Hybrid Record Guidelines Task Group

Charge updated June 12, 2012

Charge:

In its final report, the PCC Task Group on Hybrid Bibliographic records recommended the formation of a successor task group to focus on developing guidelines for the post-implementation period, including addressing machine/batch editing.

Building on the work of that task group, and taking into account comments received by OCLC about record editing under RDA, the PCC Hybrid Record Guidelines Task Group is charged to:

1.  Prepare guidelines for PCC monograph and serial bibliographic records to be followed after RDA implementation for the addition and changing of elements when pre-RDA records are being edited. (Another Task Group has already prepared guidelines for integrating resources.) In other words, outline what editing may be done on a routine basis to pre-RDA records to add RDA elements and incorporate RDA concepts while maintaining the record itself as cataloged according to another code.

2.  Frame the guidelines within a definition and description of a “hybrid record” so that both the concept and the details will be understood by the PCC and broader professional community.

3.  To begin, review the six sets of interim guidelines prepared by the predecessor Task Group for the post-testing/pre-implementation period. The integrating resource guidelines may also be helpful. These documents could form the basis for post-implementation guidelines.

4.  Recommend an implementation strategy (including a rationale/explanation) and timetable for these guidelines.

5.  Recommend machine or batch-editing methods (including a rationale/explanation) to accomplish addition or deletion of elements on a large scale and a time frame in which such batch editing could take place.

The primary goal of this Task Group is to provide clear documentation to PCC catalogers to achieve a consistent bibliographic database. A secondary goal is to find non-energy-intensive means of implementing a new set of rules on a large scale within existing databases, while gaining a maximum of the benefits from RDA.

The Task Group's guidelines and report will be reviewed by the PCC Policy Committee and then announced to PCCLIST and posted to the PCC web site.

RDA-related task groups are required to provide two appendices to indicate whether or not RDA-related actions are required by the Secretariat.

Appendix A: RDA implementation dependencies appendix:

RDA-related task groups are asked to prepare an appendix to the final report with a timeline/calendar that:

·  Outlines the steps that need to be taken for completing RDA-related tasks

·  Identifies who will be responsible for those tasks

·  States the time frame and order in which tasks should be accomplished prior to implementation

·  Lists any other dependencies that might need to be considered.

This appendix is required of all PCC RDA task groups, and all timelines/calendars will be compiled by the Secretariat to develop a comprehensive RDA implementation calendar. If no RDA-related actions are identified please add a statement to the report indicating that no action is needed.

Appendix B: Revision of PCC RDA Frequently Asked Questions:

Task group members are asked to be aware of the PCC RDA FAQ as they do their work and to list suggested revisions in this appendix. The Secretariat will update the PCC RDA FAQ based on this appendix. If no RDA-related actions are identified please add a statement to the report indicating that no action is needed.

Time Frame:

·  Appointment of group: June 2012

·  Deadline for guidelines and report to be submitted to PCC Policy Committee: October 15, 2012

·  Deadline for PCC Policy Committee comment and approval: November 5, 2012

·  Announcement to PCCLIST and posting on PCC web site, requesting public comments: by Thanksgiving 2012

·  Implementation date: The TG will recommend an implementation strategy and timetable

Chain of Reporting: PCC Policy Committee

Task Group Members:

Stakeholder / Name / Email
Chair / Gene Dickerson /
SCA and PoCo liaison, link to earlier TG / Shana McDanold /
LC / Ana Cristan /
OCLC / Cynthia Whitacre /
SkyRiver/NACO Nodes / Georgia Fujikawa /
PCC Secretariat/CONSER / Les Hawkins /
BIBCO contributor / Wanda Gunther /
Vendor representative / Nate Cothran /