CONSER Standard Record Quick Review By:

2 Current resources Complete Power Point Presentation Cataloger’s Cheat Sheet Documentation Metadata Application Profile (MAP) Appendices Decision-making guidance Working with copy/record maintenance

3 General principles Metadata Application Profile (MAP) identifies mandatory data elements Additional data elements may be added Specialized resources = specialized treatment Existing copy not changed unless incorrect or information outdated New records maintained to new standard Records may contain a mix of old and new practices (as always)

4 If in doubt … Follow the general principles Do what makes the most sense Do what you’ve always done (unless guidelines instruct otherwise) Exercise your cataloger’s judgment!

5 What’s the same? Main entry Title proper Edition statement Place of publication Publisher Current frequency Numbering area (unformatted) Subject headings Most added entries Most linking fields

6 What’s different? Simplification Fixed field, 006, 007, other MARC fields Coding of indicators for 246 field Authorized access points vs. transcription and/or notes Limited use of differentiating uniform titles

7 What’s different? Numbering Numbering statement in note format (362) Always a “Description based on” note Always a source of title note (even if t.p.) Standard abbreviations not required

8 Why change numbering? Clarity Consistency Efficiency Ease of training

9 “CSR” and “AACR2” CONSER standard record cataloging is an application of AACR2 cataloging Examples labeled “CSR” show CONSER standard record application of AACR2 Examples labeled “AACR2” show elements beyond the requirements of “CSR”

10 Fixed field

and 007 fields Mandatory: only first byte of 006 Form of material Mandatory: only first two bytes of 007 Category of material Specific material designation 006 [m ] 007 $a c $b r

12 AACR2 – Basis of description If first issue: Do Formatted numbering statement No. 1 (June 1936)- No 500 “Description based on” note If not first issue: No Formatted numbering statement Do 500 “Description based on” note If not first issue, but have information: Do Unformatted numbering statement (note) Do 500 “Description based on” note $a Description based on v. 14, no. 3 (Dec. 1998).

13 CSR – Basis of description The first issue, but if that’s not available the earliest issue in hand: Do Unformatted numbering statement $a Began with v. 1, no. 1 (May 2002). Do 500 “Description based on” note $a Description based on: Vol. 14, no. 3 (Dec. 1998) $a Description based on: Vol. 1, no. 1 (May 2002).

14 Noting chief source CSR Note chief source, even if title page, and combine with “Description based on” note: Description based on: Vol. 1, no. 1 (Jan. 2001); title from cover Description based on: Jan. 2003; title from t.p $a Description based on first and only issue; title from caption. AACR2 Note chief source only if it’s not title page Description based on: Jan. 2003; title from cover.

15 Other title information Transcribe if considered useful: To clarify the title proper $a Focus : $b a journal of legal studies. or $a Focus $a “A journal of legal studies.” To “explain” the title proper (LCRI 12.1E1) $a Nature Conservancy : $b [newsletter].

16 Any of these are options under CSR $a Rain clouds $a Rain clouds : $b journal of poetry and pessimism $a Rain clouds $a Journal of poetry and pessimism $a Rain clouds $a “Journal of poetry and pessimism.” On title page: Rain Clouds Journal of Poetry and Pessimism

17 Variant titles Record all variant titles as usual Parallel titles/acronyms = “variant titles” Parallel titles from chief source Other variant titles (including initialisms/acronyms) Minor title changes (including parallel titles found on later issues) 246 1_ $i … : $a

18 Variant titles: CSR vs. AACR2 Initialisms/acronyms: Cataloging world CWCSR Cataloging world : $b CW CWAACR2 Parallel titles: Annual review Rapport annuelCSR Annual review = $b rapport annuel Rapport annuelAACR2

19 CSR on variant titles Titles that appear elsewhere on issue: $a The miner & workman's advocate $a Advocate [cover title] Other forms of the title: $a The miner & workman's advocate $a Miner and workman's advocate Parallel titles: $a Japan report $a Nihon

20 CSR & AACR2 on variant titles Variant titles: $a Freeport daily journal $i Alternate issues published with title: $a Chicago daily telegraph $a Los Angeles design world $i Issues for Nov have title: $a LA design world Titles that do not appear on any pieces: $a Tennessee ancestors $i Popularly known as: $a Tenn an

21 Statement of Responsibility A corporate body appearing prominently in conjunction with the title: News and events Art Institute of Chicago CSR Statement of responsibility not transcribed if national name authority record exists If no name authority record, follow AACR2 and transcribe in 245 $b or $c $a News and events / $c Art Institute of Chicago.

22 There is a name authority record in national authority file, so… $a Horizons. On cover: Horizons ** The Agency for International Development ** Published in Washington, D.C. by the Agency for International Development…

23 Publication information Place First-named place required (LCRI 12.4C) Online resources: [S.l.] if not readily available If country known (or reasonably guessed): [United States] or [United States?] Dates $c CSR Optional AACR2 Only if first and/or last piece in hand

24 Physical description Required only for tangible, non-print resources $a CD-ROMs $a 12 microfilm reels $a sound discs

25 Frequency Required: Current frequency if known (310) Fixed field = fill characters Optional: Former frequency (321) Maintenance (existing records): Update 310 with current frequency Move previous frequency to 321 field Leave all existing 321 fields

26 If creating an original record - CSR $a Quarterly If editing existing copy – AACR $a Quarterly, $b $a Monthly, $b $a Three times a year, $b Item(s) described: Monthly, ; three times a year, ; quarterly, And the fixed field coding?

27 Numbering Unformatted 362 note $a Began with neue Folge, Nummer 1 (1997); ceased with neue Folge, Nr. 11, published $a Began with numero 1 (abril 2001); first series ceased with numero 12 (marzo 2003); nuevo serie began with numero 1 (abril 2003). Optional Abbreviations Capitalization Arabic numerals (for spelled out numbers)

28 Numbering Optional: Abbreviations, capitalization, Arabic numerals (for spelled out numbers) Volume 1, number 1 or: Vol. 1, no. 1 Vol. IV, no. 4 or: Vol. 4, no. 4 Second series or: 2nd ser. Nouvelle série or: Nouv. sér.

29 AACR2: $a Amsterdam ; $a New York : $b Harwood, $c $a Feb CSR: $a Amsterdam : $b Harwood $a Began with February OR: Began with Feb $a Description based on first issue; title from t.p. On title page of first issue, called February 2006: Harwood Amsterdam, Beijing, Canberra, New York 2006

30 Numbering (maintenance) Ceased title (have last issue) Add to existing or Add a separate unformatted note (362 1-) New series Add to existing or Convert to unformatted note (362 1-)

31 CSR: $a Vol. 1, no. 1-v. 4, no. 4. OR $a Vol. 1, no $a Ceased with v. 4, no. 4, published in $a Final issue consulted. In OCLC record: $a Vol. 1, no $a Latest issue consulted: Vol. 4, no. 3. Ceased with: Volume 4, number 4, with publication date of 2005 (last issue in hand).

32 How would you update the catalog record for the 3rd series? a. Add to formatted 362 b. Convert formatted 362 to unformatted note & add new information c. Leave existing 362; add separate unformatted 362 In catalog record: $a No. 1-no. 6 ; [new ser.], no. 1- You have two issues: -- No. 3, published in 2004 (last issue of “new ser.”) -- 3rd series, No. 1, published in 2006

$a No. 1-no. 6 ; [new ser.], no $a [New series] ended with No. 3, published in 2004; 3rd series began with No. 1, published in $a Latest issue consulted: 3rd series, No. 1, published in In catalog record: $a No. 1-no. 6 ; [new ser.], no. 1- You have two issues: -- No. 3, published in 2004 (last issue of “new ser.”) -- 3rd series, No. 1, published in 2006

34 CSR required notes DBO Source of title Numbering Latest issue consulted note: $a Latest issue consulted: $a Final issue consulted. Even when cataloging based on one issue: $a Description based on: 1918; title from t.p $a Latest issue consulted: 1918.

35 Uniform title Distinguishing uniform title only to resolve conflicts (LCRI 25.5B) for: Monographic series Serial title = Generic term or Serial title = Generic term plus frequency word Create uniform titles as required for legal materials and other cases for collocation purposes

36 Translations/language editions No uniform title Collocating title added entry Linking entry field $a Analyse des politiques éducatives $a Education policy analysis. $l French $i Issued also in English: $t Education policy analysis $x [ISSN] $w (DLC) … $w (OCoLC) …

37 Series (traced) Series statement (4xx): If authority record  Not required No authority record  Required Series added entry (8xx): Record authorized form here instead of 4xx

38 On item described: Reports of the Mono Lake Committee In LC authority record: $a Report (Mono Lake Committee) In catalog record: $a This month at Mono Lake $a Lee Vining, CA : $b Mono Lake Committee $a Report (Mono Lake Committee)

39 On item described: National parks occasional news brief (No LC/NACO authority record) In catalog record: $a Yosemite this month $a Lee Vining, CA : $b Eastern Sierra Mountain Climbers Association $a National parks occasional news brief

40 Issuing body notes (LCRI 12.7B7.1) Optional, if authority record exists Required If authority work does not exist and will not be created If issuing responsibility for the work changes

41 In catalog record: $a Behavior therapy $a New York : $b Elsevier $a Association for Advancement of Behavior Therapy. On item described: Behavior Therapy Official journal of the Association for Advancement of Behavior Therapy Published by Elsevier. LC/NACO authority record exists for the Association.

42 In catalog record: $a New York : $b Elsevier $a Issued by: Association for Behavioral and Cognitive Therapies, $a Association for Advancement of Behavior Therapy $a Association for Behavioral and Cognitive Therapies. On (later) issue for Jan. 2006: Official journal of the Association for Behavioral and Cognitive Therapies Authority record exists for later name of the Association.

43 Miscellaneous … Prefer linking fields where feasible: $i vs. 530 note generation from 7xx vs , 740 not required if linking field exists Optional fields/subfields: use only $a (record details in 546) 538 not required except … Refer to MAP and Cataloger’s Cheat Sheet

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