Beyond the Record : OCLC & the Future of MARC

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A review of OCLC's contribution to RDA, OCLC's infrastructure related to the MARC standard and thoughts on moving beyond the emphasis on cataloging records to the description, discovery and exposure of work-level views of bibliographic metadata.

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  • Records are grouped using the OCLC FRBR work-set algorithm. The statistics are based on a September 2008 snapshot of WorldCat.
  • Beyond the Record : OCLC & the Future of MARC

    1. 1. Beyond the Record : OCLC & the Future of MARC<br />Ted Fons<br />Director WorldCat Global Metadata Network<br />MARC 21-<br />2709<br />ONIX Books<br />MARC XML<br />MODS<br />DC XML<br />OAI-DC XML<br />OAI-PMH XML<br />DC-Qualified<br />ONIX Serials<br />MARC 21-<br />2709<br />CCS Forum<br />ALA - Chicago<br />CDF<br />OCLC MARC<br />July 11, 2009<br />OCLC CDF<br />ONIX Books<br />MARC XML<br />DC XML<br />DC-Qualified<br />MODS<br />
    2. 2. Beyond the Record: OCLC and the Future of MARC<br /><ul><li>The OCLC Context
    3. 3. OCLC’s Role in RDA
    4. 4. Beyond MARC
    5. 5. Beyond the Record</li></li></ul><li>The OCLC Context<br />
    6. 6. The OCLC Context<br /><ul><li>A membership organization
    7. 7. Diverse membership</li></li></ul><li>69,826 libraries in 112 countries<br />1,355<br />5,639<br />55,284<br />4,253<br />1,080<br />882<br />1,015<br />320<br />The OCLC Cooperative<br />
    8. 8. OCLC’s Role with RDA<br />
    9. 9. OCLC & RDA<br /><ul><li>Committee Contribution:
    10. 10. ex-officio membership in the ALA Committee on Cataloging: Description and Access
    11. 11. MARC Advisory Committee
    12. 12. Staff Participation:
    13. 13. Joint Steering Committee's two RDA Examples Groups
    14. 14. RDA/MARC Working Group
    15. 15. Representation on: ALA ALCTS RDA Implementation Task Force
    16. 16. Various program sessions</li></li></ul><li>OCLC & RDA<br /><ul><li>OCLC Internal Activities:
    17. 17. Discussions with the three U.S. national libraries to plan for the testing/evaluation period (late 2009)
    18. 18. Planning for MARC21 format changes to support the testing/evaluation period
    19. 19. OCLC Contract Services to staff have been selected to participate in the testing/evaluation period.</li></li></ul><li>Beyond MARC21<br />With thanks to Jean Godby of OCLC Research<br />
    20. 20. The Crosswalk Web Service at OCLC<br /><ul><li>Enables OCLC to translate from one metadata format to another. </li></ul>A “metadata format” is a triple that consists of a metadata schema, a structural encoding, and a character encoding.<br />Supported standards are bibliographic, but the software can handle other types of data.<br /><ul><li>Can be called from any product or service that processes metadata.
    21. 21. A version with a slightly different interface resides on the OCLC Enterprise Bus.</li></li></ul><li>MARC 21-<br />2709<br />ONIX Books<br />MARC XML<br />MODS<br />DC XML<br />OAI-DC XML<br />OAI-PMH XML<br />DC-Qualified<br />ONIX Serials<br />Inputs and outputs<br />MARC 21-<br />2709<br />CDF<br />OCLC MARC<br />OCLC CDF<br />ONIX Books<br />MARC XML<br />DC XML<br />DC-Qualified<br />MODS<br />
    22. 22. &lt;record&gt;<br /> &lt;header&gt;<br /> &lt;schema name=‘marc21’ <br /> namespace=‘uri:”marc:21’/&gt;<br /> &lt;/header&gt;<br /> &lt;field name=‘522’&gt;<br /> &lt;field name=‘a’&gt;<br /> &lt;value&gt;northwest&lt;/value&gt;<br /> &lt;/field&gt;<br /> &lt;/field&gt;<br />&lt;/record&gt;<br />&lt;record&gt;<br /> &lt;header&gt;<br /> &lt;schema name=‘DC-Terms’ <br /> namespace=‘uri:DC-Terms’/&gt;<br /> &lt;/header&gt;<br /> &lt;field name=‘spatial’&gt;<br /> &lt;value&gt;northwest&lt;/value&gt;<br /> &lt;/field&gt;<br />&lt;/record&gt;<br /> MARC input<br />ISO 2709<br />522$anorthwest<br />or<br />&lt;?xml version=“1.0” encoding=“UTF-8”?&gt;<br />&lt;qualifieddc xmlns <br /> dcterms=‘purl.org;dc/terms’ &gt;<br /> &lt;dctermsset&gt;<br />&lt;dcterms:spatial&gt;<br /> northwest<br /> &lt;/dcterms:spatial&gt;<br /> &lt;/dctermsset&gt;<br />&lt;/qualifieddc&gt;<br /> Convert to input structure<br />MARC XML<br />…<br />&lt;datafield tag=‘522”&gt;<br /> &lt;subfield code=‘a’&gt;northwest&lt;/subfield&gt;<br />&lt;/datafield&gt;<br />…<br /> Translate to DC Terms<br />Convert to output structure<br /> DC Terms output<br />Data flow for a single translation<br />Example: MARC21 to Dublin Core via CDF<br />
    23. 23. In sum…<br /><ul><li>The Crosswalk Web service is engineered for reusability.
    24. 24. It is abstract enough to handle any kind of metadata markup.
    25. 25. It keeps a close connection between human-generated translation logic and executable code.
    26. 26. It is flexible enough to handle many use cases.</li></li></ul><li>Adoptions<br />The Crosswalk Web Service has been incorporated into: <br />Connexion Client 2.0 <br />ContentDM Ingest <br />Data Load Enhancement<br />eSerials, eSweep<br />NetLibrary <br />Next Generation Cataloging<br />Adoption is being studied for components of:<br />Digital Collection Gateway<br />WorldCat Cataloging Partners NCIP (NISO Circulation Interchange Protocol)<br />It is being used in research projects:<br />Art and natural history museum metadata (with RLG partners)<br />ISO 8459 bibliographic message exchange (with Janifer Gatenby)<br />
    27. 27. Future priorities<br />Develop a user interface that accepts translation logic and automatically generates Seel scripts.<br />Streamline and enhance some of the Seel language features.<br />Investigate ways to interoperate with the crosswalking software developed at OCLC Leiden.<br />Develop translations for non-bibliographic metadata.<br />
    28. 28. For more information<br />1. Metadata translation at OCLC, pre-CWS<br />A Survey of Metadata Translation Activity at OCLC<br />2. CWS documentation<br />The Crosswalk Web Service Users’ Guide<br />The Seel tutorial: Introduction; Seel in a Nutshell<br />3. 4. Research reports<br />Encoding Application Profiles in a Computational Model of the Crosswalk<br />Toward element-level interoperability in bibliographic metadata<br />A Repository of Metadata Crosswalks<br />Two Paths to Interoperable Metadata<br />
    29. 29. Beyond the Record<br />With thanks to Diane Vizine-Goetz of OCLC Research<br />
    30. 30.
    31. 31. WorldCat Identities<br />
    32. 32. FRBR Entity Levels Revisited<br />The movie<br />Original Version<br />Based on a graphic in Tillett, Barbara &quot;AACR2&apos;s Strategic Plan and IFLA Work towards an International Cataloguing Code“ (2002)<br />
    33. 33. OCLC FRBR Work-set Algorithm<br />Provides a FRBR-based view of the data<br />Records clustered into works using author and title fields from bibliographic and authority records<br /> Author names and titles normalized to construct a work key<br /> All records with the same key are grouped together in a work set or cluster<br />
    34. 34. 4.87 records/work set for multi-record sets<br />
    35. 35. Share data elements across a FRBR Work Set<br />
    36. 36. Work pages beta<br />Provides a rich context from cataloging data<br />
    37. 37.
    38. 38.
    39. 39.
    40. 40.
    41. 41.
    42. 42.
    43. 43.
    44. 44. Beyond the Record : OCLC & the Future of MARC<br />Ted Fons<br />Director WorldCat Global Metadata Network<br />fonst@oclc.org<br />MARC 21-<br />2709<br />ONIX Books<br />MARC XML<br />MODS<br />DC XML<br />OAI-DC XML<br />OAI-PMH XML<br />DC-Qualified<br />ONIX Serials<br />MARC 21-<br />2709<br />CCS Forum<br />ALA - Chicago<br />CDF<br />OCLC MARC<br />July 11, 2009<br />OCLC CDF<br />ONIX Books<br />MARC XML<br />DC XML<br />DC-Qualified<br />MODS<br />

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