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Library Cataloging Boot Camp,
Part 2
Sullivan BOCES, Liberty, NY
November 3, 2009
Denise A. Garofalo
Topics for this afternoon
—   Searching and exporting MARC records
—   Discussion of editing exported MARC records
—   DDC basics
—   Future of MARC, RDA, FRBR
—   “Real life” questions and examples
—   Wrap-up
Objectives for this afternoon
— Discuss  searching library catalogs and
  locating desired MARC record
— Exporting MARC records
— Become more comfortable with
  Dewey
— Discuss future of MARC and RDA and
  FRBR
— “Real life” questions/examples
Searching for MARC
Finding MARC records
—   You may locate MARC records from:
    ◦ Your book vendors (may involve a fee)
    ◦ A bibliographic utility (an organization that
      provides MARC records for a fee, such as
      OCLC)
    ◦ The Library of Congress (free)
    ◦ Other libraries’ catalogs (free)
Some MARC record sources
— URSUS    (Maine State Union Catalog)
http://ursus.maine.edu/search~S14
— OhioLink Library Catalog
http://olc1.ohiolink.edu/search
— Minuteman Library Network
http://library.minlib.net/search/
Exporting records, or,
How do the records get from
their catalog into mine?
Using LC as a source
1.   Create a folder to store the records on
     your PC (marc_records)
2.   Search LC’s catalog
     (http://catalog.loc.gov/)
3.   Once you locate the record you want,
     scroll to bottom of the screen.
Using LC, continued
4.   Select MARC format (usually MARC
     (nonUnicode/MARC8), and then click
     “Press to save or print”
5.   A screen will display a line of nonsense.
     Disregard. At the top of the browser
     screen click on “File” and then “Save
     As”.
Using LC, continued
6. Select the folder you created in Step 1.
7. Make sure to change Save as Type to
    Text File (.txt)
8. Give the file a name that is useful to you
    (perhaps a date string, 11032009)
9. Click on “Save.”
10. You have exported a MARC record.
Sample online resources
— Download and import unedited MARC
  records from Library of Congress
http://www.bsd405.org/Portals/0/libtexttech
  support/medialibrary/documents/mllc.pdf
— Copying/Loading records from LC
http://www.infohio.org/Documents/UC/LO
  Cdownloads.pdf [steps 1-7 are generic]
Editing records, or, How do I make
the MARC record I found my own?
Editing MARC
—   Editing can occur
    ◦ before you export the records into your
      automation system, using software such as
      MarcEdit (free)
    ◦ after you export the records into your
      automation system, using your automation
      system software
MarcEdit
—   MarcEdit homepage
    ◦ http://oregonstate.edu/~reeset/marcedit/html/
      index.php
—   Using MarcEdit to Edit Large Numbers of
    Bib Records
    ◦ http://www.lib.ksu.edu/depts/techserv/manual/
      general/marcedit.html
Any questions?
Getting to know MARC
personally
Exporting a MARC record
— Search a library catalog for the item in
  question
— Locate the MARC record for the item
— Locate the MARC record download
  button
— Export the record (to the C drive or
  floppy drive or jump drive)
Can’t find the right MARC?
— Try another catalog (or two or three)
— Locate a record for an earlier edition and
  download that record (you will have to
  edit it to match the item in question)
— Still no luck? You may have to create a
  MARC record from scratch within your
  library automation system
MARC records info
—   Free MARC records listserv
    ◦ http://groups.yahoo.com/group/Free_MARC_
      Records/messages/
—   MARC info websites
    ◦ http://dmoz.org/Reference/Libraries/Library_a
      nd_Information_Science/Technical_Services/C
      ataloguing/Metadata/MARC/
Library Boot Camp: Basic Cataloging, Part 2
Classification in libraries
— A system of arranging the collection on
  the shelves which provides formal and
  orderly access to the materials
— A means of bringing together related
  items in a useful sequence from general
  to specific
— A way to lead the user to the needed
  items
Call number
—   Contains the information about where the
    item is shelved
    ◦ May have a location or collection prefix—DVD or
      REF or j
    ◦ Next element is the classification number—736 or
      917.3 or PZ4
    ◦ Next is the Cutter number, an alpha-numeric
      related to the main entry or author—H74 or Q14
    ◦ May include a date or a copy or accession number
      as final element
Indicates the subject
          matter of the item

“cutter
number”
Library Boot Camp: Basic Cataloging, Part 2
DDC is broad
—   System groups works under main
    divisions and subdivisions
Basic general Dewey rules
— Class first according to subject, then by form
— Class where it will be most useful
— Place it in the most specific subject division
  that will contain it, rather than with the
  general topic
— If it deals with 2 or 3 subjects, place it with
  the predominant subject or the one treated
  first. More than 3 subjects? Place it in the
  general class which combines all of the
  subjects
Refining principles
— Work discussing Spanish influence on Portuguese
  literature should be classed with Portuguese
  literature—class works dealing with 2 subjects
  where one influences another are placed with
  the subject acted upon or influenced
— Monographic sets—class either all together
  under a broad number for the set or class
  separately under each individual volume’s subject
Nothing is perfect
—   Any classification scheme is limited
    ◦ DDC places language separate from literature
    ◦ History is classed separate from social
      sciences in DDC
—   Reorganization causes problems
    ◦ New numbers for new concepts
    ◦ Moving concepts to more logical locations
—   Purchased cataloging is only as good as
    the vendor’s catalogers
DDC
— Oldest and most widely used classification
  system in America
— Allows for expansion to cover aspects of
  general subjects
— The more specific the item being
  classified the longer the number grows
— Long numbers may be more accurate but
  can be unwieldy and impractical
DDC
— Incorporates mnemonic devices
  transferred from one class to another
  (-03 at the end of a class number of any
  length indicates a dictionary of the subject
  at hand)
— Arranges subjects from the general to the
  specific
DDC basic premises
— Under Dewey there is no one class for
  any given subject
— Primary arrangement is by discipline
— Any specific topic may appear in any
  number of disciplines
— Aspects of a topic are brought together in
  the relative index
DDC basic concepts
—   Notes are very helpful
    ◦ Tell what is found at a class number
    ◦ Tell what is found at other class numbers
    ◦ ID topics in “standing room” (topics that don’t
      have enough works about them to justify a
      separate number—computers were like this for
      awhile, 001.6 then 004-006)
    ◦ Explain changes in tables and schedules
    ◦ Instruct in number building
    ◦ Prescibe precedence order
    ◦ Explain options
Number-
Number-building
— Way to expand existing numbers in the
  schedule
— In tables these numbers are preceded by
  a “-” to indicate they cannot stand alone
  (omit the dash when attaching a number)
Standard subdivisions
— Originally “Form divisions”
— Some treat format
— Others represent ways to handle aspects
  of a subject (philosophy, theory, history,
  etc.)
— Unless specific instructions bar it, can use
  with any number if application is
  meaningful
— More info available in DDC
Library Boot Camp: Basic Cataloging, Part 2
Take a short break….
Geographic areas
— When a given subject can be subdivided
  geographically and the library has many
  books dealing with the subject use Table 2
  (area table)
— The number can be expanded by region
  or site
— The bulkiest table
Individual literatures
— Table 3 is actually three tables
— They are never used alone but under the
  instructions given at 808-809 and 810-890
Individual languages
— Table 4 is used with the base numbers for
  the individual languages
— See 420-490 for explanation
— Does provide mnemonic form divisions
    ◦ -1 for writing systems
    ◦ -2 for etymology
    ◦ -3 for dictionaries
Racial, ethnic groups
— Table 5 is used according to specific
  instructions in the schedules or other
  tables
— May also be used through -89
  interposition
— Use is parallel to that of Table 2
Languages
—   Table 6 is the basic mnemonic table to
    indicate the particular language of the
    work of the language which is the subject
Groups of persons
— Table 7 is used as instructed in the
  schedules or other tables
— Deals with various characteristics of
  persons (social groups)
Adding other parts
— There are many places in the DDC
  schedules where the classer is directed to
  find a number elsewhere in the schedule
  and add it whole to the number at hand
— Check the DDC itself for examples
Relative index is very useful
—   Contains terms found in the schedules and tables and
    synonyms for those terms
—   Also has names of states, provinces, cities, geographic
    features, some personal names
—   Does not contain phrases that begin with adjectival
    phrases (Portuguese plays)
—   Enumerates alphabetically all the main headings in the
    class schedules
—   Contains certain specific entries not listed in the
    schedules
—   Index terminology varies from that found in the
    schedule (Perspiration)
But it isn’t a substitute
for the schedules
Final DDC tidbits
—   Segments
    ◦ 636.6/01
     – Smaller libraries may just use 636.6
     – Larger libraries may use 636.601
— Updated every 8 years or so
— Abridged editions are available for the
  very small libraries (they can “grow” into
  the full edition)
Library Boot Camp: Basic Cataloging, Part 2
Library Boot Camp: Basic Cataloging, Part 2
Library Boot Camp: Basic Cataloging, Part 2
FRBR
— Functional Requirements for Bibliographic
  Records
— Conceptual model
— “provide a clearly defined, structured
  framework for relating the data that are
  recorded in bibliographic records to the needs
  of the users of those records”
How will FRBR fit in?
—   Great potential
—   Search results can be grouped to demonstrate
    relationships among
     – all expressions of a Work
     – Works about it
     – Works related to it
—   Easier to record relationships between entities
—   Catalogs and databases no longer limited to
    role as finding lists but become true research
    systems
FRBR is not….
—a  standard
— a metadata scheme
— a concrete data model
FRBR basics
—   Group 1 – products that are named or
    described in the bibliographic record
     – work, expression, manifestation, item
—    Group 2 – entities responsible for physical
    production and dissemination, or the
    custodianship of such products
     – person, families, corporate bodies
—    Group 3 – entities that serve as the
    subjects of intellectual or artistic endeavor
     – concept, object, event, place
FRBR has relationship issues
—   between
     –   Equivalents
     –   Conceptually related entities
     –   Components of a whole
     –   Physical formats
Group 1 entity example
Work
—   a distinct intellectual or artistic creation
Expression
—   the intellectual or artistic realization of a
    Work
          novel, comic, feature film, poster
Manifestation
—   the physical embodiment of an Expression
    of a Work

hardcover, paperback, 35 mm. film, DVD, VHS
Item
—   a single exemplar of a Manifestation

autographed copy of the 1998 edition
Library Boot Camp: Basic Cataloging, Part 2
Library Boot Camp: Basic Cataloging, Part 2
What is RDA?
— “Cataloging rules for the 21st century”
— Working title for a new cataloging code,
  or standard
— Essentially, cataloging rules that would
  supersede the Anglo-American Cataloging
  Rules, 2nd ed. (AACR2)
— Originally thought it would be AACR3
— Supports FRBR
How will this affect libraries?
— Not everyone is supportive of RDA
— Will take time
— Eventually will become the standard
— Goal
    ◦ new code
    ◦ Puts stronger emphasis on helping users
     – "find, identify, select and obtain" the information
       they are looking for, chiefly through the use of
       clustering of bibliographic records
RDA has no limits
— Transcribe the entire statement of
  responsibility, no matter how many
  persons or bodies it contains
— Include “other title” information
— Number of added entries for collections
  of works by different persons or bodies
— Added entries for all parties on each side
  of a Treaty
Future…..
— No timeline for when OPAC and ILS
  vendors will begin incorporating RDA and
  FRBR
— It's also not clear how soon the Library of
  Congress and OCLC will adopt the new
  standards
— 26 testing partners have been selected to
  participate formally in LC’s planned test
  of the content and functionality of RDA
So now what?
— There is a new Specific Material
  Designation of “online resource” to be
  used in the MARC 300 field
— Just remember, whatever form RDA takes
  it is being designed to be simpler
Library Boot Camp: Basic Cataloging, Part 2
Real-
Real-life questions and examples
Wrap-
Wrap-up
Overview of points covered
— The relationship between access points
  and MARC records
— The basic structure of MARC records
— Achieved a comfort level with MARC
— Discussed searching and exporting MARC
  records
— Introduced to FRBR and RDA
— Dewey and you
— Real-life examples and questions
Review of today’s objectives
— Do you feel comfortable with basic
  MARC record information?
— Are you confidant you can search library
  catalogs and locate a desired MARC
  record?
— Did you successfully export a MARC
  record to a jump drive or a floppy disk?
Any questions?
Good luck!

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Library Boot Camp: Basic Cataloging, Part 2

  • 1. Library Cataloging Boot Camp, Part 2 Sullivan BOCES, Liberty, NY November 3, 2009 Denise A. Garofalo
  • 2. Topics for this afternoon — Searching and exporting MARC records — Discussion of editing exported MARC records — DDC basics — Future of MARC, RDA, FRBR — “Real life” questions and examples — Wrap-up
  • 3. Objectives for this afternoon — Discuss searching library catalogs and locating desired MARC record — Exporting MARC records — Become more comfortable with Dewey — Discuss future of MARC and RDA and FRBR — “Real life” questions/examples
  • 5. Finding MARC records — You may locate MARC records from: ◦ Your book vendors (may involve a fee) ◦ A bibliographic utility (an organization that provides MARC records for a fee, such as OCLC) ◦ The Library of Congress (free) ◦ Other libraries’ catalogs (free)
  • 6. Some MARC record sources — URSUS (Maine State Union Catalog) http://ursus.maine.edu/search~S14 — OhioLink Library Catalog http://olc1.ohiolink.edu/search — Minuteman Library Network http://library.minlib.net/search/
  • 7. Exporting records, or, How do the records get from their catalog into mine?
  • 8. Using LC as a source 1. Create a folder to store the records on your PC (marc_records) 2. Search LC’s catalog (http://catalog.loc.gov/) 3. Once you locate the record you want, scroll to bottom of the screen.
  • 9. Using LC, continued 4. Select MARC format (usually MARC (nonUnicode/MARC8), and then click “Press to save or print” 5. A screen will display a line of nonsense. Disregard. At the top of the browser screen click on “File” and then “Save As”.
  • 10. Using LC, continued 6. Select the folder you created in Step 1. 7. Make sure to change Save as Type to Text File (.txt) 8. Give the file a name that is useful to you (perhaps a date string, 11032009) 9. Click on “Save.” 10. You have exported a MARC record.
  • 11. Sample online resources — Download and import unedited MARC records from Library of Congress http://www.bsd405.org/Portals/0/libtexttech support/medialibrary/documents/mllc.pdf — Copying/Loading records from LC http://www.infohio.org/Documents/UC/LO Cdownloads.pdf [steps 1-7 are generic]
  • 12. Editing records, or, How do I make the MARC record I found my own?
  • 13. Editing MARC — Editing can occur ◦ before you export the records into your automation system, using software such as MarcEdit (free) ◦ after you export the records into your automation system, using your automation system software
  • 14. MarcEdit — MarcEdit homepage ◦ http://oregonstate.edu/~reeset/marcedit/html/ index.php — Using MarcEdit to Edit Large Numbers of Bib Records ◦ http://www.lib.ksu.edu/depts/techserv/manual/ general/marcedit.html
  • 16. Getting to know MARC personally
  • 17. Exporting a MARC record — Search a library catalog for the item in question — Locate the MARC record for the item — Locate the MARC record download button — Export the record (to the C drive or floppy drive or jump drive)
  • 18. Can’t find the right MARC? — Try another catalog (or two or three) — Locate a record for an earlier edition and download that record (you will have to edit it to match the item in question) — Still no luck? You may have to create a MARC record from scratch within your library automation system
  • 19. MARC records info — Free MARC records listserv ◦ http://groups.yahoo.com/group/Free_MARC_ Records/messages/ — MARC info websites ◦ http://dmoz.org/Reference/Libraries/Library_a nd_Information_Science/Technical_Services/C ataloguing/Metadata/MARC/
  • 21. Classification in libraries — A system of arranging the collection on the shelves which provides formal and orderly access to the materials — A means of bringing together related items in a useful sequence from general to specific — A way to lead the user to the needed items
  • 22. Call number — Contains the information about where the item is shelved ◦ May have a location or collection prefix—DVD or REF or j ◦ Next element is the classification number—736 or 917.3 or PZ4 ◦ Next is the Cutter number, an alpha-numeric related to the main entry or author—H74 or Q14 ◦ May include a date or a copy or accession number as final element
  • 23. Indicates the subject matter of the item “cutter number”
  • 25. DDC is broad — System groups works under main divisions and subdivisions
  • 26. Basic general Dewey rules — Class first according to subject, then by form — Class where it will be most useful — Place it in the most specific subject division that will contain it, rather than with the general topic — If it deals with 2 or 3 subjects, place it with the predominant subject or the one treated first. More than 3 subjects? Place it in the general class which combines all of the subjects
  • 27. Refining principles — Work discussing Spanish influence on Portuguese literature should be classed with Portuguese literature—class works dealing with 2 subjects where one influences another are placed with the subject acted upon or influenced — Monographic sets—class either all together under a broad number for the set or class separately under each individual volume’s subject
  • 28. Nothing is perfect — Any classification scheme is limited ◦ DDC places language separate from literature ◦ History is classed separate from social sciences in DDC — Reorganization causes problems ◦ New numbers for new concepts ◦ Moving concepts to more logical locations — Purchased cataloging is only as good as the vendor’s catalogers
  • 29. DDC — Oldest and most widely used classification system in America — Allows for expansion to cover aspects of general subjects — The more specific the item being classified the longer the number grows — Long numbers may be more accurate but can be unwieldy and impractical
  • 30. DDC — Incorporates mnemonic devices transferred from one class to another (-03 at the end of a class number of any length indicates a dictionary of the subject at hand) — Arranges subjects from the general to the specific
  • 31. DDC basic premises — Under Dewey there is no one class for any given subject — Primary arrangement is by discipline — Any specific topic may appear in any number of disciplines — Aspects of a topic are brought together in the relative index
  • 32. DDC basic concepts — Notes are very helpful ◦ Tell what is found at a class number ◦ Tell what is found at other class numbers ◦ ID topics in “standing room” (topics that don’t have enough works about them to justify a separate number—computers were like this for awhile, 001.6 then 004-006) ◦ Explain changes in tables and schedules ◦ Instruct in number building ◦ Prescibe precedence order ◦ Explain options
  • 33. Number- Number-building — Way to expand existing numbers in the schedule — In tables these numbers are preceded by a “-” to indicate they cannot stand alone (omit the dash when attaching a number)
  • 34. Standard subdivisions — Originally “Form divisions” — Some treat format — Others represent ways to handle aspects of a subject (philosophy, theory, history, etc.) — Unless specific instructions bar it, can use with any number if application is meaningful — More info available in DDC
  • 36. Take a short break….
  • 37. Geographic areas — When a given subject can be subdivided geographically and the library has many books dealing with the subject use Table 2 (area table) — The number can be expanded by region or site — The bulkiest table
  • 38. Individual literatures — Table 3 is actually three tables — They are never used alone but under the instructions given at 808-809 and 810-890
  • 39. Individual languages — Table 4 is used with the base numbers for the individual languages — See 420-490 for explanation — Does provide mnemonic form divisions ◦ -1 for writing systems ◦ -2 for etymology ◦ -3 for dictionaries
  • 40. Racial, ethnic groups — Table 5 is used according to specific instructions in the schedules or other tables — May also be used through -89 interposition — Use is parallel to that of Table 2
  • 41. Languages — Table 6 is the basic mnemonic table to indicate the particular language of the work of the language which is the subject
  • 42. Groups of persons — Table 7 is used as instructed in the schedules or other tables — Deals with various characteristics of persons (social groups)
  • 43. Adding other parts — There are many places in the DDC schedules where the classer is directed to find a number elsewhere in the schedule and add it whole to the number at hand — Check the DDC itself for examples
  • 44. Relative index is very useful — Contains terms found in the schedules and tables and synonyms for those terms — Also has names of states, provinces, cities, geographic features, some personal names — Does not contain phrases that begin with adjectival phrases (Portuguese plays) — Enumerates alphabetically all the main headings in the class schedules — Contains certain specific entries not listed in the schedules — Index terminology varies from that found in the schedule (Perspiration)
  • 45. But it isn’t a substitute for the schedules
  • 46. Final DDC tidbits — Segments ◦ 636.6/01 – Smaller libraries may just use 636.6 – Larger libraries may use 636.601 — Updated every 8 years or so — Abridged editions are available for the very small libraries (they can “grow” into the full edition)
  • 50. FRBR — Functional Requirements for Bibliographic Records — Conceptual model — “provide a clearly defined, structured framework for relating the data that are recorded in bibliographic records to the needs of the users of those records”
  • 51. How will FRBR fit in? — Great potential — Search results can be grouped to demonstrate relationships among – all expressions of a Work – Works about it – Works related to it — Easier to record relationships between entities — Catalogs and databases no longer limited to role as finding lists but become true research systems
  • 52. FRBR is not…. —a standard — a metadata scheme — a concrete data model
  • 53. FRBR basics — Group 1 – products that are named or described in the bibliographic record – work, expression, manifestation, item — Group 2 – entities responsible for physical production and dissemination, or the custodianship of such products – person, families, corporate bodies — Group 3 – entities that serve as the subjects of intellectual or artistic endeavor – concept, object, event, place
  • 54. FRBR has relationship issues — between – Equivalents – Conceptually related entities – Components of a whole – Physical formats
  • 55. Group 1 entity example
  • 56. Work — a distinct intellectual or artistic creation
  • 57. Expression — the intellectual or artistic realization of a Work novel, comic, feature film, poster
  • 58. Manifestation — the physical embodiment of an Expression of a Work hardcover, paperback, 35 mm. film, DVD, VHS
  • 59. Item — a single exemplar of a Manifestation autographed copy of the 1998 edition
  • 62. What is RDA? — “Cataloging rules for the 21st century” — Working title for a new cataloging code, or standard — Essentially, cataloging rules that would supersede the Anglo-American Cataloging Rules, 2nd ed. (AACR2) — Originally thought it would be AACR3 — Supports FRBR
  • 63. How will this affect libraries? — Not everyone is supportive of RDA — Will take time — Eventually will become the standard — Goal ◦ new code ◦ Puts stronger emphasis on helping users – "find, identify, select and obtain" the information they are looking for, chiefly through the use of clustering of bibliographic records
  • 64. RDA has no limits — Transcribe the entire statement of responsibility, no matter how many persons or bodies it contains — Include “other title” information — Number of added entries for collections of works by different persons or bodies — Added entries for all parties on each side of a Treaty
  • 65. Future….. — No timeline for when OPAC and ILS vendors will begin incorporating RDA and FRBR — It's also not clear how soon the Library of Congress and OCLC will adopt the new standards — 26 testing partners have been selected to participate formally in LC’s planned test of the content and functionality of RDA
  • 66. So now what? — There is a new Specific Material Designation of “online resource” to be used in the MARC 300 field — Just remember, whatever form RDA takes it is being designed to be simpler
  • 70. Overview of points covered — The relationship between access points and MARC records — The basic structure of MARC records — Achieved a comfort level with MARC — Discussed searching and exporting MARC records — Introduced to FRBR and RDA — Dewey and you — Real-life examples and questions
  • 71. Review of today’s objectives — Do you feel comfortable with basic MARC record information? — Are you confidant you can search library catalogs and locate a desired MARC record? — Did you successfully export a MARC record to a jump drive or a floppy disk?