國立中興大學圖書資訊學研究所 (National Chung Hsing University, Graduate Institute of Library and Information Science) 授課語言 (language)

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1 教學大綱 (Syllabus) 課程編碼 (course no.) 課程名稱 (course name) ( 中 ) 技術服務研究 (Eng.) Study of Technical Services 學分 (credits) updated: (2009)/(9)/(15) 3 開課系所班級 (dept. & year) 課程類別 (course type) 課程簡述 (course description) 授課語言 (language) 中文 授課教師 (teacher) 開課學期 (semester) 張慧銖 九十八學年度 第一學期 ( 中 ) 技術服務之範圍包括館藏發展與編目相關論題, 如 : 編目規則 MARC 及其他 metadata 主題標目等規範之發展 ; 圖書館目錄與使用研究 ; 電子資源之編目與館藏發展 ; 主題編目之相關論題與發展 ; 合作館藏發展等 (Eng.) The scope of technical services class includes collection development and cataloging issues such as cataloging rules, MARC, and the development of other metadata and subject headings, library catalog and use studies, cataloging and collection development of electronic resources, and collaborative collection development. 課程目標 (course objectives) ( 中 ) 本課程擬透過講解 文獻閱讀與研討方式, 使學生瞭解與技術服務相關課題之內容及其發展趨勢 (Eng.) The students should understand the content and trends related to technical services through lecturing, readings, and discussion. 先修課程 (prerequisites) 課程編碼 (course no.) 課程名稱 (course name) 資訊蒐集與組織 與課程銜接的重要概念 原理與技能 (relation to the current course) 教學模式 (teaching methodology) 模式 (methodology) 學分分配 (credit distrib.) 授課時數分配 (hour distrib.) 講授 (teaching) 討論 / 報告 (discussion & report) 實驗 / 參訪 (exp./fab visit) 遠距 / 網路教學 (remote/web teaching) 合計 (sum)

2 授課進度與內容 ( 週次 單元名稱與內容單元名稱與內容 習作 / 考試進度 備註 ) (course content and homework/tests schedule) 週次單元名稱與內容 (week) (subject and content) 課程簡介 - 說明課程內容與上課要求 01 ( 課程定位 技術服務的範圍 與讀者服務的關係 ) 9/15 備註 (remark) Topic 1:Technical Services in General Beghtol, Clare. Professional Values and Ethics in Knowledge Organization and Cataloging, Journal of Information Ethics 17:1(Spring 2008): Skekel, Donna, Ethical, Unethical, or Benign: Technical Services Decisions and Access to Information, Journal of Information Ethics 17:1(Spring 2008): Topic 2:Collection Development Chadwell, Faye A., What's Next for Collection Management and Managers? Collection Management 34 : 1(January 2009): Topic 3:Catalog Cataloger & Cataloging Rules(1) (RDA & Cataloging Principles 編目員的能力 編目發展趨勢) Park, Jung-ran; Lu, Caimei; Marion, Linda, Cataloging Professionals in the Digital Environment: A Content Analysis of Job Descriptions, Journal of the American Society for Information Science and Technology 60: 4(Apr 2009): Topic 3:Catalog Cataloger & Cataloging Rules(2) Ivey, Robert T., Perceptions of the Future of Cataloging: Is the Sky Really Falling? Cataloging & Classification Quarterly 47 : 5(July 2009): Creider, Laurence S., A Comparison of the Paris Principles and the International Cataloguing Principles, Cataloging & Classification Quarterly 47:6 ( 2009): Topic 4:Metadata(1) (MARC vs. Other metadata 互通) 張慧銖 Metadata 對於組織電子期刊之適用性探討 教育資料與圖書館學 第 46 卷 3 期 ( 民 98 年 7 月 ), 頁 張慧銖 陳素美 吳國禎著 數位環境中機讀編目格式的新面貌 :MODS 的產生與發展 國家圖書館館刊九十五年第二期 ( 民國 95 年 12 月 ), 頁 1-24 Topic 4:Metadata(2) Pesch, Oliver, ISSN-L: A New Standard Means Better Links. 9/22 9/29( 導讀 ) 10/6 ( 導讀 ) 10/13( 導讀 ) 10/20( 共同 ) 10/27( 導讀 ) 2

3 The Serials Librarian 57: 1 & 2 (July 2009): Register, Renee ; Cohn, Kevin; Hawkins, Les ; Henderson, Helen; Reynolds, Regina ; Shadle, Steven C. ; Hoffman, William; Sri Rajan ; Yue, Paoshan W. Metadata in a Digital Age: New Models of Creation, Discovery, and Use, The Serials Librarian 56:1-4(January 2009): Topic 5:Bibliographic Relationship & OPAC Development(1) ( 書目關係 FRBR Next generation OPAC 書目加值 書目品質 ) 張慧銖 書目原則與書目關係之探討 圖書館目錄發展研 11/3 ( 共同 ) 究 第四章 ( 台北市 : 文華圖書館管理, 民 92), 頁 Topic 5:Bibliographic Relationship & OPAC Development(2) FRBR Wakimoto, Jina Choi, Scope of the Library Catalog in Times of Transition, Cataloging & Classification Quarterly 47: 5 (July 2009): /10( 導讀 ) Varghese, M., Relevance of a Classified Catalog in the FRBR Perspective and a Proposed Model with ISBD Description and Faceted Class Number As Key Attribute, Cataloging & Classification Quarterly 46: 3(2008): Topic 5:Bibliographic Relationship & OPAC Development(3) Next generation OPAC 書目品質 Kemp, Rebecca, Catalog/Cataloging Changes and Web2.0 Functionality: New Directions for Serials, The Serials Librarian 11/17( 導讀 ) 53:4 (2008): Hider, Philip, Tan, Kah-Ching, Constructing Record Quality Measures Based on Catalog Use, Cataloging & Classification Quarterly 46:4(2008): Topic 6:Subject Analysis & Retrieval (1) 林雯瑤 層面分類的概念與應用 教育資料與圖書館學 44:2(winter 2006): ( 共同 ) 11/24( 導讀 ) Schwartz, Candy, Thesauri and Facets and Tags, Oh My! A Look at Three Decades in Subject Analysis, Library Trends 56:4(Spring 2008): Topic 6:Subject Analysis & Retrieval (2) Uddin, Mohammad Nasir and Janecek, Paul. Faceted Classification in Web Information Architecture: A Framework for Using Semantic Web Tools, The Electronic Library 25:2(2007): 12/1 ( 導讀 ) Rolla, Peter J., User Tags Versus Subject Headings: Can User-Supplied Data Improve Subject Access to Library 3

4 Collections? Library Resources and Technical Services 53:3(March 2009): Topic 7:Authority Control (1) 意義 目的目的 方法與進行中的計畫 (VIVA) Topic 7:Authority Control (2) Salo, Dorothea, Name Authority Control in Institutional Repositories, Cataloging & Classification Quarterly 47:3-4(2009): Park, Jung-Ran, Metadata Quality in Digital Repositories: A Survey of the Current State of the Art, Cataloging & Classification Quarterly 47:3(2009): Topic 8:Organization of Electronic Resources (1) Geckle, Beverly J., Pozzebon, Mary Ellen, Williams, Jo, Records for Electronic Databases in the Online Catalog at Middle Tennessee State University, Journal of Electronic Resources Librarianship 20:4 (2008): Topic 8:Organization of Electronic Resources (2) Boss, Stephen C., Schmidt, Lawrence O., Electronic Resources(ER) Management in the Academic Library: Process vs. Function, Collection Management 32:1/2 (2007): 期末口頭報告 ( 一 ) 12/8 12/15( 導讀 ) 12/22( 導讀 ) 12/29( 導讀 ) 98/1/5 18 期末口頭報告 ( 二 ) 綜合討論 學習評量方式 (evaluation) 出席 & 課堂討論 20% 閱讀報告 20% 編目實習 20% 主題書面報告 40% (15,000~18,000 字 ) 上課心得報告 ( 至少一千字 ) 教科書 ( 書名 作者 書局 代理商 說明 ) (textbook) 98/1/12 參考書目 ( 書名 作者 書局 代理商 說明 (other references) 一 中文圖書 : 1. 張慧銖著 圖書館目錄發展研究 台北市 : 文華圖書館管理, 民 詹麗萍著 電子資源與圖書館館藏發展 台北市 : 麥田出版 ; 城邦經銷, 民 徐蕙芬 戴怡正合譯 書目記錄功能要件 : 最終報告 台北市 : 文華圖書館管理, 民 卜小蝶著 使用者導向之網路資源組織與檢索 台北市 : 文華圖書館管理, 民 陳和琴 陳君屏著 中文電子資源編目 台北市 : 國家圖書館, 民 96 4

5 二 西文圖書 : 1. Chan, Lois Mai. Cataloging and Classification: An Introduction. 3 rd ed. Lanham, Md.: Scarecrow Press, c Rowley, Jennifer; Hartley, Richard. Organizing Knowledge: An Introduction to Managing Access to Information. 4th ed. Aldershot, Hampshire, England; Burlington, Vt.: Gower, c2000. 三 期刊論文 : ( 一 ) Technical services in general 1. Heinrich, Helen. How the Internet Changed the Lives of Catalogers, in E-journal invasion: A cataloger s guide to survival (Oxford, England: Chandos Publishing, 2007.) Chapter 1, pp Evans, G. Edward, Intner, Sheila S., Weihs, Jean. Introduction and Overview, in Introduction to Technical Services, 7 th ed.(westport, Conn.: Libraries Unlimited, 2004), chap. 1, p Lawton, Pat, Rose-Lefmann, Deborah, What Is Technical Services?: Perspectives from the Field and from LIS Education, in Eden, Bradford Lee ed. Innovative Redesign and Reorganization of Library Technical Services: Paths for the Future and Case Studies (Westport, Conn.: Libraries Unlimited, 2004), p Calhoun, K. Technology, Productivity and Change in Library Technical Services. Library Collections, Acquisitions, and Technical Services 27:3(Autumn 2003): Svenonius, Elaine, The Intellectual Foundation of Information Organization, Chapter 1 (Cambridge: MIT, 2000), p Taylor, Arlene G., The Organization of Information, Chapter 1 (Englewood, Colo.: Libraries Unlimited, 1999), p ( 二 ) Acquisitions;Collection Development 1. Leach, Michael R. Collection Development Competencies for Science and Technology Libraries. Science & Technology Libraries, vol. 28, no. 1-2, pp , Hall-Ellis, Sylvia D., Electronic Resources Communications Management - A Strategy for Success, Library Resources &Technical Services. 51, no. 3, (2007): Atkinson, Ross, Six Key Challenges for the Future of Collection Development - Introduction to the Janus Conference Breakout Sessions, Library Resources and Technical Services, 50:4(2006): Liu, Lewis G.. Factors Determining Subscription Prices of Scholarly Journals in Business Discipline: Themes and Variations, Library Collections, Acquisitions, and Technical Services 29:4(December 2005): Wiley, Lynn and Chrzastowski, Tina E. The Impact of Electronic Journals on Interlibrary Lending: A Longitudinal Study of Statewide Interlibrary Loan Article Sharing in Illinois, Library Collections, Acquisitions, and Technical Services 29:4(December 2005): Gorman, Michael, Cataloguing in an Electronic Age, Cataloging & Classification Quarterly 36:3/4 (2003): Hoerman, Heidi Lee, Why Does Everybody Hate Cataloging, Cataloging & Classification 5

6 Quarterly 34:1/2 (2002): Antelman, Kristin, Web Lists and the Decline of the Library Catalog, Library Computing 18:3 (1999): Coffman, Steve, Building Earth s Largest Library: Driving into the Future, ( 三 ) Catalog Cataloger & Cataloging Rules 1. Banush, David. Stepping Out: the Expanding Role of Catalogers in Academic Libraries and Academic Institutions, Cataloging & Classification Quarterly, vol. 45, no. 3, pp , Miksa, Shawne D. Educators: What Are the Cataloging Issues Students Get Excited About? Professional and Intellectual Appeals of Cataloging and Students' Misconceptions of a Cataloging, Cataloging & Classification Quarterly, vol. 45, no. 3, pp , Howarth, Lynne C.; Weihs, Jean. Making the Link: AACR to RDA: Part 1: Setting the Stage. Cataloging & Classification Quarterly, vol. 45, no. 2, pp. 3-18, Boydston, Jeanne, Observations on the Catalogers' Role in Descriptive Metadata Creation in Academic Libraries, Cataloging & Classification Quarterly 43:1/2(2006): Glasser, Sally, The Changing Face of Cataloging Positions at Academic Institutions: What Skill Set Is Needed, And How Can Students Prepare? The Serials Librarian 51:3/4 (2006): Chapman, A. RDA: A New International Standard, Ariadne (Online) no. 49 (October 2006) 7. Marcum, Deanna B., The Future of Cataloging, Library Resources and Technical Services, 50:1(2006): Jr. Byrum, John D. and Williamson, David W. Enriching Traditional Cataloging for Improved Access to Information: Library of Congress Tables of Contents Projects, Information Technology and Libraries (March 2006): Madarash-Hill, Cherie, Hill, J. B. Electronically Enriched Enhancements in Catalog Records: A Use Study of Books Described on Records with URL Enhancements Versus Those Without. Technical Services Quarterly 23:2 (2005): Bair, Sheila, Toward a Code of Ethics for Cataloging, Technical Services Quarterly 23:1 (2005): Hristov, M. Nathalie, Trends, Issues and Practical Solutions for Cross Training Catalogers to Provide Reference Services: A Survey-Based Study, Technical Services Quarterly 23:1 (2005): Huthwaite, Ann, AACR2 and Other Metadata Standards: The Way Forward, Cataloging & Classification Quarterly 36:3/4 (2003): Tillett, Barbara, AACR2 and Metadata: Library Opportunities in the Global Semantic Web, Cataloging & Classification Quarterly 36:3/4 (2003): Hill, J. S. Transcending widgets: the nature of technical services. Library Collections, Acquisitions, and Technical Services27: 4(Winter 2003): Dorner, Dan. Cataloging in the 21th century Part 1: Contextual issues. Collections, Acquisitions, and Technical Services 23:4(1999): Dorner, Dan. Cataloging in the 21th century Part 2: Digitization and information standards. Collections, Acquisitions, and Technical Services 24 (2000): Grenci, M. The impact of Web publishing on the organization of cataloging functions. Library Collections, Acquisitions, and Technical Services 24: 2 (Summer 2000): ( 四 ) Metadata 6

7 1. 張慧銖 陳素美 吳國禎著 數位環境中機讀編目格式的新面貌 :MODS 的產生與發展 國家圖書館館刊九十五年第二期 ( 民國 95 年 12 月 ), 頁 Hillmann, Diane I. Metadata Quality: from Evaluation to Augmentation. Cataloging & Classification Quarterly, vol. 46, no. 1, pp , Chan, Lois Mai. MARC Formats and Encodin Schemas. In Cataloging and Classification: An Introduction. 3 rd ed. Lanham, Md.: Scarecrow Press, c2007. Chap. 16, pp Hodge, Gail. Metadata for Electronic Information Resources: from Variety to Interoperability. Information Services & Use 25:1 (2005): Coleman, Anita S., From Cataloging to Metadata: Dublin Core Records for the Library Catalog. Cataloging & Classification Quarterly 40:3-4 (2005): El-Sherbini, M. Metadata and the future of cataloging. Library Review 50: 1(2001): Gilliland-Swetland, Anne J. Setting the Stage. In Baca, Murtha. Introduction to Metadata: Pathways to Digital Information. Los Angeles, Calif.: Getty Information Institute, Available online: pp ( 五 ) Bibliographic Relationship & OPAC Development 1. Wolverton, Robert E.; Antelman, Kristin. Conference Report: the FRBR Frontier: Applying a New Bibliographic Model to E-resources. The Serials Librarian, vol. 53, no. 4, pp , Powell, Christina Kelleher. OPAC Integration in the Era of Mass Digitization: the MBooks Experience. Library Hi Tech, vol. 26, no. 1, pp , Mi, Jia; Weng, Cathy. Revitalizing the Library OPAC: Interface, Searching, and Display Challenges. Information Technology and Libraries, vol. 27, no. 1, pp. 5-22, Mar, Dickey, Timothy J. FRBRization of a Library Catalog: Better Collocation of Records, Leading to Enhanced Search, Retrieval, and Display. Information Technology and Libraries, vol. 27, no. 1, pp , Mar Simpson, Betsy; Lundgren, Jimmie; Barr, Tatiana., NOTES ON OPERATIONS - Linking Print and Electronic Books - One Approach, Library resources & technical services. 51, no. 2, (2007): Yee, Martha M., Cataloging Compared to Descriptive Bibliography, Abstracting And Indexing Services, And Metadata, Cataloging & Classification Quarterly, 44:3/4 (2006): Carlyle, Allyson, Understanding FRBR As a Conceptual Model: FRBR And the Bibliographic Universe, Library Resources and Technical Services, 50:4(2006): Creider, Laurence S. Cataloging,Reception, and the Boundaries of a Work, Cataloging & Classification Quarterly 42:2 (2006): Tillett, Barbara B. FRBR and Cataloging for the Future. Cataloging & Classification Quarterly 39:3/4(2005): Boeuf, Patrick Le. Brave new FRBR world. In Steps towards an International Cataloguing Code. Report from the 1st Meeting of Experts on an International Cataloguing Code, Frankfurt Edited by Barbara B. Tillett, Renate Gompel and Susanne Oehlschlaer. Munich, Germany: K.G. Saur Verlag,2004. pp Denton, William, FRBR and Fundamental Cataloguing Rules, May 張慧銖, 林時暖 書目記錄功能需求之發展 中國圖書館學會會報 73 ( 民 93 年 12 月 ): 頁 張慧銖 書目原則與書目關係之探討 圖書館目錄發展研究 第四章 ( 台北市 : 文華圖書館 管理, 民 92), 頁 ( 六 ) Subject Analysis & Retrieval 7

8 1. Rowley, Jennifer; Hartley, Richard. Further Concepts and Tools for Subject Access. In Organizing Knowledge: An Introduction to Managing Access to Information. 4 th ed. Aldershot, Hampshire, England ; Burlington, Vt. : Gower, c2000. Chap. 7, pp Jin, Qiang. Is FAST the Right Direction for a New System of Subject Cataloging and Metadata? Cataloging & Classification Quarterly, vol. 45, no. 3, pp , Harper, Corey, Library of Congress Controlled Vocabularies and Their Application to the Semantic Web, Cataloging & Classification Quarterly, 43:3-4 (April 2007): Delsey, Tom, Modeling Subject Access: Extending the FRBR and FRANAR Conceptual Models. Cataloging & Classification Quarterly 39:3/4 (2005): Technology and Concepts of Knowledge Organization. in Snunith Shoham, Library Classification and Browsing: the Conjunction of Readers and Documents. Brighton, [U.K.]; Portland, Or. : Sussex Academic Press, 2000, pp Hurt, C.D., Classification and Subject Analysis: Looking to the Future at a Distance, Cataloging & Classification Quarterly 24:1/2 (1997): ( 七 ) Authority Control 1. Rankine*, Kazuko; Nero, Lorraine M.; Rogers, Gerard H. Toward Name Authority Control in the English-speaking Caribbean. Technical Services Quarterly, vol. 25, no. 3, pp. 1-19, Ayres, F. H. and Ridley, J. M., Twenty-five years of bibliographic control research at the University of Bradford, Cataloging & Classification Quarterly 44:1/2(2007): Jr. Wolverton, Robert E. Authority Control in Academic Libraries in the United States: A Survey, Cataloging & Classification Quarterly 41:1 (2005): Tillett, Barbara B. A Virtual International Authority File. In Steps towards an International Cataloguing Code. Report from the 1st Meeting of Experts on an International Cataloguing Code, Frankfurt Edited by Barbara B. Tillett, Renate Gompel and Susanne Oehlschlaer. Munich, Germany: K.G. Saur Verlag, pp Jeng, Ling Hwey, What Authority? Why Control? Cataloging & Classification Quarterly 34:4 (2002): Long, Chris Evin, Improving Subject Searching in Web-based OPACs: Evaluation of the Problem and Guidelines for Design, Journal of Internet Cataloging 2:3/4 (2000): ( 八 ) Organization of Electronic Resources 1. Feick, Tina; Packer, Donna. EDI (Electronic Data Interchange) for Libraries, Publishers, and Agents: the Reality Show - SUSHI, ONIX and? The Serials Librarian, vol. 54, no. 3-4, pp , McCracken, Elaine. Description of and Access to Electronic Resources (ER): Transitioning into the Digital Age. Collection Management, vol. 32, no. 3-4, pp , Hall-Ellis, Sylvia D., Electronic Resources Communications Management - A Strategy for Success, Library resources & technical services. 51, no. 3, (2007): Harcourt, Kate; Wacker, Melanie; Wolley, Iris. Automated access level cataloging for Internet resources at Columbia University Libraries Library Resources & Technical Services, 51:3(Jul 2007): Brenner, Michaela, Larsen, Tom and Weston, Claudia. Digital Collection Management Through the Library Catalog, Information Technology and Libraries (June 2006): Jasper, Richard P., and Sheble, Laura. Evolutionary Approach to Managing E-resources. The Serials Librarian 47:4(2005): Hisrons, Jean, Seriality: What Have We Accomplished? What s Next? Cataloging & Classification Quarterly 36:3/4 (2003): 張慧銖 圖書館目錄發展研究 第五章 ( 台北市 : 文華圖書館管理, 民 92), 頁 四 工具書 : 8

9 1.Anglo-American cataloguing rules. 2nd edition Revision. Chicago: ALA, Dewey decimal classification and relative index. 21 st ed. Albany, NY: Forest Press, Library of Congress classification. 3.Library of Congress subject headings. 24 th ed. Washington, D.C.: Library of Congress, Cataloging Distribution Service, c MARC 21 format for bibliographic data: including guidelines for content designation. Washington, D.C.: Library of Congress, Cataloging Distribution Service, c Sears list of subject headings. 17 th ed. New York: H. W. Wilson, c2000. 五 網路資源 : 3. 國家圖書館編目園地 4. NBINet 全國圖書書目資訊網 5. 全國新書資訊網 ISBN 國際標準書號中心 6. 圖書資訊學網路資源指南 ( 陳雪華 ) 7. MARC Standards Technical Services Unlimited TECH Web Cataloging Resources Internet Library for Librarians IFLA. Digital Libraries: Cataloguing and Indexing of Electronic Resources IFLA. Digital Libraries: Metadata Resources Internet Resources for Technical Services 課程教材 ( 教師個人網址請列在本校內之網址 ) (teaching aids & teacher's website) 9