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<div style="font-family: Calibri, sans-serif; "><span style="font-size: 14px; "> </span> Dear DCRM-L -- </div>
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<p class="MsoNormal" style="margin-left:.5in"><font size="3">On behalf of my colleagues on OCLC's Metadata Quality Team, I'm writing to pose two questions: 1) whether the pre-1801 cutoff for excluding records from de-duplication should be changed to an earlier
date, and 2) whether additional cataloging code symbols should be added to the 040 $e exception. </font></p>
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<p class="MsoNormal" style="margin-left:.5in">We're considering changes to the automated Duplicate Detection and Resolution (DDR) software and are seeking community opinion before taking action. The contemplated changes are
<b>intended to expand and strengthen the safeguards we already apply to bibliographic records for unique, rare, and/or archival materials</b>. As members of the rare and/or archival cataloging community, you are in an excellent position to provide informed
advice on these issues.</p>
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<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-left:.5in">First, some background. OCLC first developed the capability to merge bibliographic records manually in 1983. During the late 1980s and early 1990s, we developed automated DDR software, which dealt with Books records
only. From 2005 through 2009, OCLC developed a completely new version of DDR that worked with all bibliographic formats. From the very beginning of automated DDR back in 1991,
<b>records for resources with dates of publication/production earlier than 1801 have been set aside and not processed</b>. More recently, in consultation with the American Library Association (ALA) Map and Geospatial Information Round Table (MAGIRT) Cataloging
and Classification Committee (CCC), we have further <b>exempted records for cartographic materials with dates of publication earlier than 1901</b>.
<b>In addition, </b>we exempt from DDR processing all records for resources that can be identified as<b> photographs (Material Types “pht” for photograph and/or “pic” for picture)</b>.</p>
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<p class="MsoNormal" style="margin-left:.5in">Following discussions with representatives of the rare materials community several years ago,
<b>we also exempted from DDR processing all records that are coded in field 040 subfield $e under description conventions for rare materials codes "bdrb", "dcrb", "dcrmb”, or “dcrms</b>.” Please note that these DDR exemptions are
<i>not</i> intended to apply to electronic, microform, or other reproductions, only to the original resources.</p>
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<p class="MsoNormal" style="margin-left:.5in">The current DDR software is incredibly complicated and continues to be fine-tuned on a regular basis. Although this is an oversimplification of a complex process, there are now at least two dozen different points
of comparison taken into consideration. Many of these comparison points draw data from multiple parts of a bibliographic record and involve manipulation of data in ways designed to distinguish both variations that should be equated and distinctions that must
be recognized.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-left:.5in">As part of our ongoing efforts to improve DDR’s accuracy, we are reaching out again to members of the rare materials and archival resources communities, in particular, for feedback on the following questions:</p>
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<li><span style="text-indent: -0.5in; ">Within the context of the materials cataloged by your community, are there dates other than pre-1801 for most resources and pre-1901 for cartographic materials that would make more sense as an exemption cutoff?</span></li><li><span style="text-indent: -0.5in; ">The current list of Description Convention Source Codes, found at
</span><a href="http://www.loc.gov/standards/sourcelist/descriptive-conventions.html" style="text-indent: -0.5in; ">http://www.loc.gov/standards/sourcelist/descriptive-conventions.html</a><span style="text-indent: -0.5in; ">, has grown much more extensive in
recent years. Aside from the four codes already exempted ("bdrb", "dcrb", "dcrmb”, “dcrms”), are there others that it would make sense to consider exempting? Note that </span>Description Convention Source Codes “appm”, “dacs”, “gihc”, and “dcrmg” have already
been suggested for adding to the exemption list.
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<li><span style="text-indent: -0.25in; ">Are there other well-accepted rare and/or archival materials descriptive standards that don’t currently have their own code, and so are absent from the MARC Code List? If so, would the relevant community be willing to
request codes from LC?</span></li><li><span style="text-indent: -0.25in; ">How faithfully do members of the relevant community actually code such records in field 040 subfield $e?</span></li></ol>
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Please reply either to the list or to me directly. We greatly appreciate your input.</div>
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<div>Many thanks— Jackie</div>
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<p class="MsoNormal"><font face="Calibri" size="3"><span style="color: rgb(51, 63, 72); ">-</span><o:p></o:p></font></p>
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<p class="MsoNormal"><font face="Calibri" size="3"><span style="color: rgb(51, 63, 72); ">Jackie Dooley</span><o:p></o:p></font></p>
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<p class="MsoNormal"><font face="Calibri" size="3"><span style="color: rgb(51, 63, 72); ">Program Officer, OCLC Research</span><o:p></o:p></font></p>
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<p class="MsoNormal"><span style="color: rgb(51, 63, 72); "><font face="Calibri" size="3">647 Camino de los Mares, Suite 108-240</font></span></p>
<p class="MsoNormal"><font face="Calibri" size="3"><span style="color: rgb(51, 63, 72); ">San Clemente, CA 92673</span><o:p></o:p></font></p>
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<td valign="bottom" style="padding: 3pt 0in 0in; "><font face="Calibri">office/home 949-492-5060<br>
mobile 949-295-1529<br>
dooleyj@oclc.org</font></td>
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<p class="MsoNormal"><font face="Calibri" size="3"><a href="http://www.oclc.org/home.en.html?cmpid=emailsig_logo"><span style="color: blue; text-decoration: none; "><img border="0" width="118" height="42" id="_x0000_i1025" src="http://www.oclc.org/content/dam/ext-ref/emailsignature/oclc-logo-emailsignature.png" alt="OCLC"></span></a><o:p></o:p></font></p>
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<p class="MsoNormal"><font face="Calibri" size="3"><span style="color: rgb(33, 120, 181); "><a href="http://www.oclc.org/home.en.html?cmpid=emailsig_link"><span style="color: rgb(33, 120, 181); text-decoration: none; ">OCLC.org</span></a>/research</span><o:p></o:p></font></p>
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