1. Susan Hamburger, Ph.D. June 4, 2013

2. Cataloging formats and standards Authorities Thesauri Metadata schemas Challenges Opportunities New trends Conclusion

3.  Monographs  Manuscripts  Archives  Visual materials  Rare maps  Manuscript and printed music  Oral history  Moving images  Artifacts and realia

4.  Anglo-American Cataloging Rules 2 nd ed. (AACR2) (ALA, 2005) ◦ National cataloging code first published in 1967 (last revised 2005) for general libraries of all sizes, covering “the description of, and the provision of access points for, all library materials commonly collected at the present time.”  Resource Description and Access (RDA) ( ALA, 2010) available online through Cataloger’s Desktop ◦ Successor to AACR2, is informed by the Functional Requirements for Bibliographic Records (FRBR) model and was “conceived to be a framework more flexible and suitable for use in a digital environment.”

6. 245:00 Hybrid factories in Latin America : $b Japanese management transferred / $c edited by Katsuo Yamazaki, Shizuoka Sangyo University, Japan; Wooseok Juhn, Chukyo University, Japan; and Tetsuo Abo, Professor Emeritus, Tokyo University, Japan. 336: text $2 rdacontent 337: unmediated $2 rdamedia 338: volume $2 rdacarrier 264: 1 Houndmills, Basingstoke, Hampshire : $b Palgrave Macmillan, $c 2013. 300: xix, 242 pages : $b illustrations ; $c 23 cm 504: Includes bibliographical references and index. 650: 0 International business enterprises $z Japan. 650: 0 Corporations, Japanese $z Latin America. 650: 0 Industries $z Latin America. 651: 0 Japan $x Commerce $z Latin America. 651: 0 Latin America $x Commerce. 700: 1 Yamazaki, Katsuo.

7.  Descriptive Cataloging of Rare Materials (books) [DCRMB(B)] (ACRL, 2007, rev. 2011) ◦ Cataloging rules for rare books, that is, printed textual monographs post-1600, receiving special treatment within a repository

8.  Describing Archives: A Content Standard (DACS) (Society of American Archivists, 2004) ◦ Output-neutral set of rules for describing archives, personal papers, and manuscript collections

11.  Descriptive Cataloging of Ancient, Medieval, Renaissance, and Early modern Manuscripts (AMREMM) (ACRL, 2002) ◦ Item-level MARC catalog records for pre-modern (pre-1600) manuscript materials

14.  Descriptive Cataloging of Rare Materials (Manuscripts) [DCRM(MSS)] in draft ◦ For individual manuscripts on paper, on microfilm, or in the form of digital surrogates. ◦ For the cataloging of individual manuscripts, picking up where AMREMM leaves off at 1600. ◦ Not for manuscript music, manuscript maps, or graphics

16.  Graphic Materials: Rules for Describing Original Items and Historical Collections (Library of Congress, 1982) ◦ provides guidelines for cataloging a wide variety of visual materials from photographic prints, negatives, and albums to posters, cartoons, popular and fine prints, and architectural drawings  Descriptive Cataloging of Rare Materials (Graphics) [DCRM(G)] in draft ◦ Second edition of Graphic Materials discussions began in 2008 ◦ RBMS working group aligning it with RDA instead of AACR2

23.  Descriptive Cataloging of Rare Materials (Cartographic) [DCRM(C)] in draft ◦ provides guidance for the treatment of early and rare cartographic materials ◦ intended to replace the rules for cataloging early cartographic materials in AACR2 and Cartographic Materials: A Manual of Interpretation for AACR2, Second Edition (CM)

24.  Descriptive Cataloging of Rare Materials (Music) [DCRM(M)] in draft ◦ Covers all forms of “historical” music publishing, including engraving and lithography ◦ Includes rules for cataloging manuscript music after 1600

26.  Oral History Cataloging Manual (Society of American Archivists, 1995) ◦ Created to help mainstream oral history cataloging ◦ Rules respect the characteristics of oral history as a distinct intellectual form ◦ Follows conventions of standard cataloging practice ◦ Based heavily on the archival approach to cataloging

28.  AMIA Compendium of Moving Image Cataloging Practice (Society of American Archivists and Association of Moving Image Archivists, 2001) ◦ Presents cataloging practices of 27 diverse institutions offering solutions to cataloging problems unique to moving images ◦ Collections include television, film, and video, and utilize both MARC and non-MARC cataloging

29.  Categories for the Description of Works of Art (CDWA) ◦ conceptual framework for describing and accessing information about works of art, architecture, other material culture, groups and collections of works, and related images; revised 2009  Cataloging Cultural Objects: A Guide to Describing Cultural Works and Their Images (CCO) ◦ includes rules and examples for a core subset of the CDWA categories and the VRA Core Categories

31.  Library of Congress Subject Headings (lcsh)  Geographic Names Information System (GNIS) (U.S. Geological Survey) ◦ U.S. geographic names/features  GEOnet names server (National Geospatial- Intelligence Agency) ◦ International geographic names

32.  Library of Congress Name Authority File (lcnaf)  Virtual International Authority File (VIAF) ◦ Joint project of several national libraries plus selected regional and trans-national library agencies, implemented and hosted by OCLC, for matching and linking widely-used authority files and making that information available on the Web  Encoded Archival Context for Corporate Bodies, Persons, and Families (EAC-CPF) ◦ XML standard for encoding information about the creators of archival materials and the circumstances of record creation and use; can be used in conjunction with EAD, other standards, or for stand-alone authority file encoding; based on the International Standard Archival Authority Record for Corporate Bodies, Persons and Families, 2nd Edition, 2003 (ISAAR-CPF)

34.  Art and Architecture Thesaurus (aat)  Thesaurus for Graphic Materials (lctgm)  Genre Terms: A Thesaurus for Use in Rare Book and Special Collections Cataloguing (rbgenr)

35.  Machine-Readable Cataloging (MARC)  Dublin Core ◦ Metadata set of vocabulary terms which can be used to describe resources for the purposes of discovery. The terms can be used to describe a full range of web resources (video, images, web pages, etc.), physical resources such as books and objects like artworks  VRA Core 4 ◦ XML schema metadata standard designed specifically for the description of images and the cultural objects they represent  Encoded Archival Description (EAD) ◦ XML standard for encoding archival finding aids

36.  Local ◦ Online Public Access Catalog (OPAC) Aleph ◦ CONTENTdm – digitized collections (uses Dublin Core)  Consortial ◦ OCLC WorldCat – MARC records ◦ ArchiveGrid – EAD finding aids, MARC records  Social media ◦ Flickr - images ◦ Facebook – more in-depth what’s new ◦ YouTube – videos from collection, how-to’s ◦ Blogs – announcements about processed collections, new acquisitions, help with identifying people in photos ◦ Twitter – brief blurbs (exhibit, lecture, etc.)

39.  Discovery ◦ Google ◦ Integrated library systems ◦ Databases ◦ The online catalog ◦ Finding aids  Access ◦ Email ◦ Phone ◦ In-person ◦ Remote  “Why can’t you just digitize everything?”

40.  Being able to identify what you have in hand  Knowing which descriptive standard to use  Ongoing, continuous training to stay current  Practice, practice, practice  Quality control  Providing subject headings and keywords to help researchers in discovery  Broad dissemination of metadata across several platforms to aid in discovery

41. No creator No title No text No publisher No printer No place of publication

43.  Customization of cataloging ◦ Choose standards appropriate to material ◦ No one-size-fits-all approach based on OPAC  Delivering metadata ◦ Portable across platforms ◦ Repurpose vs. reinvent ◦ Seamless and transparent to researchers

44.  New manuals targeting special materials ◦ Descriptive Cataloging of Rare Materials (Manuscripts) [DCRM(MSS)] ◦ Descriptive Cataloging of Rare Materials (Music) [DCRM(M)] ◦ Descriptive Cataloging of Rare Materials (Graphics) [DCRM(G)] ◦ Descriptive Cataloging of Rare Materials (Cartographic) [DCRM(C)]  Replacement schema for MARC

45.  We live in exciting times  New standards (RDA)  New platform on the horizon (post-MARC)  Ensure metadata schemas work together seamlessly  Above all, the end goal is to provide access for researchers

46.  Presentation is available at http://scholarsphere.psu.edu/