Catalogers Group Minutes

July 18, 2002

2:30-3:30 Administrative Conference Room

 

Present: John Riemer (recorder), Rita Stumps, Caroline Miller, Gia Aivazian, Joan LoPear, Beth Feinberg, Janice Matthiesen, Louise Ratliff, Valerie Bross, Paul Priebe, Renιe McBride

 

YRL Cataloging’s Unit Response to the OTNG Survey:

 

Cataloging

(#1) Authority control – Crucial

(#2) Batch export of bib records – Crucial

(#3) Batch loading of authority records – Crucial

(#4) Batch loading of bib records – Crucial

(#5) Call number search for shelf-listing purposes – Crucial

(#6) CJK and other non-roman character editing and display – Important

(#7) Display of holdings and items – Important

(#8) Display of multiple record results (includes display of multiple bib records, multiple holdings records, multiple item records, multiple authority records) – Important

(#9) Display of single bib record and associated holdings records – Nice to have

(#10) Editing – Crucial

(#11) Global change other than authority record initiated change – Nice to have

(#12) Individual export of bib records – Nice to have

(#13) Individual import of authority records – Nice to have

(#14) Individual import of bibliographic records – Nice to have

(#15) Keyboard equivalents – Crucial

(#16) Macros – Crucial

(#17) Navigation – Important

(#18) Permissions – Nice to have

(#19) Printing – Important

(#20) Save file – Nice to have

(#21) Searching – Crucial

(#22) Sorting multiple record results – Important

(#23) Transfer or move items among bibliographic records and holdings records; transfer or move holdings records among bibliographic records; should be relatively easy and relatively error-proof – Crucial

(#24) Validation of records – Nice to have

(#25) Validation of barcodes – Crucial

 

E-resources

(#1) Ability for catalog to substitute for ERDb public discovery functions (high-level browsing) or to supply critical data to support ERDb – Crucial

(#2) Ability for the system to track and report digital acquisitions data for licensed e-resources plus those under consideration or disapproved – Crucial

(#3) Cross-database searching functionality whereby traditional OPAC contents & item-level digital library descriptions can be searched simultaneously at users' discretion. – Crucial

 

OPAC

(#1) Analytics – Important

(#2) Bound-with – Important

(#3) Configuration of the user interface beyond the basic layout – Important

(#4) Browse heading search results display (with left-anchored, right truncation implied) – Crucial

(#5) Call number searching and display – Crucial

(#6) Call number searching and display, "Local" style – Crucial

(#7) Combined author/uniform title or title headings search index – Crucial

(#8) Command line searching – Nice to have

(#9) Display of non-Roman characters, eg. CJK, Arabic, etc. – Crucial

(#10) Display of records with many items, especially serials – Crucial

(#11) Exact searching – Nice to have

(#12) Guided searching – no response

(#13) Help information, system supplied – Important

(#14) Jump-to feature – Important

(#15) Keyword in/on heading search – Crucial

(#16) Keyword in record searching – Important

(#17) Limiting searches – Crucial

(#18) Local information in holdings record, ability to search (index) – Important

(#19) Local information in bibliographic and holdings records, display – Important

(#20) Nested searching – Nice to have

(#21) Normalization – Crucial

(#22) Numeric searching, other than call number – Crucial

(#23) Proximity searching – Nice to have

(#24) Record suppression – Crucial

(#25) Search history features – Important

(#26) See and see also references, and authority records, display – Crucial

(#27) Shopping cart feature – Important

(#28) Sort feature – Important

(#29) Sort feature: "Main Entry" sort – Crucial

(#30) Sorting of numbers in a list display, other than call numbers – Important

(#31) Stop words [Freedom from] – Important

(#32) Subject heading in records link – Nice to have

(#33) Subject heading searching across multiple subject thesauri (LCSH, MESH, etc.) – Crucial

(#34) Truncation/wildcards – Crucial

(#35)-(#40) User initiated features – no response

 

SRLF

(#1) Editing: Efficient method for changing location of an item – Important

(#2) Editing: Efficient method for adding multiple items to a record – Important

(#3) Editing: Ability to transfer or move items from one HOLDINGS record to another (if holdings records are used) – Crucial

(#4) Editing: Ability to transfer or move items from one BIBLIOGRAPHIC record to another (in batch or individually) – Crucial

(#5) Editing: Efficient method for changing the barcode of an item without losing circulation history – Important

(#6) Editing: Efficient method for importing records from other catalogs – Nice to have

(#7) OPAC displays: Display item barcode in the OPAC – no response

(#8) OPAC displays / searching – Important

(#9) Owning location: Preserve owning unit information in the item record – Crucial

(#10) Owning location: Display owning unit information in the OPAC – Important

(#11) Owning location / call number – Important

(#12) Paging: Ability for a user to page SRLF items from the OPAC – Crucial

(#13) Paging: Ability for a user to page multiple SRLF items associated with a title in a single transaction – Important

(#16) Paging: Ability to limit paging feature to certain categories of patrons and certain categories of items (for instance, limit request for YRL Special collections material to certain requestors at YRL Special collections) – Important

[No response to other questions]

 

Systems

(#1) Data manipulation – Crucial

(#2) MARC record manipulation tools – Crucial

(#3) URL link-checking – Nice to have

 

Underlying Characteristics

(#1) Response time – Crucial

(#2) System reliability – Crucial

(#3) Reporting – Crucial

(#4) Portal / Gateway products – Important

(#5) Unicode implementation – Crucial

(#6) Indexing efficiency – Crucial

(#7) Logically appropriate bib-holdings-items record structure and relationships – Crucial

(#8) Record size – Crucial

(#9) Implementation at other ARL libraries – Important

(#10) Implementation within the UC system – Nice to have

(#11) Good quality training and documentation supplied by ILS vendor – Important

 

 

Next Meeting: July 25