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Slide 1
Description of Continuing Resources: Serials
Slide 2
New and revised AACR terms pertaining to Continuing Resources
Bibliographic resource 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. Continuing
resource A bibliographic resource that is issued over time with no
predetermined conclusion. Continuing resources include serials and
ongoing integrating resources.
Slide 3
Terms Integrating resource 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 may be
finite or continuing. Examples of integrating resources include
updating loose-leafs and updating web sites. Iteration: An instance
of an integrating resource, either as first published or after it
has been updated.
Slide 4
Terms Monograph A bibliographic resource that is complete in
one part or intended to be completed in a finite number of parts.
Multipart item A monograph, complete or intended to be completed,
in a finite number of separate parts. The separate parts may or may
not be numbered.
Slide 5
Serial 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.
Highlights of the 2002 AACR amendments pertaining to continuing
resources More rules and guidance for Continuing resources have
been incorporated into chapter 1. Chapter 12 is now called
Continuing resources. Covers rules for serials and integrating
resources Serials are still described from the earliest issue.
Integrating resources are described from the latest iteration.
Rules include provision for and examples of electronic resources.
Rules are more complete. Now include things that were previously
only in rule interpretations and CONSER
Slide 8
Highlights of the 2002 AACR amendments pertaining to continuing
resources New and revised definitions More resources can now be
cataloged as serials Descriptive rules include more provisions for
minor changes over time and allow more flexibility No longer using
the term title changes. Now are looking at things as major and
minor changes. More things are now considered minor changes, so
this should result in fewer title changes.
Slide 9
What is being cataloged? The first thing to do before
cataloging anything is to determine what is being cataloged. Answer
these two questions. What part of the bibliographic resource will
the bibliographic record represent? A resource may not be part of a
larger resource; it may stand on its own. In that case the
bibliographic record should represent only that resource. A
monograph
Slide 10
What is being cataloged? A resource may be part of a larger
resource. One part of a mutipart item One analytic of a monographic
series One of several separate resources on a web site The
bibliographic record could represent the smaller resource (a
monograph in a series) or the larger resource (a serial or an
integrating resource)
Slide 11
What is being cataloged? What is the type of issuance of the
resource? It may be appropriate, after one or more bibliographic
records have been cataloged, to change the cataloging decision.
Recatalog a monograph as a serial, etc. Also, the publisher may
change the type of issuance of a bibliographic resource. Type of
issuance: Type of issuance refers to how the bibliographic resource
is published, distributed, or produced, and, if it is updated, how
it is updated.
Slide 12
Three types of issuance: Monograph A bibliographic resource
that is complete in one part or intended to be completed in a
finite number of parts. The separate parts may or may not be
numbered. Use rules in AACR chapter 1 and the chapter(s)
representing the carrier. i.e. sound recording chapter 1, 6; video
chapter 1, 7; online map chapter 1, 3, 9
Slide 13
Three types of issuance: Serial A continuing resource issued in
a succession of discrete parts, usually bearing numbering, that has
no predetermined conclusion. Use rules in chapter 1, chapter 12,
and the chapter(s) representing the carrier. i.e. annual plat books
chapter 1, 3, 12; online journal chapter 1, 9, 12
Slide 14
Three types of issuance: Integrating resource 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 finite or continuing. Use rules in chapter 1,
chapter 12, and the chapter(s) representing the carrier. i.e.
updating loose-leaf chapter 1, 2, 12; most web sites chapter 1, 9,
12
Slide 15
Monographic vs. serial treatment OCLC allows for a resource to
be cataloged as a monograph and a serial. If a monographic record
for a resource exists, you may create a serial record and vice
versa. OCLC does not consider these to be duplicate records. Some
advantages to serial treatment of a resource: Economy All issues
are represented by one record (at least until the title changes)
Access Giving the serial one classification number will keep all
the issues together on the shelf regardless of title changes
Slide 16
Monographic vs. serial treatment Some disadvantages to serial
treatment of a resource: Economy If the resource experiences
frequent title changes it is more economical to catalog as a
monograph because the records do not have to be closed out, etc.
each time the title changes Access Serial treatment of a resource
gives less access in the catalog to the item because one record
must serve for all the issues. If there is material specific to
each issue, i.e. different subject matter, different authors, it
may be preferable to catalog as a monograph.
Slide 17
Definition of a Serial (AACR2, Glossary): A continuing
resource: issued in a succession of discrete parts usually bearing
numbering that has no predetermined conclusion.
Slide 18
Important elements of the Definition Succession of discrete
parts Usually bearing numbering No predetermined conclusion
Slide 19
Publication should meet all three criteria Resource is issued
in a succession of discrete parts A serial consists of separate
issues, each of which stands alone It is important that the issues
or parts remain discrete. This is one of the primary differences
between serials and integrating resources
Slide 20
Publication should meet all three criteria Resource usually
bears a numeric and/or chronological designation Numeric or
chronological designation is a number or date given in a prominent
position on the publication that distinguishes each individual
issue Designation is used to identify each issue for check-in,
organization, and retrieval
Slide 21
Publication should meet all three criteria Resource has no
predetermined conclusion No predetermined conclusion does not mean
it will never end only that the publisher had no intention of
ending it. A periodical that only lasts 3 issues is still a serial.
This is often the most difficult of the criteria to determine
Slide 22
What is a serial? Anything that comes out in bits and pieces
and in fits and starts for an indefinite period Continues
indefinitely Evolves over time Needs space! A serial is a
publication issued over a period of time, usually on a regular
basis (for example, weekly) with some sort of numbering used to
identify issues (for example, volumes, issue numbers, dates).
Slide 23
What is a serial? (cont.) A serial, unlike other multi-volume
publications such as encyclopedias or the complete works of
literary authors, does not have a foreseeable end. Examples of
serials include popular magazines (Newsweek), scholarly journals
(Journal of the American Medical Association), electronic journals
(The Scientist), and annual reports.
Slide 24
What is a Serial? Some publications are obviously serials, such
as Newsweek. Some publications are obviously not serials, such as
The Bible. The categorization of treatment for many other
publications is not so obvious and will require a certain amount of
investigation and decision making in order to determine the most
appropriate treatment.
Slide 25
Microsoft Word Spell Checker Serialist = Surrealist ??
Slide 26
Serial Identifying Characteristics ISSN: 1096-6919 0895-495X
frequency in title: AB Bookmans weekly Annual report of the Academy
of Sciences of Estonia Yachting monthly
Slide 27
Serial Identifying Characteristics (cont.)
enumeration/chronology: Volume 28 Vol. 32, No. 10 September 1997
Spring 1997 1998-1 year(s) of coverage: 1997 (item published in
1998)...for the fiscal year 1995...covering the period July 1978
through June 1979
Slide 28
Serial Identifying Characteristics (cont.) intent to continue
publishing: Preface: The inaugural issue of Advances in the Theory
of Computation and Computational Mathematics... Future volumes of
ATCCM... certain titles: Advances in... Developments in... Progress
in... Trends in...
Slide 29
Types of Serials Periodicals A serial appearing or intended to
appear indefinitely at regular or stated intervals, generally more
frequently than annually, each issue of which normally contains
separate articles, stories, or other writings. Commonly what we
think of as magazines Electronic journals Annual reports and
recurring reports of activities Many agencies, businesses, and
institutions issue a report on a regular basis, such as an annual
or biennial report. Directories, yearbooks, and other similar
reference works Many reference works such as directories and
yearbooks are issued regularly to be kept up-to-date. Such
publications are often identified by a number or date accompanied
by the word edition. Reference works that are issued irregularly or
infrequently (usually if the editions are published three or more
years apart) are usually cataloged as monographs.
Slide 30
Types of Serials Newsletters Newsletters are issued by
corporate bodies or individuals to provide news on a topic and
recent activities. Statistical publications Publications containing
statistics that are gathered and issued regularly are usually
treated as serials. Newspapers A serial publication that contains
news on current events of special or general interest. The
individual parts are listed chronologically or numerically and
appear usually at least once a week.
Slide 31
Other resources treated as serials per 12.0A Publications of
limited duration Resources that exhibit characteristics of serials,
such as successive issues, numbering, and frequency, but whose
duration is limited are still treated as serials. i.e. a newsletter
from a single event Cognotes from ALA midwinter conference, 2003; a
newsletter from the 1992 Winter Olympics Reprints of serials
Reprints of serials are cataloged as serials even if they are
published as a finite number of volumes. But a republication of a
single issue or a limited number of issues should be cataloged as a
monograph.
Slide 32
Other resources treated as serials per 12.0A Travel guides
Catalog a travel guide as a serial if it is general in scope.
Usually those guides are continued indefinitely. General in scope
means that the guide contains a variety of current information,
e.g. about where to go, where to stay, and what to do. Apply this
policy to state, region, or country guides for the United States,
to region or country guides for other countries, and to guides for
major cities. If a numeric or chronological designation is not
available, supply a chronological designation based on the
publishing or copyright date. In case of doubt, catalog as a
monograph.
Slide 33
Other resources treated as serials per 12.0A Conference
publications Treat as serials those ongoing conference publications
that are issued in successive parts, the parts carry unique numeric
and/or chronological designations, and the publication is intended
to continue indefinitely. These publications will usually have
words such as first or annual appearing in conjunction with the
name of the conference or the title of the publication. Catalog as
monographs those conference publications that are not ongoing, or
those that each issue has a unique title and/or the conference
publication is issued as part of a numbered monographic
series.
Slide 34
Other resources treated as serials per 12.0A Other printed
resources If the printed resource is issued in successive parts and
there is no information that the resource will be complete in a
finite number of parts, usually catalog according to the list
below. Catalog as monographs (RI 1.0C) Books issued in parts
(fascicles) Cartographic materials (most) Censuses Encyclopedias
Hearings Publications of five-year plans Catalog as serials Alumni
directories College catalogs Court reports Sales/auction catalogs
Session laws If the printed resource isnt represented by one of the
categories above, treat as a serial.
Slide 35
How often serials published Daily Weekly Semi-monthly (twice
per mo) Monthly Bi-monthly (every two mos.) Quarterly Semi-annually
(twice per yr.)
Slide 36
How often serials published Annually Biennially (every two
years) Regular/Irregular (e.g. comes 4 times a year but not every
three months) Irregular (who knows!)
Slide 37
History of Serials Roots go back as far as China in the third
century B.C.: copies of government news sent out to people in
remote areas Began about 1200 A.D. in Europe First machine printed
newspapers in Europe in late 16th century First American
periodicals in 1741: American magazine (Andrew Bradford)
Slide 38
History of Serials (cont.) Late 19th century advances in
printing technology: Harpers Weekly and Colliers 175,000
periodicals published today
Slide 39
Serials Librarianship Developed in 1930s and 1940s Collection
development and technical services functions More efficient
processing Call to reunify after automation North American Serials
Interest Group (NASIG)
Slide 40
CONSER IS: A cooperative online serials cataloging program A
source of high quality bibliographic records for serials A source
of high quality documentation for the cataloging of serials and the
input of serial records A group of serial experts who work together
in an atmosphere of collegiality and trust
Slide 41
CONSER IS: (cont.) A promulgator of standards related to
serials A voice for serials in the library community A component of
the Program for Cooperative Cataloging
Slide 42
CONSER CONSER began in the early 1970s as a project to convert
manual serial cataloging into machine-readable records and has
evolved into an ongoing program to create and maintain high quality
bibliographic records for serials. 35 total members Over 900,000
records in October 2000 30,000+ new records per year
Slide 43
CONSER (cont.) In keeping with its evolution, the name was
changed in 1986 from the CONSER (CONversion of SERials) Project to
the CONSER (Cooperative ONline SERials) Program. In October 1997,
CONSER became a bibliographic component of the Program for
Cooperative Cataloging.
Slide 44
CONSER (cont.) The CONSER database resides within the OCLC
Online Union Catalog. CONSER members authenticate, input, and
modify serial cataloging records on OCLC or contribute original
records via FTP. Authentication is the process of approving the
descriptive elements in the record and providing for the record's
availability through tape distribution services and bibliographic
products.
Slide 45
CONSER members include: The national libraries of the United
States and Canada (and their respective International Standard
Serial Number (ISSN) centers) Selected university, U.S. federal,
and special libraries Subscription agencies and abstracting &
indexing services
Slide 46
CONSER members include: (cont.) Selected library associations
Participants in the United States Newspaper Program (USNP) National
program to catalog, preserve, and make available U.S. newspapers
Newspaper microfilming projects cataloging the microfilms Jointly
administered by NEH and LC Bibliographic records by USNP
participants are part of the CONSER database
Slide 47
Why do serials change titles? The scope of the publication may
become narrower or broader. (American City to American City and
County) The new title expresses more clearly the content coverage.
(New Choices for the Best Years to New Choices for Retirement
Living)
Slide 48
Why do serials change titles? (cont.) Mergers or buyouts of
serial titles, usually for economic reasons, may bring about
changes in titles. (Remedial and Special Education: RASE was formed
by the union of Exceptional Education Quarterly, Topics in Learning
and Learning Disabilities, and Journal for Special Educators.)
Slide 49
Why do serials change titles? (cont.) A corporate name change
for an issuing agency often means a title change. (Journal of the
American Institute of Planners to Journal of the American Planning
Association) Titles split to allow greater coverage of a topic.
(Journal of Climate and Applied Meteorology became Journal of
Climate and Journal of Applied Meteorology)
Slide 50
Why do serials change titles? (cont.) Some changes occur for
political reasons. (Soviet Geography to Post-Soviet Geography)
Occasionally a title changes for no obvious reason at all.
Slide 51
Serial Cataloging Records Reflect the whole publication Are
dynamic because they incorporate changes over time Are cooperative
creations (e.g., one library may create the record, another may
update it) Are important to the overall control of the serial and
often are essential to other records (holdings, check-in)
Slide 52
Key points of serials cataloging When you catalog a serial, you
catalog the whole run from the beginning, not just the issues you
happen to hold. Base description on first or earliest issue. Every
serial record should have a 362 and/or a 500 Description based on
note Many serials do not have a title page. Serial titles are often
given in one than one place and sometimes in different forms. New
record is created each time the title proper or corporate body (if
main entry) changes Major vs. minor changes
Slide 53
Key points of serials cataloging Cataloging record must
represent the entire serial Bibliographic record must be general
enough to apply to the entire serial, but specific enough to cover
all access points. Notes are used to show changes in place of
publication, publisher, issuing body, frequency, etc. Because a
serial consists of many pieces issued over a period of time and
intended to go on indefinitely, some descriptive fields on a serial
record are left open at the time of cataloging. Later, when the
serial dies, the open statements may be closed. A serial record is
always in a state of flux until the serial dies Serials often have
ISSN numbers. Serial records should never have ISBNs for separate
issues (even though the resource will often have an ISBN), and
monographic records should never have ISSNs.
Slide 54
Key points of serials cataloging Every serial should have a
unique title. This is often accomplished with uniform titles. (See
Uniform titles) Most serials do not have personal authors. Serial
records do not usually have personal authors notated in the
statement of responsibility. If deemed necessary, may notate in a
500 note. Most serials will have a designation or enumeration. If
the serial does not have a true designation or enumeration, one
should be supplied from the publishing or copyright date. Serials
are often part of family relationships May have parents (earlier
titles), children (later titles), siblings (other editions, splits,
etc.) and cousins (other related works).
Slide 55
Decision Process Is this the first issue? Base the description
on the first/earliest available issue This is not always easy to
determine. Pilot or introductory issues Sometimes are the first
issue and sometimes the publisher is only testing the waters. If
resource has words such as premier, introductory, or pilot and also
has a designation such as vol. 1, no. 1 it is probably the first
issue and should be used as the basis of the description. If
resource has words such as sample or trial and also has a
designation such as vol. 1, no. 0 or no designation, just a date,
this is probably not really the first issue, and should not be used
for the description if there is also a true first issue. Title
changes Base the description on the first issue that bears the new
title or body, or the earliest issue in hand if the first issue is
not available or is uncertain. If first issue is not available,
give a Description based on note. Description based on: Vol. 1, no.
3 (Mar. 1999).
Slide 56
Decision process Is there a title page? Many serials do not
have a title page. AACR preferred order for title page substitute
for printed resources: the analytical title page, cover, caption,
masthead, editorial pages, colophon, other pages. Note: Whenever
chapter 12 mentions title page, the title page substitute is
included. If no title page, give source of title in a note. Can
often be combined with a Description based on note. 500 Description
based on: Vol. 1, no. 3 (Mar. 1999); title from cover Are there
changes on later issues? Is it a major change - make a new record
Is it a minor change add information in a note if necessary
Slide 57
Problems in Serials Cataloging Cataloging the whole serial From
one issue Complete run or local holdings Relationships to other
serials Cataloging is not done until the serial dies Latest vs.
Successive Entry cataloging
Slide 58
Latest vs. Successive Entry Cataloging Refers to history of a
changing serial Entire run on one record (Latest entry) Multiple
records as serial changes (Successive entry) Successive entry is
standard Latest entry was widely used in card catalogs and correct
according to AACR1 Latest entry works best for 1:1 changes but not
for complex changes Earliest entry cataloging?
Slide 59
Serial Changes Born Die Change name Divorce Clone Twig Give
birth Adoption Custody changes Metamorphose Resurrected
Remarry...
Slide 60
Serial Changes RECONFIGURE Frequency change Physical changes
Numbering changes Volume/Issue Contents changes
Slide 61
CONSER Standard Record CONSER Standard Record Documentation and
LC Rule Interpretations: http://www.loc.gov/catdir/cpso/conser.html
Background: http://www.loc.gov/acq/conser/access- level.html
http://www.loc.gov/acq/conser/access- level.html
Slide 62
Philosophy behind the CONSER Standard Record Meet user tasks
for access Reduce redundancies in cataloging Help with
decision-making process Work for better utilization of MARC 21 for
storage, retrieval and display
Slide 63
CSR and AACR2: Two Practice Labels CONSER standard record
cataloging is an application of AACR2 cataloging Examples labeled
CSR show CONSER standard record application of AACR2 Examples
labeled AACR2 show elements beyond the requirements of CSR
Slide 64
Vol. 14, No. 3 Dec., 1998 Cover Serial example:
Slide 65
DECEMBER 1998 VOL. 14, NO. 3 Table of Contents Page 201 (first
page) Serial example:
Slide 66
East Tennessee Historical Society P.O.Box 1629, Knoxville, TN
Tennessee Ancestors (ISSN 0882-0635) is published triannually by
the East Tennessee Historical Society... Verso of Table of Contents
Page ( P. 202) Page ( P. 202) Serial example:
Slide 67
Basis of the Description: Which Issue? The first issue (if
available) 362 1- $a Began with v. 1, no. 1 (May 2002). 362-1- $a
Began with 2007. The earliest available issue Always state source
of description (CSR) 500 -- $a Description based on: Vol. 14, no. 3
(Dec. 1998). 500 -- $a Description based on: Vol. 1, no. 1 (May
2002).
Slide 68
Basis of the Description: Which Issue? The first issue (if
available) 362 1- $a Began with v. 1, no. 1 (May 2002). [CSR] 362
0- $a Vol. 1, no. 1 (May 2002)-[AACR2] The earliest available issue
CSR: Always state source of description 500 -- $a Description based
on: Vol. 14, no. 3 (Dec. 1998). 500 -- $a Description based on:
Vol. 1, no. 1 (May 2002). AACR2: State source of description if not
first issue 500 -- $a Description based on v. 14, no. 3 (Dec.
1998
Slide 69
AACR2 If cataloging from first issue: 362 0- Formatted
numbering statement No 500 Description based on note If not
cataloging from first issue: No 362 0- Formatted numbering
statement 500 Description based on note If not cataloging from
first issue, but have information about it: 362 1- Unformatted
numbering statement (note) 500 Description based on note
Slide 70
For Example Have first issue: 362 0- $a Vol. 1, no. 1 (Jan.
2001)- Dont have first issue: 500 -- $a Description based on: Vol.
1, no. 2 (Apr. 2001). Dont have first issue, but have information
about it: 362 1- $a Began with v. 1, no. 1 (Jan. 2001). 500 -- $a
Description based on: Vol. 1, no. 2 (Apr. 2001).
Slide 71
Chief Source: What Source Within the Issue? Title page Title
page substitutes (preferred order): analytical title page (for
series) cover caption masthead editorial pages colophon other
pages
Slide 72
Noting Chief Source Note chief source, even if title page [CSR]
Combine with Description based on note: Description based on: Vol.
1, no. 1 (Jan. 2001); title from cover. Description based on: Jan.
2003; title from t.p. Note chief source only if not title page
[AACR2] Title from cover. Description based on: Jan. 2003.
Slide 73
Main Entry Decision process: Does it fit one of the categories
in AACR2 21.1B2? If not, what is the title? Does this record need a
uniform title?
Slide 74
AACR2 Chapter 21.1B2 Categories Most Often Used for Serials
Works of an administrative nature (Category A) -- e.g., annual
reports and directories Collective thought of a body (Category C)
-- e.g., Reports of commissions Collective activity of a body
(Category D) -- e.g., Conference proceedings
Slide 75
Main Entry Entry under corporate body: 110 2- $a International
Centre for Settlement of Investment Disputes. 245 10 $a Annual
report / $c ICSID. Entry under title (most common): 245 00 $a Look
Japan. 245 00 $a Adobe magazine.
Slide 76
Uniform Title Main Entry (LCRI 25.5B) Optional (CSR): 130 0- $a
Network (Bristol, England) 245 10 $a Network. 130 0- $a Network
(Friends of the Earth) 245 10 $a Network. Required (even for CSR):
130 0- $a Bulletin (Florida Orange Growers) 245 10 $a Bulletin. 130
0- $a Bulletin (Friends of the Earth) 245 10 $a Bulletin.
Slide 77
Main Entry Entry under personal author (rare): 100 1- $a
Gresham, Don. 245 14 $a The country music newsletter.
Slide 78
Title Proper: 245 $a, $n, $p Title proper includes subfields $a
(title), $n (numbering of section), and $p (name of section)
Importance of the title proper: used to determine major changes
used in links 245 00 $a OAH newsletter. 245 04 $a The bookman. $n
Part B. 245 00 $a Journal of physics. $n E, $p Scientific
instruments. 245 00 $a Country profile. $p China, Mongolia.
Slide 79
Title Proper Omit variable data On piece:In record: 5 th Annual
reportAnnual report The 1994 DirectoryThe directory In our example:
245 00 $a Tennessee ancestors. 500 -- $a Description based on: Vol.
14, no. 3 (Dec. 1998); title from cover.
Slide 80
Other Title Information Transcribe when considered useful: To
provide clarification of the title proper 245 00 $a Focus : $b a
journal of legal studies. or 245 00 $a Focus. 500 -- $a A journal
of legal studies. To explain the title proper (LCRI 12.1E1) 245 00
$a Nature Conservancy : $b [newsletter]. Catalogers judgment
Slide 81
Other Title Information Initialisms/acronyms: 245 00 Cataloging
world. 246 13 CW[CSR] 245 00 Cataloging world : $b CW. 246 30
CW[AACR2] Parallel titles: 245 00 Annual review. 246 11 Rapport
annuel[CSR] 245 00 Annual review = $b rapport annuel. 246 31
Rapport annuel[AACR2]
Slide 82
Other Title Information Statement of responsibility 245 00
Tennessee ancestors.[CSR] 245 00 Tennessee ancestors : $b a
tri-annual publication of the East Tennessee Historical Society.
[AACR2]
Slide 83
Title and statement of responsibility Transcribe the title
proper as instructed in 1.1B. Do not transcribe words that serve as
an introduction and are not intended to be part of the title. Give
the title including these words in a note. 245 00 Muscle car and
truck buyers guide. 246 1 $i Title appears on item as: $a Price
guide presents-- muscle car and truck buyers guide. But, dont omit
words that are grammatically linked. 245 00 Political pulses
education beat. 246 30 Education beat 12.1B1. Correct obvious
typographic errors when transcribing the title proper, and give the
title as it appears on the resource in a note. (This is not what is
done with all other types of materials) 245 00 Housing starts 246 1
$i Issue for 1998 has title: $a Housing sarts
Slide 84
Title and statement of responsibility 12.1B1. If the title
proper includes any statements that mention earlier, later titles,
etc. whether or not they are grammatically linked, do not
transcribe them as part of the title proper. 12.1B2. When the title
proper appears in a full form and in the form of an acronym or
initialism in the chief source, choose the full form as the title
proper. 245 00 Bulletin of experimental treatment for AIDS : $b
BETA : a publication of the San Francisco AIDS Foundation. 246 30
BETA
Slide 85
Title and statement of responsibility 12.1B7. Omit numbers,
dates, etc. that change with every issue and replace with the mark
of omission, unless it occurs at the beginning of the title or the
end of the title. If it is grammatically linked to the end of the
title, the mark of omission should be used. On resource: 1989
income tax guide In record: 245 00 Income tax guide. On resource:
Frommers guide to Montreal 2002 In record: 245 00 Frommers guide to
Montreal. On resource: Annual report for 1989 In record: 245 00
Annual report for On resource: Illinois 1998 state budget In
record: 245 00 Illinois state budget. On resource: Frommers guide
to Nashville on $45 a day In record: 245 00 Frommers guide to
Nashville on $ a day.
Slide 86
Title and statement of responsibility 12.1E1. Other title
information: Transcribe other title information only when it fits
one of these categories and only from the chief source of
information. An acronym or initialism of the title appears with the
full form The statement of responsibility is an integral part of
the other title information 110 2 Jane Austen Society of North
America. 245 10 JASNA news : $b the newsletter of the Jane Austen
Society of North America / #c Jane Austen Society of North America.
246 30 Newsletter of the Jane Austen Society of North America If
the title proper consists solely of the name of a corporate body,
conference, etc., supply a brief subtitle to identify the title.
110 2 Lewis and Clark Library System. 245 10 Lewis & Clark
Library System : $b [directory of members].
Slide 87
Title and statement of responsibility Usually do not record
other title information that does not include the statement of
responsibility and adds little to the understanding of the title.
Consider adding when the other title information indicates the
nature of the resource and the title proper doesnt, or if the title
is nondistinct and the subtitle would help with identification. 245
00 Images : $b journal of graphics and photography. 246 30 Journal
of graphics and photography 245 00 Australia : $b the rough guide.
If the other title information does not meet any of the above
criteria it may be added in a quoted note or ignored. The reason
that judgment should be used when adding this type of information
is that it tends to be unstable, and can change from issue to
issue.
Slide 88
Title and statement of responsibility 12.1F1. Transcribe
statements of responsibility as instructed in 1.1F. In order for a
phrase to be a statement of responsibility it must appear formally
and appear on the chief source or another prominent location. The
main entry and the statement of responsibility are not dependent on
each other. A corporate body may be given in the statement of
responsibility without being chosen as main entry, and the
corporate body chosen as main entry does not have to appear in the
statement of responsibility (but must appear somewhere in the body
of the record). Corporate bodies can be an issuing body or a
commercial publisher. A commercial publisher is not given in the
statement of responsibility. An issuing body often appears with
prefatory words such as issued by, prepared by.
Slide 89
Title and statement of responsibility When prefatory words
appear with the name of the corporate body on the chief source,
give the body as the statement of responsibility. When the body
appears without the prefatory words, give as the statement of
responsibility only when it appears in conjunction with the title.
12.1F2. If the statement of responsibility is transcribed in full
or abbreviated form, as part of the title proper, or other title
information, do not give a further statement of responsibility
unless the statement appears separately. Personal names. Most
personal names given on serials are editors or compilers. These
should not be recorded in the statement of responsibility. Only
record a personal name in the statement of responsibility if the
personal name is main entry. Personal names and corporate bodies
not included in the statement of responsibility may be notated in a
note, and added entries made if deemed important.
Slide 90
Variant Titles [CSR and AACR2] Variant titles: 245 00 $a
Freeport daily journal. 246 1- $i Alternate issues published with
title: $a Chicago daily telegraph 245 00 $a Los Angeles design
world. 246 1- $i Issues for Nov. 2006- have title: $a LA design
world Titles that do not appear on any pieces: 245 00 $a Tennessee
ancestors. 246 1- $i Popularly known as: $a Tenn an
Slide 91
Statement of Responsibility A corporate body appearing
prominently in conjunction with the title: News and events Art
Institute of Chicago CSR: Statement of responsibility not required
National name authority record must exist If no name authority
record, follow AACR2 and transcribe in 245 $b or $c 245 00 $a News
and events / $c Art Institute of Chicago.
Slide 92
Variant Titles: Field 246 [CSR] Titles that appear elsewhere on
issue: 245 04 $a The miner & workman's advocate. 246 13 $a
Advocate [cover title] Other forms of the title: 245 04 $a The
miner & workman's advocate. 246 13 $a Miner and workman's
advocate Parallel titles: 245 00 $a Japan report. 246 11 $a
Nihon
Slide 93
Variant titles and title added entries Serials tend to have
many variant titles. Serials often have many forms of the title on
the resource. Must always look for varying cover, caption, running,
etc. titles LCRI 21.30J gives the following guidelines for making
variant title entries: In general, give a variant title when: It
differs substantially from the title proper It contributes to the
identification of the serial (very important for copy cataloging
and determining if a new record is needed) It helps for searching
in the online catalog It is located prominently and is likely to be
searched as the title
Slide 94
Variant titles and title added entries 246 13 Other title Note,
title added entry Used for titles not specified by other second
indicator values, not identified with $i. Includes masthead titles,
colophon titles, etc. 246 14 Cover title Note, title added entry
245 10 Handbook for members and visitors / $c The National Trust.
246 14 National Trust handbook for members and visitors 246 16
Caption title Note, title added entry 246 17 Running title Note,
title added entry 246 18 Spine title Note, title added entry
Slide 95
Variant titles and title added entries 246 30 (Use for portion
of title) No note, title added entry 245 00 Rodales organic
gardening magazine. 246 30 Organic gardening magazine 245 10 JASNA
news : $b the newsletter of the Jane Austen Society of North
America / $c Jane Austen Society of America. 246 30 Newsletter of
the Jane Austen Society of North America
Slide 96
Variant titles and title added entries 246 3 (Use for variation
of title, not on piece) No note, title added entry 246 10 DPS news
/ $c Missouri Department of Public Safety. 246 3 Department of
Public Safety news 246 1 #i (Use to display text when none of the
second indicator print constants are adequate) - Note, title added
entry 245 00 Llewellyns magickal almanac. 246 30 Magickal almanac
246 1 #i Vols. for - have title: $a Llewellyns magical almanac 245
00 Australia : $b the rough guide. 246 1 $i Title from p. [4] of
cover: $a Rough guide to Australia 246 3 (Use for variation of
title, not on piece) No note, title added entry
Slide 97
Fields 730 and 740 Use field 730 for an entry for a related
work that has a title authority record or a bibliographic record
that is a serial. 245 00 Preventions herbal remedies. 246 30 Herbal
remedies 730 0 Prevention. (Prevention is a serial in its own
right) Use field 740 for titles of sections within the serial. 245
04 The guide to skydiving. 500 Some issues include: Skydiving in
Missouri. 740 02 Skydiving in Missouri. (Skydiving in Missouri is
not a serial, it is just an insert and is not an established
heading)
Slide 98
Uniform Titles From LCRI August 2002 Use judgment in
determining the most appropriate qualifier for the serial/series
being cataloged. Possible qualifiers are given in the following
list; the list is not prescriptive and is not in priority order. If
none of these qualifiers are appropriate, use any word(s) that will
serve to distinguish one serial/series from the other. Use more
than one qualifier if needed to make the uniform title unique.
Corporate body Date of publication Descriptive data elements, e.g.
edition statement, GMD, physical medium Place of publication
Corporate body Use the AACR form of the name exactly as given on
the name authority record for the body. 130 0 Network news (Friends
of Canadian Broadcasting) 245 00 Network news.
Slide 99
Uniform Titles Date of publication Usually use the date when
the same serial, in changing its title, repeats an earlier title.
110 2 St. Louis Zoological Park. 240 10 Annual report (1998) 245 10
Annual report / #c St. Louis Zoological Park. (Note: Title
1985-1990: Annual report1991-1997: Report 1998- : Annual report)
Edition statement Used when a serial that is issued in editions has
identical titles. 130 0 Guide to reptiles (Western ed.) 245 00
Guide to reptiles. 250 Western ed.
Slide 100
Uniform Titles Place of publication Can be used to distinguish
titles. Use the AACR form of the place name. Prefer to use
corporate body if possible. 130 0 Network news (Philadelphia, Pa.)
245 10 Network news
Slide 101
Sample Record [CSR]: Type a ELvl Srce Gpub Ctrl Lang eng Blvl s
Form Conf Freq MRec Ctry tnu S/L 0 Orig EntW Regl Alph Desc a SrTp
p Cont DtSt c Dates 19uu, 9999 245 00 $a Tennessee ancestors. 500 -
- $a Description based on: Vol. 14, no. 3 (Dec. 1998); title from
cover.
Slide 102
Sample Record [AACR2]: Type a ELvl Srce Gpub Ctrl Lang eng Blvl
s Form Conf 0 Freq t MRec Ctry tnu S/L 0 Orig EntW Regl r Alph Desc
a SrTp p Cont DtSt c Dates 19uu, 9999 245 00 $a Tennessee ancestors
: $b a tri-annual publication of the East Tennessee Historical
Society. 500 - - $a Description based on: Vol. 14, no. 3 (Dec.
1998); title from cover.
Slide 103
Summary Base the description on the first or earliest available
issue in hand The chief source is the title page or its substitute
(cover, caption, etc.) Most serials are entered under title Uniform
titles are sometimes used to distinguish different serials with the
same title (entered under title) Record the title proper as it
appears on the chief source, except for capitalization, punctuation
and omissions Record other title information when considered useful
There are important differences between the CONSER standard record
and AACR2 practice
Slide 104
Editions Audience: 250 -- $a Northwest ed. 250 -- $a Southern
ed. 250 -- $a Reference ed. 250 -- $a Personal ed. 250 -- $a
Spanish ed. 250 -- $a English ed. Content: 1st. ed., 2nd ed., 3rd
ed., etc. 362 1- $a Began with 1st. ed. 1990 ed., 1991 ed., etc.
362 1- $a Began with 1990 ed.
Slide 105
Publication Information Record place and name of publisher
according to rules in Chapter 1 Change in place of publication
Country of publication: nyu 260 -- $a Chicago, Ill. 500 -- $a
Published: New York, 1996- CSR: 260 subfield $c optional AACR2: If
first and/or last piece in hand, use $c 260 -- $a Knoxville, TN :
$b East Tennessee Historical Society, $c 1985- 260 -- $a Los
Angeles, Calif. : $b Westwood Productions, $c -2007.
Slide 106
Publication Information [CSR] In the case of our serial
example, the 260 field would appear as follows: 260 -- $a
Knoxville, TN : $b East Tennessee Historical Society
Slide 107
Physical Description CSR: Required for all tangible, non-print
resources (subfield $a only) 300 -- $a CD-ROMs 300 -- $a 12
microfilm reels 300 -- $a sound discs CSR: Not required for print
resources AACR2: Required (all applicable subfields) 300 -- $a v. :
$b ill. ; $c 28 cm. 300 -- $a CD-ROMs : $b sd., col. ; $c 4 3/4
in.
Slide 108
Frequency Note Record the current frequency if known: 310 -- $a
Annual CSR: Former frequency = optional 310 -- $a Quarterly, $b
2007- 321 -- $a Monthly, $b 2001-2006 Our example: 310 -- $a Three
no. a year
Slide 109
Numbering Field 362 Use only when: Information is available
about first/last issue 362 1- $a Began in 1990. 362 1- $a Began
with v. 1 in 1990. 362 1- $a Ceased in 1989.
Slide 110
Numbering Both numbering and chronology present: On piece: No.
1 January 1997 362 1- $a Began with no. 1 (January 1997). On piece:
Volume 8 1995 362 1- $a Began with Volume 8 (1995). On piece: No. 1
1999-2000 362 1- $a Began with no. 1 (1999/2000). Our example: 500
-- $a Description based on: Vol. 14, no. 3 (Dec. 1998); title from
cover.
Slide 111
Recording the Numbering Change Roman numerals to Arabic [CSR =
option] On piece: Vol. XVI, number 1 362 1- $a Began with v. 16,
no. 1. Convert words to numbers [CSR = option] On piece: One 1999
362 1- $a Began with 1 (1999). Change punctuation when it makes
more sense On piece: 1990-1991 (earliest); 1999-2000 (last) 362 1-
$a Began with 1990/1991; ceased with 1999/2000.
Slide 112
Notes Provide further information not found in the description
Avoid too much detail Give in numeric tag order (except 533) Use
dates when note doesnt apply to all issues 500 -- $a Publisher
varies: Blackwell, 1998- 550 -- $a Vols. for issued by
Slide 113
Required Notes [CSR] Source of title note: 500 -- $a Title from
caption. 500 -- $a Title from cover. "Description based on note:
500 -- $a Description based on: Vol. 19, no. 2 (Feb. 1978). 500 --
$a Description based on: Vol. 1, no. 1 (Jan. 1923). These notes
should be combined: 500 -- $a Description based on 1990; title from
t.p.
Slide 114
Required Notes [CSR] Latest issue consulted note: 500 -- $a
Description based on: 1990; title from t.p. 500 -- $a Latest issue
consulted: 2001. Even when cataloging based on one issue: 500 -- $a
Description based on: 1918; title from t.p. 500 -- $a Latest issue
consulted: 1918.
Slide 115
Other 500 Notes 500 -- $a Some issues also have a distinctive
theme title. 500 -- $a Published: New York, N.Y., July 1989-
Slide 116
Numbering Peculiarities (515) 362 1- $a Began with no. 1. 515
-- $a No. 32-36 omitted. 362 1- $a Began with 1950. 515 -- $a Vols.
for 1960- also called 11th- annual report. 362 1- $a Began with v.
1, no. 1 (spring 1995). 515 -- $a Some vols. lack numbering. 362 1-
$a Began with 95/1. 515 -- $a Numbering begins again each year with
1.
Slide 117
Supplements (525) 525 -- $a Has supplements. 245 00 $a Outlook
and situation report. $p Oil crops. 525 -- $a Supplemented by an
annual yearbook with title: Outlook and situation yearbook. Oil
crops. 740 02 $a Outlook and situation yearbook. $p Oil crops.
Slide 118
Issuing Body Note (550) Not required for CSR if authority
record exists 245 00 $a Ecotoxicology and environmental safety. 260
-- $a San Diego : $b Academic Press 550 -- $a Published under the
auspices of the International Academy of Science. [optional] 710 2-
$a International Academy of Science. 550 required if issuing body
changes 245 00 $a Cornish studies. 260 -- $a Exeter, Devon : $b
University of Exeter Press 550 -- $a Vols. for 2006- issued by:
Institute of Cornish Studies. 710 2- $a Institute of Cornish
Studies.
Slide 119
Sample Record [CSR] Type a ELvl Srce Gpub Ctrl Lang eng Blvl s
Form Conf Freq MRec Ctry tnu S/L 0 Orig EntW Regl Alph Desc a SrTp
p Cont DtSt c Dates 19uu,9999 245 00 $a Tennessee ancestors. 260 --
$a Knoxville, TN : $b East Tennessee Historical Society 310 -- $a
Three no. a year 500 -- $a Description based on: Vol. 14, no. 3
(Dec. 1998); title from cover. 710 2- $a East Tennessee Historical
Society.
Slide 120
Summary Be careful with editions Always record current
frequency, if known Record numbering information in 362 Notes
should be useful and not too detailed For CSR, always supply:
Source of title note, even if title page Description based on note,
even if first issue Latest issue consulted note
Slide 121
Key Elements in the Fixed Field Publication status = currently
published, ceased (dead), or unknown Beginning/ending dates = base
this on year(s) in 362; when there are multiple years, use later
year (e.g., 1994 for 1993/1994) Frequency = how often the serial is
published Regularity = is the frequency regular or not (Coding for
frequency and regularity optional in CSR)
Slide 122
Fixed Field Type a ELvl I Srce d GPub Ctrl Lang eng BLvl s Form
Conf Freq MRec Ctry tnu S/L _ Orig EntW Regl Alph Desc a SrTp _
Cont DtSt c Dates 19uu,9999
Slide 123
More Elements in the Fixed Field Type of continuing =
monographic series, resource newspaper, periodical, or none of the
above Entry convention= all current serial records are coded as 0
for successive entry
Slide 124
Sample Record Fixed Field Coding Publication statusc (current)
Beginning/ending dates19uu, 9999 Frequency (CSR = optional)
Regularity (CSR = optional) Type of continuing p (periodical)
resource Entry convention0 (successive)
Slide 125
Major/minor changes 21.2 New terminology. No longer referring
to the need for a new record as a title change. Are now referring
to major and minor changes. A major change in a serial requires a
new record. A minor change does not result in a new record, but may
require revision of the record, e.g. adding a variant title note
and added entry. Why was this change made? Desire for fewer new
records Desire for fewer new ISSNs Harmonization effort among AACR,
ISSN, ISBD
Slide 126
Decision Process: Determining Major Changes AACR2/LCRI: 21.2C
(Serial title changes) 21.3B (Responsible body changes for serials)
CONSER Cataloging Manual, Module 16 Publisher really intend to
change the title? Look at all the issues in hand
Slide 127
Major and Minor Changes AACR2 uses the concepts of major change
and minor change as follows: A major change is a change that
requires a new record A minor change does not require a new record
and can be noted in the record when important
Slide 128
Major/minor changes 21.2 Basic principle: Only those changes
indicating a new work should result in a new record. Major changes
that would result in a new record Main entry changes Translated
serial undergoes change in original title Change in corporate body
used as a uniform title qualifier Major change in title proper
Change in physical format Major change in edition statement
Slide 129
Major/minor changes 21.2 Change in physical format If the
change in format would result in a new GMD or SMD a new record
should be made. Print to online Microfilm to microfiche Major
change in edition statement If the change in an edition statement
indicates a change in subject matter or a change in physical
format, make a new record. North American ed. Becomes North and
Central American ed. Minor change would be Doctors ed. becomes
Physicians ed.
Slide 130
Major/minor changes 21.2 Title proper major changes 21.2A1 TEST
ALL POTENTIAL CHANGES AGAINST THE 245 AND NOT ANY 246s. Addition,
deletion, change, or reordering of any of the first five words
(minus initial article), unless the change is among one of the
minor change exceptions Annual report becomes Biennial report
Organic gardening and farming becomes Organic farming and gardening
Rodales prevention becomes Prevention Books, magazines, and films
becomes Books, magazines, films, and internet sources Words are
added, dropped or changed anywhere in the title that change the
meaning of the title or indicate a different subject matter. The
best bed & breakfasts in the world becomes The best bed &
breakfasts in the United States Major change in the name of a
corporate body (i.e., new heading needed) recorded as part of the
title proper. Reports of the Institute of High Speed Mechanics
becomes Reports of the Institute of Fluid Mechanics
Slide 131
Major/minor changes 21.2 Minor changes in title proper 21.2A2
These changes do not require a new record. Usually the variant
title will be listed in a note. If the change is minor and does not
affect access, a general note may be enough: 500 Title varies
slightly. The only change is in the representation of a word or
words Abbreviated word or symbol vs. spelled out form 245 00 Free
U.S. tourist attractions. 246 1 $i Vols. for 1998- have title: $a
Free United States tourist attractions Singular vs. plural form 245
00 Cats and dogs monthly. 246 1 $i Some issues have title: $a Cat
and dog monthly
Slide 132
Major/minor changes 21.2 One spelling vs. another 245 00
Cataloguing quarterly. 246 1 $i Vols. for Aug. 1990- have title: $a
Cataloging quarterly Arabic numeral(s) vs. Roman numeral(s) 245 00
SAT II subject tests. 246 1 $i Vols. for - have title: $a SAT 2
subject tests Numbers or dates vs. spelled out forms 245 00 Coins
of the 20th century. 246 1 $i Vols. For 1999- have title: $a Coins
of the twentieth century One-word compounds vs. two-word compounds
whether hyphenated or not Hyphenated words vs. unhyphenated words
An acronym or initialism vs. full form DPS news to Department of
Public Safety news St. Louis news to Saint Louis news
Slide 133
Major/minor changes 21.2 An article, preposition, or
conjunction is added, deleted, or changed anywhere in the title.
Give an added entry if the change occurs in the first five words.
245 00 Annual report of pipeline safety. 246 1 $i Some issues have
title: $a Annual report on pipeline safety. If the name of the same
corporate body is added, deleted or moved; or the representation of
the name is changed (but a new heading is not required). 245 10
Official rules / #c National Hockey League. 246 1 $ i Issues for
1994/95- have title: $a Official rules of the National Hockey
League 245 10 Handbook for members and visitors of the National
Trust. 246 1 $i Vols. for 1996- have title: $a Handbook for members
and visitors 245 00 London 246 1 $i Issues for 2002- have title: $a
Fodors London (If Fodors was already the publisher, minor. If
Fodors was not the publisher, major)
Slide 134
Major/minor changes 21.2 Punctuation is changed GBB becomes
G.B.B. The order of titles changes when the title is given in more
than one language. But, if the title chosen as the title proper no
longer appears on the serial as a parallel title, consider the
change to be a major one. Words linking the title to the
chronological designation are added, deleted, or changed. If the
change occurs within the first five words give a note and an added
entry. Fluctuating titles A fluctuating title is one that changes
back and forth on a regular basis. An example would be a newspaper
whose Sunday issue has a different title. 245 00 Daily gleaner. 246
1 $i Sunday issues have title: $a Sunday gleaner
Slide 135
Major/minor changes 21.2 Words are added or deleted from a
list, or order changed, with no significant subject change.
Guidance for words in a list To be a list, there must be 3 or more
items. Are the changes significant enough to be considered a major
change because there is a significant change in subject matter?
Quarterly report of Edwardsville, Collinsville, Maryville, and Glen
Carbon becomes Quarterly report of Edwardsville, Maryville, Glen
Carbon and Collinsville. (minor change) Quarterly report of
Edwardsville, Collinsville, Maryville, and Glen Carbon becomes
Quarterly report of Edwardsville, Collinsville, Troy, Maryville and
Glen Carbon. (minor change)
Slide 136
Major/minor changes 21.2 Words indicating type of resource are
added or dropped anywhere in the title. This is meant to reduce the
need for new records when words such as magazine are added or
dropped. Words such as bulletin, journal, magazine, review, and
study are terms that indicate the type of resource. Organic
chemistry review becomes Organic chemistry Outlook magazine becomes
Outlook Active projects becomes Active projects report But Atlantic
becomes Atlantic monthly would be a major change because monthly is
a frequency word and not a word indicating type of resource. All
changes in numbering are minor changes IN CASE OF DOUBT, CONSIDER
THE CHANGE TO BE MINOR!!
Slide 137
Closing off serial records Fixed fields Publication status
change to d (dead) Dates Add ending date from 362 or 260 if known.
Use partial date if complete date unknown. 260 $c Ending date of
publication Give when last issue is in hand, and information is
known. Do not guess. 300 $a Extent of item Give number of vols. if
the information is readily available. 362 Ending designation Use
1st indicator 0 when last issue is in hand 362 0 Vol. 1, no. 1
(Jan. 1954)-v. 25, no. 12 (Dec. 1979). 362 0 1995. Use 1st
indicator 1 when last issue is not in hand, but information is
known 362 1 Ceased with 1995.
Slide 138
Closing off serial records Notes are not usually closed off,
but could be. 785 Succeeding entry Give when title is continued by
a new title, absorbed by another title, etc.
Slide 139
Linking fields - 78X 78X fields are used for earlier and later
titles and other related titles. See OCLC Bib formats for details
on 78X fields. In these linking fields use the catalog entry of
related publication. If the record has a uniform title use that in
linking fields. 785 00 $t Baseball today (Saint Louis, Mo.) 785 00
$a St. Louis Zoological Park. $t Annual report (1998) Use ISSN ($x)
and control numbers ($w) when known 785 00 $t Advances in
automotives $x 0034-5699 $w (DLC)9655988 #w(OCoLC)3366988
Slide 140
Linking fields - 78X Use field 580 (Linking field complexity
note) when: a) Relationships are too complex to be understood just
by 7XX fields. 580 Merged with: Model airplanes and Model trains to
form: Creative models. 785 17 $t Model airplanes. 785 17 $t Model
trains. 785 17 $t Creative models. b) Used with field 787 to
explain the relationship 580 Extracted from Fodors California. 787
1 $t Fodors California. c) To explain a change in format when the
title remains the same 130 0 Gardening time (Online) 245 10
Gardening times $h [electronic resource] 580 Continues the former
print ed. of: Gardening times. 780 10 $t Gardening times
Slide 141
Linking fields - 78X When title changes can be explained by
indicators, use 780s and 785s with appropriate indicators. Earlier
title: 780 00 $t Asian politics Later title: 785 00 $t Asian
politics and government. Absorbed by: 785 04 $t World government
today.
Slide 142
Types of online serials E-serials born digital, that is,
originally published online some of these may later appear in
cumulated print format Reproductions, republications, simultaneous
editions of print titles Issued by original print publisher, a
contracted third party or as part of a digital library project
Slide 143
Types of online serials Titles that are part of a database of
aggregated titles May vary in completeness of reproduction and
coverage of issues May be the most predominate type of e-serial
that libraries purchase and need to control
Slide 144
Going digital An online version of a print serial or other
physical format serial that does not retain separate discrete parts
or issues in online format, would be cataloged as an integrating
resource
Slide 145
Basic steps for cataloging online serials Is it a serial,
integrating resource, or monograph? Search for copy Choose format
and fixed fields Select the chief source for title and other
bibliographic information Make entry decisions
Slide 146
Basic steps for cataloging online serials Formulate uniform
title if necessary Record title statement, identify variant titles
and other added entries Provide descriptive elements: 250, 260,
362, notes Provide appropriate subject headings and classification
Provide linking note fields Provide URLs
Slide 147
Aggregator-Neutral Record CONSER and OCLC have announced plans
for collapsing separate records for a title offered by multiple
aggregators The resulting record would not describe details of any
particular aggregator- focus on the title This would facilitate
local adaptation of records for titles in aggregator databases
Slide 148
Choose format and fixed fields Continuing resource or computer
file format, the appropriate Type of Record code (leader/06) a
Language material. Use code "a" to indicate that the content of the
resource is for non- manuscript language material. m Computer file.
Use code "m" to indicate that the content of the record is for the
following classes of electronic resources: computer software
(including programs, games, fonts), numeric data, computer-
oriented multimedia, online systems or services.
Slide 149
Form of item, original item Code "s", for coding the Form of
Item (008/23) and Form of original item (008/22) The current CONSER
practice for coding records for textual electronic serials is:
008/23 (Form of item): s 008/22 (Form of original): s
Slide 150
Sources of information Basis of the description (AACR2 12.0B1)
First or earliest issue for: Title and statement of responsibility
Edition Beginning numbering (last issue is the source for ending
designation) Publication (last issue for ending date) All issues or
parts for: Series Notes Standard number and availability
Slide 151
Sources: Aggregator databases When multiple versions of a title
are available in several packages base the description: On the
original publisher Web site if full text of the serial is available
there and you have access to it A host site (such as Ingenta or
HighWire) or an archival site such as JSTOR. If the first issue is
available at an archive site, prefer it to a publisher site Sources
you have access to, records for the print, article based databases
(e.g. ProQuest) etc.
Slide 152
Chief source of information 9.0B1: The chief source of
information for electronic resources is the resource itself. Take
the information from formally presented evidence (e.g. title
screen(s), main menus, program statements, initial display(s) of
information, home page(s), the file header(s) including email
Subject: lines, encoded metadata (e.g. TEI headers, HTML/XML meta
tags)... If the information presented in these sources varies in
degree of fullness, prefer the source that provides the most
complete information. So the source of title proper should be the
most complete presentation of title (AACR2 9.0B1) in conjunction
with the first or earliest available issue (AACR2 12.0B1).
Slide 153
Title statement and source of title note Record title proper
GMD [electronic resource] the rest of the title statement Always
give source of title (AACR2 9.1B2, 9.7B3), and source of edition
statement if different from source of title (9.2B1) In a newly
created record give date the source was viewed in a note
Slide 154
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 (publishers 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 June 10, 2003).
Slide 155
Record title variants (246) Make notes on titles by which a
bibliographic resource is commonly known or on titles borne by the
resource other than the title proper --AACR2 1.7B4 Give added title
entries per LCRI 21.30J
Slide 156
Variant titles continued Includes: Titles found on other
screens or objects that serve a specific function, e.g.: contents
screens navigation bars source code or title bar home page or other
pages not selected as chief source Phrases containing introductory
wording that were omitted from the title proper, per 1.1B1
Slide 157
Uniform title Add a uniform title when there is a title
conflict with an unrelated serial per LCRI 25.5B Add a uniform
title if the electronic version has the same title as the print,
and the print has been cataloged first, following LCRI 25.5B Add a
uniform title when the title ceases in one format (e.g. print) and
is continued in another format with the same title
Slide 158
Notes Required notes: 500 Source of title 538 System
requirements Specify any unusual special hardware or software
requirements Only give requirements that apply to all versions 538
Mode of access note. (AACR2 9.7B1)
Slide 159
Notes Other notes: 506 Restrictions on access note. CONSER has
agreed to generally not use this note for the national record. GPO
will use it to specify information about resources classified as
confidential. Subfield $z of the 856 field is recommended for
giving information about access restrictions, when needed. 515
Numbering peculiarities. 516 Type of computer file or data. CONSER
has decided to cease using this note, unless unusual information
about file formats needs to be noted. Avoid recording terms such
as: Text (electronic journal) which are too vague to be meaningful.
520 Summary AACR2 12. 7B18 A brief summary is useful if the
information doesnt appear elsewhere in the record.
Slide 160
ISSN for e-serials Current policy is separate ISSN for paper
and online serials Publishers might be: Printing multiple ISSN one
labeled print ISSN and the other labeled online ISSN Printing a
single ISSN not labeled as print or online These may or may not be
the correct ISSN
Slide 161
Electronic Location and Access Record the URL for a remote
access serial to cite the location of that serial in the 856 field.
Use second indicator 0 to indicate that the URL is for the item
cataloged. CONSER practice: An 856 can be placed on a record for a
print serial when there is an online version, regardless of whether
the online version is separately cataloged or not. Use second
indicator 1.
Slide 162
Access -- The Single-Record Approach Advantages Benefits of
complete print serial records Doesnt require cataloging expertise
Staff can process larger packages in a more timely fashion
Disadvantages Cataloging still required for those titles not
already held in print Loss of access points and description
specific to the electronic version Maintenance difficult for
tutti-frutti packages
Slide 163
Single Record Approach Libraries may note information about the
electronic version on the record for the print publication rather
than separately cataloging the electronic version This is not a
multiple versions record Generally, libraries only use for titles
they hold in print, but can also be used if library doesnt hold the
print version
Slide 164
Single record approach Advantages Patron/public service staff
convenience Generally cheaper to catalog More timely access Fewer
records to maintain
Slide 165
Single record approach Disadvantages Difficult to search for
electronic versions because of loss of electronic descriptive
information If records sets are available, may be cheaper to load
separate records Resource sharing issues
Slide 166
Single record approach Factors Single record approach works
well when Online version contains enough original content that it
can act as a surrogate or substitute for the original Online
version only contains selections (e.g., TOC, abstracts) and thus
not worth cataloging separately Separate records should be used
when There are significant differences between print and online
content Library wants separate records for identification purposes
or other local considerations
Slide 167
Additional factors Record set availability Collection
development issues Staffing levels and expertise Local workflows
and practices Your OPAC Vendor-supplied services User needs