The ALCTS Planning Committee had a meeting Friday, January 18th, which Brian attended. The subject was the strategic and tactical plans of ALCTS. A report is due back to the Planning Committee by March with the specific plans of the MRC and how these plans fit into the goals and objectives established by the Planning Committee.

MRC went over the various charges and goals of the committee in an attempt to see where they fit into the ALCTS Strategic & Tactical Plan (see http://archive.ala.org/alcts/alcts_news/v11n4/news_stratplan.html). For example, the Standards Subcommittee would fit into Goal 1, Standards. The Standards Subcommittee responds to requests for action, as coming from the outside, then makes proposals to MARBI. The suggestion was made that the MRC should attempt to be pro-active, not just reactive. The discussion included the idea of making an inventory of existing standards to see where we are at the present time.

Melinda Reagor Flannery of the ALCTS Planning Committee joined the MRC for the latter portion of the meeting and pointed out that we should not be trying to fit our charges and goals into the goals and objectives of the Planning Committee. Instead, we should simply identify our goals and objectives and let the Planning Committee work out where they fit into the plan. It is possible that the Planning Committee’s goals and objectives may need to change to incorporate our goals and objectives.

The Media Resources Committee is still planning a program on licensing of digital audiovisual materials. With the working title, “Digital Audio/Digital Video—Is Your Library/Media Center Digital-ready?" it was originally envisioned to cover collection development, technology issues, and licensing and legal issues. It will also include the issue of remote access materials, as well as the preservation and on-demand aspects of these materials. Streaming video is a new form of digital material that should also be considered. MRC decided it needs to identify the vendor community involved to be able to approach the appropriate people to obtain the best possible speakers on these topics. In addition to a program for the ALA Annual Conference in Toronto in 2003, we also discussed ideas for tours that the MRC might sponsor and specific people were assigned to look into some of them. Tour ideas included the Canadian Broadcasting Company, Rogers Media Center, and the Ontario College of Art.

Regarding the changes in AACR2 Chapter 9, the MRC can work to extend the utilization of conventional terminology past Chapter 9. The rules are in a period of flux. OLAC's Cataloging Policy Committee (CAPC) is working on CD-video, CD-ROM, and DVD-audio and DVD-video. MRC needs to make an effort to identify and co-ordinate with individuals in other groups and committees to help insure some consistency among the chapters. One such person is Nancy Lorimer, the head of the Descriptive Cataloging Subcommittee (DCS) of the Music Library Association. The DCS is discussing, among other things, proposed changes to Chapter 6.5. The MRC needs to send liaisons to other committees, such as the Association of Moving Image Archivists (AMIA), and forward the minutes of our meetings to them, while requesting theirs, to facilitate stronger intercommunication between groups.

Laurel Jizba reported that CC:DA appears to be moving to do away with area 3, which is the 256 field in MARC, for remote electronic resources. This might be approved in time to come out with the 2003 amendments package, which will include the revised chapters 12 and 3. Laurel’s report from the CC:DA Task Force on Specific Characteristics of Electronic Resources, revised on September 10th, 2001 can be accessed at http://archive.ala.org/alcts/organization/ccs/ccda/tf-scer1.html

The Music Library Association Liaison, Terry Simpkins, discussed the upcoming February 18-22, 2002 annual meeting in Las Vegas. The plenary sessions will feature presentations on The Music Industry in Las Vegas and Digital Audio Library Services: Legal and Practical Issues. Other sessions will focus on digital issues in the music library community, including sheet music collections on the Web, a Q&A session on digital audio, digital reference services, and archiving in the digital domain. The MLA 2003 meeting will be in Austin, Texas, 2004 will be in Washington D.C., and 2005 will take place in Vancouver. Terry brought in the statistics for the NACO Music Project for the fiscal year 2001 that became available in December. The Project was responsible for approximately 7.5% (10,671 of 142,555) of all new name and name/title headings contributed by PCC members and approximately 9.5% of all changed name and name/title headings (3,955 of 41,653).

In October 2001, OCLC entered into an alliance with Ingram, to provide for the pre-release cataloging of videos. Last August, there were over one half million records for remote access materials in WorldCat. The OCLC Institute Tutorial has been revised to incorporate the new Chapters 9 (electronic resources) and 12 (serials).

Jane Johnson, liaison from the Association of Moving Image Archivists, reported that the new AMIA catalog is out. AMIA’s Website is http://www.amianet.org/

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MACHINE-READABLE BIBLIOGRAPHIC INFORMATION COMMITTEE
(MARBI)
Liaison Report

Submitted by John Attig
Pennsylvania State University

The Machine-Readable Bibliographic Information (MARBI) Committee and the USMARC Advisory Committee met for three sessions during the ALA Midwinter Meeting in New Orleans, LA. The following items will be of interest to OLAC members:

Proposal No. 2002-02: Definition of Subfields $u, $y and $3 in Fields 508 and 511 of the MARC 21 Bibliographic Format

This proposal was to add subfields $u (URL), $y (Link text) and $3 (Materials specified) to fields 508 (Credits Note) and 511 (Performer Note). This would allow the note to be supplemented or replaced by a link to a more complete list of credits. It would also allow the grouping of credits related to a particular part of the item.
CAPC discussed the proposal, but showed little interest. There was similarly little interest at the MARBI meeting, and the proposal was rejected.

Proposal No. 2002-03: Expanding Field 046 for Other Dates in the MARC 21 Bibliographic Format

This proposal is the result of previous discussion papers that sought to find appropriate places to code some of the specific types of dates that are defined in the Dublin Core Metadata Element Set. In particular, provision needed to be made for date modified, date(s) created, and date(s) valid. The proposal calls for adding subfields for these types of dates to field 046 (Special Coded Dates).

The proposal was modified slightly; both date created and date valid will be broken into two codes for beginning and ending dates. The amended proposal was approved.

Proposal No. 2002-09: Encoding Variable Length Coordinate Formats in Field 034 (Coded Cartographic Mathematical Data) in the MARC 21 Bibliographic Format.

The proposal in part responds to forthcoming revisions to AACR that will allow the recording of coordinates as decimals. The implication of this is that the coordinate can no longer be given in a fixed-length format. The proposal simply calls for the removal of the specification that coordinate strings always be eight characters in length. The proposal was approved.

Discussion Paper No. 2002-DP01: Coding Electronic Formats for Different Media in Field 007 of the MARC 21 Bibliographic and Holdings Formats

This discussion paper raises some rather general issues about how to encode electronic formats, such as MP3, in MARC records. The discussion focused on these very general issues, rather than on any specific set of codes that might need to be added. While it was suggested that the usefulness of field 007 was questionable, there was no consensus to abandon it. Therefore, there will probably now be a proposal to add some specific codes to various 007 fields to deal with some of the newer digital technologies.

Discussion Paper No. 2002-DP02: Renaming the 008 Positions to Reflect their Content in the MARC 21 Bibliographic Format

This discussion paper deals with the last remaining vestige of the separate bibliographic formats: the different definitions of the 008 fixed fields for books, maps, serials, etc. It notes that (a) some obsolete terminology needs to be updated, and (b) there are some inconsistencies in naming conventions across the formats. In discussion, there was little concern about the inconsistencies, but there was a sense that "maps" should be changed to "cartographic materials," "computer files" to "electronic resources," and "serials" to something else (probably "continuing resources"). LC will decide on the names and will update the MARC format documentation.

Discussion Paper No. 2002-DP04: Renaming the 008 Positions to Reflect their Content in the MARC 21 Bibliographic Format

This proposal from the Association of Moving Image Archivists (AMIA) calls for adding field 260 and 300 to the MARC Holdings format. The practice of archival moving image catalogers is to create a single record for the various manifestations of a moving image work and to make notes on the different characteristics of the different manifestations that they hold. Rather than including all of this information about particular manifestations in a single large bibliographic record, it seemed preferable to place such information in holdings records for each manifestation. The two types of information that could not yet be accommodated in holdings records were publication (260) and physical description (300) data.

There was a great deal of interest in this proposal, as it offers yet another technique for describing multiple manifestations of the same work (the "multiple versions" problem). On the other hand, the archival practice on which it is based is contrary to the direction in which the Anglo-American cataloging community is beginning to move. A Working Group has been set up by the Joint Steering Committee for Revision of AACR and charged to explore the possibilities of expression-level cataloging. This group, chaired by Jennifer Bowen of the University of Rochester, has made a preliminary recommendation that manifestations be separately cataloged, but that the various manifestations of the same work or expression be collocated. The group’s interim report is available on the JSC Website at http://www.nlc-bnc.ca/jsc/current.html#ForVarWG.

The MARBI discussion expressed interest in the AMIA proposal, but agreed that it was unwise to make any decision until the JSC-sponsored efforts were a bit further along. Jennifer agreed to give a progress report to MARBI at the 2002 Annual Conference in Atlanta, GA.

Discussion Paper No. 2002-DP05: Guidelines for the Nonfiling Control Character Technique in the MARC 21 Formats

In 1998, MARBI approved a technique for marking non-filing characters which could be used anywhere in a record, not just at the beginning of a field and not just when there was an indicator position that could be used. Since then, discussion has continued on the rules for using this technique. This paper presents a few very basic guidelines that would need to be followed by any application of the technique, but proposes to leave further specifications to various content standards such as the cataloging rules. The MARBI discussion stressed the need for further guidelines in the MARC formats that would apply to any use of the technique. It was further noted that the implementation of the technique might initially be limited to initial articles (presumably in fields or subfields in which the filing indicator is not available, such as 246 and 7XX$t).

Discussion Paper No. 2002-DP07: Changes for UKMARC Format Alignment

The British Library has announced that they will be abandoning the UKMARC format and becoming a partner in the MARC 21 format. This paper is a set of requests for additions to the MARC 21 format of some codes and fields that are currently supported in UKMARC, but not yet in MARC 21. With respect to audio-visual materials, the relevant items are:
a new Target Audience (008/22) code for "adolescent"
a new element in the Music 008 field for "Music Parts"
a new element in the Music 008 field for "Transposition and Arrangement"
a new Nature of Contents code for "standards and specifications"
In the MARBI discussions, various objections were noted, and the British will try to provide further information or justification to meet those objections. A proposal is likely at the 2002 Annual Conference.

Further information on all of these proposals is available on the MARC Advisory Committee Website at http://lcweb.loc.gov/marc/marcadvz.html.

Functional Analysis of the MARC 21 Bibliographic and Holdings Formats

The Library of Congress commissioned Tom Delsey to prepare a data modeling of the MARC 21 bibliographic formats, examining the formats in relation to (a) the IFLA Functional Requirements for Bibliographic Records model, (b) The Logical Structure of the Anglo-American Cataloguing Rules, a model prepared by Mr. Delsey several years ago, and (c) a set of user tasks, expanding on those in the Functional Requirements model, which the format might logically support. This model, which brings together in one logical analysis various existing data models, should be a very useful and influential analytical tool for understanding both MARC and AACR. The model is available on the Web at
http://www.loc.gov/marc/marc-functional-analysis/home.html
.

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COMMITTEE ON CATALOGING: DESCRIPTION AND ACCESS
(CC:DA)
Liaison Report

Submitted by John Attig
Pennsylvania State University

The ALCTS/CCS/Committee on Cataloging: Description and Access met for two sessions during the ALA Midwinter Meeting in New Orleans, LA, on January 19 and 21, 2002. The agenda for this meeting is available on the CC:DA Website at: http://archive.ala.org/alcts/organization/ccs/ccda/201-agen.html. The agenda includes links to the relevant documents; access to JSC documents is restricted to CC:DA members and requires a password.

The Saturday session of CC:DA was devoted to reports of recent activities from the LC representative, Barbara Tillett, the ALA representatives to the IFLA Section on Cataloguing (Glenn Patton and Barbara Tillett), and the ALA representative to the Joint Steering Committee for Revision of AACR (Matthew Beacom). All of these reports are available through links on the CC:DA agenda.

The most important news from the Joint Steering Committee concerns the content of the 2002 revision package to the Anglo-American Cataloguing Rules. These revisions include:
A comprehensive revision of Chapter 3 (Cartographic Materials), which updates the rules to correspond with current practice and to include additional provisions for describing digital cartographic materials

A complete revision of Chapter 12 (Serials) which expands its coverage to include all Continuing Resources, adds new rules for describing Integrating Resources (materials which change by integrating new material into the document, rather than by adding successive issues or parts), and updates the rules for describing serials to correspond with current practice

Deletion of rule 1.4D4, the rule which allows the name of the publisher to be given in a shortened form when the name also appears in the title and statement of responsibility area (this change has been an LC rule interpretation for some time).
The 2002 revision will be published as part of a complete reprinting of the rules. CC:DA heard a report from Don Chatham of ALA Editions on the publishers’ plans for the new edition. The publication will be in loose-leaf format, and future revisions will be available as replacement pages or as a cumulated base text. Mr. Chatham had an extensive discussion with CC:DA members and with the audience about the correct way to set up a loose-leaf service. CC:DA is doing everything possible to make sure that they do it right.

At the Monday session, CC:DA received reports from several Task Forces. The Task Force on ONIX International presented a report on the ONIX International metadata standard, which is widely used in the publishing community and has attracted a great deal of attention in libraries; the report describes the standard and compares it with AACR and related standards; the report is available as a link from the CC:DA agenda. The Task Force on ISO Harmonization presented a report that evaluated differences between AACR and various ISO standards; the principal recommendation was a set of revisions to AACR that would treat metric symbols as symbols, rather than abbreviations (no period following cm or mm). The Task Force on Uniform Resource Identifiers and AACR2 presented an interim report that suggested that, while Uniform Resource Locators (URLs) were essentially local information and did not need specific rules in AACR, Uniform Resource Names (URNs) were closely related to standard numbers and that it would be appropriate to consider revising the rules for Area 8 in AACR to include instructions on recording URNs.

Finally, CC:DA had preliminary discussions on two new rule revision proposals. One, from the ALCTS Media Resources Committee, proposed changes to the rules on sources of information in Chapter 7 (Motion Pictures and Videorecordings). The other, from the Program for Cooperative Cataloging, proposed changes to rule 26.3A6, on see references involving abbreviations. Both proposals will be revised and discussed again at the ALA Annual Conference in Atlanta, GA.

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ASSOCIATION OF MOVING IMAGE ARCHIVISTS (AMIA)
CATALOGING AND DOCUMENTATION REPORT
Liaison Report

Submitted by Jane Johnson
UCLA Film and Television Archive

AMIA completes study of Moving Image Gateway

The Association of Moving Image Archivists has presented to the Library of Congress a feasibility study on the development of a collaborative catalog of moving image materials—the AMIA Moving Image Gateway. The final report was prepared by consultant Grace Agnew in consultation with the AMIA Moving Image Gateway Project Subcommittee of the Cataloging and Documentation Committee and with funding from the National Film Preservation Board of the Library of Congress. It will be posted on the AMIA Website shortly (http://www.amianet.org/). The goal behind the AMIA MIG is to provide a window to the world’s moving image collections for researchers, exhibitors, and the general public that also allows preservationists to collaborate in describing and maintaining these unique cultural resources and thus avoid costly duplication of effort. An important objective of the Moving Image Gateway is to bring a very flexible but standardized metadata architecture to these diverse resources to integrate moving images into the information mainstream with the understanding that society values most highly what it understands and uses.

As we go to press, the Association is discussing possible next steps with the Library of Congress.

The AMIA Moving Image Gateway has been designed with several innovative components:

A directory of moving image archives worldwide that collects information in areas such as size and formats of collection, archive roles and audiences served, collection preservation status and issues, and collection genres. In addition, the directory will support free-text information fields and graphics to generate a dynamic Web page for each archive. The tight integration of the directory with the union catalog to build a dynamic information space is one of the key innovations of the AMIA MIG design.

A cataloging facility to enable any participating archive to create records in at least two standardized descriptive cataloging formats—MARC21 and Dublin Core for ingest into the AMIA-MIG. This cataloging facility will serve as a significant outreach tool to the many smaller archives that lack a Web-based catalog. In addition to creating standards-based records for ingest and export, database implementations in low-cost or open source database management systems, such as My SQL, Microsoft Access and Filemaker Pro will be provided.

A union catalog that incorporates both open-source Z39.50 capabilities and support for the Open Archives Initiative. This innovative structure involves a metadata record structure that provides several innovative features:
- mapping to core data elements in a registry both to aid in record ingest and to provide consistent, interpretable search results,
- support for the archive’s own data element labels and data element display order
- extensible format-independent metadata design that accommodates searching, export and display in MARC21, Dublin Core, the archive’s own format and additional metadata record formats adopted by the MIG, such as MPEG-7
A flexible portal design that integrates directory information with the union catalog to provide dynamic portal generation based on user-selected criteria (e.g. format, geographic location, collection genre types, audience served, archive roles) as well as more durable portals developed and maintained by AMIA or by participating archives (e.g. digital video portals, feature film archives, subject-specific portals, etc.).

A Web presence for every participating archive. The consultant discovered through interviews that a significant number of smaller AMIA archives lack a Web-based catalog or any Web presence, beyond a home page. The directory and the metadata architecture of the union catalog are designed to generate dynamic home pages as well as dynamic search and display screens to provide an immediate Web presence and Web-based catalog for any participating archive.

An outreach and education space that provides features such as:
- step-by-step instructions for installing and implementing supported databases and cataloging in supported formats
- a clearinghouse with links to information on cataloging and preserving moving image materials
- links to training and conference opportunities, scholarships and grants
- reference and information sharing via email discussion lists and chat relay
- a mentoring program for providing archival expertise to small and nontraditional archives, such as corporate archives with small amounts of moving images in their collections
- an online “match-making” service to facilitate identifying the appropriate archives for archives, corporations and the general public wishing to donate moving image materials to a library or archive.
Other news

AMIA prepared a MARBI Discussion paper (DP04: http://lcweb.loc.gov/marc/marbi/2002/2002-dp04.html) which was discussed at the ALA Midwinter conference. The paper proposes allowing the distribution and physical description fields (260 and 300) into the MARC21 Holdings Format. The archival moving image cataloging community is already creating expression-level records with multiple manifestations included in a single bibliographic record, as dictated by necessity and allowed by Archival Moving Image Materials: a Cataloging Manual. This proposal attempts to provide a mechanism for making such records more intelligible to the user. Several institutions already include physical description and "publication" information in holdings, but because the method is not accommodated in the Format, they are encountering problems in record creation, migration, catalog use, etc. Many in MARBI felt the paper had merit and good timing, since it was developed simultaneously with the work of the Joint Steering Committee's Format Variation Working Group, which is also investigating expression-level cataloging. However, MARBI postponed further discussion until completion of the JSC report, which examines a different approach (see it on the JSC Website: http://www.nlc-bnc.ca/jsc/forvarwg3.pdf).

The Committee is also working with OLAC CAPC and the ALCTS Media Resources Committee to change AACR2 Rule 7.0B on chief source of information for film and videorecordings. Stay tuned.

The AMIA Compendium of Moving Image Cataloging Practice has been published by the Society of American Archivists and is available at http://www.archivists.org/. The Compendium surveys and analyzes the cataloging practices of 27 diverse institutions. An appendix of cataloging examples is available on the AMIA Website.

AMIA's twelfth annual conference will be held November 19-23, 2002, in Boston, Mass. The theme will be Digital Issues.

For more information on the conference, AMIA projects, or AMIA in general, visit the AMIA Website or contact me, Jane Johnson (jdj@ucla.edu), chair of the Cataloging and Documentation Committee. I welcome input about the Committee's work, future projects, etc. Please do not hesitate to send your questions and comments.

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** Other conference reports **

MUSIC OCLC USERS GROUP
(MOUG)
Liaison Report

Submitted by Robert Freeborn
Pennsylvania State University

  1. Current Executive Board members
    Chair: Ruthann Boles McTyre (University of Iowa)
    Past Chair: Jean Harden (University of North Texas)
    Treasurer: Ruth A. Inman (Kennedy-King College Library)
    Secretary/Newsletter Editor: Stephen Luttman (University of Northern Colorado)
    Continuing Education Coordinator: Marty Jenkins (Wright State University)
    OCLC Liaison: Jay Weitz
  2. 2002 Annual Meeting

    Approximately 87 registered members, including 11 first-time attendees, met Feb. 17-18 at the Riviera Hotel in Las Vegas, Nevada. Cataloging-related highlights include the NACO-Music Project working session, Jay Weitz's videorecordings cataloging workshop and enhance working sessions, Marty Withrow's presentation on OCLC's future cataloging and metadata desktop software, and Anna Sylvester's in-depth examination of OCLC's CatME program.

    At the business meeting, Stephen Luttman and Marty Jenkins were introduced as the new Secretary/Newsletter Editor and Continuing Education Coordinator respectively. Other members taking up new positions included Nancy Lorimer (Stanford University) as the RLG Liaison to the NACO-Music Project and Robert Freeborn (Pennsylvania State University) as the MOUG-OLAC Liaison. Treasurer Ruth Inman reported that the current MOUG membership stands at 271 personal members and 288 institutional members.

    Kathryn Burnett (Smith College) was awarded the first MOUG Distinguished Service award for her significant professional contributions to music users in OCLC. Ralph Papakhian (Indiana University) was awarded the Program for Cooperative Cataloging Award for his stellar work as the NACO-Music Project Coordinator.

    Jay Weitz announced that he had signed a three-book deal with Libraries Unlimited. The first will be a compilation and index of his Q&A columns from the MOUG newsletter, while the second and third will be a music-cataloging textbook and accompanying workbook. The Q&A compilation and index should be published sometime in 2003, with the textbook and workbook arriving in 2004.

    The 2003 annual meeting will be held Feb. 11-12 at the Renaissance Austin Hotel in Austin, Texas. For further information on MOUG conferences and other activities, please refer to the MOUG Website at <http://www.musicoclcusers.org/>.

Return to Table of Contents




OLAC 2002 CONFERENCE
ELECTRONIC AND MEDIA CATALOGING FOR THE 21st CENTURY
September 27-29, St. Paul, Minnesota
** A Preview **

The OnLine Audiovisual Catalogers Conference 2002 Local Arrangements and Program Committees invite all OLAC members, A/V and special format catalogers, and others with interest to make plans to attend the 2002 Conference in Saint Paul, Minnesota. The conference will be held Friday-Sunday, September 27th-29th at the Radisson Riverfront Hotel.

Jean Weihs will give the opening keynote address. Charles F. Thomas will give a presentation on IMAGES, a metadata sharing initiative at the University of Minnesota. Sheila Intner will give the closing keynote address. The program committee has put together nine workshops on special format cataloging. NACO-AV funnel training and
the SCCTP Electronic Serials Cataloging Workshop will be offered on Thursday, 26 September. Both classes are all-day events which will begin at 8 or 9 a.m.

Conference registration is now open through 30 August 2002. The registration form is available at http://www.bothmann.org/OLAC/registration.html. Registration fees are: $125 for personal members of OLAC; $75 for students; $150 for non-members.

PLENARY ADDRESSES: ABSTRACTS AND BIOS

Opening keynote speaker: Jean Weihs
A Media Cataloguer's Long Journey to the Twenty First Century

Jean Weihs explores her fifty-year career as a librarian looking for insights for twenty-first century cataloguers.

In her long career, Jean Weihs has worked in university, public, school, and special libraries as a reference librarian, a bibliographer, and a school librarian. However, most of her career has involved teaching librarians, library technicians, and school librarians. She represented the Canadian Committee on Cataloguing for nine years on the Joint Steering Committee for Revision of AACR, five of these as JSC Chair. She has held 45 positions on national and international committees. Jean Weihs has been the recipient of nine national and international awards. She has written over 100 books, pamphlets, articles, and book reviews.

Closing keynote speaker: Sheila Intner
Beyond Cataloging to Personal Service: How the Internet Has Changed the Mission of Cataloging Professionals

Review and summary of conference events, followed by an analysis of the ways the Internet has affected the potential for personal service to library patrons and the mission of cataloging professionals.

Sheila Intner is a founding member of OLAC, former OLAC President and winner of the OLAC award. A Professor in the Graduate School of Library & Information Science at Simmons College, she was the founding Director of its master's degree program at Mount Holyoke College in South Hadley, MA, where she now teaches cataloging, collection development, bibliographic instruction and other courses. Sheila has published 15 books, most notably Standard Cataloging for School and Public Libraries, written with Jean Weihs, plus numerous articles and reviews; consulted for libraries all over the country and taught workshops around the world. She was elected to the ALA Council, served as President of ALCTS and was a Fulbright Scholar to Israel and Germany. She returns to Israel next April as a Fulbright Senior Expert teaching nonbook cataloging at Bar Ilan University in Ramat Gan.

Presentation: Charles F. Thomas
IMAGES: A Metadata Sharing Initiative at the U of MN

IMAGES (Image Metadata Aggregation for Enhanced Searching) is a metadata sharing initiative at the University of Minnesota. It incorporates a DTD-based metadata scheme, a suite of tools and services, and a union metadata gateway to encourage departments across campus to not only share metadata on their digital collections, but also to adopt similar standards for the electronic capture and description of this full digital content. Charles Thomas will discuss the basic system architecture and concept of metadata sharing at the U of MN, including details on how a local metadata scheme was developed to balance ease of adoption with descriptive specificity. The presentation will provide multiple examples of existing distributed digital collections and specific details of how the IMAGES system shares metadata with external metadata harvesters.

Charles Thomas has worked in nearly every department of academic libraries, as both a library assistant 1989-1996 and as a professional librarian since receiving his MLS in 1996 from the University of North Carolina at Chapel Hill. He is certified in the core competencies of archival administration by the Academy of Certified Archivists, and has worked in repositories that include the Southern Historical Collection at UNC, the
Historic New Orleans Collection, and Special Collections of Louisiana State University. His experience in copy and original cataloging of books and archival materials, as well as his extensive technical and metadata knowledge, has served him well as the Digital Projects Librarian at the University of Minnesota, a position he has held since February 2000. Thomas teaches and publishes on metadata and digitization workflow issues.

WORKSHOPS AND PRECONFERENCE DESCRIPTIONS: ABSTRACTS AND BIOS

Cataloging Realia (Beginners and/or Advanced)
Workshop Leader: Bobby Ferguson, East Baton Rouge Parish Library

The Cataloging Realia training will be given as two different sessions. Both sessions will cover the definition of realia, gathering information from the item, creating a MARC record, and authority control.

The advanced session will cover similar ground, but will include items brought by participants and more difficult items, such as special collection materials.

Bobby Ferguson is head of Technical Services at East Baton Rouge Parish Library. She was formerly Coordinator of Technical Services at the State Library of Louisiana. She has been responsible for cataloging non-print materials since 1980, and has taught workshops for Louisiana State University, the State Library, the University of Pittsburgh, and public, school, and special libraries in Louisiana and the southeast. She has written workbooks published by Libraries Unlimited.

Cataloging Digital Sound Files: AACR2 Chapters 6 and 9
Workshop leader: Rob Freeborn, Pennsylvania State University

This workshop will cover the cataloging of both music and non-music digital sound files (e.g., MP3s). The workshop will include both a basic introduction to digital sound files and a detailed examination of sound recording cataloging for both direct-access and remote-access file types utilizing AACR2 Chapters 6 and 9. A working knowledge of both chapters is useful, but not required. This workshop will include PowerPoint
presentation slides, handouts, and examples.

Rob Freeborn is the Music/AV Cataloger-Military Studies Selector at the Pennsylvania State University. Since joining OLAC in 1997, he has served on numerous committees including the Millennium Committee and the 2000 Conference Program Committee. Having been on the Cataloging Policy Committee since 1999 as both an intern and full member, Rob has also worked on task forces covering such topics as annotated authority resources for music/AV catalogers and the recent revisions to AACR2 Chapter 9. Currently he chairs 2 CAPC task forces (Cataloging DVDs in AACR2 Chapters 7 and 9; Conventional terminology in AACR2 Chapter 7, Area 5) and serves on another (Additions to Personal Names). Rob has also written numerous articles on AV cataloging, music librarianship and cataloging organization for MC Journal, Library Collections, Acquisitions and Technical Services, Music Reference Services Quarterly, and Cataloging and Classification Quarterly.

Creating annotations for non-book materials
Workshop leader: Donald Clay Johnson, Ames Library of South Asia, University of Minnesota Libraries

Participants will work on creating annotations for Internet resources from a wide variety of sources, e.g., newspapers, government publications, statistical sources, reports, and other compendia. The focus will be on making annotations that allow users to locate relevant and meaningful information quickly and decisively. Discussing, evaluating, and deriving helpful selection criteria will be a major focus of this workshop.

Donald Clay Johnson is Curator of the Ames Library of South Asia of the University of Minnesota. From 1999 to 2002 he served as the contributor of the federally funded Digital Asia Library project, centered at the University of Wisconsin-Madison with additional contributions from Ohio State University. His most recent book is: Agile Hands and Creative Minds: A Bibliography of Textile Traditions of Bangladesh, Bhutan, India, Nepal, Pakistan, and Sri Lanka. Dr. Johnson compiled the Asia Section of the 11th edition of Guide to Reference Books.

Cataloging Moving Image Materials using AMIM
Workshop leader: Jane Johnson, University of California, Los Angeles

This workshop will provide guidance in the cataloging of archival moving image materials according to Archival Moving Image Materials: A Cataloging Manual, 2nd edition (AMIM2). AMIM2 defines archival materials as those "intended to be kept so that they may be available for future generations, regardless of their age at the time of acquisition". The workshop will include an overview of the rules, focusing on how they differ from AACR2 in terms of description, record structure and general approach to cataloging. History, purpose, and organization of the rules will be discussed, along with basic principles and vocabularies, and changes from the first edition. Workshop participants will catalog a video according to the AMIM2 rules and compare the resulting record with AACR2 copy. Assumes basic knowledge of AACR2.

Jane Johnson has been a cataloger at the UCLA Film and Television Archive since 1986, cataloging a wide range of moving image materials in a variety of formats, including television, motion pictures, commercials, newsreels, and unedited documentary footage. Previously, she cataloged documentary photographs and political posters as part of the Optical Disk Pilot Project in the Library of Congress' Prints and Photographs Division. She graduated from the UCLA Graduate School of Library and Information Science in 1984, after earning a BFA in ceramics at California State University, Long Beach in 1980. For several years she was a member, then chaired, the AMIA committee that worked with the Library of Congress to revise the second edition of Archival Moving Image Materials: A Cataloging Manual (AMIM2). As current chair of the AMIA Cataloging and Documentation Committee she has overseen publication of the AMIA Compendium of Moving Image Cataloging Practice and development of the AMIA Moving Image Gateway.

Map Cataloging
Workshop leader: Mary Larsgaard, Davidson Library, University of California at Santa Barbara

The session will focus on the changes to AACR2R Chapter 3, Cartographic Materials, in the Year 2002 Amendments package. Many of these changes have to do with cartographic materials in electronic form.

Mary Lynette Larsgaard is Assistant Director of the Map and Imagery Laboratory, Davidson Library, University of California at Santa Barbara. The Map and Imagery Lab at UCSB has a collection of remote-sensing imagery and maps of approximately 4.5 million items, and is the largest of its kind in any university library in North America. Mary has published extensively in the field of spatial data in libraries, most notably with a widely used text, Map Librarianship: An Introduction (now in its 3rd edition, published in 1998 by Libraries Unlimited). Her specialties within that broad area are cataloging/metadata creation, and twentieth-century and more recent topographic and geologic maps. In the year 2000, she was promoted to Librarian, Step V, a step given at the University of California only to librarians who have demonstrated superior competence and are recognized widely as authorities in their area of library profession.

Cataloging Electronic Resources: AACR Chapters 9 and 12
Workshop leader: Steve Miller, University of Wisconsin--Milwaukee Libraries

This workshop will cover the cataloging of both direct and remote-access electronic resources, focusing on the recent revisions to AACR2 Chapters 9 and 12. The workshop will highlight what is new and different for catalogers following the 2001 and 2002 Amendments to AACR. The new category of "integrating resources" and the new rules for cataloging updating Websites will be included. The workshop will include PowerPoint presentation slides, handouts, examples, and exercises.

Steve Miller is Head of the Monographs Department at the University of Wisconsin--Milwaukee Libraries. An OLAC member since 1994, his background is in cataloging music and electronic resources. He is currently a member of the OLAC Cataloging Policy Committee (CAPC), for which he has served on two task forces: one on AACR2 Chapter 9 and another on Integrating Resources. Steve has done numerous presentations and workshops on the topics of metadata and cataloging electronic resources. He recently served as chair/course developer for a PCC training workshop on integrating resources at the Library of Congress. Steve is the principal author of the OCLC Institute's Web-based e-learning course "Cataloging Internet Resources Using MARC 21 and AACR2". He also regularly teaches a Web-based course on Metadata for the UWM School of Information Studies.

Cataloging Graphic Materials
Workshop leader: Nancy Olson

This workshop will focus on the cataloging of those non-projected image materials covered by the rules of AACR2 chapter 8. We will discuss cataloging of posters, photographs, and pictures, as well as the cataloging of original and reproductions of two-dimensional works of art.

Nancy B. Olson has cataloged audiovisual and other special materials for 30 years at Minnesota State University, Mankato, retiring in 1999 as a Professor. She continues to teach workshops throughout the country as invited. She has been President of the Minnesota Library Association and Visiting Distinguished Scholar at OCLC, and is the founder of OLAC and of Soldier Creek Press. She received the Esther Piercy award in 1980 and the Margaret Mann Certificate in 1999, one of only two people ever to receive both these important ALCTS awards. She is the author of many works on or related to cataloging.

Videorecordings Cataloging Workshop
Workshop leader: Jay Weitz. OCLC

The workshop assumes basic knowledge of the OCLC workform for Visual Materials and AACR2 cataloging rules for videorecordings, but is suitable for catalogers at all levels of experience. Discussion will be guided by audience questions, focusing on specific video cataloging problems. Among possible topics of discussion are sources of information, dates, numbers associated with videos, field 007, music videos, DVDs and other videodiscs, streaming videos, "in" analytics, closed captioning and audio enhancement, genre headings, statements of responsibility, collections, and when to input a new record. A packet of examples will be provided and there will be ample opportunities for questions.

Jay Weitz's responsibilities at OCLC include the Enhance program and quality control for the Visual Materials, Score, Sound Recording, and Computer File formats. Prior to his career at OCLC, he was a music cataloger at Capital University. Jay received a BA in English from the University of Pennsylvania, an MLS from Rutgers University and an MA in Education from Ohio State University. He serves as OCLC Liaison to MOUG, OLAC, PCC Standards Committee, ALCTS Media Resources Committee, MLA Bibliographic Control Committee, MLA MARC Formats Subcommittee and IFLA's Permanent UNIMARC Committee. He compiles the Q&A column for the MOUG Newsletter. Since 1981, Jay has been program annotator for the Columbus Chamber Music Society. A performing arts critic in several media, he currently serves as theatre and dance writer for the weekly alternative newspaper Columbus Alive (http://www.columbusalive.com/). He is the author of Music Coding and Tagging, now in its 2nd edition.

SCCTP Electronic Serials Cataloging Workshop
Workshop leader: Cecilia Genereux, University of Minnesota Libraries

The training will be given all day (8:30 AM-5:00 PM) Thursday, September 26, 2002.
This workshop is designed as a hands-on training course for cataloging electronic serials distributed through the Web. This workshop is based on AACR2 and incorporates key revisions of AACR2 Chapter 9 "Electronic Resources" and chapter 12 "Continuing Resources" that apply to electronic serials, but is not intended to be a comprehensive course on serials cataloging. The course is also based on LCRI, the MARC 21 Format, and CONSER-specific policies and practices set forth in the CONSER Cataloging Manual and CONSER Editing Guide. The curriculum includes six sessions: Introduction; Cataloging an online serial; Aggregations and packages; Online versions; Changes that effect cataloging; Case studies.

Cecilia Genereux is a Serials Cataloger at the University of Minnesota Libraries. In that capacity, she performs original and copy cataloging of print and electronic serials and is responsible for electronic serials maintenance. Cecilia also is a contract cataloger for MINITEX, and a University of Minnesota Libraries trainer for the serials module in MnLINK's new ILS, the Ex Libris Aleph 500 system. She received her MLIS from Dominican University in 1999.

NACO-AV Funnel Training
Workshop leader: E. Ann Caldwell, Brown University

NACO training for AV-catalogers who are interested in becoming members of the NACO-AV funnel project will once again be offered at the Conference. The training will be given all day (8:30 AM-5:00 PM) Thursday, September 26, 2002. For information about the NACO-AV funnel project (and funnel projects in general), please consult
http://www.olacinc.org/naco-av/faq.html.

Call for Poster Presentations
Have you developed creative methods to deal with special format materials? Completed some research studies? Found an imaginative solution to a special format materials problem in your library? If so, why not consider sharing your expertise through a poster presentation at the upcoming OLAC conference to be held 27-29 September in Saint Paul, Minnesota. Visit the Conference Website for full poster session information and an application.

Additional conference information, including local attractions and reception information, is available on the conference Website:
http://www.bothmann.org/OLAC

As always, please feel free to contact the conference co-chairs with any questions you may have.

Bobby Bothmann
bobby@bothmann.org

Betsy Friesen
b-frie@umn.edu

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NEWS FROM OCLC
Compiled by Jay Weitz

Batch Services

Batchloading
Datamerge function. Many international members have requested that OCLC merge Non-LC/Non-English Subject Heading into matching OCLC records during the batch process. Previously when OCLC merged data, all eligible fields were merged, whether or not the institution or OCLC wanted the data. To eliminate the possibility of merging unwanted fields, OCLC now has the capability to merge selected data (usually subject headings) jointly agreed upon between OCLC and the library.

PCC records. OCLC can now automatically split out PCC records from Batchload files that have been FTP'd to it through EDX on an institution-by-institution basis, eliminating the need for libraries to send PCC records in separate files. Four BIBCO libraries are currently set up with this functionality and PCC files are being evaluated for setup.

Local Database Creation

Metadata Capture
The purpose of Metadata Capture project is to support OCLC’s three-year strategy of extending the OCLC cooperative. Metadata Capture will support OCLC’s strategic vision by creating an effective, flexible, scalable, and robust method of supporting input into WorldCat and Extended WorldCat (XWC) of various metadata schemas. The ability to process these files off-line in batch mode will reduce library costs and will grow the database in a fast and efficient manner.

The Metadata Capture Project is a massive effort that includes a Record Converter (due Dec. 31, 2001), Batchload Redesign (Summer 2002), and the creation of new Matching Algorithms (to be determined but sometime after July 1, 2002). Both the Record Converter and Batchload Redesign will function on the UNIX platform. The Matching Algorithms are being developed. While the new matching algorithms are being developed, matching will continue on the Tandem. This will allow OCLC to meet the needs of our users without interrupting service.

Cataloging

Abridged WebDewey
Two additional members will join the WebDewey family of products in early 2002: Abridged WebDewey and Abridged WebDewey in CORC. The debut of these two products marks the first time that an abridged edition of the Classification has been available to its users in electronic form. The relationships between these two products will be analogous to those of the WebDewey products. Abridged WebDewey in CORC will be available to cataloging members within the CORC environment, and Abridged WebDewey, based on the same database and with an identical interface, will be available to all libraries, regardless of OCLC cataloging membership status, in a separate environment.

All Web versions of the DDC are updated quarterly in terms of content and functionality. While adapting and changing the electronic versions of the Classification to keep pace with hardware and software innovations, OCLC Forest Press has also maintained a steady dialogue with users over the years and implemented many of the enhancement requests they have received in the course of such dialogue. One request was to give users the ability to annotate electronic versions to reflect local classification practices. This feature was implemented in Dewey for Windows and expanded significantly over time. It is also coming to all the Web versions in 2002.

OCLC Bibliographic Record Notification service
The OCLC Bibliographic Record Notification service (BibNote) complements the OCLC CORC service. CORC helps libraries identify and correct records containing problematic URLs. BibNote delivers an upgraded OCLC-MARC record automatically when an 856 tag has been added, changed or deleted. Using the two services together allows libraries to make quick work of URL maintenance. For libraries so profiled:
Cataloging and Metadata Services Interface
OCLC is working on developing a new Cataloging & Metadata services interface that will be introduced in July 2002. The new interface is based on CORC, CatExpress, CatME and Passport plus the knowledge that OCLC has gained from working with users over the years. OCLC is taking the best features of these platforms and integrating them into the new interface, that will eventually replace all OCLC cataloging and metadata interfaces currently in use. In July the current CORC functionality will become part of this new interface, and CORC will no longer be a separate service.

To accomplish this, OCLC is adding monthly enhancements to the current CORC platform, modifying or adding new features to support cataloging of all types of material, not just electronic resources. Some of the enhancements being installed over the next several months include: editing and record status enhancements; workform, save file and constant data enhancements; user interface and terminology changes; produce/alternate produce enhancements; and CatExpress export. Significant user interface changes are also being usability tested prior to introduction.

Although the browser based system implemented in July 2002 will support cataloging of all types of materials, OCLC will continue to add enhancements, including an optional Windows-based set of tools for tasks not fully or efficiently accomplished by a browser. This toolset is currently scheduled for July of 2003.

OCLC CatME for Windows
OCLC CatME 2.10 is coming soon! This version includes more enhancements, including support for telnetting to your local system to run macros between CatME and the local system. The software is currently in field test, which will run through the month of January. OCLC expects to release this version for electronic download in February 2002. For more information on CatME and to download the software, please see http://www.oclc.org/catme/.

OCLC Keyword Searching
OCLC is working on implementing some new indexes in Keyword searching of WorldCat from the OCLC Cataloging, CORC, Interlibrary Loan, Selection, and Union List services. The new indexes will allow you to target your subject searches; they include LC subject headings, LC Children's Literature subject headings, Medical subject headings (MeSH), NAL subject headings, Canadian English subject headings, Canadian French subject headings, and Sears subject heading. OCLC expects to implement the new indexes during the first quarter of 2002; more information will be provided via the Logon Message of the Day and the OCLC Website.

MARC Updates
OCLC completed a MARC Update in July 2001. The most significant changes were the introduction of several new subfields for recording URL's. Technical Bulletin 244 (http://www.oclc.org/technicalbulletins/244/) describes the changes. On December 16, 2001, OCLC implemented several new MARC codes from the Library of Congress's codes lists.

People, Places & Things
People, Places & Things provides a list of over 50,000 popular Library of Congress subject headings and pairs them with corresponding Dewey Decimal Classification numbers. Library users will find this new publication guides them to the right places to browse for information on topics that interest them. Classifiers will find that it can help them apply the DDC. Librarians in all types of libraries will find People, Places & Things a convenient aid to browsing and subject heading application.

OCLC Pinyin Conversion Project
For well over two years, OCLC has worked in close cooperation with the Library of Congress and the Research Libraries Group in the planning and testing of the massive Pinyin Conversion Project. October 1, 2000 was the mutually agreed upon date for the implementation of pinyin in United States bibliographic systems. Although cleanup and additional follow-up steps continue, the conversion of authority and bibliographic records in WorldCat from the Wade-Giles transliteration scheme to pinyin is substantially complete.

PromptCat
Dewey libraries can now choose to truncate the Dewey number at a given number of digits past the decimal point. They can also choose to have PromptCat add a "j" at the front of their call number in the 092 field for juvenile materials.

OCLC is working with several vendors to make them active with PromptCat. Those in the pipeline include Theodore Front Music, and The Bookmen. A press release will be sent out when they become active PromptCat vendors.

Quality Control (QC)
Through the end of November 2001, QC has received a total of 23,372 requests to change bibliographic records. This total also includes duplicate error reports. QC staff have manually merged 8,827 sets of duplicate records and have made changes and/or corrections to 5,104,464 bibliographic records in the WorldCat database, manually or via macros, as well as corrected a total of 4,788,158 records via automated scans.
Some of the cleanup of records via macros has included changes to the 245-field, first indicator values, GMDs (General Material Designation) on sound recording records and cleanup of data including punctuation on music records.

DDR (duplicate detection software) completed its fourteenth pass through the database on August 9, 2001, merging 58,254 sets of records for a grand total of 1,261,490 merges since the first pass beginning in June 1991.

By the end of January 2002, QC staff will have completed the first pass of clean up of LC class numbers. The first pass consists of searching the first three characters of invalid LC class number combinations with a truncation key. (Example: fin lc abc?) More than 100,000 records have been modified. The next pass of the file will repeat the first pass and pick up any new errors in the last eight months.

Conversion of the GMDs $h [machine-readable data file] and $h [interactive multimedia] to $h [electronic resource] is essentially complete except for those with typographical errors, subfielding problems, etc. Conversion of the GMD $h [computer file] to $h [electronic resource] is about 50% complete.

In November 2001, LC's change of all its subject headings containing the word "handicapped" affected more than 100,000 records in WorldCat. Over 80% of those records have been updated to the new headings.

WebDewey
January will see the release of a significantly enhanced version of WebDewey in CORC, along with the initial launch of WebDewey, which will be available to all libraries, regardless of OCLC cataloging membership status. Both will be based on the same database, and the interfaces will be identical as well. Production of the Dewey for Windows CD-ROM will cease at the same time.

The DDC 21 database provides the content for both WebDewey and WebDewey in CORC. The database contains everything from the print Edition 21 of the Dewey Decimal Classification, as well as the many significant editorial changes that have been made to that material since its publication in four bound volumes in 1996.

Metadata Contract Services

MARS Authority Control, Database Preparation and Enrichment Services
MARS authority control service provides basefile, current cataloging, and notification services to libraries wanting to create or update their authority file. Libraries implementing a new local system or joining a consortium would benefit from this service. OCLC MARS also offers table of contents record enrichment services (TOC) to libraries through Blackwell's and Syndetic Solutions and offers smart barcode generation. MARS is customizable to meet the individual library's needs. Additional information about MARS is available at http://www.oclc.org/western/products/mars/.

Additional news

Ingram and OCLC to Provide Prerelease Video Cataloging Information
In October 2001, Ingram Library Services and OCLC announced a new alliance to provide libraries with improved services via the exchange of bibliographic information and metadata for videos several weeks before their release date. Under terms of the agreement, professional catalogers at OCLC will provide full cataloging records of new release videos supplied by Ingram. These records will be added to both WorldCat and Ingram's cataloging database, BookMARC. Because of the new agreement with Ingram Library Services, OCLC is now able to receive new video titles up to 12 weeks ahead of their general release dates. Ingram sends a screening copy of a video to OCLC, where it is cataloged in DVD, VHS and, if applicable, Spanish version formats.

For the full OCLC report, see http://www.olacinc.org/new/oclcmid02.html

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NEWS & ANNOUNCEMENTS
Barbara Vaughan, Column Editor

UCLA FILM AND TELEVISION ARCHIVE CATALOGING RECORDS
AVAILABLE THROUGH RLG UNION CATALOG

As of January 2002, any libraries, archives, media collections and the like that catalog motion pictures and television programs may benefit from use of the RLG Union Catalog to find full MARC records for such works held in the collection of the UCLA Film and Television Archive; these are available for RLG members to download into online systems that support the MARC format.

In late August 2001, RLG began loading more than 150,000 bibliographic records from the UCLA Film and Television Archive into the RLG Union Catalog under location code CULF. Weekly updates will maintain the currency of the collection. Most of the records were loaded into the Visual Materials file with a smattering of records loaded into Recordings. More information can be found in an RLG Focus article located at: http://www.rlg.org/r-focus/i53.html#ucla. The UCLA Film and Television Archive records continue to be available for searching over the Internet at the following site, as well, but full MARC records cannot be downloaded from this site: http://orion2.library.ucla.edu. NOTE: Be sure to select the Film and Television Archive database before every search.

The UCLA Film and Television Archive was founded in the late 1960s. It is now the largest university-based repository of original film and television materials in the world. Its catalog currently contains nearly 150,000 titles. As part of its mission, the archive collects and preserves motion pictures and broadcast programming, and works to advance public understanding and appreciation of moving image media. The archive also supports scholarly research and media production, explores how new technologies can contribute to preservation and restoration, and educates and trains archivists. As film and television play a greater role in shaping our culture, the work of the archive increases in importance.

The film collection is strongest in the Hollywood-produced sound cinema from the 1930s, '40s and '50s, including newsreels, but also includes significant selections representing many other periods and aspects of filmmaking. The television holdings consist of examples from all types of broadcasting, representing every facet of American television history from 1947 to the present. In addition to the 150,000 titles in the catalog, the Archive has 100,000 non-inventoried newsreel titles as well as a large number of radio broadcasts that will eventually be added to its catalog.

[originally posted by:]
Martha M. Yee, Cataloging Supervisor
UCLA Film and Television Archive
1015 N. Cahuenga Blvd.
Los Angeles, CA 90038-2635

Phone: 323-462-4921 x27
Fax: 323-461-6317
E-mail: myee@ucla.edu

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ONLINE OLAC MEMBERSHIP DIRECTORY NOW AVAILABLE


We are pleased to announce the availability of the online version of the OLAC Membership Directory at: http://www.olacinc.org/dir/
UserName: [deleted in online version--smn]
Password: [deleted in online version--smn]
You can search the OLAC membership directory for a name, state, e-mail or select the type of affiliation, bibliographic utility or local system. You can even browse by specialty.

Check out your information and send any corrections to Sue Neumeister (neumeist@buffalo.edu).

Many thanks to Don Gramlich, University at Buffalo, who programmed the database.

Sue Neumeister
University at Buffalo

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OCLC INSTITUTE SPRING SEMINAR SCHEDULE

The OCLC Institute is pleased to announce its Spring 2002 seminar and special event schedule. Complete details for the seminars listed below are available on the Institute Website at http://www.oclc.org/institute/. If you are attending ALA Midwinter, we invite you to visit the OCLC booth to discuss our professional development opportunities.

April 22-24 - Knowledge Management: Methods & Systems
Hosted by the University of Nevada Las Vegas
The OCLC Institute's Director Emeritus, Martin Dillon, presents this seminar, designed to explore the background, motivations and definitions of knowledge management and the intersection of this management trend with the Web revolution and digital knowledge resources. The focus will be on threats and opportunities for libraries. Topics include components and characteristics of knowledge management, system fundamentals, functional requirements and system performance. A hands-on guided lab provides participants with practice in creating a knowledge management system.
      Early-bird registration deadline: March 1
      Cost: $400 for OCLC Members, $450 for non-members

April 25-26 - Planning in a Time of Rapid Technological Change
Sponsored by PALINET and OHIONET
Join your colleagues at Oglebay Resort in Wheeling, WV to explore planning techniques for a rapidly shifting technological environment. David Penniman, Dean, School of Informatics, University at Buffalo and Keith Russell, Coordinator of Employee Development, University of Kansas provide a planning approach that involves both top-down development and bottom-up assessment. The course includes both lecture and hands-on sessions to help you find ways to manage change, not react to it.
      Early-bird registration deadline: March 1
      Cost: $400 for OCLC Members, $450 for non-members

May 20-22 - Creating a New Reference Librarianship
Hosted by the University of Nevada Las Vegas
Designed especially for reference and public service librarians at all levels, this seminar will help you take a more active role in creating a new reference librarianship...in your own career, work unit, library or larger spheres of influence and concern. This intensive seminar includes provocative lectures, facilitated group discussions, lectures and hands-on laboratory sessions. You will be challenged to ask the difficult questions, gain experience with new technology applications and create an action plan for change. Martin Dillon, Director Emeritus of the OCLC Institute presents this seminar.
      Early-bird registration deadline: April 5
      Cost: $400 OCLC Members, $450 for non-members

Steering by Standards Videoconference Series
http://www.oclc.org/institute/events/sbs.htm

This series of 3 satellite videoconferences addresses standards that will significantly impact librarians and other information professionals. Presentations by standards experts and local practitioners, debate among the speakers and audience-driven question-and-answer sessions will provide practical insight into these global initiatives, helping library leaders decide more quickly and effectively how to respond locally to these emerging standards.

The series includes:
"A New Harvest: Revealing Hidden Resources with the Open Archives Metadata Harvesting Protocol," March 26, 2002.
Host: Lorcan Dempsey, Vice President, OCLC Office of Research, featuring Herbert Van de Sompel, Director, e-Strategy and Programmes, British Library.

"The OAIS Imperative: Enduring Record or Digital Dust?" April 19, 2002.
Host: Meg Bellinger, Vice President, Digital & Preservation Resources, featuring Donald Sawyer, Lead, Science Office of Standards and Technology, NASA.

"Paper Past, Digital Future: Managing Metadata Standards in Transition," May 29, 2002.
Host: Gary Houk, Vice President, OCLC Services, featuring Barbara Tillett, Director, Integrated Library System Program Office, Library of Congress.

For further details, including registration forms for all events as well as content information costs for the "Steering by Standards" videoconference series, please see
http://www.oclc.org/institute/
or contact:
Amy Lytle, Event Coordinator
lytlea@oclc.org
(800) 848-5878 x 5212

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CATALOGING ELECTRONIC RESOURCES WITH NANCY B. OLSON

An intense and practical workshop for catalogers focusing on electronic resources, including videorecordings, DVDs, CD-ROMs, and Internet resources
Dates: Tuesday, June 4 - Friday, June 7, 2002
Time: 9:00 a.m. - 4:00 p.m.
Location: Winthrop University, Rock Hill South Carolina
Electronic resources may be the most difficult materials to catalog and libraries are adding them to their collections at a fast pace. This workshop is a timely offering for the newly revised Chapter 9 of AACR2 covering rules on cataloging of these confusing, constantly changing items.

Workshop Instructor: Nancy B. Olson, Professor Emeritus, Minnesota State University, Mankato, a nationally acknowledged expert in non-book cataloging.

About the workshop--
This 4-day workshop offers intense, practical training that focuses on cataloging electronic resources based on the newly revised Chapter 9 of AACR2. Workshop participants must have some background (coursework and/or experience) in basic book cataloging using AACR2 and the OCLC/MARC format.

Required texts (participants should bring the following materials to the workshop)--
Anglo-American Cataloging Rules, 2nd ed., 1998 rev. and amendments/revisions
Cataloging of Audiovisual Materials and Other Special Materials, by Nancy B. Olson. 4th ed. Minnesota Scholarly Press, 1998.
Cataloging Internet Resources: A Manual and Practical Guide, by Nancy B. Olson. 2nd ed. (Available: http://www.purl.org/oclc/cataloging-internet)
MARC21 Bibliographic Manual or OCLC Bibliographic Formats and Standards
Workshop schedule--
Day 1: Rules and cataloging of physical items, with hands-on cataloging of CD-ROMs.
Days 2 and 3: Cataloging of remote access items, with hands-on cataloging of remote access monographic materials on Day 2; remote access serial items on Day 3.
Day 4: Cataloging of videorecordings, particularly DVD format, with hands-on cataloging of DVDs. Participants will receive extensive handouts on DVD cataloging.

Registration--
Fee: $160.00 (covers all 4 days)
Enrollment limited to 22 participants
Registration deadline: May 1, 2002

Questions? Contact Mary Rose Adkins at (803) 323-2234 or adkinsm@winthrop.edu

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OCLC INSTITUTE "CATALOGING INTERNET RESOURCES" VERSION 2

The Web-based distance-learning course, "Cataloging Internet Resources Using MARC 21 and AACR2," version 2, revised and expanded, is available from the OCLC Institute.

The course has been completely updated to include recent AACR2 rule revisions for Chapter 9 and now includes instruction in cataloging electronic serials.

"Cataloging Internet Resources" covers the MARC 21 fields and subfields and related AACR2 rules necessary for creating complete and accurate bibliographic records for Internet resources. Each lesson includes learning objectives, quizzes, and tests to help students assess their own self-paced learning. Instruction is based upon a wide range of real-world examples, and each lesson provides direct online access to supporting standards and documentation.

The course designers and developers have created a comprehensive online learning experience for anyone who wants to use MARC/AACR2 systems, standards, and practices to describe, access, and otherwise manage electronic resources.

One-year subscriptions and 24-hour, 7-day-a-week access provide ample time for learning, mastery, and even using the course for desktop ready reference. Multiple seat licenses, available at reduced cost, enable libraries to bring this knowledge to all critical staff. Students access the course via the Web, and no plug-ins are necessary.

To view sample lessons, see http://www.oclc.org/institute/elearning/oll/CIRuMA/course_contents.htm.

"Cataloging Internet Resources" is jointly developed by Steve Miller, University of Wisconsin--Milwaukee; Amigos Library Services, Inc., NELINET, SOLINET, and the OCLC Institute.

For more infor