OCLC CJK Users Group 1997 Annual Meeting
Saturday, March 15, 1997
Columbus CD East Tower Room
Hyatt Regency Chicago
Chicago, Illinois

(Continental Breakfast provided)

Agenda


8:00-8:30 a.m.        CONTINENTAL BREAKFAST

 
8:30-9:30 a.m.        CHAIR'S REPORT 

 
    8:30-8:45 a.m.            Chair's Report (James Cheng)
    8:45-9:00 a.m.            Election results of new Chair Elect and other officers 
                                        (James Cheng)
    9:00-9:15 a.m.            Report on RLG East Asian Studies programs and activities                                     
                                        (Hideyuki Morimoto)
    9:15-9:30 a.m.            OCLC Report on discussions with LC regarding Pinyin  
                                        (Hisako Kotaka)


9:30 - 10:30 a.m.      PROGRAM COMMITTEE MEETING 


    9:30-9:35  a.m.           Introduction  (Hideyuki Morimoto)
    9:35-9:40  a.m.           OCLC CJK Users Group WWW Site  (AbrahamYu)
    9:40-9:55  a.m.           Cooperative Analytics Project  (Wen-ling Liu and Meng-fen Su)
    9:55-10:10 a.m.          Received Enhancement Requests to OCLC CJK Plus 
                                        Functionality  (Hsi-chu Bolick) 
  10:10-10:15 a.m. 	    Chinese Studies Electronic Datafiles for Loading to OCLC 
                                        (Karen Wei)
  10:15-10:20 a.m.          Japanese Studies Electronic Datafiles for Loading to OCLC 
                                        (Hideyuki Morimoto)
  10:20-10:30 a.m.          Questions/Answers and Discussion


10:45 - 12:30 p.m.    OCLC REPORTS 


   10:45-11:30 a.m.         Annual Report (Gary Houk)
                                        --> Brief report on OCLC System and International Activities
                                        --> Overview of OCLC Access Services Plans
                                        --> Overview of OCLC Strategic Plans
   11:30-11:35 a,m.	    ICBU Overview & Status (Hisako Kotaka)
   11:35-11:50 a.m.         CJK 3.0 Overview & Status (Hisako Kotaka)
   11:50-12:10 p.m.         CJK 3.0 Development Issues (Marty Withrow)
   12:10-12:20 p.m.         CJK OPAC Program (Bill Carney)
   12:20-12:30 p.m.         CJK Software Licensing (Shirley Hyatt)

Minutes

Users Group Officers, 1995-97:

  • Chair: James Cheng, University of California, Los Angeles
  • Vice Chair/Chair Elect: Abraham J. Yu, University of California, Irvine
  • Chinese Officer: Karen Wei, University of Illinois, Urbana-Champaign
  • Japanese Officer: Hideyuki Morimoto, University of California, Berkeley
  • Korean Officer: Philip Melzer, Library of Congress
  • Member-at-Large: Wen-ling Liu, Indiana University

    • CHAIR'S REPORT

    James Cheng, Chair of the Users Group summarized the major developments of the Users Group during the past two years:

    1. The OCLC CJK Users Group Listserv has become a critical means of communication among OCLC CJK users.

    2. Under the leadership of Abraham J. Yu, the OCLC CJK Users Group Home Page was recently developed and mounted on the World Wide Web.

    One of the major initiatives of the Executive Board during this period was to expand the OCLC CJK system to include public services functions as well as technical services. This suggestion was favorably received by OCLC. The OCLC CJK Public Access Pilot Project is now in the test mode, with further modifications forthcoming. Mr. Cheng pointed out that OCLC now contains close to 1.5 million CJK records, which is a very large national database suitable for cataloging, reference, and inter-library loan services.

    Mr. Cheng also reported on attempts by the OCLC CJK Users Group members to develop closer working relationships with colleagues using the RLIN CJK system. The results of these attempts were not satisfactory. He asked OCLC CJK members to ask the new officers of the Users Group to see whether or not a joint forum among OCLC CJK and RLIN CJK users will be beneficial in the near future.

    Mr. Cheng encouraged the OCLC CJK system users to become members of the OCLC CJK Users Group and participate in the Group's activities. He pointed out that the OCLC CJK system is no longer useful only to East Asian cataloging staff. As we enlarge the OCLC CJK system to include the public services module, he encouraged more public services staff, including reference librarians, bibliographers, and circulation staff to participate in the Group's activities and to contribute their ideas for the development and enhancement of the OCLC CJK system.

    Gary Houk, Vice President, OCLC Services, presented the Users Group Executive Board members with a certificate of appreciation for their dedication and leadership during the past two years.

    James Cheng then announced the 1997-99 Users Group Officers as a result of the election. Abraham J. Yu of the University of California, Irvine, will automatically succeed to the Chair position from the position of Vice Chair/Chair Elect after this meeting. The newly elected officers for 1997-99 are:

  • Vice Chair/Chair Elect: Hideyuki Morimoto, University of California, Berkeley
  • Chinese Officer: Yu-Lan Chou, University of California, Berkeley
  • Japanese Officer: Scott Harrison, University of Washington
  • Korean Officer: Joy Kim, University of Southern California
  • Member-at-Large: Hsi-chu Bolick, University of North Carolina at Chapel Hill

    • Abraham J. Yu, the incoming Chair thanked James Cheng, the outgoing Chair and his predecessors Karl Lo and Eugene Wu for their outstanding leadership and contributions to the Users Group. With Henry Ford's motto: "Coming together is a start, getting together is progress, and working together is success," Abraham stressed that the Users Group should work together to carry out "ongoing" and new projects. He expects that the Users Group will continue to have successful years ahead.

    Hideyuki Morimoto of the University of California, Berkeley reported on the meeting of the RLG CJK Users Group, that was held the day before this meeting.

    Hisako Kotaka, OCLC CJK Product Manager, reported on a meeting between representatives of OCLC and the Library of Congress concerning switching from the Wade-Giles romanization system to pinyin. LC initiated the discussion, believing that the shift to pinyin has been world-wide and that now was an appropriate time to revisit the issue. OCLC has begun planning meetings, and urged users to discuss, within their libraries, how best to approach the issue. OCLC will approach the topic cooperatively, seeking a long-term solution. OCLC CJK Version 3.0 will provide a short-term solution to the strongly-expressed user need to provide pinyin romanization to end users, by making Karl Lo's Wade-Gile to pinyin conversion program available at the workstation level.

    PROGRAM COMMITTEE MEETING

    Hideyuki Morimoto, Chair of the Program Committee, opened the session and introduced projects undertaken by the Users Group in the past year.

    Abraham J. Yu of the University of California, Irvine, reported on the establishment of the OCLC CJK Users Group Home Page, describing its purpose and contents, as well as its links to other Internet resources. He emphasized that Internet resources are important for resource sharing. The User Group Home Page was proposed and developed in order to make the Users Group documents accessible electronically from anywhere at any time in any place.

    Abraham thanked the Executive Board members for their support and encouragement. He also expressed appreciation to individuals who played a part in the success of the Home Page. Those individuals are: Edward Martinique of the University of North Carolina at Chapel Hill and Joy Kim of the University of Southern California for providing the minutes; Fung-yin Simpson of the University of Illinois, Urbana-Champaign for suggesting links; Yu-Lan Chou of the University of California, Berkeley and Sarah Elman of the University of California, Los Angeles for providing valuable input on design and layout; Karen Wei of the University of Illinois, Urbana-Champaign for furnishing the general membership list and proofreading the Home Page.

    Abraham stated that the Home Page has a new feature, allowing users to update their address by clicking the Membership Application/Address Change button and fill in the form. He also encouraged Users Group members to send him comments and suggestions for the improvement of the Home Page. Abraham invited everyone to use the Home Page as one of his/her reference tools to access Internet resources in his/her daily life. The URL of the Users Group Home Page is at:

    Wen-ling Liu of Indiana University reported on last year's developments in cooperative cataloging project for big-set analytics. She suggested to the participants that they should follow the core level standards for such analytics. She also made a report, on behalf of Anthony Ma, about analytics efforts at the University of British Columbia. At the end, she urged members to take part in LC's Program for Cooperative Cataloging.

    Meng-Fen Su of Harvard-Yenching Library reported on the progress of Chinese title analytics in conjunction with the Harvard-Yenching retrospective conversion project. To date, 17,000 Korean and 42,500 Chinese records have been retrospectively converted.

    Hsi-Chu Bolick of the University of North Carolina at Chapel Hill analyzed users' enhancement requests and forwarded them to OCLC. She reported that most responses addressed the desire to have the CJK functionality being brought to the same level as other PRISM services soon.

    In response to the enhancement requests from the Users Group, OCLC provided answers to each question at the annual meeting. The answers are based on current 2.10a software design, and future design considerations for OCLC CJK Software, version 3.0 and beyond. (Note: For the list of enhancement requests please see appendix at the end of the minutes. For the list of answers from OCLC please check OCLC CJK Website )

    Karen Wei, Chinese Officer; Hideyuki Morimoto, Japanese Officer; and Philip Melzer, Korean Officer then enumerated Chinese, Japanese and Korean datafiles which had been recommended by the Users Group for loading onto OCLC. It was suggested that the Users Group prioritize the lists and explain the availability and potential uses of the datafiles to facilitate decision-making by OCLC.

    OCLC REPORTS

    Gary Houk , Vice President, OCLC Services, provided a brief report on OCLC system and international activities. 141,000 CJK records were added to the database last year. CJK records, some 1,415,814 records in all, now comprise 5% of the total database; 298,000 of these (21%) were provided by LC.

    In speculating on future directions in the next several years, Mr. Houk saw an environment in which proprietary options would be eliminated in favor of open network options, with a standardized and commonly used TCP/IP protocol. Desktop users would need Pentium-based workstations to keep up with system changes, as OCLC gears its future direction to changes in Microsoft technology. The OCLC vision for the future is, "To provide seamless, reliable access to bibliographic, abstract, and full-text information when and where members need it, at a price they can afford."

    Hisako Kotaka , OCLC CJK Product Manager, provided an overview of OCLC CJK 3.0. This upgrade seeks to comply with industry standards, to support OCLC users, and to streamline the development strategy. It responds to user needs and concerns, featuring online and batch mode processing; and CJK local files for cataloging, acquisitions and public access. Other users' enhancement requests will be investigated for possible inclusion.

    Marty Withrow, Director of Technical Services Development Division, detailed features of OCLC CJK 3.0. It will feature a common architecture to speed development: a 32-bit application running under Windows 95 or NT. A Wade-Giles to pinyin conversion program may be performed at the workstation level. A local file manager will make several options for local file searching available. There will also be a number of batch processing options, such as printing and exports.

    Bill Carney, Passport Product Manager, described the OCLC CJK Public Access Pilot Project, which provides the means to search and display CJK vernaculars on non-technical services terminals. Twenty-two libraries are members of the project. The test is scheduled to end on July 1, 1997. So far, the project has gotten favorable reviews from participants.

    Shirley Hyatt, Manager, Product Services Department, announced that OCLC CJK software pricing was being lowered from the FY96/97 price of $2,000 per workstation to a FY97/98 price of $395 per workstation, and $1,395 per site license with unlimited number of workstations which includes OPAC access. She estimated that savings for OCLC CJK libraries range from $1,605 to $12,605. The average saving is $3,800 per library. She also announced a workstation replacement program that offers a discount, through June, of $750 off of the purchase price of an OCLC workstation. These announcements were very well received by those in attendance.

    Following the meeting, the incoming and outgoing Executive Board members hosted a Chinese seafood luncheon for OCLC CJK staff on the magnificent Michigan Avenue of Chicago. The luncheon was in appreciation of OCLC's vigorous efforts in developing and improving CJK software features as well as providing outstanding, timely, and friendly services.

    Respectfully submitted,

    Philip Melzer
    Library of Congress (Recorder)

    Appendix:

    ENHANCEMENT REQUESTS FOR OCLC CJK SOFTWARE

    Contents:

    1. System
    2. CJK Software Functionality
    3. Data Interchangebility and Questions

    1. SYSTEM

    1.1. Improve response time when retrieving card production file, and from card production file back to OLUC.

    1.2. OCLC has stated in the past that CJK Plus 2.10 can be run on OS/2 as well as Windows. What operating systems will CJK 3.0 support?

    1.3. Is there a logon script for the ISDN connection?

    1.4. Does OCLC plan to offer batchload capabilities in CJK 3.0? Batchload processing is more economical and less of a hassle to deal with than the Internet connection.

    1.5. Is it possible to use a scanner and OCR software to scan the title page/colophon information? Can an optical pen be used to write characters in for searching?

    1.6 Will CJK 3.0 allow word processing functions, such as allowing users to produce the desired book list or bibliography with CJK scripts by extracting information from OLUC bib records?

    1.7 The CJK character set is too samll. Will OCLC assume leadership in expanding this set?

    2. CJK SOFTWARE FUNCTIONALITY

    2.a. Editing, Searching and Display

    Summary:

    The collected requests can be generally summarized into 2 categories: A) urging that OCLC CJK Software support /provide the same level of functionality as seen in regular OCLC Passport for Windows. B) Improve/upgrade the basic cataloging functionality in CJK Software that increases user-friendly and multitasking aspects of the system.

    2.a.1. Make "NEW" command work for cross formats usage. (e.g. Being able to use "NEW" command to create a serial record based on a monographic record, etc. The regular PRISM allows this function, but not CJK Software).

    2.a.2. Be able to create and save the "constant data" on local disk drive for offline editing, retrieval, and identification.

    2.a.3. Provide the "ALA Character Selection" feature in the menu bar, like the one provided in Passport for Windows.

    2.a.4. Include the Undo function that is standard in all other Windows applications.

    2.a.5. Have Break/Cancel functions for Logoff, Search, Produce, and Replace commands. (A function that reverses the command during its course of executing searching, producing, or replacing, etc.)

    2.a.6. Support "Scan (phrase searching)" feature for all name searching, and key word searching in OLUC.

    2.a.7. Extend the use of qualifiers in the Phrase (Scan) and Key-word searching. (Note: Qualifiers works fine under derived search keys which most users would like to avoid if not for its lower cost in searching.)

    2.a.7a. Be able to limit keyword searches by cataloging agencies, like DLC, etc.

    2.a.8. Expand keyword searching to include the CJK characters.

    2.a.9. Support class number search, such as what is available on the CAT CD450.

    2.a.10. Expand Boolean capabilities of or and not during keyword searching.

    2.a.11. Be able to Cut/paste or copy/paste from the OLUC to the authority file for searching and local editing. (Requesters note: Cut/paste or copy/paste from authority to OLUC is currently available on CJK Software. However, we do need to add some local information to the authority record before downloading into local system.)

    2.a.12. Have vernacular display in the Phrase Index.

    2.a.13a. Improve the display on the Search Mode. Instead of the catalog card, display field labels in front of each field. For example:
      Author: xxx
      Title: xxxxx

    2.a.13b. To have OCLC CJK public display in citation/bibliography format.

    (Note: The search result displayed in card format on screen is nice for users who are familiar with the card catalogs, but information on the card format can't be manipulated for further uses. Users would like to have the download feature to capture the data to a local floppy drive or FTP to their account in appropriate format for integrating into word-processing or the like. (the USMARC format isn't useful at all on this purpose. ASCII or Procite will be much more helpful.))

    2.a.14. Remove non-local call number from the CJK card form display in Search Mode, and replace with the local call number.

    2.b. Dictionary

    2.b.1. To have online spelling checker/dictionary available.

    2.b.2. Expand Constant Data capability to allow users to create dictionaries of used phrases. This is available in some CJK applications, such as TwinBridge. (Note from the requester: Right now we can create macros for some commonly used names/terms. However, when the number of macros gets big, it is hard to remember what's for what.)

    2.b.3. Expand/replace the current CJK Character dictionary to Phrase/Word dictionary, which allows vernaculars be entered in phrases or words, not just character by character. In addition, make it possible to automatically convert vernaculars to appropriate correspondent romanized data when vernaculars are entered first, and vice versa.

    2.c. Save file & Reconfiguration file

    2.c.1. Will CJK 3.0 be able to search save file by title/author? (When no save # was recorded, the retrieval of saved record is difficult in large centralized cataloging centers that shares the save file.)

    2.c.2. Will CJK 3.0 allow the edit of records marked "E" in the card production file, or will it be able to cancel these records only after the card set has printed satisfactorily?

    2.c.3. Will CJK 3.0 be able to view the save file contents when in the reconfigure screen?

    2.d. Printer

    Will CJK 3.0 be able to use other printers other than the Okidata 393 Plus to print card sets?
    (Note: Currently, setup for printers other than Okidata 393 for card printing is difficult and cumbersome.)

    3. DATA INTERCHANGEBILITY AND QUESITONS:

    3.a. Will OCLC WebZ be able to search CJK data? What about FirstSearch?

    3.b. Is there any difference between the OCLC CJK Software export and Passport for Windows in USMARC format?
    (Requesters note: We are downloading authority records from OCLC to our local system, but found it only works on the Passport for Windows. Our local system can not take the CJK Software export format.)

    3.c. Can we use any software in conjunction with the OCLC CJK Software to create authority records automatically at the time of creating bibliographic records? There are several software packages already in place for Western language book cataloging for this purpose. Will this issue be taken into consideration in the development of the OCLC CJK 3.0?

    3.d. Our local Innopac system uses the "5th generation" Canjie inputting system for keying CJK characters, while the OCLC system is using the "3rd generation" Canjie inputting system. As a result, there are numerous characters which are input with different codes in two systems. Is OCLC planning to upgrade its software to the latest generation, or offer the individual libraries a choice regarding which generation to use?