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ALA Annual 2013
http://www.oclc.org/research.html
1 July 2013
#oclcrala13
OCLC Research Update
1
2
Lorcan Dempsey
VP, OCLC Research
& Chief Strategist
@lorcanD
Julianna Barrera-
Gomez
OCLC Diversity
Fellow
Dennis Massie...
Lorcan Dempsey
Vice President OCLC Research and Chief Strategist
1 July, 2013
OCLC Research Update, (ALA Annual 2013)
#ocl...
OCLC Research, 2013
North American print book resource:
45.7 million distinct publications
889.5 million total library hol...
“It‟s like a taboo I guess with all teachers,
they just all say – you know, when they
explain the paper they always say, „...
Talk to us…
Walk This Way
Detailed Steps for Transferring Born-Digital Content
from Media You Can Read In-house
11
Julianna Barrera-Go...
Mobilizing Unique Materials Theme
12
• Libraries need to make these materials less
expensive to describe and disclose
• Th...
Survey of Special Collections and
Archives in 2010
13
• 83% of respondents
cited born-digital
management as the #1
area in...
As a result:
Demystifying Born Digital
14
15
Intent of First Steps
• Confidence building through simplicity
• Emphasis on inventory, then prioritization
• Jump In Init...
Details, please?
• Questions about
specifics
• Software & tool
recommendations
• Discussion sparked on
community listservs...
18
19
• Expanded to 35 pages
Aims of Walk this Way
• Build on First Steps with experience-based
detail
• Provide recommended tools & software
• Point t...
21
Steps within steps
• Not linear or
prescriptive
• Fluid for resource
scenarios
• Other impacts:
– Donor agreements
– Restr...
• Meta-activity
• Steps explained
• Level of difficulty
• Desirability
23
• Transfer methods
explained
• Options presented
24
• Recommended tools
& software
• Links
• Explanation &
background
25
• Resources provided
for further study
• Links with citations
• Pointers to specific
sections for quick
reference
26
• Optional methods to
assess content
• Tools & software
• Resources
27
• Sample workflows
• Reports
• Comparisons
28
• Avenues of
exploration
• Discussion forums
• Learning
opportunities
29
Next steps
• Infrastructure &
scalability
• Format migration
• Preservation lifecycle
• Discoverability &
delivery to user...
31
The Demystifying Born Digital Advisor Group
• Nancy Enneking, Head of Institutional Records and Archives, Getty Researc...
References cited
• Barrera-Gomez, Julianna and Ricky Erway. 2013.
Walk This Way: Detailed Steps for Transferring Born-
Dig...
This work is licensed under a Creative Commons Attribution 3.0
Unported License. http://creativecommons.org/licenses/by/3....
Sensible, Streamlined Sharing of Special Collections
Dennis Massie
Program Officer
1 July 2013
OCLC Research Update (ALA A...
New OCLC Research report
• From the same steering committee that brought you
“cameras in the reading room” and “scan-on-de...
Working group, Advisory group
• Creating
– Aimee Lind, Getty
– Barbara Coopey, Penn
State
– Jennifer Block, Princeton
– Sa...
Quoth the Steering Committee…
• “I know we should be talking about this – if only because it
makes me so uncomfortable.”
•...
Who’s doing it?
38
39
First principles
• #1) The appropriate answer is still usually “no.”
• #2) Not all special collections material is
equally...
41
Tiered approach to processing ILL
requests for special collections
Routine
Workflow
Cooperative
Workflow
Exceptional
Workf...
SHARES Facility Trust Checklist
• Potential use cases
• For a borrowing institution, to cite
compliance
• For a borrowing ...
44
The purpose of the report…
45
This work is licensed under a Creative Commons Attribution 3.0
Unported License. http://creativecommons.org/licenses/by/3....
I’m just a soul whose intentions are
good…
Roy Tennant
Senior Program Officer
1 July 2013
OCLC Research Update (ALA Annual...
Why?
• We have a huge legacy of structured and
semi-structured information
• It is locked up in a standard that has accret...
Why Now?
• 2002: “MARC Must Die”
• 2007: LC Working Group on the Future of
Bibliographic Control
• 2011: First RDA Vocabul...
Prior Art
Others who did it first, and better.
1979: 58,375 bib records
2003: 420,000 MARC Records
2006: 54 Million WorldCat Records
What is “good
enough”
cataloging?
260 Publication Statement
300 Physical Description
Evaluation
500 Notes
245 Title Statement
Discovery
100 Personal Name
65...
MARC and the Trouble With Online
The 856 URL applies to
A digital “version” of the item
“The item” (often a
“born digital”...
Values from
the 856 $3
(materials
specified)
The Project
You’re kidding, right? Say you’re kidding.
• AKA “groundtruthing MARC”, since the point was…
• To provide actual evidence of how MARC has been
used over the last 40+...
Existing “Bibstats” fileExisting “Bibstats” file
Magic Happens Here
Initial Results: Spurious Fields
Never say catalogers lack imagination.
Thank you SO much!
Yes, this is exactly what I would like to see.
I understand that there are additional things
to look at...
Initial Results: Random Comments
Only one of these is made up. Guess which one.
I've played around further for a few minut...
This work is licensed under a Creative Commons Attribution 3.0
Unported License. http://creativecommons.org/licenses/by/3....
For more about OCLC Research…
http://www.oclc.org/research.html
Oclc research-update-ala-annual-2013
Oclc research-update-ala-annual-2013
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Presentation by Lorcan Dempsey, Julianna-Barrera Gomez, Dennis Massie and Roy Tennant at ALA Annual 2013, Chicago, IL 1 July 2013

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  • Monday, July 1, 2013 (Chicago, IL, USA)10:30 – 11:30 am, McCormick Place Convention Center, Room E350, OCLC Research UpdateOCLC Research is one of the world's leading research centers addressing issues of import to libraries and archives. This session will provide a brief introduction to what OCLC Research is and does and provide a focused presentation on three noteworthy projects. 
  • Monday, July 1, 201310:30 – 11:30 am, McCormick Place Convention Center, Room E350, OCLC Research UpdateOCLC Research is one of the world's leading research centers addressing issues of import to libraries and archives. This session will provide a brief introduction to what OCLC Research is and does and provide a focused presentation on three noteworthy projects.
  • Mobilizing Unique Materials narrative, http://www.oclc.org/research/activities/mum.html“Institutions need a way to move forward, but workflow problems—such as substantial backlogs—are a common bottleneck.”
  • Figure 1.28. Education and training needs (Q. 71, n=156)Dooley, Jackie M., and Katherine Luce. 2010. Taking our Pulse: The OCLC Research Survey of Special Collections and Archives. Dublin, Ohio: OCLC Research.
  • http://www.oclc.org/research/activities/borndigital.htmlGoal: “Simplifying management of born digital special collections”
  • Goal: “Simplifying management of born digital special collections”{Hereafter, report referred to as “First Steps”}Erway, Ricky. 2012. You've Got to Walk Before You Can Run: First Steps for Managing Born-Digital Content Received on Physical Media. Dublin, Ohio: OCLC Research.http://www.oclc.org/research/activities/borndigital.html
  • Intent of First Steps and outcomes:-confidence building in simplicity-emphasis on inventory, then prioritizationResult: SAA’s Jump In initiative & shared stories/reports, inventories posted, lessons learnedhttp://www2.archivists.org/groups/manuscript-repositories-section/jump-in-initiative-2013-results
  • FirstSteps enjoyed a positive reaction from the archives communityQuestions come in asking for more detail, recommended tools
  • Took First Steps 1 page table and…
  • Took First Steps 1 page table and…35 pages of detail
  • Companion to First Steps, readers will need to do the inventory from that report.Advisors offered their own preferred tools, we weeded these to provide just enough to get startedSearched for valuable reports & resources, amassed togetherFurther learning through discussionWorkflows to see what/how others do
  • 3 major mile markers:-Take source media (inventoried in First Steps)-Copy it to your workstation (details given on what you might need) and run a variety of highly recommended to optional processes on it AND DOCUMENT THIS-Move the project masters to secure storage WITH DOCUMENTATION[WORKFLOW image p.7 of Walk this Way report]
  • -Not linear or prescriptive-Need to keep fluid for multiplicity of resource scenarios out there-Other impacts to process:Donor agreements/restrictions/requirementsExisting policies or policy needs[Image: author]
  • Shots of Reportp.8 Prep work; Difficulty & DesirabilityBarrera-Gomez, Julianna and Ricky Erway. 2013. Walk This Way: Detailed Steps for Transferring Born-Digital Content from Media You Can Read In-house. Dublin, Ohio: OCLC Research.
  • Shots of Reportp.12 Transf. Data, explain disk copy and disk imaging
  • Shots of Reportp.13 Tools & Software
  • Shots of Reportp.15 Resources (good for understanding *why* step is needed, how it relates to archives, how others have done it)
  • Shots of Reportp.26 Assess Content (optional meta-step; gets @ MUM goal of minimal investment to make discoverable)
  • Shots of Reportp.31 Sample Workflows
  • Shots of Reportp.33 Supplementary Exploration (discussion forums, learning ops, other useful projects to follow)
  • SUM:[p.32 Next Steps]Infrastructure & scalabilityFormat MigrationPreservation LifecycleDISCOVERABILITY FOR USERS (you can use descriptive metadata you’ve gathered, XML outputs, digital file directory tree, documentation notes etc. to help you describe this and make it discoverable)
  • Thanks to our amazing group of Demystifying Born Digital advisors
  • Transcript of "Oclc research-update-ala-annual-2013"

    1. 1. ALA Annual 2013 http://www.oclc.org/research.html 1 July 2013 #oclcrala13 OCLC Research Update 1
    2. 2. 2 Lorcan Dempsey VP, OCLC Research & Chief Strategist @lorcanD Julianna Barrera- Gomez OCLC Diversity Fellow Dennis Massie Program Officer Roy Tennant Senior Program Officer @rtennant Walk This Way: Detailed Steps for Transferring Born-Digital Content from Media You Can Read In- house I Don’t Like Mondays Tiers for Fears: Sensible, Streamlined Sharing of Special Collections Oh Lord! Please don’t let MARC be misunderstood
    3. 3. Lorcan Dempsey Vice President OCLC Research and Chief Strategist 1 July, 2013 OCLC Research Update, (ALA Annual 2013) #oclcrala13 Introduction
    4. 4. OCLC Research, 2013 North American print book resource: 45.7 million distinct publications 889.5 million total library holdings
    5. 5. “It‟s like a taboo I guess with all teachers, they just all say – you know, when they explain the paper they always say, „Don‟t use Wikipedia.‟” (USU7, 0:33:05, Female, Age 19, Political Science) Learning Black Market
    6. 6. Talk to us…
    7. 7. Walk This Way Detailed Steps for Transferring Born-Digital Content from Media You Can Read In-house 11 Julianna Barrera-Gomez OCLC Diversity Fellow 1 July, 2013 OCLC Research Update, (ALA Annual 2013) #oclcrala13
    8. 8. Mobilizing Unique Materials Theme 12 • Libraries need to make these materials less expensive to describe and disclose • They need to invest only what is necessary to make them discoverable effectively Two needs:
    9. 9. Survey of Special Collections and Archives in 2010 13 • 83% of respondents cited born-digital management as the #1 area in which education and training are needed
    10. 10. As a result: Demystifying Born Digital 14
    11. 11. 15
    12. 12. Intent of First Steps • Confidence building through simplicity • Emphasis on inventory, then prioritization • Jump In Initiative 2013 – SAA’s Manuscript Repositories Section – 23 reports shared 16 Texas A&M University’s Cushing Memorial Library and Archives
    13. 13. Details, please? • Questions about specifics • Software & tool recommendations • Discussion sparked on community listservs • Readers hoped for another push [A]ttaching a few links to the ‘Technical Steps’ … would save time. I can go and ask our systems librarian about these things, but people in smaller libraries may not have that option and might find wading through search results on Google frustrating.” [A]ny suggestions you could make would save us a great deal of time and push us in a sensible direction so that this project can be a success.” 17
    14. 14. 18
    15. 15. 19 • Expanded to 35 pages
    16. 16. Aims of Walk this Way • Build on First Steps with experience-based detail • Provide recommended tools & software • Point to reports & resources • Highlight avenues of engagement with colleagues • Present sample workflows 20
    17. 17. 21
    18. 18. Steps within steps • Not linear or prescriptive • Fluid for resource scenarios • Other impacts: – Donor agreements – Restrictions – Policies 22
    19. 19. • Meta-activity • Steps explained • Level of difficulty • Desirability 23
    20. 20. • Transfer methods explained • Options presented 24
    21. 21. • Recommended tools & software • Links • Explanation & background 25
    22. 22. • Resources provided for further study • Links with citations • Pointers to specific sections for quick reference 26
    23. 23. • Optional methods to assess content • Tools & software • Resources 27
    24. 24. • Sample workflows • Reports • Comparisons 28
    25. 25. • Avenues of exploration • Discussion forums • Learning opportunities 29
    26. 26. Next steps • Infrastructure & scalability • Format migration • Preservation lifecycle • Discoverability & delivery to users 30
    27. 27. 31 The Demystifying Born Digital Advisor Group • Nancy Enneking, Head of Institutional Records and Archives, Getty Research Institute • Riccardo Ferrante, Director, Digital Services, Smithsonian Institution Archives • Ben Goldman, Digital Records Archivist, Pennsylvania State University • Gretchen Gueguen, Digital Archivist, Albert and Shirley Small Special Collections Library, University of Virginia • Matthew Kirschenbaum, Associate Professor of English and Associate Director, Maryland Institute for Technology in the Humanities (MITH), University of Maryland • Christopher (Cal) Lee, Associate Professor, School of Information and Library Science, University of North Carolina at Chapel Hill • Veronica Martzahl, Records Archivist, Digital Collections and Archives, Tufts University • Matthew McKinley, Digital Project Specialist, University of California, Irvine • Naomi L. Nelson, Director, David M. Rubenstein Rare Book & Manuscript Library, Duke University • Erin O'Meara, Archivist, Gates Archive • Chris Prom, Assistant University Archivist, University of Illinois, Urbana-Champaign • Gabriela Redwine, Archivist and Electronic Records/Metadata Specialist, Harry Ransom Humanities Research Institute, University of Texas, Austin • Seth Shaw, Electronic Records Archivist, Duke University Archives • Rob Spindler, University Archivist and Head, Archives and Special Collections, Arizona State University Libraries • Susan Thomas, Digital Archivist and Project Manager, Bodleian Library, Oxford University • Dave Thompson, Digital Curator, Wellcome Library • Jennifer Waxman, Senior Manager for Preservation & Access, Center for Jewish History
    28. 28. References cited • Barrera-Gomez, Julianna and Ricky Erway. 2013. Walk This Way: Detailed Steps for Transferring Born- Digital Content from Media You Can Read In-house. Dublin, Ohio: OCLC Research. • Dooley, Jackie M., and Katherine Luce. 2010. Taking our Pulse: The OCLC Research Survey of Special Collections and Archives. Dublin, Ohio: OCLC Research. • Erway, Ricky. 2012. You've Got to Walk Before You Can Run: First Steps for Managing Born-Digital Content Received on Physical Media. Dublin, Ohio: OCLC Research. 32
    29. 29. This work is licensed under a Creative Commons Attribution 3.0 Unported License. http://creativecommons.org/licenses/by/3.0/ ©2013 OCLC Julianna Barrera-Gomez barreraj@oclc.org Ricky Erway erwayr@oclc.org Thank you! http://www.oclc.org/research/publications/lib rary/2012/2012-06r.html#walkthisway (Shortened URL: http://oc.lc/NRNf7P)
    30. 30. Sensible, Streamlined Sharing of Special Collections Dennis Massie Program Officer 1 July 2013 OCLC Research Update (ALA Annual 2013) #oclcrala13 34 Tiers for Fears
    31. 31. New OCLC Research report • From the same steering committee that brought you “cameras in the reading room” and “scan-on-demand for special collections patrons” • Created in consultation with the task force revising the RBMS/ACRL guidelines on sharing special collections • Tools, tools, tools!
    32. 32. Working group, Advisory group • Creating – Aimee Lind, Getty – Barbara Coopey, Penn State – Jennifer Block, Princeton – Sandra Stelts, Penn State – Scott Britton, Boston College – Jennifer Schaffner, OCLC Research • Reviewing – Cristina Favretto, U of Miami – Eleanor Brown, NC State – Elizabeth Nielsen, Oregon State – Laura Carroll, Emory – Margaret Ellingson, Emory – Paul Constantine, U of Washington – Shannon Supple, UCLA – Sue Hallgren, U of Minnesota
    33. 33. Quoth the Steering Committee… • “I know we should be talking about this – if only because it makes me so uncomfortable.” • We have a professional responsibility to push at our boundaries and question our comfort zones.” • “I love the idea of lending from special collections. But I would never be allowed to bring it up at my own institution.” 37
    34. 34. Who’s doing it? 38
    35. 35. 39
    36. 36. First principles • #1) The appropriate answer is still usually “no.” • #2) Not all special collections material is equally special. • #3) Not all requests for special collections material are created equal. • #4) Interlibrary loan folks know how to lend things and get them back safely. • Bonus principle: Trust should exist not only between borrowing and lending institutions, but also between ILL and Special Collections. 40
    37. 37. 41
    38. 38. Tiered approach to processing ILL requests for special collections Routine Workflow Cooperative Workflow Exceptional Workflow REVIEW Request Via ILL system Collaboration between Special Collections (SC) and ILL Directly to SC Is material held in a special collection? ILL staff Collaboration between borrowing and lending institutions Lending institution Reference Interview At borrowing institution—reference desk and ILL staff Collaboration of ILL and SC staff in both institutions By lending institution—SC staff Inter-institutional communication how? ILL system ILL system and email/phone Direct contact between two SC’s Internal communication how? ILL system ILL system and email/phone Direct contact between SC/ILL staff and other departments Stipulate for Research Use? Implicit Consider emphasizing Explicit criteria Reviewing Infrastructure Written guidelines Collaboration between borrowing and lending departments Elaborate decision tree, multiple staff, institutional level decision Mutual disclosure of ILL and SC facilities We trust you Approved checklist Facilities report Forms ILL transaction work form and IFM Extra insurance and/or forms for special handling Use agreement, insurance forms, art museums loan agreement, etc. DECIDE Decision Maker ILL staff ILL and SC consult when necessary SC staff, curator, possibly director Original or Surrogate? Surrogate or predetermined originals Prefer to lend surrogate, consider original Case-by-case consideration Published/unpublish ed? Some published and predetermined unpublished material types Some published OK. Unpublished material on a case-by-case basis Consider lending published and unpublished materials Use Rights Borrower’s responsibility What any reasonable SC staffer would do Search, monitor and control thoroughly Trust and Training ILL training and expertise ILL and SC cross-training on handling fragile materials SC training and experience only LEND Oversees loan transaction ILL staff Staff in ILL and SC SC specialists Quality Control Usual packager, usual shipper, mailroom or ILL Special ILL or SC packager SC/preserv staff prepare special supports and deliver with the material RETURN Deliver Usual shipper, with use/handling conditions Expedited shipper, extra insurance, special handling instructions Deliver from SC to SC—call me when you get it • Lays out three levels of effort and complexity • Flexible framework can be adapted to fit each institution’s needs • Once upon a time all such requests received the deluxe treatment in the third column • Embraces the principle that not all special collections items are equally special • Requests for some classes of material can be handled by ILL staff without consultation • Affirms that lending physical item is still very much the exception 42
    39. 39. SHARES Facility Trust Checklist • Potential use cases • For a borrowing institution, to cite compliance • For a borrowing institution, to indicate a need internally for upgrades • For a lending institution to send to a prospective borrowing institution, to confirm that the borrower has the necessary competencies and facilities. • For a borrowing institution, to use as a “conversation starter” with prospective lenders who may be willing to be flexible or to provide certain classes of material if a subset of the criteria are met. 43
    40. 40. 44
    41. 41. The purpose of the report… 45
    42. 42. This work is licensed under a Creative Commons Attribution 3.0 Unported License. http://creativecommons.org/licenses/by/3.0/ ©2013 OCLC Dennis Massie massied@oclc.org Thank you! http://www.oclc.org/content/dam/research /publications/library/2013/2013-03.pdf
    43. 43. I’m just a soul whose intentions are good… Roy Tennant Senior Program Officer 1 July 2013 OCLC Research Update (ALA Annual 2013) #oclcrala13 Oh Lord! Please don’t let MARC be misunderstood 47
    44. 44. Why? • We have a huge legacy of structured and semi-structured information • It is locked up in a standard that has accreted changes for the last 40-50 years without a systemic overhaul • To give it a systemic overhaul, we MUST know what we have to work with
    45. 45. Why Now? • 2002: “MARC Must Die” • 2007: LC Working Group on the Future of Bibliographic Control • 2011: First RDA Vocabularies Published • 2011: LC Bibliographic Framework Initiative • 2012: BIBRAME Primer document released • 2013: BIBFRAME.org site released
    46. 46. Prior Art Others who did it first, and better.
    47. 47. 1979: 58,375 bib records
    48. 48. 2003: 420,000 MARC Records
    49. 49. 2006: 54 Million WorldCat Records
    50. 50. What is “good enough” cataloging?
    51. 51. 260 Publication Statement 300 Physical Description Evaluation 500 Notes 245 Title Statement Discovery 100 Personal Name 650 Subject 700 Personal Name Identifiers
    52. 52. MARC and the Trouble With Online The 856 URL applies to A digital “version” of the item “The item” (often a “born digital” item} Table of Contents? Sample Chapter? Full Text? Etc.
    53. 53. Values from the 856 $3 (materials specified)
    54. 54. The Project You’re kidding, right? Say you’re kidding.
    55. 55. • AKA “groundtruthing MARC”, since the point was… • To provide actual evidence of how MARC has been used over the last 40+ years • Report over the course of one year in quarterly snapshots • Expose some fields immediately, but also take requests for others to expose • Provide input/feedback to WorldCat Quality Control and the Library of Congress’ BIBFRAME initiative The Project If you could call it that.
    56. 56. Existing “Bibstats” fileExisting “Bibstats” file
    57. 57. Magic Happens Here
    58. 58. Initial Results: Spurious Fields Never say catalogers lack imagination.
    59. 59. Thank you SO much! Yes, this is exactly what I would like to see. I understand that there are additional things to look at, but this give me enough things to think about. For your information, many digital library portals, such as Hathi Trust, allows scholars to create their own corpus, but in many times it is hard since the records haven't been encoded correctly, especially the Literary form information. We did the record analysis in a smaller scale in here, and this will be a great help. Initial Results: 008 position 33 Who knew what one digit could do?
    60. 60. Initial Results: Random Comments Only one of these is made up. Guess which one. I've played around further for a few minutes, and it's still making me "wow"! - Reinhold Heuvelmann, German National Library Thanks for this. I expect it will be extremely useful. – Kevin Ford, Library of Congress Thanks for getting this out. It is just in time for me. We have all sorts of stats for our MARC files but they, of course, reflect decisions we have made up front to use or not use, whereas these indicate a more universal picture. – Sally McCallum, Library of Congress This is the most idiotic thing I’ve ever seen. You will burn in hell for this! – J. McRee Elrod
    61. 61. This work is licensed under a Creative Commons Attribution 3.0 Unported License. http://creativecommons.org/licenses/by/3.0/ ©2013 OCLC Roy Tennant Senior Program Officer tennantr@oclc.org @rtennant 707-287-5580 Thank you! http://experimental.worldcat.org/marcusage/
    62. 62. For more about OCLC Research… http://www.oclc.org/research.html
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