LIS
606 : Advanced Cataloging
Course Syllabus:
Fall 2011
|
Instructor: Michael A. Chopey, M.A.,
M.S.LIS
Office:
Office telephone: 956-2753
E-mail address: chopey@hawaii.edu
Course Web site: www2.hawaii.edu/~chopey/lis606.htm
Office hours: Monday-Friday, 9:30 a.m.-6:00 p.m., by
appointment
(Note: If you
need accommodations because of the impact of a disability, please 1) contact
the Kokua Program (V/T) at 956-7511 or 956-7612 in room 013 of the QLSS; and 2)
speak with me privately to discuss your specific needs. I will be happy to work
with you and the KOKUA Program to meet your access needs related to your
disability.)
Building on cataloging principles and rules taught in LIS 605, LIS 606 introduces students to the rules, principles, and practices of authority control in library catalogs, reference structure, choice of access points in the bibliographic record, forms of headings, authority record construction, descriptive cataloging of various non-book formats and of continuing and integrating resources, non-AACR/MARC metadata, and Functional Requirements of Bibliographic Records (FRBR).
Continues (from 605) study of general rules for description, MARC bibliographic and authority formats, Library of Congress Subject Headings, Library of Congress Classification.
Some discussion of the principles of Resource Description and Access (RDA).
(N.b., students in this class will not learn or apply the specific rules in RDA, which are now under review and revision and not yet released).
Class meetings will consist of lecture and discussion format and some in-class exercises using online bibliographic tools and utilities. Students will be expected to complete reading assignments and exercises prior to each class meeting. Homework assignments will require the use of OCLC’s Connexion® cataloging client or web-based Connexion browser. The Connexion client can be downloaded free of charge to your home computer or any other PC running Windows. Download instructions will be distributed in class.
This course
addresses the following student learning outcomes:
SLO 1a) Apply
LIS theory and principles to diverse information contexts
SLO 2b) Work
effectively in teams
SLO 3b)
Organize, create, archive and manage collections of information resources
following professional standards
SLO 3c) Search,
retrieve and synthesize information from a variety of systems and sources
All students in
this class are expected to become familiar with and adhere to the professional
expectations posted at: http://www.hawaii.edu/lis/students.php?page=profexp
During class discussions, please be polite to your fellow students by closing your laptops and putting away your portable devices.
At the end of
the course the student should be able to:
·
Apply
the descriptive cataloging rules in AACR
and the Library of Congress Rule
Interpretations to a resource in any physical format and of any form of
issuance.
·
Using
the OCLC Connexion® client or browser, create a MARC bibliographic record
for a resource in any physical format and of any form of issuance.
·
Using
the OCLC Connexion® client or browser, create a MARC authority record for a
personal name, corporate body name, or conference name.
·
Determine
and properly format access points in bibliographic records
·
Conduct
authority research
·
Properly
construct and format headings and references in authority records
·
Assign
and properly construct Library of Congress Subject Headings subject strings according to the rules in Subject Headings Manual (SHM)
·
Classify
library resources using the Library of Congress Classification scheme.
·
Understand
the benefits and challenges of shared cataloging.
·
Understand
and apply the Dublin Core Metadata Element Set.
·
Understand
the nature of works, expressions, manifestations, and items in the FRBR
conceptual model.
LIS 605
Class meetings will consist of lecture and discussion format and occasional in-class exercises using online bibliographic tools and utilities.
Students will be expected to complete reading assignments and exercises prior to each class meeting.
Assignments will be posted on the online class syllabus one week before they are due.
Most homework assignments will require the use of OCLC’s Connexion® cataloging client or browser.
In addition to the 8 homework assignments, students will work in small groups on two projects resulting in a class presentation by the group and a group-submitted paper.
Project descriptions and guidelines will be posted on the online syllabus by Sept. 14; teams and topics will be assigned in class on Sept. 28.
For
sale at UHM bookstore:
Taylor, Arlene G.
and Daniel N. Joudrey. The organization
of information. 3rd ed.
(Abbreviated as TOOI in syllabus reading assigmments below.)
Freely
available via World Wide Web:
CONSER Cataloging Manual, Module
0 and Module 31.
Dublin Core Metadata Element Set, Version 1.1
Furrie,
Betty. Understanding MARC
bibliographic: machine-readable cataloging. 7th ed.
Hillman, Diane. Using
Library of
Congress. Network Development and MARC Standards Office. Understanding MARC
authority records: machine-readable cataloging.
OCLC bibliographic formats and standards. Freely available via WWW at http://www.oclc.org/bibformats/en/
MARC bibliographic format. Freely available via WWW at http://www.loc.gov/marc/bibliographic/ecbdhome.html
OCLC authorities userguide Freely available via WWW at http://www.oclc.org/support/documentation/worldcat/authorities/authformat/default.htm
Selected Library of Congress Rule Interpretations (provided via WWW by instructor)
Selected subdivisions lists and instruction sheets from Subject Headings Manual (SHM) (provided via WWW by instructor)
Other readings as assigned, including excerpts from Anglo-American Cataloging Rules, 2nd ed., revised (AACR2r), which will be distributed in class by instructor.
Total 100 pts.
92-100=A 88-91=A- 84-87=B+ 80-83=B 76-79=B- 72-75=C+ 68-71=C 64-67=C-
A missed class (with or without excuse) will result in the loss of one letter grade (e.g., B+ to B)
In order to complete the required assignments for this
class, students will need access to the following outside of class time:
|
SESSION |
LECTURE AND DISCUSSION TOPICS;
HANDOUTS |
|
ASSIGNMENTS DUE |
|
August 24 –session
1 |
Lecture: Cataloging and technical services; bibliographic utilities; cooperative cataloging; cataloging with non-AACR/MARC metadata; recent trends in cataloging and technical services. Handout: AACR2 chapters 1&2; in-class survey; lecture notes Tour of UHM Cataloging Dept. |
None. |
Student Interest Survey (in-class). |
|
August 31—session 2 |
Discussion: Assignment 1; MARC bibliographic format; AACR rules for description and access; LCC; LCSH Lecture: Access points in bibliographic records; choice of access points; preview of AACR2 chapter 21 and Assignment 2 Handout: AACR chapter 21; lecture notes |
· AACR2 chapters 1&2 · Understanding MARC bibliographic: machine-readable cataloging |
Assignment 1: AACR/ MARC bibliographic |
|
September
7—session 3 |
Discussion: Assignment 2; AACR2 chapter 21 and LCRIs; choice of access points Lecture: Authority records; MARC authority format; headings and references; form of entry rules in AACR2; preview of AACR2 chapter 22 (personal names) and Assignment 3 Handouts: Assg 2 preferred records; AACR2 ch. 22; AACR2 Appendix A; Personal name NAR examples and Hawai‘i Voyager screenshots |
AACR2 chapter 21 and LCRIs |
Assignment 2: Choice of access points |
|
September 14—session 4 |
Discussion: Assignment 3; AACR2 chapter 21 and LCRIs; Form of entry—personal names. Lecture: Preview of AACR2 chapter 24 (corporate body names) and Assignment 4. Handouts: AACR ch. 24; AACR Appendix B; Corporate Body NAR key; Corporate body NAR examples and Hawai‘i Voyager screenshots |
AACR2 chapter 22 and LCRIs Understanding MARC authority records:
machine-readable cataloging. http://www.loc.gov/marc/uma/index.html |
Assignment 3: Form of entry—personal names |
|
September 21—session 5 |
Discussion: Assignment 4; Form of entry—corporate body names. Lecture: Creating MARC authority records in Connexion; preview of AACR2 chapter 26 (references) and Assignment 5. Handouts: NARs for Assg 4; AACR chapter 26.1-26.3; RDA 9.2.2.8 & LCPS; AACR2 Appendices C, D, and E |
AACR2 chapter 24 and LCRIs |
Assignment 4: Form of entry—corporate body names |
|
September 28—session 6 |
Discussion: Assignment 5; Authority format; headings and references in authority records. Lecture: Authority work; authority records and authority files. Preview of assignment 6. Handouts: Subject authority record examples; Free-floating subdivision lists examples; Subject authorities cheat sheet |
AACR chapter 26.1-26.3 & LCRIs |
Assignment 5: Creating name authority records |
|
October 5—session 7 |
Discussion: Assignment 6 (LCSH and bibliographic 6XX coding); subject headings and subdivisions; subject string syntax; Topic-Place-Chronology-Form; genre and form headings/subdivisions. Lecture: LCSH and bibliographic 6XX coding; subject headings and subdivisions; subject string syntax; Topic-Place-Chronology-Form; genre and form headings/subdivisions; using SCM. Handout: Assg 5 “answers”; session 6 lecture slides |
Required reading: Optional reading: ALCTS/PCC Basic LCSH workshop slides (Powerpoint) |
Assignment 6: Subject cataloging I |
|
October 12—session 8 |
Discussion: Assignment 7 Lecture: Serials cataloging; electronic resources cataloging; electronic serials cataloging Handouts: Assg 6 “answers”; session 8 lecture slides |
Required reading: TOOI, p. 303-371 Handouts Optional reading: ALCTS/PCC Basic LCSH workshop slides (Powerpoint) |
Assignment 7: Subject cataloging II |
|
October 19—session 9 |
Discussion: Assignment 8; Serials cataloging; electronic resources cataloging; electronic serials cataloging; small-group project #1 Lecture: Cataloging non-book formats Handout: Assg 7 “Answers”; Small-group project #1 materials and relevant AACR chapters for Nov. 2 presenters (Carina, Julie, Kapua, Kui, Masa, Meagan, Valency |
AACR CONSER Cataloging Manual, Module 0 and Module 31. |
Assignment 8: Electronic serials |
|
October 26—session 10
|
Lecture and discussion: FRBR |
Skim: IFLA Study Group on the Functional Requirements for Bibliographic Records. Functional Requirements for Bibliographic Records: Final Report. As amended and corrected through February 2009. http://www.ifla.org/files/cataloguing/frbr/frbr_2008.pdf Read: Madison, Olivia M.A. “The IFLA Functional
Requirements for Bibliographic Records: International Standards for Universal
Bibliographic Control,” Library Resources & Technical
Services, v. 44, no. 3 (July 2000), p. 153-159. Danskin, Alan & Ann Chapman. “Bibliographic
records in the computer age,” Library & Information Update,
v. 2, no. 9 (September 2003), p. 42-43. Tillett, Barbara. What
is FRBR? A Conceptual Model for the Bibliographic Universe. Tillett, Barbara B. "FRBR and cataloging for the future,” Cataloging & Classification Quarterly, v. 39, no. 3/4 (2005), p. 197 – 205. http://micro189.lib3.hawaii.edu/ezproxy/details.php?dbId=53609 Radebaugh, Jacqueline & Corey Keith. "FRBR display tool," Cataloging & Classification Quarterly, v. 39, no. 3/4 (2005), p. 271 –283. http://micro189.lib3.hawaii.edu/ezproxy/details.php?dbId=53609 Carlyle, Allyson. “Understanding FRBR as a
conceptual model: FRBR and the bibliographic universe,”
Library Resources
& Technical Services, v. 50, no. 4 (October 2006), p.
264-273. Riva, Pat. “Introducing the Functional Requirements for
Bibliographic Records and Related IFLA Developments,” Bulletin
of the American Society for Information Science and Technology,
v. 33, no. 6 (Aug./Sept. 2007), p. 7-11. |
None. |
|
November 2—session 11 |
Student presentations: Project #1 Cartographic materials: Masa,
Meagan, and Valency Musical sound recordings: Julie
& Kapua Videorecordings: Carina &
Kui |
Cartographic materials cataloging Musical sound recording cataloging Videorecording cataloging |
Project #1 (Carina, Julie, Kapua, Kui, Masa, Meagan, Valency) |
|
November 9 –session 12 |
Student presentations: Project #1 Manuscripts: Guannan, Josh, and Trisha Graphic materials: Lea Anna, Nicki, and Sarah |
Manuscripts Graphic materials |
Project #1 (Guannan, Josh, Lea Anna, Nicki, Sarah, Trisha) |
|
November 16—session 13 |
Lecture: Metadata for library collections; Dublin Core Metadata Set; Dspace; ScholarSpace |
TOOI, p. 89-159 |
None. |
|
November 23 |
NO CLASS |
|
|
|
November 30--session 14 |
Project #2: Team progress reports and group discussion Project team #1, Evols: USGS quadrangle maps (Masa, Meagan, Kui,) Project team #2, Evols: Charlot digital images (Nicki, Sarah, Lea Anna, Valency) Project team #3, StreetPrint: Land maps of Project team #4, Evols: Land maps of Trust Territory districts and government structural drawings (Julie, Kapua, Carina) |
TOOI, p. 199-303 |
Progress reports by all four teams |
|
December 7—session 15 |
Project #2: Team final reports and group discussion Project team #1, Evols: USGS quadrangle maps (Masa, Meagan, Kui,) Project team #2, Evols: Charlot digital images (Nicki, Sarah, Lea Anna, Valency) Project team #3, StreetPrint: Land maps of Project team #4, Evols: Land maps of |
None. |
Final reports by all four teams |
ALA-LC romanization tables: http://www.loc.gov/catdir/cpso/roman.html
American Library Association, Association for Library Collections & Technical Services, Committee on Cataloging: Description and Access (CC:DA). [Home page] Available at: http://www.ala.org/ala/alctscontent/catalogingsection/catcommittees/catalogingdescri/catalogingdescription.htm
Schiff, Adam
L.
American Library
Association, Association for Library Collections & Technical Services,
Committee on Cataloging: Description and Access (CC:DA). The Future of AACR
(April 2003). Available at http://www.libraries.psu.edu/tas/jca/ccda/docs/future1.pdf
American Library
Association, Subcommittee on the Revision of the Guidelines on Subject
Access to Individual Works of Fiction. Guidelines on Subject Access to
Individual Works of Fiction, Drama, Etc. 2d ed.
Burger, Robert. Authority
Work: The Creation, Use, Maintenance, and Evaluation of Authority Records and
Files.
Carlyle, Allyson.
“Understanding FRBR as a conceptual model: FRBR and the bibliographic
universe,” Library Resources & Technical Services, v.
50, no. 4 (October 2006), p. 264-273. Available at: http://www.ala.org/ala/mgrps/divs/alcts/resources/lrts/archive/50n4.pdf
Chan, Lois
Mai. Cataloging and
Classification: An Introduction.
2nd ed.
Chan, Lois Mai. A
Guide to the Library of Congress Classification. 5th ed.
Chopey, Michael A.
“Planning and Implementing a Metadata-driven Digital Repository." Cataloging & Classification Quarterly,
vol. 40, nos. 3-4 (2005), 255-287.
Simultaneously published in Metadata: a cataloger's primer, ed. Richard P.
Smiraglia.
Chopey, Michael A.
“ONIX and Libraries.” In Knowledge
without Boundaries, ed. Michael A. Chopey.
Chopey, Michael A., ed. Knowledge without Boundaries: Organizing
Information for the Future. ALCTS Papers on Library Technical Services and
Collections 12.
Clack, Doris
Hargrett. Authority Control: Principles, Applications, and Instructions.
Cundiff, Morgan V. “An Introduction to the Metadata Encoding and Transmission Standard (METS).” Library Hi Tech, 22:1 (2004), 52-64. Available via WWW at: http://dx.doi.org/10.1108/07378830410524495
Danskin, Alan
& Ann Chapman. “Bibliographic records in the computer age,” Library
& Information Update, v. 2, no. 9 (September 2003), p. 42-43.
Available at: http://opus.bath.ac.uk/11321/
Furrie,
Betty. Understanding MARC
bibliographic : Machine-readable Cataloging. 7th ed.
The Future of
Cataloging: Insights from the Lubetzky Symposium: April 18, 1998,
Gorman, Michael. "Why Teach Cataloguing and Classification?" Cataloging & Classification Quarterly 34, nos. 1-2 (2002): 1-13.
Gorman, Michael,
and Pat Oddy. "The Anglo-American Cataloguing Rules, 2nd edition: Their
History and Principles." In Principles and Future of AACR, pp.
158-179.
Hagler, Ronald. The
Bibliographic Record and Information Technology. 3rd ed.
Hayes, Susan M. "Enhanced Catalog Access to Fiction: A Preliminary Study." Library Resources and Technical Services 36, no. 4 (1992): p. 441-59.
Hayes, Susan M. "Use of
Popular and Literary Criticism in Providing Subject Access to Imaginative
Literature," Cataloging &
Classification Quarterly, v. 32, issue 4 (2002), p. 71 – 97.
International Federation
of Library Associations and Institutions. Functional Requirements for
Bibliographic Records. Available via WWW at: http://www.ifla.org/VII/s13/frbr/frbr.pdf
Knowlton, Steven A. “Three Decades Since Prejudices and Antipathies: A Study of Changes in the Library of Congress Subject Headings.” Cataloging & Classification Quarterly 40:2 (2005), 123-145.
Kudo, Yoko. "A Study of Romanization Practice for Japanese Language Titles in OCLC WorldCat Records." Cataloging & Classification Quarterly 48:4 (2010), 279-302. Available online to UHM users: http://dx.doi.org/10.1080/01639370903338352
Kudo, Yoko. "Modified Hepburn Romanization System in Japanese Language Cataloging: Where to Look, What to Follow." Cataloging & Classification Quarterly 49:2 (2011), 97-120. Available online to UHM users: http://dx.doi.org/10.1080/01639374.2011.536751
Library of
Congress. Network Development and MARC Standards Office. Understanding MARC
authority records: machine-readable cataloging.
Lubetzky,
Madison, Olivia M.A. “The IFLA Functional Requirements for Bibliographic Records: International Standards for Universal Bibliographic Control,” Library Resources & Technical Services, v. 44, no. 3 (July 2000), p. 153-159. Available at: http://www.ala.org/ala/mgrps/divs/alcts/resources/lrts/archive/44n3.pdf
Mann, Thomas. Library Research Models: A Guide to
Classification, Cataloging, and Computers.
Marcum,
Deanna. The Future of Cataloging:
Address to the Ebsco Leadership Seminar
Mortimer, Mary. Learn
Descriptive Cataloging.
Ni, Dongyun. “Subject Cataloging and Social Tagging in Library Systems.” Journal of Library and Information Science 36:1 (Apr. 2010), p. 4-15. Available at: http://jlis.glis.ntnu.edu.tw/ojs/index.php/jlis/article/viewFile/576/539
The Principles and Future of AACR: Proceedings of the
International Conference on the Principles and Future Development of AACR,
Radebaugh, Jacqueline & Corey Keith. "FRBR display tool," Cataloging & Classification Quarterly, v. 39, no. 3/4 (2005), p. 271 –283. Available to UHM users at: http://micro189.lib3.hawaii.edu/ezproxy/details.php?dbId=53609
Riva, Pat. “Introducing the Functional Requirements for Bibliographic Records and Related IFLA Developments,” Bulletin of the American Society for Information Science and Technology, v. 33, no. 6 (Aug./Sept. 2007), p. 7-11. Available at: http://www.asis.org/Bulletin/Aug-07/Riva.pdf
Smiraglia,
Richard P. Metadata: a cataloger's primer, ed. Richard P. Smiraglia.
Smiraglia,
Richard P. Works as Entities for Information Retrieval. Ed. by Richard P.
Smiraglia.
Smiraglia, Richard P. Describing
Music Materials: A Manual for Descriptive Cataloging of Printed and Recorded
Music, Music Videos, and Archival Music Collections for Use with AACR2 and APPM.
3rd ed.
Smiraglia, Richard P. The Nature of "A
Work": Implications for the Organization of Knowledge.
Smiraglia, Richard P. Origins, Content,
and Future of AACR2 Revised. Chicago: American Library Association,
1992.
Statement of International Cataloguing Principles:
Draft Approved by the IFLA
Meeting of Experts on an International Cataloguing Code 1st . Frankfurt,
2003. Available at: http://www.ddb.de/news/pdf/statement_draft.pdf
Svenonius,
Elaine. The Intellectual Foundation of Information Organization.
Taylor, Arlene G.
"Teaching Seriality: A Major Educational Challenge." The Serials
Librarian 41, nos. 3/4 (2002): 73-80.
Taylor, Arlene
G. Wynar's introduction to
cataloging and classification. 9th ed.
Taylor, Arlene G.
and Daniel N. Joudrey. The organization
of information. 3rd ed.
Thurman,
Alexander C. "Metadata Standards for Archival Control: An Introduction to
EAD and EAC." Cataloging &
Classification Quarterly,
vol. 40, nos. 3-4 (2005), 255-287.
Simultaneously published in Metadata: a cataloger's primer, ed. Richard P.
Smiraglia.
Tillett, Barbara B. "A Taxonomy of Bibliographic Relationships." Library Resources & Technical Services 35, no. 2 (1991): 150-159.
Tillett, Barbara.
What is FRBR? A Conceptual Model for the Bibliographic Universe.
Tillett, Barbara B. "FRBR and cataloging for the future,” Cataloging & Classification Quarterly, v. 39, no. 3/4 (2005), p. 197 – 205. Available to UHM users at: http://micro189.lib3.hawaii.edu/ezproxy/details.php?dbId=53609