Cataloging Training in China: a New Yorker in Beijing Peking University Library, Beijing Nov' 2730,

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Cataloging Training in China a New Yorker in
BeijingPeking University Library, BeijingNov.
27-30, 2005

• Charlene Chou
• Nov. 28, 2006
• 555 Lerner

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How the story began

• Last May, visited CALIS center and gave
  presentations at PKU and TsingHua Univ., through
  HKCAN recommendation
• Received New Direction/Library III Award
• Invited to join an informal seminar with several
  serials catalogers and managers of university
  libraries in Beijing
• After this seminar, was recruited as member of
  CALIS Expert Committee in charge of serials
  cataloging for western languages and giving
  training sessions for CALIS members

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Training goals

• Reality some member libraries do not know and
  follow the rules
• Short-term the training can improve the quality
  of records
• Long-term not ready for CONSER yet but the
  training can bring awareness or planning for
  future participation
• Specific goals
• How to apply rules to catalog serials
• Familiar with MARC tags for serials format
• Original cataloging workflow and maintenance
• Link cataloging rules with MARC tagging
• Updates with serials cataloging rules/e-resources

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Target audience

• Catalogers/managers of CALIS member libraries
• CALIS (China Academic Library Information
  System)
• like RLIN/OCLC in China
• hosted in Peking University Library
• 500 member libraries more than 96--university
  libraries

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Target audience

• CALIS Union Catalog
• Database was established in 1997
• Officially started in 2000
• 1st union catalog to support record uploading
• More than 1,600,000 bibliographic records and
  6,300,000 holdings records created
• 163 catalogers/TS managers were trained in this
  training

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Training program

• Day oneBasic workflow for original cataloging
  and record maintenance
• Day two/threeAdvanced and special topics
• Day fourElectronic serials and Q/A
• Total twelve sessions, with emphasis on print
  serials
• Using three SCCTP training materials SAR
  training manual

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Training Manual

• More than 450 powerpoint slides were created and
  used/translated exercises/answers of 12
  sessions
• Bilingual manual Chinese/English
• Translation team
• CUL Charlene three CU graduate students from
  mainland China
• CALIS PKU library three librarians/managers

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Training manual bilingual example

• ????????? ???????? (What are continuing
  resources? Integrating resources?)
• ????????????? (What is now included in the
  revised chapter 12?
• ????????????? (What is the revised definition
  of a serial?)
• ??????????????? (What are the more difficult
  types of serials to catalog?)

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Challenges

• Language/culture barriers
• Need accurate translation of library jargon used
  in China
• Simplified scripts of Chinese
• Cultural/political subtlety, e.g. National
  library
• Hard to translate certain new terms, e.g.
  aggregator neutral record
• Diverse needs of trainees
• Unwilling to have needs survey beforehand
• Some very experienced but some not

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Challenges

• Big group hard to have any group discussion or
  discussion in depth trainer still asked
  questions and made training more interactive
• I was the only trainer for almost four days, and
  had no training partner or assistant
• Most trainees preferred to ask individual
  questions during breaks, so some questions were
  repeated and the trainer hardly had any break ?

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Feedback

• Clear and organized contents to understand
  cataloging rules
• Interactive training
• Add a session of MARC tags next time
• Keep in touch via emails ongoing emails of
  cataloging questions
• Future training session will be planned

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Whats unforgettable

• Certain trainees hunger for learning
• Good questions
• CALIS union catalog team expertise and
  efficiency
• Hospitalityyummy meals
• Friendship

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Visions

• China
• 1ST CALIS training program in serials cataloging
  for western languages
• Needs to meet standards for international
  resource sharing
• CUL
• Expand language coverage to CJK
• PKU University Librarian expressed interest in
  more collaboration with CUL

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Visions

• OCLC
• CALIS is converting records from CNMARC to MARC21
  and plans to share records with OCLC in future
• Challenges of record conversion
• Equivalent MARC fields
• Difference in cataloging rules, e.g. main entry
• Unicode only MARC21 defined characters are
  valid. For example, for CJK-only characters,
  those that can be converted to East Asian
  Character Code (EACC) characters are valid.

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Visions

• CONSER
• Expand language coverage in CONSER database
• Consistently has Spanish version of SCCTP
  training manuals, but not for other languages,
  e.g. Chinese
• Training in Russia, Korea, etc.?
• Small-scale training held in Taiwan or Hong Kong
  before but not such a large-scale training in
  China yet

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PCC

• PCC Strategic Directions for 20062010 three out
  of five statements related to globalization or
  training
• Be a forward thinking, influential leader in the
  global metadata community
• Pursue globalization
• Lead in the education and training of catalogers

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Thanks

• To all of you, e.g. SPS and Iris
• BCD support from Kate and Bob
• CONSER Les CDS Bruce Johnson
• CALIS team leader Ms. Xie training
  coordinator Ms. Liu and PKU serials cataloger
  Ms. He
• My translation team at CU
• HKCAN Patrick Lo

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Anecdotes

• Can I have your autograph?
• You are like sunshine because youre from US???
• Asked personal questions your answers are like
  movie stars answers
• Diversity of questions
• What is AACR2? What is CONSER?
• Does CUL use SFX and link resolver?
• Can you give a brief introduction to CUL? Can
  you share CUL online documentation and SCARM?

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Photos

• Slide show

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