CMS 2022.07.19
Announcements
EDS is live
Known issues include no display of 856 links in records sourced from Inventory.
There is a layer of remove between Inventory cataloging and EDS discovery; we don’t have the same direct impact on what displays and how as we did in Sierra. EDS display is controlled through a separate custom mapping currently overseen by the EDS Task Force (but maybe overseen with cataloging input at a later time).
EDS display does not refresh immediately as cataloging changes are made. Our MARC SRS records are harvested nightly for changes. Those changes are supposed to show up in EDS after 24-36 hours, but we’re currently seeing longer turnaround times (cataloging from last Friday is still not showing up on this Tuesday).
SPC cataloging update
We aren’t able to immediately print public display of SPC cataloging (given EDS turnaround above)
Instead, we will supply the call number for the piece on a streamer (handwritten on any strip of paper for now; potentially a call number label printout on paper later)
Folio new cataloging demo, using 9XX fields
Overview of setting up local constant data.
Overview of setting up Connexion export to file (i.e. the “desktop method” of exporting records to Folio)
Overview of loading exported record into Data Import app.
Please note that as of right now (7/19/22) this can only be done with new cataloging - not overlays. That is, if you’re adding a brand new record to the system and not having to overlay anything like an ACQ stub or an already-cataloged record, you can follow this process. If an overlay is required, please await further instruction.
Please practice this in the Test Tenant before moving on to Production.
Joshua or someone else will go over this process with catalogers one-on-one to get started.
CMS 2022.06.21
Announcements
Folio migration is underway; still on schedule to go live on June 30.
This includes full backfile processing with Backstage.
EBSCO helped us catch and fill missing material type mappings; other missing mappings will remain and necessitate a small cleanup project after go-live.
July 1: celebrating the work that brought us to go-live; cake & ice cream on the North Patio (just west of cafe).
Joshua on vacation July 5-8.
Autumn will be available this week.
It will be the first full week of being live on Folio; we are hopeful we will have a plan and a procedure for catalogers to start exporting records and/or a process those experienced in Folio can help support others while making their first new records in the system.
There is a chance that you will need to continue “cataloging in limbo” for part of that week until we can get you individually started. It all depends on how much progress we’re able to make on Data Import and building of job profiles in the meantime.
This is admittedly an uncertain outlook for the short term. But we will get there.
Remote work agreements
Direct reports to Joshua, please message sent on June 17 with Joshua’s instructions.
RWAs are due by July 1.
Cataloging-in-limbo: how are you faring?
Observance of cataloging-in-limbo procedure should continue through at least June 30
Question: after June 30, should we plan on putting records directly into Folio?
Best that we can say: we hope this will be the case; working in the meantime to build the infrastructure in Folio job profiles that will allow us to make this the case.
There is a chance / likelihood that that infrastructure will not be ready for Folio Day 1, in which case, cataloging in limbo would have to continue.
It’s possible that individual catalogers may need to wait until they receive assistance to set up Folio exports and get instruction before they are able to start putting records in Folio.
Joshua wants to have one-on-one guidance available as catalogers get started.
But we may not be ready for this on Day 1.
Lisa R.: keep in mind you will not see authority records alongside bibs in Inventory; if all goes as planned, LC authority records will be in Folio MARC Authorities App (a different app than Inventory)
Contributor searching in Inventory (pre-Morning Glory)
We are expecting browse functionality of the contributor index with Morning Glory; until then we have only a simple search available
Searching the contributor index via the dropdown on the Instance tab will function simple as a keyword search of contributor fields
Using the Query Search option can yield more precise results, using CQL queries:
contributors==”kierkegaard, soren”
This will search “kierkegaard soren” as a phrase in the contributor index, finding hits on the access point Kierkegaard, Søren, 1813-1855
contributors==”smith john c”
This will search “smith john c” as a phrase in the contributor index, finding hits on the access point Smith, John C. (John Cross), 1803-1878
So if you know the form of the access point for the contributor you’re trying to find, you can use Query Search to attempt to limit the number of Instances returned more precisely than a generic keyword search in contributor for “smith john c”.
Call number browse
This is available in the version that we are migrating to: Lotus.
Select “Browse call numbers” from drop down on Instance tab.
Has some minor discrepancies in LC call number ordering that are supposed to get fixed.
All effective call numbers (including those sourced from 099) are in the same index for now. Upshot is: MSS call numbers, Music CD call numbers etc. will be interfiled with call numbers in LC form.
Capitalization does not have to be precise.
Left and right truncation using asterisk as wild card is available.
Using this in the Test Tenant yielded buggy results; reported to EBSCO.
CMS 2022.04.19
Announcements
Custom Catalog Task Force has a survey issued through end of 4/19, seeking input on level of importance for certain missing functionality; catalogers are encouraged to respond
PCC recommendation on use of gender element (MARC 375) in name authority records
Do not apply this element to new NARs
Eliminate this element from NARs being maintained or updated (Lucas will take it out when reviewing and exporting records)
Maintenance of the element in Sierra is unnecessary; Backstage will update our authority records in Sierra and/or Folio in due course
Desktop method for importing records into Folio
Joshua demonstrated the desktop method; videos demonstrating this method will be made available in future
From our nascent Folio documentation on importing bib records into the system:
Download/upload a .mrc file
This method involves exporting a record from OCLC to file, and then importing that file into Folio using the Data Import app. It is more involved than the other methods listed above, but it does have the potential to meet cataloging workflow needs the other methods do not (carrying over local edits made in Connexion, overlaying existing stub records in Folio, etc.).While we hope the pull and push methods will eventually have the same functionality, there may be some situations in the interim when this method is the most effective approach for copy and original catalogers.
Click the link below for a helpful screenshot tutorial on using this method, created by LoM's Tim Watters. If you have more questions, especially regarding the job profile options presented by the Data Import app, Autumn Faulkner is happy to share more detail.
Access points for Indigenous peoples
Project nearing completion that replaces certain terms where “Indian” is used with alternative terminology
Local terms are input as 650_4 for now
Further information from Lisa Robinson (posted after this meeting):
I’m pleased to announce that we’ve remediated the nearly 4,000 Library of Congress subject terms used in our catalog for “Indians” and “Indian” by changing those terms to “Indigenous peoples” or “Indigenous” as appropriate. For example, the Library of Congress subject heading “Indians of North America” now appears in our catalog as “Indigenous peoples of North America” and the heading “Chippewa Indians” now appears as “Chippewa people.” These changes both remove language some people find insulting and makes clear the distinction between these terms and “Indian” as referring to the country of India.
Patrons searching on the Library of Congress terms (Indians or Indian …) will be redirected by local authority records created for us by our authorities vendor, Backstage Library Works. We could not have done a project of this scale without the timely and affordable assistance of Backstage.
So, you ask: Is the term “Indian” gone from the catalog? No. It still appears in the names of corporate bodies (e.g. Indian Agricultural Research Institute), places (e.g. the Indian Ocean), and things (Indian motorcycle). Also, terms for groups of people who are not Indigenous peoples (e.g. Anglo-Indians, East Indians, West Indians) remain unchanged. And lastly, the local heading “Indian comic books, strips, etc.” remains unchanged since it refers to comics from India.
If you see a subject in the catalog that seems changed in error or a subject that should have been changed but was not, please let me know. And, I’m always happy to respond to any questions about this project.
And more information for catalogers from Lisa Robinson:
You do not need to use the remediated headings in your cataloging. When Backstage processes our bibliographic records each month, they will automatically flip the LC headings to the new local ones.
And just like the Illegal aliens heading replacement, we have not changed the FAST headings. So if you ever need to see what headings were originally in the record, you can by viewing the FAST headings.
If you want to see all the new local authority records, search the ARN index (tag z) in Sierra for “bslw”. All the control numbers of the new local authority records start with “bslw” since they were created by Backstage Library Works. Interestingly, these records make use of the 750 field to provide the LCCN of the authority record being replaced.
You may run across some duplicate authority records. This is OK! Backstage gave us some authority records for LC headings we were not replacing but which contained cross-references to headings we were replacing. For example, “Indigenous children” is a valid LC heading that we still use, so we want to keep that LC authority record. But we now also have a local authority record for “Indigenous children” that contains a cross-reference for “Indians |x Children” that we also want. So we keep both authority records for different purposes.
CMS 2022.03.01
Announcements
Save the date: March 15, 2PM, MSU FOLIO cataloging preview
Scheduled during our regular CMS meeting slot (and extended slightly, duration TBD); will be inviting original & copy catalogers, others throughout TS. Following up with one-on-one meetings with members of the Cataloging & Metadata Task Force.
Will review Folio record structure, navigation basics, methods for bringing bib records into the system, and MARC editing; basic documentation and videos also in the works.
Will we be able to preview the Marc Authorities App?
No, we won’t be on Lotus yet at that time.
Core Interest Group Week, March 7-11
Discussion/presentation sessions, free to register and attend on Zoom; most or all sessions have caps of 300 attendees, so arrive early to avoid disappointment.
PCC FAQ documents on contacting authors/creators
Use these as background for authors or creators you are contacting in the course of name authority work, or for your own decision making about making such contacts.
Folio Community and Ukraine
The Folio Community is global and in many cases employs developers from around the world. There are development teams based in Belarus and Ukraine who have been active on tools and features that we are directly interested in and giving feedback on. Some of them are directly impacted by Russia’s invasion of Ukraine. We collectively acknowledge this and share our hopes for their safety, their well-being and peace for their country.
Tech Services Space Updates
New lighting in TS:
First floor staff areas, including TS, having new LED light bulbs installed; work is ongoing.
Kay obtained confirmation that we will be able to deactivate bulbs after IPF have installed them, to restore lower levels of light needed by some staff.
SPC move and TS personnel:
Construction project to begin sometime this calendar year.
TS personnel seated on 3E will be impacted, as everyone will have to be cleared from that floor. You may be brought back into TS space on 1W, or seated elsewhere in the building - none of this is settled yet. But please keep in mind that windows for movement currently discussed range from August to December of this year. Joshua will reach out individually as discussion progresses.
Folio updates
Copious feedback given to EBSCO regarding latest test migration throughout February.
Test tenant has been updated to Kiwi release, which includes new features such as initial bound-with linking functionality, Elastic Search; Theo reloading our data this week post-upgrade.
CMTF working on documentation, short videos for you, for our March 15 event.
Round robin
Tad: recataloging our 1492 copy of Malleus Maleficarum (Hammer of witches) to record marginalia that appears to originate from Poland, Slovakia.
Lisa:
Indigenous peoples headings: we have approval and funding to change catalog subject language describing Indigenous peoples of North and South America with terminology other than “Indians”, partnering with Backstage. Collecting records to send forward for this project requires individual searches to sort through the various uses in our catalog of the term “Indian” in subject headings. Working to have this complete before migration to Folio.
Visit to State Library of Victoria: a great exhibit on history of books, including coverage of marginalia. Also saw coverage of their zine collection. See videos on their YouTube channel.
Tim: now managing the Map Library’s Instagram account.
Nicole: re: contacting creators from above, Nicole worked with Elisa who contacted a creator group on Nicole’s behalf via Instagram, and got back a history of the group that way.
Joshua: working on a Sierra cleanup project to convert links in 880 fields to now-defunct 440 fields for series statements/headings. Considering re-overlaying these records from WorldCat. Had some group discussion on implications, ideas.
CMS 2022.02.01
Special Collections Paging Procedures for Catalogers
Update 2/28/22: this full procedure is now posted here.
Welcome, Kris Baclawski and Dayna Topalian from SPC. They and Devon Davidoski will be contacts for this procedure.
Final documentation is in progress for this procedure.
Allows catalogers to retrieve materials from back door access to SPC stacks, picking up from SPC staff to take back to desk for cataloging work, rather than having to schedule Reading Room appointments.
Catalogers will use Aeon paging system (accessed through the Get It button in Sierra OPAC for desired item) to place a request. System is set up for Reading Room scheduling and requires setting a date, but in practice, catalogers will bypass the Reading Room and the date (though turnaround for retrieval from stacks or Remote Storage could still take 3-5 days).
In request form “special requests/comments” field, indicate that this is a request for cataloging. This will help SPC staff know to route your item(s) for back door pickup rather than to Reading Room.
If requesting particular volumes of a multipart resource, like serials, indicate volumes and/or years desired in appropriate fields in request form.
FOLIO updates
Assessment of 4th test migration is underway.
Record import processes had issues, but now resolved, so CMTF moving ahead with plans to schedule sessions for familiarizing more catalogers with FOLIO. Plan is to have one big group session, then one-on-one sessions between CMTF members and catalogers. Aiming to do within February. One-on-one sessions could be virtual or in-person depending on needs and preferences. This won’t be only opportunity to try out FOLIO cataloging; nor is this formal training. Just an opportunity to get familiar with it.
Announcements
Feb. 1 is deadline to input booster information per University requirement.
Exploring project to partner with Backstage to transform LCSH terms pertaining to Indigenous peoples in North America.
PCC Participants Meeting this Friday.
CMS 2022.01.18
Announcements
Increased volume of WFH, daycare issues, illness: we know this means there will be backlog buildup in the building. Important to know how/where to find things, but the volume of backlog is understood - don’t let this be a stressor right now.
Please read Terri Miller’s 1/7 email. Note that KN95 masks are available to staff at the circulation desk. These are more effective than cloth masks.
Booster requirement: vaccination info portal being updated to accept booster info on Jan. 26. Info is due by Feb. 1. Everyone eligible for a booster by that time is required to have one. Joshua will not be chasing this information down; HR will. This is a University expectation, unless one has an exemption.
Unclear what in-building schedule expectations will be after Feb. 1; library is awaiting further guidance from the University.
FOLIO updates
FOLIO Open Forum with Kay and Shawn on Jan. 25.
Custom Catalog Task Force being formed, reporting to EDS Task Force. Focused on the custom catalog slice of EDS, assessing what it can and can’t do. Assuming work as the latest test migration in Inventory is being used to populate a fresh load in our test instance of EDS. It’s anticipated that there will be wider assessment of this iteration of the test custom catalog than there has been to date.
The test migration currently in progress into test Inventory is the fourth iteration of these migrations. We’ve been through rounds of feedback from CMTF to EBSCO each time. Same will happen this time: CMTF documenting issues seen and reporting to EBSCO for resolution.
CMTF is hopeful about using this test migration as the basis for familiarizing more MSUL catalogers with FOLIO. Inevitably will involve some level of virtual group meetings and either virtual or in-person one-on-one meetings. CMTF is starting to plan how to roll this out. It won’t be formal training, but a chance to initiate you and gather initial questions from you to help inform later training.
RDA Toolkit Update
Our account was left behind in RDA’s recent server migration; this is now fixed.
However, our concurrent user count is off. We should have around 10; seems we only have one or two. Joshua will report to Diane.
Policy Statements in New RDA Toolkit
Tim Kiser attended given role on a cartographic cataloging committee. They have a best practices document they hope to convert into an RDA application profile with policy statements.
Policy statements work entirely differently in new RDA than in old: what were previously long texts have to be exploded into discrete statements.
Watching the recording (when available) will be worthwhile (at least the beginning, remedial part) as an overview or review of how policy statements and application profiles will function in the new Toolkit.
Application profiles function like a kind of cheat sheet of which RDA elements are required or not for a given cataloging context.
Policy statements indicate how / if to apply guidelines on elements collected in application profiles (or in general). These will be consulted more regularly. RDA will be wide open with options on how / if to apply certain guidelines. Policy statements will narrow scope on these options for a given cataloging context (e.g. PCC, LC). So policy statements will be a key aspect of how we navigate and use the new Toolkit.
LC BIBFRAME Update, Jan. 24
Upcoming webinar from LC on BIBFRAME developments, including a presentation from Stanford on the use of BIBFRAME connecting to FOLIO.
Stanford has made related presentations to the FOLIO Metadata Management Special Interest Group (MMSIG). Their descriptions actually live outside of Inventory; they have identifiers stored in Inventory that resolve to those external BIBFRAME descriptions (stored in Sinopia).
Other upcoming events
We are in ALA Midwinter seasons; a good time to keep an eye on listservs for events occurring virtually.
PCC Participants Meeting Feb. 4, 11-1
CORE Interest Group Week Mar. 7-11