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Backstage - RDA Planning Guide Updated
by Nate Cothran 14 Apr '14

14 Apr '14

http://ac.bslw.com/mars/guide/ We have recently updated our RDA Planning Guide (April 2014), which included a number of revisions and corrections we noticed between the guide and the online wiki. Now both the guide and the wiki more closely resemble one another in information and examples. The RDA guide is freely available for download in PDF format, along with our other planning guides. As more of our clients are starting to explore RDA Enrichment, we would recommend perusing the guide to get a better sense of what options are available. Please let us know any questions you may have about the guides. Nate Cothran | Vice President, Automation Services Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.342.5697 | nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> | bslw.com <http://www.bslw.com/> | ac.bslw.com/mars <http://ac.bslw.com/mars>

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Backstage - Authority Control Number in $0 of Bib Headings
by Nate Cothran 07 Apr '14

07 Apr '14

We can now add the authority record's control number to the matching bibliographic record's access points. Some ILS can potentially use the $0 to generate an easier linking method when updating headings in bib records. Our system will return the largest hierarchy match for that heading, and not any smaller hierarchy matches that may have also occurred. Here is an example (bib record): 650 #0 $a Asian Americans $v Fiction Our system will provide the fullest matching hierarchy authority control number to this heading: 650 #0 $a Asian Americans $v Fiction $0 sh2009114781 <http://lccn.loc.gov/sh2009114781> There is a separate authority record for just this heading: 650 #0 $a Asian Americans $0 sh 85008644 <http://lccn.loc.gov/sh85008644> But since the fullest match included the free-floating subdivision, the system prefers that $0 authority instead. Please note the embedded links above are for display purposes only and the $0 will represent just the authority control number text instead. We can turn this rule on for any libraries that request it, just let us know. As long as the matching authority record has a control number, we can use that to populate the $0 onto the end of the matching access point in the bib record. Nate Cothran | Vice President, Automation Services Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.342.5697 | nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> | bslw.com <http://www.bslw.com/> | ac.bslw.com/mars <http://ac.bslw.com/mars>

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Backstage - 264 Field RDA Processing Updates
by Nate Cothran 31 Mar '14

31 Mar '14

This is intended as a brief update on our RDA changes we are implementing for all clients that currently have us enriching their records with RDA elements. 264 Field Ordering We have had some inquiries regarding re-ordering 264 fields based on 2nd indicator values. So when records have been updated, they might look like this: 264 _4 $a (c)2005. 264 _1 $a Mason City, Iowa :$b Sunburst, $c [1992] Now, our system will reorder the 264 fields while taking into account the 2nd indicator values. So the two fields above will be ordered as below: 264 _1 $a Mason City, Iowa :$b Sunburst, $c [1992] 264 _4 $a (c)2005. This situation caused some issues with proper indexing in a few different ILS. 264 / 880 Field Linking Our system was converting 260 fields to 264 fields as expected, but in the cases where an 880 field also exists (which linked to the old 260 field), it would break that link (note: I have excluded other information from the conversion to simplify the example): 260 __ $6 880-03 $c c1995. 880 __ $6 260-03 $c c1995. This updated to: 264 _4 $6 880-00 $c (c)1995. 880 __ $6 260-03 $c c1995. Now the system will retain the old 880 link as well as update the 880 $6 to reflect the new 264 field: 264 _4 $6 880-03 $c (c)1995. 880 __ $6 264-03 $c c1995. Please note that in cases where a single 260 field is converted to multiple 264 fields, only the original linking 264 field will have its $6 updated; additional 264 fields that were added during the conversion process will not link to the same 880 field after processing nor will they contain a $6 field at all. As always, please let us know any questions you may have about these updates. Nate Nate Cothran | Vice President, Automation Services Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.342.5697 | nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> | bslw.com <http://www.bslw.com/> | ac.bslw.com/mars <http://ac.bslw.com/mars>

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Backstage - RDA Enrichment Survey Results
by Nate Cothran 04 Mar '14

04 Mar '14

We put out a survey back in mid-December 2013 with the intent to gather our customers' thoughts regarding RDA Enrichment. Most of our responses came in within a month of the survey posting. We collated those results and I am presenting to you today the findings from that survey. Approximately 90 customers took the time to fill out this survey and we appreciate your comments and participation. At this time, I have refrained from interpreting these results in any way since presenting them here already adds to the length of this email. We hope you enjoy looking through these results! Q1 What type of library do you work in? 61% Academic 23% Public 7% Special 8% Other Q2 What is the size of your library's catalog? 13% Fewer than 100,000 records 23% 100,000 to 250,000 records 15% 250,000 to 500,000 records 17% 500,000 to 1 million records 31% More than 1 million records Q3 How is your library currently using RDA in new materials? 49% Creating RDA catalog records 93% Accepting RDA copy records 27% Adding RDA elements to AACR2 copy records 13% Not actively pursuing RDA Q4 How are you handling hybrid AACR2/RDA in your catalog? 12% Creating our own hybrid AACR2/RDA records 80% Accepting hybrid AACR2/RDA copy records 19% Modifying AACR2 copy records to a hybrid form 7% Re-describing hybrid copy records to RDA rules 30% Not worrying about hybrid records for now Q5 How is your library currently using RDA in new materials? 49% Creating RDA catalog records 93% Accepting RDA copy records 27% Adding RDA elements to AACR2 copy records 13% Not actively pursuing RDA Q6 How do you plan to address existing AACR2 records? 17% Enrich AACR2 records with RDA data to create hybrids 5% Convert AACR2 records to RDA 55% Leave AACR2 records as they are 33% Still deciding what to do Q7 How do you plan to manage a mix of record formats? 77% Operate in a mixed-records catalog for foreseeable future 12% Convert or enrich AACR2 data to RDA rules at some point 24% Still deciding what to do Q8 Do you see significant changes in your library's use of RDA? 23% Yes 52% No 25% Not sure Q9 Are you waiting for particular institutions to transition first? 14% Yes 86% No Q10 Are any of the following factors holding your library back? 32% Gathering consensus on a plan of action 54% Time required to train personnel 35% Time required to reload records 44% Cost of reloading records 34% Other costs of implementation 31% Waiting to see what other institutions do 55% Waiting to see what ILS vendors do 15% Other Q11 Are you interested in exploring automated RDA enrichment? 17% Very interested 18% Moderately interested 23% Slightly interested 14% Not at all interested 28% Not sure yet Q12 What factors would prompt you to move forward with RDA? 50% Consensus at my library on what changes need to be made 54% Catalog consistency; need to clean up mixed records 14% Peer standing (institutional) 7% Peer standing (professional) 47% Enrichment offered by my ILS vendor 43% Enrichment offered by my authority vendor 34% Customization of enrichment service to specify changes 71% Low cost for enrichment service 8% Other Q13 If Backstage offered a discount, would you consider RDA? 2% 3 cents per record 8% 2 cents per record 23% 1 cent per record 47% Only if it were free 30% Not even if it were free; it's too much work on my side Q14 What ILS does your library use? 30% Innovative 26% Sirsi Dynix 20% Ex Libris 24% Other (OCLC, Polaris, Evergreen, VTLS, CARL, etc) Q15 Is your ILS taking advantage of the features of RDA? 38% Yes, our ILS provides a better RDA user experience 35% Our ILS vendor is developing RDA capabilities 16% Our ILS vendor plans to develop RDA capabilities soon 18% No, nothing is happening 1% No, our ILS cannot make use of RDA data currently Q16 Do you expect your library to change ILS within 2 years? 13% Yes 51% No 36% Unsure Q17 What follow-up information would you like to receive? 63% Survey report 62% Updates on development of RDA services 37% Promotional offers (may or may not be published on listserv) 21% RDA enrichment profile to run free sample of batch records 24% No follow-up please; I'll just get my news from the listserv 3% Other Nate Cothran | Vice President, Automation Services Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.342.5697 | nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> | bslw.com <http://www.bslw.com/> | ac.bslw.com/mars <http://ac.bslw.com/mars>

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Fewer distribution of updated LC authorities in the next couple of weeks
by Judy Archer 11 Feb '14

11 Feb '14

Hi Everyone, For those of you who may be scheduled for our Notification services in the next couple of weeks or may be sending new bibliographic records for our Current Cataloging service, we wanted to remind you that we will be receiving fewer updated authorities from LC during that time. Many of you have probably already seen the announcement from Cataloging Distribution Service News & Announcements, but for your courtesy we repeat it here. Thanks! Judy Archer Backstage Authority Control Project Manager ************************************************************* From: Cataloging Distribution Service News and Announcements -- NOT a discussion list [mailto:CDSNEWS@LISTSERV.LOC.GOV] On Behalf Of Johnson, Bruce Sent: Wednesday, February 05, 2014 12:28 PM To: CDSNEWS(a)LISTSERV.LOC.GOV Subject: [CDSNews] LC ILS Upgrade Impact on MDS Library of Congress News from CDS LC ILS Upgrade Impact on MDS The Library of Congress will upgrade its Integrated Library System (ILS) starting February 14, 2014. The ILS upgrade process is expected to take approximately one week. During the upgrade process, the creation, updating and importing of bibliographic and authority cataloging records into the LC production database will cease. Consequently very few cataloging records will be available for distribution via the daily and weekly MARC Distribution Services (MDS) during the upgrade time. Specific impacts on MDS subscribers include: * Daily distribution processing for MDS products will end on Friday, February 14. Normal daily distribution is expected to resume on Monday, February 24. * Weekly distribution processing for MDS products (Issue 07) will take place on Friday, February 14 instead of Tuesday, February 18; however, this distribution will remain on the server for automated or manual downloading. The file will contain records created or modified after the previous distribution on Tuesday, February 11, through the close of business on Thursday, February 13; therefore this issue will contain a smaller number of records. The normal weekly distribution cycle is expected to resume on Tuesday, February 25, again with fewer records. Questions regarding the availability of MDS files during the LC ILS upgrade can be directed to: Loche McLean Policy and Standards Division Email: lmcl(a)loc.gov February 4, 2014 Library of Congress, Cataloging Distribution Service Washington, DC 20541-4910, USA Email: cdsinfo(a)loc.gov Phone: (202) 707-6100, Fax: (202) 707-1334 http://www.loc.gov/cds

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Backstage - Announcing Retrospective RDA Enrichment for All
by Nate Cothran 06 Feb '14

06 Feb '14

Greetings Everyone, Thanks to all who participated in our recent survey on RDA implementation. Among the results, 58% of respondents showed at least some interest in an automated enrichment process for RDA. And more than half of you noted that consistency in your catalog is an important reason to move forward with this enrichment, when the time is right. Many of our new customers, processing their authorities with Backstage for the first time, are choosing to enrich their bibliographic records with RDA elements as part of that process. We also appreciate the loyalty and feedback of our existing customers. RDA enrichment is already available for new records as part of your Current Cataloging authority control. Now, we're pleased to announce free retrospective RDA enrichment of your catalog for all Backstage authority control customers. To qualify for this service, the following conditions are in place: * Clients must have already completed a Remaster or Basefile processing with Backstage * Clients must be current, meaning Notification services were applied during the preceding year * Clients need to alert us of their interest in this service by June 30, 2014; and processing must be completed by December 31, 2014 We would also like to work with you on future press releases, quotes, and co-presentation opportunities related to this service for your catalog, as individual institutional policies permit. Our online profile can be viewed at anytime, by logging in here: http://ac.bslw.com/mars The RDA enrichment profile is separate from our normal authority control profile. We have also separated access points from descriptive changes within the profile, all of which can be customized to your liking. Our hope with this offering is that it helps simplify decisions on your side regarding whether to apply RDA enrichment for your records. We appreciate your patronage and for continuing to choose Backstage as your Authority Control service provider. Please let us know any questions you may have. Thanks, Nate Nate Cothran | Vice President, Automation Services Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.342.5697 | nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> | bslw.com <http://www.bslw.com/> | ac.bslw.com/mars <http://ac.bslw.com/mars>

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fast headings?
by Jeanette Navia 15 Jan '14

15 Jan '14

We have not sent our authorities out for control since OCLC started adding "fast" headings to their records. Our library has decided that we currently are NOT deleting these headings. We think they may come in handy sometime down the road. However, a lot of new authority records have been created for these heading fragments, and I fear our Backstage reports are going to be filled with these headings. What are other libraries doing about these? Thanks! Jeanette Navia ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Jeanette Navia Technical Services Professional Williamsburg Regional Library 7770 Croaker Road Williamsburg, VA 23188-7064 (757)259-7742 www.wrl.org (757)259-7798 (fax) jnavia(a)wrl.org ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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What does RDA look like where the rubber meets the road?
by Richard Covington 12 Dec '13

12 Dec '13

Here at Backstage, we usually look at your bibliographic and authority records from an analytical perspective. We rarely see the details of how you and your patrons interact with the catalog once we've finished tinkering with the headings. It's the difference between a designer looking at a car in a wind tunnel and a driver taking it out on the road. We need a little feedback from our road testers. The Library of Congress flipped the switch on RDA eight months ago. We'd like to find out how RDA is affecting library catalogs in day-to-day use, so we can identify ways to better serve your needs. To that end, we've put together a short survey. Here's the link: www.surveymonkey.com/s/5X8C28J There are 18 questions, most of which are multiple-choice. We've included an optional comments box on many of the questions, in case our response selections don't quite fit your experience. In a not-too-scientific test, we clocked the survey at about 8 minutes. We'll share the aggregated data from the survey with you, our participants. We hope you'll find it useful. In any report that goes out, your individual answers will not be identifiable or tied to your name or institution. And we won't share your contact information with any outside parties. We appreciate your continued business and your assistance in making our services a better fit for your library. Thanks. Yours, Richard Richard Covington Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.356.1852 | rcovington(a)bslw.com | www.bslw.com

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Backstage - Near Match Automated Manual Review
by Nate Cothran 05 Nov '13

05 Nov '13

We had a conversation recently with one of our clients regarding the usability of the Near Match report. This client wanted to be able to make adjustments to the report, then give us the report back and have us implement those changes. At first, we didn't know whether there was much we could do, but we started thinking more and more about the possibilities. Here is a quick example of what the report looks like (in XLS format): No Bib ID Records UNM Unmatched Heading %-1 Tag-1 Near Match-1 Authority-1 1 ocm09600186 1 100 $a Cole, W. V. 87.5% 100 $a Cole, W. F. no2001013661 <http://lccn.loc.gov/no2001013661> The unmatched heading is listed with a confidence value (%) with the primary near match to the right of it. The idea is that you could review the Near Match XLS report, remove the rows that are safe to ignore, and then return the full XLS file to us. At that point, we perform some conversion and matching on our side and end up with an authority record to send back to you with the older (unmatched) form of the heading as a 4XX field. Taking the example above, then, we would end up with the modified authority record like so (I have excised some fields for brevity sake): 001 no2001013661 100 $a Cole, W. F. 400 $a Cole, W. V. $5 BSLW When you load this authority into your system, that 4XX finds a match against your older/unmatched bib heading(s) and now flips it to the authorized 1XX version instead. In the past, this would have been done through a protracted process (either on our side or yours) with the R07 Unmatched Headings report. But since we've developed this Near Match report, we have the actual authority LCCN that may be what the heading should be changed to. And this is linked within the XLS report, so you can directly bring up the authority record and compare to your bib record if desired. If this is something you would be interested in, just let us know. We can begin implementing this for you immediately. Nate Cothran | Vice President, Automation Services Backstage Library Works | Provo, Utah & Bethlehem, Pennsylvania 801.342.5697 | nate(a)bslw.com <mailto:nate@bslw.com?subject=Automation%20Services%20-%20Inquiry> | bslw.com <http://www.bslw.com/> | ac.bslw.com/mars <http://ac.bslw.com/mars>

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Backstage - ACDC Event 10/18, 5pm EST
by Nate Cothran 18 Oct '13

18 Oct '13

We have a dynamite webinar planned for later today, wherein I am co-presenting with Jeremy Myntti, Head of Cataloging & Metadata Services at University of Utah. This is The Next Thing: Authority Control for Digital Content Jeremy and Backstage have worked together to increase access for digital repository records housed in CONTENTdm. The process used is heavily based on our existing authority control technology, but made to fit for digital records in CDM's XML format. The webinar will last an hour and there should be time to ask questions Please join us later this afternoon at 5pm EST for our webinar at Library 2.013: https://sas.elluminate.com/d.jnlp?sid=2008350&password=LIB2013Part140 Other Library 2.013 presentations are also available at this site: http://www.library20.com/page/library-2-0-schedule-gmt-6 Hope to see all of you there! Nate Cothran Vice President, Automation Services 25 East 1700 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 <http://www.bslw.com>

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