Subject To Change automatic catalog enrichment with subject headings and codes 10th IGeLU conference...

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Subject To Change automatic catalog enrichment with subject headings and codes

10th IGeLU conferenceBudapest, 3.9.2015

Marcus Zerbst Zentralbibliothek Zürich, Systems Librarian

Overview

Background

→Desire to align legacy data with GND and LCSH and DDC data

→The Digital Assistant

Automatic catalog enrichment with subject headings and

codes

→Parameters, technical workflow, numbers and statistics

Prospect

→Plan to use more subject cataloging data from external

sourcesSubject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 2

Excuse me, what is GND?

3Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

What‘s GND?

GND

→ The Integrated Authority File (GND) is an authority file for Persons, Corporate bodies, Conferences and Events, Geographic Information, Topics and Works. It is used above all for the cataloguing of literature by libraries […] It is operated cooperatively by the German National Library, all German-speaking library networks […]

→In April 2012 the GND replaced [various] previously separate authority files.

(from http://www.dnb.de/EN/Standardisierung/GND/gnd_node.html)

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 4

Background

5Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

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Desire: Subject Indexing of older records with GND/LCSH data

→Since Autumn 2012: Cease homegrown system for subject indexing in favour of GND

→Standards in German speaking market instead of local peculiarities

→Desire for better searchability of all titles by consistent indexing per GND data

→ Idea: Enrich old records with GND data – manual cataloging not an option

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

The Digital Assistant

→ In production in the parameters of computer-aided subject indexing since October 2013

→ Helps subject librarians with indexing by suggesting subject entries according GND

→ Generates suggestions based on external database entries, translation and statistical analysis of table of contents

→ Is used in an intuitive web client

→ Daily import of fields for processed titles to Aleph

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 7

DA – Flow Chart

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 8

ILS Aleph

Import in DA• Load TOC• Load metadata (Z39.50)

Enrichment• Subject heading from

WorldCat,… and Autocat

Editing in DA• Choice / addition of

headings• Suggestions, headings lists

Export from DA• Daily in Aleph seq format• GND/S headings, scope 072, loc.

fields

Import • Daily by FTP• Info eMail

ToC

Technology Components DA

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 9

Project Rekatautomatic catalog enrichment with subject headings and codes

10Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

Project Rekat Parameters

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 11

→Enrichment of all our records from publication years 1960-2012

• From Autumn 2012 on: subject indexing with GND

→Around 1.8 million titles

→Matching records against WorldCat

→Enrichment with GND, LCSH and DDC

Retrospektive Erschliessung– Ablaufschema

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 12

Aleph / EBI01

Export• One-time• marcXML

Match WorldCat• GND,

LCSH, DDC

Import • Consortium

cataloging rules

• Avoid duplicates

Technical Workflow

13Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

Find match in WorldCat

Order of precedence:

ISBN

Author & title• all terms from 245$$a/$$b and 100$$a• Both to exist mandatory

As 2., but no stop words

Author a & title a/b/c in full record, no stop words. Same no of terms Search=Find

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 14

Import of Data: Adaption I

→Transfer of records found in WorldCat

→Received:

• All subjects of all matches

• All DDC codes

→Avoid duplicates: →Check against data in NEBIS catalog→On text level, no Aleph routine

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 15

Import of Data: Adaption II

→Local routine adjusts MARC21 to KIDS (Swiss MARC rules)

→Avoid duplicates

Received: • 000085853 0820_ $$a501

• 000085853 08204 $$a501

Adapted and deduplicated: • 000085853 0820_ $$a501

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 16

Import of data: Adaption III

Technical difference after adaption• In 082 all 2nd indicators are stripped during import, afterwards

identical fields are purged. But if 1st, valid indicator differs, then fields with identical content are technically different, and will be imported.

Received: • 000077241 082_4 $$a709.493

• 000077241 08204 $$a709.493

• 000077241 08214 $$a709.493

Adapted: • 000077241 082__ $$a709.493

• 000077241 0820_ $$a709.493

• 000077241 0821_ $$a709.493

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 17

Testing

18Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

Testing

→Every 5th year is checked by a subject cataloger (12 years).

• Inspection of correct attribution of subject terms to title

• Inspection of correct and complete import to Aleph

→By these measures several problems could be detected and eliminated.

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 19

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→ Form/type heading «Online Publication» might be wrong and so was eliminated in general

→ LCSH: 650_0 not identical to 65000: Import of non LCSH subjects in various languages – not intended

→ Music material (notes etc.) without ISBN tend to bring bad results, so were eliminated.

Problems identified

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

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→ 000080919 650 0 L $$aPhysics$$xEarly works to 1800

→ 000080919 650 0 L $$aPhysics$$yEarly works to 1800

→ 000196066 651 0 L $$aSwitzerland$$vBibliography

→ 000196066 651 0 L $$aSwitzerland$$xBibliography

→ 000229817 650 0 L $$aAdministrative law$$vCases$$zSwitzerland

→ 000229817 650 0 L $$aAdministrative law$$zSwitzerland$$vCases

→ 000229817 650 0 L $$aAdministrative law$$zSwitzerland$$xCases

Assumed issues

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

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→ 000080919 650 0 L $$aPhysics$$xEarly works to 1800

→ 000080919 650 0 L $$aPhysics$$yEarly works to 1800

→ 000196066 651 0 L $$aSwitzerland$$vBibliography

→ 000196066 651 0 L $$aSwitzerland$$xBibliography

→ 000229817 650 0 L $$aAdministrative law$$vCases$$zSwitzerland

→ 000229817 650 0 L $$aAdministrative law$$zSwitzerland$$vCases

→ 000229817 650 0 L $$aAdministrative law$$zSwitzerland$$xCases

Assumed issues

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

Numbers and Statistics

23Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

Statistics

→Records sent: 2.5 million

→Records enriched: 1.8 m

• Matches by ISBN: 1.45 m

→Enrichment:

• GND: 1.12 m

• DDC: 1.33 m

• LCSH: 1.21 m

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 24

Processed / Enriched Titles

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 25

Match Types from Total Match

Subject Types from Success

Prospect

28Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015

Project FRED – automatic daily enrichment→Trigger

• On item creation or

• On item arrival

→Continuous search for external data

• until final edit by subject specialist or

• item status is «loanable»

→Stop flag

• by subject specialists or

• during final item handling

→Subjects are imported to Aleph, CAT field

→Different start and stop flags for ebooks

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 29

Conclusion

→ Just started to load enrichment

→Success and acceptance yet to be discovered

→High demand of automatic processes

→Changes in tasks and function of subject specialists

→Reduced demand in larger community environment expected

Subject To Change, Marcus Zerbst, IGeLU conference, 3. Sept 2015 30

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