PCC ANNUAL REPORT

Fiscal Year 2003

The past fiscal year provided the Program with the opportunity to step back from ten years of continuing growth in numbers and production and study methods to strengthen and improve its component parts. Under the leadership of chair Robert Wolven (Columbia University), this may well be remembered as the year of the task group. The Task Group on International Participation in the PCC, the Task Group on PCC Role in Metadata Training; the Linking Entries Task Group; the Task Group on Cataloging of Remote Access Electronic Resources; the Task Group on Assessment; the Task Group on Conference Publications; the Task Group on SACO Program Development; and the Task Group on the Function of the Authority File either issued preliminary or final reports during the year. This heightened activity has resulted in a charge to the PCC Secretariat to devise a mechanism to assure the tracking of task group recommendations. A slight restructuring of PCC governance resulted the introduction of a new office, that of Emeritus Chair. Outgoing chair Robert Wolven will be its first occupant, aiding incoming chair Carlen Ruschoff (University of Maryland).

Statistical Overview:

There are currently 419 NACO institutions, of these, 247 participate via 21 NACO funnel projects. Together these institutions contributed a total 167,163 new name authority records, 9,324 new series, and modified a total of 51,283 name and series authority records. A major milestone was achieved this year as NACO contributed its two millionth new name authority record to the file that now contains over 5.5 million authority records.

There are 46 BIBCO and 41 CONSER members, 20 of these participate concurrently in both bibliographic programs. BIBCO members created a total of 74,793 new bibliographic records while CONSER members authenticated 22,342 and provided maintenance to 36,747 serial records.

In FY03 the SACO Program accepted 3,509 subject heading proposals for inclusion in LCSH and 420 modifications of existing subject authority records from 141 libraries. Of these, 37 libraries are contributors that participate in the PCC only though the SACO Program. There were 41 first time contributors in FY03. There are currently three active SACO funnels.

The PCC Participants' Meeting at ALA mid-winter in January of 2003, held in Philadelphia, featured a presentation on the revised PCC Strategic and Tactical Plan and the impact of managed growth on the NACO Program and the results of a BIBCO cost study. The PCC Participants' Meeting at ALA Annual in June of 2003, held in Toronto, Ontario, focused its attention on CONSER on the occasion of its 30th anniversary celebration, the international flavor of the program, and on Jean Hirons, CONSER Coordinator, on the occasion of her retirement. PCC participants were treated to exposés about the CONSER program and its training model (SCCTP) by Canadian colleagues. Summaries of both these meetings are available on the PCC Home Page at: http://www.loc.gov/catdir/pcc/

PCC Policy Committee (PoCo)

Judith Nadler (University of Chicago) and Cynthia Shelton (UCLA) were elected to serve on the PCC Policy Committee (PoCo) as BIBCO and CONSER representatives repectively. Paul J. Weiss (University of California, San Diego) succeed Ann Caldwell (Brown University) as chair of the Standing Committee on Standards.

PCC Standing Committees

Standing Committee on Automation (SCA)

Most of the work of the Standing Committee on Automation during 2002-2003 was carried on by its two currently active task groups: the Third Task Group on Journals in Aggregator Databases, and the Task Group on Linking Entry Displays. The former, under the leadership of Adolfo Tarango (University of California, San Diego), is charged to assist CONSER in meeting the goal of identifying the various data elements that would need to be added to, modified, or removed from a CONSER record for a non-electronic journal in order to create an aggregator neutral record for the electronic version of that same journal. The latter, chaired by Mechael Charbonneau (Indiana University), is concerned with examining the way linking entries are handled in the integrated library systems of several different major vendors. The SCA is also exploring strategies for achieving the goals assigned to them by the newly revised PCC Strategic and Tactical Plan. The comprehensive report of the SCA's accomplishments is available at: SCA FY03 Annual Report

Standing Committee on Standards (SCS)

The committee's major activities focused around the final reports of two task groups, the Task Group on Conference Publications and the Task Group on the Function of the Authority File. Both of these groups submitted their reports during this year and the recommendations have been forwarded to the PoCo for further consideration. The final report by the Joint SCS/SCT Task Group on International Participation in the PCC was issued and has raised many questions concerning standards and current cataloging policies and practices that are sure to keep the SCS busy for the next year. The SCS welcomes its new Chair (Paul J. Weiss (UCSD)) and new members Diane Boehr (NLM) and Manon Theroux (Yale). The full year's activities for the SCS are summarized at: SCS FY03 Annual Report

Standing Committee on Training (SCT)

The SCT reviewed the documentation on the cataloging of Integrating Resources that has been added as an appendix to the BIBCO Participants' Manual (itself revised to reflect the new procedures) and is available at: http://www.loc.gov/catdir/pcc/bibco/irman.pdf. The document will also be included in the CONSER documentation. The chair of the SCT (David Banush (Cornell)) collaborated with CPSO and members of the SCS to revise a chart designed to identify PCC records. The complete report for the SCT is available at: SCT FY03 Annual Report

The joint SCT/SAC effort to develop training materials on the use of Library of Congress Subject Headings (LCSH) continued to make great progress. The group previewed one module of the course content at ALA in Toronto. Further editing of the content is expected, and a "dry run" practice session at Midwinter 2004 is being planned. Two new task groups were formed this year. The first, jointly sponsored by SCT and the Standards Committee, has been charged with investigating the obstacles to broader international participation in the PCC from a standards and training perspective. The final report is currently being reviewed by the SCT and will be discussed at the PoCo meeting in November. The second, on PCC's role in providing training in the application of descriptive metadata is still at work on its report, due October 15, 2003.

Greta de Groat (Stanford University) and Becky Uhl (Arizona State University) will join the committee on October 1, 2003.

International cooperation

International membership in the PCC expanded dramatically in fiscal year 2003 through the formation of the 11 member NACO-MEXICO funnel that included members from libraries in Colombia, Costa Rica, and Venezuela. Sixty-three non-U.S. institutions, working individually or in funnel projects, contributed a total of 36, 288 new name authority records (21.7% of total PCC production), 14, 579 revised name and series records (28.54% of total modifications); 1,013 new subject authority records (28.87%), and revised 53 subject authority records.

Cambridge University Library, after a slow production period associated with its ILS implementation, approached prior levels. Oxford University production levels showed the results of continued in-house training. The British Library, as part of its preparation for a new system in 2004, began a project of contributing new or revised headings for place names within the United Kingdom. The increasing international presence within the PCC had lead to the creation of a Task Group on International Participation in the PCC. The final report has been issued and will be a topic of discussion at the PoCo meeting in November.

BIBCO

It was a year of increased collaboration and partnerships. BIBCO spent an intensive year dealing with documentation and training issues resulting from the rewrite of AACR2 to incorporate integrating resources. With the support of CPSO, LC and PCC practice were reconciled in draft LCRIs through review and discussion at the BIBCO OpCo meeting in May. This also necessitated new modules in the BIBCO Participants' Manual (BPM) that was accomplished with the help of among others, members of the BIBCO OpCo and the Standing Committee on Training.

Integrating Resources

The Integrating Resources Manual : A cataloging module was completed and added as Appendix A to the BPM and made available as a stand-alone document on the BIBCO home page in anticipation of its being available on Catalogers' Desktop later this year. The PCC extends it appreciation to the excellent work done by BIBCO catalogers Alice Jacobs and Diane Boehr (both from National Library of Medicine) that was supplemented by modules incorporating the cataloging of integrating resources for law materials prepared by Stanford University catalogers Kathy Winzer and Regina Wallen.

Working with CONSER and SCCTP two Train-The-Integrating Resources-Trainer (TTIRT) workshops were presented early in 2003. One was hosted by PALINet, held in conjunction with ALA Midwinter 2003 and the other in Seattle at the University of Washington. Steven Miller (University of Wisconsin-Milwaukee) and Adam Schiff presented the workshops and through these inducted 47 trainers now available to present the IR workshops. To date 12 workshops have been presented and eleven more are scheduled to be held before the end of calendar year 2003. The workshops may be scheduled via LC's Cataloging Distribution Service.

Task Groups

There are two task groups currently at work under the sponsorship of the BIBCO Program, namely, the Task Group on SACO Program Development and the Task Group to Survey PCC Libraries on the Cataloging of Remote Access Electronic Resources. Final reports from these groups are to be reviewed by the PoCo at their annual meeting in November 2003.

Workshops

A series workshop for BIBCO catalogers is planned for ALA Midwinter 2004 in San Diego to be presented by Judith Kuhagen (CPSO).

Program management

A study conducted at LC (using LC costs as the basis) examined the overhead costs of training, documentation, and maintenance of BIBCO Program membership and spread that cost over the number of BIBCO records produced in a year. The study revealed that the costs of creating a BIBCO record range from $82.40 (for a new library undergoing training, review, and producing less than 100 records a year) to $0.04 (for a library that has been a longtime member producing over 9,000 records a year). The cost per record for all contributors in the year of the study was $0.47 per record. The PoCo will be giving final consideration to changes to the BIBCO requirements for membership at their November meeting.

Ohio State University became the newest member of the BIBCO Program; however due to the loss of Brooklyn School of Law Library from the Program the total number of BIBCO libraries remained at forty-six.

CONSER

2003 marked the 30th anniversary of CONSER and a year in which electronic serials once again dominated the attention of most CONSER discussion. CONSER catalogers implemented the seriality changes to AACR2, but the development of the "aggregator-neutral record" was the key topic on meeting agendas. The CONSER database grew to 1,004,788 records, with the addition of approximately 27,000 new records. Jean Hirons, CONSER Coordinator, took early retirement at the end of June.

Program membership continued to grow. Cooperative Computer Services, a group of public libraries from the North Chicago area, joined as an associate member and as CONSER's first real funnel. Four new Enhance members joined: National University (San Diego, Ca.), Tulane University, University of Pittsburgh Health Sciences Library System and Oregon State University.

Electronic Serials

CONSER defined the "aggregator-neutral record" at the annual meeting of the CONSER Operations Committee in May following nine months of discussion. The resulting record will include only information relevant to all aggregations, with the exception of URLs for aggregations that contain the complete serial. Instructions were added to the CONSER Web site and will be documented in the CONSER Cataloging Manual.

Serials Cataloging Cooperative Training Program

The fifth SCCTP course, Integrating Resources Cataloging Workshop, was completed by Steven Jack Miller (University of Wisconsin-Milwaukee), with help from Rhonda Lawrence (UCLA), and debuted at ALA/CLA. The course includes the new rules for cataloging both electronic and print integrating resources and has been well-received. It has also been translated into Spanish, with sessions given in Mexico and Puerto Rico.

Publication Pattern Initiative

Carlin Ruschoff (University of Maryland) served as the chair of the Publication Pattern Task Force. Four institutions joined the initiative: Pennsylvania State University, Ohio State University, the Detroit Law Library at Michigan State University, and the University of Illinois at Urbana-Champaign. Statistics for the year are as follows: 2561 new patterns added, 187 subsequent patterns added, and 758 patterns modified.

NACO

The focus of the NACO Program continues to be on training, trainers, documentation, and management of the program's growth. FY03 opened with a Train-The-NACO-Trainer workshop given by Coop Staff to initiate 5 catalogers from PCC libraries and 7 LC catalogers into the cadre of PCC regional trainers. At the request of LC's Director for Cataloging, Coop undertook the project of breaking the traditional five-day training class for NACO into five separate name authority modules to be delivered in morning sessions over seven days to new LC catalogers. In preparing for the workshop instructors adapted NACO training materials and developed new electronic presentations to supplement the paper documentation. It is expected that NACO training documentation will benefit from the refreshing of the course materials and the newly developed electronic presentations.

NACO saw a year of expansion in Latin America, with the establishment of the NACO-MEXICO funnel and multiple informational presentations given at local request. Previous members gained new life and re-started contributions. South Africa, continued expansion training in the Calico and Gaelic funnel projects and a new funnel [A complete listing of new members and retraining efforts may be found in Appendix A.]

As part of the managed growth initiatives for the NACO program and as a follow-up to the PoCo decisions of re-instituting numerical goals, the NACO application form was revised to incorporate the requirement for all new members. The same numerical goals are being applied across the board to all members and to date only six libraries have chosen to conclude membership in the PCC. In an effort to help NACO libraries monitor their contributions goals the monthly NACO statistics are now posted to the PCC web site.

SACO

The SACO program continued to be the focus of increased attention within the Cooperative Cataloging Team and in the PCC as a whole. Increased efforts within the Cooperative Cataloging Team produced greater efficiencies in handling proposals. Of the over 3,000 subject heading proposals accepted for inclusion in LCSH in FY03 over 2,000 were received and processed using the SACO web-form. The web-form was improved to automatically send out notification that the proposal has been added to the subject authority file queue for review and approval. A Task Group on SACO Program Development was formed under the auspices of the BIBCO Program. The Task Group has been grappling with the weighty issues of developing parameters for a programmatic structure for SACO as well as guidelines for a cost-effective, yet timely mechanism for processing proposals. A discussion of these recommendations will be held at the PoCo meeting in November.

The Hawaii/Pacific Subject Authority Funnel Project was formed with eight library forming the core group under the leadership of Nancy Sack (University of Hawaii at Manoa).
[A listing of first time contributors to SACO may be found in Appendix B .]

Appendix A: NACO/BIBCO/CONSER
New institutions in PCC programs, FY2003
October 2, 2003

Four institutions joined as new NACO members (17 catalogers )

Mississippi State University
Ingram Library Services
United States Senate Library
Florida International University, Green Library ( including FIU's College of Law Lib)

Two new funnels joined NACO, with 19 new funnel members

NACO-MEXICO Project

Biblioteca Luis Angel Arango (Bogotá, Colombia)
Colegio de San Luis
Instituto de Estudios Superiores de Administración
Universidad Autónoma de Aguascalientes
Universidad Autónoma de Coahuila
Universidad Autónoma de San Luis Potosí
Universidad Autónoma de Zacatecas
Universidad de Costa Rica
Universidad de Guanajuato
Universidad de Michoacana de San Nicolas de Hidalgo
Universidad de Querétaro
Universidad Juárez del Estado de Durango

Virginia NACO Project

Chesapeake Public Library
Regent University
Regent University Law Library
Hampton University
Old Dominion University
Norfolk State University
Virginia Beach Public Library

Six existing funnels have new members, adding 12 new NACO institutions

Arabic Project

American University in Cairo

ATLA

Associated Mennonite Biblical Seminary
Concordia Theological Seminary
Boston University, School of Theology (retrained)
Andover Newton Theological School
Saint Paul School of Theology

GAELIC South Africa

Potchefstroom University

Hebraica Project

Center for Advanced Judaic Studies, University of Pennsylvania

Law Project/OCLC

University of Arkansas, Little Rock Law Library

Law Project/RLIN

University of Minnesota Law Library

NACO Music

University of South Carolina, Music Library
Saint Olaf College, Halvorson Music Library
University of Kentucky, Music Library

NACO training was offered for six groups at LC--90 trainees

18 institutions received NACO retraining, 7 from the GAELIC South Africa Project Estimated number of trainees: 100 NACO contributors, plus 30 non-NACO attendees

Howard University, Moorland Springarn
Virginia Union
Saint Louis University, Pius XII Mem Lib
Washington University
Webster University
Duke University
Harvard (customized, not full NACO)
SILAS
University of Illinois, Urbana/Champaign
Texas A&M
SUNY Buffalo
Medical University of South Africa (GAELIC SA)
Rand Afrikaans University (GAELIC SA)
University of Pretoria (GAELIC SA)
University of South Africa (GAELIC SA)
University of the Witwatersrand (GAELIC SA)
Vaal Triangle Technikon (GAELIC SA)
Vista University, Pretoria Campus (GAELIC SA)

Other PCC institutions achieving independence in various formats and languages

University of Cape Town (CALICO )
Texas Library Connection
University of Strathclyde
Teacher's College, Columbia
Arlington Heights Public
Holocaust Mem Museum Library
Wellcome Library
OCLC
Technikon South Africa
Indiana University
Harvard Yenching Library

12 Institutions received series training in 3 sessions--50 participants

Harvard University
Metropolitan Museum of Art (ArtNACO)
Middlebury College (Vermont Project)
National Library of South Africa
OCLC
Penn State University
Rutgers University
US Government Printing Office
University of Maryland
UNISA (GAELIC South Africa)
University of California, Berkeley
Yale University

One institution joined BIBCO

Ohio State University

Five institutions joined CONSER

Texas A&M University
National University
Tulane University
Oregon State University
Health Sci Lib, University of Pittsburgh

Six institutions formally concluded membership in NACO/PCC

Nevada State Lib and Archives
Trinity University (San Antonio, Tex.)
University of Kentucky
Brooklyn School of Law
Cook Memorial Public Library
Middle Tennessee State (NACOMusic)

Appendix B: SACO

New SACO contributors

Alaska Resource Library and Information Services
City University of New York, Central Office
Columbia University-East Asiactic Library
Creighton University, School of Library
Dakota State University
Huntington Library
Indiana Youth Institute
Ingram Library Services
J. Paul Getty Museum
Kansas City Public Library
Mankato State University
Marquette University Library
New Mexico State University
Saint Louis University
Santa Clara Valley Water District Library
South Dakota State University
State Library of California
SUNY-A&T C at Cobleskill
University of Maryland, CP-Jewish Studies
University of Michigan
University of Texas at San Antonio
University Warszawki
Valdosta State College
Wellcome Library
West Texas State University
Williams College

Mountain West Funnel Project

Vermont Project

Middlebury College

One new SACO funnel project was formed--8 institutions

Hawaii/Pacific Subj Authority Project

Honolulu Community College
Kapiolani Community College
Kauai Community College
Leeward Community College
Maui Community College
University of Hawaii at Hilo
University of Hawaii at Manoa
Windward Community College

Complete annual reports for each program are available on their respective web sites.