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0098-7913/03$–see front matter © 2003 Elsevier Science Inc. All rights reserved.PII: S0098-7913(02)00259-9

Program for Cooperative Cataloging Tools Related to the 2002 Revision of AACR2

Les Hawkins, Column Editor

The Program for Cooperative Cataloging (PCC) is working to make tools availableto catalogers of electronic serials and integrating resources. These resources are beingdeveloped to help catalogers understand and implement the 2002 revision of

Anglo-American Cataloguing Rules

, 2d ed. (AACR2), related Library of Congress Rule In-terpretations, and new MARC 21 coding. This column focuses on the revision plansfor documentation of the program components of the PCC and new workshops fromthe Serials Cataloging Cooperative Training Program. Serials Review 2003; 29:40–

42. © 2003 Elsevier Science Inc. All Rights Reserved.

The Program for Cooperative Cataloging (PCC) is work-ing to make tools available to catalogers of electronic se-rials and integrating resources. These resources are beingdeveloped to help catalogers understand and implementthe 2002 revision of

Anglo-American Cataloguing Rules

,2d ed.,

1

related Library of Congress Rule Interpretations(LCRIs), and new MARC 21 coding. CONSER andthe monographic bibliographic component of the PCC(BIBCO) are updating documentation and creating anew workshop for the Serials Cataloging CooperativeTraining Program (SCCTP).

The Revised Rules and New Codes

The critical resources for catalogers are, of course, therules and encoding standards. The text of revised AACR2is available from the American Library Association(ALA), in a loose-leaf print format.

This format will en-able new and revised rules to be in the hands of catalogersmore quickly than in the past. The Cataloging Distribu-tion Service (CDS), Library of Congress published LCRIsthat accompany the revised AACR2 in July and August2002.

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As the revised rules are being implemented, theLCRIs continue to be refined by the Cataloging Policyand Support Office (CPSO), Library of Congress. CPSOposts updates on LCRI revision plans on its Website.

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The MARC 21 bibliographic format contains fields thatwere developed in conjunction with the new rules. Many,but not all of these, will be implemented by the biblio-graphic utilities in December 2003. (For example, bib-

liographic level code “i,” to identify records representingintegrating resources and repeatability of the 260 field,will be implemented by the utilities no sooner than July2003. However, many codes—such as type of continuingresource codes “l” for loose-leaf, “w” for Website, “d”for database, and entry convention code “2” for inte-grated entry—were available on the utilities in time forthe December 1, 2002, implementation.) Informationabout current updates to the MARC 21 formats is avail-able from the Network Development Office Website.

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The text of AACR2, published LCRIs, and MARC 21formats are available in electronic format from CDS as apart of Catalogers Desktop.

The CONSER Cataloging Manual

The CONSER Cataloging Manual (CCM) has been re-issued in a completely new edition to reflect the new rulesand MARC 21 coding. The revision was completed withthe help of catalogers participating in PCC catalogingprograms and CPSO. A new module has been added toexplain the conceptual background of revised chapter 12and treatment of integrating resources and serials as con-tinuing resources. Another significant update has beento explain rules for major and minor changes and how todecide when to create a new catalog record for serials inall formats. These are discussed in module 16, whichcovers new AACR2 provisions for handling changes intitle, numbering, physical medium, and edition statement.

Module 30 (Cataloging Direct Access Electronic Seri-als) and module 31 (Cataloging Remote Access Elec-tronic Serials) of the CCM have been updated to reflectnew rules from the 2001 AACR2 amendments of chapter9 and the entire 2002 revision. Highlights of module 30

Hawkins

is CONSER Specialist, Library of Congress, Wash-ington, DC 20540-4160; e-mail: lhaw@loc.gov.

Electronic Journal Forum

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Hawkins / Serials Review 29/1 (2003) 40–42

include instructions for selecting the physical carrier orits labels (e.g., disc label) as the preferred chief source ofinformation for direct access serials according to AACR212.0B2. Module 31 contains instructions for catalogingremote access serials that do not retain earlier titlesproper on one record (i.e., add earlier titles in a 247 fieldand use field 547 to explain the change) per LCRI 12.0B1.

A new module on cataloging integrating resources isbeing developed by Diane Boehr (National Library ofMedicine) with the help of other PCC participants and isexpected to be available in summer of 2003. The modulewill discuss cataloging print loose-leaf and electronic in-tegrating resources. It will include interim coding prac-tices for integrating resources before bibliographic levelcode “i” and multiple 260 fields are implemented by theutilities. Instructions will be included for updating recordsfor integrating resources when changes in title, author,edition, and other areas occur. Record examples and cov-erage of problematic situations also will be given. In ad-dition to being a module of the CCM, the material will beincorporated as a part of the BIBCO Participants’ Man-ual.

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Information about cataloging integrating resourcesis being added to both CONSER and BIBCO documen-tation because in institutions that are participating inboth programs, the same cataloger may create recordsfor serials and integrating resources. It is anticipated thatafter bibliographic level code “i” is implemented, recordscreated by BIBCO and CONSER members for integrat-ing resources can be authenticated, cooperatively main-tained, and distributed as part of the CONSER database.

CONSER Editing Guide

The CONSER Editing Guide (CEG) is being revised cur-rently to include instructions on applying new MARC 21codes, other changes associated with the revision ofAACR2, and recent cataloging decisions made by theCONSER Operations Committee. Codes that apply tointegrating resources will be included in this update,which is expected early in 2003.

SCCTP

SCCTP offers four serials related courses and is develop-ing an additional workshop on the cataloging of inte-grating resources.

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All workshops incorporate the 2002revisions of AACR2, related LCRIs, recent changes inMARC 21 format, BIBCO policy decisions (if applica-ble), and CONSER practices documented in the CCM.

Two new SCCTP workshops were inaugurated in2002; the Electronic Serials Cataloging Workshop andthe Advanced Serials Cataloging Workshop. Train-the-trainer sessions for the new courses were provided tofifty-seven trainers from the United States, Canada, andMexico. The Electronic Serials Cataloging Workshop fo-cuses on the issues related to cataloging online or Web-based electronic serials. It was designed for catalogerswho have previous serials cataloging experience. Theworkshop provides basic practice in creating an originalrecord for an online serial and handling changes in an on-line serial, options for dealing with titles in aggregations

and packages, and case studies for trainees to examine.There were twenty-nine workshops scheduled for thiscourse from April 2002 through January 2003, with ses-sions given in the U.S., Mexico, Jamaica, Taiwan, andChina. The workshop has been translated into Spanishand Chinese.

The Advanced Serials Cataloging Workshop was re-leased in the fall of 2002 and focuses on the cataloging ofprint format serials. The course incorporates all serial re-lated rule revisions and provides in-depth instructions fordeciding when to create a new record under the rules formajor and minor changes. It includes practice in handlingmore complex serial cataloging situations (supplements,cumulations, reprints, microform reproductions, and con-ference publications) and covers the use of serial records inlibrary catalogs. Although this workshop focuses on printserials, it is fully applicable to electronic serials as well.

The Serial Holdings Workshop was created in January2001 to teach basic principles of creating holdings recordsand publication patterns compliant with the MARC 21Format for Holdings Data and ANSI/NISO Z39.71–1999. The workshop includes background informationon why holdings are important and the key standards.Instructions and exercises provide participants with ex-perience in creating formatted and free-text holdings andpublication patterns. Although not affected as much bythe rule revisions of 2002, the workshop was revised inJune 2002, with information added about integrated li-brary systems, revised exercises, and a more comprehen-sive session on trends in holdings.

The Basic Serials Cataloging Workshop was the firstcourse developed by SCCTP. Since 1999 nearly 100 two-day sessions have been given throughout the UnitedStates, Canada, Mexico, and Taiwan. Revision of theBasic Serials Cataloging Workshop training materials toincorporate the 2002 rule changes was completed inOctober 2002 and now is being distributed to workshopsponsors in electronic format. It provides the basic prin-ciples of serials cataloging for original and copy catalog-ing for print and electronic serials. The session on cata-loging electronic serials is meant to be an introduction tothe topic and includes information on cataloging directand remote access serials.

The development of a new SCCTP workshop thatcovers the cataloging of integrating resources was begunin 2002. The course is expected to be released in Marchof 2003 and is being developed by Steve Miller (Univer-sity of Wisconsin) in conjunction with BIBCO catalogersand Library of Congress staff. Train-the-trainer sessionswere scheduled in conjunction with the 2003 ALA mid-winter conference and in Seattle in February 2003. Thesesessions will include basic procedures for identifying andcataloging integrating resources. Selection criteria forfreely available electronic resources will be covered, aswill advanced problems related to cataloging these re-sources. Exercises provide trainees with experience increating original records for integrating resources and inupdating records when changes take place. Although thefocus of the course is on cataloging electronic integratingresources, an optional session on cataloging print textloose-leaf integrating resources also is included.

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Hawkins / Serials Review 29/1 (2003) 40–42

Conclusion

As the 2002 AACR2 revision and new MARC 21 codesare implemented, changes, adjustments, and further ex-planations probably will be required in the basic catalog-ing documentation. The resources issued by the PCC aredesigned to accommodate updating as needed. The PCCand participating institutions and individuals are com-mitted to providing timely and accurate updates to thematerial when required.

Notes

1. Information on obtaining the 2002 revision of

Anglo-AmericanCataloguing Rules

, 2d ed., is available from the American Library As-sociation, “ALCTS Publications & Resources,” http://www.ala.org/alcts/publications/ (22 November 2002).

2. Information on obtaining the LCRIs in print format or electroni-cally through Catalogers Desktop is available from the Library of Con-gress Cataloging Distribution Service Bibliographic Products & Ser-vices homepage, http://www.loc.gov/cds/ (22 November 2002).

3. The Library of Congress Cataloging Policy and Support Officehomepage, http://www.loc.gov/catdir/cpso/ (22 November 2002).

4. The Library of Congress Network Development and MARC Stan-dards Office homepage, http://www.loc.gov/marc/ (22 November 2002).

5. The BIBCO Participants’ Manual is a training and reference tooldeveloped for BIBCO catalogers. It recently has been issued in an up-dateable online format and is available from BIBCO homepage, http://www.loc.gov/catdir/pcc/bibco.html (22 November 2002).

6. Information on the workshops offered by SCCTP is available fromthe Serials Cataloging Cooperative Training Program homepage, http://www.loc.gov/acq/conser/scctp/ (22 November 2002).