July 2012 - BSLWAC - mailman.xmission.com

Backstage - AC Profile Summaries
by Nate Cothran 31 Jul '12

31 Jul '12

We have quietly rolled out summaries for our online authority control clients here: http://ac.bslw.com/mars After logging in, using your login & password, when you click on the "Summary" tab in the AC profile it will list all of the current processing we are doing based on what you have entered in the online profile. Summaries are updated each time you save a step in the profile. Each step, whether completed or not, will have an explanation associated with it in the summary. Some steps that are "blank" or haven't been filled out yet represent our default processing and are reflected as such. We hope this makes it easier on figuring out exactly what our system is doing for each step of your profile, especially if you would prefer to see things at a glance. Nate Cothran Vice President, Automation Services 533 East 1860 South Provo, Utah 84606 Phone: +1.800.288.1265, ext. 697 Direct: +1.801.342.5697 nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> * www.bslw.com

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Voyager Clients - Authority Validation
by Nate Cothran 25 Jul '12

25 Jul '12

Hello Voyager Users, I had a question about whether your workflow was set up such that you have Authority Validation turned on for individual catalogers as you process your Authority Control with Backstage? It's my understanding that Validation can be turned on for the system as a whole as well as for individual catalogers. But if it's for individual catalogers it may be overwhelming with the kinds of error reports to either ignore or address? If you can respond on or off the list that would be much appreciated! Thank you, Nate Nate Cothran Vice President, Automation Services 533 East 1860 South Provo, Utah 84606 Phone: +1.800.288.1265, ext. 697 Direct: +1.801.342.5697 nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> * www.bslw.com

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RDA AC Processing Options - Extending Current Deadline
by Nate Cothran 18 Jul '12

18 Jul '12

Earlier this week, we sent out a couple posts (one brief, and one with more info) about our RDA AC processing options changing. We realized that we can work with the programming on our side while still giving our customers enough time to prepare for the new options. So our current set of 7 options will be replaced by 5 options starting August 8, 2012. Again, no action is required on your part if you are using any of the current 7 options to process both your AACR2 & RDA bib headings. The main part to keep in mind is that any use of the 7XX-4 in AACR2 authorities will be going away on August 8, 2012. Once we get closer to that date, we will send out an updated set of options that we imagine (hope) will be a little easier to follow. Nate Cothran Vice President, Automation Services 533 East 1860 South Provo, Utah 84606 Phone: +1.800.288.1265, ext. 697 Direct: +1.801.342.5697 nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> * www.bslw.com

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RDA AC Processing Changes - 7XX-4 fields (deep)
by Nate Cothran 16 Jul '12

16 Jul '12

Our RDA authority control options, which are useful for matching your AACR2 & RDA bib headings in unique ways, have undergone several different changes over the past several months. As you may know, Backstage has employed 7 different options <http://ac.bslw.com/community/wiki/index.php5/RDA_7.1> for matching your bib headings against AACR2 and RDA authority records. During the testing phase, catalogers were asked to create equivalent RDA versions of headings based on the access points they were reviewing. If no AACR2 authority existed, then catalogers were asked to create a new RDA authority record. If an AACR2 authority did exist, however, catalogers were asked to add an RDA-compliant heading to the existing AACR2 authority record, in a 7XX-4 field. Some 18,000+ 7XX-4 fields were added to existing AACR2 authorities during this testing phase, 80% of which were 700-4 fields (personal names). Nearly 66% of the total 7XX-4 fields were, byte for byte, exactly the same as the AACR2 authorized (1XX) version. Almost 97% of the remaining unique fields were for personal names. Our RDA options 3.0 <http://ac.bslw.com/community/wiki/index.php5/RDA_7.1#RDA_OPTION_3.0> & 3.5 <http://ac.bslw.com/community/wiki/index.php5/RDA_7.1#RDA_OPTION_3.5> included the possibility of matching against these 7XX-4 headings and flipping/changing to the RDA version. We had 8 large academic institutions and 1 large public library that have requested we apply either 3.0 or 3.5. When the 7XX-4 fields were created, their ultimate fate was debated within the library community: 1. Move the 7XX-4 fields to their own RDA authority, and remove from existing AACR2 authorities 2. Remove the 7XX-4 fields entirely and just start over for those particular test records Eventually, PCC members decided that the RDA headings created within AACR2 authorities during the testing phase should be removed entirely by Day One Implementation of RDA <http://ac.bslw.com/community/blog/2012/07/set-phasers-to-stun/> . For a while, Backstage has been maintaining 3 separate authorities databases: 1. AACR2 authorities 2. AACR2 authorities where 7XX has been moved to 1XX (and existing 1XX was moved to 4XX) 3. RDA authorities Navigating between the 3 databases has proven to be a little tricky on our side. But we wanted to have options in place that made sense for our customers. With the 7XX-4 fields being considered effectively obsolete by PCC, Backstage will consolidate our existing authority databases back into one cohesive database. One other reason why we decided to make this change at this time: * AACR2 authorities deleted, then replaced by an RDA authority Our system was struggling to link up the older LCCN of the AACR2 authority, which now existed in the new RDA authority (as 010 $z). By combining the authority databases on our side, we have ensured that the system will now return authorities that used to be AACR2, but have now been replaced by RDA authorities. Due to our handling of older forms of headings <http://ac.bslw.com/community/wiki/index.php5/Step_6.4> , the older AACR2 version of the heading will be included as a 4XX in the new RDA authority record. This gives you the peace of mind that, even though your replaced record is RDA, your bib headings will change based on that older link (4XX) within the RDA authority record. We will also be removing the possibility of matching against 7XX-4 fields, primarily because PCC will be removing them at some point in the near future. This change is to ensure that we aren't caught flat-footed when the 7XX-4 fields are ultimately removed. Not doing so would mean we could potentially be changing bibliographic headings to authorized forms which will not exist in the coming weeks, potentially resulting in blind references. Due to this announcement, RDA options 4.0 <http://ac.bslw.com/community/wiki/index.php5/RDA_7.1#RDA_OPTION_4.0> , 4.5 <http://ac.bslw.com/community/wiki/index.php5/RDA_7.1#RDA_OPTION_4.5> , and 5.0 <http://ac.bslw.com/community/wiki/index.php5/RDA_7.1#RDA_OPTION_5.0> are also affected since they treat the 7XX-4 as a 4XX during matching. We have 11 institutions that currently choose one of these last 3 options. This also means we will be updating our RDA authority control options soon since some of these will be combined into others. We fully anticipate creating new options or adjusting our existing options as we get closer to Day One <http://ac.bslw.com/community/blog/2012/05/rda-naf-conversion-and-day-on e-implementation/> , as we are continually seeking to fulfill our customers' needs. This change is effective after July 20, 2012. Please let us know any questions you may have. As always, your feedback is welcome. Nate Cothran Vice President, Automation Services 533 East 1860 South Provo, Utah 84606 Phone: +1.800.288.1265, ext. 697 Direct: +1.801.342.5697 nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> * www.bslw.com

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RDA AC Processing Changes - 7XX-4 fields (brief)
by Nate Cothran 16 Jul '12

16 Jul '12

We have a quick announcement, which will be followed by a much more in-depth explanation for those that may be interested. After July 20, 2012, Backstage will no longer be using the 7XX-4 fields in AACR2 authorities in any manner. Since PCC will eventually have these fields removed from AACR2 authority records (sometime prior to Day One Implementation of RDA), Backstage wanted to ensure its processing is in place ahead of time so we are not scrambling to adjust when it does happen. http://ac.bslw.com/community/wiki/index.php5/RDA_7.1 In short, this means that RDA options 3.0, 3.5, 4.0, 4.5, and 5.0 will undergo some necessary changes * Options 3.0 & 3.5 included the possibility of matching and flipping to the 7XX-4 version * Options 4.0, 4.5, and 5.0 treated the 7XX-4 as a 4XX for matching purposes We have 20 institutions that currently choose one of the options listed above. No action is required on your part, as the processing that included the 7XX-4 will essentially be excised from each respective RDA option. We anticipate eventually combining certain of these options as some will be redundant (e.g., Options 1.0 & 4.0 are now essentially the same option). Please see the next listserv post about this subject if you would like additional information. As always, your feedback is welcome. Nate Cothran Vice President, Automation Services 533 East 1860 South Provo, Utah 84606 Phone: +1.800.288.1265, ext. 697 Direct: +1.801.342.5697 nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> * www.bslw.com

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Subscribe
by Chad Cluff 02 Jul '12

02 Jul '12

Subscribe -- Chad Cluff Programming/IT Dept. Manager ccluff(a)bslw.com 800.288.1265 x696

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Set Phase(r)s to Stun!
by Chad Cluff 02 Jul '12

02 Jul '12

Day One for RDA Implementation * March 31, 2013 Phase 1 * Mid-July 2012 (completion estimate) * 313,000 authorities * Change: addition of 667 note * 3-4 week period Phase 2 * March 31, 2013 (or as close to it as possible) * 328,000 authorities * Changes: 1XX, 4XX, 5XX * 3-4 week period In Phase 1, 667 fields are being added to 313,000 authorities whose 1XX fields cannot be used as-is under RDA. These 1XX are also not susceptible to an automated change. There are three categories of records which fall under Phase 1: 1. AACR2 whose 1XX contains elements at variance with RDA practice 2. Pre-AACR2 records 3. AACR2 compatible heading records Since a 667 note to the effect of "THIS 1XX FIELD CANNOT BE USED UNDER RDA UNTIL THIS RECORD HAS BEEN REVIEWED AND UPDATED" is being added to the 313,000 authorities, Backstage does not recommend replacing these particular authorities at this time. At a later date, when these authorities have been updated in other ways, Backstage can return these as part of our standard set of updated authorities (new, change, delete) from the Notification service. Backstage will default to not delivering these particular updates for Phase 1, unless otherwise requested by our libraries. In Phase 2, automated changes that can be made to 1XX, 4XX, and/or 5XX are done. Most of the changes involve expanding abbreviations, or the addition/removal of specific fields (link <http://ac.bslw.com/community/blog/2012/05/rda-naf-conversion-and-day-on e-implementation/> ). As Phase 2 is set to be completed as close to Day One as possible (March 31, 2013), we hope this gives our clients enough time to establish procedures on their end in order to handle the large influx of updates scheduled to arrive. These updates are planned to cover a 3-4 week time period, where approximately 328,000 records will be re-issued with the changes listed above. Backstage does recommend that our libraries receive these particular updates. Backstage will default to delivering these particular updates for Phase 2, unless otherwise requested by our libraries. As always, please let us know any questions you may have about the above information. Nate Cothran Vice President, Automation Services 533 East 1860 South Provo, Utah 84606 Phone: +1.800.288.1265, ext. 697 Direct: +1.801.342.5697 nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> * www.bslw.com -- Chad Cluff Programming/IT Dept. Manager ccluff(a)bslw.com 800.288.1265 x696

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