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IFLA Committee on Standards - AIB-WEB
Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA Committee on Standards Patrice Landry Chair, IFLA Committee on Standards Standard bibliotecari in era digitale, Empoli,15 giugno 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Outline 1. IFLA: a standards organisation? 2. Standards in IFLA’s structure 3. How IFLA develops its standards 4. Interaction between standards 5. IFLA Committee on Standards Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN 1. IFLA: a standards organisation? • « Standards » : generic term used in IFLA documentation (i.e web site, strategic plan and in professional units • « Standard »: used rarely in IFLA titles: e.g. ISBD: International Standard Bibliographic Description) • IFLA standards publications commonly use terms such as « guidelines », « recommendations », « requirements », « principles » • « standard » needs to be better defined in IFLA Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA standards mostly « guidelines »? • Most IFLA standards are «guidelines »: set of proposals, suggestions (best practices) • Exceptions: ISBD are considered as standard cataloguing rules (similar to national cataloging codes); Conceptual model FRBR is considered the standard to describe bibliographic and autority data relationships • IFLA – does not yet have a formal structure of a standard organisation (AFNOR, BS, ANSI, ISO) even though it has similar processes • IFLA standards can influence or be used by other standard organisations (or vice versa) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA Strategic Plan 2010-2015 Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA Guidelines Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Manifesto Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Other types of publications Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN 2. Standards in IFLA’s structure(1) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA Structure (2) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA Structure (3) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Organisation IFLA HQT Council IFLA Members President + President elect + Secr. General + 2GB + PC Chair ALP Executive Committee CLM President + President elect + 10 elected members + PC members PC Chair, 5 Divisions Chairs + 3 GB members FAIFE Governing Board (GB) ICADS PAC Professional Committee (PC) UNIMARC DIV I Patrice Landry DIV II DIV III Standard bibliotecari in era digitale DIV IV 15 giugno, 2012 DIV V 43 sections + Core activities +SIG Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Standards development in IFLA • Standards generally initiated from bottom – sections, core activities • Validation at the level of sections, sometime at the level of divisions and exceptionally at the level of the Professional Committee • Manifesto – at the level of the Governing Board, for example « IFLA Manifesto for Digital Libraries Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN 3. How IFLA develops its standards • In collaboration with national and international institutions (UNESCO, national libraries and other libraries according to the subject) • « Leadership » et proposals often come from national library associations and IFLA • Ideas often from discussions in international conferences Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Example- developpement of bibliographic standards Since 1990, many standard initiatives have come from international conferences: • International Conference on Bibliographic Records (Stockholm, 1990) • International Conference on National Bibliographic Services (Copenhague, 1998) • International and National Cataloguing Rules: Current Situation and Future Trends (Moscou, April 1999) • International Conference on Authority Control: Definition and International Experiences (Florence, 2003) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Planning and organisation of standard work • According to the IFLA professional structure : section / division • Based on the strategic planning of the Standing Committee of each section: committee of 10 to 20 elected members • Creation of a working group with a specific mandate • Préparation of a draft document • Consultation through a worldwide review • Validation and publication by IFLA Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA support • Project budget (between €3’000 à €10’000 per year allocated by the IFLA Professional Committee • Infrastructure during IFLA annual Conference (meeting rooms) • Publication (IFLA web site, K.G. Saur/De Gruyter) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA International Cataloguing Principles - Process • Project proposal – Cataloguing Section in 2001 • Working group and organisation of meetings of experts (2001-2003) • Meetings of experts: Europe 2003, Latin America 2004, Middle East 2005, Asia 2006, Africa 2007 • Worldwide review – 2008 • Final text proposal – validation by the Standing Committee of the Cataloguing Section - 2008 • Publication of the Principles in 2009 Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Worldwide review Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Comments form Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Process of the development of the IFLA Cataloguing Principles 1961 Paris Principles Regional meetings IME ICC Europe 2003 Latin America 2004 Middle East 2005 Asia 2006 Africa 2007 Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 IFLA Cataloguing Principles 2009 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN 4. Interaction between standards • Recent trend (10 years): more interaction between organisations, expert groups • More direct relations between standards organisation • Bibliographic area – changes in the production and use of bibliographic metadata • Also in other areas (performance measurement / quality assessment; preservation, national libraries) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN New bibliographic environnment • • • • • digital publications increase in libraries – need to catalogue and index these documents Open access of large quantity of metadata (autority and bibliographic records New standards and practices for the integration of these data in the semantic web (W3C standards) Convergence of libraries, archives and museum metadata IFLA standards – more open than those from standards organisation (less expensive, less rigid, truly international and can be reused fairly easily) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN New bibliographic environnment : impact on bibliographic standards Need to ajust standards: • Bibliographic: - Cataloguing: AACR RDA - Thésaurus / Subject heading lists: Standards on multilingual / interoperability: ISO 2788 + ISO 5964 ISO/WD 25964-12 Thésauri and interoperability with other vocabularies – Part 2: Interoperability with other vocabularies • Formats: - Communication and exchange: MARCXML - Web sémantique: RDF (SKOS) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Interaction between IFLA standards: cataloguing FRBR: • • • Significative impact on cataloguing rules: ISBD, cataloguing codes (i.e. RDA, Italian code), IFLA Cataloguing Principles (2009) Search interface (OPAC), WEB 2.0 Library systems architecture ISBD: • • Principal standard for the promotion of universal bibliographic control and bibliographic exchange ISBD required elements meet the FRBR requirements for a minimal national level for bibliographic records IFLA Cataloguing Principles: • Based on the conceptual model of the IFLA Functional Requirements for Bibliographic Records (FRBR) et Functional Requirements for Authority Data (FRAD) and Functional Requirements for Subject Authority Data (FRSAD) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Interaction between IFLA cataloguing standards FRBR ISBD FRAD IFLA Cataloguing Principles FRSAD Other national cataloguing codes (i.e. RDA, Italian code) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA and ISO TC 46 Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA et ISO TC 46 Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN 5. – New standards environment in IFLA • New standards unit for the management of IFLA standards • Management of ‘namespace’ for the management of IFLA standards publications in digital form Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Proposal for a new unit for the management of IFLA standards • In 2009, new IFLA professional structure: from 8 to 5 divisions • More difficult to manage standards in the new structure • Bibliographic sections in Division III – Library Services (11 sections) • Need for an independent unit, not linked to any particular division Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN New IFLA Committee on Standards Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN IFLA Committee on Standards Terms of reference Purpose • The IFLA Committee on Standards provides advice to the Board and IFLA units on the strategic and ongoing management of the Association’s professional Standards. The Committee forms the central focus for standards in order to raise the visibility of standards within and beyond IFLA, and to manage the development, maintenance, storage and access for all kinds of IFLA standards documents. Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Responsabilities • The Committee will: • Provide a central focus for standards in order to raise the visibility of standards within and beyond IFLA, eg. with ISO, AFNOR, DIN, etc. • Ensure the maintenance of standards through a common approach for their creation, translation, version control; ensure procedures for the initiation, development, validation and publishing of standards are current and widely available; • coordinate the development, maintenance, storage and access for all kinds of IFLA standards documents; Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Responsabilities (2) • Monitor and propose to Governing Board the validation of standards; provide support for professional units in the standards development and validation processes • provide support for the work of professional activities, policies and communication at IFLA HQ in relation to standards; • support IFLA’s strategic priorities, advocacy initiatives and any other IFLA ongoing activities; undertake strategic planning for standards; • manage the IFLA open access policy for IFLA standards documents; Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Responsabilities (3) • Ensure that digital versions of standards are accessable and stored in an appropriate IFLA website “portal” according to requirements as proposed by the current IFLA Namespaces Task Group, this to ensure compatibility of IFLA standards with the semantic web; • Ensure that a listing of standards according to categories and purposes, ongoing standards work (WGs) and publication information is maintained on IFLA’s website; • Provide advice to the Governing Board on IFLA representation in standards-related activities, including conferences, meetings, publications (inside and outside of IFLA) Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Responsabilities (4) • Organize a “standards” open program during IFLA WLIC • Promote IFLA standards through newsletter(s), IFLA website, ICBC, IFLA Journal and other means • Any other matters that may impact on IFLA’s Standards that are referred to the Committee by the Governing Board. Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Namespace for IFLA publications in the semantic web environment • Need to express bibliographic standards in the XML and RDF formats – to be use by research communities • Creation of a « IFLA Namespace » - URI identifier • Avantages: - Identification of the producer (IFLA) - Support for managing versions, translations and changes - Improved communication Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Conclusion – new challenges for IFLA • Implementation of the new IFLA publications policy: Open access of IFLA publications – revenue vs open access considerations • Repository of IFLA publications: work underway in developing a repository, with a special area for standards publications • Implementing « IFLA namespace » Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012 Département fédéral de l'intérieur DFI Office fédéral de la culture OFC Bibliothèque nationale suisse BN Conclusion (2) • On the basis of sales of IFLA standard publications and references to them, the IFLA model works well, except for … questions relating to open access • The next challenge will be in the bibliographic control of digital collections • New theme in IFLA strategic plan: convergence between libraries, archives et museum – standards implications? • Use of standards in the semantic web – need to protect the producer and the content Patrice Landry Standard bibliotecari in era digitale 15 giugno, 2012
