changes to aacr2 problems and solutions

Jan. 29, 2004 OLA SuperConference 20041

Changes to AACR2 Problems and Solutions

Pat Riva

(McGill University)

Maureen Killeen

(A-G Canada Ltd.)

Jan. 29, 2004 OLA SuperConference 20042

Part 1Currents in AACR

Presented by

Pat Riva

McGill University

Jan. 29, 2004OLA SuperConference 20043

Context of change to AACR2

AACR is a work-in-progress Shift from incremental changes to more

fundamental changes Annual cycle of amendments starting in 2001


Recent amendment packages

2002 – huge: new chapters, fundamental issues addressed

2003 – small: incremental changes, specific issues, new index

2001 – in-between: one new chapter, other incremental changes

2004 – probably also fairly small


A beginning : the 1997 Toronto Conference

Why was it held? New types of materials Concern about forms of issuance New technology for OPACs International issues


Toronto Conference topics

History of AACR Modelling the logic of

AACR Catalogue production

technology Beyond MARC

What is a work? Bibliographic

relationships Content vs Carrier Seriality Access points for works


IFLA Cataloguing Section

Functional Requirements for Bibliographic Records (FRBR) published 1998

ISBD(ER) published 1997, rev.ed. of ISBD(CF) ISBD(S) => ISBD(CR), published 2002 Functional Requirements and Numbering of

Authority Records (FRANAR), near completion International Meeting of Experts on an

International Cataloguing Code, July 2003


JSC items for immediate action from Toronto Conference

Principles of AACR2 Data modelling Seriality Rule 0.24 and Content vs Carrier JSC procedural tasks:

– AACR website– JSC mission statement


Principles of AACR2

JSC working document prepared by Barbara Tillett in 2001 and posted on JSC web

Statement of underlying principles to be included in an expanded introduction

Influenced the IFLA 2003 draft “Statement of International Cataloguing Principles”


Data Modelling

The Logical Structure of the Anglo-American Cataloguing Rules (1998-1999) by Tom Delsey

Examined both Part I (Description) and Part II (Access)

Identified major issues


Results so far

2001: term of address at end of the name (rules 22.15B1, 22.19B1)

2002: 1.4D4 deleted (no longer use “the Institute” “the Museum” in 260$b even if the name of the publisher appears in 245$c)

2003: 21.30J1 revised to always make a title added entry from title proper


Logical Model issues still pending

How should Part I be organized? Inconsistencies in choice of main entry for

different types of works Rule of 3 in chapter 21 and more


Seriality

Major accomplishment Definition of Integrating resources and

Continuing resources in 2002 amendments Complete revision of chapter 12, changes in

chapters 21 and 1 Harmonization with ISBD(CR) and ISSN


Seriality principles

Recognition of change over time Basis of description Major/minor changes and impact on what is a

new work Note to monograph cataloguers: revised ch.12

also applies to series


Seriality issues still pending

Refinements to rules for serials and integrating resources including their application to series

Description of multipart monographs, particularly those issued over time

Clear definition of basis of description by mode of issuance

Some of these probably in 2004 amendments


Rule 0.24 and Content vs Carrier

Revised in 2001: “It is important to bring out all aspects of the

item being catalogued, including its content, its carrier, its type of publication, its bibliographic relationships, and whether it is published or unpublished. In any given area of description, all relevant aspects should be described.”


Much still to come

2001 rule 0.24 considered only a first step How does FRBR relate to the multiple versions

issue? JSC created the Format Variation Working

Group (FVWG) in 2001


Format Variation Working Group

Interim Report (Oct. 8, 2001) on JSC web Reaffirmed the manifestation as the basis of

the bibliographic record Describe the manifestation, collocate/index to

provide access to the expression and work Current task: revise ch.25 to provide for

headings for works and expressions Also, investigate GMD in an FRBR context


Incorporating FRBR terminology

JSC separated this task from the FVWG To align terminology of AACR with FRBR,

particularly work/expression/manifestation/item Propose Glossary definitions of FRBR terms Identify FRBR concepts already in the rules Not to actually change the intent of any rules!


Consistency Across Part I

A CC:DA Task Force Conservative mandate: promote consistency,

remove needless inconsistencies, move general rules to chapter 1

Open question – Will consistency be a step along a path to a new organization for Part I?


JSC current activities

Format Variation Working Group FRBR terminology GMDs Chapter 21 and the rule of 3 New Introductions


Electronic Resources

2001 revision of chapter 9 did not address issues relating to areas 3 and 5

Expect removal of area 3 (Type and extent of resource) from chapter 9 in 2004

CC:DA/BL task force to “reconceptualize” ch. 9 Linked to work on Part I as a whole


Authority Control as Part III?

Desire to address authority records explicitly More a reorganization of ch.22-26 than actual

new rules Part II would consist only of chapter 21: Choice

of access points Will consider the FRANAR report


AACR3 at last?

JSC announcement Sept. 30, 2003: “As part of its strategic plan JSC is working

towards a new edition of AACR.”

Not before 2006, likely later. April 2004 JSC meeting will focus on planning

this new edition.

changes to aacr2 problems and solutions

Documents

worksola superconference

issnola superconference

seriesola superconference

smallola superconference

moreola superconference

seriality issues

new chapters

new worknote