Expanding the Serials Family

Continuing resources in the library catalogue

Chris Oliver autumn 2002 LTS/McGill

Changes in AACR2

Serials are redefined New concepts new rules Dealing with change Other rule revisions What to expect in bibliographic

records

Chap. 12 renamed

CHAPTER 12

CONTINUING RESOURCES

Serials part of a larger family

Continuing resources =

Serials+

Integrating resources+

A few finite resources

Change in definition of serial

Serial: a continuing resource issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion.

New categories of resources

Continuing resource: a bibliographic resource that is issued over time with no predetermined conclusion. Continuing resources include serials and ongoing integrating resources.

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.

Includes some finite resources

Resources that exhibit characteristics of serials, such as successive issues, numbering and frequency, but whose duration is limited, e.g. newsletters of events

Reprints of serials Finite integrating resources

Why?

More accurate reflection of what is being published and how it is published

Springs out of the discussions at the 1997 International Conference on the Principles and Future Development of AACR

Seriality

“Seriality refers to the fact that certain types of bibliographic resources are issued over time, regardless of whether they are intended to be complete or have no predetermined conclusion and thus, the bibliographic data can change over time. Additionally, because the bibliographic record reflects the entire work, the level of specificity of some data may be affected by seriality.”

from Jean Hirons report to JSC: Revising AACR2 to accommodate seriality

Impact of “seriality” on chapter 12

Expansion of what we are describing in chapter 12

Major restructuring of chap. 12 because of the change in orientation

Different bases for description Dealing with change in the resource

New chapter 12

Basis of description is not the same for all continuing resources

Rules for serials and integrating resources are different in some places, but they are in the same chapter, given in parallel to each other, not as 2 separate sections

Includes rules for dealing with change

Basis of description

Serial vs. integrating resource Possibilities for description:

earliest entry vs. latest entry Is it possible to have a single basis

of description for all continuing resources? Is it desirable?

2 bases of description

Serials

first or earliest issue

Integrating resources

latest iteration

Iteration?

Iteration: an instance of an integrating resource, either as first published or after it has been updated.

How is chapter 12 organized?

Rules for serials and integrating resources differ in some places, but they are presented in parallel, area by area

Example:12.1F3 Editorsa) Serials. Do not record as statements of responsibility

statements relating to persons who are editors … b) Integrating resources. Record statements relating to

persons who are editors as statements of responsibility if considered to be important …

Dealing with changes: chap 12 + chap 21

New set of rules included in chap. 12:

“Change in …”12.1E Other title information12.1E2 Change in other title

information Major vs. minor change in chap. 21

“Change” rules (generally)

Serials

make a note if the

change is considered to be important

Integrating resources

change xxx area

to reflect the current iteration and make a note if the change is considered to be important

Example of “change” rules (12.4)

12.4C2. Change in place of publication, distribution, etc.

a) Serials. If the place … changes on a subsequent issue or part, give the later place in a note if considered to be important (see 12.7B11.2)

b) Integrating resources. If the place … changes on a subsequent iteration, change the publication, distribution etc. area to reflect the current iteration and give the earlier place in a note if considered to be important (see 12.7B11.2)

Major/minor changes

Scope of chapter 12 warns the cataloguer: 12.0A1 …

See chapter 21 for guidelines to determine if a change on subsequent issues or parts of a serial or on subsequent iterations of an integrating resource requires a new description. If a new description is not made, see the rules regarding changes in this chapter for instructions.

Major/minor changes

Chap. 21 has changed21.2 Changes in title proper

21.2A Definition21.2A1 Major changes21.2A2 Minor changes

21.2B Monographs21.2C Serials and integrating resources

Major changes

Definition of major changes not radically different, but more exceptions

Attempt to align with ISBD and ISSN guidelines where possible

Minor changes

Minor changes: 9 types of minor changes + “In case of doubt, consider the

change to be a minor change.”

12.1 revision lessens needless title changes

Transcription of title proper without typos

12.1B1 …

Correct obvious typographical errors when transcribing the title proper …

12.3 revision also leads to fewer title changes

New sequences with same system of numbering, supply [new ser.] or another appropriate term 12.3G … If a new sequence with the same system as before is not accompanied by wording such as new series, supply [new ser.] or another appropriate term ...

A few other notable changes

12.0B2 Chief source of information a) Printed resources. The chief source of

information is the title page …

b) Nonprint resources. For direct access electronic serials, prefer the physical carrier or its labels as the chief source of information. For other nonprint resources, follow the instructions in subrule .0B in the relevant chapter for the resource in question

A few other notable changes

Greater consistency in recording titles12.1B2

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.(unless … deleted)

A few other notable changes

Expanded “Item described” notes (12.7B23)

Serials: note re: the earliest issue consulted; now can also note the latest issue consulted as well.

Remote access resources: official endorsement of “viewed on” note.

Integrating resources (print and nonprint) can also use this type of note.

A few other notable changes

Frequency note (12.7B1): Make notes on the frequency of the serial or the frequency of updates to the integrating resource …

Updated quarterly

Continually updated Area 3 renamed: Numbering area (was:

Numeric and/or alphabetic, chronological, or other designation area)

Impact

New conceptual environment: “continuing resources”“integrating resources”

Different instructions for description of serials vs. integrating resources

Continuity of rules governing the description of serials

Less serial title changes New treatment of loose-leaf publications

as continuing resources

Impact con’t

Recognition that records for continuing resources have to be revisited and changed

Revisions incorporate some LCRIs and CONSER practices

Training / Local policies Develop guidelines for handling

continuing resources (wider category than serials) ; impact on division of labour