[Evergreen-catalogers] Call for updated MARC templates

Elaine Hardy ehardy at georgialibraries.org
Fri Apr 28 09:31:49 EDT 2017


+1 RDA only
+1 ability of catalogers to create custom templates, governed by
permissions.

PINES catalogers do almost all original cataloging in OCLC. Original in
PINES is limited to ephemeral items and kits created by the library so we
don't have a list of templates to contribute.

I would caution against creating so many templates; but, I understand a lot
of libraries have relatively untrained staff doing cataloging and expecting
them to correctly code the fixed field, 006, and 007 is not realistic.
Adding in the 3xx fields for RDA makes that even more problematic. This is
where something similar to OCLC's constant data would be very helpful --
fewer templates but the constant data could be both default and created by
local catalogers for their library's needs.

Like Sarah, I am also a little apprehensive concerning place holder
language. In our previous vendor system, the template for on-the-fly
records had prompts and we ending up with a lot of titles for on-the-fly
records being that prompt (Title goes here, or something equally helpful
when the item wasn't routed to cataloging on return)

 Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Apr 27, 2017 at 5:26 PM, Sarah Childs <sarahc at zionsvillelibrary.org>
wrote:

> +1 to RDA only.
>
> +1 for the ability of catalogers to create custom templates. As Jennifer
> said, even if we only gave that permission to a few select people, it would
> make updating them much more likely to happen on a regular basis.
>
> We've actually found text prompts to be somewhat problematic as apparently
> people tend to skim over pre-filled fields, and we end up with a bunch of
> records with default, meaningless text in some fields. YMMV, especially if
> you have mostly/only trained catalogers doing cataloging, and not
> many-hatted people who end up doing it on the side.
>
> In Evergreen Indiana, we've got a mix. Some AACR2, some RDA, some both. We
> have: Book on CD, Blu-ray, DVD, book, Music CD, serial, realia, Playaway,
> microfilm monograph and serial, art print (yep), scores, wii, VHS, kit,
> map, CD-ROM.  Please, help yourself.  Note that some of these should
> definitely be deprecated, and I haven't looked at them lately so I can't
> vouch for quality.
>
> Not sure the level of usage on them, either. VHS doesn't seem like it
> would be too necessary anymore. Even if you still have a collection, how
> often are people cataloging new ones?  Personally, I almost never use any
> of the templates, as I do my original cataloging in OCLC. For the
> occasional item that I do a local-only record, I am almost always copying
> an existing record with the Flat Text Editor and making edits from there,
> so I completely overwrite the templates when I do that.   Really the only
> one I ever use is realia, maybe once every year or two? However, most
> libraries in our consortium don't use OCLC, so they would be more likely to
> use the templates.
>
> On Thu, Apr 27, 2017 at 10:24 AM, Jonathan Furr <furrjt at forsyth.cc> wrote:
>
>> I really like the idea of prompts, like Don uses.  I think it would be
>> really useful if the stock installations could include brief tag descriptor
>> prompts that can be overwritten when doing original cataloging.
>>
>> I also agree with Jennifer that we don't need two different sets of
>> templates for AACR2 and RDA.  RDA templates should be the way to go.
>>
>>
>>
>>
>> Best,
>>
>> Jonathan Furr
>> Technical Services
>> Forsyth County Public Library
>> 336.703.3045 <(336)%20703-3045>
>> "'Thou shalt not' might reach the head, but it takes 'Once upon a time'
>> to reach the heart."
>>
>> On Thu, Apr 27, 2017 at 10:02 AM, Jennifer Weston <
>> Jennifer.Weston at davidsoncountync.gov> wrote:
>>
>>> Thanks for the clarification, Rogan.  Yes, I agree that having the
>>> ability to load templates at the database level that can be imported and
>>> exported from the staff client without the intervention of systems
>>> administrators would be lovely.  As a consortium, we would want to be able
>>> to limit permission to do this (to maintain consistency) but giving our
>>> Cataloging Task Force this ability would be quite beneficial.
>>>
>>> Back to Galen’s original question about improving the stock installation
>>> – here are the templates we currently have in NC Cardinal:
>>> Audio_Fiction
>>> Audio_Nonfiction
>>> Blu_Ray
>>> Book_Fiction
>>> Book_LPFiction
>>> Book_LPNonfiction
>>> Book_Nonfiction
>>> Computer_file
>>> DVD
>>> Games
>>> Kits
>>> Maps
>>> Music_Audio
>>> VHS_tape
>>>
>>> I don’t have access to the server but I can share what we see as
>>> catalogers.  Our templates have not been updated since 2014 (I believe) but
>>> they all have the basic RDA elements.  I don’t think we would advocate for
>>> two separate sets of templates (RDA and AACR2).  Having RDA in place now
>>> will help with future needs and possibilities.  Having templates for each
>>> common video (and audio) format is ideal for catalogers.
>>>
>>> I would like to see templates added for: 1) multiple format items such
>>> as Great Courses with DVD+Book and 2) Serials.
>>>
>>> Thanks for starting the conversation, Galen!
>>>
>>> Jennifer Weston
>>> Davidson County Public Library
>>> Technical Services Manager
>>> jennifer.weston at davidsoncountync.gov
>>> Phone: (336) 242-2941
>>>
>>>
>>> From: Evergreen-catalogers [mailto:evergreen-catalogers-b
>>> ounces at list.evergreen-ils.org] On Behalf Of Rogan Hamby
>>> Sent: Thursday, April 27, 2017 9:45 AM
>>> To: Evergreen Community Catalogers <evergreen-catalogers at list.eve
>>> rgreen-ils.org>
>>> Subject: Re: [Evergreen-catalogers] Call for updated MARC templates
>>>
>>> Read that first sentence, second paragraph as "is templates" not "isn't
>>> templates."  I need a lot more coffee.
>>>
>>>
>>>
>>> Rogan Hamby
>>> Data and Project Analyst
>>> Equinox Open Library Initiative
>>> phone:  1-877-OPEN-ILS (673-6457)
>>> email:  mailto:rogan at EquinoxInitiative.org
>>> web:  http://EquinoxInitiative.org
>>>
>>> On Thu, Apr 27, 2017 at 9:43 AM, Rogan Hamby <mailto:
>>> rhamby at equinoxinitiative.org> wrote:
>>> A small clarification is probably necessary here as it has some
>>> implications.  Usually the term "hard coded" means when something is bound
>>> into the source code of an application it self and Evergreen's templates
>>> are not.  The exist as external xml files that are loaded in a templates
>>> marc folder and Evergreen reads them from.  So, they can in fact be shared
>>> on WIKIs and between users.  What Galen is trying to do is not impossible
>>> for anyone currently, in fact any Evergreen server sysadmin should be able
>>> to do it.   But, he is improving the stock installation.
>>>
>>> With that said, what you're really asking about isn't templates loaded
>>> at the database level that can be imported and exported from the staff
>>> client without the intervention of systems administrators.  I believe there
>>> is a bug open for that already and don't think anyone would argue that
>>> wouldn't be welcome.  The db part should be pretty simple.  The staff
>>> client part I don't know.
>>>
>>>
>>>
>>>
>>>
>>> Rogan Hamby
>>> Data and Project Analyst
>>> Equinox Open Library Initiative
>>> phone:  1-877-OPEN-ILS (673-6457)
>>> email:  mailto:rogan at EquinoxInitiative.org
>>> web:  http://EquinoxInitiative.org
>>>
>>> On Thu, Apr 27, 2017 at 9:34 AM, Donald Butterworth <mailto:
>>> don.butterworth at asburyseminary.edu> wrote:
>>> Galen and All,
>>> It really is too bad that the MARC templates have to be hard coded. It
>>> would be SO much better if us catalogers could just create whatever we want
>>> and save it. For example, we have developed a monster RDA Archive MARC
>>> Record template which we are glad to share. (It is only our archival
>>> records that are not first created in WorldCat) It contains every
>>> imaginable field and subfield that relates to archival collections. But it
>>> is also filled with text, to act as prompts for the people who create the
>>> records; text that must be deleted or overwritten before the record becomes
>>> public.
>>> It certainly wouldn't be appropriate to use as an out-of-the-box
>>> template. But having that text there, and changeable, is a very handy thing.
>>> So what's your pleasure? You want a copy of the monster?
>>> Don
>>>
>>> On Wed, Apr 26, 2017 at 11:19 AM, Galen Charlton <mailto:
>>> gmc at equinoxinitiative.org> wrote:
>>> Hi,
>>>
>>> The MARC templates that ship with Evergreen were last updated in 2007
>>> and thus far predate RDA. I would like to see if we can ship more, and
>>> newer templates in Evergreen 3.0, and to that end would like to ask
>>> for your help.
>>>
>>> In particular, I'd like to know what folks doing original cataloging
>>> in Evergreen would want as a decent, but not necessarily overwhelming,
>>> set of templates.  Do we want a template for each common video format?
>>> Do we want AACR2 and RDA versions of the common templates? What else
>>> should I be asking for?
>>>
>>> I would also like to ask folks to share what custom templates they're
>>> using now.  If you have access to your Evergreen server, they are
>>> typically found in the /openils/var/templates/marc/ directory;
>>> templates can also be shared as MARCXML or MARC records.
>>>
>>> Regards,
>>>
>>> Galen
>>> --
>>> Galen Charlton
>>> Infrastructure and Added Services Manager
>>> Equinox Open Library Initiative
>>> phone:  1-877-OPEN-ILS (673-6457)
>>> email:  mailto:gmc at equinoxInitiative.org
>>> web:  https://equinoxInitiative.org
>>> direct: tel:%2B1%20770-709-5581
>>> cell:   tel:%2B1%20404-984-4366
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>>> reen-catalogers
>>>
>>>
>>>
>>> --
>>> Don Butterworth
>>> Collection Management Librarian /
>>> Faculty Associate
>>> B.L. Fisher Library
>>> Asbury Theological Seminary
>>> mailto:don.butterworth at asburyseminary.edu
>>> tel:(859)%20858-2227
>>>
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>>>
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>>
>>
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>
>
> --
> Sarah Childs
> Technical Services Department Head
> Hussey-Mayfield Memorial Public Library
> 250 North Fifth Street
> Zionsville, IN 46077
> 317-873-3149 x13330
> sarahc at zionsvillelibrary.org
>
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