1. AACR2 2002 & DDC 22 A Presentation to Super Conference 2004 Thursday, January 29, 2004 by Joe Cox Faculty of Information Studies University of Toronto

2. Agenda Introduction AACR2 2002  Rationale for new revision  Major changes Chapter 3 - Maps Chapter 9 - Electronic Resources Chapter 12 - Continuing Resources  Minor changes

3. Agenda (continued) Coffee Break DDC22  Revision process  Changes Removal of Table 7 004-006, 200, 305-306, 340, 510, 540, Tables Conclusion

4. AACR2 2002 A shift in focus:  International Conference on the Principles and Future Development of AACR, Toronto, 1997  Changes due to WWW  From container to content  Multiple formats on the agenda again

5. AACR2 2002 1998 Revision then Amendments 1999 - Minor Amendments 2001- More movement toward change 2002 Revision – Major change + incorporates Amendments to 2002

6. AACR2 2002 AACR2 1998 Rule 0.24: “It is a cardinal principle of the use of part I that the description of a physical item should be based in the first instance on the chapter dealing with the class of material to which the item belongs.”

7. AACR2 2002 Rule 0.24: “It is important to bring out all aspects of the item being described, including its content, its carrier, its type of publication, its bibliographic relationships, and whether it is published or unpublished.”

8. AACR2 2002 Elimination of Rule 1.4D4 Chapter 3, Cartographic Materials –Change in GMD to [cartographic material] (no longer [globe] or [map]) –Change in “Mathematical and other material specific details area” Scale Projection

9. AACR2 2002 Chapter 3, Cartographic Materials –Change in Mathematical and other material specific details area (continued) Type and extent Digital graphic representation Numbering related to serials

10. AACR2 2002 Chapter 9, Electronic Resources  Change in name from ‘Computer files’ to ‘Electronic resources’ … data, games, graphics, images, music, programs, statistics…  Local and remote resources: Local: you insert… Remote: you access…

11. AACR2 2002 9.0B1 Chief Source of Information  "The chief source of information for electronic resources is the resource itself."  "If the information... varies in degree of fullness, prefer the source that provides the most complete information." 9.0B2 Prescribed Sources of Information  "The item itself, information issued by publisher, creator, etc., or any source, depending on area of description.”

12. AACR2 2002 9.1C General Material Designation  Optional, but "[electronic resource]" if used. 9.3 Type and Extent of Resource Area  "Type of resource" part of Area 3 (9.3B1) is required for resources available by remote access Electronic data Electronic program(s) Electronic data and program(s)  "Extent of resource" part of Area 3 (9.3B2) is not required for resources available by remote access.

13. AACR2 2002 9.4 Publication, Distribution, etc., Area  9.4B1: "Record information about the place, name, and date of all types of publishing, distributing, etc., activities as instructed in 1.4B."  9.4B2: "Consider all remote access electronic resources to be published."

14. AACR2 2002 9.5 Physical Description Area  As per footnote 2, under 9.5, "Do not give a physical description for an electronic resource that is available only by remote access. See 9.7B1c and 9.7B10."  9.7B1c: "Mode of access. If a resource is available only be remote access, always specify the mode of access. Begin the note with Mode of access:"  9.7B10: "Physical description... If the resource is available only by remote access, give the physical details [in a note] (e.g., colour, sound) if they are readily available and considered important."

15. AACR2 2002 9.5 Physical Description Area  9.5B1 Optionally, use conventional terminology to record specific format of the physical carrier  1 CD-ROM (rather than 1 Computer optical disk)

16. AACR2 2002 9.7B1. Nature and scope, system requirements and mode of access  9.7B1a: "Nature and scope. Make notes on the nature and scope of the resource unless it is apparent from the rest of the description.“  9.7B1b: "System requirements. Make a note on the systems requirements of the resource if the information is readily available.“

17. 9.7B1. Nature and scope, system requirements and mode of access 9.7B1c: "Mode of access. If a resource is available only be remote access, always specify the mode of access. Begin the note with Mode of access:." AACR2 2002

18. 9.7B3 Source of the Title Proper Note  "Always give the source of the title proper." 9.7B8 Type and Extent of Resource Note  "Give information relating to the type and extent of the resource if it is considered to be important and not found elsewhere in the description." Electronic journal. Resource size varies.

19. AACR2 2002 Chapter 9 further Information: Cataloguing The Chameleon: Remote Access Electronic Resources, Description and Access Application of AACR2 2002 & DDC 22 Joseph P. Cox & Lynne C. Howarth http://www.fis.utoronto.ca/inforum/chameleon/chameleon.htm

20. AACR2 2002 Chapter 12, Continuing Resources Definitions:  Continuing resource: A bibliographic resource that is issued over time with no predetermined conclusion. Continuing resources include serials and ongoing integrating resources

21. AACR2 2002 Chapter 12, Continuing Resources Definitions:  Serial: A continuing resource issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion. Examples of serials include journals, magazines, electronic journals, continuing directories, annual reports, newspapers, and monographic series.

22. AACR2 2002 Chapter 12, Continuing Resources Definitions:  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. Integrating resources can be finite or continuing. Examples of integrating resources include updating loose-leafs and updating web sites.

23. AACR2 2002 12.0B1 Basis of the description  Serials: Base the description of a serial on the first issue or part or, lacking this, on the earliest available issue or part.  Integrating resources: Base the description of an integrating resource, except the beginning date of publication, on the current iteration of that resource.

24. AACR2 2002 12.1B8Change in title proper  Serials: If a major change in the title proper occurs, make a new description. If a minor change occurs in the title proper on a subsequent issue or part, in general, give the later title in a note.  Integrating resources: If any change in the title proper occurs on a subsequent iteration, change the title and statement of responsibility area to reflect the current iteration and, in general, give the earlier title in a note.

25. AACR2 2002 12.1F3 Editors  Serials: Do not record as statements of responsibility relating to persons who are editors  Integrating resources: Record statements relating to persons who are editors as statements of responsibility if considered to be important 12.3 Numbering area  Serials: Give this area for serials if cataloguing from the first and/or last issue or part.  Integrating resources: This area is not generally applicable.

26. AACR2 2002 12.4 Publication Information  Serials: If the place of publication or name of publisher changes on a subsequent issue or part, give the later place or name in a note if considered to be important.  Integrating resources: If the place of publication or the name of the publisher changes on a subsequent iteration, change the place of publication or name of publisher to reflect the current iteration and give the earlier place or name in a note if considered to be important.

27. AACR2 2002 Chapter 12 further Information: Conser editing guide. 1994 ed. Washington : Serial Record Division, Library of Congress, c1994-

28. AACR2 2002 Annual Update 2003 now published  Because of new loose leaf format  Minor changes in: Chapters 1; 3; 12; 21; 24; 25 and 26

29. Coffee Break!

30. DDC 22 Published 2003 in 4 vols:  Vol 1:Manual, Glossary, Tables  Vol. 2:Summaries, Schedules 000-500  Vol. 3:Schedules 600-900  Vol. 4:Relative Index

31. DDC 22 Context for revision:  Changes due to WWW  Wide use of Dewey  International perspectives  Removal of bias  Interdisciplinary and multidisciplinary studies

32. DDC 22 Major Changes? Not really! Removal of Table 7: Groups of Persons  Use notation from the schedules  Use notation –08 (History and description with respect to kinds of persons) from T1

33. DDC 22 004-006 Computer science  Some expansion of existing numbers  Reflecting developments in the discipline  Problem of reclassification? Less due to nature of materials classified  Problem area still, due to interdisciplinary nature of IT and CS

34. DDC 22 004.678 Internet (World Wide Web)  not expanded enough?  Use 006.7, 025.04, 384.33 also 005.5General purpose application programs (relocated and expanded) .e.g. 005.52Word porcessing 005.58Presentation software

35. DDC 22 006.74Markup languages  Arrange in alpha order by language, e.g XML 006.8Virtual reality

36. DDC 22 011.39Bibliographies of electronic resources

37. DDC 22 070.5797Electronic publications  Class an electronic version of a specific kind of publication with the kind, e.g. electronic books in 070.573 [that is, with specific kinds of books], electronic maps in 070.5793 070.57973Web publications  Class here internet publishing

38. DDC 22 200Religion  Major movement of schedules in 200+ completed with DDC 2002 201-209 Specific aspects of religion  Mostly moved from 291.1 – 291.9 299Religions not provided for elsewhere  Primarily expansions

39. DDC 22 305.23Young people – through age twenty  Many expansions, for example 305.23081Boys 305.23082Girls 305.8Ethnic and national groups  Relocated from 306.08 Indigenous racial, ethnic, national group And expanded

40. DDC 22 306Culture and institutions  Some expansions 341Law of nations  Renamed from: International Law A few new numbers sprinkled throughout 300-399

41. DDC 22 400Language  Some expansions and relocations  Improvement in headings, e.g. 419Sign languageswas 419Structured verbal language other than spoken and written

42. DDC 22 510Mathematics  Some extensive expansions throughout 510-519, e,g, 512.4 Rings  512.6Category theory, homological algebra, K-theory is a new number

43. DDC 22 543Analytical chemistry  Extensive revisions, expansions and relocations  E.g. 543.2-543.8 was previously 543.08 A few new numbers sprinkled throughout 500-599

44. DDC 22 616.027Experimental medicine  relocated from 619, and expanded 616.5Diseases of integument  clarified and expanded 616.91Viral diseases  relocated from 616.925, revised and expanded

45. DDC 22 641Food and drink  New numbers added extensively to some subjects, e.g.  641.5Cooking 641.5611Cooking for one 641.774Stir frying 641.8248Pizza

46. DDC 22 A few new numbers, relocations, and expansions sprinkled throughout 600-699 and 700-799 and 800-899

47. DDC 22 900History, geography, and auxiliary disciplines formerly Geography, history, and auxiliary disciplines

48. DDC 22 900-999 Historical periods and geographical names updated as needed, e.g.  945.85Malta updated historical periods  967.51Democratic Republic of the Congo Previously Zaire

49. DDC 22 Other changes T2 updated for geographic names as needed Improved Manual Much improved Index More and better summaries

50. AACR2 2002 & DDC 22 Thank You! Joe Cox (cox@fis.utoronto.ca)