>"We've gone too far to turn back" doesn't do it for me.

Me either. How about "We've committed too much money to stop now"?
It may not be the most important consideration, but I'd be surprised if it's 
not a consideration. A lot of time has collectively been spent on the project, 
too.




Mike Tribby
Senior Cataloger
Quality Books Inc.
The Best of America's Independent Presses

mailto:mike.tri...@quality-books.com


-----Original Message-----
From: Resource Description and Access / Resource Description and Access 
[mailto:rd...@listserv.lac-bac.gc.ca] On Behalf Of NANCY K Brown
Sent: Wednesday, September 01, 2010 9:41 AM
To: RDA-L@LISTSERV.LAC-BAC.GC.CA
Subject: Re: [RDA-L] Time and effort

I continue to believe that AACR2 implementation costs were much higher than 
they needed to be at many institutions because it was issued about 5 years too 
early--at the tail end of the era of the card catalog, just before many large 
institutions made the shift to online integrated systems. Updating headings and 
refiling cards, in my case at the University of Texas, was much more onerous 
than similar changes would have been in an online-only environment.

Again, in my opinion, we seem to be pushing for change prematurely. Instead of 
getting our ducks in a row, making sure we're clear on the direction we need to 
move in and that technology to support change in those directions is at least 
in the pipeline, emphasis has been on the urgency of change. It shouldn't be a 
challenge to articulate how going to a great deal of work and expense will make 
things better, i.e. allow us to work more efficiently and/or to provide better 
service. The benefits of adopting a new code should be both clear and exciting. 
"We've gone too far to turn back" doesn't do it for me.


________________________________________
From: Resource Description and Access / Resource Description and Access 
[rd...@listserv.lac-bac.gc.ca] on behalf of Miksa, Shawne [smi...@unt.edu]
Sent: Tuesday, August 31, 2010 4:45 PM
To: RDA-L@LISTSERV.LAC-BAC.GC.CA
Subject: [RDA-L] Time and effort

I've spent some time today reviewing my copy of this book --Research libraries 
and their implementation of AACR2 / edited by Judith Hopkins and John A. Edens. 
(Foundations in library and information science; v. 22). Greenwich, Conn. : Jai 
Press, 1986.  ISBN 0-89232-641-7

Several long quotes follow so please bear with me.  Specifically, I am relating 
quotes from just one chapter entitled "Implementing AACR2-defusing the sound 
and the fury: implementation of AACR2 at the University of California, Davis" 
by Kazuko M. Daily and Gregor A. Preston.

All of the studies in this book contain interesting anecdotal evidence of the 
time and effort involved in implementing AACR2 in addition to details of 
implementation plans and challenges faced.

Daily and Preston start their study with a "historical perspective" in order to 
relate how the University of California started their plans to deal with 
implementation of AACR2. A committee-the Alternative Catalog Evaluation 
Committee (ACE)-- was formed in 1978 and gave recommendations to the University 
Librarian in 1979. It was during this time that LC had decided to delay 
implementation one year until 1981, but the authors remarked that "...nobody on 
or outside the Committee felt that a one year reprieve gave us adequate time to 
gear up for what was inexorably coming in 1981" (p. 44).  In Spring of 1980 the 
AACR2 Technical Implementation Committee (ATTIC) was formed and because of the 
lack of additional funding from the university the committee "opted for a lean 
implementation plan" (p. 46).

[Keep in mind that this taking place as many libraries were dealing with issues 
surrounding card catalogs and new online systems. In California in particular, 
and relevant to this particular study, they were dealing with the 1978 passage 
of "Proposition 13" which had the effect (only one of many, if I understand 
correctly) of reducing funding for education, public libraries, etc. ]

Here I am quoting some discussions on time and effort --Daily and Preston 
discuss the effects of AACR2 implementation on several different groups of 
staff--given by catalogers.

Part II, Section F. Effects on Original Catalogers (selected excerpts), pgs. 
59-60

"Professional catalogers spent a fair amount of time in learning to apply the 
new rules. This activity included state and regional conferences, in-house 
meetings, and personal study and application."

"The rules which occasioned the most discussion were contained in Chapters 21, 
22, and 24 of AACR2. Rule 21.1B2, which explains when a work emanating from a 
corporate body should be entered under the corporate body and when under title, 
was particularly troublesome and confusing... (snip)...Rules relating to the 
form of personal and corporate names also took a good deal of time to master."

"Applying AACR2 in original cataloging was further complicated by the issuance 
of Library of Congress Rule Interpretations (LCRI's) which, in effect, began 
revising the rules immediately. Thus, the notion that AACR2 is a set of fixed 
rules, which simply need to be learned by catalogers, is not true, although it 
may be a misconception shared by many non-technical services librarians....We 
started a file of LCRIs, arranged by file number, so that catalogers could 
check on place for the latest interpretation of the rule they were applying. We 
also held regular meetings to discuss the LCRIs as they were published in the 
LC Cataloging Service Bulletins."

"We kept no record of the actual amount of time professional catalogers 
expended as a result of learning new rules. There is no doubt it was 
considerable. After mastering AACR2, there was little extra work involved in 
cataloging an item under the new rules as compared to the old rules. As mention 
previously, the major difference was the need to ascertain whether a new 
heading conflicted with an already established heading."

Part 2, Section A. Impact on Cataloging (selected excerpts), pgs. 61- 62

"From the standpoint of those librarians who catalog or are in charge of 
cataloging and maintaining card catalogs, the adoption of AACR2 has not 
produced any recognizable advantages, but neither has it produced the disaster 
that had anticipated by some. We still persist in believing, though no longer 
with emotion, that AACR2 could have been postponed, until automation could 
provide us with on-line catalogs and a means of changing headings globally."

"...AACR2 has had to be interpreted and re-interpreted from the start. Those 
expecting a pristine, new code have been sadly disappointed. Notwithstanding 
the Paris Principles, if the new rules are more logical than the old, we assume 
that the new rules will be ultimately beneficial to the library user, but such 
benefits are difficult to measure."

"One positive aspect of the whole experience was that planning for and 
interpreting AACR2 required us, in effect, to review our existing procedures. 
The original cataloger had to re-study his knowledge and application of 
cataloging rules as a whole in order to apply AACR2 to new material. 
Supervisors and the Department Head had to dissect established routines and 
adapt some of them to AACR2 considerations. Implementing AACR2 resulted, in 
varying degrees, in a sort of re-education process of the staff."

Part 4, Conclusion (selected excerpts), pgs. 63 - 64

 "If we had to do it all over again, there is little we would do differently, 
given the lack of addition funding for AACR2 implementation. With additional 
funds, we might have created a new unit which would have checked all headings 
on AACR2 copy prior to cataloging. This would have insured that all heading 
conflicts, personal and corporate, were identified and resolved. It also would 
have meant that both copycatalogers and original catalogers could have 
concentrated on cataloging without having to absorb the extra workload caused 
by AACR2."

"Although a lot of time was spent in committee meetings and planning sessions, 
this effort allowed us to plan strategies well in advance of D-Day and give us 
confidence in the changes we adopted."

"With the passage of time, we tend to forget that sound and the fury which 
accompanied our discussions of AACR2 implementation and the trepidation we felt 
as D-Day loomed ever closer. We are intellectually tougher for having undergone 
the experience. We're ready when you are, AACR3!"

_____
Again, all very interesting and I think pertinent to current discussions 
surrounding RDA development, testing, and possible implementation in the years 
to come. I would not suppose that any implementation is going to happen next 
year-mostly likely not for a few years-in which case it would prudent to start 
planning now on how to implement, or not. As I have said in previous postings 
(either here or on NGC4LIB), we don't yet have enough data to make such 
decisions. In looking back at the context surrounding AACR2 implementation we 
can see that we obviously enjoy a vast technology communications advantage and 
the ability to exchange information almost instantaneously. However, funding 
training and implementation and the amount and length of individual time and 
effort each of us has to put into studying and learning a new way of cataloging 
is, in my opinion, unchanged.

**************************************************************
Shawne D. Miksa, Ph.D.
Associate Professor
Department of Library and Information Sciences College of Information 
University of North Texas
email: shawne.mi...@unt.edu
http://courses.unt.edu/smiksa/index.htm
office 940-565-3560 fax 940-565-3101
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