The Name Game: Creating Organization Name Authority within an ERM System Kristen Blake and Jacquie Samples North Carolina State University Libraries Electronic.

The Name Game: Creating Organization Name

Authority within an ERM System

Kristen Blake and Jacquie Samples North Carolina State University Libraries

Electronic Resources and LibrariesAtlanta, GA – March 19, 2008

The Name Game

Why build an ERM system with a name authority tool?

Have other institutions explored ERM and name authority?

How was NCSU’s authority created?

What’s next?

Why build a name authority?

Why build a name authority?

Why build a name authority?

Source: Electronic resource management report of the DLF ERM Initiative. [Internet]. : Jewell TD, Anderson I, Farb, SE, et al.; c2004 [cited 2008 Mar 12]. Available from http://www.diglib.org/pubs/dlf102/dlf102.htm

Organization name control in the field Informal survey of 9 peer libraries

(October 2007)Libraries implementing name authority

0

1

2

3

4

5

6

Rejected name authority Implemented nameauthority

Not considering

Libraries considering name authority

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

Have considered nameauthority

Have not consideredname authority

No ERM

Organization name control in the field Survey conclusions

Control of organization names a new concept

Importance of control varies by local needs

Tends to be an enterprise venture

Organization name control at OCLC

WorldCat Registry

Publisher Authority Server

Organization name control at OCLC

WorldCat Registry

Publisher Authority Server

Organization name control at OCLC

WorldCat Registry

Publisher Authority Server

How was NCSU’s authority created?

•Getting started

•Re-envisioning

•Prioritizing

•Implementing

Designing project workflow

Started with our biggest packages

Worked on publishing partnerships to disambiguate

Designing project workflow

Started with our biggest packages

Worked on publishing partnerships to disambiguate

Designing project workflow

Started with our biggest packages

Worked on publishing partnerships to disambiguate

Designing project workflow

Cleaned up entries beginning with punctuation and diacritics

Now continue through the list alphabetically

Designing project workflow

Cleaned up entries beginning with punctuation and diacritics

Now continue through the list alphabetically

Designing project workflow

Cleaned up entries beginning with punctuation and diacritics

Now continue through the list alphabetically

Guidelines for decision-making Collocate organization names

regardless of source or role

Take into account collection managers’ expectations

Use national standards when possible

Accommodate local needs

Choosing authoritative names

LCNAF Collection Mgmt input Translate v.

transliterate Local uses

Envisioning the backbone

Designing tools

Organization name authority tool

Designing tools

Organization name authority tool

Assigning an authority in E-Matrix

Assigning an authority in E-Matrix

Assigning an authority in E-Matrix

Assigning an authority in E-Matrix

Where are we now?

Our results Evaluated 1319 organization names in main

project

Reduced to 532 authorized organization names

These 532 authorized names are related to 21,672 titles

Name authority at work

Reports

Name authority at work

Reports in development Top publisher by subject and amount

spent Organization name and all titles by role Custom reports by request

Licensing

Roles

What’s next…

For our local authority? Improve structure Develop end-user displays

For authority control in the field?

Questions?

Kristen BlakeNCSU Libraries [email protected]

Jacquie SamplesContinuing & Electronic Resources [email protected]