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AACR 2 Revision 2002: Integrating Resources and Monographs

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Title: AACR 2 Revision 2002: Integrating Resources and Monographs


1
AACR 2 Revision 2002Integrating Resources and
Monographs
  • BIBCO-AtLarge
  • ALA Midwinter Jan. 26, 2003
  • Judith A. Kuhagen
  • CPSO, Library of Congress

2
Highlights of changes
  • Chapter 3
  • Chapter 9
  • Chapter 12
  • Chapter 21
  • Related rules in chapter 1
  • Harmonization with ISBD and ISSN

3
Chapter 3 Cartographic materials
  • New rules for description of electronic
    resources
  • New rules in the Physical description area for
    layout, production method, and medium

4
Chapter 9 Computer files
  • Rules and examples for integrating resources
    relocated to chapter 12

5
Chapter 12 Continuing Resources
  • Rules for serials revised
  • Rules for integrating resources added

v. 1
v. 1
v. 2
v. 2
v. 3
v. 3
v. 4
v. 4
Journal of
etc.
6
Change in scope of chapter 12
  • Serials
  • Integrating resources, both ongoing and finite
  • Also
  • Reprints of serials
  • Resources with characteristics of serials but
    whose duration is limited

7
Integrating resources
  • New definition in AACR2 A bibliographic
    resource that is added to or changed by means of
    updates that do not remain discrete and are
    integrated into the whole. Integrating resources
    can be finite or continuing.
  • Most common
  • Updating loose-leafs
  • Updating electronic resources

8
Integrating issuance
9
Is it an integrating resource, a serial, or a
monograph?
  • LCRI 1.0 has clues
  • and defaults for this
  • decision LC practice

10
Integrating resources U.S. practice in AACR2
  • Rules in Adele Hallams manual for updating
    loose-leafs generalized to apply to all
    integrating resources
  • Only a few changes from Hallam, generally to
    allow more catalogers judgment
  • Cataloging Rules for the Description of
    Looseleaf Publications

11
Basis of description (12.0B1b)
  • Base description on current iteration
  • Iteration An instance of an integrating
    resource, either as first published or after it
    has been updated.
  • Exceptions
  • Dates of publication first and/or last
    iterations
  • Notes/Standard number all iterations and any
    other source

12
Change in an integrating resource
  • If new record not needed (usual situation)
    update the same bibliographic record
  • Re-do the description to match current iteration
  • Give earlier information in a note if important
  • Change rules in 12.1-12.6 with a corresponding
    rule for note in 12.7B

13
Notes for changes in iterations
  • 12.7A2 identify iteration(s) if note does not
    apply to all iterations
  • LCRI 12.7A2 has LC/PCC practice
  • Give exact information if readily available
  • Otherwise, use Viewed on information or
    information in Description based on note of
    record before it was revised give information in
    angle brackets

14
MARC 21 variable fields
  • 022/222 ISSN/Key title (12.8)
  • 247/547 Change in title proper (12.7B4.2)
  • 310/321 Current/former frequency (12.7B1)
  • 362 1 Beginning/ending date of publication
    (1.4F8)
  • 550 Earlier corporate body statements of
    responsibility (12.7B7.2)
  • 580/760-787 Relationships with other resources
    (12.7B8) also new subfield i

15
Relationships (12.7B8)
  • Immediately preceding, immediately succeeding, or
    simultaneously issued resources
  • Reciprocal notes
  • Related work added entries only in a few
    situations (LCRI 21.28B1)
  • Maintenance of link in other record(s) when
    1XX/245 changes in current record

16
Form of linking entry
17
Continuation New Edition
  • 010 a 2002046534
  • 020 a 0179852641 (loose-leaf)
  • 100 10 a Allan, Wallace, d 1950-
  • 245 10 a Regulations. p Loans.
  • 250 a 2nd ed.
  • 780 00 a Allan, Wallace, 1950- t
    Regulations. Loans. b 1st ed. z 0165247719
    w (DLC)97109851

18
Continuation Earlier Edition
  • 010 a 97109851
  • 020 a 0165247719 (loose-leaf)
  • 100 10 a Allan, Wallace, d 1950-
  • 245 10 a Regulations. p Loans.
  • 250 a 1st ed.
  • 785 00 a Allan, Wallace, 1950- t
    Regulations. Loans. b 2nd ed. z 0179852641
    w (DLC)2002046534

19
New integrating resource record
Add 776 0 t Franchise handbook x
0882-5505 w (DLC)85644136
Existing serial record
Add 776 0 t Franchise handbook online w
(DLC)98801778
Courtesy Dave Reser
20
Merger New Resource
  • 010 a 2002111111
  • 022 a 1234-5678
  • 245 00 a Regulations for commercial and
  • residential property.
  • 580 a Merger of Regulations for commercial
  • property, and Regulations for
    residential property
  • 780 14 t Regulations for commercial property
    z 1212343456 w (DLC)95012012
  • 780 14 t Regulations for residential property
    z 0101252252 w (DLC)96214789

21
Merger One of Completed Resources
  • 010 a 95012012
  • 020 a 1212343456 (loose-leaf)
  • 245 00 a Regulations for commercial property.
  • 580 a Merged with Regulations for
    residential property, to form Regulations for
    commercial and residential property
  • 785 17 t Regulations for residential property
    z 0101252252 w (DLC)96214789
  • 785 17 t Regulations for commercial and
    residential property x 1234-5678 w
    (DLC)2002111111

22
Merger Other Completed Resource
  • 010 a 96214789
  • 020 a 0101252252 (loose-leaf)
  • 245 00 a Regulations for residential property.
  • 580 a Merged with Regulations for
    commercial property, to form Regulations for
    commercial and residential property
  • 785 17 t Regulations for commercial property z
    1212343456 w (DLC)95012012
  • 785 17 t Regulations for commercial and
    residential property x 1234-5678 w
    (DLC)2002111111

23
Notes more information/examples
  • MARC 21 bibliographic format
  • LCRIs for 12.7 rules
  • Training materials posted on Web sites listed on
    last slide

24
Leader Bibliographic Level
  • New code i (integrating resource)
  • OCLC
  • Implemented no earlier than mid-2003
  • Interim continue to use code m (monograph)
  • RLG Union Catalog
  • Implemented in all formats except Books
  • If language material
  • Use Books format and code m
  • Alternatively, use Serials format and code i

25
Continuing resource (CR) 006/008
  • Use CR 006 if coding m in Leader Bibliographic
    level (current LC/BIBCO policy)
  • In OCLC
  • In RLG Union Catalog use Books format
  • Alternatively, in RLG Union Catalog
  • Use CR 008 if using Serials format coding i
  • Use CR 006 if using format other than
    Books/Serials coding i

26
Continuing resource 006
  • Until LC uses code i in Leader Bibliographic
    level, LC will code only these positions in CR
    006 most important information
  • Frequency
  • Type of continuing resource (was Type of serial)
  • Entry convention (was Successive/latest entry)
  • Form of item for electronic resources

27
Create new record?
  • 1 Different resource (!!)
  • 2 Merger/split (12.7B8b 12.7B8c)
  • 3 Change in edition statement (LCRI 21.3B)
  • 4 Original URI is still active but original
    resource no longer available (LCRI 21.3B)

28
ATTENTION
  • MONOGRAPH CATALOGERS

29
Changes affecting monographs
  • Chapter 12 revisions
  • Some resources of limited duration
  • Transcription of title of monographic series or
    integrating resource not of multipart item
  • --- in series statement of analytic record
  • --- in series authority record
  • Chapter 1 additions/revisions
  • Rule 21.2A revision

30
Resources of limited duration
  • LCRI 1.0 has LC practice
  • Publications of limited-duration activities
    provided that resources have some characteristics
    of serials (successive issues, numbering, and
    perhaps frequency)
  • No recataloging of existing records

31
Transcribing title proper Introductory words
1.1B1
  • Rule applies to all resources
  • Do not transcribe words that serve as an
    introduction and are not intended to be part of
    the title

32
LCRI 1.1B1 Introductory words
  • Catalogers judgment
  • Look at other sources
  • Consider presentation, typography, etc.
  • Occurs primarily with moving image materials,
    electronic resources, and popular journals
  • Doubt? Longer form as 245 shorter form as 246

33
Introductory words 245
  • On t.p. The Iowan Magazine Presents Covered
    Bridges Tours
  • 245 00 a Covered bridges tours
  • 246 1 i Title on title page a Iowan
    magazine presents covered bridges tours

34
Transcribing title in 4XX field in bibliographic
record
  • Rule for title proper of series (1.6B1) refers to
    1.1B and to 12.1B
  • Revised rules that apply
  • Rule 1.1B1 introductory words
  • Rule 12.1B1 typographical error
  • Rule 12.1B2 full form vs. initialism

35
Introductory words 4XX
  • On container Welcome to
  • Classic comedies series
  • Bibliographic record
  • 440 0 a Classic comedies series

36
Introductory words SAR
  • 130 0 a Classic comedies series
  • 430 0 a Welcome to classic comedies
    series
  • 670 a ____ b container (Welcome to
    classic comedies series)
  • Reference LCRI 26.5A

37
Typographic error 12.1B1
  • Correct obvious typographic errors when
    transcribing the title proper In case of doubt
    .., transcribe the spelling as found.
  • Why? Title proper should represent real title of
    the resource and not a form with typographic
    error on just one issue of serial or one
    iteration of an integrating resource.

38
Typographic error 4XX
  • On jewel box Lets Dancce !!!
  • Bibliographic record
  • 440 0 a Lets dance

39
Typographic error SAR
  • 130 0 a Lets dance
  • 430 0 a Lets dancce
  • 670 a _______ b jewel box (Lets
    dancce)
  • Or can include sic in 670 b
  • Reference LCRI 26.5A

40
Full form vs. initialism or acronym 12.1B2
  • When both title in full and initialism or acronym
    of title are on chief source, choose the full
    form as the title proper.
  • Can give initialism or acronym as other title
    information (12.1E1 and 1.6D1)
  • LC/PCC practice in LCRI do not change records
    created before Dec. 1, 2002
  • Harmonization with ISSN

41
Full form preferred 4XX
  • On series t.p.
  • USDH
  • United States Diplomatic History
  • Bibliographic record 4XX
  • 440 0 a United States diplomatic history

42
Full form preferred SAR
  • 130 0 a United States diplomatic history
  • 430 0 a USDH
  • 670 a ____ b ser. t.p. (USDH United
    States diplomatic history)
  • Reference LCRI 26.5A

43
New sequence of series numbering series
statements (1.6G1/12.3G1)
  • Wording such as new series present give what
    you find in 4XX v
  • v new ser., v. 1
  • Different system begins again with 1 give what
    you find in 4XX v
  • v no. 1
  • (former system used volume)

44
New sequence of series numbering series
statements (1.6G1/12.3G1)
  • Same system begins again with 1 but wording such
    as new series isnt present supply new
    ser. or similar wording in language of title
  • v new ser., v. 1
  • (former system also used volume)

45
New sequence of series numbering SARs (LCRI
1.6G1 DCM Z1 642)
  • Wording such as new series present add new 642
    to existing SAR
  • 642 a new ser., v. 1
  • 642 a v. 3
  • Different system begins again with 1 add new 642
    to existing SAR
  • 642 a no. 1
  • 642 a v. 2

46
New sequence of series numbering SARs (LCRI
1.6G1 DCM Z1 642)
  • Same system begins again with 1 but wording such
    as new series isnt present add new 642 with
    supplied wording in brackets to existing SAR
  • 642 a new ser., v. 1
  • 642 a v. 1
  • LCRI 1.6G1 has guidance for deciding if you have
    same series with new system or have a different
    series
  • Not term for same sequence is inconsistent

47
Dates of publication, etc. 1.4F8
  • Rule applies to all resources serials,
    integrating resources, and multipart items
  • If first and/or last issue/part/iteration not
    available, dont give date(s) in 260 c
  • Give any information in note
  • 362 1 a Began in 2001?
  • 362 1 a Began publication in 1999.

48
1.4F8 option
  • Option decision for LC/PCC for integrating
    resources and multipart items
  • Apply option only when an explicit statement is
    found in the resource being cataloged.
  • Code 008 Date 1 based on earliest date found in
    either the 260 or 362 1 field.

49
LCRI 1.4F8 revision
  • LCRI being revised to add information currently
    in LCRI 12.7B11.2 about note if beginning date is
    not that of the first part
  • 260 a ___b ___, c 1999-
  • 500 a Vol. 1 published in 2000.
  • To be published in Update 1 for 2003

50
Item described note 1.7B23
  • Rule applies to all resources serials,
    integrating resources, and multipart items
  • For multipart items, if the description is not
    based on the first part , identify the part
    used as the basis of description

51
LCRI 1.7B23
  • Include the publication date in the note.
  • 500 a Description based on v. 2,
    published in 2002.
  • LC/PCC practice
  • Do not add a Latest issue consulted note.
  • When first part received, remove the note and
    modify the description as needed.

52
SAR change in title proper (21.2A)
  • Rule 21.2A revised
  • Major change new record
  • Minor change not a new record
  • Harmonization with ISBD ISSN
  • Some categories of minor change moved from LCRI
    to rule

53
LCRI 21.2A LC/PCC practice
  • Rule applies only to monographic series other
    serials
  • Remember to compare title to title recorded in
    SAR 1XX, not to title in SAR 4XX
  • Advance implementation of revision of 21.2A2
    category i) also rearrangement of term in title

54
21.2A1 major change
  • Only difference in situation of a change in a
    corporate body name given anywhere in the title
    if it is a different corporate body any
    corporate body, not just issuing body

55
21.2A2 minor change changes in rule/U.S.
practice
  • In category a) Difference in representation
    Initialism/acronym vs. full form when the only
    form
  • Readings in applied psychology
  • becomes
  • RAP

56
21.2A2 minor change changes in rule/U.S.
practice
  • Category c) Difference in form of bodys name
    anywhere in title, not just at end
  • Nelson Society report
  • becomes Report of the Nelson Society
  • Report by Nelson Society
  • becomes Nelson Society report

57
21.2A2 minor change changes in rule/U.S.
practice
  • Category h) Words in a list addition,
    deletion, change anywhere in title if no
    significant change in subject matter
  • Studies on growing roses, lilacs, azaleas,
    peonies, and other plants
  • becomes
  • Studies on growing roses, azaleas, peonies, and
    other plants

58
21.2A2 minor change changes in rule/U.S.
practice
  • Category i) Type of resource addition,
    deletion, rearrangement anywhere in title
  • Humanities becomes Humanities series
  • Philosophy series becomes Philosophy
  • Series on biology becomes Biology series
  • major Zoology series becomes Zoology magazine
  • LCRI A frequency (e.g., monthly) is not a type
    of resource

59
21.2A2 minor change more changes in rule/U.S.
practice
  • Default now minor
  • Implementation policy do not delete or condense
    any SARs created before Dec. 1, 2002

60
More info about Revision 2002?
  • CPSO Web site
  • www.loc.gov/catdir/cpso/
  • BIBCO Web site
  • www.loc.gov/catdir/pcc/bibco.html
  • CONSER Web site www.loc.gov/acq/conser/
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