integrating resources: the cataloging of chameleons judith a. kuhagen cataloging policy &...
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Integrating Resources: the Cataloging of Chameleons
Judith A. KuhagenCataloging Policy & Support Office
Library of CongressWashington, D.C. U.S.A.
Hong Kong University of Science and TechnologyFebruary 21, 2005
Kuhagen 2-2005 2
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.”
• Iteration = “An instance of an integrating resource, either as first published or after it has been updated.”
(AACR2)
Kuhagen 2-2005 3
Kuhagen 09-19-02 15
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Integrating resources:from day-to-day topics
to the more unusual !
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Chameleon
• “Any of the various lizards capable of changing their color”
• “A fickle or changeable person”(both from Webster’s
dictionary)
• “An integrating resource”(Anonymous)
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Characteristics
• It changes when no one is looking!
• It’s difficult sometimes to identify it as same “animal” seen earlier!
• Its “description” changes over time!
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Identifying integrating resource
• Most common types:– Updating loose-leafs– Updating databases– Other updating Web sites
• Others: e.g., updated slide sets
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Identification clues
• Statement from publisher/creator
• Revision dates
• Updated content but no separate parts – or separate parts no longer exist
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More LC/PCC identification information in LCRI 1.0
• Direct access electronic resource as serial even if mounted on a network
• “Loose-leaf format” vs. “updating loose-leaf” guidelines
• Republication guidelines
• “In case of doubt” guidelines
• And some specific LC practices
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If wrong mode of issuance
• If wrong “guess” as to mode of issuance or if mode of the resource changes, same or new bibliographic record?
– LC/PCC practice posted on CPSO Web site:
http://www.loc.gov/catdir/cpso/modeissu.html
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Questions if new to the library
#1: Should the resource be cataloged?
– Consult others in library, formally or informally
– Consider staff time to create record, monitor resource, and update record
– Consider alternatives to traditional bibliographic record: MODS record, Web guide, title listing, etc.
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Questions if new to the library
#2: If resource is to be cataloged, what level of record should be created?
– Three levels of description in AACR2 (1.0D)
– PCC core record not yet developed– A brief record (e.g., LC’s “access-level”
record)
Kuhagen 2-2005 13
If resource already “in” the library
• Determine if original decision to catalog or not is still appropriate
– Consult others in library, formally or informally
– Consider staff time to monitor resource and update record/listing, etc.
– Consider other alternatives
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Determining if “in” the librarymay itself be difficult
• Because resource changes …
• And so, finding the bibliographic record, listing, etc., may be difficult
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Change is “normal” condition
• Different title data
• Different responsible person or body
• Different publisher
• Different series
• Different scope
etc.
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But serials change, too!
• Yes, but there’s a difference:
– With serials, you have the earlier issues to consult !
– With integrating resources, you have only* the current iteration !!!
*Disclaimer: may have earlier iterations of updating loose-leafs
if library policy is to retain pages; may have archived Web resources.
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So, search carefully !
• Don’t search only one data element, (e.g., title proper on current iteration) because that element may have changed
• Impact of incomplete searching: multiple records for different iterations of same resource
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If no existing record/listing:
• Decide how many descriptive data elements & notes to include
• If bibliographic record,– Use chapter 12 & other appropriate chapter(s)– Some MARC 21 fields formerly only in serial
records: 247, 310, 760-787, etc.
• Include access points/references so users find the record/listing
• Include subject information (most important for many resources)
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If an existing record/listing, will you monitor the resource?
• How often? By whom?
• What can your library afford?
• Easier for updating loose-leafs than for electronic resources
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If an existing record/listing:
#1: Comparison of record and resource
#2: Decision on importance of earlier
descriptive data elements no longer present
#3: Relocation of such data elements in the
record
#4: Description of the current iteration
#5: Access points
#6: Subject analysis/classification
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#1: Compare record and resource
• Usually (almost always!) the record will be for the same or an earlier iteration– Check for a “Description based on:” note– If record created before Dec. 2002, look for clues in
other notes
• Compare all data elements in record with resource
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Keeping track of changes
• Different from serial practice because basis of description is different:
– AACR2 12.0B1b): “Base the description of an integrating resource, except the beginning date of publication, on the current iteration of that resource.”
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Result: recataloging
• Data in title and statement of responsibility area through the series area reflect the current iteration– Exception: beginning date
• Earlier data elements are covered by notes• Descriptive access points reflect current and
earlier iterations• Subject analysis reflects current iteration
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#2: Decision: earlier descriptive data elements
• Rules say to “make a note if the change is considered to be important.”– For title proper, rule says “in general, give the
earlier title in a note.”
• What do your users (catalogers, other library staff, faculty, students, etc.) need?
• What can your library afford? (related to how often you compare)
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#3: Relocate earlier data elements
• Tip: once you’ve decided what earlier data elements to retain (institution policy or cataloger’s judgment), move them to notes
before you describe the current iteration (easy to forget what was there!)
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#4: Describe current iteration
• Add, remove, change data elements in MARC 21 fields 1XX-4XX
• If other title information changes often, rule AACR2 12.1E1 says you can omit that data element
• Update the item described note to identify the current iteration; give viewing date for electronic resources (AACR2 12.7B23)
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#5: Assign/adjust access points
• To enable identification and retrieval:
– 1XX, 7XX, 440/8XX, 246 for current iteration
– Important 7XX, 8XX, 246/247 for earlier iterations
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#6: Subject analysis/Classification
• Adjust information to reflect current iteration
– Subject headings/categories/key words– Class number
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Online resource conundrum
• Common title/section title?vs. series title/analytic title?vs. host item/component part?
• Remember: body’s name may be statement of responsibility rather than a title
• Remember: not all displayed titles may belong to the resource (e.g., possibility of a “collection title” supplied by aggregator)
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Updating loose-leaf conundrum
• Change in edition statement:
– Same resource vs. new resource?• New base volume or content just repackaged?
– Some guidelines in LCRI 21.3B
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For more information:
• Integrating resource module in BIBCO and CONSER cataloging manuals
• SCCTP course on integrating resources:
• MODS records
• LC’s “access-level” record
http://www.loc.gov/acq/conser/scctp/courdesc.html
http://www.loc.gov/catdir/access/accessrecord.html
http://www.loc.gov/standards/mods//
http://www.loc.gov/catdir/pcc/bibco/irman.pdf
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Questions?
Good luck withyour chameleons !!
Thanks to Adam Schiff for “Weeds gone wild.”