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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Since the PCC is starting their two phase implementation of the new policy regarding limited use of ISBD punctuation in bibliographic records, which option for ISBD punctuation will ArchivesSpace
follow? Is it possible to have a configuration setting so that we can choose to determine our preference?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">For those who are unfamiliar with the decision regarding ISBD punctuation, I’ve copied the announcement(s) below.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">--Miloche<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:Symbol;color:#1F497D">»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»</span><span style="font-size:10.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">Miloche Kottman<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">Head of Cataloging & Archival Processing<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">University of Kansas Libraries<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">Lawrence, KS 66045<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D"><a href="mailto:mkottman@ku.edu"><span style="color:blue">mkottman@ku.edu</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">785-864-3916<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="border:none;padding:0in"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;color:#1F497D">Xiaoli Li xlli@ucdavis.edu <a href="https://support.google.com/mail/answer/1311182?hl=en" target="_blank">via</a> kansas.onmicrosoft.com <o:p></o:p></span></b></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><img border="0" width="1" height="1" style="width:.0104in;height:.0104in" id="Picture_x0020_4" src="cid:image001.gif@01D4F5DC.AFC9B870" alt="Attachments"></span><span style="font-size:11.0pt;color:#1F497D">Apr
2, 2019, 11:04 AM<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><img border="0" width="1" height="1" style="width:.0104in;height:.0104in" id="Picture_x0020_3" src="cid:image001.gif@01D4F5DC.AFC9B870" alt="https://mail.google.com/mail/u/0/images/cleardot.gif"></span><span style="font-size:11.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><img border="0" width="1" height="1" style="width:.0104in;height:.0104in" id="Picture_x0020_2" src="cid:image001.gif@01D4F5DC.AFC9B870" alt="https://mail.google.com/mail/u/0/images/cleardot.gif"></span><span style="font-size:11.0pt;color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">to PCCLIST<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><img border="0" width="1" height="1" style="width:.0104in;height:.0104in" id="Picture_x0020_1" src="cid:image001.gif@01D4F5DC.AFC9B870" alt="https://mail.google.com/mail/u/0/images/cleardot.gif"></span><span style="font-size:11.0pt;color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">PCC colleagues,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Last December, I announced the new policy regarding limited use of ISBD punctuation in bibliographic records. Since then, we have been working on the implementation plan. The complexity of implementing
all three options outlined in that email (dated 12/12/2018 and included below) at the same time presents more challenges than we anticipated. In addition, there are issues pertinent to access point fields that require more discussion. We believe we should
move forward but need to do so in a way that is manageable and will allow us to achieve some consistency. After considering all the possibilities, we have revised the policy which to address punctuation in descriptive fields only. The revised policy will be
implemented in phases:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;color:#1F497D">Phase 1</span></u></b><u><span style="font-size:11.0pt;color:#1F497D">:</span></u><span style="font-size:11.0pt;color:#1F497D"> Beginning April 8, 2019, PCC libraries will have two options
regarding inclusion of terminal periods when newly authenticating bibliographic records:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo4"><![if !supportLists]><span style="font-size:11.0pt;color:#1F497D"><span style="mso-list:Ignore">a.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;color:#1F497D">Continue current practice (fully punctuated); code Leader/18=i<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo4"><![if !supportLists]><span style="font-size:11.0pt;color:#1F497D"><span style="mso-list:Ignore">b.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;color:#1F497D">Omit terminal period in any descriptive field*; code Leader/18=i <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">*Exception: terminal periods integral to the data (e.g., recorded as part of abbreviations, initials, etc.) should not be omitted. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Special Note: when updating an existing PCC record, catalogers should follow the punctuation pattern already established in that record. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">The guidelines for Phase 1 and a spreadsheet containing all MARC fields that are affected by the new policy are attached to this email. Both documents have also been posted on the PCC website:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="color:#1F497D;mso-list:l3 level1 lfo1"><span style="font-size:11.0pt">Guidelines: <a href="https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.loc.gov%2Faba%2Fpcc%2Fdocuments%2Fguidelines-terminal-periods.pdf&data=02%7C01%7Cmkottman%40KU.EDU%7Cb34fc0cb398f42c588c808d6b784e9ac%7C3c176536afe643f5b96636feabbe3c1a%7C0%7C1%7C636898178926315861&sdata=TFFIiTGcCPJhdT2X8h%2BZXNnA9CiUwYkocbrZB2cINt8%3D&reserved=0" target="_blank">http://www.loc.gov/aba/pcc/documents/guidelines-terminal-periods.pdf</a><o:p></o:p></span></li></ul>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="color:#1F497D;mso-list:l4 level1 lfo2"><span style="font-size:11.0pt"> Spreadsheet: <a href="https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.loc.gov%2Faba%2Fpcc%2Fdocuments%2Ffinal_punctuation_all_MARC_field.xlsx&data=02%7C01%7Cmkottman%40KU.EDU%7Cb34fc0cb398f42c588c808d6b784e9ac%7C3c176536afe643f5b96636feabbe3c1a%7C0%7C1%7C636898178926315861&sdata=AkyMo3xU8BdbNz1ML%2FAbKebd3ZIukQ7XZ0zY6BiHAio%3D&reserved=0" target="_blank">http://www.loc.gov/aba/pcc/documents/final_punctuation_all_MARC_field.xlsx</a> <o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;color:#1F497D">Phase 2</span></u></b><u><span style="font-size:11.0pt;color:#1F497D">:</span></u><span style="font-size:11.0pt;color:#1F497D"> [Implementation date to be determined.] PCC libraries may
begin to omit ISBD punctuation between subfields and terminal period of any descriptive field as long as Leader/18 is coded as “c”.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">The implementation date for Phase 2 will depend on the following:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l7 level1 lfo6"><![if !supportLists]><span style="font-size:11.0pt;color:#1F497D"><span style="mso-list:Ignore">a.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;color:#1F497D">Completion of style guidelines containing instructions and examples<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l7 level1 lfo6"><![if !supportLists]><span style="font-size:11.0pt;color:#1F497D"><span style="mso-list:Ignore">b.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;color:#1F497D">Completion of specifications for and availability of tools for automatically removing or adding punctuation (e.g., macros for OCLC Connexion Client, etc.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Following these two phases, the Policy Committee will review the pros and cons of omitting final punctuation in access point fields.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">The work on the limited use of the ISBD punctuation in PCC records began in March 2011. It took many groups’ work to get us to where we are now. I want to take this opportunity to express my
sincere appreciation to anyone who has helped to make this happen. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Please let me know if you have any questions.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Xiaoli Li<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">PCC Chair<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Head of Content Support Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">UC Davis Library<o:p></o:p></span></p>
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<p class="MsoNormal" style="border:none;padding:0in"><span style="font-size:11.0pt;color:#1F497D">(530) 752-6735<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;color:#1F497D">Xiaoli Li xlli@ucdavis.edu <a href="https://support.google.com/mail/answer/1311182?hl=en" target="_blank">via</a> kansas.onmicrosoft.com <o:p></o:p></span></b></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Dec 12, 2018, 2:20 PM<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><img border="0" width="1" height="1" style="width:.0104in;height:.0104in" id="Picture_x0020_6" src="cid:image001.gif@01D4F5DC.AFC9B870" alt="https://mail.google.com/mail/u/0/images/cleardot.gif"></span><span style="font-size:11.0pt;color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">to PCCLIST<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><img border="0" width="1" height="1" style="width:.0104in;height:.0104in" id="Picture_x0020_5" src="cid:image001.gif@01D4F5DC.AFC9B870" alt="https://mail.google.com/mail/u/0/images/cleardot.gif"></span><span style="font-size:11.0pt;color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">PCC colleagues,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">At its recent<a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.loc.gov%2Faba%2Fpcc%2Fdocuments%2FPoCo-2018%2FPoCo-Agenda-2018.pdf&data=02%7C01%7Cmkottman%40KU.EDU%7C35d0897ae6e542b2260e08d6606f3b8c%7C3c176536afe643f5b96636feabbe3c1a%7C0%7C1%7C636802428193869196&sdata=%2BR8PADLqQSmFUghu%2BDm6tBeBqKvbEw1k8XZOrmaBMKs%3D&reserved=0" target="_blank"> meeting</a>,
the PCC Policy Committee reaffirmed its decision to allow bibliographic records with limited ISBD punctuation to be treated as full-level PCC copy. This decision comes after reviewing feedback from test participants who evaluated three test sets of records
provided by Library of Congress, the National Library of Medicine, and OCLC. For more information about the test, please read the message below or click <a href="https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.loc.gov%2Faba%2Fpcc%2Fdocuments%2Ftest-records-punctuation.html&data=02%7C01%7Cmkottman%40KU.EDU%7C35d0897ae6e542b2260e08d6606f3b8c%7C3c176536afe643f5b96636feabbe3c1a%7C0%7C1%7C636802428193879200&sdata=R02GG%2BOgroC5XeUuLaWPTa7sFKqv%2BFtxoi7ZIxXJOFY%3D&reserved=0" target="_blank">here</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Beginning in spring 2019, PCC libraries will have three options to handle ISBD punctuation when authenticating new records: <o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoNormal" style="color:#1F497D;mso-list:l2 level1 lfo7"><span style="font-size:11.0pt">Continue current practice<o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l2 level1 lfo7"><span style="font-size:11.0pt">Omit terminal period in any field*; code Leader/18 (Descriptive cataloging form) “i”<o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l2 level1 lfo7"><span style="font-size:11.0pt">Omit ISBD punctuation between subfields of descriptive fields and omit terminal period in any field*; code Leader/18 (Descriptive cataloging form) “c” <o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">* Exception: Terminal periods integral to the data (e.g., recorded as part of abbreviations, initials, etc.) should not be omitted.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Options 2 and 3 are optional, not mandatory. However, creating records with limited punctuation is expected to save time for catalogers, simplify training of new catalogers, make it easier to
map data to and from other formats, and allow for an easier transition to linked data or vice versa (e.g., mapping BIBFRAME to MARC). <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">To facilitate the implementation, PCC will: <o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoNormal" style="color:#1F497D;mso-list:l6 level1 lfo8"><span style="font-size:11.0pt">Develop and maintain style guidelines for records with limited punctuation;<o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l6 level1 lfo8"><span style="font-size:11.0pt">Provide adequate training resources for catalogers and revise PCC documentation to update policies and include examples with limited punctuation; <o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l6 level1 lfo8"><span style="font-size:11.0pt">Request that LC Network Development and MARC Standards Office and bibliographic utilities revise MARC 21 documentation to include examples with limited punctuation; <o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l6 level1 lfo8"><span style="font-size:11.0pt">Work with bibliographic utilities and other interested parties to develop tools and specifications to automate the process of removal or reinsertion of punctuation;<o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l6 level1 lfo8"><span style="font-size:11.0pt">Encourage vendors, bibliographic utilities, etc., to explore functionality to index and display records with limited punctuation as defined by the PCC; <o:p></o:p></span></li><li class="MsoNormal" style="color:#1F497D;mso-list:l6 level1 lfo8"><span style="font-size:11.0pt">Encourage vendors, bibliographic utilities, etc., to explore functionality to allow their users to easily add or remove punctuation as needed.<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">The Policy Committee is in the process of developing a detailed implementation plan which will include the aforementioned style guidelines. I will share more information with you as it becomes
available. In the meantime, if you have questions, suggestions, or comments, please feel free to contact me.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Xiaoli Li<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">PCC Chair<o:p></o:p></span></p>
<p class="MsoNormal"><a name="m_-8211149891155451175__MailAutoSig"></a><span style="font-size:11.0pt;color:#1F497D">Head of Content Support Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">UC Davis Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">(530) 752-6735<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
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