1. UCSD BIBCO Orientation October 2014
Shi Deng
BIBCO Coordinator
October 17, 2014

2. BIBCO Orientation Outline
Overview of the BIBCO Program
Membership Benefits
Program Parameters
Documentation
Workflow
Reporting Statistics
BIBCO Review
Quiz
Disclaimer
Short and revised version of Nov. 25, 2013 webinar presentation by Jessalyn Zoom.
Jessalyn’s presentation file available
On PCC website under BIBCO training:
On P drive BIBCO folder: P:\MSD\BIBCO

3. Overview of BIBCO BIBCO – Monographic Bibliographic Record Program
Governed by representatives of the member libraries
No centralized database among participating utilities to redistribute bibliographic records automatically
Participants contribute new or edit existing bibliographic records using shared databases (e.g. OCLC, SkyRiver, etc.)
The PCC encourages BIBCO participants and utilities to maximize availability of BIBCO records

4. PCC Membership Benefits
Participating in programs that are shaping the future of cataloging practice
Reducing the cost of cataloging operations
Increasing the number of cataloging records that can be used with little editing
Receiving training by experienced PCC trainers

5. BIBCO Program Parameters
Membership requirements
Proficiency in creating bibliographic records for monographic and integrating resources using RDA as description standards, applying accepted cataloging standards for subject analysis and classification of monographic materials
Achieve and maintain independence for contributing authority records in NACO
Acquire OCLC Enhance National (ENN) authorization or appropriate authorization form other utilities
Undergo “Training webinar for New BIBCO Members”
Undergo review of records to reach independence
Local BIBCO liaison coordinate local program activities, ensure quality contribution, and communicate with PCC BIBCO Coordinator and other BIBCO contacts

6. BIBCO Program Parameters
PCC Governance
Directors of BIBCO institutions vote annually for BIBCO representatives to the PCC Policy Committee
Those in policy level positions are eligible for nomination to serve as BIBCO representative to the PCC Policy Committee
BIBCO Contacts may attend the annual PCC Operation Committee
Members from BIBCO libraries may serve on committee and task groups, become trainers or reviewers

7. BIBCO Program Parameters
BIBCO Contribution Requirements
Contribute a minimum of 100 bibliographic records annually
Designate BIBCO records with MARC field “042 pcc” and “leader/17 Encoding level = #”
Support controlled access points with authority records
Assign at least one or two subject headings from an established thesaurus
Assign a classification number from an established classification system
Follow instructions in DCM Z1 for series treatment
UCSD Practice: if SAR available, provide series access point

8. BIBCO Program Parameters
General Documentation
BIBCO Participants’ Manual (BPM)
RDA in conjunction with LC/PCC Policy Statement
PCC RDA BIBCO Standard Record (BSR) Metadata Application Profile
PCC Combined Provider-Neutral E-Resource Guidelines
Integrating Resource Manual
Post RDA Implementation Guidelines and Standards
Descriptive Cataloging Manual Z1 (DCM Z1)
SHM: Subject Headings Manual
CSM: Classification and Shelflisting Manual

9. BIBCO Program Parameters
General Documentation (Cont’d)
MARC 21 Format for Bibliographic Data
ALA-LC Romanization tables
PCC Guidelines for Creating Bibliographic Records in Multiple Character sets
PCC website
Utility Input Guidelines (OCLC)
Bibliographic Formats and Standards
Guidelines for National Enhance Participants
Note: These documents appear in various locations in the PCC, Cataloger’s Desktop, and other websites.

10. Workflow: General
BIBCO libraries decide what and when to catalog a record as a BIBCO record
Search OCLC to avoid duplication
When Local needs dictate a practice not supported by BIBCO documentation, a library may choose between 2 options:
Contribute a non-BIBCO record (e.g. controversy CCT)
Modify the content of the record for its local use only (e.g. add 793, 590, etc.)
Contribute BIBCO records via OCLC; no centralized database, no 010 LCCN
Do not assign conventional collective titles with "Selections" in the following situations (instead, determine the preferred title of the work by following RDA /5):
A compilation of poems, short stories, essays, etc. that has its own title and is being published for the first time, and/or
A compilation whose contents are intended by its creator to exist together as one work.
In case of doubt, do not assign a conventional collective title.
This preferred title should be input in the 245 field and not the 240.
Note that this is different than LC's policy as described in LC PS
Classify such publications as separate works.

11. Workflow: BIBCO Record
BIBCO Standard Record (BSR) is a bibliographic record for a monographic or integrating resource that has been authenticated by a participant in the BIBCO Program
Apply BSR Metadata Application Profile
Authentication by UCSD
Leader/17 Encoding level = # [blank]
Leader/18 Descriptive cataloging form = i
008/39 Cataloging source = c or # [blank] if enhance national level record
040 Cataloging source/language:
Original : $a CUS $b eng $e rda $c CUS
Original E-resource: $a CUS $b eng $e rda $e pn $c CUS
Enhance: $a XXX $b eng $e rda $c XXX $d CUS
Enhance E-resource: $a XXX $b eng $e rda $e pn $c XXX $d CUS
050 LC call no.: 050#4 or if enhance national level record
UCSD Autostat: regular autostat code + BIBCO code XBA

12. Workflow: BIBCO Record (cont’d)
Make BIBCO record for print and electronic
BSR is a “floor” description that emphasizes access points
Inclusion of essential data that supports user tasks
RDA “core” and “core if”
“PCC core” and “PCC recommended”
Additional elements may be added if determined to be important for identification or access
Entities for names, subject, and series must be supported by authority records established through NACO and SACO
Using defined element set in the BSR will allow the consistency in the catalog
BSR content is supported through use of MARC 21 Formant for Bibliographic Data
Take a look at BSR on PCC core and PCC Recommended

13. Workflow Phase I: Original
Both print and electronic resources:
BSR Metadata Application Profile
Electronic Resource:
Apply also: Provider-Neutral Guidelines
Code for ECIP vs. General BIBCO
ECIP
General BIBCO
Encoding level (Leader/17) 8
# [blank]
Cataloging source (Leader/39) c
Authentication (042)
pcc
LC Call no. (050)
050 00
050 #4

14. Workflow Phase II: Enhancing
Adaptation of Records from Another Utility
Follow the MARC coding conventions for 040
$a Original library’s MARC code
$c Contributing library’s MARC code
Example: 040 MiEM $b eng $e rda $c CUS
Updating an Existing Non-BIBCO Records
$c Original library’s MARC code
$d Contributing library’s MARC code
Example: 040 DAD $b eng $e rda $c DAD $d CUS
Modification to existing BIBCO Records
Follow the MARC coding conventions for 040 (see above)

15. Workflow Phase II: Enhancing
Code for updating non-BIBCO records to BSR
OCLC documentation for enhance libraries
Enhance Training Guidelines
Guidelines for National Level Enhance Participants
Changes to existing BIBCO Records
BPM Section J. Record Maintenance.
Type of Record
Non-BIBCO
Update to BIBCO
Encoding level (Leader/17)
3, K, I, or #, etc.
# [Blank]
Cataloging source (Leader/39)
National Library
Other Library d c
Authentication (042)
lcode
lcode $a pcc
Non-exist
pcc
LC Call no. (050/090)
Library of Congress
050 00
050/090
050 #4
OCLC
A National Level Enhance authorization can lock and replace any record within its authorized bibliographic format(s) regardless of Encoding Level, with the exception of Encoding Level E records
Encoding level J: only can change to: 4, I, J, K
Encoding level E: cannot change it

16. Workflow: Authority Control
NACO
Documentation:
Post RDA Implementation Guidelines and Standards
Descriptive Cataloging Manual Z1 (DCM Z1)
Personal, corporate, or conference names, family names, and place names
Required to evaluate: “THIS 1XX FIELD CAN NOT BE USED UNDER RDA”
Strongly encouraged to evaluate: “RDA acceptable AACR2 NAR”
Required to recode to RDA:
If updating a record, such as adding additional info (bio date, fuller form, etc.)
If base NAR is used in a new extended RDA NAR (parent body, collective conf., etc.)
Strongly encouraged to recode: If changing or making a new record that has 5XX fields, also upgrade the records linked to in the 5XX’s
Preferred titles/*Conventional Collective Titles (CCT)
UCSD local practice for RDA
*Series tracing:
UCSD does not trace series, if no SAR readily available
Reporting BFM on LC bibliographic records
Guidelines for Reporting NACO BFM
Do not assign conventional collective titles with "Selections" in the following situations (instead, determine the preferred title of the work by following RDA /5):
A compilation of poems, short stories, essays, etc. that has its own title and is being published for the first time, and/or
A compilation whose contents are intended by its creator to exist together as one work.
In case of doubt, do not assign a conventional collective title.

17. Workflow: Authority Control
LCSH
Documentation:
LC SHM: Subject Headings Manual instruction sheets
H170 CONSER and BIBCO Standard Records
H180 Assigning and Constructing Subject Headings
H181 Arabic and Persian Subject Headings
H182 Chinese, Japanese, and Korean Subject Headings
Assign at least one or two headings from the subject authority file and/or name authority file to represent the primary subject and/or form of the work at the appropriate level of specificity
May assign additional headings to a record for secondary or tertiary subjects
Establish new headings for discrete topics and named entities as needed through SACO
Genre/Form terms
Encouraged to include genre/form terms in BIBCO records where appropriate

18. Workflow: Authority Control
LC Classification (applied by UCSD)
Documentation:
CSM: Classification and Shelflisting Manual
Policy on Classification numbers in BIBCO Records
Only a classification number is required, supplying a full call number is an option
UCSD: full call number for print
UCSD: classification number for e-resource
Not to supply an alternative number if it is a bibliography. etc.
UCSD: Prefer specific subject classification (Call Number Policy and Practices)
Check LCC that a current classification number is used
May check the LC online shelflist to formulate a number for authors, musicians, and artists generally not printed in LCC
If an LC classification number does not exist, submit a classification proposal, follow the guidelines.
Other Classification
If a classification number from another scheme appears in a record, retain the number during the upgrade for a BSR
LCC is not required by BIBCO for classification
UCSD Practice:
use the appropriate subject classification number for a bibliography that has a specific subject focus

19. Reporting Statistics: BIBCO
Timeline: Report twice a year to PCC/BIBCO
April 9 for October-March
Oct 4 for April-September
Total of records that added “042 pcc” by UCSD
New original cataloging records (Including ECIP)
Existed records being upgraded to meet BIBCO standards
Not counted:
Correction or Enhancement to existed BIBCO records that have “042 pcc” already

20. Reporting Statistics: In house
Add BIBCO autostat code “xba” to records YOU add “042 pcc”
New original cataloging records
Authenticate/Upgraded existed non-BIBCO records
Always pair BIBCO code with cataloging code(s)
Example: New record
s catOCT14;rz;1;SA
s catOCT14;rz;1;OD
s catOCT14;rz;1;XBA
Example: Upgraded non-BIBCO record to BSR
s catOCT14;rz;1;EE
Do not Apply: Updating existed BIBCO record
s catOCT14;rz;1;EE or
s catOCT14;rz;1;FC

21. In-house Review: Catalogers
Responsibilities of the BIBCO catalogers
Review records for obvious errors before submitting to reviewer
Send records in no more than 5 per week to reviewer
Records submitted supported by NAF for Name and LCSH, and LCC
Provide reviewer with access to records prior to their contribution to OCLC
Revise records according to reviewer’s feedback before creating more new records
Respond to reviewer’s questions promptly

22. In-house Review: Reviewers
Responsibilities of the BIBCO reviewer:
Provide feedback within a week to maintain local workflows and timely contribution of records to the shared database
Respond to cataloger’s questions promptly
Communicate with catalogers if a longer time period is necessary for review
Report serious cataloging errors to the institutional BIBCO Contact
Track progress of each cataloger under review as she/he approaches independence
Consult with cataloger and her/his supervisor if problems persist in order to determine if additional training is necessary

23. In-house Review: Criteria
Criteria for evaluation
The reviewer examines records with these qualitative standards in mind:
The MARC 21 format Leader and 008 fields are coded accurately
042 pcc is present
All access points are represented in the appropriate authority files
A standard classification number is present in bibliographic records for formats which require one
All mandatory fixed and variable fields are present
Descriptive cataloging follows PCC policy and documentation
Enhancements to existing records meet input standards of the utility
The errors in early groups of records appear less often in later groups of records because the catalogers are responding to corrections
The reviewer considers the body of records with these quantitative standards in mind:
Records represent the types of materials the BIBCO participant will contribute
The participant has produced records or a quantity sufficient to assure consistent high quality

24. Quiz
BIBCO, CONSER, NACO, SACO, which doesn’t have a centralized database? ______________
The encodng level for BSR is _____
The cataloging source for BSR is ______
The tag and indicator used for call number is_______
When do you NOT add autostat code XBA? _________
Questions & Discussion
Thank you!