Integrating Resources: the Cataloging of Chameleons Judith A. Kuhagen Cataloging Policy & Support Office Library of Congress Washington, D.C. U.S.A. Hong.

Integrating Resources: the Cataloging of Chameleons

Judith A. KuhagenCataloging Policy & Support Office

Library of CongressWashington, D.C. U.S.A.

Hong Kong University of Science and TechnologyFebruary 21, 2005

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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.”

• Iteration = “An instance of an integrating resource, either as first published or after it has been updated.”

(AACR2)

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Integrating resources:from day-to-day topics

to the more unusual !

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Chameleon

• “Any of the various lizards capable of changing their color”

• “A fickle or changeable person”(both from Webster’s

dictionary)

• “An integrating resource”(Anonymous)

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Characteristics

• It changes when no one is looking!

• It’s difficult sometimes to identify it as same “animal” seen earlier!

• Its “description” changes over time!

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Identifying integrating resource

• Most common types:– Updating loose-leafs– Updating databases– Other updating Web sites

• Others: e.g., updated slide sets

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Identification clues

• Statement from publisher/creator

• Revision dates

• Updated content but no separate parts – or separate parts no longer exist

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More LC/PCC identification information in LCRI 1.0

• Direct access electronic resource as serial even if mounted on a network

• “Loose-leaf format” vs. “updating loose-leaf” guidelines

• Republication guidelines

• “In case of doubt” guidelines

• And some specific LC practices

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If wrong mode of issuance

• If wrong “guess” as to mode of issuance or if mode of the resource changes, same or new bibliographic record?

– LC/PCC practice posted on CPSO Web site:

http://www.loc.gov/catdir/cpso/modeissu.html

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Questions if new to the library

#1: Should the resource be cataloged?

– Consult others in library, formally or informally

– Consider staff time to create record, monitor resource, and update record

– Consider alternatives to traditional bibliographic record: MODS record, Web guide, title listing, etc.

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Questions if new to the library

#2: If resource is to be cataloged, what level of record should be created?

– Three levels of description in AACR2 (1.0D)

– PCC core record not yet developed– A brief record (e.g., LC’s “access-level”

record)

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If resource already “in” the library

• Determine if original decision to catalog or not is still appropriate

– Consult others in library, formally or informally

– Consider staff time to monitor resource and update record/listing, etc.

– Consider other alternatives

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Determining if “in” the librarymay itself be difficult

• Because resource changes …

• And so, finding the bibliographic record, listing, etc., may be difficult

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Change is “normal” condition

• Different title data

• Different responsible person or body

• Different publisher

• Different series

• Different scope

etc.

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But serials change, too!

• Yes, but there’s a difference:

– With serials, you have the earlier issues to consult !

– With integrating resources, you have only* the current iteration !!!

*Disclaimer: may have earlier iterations of updating loose-leafs

if library policy is to retain pages; may have archived Web resources.

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So, search carefully !

• Don’t search only one data element, (e.g., title proper on current iteration) because that element may have changed

• Impact of incomplete searching: multiple records for different iterations of same resource

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If no existing record/listing:

• Decide how many descriptive data elements & notes to include

• If bibliographic record,– Use chapter 12 & other appropriate chapter(s)– Some MARC 21 fields formerly only in serial

records: 247, 310, 760-787, etc.

• Include access points/references so users find the record/listing

• Include subject information (most important for many resources)

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If an existing record/listing, will you monitor the resource?

• How often? By whom?

• What can your library afford?

• Easier for updating loose-leafs than for electronic resources

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If an existing record/listing:

#1: Comparison of record and resource

#2: Decision on importance of earlier

descriptive data elements no longer present

#3: Relocation of such data elements in the

record

#4: Description of the current iteration

#5: Access points

#6: Subject analysis/classification

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#1: Compare record and resource

• Usually (almost always!) the record will be for the same or an earlier iteration– Check for a “Description based on:” note– If record created before Dec. 2002, look for clues in

other notes

• Compare all data elements in record with resource

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Keeping track of changes

• Different from serial practice because basis of description is different:

– AACR2 12.0B1b): “Base the description of an integrating resource, except the beginning date of publication, on the current iteration of that resource.”

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Result: recataloging

• Data in title and statement of responsibility area through the series area reflect the current iteration– Exception: beginning date

• Earlier data elements are covered by notes• Descriptive access points reflect current and

earlier iterations• Subject analysis reflects current iteration

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#2: Decision: earlier descriptive data elements

• Rules say to “make a note if the change is considered to be important.”– For title proper, rule says “in general, give the

earlier title in a note.”

• What do your users (catalogers, other library staff, faculty, students, etc.) need?

• What can your library afford? (related to how often you compare)

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#3: Relocate earlier data elements

• Tip: once you’ve decided what earlier data elements to retain (institution policy or cataloger’s judgment), move them to notes

before you describe the current iteration (easy to forget what was there!)

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#4: Describe current iteration

• Add, remove, change data elements in MARC 21 fields 1XX-4XX

• If other title information changes often, rule AACR2 12.1E1 says you can omit that data element

• Update the item described note to identify the current iteration; give viewing date for electronic resources (AACR2 12.7B23)

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#5: Assign/adjust access points

• To enable identification and retrieval:

– 1XX, 7XX, 440/8XX, 246 for current iteration

– Important 7XX, 8XX, 246/247 for earlier iterations

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#6: Subject analysis/Classification

• Adjust information to reflect current iteration

– Subject headings/categories/key words– Class number

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Online resource conundrum

• Common title/section title?vs. series title/analytic title?vs. host item/component part?

• Remember: body’s name may be statement of responsibility rather than a title

• Remember: not all displayed titles may belong to the resource (e.g., possibility of a “collection title” supplied by aggregator)

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Updating loose-leaf conundrum

• Change in edition statement:

– Same resource vs. new resource?• New base volume or content just repackaged?

– Some guidelines in LCRI 21.3B

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For more information:

• Integrating resource module in BIBCO and CONSER cataloging manuals

• SCCTP course on integrating resources:

• MODS records

• LC’s “access-level” record

http://www.loc.gov/acq/conser/scctp/courdesc.html

http://www.loc.gov/catdir/access/accessrecord.html

http://www.loc.gov/standards/mods//

http://www.loc.gov/catdir/pcc/bibco/irman.pdf

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Questions?

Good luck withyour chameleons !!

Thanks to Adam Schiff for “Weeds gone wild.”