Kia ora Forwarding this message on from the PCC List, nā Catherine Catherine Amey Authority Record Coordinator Te Puna Mātauranga o Aotearoa National Library of New Zealand PO Box 1467, Wellington 6140, Aotearoa New Zealand Direct Dial: +64 4704485 | Extn: 3485 | www.dia.govt.nzhttp://www.dia.govt.nz/ (pronouns: she/her/hers) The National Library of New Zealand is part of the Te Tari Taiwhenua Department of Internal Affairs [cid:image008.jpg@01D357A2.44114FA0] From: Program for Cooperative Cataloging On Behalf Of Jennifer W. Baxmeyer Sent: Saturday, 5 October 2019 7:20 AM To: PCCLIST@LISTSERV.LOC.GOV Subject: Re: [PCCLIST] New policy regarding limited use of ISBD punctuation in bibliographic records Hi everyone, In April, Xiaoli Li sent out an email outlining a phased approach for implementing the policy regarding limited use of punctuation in PCC bibliographic records (see below). While the work for preparing for the implementation of Phase 2 is still ongoing, the PCC Policy Committee (PoCo) has completed its review of the pros and cons of omitting final punctuation in access point fields. Given that final punctuation is not part of authorized access points in authority records, PoCo has decided that omission of final punctuation in authorized access points in bibliographic records should be allowed as well. It was also decided that it would be better to implement this change along with Phase 2 to avoid the need for both participants and tool developers to deal with this matter twice. Beginning January 2, 2020, PCC libraries will have three options regarding the use of punctuation when newly authenticating bibliographic records: 1. Fully punctuate any field when descriptive cataloging form is recorded as "ISBD punctuation included" (leader/18=i) 2. Omit final punctuation when descriptive cataloging form is recorded as “ISBD punctuation included” (Leader/18=i) 3. Omit final punctuation and punctuation between subfields* when descriptive cataloging form is recorded as "ISBD punctuation omitted" (Leader/18=c) * Exception: For MARC fields in ranges 1xx, 240, 6xx, 7xx, and 8xx, only punctuation that separates access points from relationship designators can be omitted. The punctuation within access points should not be omitted. Special note: when updating an existing PCC record, catalogers should follow the punctuation pattern already established in that record. Options b or c are optional, not mandatory. However, I would like to reiterate the benefits of implementing options b or c: creating records with limited punctuation is expected to save time for catalogers, simplify training of new catalogers, make it easier to map data to and from other formats, and allow for an easier transition to linked data or vice versa (e.g., mapping BIBFRAME to MARC). The draft version of these guidelines (that may be subject to change) are now available on the PCC website: http://www.loc.gov/aba/pcc/documents/PCC-Guidelines-Minimally-Punctuated-MAR.... The final version will be posted on December 15, 2019, in preparation for the implementation date of January 2, 2020. In the next few months, we will: 1. Post guidelines and training materials and specifications for automatically removing or adding punctuation as they become available; 2. Request that LC Network Development and MARC Standards Office and bibliographic utilities revise MARC 21 documentation to include examples with limited punctuation; 3. Work with bibliographic utilities and other interested parties to develop tools to automate the process of removal or reinsertion of punctuation. (OCLC macros for adding or deleting punctuation in Connexion will be ready before January 2, 2020.); 4. Encourage vendors, bibliographic utilities, etc., to explore functionality to index and display records with limited punctuation as defined by the PCC; 5. Encourage vendors, bibliographic utilities, etc., to explore functionality to allow their users to easily add or remove punctuation as needed. As stated above, this policy intends to cover the use of punctuation when newly authenticating bibliographic records. It may be extended in the future to facilitate the work of catalogers or batch processes dealing with legacy PCC records. Please let me know if you have any questions (bax@princeton.edumailto:bax@princeton.edu). Sincerely, Jennifer Baxmeyer PCC Chair -- Interim Assistant University Librarian for Metadata Services Princeton University Library 693 Alexander Road Princeton NJ 08540 609.258.3631 bax@princeton.edumailto:bax@princeton.edu http://orcid.org/0000-0002-8074-5322 @JenBaxmeyer (pronouns: she/her/hers) From: Program for Cooperative Cataloging [mailto:PCCLIST@LISTSERV.LOC.GOV] On Behalf Of Xiaoli Li Sent: Tuesday, April 02, 2019 12:00 PM To: PCCLIST@LISTSERV.LOC.GOVmailto:PCCLIST@LISTSERV.LOC.GOV Subject: [PCCLIST] New policy regarding limited use of ISBD punctuation in bibliographic records PCC colleagues, Last December, I announced the new policy regarding limited use of ISBD punctuation in bibliographic records. Since then, we have been working on the implementation plan. The complexity of implementing all three options outlined in that email (dated 12/12/2018 and included below) at the same time presents more challenges than we anticipated. In addition, there are issues pertinent to access point fields that require more discussion. We believe we should move forward but need to do so in a way that is manageable and will allow us to achieve some consistency. After considering all the possibilities, we have revised the policy which to address punctuation in descriptive fields only. The revised policy will be implemented in phases: Phase 1: Beginning April 8, 2019, PCC libraries will have two options regarding inclusion of terminal periods when newly authenticating bibliographic records: a. Continue current practice (fully punctuated); code Leader/18=i b. Omit terminal period in any descriptive field*; code Leader/18=i *Exception: terminal periods integral to the data (e.g., recorded as part of abbreviations, initials, etc.) should not be omitted. Special Note: when updating an existing PCC record, catalogers should follow the punctuation pattern already established in that record. The guidelines for Phase 1 and a spreadsheet containing all MARC fields that are affected by the new policy are attached to this email. Both documents have also been posted on the PCC website: * Guidelines: http://www.loc.gov/aba/pcc/documents/guidelines-terminal-periods.pdf * Spreadsheet: http://www.loc.gov/aba/pcc/documents/final_punctuation_all_MARC_field.xlsx Phase 2: [Implementation date to be determined.] PCC libraries may begin to omit ISBD punctuation between subfields and terminal period of any descriptive field as long as Leader/18 is coded as “c”. The implementation date for Phase 2 will depend on the following: a. Completion of style guidelines containing instructions and examples b. Completion of specifications for and availability of tools for automatically removing or adding punctuation (e.g., macros for OCLC Connexion Client, etc.) Following these two phases, the Policy Committee will review the pros and cons of omitting final punctuation in access point fields. The work on the limited use of the ISBD punctuation in PCC records began in March 2011. It took many groups’ work to get us to where we are now. I want to take this opportunity to express my sincere appreciation to anyone who has helped to make this happen. Please let me know if you have any questions. Xiaoli Li PCC Chair Head of Content Support Services UC Davis Library (530) 752-6735 ________________________________ From: Program for Cooperative Cataloging mailto:PCCLIST@LISTSERV.LOC.GOV> on behalf of Xiaoli Li mailto:xlli@UCDAVIS.EDU> Sent: Wednesday, December 12, 2018 12:16 PM To: PCCLIST@LISTSERV.LOC.GOVmailto:PCCLIST@LISTSERV.LOC.GOV Subject: [PCCLIST] New policy regarding limited use of ISBD punctuation in bibliographic records PCC colleagues, At its recent meetinghttps://www.loc.gov/aba/pcc/documents/PoCo-2018/PoCo-Agenda-2018.pdf, the PCC Policy Committee reaffirmed its decision to allow bibliographic records with limited ISBD punctuation to be treated as full-level PCC copy. This decision comes after reviewing feedback from test participants who evaluated three test sets of records provided by Library of Congress, the National Library of Medicine, and OCLC. For more information about the test, please read the message below or click herehttp://www.loc.gov/aba/pcc/documents/test-records-punctuation.html. Beginning in spring 2019, PCC libraries will have three options to handle ISBD punctuation when authenticating new records: 1. Continue current practice 2. Omit terminal period in any field*; code Leader/18 (Descriptive cataloging form) “i” 3. Omit ISBD punctuation between subfields of descriptive fields and omit terminal period in any field*; code Leader/18 (Descriptive cataloging form) “c” * Exception: Terminal periods integral to the data (e.g., recorded as part of abbreviations, initials, etc.) should not be omitted. Options 2 and 3 are optional, not mandatory. However, creating records with limited punctuation is expected to save time for catalogers, simplify training of new catalogers, make it easier to map data to and from other formats, and allow for an easier transition to linked data or vice versa (e.g., mapping BIBFRAME to MARC). To facilitate the implementation, PCC will: 1. Develop and maintain style guidelines for records with limited punctuation; 2. Provide adequate training resources for catalogers and revise PCC documentation to update policies and include examples with limited punctuation; 3. Request that LC Network Development and MARC Standards Office and bibliographic utilities revise MARC 21 documentation to include examples with limited punctuation; 4. Work with bibliographic utilities and other interested parties to develop tools and specifications to automate the process of removal or reinsertion of punctuation; 5. Encourage vendors, bibliographic utilities, etc., to explore functionality to index and display records with limited punctuation as defined by the PCC; 6. Encourage vendors, bibliographic utilities, etc., to explore functionality to allow their users to easily add or remove punctuation as needed. The Policy Committee is in the process of developing a detailed implementation plan which will include the aforementioned style guidelines. I will share more information with you as it becomes available. In the meantime, if you have questions, suggestions, or comments, please feel free to contact me. Sincerely, Xiaoli Li PCC Chair Head of Content Support Services UC Davis Library (530) 752-6735 ________________________________ From: Program for Cooperative Cataloging mailto:PCCLIST@LISTSERV.LOC.GOV> on behalf of Lori Robare mailto:lrobare@UOREGON.EDU> Sent: Tuesday, February 6, 2018 3:08 PM To: PCCLIST@LISTSERV.LOC.GOVmailto:PCCLIST@LISTSERV.LOC.GOV Subject: [PCCLIST] Testing use of limited ISBD punctuation in bibliographic records Hi all, Last spring it was announced that the PCC was moving forward to implement the recommendations of the PCC ISBD and MARC Task Group (Revised Final Report 2016https://www.loc.gov/aba/pcc/documents/isbdmarc2016.pdf). The timeline called for a period of testing and outreach, but there were some delays in getting that started. Now we are ready! Please see the attached announcement for details. The announcement is also available on the PCC websitehttp://www.loc.gov/aba/pcc/documents/test-records-punctuation.html. I would like to emphasize that the purpose of this test is to gather feedback about how bibliographic records with limited ISBD punctuation function in library systems and other applications, and to enable the PCC to make decisions about the feasibility of a policy change. This announcement will be shared widely so that libraries, vendors, and others who make use of MARC data are aware of the test. The test will run through July 1, 2018. The announcement includes links to a website with sets of test records and to a survey for providing feedback. Lori Robare PCC Chair University of Oregon Libraries lrobare@uoregon.edumailto:lrobare@uoregon.edu