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PCC SCT Task Group on PCC Participant and Training Documentation: Final Report

28 December 2000

The Program for Cooperative Cataloging Standing Committee on Training Task Group on PCC Participant and Training Documentation was formed in late April 2000, in response to requests from the cataloguing community that PCC documentation be made more widely available, including requests for online access. The PCC Policy Committee charged this group with the following series of overlapping charges:

  • Investigate methods for keeping training and participant documentation up to date and to explore a variety of delivery mechanisms for the documentation
  • Prepare a functional evaluation of different delivery mechanisms for documentation
  • Analyze the cost implications of making existing documentation more widely available and specifically explore cost recovery options
  • Analyze the copyright issues relating to PCC documentation
  • Recommend methods for making existing documentation more widely available
  • Describe the support required from the PCC and others for carrying out the recommendations
  • Develop a plan for sharing responsibility for updating documentation among a wider group of PCC members

Some preliminary notes on the scope and approach of our work:

  • Implicit in our charge is a focus on document delivery rather than content.
  • While our focus has been on formal documentation, a number of our conclusions may apply to all types of documentation.
  • Our primary method of communication has been e-mail; in addition, we met as a group during the ALA Annual Conference, on July 8.

Our projects:

  1. Investigate methods for keeping training and participant documentation up to date and explore a variety of delivery mechanisms for the documentation.

    We began by attempting to assess the current situation. We drew up a list of current formal PCC documentation, listing the current delivery mechanism(s) for each one.

    Current PCC Documentation
    Component Tool Delivery Mechanism
    CONSER CONSER Cataloging Manual print; Cataloger's Desktop; Web (Cataloger's Reference Shelf)
    CONSER Editing Guide print; Cataloger's Desktop; Web (Cataloger's Reference Shelf)
    NACO NACO Participants' Manual print; Cataloger's Desktop; Web (Cataloger's Reference Shelf)
    NACO Trainers' Manual print
    NACO Training Manual print
    NACO Series Training Manual print
    NACO Series Participants' Manual planned
    BIBCO BIBCO Trainers' Manual print
    BIBCO Training Manual print
    BIBCO Participants' Manual in development
    SACO SACO Participants' Manual in development

    After discussing different potential documentation delivery mechanisms, we also prepared a list of them, stressing three, namely:

    • Print documentation
    • Web-based documentation (primarily HTML documents; also pdf files)
    • LC's Cataloger's Desktop/Classification Plus.

    In addition, we looked more briefly at a few other mechanisms:

    • E-mail
    • PowerPoint presentations
    • Downloadable files (which could be made available via the Web).
    • Prepare a functional evaluation of different delivery mechanisms for documentation.

    We then undertook a functional evaluation of the different mechanisms: setting financial and legal issues aside for the time being, we explored and discussed the relative strengths and weaknesses of different mechanisms. We considered such factors as:

    • Ease of access (e.g., whether special equipment, software, or subscription arrangements are required)
    • Ease of searching and browsing
    • Flexibility of design and display
    • Ease of updating (both through general revision and local annotation)
    • Portability
    • Visual factors, such as ease of inclusion of graphics, potential eyestrain, etc.
    • Reliability of later retrieval, as opposed to risk of losing information
    • Some essentially psychological factors, such as the potentially intimidating effect of large paper documents or the perceived informality of e-mail communications

    A copy of this functional evaluation is included in the Appendix.

    Our general conclusions from this comparative analysis, as stated in the functional evaluation, are that "different mechanisms have different, often complementary strengths and weaknesses. There is no one overall preferred mechanism; the choice tends to depend on the context and purpose of the use of the documentation. For example, what works best for one-time training of beginners in a workshop may not be the best approach for ongoing reference use by experienced users. People working at a workstation at medium-to-large institutions may well have different preferences from those of people working at home or in small institutions without subscriptions to Cataloger's Desktop.

    The challenge of providing effective documentation delivery mechanisms will be to provide for a range of different purposes, while designing documentation to emphasize the strengths and mitigate the weaknesses of different mechanisms. Effective delivery is thus bound up with careful design. In short, for optimal functionality we need to be able to provide flexibility."

    This recommendation of providing documentation in multiple formats is also consistent with discussion about the BIBCO Participants' Manual in the SCT meeting at ALA on 9 July 2000, during which it was noted that, "although electronic distribution of documentation is a preferred option for many and facilitates indexing, it is not an option for all potential users of the manual and the documentation should be useful in both print and electronic forms."

    Online delivery mechanisms, generally, offer convenient desktop access. In addition to Cataloger's Desktop, we explored two types of Web-based files:

    • downloadable files provided via the Web, such as pdf files
    • HTML files

    With downloadable files, local institutions would have the option of downloading the files to desktop or LAN and/or printing them -- or selected sections of them -- as needed. The desire to be able to print specific sections of documents locally has been a repeated motif of task group discussions. The responsibility and expenses involved in tracking the numbers of copies of manuals needed and in copying or printing manuals would in effect be shifted from LC onto local institutions, while shipping costs and time delays could be avoided altogether. (See also below, in section 3, on cost implications of decentralized printing.) Downloadable files thus have real potential for resolving some of the problems encountered when we have focused on distributing paper documents, without sacrificing many of the advantages of paper for those institutions that want to use paper documents or in those situations in which paper documents are particularly useful. Even so, there may continue to be some advantages to having printed copies of training manuals used in LC training sessions printed and assembled centrally at LC, so that trainers can be more certain of consistency among all copies of the manuals, including the insertion of binder tabs.

    In comparison with pdf files, HTML files tend to provide greater ease of consulting online, without necessarily downloading a document. Hyperlinks generally make HTML Web files easier to use for quick reference than pdf files, although printed pdf files could be a more convenient format for training documentation. In other words, each type of file is particularly useful for somewhat different purposes.

    From a technical point of view, we believe that providing documentation in more than one format is a realistic goal. While we are fully aware that print documentation and HTML Web documents should not always be identical in design and that adaptation from one format to the other is often needed (at the most basic practical level, breaking down documentation into multiple, more manageable segments), we also think that the process of providing Web versions of printed documentation is becoming easier and quicker, due both to available technology and to changes in conceptualizing documents.

    • Some people find HTML editors and design software helpful in their work. Basic HTML markup can be provided relatively painlessly. (However, adapting documents to make the most effective use of the potential of Web design still requires experience.)
    • As people work now on paper versions of procedural and training documentation, they often already have an HTML Web version in the back of their minds, so they start anticipating links, tables, and other document interrelationships as they compose the paper versions. In other words, if people plan for multiple versions right from the beginning, the process of preparing them becomes smoother.

    • With the appropriate software, word-processed paper documentation can be converted to pdf file format fairly easily. It would also be possible to scan documents (for example, those sections of the NACO Training Manual that are photocopies rather than internally word-processed documents).
  2. Analyze the cost implications of making existing documentation more widely available and specifically explore cost recovery options.

    Having drawn these conclusions about delivery mechanisms in a fairly abstract context -- in an ideal world -- we then tried to put them into the context of the real world of PCC documentation, which is created by real people in real and distinct units, generally functioning under definite time and funding constraints.

    As detailed further in the outline below (following section 5), four bodies have been responsible for the PCC documentation issued to date or currently in preparation:

    • LC Serial Record Division
    • LC Cataloging Distribution Service (CDS)
    • LC Cooperative Cataloging Team
    • PCC Standing Committee on Training (SCT)

    We obtained a summary of current costs for producing selected PCC documentation from LC Cooperative Cataloging Team Program Specialist Cornelia Goode. Although we were not able to obtain further data on current costs, the figures that we do have confirm that $12,620 was spent in the fiscal year 2000 through May for producing and distributing PCC documentation. Of this amount, a total of $4,012 was spent on printing and $3,557 on mailing. It should be noted that costs for the writing aspects of preparation are difficult to quantify.

    In discussing the advantages and disadvantages of each delivery approach, we attempted to balance information dissemination needs and financial concerns. Ideally, we hope to concentrate on what should be the primary goal, namely, expanding the distribution of useful documentation; while addressing the concern about cost recovery, we do not want a focus on cost recovery to overshadow the primary goal. We are also aware that a number of complex issues are involved. For example, a meaningful measure of cost should ideally include the cost of people's time, although that may be difficult to quantify. The concern has also been brought up that, for any plan to be successful, enough financial cushion and institutional support should be available to cover the timing and unpredictability of cost recovery.

    The new technologies in themselves should help to result in some cost as well as time savings, after the initial setup of online documentation. With the availability of HTML Web files and downloadable files printed locally, we anticipate that there would be less demand for print copies of documentation than there is currently. Thus, the general burden on LC connected with providing print copies could be reduced, saving not only printing costs themselves but also staff time involved in printing and packing for shipment, together with the costs and time lag required by shipping. Local institutions would absorb the costs of any local printing, but such printing might often be done simply at individual cataloguer workstations, with costs incorporated into general costs for paper, printer ribbons, and so forth.

    Our best-case scenario recommendations would be for the units involved in the production and distribution of documentation to provide Web access and downloadable files for free to PCC participants, if an increased share of the labor involved in documentation preparation, conversion, and updating is taken on by PCC institutions other than LC. We believe that this model should be possible in the case of documentation for which the LC Cooperative Cataloging Team and the PCC SCT have been responsible.

    If such provision of free access is not possible in all cases, then it may be necessary to provide online versions for a fee. This scenario may apply particularly to LC's Cataloging Distribution Service, which is mandated to provide for cost recovery in its operations, including the distribution of CONSER documentation. We have not drawn any definite conclusions as to how such charges would be administered, since we believe that the unit(s) involved should be left to make that decision. In informal discussions on the topic, it occurred to us that charging might need to be handled on a subscription basis, because charges per documentation use could be so cumbersome to track, invoice, etc., that the extra work involved would swallow up much of the income. If a subscription fee to access CONSER documentation online were necessary, it should be lower for PCC members than current subscription fees for Cataloger's Desktop. Reasons for a lower subscription fee include:

    • smaller package size
    • the involvement of PCC participants in providing the content for the documentation

    If such fees could be kept low, it would make it possible for smaller members to subscribe, even if they could not afford the entire Cataloger's Desktop package.

    We also researched models of document delivery costs and pricing policies applied by other organizations, particularly OCLC, which was contacted by task group member Lois Sewell. One factor that we noted in OCLC's experience, based on a 1995 document, was the relatively high cost of printing as an element of documentation preparation costs. Partly in response to this challenge, as well as to provide expanded access and ensure currency, OCLC now provides both pdf and HTML versions of documentation such as the OCLC Cataloging Service User Guide. While the particular percentage of costs required for printing would partly be a function of the size and scope of OCLC's operation, the general pattern reinforced our sense that an approach to document delivery that reduces and decentralizes printing requirements should help to reduce expenses and to distribute them more evenly. The approach taken by OCLC provided a model that we adapted as part of our recommendations (see outline below, following section 5).

  3. Analyze the copyright issues relating to PCC documentation.

    Task group member Carolyn Sturtevant contacted Linda Jarmy of LC's Cataloging Distribution Service (CDS), to learn CDS's perspective on the copyright issue, particularly whether any restrictions or complications exist with regard to alternative, wider redistribution of documents distributed by CDS. We have confirmed that, while materials produced by governmental agencies in general are public domain, much of the documentation that PCC libraries use originates from a specific office or group, and permission to copy and redistribute each of the materials should be sought from the authoring office. For example, we would need the permission of the LC Cooperative Cataloging Team to distribute the NACO documents and that of the LC Serial Record Division to distribute the CONSER documents.

    As we understand it, the PCC itself would be able to make decisions directly about distribution of the BIBCO manuals (Trainer's Manual, Training Manual, Participants' Manual) and the planned SACO Participants' Manual.

    This need for the permission of each of the various units involved should be kept in mind when consulting the outline below (following section 5) of recommendations for each PCC document. This permission and cooperation would be critical for the adoption of our recommendations.

  4. Combined charges:
    Recommend methods for making existing documentation more widely available.
    Describe the support required from the PCC and others for carrying out the recommendations.
    Develop a plan for sharing responsibility for updating documentation among a wider group of PCC members.

    We examined potential methods for creating, maintaining, and updating each PCC document, taking into consideration the responsible body or bodies, the different delivery mechanisms, and financial implications. The goal of spreading the responsibility more widely among PCC members was also kept in mind.

    Balancing centralization and decentralization: It quickly became clear that more decentralized participation in the preparation and maintenance of documentation needs to be balanced by some type of centralized coordination, in the interests of consistency and continuity. Put in slightly different terms, an ongoing challenge is to balance the need for efficient, coordinated organization and continuity with the need to distribute the workload as fairly as possible. In addition, more widespread direct access to PCC documentation from local desktops should ideally be facilitated by a more uniform location where documentation could be found, since different documents currently are obtained from different sources. (A relevant phrase that keeps cropping up is "one-stop shopping.")

    To contribute to addressing this multifaceted balancing act, we propose the following measures:

    • PCC documentation provided via the Web should be accessible from the PCC Web site on the LC server. If LC is willing to provide its server to host PCC documentation files, users can locate and access documentation more efficiently than if different institutions host documents as people at them work on those documents. Continuity is also maintained, since otherwise, the PCC documentation files might have to keep migrating from server to server as people at different institutions took them on, which, among other problems, would be a nuisance for PCC members trying to access those files.
    • PCC member institutions should help with the preparation and revision of documentation and with any conversion of documentation to online versions. This assistance would be critical in reducing the burden on LC staff. PCC member volunteers could participate in the work of the actual updating of the content of files. This content would be reviewed and approved, perhaps under the leadership of the PCC Standing Committee on Training. The files could then be converted to the appropriate format and sent to someone at LC, who would simply need to mount them. Of course, LC units could continue to be responsible for the updating of the content of any documentation that they wanted to continue to maintain.

      In some cases, volunteers would (individually or as a group) explicitly take on responsibility for preparing or revising particular documents or document sections. More informal collaboration should also be encouraged, whereby people in different institutions would provide examples and other additions to PCC documentation. They could also make locally developed documentation available through a mechanism such as the PCC list. Regardless of the format of document delivery, we recommend providing open communication channels to facilitate the sharing of suggested revisions to existing documents.

    Our task group has not discussed in any detail the issue of the content of documentation, which is being addressed, for example, by the PCC SCT Task Group on NACO Continuing Education. In general, however, we also see content-related advantages to a more decentralized preparation of documentation, which would benefit from the expertise and practical experience of individuals working at a variety of institutions, particularly as the PCC becomes more international in scope.

    • A PCC SCT Subcommittee on Participant Documentation could be charged with overseeing and coordinating the preparation, updating, and distribution of all formal PCC documentation. It could also undertake an ongoing review of the methods for distribution of PCC documentation, to ensure that adequate and appropriate document distribution exists. Whether given this or some other name, such a structure would serve as a critical link among the units responsible for issuing documentation and the people involved in preparing and revising it. While the SCT would have ultimate responsibility, as charged, for the identification, promotion, and distribution of PCC documentation, much of the work of coordination could be delegated to the subcommittee.

    Some suggestions for the structure of this subcommittee: By rotating membership, participating institutions could share tasks, and individual volunteers would have limited terms, while staggered terms of office could help to provide continuity.

    Outline of current and proposed documentation delivery methods

    After considerable discussion, we drew up an outline of different delivery mechanisms that merged several elements of our charge, broken down in terms of different PCC documentation, and taking into consideration for each document:

    1. The body or bodies involved in its creation and maintenance. Again, the permission and cooperation of each responsible body would be necessary as decisions about delivery mechanisms and updating methods were made.
    2. Current methods of documentation delivery:
      1. Print
      2. Cataloger's Desktop
      3. Web, via The Library Corporation site, Cataloger's Reference Shelf.
    3. Recommended methods of documentation delivery, as appropriate:
      1. Print
      2. Online (via PCC Web site maintained at LC server)
        1. pdf files
        2. HTML files.
      3. Cataloger's Desktop. A general note: We are not recommending at this point that training manuals be included in Cataloger's Desktop, since they are designed to be used in conjunction with training sessions for PCC members specifically, not as stand-alone "do-it-yourself" documents for the entire Cataloger's Desktop market.

      We have not specifically included the Cataloger's Reference Shelf in our recommended methods because of our concern that it would be risky to rely on it too much or too exclusively for long-term planning, due to the combination of the difference in mission between the PCC and a profit-oriented corporation and the notorious volatility of Web sites. In the short run, however, the availability of certain documents in HTML format as part of this site may reduce the urgency of a need for other HTML versions of these particular documents (see also below, under "Short-term and long-term projects").

    4. Recommendations regarding any fees to be charged (in some cases, providing free documentation, while in others providing for charging fees in order to recover costs).

    CONSER

    CONSER Cataloging Manual

    Produced by LC Serial Record Division with input from CONSER members
    Updated by LC Serial Record Division with input from CONSER members
    Current delivery methods:

    Proposed delivery methods:

    • print (purchase through CDS)
    • Cataloger's Desktop (subscription through CDS)

    Ideally, we would like to propose:

    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    Alternatively, if CDS makes the CONSER Cataloging Manual available in these formats and needs to charge for online access in order to recover costs:

    • pdf version (for subscription fee or document charge through CDS)
    • HTML version (for subscription fee or document charge through CDS)

    CONSER Editing Guide

    Produced by LC Serial Record Division with input from CONSER members
    Updated by LC Serial Record Division with input from CONSER members
    Current delivery methods: Proposed delivery methods:
    • print (purchase through CDS)
    • Cataloger's Desktop (subscription through CDS)

    Ideally, we would like to propose:

    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    Alternatively, if CDS makes the CONSER Cataloging Manual available in these formats and needs to charge for online access in order to recover costs:

    • pdf version (for subscription fee or document charge through CDS)
    • HTML version (for subscription fee or document charge through CDS)

    NACO

    NACO Participants' Manual

    2nd edition produced by LC Cooperative Cataloging Team with help from NACO participants and others at LC and based on 1st edition produced outside LC Not currently updated
    Current delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in
    • training sessions, as part of NACO Training Manual)
    • print (purchase through CDS)
    • Cataloger's Desktop (subscription through CDS)
    • Cataloger's Reference Shelf (free at The Library Corporation Web site) http://www.tlcdelivers.com/tlc/crs/naco0131.htm
    Proposed delivery methods:
    • print (free from LC Cooperative Cataloging Team, ideally both to participants in
    • training sessions, as part of NACO Training Manual, and separately)
    • Cataloger's Desktop (subscription through CDS)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    NACO Trainers' Manual

    Produced by LC Cooperative Cataloging Team
    Updated by LC Cooperative Cataloging Team
    Current delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in training sessions)
    Proposed delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in training sessions)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    NACO Training Manual

    Produced by LC Cooperative Cataloging Team
    Updated by LC Cooperative Cataloging Team
    Current delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in training sessions)

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team to participants in training sessions)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    NACO Series Training Manual

    Produced by LC Cooperative Cataloging Team
    Updated by LC Cooperative Cataloging Team
    Current delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in training sessions)

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team to participants in training sessions)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    NACO Series Participants' Manual

    To be produced and updated by LC Cooperative Cataloging Team
    Current delivery methods:
    • not available yet

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team)
    • Cataloger's Desktop (subscription through CDS)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    BIBCO

    BIBCO Trainers' Manual

    Produced by PCC Standing Committee on Training
    Updated by PCC Standing Committee on Training
    Current delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in training sessions)

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team to participants in training sessions)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    BIBCO Training Manual

    Produced by PCC Standing Committee on Training
    Updated by PCC Standing Committee on Training
    Current delivery methods:
    • print (free from LC Cooperative Cataloging Team to participants in training sessions)

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team to participants in training sessions)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    BIBCO Participants' Manual

    Produced by PCC Standing Committee on Training
    Updated by PCC Standing Committee on Training
    Current delivery methods:
    • not available yet

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team)
    • Cataloger's Desktop (subscription through CDS)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

    SACO

    SACO Participants' Manual

    Produced by Adam Schiff
    Current delivery methods:
    • not available yet

    Proposed delivery methods:

    • print (free from LC Cooperative Cataloging Team)
    • Cataloger's Desktop (subscription through CDS)
    • pdf version (free at PCC Web site)
    • HTML version (free at PCC Web site)

Some additional considerations

Short-term and long-term projects: We are aware that the overall "package" of recommendations for enhanced distribution is an ambitious one, and we would not expect all of it to be implemented immediately. Some possible considerations:

  • The following documents may be easier to begin with because they are prepared and controlled by the PCC itself, so obtaining permission to distribute them should be relatively easy to obtain. They would also be easier to begin with because they are currently being prepared or revised and, as a result, are in files based on fairly up-to-date software that should be relatively easy to convert to pdf and/or HTML format.

    BIBCO Training Manual
    BIBCO Participants' Manual (in preparation)
    SACO Participants' Manual (in preparation)

  • The following documents are currently included as part of Cataloger's Desktop or otherwise available through CDS, and their status appears more complex. More time may be needed to obtain permission to distribute them and to work out the terms of distribution. In addition, it appears less pressing at this point in time to provide HTML versions of these documents, because they are currently available as part of Cataloger's Reference Shelf.
    CONSER Cataloging Manual
    CONSER Editing Guide
    NACO Participants' Manual
  • Less manipulation of the data is required to convert word-processed documents to pdf format than to convert word-processed documents to HTML format. For this reason, it may be most efficient to prepare pdf files first. HTML Web versions, including adequate useful hyperlinks, could be prepared as a somewhat more long-term project.

In the course of further discussions held outside our task group, other factors may also emerge that will help to clarify the most useful and manageable places to begin.

NACO Participants' Manual: In our discussions and formulations, we found NACO documentation to be a particularly complex category. The updating and current distribution of the NACO Participants' Manual does not follow the same pattern as the NACO Training and Trainers' manuals, since the NACO Participants' Manual is handled by more than one LC unit right now (the Cooperative Cataloging Team, for a print version incorporated within the NACO Training Manual, and CDS, for print and Cataloger's Desktop versions). It kept coming up as an exception to any generalizations by category of documentation that one tried to make.

Our recommendations for proposed delivery methods for the NACO Participants' Manual include having the LC Cooperative Cataloging Team assume sole responsibility for distributing print copies, just as it distributes other NACO manuals. This suggestion reflects our attempt to find ways of simplifying the distribution patterns, for the sake of those consulting different NACO materials, and, in the long run at least, having all NACO manuals available from the same source. (It is based on the current arrangement of NACO documentation; at some point, NACO documentation might be revised extensively enough to result in a single comprehensive NACO manual, which would accomplish similar simplification.)

General comments

With the permission and cooperation of all groups involved, and with the participation and support of PCC members, we hope that our recommendations would result in functional, cost-effective, legal, and efficiently "updatable" methods of distributing PCC documentation more widely, as well as a mechanism to facilitate coordination and planning for keeping the documentation up to date.

We realize that we may have raised or inspired a number of unresolved questions. As we understand it, our report will be just an early stage in a longer process of discussion involving the PCC SCT, the PCC Policy Committee, and people and units outside of the PCC.

During the course of our developing our ideas, we communicated with the PCC SCT Task Group on NACO Continuing Education, reading each other's interim reports, our group's functional evaluation, and the NACO Continuing Education group's Web page discussion. We also exchanged ideas about possible plans for developing the NACO Participants' Manual and directions that its delivery might take. In general, we were encouraged to confirm that we were thinking along similar lines: both groups support the goal of providing multiple means of access to the same information through different documentation delivery methods, while both groups, in effect, are recommending that the responsibility for the preparation and maintenance of documentation be distributed as widely as is practical.

We also corresponded with the PCC SCT Task Group on Web-Based Training and Distance Education regarding copyright issues and read their interim report. The copyright information that we collected specifically about PCC documentation complements their more broadly based approach.

One of our conclusions has been that for any model to work successfully in practice, the genuine, ongoing institutional commitment of PCC members will be crucial -- in providing valuable staff time as well as other financial resources (e.g., paying for any local printing) -- in combination with hard work from dedicated individuals who often already shoulder numerous other responsibilities. There are no easy solutions, although we hope that our proposals, as mediated through the work of a PCC SCT Subcommittee on Participant Documentation, could provide for reasonably fair ones. We look forward to further discussion of the ideas presented and the issues raised in this report.


PCC SCT Task Group on PCC Participant and Training Documentation:
Rebecca R. Malek-Wiley, Tulane University (Co-chair)
Betsy Simpson, University of Florida (Co-chair)
Louisa Kreider, Cleveland Public Library
Lois Sewell, Indiana University
Carolyn Sturtevant, Library of Congress Cooperative Cataloging Team
James Weinheimer, Princeton University
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