Frieda RosenbergALA Annual Meeting

Continuing Resources Cataloging Committee

Chicago, June 2005

The Serial Super-Record

2.0

a

In a time of ever larger collections and catalogs…

Catalog Environment

• Competition with more comprehensive and more efficient information tools

-catalogs are particularly problematic for journal searching-typical search fails to retrieve some relevant titles and retrieves some irrelevant titles

• Supplementation or even duplication of the catalog path to resources– catalog records hard to integrate with

uncontrolled, non-normalized, information

Catalog problems

• Search options too complicated

• Multiple records for the same work

• Relationships between records– not revealed at all in some cases

– not explained sufficiently

– hidden at the point where the user needs the information

• Too many paths leading in circles to the same record

Catalogs fail because

• Keyword searches often treat MARC records as if they are full text—they’re not rich enough to qualify!

• Library catalogs make almost no use of the rich thesaural structures available in authority files to improve user access.

Diane Hillmann, Mar. 2005(FRBR may improve some of that)

“Flat records” (The distinct, separate, records that the “rules”, and

catalog software, demand—)

for journals, of course, these are at the journal title level

for“manifestations” (discrete, separate publications--)

for multiple versions

paper, micro, electronic…

Catalogs also fail to present versions together,

fail to collocate successive titles

Atlantic adventurer… Atlantic battle…

Atlantic c… …..

Atlantic m…

Atlantic

…

Atlantic monthly

and their holdings;

Atlantic (Boston, Mass. : 1932) v.150-227(1932-1971)

Atlantic monthly (Boston, Mass. : 1971)

v.228-247:no.3(1971-1981)

Atlantic (Boston, Mass. : 1981) v.247:no.4-272(1981-1993)

Atlantic monthly (Boston, Mass. : 1993) v.273 (1993)-

and fail to catalog the same work consistently from edition

to edition.• FRBR’s idea: Catalog the work, or

the expression of that work, once; let future records for manifestations use, or even link to, the classifications and headings in the work or expression record.

Representative User Tasks in Serial Use

• Find – find a serial title in a citation (may be abbreviated)

• Identify – identify title in bibliographic citation

• Select – e.g., among available packages

• Obtain – determine whether library has the

needed volume and in what

format

Until FRBR

•Remember the caveats:–Having to wait for MARC changes

–Having to wait for vendor implementation of changes

• For clustering OPAC records, solutions may lie within our existing catalog data!

TNASIG

1998

The Link Record

(MARC-

based)

CONSER Task Force on Uses of a Publication History Record

2002-04• Publication Patterns Initiative task group– formerly called Task Force on Universal

Holdings--charge: to determine uses of conjoined 891

fields in bibliographic records--to envision holdings in the FRBR environment

• Also relevant: PCC SCA Task Force on Linking Entries

• Communicated with CONSER FRBR Task Group

came up with …

17

Super-Record (displays agreed-upon “super-title,” plus links to component titles, editions, and formats). Codes in the component records help programmers set the links and labels for linking field displays. Publication history holdings record for each format collocated for all titles

Mfch1

Mfm1

P1

E1

P2

E2

Microfilm Title 1Microfiche Title 1

Print titles 1-2Electronic titles

1-2

ALA 2005: The Super-Record (virtual master record)

Publication History Records

How does it work?• Invoked by journal title search, by search for

serial holdings, or by link from an individual record

• Computer performs cascading search: 780/785 and 776 (possibly other linking fields in future)– searched in chain from record to record– via embedded control numbers in turn– title search for linking entry is last resort

• Supertitle main entry according to user search: – (Current Version) first record in the sequence of titles

in which the search appears as a title entry

• Serial tree display of combined titles, organized by format

• Holdings for each format displayed combined for all titles in the run

Challenges• At global level (CONSER publication history

record, based on 891s)– Erroneous or duplicate records (yes, even in CONSER

DB!)

– Missing control numbers (new imperative: use all!)

– Need many more, and retrospective, 891 entries

• At local level– Missing links in the successive entry chain more

likely– Recommended: link only to titles owned (across

missing titles)– Concatenating holdings may be more difficult

• help from publication history record in regularizing?

TDR TDR. (17 titles)

T.D.R. (2 titles)

TDR (1967 : Online)

TDR (1988) (2 titles)

TDR final report series. (1 title)

TDR news (2 titles)

TDR/SER/PRS (1 title)

TDR. Transnational data report. (1 title)

TDRI quarterly newsletter (2 titles)

TDRI quarterly review (2 titles)

really 6 titles (or runs)including 2 potentialsuper-records

TDR. Records 1 to 17 of 17

Drama review (1968 : Online) Drama review (New York University. School of the Arts) The Drama review [microform]. Drama review (Online) The drama review [electronic resource] : TDR. The drama review : TDR. The Drama review [microform] : TDR. TDR / New York University TDR (1988) Toxicology desk reference : the toxic exposure and medical monitoring index. Transkei development review. Transnational data and communication report Transnational data report on information politics and regulation Transnational data report : TDR

Tropical disease research / UNDP/World Bank/WHO Special Programme for Research and Training in Tropical Diseases

The Tulane drama review. Turbo diesel register : TDR.

TDR. Records 1 to 17 of 17 Drama review (1968 : Online) 1968 E Drama review (New York University. School of the Arts) 1972 M Drama review (Online) 1988 E

The drama review : TDR. 1968 P The Drama review [microform] : TDR. 1967 M TDR / New York University 1967 P

TDR (1967 : Online) 1967 E TDR (1988) 1988 P2 Toxicology desk reference : the toxic exposure and medical monitoring

index.3 Transkei development review.

Transnational data and communication report 1986 PTransnational data report on information politics and r… 1978 PTransnational data report : TDR 1978 P

5 Tropical disease research / UNDP/World Bank/WHO Special Programme for Research and Training in Tropical Diseases

The Tulane drama review. 1957 PThe Tulane drama review (Online) 1957 E

6 Turbo diesel register : TDR.

1

4

1

dups

Effect of this search result

• Loss of searcher control• Little basis to make a decision among

available entries• Redundant display of the same records

If super-record entry clicked, perhaps the OPAC could give a message that asks user whether publication history record would best suit needs

– If so, Next two screens—Eliminated!

Resort results by:

# Title Full Title Date

[ 1 ] Tulane drama review. Tulane drama review (Online). 1957

Short Display | Full Title Display | MARC Display

[ 2 ] The Tulane drama review. Tulane drama review. 1957

Short Display | Full Title Display | MARC Display

The Tulane drama review. PUBLICATION HISTORY RECORD: See all titles, versions, and detailed volume history Electronic File Info: http://www.jstor.org/journals/0886800X.html LC Control Number: 59016990 Type of Material: Serial (Periodical, Newspaper, etc.) Main Title: The Tulane drama review. Other Title: TDR fall 1962-summer 1967 Published/Created: New Orleans, La. : Tulane University, [1957?]-c1967. Related Names: Tulane University. Dept. of Theatre and Speech. Description: 11 v. : ill. ; 21-26 cm.

Vol. 1, no. 3 (June 1957)-v. 11, no. 4 (summer 1967). Current Frequency: Quarterly, 1959-1967 Former Frequency: Three no. a year, 1957-1958 Continues: Carleton drama review 0161-3936 (DLC)sn 79006136 (OCoLC)6868 Continued by: TDR 0273-4354 (DLC) 80649940 (OCoLC)4743856 ISSN: 0886-800X Notes: Title from cover.

Issued by Tulane University , Dept. of Theatre and Speech. Indexes: Vols. 1 (1955)-9, no. 2 (1964). 1 v. Additional Form: Also issued online. Subjects: Theater—Periodicals … Drama--20th century--Periodicals.

This screen would appear if the

query matched only this record,

e.g., a search for Tulane drama

review. It, and the other titles,

would also be available via

hotlink from the super-record

itself.

Carleton drama review (Supertitle)was issued as: Title 1:

Carleton drama review (Print) — 1955/1956Carleton drama review (Print) — 1955/1956 (AMS reprint)Carleton drama review (Microfilm) — 1955/1956Carleton drama review (Microfiche) — 1955/1956Carleton drama review (Online) (Electronic/internet) — 1955/1956

Title 2:Tulane drama review (Print) — 1957-1967Tulane drama review (Microfilm) — 1957-1967Tulane drama review (Microfiche) — 1957-1967Tulane drama review (Online) (Electronic/internet) — 1957-1967

Title 3:TDR (Print) — 1967/1968TDR (Online) (Electronic/internet) — 1967/1968

Title 4:The drama review (Print) — 1968-1987The drama review (Microfilm) — 1968-1987The drama review (Microfiche) — 1968-1987The drama review (Online) (Electronic/internet) — 1968-1987

Title 5:TDR (1988) (Print) — 1988-TDR (1988: Online) (Electronic/internet) — 1988-1998 (JSTOR)TDR (1988: Online) (Electronic/internet) — 1999- (ProjectMuse)

The New Ollie

OLLIE II

Fewer retrieval screens to wade through

Redundant entries eliminated

Key concept: Allow the supertitle to govern journal retrieval wherever it can

OLLIE IIThe Union Catalog

TDR TDR. (6 titles)

T.D.R. (1 title)

TDR final report series. (1 title)

TDR news (2 titles)

TDR/SER/PRS (1 title)

TDRI quarterly newsletter (2 titles)

TDRI quarterly review (2 titles)

OLLIE IIThe Union Catalog

TDR (6 titles) Toxicology desk reference : the toxic exposure and medical

monitoring index

Transkei development review

Transnational data report : TDR

Tropical disease research : UNDP/World Bank/WHO Special Programme for Research and

The Tulane drama review

Turbo diesel register

OLLIE IIThe Union Catalog

first title in sequence in which TDR

appears as (246) added entry

The Tulane drama review (Supertitle)was issued as: See graphic displayTitle 1:

Carleton drama review (Print) — 1955/1956Carleton drama review (Print) — 1955/1956 (AMS reprint)Carleton drama review (Microfilm) — 1955/1956Carleton drama review (Microfiche) — 1955/1956Carleton drama review (Online) (Electronic/internet) — 1955/1956

Title 2:Tulane drama review (Print) — 1957-1967Tulane drama review (Microfilm) — 1957-1967Tulane drama review (Microfiche) — 1957-1967Tulane drama review (Online) (Electronic/internet) — 1957-1967

Title 3:TDR (Print) — 1967/1968TDR (Online) (Electronic/internet) — 1967/1968

Title 4:The drama review (Print) — 1968-1987The drama review (Microfilm) — 1968-1987The drama review (Microfiche) — 1968-1987The drama review (Online) (Electronic/internet) — 1968-1987

Title 5:TDR (1988) (Print) — 1988-TDR (1988: Online) (Electronic/internet) — 1988-1998 (JSTOR)TDR (1988: Online) (Electronic/internet) — 1999- (ProjectMuse)

OLLIE IIThe Union Catalog

IITulan

e

Next steps

• Try to involve major players (bib. utilities)• Change PPI guidelines to encourage

addition of retrospective publication history information– ease the way by not requiring retrospective

patterns?

• Clean up CONSER and local serials databases

• Test linking field control numbers for retrieval of records (including looping search)

Contact: friedat@email.unc.eduOllie: http://www.lib.unc.edu/cat/mfh/ollie

Thank you!