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Kathryn Lybarger Third Thursday January 16, 2014 General Guidelines for Copy Cataloging.

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1 Kathryn Lybarger Third Thursday January 16, 2014 General Guidelines for Copy Cataloging

2 Copy cataloging as opposed to “original cataloging” Not so much the verb “copying from OCLC” Rather, selecting “copy” for our catalog Copy cataloging

3 Add description and access points for materials to our catalog Inventory and reporting Make our holdings known even outside of our catalog Goals

4 Patrons use this data

5 Library staff use this data

6 Outside systems use this data Some depend on good COPY cataloging Some of these depend on good cataloging

7 You may not find anything – –but how to be sure it’s not there? There’s a pretty good record – is it good enough? There may be multiple good records – how to choose? There are so many records I can’t look at any of them! Challenges

8 Examine the resource Search OCLC for copy Select the best record Set holdings/Export from OCLC/Import into Voyager Make local edits to bibliographic record Holdings information Item information General Procedure

9 * Before I get specific … …there are always going to be exceptions!

10 Print books: –Look mainly at the title page and colophon –Some information can be found on the cover E-books: –Click through to the title page/colophon –Don’t just trust the vendor’s metadata page if you can help it Microform: –View with appropriate viewer –Sometimes microfilm has eye-legible metadata Examining paged resources

11 For DVD/VHS: –View the title screen / credits –May just examine the container if the video is: –Popular –Commercially produced –English-language For CDs/cassettes: –The carrier (disc, cassette) itself –Any label affixed to the carrier Examining AV materials

12 Examine with an eye toward searching

13 Search for: –Title –Author –ISBN Narrow by: –Format –Years (date range) –Language Which fields to use?

14 Always use this: –Checkbox checked –Dropdown set to English Even if you are cataloging a foreign-language book, this should be used. –Transcribed fields (title, edition, etc.) will appear as they do on the piece –Recorded fields (pagination, illustration, notes) should be in English Language of Cataloging


16 The Internet search option does not check whether something is an online resource That is, it does not check: –Form: o or Form: s –245 ‡h [electronic resource] (AACR2) –338 online resource (RDA) It only checks for certain kinds of 856 links Materials Type: “Web access (web)” is similar “Internet” search limiter

17 While most online resources have 856 links: Many print records also have them: Some online resources do not! (and this is okay) Unfortunately…

18 May need to narrow your search…

19 More useful indexes: Access Method –URL – com or net or org Keyword –MOST fields indexed –Good for searching notes Physical Description –Searches 300 ‡a –Nice for pinning down a set record +

20 3,2,2,1: Title Derived (td:) –Daughter of smoke and bone:dau,of,sm,a –Hyperbole and a half:hyp,an,a,h –Keeper:kee,,, 4,4:Name/Title derived (nd:) –Quiet / Susan Cain:cain,quie –The Slim Princess / George Adeade,slim (other patterns too) If you’re hardcore…

21 May need to loosen your search criteria

22 Cataloging is hard Original Cataloging You have to figure out (or make a good guess about) what to record You have to remember (or look up) all those rules You have to type in everything But then you’re done! Copy Cataloging You have to figure out what another cataloger may have been thinking Your first guess might be wrong So might your second …

23 How many ways to answer simple questions? What is the title? Who is the author? What date was it published? Is it an interesting single volume or just part of a serial? Is [that data] important to record?

24 OCLC #13778332 (Continuing resource) –245 00 Weird Fantasies. OCLC #21643038 –245 00 Weird fantasies. ǂ n no. 1. OCLC #656114350 –245 00 Weird fantasies / ǂ c Richard Corben...[et al.]. OCLC #10791437 –245 00 Weird fantasies / ǂ c Al Davis... [et al.]

25 Surely the title is obvious? Not always. OCLC #45489801 cataloged this as part of a set with title E.C. classic reprint

26 Publication dates can be confusing Electronic Resources Did they record the date for the print? If there are multiple vendors, date of first vendor release? Copyright date of the main web site? AV Resources Date of the event, or of the distribution of the recording? Copyright date of original film? Distribution? Only the packaging? Burn-on-demand? Manufacture date?

27 A simple publication date? Find a good record Is the date recorded a believable date for this piece?

28 Expanding your search Avoid limiting by date (specify a range) Don’t search for all the elements you know right away Try different combinations of them Look for zeros: Typo!

29 Really? No record? Be wary of operators: AND OR NOT NEAR WITH

30 Author (1XX, 7XX, 245 $c) Title (245) Edition (250) Publisher (260/264) Date (260 $c) Pagination (300 $a) Format … Does the record match? ✓

31 Checking Format (broadly) E-resources are generally not computer files! They are cataloged according to their content Fixed field Form : –o – online –q – direct (flash drive, CD-ROM, etc.) – s – electronic

32 For many formats, the 245 will include a GMD (general material designation) –(typical books have no GMD) –$h [electronic resource] –$h [videorecording] –$h [sound recording] –$h [microform] What would you use for a streaming video? [electronic resource] or [videorecording]? Checking Format (AACR2)

33 Typical books: –336 $a text $2 rdacontent –337 $a unmediated $2 rdamedia –338 $a volume $2 rdacarrier Typical ebooks: –336 $a text $2 rdacontent –337 $a computer $2 rdamedia –338 $a online resource $2 rdacarrier Book Formats (RDA)

34 Typical DVDs: –336 $a two-dimensional moving image $2 rdacontent –337 $a video $2 rdamedia –338 $a videodisc $2 rdacarrier Typical streaming videos: –336 $a two-dimensional moving image $2 rdacontent –337 $a computer $2 rdamedia –338 $a online resource $2 rdacarrier AV Formats (RDA)

35 Checking Format (specifically) 300 $a can be clear: –300 p. –200 pages –7 v. –1 online resource But maybe not –3 videocassettes –1 videodisc –2 sound discs Check instead: 300 $b: –Digital, analog –Stereo, mono Keywords: –DVD, Blu-Ray –VHS, Beta 34X: –Fancy and new –(Recognizable words!)

36 Prefer Library of Congress record –040 $a DLC $c DLC Prefer RDA or AACR2 over pre-AACR2 –Desc: a (AACR2) –Desc: I and 040 $b rda (RDA) Prefer Full-Level records –ELvl: _ (blank) or ELvl: I (capital i) Prefer records with LCSH subject headings and LC call number Choosing between multiple matching records

37 For titles in a non-Roman alphabet (Chinese, Russian), prefer a record with both non-Roman and Romanized description Prefer most complete record Choosing between multiple matching records

38 Prefer the record with the most holdings Prefer the record that was entered first For ebooks, prefer the record that actually has your vendor on it All other things being equal

39 To select the record, Update Holdings. This will associate our symbol with the record: –KUK for Main Campus –KUM for Med Center –KNE for Law This “catalogs” the title for WorldCat Local Other libraries will know that the title is available for Interlibrary Loan Set holdings in OCLC

40 Export / Import Voyage r export.dat OCLC

41 Character encoding settings in OCLC and Voyager must match I recommend Unicode (UTF-8), otherwise:: –Non-Roman characters may act funny –Some punctuation (degree symbols, underscores) act funny –Weird (invisible) characters may appear! To set this up: –Make sure you have nothing in your export.dat –In Connexion, set Export option to UTF-8 Unicode –In Voyager set Mapping option to MARC21 UTF-8 Configuration

42 Fields to delete (automatically) 012, 029, 032, 039, 051, 061, 069, 070, 071, 072, 080, 084, 088, 092, 098, 263, 265, 350, 653, 654, 850, 886, 890, 891, 938 See instructions, and copy and paste this list from the UKCATS wiki page: Fields to Delete

43 Fields to delete Fields to add/confirm Formatting? –Punctuation? Abbreviations? Field order? –Fix formatting if you are comfortable with the rules –Do not get too hung up on this! (But do ask if you want!) –Many records coming in are a hybrid between RDA and AACR2 and we are accepting them as-is (To learn more rules, watch for the RDA Tip of the Week on the CATALOGING listserv!) Local edits

44 655 Genre/Form headings These headings may refer to the type of content or various features of it: –Oral histories –Artists books –Adventure stories In the past, we have just deleted these, but now we are keeping some of them! We are now treating them like other 6XX Fields to delete: A change!

45 6XX (including 655!) unless –Second indicator 0 – LCSH –Second indicator 2 – MeSH 856 unless –Intentionally adding access to an ebook record –(Exception: Do not keep “free” sources like Google Books or HathiTrust) – links to Table of Contents, Publisher Description, etc. Notes referring to specific copies at other libraries. Often these have subfield $5 Fields to delete by hand

46 Records for non-fiction that lacks LCSH subject headings –Need at least one of: 600, 610, 611, 630, 650, 651 –655 headings are not sufficient on their own Records lacking LC call numbers –Exceptions (these don’t need LC call numbers): –Young AV materials –Sudoc materials Monograph that only has a serial (Continuing Resources) record –A SET RECORD when you don’t have all volumes is fine! Problems to report

47 Does the series statement in the 440/490 appear on the piece? Is there an 830 with an authorized form associated with the 490? In Voyager, when you save the record, does every 440/830 show up as “ Heading Validated ”? (If not, can you bring in an authority record you are confident about?) When you “Retrieve Auth” on series headings, can you follow the series treatment described there? IF you answered NO to any of these, pass it on as a series problem Check all series statements

48 Facsimile reprints Shiny books with old publication dates DO NOT use the record for the original These are usually problems, need original cataloging

49 Add/fix data that is missing – but worry if they are too far off! –Pagination (usually last printed page number), extent –Bibliographical references and index GMD in records for non-book materials –They are not part of the RDA standard –We still depend on them to differentiate formats Local call numbers –Do not just edit an 050 field –When appending a year to an LC call number, put the new call number in an 090 –Many local call numbers go in 099 –099 __ $a AV-V1234 Fields to add/confirm

50 Some special genres we are specifically marking to allow them to be searched: –655 _7 $a Manga (Comic books, strips, etc.) $2 local –655 _7 $a Anime (Motion pictures) $2 local Fields to add/confirm: Genre specific

51 ISBN in both formats (ISBN-10, ISBN-13) Clean up 856 –Maybe add URL specific to the vendor –Maybe add URL specific to UK –Add proxy prefix and CLICK HERE note –Confirm that it works with Ctrl-K Extras for consistency or added access –538 __ Mode of access: World Wide Web. –710 or 730 for E-book vendor (Stay tuned for more about E-book cataloging in February’s Third Thursday!) Fields to add/confirm: E-books

52 May need local call number (accession number) –AV-D1234(DVD) –AV-V2345(VHS) –AV-C3456(CD) Check fixed-length fields in 007 –These are often missing (Stay tuned for more about DVD cataloging in March’s Third Thursday!) Fields to add/confirm: AV materials

53 590 __ Donor note 590 __ Other notes about our specific library copies 690 __ Local subjects 909 __ Project or collection notes Fields to add: Project-specific

54 A typical record single item record will have an 852 field like this: –852 0_ $b yl,4 $h GR203.B3 $i F64 1976 –852 8_ $b net $h SEE INTERNET ACCESS –852 8_ $b av $h AV-D1234 If you are cataloging a set (or part of one) you may also have an 866 like this: –866 41 $a v.1-3 –866 41 $a 4 dvds (Serial holdings records can be far more complex) Holdings records (MFHD)

55 Most item records will only have: –Barcode: –Sometimes a real barcode like 3042552814630 –Sometimes a generic barcode EBOOKNONCIRC –Item type: –book (for monographs) –video(for DVDs, VHS) –web (for ebooks) –Enum: –v.1 (if part of a set) Item records

56 Any questions?

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