S631: Advanced Cataloging Section: Tuesday, 5:45-8:30 PM SLIS 031 Instructor: Taemin K. Park

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1 School of Library and Information Science Indiana University Spring 2012 Course Description: S631: Advanced Cataloging Section: Tuesday, 5:45-8:30 PM SLIS 031 Instructor: Taemin K. Park Office Hours: By appointment Last updated: January 6, 2012 The syllabus is subject to modification URL = This course will provide students extensive background in description and access for electronic resources. It covers the bibliographic control of serials, electronic serials, e-books, integrating resources, and video recordings. It also includes in-depth subject authority control. LC ClassificationWeb will be utilized. Additional metadata schemes, DC (Dublin Core), MODS (Metadata Object Description Standard) will be explored and practiced in assignments. The class will also explore RDA: Resource Description & Access. Prerequisites: S504 or consent of the instructor Course Objectives: To give students more extensive background in descriptive cataloging problems and issues related to electronic resources and non-book materials To introduce the online tools and resources for describing electronic and non-book resources To expose students to current issues and future trends in description, access, and authority control To give in-depth coverage of cataloging standards and tools, including AACR2R, LCSH, LCC, and MARC21 formats To enable students to create bibliographic descriptions and access points for a variety of nonbook formats including integrating resources using current tools and guidelines To discuss and apply the current metadata tools and crosswalks in electronic resource description and organization Course Texts: Most of readings will be available on the web via IUL s Resource Gateway. Most of cataloging tools are available on LC Cataloger s Desktop. Log-on information will be provided in class. Required: Anglo-American Cataloging Rules, 2 nd ed update. Chicago : American Library Association. 1

2 On Reserve: Chan, Lois Mai Cataloging and Classification: An Introduction. Lanham, Md.: Scarecrow Press, (Z693.5.U6 C ) Chan, Lois Mai A Guide to the Library of Congress Classification. 5th ed. Englewood, Colo.: Libraries Unlimited. (Z696.U4 C ) Chan, Lois Mai Library of Congress Subject Headings: Principles and Application. 4th ed. Westport, Conn.: Libraries Unlimited. (Z695.Z8 L ) OCLC. Bibliographic Formats and Standards. Available via LC Cataloger s Desktop. Most current ed. also available online at RDA: Resource Description & Access Toolkit. URL = (database available with subscription to Desktop). Full-text loose-leaf print versions of both RDA: Resource Description and Access and RDA: Element Set View are on Reserve) Cataloging Resources and Tools (selective) Most of resources are also available through LC Cataloger s Desktop. General tools: Library of Congress. Cataloger s Desktop. URL = (username and password will be provided) Anglo-American Cataloging Rules, 2 nd ed rev. Chicago : American Library Association. Yale University Library. Tools & Resources: Non-Book Cataloging. Other tools: BIBCO Participants Manual. Appendix A. Integrating Resources, a Cataloging Manual. Available via LC Cataloger s Desktop. CONSER Cataloging Manual Washington, D.C. : Serial Record Division, Library of Congress : Distributed by the Cataloging Distribution Service. Available at LC Cataloger s Desktop. CONSER Cataloging Manual. Part 3. Special Types of Continuing Resources. Module 31: Remote Access Electronic Serials (online serials) via LC Cataloger s Desktop. CONSER Standard Record. Via LC Desktop. CSM: Classification and Shelflisting Manual. LC Cataloger s Desktop. Dublin Core Metadata Initiative. URL = Free-floating Subdivisions: An Alphabetical Index. Washington, DC: Cataloging Distribution Service, Library of Congress. Available at LC Cataloger s Desktop. Geographic Cutter table for U.S.and Region. LC Cataloger s Desktop. 2

3 Hillman, Diane Using Dublin Core. URL = LC Cutter Table. Available via LC Cataloger s Desktop. MARC21 Concise Format for Authority Data. URL = Also available via LC Cataloger s Desktop. MARC21 Concise Format for Bibliographic Data. URL = Also available via LC Cataloger s Desktop. SHM. Subject Headings Manual. via LC Cataloger s Desktop. Weitz, Jay. Cataloging Electronic Resources: OCLC-MARC Coding Guidelines. OCLC WorldCat Content Management Division. Rev URL = Also available at LC Cataloger s Desktop. Yee, Martha M. Moving Image Cataloging: How to Create and How to Use a Moving Image Catalog. Westport, Conn.: Libraries Unlimited, Fulltext available in IUCAT via the NetLibrary e-book collection. Teaching Methods: Lecture, demonstration, guest speaker, in-class exercise, homework and discussion. Assignment Schedule: Assignment Grade percentage Duedate Ex. 1: LCSH 15% February 7 Ex. 2: LCC 15% February 28 Ex. 3: Descriptive cataloging for 10% March 20 Serials (print) Ex. 4: Descriptive cataloging for 10% April 3 e-resources Ex.5: Integrating resources 15% April 17 cataloging in Dublin Core and MARC Final Project 25% Presentation Due: April 24 Participation 10% Files Due: May 1 Assignment Description (short version): More instruction for each assignment will be provided in class. Ex. 1. Library of Congress Subject Headings assignment. Ex. 2. LC Classification assignment. Ex. 3. Descriptive cataloging for serials (print). Ex. 4. Descriptive cataloging for electronic resources. Ex. 5. Descriptive cataloging for integrating resources in MARC 21 and Dublin Core. 3

4 Final Project: Select a significant topic in organizing library resources (non-book), in the areas of descriptive cataloging, controlled vocabularies, and metadata schemes. The project should include a list of at least 12 citations with summary notes to each citation. Prepare and present your findings in 15 minutes in class. A copy of presentation file should be submitted along with citations and summaries. For example: Other vocabulary and classification systems (e.g., National Library of Medicine (NLM) Classification, Medical Subject Headings (MeSH), Social metadata such as user-contributed vocabularies, etc.) Metadata schemas such as: Visual Resources Association (VRA) Core, Online Information Exchange (ONIX), Text Encoding Initiative (TEI) headers, Content Standard for Digital Geospatial Metadata (CSDGM), etc. Issues and problems in descriptive cataloging, access and authority control of electronic resources, other non-book formats, and image collections. Grading Scale: Indiana University School of Library and Information Science Definitions of Letter Grades Grade Grade Definition Point A 4.0 Outstanding achievement. Student performance demonstrates full command of the course materials and evinces a high level of originality and/or creativity that far surpasses course expectations. A- 3.7 Excellent achievement. Student performance demonstrates thorough knowledge of the course materials and exceeds course expectations by completing all requirements in a superior manner. B+ 3.3 Very good work. Student performance demonstrates above-average comprehension of the course materials and exceeds course expectations on all tasks as defined in the course syllabus. B Good work. Student performance meets designated course expectations, demonstrates understanding of the course materials and performs at an acceptable level. B- 2.7 Marginal work. Student performance demonstrates incomplete understanding of course materials. C+(or C) 2.3 (2.0) Unsatisfactory work. Student performance demonstrates incomplete and inadequate understanding of course materials. 4

5 C- 1.7 Unacceptable work. Coursework performed at this level will not count toward the MLS or MIS degree. For the course to count toward the degree, the student must repeat the course with a passing grade. **Academic (e.g. plagiarism) and personal misconduct by students in this class are defined and dealt with according to the procedures in the Code of Student Ethics. For further information, see the I.U. Code of Student Rights, Responsibilities and Conduct at Schedule of Lectures, Readings and Assignments: Week 1: Jan. 10 Course organization and overview. Review of descriptive cataloging in AACR2R and MARC formats. Authority control. Functional Requirements for Bibliographic Records (FRBR). Baca, Murtha Fear of authority? Authority control and thesaurus building for art and material culture information. Cataloging & Classification Quarterly, 38, no.3/4: Available at IUL s online full text journal site. Banush, David Stepping out: The expanding role of catalogers in academic libraries and academic institutions. Cataloging & Classification Quarterly, 45, no.3: Available at IUL s online full text journal site. Gorman, Michael Authority control in the context of bibliographic control in the electronic environment. Cataloging & Classification Quarterly, 38, no.3/4: Available at IUL s online full text journal site. Tillett, Barbara What is FRBR? : A Conceptual Model for the Bibliographic Universe. URL= Understanding FRBR : What It is and How It Will Affect Our Retrieval Tools Edited by Arlene G. Taylor. Westport, Conn. : Libraries Unlimited. Ch. 1,2,3. [Z666.6.U ] AACR2R Ch. 1, 2, 21, 22 and 26. Week 2: Jan. 17 Subject cataloging and vocabulary control. Introduction to LCSH. Delsey, Tom "Modeling subject access: Extending the FRBR and FRANAR conceptual models." Cataloging & Classification Quarterly, 39, no. 3/4: IUL online subscription. 5

6 Zeng, Marcia Lei "Sharing and use of subject authority data." International Cataloging & Bibliographic Control, 35, no. 3: IUL online subscription. Jin, Qiang Is FAST the right direction for a new system of subject cataloging and metadata? Cataloging & Classification Quarterly, 45, no.3: Available at IUL s online full text journal site. Schwartz, Candy Thesauri and facets and tags, oh my! A look at three decades in subject analysis. Library Trends, 56, no. 4 (spring 2008): Available at IUL s online full text journal site. Week 3: Jan. 24 LCSH (cont) Chan, Lois Mai Library of Congress Subject Headings: Principles and Application. 4th ed. Westport, Conn. : Libraries Unlimited. Ch. 1, 2. Rolla, P.J User tags versus subject headings: Can user-supplied data improve subject access to library collections? Library Resources & Technical Services, 53, no.3. IUL s online subscription. Chan. Cataloging and Classification: An introduction. Ch Week 4: Jan. 31 LCSH (cont). Chan, Lois Mai Library of Congress Subject Headings: Principles and Application. 4th ed. Westport, Conn. : Libraries Unlimited. Ch. 3,4,7. Week 5: Feb. 7 (Ex. 1 Due) Library of Congress Classification (LCC) Introduction. Tables. Review Ex. 1. Chan, Lois Mai Library of Congress Subject Headings: Principles and application. 4th ed. Englewood, Colo. : Libraries Unlimited. Ch. 5, 8. LC Classification Web Library of Congress. Subject Cataloging Division Subject Cataloging Manual: Subject Headings. Washington, D.C. : Cataloging Distribution Services, Library of Congress. via LC Cataloger s Desktop. Library of Congress.. Free-floating Subdivision: An Alphabetical Index. Washington, D.C.: Cataloging Distribution Service, Library of Congress. Available via LC Cataloger s Desktop. Week 6: Feb. 14 LCC (cont.) Assigning class numbers. 6

7 Chan, Lois Mai A Guide to the Library of Congress Classification. 5 th ed. Englewood, Colo.: Libraries Unlimited. Chapters 1-5. Svenonius, Elaine The Intellectual Foundation of Information Organization. Cambridge : MIT Press. pp Available in the NetLibrary e-book collection. LC ClassificationWeb. Library of Congress. Office for Subject Cataloging Policy Subject Cataloging Manuals: Classification and Shelflisting Manual. via LC Cataloger s Desktop. Week 7: Feb. 21 Descriptive cataloging: Serials (Print). What is a serial? Basics of serials original and copy cataloging. AACR2R. Ch. 1, 12. CONSER Cataloging Manual. LC Cataloger s Desktop. Week 8: Feb. 28 (Ex. 2 Due) Serials cataloging (Cont.) Guest speaker. Review Ex. 2. Serials Cataloging Cooperative Training Program (SCCTP), Workshop schedule. URL = Week 9: Mar. 6 Descriptive cataloging: Introduction to electronic resources cataloging Adey, Helen E-Journal invasion: A cataloger s guide to survival. Library Resources & Technical Services, 53: no. 1: Dong, Elaine X. 2004/2005. Organizing websites: A dilemma for libraries. Journal of Internet Cataloging, 7, no.3/4: Available at IUL s online full text journal site. Gorman, Michael Cataloging in an electronic age. Cataloging & Classification Quarterly, 36, no. ¾: Available at IUL s online full text journal site. Reynolds, Regina Romano Seriality and the Web. In Managing Electronic Serials. Pp Chicago : American Library Association. [Z692.E43 M ] Serials Cataloging Issues by CONSER Program. URL = Wakimoto, Jina Choi Electronic resources: Approaches in providing access. Journal of Internet Cataloging, 6, no.2: Available at IUL s online full text journal site. 7

8 AACR2r. Ch. 1, 9, 12 CONSER Cataloging Manual Module 31: Remote Access Computer File Serials. By Melissa Beck with the assistance of Bill Anderson, Les Hawkins, and Regina Reynolds. Revised spring Available via LC Cataloger s Desktop. Weitz, Jay. Cataloging Electronic Resources: OCLC-MARC Coding Guidelines. OCLC WorldCat Content Management Division. Rev July 17. URL = ISBD (ER): International Standard Bibliographic Description for Electronic Resources. Available via LC Cataloger s Desktop. Week 10: Mar. 13 No Class. Spring Break Week 11: Mar. 20 (Ex. 3 Due) Cataloging for electronic resources (cont.) Integrating resources (Websites, databases, online services) Review Ex. 3. Wu, A., et. al Mass management of e-book catalog records: Approaches, challenges, and solutions. Library Resources & Technical Services, 54, no. 3: AACR2r. Ch. 1, 9, 12 CONSER Cataloging Manual Module 31: Remote Access electronic serials. Available via LC Cataloger s Desktop. Weitz, Jay. Cataloging Electronic Resources: OCLC-MARC Coding Guidelines. OCLC WorldCat Content Management Division. Rev July 17. URL = ISBD (ER): International Standard Bibliographic Description for Electronic Resources. Available via LC Cataloger s Desktop. Week 12: Mar. 27 RDA: Resource Description & Access RDA Toolkit. Introduction; Section 1: Manifestation & Item; Chapter 1. General Guidelines on Recording Attributes of Manifestations and Items; Chapter ; Chapter ; Chapter 5-Chapter 6.1 Coyle, Karen "RDA vocabularies for a twenty-first-century data environment." Library Technology Reports, 46, no. 2. Mayernik, M The distributions of MARC fields in bibliographic records: A power law analysis. Library Resources & Technical Services, v. 54 no. 1. Available via IUL s full text online journal site. 8

9 DCMI/RDA Task Group wiki. URL = Week 13: Apr. 3 (Ex. 4 Due) Guest speaker. Metadata and Cataloging. Dublin Core. Crosswalks between Dublin Core (DC) and MARC 21 in OCLC Connexion. Review Ex. 4. ALA TechSources. Directions in Metadata, presented by Karen Coyle. Coleman, Anita S From cataloging to metadata: Dublin Core records for the library catalog. Cataloging & Classification Quarterly, 40, no. ¾: Gilliland, Anne J Setting the stage. In Introduction to Metadata. Edited by Murtha Baca. 2nd ed. Los Angeles: Getty research Institute. Pp URL = Harper, Corey A "Dublin Core Metadata Initiative: Beyond the element set." Information Standards Quarterly, 22, no. 1. Available online at Milstead, Jessica, and Susan Feldman Metadata: Cataloging by any other name. Online 23, no. 1: URL = Vellucci, Sherry L Metadata and authority control. Library Resources & Technical Services, 44: Available at IUL s online full text journal site. Dublin Core Metadata Initiative. URL = DCMI Abstract Model. URL = DCMI Metadata Terms.URL = Hillman, Diane Using Dublin Core. URL = Powell, Andy. Guidelines for implementing Dublin Core in XML. URL = Week 14: Apr. 10 MODS (Metadata Object Description Schema) Guest speaker. Bowen, Jennifer. "Moving library metadata toward linked data: Opportunities provided by the extensible Catalog." In Proceedings of the International Conference on Dublin Core and Metadata Applications, edited by Diane I. Hillman and Michael Lauruhn, Dublin Core Metadata Initiative, Pittsburgh, October 20-22, URL = Singer, Ross "Linked library data now!" Journal of Electronic Resources Librarianship, vol. 21, no. 2: 9

10 Summers, Ed, Antoine Isaac, Clay Redding, Dan Krech "LCSH, SKOS and linked data." In Proceedings of the International Conference on Dublin Core and Metadata Applications, DC URL = Week 15: Apr. 17 (Ex. 5 Due) Guest speaker. Descriptive cataloging: Video-recordings. Genre and Form Headings. Review Ex. 5. AACR2R. Ch. 7 Timeline and plan for the next five Library of Congress genre/form projects, Report for Beacher Wiggins, ABA Director, Prepared by the ABA Policy and Standards Division October 31, 2008, LC Genre/Form Headings for Moving Images Best Practices Task Force. URL = Guidelines for the Usage of Moving Image LC Genre/Form Headings, by the OLAC/CAPC Moving Image LC Genre/Form Headings Best Practices Task Force. URL = Library of Congress. Moving Image Genre/Form Headings (H1913) (draft online at Week 16: Apr. 24. Final Project Due for Presentation. Project File Due (May 1) Student presentation. 10