ula fall workshop, 2002 cataloging rule changes: continuing resources (aacr2 chapter 12) by mavis...
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ULA Fall Workshop, 2002
Cataloging rule changes:Continuing Resources (AACR2 Chapter 12)
By Mavis Moltomavis.molto@usu.eduSponsored by Technical Services Roundtable
Acknowledgements
Information and slides for this presentation are based on a NASIG Workshop, Williamsburg, Virginia, June 21-22, 2002
– Transforming AACR2: Using the revised rules in chapters 9 and 12– Presenters:
Jean Hirons (CONSER Coordinator) Leslie Hawkins (CONSER Specialist) CONSER is a cooperative online serials cataloging program at
the Library of Congress that sets standards and creates bibliographic records and documentation for serials cataloging
Outline of Session
I Sources of information on AACR2 changes
II Concepts and definitions III Description of integrating resources IV Descriptive changes for serials:
Highlights V Major/minor changes: Highlights
I Sources of Information on AACR2 Changes
Documentation Training Web resources
Documentation
AACR2 2002 revision– Available in print
Week of September 23, 2002 (ALA) In loose-leaf format: 8 ½ x 11 pages (binder optional) Annual updates can be inserted
– Available on Cataloger’s Desktop (2002, issue 3)– Integrates all 1999 and 2001 Amendments and revisions approved
and finalized through 2002– Implementation of new changes at LC and CONSER: December 1,
2002 LCRI changes
– Available in print, fall 2002– Available on Cataloger’s Desktop (2002, issue 3)
Documentation (Cont.)
CONSER Cataloging Manual– New edition available this fall (LC CDS)
Print: mid-October Cataloger’s Desktop: mid-November
– New modules Continuing resources Integrating resources (summer 2003)
CONSER Editing Guide– Update available in late 2002/early 2003 (LC CDS)– Includes revised coding in 008/006 field– Later changes (not included yet)
Code i Repeatable 260 fields
Training
SCCTP (Serials Cataloging Cooperative Training Program) Workshops – Given by SCCTP-trained catalogers– Schedule: www.loc.gov/acq/conser/scctp
/home.html– Courses:
Basic Serials Cataloging Advanced Serials Cataloging (new) Integrating Resources Cataloging (new in spring 2003) Electronic Serials Cataloging
Web Resources
NASIG presentation: AACR2 changes (June 2002)– http://lcweb.loc.gov/acq/conser/aacr2002/A2slides.html
ALA presentation: AACR2 changes (June 2002)– http://www.ala.org/alcts/organization/ss/serialscat.html
CONSER/BIBCO presentation: Integrating resources (May 2002)
– http://www.loc.gov/catdir/pcc/bibco/irtrng702_files/v3_document.htm
II Concepts and definitions
Highlights – Chapter 12 Highlights – MARC 21 Finite vs. Continuing resources New concept: Integrating resource Serials vs. Integrating resources
Highlights – Chapter 12
New chapter title - Continuing Resources Rules cover
– Serials– Integrating resources (both continuing and finite)– Some other finite resources
Publications of limited-duration events Reprints of serials
– Electronic resources (also use Chapter 9) Rules are more complete
– Include former Rule Interpretations and CONSER practice– More recognition of cataloging from complete work
Areas will end with a rule for changes in that area
Highlights – MARC 21
Major changes planned for mid 2003– Bib level = “i” (Integrating resource)
Will use code “m” until “i” is implemented
– Repeatable 260 fields Fields 022, 222, 310, 321, 362 may be
implemented for books format (code m) in 2002 by OCLC (already in RLIN)
PCC is asking OCLC & RLG to implement other 008/006 coding for use prior to code i
New Concept: Integrating Resource
Definition of IR – A bibliographic resource that is added to or changed by means of updates that do not remain discrete and are integrated into the whole
Examples of IRs– Loose-leafs (updating)– Web sites (updating)– Databases (updating)
Types of IRs– Finite– Continuing (most IRs are continuing)
Finite vs. Continuing Resources
Finite resources – issued once or over time with a predetermined conclusion– Monographs– Finite integrating resources
Continuing resources – issued over time with no predetermined conclusion– Serials– Continuing integrating resources
Serials vs. Integrating Resources
Serials– Have discrete parts– Are described from the earliest issue– Cataloged according to successive entry conventions
New record is created when entry changes
Integrating resources– Parts do not remain discrete– Are described from the latest iteration or version– Cataloged according to integrating entry conventions (same
as latest entry but for non-serial resources) Same record is used, with changes shown in appropriate fields
III Description of Integrating Resources
AACR2 chapters to use “Integrated Entry” cataloging MARC coding for integrating resources
AACR2 Chapters to Use
Use Chapter 12 for all integrating resources Also use other chapters relevant to the
predominant type of resource content – Example:
Updating Web sites Use Chapters 12 and 9
“Integrating Entry” Cataloging
Existing bibliographic record is changed to describe current iteration of the resource
– Most areas of description based on latest iteration– Data elements of previous iterations entered in notes if
required or considered important (e.g., 247, 547) New bibliographic record is created only for certain
changes in edition, mergers, splits, or when there is a new work
– Changes in physical format are still under consideration Ongoing maintenance will be required for
bibliographic records of integrating resources
MARC Coding for Integrating Resources
Most integrating resources have predominantly textual content
Most will therefore have the same MARC coding as for continuing resources– Type of record = “a” (Language material)– Bibliographic level = “i” (Integrating resource)– 008 elements – same as for serials
IV Descriptive Changes for Serials: Highlights
Area 1: Title and statement of responsibility
Area 2: Edition statement Area 3: Numbering Area 4: Publishing statement Area 5: Physical description
Area 1: Title and Statement of Responsibility
1.1B1 Introductory words – Do not transcribe words that serve as an introduction and are not intended to be part of the title
– Example: Chief source: Disney presents Sleeping Beauty Title proper: Sleeping Beauty
12.1B2 Full form vs. acronym/initialism – When the title appears in full and in the form of an acronym or initialism in the chief source of information, choose the full form as the title proper
– What’s new: Exception removed to choose acronym when only form found elsewhere
Area 2: Edition Statement
12.2F1 Changes in the edition statement – If the change in edition statement includes a change in subject matter or a change in physical medium, make a new record– New Rule Interpretation (21.3B), will later be added
to AACR2R– What’s new: We’ve never made new records before
for changes in edition
Area 3: Numbering
12.3D1 No designation on first issue – “… give “[no. 1]” … or a chronological designation for the first issue or part, as appropriate.”
– What’s new: Ability to supply numbering or date 12.3G Changes in numbering – “If a new sequence
with the same system of numbering as before is not accompanied by wordings such as new series, supply [new ser.] or another appropriate term ….”
– What’s new: No more new records for numbering changes
Area 4: Publishing Statement
1.4D4 Publisher can no longer be abbreviated to “The Society,” The Dept.,” …” when given in statement of responsibility
– Reason: Need for searchability within publisher statements
1.4F8 Dates of publication – Don’t give dates of publication when first issue (or last) not in hand; optionally, supply the date
– LC will not follow the option (i.e., will not supply dates)– Previously encouraged to supply approximate dates
Area 4: Publishing Statement (cont.)
Don’t give ending punctuation when no $c– Example: Iowa City : $b D. Warren [no comma]
Don’t give incomplete brackets, even when field is not complete – Example: [1989]- not [1989-
Area 5: Physical Description
9.5B1 Extent of item (including specific material designation) for direct access e-resources – Optionally, use conventional terminology to record the specific format of the physical carrier – Example: 2 Photo CDs– Rule Interpretation: Apply the optional provision– CONSER practice: Differences in specific material
designation require new record (e.g., CD vs. DVD)
V Major/Minor Changes: Highlights
Terminology Basic principle Major changes – requiring a new record Minor changes – not requiring a new rec
Terminology
Major change – A change that requires a new record – Do not use “title change” to refer to a major change,
since not all major changes are title changes Minor change
– A change that may be recorded as a note or that may result in a change in the description (Integrating Resources), as considered important.
– If in doubt, consider the change to be minor.
Basic Principle
Only those changes indicating a new Work should result in a new Record
Major Changes – Requiring a New Record
Main entry changes Translated serial undergoes change in original
title Change in corporate body used as uniform title
qualifier Change in physical format Title proper – Major changes Edition statement – Major changes
Title Proper - Major Changes (Old Rules)
Change in 1st five words Change in meaning or subject Change in corporate body name
– Major name change – Different corporate body
Change of entire title from full form or acronym to the opposite
Edition Statement – Major Changes (New LCRI 21.3B)
If also a change in subject matter or physical format
Example: – North American ed.
changed to:
– North and Central American ed.
Minor Changes – Not Requiring a New Record
Title proper – Minor changes Numbering – Minor changes
Title Proper – Minor Changes (Old Rules)
Articles, prepositions, conjunctions added, deleted, changed
Punctuation changed Changed order of titles for titles in more than one language Words linking title to chronological designation added,
deleted, changed– Example: Tin changed to: Tin in [year]
Representation of words, unless entire title is changed from full form or acronym to the opposite
– Example: Fishery report changed to: Fisheries report Fluctuating titles
Title Proper – Minor Changes (New Rules)
Words indicating type of resource added, dropped or rearranged – Word “rearranged” will be in LCRI, later AACR2 21.2A2, cat. i– Example:
Outlook magazine– changed to:
Outlook
Words are added or deleted from a list, or order changed, with no significant subject change
– Example: Quarterly reports for the ports of Jenchuan, Cinnampo, Kunsan
– changed to: Quarterly reports for the ports of Chemulpo, Cinnampo, Kunsan
Title Proper – Minor Changes (New Rule)
Name of corporate body added or deleted anywhere [same body]; representation of body name changed [minor change]– Example:
Report of the Joint Committee on Printing– changed to:
JCP report
Numbering – Minor Changes (New Rule)
All changes in numbering are minor, even when numbering sequence repeats
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