The Program for Cooperative Cataloging What Does the Future Hold?

1. The Program for Cooperative CatalogingWhat Does the Future Hold? Oregon Library Association Annual Conference Thursday, 4/19/07 Mark R. Watson Associate University Librarian, Collections & Access, University of Oregon

2. Brief History: • 1973: CONSER • 1977: NACO • 1983: CSCP  SACO • 1988: NCCP  BIBCO • 1992: CCC  PCC • 1995: PCC

3. NACO contributions: 94-04

4. BIBCO Contributions: 94-04

5. SACO Contributions: 94-04

6. Successes: • PCC has successfully sustained its programmatic role to ensure access to information resources through “increased cost-effective creation, sharing, and timely availability and use of authoritative records”. • PCC has increasingly fulfilled an educational role through the assistance with “promulgation of standards and the development of education and training opportunities for catalogers”. This has been an important role that will be even more needed in the future.

7. Statement on the Changing PCC Environment R. Wolven - Fall 2004 • The impetus for the PCC and its raison d'être is to improve the processes by which libraries, collectively and collaboratively, provide access to their collections. (By "access," I mean essentially FRBR functions -- to find, identify, select.) When PCC was created, those processes primarily involved the creation of records for library catalogs. Thus, PCC has focused on making the collective enterprise of creating those records more effective -- devising pragmatic standards; cataloging training; automated aids to record creation and use. • Now we are in an environment in which, for large parts of our collections, the library catalog is only one means among several for providing access. The mantra of "better, cheaper, faster, more" certainly has application in this broader context. The CONSER Summit discussions suggest that there are opportunities for collaborative action towards these ends, and that in the absence of such action libraries are likely to continue duplicative and possibly wasteful efforts. At the same time, this emerging environment is far more diffuse, less organized, and less under library control than the cataloging environment of either 10 years ago or today. The issue now is whether PCC should embrace a broader role involving other means of providing access, what transformations would be needed to play such a role, and what the implications would be for organization, funding, etc.

8. PCC Strategic Planning • 2004 Policy Committee Meeting • 2005 Task Group on the PCC Mission Statement • 2005 Task Force on Strategic Directions for the PCC • 2005 Vision Statements • 2005 Policy Committee Meeting & facilitator led strategic planning process • 2005 Task Force on Refining Five Identified Strategic Directions • 2006 SD Presentation @ ALA Midwinter, San Antonio • 2006 Breakout Groups @ PCC Operations Meeting, April 06 • 2006 Presentations of SDs at ALA Annual • Formulation of tactical objectives, PoCo Meeting, Nov 06

9. PCC 2010: Planning for the Future http://www.loc.gov/catdir/pcc/pcc2010.html

10. PCC Strategic Directions, 2006-2010: #1: Be a forward thinking, influential leader in the global metadata community #2: Redefine the common enterprise #3: Build on and expand partnerships and collaborations in support of the common enterprise #4: Pursue globalization #5: Lead in the education and training of catalogers

11. Strategic Direction #1: Be a forward thinking, influential leader in the global metadata community • The PCC is a primary organization bringing together in collaboration leaders in the global cataloguing and metadata field. It is in a unique position to see the way forward, to articulate that future vision for practitioners in the field, to influence the future and to lead the way through cooperative action. • Goals: • Continually and critically scan its environment for opportunities to exercise leadership through cooperative action • Increase the organization’s ability to respond quickly and effectively to a changing environment by being proactive, not reactive • Actively engage in on-going program evaluation and assessment • Sponsor and support progress through a research and development agenda • Work towards a culture of flexibility and nimbleness in perceiving challenges and exploiting opportunities

12. Strategic Direction #1: Be a forward thinking, influential leader in the global metadata community • Objective 1: Build a professional development series on the current and future developments in the digital information environment to be presented at the annual and midwinter PCC meetings, 2007-2010 • Action: Develop a series of lectures to presented at the annual and midwinter meetings of the PCC • Charge the Professional Development Series TF to design a lecture series that is progressive and feature issues that stretch catalogers thinking in how their skills may be used in the changing environment

13. Strategic Direction #1: Be a forward thinking, influential leader in the global metadata community Objective 2: Work with JSC to establish an orientation/training role for PCC Objective 3: CONSER standard record implementation Action: Receive report from JSC deliberations and set an implementation date

14. Strategic Direction #2: Redefine the Common Enterprise • The Program achieves its goals through cooperative efforts to increase cost-effective creation, sharing, and timely availability and use of authoritative records. Current trends in the web environment are leading away from a model based only on standard records towards an emphasis on interoperability between multiple standards for metadata used and recycled between book industry, rights management, library and information sectors, increasingly including machine-generated metadata. The PCC will address these trends in relation to its own goals by exploring potential new economic models for cooperation that cut across traditional sector boundaries by identifying and exploiting common metadata needs. • Goals: • Understand and capitalize on the economic advantages of cooperation • Recast PCC goals, taking into account the new realities of the information and metadata landscape (e.g. non-library business models for information and metadata such as Google) • Make common cause with non-traditional partners when mutual goals align

15. Strategic Direction #2: Redefine the Common Enterprise Objective 1: Revise the PCC mission statement … accomplished The Program for Cooperative Cataloging supports access to information resources, with a focus on the changing needs and expectations of the end user. The Program achieves its goals through cooperative efforts to increase cost-effective creation, sharing, and timely availability and use of authoritative records. These records are created using cataloging standards (currently AACR/MARC based) or derived from other bibliographic files and resources according to accepted standards. The Program assists with the promulgation of standards, develops education and training opportunities for catalogers, and influences the development of cataloging and resource discovery tools in its support of record creation activity.

16. Strategic Direction #2: Redefine the Common Enterprise Objective 2: Re-invigorate/empower standing committees Action: Reassess the mission and charge for the Standing Committee on Standards and Standing Committee on Automation • Charge a PCC Task Group on Standing Committee Re-assessment Objective 3: Identify funding sources to support PCC activities Action: Identify foundations, agencies that provide grant money and develop a list of agencies that might fund PCC projects • Charge a PCC External Funding Task Group

17. Strategic Direction #3: Build on and Expand Partnerships and Collaborations in Support of the Common Enterprise • In order to respond more effectively to the fundamental challenges facing the PCC in the years to come, it is imperative that the organization continue to expand on existing partnerships as well as form new collaborative ventures. By working with others to increase and improve communication, cooperation, and collaboration, new innovative outcomes will have a positive impact on the continued viability and success of the Program. • Goals: • Strengthen efforts to recruit, expand, and diversify membership in the PCC • Develop close working relationships with publishing entities to promote arrangements for data sharing • Support efforts to derive cataloguing records created according to standards established by other communities • Promote use of commercially created data for use in local systems

18. Strategic Direction #3: Build on and Expand Partnerships and Collaborations in Support of the Common Enterprise Objective 1: Explore a new category of membership that will allow individuals who do not work in a PCC member organization to contribute PCC records Action: Investigate feasibility of an individual contributor program for individuals who have been trained and have contributed PCC level records and make a proposal for such a program Action: Investigate feasibility of extending the PCC individual contributor program to individuals who are interested in contributing PCC records, but who have not been trained, nor have they contributed PCC level records

19. Strategic Direction #3: Build on and Expand Partnerships and Collaborations in Support of the Common Enterprise Objective 2: Explore opportunities for repurposing publisher created metadata Action: Commission report on the current status of ONIX standards and other related EDItEUR/NISO standards Action: Review the status report on ONIX standards and recommend next steps

20. Strategic Direction #3: Build on and Expand Partnerships and Collaborations in Support of the Common Enterprise Objective 3: Partner with outside communities to develop cooperative metadata projects and activities Action: Meet with representatives from OCLC to OCLC/PCC mutual goals for metadata providers/producers Action: Identify metadata communities and recommend possible cooperative activities • Charge a PCC Metadata Communities Task Group Action: Implement cooperative activities with metadata communities

21. Strategic Direction #4: Pursue Globalization • In light of the increasingly global scope and reach of information, especially through the Web, the PCC needs to look beyond North America in seeking metadata and access value. While serious barriers of language, standards, technology and culture exist, they can be overcome or mitigated through flexibility, if the gain for all partners is sufficient. • Goals: • Increase the effectiveness and international impact of a shared authority file • Explore translation protocols for bibliographic information • Increase international visibility of the PCC • Explore reconciliation of PCC and other international standards

22. Strategic Direction #4: Pursue Globalization • Objective 1: Internationalize the NACO authority file • Action: Identify the barriers to the contribution of records to the NACO Authority File by organizations outside of North America and recommend solutions • Objective 2: Explore international PCC contributions beyond the NACO Authority File • Action: Identify barriers to contributing records to BIBCO, CONSER and SACO for organizations outside of North America and recommend solutions • Charge a PCC Task Group to Internationalize the PCC

23. Strategic Direction #5: Lead in the Education and Training of Catalogers • The PCC will continue its well-regarded program of cataloguing training, but will increasingly turn to educating the profession for the future of cataloguing and libraries, and on developing future leaders for the changing cataloguing and metadata world of tomorrow. Education will increasingly focus on the bedrock foundation of principles which can be adapted to changing needs, audiences, technologies, and on the flexibility needed by future leaders to adapt. • Goals: • Increase leadership development opportunities within the PCC and the cataloging profession • Continue to build on success in developing and providing training • Influence and change the reward structure for cataloging professionals • Promote vertical dialogue and consistency of perspective within its own organization and the organizations of its member institutions

24. Strategic Direction #5: Lead in the Education and Training of Catalogers Objective 1: Ensure that catalogers are familiar with the changes introduced in RDA Action: Develop a workshop to assist catalogers in learning about and implementing Objective 2: Develop cataloging training courses to be delivered online Action: Develop an online course in basic cataloging skills Action: Propose additional online courses in cataloging specialized materials

25. Questions? Discussion?

26. Slainte ! Anthony Franks