Transcript New Rule for Cataloging Internet Resources

New Rules for Cataloging Internet
Resources:
The 2002 AACR2 and MARC21 Revisions
and How They Have Affected Electronic
Resource Cataloging
Association of Caribbean University, Research
and Institutional Libraries
May 27, 2004
Steve Shadle
University of Washington Libraries
[email protected]
Acknowledgements
Funds in support of this presentation were
made possible, in part, by the American
Library Association International Relations
Committee and the North American Serials
Interest Group (NASIG)
http://www.ala.org/ala/iro/internationalrelations.htm
http://www.nasig.org
2
Status: Rules/Documentation
• LC/PCC implemented the 2002 Revision
on December 1, 2002
• 2003 Revision has been published
• 2004 Revision will be published in August,
included in August Cataloger’s Desktop
update and implemented by LC/PCC on 1
September
3
Overview of Main AACR2 Changes
Chapter 1
Revision of general rules to accommodate continuing resources;
deletion of 1.4D4
Chapter 3
Revised to bring rules into alignment with existing practices; additional
and changed rules for cartographic electronic resources
Chapter 12
Major revision and new title: Continuing Resources; much of Hallam’s
Cataloging Rules for the Description of Looseleaf Publications
incorporated into the rules; rules for change in each area of description
Chapter 21
Revision of title change rules (now major/minor changes) and rules for
added entries
Glossary
New and changed definitions
Concepts and Definitions
5
Bibliographic Resource
New!
An expression or manifestation of a work
or an item that forms the basis for
bibliographic description. A bibliographic
resource may be tangible or intangible.
6
Continuing and Finite
New!
• Continuing Resource
“A bibliographic resource issued over time with no
predetermined conclusion. Continuing resources
include serials and ongoing integrating resources.”
• Finite Resource
• No formal definition
• A bibliographic resource issued once or over time with a
predetermined conclusion (completed within a finite
number of parts or iterations).
• Includes monographs and finite integrating resources
7
Monograph
Revised
A bibliographic resource that is complete in
one part or intended to be completed in a
finite number of parts.
Was:
A nonserial item (i.e., an item either
complete in one part or complete, or
intended to be completed, in a finite
number of separate parts)
8
Serial
Revised
A continuing resource issued in a succession of discrete
parts, usually bearing numbering, that has no predetermined
conclusion. Examples of serials include journals, magazines,
electronic journals, continuing directories, annual reports,
newspapers, and monographic series.
Was:
A publication in any medium issued in successive parts
bearing numeric or chronological designations and intended
to be continued indefinitely. Serials include periodicals;
newspapers; annuals (reports, yearbooks, etc.); the journals,
memoirs, proceedings, transactions, etc. of societies; and
numbered monographic series.
9
Integrating Resource
New!
A bibliographic resource that is added to or
changed by means of updates that do not
remain discrete and are integrated into the
whole. Integrating resources can be either
finite or continuing. Examples include
updating loose-leafs and updating Web
sites.
10
Updating Loose-Leaf
New!
An integrating resource that consists
of one or more base volumes
updated by separate pages that are
inserted, removed, and/or
substituted.
11
Iteration
New!
An instance of an integrating resource,
either as first published or after it has
been updated.
12
14
Cataloging Before 2002 Amendments:
Electronic Resources
Monographs
Electronic
Documents, etc.
(non-updating, static /
unchanging, discrete
resources)
Updating Web
Sites & Databases
(dynamic / changing
resources; new
“iterations” do not
retain discrete parts)
Serials
Electronic Serials
(retain discrete parts,
usually numbered)
Cataloging After 2002 Amendments:
Electronic Resources
Finite
Continuing
Monographs
Integrating
Serials
Electronic
Documents, etc.
Updating Web
Sites & Databases
Electronic Serials
(static, unchanging,
non-updating, discrete
resources)
(dynamic / changing
resources; new
“iterations” do not
retain discrete parts)
Finite (updated
for limited time)
(retain discrete parts,
usually numbered)
Ongoing (updated
indefinitely)
Scope of Chapter 12 (12.0A)
• Chapter 12 covers rules for all continuing
resources, whether successive or integrating
• Rules also cover the following categories of
finite resources:
– Publications of limited-duration events
– Reprints of serials
– Finite integrating resources
• Chapter 12 does not cover multipart items
18
Highlights: Chapter 12
• Called Continuing Resources
– Covers rules for serials and integrating resources
• Rules include provisions for and examples of
electronic resources
• Rules are more complete
– Include former RIs/CONSER/Hallam practice
• Each area ends with a rule for changes in that
area
19
Rule Example
12.1D3. Change in parallel title
a) Serials. If a parallel title is added, deleted, or changed on a
subsequent issue or part, make a note if the change is
considered to be important (see 12.7B5.2).
b) Integrating resources. If a parallel title is added, deleted, or
changed on a subsequent iteration, change the title and
statement of responsibility area to reflect the current
iteration and give any earlier parallel title in a note if
considered to be important (see 12.7.B5.2).
Entry Conventions
• Successive entry
– Used when cataloging serials
– New record created when entry changes
• Integrated entry
– Used when cataloging integrating resources
– Same record is used (new record is rarely
made)
– Changes shown in appropriate fields
21
When to create a new record:
Monograph
Each edition is complete in one discrete
part and content does not change
Record for
first edition
Record for
second edition
Record for
third edition
A new bibliographic record is created for each new edition
When to create a new record:
Serial
Each successively-issued part remains discrete
+
+
First Issue:
v. 1, no. 1
Second Issue:
v. 1, no. 2
Record for preceding title
+
Third Issue: v. 2, no. 1,
with major title change
Successive
Entry
Continuing
indefinitely
–no predetermined
conclusion
Record for succeeding title
A new bibliographic record is created only if a major
change in title or main entry, etc.
When to create a new record:
Integrating Resource
Updates are integrated into the whole
resource and do not remain discrete
The Early
Music
Web Site
Early
Music on
the Web
First Iteration
Later
Iteration
Integrating Entry
Web
Guide to
Early
Music
Latest (Current)
Iteration
The existing bibliographic record is updated
to reflect the latest iteration of the resource
Continuing
indefinitely
–no
predetermined
conclusion
Cataloging Treatment and
LCRI 1.0
25
Scope: LCRI 1.0
• Gives criteria for treating as monograph,
serial or integrating resource (includes
former LCRI 12.0A)
• What is being cataloged? What does the
bibliographic record represent?
• What is the type of issuance for the
aspect being cataloged?
[Note: Some of this material will be moved into
Chapter 1 with the 2004 AACR2 Revision]
26
Granular Updating Web Site
http:// lcweb.loc.gov /catdir /pcc /
Level 1
= domain level
Level 2
Level 3
= level selected for
description
Additional
sub-levels
nested within
Maintain consistency of description for this level
In Case of Doubt…
• About whether a resource is a serial or
integrating resource and there’s no
information about type of issuance, if it has
numbering (or a numbered edition
statement), catalog as a serial.
• Otherwise catalog as an integrating
resource
In Case of Doubt…
• About whether a resource is a
monograph or integrating resource and
there’s no information about type of
issuance, catalog it as a monograph
Monograph vs. Serial
Considerations include:
• Frequency
• Presence and type of numbering
• Likelihood of no predetermined conclusion
Note: resources related to limited-duration
activities are cataloged as serials provided they
have serial characteristics
Electronic Resources
Consider the form of issuance of the electronic resource itself
and not that of an original version
Catalog as serial
• Remote access resource with material added as discrete,
usually numbered issues or articles
• An "issue" can consist of a single article
• The resource might contain a listing of back volumes, back
issues, images of journal covers for sequential issues with
only the current issue available as a separate issue
Note: for resources locally mounted on networks, the record
should reflect the carrier and type of issuance as published
Electronic Resources
Catalog as an integrating resource:
• Remote access resource with material added,
changed or deleted via updates that do not remain
discrete
Catalog as a monograph:
• Remote or direct access resource complete in
one part or intended to be complete in a finite
number of parts (including “errata”)
Change in Type of Issuance
Publisher may decide to change the type of
issuance
• Monograph stored in a binder gets replacement
pages (monograph  integrating)
• Expanding a multipart so it no longer has a
conclusion (monograph  serial)
• E-serial becomes an updating web site (serial 
integrating)
Refer to LCRI 1.0 for instructions
Changes to AACR2 Chapter 9
Chapter Name and General
Material Designation
• Old name: Computer files
• New name: Electronic resources
• New GMD from chapter 1: [electronic resource]
[Note: Applies to all resources that are encoded for manipulation by
a computerized device]
Scope of Chapter 9
• Electronic resources:
– Often include components with characteristics found
in multiple classes of materials
• Cataloging description is therefore often based
on multiple AACR chapters
– Example:
• Serially-issued cartographic electronic resource
• Requires use of chapters 3, 9, and 12
Chief Source of Information [1]
• Old: the title screen
• New: the resource itself
– Any formally-presented evidence
– Prefer the source that provides the most
complete information
Chief source of Information [2]
Examples of formally presented evidence include:
•
•
•
•
•
title screen
main menus
program statements
initial display of information
home page
• the file header including
“Subject:” lines
• encoded metadata:
– TEI headers
– HTML/XML meta tags
• the physical carrier or its labels*
* “Label” = any information embossed into or permanently affixed to a physical
carrier by the publisher, as opposed to the container or a locally-added label
Title: Source and Variants Notes
• Source of title proper note (500)
– Required for all electronic resources
– New example added:
• Title from Web page (viewed May 29, 1999)
– Illustrates source of title note combined with item described
note
• Variations in title note and added entries (246)
– New example added [with MARC coding supplied here]:
• 246 1 $i Title in HTML header: $a American Birding
Association home page
Type and extent of resource (256)
• Area 3 for electronic resources
– Old name: “File Characteristics”
• Two parts, each with new name:
– Type of resource --3 possible terms:
• Electronic data
• Electronic program(s)
• Electronic data and program(s)
– Extent of resource --examples:
• Electronic data (1 file : 400 records, 1.5 megabytes)
• Electronic programs (1 file : 125 statements)
• Electronic data (2 files : 150, 200 bytes) and programs (1 file : 5250 bytes)
[Note: This area will be eliminated with the 2004 revision]
Type and extent of resource (256)
• LCRI 9.3B1:
– Do not use Area 3 for LC original cataloging of
electronic resources
– But accept it on copy
• Before 2001:
– 256
Computer data
• After 2001:
– 256 Electronic data
– Or: No 256 in record
Publication (260)
• Consider all remote access electronic resources
to be published
• All online resources will have place of
publication and publisher. If unknown:
260
$a [s.l. : $b s.n.]
Physical description (300)
• Currently not used as there is no physical carrier
to describe
• With 2004 Revision, catalogers can optionally
provide a physical description
300 $a 1 photograph : $b digital, TIFF file.
300 $a 69 p. : $b digital, PDF file.
300 $a 3 sound files : $b digital, mp3 file.
300 $a 1 electronic text : $b HTML file.
Nature and scope, system requirements,
and mode of access note (538) [1]
• First note for electronic resources
– New: “mode of access” added to name of note
• Mode of access:
– Mandatory for all remote access resources
– New: must begin with “Mode of access:”
– Two new examples added:
• 538 Mode of access: World Wide Web.
• 538 Mode of access: Internet via ftp.
Chapter 12 for Electronic
Resources
Catalogers of
• Updating Web sites
• Updating online databases
• Electronic serials
need to use both chapter 9 and chapter 12 to
describe the electronic and continuing aspects
Basis of the description for
Integrating Resources (IR)
Areas based on current
iteration:
Area based on first and/or
last iterations:
• 1. Title and statement of
responsibility
• 2. Edition
• 4. Publication, distribution,
etc. [except dates]
• 6. Series
• 4F. Dates of publication,
distribution, etc
Areas based on all
iterations and any other
source:
• 7. Note
• 8. Standard number and
terms of availability
Basis of the description for Serials
Areas based on first/earliest
issue:
Area based on first and/or
last issues:
• 1. Title and statement of
responsibility
• 2. Edition
• 4. Publication, distribution,
etc. [except dates]
• 4. Dates of publication,
distribution, etc
Area based on first and/or
last issues for each
sequence:
• 3. Numbering
Areas based on all issues:
• 5. Physical description
• 6. Series
Areas based on all issues
and any other source:
• 7. Note
• 8. Standard number and
terms of availability
Title proper (245 $a)
New rules for transcribing title proper
•
Do not transcribe introductory words not intended to be part of the title, such
as “Welcome to” ; instead give the title with these words in a note [1.1B1]
•
Correct obvious typographic errors and give title as it appears in a note
•
When title appears in full and in the form of an acronym or initialism, choose
the full form
– e.g., Equal Employment Opportunity Commission instead of EEOC
•
If resource is a part of another resource and bears both the common title and
its own section title, give both in that order, separated by a period.
– e.g., Program for Cooperative Cataloging. BIBCO home page
Other title information (245 $b)
• Transcribe only if considered to be important
– Cataloger can use judgment if other title information
appears dubious or likely to change frequently
• Do not transcribe if it consists only of words
relating to the currency of the contents, e.g.,
– 245 00 Database of current nonfiction book publishers
instead of:
– 245 00 Database of current nonfiction book publishers, through
2002
Edition statement (250)
• Give statements indicating regular revision or
frequent updating as frequency note, not as
edition statement
– Examples:
• Rev. ed. issued every 6 months
• Frequently updated
Dates of publication (260 $c)
Chapter 12 directs us to rules in revised 1.4F:
• Main rule focuses on whether or not first and/or
last iteration or issue is available to cataloger
– If so, record dates in 260 $c; if not, give in a note
instead (MARC 362)
• Optional rule allows for recording in 260 $c if date
can be readily ascertained --even if not from first/last
iteration
– LCRI1.4F8: apply this option to integrating resources
and multipart monographs on a case-by-case basis
when the resource includes an explicit statement
Common Date Scenarios for Integrating
Web Resources
1.
Single copyright date: © 2004

2.
Usually indicates current year, not beginning date of resource!
Range of copyright dates: © 1996-2004


2nd date usually = current year, is updated annually, is rarely
ending date of resource!
1st date usually = beginning date of resource

3.
Explicit statement of when resource was first on the Web

4.
Can be taken as an “explicit statement”.
E.g., “About” page has statement “… the Institute first mounted
this Web site in 1998 …”
No date information present anywhere in resource
Applying LCRI 1.4F8 for dates
• Beginning date is explicitly stated in resource:
– Record in 260 $c:
• 260
New York : $b Corona, $c 1998-
• Beginning date is not explicitly stated:
– Omit from 260 $c and give in a note if ascertainable:
•
•
•
•
260
362 1
362 1
362 1
New York : $b Corona
Began in 1998.
Began ca. 1998.
Began between 1992 and 2002.
 date certain
 probable
 approximate
Notes for continuing resources
• Consistent use of MARC tags for all continuing
resources, whether serial or integrating
–
–
–
–
–
–
310
321
362 1
247
550
547
Current frequency
Former frequency
Dates of publication when not given in 260 $c
Former title proper
Issuing body
Former title complexity
Publication note
• Use 362 with first indicator 1
– Unformatted note
– For publication dates when not recorded in
Area 4 (260 $c)
• Not same as 362 0
– Formatted numbering area for serials
Frequency of updates note
Always note the frequency of issues or updates
Serials:
310
310
310
Quarterly
Monthly
Irregular
Integrating resources
310
310
310
Updated quarterly
Continually updated
Updated monthly
Note: Use the word ‘updated’ to distinguish between
integrating resource updates and serial issues
MARC leader and control fields
Bibliographic Level:
• Code “m” = monograph
• Code “s” = serial
• New code “i” = integrating
– Not yet implemented by utilities
– Until implementation, continue to code integrating
resources as monographs
Control fields 006/008 for continuing
resources
• Add Serials 006 to all records for integrating
resources
– Until implementation of bibliographic level code “i”
– To code for the continuing aspects of the resource
• After implementation of bibliographic level “i”:
– textual integrating resources (type of record “a”) will
have serials/continuing resources 008 instead of
books/language monographs 008
006/008 OCLC Example (Text Web Site)
Current OCLC practice:
Type: a
BLvl: m
ELvl: I Srce: d Audn:
Ctrl:
Lang: eng
Form: s Conf: 0 Biog:
MRec:
Ctry: cau
Cont:
GPub:
LitF: 0 Indx: 0
Desc: a Ills:
Fest: 0 DtSt: m Dates: 2000,9999
T006: m Audn:
File: d GPub:
T006: s Freq: u Regl: u ISSN:
SrTp: w
Orig:
Form: s EntW:
Cont:
GPub:
Future OCLC practice:
Type: a ELvl: I Srce: d GPub:
Ctrl:
Lang: eng
BLvl: i Form: s Conf: 0 Freq: u MRec:
Ctry: cau
S/L: 2 Orig:
Entw:
Regl: u ISSN:
Alph:
Desc: a SrTp: w Cont:
DtSt: c Dates: 2000,9999
T006: m Audn:
File: d GPub:
Continuing Resource 006 elements
• New in 2002:
– Frequency code k (continuously updated)
– Type of continuing resource (formerly Type of
serial) codes:
• d (database)
• l (looseleaf)
• w (website)
– Entry convention (formerly Successive/latest
entry) code 2 (integrated entry)
Updating existing records to
reflect the current iteration of an
integrating resource
Integrated entry cataloging
• Existing bibliographic record is changed to describe
current iteration of resource
• Data elements of previous iterations recorded in notes
– if required or if considered important
• New bibliographic record created only for:
– Certain changes in edition
– Mergers and splits
– When there is a new work
Identification of iterations in notes
LCRI 12.7A2 (LC/PCC Practice):
• When a data element changes
– Give exact information about the timing of the change
if that information is readily available
– If not, use information already in the record to locate
in time the presence of the earlier data element.
• Give that information in angle brackets
• For electronic IR: use the date from the “viewed on”
information
Change in title proper [1]
• If any change in title proper occurs on a
subsequent iteration:
– 1. Change title/responsibility area (245) to
reflect current iteration
– 2. Give earlier title in a note (247 or 547)
• “in general”, meaning in most cases
• Include dates applicable to earlier title
Change in title proper [2]
MARC tags for notes on earlier titles proper:
• 247: Former title proper
– Use to generate title added entry in addition to note
– Use for title proper only
• 547: Former title proper complexity note
– Use for more complex situations or when a title added
entry is not needed.
Change in title proper example 1
Existing record:
• 245 00 $a Early music resources on the Web $h [electronic
resource].
• 500 ## $a Title from HTML header (viewed Jan. 5, 1999)
Same record updated:
• 245 00 $a Resources for early music $h [electronic resource].
• 247 10 $a Early music resources on the Web $f <Jan. 5, 1999>
• 500 ## $a Title from HTML header (viewed Apr. 15, 2001)
Change in title proper example 2
Same record updated again:
• 245 00 $a Resources for early music scholars $h
[electronic resource].
• 247 10 $a Early music resources on the Web $f <Jan. 5,
1999>
• 247 10 $a Resources for early music $f <Apr. 15, 2001>
• 500 ## $a Title from HTML header (viewed July 7, 2002)
Change in remainder of title
statement
Parallel title, other title information, statement of responsibility
• Always change title/responsibility area (245) to reflect
current iteration
• Make a note on earlier data elements only if considered
important
– 500: parallel and other title information; personal names
– 550: corporate body names
– 246: added entry for former parallel or other title information
– 700 & 710: added entries for former names
Change in publisher or place
Existing record:
• 260 New York : $b CoronaWeb, $c 1998• 500 Title from home page (viewed Oct. 23, 2000)
Same record updated:
• 260 Los Angeles : $b AXDC Online, $c 1998• 500 Title from home page (viewed Jan. 30, 2002)
• 500 Formerly published by CoronaWeb
– [note former publication info. only if considered to be important]
Changes that affect access points
Existing Record:
• 100 1 Reyes, Carlos, $d 1966• 245 10 CatWeb $h [electronic resource] / $c by Carlos Reyes.
• 500 Title from HTML header (viewed on Feb. 8, 1998).
Same record updated:
• 100 1 Reyes, Mary, $d 1967• 245 10 CatWeb $h [electronic resource] / $c by Mary and Carlos
Reyes.
• 500 Title from HTML header (viewed on Aug. 15, 2002).
• 700 1 Reyes, Carlos, $d 1976-
Questions about Electronic
Resource Cataloging??
The Aggregator-Neutral
Record
What is the Aggregator Neutral
Record?
One record that can be used to represent all
online manifestations of an electronic serial
– This is a separate record from the print
– CONSER will retain the option of using the
“single-record approach” to note and provide
access to the online version using the print
record
Why was it defined?
Some aggregations have bought up others,
negating the need for separate records
and causing confusion about what to do
with existing records
ScienceDirect Now Offers IDEAL Journals
Bringing you the best of both worlds
With the acquisition of Harcourt by Elsevier Science, IDEAL articles back to
1993 from 205 prestigious Academic Press journals, as well as titles from Mosby,
Churchill Livingstone and W.B. Saunders, are now available on ScienceDirect.
More Why was it defined?
• The creation of separate records reflects
the licensing arrangements of the
electronic versions
• As titles are transferred between
providers, the OCLC database will
become populated with records reflecting
a licensing history, but not providing
current description or access
And still more Why was it defined?
Few libraries want separate records
• Half of libraries use “single-record
approach” (online access on print record)
• Customer preference for single record
based on perceived user needs
• Are there bibliographic differences that
justify the creation and maintenance of
separate serial records??
Implementation
• CONSER implemented July 1, 2003
• CONSER documentation reflects
aggregator-neutral policy
• More info at:
http://www.loc.gov/acq/conser/agg-neutral-recs.html
What’s different?
• One record instead of many
• No notes or other data specific to a
particular aggregation, except URLs and
title added entries
• Moves closer to describing the “platonic
ideal” of an e-serial, rather than a
particular manifestation (identification vs.
description)
Implementation
• CONSER implemented 1 July 2003
• Goal is to both collapse duplicate records
and “neutralize” existing records
• OCLC will collapse and clean up existing
records
• Revised records and deletes will be
distributed via the CONSER database
• Significant clean-up has happened and will
be finished by end of 2005.
What will CONSER libraries do?
• If no record for a title exists, create a record
based on the publisher’s website if readily
available (or on the version available to
cataloger)
• If a record already exists, use that record (even
though it may not represent your provider),
neutralize the record and add your URL
• If multiple records exist, select one (prefer the
CONSER record) and add your URL; report the
duplicates for deletion and neutralize record
Scope of CONSER Database
• CONSER libraries will concentrate their
efforts on titles in serial packages with a
goal of having a record in the database for
every serial title in a “package”
• CONSER libraries will not add or maintain
records for titles that are only available as
part of a full-text (aggregator) database
Defining the Aggregator-Neutral
Record: General Principles
• Guidelines should be applicable to all e-serials
• Records will be created according to the same
principles as other serials
• Record identifies the serial and its online nature
• With the exception of 856, record represents
serial as available from all providers (data is
applicable to all manifestations)
• Records are clean and easy to find and use
Source of description
Preferred order
• Publisher’s site (ScienceDirect), when:
– It contains the full serial, and
– The earlier issues aren’t available elsewhere
• Host or archiving site (JSTOR, Ingenta)
– Prefer over publisher site when 1st issue is
included
• Record for the print
• Any other type of aggregation
Uniform Title (130/240)
• Do not use the name of an aggregator or
provider as a uniform title qualifier
• Use the same qualifier as in print version
record
130 0 Focus (Port of Spain, Trinidad and Tobago)
130 0 Focus (Port of Spain, Trinidad and Tobago : Online)
• OCLC Clean-Up: The aggregator/provider
name following the word Online has been
removed from all serial uniform titles in 130,
240, 6XX, 7XX and linking fields.
Title Proper (245)
• Transcribe as title proper the title that appears
on the first or earliest issue available from the
publisher (or provider used as the basis for
description).
• Only consider as possible major title changes
those that appear in the manifestation used as
the basis for description
• If there are multiple title presentations appearing
with the first/earliest issue, prefer the one
corresponding to the print version (if known)
Title Added Entries (246)
When the title proper of an e-serial differs
between providers, record the title not
chosen as title proper in title added entries:
246 1 $i Issues from some providers have title:
$a …
Place of publication and publisher
(260 $a/$b)
• Transcribe the first named place and
publisher in the first or earliest issue which
would be applicable to all versions of the
e-serial
• For a subsequently digitized serial, this will
result in the print version publisher being
transcribed
Dates of Publication (260 $c)
• Transcribe publication dates as found in
the serial, even when this is clearly the
publication date of the print version.
• Regard dates of digitization or online
availability as “dates of manufacture” and
do not transcribe.
• Continue to follow the AACR practice of
only transcribing publications dates when
first and/or last issue is available.
Numbering (362)
• If describing from first issue, use the
standard
362 0
• If the first issue has not been digitized or not
known whether it has been, use
362 1 Print began with …
Note: Electronic coverage notes will not longer
be used
Title Source Note (500)
Record an explicit indication of the provider in title
source and description based on notes. Also
record the file format if available in multiple
formats.
500 Title from title screen (publisher’s website, viewed Mar.
22, 2003).
500 Title from caption (IDEAL PDF, viewed May 20, 2003).
500 Description based on: Vol. 5, no. 1 (Jan. 1995); title from
contents (OCLC FirstSearch, viewed Jan. 10, 1998).
Provider Notes (500/550)
• Cease recording notes on agencies
involved in digitizing and/or making eserials available
• OCLC Clean-Up: Deleted all occurrences
of 500/550 beginning with Digitized by,
Digitized and made available by, Digitized
and made available through, Made
available by, Made available through, etc.
Access restrictions note (506)
• Cease recording 506 notes
• OCLC Clean-Up: Deleted all occurrences
of field 506 in e-serial records
Note: This note may still appear on
government publications to indicate that all
versions of a serial are classified, etc.
Type of computer file or data (516)
• Cease recording field 516
• OCLC Clean-Up: Deleted 516 field from all
e-serial records
Note: This note may be given for resources where the file
format or data type may be specific, unusual and will not
likely change over time or between manifestations.
Watch for further developments.
System details note (538)
• Cease recording System requirements
notes
• Continue to create Mode of access:
World Wide Web notes
Note: System requirements note may still be
appropriate for those resources which by
their nature have “special” requirements
General comment on deleted notes
The Task Group was keeping several criteria in mind
in making recommendations:
• What information is typically different from provider
to provider, or conversely
• What information is common too all manifestations
of an e-serial
• What information changes over time (thus requiring
record maintenance)
Field 856 $z is the alternative place to record much of
the provider-specific information
Provider Added Entries (710/730)
• Cease using 710/730 to trace the name of
providers and the titles of provider
packages
• 710/730 in OCLC e-serial records have
already been deleted using identified
aggregator lists
Electronic location & access (856)
• Decision: CONSER will add and maintain URLs for
titles on publisher’s web sites, host sites, etc.
• Decision: CONSER will not add or maintain URLs
for title in article-based databases unless that
database was used as the basis of description
• Decision: If contents are split among multiple
providers, give coverage data in $3
• CONSER will not add or maintain URLs which are
institution or consortia specific unless the record
would contain no URL. In this case, record access
information in 856 $x/$z (specific practice to be
determined)
Cataloging Resources
PCC Integrating Resource Cataloging Manual:
http://www.loc.gov/catdir/pcc/bibco/irman.pdf
CONSER E-Serials Cataloging Manual:
http://www.loc.gov/acq/conser/Module31.pdf
Serials Cataloging Cooperative Training
Program (SCCTP)
http://www.loc.gov/acq/conser/scctp/home.html
Questions About…
• The Aggregator-Neutral Approach??
• Electronic Serials Cataloging??
• Online Resource Cataloging??
Thank you for your kind patience!!