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NACO Training for OCLC Libraries

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NACO Training for OCLC Libraries NACO Training for OCLC Libraries Trainer’s Manual Prepared by Cooperative Programs Section & Associates Library of Congress April 2010 THIS PAGE INTENTIONALLY LEFT BLANK FOR DOUBLE SIDED COPY INSERT TAB HERE THIS PAGE INTENTIONALLY LEFT BLANK FOR DOUBLE SIDED COPY DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 Slide 1 NACO Training for OCLC Libraries: Trainers notes: 1) Trainers may customize this NACO Training for OCLC slide. Libraries 2) Introduce yourself! and then Prepared by Cooperative Programs Section & Associates have participants also introduce 1 themselves. Extend a welcome to NACO libraries. Mention that NACO libraries are valued participants in building the NAF = LC/NACO Authority File Icebreaker suggestion: New developments at LC; Something humorous about yourself [trainer], another NACO or cataloging experience, etc. 3) Be sure to talk about: where are the bathrooms; what is the schedule for breaks and lunch; where is the food to come from; is there a close source of drinks and/or coffee; inform people of any emergency info, such as where to go in the event of a fire alarm. 4) Breaks are 30 minutes with one in morning and one in afternoon. Lunch is generally an hour or no longer than one hour and fifteen minutes. [Next slide] The learning objectives of the course are-- NACO Training for OCLC Libraries 1-1 April 2010 DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 Slide 2 Workshop Workshop Learning Objectives (1): Learning Objectives (1) Trainer note: Discuss each learning At the end of the course, participants will objective. be able to: • Consult and use MARC 21 Authority Consult and use MARC 21 Authority Format, LC Guidelines Supplement, Format, LC Guidelines Supplement, and DCM Z1 DCM Z1 as tools for name authority • Create and revise NARs according to creation. AACR2 and the LCRIs (chpts. 22-26) These tools for authority creation can 2 be found in Catalogers Desk Top. We will look in on these tools during Day 1 discussions. 3) Create and revise NARs according to AACR2 & LCRIs (chpts. 22-26). a) The workshop will cover chapters 22-26 of the LCRIs and AACR2 but focus on LCRIs. Slide 3 Workshop Workshop Learning Objectives (2): Learning Objectives (2) Trainer note: Other workshop learning • Apply content designation in accordance objectives are: with the MARC 21 Authority Format Apply content designation according to • Evaluate, update, and modify existing name authority records MARC21 Authority Format [show a • Determine if a named entity is copy of MARC21 authority format; or established through NACO or SACO mention that MARC21 authority format • Understand NACO administrative details in Catalogers Desktop will be looked at later. 3 [Trainer: write on blackboard examples of content designation] [Trainer] May mention that Day 5 of training materials we have a complete set of exercises on the modification of authority records. [Trainer] May mention that deciding whether a named entity is established through NACO or SACO can at times be challenging. We will look at ways you can make this determination. • NACO administrative details include: NACO independence, the review process, etc. As you will see on a later slide NACO administrative details will be discussed on Day 5 of workshop. [Next set of slides] Review of the 5 day outline-- NACO Training for OCLC Libraries 1-2 April 2010 DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 Slide 4 Day 1: NACO Foundations: DAY 1: NACO Foundations Training plan: Day 1 • Authorities in a Shared Database 1) Authorities in a shared database • PCC NACO Principles and Parameters •Searching/BFM 2) PCC NACO principles and •Normalization parameters • MARC 21 Authority Format 3) Normalization: a computer edit • Practicum and exercises designed to eliminate all but the essential characters of a heading for the purpose of comparison. 4 4) MARC 21 Authority Format: Prepared by Network Development & MARC Standards Office; defines the codes and convention tags (tags, indicators, subfield codes, and coded values that identify the data elements in MARC authority records) Note to Trainer: Practicum and exercises: There are various exercises (e.g.: normalization; tagging exercise, etc.) throughout Day 1 materials and review exercises in the Day 1 appendices. We will work together to complete all exercises except the review exercises. [Trainer may want to include review exercises] Note to Trainer: Also trainer should mention that perhaps, if time allow, participants will be given the opportunity to use their NACO authorization codes in NAF to pull up NAR work forms, perform searching exercises, etc. Slide 5 Day 2: Personal Names: DAY 2: Personal Names Training plan: Day 2 • Chapter 22 Personal Names 1) Personal names: chapter 22 of LCRI • Chapter 26 References and AACR2 with focus on LCRIs. • Review AACR2 & focus on LCRIs 2) Chapter 26 (References): We will • Practicum and exercises look at chapter 26 (focus on LCRI) to determine which references are appropriate and those that are not appropriate because of the 5 normalization guidelines. Note to trainer: Practicum and exercises [Trainer must allow time for the creation of personal name authority records on Day 2 !] Various personal name exercises are presented throughout day two training materials. These exercises will be completed and then discussed. [Trainer NACO Training for OCLC Libraries 1-3 April 2010 DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 might form participants into group setting and divide exercises accordingly] Slide 6 Day 3: Corporate Names: DAY 3: Corporate Names Training plan: Day 3 • Chapter 24 Corporate/Conference Names Corporate bodies including • Chapter 26 References conferences: chapters 24 & 26 of the • Review AACR2 & focus on LCRIs LCRIs and AACR2 (focus on LCRIs) • Practicum and exercises Other topics covered: Government and non-government bodies, direct/indirect entry, corporate ambiguous headings, etc. 6 Note to trainer: practicum in the creation of NARs should be done by participants in the afternoon! Slide 7 Day 4: Geographic Names and Uniform Titles: DAY 4: Geographic Names and Uniform Titles Training plan: Day 4 1) Chapter 23 & 26 (AACR2 & LCRI): • Chapter 23 Geographic names Geographic names • Chapter 25 Uniform titles 2) Chapter 25 &26 (AACR2 and LCRI): • Chapter 26 References • Review AACR2 & focus on LCRIs Uniform titles • Practicum and exercises 3) Note to Trainer: If participants have other corporate heading questions trainer can review and answer 7 questions regards corporate names before discussing chapters 23 and 25. Note to Trainer: practicum in the creation of NARs should be done by participants in the afternoon! NACO Training for OCLC Libraries 1-4 April 2010 DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 Slide 8 Day 5: Changes and Wrap-up DAY 5: Changes and Wrap-up •Changes to NARs (DCM Z1) Training plan: Day 5 •Review LCRIs & DCM Z1 Discuss briefly the outline for Day 5. • Practicum and exercises Trainer might mention: About 20% of • NACO administrative details NACO work involves headings that are already established. On the fifth day we talk about evaluating and changing NARs. It’s also the day to wrap up the training week and anticipate the next 8 steps in the review process. Note to trainer: practicum on the creation of new authority record in the afternoon, if necessary or time allow. Slide 9 Day 1: NACO Foundations Including DAY 1: NACO Foundations MARC 21: Including MARC 21 Examples & Exercises in training materials: 1) Some are made up, some are from Authority Format the database, some are from the database with modifications. Prepared by the Cooperative Cataloging Team 2) $a is assumed in all MARC coding & Associates examples when it is the first subfield 9 given. 3) Some examples are old, and therefore may not be in accord with current practice. Slide 10 NACO Foundations: Course NACO Foundations: Course Summary Summary: This course is designed to introduce NACO participants to: Shared database environment: Define what this means (eg: participants from • The shared database environment national and international libraries • PCC NACO principles and parameters • MARC 21 Authority Format working together to create NARs for the • LC Guidelines Supplement in MARC21 common good of all users). •DCM Z1 (yellow pages) PCC NACO parameters: The 10 underlying principle of the NACO Authority File is that participants agree to follow a common set of standards and guidelines when creating or changing authority records in order to maintain the integrity of a large shared authority file. These guidelines will be discussed later. There exist a need to streamline efforts while building a consistent and predictable file that will reduce the efforts of the global library NACO Training for OCLC Libraries 1-5 April 2010 DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 community and maximize its resources. MARC21 Authority Format : Show copy if available. DCM Z1: link on NACO home page (can show link on NACO home page) Slide 11 NACO Principles: Authorities in a NACO Principles : Shared Database: Authorities in a Shared Database 1) Trainer might mention: Not only does the Library of Congress (LC) value the work of the cooperating libraries, but libraries all over the world benefit from your contributions. 11 Slide 12 Standards in Card Catalogs Standards in Card Catalogs: 1) Library of Congress sold card sets to libraries roughly from 1900 to 1982. Other vendors also sold cards. 2) LC stopped selling cards September 1982 but shelflist resumed until 1984. (per CPSO, Aug. 27, 2008) “The Card Division” in the early 1900s 3) OCLC still produces and sells cards, although the numbers are unknown. (verified with OCLC Aug. 27, 2008) NACO Training for OCLC Libraries 1-6 April 2010 DAY 1 -- NACO Foundations Trainer's Manual Including MARC 21 Slide 13 Standards Today: Standards Today • We have moved away from limitations of 1) Library of Congress, early on, set the card cataloging • LC is a member of PCC and must meet the standards among library catalogs same standards as any NACO library around the world.
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