My History with OU Libraries. July 2001: hired straight out of library school as Electronic Resources Cataloger (new position)2002/03: re-organization of technical services; my position became part of new Serials
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1. Five Years of Electronic Resources Cataloging at Ohio University Libraries Carrie Preston
May 11, 2006
2. My History with OU Libraries July 2001: hired straight out of library school as Electronic Resources Cataloger (new position)
2002/03: re-organization of technical services; my position became part of new Serials & Non-Print Cataloging Department
3. My History with OU Libraries Late 2004/early 2005: replaced retiring supervisor as head of Serials & Non-Print Cataloging Department
Am still responsible for day-to-day work of e-resource cataloging
4. E-Resource Cataloging Policies and Procedures from chaos to consistency
5. Starting Point: 2001 Many e-resource cataloging policy decisions had been made by non-catalogers
Assistant Dean for Collection Development
“Squeaky wheel” individuals
6. Starting Point: 2001 Policies were idiosyncratic to OU Libraries and incongruent with state and national standards (OCLC, AACR, OhioLINK)
Policies were labor-intensive and required much duplication of effort
Decisions were not documented; reasoning behind policies was no longer clear
7. 2001-2006: Traveling Toward Consistency Examine professional literature and state and national standards for e-resource cataloging
Work to incorporate best practices and standards into OU Libraries policy
Advocate for the elimination of labor-intensive idiosyncratic policies (a work in progress)
8. Coordinating Acquisitions and Cataloging from chaos to consistency
9. Starting Point: 2001 Assistant Dean for Collection Development personally handled e-resource acquisitions
Cataloger was often unaware of new e-resource subscriptions or changes to old subscriptions
Introductory e-mails, vendor contact information, licenses, etc. were inaccessible to cataloger
10. 2001-2006: Traveling Toward Consistency Retirements and new hires in Acquisitions and Collection Development create opportunities for change
Keep introductory e-mails, license agreements, etc. organized and accessible
Establish specific procedures to ensure electronic titles are activated and cataloged
11. 2001-2006: Traveling Toward Consistency 2004-present: OU Libraries create and fill position of Electronic Access Librarian
Registers/activates subscriptions & serves as vendor contact
Establishes procedures to ensure cataloger is aware of new subscriptions and changes to existing subscriptions
12. Which E-Resources Get Cataloged? from squeaky-wheel system to (more) consistent policy
13. Starting Point: 2001 Cataloging was often initiated when a non-cataloger asked that a particular set of e-journals, e-books, etc. be cataloged
Assistant Dean for Collection Development
Many items went uncataloged because no one had asked for them to be cataloged
14. Starting Point: 2001 Catalogers were out-of-touch with the relative popularity, importance, and cost of various e-resources
Squeaky wheel principle trumped rational consideration of the value gained from cataloging particular sets of e-journals and e-books
15. 2001-2006: Toward Inclusive Cataloging Consider rational criteria when performing cataloging triage
Scholarly importance of resource
Cost of resource
Size of potential audience
Ease of access by methods other than the catalog
Feasibility of cataloging job (including availability of vendor-supplied records)
16. 2001-2006: Toward Inclusive Cataloging Inventory large sets of uncataloged, paid-access e-journals and e-books
Examine alternatives and discover the best approach to cataloging each specific set
Batch searching in OCLC
Quickly-created “short form” Marc records
Old-fashioned, title-by-title cataloging
17. Cooperative Cataloging and Outsourcing taking advantage of opportunities
18. Starting Point: 2001 Catalogers feared that outsourcing would threaten catalog quality and job security
Government documents cataloging was outsourced, but possibilities for outsourcing other e-resource cataloging had not been seriously investigated
19. 2001-2006: Toward More Outsourcing and Cooperation Dean of Libraries supports and encourages outsourcing
Successful experiences build staff acceptance
Prefabricated Marc records for e-resources provided for free (by vendors and/or OhioLINK)
20. 2001-2006: Toward More Outsourcing and Cooperation 2005: OU libraries contract with Serials Solutions to provide a limited number of prefabricated Marc records for electronic journals
January 2006: contract expanded to provide over 30,000 Marc records for e-journals
Goal of universal cataloging for paid-access e-journals is brought much closer to reality
21. Lessons Learned Set rational cataloging policies congruent with national standards
Non-catalogers’ input is necessary and welcome, but catalogers should be the ones to ultimately set cataloging policy
Document policy decisions
22. Lessons Learned Establish a clear procedure for informing catalogers of new electronic acquisitions
Make cataloging triage decisions based on rational criteria
Examine alternatives to find the best approach to cataloging each set of e-resources
23. Lessons Learned Embrace outsourcing and cooperation. It’s the only way a large modern library can come close to providing full cataloging of its subscription e-resources.
Accept that e-resources are here to stay. Catalogers must take ownership of the task of providing access to these resources.
24. Recommended Reading Bradford, L. E. (2004). Innovative redesign and reorganization of library technical services: paths for the future and case studies. Westport, CT: Libraries Unlimited.
Chaudhry, A. S., & Periasamy, M. (2001). A study of current practices of selected libraries in cataloguing electronic journals. Library Review, 50(9), 434-443.
25. Recommended Reading Chen, X., Colgan, C., Greene, C., Lowe, E., & Winke, C. (2006). E-resource cataloging practices: a survey of academic libraries and consortia. The Serials Librarian, 47(1/2), 153-179.
Jones, W. (2002). How to do it not badly. The Serials Librarian, 43(2), 17-20.
Mitchell, A. E., & Surratt, B. E. (2005). Cataloging and organizing digital resources: a how-to-do-it manual for librarians. New York: Neal Schumann.
26. Recommended Reading Weitz, J. Cataloging electronic resources: OCLC-MARC coding guidelines. http://www.oclc.org/support/documentation/worldcat/cataloging/electronicresources/
Zhang, X. (2003). Combining traditional journal check-in and claiming activities with electronic journal initiation and maintenance activities. Library Resources & Technical Services, 47, 208-214.
27. Contact Information Carrie Preston
Head, Serials & Non-Print Cataloging
Ohio University Libraries