ALA SUMMER ANAHEIM

 June 27-July 2, 2008

 

 

 

Redesiged ALA website: http://ww.ala.org/preview

 

Conference Wiki materials: http://presentations.ala.org

 

 -=-=-=-=-=-

 

FRIDAY—June 27

             

9:30-12:30        Crowne Plaza Mazatlan -- Ballroom  B/C

                        Big Heads

 

Prior to the meeting I was talking with Stephen Hearn. He said to get Aleph Authorities to work, you have to work with a table that controls the xyz. You have to tell it most scenarios of subdivisions you might run into. However, it also means you need to index series with $v and also without $v. He also said we should not be calling what we do “normalization” but rather heading comparison, because after that step, we control the heading. PCC recommendations deal with this but Library of Congress doesn’t seem to have implemented it in Voyager. One needs to do something more like OCLC does with subdivisions that may be possible due to authority records, but for which the full heading has no authority record. The validation records are probably the closest to that.

 

RDA update – John Attig

            Moving from development to implementation. The April meeting made some decisions: confirmed structure of RDA, role of the user tasks is of high importance and it controls the manner in which the cataloger approaches cataloging. JSC replaced the word “required” with a concept of core elements. The final list will be made in July of those most important in fulfilling user tasks. Decided to invest in “workflows” – allow user to create a document to guide the cataloger in making cataloging decisions. One is being developed by LC and will be included. Other organizations will be able to create workflows adding their own policies. Full draft will be completed in the early version of online product. A limited public review of the entire RDA will be possible. Proposals for inclusion in MARBI will be discussed with some decisions made later. Questions: outside national library reception? Anglo libraries are cooperating. Review period will be Oct-Dec. with final decisions in early 2009. The 3 national libraries have met to begin planning how to implement RDA and asked several questions: can vendors use it, can libraries better provide access with it in their OPACs, can catalogers easily use it.

 

Non English TF update (multi-lingual acess)

            Guidelines for multiple character sets http://www.loc.gov/catdir/pcc/bibco/coreintro.html#9 and ALCTS report: http://www.ala.org/ala/alcts/newslinks/nonenglish/07marchrpt.pdf

 

            Decided to make a new task for to look at including all scripts and UNICODE in ILSs

LC working group topics – updates: Beacher Wiggins, Bob Wolven, & Chirst Cole

            Reported on LC’s response to the WG report. See Deanna Marcum’s report. http://www.loc.gov/bibliographic-future/news/LCWGResponse-Marcum-Final-061008.pdf  It is just a response, not an action plan. The WG will become a responder to actions items as they are developed. They will approach the plan by working on those items that can be done near term, next fiscal term 2009-2010, then long-term. LC is committed to working on RDA to determine how, to what extent, and when to implement RDA. There was discussion of viewing bib records as evolving, not “done” but there are concerns about dependability of the catalogers making changes and controlling “over-doing” by catalogers when the record is really “good enough” This will have an effect on workflows, and it seems to me there is an issue of getting the improved record into your ILS (OCLC has a fields you can chose – when would you want the updated record?) Where and how does user input (social tagging) enter into the picture?

 

ILS Discovery Interface TF proposal from DLF

There is also an issue of how new interfaces (Primo, Koha) work. DLF report: http://diglib.org/architectures/ilsdi/DLF_ILS_Discovery_1.0.pdf

How data is extracted for something like Primo is in 4 levels: extract data bib, hol, autho, & item even patron; search functions to retrieve the data in the system. Looked at ability to applying various existing standards, e.g. MODS,  METS. There is no standard but we need one for these kinds of functions, whether proprietary or open-source. The DLF report makes some recommendations for a specifications for standard. These can be used now, but needs more work. This is a kind of a mega standard bringing together all the other standards.

 

Discussion of cost and value of vendor records (Casalini survey)

            The task force worked with Casalini as an example of how to work with foreign vendors. They looked at their enhanced records and PCC core levels. Most records didn’t not include many access points and no authority control, but do include some call number. Most libraries reviewing Casalini records responded similary – they wanted checking of authorities but not necessarily creating new ones. Most records have some subject heading though LC Subject Manual would require more. Most records have the basics even though not always in AACR2. Biggest split was on series to do and authorize or not. The level of complexity that we may require, will cost us more, so more discussion on the issue is needed.  The Casalini survey could be sent to other vendors. LC said the cost Casalini charges is too high for LC. Next steps are to figure out a record level and a cost model that works on both sides.

 

Report of RLG partners meeting

            This was a brainstorming session.  One session focused at renovating cataloging and innovating what areas could be collective/collaborative. Discovery tools to leverage access was a big focus – make data more standard even if embryonic. Lorcan Dempsey’s said metadata is more like a river – it keeps changing. Some priorities they identified were to develop methods, systems, and tools for sharing contributions of common metadata amongst libraries, musems, and archives. Create systems and tool to expose semantic relationships, and create tools for automated metadata extraction. Related: http://www.loc.gov/catdir/pcc/archive/pccpart07m.html

 

Reports ALCTS page under discussion groups

 

 

10:30-11:30AM           Anaheim Convention Center (ACC) 203A

                        OCLC Enhance Sharing session

                        URL for report?

 

 

12:30-3:00        Anaheim Convention Center (ACC) --Room 304 A/B

                        NISO/BISG Forum: *“The Changing Standards Landscape:

                        Report?  If not – delete – try LITA blog or ALA wiki

 

            Decided to visit with a librarian from the FLCA consortia. They still have gen-load software and it is updated for ver. 18. We could contact FLCA if interested for ODIN.

 

4:00-6:00PM   Hyatt Regency Orange County -- Pacific Room

                        SAC SWOT Subcommittee - Future of Subject Headings

 

Listserv has been reactivated.

 

Danny put comments from the listserv on the Wiki.

 

The program proposal will be presented at the ALCTS Program Committee meeting Sat.

 

The plan is to have a final report at MW 2009 and program at Annual 2009.

 

Focused of committee work shifted from just LSCH to assessment of controlled vocabulary.

 

Parts of Deanna Marcum’s reponse to the LC Working Group report re-iterated the value of controlled vocabulary, i.e. LCSH but it could perhaps be simplified. We need to realize that new interfaces could make different use of subject headings. Also we need to recognize that computers don’t directly handle subject strings the way the LC Subject Manual intended. Couldn’t subject authorities be encoded with code from LC Subject Manual. 29,000+ subject validation records have been distributed.

 

So now that we have raw material, what do we write in our report? The previous effort on just LCSH is still sitting on the Wiki. The new comments are now on a new Wiki. Now how do we turn weaknesses and threats into strengths or opportunities? The report needs to step forward and make some recommendations, we need to acknowledge the weaknesses, and show where we can see future improvement or changes. We need to recognize we aren’t working in a vacuum, e.g. FRSAR.

 

Maybe we take so many weeks on each piece to express the committee’s ideas. Linda will start. What strengths counter balance which weaknesses. We need to rank which issues (bullet points) we want to talk about and what we should consider as a group and send it to Linda. 1=most important, 2=somewhat important, 3=talk about if we have time. Do strengths within the next 2 weeks. Weaknesses, opportunities, threats.

 

Theme: This committee believes that controlled vocabulary should be continued and supported.

 

Money and ILS vendors showed up as both threats (external forces) and weaknesses (internal design).

 

Subject vocabularies need to be considered as expressed in MARC and as well as other formats.

 

Chair, Linda Gabel - gabell@oclc.org

 

Moderator – Danny Joudrey; Reponders – Tom Yee (LC – check again with Barbara Tillett), John Reese (Backstage), and perhapsBeth Picknally Camden about PennTags.

 

 

7:30-9:00PM   Hilton Anaheim-HIL -- Green Room

                        SAC FAST Subcommittee

Agenda:

1. Introduction of Members and Guests

 

Sign up sheet passed around

2. Ed O'Neill: Update on the FAST developments since Midwinter 2008

See Ed’s report. OCLC has done a lot of updates resulting in adding many new records. Work was done to clean up errors: some that were introduced in the work on FAST, some came from LC, and some conflicts (two headings that differ only in subfield coding and/or delimiters are considered conflicts) FAST does not permit needed to be resolved. OCLC is interested in working with other groups to further enhance FAST and is exploring the possibility of using a Wiki. Major work will be done on the manual before we review it again.


3. Diane Vizine-Goetz: Terminology Service: experimental services for controlled vocabularies http://tspilot.oclc.org/resources/index.html

Machine services for controlled vocabularies for software applications, not for human consumption. Facilitates machine access to controlled vocabularies, e.g. provide sources of terms for social tagging, for refining search queries, to provide context for a search term, to validate names and subjects in metadata, and to facilitate cross database searching. Vocabularies include: fast, gsafd, lcsh, mesh, lctgm, gmgpc. It is using all open standards (ISON, MARC, SRU, SKOS, Zthes) Can search descriptions of controlled vocabularies, can search for concepts in a controlled vocabulary, retrieve concepts in multiple representations including HTML, MARC XML, Zthes and SKOS, search using SRU CQL syntax. Records start out in MARC. Everything is XML-based. A number of indexes are available. If you come to the service with an identifier, you can get it back in a variety of standard display. Because geographics are handled differently in FAST, there are some dead references to LCSH. AAT will be included but probably with restricted access.


4. Future plan

Have to move meeting in 2009 to a different time slot. Friday 1:30-3:00.

 

Discussion ideas: can users find more relevant information using FAST and would it be better in Primo-like applications. Would need to have a library load a file of bibs with FAST added and run it through Primo to see if facets work better.

 

If you extract keywords from LCSH and from FAST you end up with about the same number of responses, but the question is what does a faceted vocabulary look like in a faceted browse.

 

WorldCat Identities use FAST to create tag clouds.

 

Maybe we should look at Endeca, Encore, Primo trying to apply FAST compared to LCSH. The display is what is different. Since the keyword searching is the same, that isn’t what makes it different. FAST is pre-faceted. The post-faceting of LCSH is what we see in Endeca, etc.

Fast advantages:

  • Greater productivity – faster & cheaper
  • Automated authority processing is cleaner
  • Retrieval is better.

Lois has been working on the manual which will help advise catalogers. We should probably be trying to offer training on FAST so it is better understood. Brigham Young (Kayla and Shannon) would be willing (with institutional approval) to do some testing. They would send a chunk of records to OCLC who would add FAST headings and put the file in the FAST database for committee members to search. At the same time in a test database, they would use Primo to search the FAST headings (stripping LSCH) from the same records so we could view that at their library web site.

 

SATURDAY—June 28

 

8:00-12:30      Hilton Anaheim -- Conference Room 3

                        ALCTS Program Committee

 

Midwinter will have fora and Presidential symposium. There are no “programs” at Midwinter. We discussed the problem with a late flurry of submissions. The representatives need to work with their sections to try to get forms filled out and submitted sooner.

 

Name only sponsorship should not be used within ALCTS   . Should we look for a pre-conference on web 2.0 and/or discovery tools. 1:30-3:00 and are the 2 times 3:30-5:30 for afternoon slots. Monday 10:30-12:00 in 2009 is non-conflict time for tracked programs. Pre-conferences don’t get tracked.

 

We discussed program and preconference proposals.

 

Catalog use and usability – CCS

Catalog use and usability studies: what do they show and how should this evidence affect our decision-making?

 

Metadata standards and applications – pre-conf – ALCTS/LC

This is a pre-prepared LC session. If there is a lot of interest, the committee is willing to support a second session. The course is for about 35.

 

Collecting for digital repositories – CMDS-CDER

Collecting for Digital Repositories: New Ways to Disseminate and Share Information

 

Other Scan Plan – CMDS

The other scan plan: the Open Content Alliance and library collections

 

Midwinter Symposium/President program

Breaking down the silos: planning for discovery tools for Library 2.0

 

President’s conference for Chicago

Who owns antiquity? Museums and the Battle over our ancient heritage

 

Cataloging DVDs : Back to the future  -- CCS – Pre-conf was what was approved by CCS

An overview of descriptive cataloging of DVDs

 

Resuscitating the Catalog – Education Committee

Resuscitating the Catalog: Next-Generation Strategies for Opening the Library Catalog to External Data

 

Swingin with the Pendulum – Continuing Resources

Swingin' with the Pendulum: Facing Cancellations in the Age of Ejournal Packages

 

ACQ or CAT program?

Vendor records - When good enough is not good enough

River not a lake

Acquisitions management

Shelby will try findsomeone who might be willing to do a program like this – talk with Tim

 

Future of Subject Headings – CCS

Future of Subject Headings  - The SWOT Approach

 

Sudden selectors – they are working on a series of publications - CMDS

 

Power of XML to enhance workflow and discovery

AS Technology Committee

 

Rethinking of staff resources in the e-serials environment  - Continuing Resources Section Education committee


Collection Development Pre-Conf – CMDS

Changed to a program

Collection development 2.0: the changing administration of collection development

 

E-books: you bought them, was it worth it? - AS Research & Statistics Committee

 

Look before you leap: taking RDA for a test-drive -- CCS

NOTES FROM CCDA MEETING

The RDA Forum – people were expecting something different than what they got. They were expecting what tasks they should be undertaking to prepare for RDA and they just got talks they have heard before. Had been hoping for more nuts and bolts, more on training, what to do at your institution to get ready

 

Recruitment for non-English language specialists in Technical Services - ALCTS Task Force on Non-English Access

 

Preparation for scanning - PARS

Program how to stabilize fragile material before digitizing

 

From Serials to continuing resources

AS (continuing resources)

 

Preservation without a preservation librarian --  PARS

Pre-conference

 

From the Green Fields of Verde and into the Millenium: the promise and disappointment of electronic  resource management systems - AS (continuing resources)

 

Mary Case – in-coming president ALCTS attended

 

1:30-5:30        Crowne Plaza Mazatlan -- Ballroom B/C

                        ALCTS CCS CC:DA

Chair’s report

The Chair report covered work done since midwinter. Mostly worked on section 2-4, and 9 after Midwinter.    

John Myers will be incoming chair

 

Report of the ALA Representative to the Joint Steering Committee:  John Attig

JSC decided the document re: music needed discussion by experts which was held. Work is still being done, but it is nearly finished. There were questions about AV as well and CCDA responded quickly. First decisions JSC made, then what is coming up is what John addressed.

JSC is trying to review as many concerns as possible and make decisions.

Required elements: decided to list “core” elements that are most significant in supporting the most significant FRBR user tasks. There will be a description below each data element. They added statement of responsibility to the core list, but did not add place of publication to the list.

A document that includes only core elements could be machine generated and considered a “concise” document but wouldn’t be a “real” concise, which would have to be separately written. Work elements and expression elements will be listed separately. The beginning chapters follow a cataloger’s workflow. RDA is something more like a data dictionary rather than a book of rules. JSC rejected CCDA’s notion that some attributes. Preferred title and preferred name concept is confirmed. Required elements are those necessary to distinguish one work from another. Access points: first attributes of the access point are given, followed by instructions. Punctuation internal to an access point must be described in the instructions, not in the appendix.

            The element set is now a stable specification. Now work is being done on those items that need to be defined with a controlled vocabulary. Definition of creator is one place and the rules for construction are in another. The concept of emanating body will be added to creator. Instructions still need to written when variations of the creator vary in different manifestations of the work. Aggregate works can be done as an aggregate or separately but noting that it is a part. They simplified the date of work instructions. No brackets will be used in scale statements. Nature and coverage of content will not be controlled terms. Place and date will be able to be described in relation to the work. Medium of performance for an expression (arrangements) will not have a controlled vocabulary. Illustrations – added graphs. Captioning and audio descriptions – now called interpretative content and accessibility content. The list of additions to differentiate personal names has birth and death dates, with period activity separate. Gender – can add another term if male and female do not apply. Abbreviations for A.D and B.C. – they will stay. There will not be footnotes; such text will be further instruction. Chapter 16 will not be expanded at this time. Appendix on designation of relationships – need to differentiate the roles in work creation and in expressions – performers end up in expressions. Series relation is a whole-part relation. Once you add the vol. number it is a part-part relationship so they added an element for numbering of part and a linking to the element for the series. They decided to separate production statement for unpublished materials from a statement for manufacturer. The alternative title will be handled as part of the title proper and access can be provided for the alternative title and it will not be part of the preferred title chosen for access points. There is no controlled vocabulary for color therefore we say what want and it will not be consistent (color, colour) Can record multiple types of media when they exist in the item being cataloged. None of the lists are technically closed so if you have a new format to describe, you can use it. Separate sub-elements are used for specific types of audio and video characteristics.

JSC decided on type of recording vs. medium of recording. Aspect ratio will be added as attribute of the expression, e.g. full-screen. Presentation format for projected media otherwise continue. Agreement was reached on cadenzas (needs to be named with the person who wrote it, not just the work it’s from), closed scores, and librettos as well as distinctive vs. non-distinctive title (currently including type of composition). Selections have been reinstated. Affect on access point for changes over time – LC addressed (check JSC)

Appendices need to be reconciled. One workflow will be included which guides the cataloger step by step with links to appropriate instructions. Other workflows can be created to include local policies.

 

These decisions will be included in the product, not on the web page any more. They will be in the full draft we see in Oct.

 

JSC accepted the list of specialist cataloging manuals CCDA prepared. Given as an example of an ancillary document.

 

Future work for RDA

The time schedule has shifted, due to problems in the authoring system and inability to draft all the text. Full draft will be available for review in the RDA product. COP is supportive of this idea. Constituency testing of the product could also be part of the content review. Finalization of the online draft will then be combined with the review of the draft to Oct-Jan. The product should be available at the end of April. JSC will make on a call for only limited comments on the draft – primarily on how it looks together and material never seen before. Once RDA is released, problems already identified or new ones will have to be submitted by constituencies.

 

Work on the DCMI/RDA application profile is separate from RDA work.

 

Report from the Library of Congress Representative: Tillett
See handout.
See http://www.loc.gov/ala/an-2008-update.html  Deanna Marcum’s reponse is at http://www.loc.gov/bibliographic-future   Also check LC’s webcast site. For a report on pre- and post-coordination of LCSH see: http://www.loc.gov/catdir/cpso/pre_vs_post.htm.

 

Report of the ALA representative to NISO: Hepfer

One of the standards related to cataloging, guidelines on a metadata crosswalk was voted on favorably.

ISO NWI, Document management -- Guidelines for the creation of a metadata crosswalk

<http://www.niso.org/pdfs/NWI_PDTR_Ballot_Guide_metadata_cross.pdf>

 

ALCTS Task Group on the LC Working Group Report: Miller

ALCTS wanted to know aspects of the report they should be addressing. There is a report, ALCTS recommendations for action – related to WG report and response – on the ALCTS web page. Kate Harcourt is chairing. They are looking at those items with a view as to how they might be implemented.

 

Report of the Task Force to Review the Statement of International Cataloguing Principles: Allgood

The Task Force that did the review was in favor but had some comments. General concerns:

Term “bibliographic record” is still too print-based. “resource description” might be better. CCDA suggested “name of work” rather than title or preferred title or whatever got used inconsistently. The glossary tries to define Uniform title but is still inconsistently used. Subject cataloging in the document is incomplete but apparently they are waiting for more about FRASAR, etc. CCDA agreed with the TF about genre headings. The document refers to “records” but the FRBR and FRAD conceptual models are moving catalogs in the direction of entity-relationship databases that no longer distinguish between today’s separate bibliographic and authority files. Within such an Entity-Relationship database, as one Task Force member wrote, “there would be ENTITY records for any of the FRBR entities that would be linked by relationship links. Perhaps CCDA should suggest “entity description” rather than “record”, or similar term. Also 4.1 and 4.2 should be replaced with “Each entity should be described.”

 

Report from ALA Publishing Services: Chatham

ALA publishing needs more time for functional specifications for the first phase. The cost of having to go back to fix would be higher than the cost of delaying publication. It is designed for online because RDA is an entity-relationship model so it would work best in a relational database. Print has been requested but it won’t be done until after the online is done. It will be large and if they don’t print as many because it is online, it will be very expensive. ALA needs to do some market research. ALA needs to seriously negotiate with LC for putting it in Desktop. Because RDA is so complex and most of the other resources are contained there and it takes a deep intellectual effort to catalog using all these tools, RDA should be in Desktop.

 

Report from the Chair of the RDA Implementation Task Force: Miksa

The RDA Forum – people were expecting something different than what they got. They were expecting what tasks they should be undertaking to prepare for RDA and they just got talks they have heard before. Had been hoping for more nuts and bolts, more on training, what to do at your institution to get ready, In addition to RDA we need to know where to “park” the data, e.g. in MARC21 or somewhere else. The DCMI effort could be a non-MARC place, but they need someone to help build tools for that. They hope to have someone in place by fall. Release date for RDA of early 2009 is now unlikely – maybe around the time of ALA next year.

 

Report from the MARBI Representative: Allgood

Most significant: Series – approved as written. Make 440 obsolete. Redefine 1st indicator 1 series traced in 8xx field. So you would transcribe with 490 0. There will be some changes in 8XX that won’t probably take place differently than the normal time-line which is 90 days after MARC approval of MARBI proposals.

 

Task Force on CC:DA’s Internal and External Communication

Patty has been working with ALA and existing web page to begin to develop a new ALCTS CCDA web site. PSU will continue to hold historical documents until fully migrated and tested.

External communications list – who should be on it?

 

Report of the CC:DA webmaster: Hatch

Continuing to update at PSU. She has been trained on collage (ALA’s software) where docs are in cfm (cold fusion – xml) There is no batch way to change doc or html or pdf to this format.

 

Report from the Chair on CCS Executive Committee meetings and New Business

CCS Exec has asked for a review of RDA when it is available.

New business – Continuing Resources asked CCDA to co-sponsor a program regarding Open Access for serials cataloging. The committee decided not to put in a request for this program. The two update forums they work on will be enough. We need to communicate with COP to have them come to us to talk. There is ALA business vs. ALA social (educational) organization tension here hindering some progress. Deanna Marcum at ALCTS Board said bibliographic information is core of what libraries do.

 

4:00-5:30PM      Anaheim Convention Center (ACC)  204B

                        Getting Ready for RDA and FRBR: what you need to know – conflict

            See: http://presentations.ala.org/index.php?title=Image:RDA_Implementation_Task_Force_ALA_2008_slides.ppt

http://presentations.ala.org/index.php?title=Image:Getting_ready_for_RDA_FRBR_influences_2008rev_color.pdf

http://presentations.ala.org/index.php?title=Image:Frad_ala_200806_color.pdf

 

SUNDAY—June 29

 

7:00-9:00 AM  Hyatt Regency Orange County -- Grand Ballroom

                        OCLC Breakfast - Cataloging

 

Skipped because logistics would not allow me the opportunity to see part of the next program.

 

8:00-12:00AM Anaheim Convention Center (ACC) -- Room 204 B

                        Creating the future of the catalog and cataloging

                        Could only attend 1 hour. The focus was on the “creating” of the future.

Roy Tennant.

Added value goes into our own local systems and is trapped there. We have the opportunity to enhance in OCLC instead. Benefits of concentration: search results ranking, holdings data, usage date (e.g. display, circ). Recommendations of related books; user contributed content can be shared (tag mash – Tim Spalding of LibraryThing); WorldCat identities; check SteveMuseum.com.  As a user, the more data you have the more inferences you can make. Benefits of diffusion: library holdings can be syndicated where people are found (Google), small libraries can play in big spaces, more paths to your libraries the better, can add library to your library page; diffusion is disclosure of links to data services where people live.

 

Jennifer Bowen

She has a new article on the eXtensible Catalog in ITAL.

See: http://www.eXtensibleCatalog.info  Slides for this program are there

They are developing open-source tools to facilitate resource discovery and metadata management. It will be released in July 2009. Goals: empower libraries to customize / develop discovery solutions, integrate library content in various web environments – get metadata out on the Web, enable sharing of metadata and software, expand the role of libraries.  She is working with Diane Hillman and Jon Phipps. XC will be compatible with your local ILS using OAI-PMH – it is not an ILS. It will have out-of-the box functionality, the point of it is to offer a bunch of tools and tool sets for customization and metadata enrichment. It gives an infrastructure for moving beyond MARC. Customization: lower the bar for local development, works along with network level applications, focus attention on local users, encourages user research. New roles for catalogers: design local applications, engage in user research. Challenges for catalogers: keep an open mind, present (vb.) options, think broadly – users need it, how can we do it? Integrating library content into the web environment; bring metadata to users: New measures of success for metadata standard, compatibility with web standards, existing data may not even be usable; challenges for catalogers: perceived loss of control, rethink standards development, make legacy data as available as possible.

 

Martha Yee

See bottom of page: http://myee.bol.ucla.edu

 

 

9:00-10:00AM Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA Council /Exec Board/Membership Information Session 

 

10:00-10:30AM           Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA-APA Council Information meeting  (discussion)

 

10:45-12:15    Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA Council I

ALA Council / Executive Board / Membership information session

 

Budget Analysis and Review Committee (BARC) – CD33.1

  • YALSA is going to be able to set up their own endowment and become self-supporting. ALA is still supporting ASCLA and ALTA. ALTA is partnering with FOLUSA and will become ALTAFF.
  • ALA revenue target is within 1% of its target.
  • Guide to reference sources (a publishing income source) will not be out until 2009
  • The Midwinter conference in Philadelphia netted $400,000
  • We will be talking about reducing expenditures after this conference.
  • Looked at the BASH – there had been a budget of $40,000 for a reception and it has been rolled into the BASH.
  • Question about Midwinter – it does not occur as a revenue source, but as a part of education, meeting, networking. However we do need to extend the reach of conference events with new technologies. As long as attendance continues (has actually been increasing), it will continue.

 

ALA Endowment Trustees Report CD16.1

            Trustees are to ensure stability of investments and provide good returns. Recently they have invested in new types of investments which are part of the endowment. The portfolio has been only down 9.4% at $30,554,415 and managed to stay away from some of the devastating losses of the last year. Heitman and Black Rock have been good. Merrill Lynch prepared a strategic study for forward-looking capital market assumptions to enhance the probability of achieving good returns.

 

 

Library Education Task Force CD46 and CD46.1

            The Task Force determined core competencies – knowledge that every graduate of an ALA accredited Library Instruction Program should know. Additional competencies are certainly expected as appropriate. It is not intended to dictate how LIS programs should accomplish it. In October, the Executive Board will look at results of comments and will report at Denver. They have received some comments and have addressed those issues. One was regarding differently-abled and assistive technology issues. Another issue was that it appear adult-focused so wording was changed to target services to everybody. “Competences” is the correct word, not competencies.

 

ALA President’s report CD21.1

 

ALA President-elect’s report CD29.1

Follow-up on data on who volunteered to serve on committees was expected at this meeting. Is the data in the report what we wanted?

 

ALA-APA Information Session

 

President’s report to ALA APACD  9.1

Workplace wellness is moving to APA – http://www.ala-apa.org/wellness

Certification via APA has 9 graduates and over 50 students.

 

President-elect’s report APACD 9.1

 

Treasurer’s report APACD 4.2

(will also be discussed in Council II)

Revenue sources are softer and targets aren’t being met this year. They will be off about $11,00 out of a $300,000 budget.

 

Council I

 

Minutes CD 2.1

 

Reports of ALA Council Committees:

 

Nominations for the 2008-2009 Council Committee on Committees election

Committee on Committees CD 12

 

Nomination for the 2008-2009 Planning and Budget Assembly Election

Committee on Committees CD12.1

 

Council Resolutions Committee Report CD 6.2 – CD 6.3

Revised document distributed to revise the method of handling resolutions and getting that into the handbook. Significant changes: many resolutions come from newcomers so it needs to be clearer. Steps were more clearly delineated. Resolves are much shortened and numbered. There will be a form that will be part of the guidelines. (7.4.10 will address membership at Denver which includes the reading of memorials so removing it from the new document doesn’t matter) The form will not be in the policy manual but will be part of the handout for submitters. The Committee will consider an electronic form.

 

Reports of Officers:

 

ALA Executive Director’s report  - Keith Michael Fiels CD23.1

Guide to Reference will be an online product.

There is a Conference Wiki where presenters can submit materials, videos, reports

Preview of the new ALA website is available. http://www.ala.org/preview

They are working on ALA-Connect using open-source software

A Google search appliance will be used on the web site.

 

 

Review of Board Actions CD 15.3

The Board has approved additional socially responsible companies. The Board approved an additional ALA staff position. Accessibility to services will be continually reviewed.

 

 

Implementation of the 2008 MW Council actions CD 9.1

 

Treasurer’s report CD 13.3

ALA must continually develop new sources of revenue. 2009 is the last year of the dues increase. ALA needs $600,000 to $750,000 in new revenue each year to just stay even. Much comes from conferences and dues; publishing generates revenue but not a lot. The economic slowdown may affect state budgets hence travel to ALA, purchases of ALA products plus rates of return on investments will likely be lower. There is a graying of the profession and a challenge of retention and growth. There are 5 pillars to the financial plan [see report]

 

ALA-APA meeting

 

Passed the living wage APACD 11 (distributed as 8.2)

Financial: revenue projections $250,000 and expense projections $215,313

Certification program: 2007 conference had 76 candidates, this year 106.

 

ALA Membership meeting

 

Memorials read

Tributes read

 

Task Force on Electronic Member Participation:

  • Desire to increase opportunities
  • Desire to increase ability to derive member benefits
  • Desire to enable participation for those for whom travel is difficult

 

Three basic purposes:

  • Participation in non-governance activities
  • Participation in governance activies
  • Participation in “communities of interest”

 

Range of participation – virtual to actual online voting

The greatest impediment is to participation in governance. Rules are an impediment as is the income ALA depends upon from conference registration. It is therefore likely a fee would have to be paid to virtually attend.

Steven Bell spoke about the many online tools (e.g. illuminate and adobe connect) he has used for online meetings and presentations. Stevenbell.info

ACRL has a completely virtual meeting. It uses by-invitation only email.

Audience: worry over software controlling the form of discussion; some people are electronically challenged; threat from vendors to not come if we go too virtual or too green.; ALA already uses www.opal.org; one idea is that virtual meetings might allow more time to attend programs or exhibits.

 

ALA COUNCIL II

 

Policy monitoring CD 17.1

 

E-member participation 35.1

 

Corporate membership 10

Voted to support the change. ALA Council approves the proposal to restructure corporate membership by establishing two levels of corporate membership dues, $500 and $2,000, to take effect on September 1, 2008

 

Treasurer 13.3

Budgetary ceiling $67,984.278.

 

Freedom to Read report 22.1

 

Resolutions:

CD#53

Resolution on improving the Federal Depository Library Program and Public Access to Government Information.

Substitute with 53 rev and refer to COL for further study

 

CD#55

Resolution adopting the definitions of digital preservation and the revised preservation policy

Resolved that the American Library Association adopt the definitions of digital preservation and the revised Preservation Policy for use on the web, verbally, in written policy statements, and other documents.

 

CD#56

Library of Congress support

Resolved, that the American Library Association (ALA), through its Washington Office, advocate and petition for increased federal funding  to support the work of bibliographic control at the Library Congress by filling and expanding the number of bibliographic access positions, and be it further

Resolved, that the Library of Congress devote more resources to the training of professional bibliographic access librarians employed at the Library of Congress and by America’s libraries, and be it further

Resolved, that the American Library Association through its ALA Washington Office communicate this message in discussions with members of Congress and others.

Moved to committee on legislation – why? Because the wash ala office pursues issues on funding

 

Resolution supporting the employment non-discrimination act (EDNA) passed.

 

Resolution opposing sweatshop labor used for any products ALA purchases.

The ALA and its divisions, round tables, and other various units should purchase all products for distribution to membership from sweatshop free producers; and this resolution and information about how to comply with it be communicated to all ALA division, round tables, all other units, and all staff

 

COUNCIL III

 

Votes:

Council Committee on Committees

            Gladys Smiley Bell, Thomas L.  Wilding, Pamela J. Hickson-Stevenson, Frances R. Roscello.

Planning and Budget Assembly

            At-large: Barbara R.  Miller, Charles Leslie Pace, Elaine M. Harger

            Chapter: Cynthia Czesak, Karen Gonzales, Pamela K. Klipsch

 

Constitution and By-laws 25.1                                                                                   

Resolved that the ALA accept the Association for Rural and Small Libraries (ARSL) [libraries population serving less than 25,000] as an affiliate under article X of the ALA Constitution

Resolved, that the ALA accept the Association of Bookmobile and Outreach Services (ABOS) as an affiliate under article X of the ALA Constitution

 

Intellectual Freedom 19.7

A number of updated interpretations to the Library Bill of Rights:

  • Access to Library Resources and Services Regardless of Gender Identity or Sexual Orientation
  • Access to Resources and Services in the School Library Media Program
  • Diversity in Collection Development
  • Evaluating Library Collections
  • Expurgation of Library Materials

 

 

International Relations 18.3

Revised wording related to the confiscation of Iraqi documents now held by the Hoover Institution, requesting they be returned to Iraq.

 

Committee on Organization 27.1

[just a report]

 

Committee on Legislation 20.10

Resolution in support of the National Agricultural Library (NAL). It is requesting support funding for NAL (including the 5 national libraries: National Library of Education, Dept. of Transportation Library, Library of Congress, National Agricultural Library, National Library of Medicine)

 

Resolution on the E-Government Reauthorization Act of 2007

It is [among other things] requesting Director of OMB provide guidance and best practices to ensure availability of public on-line federal government information services, requesting authorization of funding to support the role of libraries in the delivery of e-government services

 

Resolution in support of preservation and access to the audio heritage of the United States.

Resolved that the ALA urges members of the U.S. Congress to charge the U.S. Copyright Office to conduct a study on the desirability of bringing sound records before Feb. 15, 1972 under federal jurisdiction.

The idea is to determine if sound recordings before that date, can be free of copyright restrictions due to the “fragile” nature of the storage medium and possible loss of information.

 

Resolution – Definitions of Digital Preservation CD#55

Resolved that ALA adopt the definitions of digital preservation and the revised Preservation Policy for use on the web, verbally, in written policy statements and other documents

[Terminology is attached to the resolution]

 

Resolution – Expanding Council Transparency CD#59

Resolved, that Council instructs the ALA Exec Director to:

  1. explore methods of making Council proceedings transparent to the ALA membership
  2. report back to ALA Council at Midwinter, 2009
  3. request member input, to gauge interest and to help guide future efforts in making  the business of the Association more visible to the membership

Current technology for in-house meeting is $25,000/day

 

Annoucements

 

Attendance: Registrants 15,436 exhibiters 5627 = 21,063 (last year 26800 and 16000 in New Orleans) reported at Council II. At Council III, attendance was 22,047. 

 

11:30-1:00 PM OCLC luncheon

 

Missed due to logistics

See: http://www.oclc.org/productworks/nextgencataloging.htm

 

 

1:30-4:30PM   Disneyland Hotel -- South Exhibit Hall

                        MARBI - RDA MARC Working Group proposals

 

http://www.loc.gov/marc/marbi/an2008_age.html

440 – now obsolete 490 0 and 1 remain similar to CONSER definition

Sunday

Proposal 2008-05/1 – is a statement of principles

            John Attig: 2.1 numbered list – resource description records need to be complete – Sally said this refers only to communications capability

            Granularity and forward-mapping to something - is it a  valid reason to specify content? Again Sally said no

 

Proposal 2008-05/2 – tag 011

http://www.loc.gov/marc/marbi/2008/2008-05-2.html

Is this something that is local or in a “master” record in a database? This proposal stems from the effort to deal with entity 1 and where it is “authorized”. This field would identify whether the record is a work record or an expression record or manifestation record. It could be in the bib or the autho record. It is proposed for those that might find it useful to identify something about the records, but there is no actual implementation expected at this time. This is not an RDA issue. The Germans put series authority info bib records. How would this field be maintained? Germans find trouble with the language of the text in the field and would prefer some coded solution. IFLA is doing work that might address that. Should there be a linking technique between the levels? Diane is concerned that it has too much overhead to warrant work in the MARC environment which has more past than future. John Attig thinks this would be most useful in the authority record to determine if it is for a work or expression, but this could be deduced from other elements. Moved to wait and see.

 

Proposal 2008-05/3 Content type, Carrier type, Media type

http://www.loc.gov/marc/marbi/2008/2008-05-3.html

To establish data elements for these rather than using 245 $h. Could we add $3? We might want to site ONIX as a source. Shouldn’t we really point to a URI where a coded list lives? There are plans to register these as a vocabulary that could be translated. JSC has established a domain for listing these vocabularies so the URI solutions will be available soon. The question is do we use a term for now and plan the URI or wait? The language barrier of terms could be solved with using $2 and keeping the term in an authorized list per language, or add a $u. Sally would prefer to not use $u at this time. To do these solutions, then option 3 seems most appropriate. If media and carrier are related, should the relation be maintained in the instance (record) or in a URI list (this term is used with that term)? Moved to wait and see and do further exploration of these options. How do you tie things together if multiple occurrences of the fields would apply and which go together and do we use $8?

 

Discussion paper 2008-05/3 Treatment of controlled lists of values and RDA content type

http://www.loc.gov/marc/marbi/2008-2008-dp05-3.html

In MARC tactile-ness is usually coded in 007.  This again addressed content, carrier and media type as well as physical description. There is good correspondence between lists of codes values in MARC and the lists of terms in RDA. The DP is a good list of matches. There wasn’t a lot of comment about any of the particular proposals. John reminded us that RDA doesn’t require any of the listed items be coded but if you needed codes for retrieval, you might want to use them.

 

Discussion paper 2008-05/1 Using RDA relators between resources in MARC records

http://www.loc.gov/marc/marbi/2008/2008-dp05-1.html

In RDA these are relationship designators. The paper only addresses certain relationships. It might be a good idea to add terms not currently on the MARC list. If one were to use a relator code in the authority file in a name/title, that would need to be addressed; other wise there is no proposed change. When communities are not in agreement about the boundaries between work, expression, manifestation and the rule that there is only one type of relationship, then therefore there is only one role that can be listed in a vocabulary. Hence LC needs to remain neutral what their use is, the list becomes generally usable but might not be clear to the novice user. However, the role is to the particular instance (work, etc.) not an overall statement.

 

Discussion paper 2008-05/2 New data elements in the authority format

http://www.loc.gov/marc/marbi/2008/2008-dp05-2.html

References: persons, families, corporate bodies

The paper summarizes new data elements in MARC 21 authority that would be needed to support RDA detail with respect to dates, places and several other elements associated with the entity for which the record was made. Suggested 046 for date. These would be attributes of a person or corporate body, not a work (i.e. title) Proposed 621 for place, 622 for address (could be 270), 041 or 628 for language, 623-625 for types of activities. Probably will add $8 to most fields. Currently for a 111 conference, $c is a place but in RDA it is an attribute. In RDA you are sometimes instructed to use the attributes in constructing the access point, but you may be choosing to record the data otherwise. There is probably no limit to how many of an attribute you use. Gender $a gender $b date associated with and RDA decided it would use male or female or anything you decided to record – even though there is an ISO standard for gender which includes “other”. Family names 627 would include type of family, name of prominent member, hereditary title; “family” will most often be used to just say the name is a family, but there are several specific ones that can be used as well, clan, dynasty, tribe, etc. In RDA family is intended to be used as a creator of a work, i.e. family papers but they know everyone will use it more broadly.

 

Proposal 2008-05-4 Enhancing field 502 dissertation note

http://www.loc.gov/marc/marbi/2008/2008-05-4.html

Similar to 505 with $b degree type, $c name of granting institution, $d year degree granted, $o dissertation identifier, $g miscellaneous info – removed indicators. Passed.

 

Discussion paper 2008-05-4 Items not requiring format changes for MARC21

http://www.loc.gov/marc/marbi/2008/2008-dp05-4.html

It is more that these are not ready for decisions or either by MARC office or RDA or not enough time yet to address. They seem to be leaving these undone. Copyright date should be separately coded and they are not, number of serials – they decided it was okay in HOL but that isn’t the universal start statement expected on a BIB.

 

 

7:00-10:00PM Jazz Kithcen -- Flambeau Room

                        Ex Libris Reception

 

Good conversations with a lot of people.

 

MONDAY—June 30

 

8:00-12:30      Crowne Plaza Mazatlan -- Ballroom B/C

                        ALCTS CCS CC:DA -- Liaison   see Saturday notes

 

10:15-11:15AM           Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA-APA Council  -- See Sunday Notes

 

Missed due to obligation to stay at CC:DA for ALCTS Program

 

11:30-1:00      Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA Membership Meeting II  -- See Sunday Notes

 

 1:30-3:30 PM    Anaheim Convention Center (ACC) -- Room 304 A/B

                        Continuing Resources Cataloging Committee Annual Update Forum

 

CONSER

Training materials (SSCTP) are being revised and made able to be used online for serials and holdings. Using Live Online.

Met to discuss the CONSER standard record and made only minor changes. Revisions will be on the CONSER website.

ISSN will be able to controlled automatically at the NSDP in their database.

ISSN-L one of the media specific ISSNs assigned to the title, will become the ISSN-L. It is likely to be used in link resolvers. 022 $l will designate it; $m is for cancelled issn-l. There will be an FAQ to give to vendors to share with customers; these will also be on the NSDP web site. Vinod (vtls) announced all ISSN-Ls have been identified. The file with the issn-l and all the media specific ISSNs will be tab-delimited. OCLC will use it to populate records in Worldcat (no date set)  The correspondence table will be free of charge and any one can get hold of it. It would great if a search option to search were available for free at the ISSN site – they agreed.

Kevin Randall – CCDA. Punctuation between elements handled elsewhere; only those within an element will be explained. MARBI 8XX $3 and $x now valid.

 

On the record [see handout] Detailed recommendations:

Tightly controlled consistency we are used to is unlikely to be maintained in the future. We will have to get used to using records that don’t exactly meet our usual standards. Continual updating of records is fairly normalin serial  bibs, but it is a concept  to spread to other formats. Encourage digitization to allow broad access (and put bib in OCLC) We need a carrier compatible with today’s technology in both machine-readable and machine-actionable formats. We don’t have anyone internationally overseeing our standards process. Incorporate testing and implementation plans as integral parts of the development process.  At the time of the response, FRBR’s model value is not proven and RDA looked too hard to implement, although LC has decided to study RDA and decide how to implement.

Future: link to external sources (book jackets), evolve and transform LCSH (pursue de-coupling of subject strings, encourage application of cross-referencing with other controlled subject vocabularies, recognize the potential of computational indexing of the practice of subject headings – system suggest possible subjects) We need to do evidence-based librarianship.

http://www.loc.gov/bibliographic-future/

 

FRBR for serials

[SEE HANDOUT]

The researcher is the user of the consequence. The researcher is looking for content not packaging.

Goals: maximize access to content, facilitate navigation, expose relationships, be efficient.

Serial work: the historical run a serial through its various major changes. Could a historical record display (showing title changes) and only hyperlink the titles you to your OPAC. The handout is his proposal, not necessarily based on any standard or existing guideline, e.g. repeating 022s

 

TUESDAY—July 1

 

8:00-12:30      Anaheim Hilton-- Conference Room 1

                        ALCTS Program Committee -- See Saturday Notes

 

8:30-11:00      MAR -- Room 312

                        CCS Executive committee -- program report – send by email after ALA

 

9:15-12:45      Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA Council II -- Late -- See Sunday Notes

                        Ballotting will take place at this meeting - vote at projection table

 

1:30-3:30 PM  Hilton Anaheim --  California Pavilion A

                        Chapter Councilors Forum

 

Discussed International Council of Library Administrators and Executive Directors (ICLAE) – would include Kathy Langemo for NDLA. They are upset that they weren’t contacted by PLA regarding LSTA funds that they were planning to use for advocacy training. ICLAE is supposed to work with CRC Washington Office. State Libraries are supposed to have a 5-year plan for LSTA funds. PLA got $7,000,000 to do training without consulting the states. CRC is an ALA Group not a Council arm.

 

Denver arrangements is planning a get-together in the Denver Public Library at Midwinter. It will $25 per person and additional fund-raising for scholarships. We should bring a book or other item representing our state. It will be 6:00-7:30PM Tues. It is for us, CRC and ALA Executive Board. Bring food representational of the state (optional)

 

If our state association gets involved in capwiz, it makes a difference if we are 5013c or 5016c (needed for lobbying)

 

4:30-6:00 PM  Hilton -- Malibu Room

                        Council Forum

 

Discussed a number of resolutions to come up at Council III

 

WEDNESDAY—July 2

 

8:00-12:30PM Anaheim Convention Center (ACC) -- Ballroom B/C

                        ALA Council III  -- See Sunday Notes