NACO Updates Since March 2022: CEAL Cataloging Workshop Overview

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Explore the latest updates and changes in NACO documentation, including Descriptive Cataloging Manual revisions, WorldCat Validation Release Notes, and other related activities. Get insights into gender recording practices, new subfields, and metadata guidelines discussed at the recent CEAL Cataloging Workshop. Stay informed about the evolving landscape of authority records and metadata creation.


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  1. NACO Updates Since March 2022 2023 CEAL Cataloging Workshop, March 13, 2023 Shi Deng, UC San Diego Library, with Hideyuki Morimoto, Columbia University Jessalyn Zoom, Library of Congress

  2. About NACO Updates Review and inform any changes implemented or hold-off: NACO Documentation & Update at PCC website NACO Advisory Group At-a-Glance Sheets Descriptive Cataloging Manual Section Z1 and LC Guidelines Supplement Review and inform any changes in the pipeline: WorldCat Validation Release Notes on OCLC-MARC Authority Update DCM Z1 and LC Guidelines Supplement to MARC 21 Format for Authorities Data MARC Development WorldCat Validation Release Notes Review and inform other NACO related activities What's New? (on PCC website) 2

  3. Documentation covered: Descriptive Cataloging Manual Section Z1 and LC Guidelines Supplement (April 2022, August 2022, October 2022, February 2023) WorldCat Validation Release Notes on OCLC-MARC Authority Update for May 2022 based on the MARC 21 Technical Notice (April 15, 2022) September 2022 based on the MARC 21 Authority Update No. 34 February 2023 based on the MARC 21 Authority Update No. 35 Other Update: PCC Guiding Principles for DEI for metadata creation The new GNS system Guideline for the use of ISO-639-3 Language codes in MARC records Non-Latin Reference Coding Practice (in progress) ALA-LC Romanization Table: Japanese 3

  4. DCM Z1 & LC Supplement: Changed 375 Gender: Changed practice Do not use this field in new authority records. Whenever an existing record must be changed for any reason, delete any occurrence of field 375. For background on the policy change, see PCC Revised Report on Recording Gender in Personal Name Authority Records (April 2022) LC-PCC PS for Official RDA: LC/PCC practice: Do not record the element. Delete the element from an existing authority record if updating it for another reason. Use judgment when deciding whether to record gender information as part of another element RDA Metadata Guidance Documentation: Do not record gender in name authority records for persons (p. 16); Gendered terms may be recorded as unstructured descriptions in source information (670 field) and in biographical notes (678 field) (p. 17) 4

  5. DCM Z1 & LC Supplement: Hold off New Subfields $g Miscellaneous information (R) in 511 $i Relationship Information (R) in 373, 672 $4 Relationship (R) in 373, 672 $7 Data provenance (R) in the following fields of NACO records: 024, 034, 043, 100, 110, 111, 130, 400, 410, 411, 430, 500, 510, 511, 530, 336, 368, 370, 371, 372, 373, 374, 376, 377, 378, 380, 381, 382, 383, 384, 385, 386, 388, 670, 672, 675, 678 5

  6. WorldCat Validation Release Notes Additions to source codes for Vocabularies, Rules, and Schemes pccrda - LC-PCC Metadata Guidance Document (Library of Congress, Program for Cooperative Cataloging) Do not use it until: The Program for Cooperative Cataloging implements the Official RDA Toolkit, and The Program for Cooperative Cataloging develops and issues guidelines for use of the new code 6

  7. WorldCat Validation Release Notes Additional field, subfields, and indicators have been defined based on MARC 21 Authority Update No. 34 (July 2022) In existing Authority field 373 (Associated Group): New subfield $i (Relationship Information) has been defined New subfield $4 (Relationship) has been defined New subfield $7 (Data Provenance) has been defined In existing Authority field 382 (Medium of Performance): Existing First Indicator (Display Constant Controller) has two new values defined: 2 - Medium of performance of musical content of representative expression 3 - Partial medium of performance of musical content of representative expression New subfield $7 (Data Provenance) has been defined 7

  8. WorldCat Validation Release Notes (2) In existing Authority field 384 (Key): Existing First Indicator (Key Type) has one new value defined: 2 - Key of representative expression New subfield $7 (Data Provenance) has been defined New Authority field 387 (Representative Expression Characteristics) has been defined The following new Data Provenance Subfields have been defined in the respective Authority fields:Subfield $7 (Data Provenance): 024, 034, 043, 100, 110, 111, 130, 400, 410, 411, 430, 500, 510, 511, 530, 336, 368, 370, 371, 372, 373, 374, 376, 377, 378, 380, 381, 382, 383, 384, 385, 386, 388, 670, 672, 675, 678 8

  9. PCC Guiding Principles for Diversity, Equity, and Inclusion for Metadata Creation (January 2023) 1. Describe resources in our collections with end users in mind, to facilitate access and promote discovery, while respecting the privacy and preferences of the associated agents of those resources. Work with user communities to understand their needs especially as they relate to DEI issues. Acknowledge that the standards and controlled vocabularies we use and their application are biased, approach their development and application critically, and advocate to make cataloging and resource description more inclusive. Take responsibility for our metadata and advocate for transparency in our cooperative and institutional practices and policies. Collaborate widely to support the creation, distribution, maintenance, and enrichment of equitable and inclusive metadata in various environments and jurisdictions. Advocate for the importance of incorporating DEI principles in all aspects of cataloging work 2. 3. 4. 5. 6. 9

  10. The New Geographic Names Server (GNS) Citing GNS in 670/675 of an authority record for a foreign place names: use GNS , no longer GEOnet 670 GNS, [date] $b ([data found]) 670 Geographic names server, [date] $b ([data found]) Example: 010 n 2023003570 151 Songyuan Zhen (China) 670 GNS, Jan. 20, 2023 b (Songyuan Zhen [approved] -- ADM4 24:44:09N 116:22:48E; variants: Hsin-hsu , Sung-yu an, Sung-yu an-hsin-hsu , Sung-yu an-hsu ; in Guangdong Sheng) Still use $2 geonet, for example, in 034 Instruction revision in this regard in DCM Z1 is forthcoming with the April 2023 release 10

  11. Guidelines for the Use of ISO 639-3 Language Codes in MARC Records (January 2023) A comprehensive list of nearly 8,000 three-letter codes for individual languages that expands on ISO 639-2. Code list at: https://iso639-3.sil.org/code_tables/639/data Authority record (377 Associated Language) When appropriate and when information is available, code languages in a 377 field using MARC language codes. Optionally, also code languages using the ISO 639-3 codes in a separate 377 field. Use second indicator 7 and $2 iso639-3. For example: an author has written in both Mandarin Chinese and Hakka 377 ## $a chi 377 #7 $a hak $2 iso639-3 377 ## $a chi 377 #7 $a cmn $a hak $2 iso639-3 or If undetermined, use und 11

  12. Report on Non-Latin Script Cross Reference Coding Practice in NACO (September 2022) PCC Standing Committee on Application (SCA) was asked to investigate any potential implication of abolishing the practice started in 2008 PCC SCA released its report in September 2022 that it surveyed ILS vendors that None of the respondents believe the abolishment of the practice would cause unintended flipping of non-Latin script access points in bibliographic records. Thus recommended to abolish the practice PCC SCS worked on a proposal for implementing the change considering two implementation scenarios Scenario 1: Abolish the special coding practice entirely and retroactively Scenario 2: Implement standard coding practice (008/29=a and omit 667) for newly established records and existing records that all references have been evaluated; retain 008/29=b for records that non-Latin references have not evaluated PCC SCS has asked CJK NACO Funnel to provide feedback, thanks to the Funnel members and CJK NACO catalogers from the Eastlib, I have submitted the collective feedback voting for scenario 2. Next step: Other non-Latin funnels also in favor of Scenario 2 and provided substantial feedback SCS will finalize the draft revision for DCM Z1, LC Guidelines, and NACO Participants Manual Planned timeline: provide the final draft to LC by May 15 in order for revision to be included in the August Update for DCM/LC Guideline SCS chair will share the final draft with the CJK NACO Funnel before submit to LC by May 15 CJK Funnel References Project coordinators and Oversight Committee members will review project documentations (Project guidelines, training PPTs, and FAQ) and plan for training for implementation accordingly 12

  13. ALA-LC Romanization Table: Japanese Revised made in June 2022 The proposed revision will harmonize the Japanese Table with RDA and LC-PCC instructions; it will help greatly with the capitalization issues and with the complex division of words, which has always been a thorny dilemma for catalogers of Japanese materials. The revision will provide clear guidance with a great variety of examples of Japanese Romanization methods for catalogers and metadata specialists. Eastlib, 8/26/2022 Impact the revision may have on BFM and NACO?? Comparison for changes in NACO work: "Taiwanshi" in 1 word, and no longer "Taiwan shi" in 2 words pre-summer 2022: 100 1_ Yamazaki, Shigeki. t Taiwan shi. l Chinese post-summer 2022: 100 1_ Yamazaki, Shigeki c (Teacher). t Taiwanshi. l Chinese 13

  14. ALA-LC Romanization Table: Japanese (2) Revised, June 2022; comparison for changes in NACO work: "iu", and no longer "u " with macron, as long as the original non-Latin script name is " " with " as opposed to " " pre-summer 2022: 110 2_ Chu o Daigaku Gakujutsu Shinpoju mu Kenkyu So sho Henshu Iinkai post-summer 2022: 110 2_ Chu o Daigaku Gakujutsu Shinpojiumu Kenkyu So sho Henshu Iinkai "Sho Enerugi " with space and "E" capitalized, and no longer "Sho -enerugi " with hyphen and "e" lower-cased pre-summer 2022: 110 2_ Sho -enerugi Senta (Tokyo, Japan) post-summer 2022: 110 2_ Sho Enerugi Senta (Tokyo, Japan) 14

  15. ALA-LC Romanization Table: Japanese (3) Revised, June 2022; comparison for changes in NACO work: "esseishu " in 1 word with no hyphen, and no longer "essei-shu " with hyphen pre-summer 2022: 100 1_ Kato , Yoshiaki, d 1940- t Kato Yoshiaki foto essei-shu post-summer 2022: 100 1_ Kato , Yoshiaki, d 1940- t Kato Yoshiaki foto esseishu "No sangyoson" in 1 word with no hyphen, and no longer "No -san-gyoson" with hyphens, as long as the original non-Latin script name is " " with no center dot pre-summer 2022: 110 2_ No -san-gyoson Kasseikaho Kenkyu kai post-summer 2022: 110 2_ No sangyoson Kasseikaho Kenkyu kai 15

  16. ALA-LC Romanization Table: Japanese (4) Revised, June 2022; comparison for changes in NACO work: "Reizei-ke" with hyphen, and no longer "Reizeike" in 1 word with no hyphen pre-summer 2022: 110 2_ Reizeike Shiguretei Bunko post-summer 2022: 110 2_ Reizei-ke Shiguretei Bunko "20-seiki" with Chinese character numeral converted into Arabic numeral, and no longer "nijisseiki" pre-summer 2022: 100 1_ Hattori, Ryu ji, d 1968- t Shidehara Kiju ro to nijisseiki no Nihon post-summer 2022: 100 1_ Hattori, Ryu ji, d 1968- t Shidehara Kiju ro to 20- seiki no Nihon 16

  17. Thank you! 17

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