[DCRM-L] WorldCat Matching Release Notes, August 2020

Erin Blake erin.blake.folger at gmail.com
Tue Aug 25 11:36:09 MDT 2020


The "OCLC Member Merge" instructions for manual merging of Rare Book
Records that Bob Maxwell refers to can be found here:
https://help.oclc.org/WorldCat/Metadata_Quality/Member_Merge/Merging_duplicate_rare_books_records%3A_A_field-by-field_comparison


See  https://help.oclc.org/WorldCat/Metadata_Quality/Member_Merge  for
other formats, and note that guidelines for other DCRM formats, created in
collaboration with the RBMS Bibliographic Standards Committee, will be
coming soon.

Erin.

______________________
Erin Blake, Ph.D.  |  Senior Cataloger  |  Folger Shakespeare Library  |
201 E. Capitol St. SE, Washington, DC, 20003  |  eblake at folger.edu  |
www.folger.edu
<https://protect-us.mimecast.com/s/-t5RCjRgpBtArRXC7R7_2?domain=urldefense.com>
  |  Pronouns: she/her/hers




On Tue, Aug 25, 2020 at 1:13 PM Robert Maxwell <robert_maxwell at byu.edu>
wrote:

> If  you are suggesting creating separate records for every copy of
> pre-1829 (or for that matter pre-1800 or even pre-1501) items, please do
> NOT do this. The same rule applies in OCLC to rare as to general materials:
> one record per manifestation (per language of cataloging). Rare materials
> are afforded some leeway in the definition of "manifestation"--we can
> create separate records for separate states, including separate printings,
> but NOT for separate copies, however unique (e.g. signed by Abraham
> Lincoln) our copy may be.
>
> Note, this announcement is simply an announcement that OCLC has revised
> its automated duplicate detection/merge program so that it won't touch
> anything with a publication date before 1830 (the previous date was 1800);
> it also won't touch anything coded with a rare materials cataloging code in
> 040, including post-1829 materials if so coded. Of related interest, this
> list has been following the progress of a group (of which I am a member)
> working out policies and procedures for manual merging of duplicate rare
> materials records in Connexion. The document for books is complete (but I
> can't find it posted on OCLC's policies pages yet); we're currently working
> on scores, maps, and graphic materials.
>
> Bob
>
> Robert L. Maxwell
> Ancient Languages and Special Collections Cataloger
> 6728 Harold B. Lee Library
> Brigham Young University
> Provo, UT 84602
> (801)422-5568
>
> "We should set an example for all the world, rather than confine ourselves
> to the course which has been heretofore pursued"--Eliza R. Snow, 1842.
>
> ------------------------------
> *From:* DCRM-L <dcrm-l-bounces at lib.byu.edu> on behalf of Bob Kosovsky <
> bobkosovsky at nypl.org>
> *Sent:* Tuesday, August 25, 2020 9:51 AM
> *To:* DCRM Users' Group <dcrm-l at lib.byu.edu>
> *Subject:* Re: [DCRM-L] WorldCat Matching Release Notes, August 2020
>
> Thank you very much Francis for posting this amplification of Jay Weitz's
> announcement.
>
> This has me wondering.  For those of us that want to bring out the
> uniqueness of our individual copies, should we approach all pre-1829 items
> as if we're back to RLIN, where each item gets its own record because of
> its distinctiveness?  (Presumably if we have an item that does not appear
> to be distinctive we can simply cluster it to a similar item.)  Or could we
> simply copy catalog and add $5 [library code] to our distinctive features?
> I'm sorry I can't recall someone's statement that *all publications *before
> a certain date should be considered unique (certainily 1501), but if not
> 1829, how much earlier?
>
> Of course it depends on the cataloger's perception of the uniqueness of a
> particular copy.  I realize this is *heavily *dependent on cataloger's
> judgement, but I'd like to get a sense of what people are thinking where
> they want to go with this.
>
>
> Bob Kosovsky, Ph.D. -- Librarian, Rare Books and Manuscripts,
> Music & Recorded Sound Division
> The New York Public Library for the Performing Arts - Dorothy and Lewis
> B. Cullman Center
>
> 40 Lincoln Center Plaza, New York, NY 10023
>
> www.nypl.org
>
>
> On Tue, Aug 25, 2020 at 10:54 AM Lapka, Francis <francis.lapka at yale.edu>
> wrote:
>
> Here’s an elaboration, at the link that Jay provides below:
> Rare Materials Exemption for DDR is Now Up to and Including 1829
>
> In close consultation with the Bibliographic Standards Committee (BSC) of
> the Rare Books and Manuscripts Section (RBMS) of the Association of College
> and Research Libraries (ACRL) division of the American Library Association
> (ALA), the demarcation date for the infrequent automated merging of
> duplicate records for older materials has been changed. DDR processing now
> exempts all bibliographic records with dates of production/publication up
> to and including 1829. Previously, the demarcation had been records with
> dates of production/publication earlier than 1800. For cartographic
> materials, DDR continues to exempt records with dates of publication
> earlier than 1901, as determined in consultation with ALA’s Map and
> Geospatial Information Round Table (MAGIRT) Cataloging and Classification
> Committee (CCC). Also still exempted from DDR processing are all records
> identified in field 040 subfield $e as being cataloged under any of the
> following MARC Description Convention Source Codes
> <https://www.loc.gov/standards/sourcelist/descriptive-conventions.html> for
> rare and/or archival materials: amim, amremm, appm, bdrb, cgcrb, cco, dacs,
> dcgpm, dcrb, dcrmb, dcrmc, dcrmg, dcrmm, dcrmmss, dcrms, dmbsb, enol, estc,
> gihc, iosr, ohcm, rad, rna, vd16, vd17.
>
> I’d like to thank Jay and OCLC for their responsiveness to input from our
> community.
>
>
>
> Best,
>
> Francis
>
>
>
>
>
>
>
> *From:* DCRM-L <dcrm-l-bounces at lib.byu.edu> *On Behalf Of *Weitz,Jay
> *Sent:* Thursday, August 20, 2020 4:57 PM
> *To:* DCRM Users' Group <dcrm-l at lib.byu.edu>
> *Subject:* [DCRM-L] WorldCat Matching Release Notes, August 2020
>
>
>
> Between March and July 2020, OCLC installed changes to WorldCat matching,
> including the following improvements and bug fixes:
>
>    - Duplicate Detection and Resolution (DDR) Matching:
>       - Rare Materials Exemption for DDR is Now Up to and Including 1829.
>       - Improved DDR Matching of Serials with Generic Titles.
>       - Improved DDR Matching for Place of Publication.
>       - Stricter DDR Matching of Serials When Associated Corporate Bodies
>       have Different Subordinate Units.
>    - Data Sync/Fingerprint Matching
>       - Improved Fingerprint Comparison for Place of Publication.
>       - Stricter Fingerprint Matching of Serials When Associated
>       Corporate Bodies have Different Subordinate Units.
>    - Bug Fixes
>       - Fix to the Creation of Fingerprints for Cross-Reference Records.
>
> These improvements have been prompted primarily by feedback from and
> consultation with members of the OCLC cooperative and were accomplished by
> the discussion, investigation, and testing work of the matching team at
> OCLC.
>
>
>
> See the *WorldCat Matching Release Notes, August 2020
> <https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fhelp.oclc.org%2FMetadata_Services%2FWorldShare_Record_Manager%2FWorldCat_Matching_release_notes_and_known_issues%2F2020_Release_notes%2F095WorldCat_Matching_release_notes_August_2020&data=02%7C01%7Cfrancis.lapka%40yale.edu%7C891a87b33bcb4c2ca8c008d8454baa6b%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C637335538590107416&sdata=FeT0SCsLgxwvq91oYwL9T9l7hdvzmaGjGMH4pYzCsAQ%3D&reserved=0>*
> for more details.
>
>
>
> Please forgive any duplication of this message.
>
>
>
> jay
>
> --
>
> Jay Weitz
>
> *OCLC* · Senior Consulting Database Specialist, WorldCat Metadata
> Quality, Global Product Management
>
> 6565 Kilgour Place, Dublin, Ohio USA 43017
>
> *T* +1-614-764-6156 *· T* +1-800-848-5878 x6156 *· F* +1-614-718-7195
>
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