ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAF
1
Strategic direction/actionWho
SCS charged the Task Group on Evaluation Guidelines for Non-Latin Script References in Name Authority Records in August 2023, and its final report was arppoved in May 2025 ; SCS Task Group on Accessibility Information in Provider Neutral records charged in September 2023.
Progress to-dateFollow-up needed/commentsSCASCSSCTLDACIMACDEIAC
2
SD1Engage with broader communities of metadata stakeholders
3
1.1Broaden collaborative efforts with the library software and metadata providers, including both vendors and open source communities, keeping in mind accessibility and universal design principlesPoCo2023/2024PCC Task Group on Strategic Planning for AI/ML charged in December 2023 and final report was accepted in May 2024. New follow-up TG, PCC Task Group on AI and Machine Learning for Cataloging and Metadata was charged in September 2024.
4
1Establish a consultation group to allow for more robust reciprocal communication between the PCC community and the organizations who develop software that supports metadata functionality and/or produce metadata for libraries (this includes both for-profit companies and not-for-profit organizations)PCC Consultation Group for Library Systems and Vendors charged on October 2, 2023; group reestablished as an advisory committee in February 2025
5
2Advocate with providers for software developments that improve functionality for both library users and library personnel, while staying attuned to the practical system limitations articulated by those vendors
6
3Advocate for cutting-edge improvements without the loss of critical time-tested online catalog (OPAC) functionalities
7
4Revise and expand the array of resources promoted by PCC for the benefit of providersPCC Consultation Group for Library Systems and Vendors charged on October 2, 2023; group reestablished as an advisory committee in February 2025
8
5Ensure that all PCC policies and practices under development are generally compatible with functionality available in library service platforms that are in common use by the library community
9
6Investigate methods for endorsing certain categories of vendor-created metadata as “PCC acceptable”PCC Consultation Group for Library Systems and Vendors charged on October 2, 2023; group reestablished as an advisory committee in February 2025
10
7Establish a task group to initiate communication and collaboration between stakeholders involved with the development and implementation of cataloging and metadata applications of Artificial Intelligence (AI) and Machine Learning (ML) September 2024New follow-up TG, PCC Task Group on AI and Machine Learning for Cataloging and Metadata was charged in September 2024.
11
1.2Communicate with GLAM metadata communities outside of traditional libraries, as well as metadata communities outside of GLAMPoCo, SCS2023-2027
12
1Facilitate collaborations with non-GLAM metadata communities whose goals are aligned with the PCC (such as open-access digital humanities ventures); actively seek participation by representatives from these communities in PCC groups and pilot projectsSCS Task Group on Privacy in NARs charged in October 2023; the final report was accpted in April 2025.
13
2Encourage non-GLAM communities to utilize vocabularies created and maintained by GLAM communities
14
1.3Build a knowledge base of user experience (UX) norms in the library community and how they impact resource discoveryPoCo, SCA, ACLSV2024/2025
15
1Maintain awareness (through periodic environmental scans) of how MARC and non-MARC metadata is displayed and made available for searching, faceting, etc. in a variety of library discovery environments, paying special attention to how well these environments incorporate accessibility and universal design principles
16
2Consider creating and maintaining a bibliography of user studies in order to bolster collective knowledge of user needs and expectations (i.e., go beyond relying on anecdotal evidence and broad assumptions)
17
3Actively seek knowledge about UX needs for a variety of user personas, including those of different disciplines, education levels, linguistic background, format needs, etc.
18
4Engage with vendors (see Action item 1.1) to ascertain how UX norms inform their product development; actively seek common ground and shared understanding/valuesCould be integrated this into Advisory Committee for Library Vendors and Systems as one of their charges?
19
SD2Promote a culture of technological pluralism and sustained relevance
20
2.1Support the creation and sustainable development of high-quality metadata in a variety of encoding formats/structures/serializations, including MARC, BIBFRAME and other standardsSCS, SCA, SCT, LDAC, BIBFRAME Interoperability Group (BIG), PCC Working Group on Metadata Application Profiles, Share-VDE (SVDE) PCC Data Pool Evaluation Task Group2023-2027BIBFRAME/Linked Data Tactical Planning Meeting was happened November 6, 2024.with various LD stakeholder groups and the outcome document was published.
21
1Ensure documentation includes sufficient instruction to facilitate the implementation of policies and practices in both MARC and non-MARC environmentsSCS Task Group on Privacy in NARs charged in October 2023 and the final report was approved in April 2025. Working Group on Metadata Application Profiles tasked with creating MAP for Official RDA in June 2021.
22
2Continue to pursue interoperability of metadata encoded using different structuresShare-VDE (SVDE) PCC Data Pool Evaluation Task Group issued its final report in March 2023. BIG's work on interoperability of linked data is on-going.
23
3Create and maintain mappings between different metadata schema and ontologies in use by PCC members2022-2023SCA charged the PCC Task Group on BIBFRAME-to-MARC Conversion in March 2023. The final report was approved in October 2024.
24
4Pursue structural improvements to MARC formats that advance interoperability, such as the allowance of Unicode in the LC/NACO Name Authority File (NAF)
25
5Emphasize the benefits of Linked Data practices to the extent supported by the encoding structure; promote the benefits of Uniform Resource Identifiers (URIs) over crafting unique text strings e.g., for precisely identifying an entity, for maintenance stemming from terminology changesPoCo is revising the 2021 BIBFRAME statement as a follow-up task to the 2024 Linked Data Tactical Planning Meeting
26
6Support and promote the development of best practices for use of Artificial Intelligence (AI) and Machine Learning (ML) for cataloging and metadata workPCC Task Group on Strategic Planning for AI/ML charged in December 2023; Task Group on AI and Machine Learning for Cataloging and Metadata was charged in September 2024 to work on followup strategies.
27
2.2Continue to build a community of practice that supports identity/entity management workflows alongside traditional MARC-based authority controlSCS, IMAC2023-2027
28
1Encourage and facilitate widespread use of URIs in MARC authority records for persons, organizations, places, works and other entities, as well as in MARC bibliographic recordsSCT 2023-2024LDAC/IMAC URIs Guidance Subgroup completed its report in March 2023, which was approved by PoCo in June.
SCT Linked Data Training Task Group is working on training to promote use of URIs.
A new task group "PCC Task Group for URIs in MARC Implementation and Support" was charged in Feb. 26, 2024.
29
2Encourage broader PCC member participation in ISNI, Wikidata and similar emerging Linked Data-based ventures, as activities that form a part of a holistic, reimagined standard cataloging workflowSCT, IMAC2023-2027SCT Task Group on Linked Data Training charged in Dec. 2022.
30
3Create an identity management PCC program that functions in parallel with the Name Authority (NACO) and Subject Authority (SACO) programs; recruit for and promote this program broadlySCT, IMACIMAC created a program EMCO. EMCO Early Adopter Phase will start in Feb. 15, 2025
31
4Utilize and, where needed, advocate for reconciliation services to support URI-based linkages between data sources traditionally focused on by the PCC and other data sources where we want strategic connections
32
5Advocate for the improvement of real-time availability of LC-hosted Linked Data to external services used for metadata creation and reconciliation
33
2.3Enable the ongoing effective use of Resource Description and Access (RDA) by a broad community of metadata practitioners with varying levels of experience and trainingSCS, SCT2023-2027SCS charged the Task Group on Evaluation Guidelines for Non-Latin Script References in Name Authority Records in August 2023, and its final report was arppoved in May 2025.
RDA Implementation Task Group charged on November 9, 2023
Webinar series "Phase 1: PCC Introductory RDA Training Webinars (11 modules)" were provided from March 13, 2024 to May 22, 2024.
34
1Maintain robust and modular policy statements, metadata guidance documentation and other training materials for use with the Official RDA Toolkit (released 2020)SCS, SCT, PoCo 2022-2023PCC Task Group to Test Official RDA Toolkit issued its final report on October 10, 2023 (approved in November 2023)
SCS Pilot Group on CONSER Policies issued a preliminary assessment of deliverables on April 14, 2023
SCT Task Group on RDA Training: Monographs has created "Phase 1" Official RDA training modules (released December 14, 2023)
Working Group on Metadata Application Profiles tasked with creating MAP for Official RDA
New SCS Task Group on CONSER Policies for Official RDA in MARC being formed in January 2024.
35
2Maintain transparent processes for tracking changes to and for considering community feedback about PCC RDA documentationRDA Communications Committee2021-2027RDA Communications Committee maintains a public tracking form for proposals from the community to change PCC policy statements and metadata guidance documents, as well as questions and answers about these.
36
3Proactively seek feedback about PCC RDA documentation, giving special weight to the perspectives of those with less deep expertise and “insider” knowledgeDocumentation Survey Task Group issued its final report on October 23, 2023.
37
4In writing and structuring documentation, emphasize practical usability as well as task-based content that is optimized for just-in-time information seeking by time-pressed metadata practitioners
38
5Continue supporting flexible and extensible policies on shared metadata packages (e.g., bibliographic records) that “hybridize” different content and encoding standards
39
6Sustain and expand efforts to remediate legacy metadata for RDA and Linked Data compatibility
40
2.4Emphasize the high-impact aspects of cataloging work such as unique entity identification, entity relationships, subject analysis, use of faceted and other controlled vocabularies, and classificationSCS, SCT, LDAC2023-2027PoCo is revising the 2021 BIBFRAME statement as a follow-up task to the 2024 Linked Data Tactical Planning Meeting
41
1De-emphasize the pursuit of cosmetic/stylistic consistencies that lie outside of these high-impact areas, such as practices that do not directly impact the end user or that are duplicative
42
2Facilitate the implementation (both current and retrospective) of faceted vocabularies (e.g., Faceted Application of Subject Terminology (FAST), Medical Subject Headings (MeSH), Library of Congress Genre/Form Terms (LCGFT), LC Demographic Group Terms (LCDGT), LC Medium of Performance Thesaurus (LCMPT)) at the network level
43
3Evaluate, and as appropriate endorse for broader use, Linked Data vocabularies that lie outside of Library of Congress vocabularies, starting with vocabularies that: originate in other national libraries; support diversity & inclusion; are developed and maintained by expert communities; and/or meet any other important criteria
44
2.5Incorporate user experience (UX) and accessibility best practices into PCC metadata policiesPoCo, SCS, SCA, ACLSV2024-2027SCS Task Group on Accessibility Information in Provider Neutral records charged in September 2023.
45
1Ensure that the PCC considers the intended benefits to the end user when developing new policiesSCS charged the Task Group on Evaluation Guidelines for Non-Latin Script References in Name Authority Records in August 2023, and its final report was arppoved in May 2025; SCS Task Group on Accessibility Information in Provider Neutral records charged in September 2023.
46
2Proactively sunset duplicative and/or underutilized metadata encoding practices (e.g., fixed fields that duplicate information elsewhere in a MARC record); where sunsetting practices is not feasible, encourage the development of metadata editing tools that minimize duplicative human data entrySCA TG on Enhancing Metadata and Practices in MARC Bibliographic Records issued final report in January 2023.
47
SD3Reinforce the vitality of the cooperative
48
3.1Redefine what it means to contribute to the PCCPoCo2023-2024
49
1Implement alternative models of contribution, including non-MARC metadata production and other metadata project work, alongside traditional MARC record production. This will allow member institutions additional ways to sustain the level of PCC participation expected of themIMACIMAC released a framework for EMCO (Entity Management Cooperative); presentation occurred at 2/15/24 (Participants Meeting). EMCO Early Adopter Phase will start in Feb. 15, 2025
50
2Establish membership criteria that are more flexible and transparent, and less focused on rigid production quotas2024-09Updated governance document to reflect reduced production expectations across all four programs. CONSER Associate Level was removed and its members reclassed as Full Level members
51
3Investigate, and if appropriate implement, recommendations of the PCC task groups working in this area, for example the PCC Task Group on Required Contributions to the PCC2023Published framework on PCC Synchronous Programming, Member Relations, and the Future of the Operations Committee in September 2024. Formed a new Standing Committee on Membership and Programming in early 2025; this group will carry out recommendations of TG on Required Contributions.
52
3.2Actively seek greater participation from metadata practitioners that have been historically underrepresented in the PCCPoCo2023-2027
53
1Support individual participation in PCC programs outside of the auspices of institutional membership
54
2Recruit broadly for committees, advisory groups and task groups, going beyond those large, well-staffed institutions that have historically participated extensively in PCC workBeginning in 2023, PCC carries out an open call process for all committee appointments; April 2024 OCLC Virtual AskQC Office Hours presentation included a solicitation for volunteers
55
3Ensure that specialist metadata communities (including but not limited to those with existing PCC funnels) have a voice in PCC decision making; promote and support funnelsFunnels promoted at April 2024 OCLC Virtual AskQC Office Hours; presentation at Music Library Association 2024 Annual Meeting about general PCC operations (outside of music funnels)
56
4Create opportunities for (and reduce barriers to) service to the PCC at all experience levels, from committee internships to mentoring for leadershipBeginning in 2023, PCC carries out an open call process for all committee appointments, which includes the possibility of internship appointments.
Tracking volunteers using a general form.
57
3.3Establish and sustain ties with LIS graduate programs in order to recruit new professionals into PCC-level metadata workPoCo, SCT2025-2027
58
1Collaborate with graduate-level cataloging/metadata instructors to incorporate PCC practices and values into the curriculum
59
2Promote the equitable emphasis of both MARC-based and non-MARC-based metadata work in LIS instruction
60
3Encourage LIS programs to promote supplementary curricular content related to cataloging and metadata that goes beyond what they are able to offer in time-limited classroom instruction; this content could largely be based on PCC-created resources
61
4Investigate the brokering of internship/field work opportunities between PCC institutions and LIS graduate programs
62
SD4Transform the image of the PCC
63
4.1Consider renaming and/or rebranding the PCC to better reflect its emerging initiatives that go beyond the historical four-fold (and MARC-based) array of programs (BIBCO/CONSER/NACO/SACO)
PoCo2024IMAC working on a framework for EMCO (Entity Management Cooperative); presentation occurred at 2/15/24 (Participants Meeting)
64
1Emphasize the PCC’s role in training and advocacy, in addition to its historical role as a group of expert metadata producers2023-RDA workshops. and RDA communicationsCommunication with RSC and plans for outreaching
65
2Actively promote the PCC to communities of prospective participants, especially to those that may face barriers to engagementOCLC Virtual AskQC Office Hours sessions scheduled for April 2024, entitled "PCC and OCLC: overview and what's new"
66
4.2Evaluate the workflow for charging and tracking the work of PCC task groups, building on the process improvements achieved through the implementation of the transmittal sheetPoCo2023/2024TG guidelines revised in October 2023 and May 2024: https://www.loc.gov/aba/pcc/taskgroup/tgguidelines.html
New permanent volunteer form in use as of August 2024. Quick start guides on PCC Wiki give additional detail about the process of forming task groups
67
1Ensure that any needed follow-up work is articulated and planned as thoroughly as possible before groups are dischargedNew language added to TG guidelines and TG charge template describing possibility of follow-up phase for all newly-charged TGs
68
2Demonstrate that the PCC consistently follows through on the work of its task groups
69
4.3Engage the PCC membership and broader communities of metadata practitioners (on a global level) to ascertain how the PCC is or isn’t meeting the needs of its target membership base and other stakeholders (See also Action items 1.2 and 3.1)PoCo, SCMP2024/2025OpCo survey conducted in summer 2023; PoCo reviewed results
Virtual "At-Large" Session held on March 28, 2024 (pilot, as first in a series)
Held discussion about the future of OpCo and other synchronous programming at the OpCo meeting in May 2024
70
1Perform an environmental scan of work done by similar professional organizations (e.g., ALA Core), noting areas of overlap and redundancy; this may not only reveal opportunities for further collaboration, it will serve to prevent duplication of effort across communities
71
2Perform targeted outreach of PCC members outside of the United States and CanadaEasier to do after outcome of EMCO proposal?
72
3Perform ongoing assessment of all external-to-PCC liaison rolesPoCo Chairs assessing liaison roles in early 2025
73
SD5
Assess and improve how the PCC stores and shares knowledge
74
5.1Improve accessibility of both new and pre-existing PCC documentation and training materials, by exploring ways to make them amenable to different modalities of access (e.g., image-based, audio-based, screencasts, braille, etc.) and learning stylesSCS, SCT2025-2027
75
1Utilize content structures that enable both formal (classroom) and self-directed learning
76
2Incorporate tests/quizzes that allow learners to self-assess
77
5.2Promote PCC documentation and training materials beyond traditional PCC communication channelsSCT2023RDA communications committee sent the RDA Communications Bulletin to several cataloging lists in December, including information about implementation plan and PCC Introductory RDA training, and how to engage and provide feedback.
78
1Emphasize that PCC-created content is usable by everyone, and not just intended for existing PCC membersOCLC Virtual AskQC Office Hours sessions scheduled for April 2024, entitled "PCC and OCLC: overview and what's new"
79
5.3Develop a training/mentorship program that allows metadata practitioners of all backgrounds (regardless of PCC membership status) to engage with PCC expertise at the point of needSCT2024/2025Training and Mentorship Program Needs Assessment Task Group charged March 1, 2025
80
1Consider adding interactive mechanisms to documentation that allow information seekers to seamlessly ask questions and seek additional help
81
2Incorporate additional, innovative methods by which information seekers can ask for help (i.e., beyond the PCC-L list); such methods could include office/working hours, “Ask an Expert” webforms, etc.New feedback, question, volunteer form in use as of August 2024
82
3Develop training resources for learning more about or experimenting with AI Task Group on AI and Machine Learning in Cataloging and Metadata maintains a running list of AI learning resources
83
5.4Continue to assess and optimize the organization of PCC documentation across multiple environments, including the PCC website and PCC wikiPoCo, SCS, SCT2023-2027PCC Documentation Survey Task Group charged in February 2023; the PCC documentation survey was conducted from 4/26-5/17/2023. The group issued its final report on October 23, 2023.
Ongoing discussions about optimizing use of Google Drive for working documents.
PCC Task Group on Organization of PCC Documentation charge approved in May 2024. PCC Task Group on Organization of PCC Documentation was charged on June 10, 2024.
Training and Mentorship Program Needs Assessment Task Group charged March 1, 2025
84
1Balance the need for version control with historical/archival value; emphasize current information over older/superseded information
85
2Continually re-assess the structuring of information; streamline landing pages
86
3Articulate the distinct and respective functions of the LC-hosted PCC website and newer PCC wiki
87
4Thoroughly document processes for maintaining these web environments; incorporate skill redundancies and succession planningDocumentation Survey Task Group issued its final report on October 23, 2023, which identified documentation gaps
88
5Proactively identify and as needed rectify gaps in documentation (both current and historical)
89
6In all of the above, emphasize accessibility and universal design principles
90
SD6Assess and improve PCC operations through the lens of Accessibility, Diversity, Equity and Inclusion (ADEI) principles
91
6.1Increase awareness of ADEI issues as they relate to cataloging and to the PCCPoCo, EDIBA2023-2027EDIBA created accessibility guidelines for online meetings
92
1Consider revising the DEIAC’s charge to explicitly include accessibility alongside other DEI principlesDEIAC revised charge and changed name to Advisory Committee on Equity, Diversity, Inclusion, Belonging, and Accessibility (EDIBA) in November 2023
93
6.2Promote the PCC statement of DEI principles for libraries to use regarding their metadataPoCo, EDIBA2023Statement of principles promoted at OCLC Virtual AskQC Office Hours sessions scheduled for April 2024, entitled "PCC and OCLC: overview and what's new"
94
6.3Increase diversity of membership on PCC committees (including DEIAC) and task groupsPoCo, EDIBA2023-2027
95
1Survey PCC committees and task groups annually to determine current level of diversityDiversity surveys conducted in 2022 and 2023
96
2Investigate and implement strategies to recruit more diverse membership, including utilizing PCC funnels as talent poolsSCS charged the Task Group on Evaluation Guidelines for Non-Latin Script References in Name Authority Records in August 2023, and its final report was arppoved in May 2025.
97
6.4Explore partnerships with other organizations and institutions to participate in and promote ADEI initiativesPoCo, EDIBA2023-2027PCC Task Group for Metadata Related to Indigenous Peoples of the Americas charged in May 2023; SCS Task Group on Accessibility Information in Provider Neutral records charged in September 2023
98
1Compile list of organizations for potential partnerships
99
2Reach out to other organizations (including but not limited to National Indigenous Knowledge & Language Alliance-Alliance nationale des connaissances et des langues autochtones (NIKLA-ANCLA), OCLC, LD4 Ethics in Linked Data Affinity Group)
100
6.5Build a knowledge base of metadata practices that have been or should be evaluated and possibly identified for harm-reducing remediation efforts (sometimes referred to as “critical cataloging,” “reparative cataloging” or “reparative description”)EDIBA2023-2027PCC Task Group for Metadata Related to Indigenous Peoples of the Americas charged in May 2023, and its final report was approved in April 2025; SCS Task Group on Privacy in NARs charged in October 2023 and the final report was approved in April 2025; PCC Task Group on Vocabularies, Languages, and Scripts Related to Indigenous Peoples of the Americas was charged in June 2025.