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ULA Fall Workshop, 2002 Cataloging rule changes:

ULA Fall Workshop, 2002 Cataloging rule changes:. Continuing Resources (AACR2 Chapter 12) By Mavis Molto mavis.molto@usu.edu Sponsored by Technical Services Roundtable. Acknowledgements.

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ULA Fall Workshop, 2002 Cataloging rule changes:

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  1. ULA Fall Workshop, 2002Cataloging rule changes: Continuing Resources (AACR2 Chapter 12) By Mavis Molto mavis.molto@usu.edu Sponsored by Technical Services Roundtable

  2. 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

  3. 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

  4. I Sources of Information on AACR2 Changes • Documentation • Training • Web resources

  5. 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)

  6. 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

  7. 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

  8. 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

  9. II Concepts and definitions • Highlights – Chapter 12 • Highlights – MARC 21 • Finite vs. Continuing resources • New concept: Integrating resource • Serials vs. Integrating resources

  10. 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

  11. 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

  12. 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)

  13. 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

  14. 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

  15. III Description of Integrating Resources • AACR2 chapters to use • “Integrated Entry” cataloging • MARC coding for integrating resources

  16. 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

  17. “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

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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-

  25. 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)

  26. V Major/Minor Changes: Highlights • Terminology • Basic principle • Major changes – requiring a new record • Minor changes – not requiring a new rec

  27. 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.

  28. Basic Principle • Only those changes indicating a new Work should result in a new Record

  29. 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

  30. 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

  31. 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.

  32. Minor Changes – Not Requiring a New Record • Title proper – Minor changes • Numbering – Minor changes

  33. 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

  34. 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

  35. 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

  36. Numbering – Minor Changes (New Rule) • All changes in numbering are minor, even when numbering sequence repeats

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