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<p class="MsoNormal">On Thursday, April 16, 2020, OCLC successfully installed changes to WorldCat Validation, including the following new features and enhancements:<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.5in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">               
</span></span></span><![endif]>OCLC-MARC Bibliographic Encoding Levels.<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.5in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">               
</span></span></span><![endif]>OCLC-MARC Holdings Captions and Pattern Fields 853, 854, and 855, and Enumeration and Chronology Fields 863, 864, and 865.<o:p></o:p></p>
<p class="MsoNormal">The following bug fix was also included:<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.5in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">               
</span></span></span><![endif]>Correction of Validation Rules for LCGFT Authority Records.<o:p></o:p></p>
<p class="MsoNormal">These enhancements and fixes are the result of feedback and requests from members of the OCLC cooperative.<o:p></o:p></p>
<p class="MsoNormal">See the <i>WorldCat Validation Release Notes</i> for April 2020 at
<a href="https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/WorldCat_validation_release_notes_and_known_issues">
oc.lc/validation-release-notes</a> for more details of the changes that were installed on Thursday, April 16, 2020.<o:p></o:p></p>
<p class="MsoNormal"><b>Background on the Changes to OCLC-MARC Bibliographic Encoding Levels<o:p></o:p></b></p>
<p class="MsoNormal">In 2018, OCLC Metadata Quality staff began discussing the possibility of allowing all libraries to use standard numeric MARC 21 Encoding Level (Leader/17) values for bibliographic records and eliminating the OCLC-MARC encoding levels. 
 OCLC initially implemented alphabetic encoding levels in the very early days of MARC when only the Library of Congress was allowed to use the numeric values.  That restriction has long since changed, and OCLC is working toward aligning OCLC-MARC with MARC
 21.   <o:p></o:p></p>
<p class="MsoNormal">OCLC conducted focus groups in December 2018 regarding encoding levels.  All librarians we spoke with reacted favorably, with the expressed desire that OCLC provide training and documentation as we implement this change.  OCLC has now started
 down this path with the recently announced validation installation.  The <i>WorldCat Validation release notes, April 2020</i> (<a href="https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/WorldCat_Validation_release_notes_and_known_issues/2020_Release_notes/090WorldCat_Validation_release_notes_April_2020">https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/WorldCat_Validation_release_notes_and_known_issues/2020_Release_notes/090WorldCat_Validation_release_notes_April_2020</a>)
 detail the changes.  <o:p></o:p></p>
<p class="MsoNormal">We are now implementing a first step to align OCLC-MARC encoding levels with MARC 21 encoding levels.  All cataloging users working online in Connexion and Record Manager may now use most MARC 21 encoding levels and most OCLC encoding levels
 when adding or upgrading records.  Records with encoding level values blank, 1, 2, 3, 4, 5, 7, 8, I, or K may be entered when creating a new record. When modifying an encoding level, all cataloging “full” level users may change or upgrade as follows:<o:p></o:p></p>
<ul type="disc">
<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;line-height:normal;mso-list:l0 level1 lfo5">
blank, 1, 2, 3, 4, 5, 7, I, K may be changed to blank, 1, 2, 3, 4, 5, 7, I, K (excludes levels 8, J, and M)<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;line-height:normal;mso-list:l0 level1 lfo5">
8 may be changed to blank, 1, 2, 3, 4, 5, 7, 8, I, K in a user owned record, where field 040 (Cataloging Source) subfield $c (Transcribing Agency) is your own OCLC symbol<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;line-height:normal;mso-list:l0 level1 lfo5">
8 from any other source cannot be changed (same as current restrictions)<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;line-height:normal;mso-list:l0 level1 lfo5">
J may be changed to blank, 1, 2, 3, 4, 5, 7, I, J, K (i.e., J cannot be changed to 8 or M)<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;line-height:normal;mso-list:l0 level1 lfo5">
M may be changed to blank, 1, 2, 3, 4, 5, 7, I, K, M (i.e., M cannot be changed to 8 or J)<o:p></o:p></li></ul>
<p class="MsoNormal">What may be edited on PCC or BIBCO records (042 contains pcc) has not changed.  See
<i>Bibliographic Formats and Standards</i> (BFAS) “Enriching PCC Records” in <a href="https://www.oclc.org/bibformats/en/quality.html#membercapabilities">
Chapter 5.2</a>.<o:p></o:p></p>
<p class="MsoNormal">For now, we have retained the OCLC alphabetic encoding levels.  They may still be used, though we do plan to eliminate them someday.  No timeline is in place for that.  When we do, we will provide plenty of notice.  We encourage libraries
 to begin using blank instead of I for full level cataloging and 7 instead of K for minimal level cataloging. 
<o:p></o:p></p>
<p class="MsoNormal">The documentation for Encoding Level (<a href="https://www.oclc.org/bibformats/en/fixedfield/elvl.html">ELvl</a>) in
<i>Bibliographic Formats and Standards</i> will be updated soon to reflect this change.  OCLC will announce on OCLC-CAT when the revisions to this page in BFAS have been made. 
<o:p></o:p></p>
<p class="MsoNormal">For more information, please join us for the June Virtual AskQC Office Hours when the topic will be
<i>Updates on OCLC Encoding Levels</i>.  Go to <a href="http://oc.lc/askqc">http://oc.lc/askqc</a> to register for one of the 2 sessions.    
<o:p></o:p></p>
<p class="MsoNormal">Please forgive any duplication of this message.<o:p></o:p></p>
<p class="MsoNormal">Stay well.<o:p></o:p></p>
<p class="MsoNormal">jay<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:0in;margin-bottom:.0001pt"><span style="font-size:9.0pt;line-height:105%;font-family:"Arial",sans-serif;color:#333F48">--</span><span style="font-family:"-webkit-standard",serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;margin-bottom:.0001pt"><span style="font-family:"Arial",sans-serif;color:#333F48">Jay Weitz</span><span style="font-family:"-webkit-standard",serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;margin-bottom:.0001pt"><b><span style="font-size:9.0pt;line-height:105%;font-family:"Arial",sans-serif;color:#333F48">OCLC</span></b><span style="font-size:9.0pt;line-height:105%;font-family:"Arial",sans-serif;color:#333F48">
 · Senior Consulting Database Specialist, WorldCat Metadata Quality, Global Product Management</span><span style="font-family:"-webkit-standard",serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;margin-bottom:.0001pt"><span style="font-size:9.0pt;line-height:105%;font-family:"Arial",sans-serif;color:#333F48">6565 Kilgour Place, Dublin, Ohio USA 43017</span><span style="font-family:"-webkit-standard",serif"><o:p></o:p></span></p>
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