Governance / I-Cat Team Meeting: July 26, 2011

I-Cat Team Meeting: July 26, 2011

CARLI Office, Champaign

Members attending: Kristin Martin (UIC) - chair, Susan Gallagher (UIS), Dennis McGuire (COL), Lori Murphy (DPU) – by phone, Heather Parisi (DOM), Emily Prather-Rodgers (NCC), Cheryl Wegner (NBY), John Whisler (EIU)

Members absent: Catherine Suchy (JJC)

IUG liaison: Ted Schwitzner (ISU) – by phone

Staff attending: Cathy Salika (CARLI staff liaison), Casey Sutherlund, Jessica Gibson – by phone

Guest: Susan Singleton, CARLI Executive Director

Decisions

  • Minutes of the June 7th meeting were approved.
  • Minute-taking duties will rotate throughout the roster in alphabetical order with the chair exempt.
  • The team will meet monthly by conference call (dates to be determined) using Adobe connect for documents and phone for audio.  The team will primarily communicate through the listserv and wiki.
  • IRIS subcommittee will be on hold until further information on RDA is released, although ICAT will provide an updated version of the interim RDA recommendations.
  • ICAT will provide a document with guidance on the use of genre/form headings. 
  • The team will host  two to three webinars  in Fall and hold a Spring Forum (topics to be determined)
  • The meeting was adjourned at 2:40pm

Tasks Assigned

  • Kristin will contact Catherine Suchy to determine her availability for monthly conference calls and notify the team of the final schedule.
  • Emily will edit the language in the “ICAT Interim Recommendations for Managing RDA in I-Share”  to address the delay in the RDA implementation and add a link to the RDA report by the US Test committee
  • All team members should  revisit the RDA training information on the Wiki and make additions if possible.
  • Cheryl will confer with other catalogers at her institution to help determine if there are situations where the change to the new lcgft is more complicated.
  • Kristin will contact OCLC and edit the “LC Genre/Form Headings and What They Mean for I-Share Libraries” document.
  • Team members should test maintenance projects OC4 and OC14 and provide feedback to Casey by August 2nd.
  • Heather will gather information on the practicum program for students in the graduate school of library science at Dominican University.
  • Cathy will confirm the OPAC team is aware that I-Share libraries should continue to have the choice to display or hide content in the 856 field.
  • Casey will make the appropriate changes to existing CARLI documentation to remove references to Xenu.
  • Kristin will contact IACQ to determine if they are interested in a joint Spring forum.

Discussion

Susan Singleton Welcome
Susan Singleton welcomed the team and shared information on big picture projects CARLI is now focusing on such as: the eXtensible Catalog  (XC), purchase-on-demand print books, and consortially owned e-books.  CARLI will continue to manage shared back-end library system functions and is exploring additional front-end discovery options, including the eventual implementation of the XC. Jennifer Bowen from the University of Rochester may be able to provide a webinar to ICAT members of the Metadata Services Toolkit of the XC. At this time, CARLI is monitoring the development of commercially produced webscale discovery systems, but not intending to buy one for the consortium. I-Share will remain at its current size of 76 members, barring any emergencies. A purchase-on-demand print book option will be available to consortial members, with the University of Illinois at Urbana-Champaign serving as the processing agent for acquiring and providing books to library users within a 24-48 hour turnaround time. CARLI plans to issue an RFP for models for purchase-on-demand e-books this fall.
Susan was frustrated by the amount of links in I-Share for electronic resources that are only available to individual schools. She also announced the CARLI board has approved a recommendation to reduce collection duplication by suggesting a five copy maximum.  She is interested in having ICAT provide guidance for more standardized cataloging and display of electronic resources in the catalog.

Old Business

RDA Update
On behalf of IRIS, Emily provided an RDA update as she attended the RDA Update Forum at the ALA annual conference.  Implementation of RDA has been postponed until January 2013.  The focus over the next several months will be to rewrite the documentation into clear, concise language, beginning with a few chapters and testing the rewording before completing entire document.  By September 2011 an outline on how to develop stakeholders’ input should be completed, utilizing listserv and other communication tools. OCLC will start planning work with PCC for RDA, revising texts and providing examples. ALA publishing is making improvements to the RDA toolkit and has extended their special double-user offer for new subscriptions and renewals through August 2012.  It was agreed that ICAT and the IRIS subcommittee will not plan any RDA related webinars, etc., until closer to implementation date.

Genre/Form Headings
The team discussed the “LC Genre/Form Headings and What They Mean for I-Share Libraries” document drafted by Kristin.  The Cataloger’s toolkit cannot be used to update headings. Casey has tested the Global Data Change in Voyager 8 and it can be used to update the existing headings.    Casey will investigate queries to identify genre/form headings that need to be updated, but it will not be a high priority as the wording of headings has not changed.  Cheryl will inquire with the cartographic catalogers at her institution to help determine if there are situations where the change to the new lcgft is more complicated than simply flipping the coding.  Kristin will contact OCLC for description of how OCLC is handling the systematic clean-up.  Kristin will also update the LC Genre/Form Headings document.

Updates to “Suggested Priorities for Bibliographic, Holding, and Item Record Maintenance”
The team discussed the process of updates to “Suggested Priorities for Bibliographic, Holding, and Item Record Maintenance”.  It was agreed the process was working and will continue.  Casey described the current maintenance projects she recently completed, OC4 & OC14.  She would like ICAT to test the SQL and provide feedback by August 2nd.    Discussion on how libraries handle maintenance issues ensued.  As lack of staff time seemed to be the biggest reason for libraries not doing maintenance, Heather suggested using Graduate School of Library and Information Science students from Dominican University to help with the workload.  She will contact the Practicum advisor at Dominican University to obtain information about the practicum program and possible use of GSLIS students with I-Share maintenance projects.

IUG Response to CatER Recommendations
The team discussed the “IUG Responses to the Recommendations of the Cataloging Electronic Resources/Electronic Resources Display in the OPAC Task Force Final Report.”  Cathy will confirm the OPAC team is aware that I-Share libraries should continue to have the choice to display or hide content in the 856 field.  Casey will make the appropriate changes to existing CARLI documentation to remove references to Xenu, as the link checking software is no longer supported by CARLI.  ICAT will continue to provide training opportunities through webinars and workshops that focus on cataloging electronic resources, as well as provide support and training for loading batch records from vendors.

New Business

Forums
The team discussed several options for training opportunities and/or forums.  It was decided to plan a two to three webinars this Fall with a forum in the Spring.  Some webinar topics suggested were:

  • “I’ve got a problem, how do I fix it?” (Cathy, Emily & Kristin): this webinar would examine various problems and the tools available to perform clean-up (e.g., macros, MarcEdit, Strawn utilities)
  • “Do it the CARLI way, top ten things we all should be doing at our libraries” (Casey): this webinar could serve as a basic introduction for new CARLI members and a refresher for more seasoned members, going over documentation and information useful to catalogers. Casey will consider whether there is a member library who could team up with her to do the presentation.
  • Cataloging an e-journal (Kristin): this webinar would go step-by-step through the CatER flowchart on how to catalog an e-journal individually, and help fulfill the need for training pointed out by CatER and IUG.
  • Webinar particulars and dates will be discussed at the next meeting.  Kristin suggested a joint Spring Forum with IACQ on a day in the life of an e-book.  She will contact IACQ to determine if they are interested in a joint forum before further discussion.  A joint meeting with IACQ to plan this event may be necessary.

Respectively submitted,
Heather Parisi