Volume 55, no. 6 2017


Book Reviews

Practical Ontologies for Information Professionals
by David Stuart. London: Facet Publishing, 2016. vii, 224 p. ill. ISBN 978-1-78330-062-4. £59.95.
--Reviewed by Christine DeZelar-Tiedman

RDA Essentials
by Thomas Brenndorfer. Chicago: American Library Association, 2016. xvi, 376 p. ISBN 978-0-8389-13238-4. $105.00.
--Reviewed by Ben Abrahamse

Describing Music Materials: A Manual for Resource Description of Printed and Recorded Music and Music Videos
by Richard P. Smiraglia with Jihee Beak. 4th ed. Lanham, MD: Rowman & Littlefield, 2017. xxi, 199 p. ISBN 978-1-4422-7628-4. $55.00.
--Reviewed by Peter H. Lisius

Linked Data for Libraries, Archives and Museums: How to Clean, Link, and Publish Your Metadata
by Seth van Hooland and Ruben Verborgh. London: Facet Publishing, 2014. xvii, 254 p., illus. ISBN 978-1-85604-964-1. £54.95.
--Reviewed by Patrick Lavey

Cataloging Library Resources: An Introduction
by Marie Keen Shaw. Lanham: Rowman & Littlefield, 2017. xxxi, 229 p. illus. ISBN 978-1-4422-7486-0. $35.00
Reviewed by Marielle Veve


Cataloging News, Violet B. Fox, Editor


Expand, Humanize, Simplify: An Interview with Sandy Berman

Sanford Berman & Tina Gross

ABSTRACT: In this interview, Sanford ("Sandy") Berman discusses his career and his efforts to promote responsive, user-friendly cataloging practices over uncritical deference to prevailing standards. Topics covered include his work at Hennepin County Library, his thoughts on the campaign to change the subject heading "Illegal aliens," his ongoing practice of proposing new Library of Congress Subject Headings, and his relationship with the Library of Congress.

KEYWORDS: Catalogers, cataloging, subject cataloging, Library of Congress Subject Headings (LCSH), Subject access

Original Articles

The Nature and Characteristics of Bibliographic Relationships in RDA Cataloging Records in
OCLC at the Beginning of RDA Implementation

Taemin Kim Park & Andrea M. Morrison

ABSTRACT: This research examines the characteristics and types of bibliographic relationships in Resource Description and Access (RDA) book cataloging records produced in OCLC after RDA implementation. Data was sampled (n = 1,550), coded, and analyzed for work-to-work, expression-to-expression, and manifestation-to-manifestation relationships. Results show work-to-work bibliographic relationships are most frequently recorded in both PCC records (57.4%) and non-PCC (59.5%); expression-to-expression are recorded the least in PCC (8.3%) and non-PCC (15.8%); and manifestation-to-manifestation relationships fall between with PCC (34.4%) and non-PCC (24.7%). This study also investigates the MARC fields used to record relationships and common characteristics in cataloging records with bibliographic relationships.

KEYWORDS: Bibliographic relationships, work-to-work relationships, expression-to-expression relationships, manifestation-to-manifestation relationships, cataloging, MARC fields, RDA

Examining BIBFRAME 2.0 from the Viewpoint of RDA Metadata Schema

Shoichi Taniguchi

ABSTRACT: This article examines BIBFRAME 2.0 from the viewpoint of RDA metadata schema, that is, whether the present BIBFRAME is suitable for exchange and sharing of metadata created with RDA. First, an overview of RDA and BIBFRAME models is provided. Second, mapping examples of metadata records and part of the mapping tables from RDA to BIBFRAME are demonstrated. Third, some issues involved in the mapping are investigated: treatment of RDA Expression in BIBFRAME, mapping of RDA elements to BIBFRAME properties, and conversion of extant MARC21 bibliographic records to BIBFRAME metadata.

KEYWORDS: Resource Description and Access (RDA), metadata standards, BIBFRAME, metadata schema, RDF, vocabulary mapping

Cataloging News

News Editor

Welcome to the news column. Its purpose is to disseminate information on any aspect of cataloging and classification that may be of interest to the cataloging community. This column is not just intended for news items, but serves to document discussions of interest as well as news concerning you, your research efforts, and your organization. Please send any pertinent materials, notes, minutes, or reports to: Violet Fox via email at violetbfox@gmail.com, phone: 312-996-3040. News columns will typically be available prior to publication in print from the CCQ website at http://catalogingandclassificationquarterly.com/ .

We would appreciate receiving items having to do with:

Research and Opinion

  • Abstracts or reports of on-going or unpublished research
  • Bibliographies of materials available on specific subjects
  • Analysis or description of new technologies
  • Call for papers
  • Comments or opinions on the art of cataloging


  • Notes, minutes, or summaries of meetings, etc. of interest to catalogers
  • Publication announcements
  • Description of grants
  • Description of projects


  • Announcements of changes in personnel
  • Announcements of honors, offices, and so on

Research and opinion

Call for papers: The Workshop on Classification and Subject Indexing in Library and Information Science (LIS'2017)

The Workshop on Classification and Subject Indexing in Library and Information Science (LIS'2017) is held in conjunction with the European Conference on Data Analysis (ECDA2017) on September 27-28, 2017 at the Wroclaw University of Economics, Wroclaw, Poland.

LIS'2017 solicits contributions on the role of classification and data analysis in this domain. Topics in these areas include but are not limited to:

  • classification and subject indexing in the context of catalogs and resource discovery systems;
  • methods, approaches, and applications in subject indexing, classification, and data analysis in different countries;
  • open access to classification systems: how can we provide a sustainable classification infrastructure?;
  • linked (subject) data (e.g., faceted classification and linked data architectures: a happy alignment?);
  • classification, subject indexing, and the semantic web (e.g., taxonomies and semantic web ontologies: how closely are they related to each other?);
  • automatic and manual methods in classification and subject indexing (e.g., mappings, concordances, heuristics);
  • classification of research data;
  • subject retrieval in multilingual and multicultural environments; and
  • serendipity in library collections and digital libraries.

All abstracts will undergo a reviewing process. Accepted contributed and invited presentations may be published as post conference peer-reviewed full papers in the open access e-journal Archives of Data Science . In addition a selected number of peer-reviewed papers will be published in a Special Issue of the Journal Advances in Data Analysis and Classification (ADAC). The abstract submission deadline is June 10, 2017.

For more information visit the conference website at: http://ecda2017.ue.wroc.pl/.

Call for participation: 11th U.S. Networked Knowledge Organization Systems (NKOS) Workshop at DC-2017

The 11th U.S. Networked Knowledge Organization Systems (NKOS) Workshop will take place on Saturday, October 28 as part of DC-2017 in Crystal City, VA (Washington, D.C.). Proposals are invited for presentations and demos. The submission deadline is June 30, 2017.

Workshop themes:

  • Research Data Management (RDM). NKOS welcomes presentations that focus on the knowledge organization issues related to controlled vocabularies, name authority, taxonomy, and other KOS to enable access to collections, e.g., in order to be able to replicate scientific results. What are the KOS requirements related to data storage and preservation; and communication, coordination, and collaboration to support librarian and researcher needs?
  • Aggregation. The objective of linked open data is to provide distributed access to vocabularies and content that uses vocabularies. Actually using vocabularies to aggregate distributed content is a special case that reconstructs collections that are now dispersed. Examples include Renaissance artist sketchbooks, natural history collections from enlightenment humanists, etc.
  • Metadata Enrichment. This theme relates to reusing existing metadata sources and adding additional controlled vocabularies, name authority, taxonomy, and other KOS to create new resources, e.g., building a new data resource based on selecting content from the Code of Federal Regulations and enriching the collection by adding new vocabularies.
  • Authority Control. How does authority control work in a global linked data community? What agencies should and are willing to be responsible for the names of public agencies, companies, subsidiaries, brands and trademarks, and artists who constitute a national group based on birth place and/or area of activity.
  • Metrics and Quality. How are controlled vocabularies, name authority, taxonomy, and other KOS quantified and qualified? What are the appropriate dimensions of use and validation? Does Google Analytics have a role? Are there other methods and practical applications?
  • Life Cycle Management. What is the common lifecycle of terms within controlled vocabularies, name authority, taxonomy, and other KOS? What are the downstream impacts and best practices for handling of vocabulary changes?

For more information and to submit a proposal, please visit the NKOS Call for Participation at http://dcevents.dublincore.org/IntConf/index/pages/view/nkosCall on the DC-2017 website.

Call for papers: IX Encuentro de Catalogación y Metadatos

The IX Encuentro de Catalogación y Metadatos (Meeting of Cataloging and Metadata) will be held on September 12-14, 2017, at the facilities of the Institute of Library and Information Research and the Institute of Bibliographic Research, National Library of Mexico, located in Ciudad Universitaria, Mexico City.

The conference goal is bringing together those involved in the theory and practice of cataloging, cataloging, and metadata to discuss the challenges of library research and education, as well as professional practice, in order to identify alternatives and address those challenges.

Among the topics that can be addressed are the following:

  • application of the cataloging standard RDA (Resources Description and Access);
  • catalogs and records of authority (names and subjects);
  • FRBR, FRAD, and FRSAD models;
  • characteristics and problematic of the current catalogs;
  • new options for catalogs and information retrieval systems;
  • metadata for different types of information resources;
  • metadata and repositories;
  • linked data;
  • indexing and classification of information;
  • semantic web and information organization; and
  • training in the organization of information.

Researchers, professors, and librarians in Mexico and Latin America interested in the topics of the IX Encuentro de Catalogación y Metadatos are invited to take part as speakers by sending presentation proposals no later than June 16, 2017.

For more information, see http://iibi.unam.mx/f/ix_ecym_2017.pdf.

NISO releases draft technical report, Issues in Vocabulary Management

The National Information Standards Organization (NISO) seeks comments on a new draft Technical Report, "Issues in Vocabulary Management" (http://www.niso.org/apps/group_public/download.php/18054/TR-06-201x_Issues_in_Vocabulary_Management.pdf). This document is one outcome from the NISO Bibliographic Roadmap Development Project, which was conducted beginning in 2013 with funding from the Andrew W. Mellon Foundation. The Bibliographic Roadmap work examined requirements for usability and adoption of advanced bibliographic exchange in a global network environment and its final report, (http://www.niso.org/apps/group_public/download.php/13327/NISO_14007BibliographicRoadmapDevelopmentDoc_FINAL4.pdf) published in April 2014, prioritized several areas of potential future work, including those included in this technical report: policies supporting vocabulary use and reuse; documentation for vocabularies; and requirements for preservation of RDF vocabularies.

As interest in the new environment for sharing bibliographic information grows, questions about appropriate policies and the supporting infrastructure come to the fore. The intent of this Technical Report is to provide a background on vocabulary management for those operating in the current transitional environment, where there may be less knowledge of policies and social constructs and less practical experience in moving forward using a common infrastructure. The technical report is also intended to position general recommendations for future gap-filling work.

"The goal of discussing all of these activities is to highlight the importance of stability in the vocabulary environment, particularly regarding the need for interoperability as descriptive information moves into the Linked Open Data environment," notes Diane Hillmann, Principal of Metadata Management Associates LLC and co-chair of the Use and Reuse working group. "These issues are not new and we see the recent upswing of interest in linked data feeding interest in this area. We hope that this technical report will promote further solutions work."

"The NISO community consists of librarians, publishers, and system and service providers, and of course the document is written for them," comments Nettie Lagace, NISO Associate Director for Programs. "But beyond these groups we hope the document may also help the many individuals and groups building and sharing bibliographic and other descriptive data, as well as knowledge managers within a variety of organizations using vocabularies to solve problems."

The NISO Issues in Vocabulary Management technical report is available for public comment from June 19 to July 19, 2017. To download the draft document or submit comments, visit the NISO project page at http://www.niso.org/topics/tl/BibliographicRoadmap/. All input is welcome.


27th Meeting of the Permanent UNIMARC Committee, Lisbon, Portugal, National Library of Portugal, March 20–21, 2017

Report submitted by Jay Weitz, Vice Chair of the PUC, OCLC Online Computer Library Center, Dublin, Ohio, USA

On March 20–21, 2017 the International Federation of Library Associations and Institutions's (IFLA) Permanent UNIMARC Committee (PUC) gathered at the National Library of Portugal in Lisbon for its 27th Meeting. In attendance were Ms. Maria Inês Cordeiro (National Library of Portugal, Director of the UNIMARC Strategic Programme), Ms. Rosa Galvão (National Library of Portugal), Mr. Massimo Gentili-Tedeschi (Biblioteca Nazionale Braidense and Istituto Centrale per il Catalogo Unico [ICCU]), Mr. Philippe Le Pape (Agence bibliographique de l'enseignement supérieur, France), Ms. Gordana Mazić (Institut informacijskih znanosti [IZUM], Slovenia), Ms. Olga Zhlobinskaya (Boris Yeltsin Presidential Library, Russia), and Mr. Jay Weitz (OCLC, USA, Vice Chair and Rapporteur).

During the two days of meetings, the PUC discussed a total of 14 UNIMARC/Bibliographic (U/B) and UNIMARC/Authority (U/A) change proposals, the selection of a new PUC Chair, the status of the UNIMARC in RDF Project, and other topics. Minutes from the informal PUC meeting in Columbus, Ohio, USA (August 2016) were approved.

UNIMARC formats and guidelines

The UNIMARC change proposals were discussed mostly in numerical order. Unless otherwise noted, the proposals were accepted or accepted as amended. In some cases, these actions represent final approval of previously accepted proposals that were subsequently found to need additional work.

  • UNIMARC/Bibliographic (U/B): The current 3rd edition was published in mid-2008. Updates through December 2016 are currently available at https://www-ifla-org/publications/unimarc-bibliographic-3rd-edition-updates-2012?og=33
    • U/B 017 (Other Identifier) was revised to align with the newly-defined U/A 017 (Other Identifier).
    • U/B 110 (Coded Data Field: Continuing Resources) Subfield $a/0 (Type of Continuing Resource Designator) has new code "h" for "blog."
    • U/B 115 (Coded Data Field: Visual Projections, Video Recordings, and Motion Pictures) Subfield $a/16 (Presentation Format: Videorecording) has new code "l" (letter "el") for "Blu-ray Disc."
    • U/B 115 (Coded Data Field: Visual Projections, Videorecordings, and Motion Pictures), U/B 116 (Coded Data Field: Graphics), U/B 117 (Coded Data Field: Three-Dimensional Artefacts and Realia), U/B 120 (Coded Data Field: Cartographic Materials: General), U/B 130 (Coded Data Field: Microforms: Physical Attributes), and U/B 135 (Coded Data Field: Electronic Resources) have had their respective codes regarding color characteristics revised for clarification and some consistency.
    • U/B 214 (Production, Publication, Distribution, Manufacture Statements) was intended to be a UNIMARC field similar to MARC 21 field 264 (Production, Publication, Distribution, Manufacture, and Copyright Notice). The proposed new field was not accepted, pending further study, including the option of revising the existing field U/B 210 (Publication, Distribution, Etc.) to accommodate appropriate elements.
    • U/B 230 (Material Specific Area: Electronic Resource Characteristics) is being studied for making obsolete in favor of the new field U/B 231 (Digital File Characteristics), similar to the MARC 21 field 347 (Digital File Characteristics).
    • U/B 283 (Carrier Type) has been defined as a textual companion field to the previously defined coded field U/B 183 (Coded Data Field: Type of Carrier).
    • U/B 338 (Funding Information Note) has been defined as a rough equivalent to MARC 21 field 536 (Funding Information Note).
    • U/B 717 (Printer/Publisher Device), intended as the Bibliographic counterpart to U/A 217 (Authorized Access Point: Printer/Publisher Device) was not accepted.
    • U/B Appendix H (Cataloguing Rules and Format Codes) has had the following new codes defined:
  • UNIMARC/Authorities (U/A): The current 3rd edition was published in July 2009. Updates through December 2016 are currently available at https://www-ifla-org/publications/unimarc-authorities-3rd-edition-updates-2012?og=33
    • U/A Record Label/09 (Type of Entity) has a new code value "m" for authority records for fictitious characters and for real persons treated fictionally, in conjunction with the definitions of the U/A X23 field set for character.
    • U/A Subfield $5 (Relationship Control) Subfield $5/0 (Name Relationship Code) vales for Personal Names have been generalized from referring to "author" to referring instead to "person." U/A Subfield $5/3 (Specific Relationship Code for Agents) values for Founding, Membership, and Ownership relationships were discussed and need further study. It was emphasized that the Reference Display phrases in U/A Subfield $5/3 are simply possible suggestions for ultimately more general "see also" references.
    • U/A 017 (Other Identifier) was defined for identifiers that are not already accounted for in any of the other U/A fields defined for ISNI, ISTC, ISRC, ISAN, ISWC, etc.
    • U/A 146 (Coded Data Field: Medium of Performance) was defined in harmony with the existing U/B 146 (Coded Data Field: Medium of Performance).
    • U/A 223 (Authorized Access Point – Character), U/A 423 (Variant Access Point – Character), U/A 523 (Related Access Point – Character), and U/A 723 (Authorized Access Point in Another Language and/or Script – Character) were defined to correspond to the previously-defined U/B 623 (Character) field for fictitious characters.

UNIMARC in RDF project

RDA Steering Committee (RSC) Chair Mr. Gordon Dunsire provided the following "Report on the UNIMARC/Authorities in RDF Project" along with the Excel spreadsheet mentioned:

The work on modeling UNIMARC/Authorities in RDF started in March 2016 as a continuation of the UNIMARC/Bibliographic format in RDF. The project covers the 3rd edition of UNIMARC/A (2009) and full updates of 2012 and 2016. The same methodology as for the previous project UNIMARC/B in RDF was used, meaning that every content designator (combination of field + indicator + subfield) result in one RDF property. Each RDF property is expressed as a single row in Excel sheets (4,594 rows). Predrag Perožić produced the spreadsheets and Mirna Willer updated the tables with definitions and scope notes. The shared Excel document was made available for review to Dr. Cordeiro.

It is planned that Gordon Dunsire will check the content, produce the input Open Metadata Registry (OMR) spreadsheets, and send them to PUC members to review the content. After that, the sheets will be loaded to the OMR.

The future of the PUC

The PUC has been seriously discussing the issue of its future leadership for several years now, following the unfortunate incapacitation of its long-time Chair Mr. Alan Hopkinson in early 2013 and his passing in April 2016. A complicating factor has been the desire of the National Library of Portugal to relinquish its role of UNIMARC Strategic Programme host, which it has held since 2003. With the IFLA Governing Board's recent suggestion that "the PUC could move to a structure … that operates without the support of a hosting institution," the PUC was able to concentrate fully on choosing a new chair. Ms. Gordana Mazić consented to take on that task, with the approval of her institution IZUM, and with the understanding that certain chair and host responsibilities will be shared among other PUC members.

The PUC also noted with distress that in 2016 and again in 2017, it has been limited to a mere five-minute reporting slot as part of the Committee on Standards (CoS) meeting at the IFLA Congress (scheduled for 2017 August 20, 13:45–15:45, Wrocław, Poland). From 2003–2015, the PUC has had a regular 2-hr open session at each IFLA Congress to present news and submitted papers. The committee stressed that this seems to contradict the notion put forward by the CoS that promoting IFLA standards is one of its chief roles. This also limits the PUC's ability to promote relations with other groups and to communicate with the UNIMARC community to the largest IFLA audience.

Upcoming UNIMARC meetings

The PUC will hold its next informal meeting in August 2017 as part of the IFLA Congress in Wrocław, Poland. Scheduling of the 2018 regular meeting of the PUC has not yet begun, but it is likely to be in March or April 2018 at a site yet to be determined.


Timothy Cole awarded 2017 LITA/OCLC Kilgour Research Award

Timothy Cole, Head of the Mathematics Library and Professor of Library and Information Science at the University of Illinois at Urbana-Champaign, has been selected as the recipient of the 2017 Frederick G. Kilgour Award for Research in Library and Information Technology, sponsored by OCLC and the Library and Information Technology Association (LITA). Professor Cole also holds appointments in the Center for Informatics Research in Science and Scholarship (CIRSS) and the University Library.

The Kilgour Award is given for research relevant to the development of information technologies, especially work which shows promise of having a positive and substantive impact on any aspect(s) of the publication, storage, retrieval and dissemination of information, or the processes by which information and data is manipulated and managed. The winner receives $2,000, a citation, and travel expenses to attend the LITA Awards Ceremony & President's Program at the 2017 ALA Annual Conference in Chicago (IL).

Over the past 20 years, Professor Cole's research in digital libraries, metadata design and sharing, and interoperable linked data frameworks have significantly enhanced discovery and access of scholarly content which embodies the spirit of this prestigious Award. His extensive publication record includes research papers, books, and conference publications and has earned more than $11 million in research grants during his career.

The Award Committee also noted Professor Cole's significant contributions to major professional organizations including the World Wide Web Consortium (W3C), Digital Library Federation, and Open Archives Initiative, all of which help set the standards in metadata and linked data practices that influence everyday processes in libraries. We believe his continuing work on Linked Open Data will further improve how information is discovered and accessed. With all of Professor Cole's research and service contributions, the Committee unanimously found him to be the ideal candidate to receive the 2017 Frederick G. Kilgour Award.

When notified he had been selected, Professor Cole said, "I am honored and very pleased to accept this Award. Fred Kilgour's recognition more than 50 years ago of the ways that computers and computer networks could improve both library services and workflow efficiencies was remarkably prescient, and his longevity and consistent success in this dynamic field was truly amazing. Many talented librarians have built on his legacy, and over the course of my career, I have found the opportunity to meet, learn from, and work with many of these individuals, including several prior Kilgour awardees, truly rewarding. I have been especially fortunate in my opportunities and colleagues at Illinois – notably (to name but three) Bill Mischo, Myung-Ja Han, and Muriel Foulonneau – as well as in my collaborations with other colleagues across the globe. It is these collaborations that account in large measure for the modest successes I have enjoyed. I am humbled by and most appreciative of the Award Committee for giving me this opportunity to join the ranks of Kilgour awardees."

Robert Bremer recipient of the 2017 Ulrich's Serials Librarianship Award

The Association for Library Collections & Technical Services (ALCTS) congratulates the recipient of the 2017 Ulrich's Serials Librarianship Award, Robert Bremer. Presented by the Continuing Resources Section (CRS) of ALCTS, this award consists of a citation and $1,500 donated by ProQuest and is given for distinguished contributions to serials librarianship. The award will be presented at the ALCTS Awards Ceremony on June 24, 2017, during the 2017 American Library Association Annual Conference and Exhibition in Chicago.

Bremer, senior consulting database specialist at OCLC, has been described as an unsung hero in the serials world. Throughout his long, distinguished career, Bremer has been committed to the goals of cooperative metadata creation. He has been OCLC's liaison to CONSER (the Cooperative Serials Program) since the beginning of the Program for Cooperative Cataloging (PCC) and has chaired or served on numerous PCC task groups, committees and projects. Robert has also been willing to share his knowledge and expertise with others. Not only has he helped serials catalogers with their day to day jobs, he has worked with and trained many of the database specialists at OCLC in serials cataloging and content designation.

In 2002, serials catalogers from the Library of Congress, CONSER, and OCLC began a project to find a practical solution to the growing number of MARC records that resulted from the then current cataloging practice considering each "aggregator/publisher/distributor" of online content to be a separate edition. Bremer was the chair of the task group that developed the provider neutral record practices for online serials that resulted in the "PCC Provider-Neutral Standard." After the standard was implemented, he was then responsible for working out the merger of thousands of serials records. Another notable contribution to the serials community has been his work with OCLC macros. These macros, especially the "Insert from cited record," have made cataloging more efficient for a multitude of catalogers. He was also responsible for the development of a macro that creates complete online serial records from existing print serial records. In consultation with colleagues, Bremer designed a project to add RDA elements into pre-RDA records in WorldCat. This project not only created hybrid records, it also greatly improved the WorldCat database by correcting many other errors and validation problems. This project alone has improved over 150 million WorldCat records. CRS is pleased to recognize the significant accomplishments and contributions of Bremer, whose work has made a profound impact on serials librarianship, as well as current and future library professionals.



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