1. Jan. 29, 2004OLA SuperConference 2004 1 Changes to AACR2 Problems and Solutions Pat Riva (McGill University) Maureen Killeen (A-G Canada Ltd.)

2. Jan. 29, 2004OLA SuperConference 2004 2 Part 1 Currents in AACR Presented by Pat Riva McGill University

3. Jan. 29, 2004 OLA SuperConference 2004 3 Context of change to AACR2 AACR is a work-in-progress Shift from incremental changes to more fundamental changes Annual cycle of amendments starting in 2001

4. Jan. 29, 2004 OLA SuperConference 2004 4 Recent amendment packages 2002 – huge: new chapters, fundamental issues addressed 2003 – small: incremental changes, specific issues, new index 2001 – in-between: one new chapter, other incremental changes 2004 – probably also fairly small

5. Jan. 29, 2004 OLA SuperConference 2004 5 A beginning : the 1997 Toronto Conference Why was it held? New types of materials Concern about forms of issuance New technology for OPACs International issues

6. Jan. 29, 2004 OLA SuperConference 2004 6 Toronto Conference topics History of AACR Modelling the logic of AACR Catalogue production technology Beyond MARC What is a work? Bibliographic relationships Content vs Carrier Seriality Access points for works

7. Jan. 29, 2004 OLA SuperConference 2004 7 IFLA Cataloguing Section Functional Requirements for Bibliographic Records (FRBR) published 1998 ISBD(ER) published 1997, rev.ed. of ISBD(CF) ISBD(S) => ISBD(CR), published 2002 Functional Requirements and Numbering of Authority Records (FRANAR), near completion International Meeting of Experts on an International Cataloguing Code, July 2003

8. Jan. 29, 2004 OLA SuperConference 2004 8 JSC items for immediate action from Toronto Conference Principles of AACR2 Data modelling Seriality Rule 0.24 and Content vs Carrier JSC procedural tasks: – AACR website – JSC mission statement

9. Jan. 29, 2004 OLA SuperConference 2004 9 Principles of AACR2 JSC working document prepared by Barbara Tillett in 2001 and posted on JSC web Statement of underlying principles to be included in an expanded introduction Influenced the IFLA 2003 draft “Statement of International Cataloguing Principles”

10. Jan. 29, 2004 OLA SuperConference 2004 10 Data Modelling The Logical Structure of the Anglo-American Cataloguing Rules (1998-1999) by Tom Delsey Examined both Part I (Description) and Part II (Access) Identified major issues

11. Jan. 29, 2004 OLA SuperConference 2004 11 Results so far 2001: term of address at end of the name (rules 22.15B1, 22.19B1) 2002: 1.4D4 deleted (no longer use “the Institute” “the Museum” in 260$b even if the name of the publisher appears in 245$c) 2003: 21.30J1 revised to always make a title added entry from title proper

12. Jan. 29, 2004 OLA SuperConference 2004 12 Logical Model issues still pending How should Part I be organized? Inconsistencies in choice of main entry for different types of works Rule of 3 in chapter 21 and more

13. Jan. 29, 2004 OLA SuperConference 2004 13 Seriality Major accomplishment Definition of Integrating resources and Continuing resources in 2002 amendments Complete revision of chapter 12, changes in chapters 21 and 1 Harmonization with ISBD(CR) and ISSN

14. Jan. 29, 2004 OLA SuperConference 2004 14 Seriality principles Recognition of change over time Basis of description Major/minor changes and impact on what is a new work Note to monograph cataloguers: revised ch.12 also applies to series

15. Jan. 29, 2004 OLA SuperConference 2004 15 Seriality issues still pending Refinements to rules for serials and integrating resources including their application to series Description of multipart monographs, particularly those issued over time Clear definition of basis of description by mode of issuance Some of these probably in 2004 amendments

16. Jan. 29, 2004 OLA SuperConference 2004 16 Rule 0.24 and Content vs Carrier Revised in 2001: “It is important to bring out all aspects of the item being catalogued, including its content, its carrier, its type of publication, its bibliographic relationships, and whether it is published or unpublished. In any given area of description, all relevant aspects should be described.”

17. Jan. 29, 2004 OLA SuperConference 2004 17 Much still to come 2001 rule 0.24 considered only a first step How does FRBR relate to the multiple versions issue? JSC created the Format Variation Working Group (FVWG) in 2001

18. Jan. 29, 2004 OLA SuperConference 2004 18 Format Variation Working Group Interim Report (Oct. 8, 2001) on JSC web Reaffirmed the manifestation as the basis of the bibliographic record Describe the manifestation, collocate/index to provide access to the expression and work Current task: revise ch.25 to provide for headings for works and expressions Also, investigate GMD in an FRBR context

19. Jan. 29, 2004 OLA SuperConference 2004 19 Incorporating FRBR terminology JSC separated this task from the FVWG To align terminology of AACR with FRBR, particularly work/expression/manifestation/item Propose Glossary definitions of FRBR terms Identify FRBR concepts already in the rules Not to actually change the intent of any rules!

20. Jan. 29, 2004 OLA SuperConference 2004 20 Consistency Across Part I A CC:DA Task Force Conservative mandate: promote consistency, remove needless inconsistencies, move general rules to chapter 1 Open question – Will consistency be a step along a path to a new organization for Part I?

21. Jan. 29, 2004 OLA SuperConference 2004 21 JSC current activities Format Variation Working Group FRBR terminology GMDs Chapter 21 and the rule of 3 New Introductions

22. Jan. 29, 2004 OLA SuperConference 2004 22 Electronic Resources 2001 revision of chapter 9 did not address issues relating to areas 3 and 5 Expect removal of area 3 (Type and extent of resource) from chapter 9 in 2004 CC:DA/BL task force to “reconceptualize” ch. 9 Linked to work on Part I as a whole

23. Jan. 29, 2004 OLA SuperConference 2004 23 Authority Control as Part III? Desire to address authority records explicitly More a reorganization of ch.22-26 than actual new rules Part II would consist only of chapter 21: Choice of access points Will consider the FRANAR report

24. Jan. 29, 2004 OLA SuperConference 2004 24 AACR3 at last? JSC announcement Sept. 30, 2003: “As part of its strategic plan JSC is working towards a new edition of AACR.” Not before 2006, likely later. April 2004 JSC meeting will focus on planning this new edition.