Statewide Cataloging Best Practices

Introduction

In 2022, a statewide LSTA-funded project commenced to gather information on Wisconsin public library cataloging processes in an effort to create and apply standards to provide a seamless experience for Wisconsin patrons; to make cataloging more consistent through the development of a baseline of best practices and standards; and prepare for a potential state-wide shared discovery layer. Eight Wisconsin public library systems collaborated on the project, with fourteen participating in the data-gathering portion. The final report and executive summary outlines key takeaways from the 2022-2023 grant.

The Statewide Bibliographic Standards Committee was formed based on recommended next steps from the 2022-2023 LSTA Cooperative Cataloging grant report findings to improve discovery. The recommendation recognizes the end-user benefits of standardizing and sharing cataloging practices. The committee will focus on the grant recommendations and be responsible for identifying and addressing barriers, and developing, maintaining and updating shared documentation. 

These best practices aim to set baseline recommendations for bibliographic description in general, promote consistent practices for Wisconsin public libraries, and encourage the evolution of standard practices across the state.

Intent

The recommendations from the Statewide Bibliographic Standards Committee are meant to enhance user experience. They are considered Best Practices which are recommended to follow, but not considered requirements. The Committee has worked collaboratively to identify efficient guidelines.  

ILS and Discovery Layer Differences

Within the scope of the Statewide Bibliographic Standards Committee and the 2022-2023 research phase of the LSTA grant, it became evident that there are numerous instances where local practice dictates the need for additional or alternative practices in order to assist in patron discovery. For example, while not considered a current best practice, several discovery layers in use by Wisconsin public library systems require the use of GMD (General Material Designation) in the title field. Until there is a statewide shared discovery layer or ILS, these practices will continue.

Scope

This document does not include best practices for creating or maintaining digital collections, kits and library of things. It is recommended that libraries use official RDA guidance, when possible, and remain aware of updates.

Authority Control

All library systems and their member libraries are encouraged to perform authority control for name, series, and subject access points either at the time of cataloging or through a third-party vendor subscription. Authority control is necessary to ensure the access point is in compliance with the preferred form in the authority files maintained by the Library of Congress and other thesauri. Accurate authority work improves searching for users in the ILS and Discovery layers.