1 CS 430: Information Discovery Lecture 5 Descriptive Metadata 1 Library Catalogs MARC

2 Course Administration

3 Examples of Library Catalogs Cornell University Library catalog: Library of Congress, Prints and Photographs:

4 Descriptive Metadata Catalog: metadata records that have a consistent structure, organized according to systematic rules. Abstract: a free text record that summarizes a longer document. Indexing record: less formal than a catalog record, but more structure than a simple abstract. Some methods of information discovery search descriptive metadata about the objects. Metadata typically consists of a catalog or indexing record, or an abstract, one record for each object.

5 Descriptive Metadata Usually stored separately from the objects that it describes, but sometimes is embedded in the objects. Usually the metadata is a set of text fields. Textual metadata can be used to describe non-textual objects, e.g., software, images, music

6 Descriptive metadata Information discovery is often most effective when applied to metadata rather than raw information Allows fielded searching author = "Goethe" Suitable for non-textual material type = "picture" and subject = "Ithaca" Can be used with controlled vocabulary language = "en"

7 Origins of Library Catalogs Bibliographic Objective: To bring together like items To differentiate among similar ones Sir Anthony Panizzi, Keeper of Books at the British Museum ( ). His Ninety-One Rules (1841) were the basis of modern catalogue rules.

8 Origins of Library Catalogs Information Discovery: to enable a person to find a book of which either the author, title or subject is known to show what the library has by a given author, on a given subject, or in a given kind of literature to assist in the choice of a book as to its edition (bibliographically) or to its character (literary or topical). Charles Ammi Cutter Librarian of the Boston Athenaeum Rules for a Dictionary Catalog, 1874

9 Origins of Library Catalogs Classification: Division of subject matter into a hierarchy. Typically used in libraries to provided a subject- based order for shelving books. Melvil Dewey Acting Librarian of Amherst College (1874) Dewey Decimal system of book classification, uses the numbers 000 to 999 to cover the general fields of knowledge and decimals to fit special subjects.

10 Technology Materials to be catalogued: Originally books Extended to serials, maps, music, etc., but concepts still rely heavily on experience with books Form of catalog: Entries in books (Panizzi) Index cards (Cutter) Online databases (Kilgour)

11 Catalogs as Investments Costs: Conventional Catalog Records are created by skilled librarians. (cost estimate $100 per record). OCLC's catalog has 43 million records. Total investment is several billion dollars. Cataloguing Standards: Enable libraries to share records Combine records of the past with records created today Allow readers and librarians to move between libraries

12 Library Cataloguing Anglo American Cataloguing Rules (AACR2) rules for what goes into each field of a catalog record MARC format an exchange format for catalog records "MARC Catalog" catalog in MARC format, where content of each field follows AACR2

13 Example: Monograph catalog record Citation Caroline R. Arms, editor, Campus strategies for libraries and electronic information. Bedford, MA: Digital Press, 1990.

14 MARC fields tag value r Z675.U5C / Campus strategies for libraries and electronic title statement information/Caroline Arms, editor. 260 {Bedford, Mass.} : Digital Press, c1990. publisher 300 xi, 404 p. : ill. ; 24 cm. collation 440 EDUCOM strategies series on information technology series title 504 Includes bibliographical references (p. {373}-381). 020 ISBN X : $34.95

15 MARC fields (continued) 650 Academic libraries--United States--Automation. subject heading 650 Libraries and electronic publishing--United States. 650 Library information networks--United States. 650 Information technology--United States. 700 Arms, Caroline R. (Caroline Ruth) 040 DLC DLC DLC 043 n-us CIP ver. br02 to SL APIF/MIG

16 MARC Encoding tag: 260 subfield a:{Bedford, Mass.} : subfield b:Digital Press, subfield c:c1990. MARC encoding: &2600#abc#{Bedford, Mass.} :#Digital Press,#c1990.%

17 Name authority files Caroline R. Arms or Caroline Ruth Arms? Which William Phillips of Cardiff? Mark Twain or Samuel Clemens? Epithets: of Cardiff doctor Dates: flourished 1860 circa

18 Shared cataloguing OCLC -- Large centralized transaction processing database system When a library catalogs a book it deposits MARC record in OCLC Other libraries can copy the record saves duplication of cataloguing build database of holdings OCLC database has 43 million records

19 Subject information Library of Congress Subject Headings Academic libraries--United States--Automation Hierarchical classification Library of Congress call number:Z675.U5C16 Dewey Decimal Classification:027.7 Creation and maintenance of lists of subject headings and classifications is a never ending task.

20 Online public access catalog (OPAC) First stage Library mounts its MARC records on a central computer Provides a simple terminal interface and dedicated terminals Boolean search -- fielded searching [Most university libraries reached this stage about 1990] Second stage Library connects computer to a campus network and Internet Converts card catalog records to MARC (retrospective conversion)

21 Library information systems When the catalog is online... Add other collections and services: Secondary information (Inspec, Medline, Chemical Abstracts) Reference works (dictionaries, encyclopedias) Improve user interface Add full text searching Add web interface Add connections to off-campus information sources: Scientific journals Databases (census, genome)

22 Library management systems A library management system, sometimes called an integrated library system, integrates the internal processes of a library, e.g., acquisitions, cataloguing, binding, circulation, etc. It usually contains an online public access catalog, but does not provide integrated services to users. Library management systems are produced by small companies who lack the capital and technical expertise to develop modern digital libraries.

23 Notes on MARC A great achievement: Developed in 1960s Magnetic tape exchange format for printing catalog records The dawn of computing: mixed upper and lower case variable length fields, repeated fields non-Roman scripts 100(?) million records with standard content and format Thousands of trained librarians (millions?)

24 Notes on MARC A great problem: Not designed for computer algorithms One record per item (poor links between records) Tied to traditional materials and traditional practices Not Unicode 100 of million records at $ $10 billion A classic legacy system!