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Shelflisting: Time for Changes

Shelflisting: Time for Changes. 01/31/08. Shelflisting: Behind the Changes. Based on the recommendations of the CMS Task Force on Shelflisting Supports CMS 2007 Vision Statement goals Specific goal: reduce processing time, particularly for member copy

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Shelflisting: Time for Changes

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  1. Shelflisting: Time for Changes 01/31/08

  2. Shelflisting: Behind the Changes • Based on the recommendations of the CMS Task Force on Shelflisting • Supports CMS 2007 Vision Statement goals • Specific goal: reduce processing time, particularly for member copy • More compatible with shelf-ready workflow • Efficiencies in processing allow for greater flexibility in addressing non-traditional cataloging projects

  3. Shelflisting: Responding to Changes • Less physical browsing, more paging • LSF requests changed expectations • Online access from anywhere changed expectations • Most of our peer institutions no longer shelflist • Prioritizing: class number will be more important in next generation catalogs

  4. Effect on Cataloger Workflow • Catalogers will not check Orbis in advance for duplicate numbers • Catalogers will not adjust Biographical, Geographic, Main Entry, or Subject Cutters to fit the preexisting sequence in Orbis • Catalogers will not search in Orbis for other editions to collocate with a new edition or a reprint edition • Catalogers will not search for other translations or the original work to collocate with a new translation

  5. Example: Biography Cutter “As Is” • Call number already in Orbis for Ferrari, Andrea Carlo, 1850-1921: BX4705.F477 C42 1996 • New member record for Ferrè, Pietro Maria, 1815-1886 has 050 _4 BX4705.F477 C388 1999 • 050 _4 number on new record is accepted “as is” • Does not apply to literary authors

  6. Example: Geographic Cutter • In Orbis: • Arbona, Guillermo. Regionalization of health services : the Puerto Rican experience. • MFHD: RA395 P7 A92 • Member record: • Polska polityka zdrowotna a akcesja Rzeczpospolitej do Unii Europejskiej. • 050 4: RA395.P7‡b P65 2006 • NEW: Geographic Cutter for Poland is not checked against Orbis & duplicates the number for Puerto Rico

  7. Example: Translation • Call number already in Orbis for Girard, René, 1923- . Route antique des hommes pervers: MFHD: BS1415.2 .G55 1985 • New member record for the translation Girard, René, 1923- . Job, the victim of his people:090: BS580.J5 G5713 • 090 number on member record is accepted “as is”

  8. Example: Bibliography • Bibliographies of/about Maksim Gorky classed in Orbis (& LC) under Z8357.8: • Garth, Terry. Maxim Gorky in English : a bibliography …MFHD Z8357.8 T37 (LC) • NEW: Accept non-Z8357.8 number in member copy: • Gorki en France: bibliographie des oeuvres …090 PG3465 Z92 P47

  9. Shelflisting: When Not to Do It • Continue to accept 050 00 call numbers as is (and add trailing X). EXCEPTIONS on the next slide, but-- • No longer need to check: earlier editions, translations • NEW: Accept 050 _4/090 call numbers on member copy as is. EXCEPTIONS are on the next slide. • NEW: If a call number needs to be created for original or member copy, shelflisting is not mandatory

  10. Exceptions (Maintain Shelf Sequence) • Classed-together series (serials, multiparts) • New serials and ongoing multiparts • Literary authors (belletristic, books about) • Artists (NJ18) • If an exception applies to member copy, it applies to LC copy; if an exception does not apply to member copy, it does not apply to LC copy • Non-CMS cataloging units are free to identify areas of collocation in their collections (e.g. composers)

  11. Classed-Together Series • When cataloging new records with series, continue to search Orbis to determine whether the series is classed-together locally • If the series is not classed-together, accept the 050 or 090 as is unless it ends with a volume number • A new series may need to be established

  12. New Serials and Multiparts • Continue to shelflist new serials and multiparts because: • Retroactive detection of duplicate numbers may affect multiple volumes • Large set of volumes has a greater impact on physical shelf order • Multiparts: if the number of physical volumes is small and the set is complete, accept the number as is

  13. Shelflisting: Literary Authors (1) • Literary authors are a partial exception • Collocate literary author Cutters: LC author Cutter or Yale author Cutter are both acceptable; member author Cutter must be adjusted to match one or the other • Book number does not have to be reconciled with existing shelf order

  14. Shelflisting: Literary Authors (2) • Literary authors with Cutters already established in Orbis: use either of the following, but prefer the first if readily available • 053 or 050 00 • Cutter established in Orbis • Literary authors new to Orbis • Use 053 or 050 00 from another record if available • Otherwise, adjust the Cutter to fit the existing Orbis sequence

  15. Artists (1) • Like literary authors, a partial exception • Continue to use NJ18 for individual artists/architects in the LC N class (bibliographies of individual artists in Z are not changed to NJ18) • For an NJ18 artist already in Orbis, use the established artist Cutter number

  16. Artists (2) • For a new NJ18 artist, reconcile the new artist Cutter with the existing Orbis file • Book number does not have to be reconciled with existing shelf order (keep in mind: book number is constructed only if the “main entry” Cutter is not A12) • NK numbers follow the default policy (050 00 Trailing X; 050 #4/090 as is)

  17. Copy Cataloger Expectations • Some inappropriate numbers can & should be spotted without viewing the Orbis call number sequence, e.g.: • Member library enters a non-LC number in 090 • Triple Cuttering • Call number with volume number when Yale classes separately • When in doubt, check with original cataloger who can access ClassWeb

  18. Watch Out For—And Don’t Accept: • LAC (Canadian) 055s entered in 090

  19. Watch Out For—And Don’t Accept: • Triple Cuttering:

  20. Constructing New Numbers (1) • New numbers will need to be constructed for member copy without 050/090 and original cataloging for locations using LC • Excluding the exceptions, catalogers may construct new numbers without reference to the Cutter sequence in Orbis • Cutter numbers may be constructed from the LC Cutter table or with the Cataloging Calculator:http://calculate.alptown.com/

  21. Constructing New Numbers (2) • To minimize duplication, a minimum 3 digit Cutter is recommended • For new numbers, catalogers should continue to use Orbis to verify their classification decisions when in doubt • Using the Call Number Index in Staff Orbis is a quick way to check classification and will usually identify duplicate numbers • In the course of verifying a class number in Orbis, prefer to adjust the Cutters to fit the Orbis sequence if the order is evident

  22. And a Word to the Wize-- • Don’t agonize!

  23. Retroactive Maintenance • A duplicate number will be reclassified if requested by a patron or if the duplication creates physical retrieval problems for Access Services • Maintain statistics on duplicates returned • Catalogers should generally avoid initiating reclassification of duplicate numbers • If a significant classification error is discovered retroactively, CMS may initiate reclassification

  24. Links • SML Catalog & Metadata Services Home Page:http://www.library.yale.edu/cataloging/catdept.htm • Catalog Department Strategic Vision:http://www.library.yale.edu/cataloging/Vision%20Statement%20010107.doc • Task Force on Shelflisting Report:http://www.library.yale.edu/cataloging/ShelflistingTF070719.doc

  25. Exercises: Do You--? • “Check Orbis” : • check series if necessary • check first or second Cutter in Orbis • if necessary, modify the Cutter to fit the pre-existing Orbis sequence or change the call number in accordance with local practice • Leave call number “As is”: • Use the number as found in the bibliographic record’s 050/090 • Add (LC), Oversize, Folio, DVD, etc. as necessary

  26. Check Orbis or As Is? As Is!

  27. Check Orbis or As Is? As Is!

  28. Check Orbis or As Is? Neither! Needs LC Class Number

  29. Check Orbis or As Is? Both! CHECK Orbis for series; leave classed separately no.AS IS

  30. CHECK Orbis for series--then CHECK ClassWeb Check Orbis or As Is?

  31. Check Orbis or As Is? CHECK series—Classed-Togetherat Yale

  32. Check Orbis or As Is? Check Orbis:Shelflist All Serials

  33. Check Orbis or As Is? AS IS—Shelflisting Not Not Needed for Small Sets--Ignore Earlier Ed.

  34. Check Orbis or As Is? AS IS—edition, non-literary biography Cutter, are not checked in Orbis BUT:If member record has no call no., check Orbis for earlier ed.

  35. Check Orbis or As Is? AS IS:

  36. Check Orbis or As Is?

  37. Check Orbis—For Literary Author Cutter from 053 or YUL MFHD Name Authority Record—in this case, 090 matches authority record 053: Legacy Cutter found in Orbis: Number assigned to the new record:

  38. Shelflist Against the Orbis FilePL5139.A5488135 Establish Author Cutter from Table or Orbis? (Author is New to Orbis/LC)

  39. Check Orbis or As Is? Check Orbis: Assign Local NJ18 number

  40. Check Orbis or As Is? AS IS

  41. Check Orbis or As Is? As Is—Local Practice Does NotExtend to NK class

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