Cataloging and Metadata Council Meeting of February 19, 2019

1:30-3pm

303 Doe Library

Attendees: R. Brandt, A. Clemons, T. Converse, L. Grigsby, J. Lefevre, H. Lin, S. Lochhaas, A. Malik (recorder), M. Meacham, H. Muhr, J. Newyear Ramirez, T. Pundurs, L. Rowlison de Ortiz, N. Shiraishi, M. Schmitz, R. Talbott, S. Tang, R. Toyama

Absent: M. Campos Quinn, C. Tarr

Minutes: Adnan Malik (A&H Council Representative)

  1. Announcements

    1. Unit announcements

      1. Bancroft has a new cataloging assistant who will start working on Feb 25.

      2. CMS is in the middle of a search for LP 4 for English and western European languages.

    2. Round Robins - Council reps reports:

      1. Arts & Humanities (Adnan Malik)Susan Edwards and Chan Li presented their findings for a research project they presented at the ARL Assessment Conference in Houston. The group also discussed non-subject parameters for the library's GOBI profile.

      2. Social Sciences (Adam Clemons)The council has started meeting in different libraries around campus. Last meeting was in the Environmental Design library. Adam gave a presentation on East Africa collection development. There was also discussion of data collected on social sciences.

      3. Sciences (Heiko Muhr)Daniella Lowenberg, UC3 Product Manager, gave a presentation on the upcoming DASH-Dryad integration that aims to combine some of the best features of both repositories with the aim of increasing the number of UC researchers who deposit their research data. DASH was developed in-house and administered and operated by UC3 at the California Digital Library, but proved inadequate--like other similar university-based or university system-based data repositories it did not reach a sufficient number of researchers. The move was also made to upgrade data curation and interaction with publishers. It will be an important platform for depositing data in the future. The new end product will be called Dryad (not DASH), and there will be a UCB-branded version that our researchers will see. The new Dryad is currently in the testing phase and is expected to launch later this year. California Digital Library resource description page for DASH:https://www.cdlib.org/services/uc3/dash.htmlResearch Data Management resource description page for DASH: http://researchdata.berkeley.edu/tools/dash DASH access page: https://dash.berkeley.edu/stashThe group suggested the following topics for discussion by CMC: 1. If we have a print and an e-record for the same publication, science librarians would like the records to link to each other. 2. While the general speed of cataloging e-resources is appreciated some things fall through the cracks and take a long time.

      4. Public Services (Trina Pundurs)Minutes of the last meeting have already gone out. The retirement of the old proxy server is going on. The review of public computing is also ongoing as is the implementation of Dataverse. The latter may generate questions for CMC. Melvyl's switchover to Worldcat Discovery will happen and is only a matter of time.

      5. LIT update (Lynne Grigsby) Melvyl switchover to Worldcat Discovery is ongoing. Lynne has sent back queries and feedback on changes. LA records for Language Lab have been suppressed. Changes have been made in e-dissertations records in accordance with OCLC and now give UC Berkeley as publisher. The display bug in 793 $6 has been fixed. The training server to be refreshed in March when new Patron file is loaded. Lynne reminded everyone to print out their check stubs and leave accruals to ensure the switch to UC Path does not change stuff. UC path biggest priority right now because its launch date is in March. Work ongoing on Windows 10 roll out. Public research only terminals also have to be updated due to Windows 10. Trying proof of concept to do so. A request proposal for NRLF compact shelving will be coming in the near future. A number of projects for imaging are ongoing.

      6. Web Advisory Group (Sherry Lochhaas) The group is working on a number of ongoing projects. Changes have been made to the library pages so that now search terms will stay in the search box instead of getting erased if the patron goes to another tab. A notification banner has been added by Library Communications for big announcements, like the ongoing negotiations with Elsevier. Library website for both staff and public service will get a redo. What should be included on the page is under review.

      7. RDA Update (Trina Pundurs) There were no updates.

      8. Library Leadership Team Update (Jo Anne Newyear Ramirez)The team had three meetings in January. A number of positions were requested and approved. These included the positions of chemical science librarian, two library assistant positions for NRLF, one inter-library loan assistant, and replacement for Cody Hennesy's position. The library's permissions policy is being reviewed. We should not be asking for fees for free copyright images, but review is meant for all materials. Will no longer need permission for quoting. Michael Lange's role is changing in the near future. There is a new policy on holiday decorations which will be shared with the group. Primarily, religious iconography should not be displayed in public places.

  1. Systemwide ILS (SILS) Group Update (Randy Brandt & Lynne Grigsby)The expertise group submitted their recommendations for comment. The group has reviewed and commented on them and are trying to overlap and simplify. They are also looking at third party software for vendors that interacts with ILS. Focused on getting funding from UCOP and want to get a statement of agreement to fund. Working on data cleanup so that implementation is not delayed. Multiple UCs have migrated recently and the group is looking at their experiences. Updates are posted on CDL and wiki and there is also a newsletter. Those interested in getting on SILS reflector should contact Patrick Shannon.

  1. Agenda items

    1. Recap on Rare Books Workshop 2019 The workshop went well with 17 or 18 people attending. A week long rare books cataloging course was boiled down to seven hours spread over two mornings. The feedback was positive.

    2. ISBD punctuationOn dec 12th LC sent out an announcement with three treatment options. For treatment 2 there is not much difference except full stop is gone. Treatment 3 has the biggest changes and is a little bit harder to parse after punctuation removed, particularly in the contents note. Serials become truly problematic. Punctuation that is recommended by RDA is still left in. It is recommended that: 1. For copy cataloging, accept as found. 2. Staff adjusting non-pcc records should follow predominant procedure in the record. 3. For pcc and original continue current practice, i.e., treatment 1. However, the recommendation for copy cataloging will lead to problems with searching. It is recommended that the public services council as well as collections services should give input. Furthermore, we cannot tell vendors to put in ISBD punctuations and students are not allowed to do punctuation editing. That will have to go to staff which is not worth the expense. This can be dealt with in the display layer where it is most impactful (where fields merge)? But we need to see the feasibility and it is possible in Millennium. The group agreed to the recommendations and requested that council reps talk about this at their respective council meetings. OCLC will accept all three options for validation of records.

    3. MARC 385/386These were not initially going through in Millennium but are now showing up in public display. Should they be treated as the 33xs? This is not a cataloging problem but a public services question, and it is not a WAG issue but a library IT issue. However, there is a moratorium on Oskicat problems right now. Discovery being the primary focus these are not a priority. Nevertheless, the display might be misleading and it is not clear how will public interpret it. It was agreed to refer this matter to the public services council and WAG to recommend action to IT.

    4. Continuation of discussion regarding future CMC topics

      1. Arts and Humanities Council: Would it be possible to update the name changes of transgender authors?Would it be possible to add vernacular scripts to already existing records, especially for Arabic, Hebrew, Greek, and Cyrillic? It might be useful to create a comprehensive inventory of all library backlogs by language and format for selectors to review them and offer recommendations for cataloging priorities for public access. Action item: CMC will discuss these items further. It was noted that LAUC recently had a presentation on diversity and sensitivity in cataloging and on how to deal with offensive terms. Action item: L. Rowlison de Ortiz will invite C. Lee, J. Dickinson, and others to attend CMC to discuss this topic further.

      2. Social Sciences Council: Patrons searching for the works of a certain author might not find all the titles the library has because the RDA-required $e breaks the search results in separate groups. This needs to be addressed.UCSD's attempt to deindex $e author and $e composer were briefly discussed by CMC members as a possible solution. Action item: CMC will discuss this idea further.

    5. Sciences Council: Linking or cross-referencing cataloging records for print and electronic versions of the same resource to aid patrons in resource discovery.Cataloging for eBooks/electronic resources generally happens in a timely fashion, but some fall through the cracks. Some examples were discussed (Heiko will forward those examples to Lisa).Occasional field mix-ups / display problems with eBooks, usually for content notes not displaying correctly.Action item: L. Rowlison de Ortiz will respond to the Sciences Council regarding issues 1 and 2. Heiko will gather examples of issue 3 and send to L. Rowlison de Ortiz.

    6. Catalog and Metadata Council members also suggested the following as future topics for discussion: Digitization and metadata.Pilot project around linked data.