An Information and ResourceSharing Program of theMinnesota Office of HigherMinnesota Office of HigherEducation and the Universityof Minnesota Libraries

Cataloging, OCLC, Minitex, and You: Past, Present, & FutureNDLA 2011 Annual ConferenceNDLA 2011 Annual Conference

September 23, 2011Presented by:  Mark Wilhelmi & Mark Ehlert

Minitex Bibliographic & Technical Services

Agenda for Today

Forty Years of CollaborationForty Years of Collaboration

Our Services

Cataloging UpdateCataloging Update• RDA/OCLC, RDA Training• LC Genre Headings• Contract Cataloging

OCLC Update• Resource Sharing Enhancements• Resource Sharing Enhancements• Connexion Client 2.30

Digitization UpdateDigitization Update• New North Dakota Workshop• CONTENTdm 6.0/6.1

40 Years of Collaboration1971-2011

40 Years of Collaboration

1969 i lib l i ( ) 2 il j• 1969:  Minnesota Interlibrary Teletype Experiment (MINITEX) ‐ a 2 year pilot project to provide cost, volume and operational data to develop recommendations for a long‐range statewide ILL service.

• 1971:  The MN State Legislature approved funding and the Minnesota Interlibrary Teletype Exchange (MINITEX) was established with Alice Wilcox as Director. 

• 1974:  North Dakota Contract Signed (for Resource Sharing)

• 1975: Produced North Dakota Union List of Serials• 1975:  Produced North Dakota Union List of Serials

Minitex, OCLC, and You

h d ll d d h k l b ’1976:  Bush and Kellogg Foundation Grants to support MN and North Dakota libraries’ participation in OCLC (still called Ohio College Library Center then) received.  33MN and ND libraries joined OCLC this year.  A Catalogers Users Group was established d l d l land over 100 catalogers trained to catalog online on OCLC.

Minitex joined OCLC so that libraries:j• could begin to more efficiently locate monographs for Resource Sharing• To reduce costs and improve processing time in cataloging

Timeline

1977:  34 libraries in the Minitex region began cataloging on‐line thru OCLC, and over 100,000 machine readable records i t i t d t binput into database

OCLC Membership: Then

1977:  1st North Dakota libraries to join OCLC were:• North Dakota State Library

U i it f N th D k t• University of North Dakota• North Dakota State University

OCLC Membership: Now

N O 24 f ll OCLC b 22 h l d 46 thNow:  Over 24 full OCLC members, 22 schools, and 46 other institutions participating in the North Dakota CatExpress Group 

Alfred Dickey Public LibraryBismarck State CollegeDickinson Public Library

North Dakota State UniversityNorth Dakota Vision Center and School for the BlindState Historical Society of North DakotaT i it Bibl C llDickinson State University

Fargo Public LibraryGrand Forks Public LibraryJamestown College

Trinity Bible CollegeUniversity of MaryUniversity of North Dakota, Harley E. French Medical LibraryUniversity of North Dakota, Chester Fritz LibraryUniversity of North Dakota Thormodsgard LibraryJamestown College

Mayville State UniversityMinot Public LibraryMinot State UniversityN h D k S ll Lib i G

University of North Dakota, Thormodsgard LibraryValley City State UniversityVeterans Memorial Public Library (a.k.a. Bismarck Public Library)Williston Community LibraryBismarck Public Schools (21 schools) Group

North Dakota Small Libraries Group North Dakota State College of ScienceNorth Dakota State Library

North Dakota CatExpress Group (45 institutions)

Anniversary Funhttp://wwwminitex umn edu/40thhttp://www.minitex.umn.edu/40th

NDLANDLAAnniversary Reception (yesterday)

On the Web

O l Hi I iOral History InterviewsInterviews that help tell the story of Minitex and participating libraries and capture the voice and experience of some of our library innovators.  Interviewees were asked to reflect on the early years of Minitex; from the two‐year pilot project that was the Minnesota Interlibrary l ( ) hTeletype Experiment (1969‐1970) to the present. 

Minitex Then and NowA collection of images highlighting how much some things have changed and how others areA collection of images highlighting how much some things have changed, and how others are still very much the same.

Facebook (go ahead and “like” us on FB!)Facebook (go ahead and  like  us on FB!)

Then And Now

Our Services

About UsMinitex Bibliographic & Technical ServicesMinitex Bibliographic & Technical Services

We provide training, services and resources pertaining to:• OCLC• Cataloging Rules and Applications• Digitization & Metadata

More About Our Serviceshttp://wwwminitex umn edu/Training/SelfPaced/batsintro/batshttp://www.minitex.umn.edu/Training/SelfPaced/batsintro/bats

intro.html

Training Topics

ThThen:• Automation (Library Directors spent 2 days at a 1976 workshop:  Using 

Automation. “If you don’t use automation it will probably use you.” )Automation.  If you don t use automation it will probably use you.  )

• Workflow• Computer‐assisted catalogingp g g• AACR2

Now:• OCLC Connexion, CONTENTdm, and other OCLC products• RDA• Metadata (e.g. Dublin Core)

Libraries Participating in Our TrainingFY2011FY2011

Number of Participants in Our TrainingFY2011FY2011

BATS Staff

Carla Dewey Urban

Sara Ring Mark Wilhelmi Mark Ehlert

Communications

Mi it /OCLC M iliMinitex/OCLC Mailing

Minitex OCLC Contacts ListservRecommend at least one primary staff person at each institution subscribe

Bloghttp://blog.lib.umn.edu/minitex/bats

Fli kFlickrhttp://www.flickr.com/photos/mtxbats

Twitter

Website

Twitterhttp://twitter.com/minitexbats

Facebookhttp://www.facebook.com/MinitexMN

CatalogingCataloging Updatep

RDA Implementation

• Adoption: “No sooner than January 2013”• Conditional implementation• Nine action items, including:

• “Re-word” RDA into Englishe o d to g s• Improve RDA Toolkit usability• Make progress on devising successor to MARCMake progress on devising successor to MARC• Solicit from vendors prototype catalogs that use RDA

data to their fullest extent• Executive summary and full report:

z.umn.edu/4gog

RDA Implementation

• Get to know RDA between now and 2013• Participate in training efforts (RDA and FRBR/FRAD)• Familiarize yourself with RDA Toolkit or RDA Print• Read articles and books on RDA• Review/revise local practices and documentation• Networking within and outside your library• Practice, practice, practice

MARC Development and the Future

• Bibliographic Framework Transition Initiative• Determine path toward a successor to MARC

standard• Ingredients for a robust container for library metadata• Forward-looking and backwards-compatible• Friendly to the Web

• LC as gatekeeper for post-MARC standard?• MARC development continues in the interimMARC development continues in the interim• BFTI website: z.umn.edu/4fr

Library of Congress Genre/Form Thesaurus (LCGFT)(LCGFT)

Wh t d f h di ?• What are genre and form headings?• Describe what a library resource is, not what it

i b tis about• Lord of the Rings is a fantasy film, about Frodo

BagginsBaggins• Hudson's Twin City Street Atlas is an atlas and road

map, about the Twin Cities metropolitan area• Filing for Chapter 13 Bankruptcy is a legal guide for

non-professionals, about U.S. bankruptcy lawG l T di t t l t ifi• Goal: To direct catalog users to specific formats and categories of material

Library of Congress Genre/Form Thesaurus (LCGFT)(LCGFT)

• LCGFT: New genre/form heading resource for bibliographic records

• Sample headings in MARC format• 655 -7 Topographic maps. ‡2 lcgft• 655 -7 Court decisions and opinions. ‡2 lcgft

• 655 -7 Western films. ‡2 lcgft

• Genre/form records appear in LC Authority File• Thesaurus may be available in print form in the

future

Library of Congress Genre/Form Thesaurus (LCGFT)(LCGFT)

• Categories of materials getting LCGFT terms• Moving image works• Non-musical sound recordings• Cartographic resources• Law materials• Music resources• Literature• Religious materials

Library of Congress Genre/Form Thesaurus (LCGFT)(LCGFT)

• To find genre/form headings• LC Authorities file authorities.loc.gov Connexion Client and Connexion Browser

• LC Authorities & Vocabularies site id.loc.gov

• Classification Web Select Search Genre/Form Terms

• FAQ and other LCGFT resources:z.umn.edu/4gqgq

OCLC Update

OCLC WorldCat Resource Sharing

OCLC WorldCat Resource Sharing Updates:• Three new basic Resource Sharing features• Direct Request for e‐books• New and revised reportsp• New article‐sharing site

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New Resource Sharing FeaturesTh ALERT fi ldThe ALERT field

ALERT field and category

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New Resource Sharing Features:Segment your workflow into Loans and CopiesSegment your workflow into Loans and Copies

• PENDING and IN PROCESS• Loan: For book‐based requests 

C F ti l t• Copy: For article requests 

New Resource Sharing FeaturesThe ability to request from non suppliers

Email ILL request to non‐WorldCat Resource Sharing libraries

The ability to request from non‐suppliers

Email ILL request to non‐WorldCat Resource Sharing libraries

Direct Request for e‐books

OCLC ILL Direct Request sends patron‐generated requests                    to WorldCat Resource Sharing 

Routes user ebook requests back to you (with a link to the item) for material you own or for freely‐available materials.  

Uses profile in the WorldCat Knowledge Base for open access e‐content and subscription‐based e‐content for books.content and subscription based e content for books.

Part of your subscription to Resource Sharing or ILLiad at no additional chargeadditional charge

E‐books from Ingram’s MyiLibrary

• Access through WorldCat Resource Sharing to e‐book content not in a library’s collection

• Over 50,000 titles• Available for a nine day period• Fee‐based through Interlibrary Loan Fee Management (IFM)

New & Revised Reports

Gl b l I f i S (GIS) RGlobal Information System (GIS) ReportGives a geographic‐based view of all OCLC member libraries that lend or borrow through OCLC. g

Reasons for No Report Now includes the imprint date of the materialNow includes the imprint date of the material.

Reciprocity ReportProvides the state locations of the libraries listed.

Lender String ReportLender String ReportProvides up to 12 months of data about the number of times any library said 'Yes' or 'No' to your requests as a borrower. 

OCLC Article Exchangehttp://experimental worldcat org/AE/http://experimental.worldcat.org/AE/

• Single, secure location•Lending libraries can place PDF & TIFF articles here•Users can retrieve them from anywhere in the world

•Integrates with Resource Sharing, ILLiad, WorldCat Navigator•Eliminates file size & security issues•Automatic deletions support copyright guidelines•Minimal tech support required•Accessible from PCs, Macs or any operating system

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Connexion

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Connexion Client 2.30

• Time table • Released – April 12, 2011• Last day for Client 2.10 & 2.20 is October 31

• You must upgrade to Client 2 30 before November 1You must upgrade to Client 2.30 before November 1

• “Getting Started with OCLC Connexion Client”• Getting Started with OCLC Connexion Clienthttp://www.oclc.org/us/en/connexion/support/default.htm

Connexion Client 2.30EnhancementsEnhancements

Display of 029 fields

Language of Cataloging

MARC Updates

Option to export workformsOption to export workforms

Linking to the RDA Toolkit

Macro changes

Display of 029 FieldsP i V iPrevious Version

Display of 029 Fields (cont.)New VersionNew Version

‘Language of Cataloging’ Limiter Cataloging SearchWorldCatCataloging SearchWorldCat

‘Language of Cataloging’ Limiter (cont.) S h R lt ith t Li itSearch Results without Limiter

‘Language of Cataloging’ Limiter (cont.) S h R lt ith Li itSearch Results with Limiter

MARC Updates 

• New search indexesNew search indexes• e.g. Language of Cataloging, National Bibliography Number

d l f l f l h• Revised list of languages for limiting searches• Updated spellings, new & revised codes

• New material types:  Blu‐ray discs, U‐matic, NTSC, ATSC

• “Form” element added to fixed fields in Computer File workform• The codes are "o" and "q" (remote and direct access, respectively).

• More information:  MARC Update Technical Bulletins 255, 257, 258

Exporting WorkformsTools Options Export Allow Export of WorkformsTools Options Export Allow Export of Workforms

RDA Toolkit Link  Tools Options RDA ToolkitTools Options  RDA Toolkit

RDA Toolkit Link (cont.)Tools RDA ToolkitTools  RDA Toolkit

RDA Toolkit Link (cont.)MARC T 245MARC Tag 245

Macro Changes

• New MacroNew Macro• Add33x will add the new MARC fields 336, 337, and 338 to RDA records

• Changes• Existing macros Add&Edit007, AddAuthority6xx, AddSerialNotes, and Generate891 

updated to reflect changes in the MARC formatupdated to reflect changes in the MARC format

• New macro command – InsertFromCitedRecord

• CautionSt ll f i b k th t t t th d f lt• Store all of your macros in macro books that you create – not the default Connexion client macro books

Macro Changes (cont.)ToolsMacrosManageMacro OCLC Add33x RunToolsMacros Manage Macro  OCLC  Add33x  Run

Macro Changes (cont.)

Macro Changes (cont.)

Web‐scale Management Services

• Cooperative Management Service for Libraries• Moving Routine Functions to the Web• Lower Costs for management services & disparate systems • Eliminating many support issues• Sharing solutions with other WSM users

U d tDigitization Update

New WorkshopDigitization & Metadata

U d t di Di it l I B i t I t di t C t

p

Understanding Digital Images:  Basic to Intermediate ConceptsMonday, Oct. 24, 2011

University of North Dakota, Grand Forks

Q t It i Th ll d k h d ib d " f l tQuote:  ... It was amazing. The all‐day workshop was described as "useful to anyone learning the basics of digital photography, working with scanners, or preparing images for use on the Internet or in print." I disagree. I think anyone working in libraries should attend, if ' h lf i t t d i h di it l h t h k if t t kif you're halfway interested in how digital photography works; if you want to know more about reproducing images in print, on web pages, or for digital projects; how much work and money goes into creating a digital library; and if you've had even a fleeting thought about h t th f t h ld f lib i d th i l i i j t b t thiwhat the future holds for libraries and their role in preserving just about anything...

‐‐ Karla Gedell, Minnesota Attorney General Library

CONTENTdm 6.0/6.1Digitization & Metadata

CONTENTdm 6.0 New End User Interface Redesign!!

Digitization & Metadata

N I ViCONTENTdm 6.0/6.1

New Image Viewer

6.0 PreviewDigitization & Metadata

OCLC CONTENTdm SandboxOCLC CONTENTdm Sandboxhttp://sandbox.contentdm.com

Bismarck Public Libraryhttp://content bismarcklibrary org/cdmhttp://content.bismarcklibrary.org/cdm

Iron Range Research CenterIron Range Research Centerhttp://ironrange.cdmhost.com/cdm

University of Minnesota, Morrishttp://contentdm morris umn edu/cdmhttp://contentdm.morris.umn.edu/cdm

Upper Midwest CONTENTdm User GroupDigitization & Metadata

Upper Midwest CONTENTdm User Group

Upper Midwest CONTENTdm User GroupND, SD, MN, and WI CONTENTdm users

Nov. 14-15 User Group Meeting, St. Paul, MNhttps://www.minitex.umn.edu/Events/Conferences/ContentDm2011.aspxp p

Join UsLiListserv: http://lists.wils.wisc.edu/mailman/listinfo/upmwcdmTwitter: http://twitter.com/umcdmplanners or #umcdm11Facebook: http://www.facebook.com/UpperMidwestCONTENTdmp pp

Questions?

Contact UsContact UsMinitexBibliographic and Technical Services Unit (BATS)Bibliographic and Technical Services Unit (BATS)

612‐624‐4002800‐462‐5348Twitter.com/minitexbats

BATS email: mino@umn.edu

BATS Blog: http://blogs.minitex.umn.edu/bats/BATS Blog: http://blogs.minitex.umn.edu/bats/

OCLC Support – 800‐848‐5800

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An Information and ResourceSharing Program of theMinnesota Office of HigherEducation and the Universityof Minnesota Libraries

University of Minnesota

15 Andersen Library

222 21st Avenue SouthThank YouMinneapolis, MN 55455-0439

Telephone: 612-624-4002

T ll F 800 462 5348Toll Free: 800-462-5348

Fax: 612-624-4508

www.minitex.umn.edu

www.mnknows.org

www.elm4you.org

www.mnlinkgateway.org

www.mndigital.org

rpc.elm4you.org

www.askmn.org