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CMS 2023.
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Recording
[Coming soon]
Agenda
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Welcome Nicole, new Interim Head of Copy Cataloging
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Planning additional shelving in TS
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Small batch of ETDs coming soon
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Long 505 field Data Import issue
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Any non-Roman-language materials on your desk?
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Homosaurus vocabulary activity
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12.4
Notes: Autumn
Recording
1. NARDAC update (North American RDA Committee)
Autumn attended the fall update in mid-November
Several working groups charged with refining specific areas of the new RDA delivered reports (see slides)
Big news: RDA training modules have been prepared by the PCC and will be available in late 2023 or early 2024; PCC webinars and Q&A sessions are also being planned (see slide 80)
2. FOLIO Poppy release preview
Poppy features can be tested in the Poppy bugfest environment; email Autumn for login info if needed
New Lists app
First version coming in Poppy
Operates similarly to Sierra Create Lists; users can build a query with various search operators and Folio record fields
Can currently search users, loans, and items; holdings, instances, SRS records, and other data are on the development roadmap
Catalogers will be interested in items; many of the item record fields, plus some instance fields, are available for queries
Once a list is generated, results can be exported to CSV, based on a checklist of desired field info from instance/holdings/item (i.e., no custom export yet)
Lists can be saved and are dynamic; i.e., if a record from the list is edited so that it no longer meets the query, it will disappear from the list
Boundwith functionality
Ability to view linkages between multiple item records and one holdings/instance record arrived with the Orchid release (the little black book icon)
Ability to add/delete linkages between will be available in Poppy
When viewing item, Actions → Edit
Scroll to the very bottom to the boundwiths/analytics section
Add a link by using the holdings HRID on the instance you’re linking to
3. Slight changes to single record import
Menus are different, and some job profile names have been update
What other job profiles should we associate with CAT?
4. Updates & reminders
Materials now available in T Loc P and T Loc A for original catalogers to pull from
Homosaurus check-in – anyone making use of the vocab? Any procedural questions?
Free text searching of SHM in ClassWeb now available; keep checking back, as ClassWeb functionality seems to be improving in fits and starts, without much communication via the usual cataloging community channels
Remember to replace OCLC double dagger with $ when editing in Inventory
Use personal observance days before Dec. 22
CMS 2023.11.7
Notes: Tim Kiser
Recording
MSUL Cataloging & Metadata Services Team Meeting 2023-11-07
New T Loc and new assignment procedure
A few important changes:
One new backlog
T Loc P: Problems
This is for things that have copy, but the copy has issues that an original cataloger can solve
Examples: NACO work; a new set record is needed for a single volume of a set; things that turn up at Remote without a record for some reason
Things that might have formerly languished for a long time in T Loc A will be transferred to T Loc P instead
Rearranged shelves
T Loc H is staying in its longtime location
T Loc A will move to new shelves; T Loc P will also be on new shelves.
A new way to assign a note to a T Loc piece so it can be tracked in FOLIO.
We’ll be using statistical codes in the instance record, similarly to our process for marking instances for deletion
In the instance record, go to actions-->edit instance
Suppress from discovery
Click “Add statistical code” and select one of the T Loc backlogs
Click “Add administrative note” and add a note in the approximate format:
[stat code] [date], for example: H 11-07-2023
The exact note format is not important, this is intended to be human-readable info
Manually remove the stat code and note when the piece is cataloged and removed from T Loc.
Hopefully it will be possible in the future to remove the code and note automatically during overlay
More T Loc notes:
The new procedure will facilitate identifying T Loc materials in FOLIO Inventory, using facets in the search panel
In the past, Kim W. and her students were responsible for T Loc organization. With these changes, some of the T Loc organization process is moving to catalogers.
The trucks we used to use for things going to T Loc are going away; instead you can put things on the T Loc shelves yourself
For titles without an instance record, create a new one (see first bullet under “Sending a title to a T Loc” in the procedure linked above)
Continue working on T Loc H cleanout project as before; we hope not to transfer these items to T Loc A
Autumn will continue refining the T Loc procedures in Confluence
Coming soon: New choices for single record import dropdown
The popup when doing a single record import from Inventory includes a second dropdown for job profiles, which currently has only one option. Additional profiles will be added.
If you have requests for job profiles you’d like to see included in this second dropdown, let Autumn know
Reminders
extra holdings records may appear on uncataloged stuff
These are errors generated by a past process. They often appear as a suppressed holdings on an uncataloged instance.
For MSUL materials (not Law Library or LM), these holdings can be deleted at the time of cataloging (or you can edit/reuse them if that’s easier).
If not cataloging the piece, leave the suppressed holdings in place for now.
Law Library materials can be referred to Adam DeWitt.
remove holdings/items from any instance marked as delete
When marking instances for deletion in Inventory, remember to remove OCLC holdings if necessary.
Other notes
Meeting note-taking procedural note: No notes need to be taken during the cataloging lab.
Cataloging lab (optional, feel free to add your own stuff)
CMS 2023.10.17
Recording
Words Matter webinar from Cal State University Libraries
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CSU’s Inclusive Description Task Force website
Words Matter webinar follow-up from Autumn
CSU’s Inclusive Description Task Force site has useful resources
Thanks to Lisa Robinson for great contributions to our own efforts to repair terminology like “illegal aliens”. We’re part of a national movement!
Cataloging often has a focus on procedures but decisions we make about language are meaningful and make things better for library users, especially those who’ve experienced significant lack of respect.
Procedural note: when updating a previously cataloged item with improved language, be sure to replace record in WorldCat!
LA IV search update
Michael Sipek accepted position, previously working in CMS as on-call – will now be full-time.
Official first day is Monday 10/23/23. Cubicle across from Anne Swan & Diane Warner’s office.
Welcome Michael!
New LC Romanization table for ADLaM script
Mike Erickson attended presentation and summarized for us
ADLaM is a script, invented in 1980s, for the Fulani language of West Africa
MSU is one of only 7 U.S. universities with items in ADLaM script!
Transliteration tools for ADLaM now available: Google docs add-on and keyboard map
In related news, LC recently updated transliteration tables for Armenian, Macedonian, Japanese, and Church Slavic.
New LC classification numbers for asexuality
Kudos to Mike Erickson, who proposed this to LC!
Already live in ClassWeb:
HQ73.9 = Asexuality
HQ73.93 = Biography, collective
HQ73.94 = Biography, individual
New CMS meeting schedule
Initially proposed to alternate Tuesday & Fridays, to better accommodate work schedules, but feedback from the team indicates sticking with Tuesdays is the best option
Hybrid meetings with in-person and Zoom options
“Cataloging lab” follows meeting with cataloger-selected examples to discuss
New shelving and T Loc updates
New shelving installed, thank you Facilities!
Thanks to pandemic and Folio migration, we got behind on T Loc H and T Loc A processing. Autumn is getting us organized again!
Main point for today: we urgently need to reduce the volume of T Loc H. Original catalogers, watch for an email from Autumn with details.
Autumn’s updates
Neil expressed interest in visiting unit & team meetings and has been invited to a future CMS meeting.
Shout-out to Tina Andrews regarding the custom classification project for the Children’s and Young Adult Collection!
Autumn’s new schedule: onsite Monday, Tuesday, and Friday; work-from-home Wednesday & Thursday
And this week, traveling & attending CORE Forum Wed-Fri, 10/18-10/20.
CMS 2023.10.03
Recording
10/17 meeting will be given over to Words Matter webinar offering from California State University (CSU) libraries
Hosted by CSU Inclusive Cataloging Task Force
Will be at the same time as CMS 10/17 meeting at 2pm ET
Group consensus – everyone will view the Words Matter webinar at 2pm on 10/17 (Autumn has updated Outlook invite with link) and gather at 3pm for a short follow-up meeting
How to use the Homosaurus vocabulary -- presentation from Ruth Ann Jones
Slides
Exercise
Updated Confluence documentation on using Homosaurus as well as RBMS-CV
Includes scope, coding, guidelines, etc.
Important notes for catalogers:
Homosaurus terms indexed in the VuFund subject index
Catalogers may begin assigning these terms right away; use them in addition to LCSH
Word of caution! Take time to become familiar with the Homosaurus vocabulary, and pay special attention to descriptions (scope notes) for terms. There are not always one-to-one equivalents between LCSH and Homosaurus terms; the same words or concepts may be defined differently in each.
Update on LA IV search
Reminder that this position was designed to fill an increasingly urgent gap in comics cataloging, following Randy Scott’s retirement and Jason Larsen’s move to the Comics Librarian role
Interviews concluded, search committee recommendation sent forward to HR
Hope to announce new staff member by next meeting
Changes proposed to CMS meeting
Much appreciate your feedback on the survey! Results and proposals below.
Content that team members are most interested in:
National and local policies and practice
Tips, tricks, tools, etc. – hearing from others on the team
Connecting with colleagues
A more optional segment for troubleshooting, Q&A, etc.
More than 50% of team members interested in an in-person option
Autumn’s proposals based on feedback
Shift to a hybrid meeting with in-person and Zoom available
Reduce the official agenda portion to 30 minutes
Agenda-based, can flex this as needed
Add up to an hour of optional “cataloging lab” time after the official business is concluded
Drop-in time for questions, problems, consulting the hive mind
Will share what will be tackled in advance, if known, so others can stick around if it’s relevant
Autumn will be available this entire time; others can attend as desired
Move our 3rd Tuesday meetings to a 3rd Friday 1-2:30pm time slot*
This ensures everyone has a chance to attend at least one of these in-person, based on the spread of WFH days across the team
[post-meeting note: This disrupts regularity a bit, with gaps between meetings alternating between 7 workdays and 11 workdays. Just FYI!]
Will send an quick poll to the team with an option to weigh in on these plans before they are finalized; this would begin in November, most likely
Finding stuff you’ve work on in Folio
Unlike Sierra’s Create Lists, Folio has no easy option to locate records you have brought in or worked on
Expected Lists app will change this, but we don’t expect this until 2024
You can locate records you have brought in in two ways:
Inventory → Item → use date filters to narrow in on a particular date
You will have to sort through items brought in by other users too
Data Import → Actions → View all logs → filter by user, and by date if desired
Will show you every import you have brought in
Not possible at the moment to find what existing records you have edited
Using a smartphone camera for visibility
For small or unclear markings on a resource, use your smartphone camera to take a picture and enlarge
iPads can be checked out from Circ for this purpose as well
AI & cataloging
Thanks Cathy for sharing this article investigating the use of ChatGPT for creation of MARC records. It prompted an interesting discussion on the Teams chat. Ran out of time to discuss in the meeting but shared here for your perusal!
Autumn is happy to discuss anyone’s thoughts; the Troublesome Catalogers group on Facebook has also had an interesting conversation about it.
CMS 2023.09.19
Recording
Nicole Smeltekop – new Interim Head of Copy Cataloging
Welcome Nicole! Has been on the job for about two weeks & doing great work
Please send all copy cataloging communication to her going forward
[Post meeting update: Nicole remains in her 2E Maps Library office, but a landing space in TS is a possibility]
Planning additional shelving in TS
Cubicles beside Autumn’s office in TS being dismantled; new shelving going in
Will be used for project, backlog, and problem storage (these types of materials are currently piling up in individual cubicles)
Small batch of ETDs coming soon
200ish ETDs from Lucas to add to the ETDs spreadsheet for cataloging – coming soon
Long MARC field causing Data Import issue
Cherish and Nicole discovered that a lengthy 505 field (about 4 pages when copied to Word) caused a record to fail during import
Breaking this field into several 505s resolved the issue
Possible this could happen with any lengthy MARC field (520?) so keep an eye out
Any non-Roman-language materials on your desk?
Some funding available for an outsourced cataloging project with Backstage
Send numbers of non-Roman titles to Nicole, send physical pieces to Cathy Illman
Homosaurus vocabulary activity
Homosaurus is a controlled vocabulary for LGBTQ+ topics, which can be used in tandem with LCSH terms
A goal for the CMS team this year is to become familiar with and begin regularly applying Homosaurus terms, and several things are happening around this
Authority records for the Homosaurus terms are now available, coordinating with Lisa Robinson so these can be brought into Folio
The Harmful Language Remediation Working Group is also doing a systematic pilot to test out application of Homosaurus terms
Ruth Ann Jones presenting on Homosaurus specifics on October 3, 2023
Nicole and Eli laying the groundwork with a talk about ethics in cataloging practice (see below)
Allyship in Cataloging presentation from Nicole Smeltekop and Eli Landaverde
Slides: https://docs.google.com/presentation/d/1ud5emENKdVFFSJdpBSSKc6ZxqwcfLPy8wBHfYnTDVVc/edit#slide=id.p
Comments
Lisa Robinson
Related to the use of alternative vocabularies, see RBMS Combined Vocabulary (RBMS-CV), which has some useful language among their genre terms for “prejudicial works” and can be applied to any type of materials, not just rare books
Backstage in the process of creating authority records for RBMS-CV terms so we can also have these in Folio
Joshua Barton
There is NACO documentation for contacting creators when working to establish names: https://www.loc.gov/aba/pcc/naco/documents/PCC-SCT-Authority-Control-FAQs-Authors-Creators.pdf
Related Confluence page: Contacting people about their NARs
CMS 2023.09.05
Recording
Update from WOLFcon
Library of Congress adopting FOLIO means they will be driving a lot of big performance updates on a condensed timeline
Including big focus on acquisitions functionality, metadata management, and consortial/sharing functionality
They plan to implement in October of 2024
Relevant info from the 18-month road map for FOLIO (see
for details)View file name Roadmap(2).pptx Data Import performance and stabilization a high priority
Including chunking up large files automatically so Data Import doesn’t choke
Search and browse improvements for Inventory
Suppressing and deleting records via Bulk Edit
New apps planned for FOLIO
Lists app – similar in function to Sierra’s Create Lists
Plans to make it possible to use Bulk Edit on record sets created with this app; for now though, it will only collect records based on certain search criteria, and record numbers can be exported to CSV
Expected in Poppy (so January-ish for us)
Workflow engine – automating a set of tasks based on a certain trigger
Ex: when an Instance as marked with statistical code CATMAN--WITHDRAWN, automatically delete holdings and item and add specified administrative note to Instance
Reporting app called MetaDB – some possibilities here, being discussed with Dao, Lucas, and Kay
Reporting has been a significant gap in Folio functionality, so we are looking forward to this
Autumn learned more about how to submit a “bug” in Jira – i.e., report discovered problems in Folio and get them in the queue for software developers to resolve
You can explore issues.folio.org for examples of other tickets (use your Folio login)
Lots of confusing terminology here but also lots of rich detail about what’s in the works
Check OLF’s YouTube playlist for WOLFcon 2023 as presentation recordings get added
CMS 2023.08.15
Recording
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Concerns expressed about what this means for the already lengthy turnaround time on SACO work
CMS 2023.08.01
Recording
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Though not announced through HR, paperwork is signed today
Handoff of roles is in process; Joshua will be passing along information for continuity
The role is a year long interim appointment through end of July 2024
Joshua discontinuing standing meetings; Autumn will reach out to those who’ve had meetings with Joshua to establish a cadence
An interim head of CopyCat will be found; in meantime, Autumn is still supervising copy catalogers
CMS 2023.07.18
Recording
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Joshua remains head of cataloging until an interim is confirmed.
Open call ended Friday and at least one person expressed interest; formality of an interview would follow. No further details available at the point of this meeting.
CMS 2023.06.20
Recording
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Still on track for some time the week of June 26
CMS 2023.06.06
Recording
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Joshua attended an Orchid update session led by Molly Driscoll.
Molly highlighting in passing some differences in search vs. browse behavior in Orhid.
Joshua demonstrated how queries entered under the browse tab in Inventory in Orchid (e.g. for subject or contributor) take you first to a list of results in shelflist order. Selecting a result passes you through to a search function for the exact AAP matching your selected browse result, but clicking on the browse tab again returns you to your browse results. So unlike earlier releases, you can revisit your browse list after selecting a result.
Issues remain re: indexing of ending punctuation in contributor values in the instance. For example, newly created instance records (i.e. derived from a newly imported SRS record) will include the comma preceding $e in the indexing. Legacy, migrated records do not do this. This difference in indexing behavior results in split files when browsing contributor in Inventory.
CMS 2023.05.16
Recording
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There have been some issues with the EBSCO’s upgrade to Orchid in the test tenant, but they are being resolved.
The production tenant upgrade will occur between June 26 and 30.
Orchid release notes are available on the Folio wiki: https://wiki.folio.org/display/REL/Orchid+%28R1+2023%29+Release+Notes
Three live update sessions are available from EBSCO to see Orchid features demonstrated and have a chance to ask questions. See forwarded email from Joshua sent 5/16.
The search and browse interactions in the inventory app will be split off into separate sections.
The test tenant was shown as an example, with search and browse options separated into different tabs.
Refreshing the test data from production will happen after the production upgrade to Orchid.
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