Five Years of Electronic Resources Cataloging at Ohio University Libraries

Five Years of Electronic Resources Cataloging at Ohio University Libraries PowerPoint PPT Presentation

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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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Five Years of Electronic Resources Cataloging at Ohio University Libraries

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1. Five Years of Electronic Resources Cataloging at Ohio University Libraries Carrie Preston OVGTSL 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 Bibliographers’ Council E-resources Team “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 Reference Librarians Subject Bibliographers 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 Vendor-supplied records Batch searching in OCLC Quickly-created “short form” Marc records Old-fashioned, title-by-title cataloging Etc.

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 OCLC PromptCat 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. 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 [email protected] 740-597-1973

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