Background Notes for Developing the Clearinghouse

Introduction

These are my notes for developing the CAME clearinghouse; this is a first draft and feedback on both the Workplan and Proof of Concept will be much appreciated. Points to pay special attention to:
  • Acronym or name for the clearinghouse - Is CAME too lame? :)
  • Comments on the structure of the clearinghouse
  • Comments on category labels
  • Know a good resource? Please send it to me (asc@u.arizona.edu)

    Thanks for your support and help!

    Cataloging and Metadata Topics of Interest (not an exhaustive list but picked from the ALCTS report Levels of Expertise):

    1. Definitions of cataloging, descriptive cataloging, access points, authority control, subject analysis, controlled vocabulary (including subject headings and classification), and effects of controlled vocabularies on searching.
    2. Definitions, types and functions of cataloging and metadata
      • What is a bibliographic record? Examples of bibliographic record. What is a metadata record? Examples of a metadata record.
    3. History of Anglo-American cataloging
    4. Principles of cataloging
    5. Practice of cataloging - how to use MARC or bibliogrpahic utilities
    6. OPACs
    7. National Union Catalogs
    8. Bibliographies - what are they? history
    9. Library system vendors
    10. Standards of cataloging and metadata (for example: AACR2R, MARC, DC, Z39.2, APPM, GILS, FGDC, VRA, EAD, TEI, ISBD)
    11. Guides and documentation for the use of tools such LCSH, Web Dewey, Class Web, Cataloger's Desktop, UDC,
    12. Well known metadata projects: ROADS, CORC, Nordic Metadata Project
    13. Markup languages (HTML, SGML, XML)

    Type/Form of Resource (not an exhaustive list but picked from a few experts' websites; an asterisk indicates some of what I actually found):

    Sample items and descriptions:

    Sample: Activity

    Type of Resource: Activity
    Author: Allyson Carlyle
    Title: Cataloging Exercises for UW iSchool Beginning Cataloging Course
    Location/Identifier: http://www.ischool.washington.edu/acarlyle/courses/catex.htm
    Description: A collection of exercises (5) and answers with not completely real title pages - they are based on actual documents, but the exercise title pages & information have been changed to create bibliographic ghosts (non-existent documents).
    Rights:
    Copyright: 2004 Carlyle
    Access: Freely available
    Date of creation and last modification: N/A (unknown)
    Format of Resource: Text/html (but the individual exercises and answers are in Microsoft Word)
    Educational Level: Level I CAME
    Subject: TBD

    Sample: Activity

    Type of Resource: Activity
    Author: Allyson Carlyle
    Title: Exercise 1: "Library Trustee" Introduction to Descriptive Cataloging.
    Location/Identifier: URL: http://www.ischool.washington.edu/acarlyle/courses/CarlyleExercisel.doc
    Description: This is a single page MS Word file that shows the title page of a book, "Library Trustee". It can be used for teaching cataloging using a monographic workform and AACR2R descriptive rules.
    Rights:
    Copyright: 2004 Carlyle (email: acarlyle@u.washington.edu)
    Access: Freely available.
    Date of creation and last modification: N/A (unknown)
    Format of Resource: Microsoft Word
    Educational Level: CAME Level I
    Subject: TBD

    Sample: Activity

    Type of Resource: Activity
    Author: Allyson Carlyle
    Title: Exercise 1 Answer: Possible Cataloging of "Library Trustee".
    Location/Identifier: URL: http://www.ischool.washington.edu/acarlyle/courses/CarlyleExercise1ans.doc
    Description: This is a two page MS Word file that shows the monographic workform for the book "Library Trustee" with the cataloging done. It can be used for teaching cataloging using a monographic workform and AACR2R descriptive rules. The second page explains the codes and tags used on the workform.
    Rights:
    Copyright: 2004 Carlyle
    Access: Freely available.
    Date of creation and last modification: N/A (unknown)
    Format of Resource: Microsoft Word
    Educational Level:
    Subject:

    Sample: Documentation

    Type of Resource: Documentation
    Author: None
    Title: OCLC Bibliographic Formats and Standards
    Location/Identifier: URL: http://www.oclc.org/bibformats/default.htm
    Description: this site is a guide to bibliographic information on records in WorldCat. It provides tagging conventions, input standards and guidelines for entering information. This can be used for teaching use of OCLC MARC.
    Rights:
    Copyright: 2003 OCLC Online Computer Library Center
    Access: Freely available.
    Date of creation: N/A (unknown)
    Date of last modification: November 2003.
    Format of Resource:
    Educational Level:
    Subject:

    Sample: Ejournal article

    Type of Resource: Ejournal article
    Author: Erik Duval, Wayne Hodgins, Stuart Sutton, and Stuart Weibel
    Title: Metadata Principles and Practices
    Location/Identifier: URL: http://www.dlib.org/dlib/april02/weibel/04weibel.html
    Description: Review article by Stuart Weibel, D-Lib Magazine, 8(4).
    Rights:
    Copyright: 2002 Erik Duval, Wayne Hodgins, Stuart Sutton, and Stuart L. Weibel
    Access: Freely available.
    Date of creation: N/A (unknown)
    Date of last modification: 4/2002
    Format of Resource: html
    Educational Level:
    Subject

    Sample: Presentation

    Type of Resource: Presentation
    Author: Taylor, Arlene
    Title: Cataloging: Ticket to the Past, the Present, and the Future
    Location/Identifier: URL: http://slisweb.sjsu.edu/Institute/Taylor/index.html
    Description: It presents a brief history and busts (based on a modest study) four misconceptions about traditional cataloging: print materials will disappear, libraries don't need cataloging, cataloging with AACR2 is too detailed, and subject headings aren't needed. AACR2 is based on basic principles of description and access and these will be still around in the information age.
    Rights:
    Copyright: 2000 Arlene G. Taylor
    Access: Freely available.
    Date of creation and last modification: N/A (unknown)
    Format of Resource: PowerPoint
    Educational Level:
    Subject

    Sample: Unit of instruction

    Type of Resource: Units of Instruction
    Author: Miller, Steve J.
    Title: Library of Congress, SCCTP training materials: Integrating Resources Cataloging Workshop
    Location/Identifier: URL: http://lcweb.loc.gov/cds/training.html#ircw
    Description: The course is based on the revised chapters 9 and 12 of AACR2 and covers all integrating resources, with an emphasis on electronic resources. Package includes PowerPoint presentation files, Portable Document Format (PDF) files for the Instructor's and Trainee manuals, and cover art for manual binders. This can be used as training tools to teach cataloging of electronic serials.
    Rights:
    Copyright: 2003 United State Library of Congress
    Access: Freely available.
    Date of creation: N/A (unknown)
    Date of last modification: 6/17/04
    Format of Resource: html
    Educational Level:
    Subject

    Experts Websites

    Here is a list of the experts and websites I briefly analyzed.
    1. People
      • Steve Miller - http://www.uwm.edu/~mll/resource.html
      • Allyson Carlyle - http://www.ischool.washington.edu/acarlyle/courses/catex.htm
      • Arlene Taylor - http://www.pitt.edu/~agtaylor/
      • Candy Schwartz - http://web.simmons.edu/~schwartz/
      • Ingrid Hsieh-Yee - http://slis.cua.edu/ihy/home.htm
      • Anita Coleman - http://radio.weblogs.com/0109575/stories/2003/01/17/toolbox.html
    2. Curriculum/syllabi of cataloging courses on the WWW
      • http://eagle.clarion.edu/~faculty/jmaccaferri/ls502syl043CS.htm
      • http://hypatia.slis.hawaii.edu/~osborne/605/605syl.pdf
      • A complete list of LIS schools can be found at OCLC: http://lis.oclc.org/learning/schools/index.htm (not used)
    3. Some resources at bibliographic utilities and library system vendors:
      • OCLC - (look through documentation and training guides/materials)
      • RLIN - (look through documentation and training guides)
    4. Andrew Osborne maintains a list of vendors: http://libinfo.com/vendors-systems.html (lots of documentation and training guides)

    Created by Anita Coleman for the Web Clearinghouse ALCTS/LOC taskforce
    08/30/04