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1.  INTRODUCTION


1.1  References

CONSER Cataloging Manual,  Module 31. Remote Access Electronic Serials (Online Serials).  http://www.loc.gov/acq/conser/pdf/Module31.pdf (accessed March 26, 2013).

CONSER Cataloging Manual, Module 33.  Newspapers.  http://www.loc.gov/aba/pcc/conser/pdf/ccm/CCM-Module-33.pdf (accessed March 26, 2013).

CONSER RDA Cataloging Checklist and Core Elements. http://www.loc.gov/aba/pcc/conser/issues/index.html   (accessed March 27, 2013).

Integrating Resources : A Cataloging Manual.  Washington, D.C.: Program for Cooperative Cataloging, 2011. .http://www.loc.gov/aba/pcc/bibco/documents/irman.pdf (accessed March 26, 2013).

Section IV, Chapter B

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1.  INTRODUCTION

 

1.1  References

Mitchell, Anne M. and Brian E. Surratt.  Cataloging and Organizing Digital Resources. New York: Neal-Schuman, 2006.

Olson, Nancy B.  Cataloging Computer Files.  Lake Crystal, Minn.: Soldier Creek Press, 1992.
_______.  _Cataloging Computer Files : 1996 update.  Lake Crystal, Minn.: Soldier Creek Press, 1996. Internet Resources. 2d ed. Dublin, Ohio" PC:C. 1997.  http://cdm15003.contentdm.oclc.org/cdm/ref/collection/p267701coll5/id/293

_______.  _Cataloging of Audiovisual Materials and Other Special MaterialsDeKalb, Ill.: Minnesota Scholarly Press, 1998.
5th ed.  Westport, Conn.: Libraries Unlimited, 2008.

PCC Provider-Neutral E-Resource Guidelines, Serials and Other Formats. Online Audiovisual Catalogers, Inc. Cataloging Policy Committee.  “Implementing the Revised AACR2 Chapter 9 for Cataloging Electronic Resources.”  http://ublibwww.buffaloloc.edugov/librariesaba/unitspcc/ctsscs/olac/capc/ch9documents/PCC-PN-guidelines.html (accessed August 1March 26, 20072013).

Weitz, Jay.  “Cataloging Electronic Resources: OCLC-MARC Coding Guidelines.”  httphttps://www.oclc.org/support/documentationservices/worldcat/documentation/cataloging/electronicresources/default.htm.en.html
 (accessed August 1March 27, 20072013).

1.2  General workflow

Electronic continuing resources are cataloged by the Serials Cataloger.  When an electronic resource is supplemental to a print work, information about the electronic resource may be added to the record for the print work.  See Mixed Media, Section IV, Chapter A for processing details.

When the electronic resource represents the same title in a different format, a separate record is made for each format.

An electronic resource is cataloged on the OCLC workform that corresponds to its intellectual content.  For example, electronic serials are cataloged on the Continuing Resources workform.

OCLC is searched for electronic resources most efficiently by setting the Format qualifier to Continuing Resources or Integrating Resources (/com).  Remote access resources can be searched by setting the Internet qualifier to: Internet.

2.  REMOTE ACCESS CONTINUING RESOURCES

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006.  Required to express electronic resource and possible other additional material characteristics.

007.  Required – see OCLC Bibliographic Formats and Standards.

022.  Include the electronic ISSN in subfield a, if available; if the title is also available in print, include the print ISSN in subfield y.

130.  Uniform title qualified by format is required for electronic continuing resources with same title as print version and title main entry:
130 0_  Journal of science (Online)- Assign uniform titles as you normally would for serials. If the record original (usually print) format of that serial had a uniform title, use that same uniform title for the online version. Uniform titles with the qualifier: (Online) are no longer used in current cataloging practice.

245.  Main entry is generally by title, but follow AACR2, Chap. 21 RDA Toolkit.  Subfield h [electronic resource] follows immediately after subfields c, n, and p.  is no longer used in current cataloging practice. Subfield c (statement of responsibility) is usually not necessary for serials.

260264 Enter place Enter place and name of publisher here; in general, follow AACR2 9.4 and 12.4 as applicable.  Use place and publisher of print version if applicable.
300.  This field is not used for remote access titles./producer/distributor/manufacturer/copyright here, following MARC 21 guidelines. If the first and/or last issue is in hand, add the date, if known, in subfield c (do not use the date in the 264 field in the fixed fields for Dates)

300.  CONSER requires for print and tangible, live non-print serials; use for online resouces is optional, but if you choose to add, use this wording:

300     1 online resource

362.  Include coverage notes as you would for a print title:

  • If first issue is available online, use first indicator = 0 and include information in a formatted note. 
  • If the first issue is not in hand, but the information is known, use first indicator = 1 and include information in an unformatted note. Always use an unformatted note, with first indicator = 1, whether or not you have the first and/or last issues
  • If information on both the first issue and issues is unavailable, omit this field. 
  • If the first issue not available online, but the title was also issued initially published in print , use first indicator = 1 and include information from print version in an unformatted note.

538.  Enter the mode of access for remote access titles in this field:

538     Mode of access: World Wide Web

 

500.  Always give source of title proper and the date viewed online.  This note can be combined with the note on the "Description based on" note, if used (see note below):

500     Title from journal home page (viewed May 4, 2007).

  • (or another format), use the original number for the online version, even if all volumes are not available online.
  • Use the beginning and ending dates from the 362 field in the fixed fields Date1 and Date2, rather than the dates in field 264, subfield c

500.  Give the source of the title proper in the 500 field if there is no 588 field (such as some integrating resources); include the date viewed online:

500     Title 500     Description based on: Vol. 5, no. 1 (Jan. 2004); title from journal home page (viewed May 4, 2007).

520.  If needed, give a brief summary of the contents available, unless the information is obvious from the rest of the record.500. 

588.  Always include a Source of Description note (which should include the source of the title and the date the information was viewed online). Also include, in a separate 588 field, a Latest Issue consulted note. The 588 notes come last, after any other 5XX notes (but before any 533 notes describing microform versions):

  • Even if you have the first issue in hand, the Description based on note is still required. If you do not have the first issue, use the earliest issue you do have. If cataloging is not based on the first issue, the last 5XX note specifies “Description based on …”.   This note should be combined with the Source of Title note (see above); that note would then not appear in a 500 field.

588     Description based on: Vol. 5, no. 1 (Jan. 2004); title from journal home page (viewed May 4, 2007).

588     Latest issue consulted: Vol. 35, no. 4 (Dec. 2008).  If many changes are made to the record from a later issue, a second 500 note can be included reading "Latest issue consulted: …"

6XX.  Follow the same principles as to number and specificity of headings as for other resources.  For software use the free-floating form subdivision |v Software under each heading assigned.  Do not use the subdivision |v Computer programs when cataloging software.  Use |x Computer programs only for works about computer programs.   For serials, use free floating subdivision |v Periodicals.

776 1_08 If the resource is available in other formats, include that information in this linking field (repeatable):

776 18  |i Also available in print08  |iPrint version:|t Ambio tAmbio|x 0044x0044-7447|w(OCoLC)46381482

780, 785.  Include linking fields for earlier and later titles as you would for print continuing resources.

856.  Make an active link in this field.  Use indicators as follows:

  • 40   Link for resource represented by bib record
  • 41   Link to another version of resource
  • 42   Link to related resource

2.2  Item records


Library.  For all remote access resources, use FONDREN as the library, regardless of which library holds the print version or initiated the order record.

*Call number* For direct remote access titles that have print versions, Cutter use the same call number of for the electronic version to index immediately
, followed by the qualifier: (Internet).  Note: Do not put a subfield z between the call number and the qualifier for these titles:

CALL NUMBER:  QH540 .A52 (Online)

*Item type* For all remote access resources, use: INTERNET.

Location.  For all remote access resources, use: INTERNET

 

*2.3  Serial cntrol control records.  * All remote access continuing resources received on standing order or subscription get a serial control record in Sirsi, which is usually .  These are usually created by Acquisitions staff, but are sometimes input by the cataloger (see Appendix).  Firm ordered materials with no ongoing maintenance fees do not require a serial control record.Serial Controls for Electronic Resources):

 

3.  DIRECT ACCESS CONTINUING RESOURCES

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006.  Required to express electronic resource and possible other additional material characteristics.

007.  Required – see Bibliographic Formats and Standards

022.  If the resource has its own ISSN, include it in subfield a.

130.  Uniform title qualified by format is required for electronic continuing resources with same title as print version and title main entry:
130 0_  Journal of science - Assign uniform titles as you normally would for serials. If the record original (usually print) format of that serial had a uniform title, use that same uniform title for the electronic version. Uniform titles qualified by format: (CD-ROM)

130 0_  Journal of science (DVD-ROM)

, etc.. are no longer used in current cataloging practice.

245.  245.  Main entry is generally by title, but follow AACR2, Chap. 21 RDA Toolkit.  Subfield h [electronic resource] follows immediately after subfields c, n, and p.  is no longer used in current cataloging practice. Subfield c (statement of responsibility) is usually not necessary for serials.

260264 Enter place Enter place and name of publisher here; in general, follow AACR2 9.4 and 12.4 as applicable./producer/distributor/manufacturer/copyright here, following MARC 21 guidelines. If the first and/or last issue is in hand, add the date, if known, in subfield c (do not use the date in the 264 field in the fixed fields for Dates)

300.  Include information on extent, sound and color, and dimensions here; in general, follow AACR2 9.5 and 12.5 RDA Toolkit as applicable.

  • Subfield a:  Do not include specific extent unless the title is complete
  • You may use the more specific terms for optical discs:  CD-ROMS or DVD-ROMS, instead of the more general: computer optical discs
  • Dimensions for optical discs are:  4 3/4"

300     CD-ROMS : |b sd., col. ; |c 4 ¾ in.

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362.  Include coverage notes as you would for a print title.
:

  • Always use an unformatted note, with first indicator = 1, whether or not you have the first and/or last issues
  • If first issue is available online, use first indicator = 0 and includes information in a formatted note.
  • If the first issue is note in hand, but the information is known, use first indicator = 1 and includes information in an unformatted note.
  • If information on both the first issue and issues is unavailable, omit this field.

 

 

  • If the title was initially published in print (or another format), use the original number for the online version, even if all volumes are not available online.
  • Use the beginning and ending dates from the 362 field in the fixed fields Date1 and Date2, rather than the dates in field 264, subfield c

  538.  Include system requirement notes for direct access titles in this field.  In general, follow AACR2 9.7B1.b) RDA Toolkit, but avoid including overly specific information, as this field describes the entire run of the title and that information may change over time.  Include a separate 538 field if the disc is designed for multiple platforms:

538     System requirements for Windows: IBM-PC or compatible system; Windows XP or higher; CD-ROM drive.

538     System requirements for Macintosh: Macintosh Plus or higher; CD-ROM drive.

500.  Always give source of title proper.  This note can be combined with the note on the "Description based on" note, if used (see note below):

500     Title from disc label.

500     Description based on: Vol. 5, no. 1 (Jan. 2004); title from disc label.

520.  If needed, give a brief summary of the contents available, unless the information is obvious from the rest of the record.500. 

588.  Always include a Source of Description note (which should include the source of the title and the date the information was viewed online). Also include, in a separate 588 field, a Latest Issue consulted note. The 588 notes come last, after any other 5XX notes (but before any 533 notes describing microform versions):

  • Even if you have the first issue in hand, the Description based on note is still required. If you do not have the first issue, use the earliest issue you do have. If cataloging is not based on the first issue, the last 5XX note specifies “Description based on …”.   This note should be combined with the Source of Title note (see above); that note would then not appear in a 500 field.

588     Description based on: Vol. 5, no. 1 (Jan. 2004); title from journal home page (viewed May 4, 2007).

588     Latest issue consulted: Vol. 35, no. 4 (Dec. 2008).

  ….”  If many changes are made to the record from a later issue, a second 500 note can be included reading "Latest issue consulted: …."

6XX.  Follow the same principles as to number and specificity of headings as for other resources.  For software use the free-floating  form subdivision |v Software under each heading assigned. Do not use the subdivision |v Computer programs when cataloging software.  Use |x Computer programs only for works about computer programs.  For serials, use free floating subdivision |v Periodicals.

776 1_08 If the resource is available in other formats, include that information in this linking field (repeatable):

776 18  |i Also available in print08  |iPrint version:|t Ambio tAmbio|x 0044x0044-7447|w(OCoLC)46381482

 

780, 785.  Include linking fields for earlier and later titles as you would for print continuing resources.

 

*3.2  Call number. 

*For direct access titles that are also issued in have print versions, Cutter the call number of the electronic version to index immediately after the print versiontitle.

 

*3.3  Serial control records.  *

Acquisitions staff inputs the control records for direct access continuing resources as needed.

Prepared by:  Alice J. Rhoades

Last updated:  September 20, 2011

  For some ongoing packages (JSTOR, Project Muse, and DigiZeitschriften) and free online titles, the Serials Cataloger creates the control record (see Serial Controls for Electronic Resources).

3.4  URL maintenance

Once a month, IT runs a report on the Sirsi database which extracts urls from the 856 fields of all current continuing resources and exports them into a text file, which is emailed to the Serials Cataloger for processing (see Checking URLs from Sirsi).

 Index Terms:  electronic resource, serial, references, editing copy, creating records, MARC fields, CD-ROM, DVD-ROM, call number, remote access, direct access