1 Too Dynamic to Describe? NASIG Annual Conference June 2004, Milwaukee, Wis. Bonnie Parks, Oregon State Univ. Jian Wang, Portland State Univ.

2 References 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: CONSER Cataloging Manual (CCM) CONSER Editing Guide (CEG)

3 Issues to Contemplate 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?

4 A New Concept 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.

5 Why Catalog Integrating Resources? Proliferation of electronic materials Changing collections Provides one stop access Inclusive and flexible catalog New standards and rules

6 Who Catalogs Integrating Resources? Serials catalogers Electronic resource catalogers Monographic catalogers Integrating resources catalogers Metadata catalogers

7 AACR2 Revisions – New Concepts Chapter 9: Electronic Resources Chapter 12: Continuing Resources – Serials – Integrating resources Chapter 21: Choice of Access Points – Rules for title changes

8 Changes in Chapter 9 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

9 Changes in Chapter 12 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)

10 Changes in Chapter 21 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).

11 Highlights for Cataloging IRs LCRI 1.0 AACR2 rules Bibliographic formats and standards Cataloging entry conventions MARC 21 coding changes 006 coding sheet for serials

12 How do I catalog this? Is this an integrating resource? Does it fit the definition of an IR? – does not remain discrete – integrated into the whole – Is this an updating database/web site? Refer to LCRI 1.0A for guidance:

13 AACR2 Rules 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

14 MARC Codes Bibliographic Formats and Standards has been updated to include OCLC Phase 1 changes: – 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

15 Fixed Field: S/L (Entry Convention) Use code 2 to indicate that the record was formulated using the revised rules for integrated entry – The record is cataloged under latest title or issuing body – Use for continuing & integrating resources that do not retain their earlier titles.

16 What’s the difference between Integrating Resources and Serials? Integrating resources: – Description based on the latest iteration – Use of integrated entry cataloging Serials: – Description based on the earliest issue – Use of successive entry cataloging

17 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

18 New MARC 21Tags 022 – ISSN 247/547 – Change in title proper 310/321 – Frequency – Beginning/ending date of publication 550 – Issuing body note 580, 76X-78X – Relationships with other resources

19 Case Study # 1 How do I select the Type of Record and Type of Computer File codes that best characterize the content of the resource?

20 Type of Record (Leader/06) OCLC Fixed Field “Type” Examples: – Type “a” (document) – Type “e” (map) – Type “i” (nonmusical sound recording) – Type “m” (computer game)

21 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

22 Is this web site Type “a” or “m”? Type “a”

23 Is this web site Type “a” or “m”? Type “m”

24 In Case of Doubt? Code the resource “m” (computer file) “Guidelines for Coding Electronic Resource in Leader/06/ Library of Congress”

25 Field 006/09 (Computer files/Electronic resources) Required by OCLC for text- based electronic resources. Example: Type = a BLvl = m (“i” in the future) 006 (Computer files) 006 (Continuing resources)

26 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

27 a m For computer files/electronic resources

for Continuing resources Freq: _ Regl: x ISSN: SrTp: d Orig: s Form: s EntW: Cont: GPub: Conf: 0 Alph: a S/L: for Computer files Audn: File: e GPub:

29 Type of Record & Type of Computer File? j m j

30

31 a m Type of Record & Type of Computer File?

32 Additional Guidelines Guidelines for Coding Electronic Resource in Leader/06/ Library of Congress: – Cataloging Electronic Resources: OCLC-MARC Coding Guidelines: – Use of Fixed Fields 006/007/008 and Leader Codes in CONSER Records: –

33 Case Study #2 What do I consider the best choice for chief source of information and title proper?

34 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

35 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).

36 Title Proper? Three options for title proper:  Plants database  Welcome to plants national database  Plants national database

37 Which is the best choice for title proper for this web site? Four options for title proper:  AgeLine database  AgeLine  AARP AgeLine  AARP

38 Other Title Information AACR212.1E1: Transcribe other title information if considered to be important for integrating resources.

39 Would you transcribe other title info. after the title proper? MedlinePlus $h [electronic resource]. OR MedlinePlus $h [electronic resource] : $b trusted health information for you. Which would you choose?

40 Additional Guidelines AACR2 Chapter 9 and 12 rules for chief source of information, Area 1 (title and statement of responsibility)

41 Case Study # 3 Where do I locate information on publisher, place, and dates of publication?

42 Publisher vs. Host? s

43 Where is the Place of Publication?

44 Dates of Publication? s

[Atlanta, Ga.?] : $b American Cancer Society 362 1# Probably began after 1997.

46 Additional Guidelines AACR2 Chapter 9 and 12 rules for chief source of information, Area 4 (publication, etc.)

47 Case Study # 4 The title has changed, now what do I do?

48 When a Data Element Changes (LCRI 12.7A2) 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. – Use the date from the “viewed on” note (500 field) and put the date in angle brackets:

49 Changes to title proper 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)

50 MARC Tagging for Change in Title Proper 247 Former title proper – Generates a title added entry 547 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.

51 Reflecting Changes in the Title Proper

52

53

54

55 MARC Record Example CQ electronic library $h [electronic resource] CQ library $f 260 Washington, D.C. : $b CQ Press 500 Title from homepage (viewed on May 21, 2004).

56

57 MARC Coding The world Shakespeare bibliography online $h [electronic resource] $i Also called: $a WSB online World Shakespeare bibliography $f 310 Updated monthly, $f 321 Updated quarterly, $f ER006[m e ] CR006 [suu d 0 2] (Integrating Entry)

58 Case Study # 5 How do I use field 547 to reflect a change in title?

59 Using 247/ BMC biochemistry database $h [electronic resource] BMC biochemistry and structural biology database $f 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 BMC biochemistry and structural biology database $h [electronic resource] 500 Title from home page (viewed on Dec. 10, 2002) Earlier recordLater record

60 Case Study #6 Representing bibliographic relationships (linking)

61 Linking between records You can link – IR IR – IR serial – IR monograph – But monograph to monograph

62 Example: Philosopher’s Index (IR version) 006 [m e ] 006 [sqr d 0 2] 007 c $b r Philosopher's index (Online) Philosopher's index $h [electronic resource]. 310 Updated quarterly $i Issued also in print format: $t Philosopher's index $x $w (DLC)sf $w (OCoLC)

63 Philosopher’s Index (Print serial) The Philosopher's index. 300 v. ; $c cm # $t Philosopher's index (Online) $w (OCoLC)

64 Summary IR – dynamic in nature Basic principles for cataloging IRs – Focus on whole publication – Focus on identification Use cataloger’s judgment to determine the best solutions

65 Group Discussion What other issues/challenges have you encountered in cataloging electronic integrating resources?

66 Thank You! Slides for this presentation may be found at :