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E-Resources Cataloging Instructions for Licensed Resources
Workflow
Cataloging
Monograph: A nonserial item (i.e., an item either complete in one part or complete, or intended to be completed, in a finite number of separate parts). (AACR2)
Continuing resource: A bibliographic resource that is issued over time with no predetermined conclusion. Continuing resources include serials and ongoing integrating resources. (AACR2)
Computer file: Items included in the following classes of electronic resources: computer software (including programs, games and fonts), numeric data, computer-oriented multimedia, online systems or services. Computer file is not used very often.
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. Integrating resource can be finite or continuing. Examples of integrating resources include updating loose-leafs and updating Web sites.
Serial: A continuing resource issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion. Examples include journals, magazines, electronic journals, continuing directories, annual reports, newspapers, and monographic series.
In some cases the resource could be cataloged as something other than a book, continuing resource, or computer file. For example if you are cataloging a website that is primarily maps, catalog it using the maps fixed field form. If the resource is primarily scores, sound recordings, or visual materials, use those fixed field forms instead. These instructions do not address the specifics of cataloging scores, sound recordings, maps or visual materials
Fixed fields to pay special attention to for continuing resources:
Type Type of Record
Almost always a: Language material. Non-manuscript language material and textual electronic resources. If cataloging the resource as a computer file it will be m: for computer file.
BLvl Bibliographic level
i: Integrating resource
m: Monograph/Item
s: Serial
S/L Entry Convention
0 Successive entry: The record follows the successive entry convention in which a new record is created each time a title changes or a corporate body used as a main entry or uniform title qualifier changes. The earlier or later title or author/title is recorded in a linking field ( field 780 or 785) on each record.
2 Integrated entry: A record is cataloged under its latest (most recent) title and/or responsible person or corporate body. Create a new record only for a major change in edition, a new work or a title merger or split. Use for integrating resources and electronic serials that do not retain their earlier titles.
Form Form of Item
This will be o for online or q for electronic on some type of media like a CD.
SrTp Type of Continuing Resource
blank character None of the following. The type of continuing resource is not specified by one of the other codes. Annual reports, yearbooks, and updating electronic resources are in this category.
d Updating database. A collection of logically interrelated data stored together in one or more computerized files, usually created and managed by a database management system.
m Monographic series. A group of analyzable items (i.e., each piece has a distinctive title) that are related to one another by a collective title. The individual items may or may not be numbered. Use for any title that is a series, regardless of its treatment.
n Newspaper. A serial publication that is mainly designed to be a primary source of written information on current events connected with public affairs, either local, national and/or international in scope. It contains a broad range of news on all subjects and activities and is not limited to any specific subject matter.
p Periodical. A serial publication that contains separate articles, stories, other writings, etc., and is published or distributed generally more frequently than annual.
w Updating Web site. A Web site that is updated, but does not fit into one of the other codes, such as database, newspaper or periodical.
DtSt Type of Date/Publication Status
Usually c for Continuing or integrating resource currently published.
Example:
DtSt: c
Dates: 1984,9999
Use d for Continuing or integrating resource ceased publication
Example:
DtSt: d
Dates: 199u,2009
Could be s for Single date in the case of monographic resources.
Example:
DtSt: s
Date: 2005
Or n for Dates unknown
Example:
DtSt: u
Date: uuuu,uuuu
See OCLC Bibliographic Formats and Standards for other types of dates.
Fixed fields to pay special attention to for books/monographs:
Type always = a for Language material
BLvl Bibliographic Level always = m for Monograph
Desc Descriptive Cataloging Form should always = a for AACR2
ELvl Encoding Level should = I Full-level input by OCLC participants though sometimes it may be K for Less-than-full input by OCLC participants or M for Less-than-full added from a batch process.
Form Form of Item should always = o for online or s for electronic
DtSt Type of Date/Publication Status = will usually be s for single
Dates - Make sure this field is filled in accurately
Also make sure Lang (Language) and Ctry (Country) are filled in
Basic fields for e-resources records
006
Always m in type and usually d for Document in file. Sometimes there will also be an o for online in form in the the 006.
See OCLC Bibliographic Formats and Standards for other types of files like computer programs, numeric data, game, etc.
007
Physical Description Fixed Field (Electronic Resource)
1st Indicator Undefined
2nd Indicator Undefined
Subfields
‡a Category of material
Always c for Electronic resource
‡b Specific material designation
Always r for Remote.
‡d Color
a One color.
b Black-and-white.
c Multicolored.
g Gray scale.
m Mixed.
n Not applicable.
u Unknown.
z Other.
‡e Dimensions
Always n for not applicable
‡f Sound
blank character No sound (silent). The electronic resource is not intended to produce sound.
a Sound. The electronic resource includes digitally encoded sound or is intended to produce sound.
u Unknown. The presence or absence of sound or the ability to produce sound is not known.
050/090
Classification number
245
Title Statement
Example:
245 00 DuBoisopedia ‡h [electronic resource] / ‡c University of Massachusetts Amherst Libraries.
Publication, Distribution, Etc.
Example:
Amherst, Mass. : ‡b University of Massachusetts Amherst Libraries, ‡c c2008.
300 Physical Description
Example:
1 online resource (4 v.) : ǂb ill. (some col.)
Dates of Publication and/or Sequential Designation
1st Indicator Format of date
0 Formatted style
1 Unformatted note
2nd Indicator Undefined
blank character Undefined
Example:
Began in 2008.
or
Vol. 1, no. 1 (Jan./Mar. 1974)-
500
Add a note that says where you got the title and when.
Example:
Title from title screen (viewed Nov. 18, 2009)
538
Add a note that says:
Mode of access: World Wide Web.
520
Add a brief summary or abstract of the resource.
6xx
Subject headings
7xx
Added entries and linking fields. If a person is named in 245$C, either a 1XX or 7XX entry must be present in the record.
856
URL
1st Indicator Access method
4 HTTP (Hypertext Transfer Protocol)
2nd Indicator Relationship
blank character No information provided
0 Resource
1 Version of resource
2 Related resource
Example:
856 40 ‡u http://silk.library.umass.edu/login?url=http://next.srds.com ‡z UMass: Link to resource
Subfield z should say:
UMass: Link to resource
silk prefix to proxy server: http://silk.library.umass.edu/login?url=
Export record to ALEPH
Add 910 with initials and date
Add 928 AUTHORITY
Add 930 OCLC
Item records for e-resources
No barcode (obviously)
Sublibrary: UMDUB
Collection: UWWW
Material type: Choose ebook, ejournal, online database, or website whichever seems to fit the best – most of these will probably be ebooks or ejournals
Item status: 04 Internet
Holdings records for e-resources
Make sure the 856 field is in the holdings record and not in the bib. Indicators should be 40 or 41.
Licensed resources should have a silk prefix so off campus users can connect to the proxy server. The silk prefix is: http://silk.library.umass.edu/login?url=
The URL to the resource should follow the silk prefix so together it would look like this: http://silk.library.umass.edu/login?url=http://next.srds.com
Examples
Records for websites
OCLC# 236216797
First World War poetry digital archive
OCLC# 38825584
The Walt Whitman archive
Record for a website of sound recordings
OCLC# 466141583
Archival Sound Recordings
Record for an ejournal
OCLC# 299152581
Etruscan studies (Online)
Record for an ebook
OCLC# 228508054
ABC for book collectors
Record for an online database
Example coming soon!