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PCC ANNUAL REPORTFiscal Year 2002During FY02, the Program for Cooperative Cataloging celebrated the milestone of its 10th anniversary. At the Program Participants' Meeting at ALA in June of 2002, chair Larry Alford (University of North Carolina at Chapel Hill) presented an overview of the Program's growth and development. Some of the accomplishments of the PCC cited at the meeting were statistical in nature. Member libraries have contributed over 350,000 bibliographic records; and over 1,200,000 name and series authorities since the Program's inception in 1992. More than 74,000 subject heading have been incorporated into LCSH; more than 8,000 classification numbers have been developed and over 300,000 CONSER authentications have been made. PCC chair-elect Bob Wolven (Columbia University) moderated presentations on a retrospective of expectations and accomplishments and future prospects for the PCC by a distinguished panel of former PCC chairs: Brian Schottlaender (University of California, San Diego), Sally Sinn (National Agricultural Library), and Sarah E. Thomas (Cornell University). The summary of the PCC Participants' Meeting was posted to the PCC home page offering highlights and an evaluation of the Program's achievements as well as featuring a PCC "Family Album" of photographs depicting many of the Program's members during those candid ALA moments, training venues, and PCC social gatherings. The November 2001 Policy Committee (PoCo) meeting featured a facilitated brainstorming session aimed at refocusing the PCC Tactical and Strategic Plans to incorporate new perspectives and mechanisms for implementation of cataloging changes and innovations into the mission and goals of the Program. A scan of the meeting summary and draft changes to the tactical and strategic plans reveals that the issues of importance to the PCC include training, non-AACR2 cataloging, and managing the growth of the Program. These issues, and matters such as amending the PCC governance document to standardize the process of selecting a new chair for the standing committees and determining what other changes needed to be made to assure the orderly selection of candidates and election of PoCo members, will be finalized at the November 2002 PoCo meeting. At the meeting of the PCC Steering Committee in Atlanta, June 2002 the Committee forwarded to MARBI comments concerning proposal 2002-14 on the use of field 038 to denote an assertion of intellectual property rights on bibliographic records. The Committee categorically stated that the use of this field did not foster the cooperative spirit of the PCC and that PCC bibliographic records would be exempted from using this field. Streamlining PCC documentation and finding a more efficient and cost effective mechanism for document delivery continues to be actively pursued. Automation innovations were employed that allowed for electronic delivery of required PCC documents and updates for use in BIBCO and NACO training. A set of interactive web forms was made available for all institutions that wish to propose new or changed subject headings through the SACO program. The introduction of these electronic forms decreased man-hours in training preparation and increased savings to the PCC and fulfills the recommendations of the SCT's Task Group on Documentation. The incoming 2002 PoCo members are: Bill Garrison (University of Colorado, Boulder) - NACO representative, Carlen Ruschoff (University of Maryland) - CONSER representative, and Roxanne Sellberg (Northwestern University) - BIBCO representative. In addition to these 3 new members, David Banush (Cornell University) was appointed as Chair, Standing Committee on Training (SCT) succeeding Carol Hixson (University of Oregon). The efforts of CONSER and the PCC received recognition in the awarding of the Margaret Mann Citation to Jean Hirons (Library of Congress) for her "extraordinary contributions to serials cataloging." According to the citation, she influenced both the theory and practice of serials cataloging in a changing environment. The award recognized her work in revising the AACR to accommodate serials and in developing the Serials Cataloging Cooperative Training Program, a new concept in library training. A large portion of the total PCC contributions historically have been submitted through partnerships known as funnels. To acknowledge these contributions, funnel directors of NACO and/or SACO projects received certificates of appreciation for the myriad of efforts used in training, guiding, and managing groups of institutions in contributing PCC catalog records. BIBCOThe BIBCO Program turned its full attention to putting the final touches on the BIBCO Participants' Manual (BPM) and to preparing for the new rules on the cataloging of integrating resources (IRs) that will be published in the 2002 revision of AACR2. BIBCO devoted its resources to the development of a training workshop on the IR cataloging rules that would serve the purpose of both training BIBCO participants to catalog these materials and make that information available to the library community at large. In preparation for the changes to AACR2 PCC members were asked to serve on a task group led by Library of Congress' Cataloging and Policy Support Office to determine the need for and/or to develop LC Rule Interpretations to accompany the publication of the revised rules. The BIBCO/CONSER participants on the Task Group are: Adam Schiff (University of Washington), Ann Sitkin (Harvard University), and Rennette Davis (Vanderbilt University).At the BIBCO Operations Committee (OpCo) meeting held in May of 2002 the prototype workshop developed by Steven J. Miller (University of Wisconsin, Milwaukee) was unveiled. This prototype was refined over the succeeding months and presented in a brief form for the BIBCO-At-Large meeting held in conjunction with ALA conference in Atlanta. The final version of this basic primer on integrating resources is available on the BIBCO Home Page and is available for downloading as a PowerPoint presentation by CONSER and BIBCO participants. The BIBCO and CONSER programs have entered into a partnership on the development of training materials for the final version of the integrating resources cataloging workshop and in doing so determined that the IR training materials should be presented under the Serials Cooperative Cataloging Training Program umbrella in order to maximize resources and coverage. It is envisioned that integrating resources will be a stand-alone module that can be extracted for use by monograph catalogers and/or by law catalogers or may be included as part of the larger SCCTP curriculum. A test session will be hosted by University of California, Los Angeles with a Train-the-Integrating-Resources-Trainer scheduled for January 24th, 2003 to be held in conjunction with ALA Midwinter in Philadelphia. Three new libraries joined BIBCO in FY02: Duke University, the State University
of New York, Buffalo, and the Smithsonian Institution Libraries bringing the
number of participants to 46. Together in FY02 BIBCO libraries contributed 82,014 new bibliographic records to the pool of shared cataloging available for use by the global library community. This is an 12.4% increase over FY01 and reflects an increase of 19.5% in core record contribution. CONSERDuring 2001/2002, CONSER and its affiliate programs continued to flourish. Many institutions and individuals continued to participate in the Publication Patterns Initiative and the Serials Cooperative Cataloging Training Program. CONSER membership remained stable at 41 members. Northwestern University, University of Chicago, and New York University became independent CONSER members during the year. The CONSER database grew to 978,126 records with the addition of over 30,000 authenticated records (as reported by MARC Distribution Services statistics). The CONSER Operations Committee held its annual meeting May 1-3, 2002 at the Library of Congress. The meeting was held in a three day format to accommodate AACR2 training for both serials and integrating resources, as well as a very full agenda of additional topics. CONSER At Large meetings were held at both mid-winter and annual ALA. Jean Hirons, CONSER Coordinator, received the 2002 Margaret Mann citation during the annual conference of the American Library Association (ALA) in Atlanta. AACR2CONSER involvement with changing AACR2 began in 1995. The 2002 amendments to AACR2 will be published in September. This revision will contain the completely revised Chapter 12, "Continuing Resources," and other amendments. Many of the changes to the code for serials reflect long-standing CONSER practice formerly contained in LCRIs. CONSER, LC, and other PCC catalogers participated in the revision of LCRIs that were published to accompany the 2002 amendments. A revision of the CONSER Cataloging Manual (CCM) began in the summer of 2001 and continued through FY 2002. LC Catalogers and Judy Kuhagen of CPSO participated in identifying revisions and initial review of drafts; CONSER and SCCTP catalogers provided the final review. The revision was completed in Aug. 2002 and sent to CDS for publication as a new edition later this fall. Training for the new rules began in May. Presentations were given at the annual CONSER/BIBCO meeting, the annual meetings of the American Library Association and the North American Serials Interest Group (NASIG). PowerPoint presentations were made available on the CONSER web site. Electronic ResourcesIssues related to electronic serials were a large part of the agendas of the CONSER operations meeting and CONSER at large meetings at ALA mid-winter and ALA annual in 2002. Several new task groups and proposals resulted from discussions held at these meetings. Functional Requirements for Bibliographic Records (FRBR)CONSER has set up a task force to explore the FRBR model and its relationship to serials and continuing resources in general. Everett Allgood (New York University) became chair of the CONSER Task Force on FRBR and Continuing Resources. The task force will take up the immediate issue of providing serial examples for a paper prepared by the Network Development and MARC Standards Office. In the longer term, the group will monitor and participate in discussions related to all types of continuing resources and FRBR.Proposal to use a single record for all online manifestations of a serialA proposal, originally prepared by Becky Culbertson (University of California, San Diego), Naomi Young (University of Florida), and Regina Reynolds (LC), would provide for the creation of a single record representing all aggregations in the shared database for the multiple online versions of a print title. The proposal was discussed at the CONSER operations meeting in May and at the CONSER At-Large meeting in June. Representatives of three serials management companies, Serials Solutions, TDNet, and JournalWebCite participated in the discussion at the CONSER At-Large meeting. During the summer the proposal was revised and in late August a survey was distributed to the serials community to gather opinions about several options that would standardize the creation of records. Results of the survey will be used to make general recommendations for the PCC Policy Committee.CONSER PURL Pilot ProjectSeven CONSER members began testing a PURL server in January 2002 to cooperatively maintain URLs for freely available Web resources. The project was proposed by Becky Culbertson (UCSD) and Valerie Bross (UCLA). A PURL (persistent uniform resource locator) server, hosted by OCLC, is used to enter and maintain URLs. Participants in the 10-week pilot reported that they felt it had been successful and CONSER has decided to continue the project and open it up to all PCC members. Participants developed a home page with an explanation of the project, instructions for participants, and other resources.Serials Cataloging Cooperative Training ProgramTwo new SCCTP workshops were inaugurated in 2002, with train-the-trainer sessions given for fifty-seven trainers from the United States, Canada, and Mexico. The Electronic Serials workshop focuses on the issues related to cataloging Web-based electronic serials. There are twenty-nine workshops scheduled for this course from April 2002 through January 2003, with sessions scheduled in Mexico, Taiwan, and China. The Advanced Serials workshop is an in-depth review of the rules and principles applied to serials. The first session of the Advanced course is scheduled for mid-September 2002. Both courses are based on the 2002 AACR2 rule amendments. The Serial Holdings Workshop was revised in June 2002, with information added about integrated library systems, revised exercises, and a more comprehensive session on trends in holdings. Revision of the Basic Serials Cataloging workshop began in 2002 and the work completed includes a change in the course format to match other SCCTP workshops and incorporation of changes from the 2002 AACR2 amendments and LCRIs. Ground work for the development of a new SCCTP course on the cataloging of integrating resources was also begun in 2002. The course will be developed by Steve Miller (University of Wisconsin) and is expected to be released March 2003.Publication Pattern InitiativeThe two year pilot phase of the Initiative ended in 2002 and participants began to develop strategies for continuing efforts to cooperatively distribute pattern data via the CONSER database and to promote full use of the MARC 21 Format for Holdings Data by library systems. During the two year pilot period over 45,000 patterns were added to OCLC records. In the summer of 2002, the Workflow Task Group, led by Wen-ying Lu (Michigan State University Libraries), developed templates, workflow diagrams, and an FAQ (Frequently Asked Questions) to help libraries incorporate patterns work into an institution's local workflow. Maintaining a close working relationship with library system vendors continues to be a key aspect of achieving the Initiatives's goals. Representatives from VTLS, Innovative Interfaces, SIRSI, ExLibris, and Endeavor attended meetings of the Task Force on Publication Patterns and Holdings Task Force held at ALA, most recently in June 2002. The concept of a universal holdings record and the question of how pattern information relates to electronic journals were discussed at several CONSER meetings during 2002; these related issues will continue to be explored in the coming year. Jean Hirons and past chair Sally Sinn, National Agricultural Library addressed the June 2002 meeting of the Directors of Technical Services of Large Research Libraries to help increase awareness of the project and its goals among technical services directors. Carlen Ruschoff, University of Maryland became the new chair in 2002.NACOThe thrust of the NACO Program centered on training, trainers, documentation, and management of the program's growth. This emphasis was highlighted by the training of seventeen new NACO libraries, the retraining of eleven libraries, and the creation of three new funnel projects (Mississippi Project, Mountain West Project, and the Minnesota Funnel Project) that collectively added 27 new members for a grand total of 45 libraries added to the growing number of NACO participants. NACO partners contributed 162,363 new name authority records, 10,044 new series authority records, and modified 46,115 name and series authority records. [A complete listing of new members and retraining efforts may be found in Appendix A.]To facilitate evaluations of training sessions an interactive training evaluation form was created and posted to the appropriate PCC training web sites. The new form enables libraries to send evaluations directly to a listserv to which the NACO Coordinator, the Chair of the Standing Committee on Training, and the Coop Team Leader are subscribed. The evaluations can also be forwarded via e-mail to the trainer obviating photocopying and mailing of the evaluations as had been done previously. Outreach/Managed growth:The NACO outreach effort to Historically Black Colleges and Universities (HBCUs) continued in FY02; however, the increased focus on managed growth identified many of the HBCUs as low producers. As part of the managed growth initiatives for the NACO program a study to determine the costs involved in the start-up of a new NACO membership, the cost of maintaining that membership, and the cost of providing continuing education to NACO members was prepared. The results indicated that a return to numerical goals was warranted and necessary. The PCC Secretariat and the Acting Associate Librarian for Library Services accepted the justification and determined that the study and recommendations should be forwarded to the PoCo for a final decision at the November 2002 meeting. The PCC application has been revised to reflect the proposed changes. A letter to be signed by the Director of the prospective NACO member was drafted, and a revamped NACO packet was designed. An impact study on applying the new requirements to current NACO members was conducted and designed to determine the number of libraries at risk of becoming removed from PCC membership and what that loss may mean to the statistical contributions to the Program should the new Program parameters not be met. The results with recommendation will be presented to the PCC Policy Committee for a decision.SACOThe SACO program profited from increased management attention within the PCC and the Library of Congress. A commissioned study from a contractor suggested several improvements which sped up the handling of subject proposals within the LC's Cooperative Cataloging Team. The chief innovation was making available to the general library world web forms for subject proposals that had previously been reserved to BIBCO libraries. Use of these interactive forms by an institution allows a proposal to be downloaded in most cases into the LC local database and further reviewed electronically. This eliminates delays and errors in re-keying paper submissions.Ongoing training efforts were supplemented with the web availability in .pdf of the SACO participant's manual. Trainers conducted workshops in subject analysis as well as specific areas of LCSH at regional meetings of library associations and at specific institutions to expand the outreach effort of the two SACO workshops offered at each ALA conference. During the fiscal year, SACO members contributed 3,165 new subject authority records, revised 442 existing records, and created 2,551 new classification numbers. [A listing of first time contributors to SACO may be found in Appendix B.] International CooperationInternational membership in the PCC reached unprecedented numbers of institutions, participation in PCC activities, and record contributions. Forty-three institutions, working individually or in funnel projects, contributed a total of 30,206 new name authority records (18.6% of total PCC production), 12,579 revised name and series records (27.27% of total modifications); 955 new subject authority records (30.17%), and revised 19 subject authority records (4.29%)The Singapore Integrated Library Automation Services (SILAS) added NACO participation to its SACO activities. The Hong Kong University of Science and Technology (HKUST) took part in a special project to resolve Pin-yin conversion issues. HKUST became a CONSER member, joining the National Library of Wales as the sole member institutions outside North America. Expansion training in England, Scotland, and South Africa resulted in new institutional NACO membership. The availability of the SACO web forms for new subject proposals made new participation possible on the part of the National Library of Australia and expanded participation from current members such as the Universities of Oxford and Cambridge. Interest in LCSH resulted in a teleconference among LC staff and librarians in Brazil which ended in plans for an LCSH training tour of that country. Further ties to South America were strengthened with a week-long LCSH workshop at the Library of Congress for 17 librarians from eight countries. A large number of personal contacts resulted from visits to the United States and the Library of Congress by librarians from China, India, Japan, New Zealand, Russia, Singapore, and the United Kingdom. In return Library of Congress staff and trainers from other PCC institutions visited these countries for training purposes. PCC Standing CommitteesStanding Committee on AutomationThe detailed work of the committee continued to be accomplished by and through separate task groups reporting to the committee. A Series Numbering Task Group was charged with examining the conditions that prevent series headings from being arranged in numerical order by numerical order and to identify an algorithmic approach for the better arrangement of series headings. The Task Group on Serials Displays, charged to examine issues as how integrated library systems handle linking entry fields in records for serials and other resources is still in the process of formation; volunteers have expressed interest and additional names are being sought. Two previous task groups of SCA having worked on issues involving bibliographic records from journal aggregators, the SCA was chosen at the fall 2001 PoCo meeting to play the lead role for action item 4.1 under the LC's action plan: Bibliographic Control of Web Resources. The annual report of the SCA is available through the PCC Home Page. Standing Committee on StandardsThe committee's efforts this year focused primarily on the core record harmonization. This project resulted in the development of an integrated chart containing all the core record standards with a listing all MARC tags required for their creation. Via hyperlinks the chart connects to all the individual core record standards and from there back to the footnotes relevant to each mandatory field. Individual introductions to the core records eliminated in favor of a single introduction. A summary of the major changes that have been made to the core records and the introduction(s) can be found in the annual report of the SCS. The core record standard for Core record for cartographic materials was approved and added to the new chart and footnotes.The SCS at the request of the SCT and BIBCO Coordinator prepared a full record standard was prepared and has been added to the BIBCO training manual. Unlike the core record standards, this standard is a statement of requirements for a full record rather than a listing of required fields. The annual report of the SCS is available through the PCC Home Page. Standing Committee on TrainingThe Standing Committee on Training (SCT) continued to work to identify the need for training programs, workshops, and institutes aimed at developing cataloging skills that support the Program goals for both new participants and for continuing education. In addition, the SCT sought to identify, develop as necessary, and promote the distribution of easy-to-use documentation in support of Program goals.BIBCO Participants' Manual/Documentation:The BIBCO Participants' Manual was completed this year and delivered in August 2002 to CDS for distribution. It is available on the PCC web site. A new section on the cataloging of integrating resources should be available by summer 2003. This document will be included in the CONSER and BIBCO Manuals and may also be made available as a stand-alone document.Integrating ResourcesWorking closely with the BIBCO and CONSER coordinators, the SCT commissioned Steven Miller (University of Wisconsin) to develop a workshop on integrating resources for the BIBCO/CONSER Operations Committee meeting in May, 2002. The workshop was well-received and is available on the BIBCO homepage.SCT/SAC Training EffortThe SCT/SAC effort to develop training materials on the use of Library of Congress Subject Headings (LCSH) continues. Much of the course content has been developed in draft form.Continuing Training Education EffortsHixson and CONSER Coordinator Jean Hirons co-authored a white paper in November 2001 on the PCC Role in Continuing Education for Catalogers, available on the PCC Web site.Arising from the SCT's involvement in continuing education, Hixson is chairing an ALCTS Task Force on Continuing Education for Catalogers (LC Action Plan Item 5.3) She will continue to report on the progress of this effort to the SCT through reports to incoming chair. International trainingThe appointment of Heather Rosie of the British Library to the SCT in May 2002 will facilitate the exploration of issues of importance to the PCC's international membership. Under the new chair's leadership, potential obstacles to effective international participation will be explored and training targeted to address those concerns will be developed.The annual report of the SCT is available through the PCC Home Page. APPENDIX A Program for Cooperative Cataloging New NACO institutions:
New members in NACO Funnel Projects:
NACO members receiving retraining FY2002:
Appendix BNew SACO contributors:
Complete annual reports for each program are available on their respective web sites. |
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