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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>It looks like only 655s with |2 lcgft will be affected. -Ryan<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>--<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Ryan Hildebrand<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Book Cataloging Dept. Head<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Carl and Lily Pforzheimer Foundation Curator<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Harry Ransom Center<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>University of Texas at Austin<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>P.O. Box 7219<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Austin, TX 78713-7219<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>512-232-1681<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;color:#1F497D'><a href="http://www.hrc.utexas.edu/"><span style='color:blue'>www.hrc.utexas.edu</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> dcrm-l-bounces@lib.byu.edu [mailto:dcrm-l-bounces@lib.byu.edu] <b>On Behalf Of </b>Deborah J. Leslie<br><b>Sent:</b> Wednesday, December 14, 2011 1:16 PM<br><b>To:</b> 'DCRM Revision Group List'<br><b>Subject:</b> [DCRM-L] FW: Controlling More Headings in WorldCat<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Georgia","serif";color:#993366'>Coming down the pike. If I understand correctly, OCLC is developing software to do additional authority control in batch mode (that is, not as part of the cataloging process, but later). 8xx and 655 fields will be now be controlled through that process, in addition to other fields that are currently controlled by Connexion. I don't know if they will try to control subdivisions in 655's, but given the laissez-faire attitude of the rbms controlled vocabularies toward subdivision practice, I'd hate to have changes made through controlling that are perfectly legitimate under the particular thesaurus' principles for use.</span><span style='font-family:"Georgia","serif";color:#003300'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;color:#0070C0'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;color:#0070C0'>Deborah J. Leslie, M.A., M.L.S. | Head of Cataloging, Folger Shakespeare Library | 201 East Capitol St., S.E. | Washington, D.C. 20003<br><a href="mailto:djleslie@folger.edu"><span style='color:#0070C0'>djleslie@folger.edu</span></a></span><span style='color:#003300'> </span><span style='font-size:9.0pt;color:#0070C0'>| 202.675-0369 | <a href="http://www.folger.edu/"><span style='color:#0070C0'>http://www.folger.edu</span></a> </span><span style='color:#003300'> </span><span style='font-size:9.0pt;color:#0070C0'><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Georgia","serif";color:#003300'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Georgia","serif";color:#993366'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> Program for Cooperative Cataloging [mailto:PCCLIST@LISTSERV.LOC.GOV] <b>On Behalf Of </b>Whitacre,Cynthia<br><b>Sent:</b> Wednesday, 14 December 2011 11:41<br><b>To:</b> PCCLIST@LISTSERV.LOC.GOV<br><b>Subject:</b> [PCCLIST] Controlling More Headings in WorldCat<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>Forwarding on behalf of Glenn.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>In the research that led to the publication of <i>Online Catalogs: What End Users and Librarians Want </i>(</span><a href="http://www.oclc.org/us/en/reports/onlinecatalogs/default.htm"><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>http://www.oclc.org/us/en/reports/onlinecatalogs/default.htm</span></a><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>) library staff who use WorldCat ranked the need for increased accuracy in name and subject headings as a highly desired improvement. The report on WorldCat quality issued in September 2011 (</span><a href="http://www.oclc.org/us/en/reports/worldcatquality/default.htm"><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>http://www.oclc.org/us/en/reports/worldcatquality/default.htm</span></a><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>) identified a project to control more headings in WorldCat as a priority during OCLC’s fiscal year 2012. The following describes this new controlling effort which will provide benefit to all users of WorldCat, regardless of which interface they use.<o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Current controlling functionality in Connexion.</span></b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'> The controlling functionality currently available in the Connexion applications enables users to link authority records to headings in master WorldCat bibliographic records. Cataloger-initiated controlling functions facilitate automatic updating of headings in bibliographic records.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Connexion users initiate matching headings in bibliographic records to established authority records.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>The system normalizes the headings in bibliographic records, matches them with authority records, and inserts the linked heading in the bibliographic record.<o:p></o:p></span></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></b></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>New stand-alone controlling software.</span></b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'> OCLC is extending the Control All functionality by developing a stand-alone batch service that runs independently. The software evaluates all bibliographic records in WorldCat and controls headings as detailed below. <o:p></o:p></span></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></b></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Records evaluated for processing.</span></b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'> The software will evaluate the following bibliographic records in WorldCat for processing according to different time schedules: <o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Master bibliographic records newly added to WorldCat contributed either through online applications or through batchload will be evaluated daily.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Master bibliographic records changed and replaced in WorldCat will be evaluated on a pre-determined schedule.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Existing master bibliographic records in WorldCat will be evaluated on a to-be-determined schedule and as capacity allows. <o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>OCLC has begun processing records selected from among new and replaced records and will gradually increase the number of records processed each day over the next few weeks. We will announce when we begin processing existing records and will report periodically on progress.<o:p></o:p></span></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></b></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Criteria for record selection.</span></b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'> The software will select candidate bibliographic records for processing that contain the following:<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>An 040 field with no ‡b present and at least one of the following controllable fields:<o:p></o:p></span></p><ul style='margin-top:0in' type=disc><ul style='margin-top:0in' type=circle><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>100, 110, 111, 130 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>600, 610, 611, 630, 650, 651, second indicator 0 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>655, second indicator 7, ‡2 lcgft <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>700, 710, 711, 730 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>800, 810, 811, 830<o:p></o:p></span></li></ul></ul><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>An 040 field with ‡b present containing the value <b>eng</b> and at least one of the following controllable fields:<o:p></o:p></span></p><ul style='margin-top:0in' type=disc><ul style='margin-top:0in' type=circle><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>100, 110, 111, 130 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>600, 610, 611, 630, 650, 651, second indicator 0 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>655, second indicator 7, ‡2 lcgft <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>700, 710, 711, 730 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>800, 810, 811, 830<o:p></o:p></span></li></ul></ul><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>An 040 field with ‡b present but containing a value not equal to <b>eng</b> and at least one of the following controllable fields:<o:p></o:p></span></p><ul style='margin-top:0in' type=disc><ul style='margin-top:0in' type=circle><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>600, 610, 611, 630, 650, 651, second indicator 0 <o:p></o:p></span></li><li class=MsoNormal style='mso-list:l0 level2 lfo3'><span style='font-family:"Times New Roman","serif"'>655, second indicator 7, ‡2 lcgft <o:p></o:p></span></li></ul></ul><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>A partially or fully controlled heading.<o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>How the software works.</span></b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'> <o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>The software <b>will not</b>:<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Attempt to control unqualified personal names (personal name only that does not include ‡b, ‡c, ‡d, and/or ‡q).<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Control a heading to an undifferentiated authority record.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Cause automated tag flips of any type.<o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>The software <b>will</b>: <o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Automatically expand dates for candidate personal name headings.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Partially control series fields and automatically append ‡v.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Control linked non-Latin script headings for candidate personal name headings.<o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>The software <b>will also</b> make the following adjustments as needed:<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Apply any appropriate punctuation changes.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Attempt to control partially controlled headings.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Uncontrol descriptive heading fields (1XX, 7XX and 8XX) if the value in field 040 in the bibliographic record is not equal to <b>eng</b>.<o:p></o:p></span></p><p class=MsoPlainText style='margin-left:.5in;text-indent:-.25in;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>Delete a geographic subdivision from a subject heading if the heading can be completely controlled and no element of the heading can be subdivided geographically.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>The symbol “OCLCO” will be appended in ‡d of the 040 field in bibliographic records that are modified by the software.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>If a bibliographic record is locked, the software will skip it and reevaluate it when the lock has been removed.<o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoPlainText><b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>The new software supplements individual cataloging activity.</span></b><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'> As with the “Control All” headings function in Connexion, some circumstances prevent the software from controlling all headings in WorldCat records. The software cannot do the manual “Single Control” headings functions that catalogers can do in Connexion. The software cannot control non-qualified personal names, headings that have no exact match or that match only partially, headings that are mis-tagged, headings that contain typographical errors or other errors that require correction. <o:p></o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'><o:p> </o:p></span></p><p class=MsoPlainText><span style='font-size:11.0pt;font-family:"Times New Roman","serif"'>OCLC encourages catalogers working in WorldCat to continue using the control headings functions in Connexion when adding or upgrading records as you continue to share your cataloging expertise with the cooperative. <o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>Glenn E. Patton<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>Director, WorldCat Quality Management<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>OCLC<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>6565 Kilgour Place<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>Dublin OH 43017-3395<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>Phone: +1.800.828.5878, ext. 6371 or +1.614.764.6371<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>Fax: +1.614.718.7187<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman","serif"'>Email: pattong@oclc.org<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>