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Reinhold Heuvelmann, German National Library

    Moving to MARC 21 - Moving Ahead




1                                   May 10, 2011, OCLC, Dublin (OH)
Layers of Information
      – Reality

      – Communication

      – Resources

      – Rules

      – Formats

      – Shell Structures

      – Coded Character Sets

      – Bits and Bytes
2 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Libraries in Germany (1)
      – German National Library (Leipzig, Frankfurt)
      – Large State Libraries: Berlin and Munich
      – State Libraries
      – University libraries
      – Research libraries
      – Zentrale Fachbibliotheken
           (Medicine, Economics, Engineering)
      – Public libraries
      – School libraries
      – Church libraries                                                                          ...
3 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Libraries in Germany (2)
      – "Sondersammelgebiete"
             - subject-specific
             - regional
             - material-specific

      – "Sammlung Deutscher Drucke"
             -   1913    ff = Deutsche Nationalbibliothek
             -   1871    – 1912 = StB-PK Berlin
             -   1801    – 1870 = UB Frankfurt/M.
             -   1701    – 1800 = SUB Göttingen
             -   1601    – 1700 = HAB Wolfenbüttel
             - 1501 – 1600 = BSB München


4 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Libraries in Germany (3)
      German Regional Library Networks

      + Austria: OBV

      + Switzerland: IDS



      + German Union Catalogue of
        Serials (ZDB)

      =>

      Consortium of Library Networks

5 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
German National Library
      – Central archiving library and national bibliography centre
      – Collecting, permanently archiving, fully documenting and
        bibliographically indexing all German and German-
        language publications from 1913 and making them
        accessible to the general public
      – Including online publications
      – National and international partnerships
      – Projects
      – Authority data
      – Standardization

6 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Standardization for Libraries in
      Germany, Austria and Switzerland
      – Committee for Library Standards

      – Office for Library Standards

      – Expert Groups
             - Authority Data
             - Data Formats
             - Descriptive Cataloging
             - Subject Cataloging

      – Offices for different subareas of standardization

7 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Rules


      – RAK (Regeln für die Alphabetische Katalogisierung)
             - RAK, RAK-WB, RAK-ÖB, RAK-NBM, RAK-Musik, RAK-Karten
             - regional Rule Interpretations

      – RNA (Regeln für Nachlässe und Autographen)

      – RSWK (Regeln für den Schlagwortkatalog)

      – Dewey Decimal Classification
        Project "DDC Deutsch"


8 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Format: MAB


      – "Maschinelles Austauschformat für Bibliotheken"
        (Mashine-readable exchange format for libraries)

      – established in 1973 ("MAB1")

      – revised in 1994 ("MAB2")

      – Parts: Bibliographic, Authority, Holdings, Classification,
        Addresses

      – 1998 - 2004: process of internationalization (Unicode,
        Dublin Core, MAB english, FRBR, XML)

9 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
"Changing for international formats and
       codes (MARC21, AACR2)" (2002 - 2004)
       – internationalization of library standards (cataloging
         rules and formats)

       – vivid discussions

       – feasibility study (strategic, technical, economical
         aspects), funded by DFG

       – decisions:
         introduction and uniform use of MARC 21 as the
         exchange format for all libraries in Germany and Austria

            active cooperation in the development of new rules
10 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Changeover to MARC 21 (2005 - 2009)
       – Standard compliance

       – Interoperability

       – Abandon historic burdens

       – Existing rules, models, data, functionalities

       – Language of cataloging: German

       – MARC 21 as a communications format,
         not as a cataloging format

       – MAB "stabilized"

11 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Changeover to MARC 21 (2005 - 2009)
       Part 1: Preparations
       – Training
       – Multipart monographs
       – Linking techniques
       – Mapping MAB to MARC 21
       – DDC
       – MARBI
       – Local Elements
       – Translation
       – Coded character sets
12 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Decisions


       – Series data in MARC Bibliographic records

       – Multipart monographs in one record per volume

       – No ISBD punctuation, if it is redundant to MARC 21 field
         or subfield coding;
         if needed:
         at the beginning of a subfield,
         or inside a subfield

       – Non-sorting control character technique


13 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Changeover to MARC 21 (2005 - 2009)
       Part 2: Production
       – Re-programming all existing MAB interfaces and
         replacing them by their MARC 21 equivalents

       – Some minor changes in data and cataloging practice

       – Done / to be done in all institutions (networks, libraries)

       – Vendors

       – German National Library: from 2008 on,
         and retrospectively


14 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
The solution so far …




15 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Changeover to MARC 21 (ongoing)
       Part 3: Marketing
       – "Errors"

       – Explanations

       – Discussions

       – Solutions




16 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
MARC 21, and the Future




17 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (1):
       FR-Family
       – FRBR

       – FRAD

       – FRSAD



       – FRBR Review Group

       – => "FRBR 2.0"


18 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (2):
       RDA
       – Rules, Toolkit

       – Elements, Registry

       – Semantic Web: Linked Data, URIs, RDF

       – Syntax ?



       – RDA/MARC Working Group


19 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (3):
       Authority Control
       – German Project
         "Gemeinsame Normdatei"
         (GND)

       – VIAF




20 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (4):
       MODS & MADS




       – MODS/MADS Editorial Committee


21 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (5):
       De-constructing MARC
       – Rules
       – Cataloging system
       – Elements
       – Order
       – Display
       – Punctuation
       – ISO 2709, or XML, or JSON
       – MARC-8, or Unicode
22 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (6):
       ISBD & ISBD Punctuation
       – MARC Leader/18 "c"

       – PCC ISBD and MARC
         Task Force




23 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Part of the Puzzle (7):
       Communications                                                        Format




24 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Time to move on …




25 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Community & Partnerships




26 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
Thank you!
                                                                         Questions?




       r.heuvelmann@dnb.de

27 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)

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Moving to MARC 21 - Moving Ahead

  • 1. Reinhold Heuvelmann, German National Library Moving to MARC 21 - Moving Ahead 1 May 10, 2011, OCLC, Dublin (OH)
  • 2. Layers of Information – Reality – Communication – Resources – Rules – Formats – Shell Structures – Coded Character Sets – Bits and Bytes 2 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 3. Libraries in Germany (1) – German National Library (Leipzig, Frankfurt) – Large State Libraries: Berlin and Munich – State Libraries – University libraries – Research libraries – Zentrale Fachbibliotheken (Medicine, Economics, Engineering) – Public libraries – School libraries – Church libraries ... 3 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 4. Libraries in Germany (2) – "Sondersammelgebiete" - subject-specific - regional - material-specific – "Sammlung Deutscher Drucke" - 1913 ff = Deutsche Nationalbibliothek - 1871 – 1912 = StB-PK Berlin - 1801 – 1870 = UB Frankfurt/M. - 1701 – 1800 = SUB Göttingen - 1601 – 1700 = HAB Wolfenbüttel - 1501 – 1600 = BSB München 4 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 5. Libraries in Germany (3) German Regional Library Networks + Austria: OBV + Switzerland: IDS + German Union Catalogue of Serials (ZDB) => Consortium of Library Networks 5 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 6. German National Library – Central archiving library and national bibliography centre – Collecting, permanently archiving, fully documenting and bibliographically indexing all German and German- language publications from 1913 and making them accessible to the general public – Including online publications – National and international partnerships – Projects – Authority data – Standardization 6 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 7. Standardization for Libraries in Germany, Austria and Switzerland – Committee for Library Standards – Office for Library Standards – Expert Groups - Authority Data - Data Formats - Descriptive Cataloging - Subject Cataloging – Offices for different subareas of standardization 7 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 8. Rules – RAK (Regeln für die Alphabetische Katalogisierung) - RAK, RAK-WB, RAK-ÖB, RAK-NBM, RAK-Musik, RAK-Karten - regional Rule Interpretations – RNA (Regeln für Nachlässe und Autographen) – RSWK (Regeln für den Schlagwortkatalog) – Dewey Decimal Classification Project "DDC Deutsch" 8 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 9. Format: MAB – "Maschinelles Austauschformat für Bibliotheken" (Mashine-readable exchange format for libraries) – established in 1973 ("MAB1") – revised in 1994 ("MAB2") – Parts: Bibliographic, Authority, Holdings, Classification, Addresses – 1998 - 2004: process of internationalization (Unicode, Dublin Core, MAB english, FRBR, XML) 9 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 10. "Changing for international formats and codes (MARC21, AACR2)" (2002 - 2004) – internationalization of library standards (cataloging rules and formats) – vivid discussions – feasibility study (strategic, technical, economical aspects), funded by DFG – decisions: introduction and uniform use of MARC 21 as the exchange format for all libraries in Germany and Austria active cooperation in the development of new rules 10 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 11. Changeover to MARC 21 (2005 - 2009) – Standard compliance – Interoperability – Abandon historic burdens – Existing rules, models, data, functionalities – Language of cataloging: German – MARC 21 as a communications format, not as a cataloging format – MAB "stabilized" 11 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 12. Changeover to MARC 21 (2005 - 2009) Part 1: Preparations – Training – Multipart monographs – Linking techniques – Mapping MAB to MARC 21 – DDC – MARBI – Local Elements – Translation – Coded character sets 12 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 13. Decisions – Series data in MARC Bibliographic records – Multipart monographs in one record per volume – No ISBD punctuation, if it is redundant to MARC 21 field or subfield coding; if needed: at the beginning of a subfield, or inside a subfield – Non-sorting control character technique 13 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 14. Changeover to MARC 21 (2005 - 2009) Part 2: Production – Re-programming all existing MAB interfaces and replacing them by their MARC 21 equivalents – Some minor changes in data and cataloging practice – Done / to be done in all institutions (networks, libraries) – Vendors – German National Library: from 2008 on, and retrospectively 14 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 15. The solution so far … 15 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 16. Changeover to MARC 21 (ongoing) Part 3: Marketing – "Errors" – Explanations – Discussions – Solutions 16 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 17. MARC 21, and the Future 17 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 18. Part of the Puzzle (1): FR-Family – FRBR – FRAD – FRSAD – FRBR Review Group – => "FRBR 2.0" 18 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 19. Part of the Puzzle (2): RDA – Rules, Toolkit – Elements, Registry – Semantic Web: Linked Data, URIs, RDF – Syntax ? – RDA/MARC Working Group 19 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 20. Part of the Puzzle (3): Authority Control – German Project "Gemeinsame Normdatei" (GND) – VIAF 20 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 21. Part of the Puzzle (4): MODS & MADS – MODS/MADS Editorial Committee 21 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 22. Part of the Puzzle (5): De-constructing MARC – Rules – Cataloging system – Elements – Order – Display – Punctuation – ISO 2709, or XML, or JSON – MARC-8, or Unicode 22 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 23. Part of the Puzzle (6): ISBD & ISBD Punctuation – MARC Leader/18 "c" – PCC ISBD and MARC Task Force 23 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 24. Part of the Puzzle (7): Communications Format 24 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 25. Time to move on … 25 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 26. Community & Partnerships 26 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)
  • 27. Thank you! Questions? r.heuvelmann@dnb.de 27 Reinhold Heuvelmann, German National Library | Moving to MARC 21 - Moving Ahead | May 10, 2011, OCLC, Dublin (OH)