LIS 606: Advanced CatalogingCourse
Syllabus: Spring 2015
|
Instructor:
Michael
A. Chopey, M.A., M.S.LIS
Office:
Office telephone: 956-2753
E-mail address: chopey@hawaii.edu
Course
Web site: www2.hawaii.edu/~chopey/lis606.pdf
Office hours:
Monday-Friday, 10:00 a.m.-6:00 p.m., by appointment
(Note:
If you need accommodations because of the impact of a disability, please 1)
contact the Kokua Program (V/T) at 956-7511 or
956-7612 in room 013 of the QLSS; and 2) speak with me privately to discuss
your specific needs. I will be happy to work with you and the KOKUA Program to
meet your access needs related to your disability.)
Building on cataloging principles and rules taught in LIS 605, LIS 606 introduces students to the rules, principles, and practices of authority control in library catalogs, reference structure, choice of access points in the bibliographic record, form of access points, MARC authority record construction, cataloging of various non-book formats including electronic formats, and cataloging of continuing resources. Continues (from 605) the study of Functional Requirements of Bibliographic Records (FRBR), descriptive cataloging using RDA (Resource Description & Access), MARC bibliographic format, Library of Congress Subject Headings (LCSH), and Library of Congress Classification (LCC).
Class meetings will consist of lecture and discussion format and some in-class exercises using online bibliographic tools and utilities. Students will be expected to complete reading assignments and exercises prior to each class meeting. Homework assignments will require the use of OCLC’s Connexion® cataloging client or web-based Connexion browser. The Connexion client can be downloaded free of charge to your home computer or any other PC running Windows. Download instructions will be distributed in class.
This
course addresses the following student learning outcomes:
SLO
1a) Apply LIS theory and principles to diverse information contexts
SLO
1c) Develop and apply critical thinking skills in preparation for professional
practice
SLO
3a) Demonstrate understanding of the processes by which information is created,
evaluated, and disseminated.
SLO
3b) Organize, create, archive and manage collections of information resources
following professional standards.
SLO 3c)
Search, retrieve and synthesize information from a variety of systems and
sources.
SLO
4b) Integrate emerging technologies into professional practice.
All
students in this class are expected to become familiar with and adhere to the
professional expectations posted at: http://www.hawaii.edu/lis/students/professional-expectations-notice/
During class discussions, please be polite to your fellow students by closing your laptops and putting away your portable devices.
At
the end of the course the student should be able to:
·
Understand
the nature of works, expressions, manifestations, and items in the FRBR
conceptual model.
·
Apply
the descriptive cataloging rules in RDA
(Resource Description & Access) and the Library of Congress/Program for Cooperative Cataloging Policy
Statements (LC-PCC PS) to a resource in any
physical format and of any form of issuance.
·
Using
the OCLC Connexion® client or browser, create a
MARC bibliographic record for a resource in any physical format and of any form
of issuance.
·
Using
the OCLC Connexion® client or browser, create a
MARC authority record for a personal name, corporate body name, or conference
name.
·
Determine
and properly format access points in bibliographic records
·
Conduct
authority research
·
Properly
construct and format headings and references in authority records
·
Assign
and properly construct Library of Congress Subject Headings subject strings
according to the rules in Subject
Headings Manual (SHM)
·
Classify
library resources using the Library of Congress Classification scheme.
·
Understand
the benefits and challenges of shared cataloging.
LIS 605
Class meetings will consist of lecture and discussion format and occasional in-class exercises using online bibliographic tools and utilities.
Students will be expected to complete reading assignments and exercises prior to each class meeting.
Assignments will be posted on the online class syllabus one week before they are due.
Most homework assignments will require the use of OCLC’s Connexion® cataloging client or browser and access to RDA Toolkit. Access instructions for RDA Toolkit will be provided during the first class session.
Furrie, Betty. Understanding
MARC bibliographic: machine-readable cataloging. 7th ed.
Library of Congress.
Cataloging Policy and Support Office. Descriptive
cataloging manual. Z1, Name and series authority records. Washington, D.C.:
Cataloging Distribution Service, Library of Congress, 1993- Freely available
via WWW at http://www.loc.gov/catdir/cpso/dcmz1.pdf
Library of Congress. Network
Development and MARC Standards Office. Understanding MARC authority records:
machine-readable cataloging.
OCLC bibliographic formats
and standards. Freely available via WWW at http://www.oclc.org/bibformats/en/
MARC bibliographic format.
Freely available via WWW at http://www.loc.gov/marc/bibliographic/ecbdhome.html
OCLC authorities userguide. Freely available via WWW at http://www.oclc.org/support/documentation/worldcat/authorities/authformat/default.htm
MARC authority format. Freely
available via WWW at http://www.loc.gov/marc/authority/
Selected subdivisions
lists and instruction sheets from Subject Headings Manual (SHM) (provided
via WWW by instructor)
Total 100 pts.
98-100=A+ 93-97=A 91-92=A- 89-90=B+ 85-88=B 83-84=B- 81-82=C+ 77-80=C 75-76=C-
A missed class (with or
without excuse) will result in the loss of one letter grade (e.g., A to A-, A-
to B+). More than one missed class
may result in a grade of Incomplete (I).
In
order to complete the required assignments for this class, students will need
access to the following outside of class time:
|
SESSION |
LECTURE AND DISCUSSION TOPICS;
HANDOUTS |
|
ASSIGNMENTS DUE |
|
January
15–session 1 |
Lecture: cataloging and technical services; cataloging workflows at UHM; bibliographic utilities; cooperative cataloging; the ILS; catalog records and the ILS; recent trends in cataloging and technical services; the future of cataloging. Tour of UHM Cataloging Dept. Handouts:
Posted
on WWW: Instructions for accessing
RDA Toolkit |
None. |
None. |
|
January 22—session 2 |
Discussion: Assignment 1; MARC21 bibliographic format; RDA rules for description and access; earlier cataloging rules; LCC; LCSH Lecture: FRBR; WEMI; preview of Assignment 2 Posted on WWW: MARC21
Bibliographic in Voyager and OCLC WEMI diagrams (Hamlet) · Works |
·
Furrie, Betty.
Understanding MARC bibliographic :
Machine-readable Cataloging. 7th
ed. ·
Barbara Tillett. What
is FRBR? A Conceptual Model for the Bibliographic Universe (
Distribution Service, 2004), http://www.loc.gov/cds/downloads/FRBR.PDF ·
Carlyle,
Allyson. “Understanding FRBR as a conceptual
model: FRBR and the bibliographic universe,” Library Resources &
Technical Services, v. 50, no. 4 (October 2006), p. 264-273.
Available at: http://www.ala.org/ala/mgrps/divs/alcts/resources/lrts/archive/50n4.pdf |
Assignment 1: AACR/RDA/ MARC bibliographic |
|
January
29—session 3 |
Discussion: Assignment 2; FRBR; WEMI Lecture: preview of Assignment 3; authority work; authority records and authority files; authority control and WebPAC; authorized and variant access points in RDA/MARC authority format; personal name and corporate body NARs Handouts: Name authority record and OPAC display
examples Posted on WWW: |
·
International
Federation of Library Associations and Institutions. Functional
Requirements for Bibliographic Records. Available via WWW at: http://www.ifla.org/files/assets/cataloguing/frbr/frbr_2008.pdf
, pages 13-14, 17-24, 29-30, 55-58, 61-78. ·
Library
of Congress. Network Development and MARC Standards Office. Understanding
MARC authority records: machine-readable cataloging. |
Assignment 2: WEMI diagram |
|
February 5—session 4 |
Discussion: Assignment 3; personal name and corporate body NARs; preferred name; access points for persons and corporate bodies in bibliographic records. Lecture: access points representing persons and corporate bodies; constructing AAPs for persons and corporate bodies; variant access points for persons and corporate bodies; preview of assignment 4 Handouts: |
·
Using
the RDA Toolkit:
http://www.loc.gov/aba/rda/pdf/ToolkitCourse.pdf ·
RDA
chapter 8 and associated LC-PCC PSes ·
RDA
9.2 and associated LC-PCC PSes ·
RDA
9.5 through 9.16 and associated LC-PCC PSes ·
RDA chapter 11 and associated LC-PCC PSes ·
Library
of Congress. Network Development and MARC Standards Office. Understanding
MARC authority records: machine-readable cataloging. Washington, DC: Library of Congress,
Cataloging Distribution Service, c2004.
Available at: http://www.loc.gov/marc/uma/index.html ·
OCLC
authorities userguide. Freely
available via WWW at http://www.oclc.org/support/documentation/worldcat/authorities/authformat/default.htm ·
MARC
bibliographic format. Freely available via WWW at http://www.loc.gov/marc/authority/ Optional reading: ·
Maxwell,
pp 199-221; 251-259; 271-288; 321-352; 374-402 |
Assignment 3: RDA/MARC name authorities |
|
February 12—session 5 |
Discussion: Assignment 4; form of name for persons and corporate bodies. Lecture: access points representing works and expressions; constructing authorized access points (AAPs) for works and expressions; preview of assignment 5. Handouts: Posted on WWW: Constructing authorized access points (AAPs) for works and expressions |
·
RDA
9.0 through 9.4 and associated LC-PCC PSes ·
RDA chapter 11 and associated LC-PCC PSesRDA appendix F and associated LC/PCC-PSes (skim) ·
Descriptive cataloging
manual, Z1. Name and series authority records (DCM:Z1) Optional reading: ·
Maxwell,
pp 222-251; 259-275; 327-331; 334-389; 393-398 |
Assignment 4: Constructing access points for persons and corporate bodies |
|
February 19—session 6 |
Discussion: Assignment 5; constructing authorized access points (AAPs) for works and expressions. Lecture: using access points in bibliographic records to represent works and expressions; expressing WEMI relationships in MARC bibliographic format; authority records for works and expressions; preview of assignment 6. Posted on WWW: |
· Handout: Constructing authorized access points (AAPs) for works and expressions · RDA 6.0 through 6.6 and associated LC/PCC-PSes · RDA 6.27.1 and associated LC/PCC-PSes · RDA 19.1-19.2 and associated LC/PCC-PSes Optional reading: · Maxwell, pp 430-438; 440-469; 474-479; 343-355 |
Assignment 5: Constructing authorized access points (AAPs) for works and expressions. |
|
February 26—session 7 |
Discussion: Assignment 6; expressing WEMI relationships in MARC bibliographic format. Lecture: LCSH and bibliographic 6XX coding; subject headings and subdivisions; subject string syntax; Topic-Place-Chronology-Form; genre and form headings/subdivisions; using SHM; preview of assignment 7 Handouts: Subject authority record examples Lecture slides: Geographic subdivision in LCSH subject heading strings Selected slides from ALCTS/PCC Basic LCSH workshop Posted on WWW: Subject authority record
guide |
· Handout: Constructing authorized access points (AAPs) for works and expressions · Handout: Expressing WEMI relationships in MARC bibliographic format · RDA Appendix I · RDA Appendix J Optional reading: · Maxwell, pp 591-626; 633-668 |
Assignment 6: Expressing WEMI relationships in MARC bibliographic format |
|
March 5—session 8 |
Discussion: Assignment 7; LCSH and bibliographic 6XX coding; subject headings and subdivisions; subject string syntax; genre and form headings/subdivisions. Lecture: Constructing LCSH strings; preview of assignment 8. |
Required reading: Handout: How To Assign LCSH Handout: Subject authority record guide Handout: Geographic subdivision in LCSH subject heading strings (lecture slides) Subject Headings Manual (SHM): Recommended reading: ALCTS/PCC Basic LCSH workshop slides (Powerpoint) |
Assignment 7: Subject cataloging I |
|
March 12—session 9 |
Discussion: Assignment 8; constructing LCSH strings Lecture: RDA principles and general rules; descriptive
cataloging rules in RDA; identifying and recording
attributes of manifestations; describing carriers; general rules for
transcription; ISBD presentation preview of assignment 9. Posted on WWW: Original Cataloging
Process: Description and Access General Rules for Transcription in RDA Describing manifestations: books, pamphlets, printed sheets |
Subject Headings Manual (SHM) : · All instruction sheets applicable to Assignment 8 |
Assignment 8: Subject cataloging II |
|
March 19—session 10
|
Discussion: Assignment 9; recording attributes of manifestations; describing carriers Lecture: Original Cataloging Process: Description and Access: Description and Access; printed textual materials cataloging; published materials vs. manuscript materials; preview of assignment 10. Posted on WWW: Original Cataloging
Process: Description and Access General Rules for Transcription in RDA Describing manifestations: books, pamphlets, printed sheets |
RDA
chapter 1 and associated LC-PCC PSes (skim) RDA
chapter 2 and associated LC-PCC PSes (skim) RDA
chapter 3 and associated LC-PCC PSes (skim) RDA
appendices A through D and associated LC-PCC PSes
(skim) Original Cataloging
Process: Description and Access General Rules for Transcription in RDA Describing manifestations: books, pamphlets, printed sheets ISBD Punctuation guidelines and examples Physical description of
printed texts Optional
reading: ·
Maxwell, pp 27-41; 51-185 |
Assignment 9: Bibliographic description |
|
March 26—Spring Recess |
NO CLASS |
|
|
|
April 2—session 11 |
Discussion: Assignment
10; Original Cataloging Process: Description and
Access: Description and Access ; printed
textual materials cataloging; general rules for
transcription; ISBD presentation. Lecture: cartographic materials cataloging; preview of assignment 11. Handouts: |
Original Cataloging
Process: Description and Access Optional
reading: Maxwell, pp 683-696; 711-724 |
Assignment 10: Published textual monographs |
|
April 9—session 12 |
Discussion: Assignment 11; cartographic materials cataloging Lecture: Cataloging videorecordings; form and genre headings; preview of assignment 12. Posted on WWW: Handouts: |
Original Cataloging
Process: Description and Access Handout: Cartographic materials template and guidelines Optional
reading: Maxwell, pp 697-710 |
Assignment 11: Cartographic materials |
|
April 16—session 13 |
Discussion: Assignment 12; cataloging videorecordings; form and genre headings. Lecture: Serials control; serials cataloging; cataloging remote electronic resources; integrating vs. continuing resources; cataloging electronic serials; preview of assignment 13. Posted on WWW: Handouts: |
Original Cataloging Process: Description and Access Handout: Videorecordings template Best Practices
for Cataloging DVD-Video and Blu-ray Discs Using RDA and MARC21 Optional
reading: Maxwell, pp 757-774 |
Assignment 12: Videorecordings |
|
April 23—session 14 |
Discussion: Assignment 13; cataloging electronic serials. |
Read: CCM Module
31 Remote Access Electronic Serials (Revised 2013 for RDA) Skim and refer to as needed for
assignment 13: CONSER
Cataloging Manual CCM
Module
3: Preferred source and other sources of information Module
4: Persons, families, and corporate bodies associated with a work (Fields
100-111 and 700-711) Module
5: Authorized access points for serial works and expressions Module
7: Additional authorized access points and variant access points for the
title (Fields 245, 246, and 730/740/700-711) Module
8: Numbering (Fields 362, 515, 588) Module
10: Publication, distribution, etc. Module
14: Linking relationships (Fields 765-787, 580) Module
15: Subject headings (6XX) Module
16: When to create a new description Module
31: Remote access electronic serials (Online serials) Optional
reading: Maxwell, pp 803-820; 835-852 |
Electronic serials |
|
April 30—session 15 |
Student presentations on topics of current interest in cataloging |
None. |
BIBFRAME (Soledad) Discovery layers (Andrea) VIAF (Ellie) F.A.S.T (Monica) Metadata in Institutional Repositories (Thumy) Libraries and linked data (Matthew) |
ALA-LC romanization tables: http://www.loc.gov/catdir/cpso/roman.html
The Joint Steering Committee
for Development of RDA (JSC) homepage: http://www.rda-jsc.org/
Library of Congress’s Catalogers Learning Workshop (CLW) training
materials: http://www.loc.gov/catworkshop/
American Library
Association, Subcommittee on the Revision of the Guidelines on Subject
Access to Individual Works of Fiction. Guidelines on Subject Access to
Individual Works of Fiction, Drama, Etc. 2d ed.
Carlyle, Allyson.
“Understanding FRBR as a conceptual model: FRBR and the bibliographic
universe,” Library Resources & Technical Services, v.
50, no. 4 (October 2006), p. 264-273. Available at: http://www.ala.org/ala/mgrps/divs/alcts/resources/lrts/archive/50n4.pdf
Chan, Lois Mai and Edward T. O’Neill. FAST: Faceted Application of Subject Terminology : principles and applications. Santa Barbara, Calif.: Libraries Unlimited, 2010.
Chan, Lois Mai. A
Guide to the Library of Congress Classification. 5th ed.
Chan, Lois Mai. Library of Congress subject headings:principles and
application. 4th ed. Westport, Conn.: Libraries Unlimited, 2005.
Chopey, Michael A.
“Planning and Implementing a Metadata-driven Digital Repository." Cataloging & Classification Quarterly,
vol. 40, nos. 3-4 (2005), 255-287.
Simultaneously published in Metadata: a cataloger's primer, ed. Richard P.
Smiraglia.
Chopey, Michael A.
“ONIX and Libraries.” In Knowledge
without Boundaries, ed. Michael A. Chopey.
Chopey, Michael A., ed. Knowledge without Boundaries: Organizing
Information for the Future. ALCTS Papers on Library Technical Services and
Collections 12.
Clack, Doris Hargrett. Authority Control: Principles, Applications,
and Instructions.
Cundiff, Morgan V. “An Introduction to the Metadata Encoding and Transmission Standard (METS).” Library Hi Tech, 22:1 (2004), 52-64. Available via WWW at: http://dx.doi.org/10.1108/07378830410524495
Danskin, Alan & Ann Chapman. “Bibliographic
records in the computer age,” Library & Information Update,
v. 2, no. 9 (September 2003), p. 42-43. Available at: http://opus.bath.ac.uk/11321/
Furrie, Betty. Understanding
MARC bibliographic : Machine-readable Cataloging. 7th ed.
The Future of
Cataloging: Insights from the Lubetzky Symposium:
April 18, 1998,
Hayes, Susan M. "Enhanced Catalog Access to Fiction: A Preliminary Study." Library Resources and Technical Services 36, no. 4 (1992): p. 441-59.
Hayes, Susan M. "Use of
Popular and Literary Criticism in Providing Subject Access to Imaginative
Literature," Cataloging &
Classification Quarterly, v. 32, issue 4 (2002), p. 71 – 97.
International Federation of Library Associations and Institutions. Functional Requirements for Bibliographic Records. Available via WWW at: http://www.ifla.org/files/assets/cataloguing/frbr/frbr_2008.pdf
Knowlton, Steven A. “Three Decades Since Prejudices and Antipathies: A Study of Changes in the Library of Congress Subject Headings.” Cataloging & Classification Quarterly 40:2 (2005), 123-145.
Kudo, Yoko. "A Study of Romanization Practice for Japanese Language Titles in OCLC WorldCat Records." Cataloging & Classification Quarterly 48:4 (2010), 279-302. Available online to UHM users: http://dx.doi.org/10.1080/01639370903338352
Kudo, Yoko. "Modified Hepburn Romanization System in Japanese Language Cataloging: Where to Look, What to Follow." Cataloging & Classification Quarterly 49:2 (2011), 97-120. Available online to UHM users: http://dx.doi.org/10.1080/01639374.2011.536751
Library of Congress. Cataloging Policy and Support Office. Descriptive cataloging manual. Z1, Name and series authority records. Washington, D.C.: Cataloging Distribution Service, Library of Congress, 1993- Freely available via WWW at http://www.loc.gov/catdir/cpso/dcmz1.pdf
Library of Congress. Network Development and MARC Standards
Office. Understanding MARC authority records: machine-readable
cataloging.
Madison, Olivia M.A. “The IFLA Functional Requirements for Bibliographic Records: International Standards for Universal Bibliographic Control,” Library Resources & Technical Services, v. 44, no. 3 (July 2000), p. 153-159. Available at: http://www.ala.org/ala/mgrps/divs/alcts/resources/lrts/archive/44n3.pdf
Mann, Thomas. The Oxford guide to library research. 3rd
ed. New York: Oxford University Press, 2005.
Marcum,
Deanna. The Future of
Cataloging: Address to the Ebsco Leadership Seminar
Maxwell, Robert. Maxwell's handbook for RDA, resource description & access : explaining and illustrating RDA: resource description and access using MARC21. Chicago: ALA Editions, 2013.
Ni, Dongyun. “Subject Cataloging and Social Tagging in Library Systems.” Journal of Library and Information Science 36:1 (Apr. 2010), p. 4-15. Available at: http://jlis.glis.ntnu.edu.tw/ojs/index.php/jlis/article/view/533
The Principles and Future of AACR: Proceedings of the
International Conference on the Principles and Future Development of AACR,
Program for Cooperative Cataloging. Provider-Neutral
E-Resource MARC Record Guide: P-N/RDA version. January 1, 2013 revision.
Radebaugh, Jacqueline & Corey Keith. "FRBR display tool," Cataloging & Classification Quarterly, v. 39, no. 3/4 (2005), p. 271 –283. Available to UHM users at: http://micro189.lib3.hawaii.edu/ezproxy/details.php?dbId=53609
Riva, Pat. “Introducing the Functional Requirements for Bibliographic Records and Related IFLA Developments,” Bulletin of the American Society for Information Science and Technology, v. 33, no. 6 (Aug./Sept. 2007), p. 7-11. Available at: http://www.asis.org/Bulletin/Aug-07/Riva.pdf
Smiraglia, Richard P.
Metadata: a
cataloger's primer,
ed. Richard P. Smiraglia.
Smiraglia, Richard P.
Works as Entities for Information
Retrieval. Ed. by Richard P. Smiraglia.
Smiraglia, Richard P. Describing
Music Materials: A Manual for Descriptive Cataloging of Printed and Recorded
Music, Music Videos, and Archival Music Collections for Use with AACR2 and APPM.
3rd ed.
Smiraglia, Richard P. The
Nature of "A Work": Implications for the Organization of Knowledge.
Svenonius, Elaine. The Intellectual Foundation of
Information Organization.
Taylor, Arlene G.
"Teaching Seriality: A Major Educational Challenge." The Serials
Librarian 41, nos. 3/4 (2002): 73-80.
Taylor, Arlene G.
and Daniel N. Joudrey. The organization of information. 3rd ed.
Thurman,
Alexander C. "Metadata Standards for Archival Control: An Introduction to
EAD and EAC." Cataloging &
Classification Quarterly,
vol. 40, nos. 3-4 (2005), 255-287.
Simultaneously published in Metadata: a cataloger's primer, ed. Richard P.
Smiraglia.
Tillett, Barbara B. "A Taxonomy of Bibliographic Relationships." Library Resources & Technical Services 35, no. 2 (1991): 150-159.
Tillett, Barbara. What is FRBR? A Conceptual Model for
the Bibliographic Universe.
Tillett, Barbara B. "FRBR and cataloging for the future,” Cataloging & Classification Quarterly, v. 39, no. 3/4 (2005), p. 197 – 205. Available to UHM users at: http://micro189.lib3.hawaii.edu/ezproxy/details.php?dbId=53609