June 28, 2004 - Orlando Florida
Participants: Ted Fons, Jian Wang, Amira Aaron, John Levy, Linda Miller
Guests: Diane Hillmann (Cornell), Debra Bendig (OCLC)
Absent: Ed Glazier, Cathy Kellum, Les Hawkins, Bob Allen
1.0 OCLC Implementation of MFHD (Deborah Bendig)
In Mid-April, FirstSearch was migrated to the new OCLC platform. With the implementation of the MFHD, it might be possible to support a database of publication history as envisaged by the CONSER Task Force. The schedule calls for the implementation of software to support the MFHD by the end of June, 2005. The impact of FRBR on such implementations was discussed. Also, the legacy of the LDRs and Union Listing functionality are key factors that include the need to identify and load retrospective holdings.
2.0 Limitations of holdings descriptions of e-serials
Ted Fons pointed out the limitations on conveying holdings data that seem to be built into the current PAMs (e.g. Serials Solutions, TDNet). Companies marketing link resolvers are running into problems due to incomplete issue descriptive information (a.k.a. enumeration and chronology of the issue). Researchers require full holdings citations and are frustrated by the limitations of chronology only coverage being conveyed currently in the e-journal distribution environment. Serial subscription agents like Ebsco have tried to confine holdings descriptions to date ranges, ignoring enumeration. A more robust structure in conformity to the MARC21 holdings format must be recognized in the electronic serial community and its related standards. Even ONIX for Serials, in its current manifestation, fails to separately recognize serial captions from enumerative values. It is designed to express holdings within a very limited range of enumeration possibilities that does not adequately recognize the scope of a true research collection. The group wants to know OCLC’s position on importing serial runs into the union listing function that they envision.
3.0 Midwinter Meeting in Boston
A broader based discussion of the need for full support of holdings conveyed in compliance with the MARC21 Holdings Format should be held at Midwinter with ILS, PAMs, and subscription agents involved in supporting and describing serials holdings/coverage information. Beyond the current membership, efforts should be made to contact TDNet (Michael Markwith), Serials Solutions (Peter McCracken), Ebsco (Dan Tonkery/Oliver Pesch ). Elements of appropriate display for universal holdings should be discussed as well as import/export considerations. Vendors such as Endeavor (Sarah Randall), Swets (Bill Hoffman/Jeff Aipperspach), SIRSI (Mark Needleman), ExLibris (Michael Kaplan/Jenny Walker) and VTLS (John Espley/Carl Grant) should be included. The limitations of the ONIX for Serials model for serials holdings (circa June, 2004 documentation) were discussed. Accordingly, someone from the Joint Working Party (JWP) such as Priscilla Caplan (FCLA) should also be invited to attend. A large publisher (or two) such as Elsevier, Wiley, or Springer should be invited. LC’s Catalog Distribution Service (CDS) may also have a role to play. With the target of a Boston meeting in view, several felt that it was time to initiate another vendor survey to determine the degree of compliance with the MARC21 Holdings Format among ILS vendors. This survey could also address concerns about the way holdings coverage data is currently conveyed by PAMs and subscription agents. The desirability of ILS software to import and export inkprint and e-holdings in conformity to the MARC21 Holdings format needs to be emphasized in a larger forum. Debra Bendig will check to confirm that the OCLC Suite at Midwinter can provide the group with a meeting location. Both Monday afternoon and Friday afternoon were suggested as potential time slots for the meeting with Friday preferred.
4.0 Outstanding questions
Where is the data of records to be found that documents the publication history of a serial? What are the relevant distribution mechanisms? Is there an adequate XML crosswalk for all of the relevant information? What mechanisms do organizations in the distribution chain already have in place? What is missing? Do we need a different kind of distribution model to serve our needs in the event of a hosted universal holdings database?