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A Batch Solution to the Death Date Problem A Case Study

A Batch Solution to the Death Date Problem A Case Study. Hsianghui Liu-Spencer & Tom Lamb Carleton College Northfield, Minnesota MNIUG October 23, 2012. LC Announcement in 2005/2006 . Armstrong, Neil, 1931- 2012. Armstrong, Neil, 1931-. Revised LCRI 22.17

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A Batch Solution to the Death Date Problem A Case Study

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  1. A Batch Solution to the Death Date ProblemA Case Study Hsianghui Liu-Spencer & Tom Lamb Carleton College Northfield, Minnesota MNIUG October 23, 2012

  2. LC Announcement in 2005/2006 Armstrong, Neil, 1931-2012 Armstrong, Neil, 1931- Revised LCRI 22.17 The Library of Congress announced a change in policy about adding death dates to personal name heading and a revision to the LCRI for AACR2 rule 22.17 that allows the option for catalogers to add death dates to personal name headings with open dates.

  3. 010 no2011144865 • 100 1 Sagan, Françoise, |d 1935- |tGarde du coeur.|lEnglish • 010 n 79021390 • 100 1 Sagan, Françoise, |d 1935- • 400 1 Quoirez, Françoise, |d 1935- One Bibliographic Record • 100 1 Sagan, Françoise,|d1935- • 240 10 Garde du coeur.|lEnglish • 245 14 The heart-keeper /|c[by] Françoise Sagan. • 260 New York :|bDutton,|c1968. • 300 128 p. ;|c21 cm. • 600 10 Sagan, Françoise,|d1935- • 600 10 Sagan, Françoise,|d1935-|vAnecdotes. • 010 n 79021390 • 100 1 Sagan, Françoise, |d 1935- • 400 1 Quoirez, Françoise, |d 1935-

  4. 010 n 79021390 • 100 1 Sagan, Françoise, |d 1935-2004 • 400 1 Quoirez, Françoise, |d 1935-2004 • 010 no2011144865 • 100 1 Sagan, Françoise, |d 1935-2004. |tGarde du coeur.|lEnglish One Bibliographic Record • 100 1 Sagan, Françoise,|d1935-2004. • 240 10 Garde du coeur.|lEnglish • 245 14 The heart-keeper /|c[by] Françoise Sagan. • 260 New York :|bDutton,|c1968. • 300 128 p. ;|c21 cm. • 600 10 Sagan, Françoise,|d1935-2004. • 600 10 Sagan, Françoise,|d1935-2004|vAnecdotes. • 010 n 79021390 • 100 1 Sagan, Françoise, |d 1935-2004 • 400 1 Quoirez, Françoise, |d 1935-2004

  5. A Name Change in LC Weekly List 2010-05-09

  6. What is the impact to a local database? Split headings in Bridge Consortium (Carleton & St. Olaf) Split headings in other library catalog

  7. Numbers of names changes from 2006-02 to 2012-02? Source: LC Weekly Lists website

  8. Average from 2006-02 to 2012-02 A total of 35,308 names over six-year period

  9. What do you do? Or do you care? OCLC-CAT Liserv in Feb, 2012 **13 Responses

  10. Bridge Consortium Reacts Over the Years

  11. The Old Ways That We Did …

  12. Bridge Consortium Reacts Over the Years

  13. Our Goal • Identify headings in our system that appear in the LC Weekly Closed Dates list and update those headings as needed. We Need to Be Aware: • Not all identified headings require updating. • Identified headings may present unique challenges requiring unique approaches: • Heading for 1xx and 7xx • Heading for 6xx subject • Author/Title added entry & Uniform Title (240)

  14. New Tools That We Used http://datatoolbar.com/

  15. Review and determine next (manual?) steps Authors with irregular date formats Master List from LC Weekly Lists (spreadsheet) Batch search in Connexion by LCCN Run macro adding 4xx, 667, 949 Export to Millennium Sort and compare data Simple authors solely lacking death dates List of Matching LCCN Run Python script Millennium AF Master list (spreadsheet) Personal names as subjects (600s) Review and determine next (manual?) steps

  16. Blind references – mostly need to create a different 4xx. So, it will flip the following day Day Three Make sure no more blind references Day Two Check heading report in Millennium Day One Observe the blind references and let AACP work its magic Check Updated Bib Heading as well as near-match, duplicate AF, etc. Don’t forget subjects (6xx) and irregular date formats (1xx, 7xx)

  17. Excel Spreadsheets 1 Formulae • Remove period - =LEFT(E5,LEN(E5)-1) • Compare cells - =(N5=P5) returns TRUE or FALSE • Sort spreadsheet by cell color • Sort by final digit - =RIGHT(E6,1)

  18. A sample of the resulting spreadsheet

  19. A blind reference

  20. The Numbers

  21. Name headings upload: A Batch Load from Connexion to Millennium 60% • Blind references on Day 2 • --13% to fix • Total bib updated through AACP: 42,929+ • Average for bib attached for each heading: 4~6 bib per AF (1 minims and 110 maximum)

  22. A Statistics View (16,859 matching names)

  23. Are we there yet?? Complete the cycle. We had mainly dealt with 1xx/7xx. And 6xx. But what about author/title added entry (240)?

  24. 010 no2011144865 • 100 1 Sagan, Françoise, |d 1935- |tGarde du coeur.|lEnglish • 010 n 79021390 • 100 1 Sagan, Françoise, |d 1935-2004 • 400 19 Sagan, Françoise, |d 1935- One Bibliographic Record • 100 1 Sagan, Françoise,|d1935-2004. • 240 10 Garde du coeur.|lEnglish • 245 14 The heart-keeper /|c[by] Françoise Sagan. • 260 New York :|bDutton,|c1968. • 300 128 p. ;|c21 cm. • 600 10 Sagan, Françoise,|d1935-2004. • 600 10 Sagan, Françoise,|d1935-2004|vAnecdotes. • 010 n 79021390 • 100 1 Sagan, Françoise, |d 1935-2004 • 400 19 Sagan, Françoise, |d 1935-

  25. Lessons Learned • Saving time? • Understanding the process of AACP in Millennium • Subject template in Millennium load table: 949 *atab=asub • Making sure to keep up with heading reports and clear up the space for loading more records • Check the setting for AACP: Millennium III manual: #107824 • Set this option to YES to enable the application of name authority record updates to name-title bibliographic headings

  26. The Plan to Move Forward • Develop a workflow to maintain updated death dates based on what we learned • Share the harvested data from LC Closed Dates Project and make it available in a spreadsheets format http://bit.ly/PQMkBU

  27. Thanks Go To Kathy Blough St. Olaf Cataloger Jason Cohn Student Worker in Carleton Archives Nat Wilson Digital Archivist & Technology Coordinator, Carleton College Mark Ehlert Coordinator of Digitization, Cataloging & Metadata Education, Minitex

  28. Credits Also Go To Susanne Nevin St. Olaf Cataloger Sue Ims Carleton College Cataloger JoEllenLaPrade St. Olaf Cataloger

  29. Thank you!Tom Lamb tlamb@carleton.eduHsianghui Liu-Spencer hliuspen@carleton.edu

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