University of California
SOPAG Electronic Resources Cataloging Task Force


April 6, 1999

Introduction
Executive Summary of Recommendations
Report and Discussion of Recommendations
California Digital Library Cataloging Guidelines

Appendices
    Guidelines for Recording Holdings
     Survey on Distribution of CDL Catalog Records
     Metadata Map Between the CDL Directory and MARC Records
     CDL Technical Documents 
           Local Data Requirements for CDL-T Processing
           Record Distribution
           CDL-T Processing and Display Guidelines
     Cost Factors and Estimates   ** MS Word documents
           CCA/Cataloging and Record Distribution Cost Factors **
           CDL/T Record Processing and Distribution Cost Factors
           Campus CCA/CDL Record Receipt and Processing Cost Factors**    
           CCA Cataloging and Record Distribution Cost Estimate, 1999/2000**
           CCA/CDL Campus Cataloging and Record Distribution Cost Estimate**
           Campus Cost Estimate to Catalog Titles**
     Cost Factors and Estimates   1 MS Excel worksheet
     Separate Records: the Minority View


Charge
The Report of the Task Force on Electronic Resources (TFER), commissioned by the UC Heads of Technical Services (HOTS) was sent to the Systemwide Operations and Planning Action Group (SOPAG) in spring 1998. SOPAG accepted the cataloging recommendations included in the report and decided: 
 
  • The cataloging recommendations should be broadened to include all electronic resources (internet-based) and rewritten as guidelines to be used by all UC libraries. 
  • It is desirable to designate one campus or cataloging agency to be the central cataloging site for all electronic resources acquired via the CDL. 
  • It is desirable to develop mechanisms and a cost model to facilitate sharing of cataloging produced by the central cataloging site with the other UC libraries. 

To these ends, SOPAG has appointed a task force with the following charge: 
 
 

Charge to the Electronic Resources Cataloging Task Force 

1.  Using the TFER Report as a foundation, write guidelines for the cataloging of internet resources to be used by all University of  California libraries and non-UC contributors to the MELVYL catalog and  periodical databases. Address the following in the guidelines: 
 

  • The degree of desired integration with comparable materials in other formats, e.g. specifically whether it is desirable to use a single record approach for all or selected formats. 
  • Consistency of presentation of information, e.g., encoding of holdings data. 
  • Inclusion of data in the bibliographic record that will aid in identifying and retrieving electronic resources available within a particular discipline outside of the catalog and periodical database, e.g., proposed CDL Directory. 

2.  In writing guidelines, take into account the local system functionality and how this can influence each campus' ability to follow guidelines. 

Consult with Catalog Dept. Heads and Library Systems staff on each UC campus, as necessary. Take into account MELVYL WEB functionality and how this will influence display of bibliographic and holdings information. 

Complete guidelines and submit to SOPAG by February 15, 1999 

3.  Investigate and develop mechanisms for the sharing of bibliographic records produced by a central cataloging site with all UC campuses for inclusion in their local online public catalogs. These may include but are not limited to; batch loading of records, cut-and-paste of selected fields, development of an ftp site from which library can acquire load files from the central cataloging site. Address the following in the development of sharing mechanisms: 
 

  • Desired linkage between the CDL acquisitions unit and each local cataloging unit to communicate about newly acquired resources.
  • Creation of load programs for MELVYL catalog and periodical databases. 
  • Determination of export content, format and frequencies.

Complete investigation of shared cataloging mechanisms and present options to SOPAG by March 1, 1999. 

4. Identify costs associated with cataloging and record sharing. Develop cost and compensation models for sharing bibliographic data. 

Complete cost analysis and suggest funding models by March 1, 1999. 

Although TFER recommended changes in the display of holdings information in MELVYL for internet resources, the MELVYL architecture is likely to change. Rather than ask you to endorse the TFER display recommendations or to develop new ones, CDL staff under Laine Farley's direction will identify display change options, and Laine Farley will consult broadly with appropriate public services staff to review the proposed displays of electronic holdings. 


Members
Pat French 
(530) 752-2600 
Serials Cataloger 
psfrench@ucdavis.edu
UCD (Co-chair) 
Lynne Hayman 
Head, Cataloging and Acquisitions Services 
(805) 893-2866 
hayman@ariz.library.ucsb.edu
UCSB (Co-chair)
Crystal Graham 
(619) 534-1283 
Head, Digital Information & Serials Cataloging 
cgraham@ucsd.edu
UCSD  
Carol Hixson 
(310) 825-2901 
Head, Cataloging Dept. 
chixson@library.ucla.edu
UCLA  
Bob Alan 
(530) 752-0598 
Head, Cataloging, Serials and Preservations Depts. 
ralan@ucdavis.edu
UCD (HOTS Representative)
Rebecca Doherty 
Programmer / Analyst 
(510) 987-0569 
rebecca.doherty@ucop.edu
CDL - 
Technologies
(CDL liaison)
 

Minutes

Background documents 
Task Force on Electronic Resrouces wepage and final report, March 25, 1998.

Cataloging Electronic Resources: OCLC-MARC Coding Guidelines / Richard Greene. Available online: 
http://www.oclc.org/oclc/bit/212/feb98.html#Cataloging_Electronic_Resources

Cataloging Internet Resources: a Manual and Practical Guide / edited by Nancy B. Olson. 2nd ed. Dublin, Ohio: OCLC, 1997.  Available on the Web at: 
http://www.purl.org/oclc/cataloging-Internet

CONSER Cataloging Manual. Module 31, Remote Accss Computer File Serials / prepared by Melissa Beck with the assistance of Bill Anderson, Les Hawkins, and Regina Reynolds. Rev. 10/31/97. Washington, D.C. : Library of Congress, Cataloging Distribution Service, 1997. Available on the Web at: 
http://lcweb.loc.gov/acq/conser/module31.html

CONSER Cataloging Manual. Module 33.18, Electronic Newspapers / by Margaret Mering, Corinne Jacox, Beth Jedlicka with contributions and editing by Bill Anderson. Rev. 11/97. Washington, D.C. : Library of Congress, Cataloging Distribution Service, 1997. Also available on the Web at: 
http://lcweb.loc.gov/acq/conser/enewsppr.html

GPO Cataloging Guidelines. Computer Files, No. 1A (Remotely Accessible Files). Available on the Web at: 
http://www.access.gpo.gov/su_docs/dpos/cgcomp01.html

Guidelines for the Use of Field 856 / prepared by the Library of Congress, Network Development and MARC Standards Office. Rev. Aug. 1997. Available on the Web at: 
http://lcweb.loc.gov/marc/856guide.html

ISBD (ER) : International Standard Bibliographic Description for Electronic Resources. (Projected for Fall 1997 publication by G.K. Saur). 

Library of Congress Draft Interim Guidelines for Cataloging Electronic Resources. Jan. 1998. Available on the Web at: 
http://lcweb.loc.gov/catdir/cpso/elec_res.html

"Library of Congress Table of Contents Projects" / David Williamson.  Available on the Web at: http://tpot.ucsd.edu/Cataloging/Formats/lctoc2.html

MARC Advisory Committee. Proposal no. 97-3R. Redefinition of code"m" (Computer file) in Leader/06 in the USMARC Bibliographic Format. Available on the Web at: 
gopher://marvel.loc.gov:70/00/.listarch/usmarc/97-3r.doc

Standard for University of California Electronic Government Documents / prepared by Becky Ringler. Revised March 27, 1997. Available on the Web at: 
http://tpot.ucsd.edu/Cataloging/Branches/ucgpo.html

GPO Summary of Electronic Resource Cataloging Policy / U.S. Government Printing Office, Oct. 11,1998. Available on the Web at: 
http://tpot.ucsd.edu/Cataloging/Formats/gpomemo.html

Guidelines for cataloging VIVA electronic collections VIVA (Virtual Library of Virginia). Available on the Web at: 
http://viva.lib.virginia.edu/%7Eejs7y/vivacat/guidelines.html

OCLC guidelines on the choice of Type and BLvl for electronic resources. Available on the Web at: 
http://www.oclc.org/oclc/cataloging/type.html

Use of fixed fields 006/007/008 and leader codes in CONSER records for LC Web. Available on the Web at: 
http://lcweb.loc.gov/acq/conser/ffuse.html

Guidelines for distinguishing cartographic materials on computer file cariers (Jan. 1988) Library of Congress. Available on the Web at: 
http://lcweb.loc.gov/marc/cfmap.html




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