School of Library and Information Science
Indiana University
Spring 2009


S631: Advanced Cataloging


Tuesday, 5:45-8:30 PM

SLIS 036

Instructor: Taemin K. Park
E-mail: park@indiana.edu
Office Hours: By appointment
Last updated: January 21, 2009

The syllabus is subject to modification

URL = http://mypage.iu.edu/~park/S631spring2009.htm

 

Course Description:

 

This course will provide students extensive background in description and access for electronic resources. It covers the bibliographic control of serials, electronic serials, e-books, integrating resources, and video recordings. It also includes in-depth subject authority control. Students will gain hands-on experience in creating and editing MARC records in the OCLC Connexion. LC ClassificationWeb will be utilized. Additional metadata schemes, DC (Dublin Core) and MODS (Metadata Object Description Standard) will be explored and practiced in assignments.

 

Prerequisites:

 

S504 or consent of the instructor

 

Course Objectives:

 

  • To give students more extensive background in descriptive cataloging problems and issues related to electronic resources and non-book materials
  • To introduce the online tools and resources for describing electronic and non-book resources
  • To expose students to current issues and future trends in description, access, and authority control
  • To give in-depth coverage of cataloging standards and tools, including AACR2R,  LCSH, LCC, and MARC21 formats
  • To enable students to create bibliographic descriptions and access points for a variety of non-book formats including integrating resources using current tools and guidelines
  • To discuss and apply the current metadata tools and crosswalks in electronic resource description and organization

 

Course Texts:

 

Most of readings will be available on the Web via IUL’s online full text journal site and/or  LC Cataloger’s Desktop. 

 

 

Required:

Anglo-American Cataloging Rules, 2nd ed. 2005 update. Chicago : American Library Association.

 

Recommended:

Hsieh-Yee, Ingrid. 2006. Organizing Audiovisual and Electronic Resources for Access: A Cataloging Guide. 2nd ed. Westport, Conn. : Libraries Unlimited.

 

Teaching Methods:

 

Lecture, demonstration, guest speaker, in-class exercise, homework, and discussion

 

Grading Scale:

 

Indiana University
School of Library and Information Science
Definitions of Letter Grades

 

Grade

Grade Point

Definition

A

4.0

Outstanding achievement. Student performance demonstrates full command of the course materials and evinces a high level of originality and/or creativity that far surpasses course expectations.

 

 

A-

3.7

Excellent achievement. Student performance demonstrates thorough knowledge of the course materials and exceeds course expectations by completing all requirements in a superior manner.

 

 

B+

3.3

Very good work. Student performance demonstrates above-average comprehension of the course materials and exceeds course expectations on all tasks as defined in the course syllabus.

B

3.0

3.0 Good work. Student performance meets designated course expectations, demonstrates understanding of the course materials and performs at an acceptable level.

 

 

B-

2.7

Marginal work. Student performance demonstrates incomplete understanding of course materials.

C+(or C)

2.3 (2.0)

Unsatisfactory work. Student performance demonstrates incomplete and inadequate understanding of course materials.

C-

1.7

Unacceptable work. Coursework performed at this level will not count toward the MLS or MIS degree. For the course to count toward the degree, the student must repeat the course with a passing grade.

 

 

**Academic (e.g. plagiarism) and personal misconduct by students in this class are defined and dealt with according to the procedures in the Code of Student Ethics.

Student Requirements: Assignment and Presentation

Final grade will be based on:

 

Cataloging exercises: 65%

Project: 25%

Attendance and Participation: 10%

 

Assignment Schedule

 

Assignment

 

Grade percentage

Duedate

Ex. 1: LCSH

10%

Feb. 17

Ex. 2: LCC

10%

Mar. 3

Ex. 3: Descriptive cataloging for serials (print)

10%

Mar. 24

Ex. 4: Descriptive cataloging for e-serials and e-monographs

10%

Apr. 7

Ex.5: Integrating resources cataloging in Dublin Core and  MARC

15%

Apr. 21

Ex.6: Descriptive cataloging for videorecordings

10%

Apr. 28

Final Project

25%

May 5

 

 

Assignment Description (short version)

 

More instruction for each assignment will be provided in class.

 

Ex. 1. Library of Congress Subject Headings assignment. 

 

Ex. 2. LC Classification assignment.

 

Ex. 3. Descriptive cataloging of serial publications (print) in MARC21.

 

Ex. 4.  Descriptive cataloging for online serials and monographs in MARC 21.

 

Ex. 5. Descriptive cataloging for integrating resources in MARC 21 and Dublin Core.

 

Ex. 6. Descriptive cataloging for videorecordings.

 

Final Project 

 

Students will have a unique opportunity in contributing metadata records to Indiana University Digital Library Program (IUDLP). Students will participate cataloging the Documenting Films: An Archive of Classroom Study Guides, 1928-1979, a collaborative project between subject specialists in the Wells Library and the Film Studies Program and the DLP. The main project activities include: digitization, metadata creation, usability testing, web application development. The project aims to digitize and provide online access to these educational film guides through metadata creation and link to instructional films already digitized.  DLP notes that “the core activities as part of this project are digitization and cataloging.” The class will be involved as a cataloging team for this project which includes the whole spectrum of bibliographic description including provision of linking entries to films online, and subject access. The metadata for the film guides will be based on the MODS schema and will be transformed, upon completion as valid MODS record. Detailed cataloging manual and guidelines will be presented by IU Digital Library Program. The resulting MODS records will be stored in the DLP’s repository site and will be shared worldwide via the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH).

 

Course Outline

 

Session 1: Jan. 13

Course organization and overview.

Review of descriptive cataloging in AACR2R and MARC formats.

Authority control.

Functional Requirements for Bibliographic Records (FRBR).

 

Readings:

 

Baca, Murtha. 2004. “Fear of authority? Authority control and thesaurus building for art and material culture information.”  Cataloging & Classification Quarterly, 38, no.3/4: 143-151. Available at IUL’s online full text journal site.

 

Banush, David. 2008. “Stepping out: The expanding role of catalogers in academic libraries and academic institutions.”  Cataloging & Classification Quarterly, 45, no.3: 81-90. Available at IUL’s online full text journal site.

 

Gorman, Michael. 2004. “Authority control in the context of bibliographic control in the electronic environment.” Cataloging & Classification Quarterly, 38, no.3/4: 11-22. Available at IUL’s online full text journal site.

 

Hsieh-Yee, Ingrid. 2006. Organizing Audiovisual and Electronic Resources for Access: A Cataloging Guide. 2nd ed. Englewood, Colo. : Libraries Unlimited. Ch. 1 and 2.

 

Storey, Tom. 2003. “Understanding FRBR: the new bibliographic model.” OCLC Newsletter, no. 262 (Oct.-Dec.): 13-15. URL= http://www.oclc.org/news/publications/newsletters/oclc/2003/262/frbr.htm

 

Talmacs, Kerrie. 1998. “Authority control.” In Technical Services Today and Tomorrow. Edited  by Michael Gorman and Associates. 2nd ed. Englewood, CO : Libraries Unlimited. Pp. 129-139. Available in the NetLibrary e-book collection.

Tillett, Barbara. 2004. What is FRBR? : A Conceptual Model for the Bibliographic Universe.

URL=http://lcweb.loc.gov/cds/FRBR.html

Understanding FRBR : What It  is and How It Will Affect Our Retrieval Tools. 2007. Edited by Arlene G. Taylor. Westport, Conn. : Libraries Unlimited. Ch. 1,2,3. [Z666.6 .U53 2007]

 

Consult:

AACR2R Ch. 1, 2, 21, 22 and 26.

 

Session 2: Jan. 20

IU DLP presentation about the Film guide collection and cataloging project.

Subject cataloging and vocabulary control.

 

Readings:

Jin, Qiang. 2008.  “Is  FAST the right direction for a new system of subject cataloging and metadata?” Cataloging & Classification Quarterly, 45, no.3: 91-110. Available at IUL’s online full text journal site.

 

Schwartz, Candy. 2008. “Thesauri and facets and tags, oh my! A look at three decades in subject analysis.” Library Trends, 56, no. 4 (spring 2008): 830-842. Available at IUL’s online full text journal site.

 

Session 3: Jan. 27

 

No Class. Midwinter ALA.

 

Session 4: Feb. 3

LCSH.

 

Readings:

Chan, Lois Mai. 2005. Library of Congress Subject Headings: Principles and Application. 4th ed. Westport, Conn. : Libraries Unlimited. Ch. 1, 2, 3, 4, 7.

 

Session 5: Feb. 10

LCSH. (Cont.)

 

Readings:

Chan, Lois Mai. 2005. Library of Congress Subject Headings: Principles and Application. 4th ed. Englewood, Colo. : Libraries Unlimited. Ch. 5, 8.

 

Consult:

LC Classification Web

 

Library of Congress. Subject Cataloging Division. 1996.  Subject Cataloging Manual: Subject Headings.

Washington, D.C. : Cataloging Distribution Services, Library of Congress. Available via LC Cataloger’s Desktop.

 

Library of Congress. 1999. Free-Floating Subdivision: An Alphabetical Index. Washington, D.C.: Cataloging Distribution Service, Library of Congress. Available via LC Cataloger’s Desktop.

 

Session 6: Feb. 17 (Ex. 1 Due)

Library of Congress Classification (LCC).

Introduction. Tables.

Assigning class numbers.

 

Readings:

Chan, Lois Mai. 1999. A Guide to the Library of Congress Classification. 5th ed. Englewood, Colo.: Libraries Unlimited. Chapters 1-5.

 

Svenonius, Elaine. 2000. The Intellectual Foundation of Information Organization. Cambridge : MIT Press. pp. 15-30. Available in the NetLibrary e-book collection.

 

Consult:

LC Classification Web.

Library of Congress. Office for Subject Cataloging Policy. 2008. Subject Cataloging Manuals: Classification and Shelflisting Manual. Washington, DC : Cataloging Distribution Service, Library of Congress. Available via LC Cataloger’s Desktop.

 

Session 7: Feb. 24

LCC (Cont.)

 

Session 8: Mar. 3 (Ex.2 Due)

Descriptive cataloging: Serials (Print).

 

What is a serial?

Basics of serials original and copy cataloging.

 

Consult:

AACR2R. Ch. 1, 12.

 

CONSER Cataloging Manual. 1993- . Washington, D.C. :  Serials Record Division, Library of Congress : Distributed by the Cataloging Distribution Service. Available via LC Cataloger’s Desktop.

 

 

Session 9: Mar. 10  

Presentation by DLP staff

(Introduction about final project details)

Serials cataloging (Cont.)

 

Session 10: Mar. 17

No Class. Spring Break.

 

Session 11: Mar. 24 (Ex. 3 Due)

Descriptive cataloging: Overview on Internet resource cataloging

 

Readings:

 

Chepesiuk, Ron. 1999. “Organizing the Internet: The core of the challenge.” American Libraries, 30, no. 1: 60-63. Available at IUL’s online full text journal site.

 

Gorman, Michael. 2003. “Cataloging in an electronic age.” Cataloging & Classification Quarterly, 36, no. ¾: 5-17. Available at IUL’s online full text journal site.

 

Hsieh-Yee, Ingrid. 2006. Organizing Audiovisual and Electronic Resources for Access: A Cataloging Guide. Englewood, Colo. : Libraries Unlimited. Ch. 6.

 

Mandel, C.A. and R. Wolven. 1996. “Intellectual access to digital documents: Joining proven principles

with new technologies.” Cataloging & Classification Quarterly, 22, no. 3/4: 25-42. Available at IUL’s online full text journal site.

 

Wakimoto, Jina Choi. 2003. “Electronic resources: Approaches in providing access.” Journal of Internet Cataloging, 6, no.2: 21-33. Available at IUL’s online full text journal site.

 

 

Consult:

AACR2r. Ch. 1, 9, 12

 

Weitz, Jay. Cataloging Electronic Resources: OCLC-MARC Coding Guidelines. OCLC WorldCat Content Management Division. Rev. 2003 July 17. URL = http://www.oclc.org/support/documentation/worldcat/cataloging/electronicresources/default.htm

 

ISBD (ER): International Standard Bibliographic Description for Electronic Resources. Available via LC Cataloger’s Desktop.

 

Session 12: Mar. 31

Descriptive cataloging: Online serial cataloging; Integrating resources (Websites, databases, online services).

 

Readings:

Cargille, Karen, ed. 1998. “Lost in cyberspace? Issues in subject access to electronic journals.” Serials Review, 24, no.2: 101-109. Available at IUL’s online full text journal site.

 

Dong, Elaine X. 2004/2005. “Organizing Websites:  A dilemma for libraries.” Journal of Internet Cataloging, 7, no.3/4: 49-58. Available at IUL’s online full text journal site.

 

 

Reynolds, Regina Romano. 2001. Seriality and the Web. In Managing Electronic Serials. Pp. 1-17. Chicago : American Library Association. [Z692.E43 M36 2001]

 

Serials Cataloging Issues by CONSER Program. URL =  http://www.loc.gov/acq/conser/issues.html

 

Simpson, Pamela and Robert Seeds. 1998. “Electronic journals in the online catalog: Selection and bibliographic control.”  Library Resources & Technical Services, 42, no.2: 89-101. Available at IUL’s online full text journal site.

 

Consult:

AACR2r. Ch. 1, 9, 12

CONSER Cataloging Manual Module 31: Remote Access Computer File Serials. By Melissa Beck with the assistance of Bill Anderson, Les Hawkins, and Regina Reynolds. Revised spring 2004. Available via LC Cataloger’s Desktop.

 

Session 13: Apr. 7 (Ex. 4 Due)

Guest speaker.

Metadata and Cataloging. Dublin Core.

Crosswalks between Dublin Core (DC) and MARC 21 in OCLC Connexion.

 

Readings:

 

Coleman, Anita S. 2005. “From cataloging to metadata: Dublin Core records for the library catalog.” Cataloging & Classification Quarterly, 40, no. ¾: 153-181.

 

Gilliland-Swetland, Ann J. 1998. “Defining metadata.”  In Introduction to Metadata: Pathways to Digital Information. Pp. 1-8. Los Angeles: Getty Information Institute.

 

Hsieh-Yee, Ingrid. 2006. Organizing Audiovisual and Electronic Resources for Access: A Cataloging Guide. Englewood, Colo. : Libraries Unlimited. Ch. 8.

 

Milstead, Jessica, and Susan Feldman. 1999a. “Metadata: Cataloging by any other name.” Online 23, no. 1: 25-31. URL = http://www.onlineinc.com/onlinemag/OL1999/milstead1.html

 

Tennant, Roy. 1998. “Digital libraries: 21st-century catalog.” Library Journal, 123: 30-31. Available at IUL’s online full text journal site.

 

Vellucci, Sherry L. 2000. “Metadata and authority control.”  Library Resources & Technical Services, 44: 33-43. Available at IUL’s online full text journal site.

 

Consult:

 

Dublin Core Metadata Initiative. URL = http://dublincore.org/

DCMI Abstract Model. URL = http://dublincore.org/documents/abstract-model/

Hillman, Diane. 2001. Using Dublin Core. URL = 

http://dublincore.org/documents/2001/04/12/usageguide/

 

Powell, Andy. Guidelines for implementing Dublin Core in XML.  URL =

http://dublincore.org/documents/dc-xml-guidelines/

 

Session 14: Apr. 14  

Guest lecture on MODS.

Discussion about the DLP project.

 

Session 15: Apr. 21 (Ex. 5 Due)

Descriptive cataloging: Video-recordings.

Genre and Form Headings.

 

Readings:

AACR2R. Ch. 7

 

Ho, Jeannette. 2004. “Cataloging practices and access methods for videos at ARL and public libraries in the United States.”  Libraries Resources & Technical Services, 48, no.2: 107-121. Available at IUL’s online full text journal site.

 

Hsieh-Yee, Ingrid. 2006. Organizing Audiovisual and Electronic Resources for Access: A Cataloging Guide. Englewood, Colo. : Libraries Unlimited. Ch. 4.

 

Timeline and Plan for the Next Five Library of Congress Genre/Form Projects. URL = http://www.loc.gov/catdir/cpso/genretimeline.pdf

 

Miller, David P. 2000. “Out from under: Form/genre access in LCSH.” Cataloging and Classification Quarterly, 29, no.1/2: 169-188. Available at IUL’s online full text journal site.

 

Yee, Martha M. 2001. “Two genre and form lists for moving image and broadcast materials: A comparison.”  Cataloging and Classification Quarterly, 31, no. ¾: 237-295. Available at IUL’s online full text journal site.

 

Session 16: Apr.  28 (Ex. 6 Due)

Report about the DLP  project.

 

Session 17: May 5—Final Project Due.

 

 

 

 

Cataloging Guides (selective)

 

Andrew, P. G. 1999.  “Cataloging the contemporary printed atlases.” Cataloging & Classification Quarterly,  27, 1/2: 147-164.

 

Chan, Lois Mai. 2005. Library of Congress Subject Headings: Principles and applications. 4th ed. Westport, CT : Libraries Unlimited.

 

Chan, Lois Mai. 1999. A Guide to the Library of Congress Classification. 5th ed. Englewood, Colo.: Libraries Unlimited.

 

Chan, Lois Mai. 1994. Cataloging and Classification : An Introduction. 2nd ed. New York : McGraw-Hill.

 

Fritz, Deborah A. 2004. Cataloging with AACR2 & MARC 21 : For Books, Electronic Resources, Sound Recordings, Videorecordings, and Serials. Chicago : American Library Association.

 

Hsieh-Yee, Ingrid. 2006. Organizing Audiovisual and Electronic Resources for Access: A Cataloging Guide. Englewood, Colo. : Libraries Unlimited.

 

Lubas, R. L. 2003.  “The evolution of bibliographic control of maps.” Cataloging & Classification Quarterly, v. 35,no. 3/4:437-446.

Maxwell, Robert L. 1997. Maxwell's Handbook for AACR2R : Explaining and Illustrating the Anglo-American Cataloguing Rules and the 1993 Amendments. Chicago, IL : American Library Association.

Olson, Nancy B. 2008. Cataloging of Audiovisual Materials and Other Special Materials: A Manual Based on AACR2 and MARC21. 5th ed. Westport, Conn. : Libraries Unlimited.

 

 

Cataloging Resources and Tools (selective)

 

Most of resources are also available through LC Cataloger’s Desktop.

 

Library of Congress. Cataloger’s Desktop on the Web.

URL = http://desktop.loc.gov (username and password will be provided)

 

AACR/RDA (Resource Description and Access). Strategic Plan is available at Public Web Site URL = http://www.collectionscanada.ca/jsc/index.html

 

Anglo-American Cataloging Rules, 2nd ed. 2002 rev. Chicago : American Library Association.

 

Cataloguer’s Toolbox. URL = http://staff.library.mun.ca/staff/toolbox/

(Memorial University of Newfoundland)

 

CONSER Cataloging Manual. 1993-  .Washington, D.C. : Serial Record Division, Library of Congress : Distributed by the Cataloging Distribution Service. Available at LC Cataloger’s Desktop.

 

CONSER Cataloging Manual Module 31: Remote Access Computer File Serials. By Melissa Beck with the assistance of Bill Anderson, Les Hawkins, and Regina Reynolds. Available at LC Cataloger’s Desktop.

 

Dublin Core Metadata Initiative. URL = http://dublincore.org/

 

Hillman, Diane. 2001. Using Dublin Core. URL = http://dublincore.org/documents/2001/04/12/usageguide/

 

LC Cutter tables. Available via LC Cataloger’s Desktop.

 

Library of Congress. 1996. Subject Cataloging Division. Subject Cataloging Manual: Subject Headings. Washington, DC: Cataloging Distribution Service, Library of Congress. Available at LC Cataloger’s Desktop.

 

Library of Congress. 1999. Free-floating Subdivisions: An Alphabetical Index. Washington, DC: Cataloging Distribution Service, Library of Congress. Available at LC Cataloger’s Desktop

 

Library of Congress. Office for Subject Cataloging Policy. 2008-.  Subject Cataloging Manuals: Classification and Shelflisting Manual.Washington, D.C. : Cataloging Distribution Service, Library of Congress. Available at LC Cataloger’s Desktop.

 

MARC21 Concise Format for Authority Data.   URL = http://lcweb.loc.gov/marc/authority/

Also available via LC Cataloger’s Desktop.


MARC21  Concise Format for Bibliographic Data. URL = http://lcweb.loc.gov/marc/bibliographic/

Also available via LC Cataloger’s Desktop.

 

Online Computer Library Center. Bibliographic Formats and Standards. Dublin, OH : OCLC, 1993- URL =  http://www.oclc.org/bibformats/

Also available via LC Cataloger’s Desktop.

 

OCLC-MARC Code Lists. URL=http://www.oclc.org/oclc/man/code/codetoc.htm

Also available via LC Cataloger’s Desktop.

 

Weitz, Jay. Cataloging Electronic Resources: OCLC-MARC Coding Guidelines. OCLC WorldCat Content Management Division. URL = http://www.oclc.org/support/documentation/worldcat/cataloging/electronicresources/default.htm

Also available at LC Cataloger’s Desktop.