CONSER Standard Record Quick Review

By:

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Current resources www.loc.gov/acq/conser

• Complete Power Point Presentation

• Cataloger’s Cheat Sheet

• Documentation• Metadata Application Profile (MAP)

• Appendices

•Decision-making guidance

•Working with copy/record maintenance

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General principles• Metadata Application Profile (MAP)

identifies mandatory data elements

• Additional data elements may be added

• Specialized resources = specialized treatment

• Existing copy not changed unless incorrect or information outdated

• New records maintained to new standard

• Records may contain a mix of old and new practices (as always)

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If in doubt …

• Follow the general principles

• Do what makes the most sense

• Do what you’ve always done (unless guidelines instruct otherwise)

• Exercise your cataloger’s judgment!

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What’s the same?

• Main entry

• Title proper

• Edition statement

• Place of publication

• Publisher

• Current frequency

• Numbering area (unformatted)

• Subject headings

• Most added entries

• Most linking fields

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What’s different?

Simplification

• Fixed field, 006, 007, other MARC fields

• Coding of indicators for 246 field

• Authorized access points vs. transcription and/or notes

• Limited use of differentiating uniform titles

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What’s different?

Numbering

• Numbering statement in note format (362)

• Always a “Description based on” note

• Always a source of title note (even if t.p.)

• Standard abbreviations not required

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Why change numbering?

•Clarity

•Consistency

•Efficiency

•Ease of training

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“CSR” and “AACR2”

• CONSER standard record cataloging is an application of AACR2 cataloging

• Examples labeled “CSR” show CONSER standard record application of AACR2

• Examples labeled “AACR2” show elements beyond the requirements of “CSR”

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Fixed field

Type

a ELvl Srce c GPub Ctrl Lang eng

BLvl

s Form Conf Freq MRec Ctry rm

S/L

0 Orig EntW Regl Alph

Desc

a SrTp p Cont DtSt c Dates 2005, 9999

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006 and 007 fields

• Mandatory: only first byte of 006• Form of material

• Mandatory: only first two bytes of 007• Category of material

• Specific material designation

006 [m ]007 $a c $b r

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AACR2 – Basis of descriptionIf first issue:

Do 362 0- Formatted numbering statement

362 0- No. 1 (June 1936)-

No 500 “Description based on” noteIf not first issue:

No 362 0- Formatted numbering statement

Do 500 “Description based on” noteIf not first issue, but have information:

Do 362 1- Unformatted numbering statement (note)

Do 500 “Description based on” note

500 -- $a Description based on v. 14, no. 3 (Dec. 1998).

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CSR – Basis of description

The first issue, but if that’s not available the earliest issue in hand:

Do 362 1- Unformatted numbering statement 362 1- $a Began with v. 1, no. 1 (May 2002).

Do 500 “Description based on” note

500 -- $a Description based on: Vol. 14, no. 3

(Dec. 1998).

500 -- $a Description based on: Vol. 1, no. 1 (May

2002).

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Noting chief source

• CSR Note chief source, even if title page, and combine with “Description based on” note:500 -- Description based on: Vol. 1, no. 1 (Jan.

2001); title from cover.500 -- Description based on: Jan. 2003; title from

t.p.500 -- $a Description based on first and only issue;

title from caption.

• AACR2 Note chief source only if it’s not title page500 -- Description based on: Jan. 2003; title from

cover.

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Other title information

Transcribe if considered useful:

• To clarify the title proper

245 00 $a Focus : $b a journal of legal

studies.or

245 00 $a Focus.500 -- $a “A journal of legal studies.”

• To “explain” the title proper (LCRI 12.1E1)

245 00 $a Nature Conservancy : $b

[newsletter].

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Any of these are options under CSR.

245 00 $a Rain clouds.

245 00 $a Rain clouds : $b journal of poetry and pessimism.

245 00 $a Rain clouds.246 13 $a Journal of poetry and pessimism

245 00 $a Rain clouds.500 -- $a “Journal of poetry and pessimism.”

On title page:Rain Clouds

Journal of Poetry and Pessimism

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Variant titles - 246

• Record all variant titles as usual• Parallel titles/acronyms = “variant titles”

Parallel titles from chief source

246 11

Other variant titles(including initialisms/acronyms)

246 13

Minor title changes(including parallel titles found on later issues)

246 1_ $i … : $a

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Variant titles: CSR vs. AACR2

• Initialisms/acronyms:245 00 Cataloging world.246 13 CW CSR

245 00 Cataloging world : $b CW.246 30 CW AACR2

• Parallel titles: 245 00 Annual review.

246 11 Rapport annuel CSR

245 00 Annual review = $b rapport annuel.246 31 Rapport annuel AACR2

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CSR on variant titles - 246

• Titles that appear elsewhere on issue:245 04 $a The miner & workman's advocate.246 13 $a Advocate [cover title]

• Other forms of the title:245 04 $a The miner & workman's advocate.246 13 $a Miner and workman's advocate

• Parallel titles:245 00 $a Japan report.246 11 $a Nihon

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CSR & AACR2 on variant titles - 246

• Variant titles:245 00 $a Freeport daily journal.246 1- $i Alternate issues published with

title: $a Chicago daily telegraph

245 00 $a Los Angeles design world.246 1- $i Issues for Nov. 2006- have title:

$a LA design world

• Titles that do not appear on any pieces:245 00 $a Tennessee ancestors.246 1- $i Popularly known as: $a Tenn an

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Statement of ResponsibilityA corporate body appearing prominently in conjunction with the title:

News and events Art Institute of Chicago

CSR • Statement of responsibility not transcribed

if national name authority record exists• If no name authority record, follow AACR2

and transcribe in 245 $b or $c

245 00 $a News and events / $c Art Institute of Chicago.

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There is a name authority record in national authority file, so…

245 00 $a Horizons.

On cover:Horizons

** The Agency for International Development **

Published in Washington, D.C. by the Agency for International Development…

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Publication information• Place

• First-named place required (LCRI 12.4C)

• Online resources: [S.l.] if not readily available• If country known (or reasonably guessed):

[United States] or [United States?]

• Dates - 260 $c

• CSR Optional

• AACR2 Only if first and/or last piece in hand

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Physical description

Required only for tangible, non-print resources.

300 -- $a CD-ROMs

300 -- $a 12 microfilm reels

300 -- $a sound discs

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Frequency

• Required: Current frequency if known (310)• Fixed field = fill characters

• Optional: Former frequency (321)

• Maintenance (existing records):

• Update 310 with current frequency

• Move previous frequency to 321 field

• Leave all existing 321 fields

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If creating an original record - CSR

310 -- $a QuarterlyIf editing existing copy – AACR2

310 -- $a Quarterly, $b 2004-321 -- $a Monthly, $b 1999-2000321 -- $a Three times a year, $b 2000-

2003

Item(s) described:

Monthly, 1999-2000; three times a year, 2000-2003; quarterly, 2004-

And the fixed field coding?

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Numbering

• Unformatted 362 note362 1- $a Began with neue Folge, Nummer 1 (1997);

ceased with neue Folge, Nr. 11, published 2006.

362 1- $a Began with numero 1 (abril 2001); first series ceased with numero 12 (marzo 2003); nuevo serie began with numero 1 (abril 2003).

• Optional• Abbreviations

• Capitalization

• Arabic numerals (for spelled out numbers)

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Numbering

Optional: Abbreviations, capitalization, Arabic numerals (for spelled out numbers)

Volume 1, number 1 or: Vol. 1, no. 1

Vol. IV, no. 4 or: Vol. 4, no. 4

Second series or: 2nd ser.

Nouvelle serie or: Nouv. ser.

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AACR2:

260 -- $a Amsterdam ; $a New York : $b Harwood, $c 2006-362 0- $a Feb. 2006-

CSR:

260 -- $a Amsterdam : $b Harwood362 1- $a Began with February 2006. OR: Began with Feb. 2006.500 -- $a Description based on first issue; title from t.p.

On title page of first issue, called February 2006:

Harwood Amsterdam, Beijing, Canberra, New York

2006

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Numbering (maintenance)

Ceased title (have last issue)• Add to existing 362 0-

or

• Add a separate unformatted note (362 1-)

New series• Add to existing 362 0-

or

• Convert to unformatted note (362 1-)

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CSR:

362 0- $a Vol. 1, no. 1-v. 4, no. 4. OR 362 0- $a Vol. 1, no. 1-362 1- $a Ceased with v. 4, no. 4, published in 2005.500 -- $a Final issue consulted.

In OCLC record:362 0- $a Vol. 1, no. 1-500 -- $a Latest issue consulted: Vol. 4, no. 3.

Ceased with: Volume 4, number 4, with publication date of 2005 (last issue in hand).

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How would you update the catalog record for the 3rd series?

a. Add to formatted 362

b. Convert formatted 362 to unformatted note & add new information

c. Leave existing 362; add separate unformatted 362

In catalog record:362 0- $a No. 1-no. 6 ; [new ser.], no. 1-

You have two issues:-- No. 3, published in 2004 (last issue of “new ser.”)-- 3rd series, No. 1, published in 2006

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362 0- $a No. 1-no. 6 ; [new ser.], no. 1-

362 1- $a [New series] ended with No. 3, published in 2004; 3rd series began with No. 1, published in 2006.

500 -- $a Latest issue consulted: 3rd series, No. 1, published in 2006.

In catalog record:362 0- $a No. 1-no. 6 ; [new ser.], no. 1-

You have two issues:-- No. 3, published in 2004 (last issue of “new ser.”)-- 3rd series, No. 1, published in 2006

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CSR required notes

• DBO

• Source of title

• Numbering

• Latest issue consulted note:• 500 -- $a Latest issue consulted: 2001.• 500 -- $a Final issue consulted.

• Even when cataloging based on one issue:

• 500 -- $a Description based on: 1918; title from t.p.

• 500 -- $a Latest issue consulted: 1918.

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Uniform title• Distinguishing uniform title only to

resolve conflicts (LCRI 25.5B) for:• Monographic series• Serial title = Generic term

or

Serial title = Generic term plus frequency word

• Create uniform titles as required for legal materials and other cases for collocation purposes

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Translations/language editions

• No uniform title

• Collocating title added entry

• Linking entry field 245 00 $a Analyse des politiques educatives.

730 0- $a Education policy analysis. $l French.

775 08 $i Issued also in English: $t Education policy

analysis $x [ISSN] $w (DLC) … $w (OCoLC) …

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Series (traced)

• Series statement (4xx):• If authority record Not required• No authority record Required

• Series added entry (8xx):• Record authorized form here

instead of 4xx

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On item described: Reports of the Mono Lake Committee

In LC authority record:130 -0 $a Report (Mono Lake Committee)

In catalog record:

245 00 $a This month at Mono Lake. 260 -- $a Lee Vining, CA : $b Mono Lake Committee830 -0 $a Report (Mono Lake Committee)

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On item described: National parks occasional news brief

(No LC/NACO authority record)

In catalog record:

245 00 $a Yosemite this month.260 -- $a Lee Vining, CA : $b Eastern Sierra Mountain Climbers Association440 0- $a National parks occasional news brief

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Issuing body notes(LCRI 12.7B7.1)

• Optional, if authority record exists

• Required • If authority work does not exist

and will not be created

• If issuing responsibility for the work changes

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In catalog record:

245 00 $a Behavior therapy.

260 -- $a New York : $b Elsevier

710 2- $a Association for Advancement of Behavior Therapy.

On item described:

Behavior Therapy

Official journal of the Association for Advancement of Behavior Therapy

Published by Elsevier.

LC/NACO authority record exists for the Association.

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In catalog record:

260 -- $a New York : $b Elsevier

550 -- $a Issued by: Association for Behavioral and Cognitive Therapies, <2006->

710 2- $a Association for Advancement of Behavior

Therapy.

710 2- $a Association for Behavioral and Cognitive Therapies.

On (later) issue for Jan. 2006:

Official journal of the Association for Behavioral and Cognitive Therapies

Authority record exists for later name of the Association.

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Miscellaneous …

• Prefer linking fields where feasible:• 776 08 $i vs. 530

• note generation from 7xx vs. 580

• 730, 740 not required if linking field exists

• Optional fields/subfields:• 041 0- use only $a (record details in 546)

• 538 not required except …

• Refer to MAP and Cataloger’s Cheat Sheet

Questions?