Task Force on Metadata and Electronic Resources Interim Report

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Task Force on Metadata and Electronic Resources Interim Report. OCLC CJK Users Group 2003 Annual Meeting Friday, March 28, 2003 Flushing Branch Library Queens Borough Public Library. Background. April 2002: A voice for investigation - PowerPoint PPT Presentation

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Task Force on Metadata and Task Force on Metadata and Electronic ResourcesElectronic Resources

Interim ReportInterim Report

OCLC CJK Users Group 2003 Annual MeetingOCLC CJK Users Group 2003 Annual MeetingFriday, March 28, 2003Friday, March 28, 2003

Flushing Branch Library Flushing Branch Library Queens Borough Public LibraryQueens Borough Public Library

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BackgroundBackground

April 2002: A voice for investigationApril 2002: A voice for investigation June 2002: Executive Board decided to June 2002: Executive Board decided to

establish the establish the Task Force on Metadata and Task Force on Metadata and Electronic Resources Electronic Resources

November 2002: Task Force members:November 2002: Task Force members:– Mikyung Kang (UCLA)Mikyung Kang (UCLA)– Toshie Marra (UCLA)Toshie Marra (UCLA)– Hideyuki Morimoto, Chair (Columbia Univ.)Hideyuki Morimoto, Chair (Columbia Univ.)– Zhijia Shen (Univ. of Pittsburgh) Zhijia Shen (Univ. of Pittsburgh)

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Task Force ChargesTask Force Charges

Survey OCLC CJK Users Group member Survey OCLC CJK Users Group member institutions as to current cataloging practices for institutions as to current cataloging practices for web access to CJK electronic resources through web access to CJK electronic resources through subscription or through free accesssubscription or through free access

Study the current practices and training needs of Study the current practices and training needs of OCLC CJK Users Group members in cataloging OCLC CJK Users Group members in cataloging web access CJK electronic resourcesweb access CJK electronic resources

Recommend a proposal to promote cooperative Recommend a proposal to promote cooperative cataloging endeavors, in consultation with cataloging endeavors, in consultation with existing efforts such as Digital Asia Library, etc. existing efforts such as Digital Asia Library, etc. among OCLC CJK Users Group member among OCLC CJK Users Group member institutionsinstitutions

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SurveySurvey

To identify current practices and training To identify current practices and training needs of East Asian studies librarians in needs of East Asian studies librarians in preparing metadata for remotely-accessed preparing metadata for remotely-accessed East Asian vernacular electronic resourcesEast Asian vernacular electronic resources

February 12, 2003: Survey announcementFebruary 12, 2003: Survey announcement March 10: Received 13 responses from 12 March 10: Received 13 responses from 12

institutions (23% response rate)institutions (23% response rate)

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Question 1Question 1

Is your library preparing metadata for Is your library preparing metadata for remotely-accessedremotely-accessed East Asian East Asian vernacular vernacular electronicelectronic resources? resources?– Yes: 7 institutionsYes: 7 institutions– No, but planning: 1 institution (Oct. 2003)No, but planning: 1 institution (Oct. 2003)– Not at all: 4 institutions Not at all: 4 institutions

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Question 2Question 2 Which metadata schema is your library Which metadata schema is your library

using? using? – MARC21: 7 institutionsMARC21: 7 institutions– DC: 2 institutionsDC: 2 institutions– TEI: 1 institutionTEI: 1 institution

By institutions:By institutions:- MARC21 only: 6 institutionsMARC21 only: 6 institutions- DC only: 1 institutionDC only: 1 institution- MARC21, DC, TEI: 1 institutionMARC21, DC, TEI: 1 institution

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Question 3Question 3

Which name authority controlWhich name authority control guidelines is is your library using?your library using?– AACR2: 8 institutions AACR2: 8 institutions – Other: 1 institutionOther: 1 institution

By institutions:By institutions:– AACR2 only: 7 institutionsAACR2 only: 7 institutions– AACR2, other: 1 institutionAACR2, other: 1 institution

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Question 4Question 4

Which name authority file is your library Which name authority file is your library usingusing??– NAF(LC/NACO): 7 institutionsNAF(LC/NACO): 7 institutions– No name authority file used: 1 institutionNo name authority file used: 1 institution

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Question 5Question 5

Which Which subject authority file and/or thesaurus subject authority file and/or thesaurus is your library using? is your library using? – LCSH: 7 institutionsLCSH: 7 institutions– In-house file: 1 institutionIn-house file: 1 institution– No subject authority file/thesaurus used: 1 No subject authority file/thesaurus used: 1

institutioninstitution– Other: 1 institutionOther: 1 institution

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Question 5 (continued)Question 5 (continued)

By institutions:By institutions:– LCSH only: 6 institutionsLCSH only: 6 institutions– LCSH and In-house file: 1 institutionLCSH and In-house file: 1 institution– No subject file/thesaurus used, other: 1 No subject file/thesaurus used, other: 1

institution institution

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Question 6Question 6

Which job categories of employees prepare Which job categories of employees prepare metadata?metadata?– CJK catalogers not specifically appointed for processing CJK catalogers not specifically appointed for processing

of electronic resources: 6 institutionsof electronic resources: 6 institutions– Electronic resources catalogers not specifically Electronic resources catalogers not specifically

appointed for CJK languages: 1 institutionappointed for CJK languages: 1 institution– CJK digital library projects employees: 1 institutionCJK digital library projects employees: 1 institution– Digital library projects employees not specifically Digital library projects employees not specifically

appointed for CJK languages: 1 institutionappointed for CJK languages: 1 institution– Other (CJK general all purpose staff): 1 institutionOther (CJK general all purpose staff): 1 institution

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Question 6 (continued)Question 6 (continued)By institutions:By institutions:– CJK catalogers not specifically appointed for processing CJK catalogers not specifically appointed for processing

of electronic resources only: 4 institutionsof electronic resources only: 4 institutions– CJK catalogers not specifically appointed for processing CJK catalogers not specifically appointed for processing

of electronic resources and electronic resources of electronic resources and electronic resources catalogers not specifically appointed for CJK languages: catalogers not specifically appointed for CJK languages: 1 institution1 institution

– CJK catalogers not specifically appointed for processing CJK catalogers not specifically appointed for processing of electronic resources and digital library projects of electronic resources and digital library projects employees not specifically appointed for CJK employees not specifically appointed for CJK languages: 1 institutionlanguages: 1 institution

– CJK digital library projects employees only: 1 institutionCJK digital library projects employees only: 1 institution– CJK general all purpose staff only: 1 institutionCJK general all purpose staff only: 1 institution

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Question 7Question 7

Which professional/administrative levels of Which professional/administrative levels of employees prepare metadata?employees prepare metadata?– Professional-level managers: 6 institutionsProfessional-level managers: 6 institutions– Professional-level librarians: 4 institutionsProfessional-level librarians: 4 institutions– Para-professional-level staff members: 4 Para-professional-level staff members: 4

institutionsinstitutions– Library school student: 1 institutionLibrary school student: 1 institution

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Question 7 (continued)Question 7 (continued) By institutions:By institutions:

– Professional-level managers and para-Professional-level managers and para-professional-level staff members: 3 institutionsprofessional-level staff members: 3 institutions

– Professional-level managers only: 1 institution Professional-level managers only: 1 institution – Professional-level librarians only: 1 institutionProfessional-level librarians only: 1 institution– Professional-level manager and professional-Professional-level manager and professional-

level librarians: 1 institution level librarians: 1 institution – Professional-level managers, professional-level Professional-level managers, professional-level

librarians, and para-professional-level staff librarians, and para-professional-level staff members: 1 institution members: 1 institution

– Professional-level librarians and library school Professional-level librarians and library school students: 1 institutionstudents: 1 institution

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Question 8Question 8 Which cataloging system does your library Which cataloging system does your library

use ?use ?– OCLC CJK: 6 institutionsOCLC CJK: 6 institutions– Local systems: 2 institutionsLocal systems: 2 institutions– Connexion: 1 institutionConnexion: 1 institution– RLIN terminal for Windows: 1 institutionRLIN terminal for Windows: 1 institutionBy institutions:By institutions:– OCLC CJK only: 6 institutionsOCLC CJK only: 6 institutions– Local systems only: 1 institutionLocal systems only: 1 institution– Connexion, local systems, and RLIN: 1 institutionConnexion, local systems, and RLIN: 1 institution

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Question 9Question 9 Have your library employees attended any Have your library employees attended any

training programs for preparing metadata?training programs for preparing metadata?– No: 7 institutions No: 7 institutions – Yes: 5 institutionsYes: 5 institutions

ALA/ALCTS Metadata and AACR2 InstituteALA/ALCTS Metadata and AACR2 Institute SCCTP workshopsSCCTP workshops Workshops organized by local professional Workshops organized by local professional

organizationsorganizations In-house training sessions by resident specialistsIn-house training sessions by resident specialists OCLC Institute’s Online Library Learning series, OCLC Institute’s Online Library Learning series,

Cataloging Internet Resources Using MARC21 and Cataloging Internet Resources Using MARC21 and AACR2 AACR2

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Question 10Question 10

Is your library planning to create new or Is your library planning to create new or additional positions of specifically-additional positions of specifically-designated CJK metadata specialists?designated CJK metadata specialists?– No, it is unnecessary and/or unrealistic: 10 No, it is unnecessary and/or unrealistic: 10

institutionsinstitutions– No, but we will start planning: 2 institutions No, but we will start planning: 2 institutions

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Question 11Question 11 Do you have any concern about your library’s Do you have any concern about your library’s

preparation of metadata? preparation of metadata? – Yes: 12 individualsYes: 12 individuals

Employee training: 9 individualsEmployee training: 9 individuals Name authority control: 5 individualsName authority control: 5 individuals Subject authority control: 5 individualsSubject authority control: 5 individuals Staffing: 5 individualsStaffing: 5 individuals Metadata availability through shared bibliographic utility: 5 Metadata availability through shared bibliographic utility: 5

individualsindividuals Standards as to metadata schemata: 4 individualsStandards as to metadata schemata: 4 individuals Standards as to metadata content designation: 3 individualsStandards as to metadata content designation: 3 individuals Other: 4 individuals Other: 4 individuals

– No: 1 individualNo: 1 individual

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Question 12Question 12 Do you have any comment on preparation of Do you have any comment on preparation of

metadata?metadata?– Good moveGood move– Number of subscribed electronic resources is Number of subscribed electronic resources is

small/cataloging work is manageable small/cataloging work is manageable – More reliable records should be contributed to More reliable records should be contributed to

shared bibliographic utility databasesshared bibliographic utility databases– CJK capabilities desirable in ConnexionCJK capabilities desirable in Connexion– Different types of metadata should be explored, Different types of metadata should be explored,

e.g. for text, visual materials, arts, EADe.g. for text, visual materials, arts, EAD– Concern on archiving/maintenance of access Concern on archiving/maintenance of access

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Please send comments to Task Please send comments to Task Force members:Force members:

– Mikyung Kang Mikyung Kang mkang@library.ucla.edumkang@library.ucla.edu – Toshie Marra Toshie Marra tmarra@library.ucla.edutmarra@library.ucla.edu– Hideyuki Morimoto Hideyuki Morimoto hm2106@columbia.eduhm2106@columbia.edu– Zhijia Shen Zhijia Shen zjs2+@pitt.eduzjs2+@pitt.edu

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Thank you very much!Thank you very much!

Task Force on Metadata and Task Force on Metadata and Electronic ResourcesElectronic Resources