1. Expanding the Serials Family Continuing resources in the library catalogue Chris Oliver autumn 2002 LTS/McGill

2. Changes in AACR2 l Serials are redefined l New concepts new rules l Dealing with change l Other rule revisions l What to expect in bibliographic records

3. Chap. 12 renamed

4. Serials part of a larger family Continuing resources = l Serials + l Integrating resources + l A few finite resources

5. Change in definition of serial l Serial: a continuing resource issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion.

6. New categories of resources l Continuing resource: a bibliographic resource that is issued over time with no predetermined conclusion. Continuing resources include serials and ongoing integrating resources. l 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.

7. Includes some finite resources l Resources that exhibit characteristics of serials, such as successive issues, numbering and frequency, but whose duration is limited, e.g. newsletters of events l Reprints of serials l Finite integrating resources

8. Why? l More accurate reflection of what is being published and how it is published l Springs out of the discussions at the 1997 International Conference on the Principles and Future Development of AACR

9. Seriality l “Seriality refers to the fact that certain types of bibliographic resources are issued over time, regardless of whether they are intended to be complete or have no predetermined conclusion and thus, the bibliographic data can change over time. Additionally, because the bibliographic record reflects the entire work, the level of specificity of some data may be affected by seriality.” from Jean Hirons report to JSC: Revising AACR2 to accommodate seriality

10. Impact of “seriality” on chapter 12 l Expansion of what we are describing in chapter 12 l Major restructuring of chap. 12 because of the change in orientation l Different bases for description l Dealing with change in the resource

11. New chapter 12 l Basis of description is not the same for all continuing resources l Rules for serials and integrating resources are different in some places, but they are in the same chapter, given in parallel to each other, not as 2 separate sections l Includes rules for dealing with change

12. Basis of description l Serial vs. integrating resource l Possibilities for description: earliest entry vs. latest entry l Is it possible to have a single basis of description for all continuing resources? Is it desirable?

13. 2 bases of description l Serials first or earliest issue l Integrating resources latest iteration

14. Iteration? Iteration: an instance of an integrating resource, either as first published or after it has been updated.

15. How is chapter 12 organized? Rules for serials and integrating resources differ in some places, but they are presented in parallel, area by area Example: 12.1F3 Editors a) Serials. Do not record as statements of responsibility statements relating to persons who are editors … b) Integrating resources. Record statements relating to persons who are editors as statements of responsibility if considered to be important …

16. Dealing with changes: chap 12 + chap 21 l New set of rules included in chap. 12: “Change in …” 12.1EOther title information 12.1E2 Change in other title information l Major vs. minor change in chap. 21

17. “Change” rules (generally) l Serials make a note if the change is considered to be important l Integrating resources change xxx area to reflect the current iteration and make a note if the change is considered to be important

18. Example of “change” rules (12.4) 12.4C2. Change in place of publication, distribution, etc. a) Serials. If the place … changes on a subsequent issue or part, give the later place in a note if considered to be important (see 12.7B11.2) b) Integrating resources. If the place … changes on a subsequent iteration, change the publication, distribution etc. area to reflect the current iteration and give the earlier place in a note if considered to be important (see 12.7B11.2)

19. Major/minor changes Scope of chapter 12 warns the cataloguer: 12.0A1 … See chapter 21 for guidelines to determine if a change on subsequent issues or parts of a serial or on subsequent iterations of an integrating resource requires a new description. If a new description is not made, see the rules regarding changes in this chapter for instructions.

20. Major/minor changes Chap. 21 has changed 21.2 Changes in title proper 21.2A Definition 21.2A1 Major changes 21.2A2 Minor changes 21.2B Monographs 21.2C Serials and integrating resources

21. Major changes l Definition of major changes not radically different, but more exceptions l Attempt to align with ISBD and ISSN guidelines where possible

22. Minor changes Minor changes: 9 types of minor changes + “In case of doubt, consider the change to be a minor change.”

23. 12.1 revision lessens needless title changes Transcription of title proper without typos 12.1B1 … Correct obvious typographical errors when transcribing the title proper …

24. 12.3 revision also leads to fewer title changes New sequences with same system of numbering, supply [new ser.] or another appropriate term 12.3G … If a new sequence with the same system as before is not accompanied by wording such as new series, supply [new ser.] or another appropriate term...

25. A few other notable changes 12.0B2 Chief source of information a) Printed resources. The chief source of information is the title page … b) Nonprint resources. For direct access electronic serials, prefer the physical carrier or its labels as the chief source of information. For other nonprint resources, follow the instructions in subrule.0B in the relevant chapter for the resource in question

26. A few other notable changes Greater consistency in recording titles 12.1B2 When the title appears in full and in the form of an acronym or initialism in the chief source of information, choose the full form as the title proper. (unless … deleted)

27. A few other notable changes l Expanded “Item described” notes (12.7B23) Serials: note re: the earliest issue consulted; now can also note the latest issue consulted as well. Remote access resources: official endorsement of “viewed on” note. Integrating resources (print and nonprint) can also use this type of note.

28. A few other notable changes Frequency note (12.7B1): Make notes on the frequency of the serial or the frequency of updates to the integrating resource … Updated quarterly Continually updated l Area 3 renamed: Numbering area (was: Numeric and/or alphabetic, chronological, or other designation area)

29. Impact l New conceptual environment: “continuing resources” “integrating resources” l Different instructions for description of serials vs. integrating resources l Continuity of rules governing the description of serials l Less serial title changes l New treatment of loose-leaf publications as continuing resources

30. Impact con’t l Recognition that records for continuing resources have to be revisited and changed l Revisions incorporate some LCRIs and CONSER practices l Training / Local policies l Develop guidelines for handling continuing resources (wider category than serials) ; impact on division of labour