1. Providing Access to Hidden Collections in Your Online Catalog Through Batchloading
Rebecca L. Mugridge
Jeff Edmunds
Pennsylvania Library Association
Annual Conference
November 12, 2008

2. Outline Introduction Literature review Batchloading at Penn State
Policy issues
Workflow
Future developments
Conclusions

3. Introduction User expectations Availability of records
Need for collaboration
Users expect to find everything online and more granularity
Records are available in ever-increasing numbers, at least partly due to the increased ease of metadata creation and repurposing.
Involvement of acquisitions, collection development, cataloging, IT, and public services staff

4. Literature review OCLC Major Microforms project, 1980s-
Myers (University of Southern Mississippi)
Toombs (St. Louis University)
Jones (Florida State University)
Dodd (Virginia Tech University)
Banerjee (Oregon State University)
Martin (University of North Carolina, Chapel Hill)

5. Batchloading at Penn State
2001 Working Group formed
Representation from all stakeholder groups
Documented member and chair responsibilities
Re-defined one position in Cataloging
Over half a million records batchloaded
14 % of the online catalog records

6. Policy issues Record quality vs. access
Format duplication: multiple vs. single records
Record-keeping and documentation of practices
Staffing levels
Purchasing record sets vs. downloading from OCLC
Decision making and getting input from the right people

7. Workflow Identification of available files Acquisition of files
Record review and evaluation
Record modification
Modifying records using MarcEdit

8. Workflow, cont’d Developing load specifications
Test loads and evaluation
Production load
Off-campus access
Promotion

9. Workflow, cont’d Vendor-supplied authority control
Managing catalog extracts
Post-load clean-up
Exposure to risk and URL management
Managing ongoing loads

10. What the future holds Technological developments
Resource Description and Access
Development of staff skill sets
Cross-training
Communication
Documentation of policies and procedures

11. Bibload Working Group Charge Chair job description
Member job description
Minutes
Procedures for reviewing bibliographic records
Technical details about active projects

12. For more information, please contact:
Rebecca L. Mugridge
Head, Cataloging and Metadata Services
Penn State University Libraries
126 Paterno Library
University Park PA 16802
phone:
fax: