Tuesday, July 24, 2007

2007 HCI Beijing

The 12th International Conference on Human-Computer Interaction (HCI) is held this year at Beijing, in the Beijing International Convention Center (Continental Grand Hotel). This is main conference entrance:



The Opening Plenary Session kit off Wednesday evening 5PM, followed by the so called Gala diner - Chinese foods (yeah) and entertainments.... :)


Sherab Chen, Coordinator of Non-Roman Cataloging of the OSUL Cataloging Department, presented a paper titled “Usability Assessment of E-learning Courseware for Basic Cataloging Training” (co-authored with Tingting Lu), on July 26, Thursday. He also chaired the panel of “Usability Cases Studies” consisted of seven speakers including himself.




Tuesday, July 10, 2007

Lesson 4: Connexion and searching for a "matching bibliographic record"

In previous lessons we have mentioned that we participate OCLC cooperative cataloging in conjunction with the management of our local university library catalog. We have talked about using the Millennium cataloging interface to manage the OSU library catalog. In this lesson we will talk about OCLC Connexion, the cataloging interface on which we perform cooperative cataloging. We will cover the following topics:

  • Getting started with Connexion

  • Searching WorldCat through Connexion

  • The concept of "matching bibliographic record"


  • As part of the preparation for a regular work session, the next thing you do after openning Millennium is to start Connexion. You can do so by double clicking the Connexion icon located on your desktop. We are using Connexion Client version. There is a browser version of Connexion, but we are not using it in our Cataloging Department.

    When you start to work on a computer workstation for the first time, you need to install Connexion and then go through the set-up process. Your supervisor will give you instructions on how to install and set up Connexion when you begin hands-on training, so we will skip this part here in this lesson.

    Once the Connexion window is opened, logon to the system as demonstrated.

    Note, that when you are logged on, the "Log on" button becomes dimmed, and the "Log off" button lites up. You can log off the system anytime by clicking on the "log off" button. Be aware that there is a 40-minute limit of idle period, which means if you are doing nothing, the system will attempt to log itself off after 40 minutes. A warning message, however, will pop-up reminding you to extend your log on time.

    This lesson will not cover all the functionalities of Connexion, but will focus on how to use Connexion to search the OCLC WorldCat. Most of the search methods we learned in previous lessons will also apply here. Let's now try to do a search on Connexion.

    For example, here we have a new book to catalog.

    From the title page of the book we get the following information:

    The title of the book is "Essentials of human nutrition." It is the 3rd edition. Two people are responsible for this work as editors. It is published by Oxford University Press.

    On the title page verso we find a publishing date for the 3rd edtion: year 2007.

    Now, our task is to search WorldCat to see if there is already a bibliographic record made for this book. Let's do a title search on Connexion.

    [Tip] You can also press F2 on your Keyboard as a short-cut to bring up the Search window.

    Make sure you select Title from the drop-down list.

    The result of our search is shown as a list here for records that may contain the title phrase "essentials of human nutrition." As we can see, Records no.2 to 7 have exactly the same title, and they all indicate the same publisher, Oxford University Express.

    Clicking on the Date tab will make the list sort by publication date. Now, since the book in our hand is published in 2007, the last record or Record no.6 on the list looks like a match.

    Double click on the title to open up the full record.

    Displayed on screen is a bibliographic record in MARC format. Don't be overwhelmed by the complicated look of the record, because at this point we only need to pay attention to some specific MARC fields. We do not have to know all the details the MARC record tries to tell us.

    As you can see from the steps we have taken so far, the goal of searching WorldCat on Connexion is to find, if there is one, the best matching bibliographic record so that we can use it for our cataloging purpose. Now we are going to introduce the concept of "Matching bibliographic record." Along with that, we will also introduce some essential fields on a MARC record to which we need to pay particular attention.

    "Matching Bibliographic Record" [text caption]

    A "matching bibliographic record" is a record that describes the same publication of the work we have a copy in hand. What does this mean? It means that, on the bibliographic record, the title, the name of responsibility, edition, publisher and publication date, as well as format and other physical description such as page numbers, must all match those of the piece in our hand.

    Must matches:
  • title

  • name of responsibility (author or editor etc.)

  • edition

  • publisher and publicataion date

  • physical description (paging or extent, etc.)


  • Now, let's examine the record we just located on Connexion. Each field in a MARC record encodes some special information about the bibliographic entity it describes. For example, the 100 or 700 fields encode the personal names of those who are responsible for the work; the 245 field encodes title and statement of responsibility; the 250 encodes the edition of the publication; the 260 field encodes imprint information including place of publication, the publisher's name, and the date of publication; and the 300 field encodes physical description etc.

    There are other important fields, such as the 650 fields which provide Subject Heading or tell us what the book is about.

    Therefore, to determine a matching bibliographic record, we must pay particular attention to the information provided in the following fields on a MARC record:

    100 or 700 -- names of responsibility
    245 -- title and statement of responsibility
    250 -- editon
    260 -- imprint showing publisher name and publication date
    300 -- physical description such as paging for a book

    In this example, we can easily verify the title, edition, responsibilities, imprint, and paging, which all match those on the book in our hand. Therefore, this record is a matching bibliographic record for the book.

    Other ways of searching

    We can narrow down our search by giving multiple search terms. For example, we can enter both title and name of responsibility.

    There are other ways to search WorldCat on Connexion. For example, we can use the ISBN to search.

    We have explored a few ways of searching WroldCat through Connexion. The most often used searching methods include:

  • Search by title

  • Search by author name

  • Search by author title combination

  • Search by ISBN

  • etc.

    Omit the BEGINNING article in a title when you enter the search box

    There is a special rule when you search a title that has an article at the beginning. For example, if a title is "The Handbook of English Linguistics." You do NOT include the beginning article "the" when you enter the title phrase in the search box, in stead, simply enter "handbook of english linuguistcs." It is also NOT necessary to capitalize the first letter, because the database search engine will treat all words as not capitalized. All of these practices are also applicable when you search the library's online catalog.

    Friday, July 06, 2007

    ECBC Prototype 2 Content and Topics

    10 Topics -- 3 Scenarios -- 7 Lessons

    Prototype II of ECBC will cover the following topics

    1. Introduction to the library's online catalog
    2. The concept of a bibliographic record
    3. Introduction to cooperative cataloging
    4. Interrelationship between cataloging databases and interfaces involved
    5. Millennium cataloging interface
    6. Connexion client interface
    7. Explaining the concept of "matching bibliographic record" (and MARC fields that require particular attention)
    8. How to search the OPAC through Millennium
    9. How to search WorldCat through Connexion client
    10. Basic copy cataloging procedures including adding item to existing record on the library's catalog, editing a matching WorldCat record to conform to local policies and practices, updating holdings and exporting/overlaying OCLC copy to the library online catalog

    For the last topic (basic copy cataloging procedures), we designed three scenarios based on three possible situations likely to be encountered in actual copy cataloging workflow at the cataloging department. We emphasized that all procedures should begin with searching the OPAC on Millennium to determine if the title is in the library's holdings. Different searching results will then involve different treatments:

    • [Scenario 1] If a full bibliographic record is found in the OPAC -- [Treatments] Add item(s)
    • [Scenario 2] If only a place-holding bibliographic record found in the OPAC (which is generated on Millennium at the time of ordering) -- [Treatments] Search OCLC WorldCat on Connexion to look for a matching bibliographic record -- When such record is found -- Perform copy cataloging (edit the record, update holdings, overlay the bibliographic record and attach item record)
    • [Scenario 3] If no bibliographic record is found in the OPAC (mostly the case of gift items) -- [Treatments] Search OCLC WorldCat on Connexion to look for a matching bibliographic record -- When such record is found -- Perform copy cataloging (edit the record, update holdings, export the record to OPAC to establish a new bibliographic record and attach item record)
    These topics will be included in 7 lessons:

    • Lesson 1: Library catalog and bibliographic records -- Covers Topic 1 and 2
    • Lesson 2: What is cataloging and how we do it? -- Covers Topic 3 and 4
    • Lesson 3: The Millennium cataloging interface -- Covers Topic 5 and8
    • Lesson 4: Connexion and "searching for a matching bibliographic record" -- Covers Topic 6, 7 and 9
    • Lesson 5: Adding items to existing records -- Covers Topic 10 Scenario 1
    • Lesson 6: Basic copy cataloging procedure -- Covers Topic 10 Scenario 2
    • Lesson 7: Procedure for gift books -- Covers Topic 10 Scenario 3
    Topics not included in Prototype 2 but are being considered in future developments include updating existing bibliographic records, linking items to additional bibliographic records and transferring records on Millennium.

    Thursday, July 05, 2007

    Normalization of Design on Captivate

    Lesson title:
    [use] Text Caption xpflat, Arial 18 bold orange

    Sub/section title:
    [use] Text Caption xpflat, Arial 16 bold orange

    Outline of topics:
    [use] Text Caption xpflat, Arial 12 bold orange

    Summary or list of points:
    [use] Text animation
    Effect Blade
    Text Arial 18-24 bold blue

    Definitions:
    [use] Text Caption xpflat, Arial 12 -14 bold orange

    Pointing to object & illustrating short phrases:
    [use] Text caption
    hologreen Arial 12 (maybe bold) blue

    Imitation of bib record (card looking):
    [use] Text caption
    pill

    Highlight box:
    Frame color orange. Frame width 6
    Fill color light blue (top right 3 to end) Fill transparency 90% or 100%

    Animation - arrow pointing to object:
    Green motion

    Credit:
    Text caption xpnote. Arial 10 - 12 cntered.