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Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British Library Cataloguing 2007 Reykjavik, Iceland, 1–2 February 2007

Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Page 1: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

Cataloguing policy and practice – 2007 and beyond: a view from the British Library

Caroline BrazierHead of Collection Acquisition and DescriptionBritish Library

Cataloguing 2007Reykjavik, Iceland, 1–2 February 2007

Page 2: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Outline of my talk today

1. The changing environment in which we catalogue

2. Cataloguing in the British Library Introduction Recent developments Current challenges

3. Key issues for future cataloguing policy and practice

4. What does the future hold for cataloguers?

Page 3: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Outline of my talk today

1. The changing environment in which we catalogue

2. Cataloguing in the British Library Introduction Recent developments Current challenges

3. Key issues for future cataloguing policy and practice

4. What does the future hold for cataloguers?

Page 4: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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What’s the problem with cataloguing?

Library catalogues are seen as increasingly irrelevant

Cost and usefulness of cataloguing is questioned

Decline in formal skills teaching in UK library schools

Cataloguing undervalued by “the best students”

Page 5: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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What’s the problem with cataloguing?

The good news ...

There is still a growing demand for the skills, knowledge and understanding that comes as a result of creating and working with bibliographic data and databases.

But we will not be able to satisfy this demand unless we adapt and develop in line with a rapidly changing world.

Page 6: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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The cataloguing environment in the age of Google – growth and diversity in collections

Growth in publishing output Both physical and digital formats

Digital publishing (duplicating print / born digital) Formal digital publishing – ejournals etc Informal e-publishing – web sites, blogs, wikis etc

Libraries collecting in new formats – web archiving

Growing numbers of mass digitisation projects

We need new models of organising and giving access to content

Page 7: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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The cataloguing environment in the age of Google – resource discovery

Rise of Google – the search engine model Ability to link directly to much more digital content

Web 2.0 changes user expectations Transactional data to track user behaviour Social and community tagging

Communities can work together to share and create information in new ways without intermediaries

We need to tap into the potential of the IT developments

Page 8: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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The cataloguing environment in the age of Google – what do library users want?

Key issues Traditional catalogues still valued by researchers, BUT…

Want integration of multiple discovery services

Prefer to use large-scale integrated service

Want better join-up between discovery and delivery services

Want improvements in quality and consistency of data

Want improvements in “look and feel”

Want something “more like Google”

We need to understand users and adapt quickly to stay relevant

Page 9: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Some current debates on cataloguing and library catalogues

Cataloguing is too expensive and unsustainable We must find efficiencies

Cataloguing is unnecessary for digital content and does not offer users effective access

We must review our standards and policies to enrich digital access

Our catalogues offer a poor user experience We must develop improved search and navigation tools to expose

our collections We must enrich the content and introduce Web 2.0 functionality We must integrate into large-scale services rather than a plethora of

local catalogues We must integrate delivery services with discovery

Page 10: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Outline of my talk today

1. The changing environment in which we catalogue

2. Cataloguing in the British Library Introduction Recent developments Current challenges

3. Key issues for future cataloguing policy and practice

4. What does the future hold for cataloguers?

Page 11: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Page 12: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Page 13: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Cataloguing organisation in the British Library

Cataloguing in the British Library

Boston Spa Cataloguing

London Cataloguing

Development and support

English language

Western European Grey Literature, Conferences, Theses Serials

UK ISSN Centre

Data Quality

Authority Control

Retrospective Conversion Bibliographic and Metadata standards and policy Training and documentation

Slavonic Asia, Pacific and African Early Printed, Archives and Manuscripts Maps Music

Sound

Newspapers

Digital

Statistics

350 000 records per year

90 full-time staff

80 part-time staff

200 support staff

Page 14: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Departments related to cataloguing

Current awareness – journal table-of-contents indexing(23 000 titles)

Health Care Indexing Services (Alternative Medicine Database)

Data production for the British National Bibliography and other bibliographic journals

Data export to union catalogues (COPAC, SUNCAT, OCLC) and commercial services

Data import services

XML mark-up services for UKPubMedCentral

Bibliographic systems development

Page 15: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Recent developments in cataloguing at the British Library

2004 New integrated library system (Aleph) Replaced 23 separate catalogues and databases Massive data migration and enrichment projects

2005 – 2006 Acquisitions and Cataloguing process re-engineering Reduction of 10% in staff costs Expansion of our deriving strategy Introduction and development of quality measures Further database integration and retrospective catalogue

conversion (e.g. ESTC)

Page 16: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Current and future issues in cataloguing at the BL

2007 – Ongoing process re-engineering and efficiencies review Further development of deriving and data sourcing initiatives Further development of quality initiatives Definitions of metadata structures and standards Planning for RDA implementation Future funding of retrospective conversion projects Explore potential for new data services Review of resource discovery strategy and database integration in

light of new technology options

Page 17: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Outline of my talk today

1. The changing environment in which we catalogue

2. Cataloguing in the British Library Introduction Recent developments Current challenges

3. Key issues for future cataloguing policy and practice

4. What does the future hold for cataloguers?

Page 18: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Ongoing efficiency reviews

Constant review of cataloguing practice

Develop better functionality in core cataloguing systems

Explore potential for automating parts of the process

Review operational workflows (streamline, centralise, derive)

Focus on professional skills

Page 19: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Deriving and data engineering

Review and expand data sources

From libraries, library cooperatives, library aggregators Shared cataloguing, COPAC, OCLC

From publishers and supply chain aggregators Cataloguing in Publication contract Acquisitions supply contracts Use other standards, e.g. ONIX

Review and revise record levels Fast tracking of fiction Batch upgrade

Page 20: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Data quality initiatives

Quality and consistency An issue in integrated / large-scale services

Current data quality projects – BL examples De-duplication and enhancement of migrated legacy data

Serials records enrichment (UK SUNCAT)

Increased use of analysis tools (MARC Report and FRBR quality measure) To award data supply contracts To assess quality of the database by sampling In performance management of teams and individual cataloguers

Annual quality survey Measuring the usefulness of the catalogue to the user

Page 21: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Development of metadata standards and structures

Long-term management of digital objects Core descriptive metadata

Metadata for preservation, access and rights management

Work towards common or interoperable standards Efficiencies through deriving and reuse of data (ONIX)

Enriching information value and content (social bookmarking and tagging)

Seamless searching and linking (OAI-PMH, z39.50, RSS, Open URL)

Development of standards to promote and enhance usage (expression of rights, licensing terms, COUNTER and SUSHI, author and library identifiers)

Page 22: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Resource Description and Access (RDA) implementation

Development of application profiles

Review the potential for improvements in workflows

Review any impact on products and services

Consider benefits from any retrospective change to data

Recalibration of our internal quality model

Revision of documentation and training courses

Collaboration – British Library / Library of Congress / Library and Archives Canada

Page 23: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Retrospective catalogue conversion

Key objectives Make items available via online data Enhance and enrich data where possible

Problems of funding Need to free up resource from other cataloguing activities Explore funding sources

Why not just digitise? Cost Future priorities for mass digitisation are not yet known No effective metadata to support digitisation projects An option for the future

Page 24: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Authority control in a digital world

Rights – a new impetus

Work with Authors’ Licensing and Copyright Society to update and retrospectively align data for top UK authors

Explore proposals for a UK naming agency to manage data on authors or creators in digital scholarly research as well as traditional publishing

Authority standards developments to achieve better join-up Between different communities (libraries, archives, publishers, authors

rights organisations, etc.) Between bibliographic and authority record content Supporting IFLA in FRANAR development through ICABS Monitoring ISPI and ISTC developments

Page 25: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Resource discovery strategy

Five interrelated strands

Develop existing OPAC services and improve core descriptive data

Identify and introduce appropriate Web 2.0 services

Explore and apply new search technologies

Develop discovery services for large-scale digital content streams

Integrate end-to-end discovery and delivery solutions for all types of materials

Page 26: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Outline of my talk today

1. The changing environment in which we catalogue

2. Cataloguing in the British Library Introduction Recent developments Current challenges

3. Key issues for future cataloguing policy and practice

4. What does the future hold for cataloguers?

Page 27: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Training and development

Ensure consistency through development of core skills Multi-skilling of paraprofessional staff Training to support new system functionality Training to support workflow efficiencies Holistic understanding of the core data structures

Succession planning Digital cataloguing Database management Better IT skills

Challenges Building confidence Overcoming fear and complacency

Page 28: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Continuing professional development

External and internal

Practical training, but also broadening horizons

Current topics (BL examples) Resource discovery strategy (e.g. new portals)

Collection development reviews (e.g. increasing shift from print to e-content)

Standards development (e.g. RDA implementation, Dewey)

Core cataloguing systems and OPAC functionality

Data quality

Page 29: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Future roles for cataloguers?

Metadata creation/manipulation/management

Develop, manage and quality-assure automatic metadata generation processes

Auxiliary data services and data enrichment Management of data mark-up services Authority control to support rights management Content mapping, interpretation and groupings of digital content,

taxonomy development

Database and data management

Standards development, training, user education

Building and managing relationships with authors, publishers, data aggregators

Page 30: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Conclusions

Can we do without cataloguing? For physical materials?

Not until there are cost-effective (and legal) ways of digitally scanning and discovering them through scanned content

For digital content? Not until there is adequate accompanying metadata

Not until full-text searching on huge quantities of digital content provides users with high-quality discovery solutions

Does cataloguing need to change?

Page 31: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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A White Paper on the Future of Cataloging at Indiana University, 2006

“The need for cataloging expertise … will not be

diminished in the coming years. Rather, catalogers

of the future will work in the evolving environment of

publishing, scholarly communication, and

information technology in new expanded roles.

Catalogers will need to be key players in addressing

the many challenges facing libraries and the overall

management and organization of information.”

Page 32: Cataloguing policy and practice – 2007 and beyond: a view from the British Library Caroline Brazier Head of Collection Acquisition and Description British

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Thank you for listening

Any questions?