Copy Cataloging Gets Some Respect From Administrators

ALCTS CaMMS Copy Cataloging Interest Group

January 21, 2012, ALA Midwinter

Elaine A. Franco, Principal Cataloger, eafranco@ucdavis.edu

Loretta Firestone, Head, Monographs Copy Cataloging lbfirestone@ucdavis.edu

Cataloging & Metadata Services Dept. University of California, Davis

Copy Catalogers assume more responsibility for complex cataloging• “Easier” cataloging (from PromptCat)

processed through computer program script• Loss of librarian positions spreads more

difficult cataloging among copy catalogers• Non-book material cataloging steadily

increasing• More special collections cataloging as new

receipts diminish (due to budget cuts and shelf-ready processing)

Dichotomy between global and local catalog begins to blur

• Concept of WorldCat Local: catalog once for local and global access.

• Success of OCLC Expert Community Project, introduced in 2009. Capabilities for enriching OCLC master records extended beyond participants in OCLC Enhance, PCC BIBCO and CONSER programs.

• Why should expert copy catalogers be restricted to local catalog?

Training Opportunities for Copy Catalogers

• Catalogers Learning Workshops (training materials freely available online at http://www.loc.gov/catworkshop/courses, or through Cataloger’s Desktop subscription):

• Fundamentals of Library of Congress Classification and

• Basic Subject Cataloging Using LCSH

Selected Local Training Documents

• Some documents were based on in-house workshops and revised to apply to copy, as well as original cataloging. Available on department wiki:

• Art catalogs • Books Bound Together• DVD Cataloging• Electronic Media Cataloging

Selected Local Training Documents, Continued

• Photocopies• Pseudonyms• Series Statements and Series Added Entries• Single Issues of Serials• Enriching and Enhancing the OCLC Master

Record (incorporates principles from the OCLC Enhance Training Outline)

Enriching and Enhancing the OCLC Master Record

• General Guidelines

• Do not replace data in records for which you do not have the piece in hand.

• Do not remove information from a record unless the information is clearly in error and cannot be corrected.

When in doubt, don't.

• Never remove data from a record unless it is clearly incorrect.

• Leave subject headings and call numbers in the record unless they are clearly wrong.

• Use judgment on the determination of predominant subject emphasis.

Enriching

• Encoding level(Elv) blank, 1 or 4 w/out 042 pcc, I, L

• Record lacks classification, subject headings or 505

Minimal

• Encoding level(Elv) K, M, 2, 3, 4 (w/out 042), 5, 7 • Bring record up to encoding level I • Always change fixed field Elv to level I. • Required fields in level I: 007 (if required) 020 028

034 041 240 246 300 (complete a-c) 4xx/8xx 5xx 6xx

• Always correct any typos and include all necessary variable and fixed fields (i.e.: 024, 043)

Enhance

• Any encoding level (Elv) w/out a 042 pcc, except: E, blank, or 1 (enrichments only)

• Cannot change the encoding of level 8. Make changes but do not change encoding to I.

• Use to add 2nd 090 (check OCLC enhance rules), additional subject headings, and for cleaning up the record

• Can correct call number if clearly in error. Do not delete data unless incorrect in substance: i.e. Subject doesn’t apply

When to Enhance Credit Earned

• Can add the following fields if not already in the record or edit if not correct:

• Credit Earned: 024 090 (2nd) 490/830 505 520 530 6xx 856 060, 096 (if scheme not already in record)

When to Enhance No Credit Earned

• Can add the following fields if not already in the record or edit if not correct:

• 300 7xx 2xx • Always make improvements to or correct

typos in access points

When to Enhance No Credit Earned

• Add or correct if already working in master record for anything above:

• No Credit Earned: 006 007 010 020 028 041 043

OCLC Credits 2006/07 to 2010/11

• 2010/11 $86, 368.76• 2009/10 $82, 834.31• 2008/09 $58, 074.33• 2007/08 $37, 956.28• 2006/07 $30, 712.36

OCLC Credits 2006/07 to 2010/11

OCLC Costs and Credits2010/2011

• $7,901.76 = Monthly subscription cost

• $94,821.12 Subscription cost for fiscal year - 86,368.76 Total credits for fiscal year __________________________________

• $ 8,452.36 = OCLC cataloging cost for fiscal year

Year % Original %Copy $Credits Expert

• 2011 13.88 86.12 86,368.76 676• 2010 13.64 86.36 82,834.31 1166• 2009 11.42 88.58 58,074.33• 2008 13.63 86.37 37,956.28• 2007 7.12 92.83 30,712.36

Cataloging StatisticsOriginal Catalogers

• Original Catalogers 08/09 09/10 10/11

• Unchanged copy 172 188 703• Enriched 1,764 3,328 2,135 • Original 2,258 3,508 4,009

• Total 4,194 7,024 6,847

Cataloging StatisticsCopy Catalogers

• Copy Catalogers 08/09 09/10 10/11

• Unchanged copy 27,432 17,873 17,956• Enriched 1,732 4,327 5,285• Original 2,484 2,488 1,889

• Total 31,648 24,688 25,130

Copy CatalogersEnriched Cataloging

Fiscal Year Number % Total

2006/07 231 0.052007/08 420 0.12008/09 1732 9.0 2009/10 4327 13.02010/11 5285 16.02011/12 (1st half) 2612 26.0

Cataloging StatisticsAll Staff

• Totals 08/09 09/10 10/11

• Unchanged 27,604 18,127 18,659• Enriched 3,496 8,410 7,420 • Original 4,742 6,342 5,898

• All titles 35,842 31,690 31,977

Value Added

• Investments in copy cataloger training and OCLC WorldCat enrichment result in:

• Tangible credits offsetting OCLC fees• Rise in staff expertise and confidence• Original catalogers concentrating on most

difficult cataloging and hidden collections• Improved patron experience (WorldCat and UC

Melvyl WorldCat Local)