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MAC: ALA Midwinter Report 2020

ALA Midwinter Meeting 2020, Philadelphia Report by Karen Peters (Library of Congress), Chair, Encoding Standards Subcommittee MARC Advisory Committee Meetings (January 25 and 26) Agenda: http://www.loc.gov/marc/mac/mw2020_age.html Over the course of two meetings, the MARC Advisory Committee (MAC) considered two proposals and seven discussion papers. Two of the discussion papers deal with changes in MARC that will be needed to accommodate new RDA elements introduced as part of the RDA Toolkit Restructure and Redesign Project (“beta RDA”), while one of the proposals and several of the discussion papers have their genesis in issues related to the development of BIBFRAME and the process of converting or migrating data between BIBFRAME and MARC. Both proposals passed unanimously; the future of the discussion papers is unknown at present. Prior to consideration of the 9 papers, brief mention was made of two fast-track proposals approved by the MARC Steering Group after the ALA Annual 2019

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Encoding Standards Annual Report: 2019

Annual Report, July 1, 2018-June 30, 2019 Submitted by: Karen A. Peters, Chair Group Name: Encoding Standards Subcommittee Special Offices: ALA MARC Advisory Committee (MAC) Liaison, ALA Metadata Interest Group (MIG) Liaison, ALA Metadata Standards Committee (MSC) Liaison Group Members James Soe Nyun (Chair, 2015-2019) Karen Peters (2019; Chair, 2019-2023) Anne Adams (2019) Jim Alberts (2023) Margaret Corby (2020) Ethan D’Ver (2023) Matt Ertz (2021) Chelsea Hoover (2022) Rahni Kennedy (2023) Nancy Lorimer (2020) Casey Mullin (2023) Thom Pease (2019) Felicia Piscitelli (2021) Tomoko Shibuya (2022) Amy Strickland (2022) Kimmy Szeto (2019) Hermine Vermeij (2019) Damian Iseminger (LC Representative) Jay N. Weitz (OCLC Representative) Previous Goals Transition to a new Chair for ESS in February 2019, and work to keep activities moving smoothly during the move. The new Chair took over ESS in February 2019, and ESS activity has continued without interruption. Look for opportunities for ESS to be involved

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Encoding Standards: ALA Annual Report 2019

ALA Annual Conference 2019, Washington, D.C. Report by Karen Peters (Library of Congress), Chair, Encoding Standards Subcommittee MARC Advisory Committee Meetings (June 22 and 23) Over the course of two meetings, the MARC Advisory Committee (MAC) considered three Proposals–all derived from Discussion Papers presented at the Midwinter Meeting last January–and two Discussion Papers. All three of the Proposals passed. The first Discussion Paper will be fast-tracked, while the second will be coming back as a Proposal at the Midwinter Meeting next January. Besides these five items, there was an issue involving one of Proposals approved at the last Midwinter Meeting to be dealt with. MARC Proposal No. 2019-01​: ​Designating Open Access and License Information for Remote Online Resources in the MARC 21 Formats. While MAC approved this Proposal at its 2019 Midwinter Meeting, the Proposal was not fully implemented due to issues involving the 856 (Electronic Location and Access) field.

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Encoding Standards Subcommittee: MLA Report 2019

Summary of the Encoding Standards Subcommittee Meeting MUSIC LIBRARY ASSOCIATION, St. Louis, Missouri, February 21-23, 2019 MUSIC LIBRARY ASSOCIATION CATALOGING AND METADATA COMMITTEE Encoding Standards Subcommittee Minutes of the Business Meeting held Thursday, February 21, 2018, 3:30-4:45 p.m. New York Central/Illinois Central Rooms, Union Station Hilton, St. Louis, MO Submitted March 17, 2019 by Felicia Piscitelli ESS Membership as of MLA 2019: James Soe Nyun (Chair, appointed 2015), Anne Adams (2015),Margaret Corby (2018), Matthew Ertz (2017), Chelsea Hoover (2018), Nancy Lorimer (2016), Thom Pease(2015), Karen Peters (2015), Felicia Piscitelli (2017), Tomoko Shibuya (2018), Amy Strickland (2018),Kimmy Szeto (2018), Hermine Vermeij (2015), Damian Iseminger (LC Representative), Jay Weitz (OCLCRepresentative) 1) Welcome and introductions: The Chair welcomed the Subcommittee members and observers, and Subcommittee members introduced themselves. 2) Adjustments to agenda: None 3) ESS Chair’s report (Soe Nyun) a. ALA Liaison Reports Annual 2018 (Chicago) Midwinter 2019 (Seattle) b. Thanks to outgoing

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MAC: ALA Midwinter Report 2019

ALA Midwinter, January 25-28, 2019 Midwinter Liaison Report, and Notes on some meetings of interest for Encoding Standards Submitted by Jim Soe Nyun, Chair, Encoding Standards Subcommittee MARC Advisory Committee, Liaison Report Session 1, January 26, 2019, 8:30-10:30 a.m. Session 2, January 27, 2019, 2:30-5:00 p.m. Meeting agenda with links to papers: http://www.loc.gov/marc/mac/mw2019_age.html (Summaries in proposal/paper number order, not necessarily in the order in which they were discussed.) Proposal No. 2019-01: Designating Open Access and License Information for Remote Online Resources in the MARC 21 Formats ACTION: Generally considered an important set of changes. Passed with amendments: 506 $g definition change: Date for the end of an embargo, when the resource becomes freely available. 540 $g definition change: Date for the end of an embargo. W[w]hen the resource changes its use and reproduction rights. 856 $7 that it be made Not Repeatable, and that it be defined to refer only

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Encoding Standards: ALA Annual Report 2018

Notes on Meetings at ALA Annual, New Orleans, 2018 with a Focus on MARC and Other Encoding Standards, and Linked Data (Plus a Couple Other Meetings of More General Interest) Submitted July 12, 2018, by Jim Soe Nyun, Chair, Encoding Standards Subcommittee MARC Advisory Committee I Session 1: 6/23/18 Sessions 2-3: 6/24/18 Meeting agenda with links to papers: ​https://www.loc.gov/marc/mac/2018/2018-02.html Announcements of latest fast-track changes: Added $4 to 730 $r redefined in Field 382 (MLA request) Proposal No. 2018-02: Subfield Coding in Field 041 for Accessibility in the MARC 21 Bibliographic Format Amended to clarify wording of new subfields $p and $r, passed unanimously Proposal No. 2018-03: Defining New Fields to Record Accessibility Content in the MARC 21 BibliographicFormat Amended to drop $0 and $1 as there was not a direct use case that people could see; added $8 to both fields; revised wording of the field’s scope and for indicator

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Encoding Standards Annual Report: 2018

Encoding Standards Subcommittee (ESS) Annual Report, July 1, 2017-June 30, 2018 Submitted by James Soe Nyun Members (Current appointments) James Soe Nyun (Chair, appointed 2015), Anne D. Adams (2015), Margaret Corby (2016), Matt Ertz (2017), Chelsea Hoover (2018), Nancy Lorimer (2016), Thomas Pease (2015), Karen A. Peters (2015), Felicia Piscitelli (2017), Tomoko Shibuya (2018), Amy Strickland (2018), Kimmy Szeto (2016), Hermine Vermeij (2015); Damian Iseminger (LC Representative); Jay N. Weitz (OCLC Representative) We thank Catherine Busselen, Keith Knop and Mark V. Scharff who rotated off of Encoding Standards Subcommittee in January 2018, and Christopher D. Holden who moved to the position of LC Representative to the Content Standards Subcommittee. We welcome Chelsea Hoover, Tomoko Shibuya and Amy Strickland, who joined the Encoding Standards Subcommittee in February 2018. Report On Activities MARC Field 384, Key, Updated Developed a MARC Fast-Track proposal for the MARC Steering Committee that Field 384, Key, be

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MAC and CC:DA: ALA Midwinter Report 2018

Notes from ALA Midwinter Meetings on Meetings Impacting MARC and Other Encoding Standards Submitted by Jim Soe Nyun, Chair, Encoding Standards Subcommittee March 5, 2018 MARC Advisory Committee (MAC) Two sessions: Saturday, February 10 8:30 AM – 10:00 AM / Sunday, February 11 3:00 PM – 5:30 PM Formal agenda: https://www.loc.gov/marc/mac/mw2018_age.html Because of the governmental funding instability around the time of the conference very few staff from the Library of Congress attended ALA. Sally McCallum was the sole person from LC at this meeting. John Zagas, who handles much of preparatory work for the MAC meetings, was not able to attend. Proposal No. 2018-01: Coding 007 Field Positions for Digital Cartographic Materials in the MARC 21 Bibliographic and Holdings Formats (https://www.loc.gov/marc/mac/2018/2018-01.html) ACTION: MAC agreed with the need to provide ways to more clearly describe digital materials in the 007 field for cartographic materials. The techniques outlined in the proposal made

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Encoding Standards Subcommittee: MLA Report 2018

MUSIC LIBRARY ASSOCIATION CATALOGING AND METADATA COMMITTEE Encoding Standards Subcommittee Minutes of the Business Meeting held Thursday, February 1, 2018, 1:30-2:25 p.m. Broadway I/II/III, Hilton Portland Downtown, Portland, OR Submitted March 20, 2018 by Jim Soe Nyun 1) Welcome and introductions: The Chair welcomed the Subcommittee members and observers, and Subcommittee members introduced themselves. 2) Adjustments to agenda: None 3) ESS Chair’s report (Soe Nyun) (5-10 min.) a. ALA Liaison Reports (Annual 2017 on Google drive) i. Annual 2017 (Chicago): The Chair attended ALA Annual to represent MLA at the MARC Advisory Committee and Metadata Interest Group meetings, as well as to report on other meetings with implications for encoding standards and linked data. Time for the Subcommittee business meeting was reduced this year and in the interest of brevity the Chair mainly referred interested parties to access the detailed minutes on the web: https://drive.google.com/file/d/0BxViFaIR72G1YTVJMHpyTGRyQ00/view?usp=sharing  ii. Upcoming Midwinter 2018 (Denver):

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Encoding Standards Annual Report: 2017

Submitted by James Soe Nyun Members (Current appointments) James Soe Nyun (Chair, appointed 2015), Anne D. Adams (2015), Catherine Busselen (2014), Margaret Corby (2016), Matt Ertz (2017), Christopher D. Holden (2015), Keith Knop (2014), Nancy Lorimer (2016), Thomas Pease (2015), Karen A. Peters (2015), Felicia Piscitelli (2017), Mark V. Scharff (2014), Kimmy Szeto (2016), Hermine Vermeij (2015); Damian Iseminger (LC Representative, acting); Jay N. Weitz (OCLC Representative) We thank Matthew Wise and Karla Jurgenmeyer, who rotated off of Encoding Standards Subcommittee in February 2017, and Deborah J. Morris, who resigned in August, 2016. We welcome Matt Ertz and Felicia Piscitelli, who joined the Encoding Standards Subcommittee in March 2017. Report On Activities MARC 382 Documentation Update ESS with input from Vocabularies Subcommittee reviewed all examples in the MARC21 documentation for Field 382 in the Bibliographic and Authority format. Most examples were either deleted or update to reflect developments in the

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MAC and CC:DA: ALA Midwinter Report 2017

Notes from Some Meetings of Encoding-Standards Interest at ALA Midwinter 2017 Report prepared by Jim Soe Nyun, Chair, MLA Encoding Standards Subcommittee January 29, 2017 MARC Advisory Committee Saturday, January 21, 8:30-10:00 Sunday, January 22, 3:00-5:30 Proposal No. 2017-01: Redefining Subfield $4 to Encompass URIs for Relationships in the MARC 21 Authority and Bibliographic Formats NOTES: It was acknowledged that it would be complicating things to redefine $4 across the Bibliographic and Authority formats to both a) conflate “relator” and “relationship” codes and b) permit URIs to be entered in the subfield. Systems that currently display the subfield or act on the value would need to be modified. However, the authors of the paper made a persuasive case that it was essential to be able to record the URI for the relationship expressed in $4. It was pointed out that adjacency of the URI to its corresponding value—if present—didn’t really

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Encoding Standards: Summary of Decisions Made at the MARC Advisory Committee Meetings: ALA 2017

Summary of Decisions Made at the MARC Advisory Committee Meetings at ALA Annual, June 24-25. This summary also includes the MLA comments that were submitted to the MARC-L list in advance of the meeting. Proposal 2017-08: Use of Subfields $0 and $1 to Capture Uniform Resource Identifiers (URIs) in the MARC 21 Formats MLA comments: We support the proposal but would want it to specify in Proposed Changes that the new subfield $1 would be repeatable. MAC: Confirmed that the field should be repeatable. Discussion included whether fundamentally MARC was the best place for the RWO information, or at least whether an authority record was the best place for this information. Linked data workflows don’t necessary acknowledge “authority files” as the library world uses them. Mixed comments about the economics of supplying RWOs at all, system issues. In the end supported on the likelihood that $1 could see some use.

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Encoding Standards: ALA Annual Report 2017

Report of Meetings of Interest Pertaining to Encoding Standards at the Annual Meeting of the American Library Association, Chicago, 2017 Prepared by Jim Soe Nyun for the Music Library Association Cataloging and Metadata Committee OLAC Cataloging and Policy Committee Friday June 23 7:30-9:30 Introductions… Kelly McGraff reported that because of the 3R project RDA development is frozen. Pay attention to IFLA LRM. Meeting Monday with RSC to hear about lacunae. Cate Gerhart: Report on what MAC will be doing. Mentions ISO 3166 (UN list) has a countries list, some without official cred, and they have a disclaimer there. Mentioned proposal for accessibility metadata that was coauthored by OLAC and CCM (Canadian Committee of Metadata Exchange). Mentioned 007 proposal for maps, another attempt to tie up some remnants from format integration. Raised issue about why maps are different from the multi-007 situation for other materials. Janice Young report. Cleaned up 60Kish

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Encoding Standards Subcommittee: MLA Report 2017

MUSIC LIBRARY ASSOCIATION CATALOGING AND METADATA COMMITTEE Encoding Standards Subcommittee Business Meeting Thursday, February 23, 2017, 3:30-4:55pm Salon 5, Rosen Plaza Hotel, Orlando MINUTES Attendees: Jim Soe Nyun, Margaret Corby, Thom Pease, Matthew Wise, Karen Peters, Anne Adams, Hermine Vermeij, Keith Knop, Karla Jurgemeyer, Nancy Lorimer, Catherine Busselen, Mark Scharff, , Chris Holden, Kimmy Szeto, Jay Weitz (OCLC representative), Damian Iseminger (LC representative proxy) Absent: Morgan Cundiff and Steve Yusko (LC Representatives) 1) Meeting called to order at 3:33pm. 2) Welcome and introductions of the subcommittee members were made and an audience roster was sent around. 3) There were no adjustments to the agenda. 4) Encoding Standards Chair’s report (Soe Nyun) a. ALA Liaison Reports i. Annual 2016 (Orlando) (https://drive.google.com/file/d/0B7wsl3doYbMKQlotUkZXS0l4Qms/view?usp=sharing) ii. Midwinter 2017 (Atlanta) (https://drive.google.com/file/d/0BxViFaIR72G1YWV1MWtsSHBia0/view?usp=sharing) iii. Highlights from Midwinter, big metadata standards committee (i.e. ALCTS, RUSA, …) won’t be looking at individual ontologies; CCDA had interesting discussion paper dealing with

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Encoding Standards Annual Report: 2016

Annual Report, July 2015-June 2016 Submitted by James L. Soe Nyun Members (as of March 2016): James L. Soe Nyun (Chair, appointed 2015), Anne Adams (2015), Catherine Busselen (2014), Margaret Corby (2016), Chris Holden (2015), Karla Jurgemeyer (2013), Keith Knop (2014), Nancy Lorimer (2016), Deb Morris (2013), Thom Pease (2015), Karen Peters (2015), Mark Scharff (2014), Kimmy Szeto (2016), Hermine Vermeij (2015), Matthew Wise (2013), Morgan Cundiff (LC Representative), Stephen Yusko (LC Representative), Jay Weitz (OCLC Representative) We thank Ralph Hartsock and Lisa McFall, who rotated off of Encoding Standards Subcommittee in March 2016. We welcome Margaret Corby, Nancy Lorimer, and Kimmy Szeto, who joined the Encoding Standards Subcommittee in March 2016. Brief summary of activities: All tasks described below support the MLA Strategic Plan goal area, Technology. (“Goal statement: MLA makes effective use of technology to achieve its mission.”) MARC development: The committee developed four MARC proposals and three

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