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NAVIGATING RECLASSIFYING FROM
DEWEY TO LC: RECLASS REHASH
Michael Arseneau, John Bourgeois, William Charron
Communicate Cooperate Collaborate October 7-8, 2015
BACKGROUND
• In November of 2011, it was decided to reclassify the collection at Ellender Memorial
Library from the Dewey Decimal Classification system to the Library of Congress
Classification system.
• From the beginning, the process was handled by hand, each title or volume being
done one at a time.
Communicate Cooperate Collaborate October 7-8, 2015
BACKGROUND
• In July of 2014, it became apparent that doing the reclass by hand was far too slow
and that automating the process was necessary.
• A site visit from LOUIS and the resulting Footprint began the process of getting this
project automated.
Communicate Cooperate Collaborate October 7-8, 2015
PROJECT TIMELINE
• July 30, 2014 - Initial conversation with LOUIS staff about automating the conversion.
• Aug. 22, 2014 - Open Footprint to have a custom report created.
• Jan. 27, 2015 - Report testing begins in Training.
• Feb. 18, 2015 - Automation process begins with report moved to Production.
Communicate Cooperate Collaborate October 7-8, 2015
MANUAL PROCESS
Process:
1. Pull a truck of books.
2. Pull shelf list cards.
3. Use LC number on bottom of shelf list
card.
4. If no LC number, searched OCLC or
Library of Congress.
5. Still no LC number, one would be
assigned.
1. Would write new LC number in book and
on back of shelf list card.
2. Add new LC number to all records in WF.
3. Labels printed for completed book truck.
4. Shelf list cards were separated from the
books.
5. Books were processed with new label.
6. Shelf list cards were kept for a monthly
count of number of books converted.
• Started with Reference collection
• The first main collection areas chosen based on accreditation
• Then areas as needed for shifting
Communicate Cooperate Collaborate October 7-8, 2015
REPORT REQUIREMENTS (1/4)
 Be able to select a range of Dewey numbers by home location.
 The report will change the existing Dewey numbers in the call number/item
tab to the LC number from the 050 or 090 field if they met criteria.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT REQUIREMENTS (2/4)
050 and 090 Criteria:
 Use 050 if it exists.
 Use 090 If an 050 does not exist in a record or when there are two subfield
“a”s in the 050.
 In the case where there are two 090’s, then the record should be added to
the list of errors.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT REQUIREMENTS (3/4)
 The new LC number should leave the |z and volume information from the
Dewey numbers in place.
 Class scheme will need to change from Dewey to LC.
 Create a Dewey number sorted list of all items successfully converted to LC.
 Create a Dewey number sorted list of item IDs for label printing.
 Create a Dewey number sorted list of errors/problems.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT REQUIREMENTS (4/4)
Possible errors:
• The following were not edited due to multiple 050 or 090 tags.
• The following were not edited due to multiple 050 subfield a's.
• The following record lacks both an 050 and 090 tag.
• The following were not edited because the call numbers in 050 and/or
090 start with Z.
LOUIS staff suggested we add a 500 item limit on the report as a fail safe.
Communicate Cooperate Collaborate October 7-8, 2015
ACCESS SERVICES
 Beginning and End of the Process.
 Pull the books for reclass.
 Shelve them once reclassed.
 Mediate Migration with Users.
 Help students navigate between the systems.
 Emphasize clear divisions of LC from Dewey.
Communicate Cooperate Collaborate October 7-8, 2015
POTENTIAL APPROACHES
 Plan #1 – Pull in Dewey order.
 Easy on front end for Access Services.
 Easy for Tech Services to run.
 Difficult on back end for Access Services.
 Plan #2 – Pull in LC order.
 Impossible for Tech Services.
 Impractical for Access Services on front end.
 Easy for Access Services on back end.
Communicate Cooperate Collaborate October 7-8, 2015
PLAN #3 – THE HYBRID
 Pull Dewey based on LCC.
 Ranges based on where the space exists for LC.
 Easy for Access Services to consistently pull.
 Easy for run in Tech Services.
 Mostly easy to shelve with minimal outliers and minimal ad hoc shifting.
CAVEAT – Front end legwork.
Needed to know the LCC for Dewey
books.
Communicate Cooperate Collaborate October 7-8, 2015
ACCESS SERVICES ACCESS
 Manually done.
 Tech services.
 Exported txt
 Sent to me
 Translated into workable interface.
 Into excel
 Into access
 Train staff in Access
 Each member got ~45000 items
 Divided by Dewey Ranges
Communicate Cooperate Collaborate October 7-8, 2015
FILLING IN THE LC’S
-Workflows -WorldCat
Communicate Cooperate Collaborate October 7-8, 2015
PULLING (1/2)
 In actuality, ~500 items can be done per day, three days per week.
Approximately 6 carts.
 Student workers useful in regular semester.
 Access Services staff assist Technical Services in summer.
 Truncated hours.
 Reduced patron volume.
Communicate Cooperate Collaborate October 7-8, 2015
PULLING (2/2)
 Prior to going to Tech Services, items on cart compared to items in Access
list.
 Discarded/Missing Books
 Misshelved Books
 Checked Out Books
 Wrong Call Number
 Identify oddities – sets, volumes, series – for Cataloging.
 Chance to clean up the catalog.
Communicate Cooperate Collaborate October 7-8, 2015
TECHNICAL SERVICES PROCESS
1. Get the Dewey range to be processed.
2. Run the report.
Communicate Cooperate Collaborate October 7-8, 2015
RUNNING THE REPORT
 Enter call number range of books.
Communicate Cooperate Collaborate October 7-8, 2015
RUNNING THE REPORT
 Limit by Home location.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT RESULTS
 List MARC Holdings edited.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT RESULTS
 Total number of items edited followed by a count and list of any
errors/problems.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT RESULTS
 Final Results section list all completed edits.
Communicate Cooperate Collaborate October 7-8, 2015
REPORT RESULTS
 End of Log contains a comma-delimited list of all item IDs in original Dewey
order.
Communicate Cooperate Collaborate October 7-8, 2015
CATALOGING PROCESS
3. Pull the cards: Pull out any that show there are copies, and those not in the stacks
location. The new LC call number is written on the cards with copies. Also the last
four numbers of the barcode are written next to each item.
Communicate Cooperate Collaborate October 7-8, 2015
CATALOGING PROCESS
4. Go through the LC call numbers on the report: Look for any call numbers
that seem incorrect. Search in OCLC to see if the record has been updated
with a correct call number. If no number is found set aside as a problem.
Communicate Cooperate Collaborate October 7-8, 2015
CATALOGING PROCESS
5. Pull the problems: Any problem items
listed on the report are taken off of the carts
and put aside on a “Problem Cart.”
Communicate Cooperate Collaborate October 7-8, 2015
CATALOGING PROCESS
6. Run the Print Labels report: Using the comma-delimited item IDs, run
the report to print the labels.
7. Go through the labels: Manually change any that need to be edited or
copies added.
Communicate Cooperate Collaborate October 7-8, 2015
CATALOGING PROCESS
8. Print the labels: Print to the label printer. Glance over to make sure
everything printed correctly (not outside of margins, etc...). Keeping the
sheets of labels in order, place on corresponding cart, shifting books as
necessary.
Communicate Cooperate Collaborate October 7-8, 2015
CATALOGING PROCESS
9. Physical processing: Three labels per item. Label protector.
Communicate Cooperate Collaborate October 7-8, 2015
SHELVING
 Books ordered on carts prior to moving to the stacks.
 Projected locations not always correct.
 Shifting on the fly.
Communicate Cooperate Collaborate October 7-8, 2015
MANAGING THE TRANSITION
 Monitoring Student Workers.
 Fluctuating call numbers create issues.
 Pressuring Librarians to Review Sections for Discards prior to
Reclassification.
Communicate Cooperate Collaborate October 7-8, 2015
BY THE NUMBERS
Manual Process
 Done Monday - Friday
 43,995 books in 3 Years and 3
months.
 Averaging 1,128 books a month.
 220,000 book collection would take
approx. 16 Years and 3 months.
Automated Process
 Done 3 days a week
 37,413 books in 9 months.
 Averaging 4,157 books a month.
 220,000 book collection would take
approx. 4 Years and 6 months.

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Navigating Reclassifying from Dewey to LC: Reclass Rehash

  • 1. NAVIGATING RECLASSIFYING FROM DEWEY TO LC: RECLASS REHASH Michael Arseneau, John Bourgeois, William Charron
  • 2. Communicate Cooperate Collaborate October 7-8, 2015 BACKGROUND • In November of 2011, it was decided to reclassify the collection at Ellender Memorial Library from the Dewey Decimal Classification system to the Library of Congress Classification system. • From the beginning, the process was handled by hand, each title or volume being done one at a time.
  • 3. Communicate Cooperate Collaborate October 7-8, 2015 BACKGROUND • In July of 2014, it became apparent that doing the reclass by hand was far too slow and that automating the process was necessary. • A site visit from LOUIS and the resulting Footprint began the process of getting this project automated.
  • 4. Communicate Cooperate Collaborate October 7-8, 2015 PROJECT TIMELINE • July 30, 2014 - Initial conversation with LOUIS staff about automating the conversion. • Aug. 22, 2014 - Open Footprint to have a custom report created. • Jan. 27, 2015 - Report testing begins in Training. • Feb. 18, 2015 - Automation process begins with report moved to Production.
  • 5. Communicate Cooperate Collaborate October 7-8, 2015 MANUAL PROCESS Process: 1. Pull a truck of books. 2. Pull shelf list cards. 3. Use LC number on bottom of shelf list card. 4. If no LC number, searched OCLC or Library of Congress. 5. Still no LC number, one would be assigned. 1. Would write new LC number in book and on back of shelf list card. 2. Add new LC number to all records in WF. 3. Labels printed for completed book truck. 4. Shelf list cards were separated from the books. 5. Books were processed with new label. 6. Shelf list cards were kept for a monthly count of number of books converted. • Started with Reference collection • The first main collection areas chosen based on accreditation • Then areas as needed for shifting
  • 6. Communicate Cooperate Collaborate October 7-8, 2015 REPORT REQUIREMENTS (1/4)  Be able to select a range of Dewey numbers by home location.  The report will change the existing Dewey numbers in the call number/item tab to the LC number from the 050 or 090 field if they met criteria.
  • 7. Communicate Cooperate Collaborate October 7-8, 2015 REPORT REQUIREMENTS (2/4) 050 and 090 Criteria:  Use 050 if it exists.  Use 090 If an 050 does not exist in a record or when there are two subfield “a”s in the 050.  In the case where there are two 090’s, then the record should be added to the list of errors.
  • 8. Communicate Cooperate Collaborate October 7-8, 2015 REPORT REQUIREMENTS (3/4)  The new LC number should leave the |z and volume information from the Dewey numbers in place.  Class scheme will need to change from Dewey to LC.  Create a Dewey number sorted list of all items successfully converted to LC.  Create a Dewey number sorted list of item IDs for label printing.  Create a Dewey number sorted list of errors/problems.
  • 9. Communicate Cooperate Collaborate October 7-8, 2015 REPORT REQUIREMENTS (4/4) Possible errors: • The following were not edited due to multiple 050 or 090 tags. • The following were not edited due to multiple 050 subfield a's. • The following record lacks both an 050 and 090 tag. • The following were not edited because the call numbers in 050 and/or 090 start with Z. LOUIS staff suggested we add a 500 item limit on the report as a fail safe.
  • 10. Communicate Cooperate Collaborate October 7-8, 2015 ACCESS SERVICES  Beginning and End of the Process.  Pull the books for reclass.  Shelve them once reclassed.  Mediate Migration with Users.  Help students navigate between the systems.  Emphasize clear divisions of LC from Dewey.
  • 11. Communicate Cooperate Collaborate October 7-8, 2015 POTENTIAL APPROACHES  Plan #1 – Pull in Dewey order.  Easy on front end for Access Services.  Easy for Tech Services to run.  Difficult on back end for Access Services.  Plan #2 – Pull in LC order.  Impossible for Tech Services.  Impractical for Access Services on front end.  Easy for Access Services on back end.
  • 12. Communicate Cooperate Collaborate October 7-8, 2015 PLAN #3 – THE HYBRID  Pull Dewey based on LCC.  Ranges based on where the space exists for LC.  Easy for Access Services to consistently pull.  Easy for run in Tech Services.  Mostly easy to shelve with minimal outliers and minimal ad hoc shifting. CAVEAT – Front end legwork. Needed to know the LCC for Dewey books.
  • 13. Communicate Cooperate Collaborate October 7-8, 2015 ACCESS SERVICES ACCESS  Manually done.  Tech services.  Exported txt  Sent to me  Translated into workable interface.  Into excel  Into access  Train staff in Access  Each member got ~45000 items  Divided by Dewey Ranges
  • 14. Communicate Cooperate Collaborate October 7-8, 2015 FILLING IN THE LC’S -Workflows -WorldCat
  • 15. Communicate Cooperate Collaborate October 7-8, 2015 PULLING (1/2)  In actuality, ~500 items can be done per day, three days per week. Approximately 6 carts.  Student workers useful in regular semester.  Access Services staff assist Technical Services in summer.  Truncated hours.  Reduced patron volume.
  • 16. Communicate Cooperate Collaborate October 7-8, 2015 PULLING (2/2)  Prior to going to Tech Services, items on cart compared to items in Access list.  Discarded/Missing Books  Misshelved Books  Checked Out Books  Wrong Call Number  Identify oddities – sets, volumes, series – for Cataloging.  Chance to clean up the catalog.
  • 17. Communicate Cooperate Collaborate October 7-8, 2015 TECHNICAL SERVICES PROCESS 1. Get the Dewey range to be processed. 2. Run the report.
  • 18. Communicate Cooperate Collaborate October 7-8, 2015 RUNNING THE REPORT  Enter call number range of books.
  • 19. Communicate Cooperate Collaborate October 7-8, 2015 RUNNING THE REPORT  Limit by Home location.
  • 20. Communicate Cooperate Collaborate October 7-8, 2015 REPORT RESULTS  List MARC Holdings edited.
  • 21. Communicate Cooperate Collaborate October 7-8, 2015 REPORT RESULTS  Total number of items edited followed by a count and list of any errors/problems.
  • 22. Communicate Cooperate Collaborate October 7-8, 2015 REPORT RESULTS  Final Results section list all completed edits.
  • 23. Communicate Cooperate Collaborate October 7-8, 2015 REPORT RESULTS  End of Log contains a comma-delimited list of all item IDs in original Dewey order.
  • 24. Communicate Cooperate Collaborate October 7-8, 2015 CATALOGING PROCESS 3. Pull the cards: Pull out any that show there are copies, and those not in the stacks location. The new LC call number is written on the cards with copies. Also the last four numbers of the barcode are written next to each item.
  • 25. Communicate Cooperate Collaborate October 7-8, 2015 CATALOGING PROCESS 4. Go through the LC call numbers on the report: Look for any call numbers that seem incorrect. Search in OCLC to see if the record has been updated with a correct call number. If no number is found set aside as a problem.
  • 26. Communicate Cooperate Collaborate October 7-8, 2015 CATALOGING PROCESS 5. Pull the problems: Any problem items listed on the report are taken off of the carts and put aside on a “Problem Cart.”
  • 27. Communicate Cooperate Collaborate October 7-8, 2015 CATALOGING PROCESS 6. Run the Print Labels report: Using the comma-delimited item IDs, run the report to print the labels. 7. Go through the labels: Manually change any that need to be edited or copies added.
  • 28. Communicate Cooperate Collaborate October 7-8, 2015 CATALOGING PROCESS 8. Print the labels: Print to the label printer. Glance over to make sure everything printed correctly (not outside of margins, etc...). Keeping the sheets of labels in order, place on corresponding cart, shifting books as necessary.
  • 29. Communicate Cooperate Collaborate October 7-8, 2015 CATALOGING PROCESS 9. Physical processing: Three labels per item. Label protector.
  • 30. Communicate Cooperate Collaborate October 7-8, 2015 SHELVING  Books ordered on carts prior to moving to the stacks.  Projected locations not always correct.  Shifting on the fly.
  • 31. Communicate Cooperate Collaborate October 7-8, 2015 MANAGING THE TRANSITION  Monitoring Student Workers.  Fluctuating call numbers create issues.  Pressuring Librarians to Review Sections for Discards prior to Reclassification.
  • 32. Communicate Cooperate Collaborate October 7-8, 2015 BY THE NUMBERS Manual Process  Done Monday - Friday  43,995 books in 3 Years and 3 months.  Averaging 1,128 books a month.  220,000 book collection would take approx. 16 Years and 3 months. Automated Process  Done 3 days a week  37,413 books in 9 months.  Averaging 4,157 books a month.  220,000 book collection would take approx. 4 Years and 6 months.