Integrating Resources Cataloging Workshop

Instructors

Place/Date

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Welcome

• Introductions

• Logistics

• Overview of Schedule

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Goals for the IR Workshop

1. Understand the concept of integrating resources

2. Identify participants, distinguish them from serials and monographs

3. Apply AACR2 rules for original description of IRs

4. Code MARC records for IRs

5. Update existing records for changes to IRs

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Goals for the IR Workshop

6. PCC policies and practices related to integrating resources

• Understand Provider Neutral Record for e-IRs

• CONSER Standard Record for IRs

• LC/PCC guidelines for repeatable 260 field (implemented on 9/1/09)

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Outline of the Workshop

• Session 1: Introduction to IRs

• Session 2: Tools & decisions

• Session 3: Original cataloging of IRs

• Session 4: Working with cataloging copy

• Session 5: Modifying records for IRs

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Outline of the Workshop

Optional Sessions:

• Session 6: Issues in cataloging loose- leaf IRs

• Session 7: Selecting electronic IRs and options for access

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Session 1

Introduction to Integrating Resources

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Goals of Session 1

1. Review background on the development of integrating resources

2. Define & identify IRs

3. Understand how IRs relate to monographs & serials

4. Know when to catalog a resource as an integrating resource

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Background

Major factors to revise international standards (AACR, ISSN, ISBD) beginning in 1997

• New types of electronic resources emerged

• Need new serials and loose-leafs codes

• Desire to harmonize internationally to promote record usage

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Background

• Efforts to revise AACR2 from 1998-2001

• A complete revision of AACR2 Chapter 12 and other changes in 2002

• Most MARC changes have been implemented

• LCRIs revised & BIBCO/CONSER documentation available online

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Serials

Monographs

Former Bibliographic Landscape

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The Need for New Concepts

• Not included in AACR2 before:

Updating resources (Web sites, databases, and loose-leafs)

• Now called Integrating Resources

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The Need for New Concepts

• Integrating resources differ from serials in how they are issued, which require separate cataloging rules

• IRs exhibit a high degree of seriality, and need to be closely aligned with serials

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The New Bibliographic Landscape

Integrating resources Serial

s

Continuing Resources

Monographs

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The Need for New Concepts

Continuing Resources (for both serials & IRs)

• have no predetermined conclusion

• the title of Chapter 12 AACR2

• new name for the serials fixed field in MARC records used for both serials and IRs

• the scope of ISSN

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Representation of Bibliographic Resources in AACR2

Finite resources

Monographs

Multi-parts

Serials

Parts remain discrete

Integrating resources

Updates do not remain discrete

Continuing resources

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Finite Resources

Finite resources

Monographs

Multi-parts

Serials

Parts remain discrete

Integrating resources

Updates do not remain discrete

Continuing resources

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Monograph• Definition

• Multipart Item

A bibliographic resource that is complete in one part or intended to be completed in a finite number of parts.

A monograph complete, or intended to be completed, in a finite number of separate parts. The separate parts may or may not be numbered.

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Continuing Resources

Finite resources

Monographs

Multi-parts

Serials

Parts remain discrete

Integrating resources

Updates do not remain discrete

Continuing resources

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Continuing Resource

• Definition

A bibliographic resource that has no predetermined conclusion.

• Umbrella concept to group serials and IRs

• Provides a collective term

• Title for AACR2 Chapter 12

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Serial

• Definition

A continuing resource that is issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion.

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Serial

• Definition

A continuing resource that is issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion.

Examples:

journals, electronic journals, newsletters, annual reports, newspapers, monographic series

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Integrating Resource

A bibliographic resource that is

• added to or changed by means of updates

• [that] do not remain discrete and

• [that] are integrated into the whole

Can be finite updating or continuing indefinitely.

Definition

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Three Major Types of IRs

Integrating Resources

Updating databases(WorldCat,ProQuest)

Updating websites(CONSER website,Library website)

Updating loose-leafs(AACR2,

Law reporters)

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Updating Database

2009 version

2007 version

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Updating Website

2005 version

2009 version

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Updating Loose-leaf

2002 ed.1998 ed.

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Integrating Resources May Be Continuing or Finite

Some IRs are finite in scope

• Examples: ALA 2008 Midwinter Web site (has a predetermined conclusion)

See Chapter 12 in AACR2 for guidance:

• Both are cataloged the same

• The distinctions not useful to patrons

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Finite Updating Web Site

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Integrating Resources vs. Serials

The primary difference:

• Serials issued in discrete parts

• Integrating resources issued with updates that do not remain discrete

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Integrating Resources vs. Monographs

The primary differences: Monographs

• Single item: fixed, static

• Multipart: issued in discrete parts

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Resource May Be Mono or Serial

Online monographic

document

Online journal

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Exercises

For each of the resources in the next several slides, answer the following questions:

1. Is this a monograph, a serial, or an integrating resource?

2. Why or why not?

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Resource Ahttp://www.netlibrary.com/

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Resource Bhttp://www.ala.org/ala/eventsandconferencesb/annual/2008a/home.cfm

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Resource C http://www.jbc.org/

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Resource D http://www.astro.ucla.edu/~wright/sats.html

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Resource Ehttp://dublincore.org/documents/usageguide/

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Resource F http://dublincore.org/resources/faq/

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Resource G http://www.loc.gov/catdir/pcc/

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Resource H

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Iteration

Definition

An instance of an integrating resource

• either as first published

• or after it has been updated

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Differences in Cataloging

Serials

• First or earliest available issue• Successive entry (a new record is

created)

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Differences in Cataloging

Serials• First or earliest available issue• Successive entry (a new record is created)

Integrating Resources• Latest iteration• Integrating entry (same record is updated)

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Before Cataloging…

Will the e-resource be issued/updated on a continuing basis?

If no, catalog as a monograph.

• may be complete in one part;

• or a finite number of parts;

• or may have been corrected.

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Before Cataloging…

Will the e-resource be issued/updated on a continuing basis?

Catalog as a serial if added as discrete issues;

Catalog as an integrating resource if updated into a whole.

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Before Cataloging…

Is the resource a direct access e-resource?

If Yes, then it cannot be an IR

• CD-ROMs IRs

• Ongoing CD-ROMs SERIALS, even when cumulative

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Before Cataloging…

Is the resource issued in loose-leaf format?

If Yes, cataloged as

a serial;

an integrating resource;

or a monograph depending on

the Type of Issuance.

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Before Cataloging…

If the resource is remote, can you access any earlier issues or updates?

If yes, treat as a serial,

or as a multipart monograph.

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Before Cataloging…

If the resource is remote, can you access any earlier issues or updates?

If no, consider to be integrating

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Summary

• Many e-resources and loose-leafs are IRs, -- not monographs

• Direct access resources (e.g., CD-ROMs) issued in successive parts are serials

• LCRI 1.0 provides guidance