2004NasigMaster2

Too Dynamic to Describe?
NASIG Annual Conference
June 2004, Milwaukee, Wis.
Bonnie Parks, Oregon State Univ.
Jian Wang, Portland State Univ.
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References
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Anglo - American Cataloging Rules, Second Edition,
2002 Revision (AACR2)
SCCTP Integrating Resources Cataloging Workshop
prepared by Steve Miller
OCLC Technical Bulletin 247. Coding Practice for
Integrating Resources:
www.oclc.org/technicalbulletins/247/#1
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CONSER Cataloging Manual (CCM)
CONSER Editing Guide (CEG)
Issues to Contemplate
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What is an integrating resource (IR)?
Why/who catalog IRs?
New concepts, rules, and principles in AACR2,
2002 Revision
What are the challenges in cataloging IRs?
A New Concept
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What is an 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. An integrating
resource may be finite or continuing.
Examples include updating databases, updating loose-leafs,
and updating websites.
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Why Catalog Integrating
Resources?
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Proliferation of electronic materials
Changing collections
Provides one stop access
Inclusive and flexible catalog
New standards and rules
Who Catalogs Integrating
Resources?
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Serials catalogers
Electronic resource catalogers
Monographic catalogers
Integrating resources catalogers
Metadata catalogers
AACR2 Revisions – New Concepts
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Chapter 9: Electronic Resources
Chapter 12: Continuing Resources
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Chapter 21: Choice of Access Points
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Serials
Integrating resources
Rules for title changes
Changes in Chapter 9
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Old title: Computer Files
New title: Electronic Resources
Scope: covers all electronic resources,
including direct (local) or remote (networked)
New GMD: [electronic resource]
Chief Source Information: the resource itself
instead of the title screen
Changes in Chapter 12
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Old title: Serials
New title: Continuing Resources (serials and
integrating resources)
New concept: Integrating Resources (used for
dynamic electronic resources)
New issuance: Integrating (in addition to
monograph and serial)
Changes in Chapter 21
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Integrating resources. If a change occurs in
the title proper of the same integrating
resource, do not make a new entry. Instead,
replace the title proper with the new title and
change the description to reflect the latest
information. In general, give the earlier title in a
note (see 12.7B4.2).
Highlights for Cataloging IRs
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LCRI 1.0
AACR2 rules
Bibliographic formats and standards
Cataloging entry conventions
MARC 21 coding changes
006 coding sheet for serials
How do I catalog this? Is this an
integrating resource?
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Does it fit the definition of an IR?
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does not remain discrete
integrated into the whole
Is this an updating database/web site?
Refer to LCRI 1.0A for guidance:
http://www.loc.gov/catdir/cpso/lcri1_0.html
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AACR2 Rules
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Strategy
Use rules in Chapter 12 in conjunction
with other chapters in cataloging
integrating resources:
Example
Use chapters 3, 9 & 12 for cataloging
updating cartographic Web sites
MARC Codes
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Bibliographic Formats and Standards has been
updated to include OCLC Phase 1 changes:
www.oclc.org/bibformats/en
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Changes to fixed field elements Freq, S/L, SrTp
Scope of some variable fields redefined to include
both continuing & integrating resources: 022, 222,
247/547, 310, 321, 362, and some notes
Fixed Field: S/L (Entry Convention)
•
Use code 2 to indicate that the record was
formulated using the revised rules for
integrated entry
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The record is cataloged under latest title or issuing
body
Use for continuing & integrating resources that do
not retain their earlier titles.
What’s the difference between
Integrating Resources and Serials?
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Integrating resources:
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Serials:
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Description based on the latest iteration
Use of integrated entry cataloging
Description based on the earliest issue
Use of successive entry cataloging
MARC Tagging
• Before code “i” implementation:
Code IR as monographs: Bib level “m”
Add Serials 006 for integrating resources
• After code “i” implementation:
Code IR as integrating resources: Bib level “i”
Most will have Type of Record “a” and Serials 008
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New MARC 21Tags
022– ISSN
247/547– Change in title proper
310/321– Frequency
362 1– Beginning/ending date of publication
550 – Issuing body note
580, 76X-78X– Relationships with other
resources
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Case Study # 1
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How do I select the Type of Record
and Type of Computer File codes that
best characterize the content of the
resource?
Type of Record (Leader/06)
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OCLC Fixed Field “Type”
Examples:
– Type “a” (document)
– Type “e” (map)
– Type “i” (nonmusical sound recording)
– Type “m” (computer game)
Type of Record (Leader/06), 2
 Type
“a” vs. Type “m”
– Use Type “a” Language Material
for textual electronic resources
– Use Type “m” Computer File for
non- textual electronic materials
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Is this web site Type “a” or “m”?
Type “a”
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Is this web site Type “a” or “m”?
Type “m”
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In Case of Doubt?
 Code
the resource “m”
(computer file)
“Guidelines for Coding Electronic Resource in
Leader/06/ Library of Congress”
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Field 006/09 (Computer
files/Electronic resources)
 Required
by OCLC for textbased electronic resources.
Example:
Type
=a
BLvl = m (“i” in the future)
006 (Computer files)
006 (Continuing resources)
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Field 006/09 & 008/26 (Type of
Computer File Codes)
a = Numeric data
b = Computer program
d = Document
e = Bibliographic data
h = Sound
i = Interactive multimedia
j = Online system or service
m = Combination
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a
m
For computer files/electronic resources
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006 for Computer files
Audn:
File: e
GPub:
006 for Continuing resources
Freq: _ Regl: x ISSN: SrTp: d Orig: s
Form: s EntW: Cont: GPub: Conf: 0 Alph: a S/L: 2
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Type of Record & Type of Computer
File?
j
m
j
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Type of Record & Type of Computer File?
m
a
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Additional Guidelines
Guidelines for Coding Electronic Resource in Leader/06/
Library of Congress:
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Cataloging Electronic Resources: OCLC-MARC
Coding Guidelines:
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http://www.oclc.org/oclc/cataloging/type.htm
Use of Fixed Fields 006/007/008 and Leader Codes in
CONSER Records:
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http://lcweb.loc.gov/marc/ldr06guide.html
http://lcweb.loc.gov/acq/conser/ffuse.html
Case Study #2
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What do I consider the best choice for
chief source of information and title
proper?
Chief Source of Information
What is the chief source of information?
– the resource itself (AACR2R 9.0B1)
 How to determine the best choice for
chief source?
– the source that provides the most
complete information
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Title Proper – How do you
transcribe title (245) and variant
forms of title (246)?
 Do
not record introductory words not
intended to be part of the title, such as
“Welcome to” (1.1B1).
 The title may be noted and treated as a
variant title (1.B1 and 1.7B4).
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Title Proper?
Three options for title proper:
Plants database
Welcome to plants national database
Plants national database
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Which is the best choice for title
proper for this web site?
Four options for title proper:
AgeLine database
AgeLine
AARP AgeLine
AARP
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Other Title Information
 AACR212.1E1:
Transcribe other title
information if considered to be
important for integrating resources.
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Would you transcribe other title
info. after the title proper?
245 00 MedlinePlus $h [electronic resource].
OR
245 00 MedlinePlus $h [electronic resource] :
$b trusted health information for you.
Which would you choose?
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Additional Guidelines
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AACR2 Chapter 9 and 12 rules for chief source
of information, Area 1 (title and statement of
responsibility)
Case Study # 3
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Where do I locate information on
publisher, place, and dates of
publication?
Publisher vs. Host?
s
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Where is the Place of Publication?
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Dates of Publication?
s
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260
[Atlanta, Ga.?] : $b American
Cancer Society
362 1# Probably began after 1997.
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Additional Guidelines
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AACR2 Chapter 9 and 12 rules for chief source
of information, Area 4 (publication, etc.)
Case Study # 4
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The title has changed, now what do I do?
When a Data Element Changes
(LCRI 12.7A2)
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Give exact information about the timing of the
change if it is available
If exact information is not available, use
information that already exists in the record.
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Use the date from the “viewed on” note (500 field)
and put the date in angle brackets: <Mar, 24, 2004>
Changes to title proper
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If changes occur in the title proper in a later iteration:
– Do not create a new record
– Modify the title and statement of responsibility area
(245 $a/n/p/c) to reflect the current iteration.
– Data elements of previous iterations are recorded in
notes if considered important
– If needed for access, make added entry for earlier
title proper (247/547)
MARC Tagging for Change in Title
Proper
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247
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Generates a title added entry
547
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Former title proper
Former title proper complexity note
Used for complex situations, or when a title added
entry is not needed
LCRI 12.7B42 says to give a separate 547 “title
history” note in addition to the 247 field if the 247
does not provide adequate explanation.
Reflecting Changes in the Title Proper
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http://www.archive.org/
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MARC Record Example
245 00 CQ electronic library $h [electronic resource].
247 10 CQ library $f <Oct. 25, 1999>
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260
Washington, D.C. : $b CQ Press
500
Title from homepage (viewed on May 21, 2004).
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MARC Coding
ER
006
CR
006
[m
[suu d
e
]
0
2] (Integrating Entry)
245 04 The world Shakespeare bibliography online $h
[electronic resource]
246 1 $i Also called: $a WSB online
247 10 World Shakespeare bibliography $f <Oct. 11,
2001>
310 Updated monthly, $f <Feb. 27, 2004>
57 321 Updated quarterly, $f <June 15, 2001>
Case Study # 5
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How do I use field 547 to reflect a
change in title?
Using 247/547
Earlier record
245 00 BMC biochemistry and
structural biology database $h
[electronic resource]
500 Title from home page (viewed
on Dec. 10, 2002)
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Later record
245 00 BMC biochemistry database
$h [electronic resource].
247 11 BMC biochemistry and
structural biology database
$f<Dec. 10, 2002>
500
Title from home page
(viewed on Mar. 4, 2004)
547
Originally titled: BMC
biochemistry and structural
biology database. Original title
was split into: BMC biochemistry
database, and: BMC structural
biology database. A new web site
was created for BMC structural
biology database and all articles
were reformatted with the later
titles.
Case Study #6
Representing bibliographic
relationships (linking)
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Linking between records
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You can link
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IR
IR
IR
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But
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IR
serial
monograph
monograph to monograph
Example:
Philosopher’s Index (IR version)
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006 [m
e
]
006 [sqr d
0 2]
007 c $b r
001
42827211
130 0 Philosopher's index (Online)
245 10 Philosopher's index $h [electronic
resource].
310 Updated quarterly
776 08 $i Issued also in print format: $t
Philosopher's index $x 0031-7993 $w (DLC)sf
85003080 $w (OCoLC)4187784
Philosopher’s Index (Print serial)
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001
4187784
245 04 The Philosopher's index.
300
v. ; $c 24-28 cm.
776 1# $t Philosopher's index (Online) $w
(OCoLC)42827211
Summary
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IR – dynamic in nature
Basic principles for cataloging IRs
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Focus on whole publication
Focus on identification
Use cataloger’s judgment to determine
the best solutions
Group Discussion
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What other issues/challenges have you
encountered in cataloging electronic integrating
resources?
Thank You!
Slides for this presentation may be found at :
http://www.bonster.com/NASIG
[email protected]
[email protected]
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