Difference between revisions of "Bibliographic input standards"

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These Bibliographic Input Standards are brief and not intended to be used independently. Rather, they should be used for MARC bibliographic database maintenance along with all CCS documentation and OCLC manuals.
==Introduction==
Purpose: These standards provide an overview of the content of the CCS database and what standards are followed when new records are added. Specific cataloging procedures for CCS are located on the Cataloger’s Wiki. These standards were developed based on the recommendations of the RAILS Cataloging Working Group (October 16, 2017).


The Bibliographic Input Standards Committee was formed to review current CCS data entry practice, identify problem areas, examine OCLC input standards, and make recommendations for CCS bibliographic input standards.  As a result, OCLC Level I Input Standards have been adopted.  Level I represents full cataloging rather than minimal level cataloging.  Level I corresponds to the second level of description found in AACR2, 2002 revision, Rule 1.0D2.  CCS is committed to upgrading all OCLC records to Level I quality.
Audience: This document is intended for a broad audience including library administrators, public services staff, technical services staff, and, library staff members outside of CCS.


The latest version of OCLC's Level I Input Standards can be found in [http://www.oclc.org/bibformats/ Bibliographic Formats and Standards].  For each field and subfield, the Level I Input Standard is given first, followed by Level K; for example, "Required/Optional" means the field is required for Level I but optional for Level K. See the [http://www.oclc.org/bibformats/en/introduction.html#inputstandards Input Standards] section of the Bibliographic Formats & Standards Overview for more information. (OCLC's standards are, in turn, based on the MARC21 [http://www.loc.gov/marc/bibliographic/nlr/index.html National Full & Minimal Requirements].)
==CCS Fully Cataloged Bibliographic Record Input Standards==
In order to provide access to our library’s collections for our patrons, every library should fully catalog materials to CCS standards. Vendors that catalog for libraries also need to follow these standards.  


In Bibliographic Formats & Standards and below:
All fully cataloged bibliographic records will follow full RDA standards. (CCS Governing Board November 30, 2016)
* ''Mandatory'' indicates that the information must always be input.  
* ''Required'' indicates that the information must be input if it is applicable and present on the piece or in the cataloging source.
* ''Retain'' indicates that the information must be kept if it is found in the cataloging source, but not necessarily supplied by the local cataloger.


Fixed field elements in each format should be checked for accuracy and filled in if required or mandatory (OCLC Level I standards).
Libraries should contribute new records or upgrade records in OCLC when possible. This is a part of OCLC’s member agreement and helps other libraries using OCLC for cataloging or interlibrary loan.
 
===Requirements for all Records===
An accurate description of the material is required and should include enough information to distinguish one item from a similar item so that patrons can find the record they are looking for.
Access points are vital so that the records can be found by patrons. Recommended access points include:
*Creator headings that have been verified in the authority file
*Title headings and series headings
*Subject headings that have been verified in the authority file including Library of Congress Subject Headings and Genre Headings
*Keywords - It is recommended that records have table of contents information and summary notes.
*Numerical access points such as ISBN and other publisher numbers
*Correct format
*Valid audience code
*Valid Literary Form code
 
===Bibliographic Standards for Specific Formats===
Paperback vs. Hardcover: A paperback edition that has the same content as a hardcover edition is required to be added to the same bibliographic record. However, if there is a significant difference in content, more than a 10% difference in number of pages, or a height difference of more than 2 cm, a separate record should be added to the database.
 
Large Print: Bibliographic records for large print material should be separate from records that have regular size print. A large print edition statement should be supplied as well as a genre heading for Large type books.
 
Magazines: Bibliographic records for magazines should have a type of material / format of Periodical. When a magazine ceases, the bibliographic record should be updated to reflect the date that it stopped being published. When a magazine changes title or there are other major changes, a new record must be added to the database and the old title updated.
 
Serials: Serial volumes are added to serial bibliographic records with the exception of Travel Guides, Test Preparation Books, Tax Preparation Books, and Law Guides. These materials are cataloged on  monograph bibliographic records.
 
DVDs and Blu-rays: Blu-ray + DVD combo packs may be cataloged either on one record as a set, or on separate records for each format. TV shows should be cataloged on a record for the set and not cataloged as individual discs in the set.
 
Graphic Novels: Graphic novels that are multi-volume and do not have individual titles should be cataloged on a monographic set bibliographic record. This allows patrons to place holds on these items. For each new volume, an ISBN number should be added to the bibliographic record with a qualifier note of the volume number so that the record can be located by ISBN number.
 
Foreign Language Materials: When cataloging foreign language materials, use English language cataloging records.
 
Local Materials: It is recommended that libraries catalog their local materials on OCLC whenever possible. Although the local materials may not be allowed to be loaned, researchers may discover materials of interest when they are cataloged on OCLC. If it is not possible to catalog them on OCLC, these records should have a 945 ‡b OCLC DO NOT SET field.
 
Equipment and other Realia: Libraries that circulate equipment or other realia to their patrons but not outside of their library may use local records instead of OCLC records to describe their equipment. These records should have a 945 ‡b OCLC DO NOT SET field.
 
Electronic Resources: Bibliographic records for electronic resources should be specific to the vendor providing the electronic resource and not vendor neutral.
 
===Detailed Field Requirements===
“Core” in some form indicates that the data element must be present in the catalog record if the information is present on the item being cataloged or is easily discoverable. It may be omitted if the information is not present on the item and is not readily ascertainable.
“RDA Core” indicates that the information is required by RDA itself.
“CCS Core” indicates that the information is required by CCS above what RDA itself requires.
“CCS Recommended” indicates that the data element is optional, but should be present in the record if it is not difficult to discover and add.
If a data element is not mentioned, it is not Core and is therefore considered optional. Optional elements that are already present in a record and which will be retained should be verified for accuracy, whenever possible. Optional data already present in a record should not be deleted unless there are specific instructions to do so.


For original entries, OCLC guidelines apply.   
For original entries, OCLC guidelines apply.   
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| 936||Dates or Volume Designations of Last Issue Consulted||Retain
| 936||Dates or Volume Designations of Last Issue Consulted||Retain
|}
|}
==CCS On Order Bibliographic Record Input Standards==
When an item is ordered, there is often not enough information to properly catalog the item. Therefore, it is appropriate to use records from a vendor to describe what is being ordered. A library may also hand-key in a record for ordering purposes. An OCLC record is not required for these temporary records.
Supplying acquisitions records provides a way for patrons to place holds on the materials they are interested in.
Duplicate records for the same material causes confusion for patrons. When ordering it is acceptable to have a temporary duplicate record in order to complete the ordering process. However, the duplicate record should be merged as soon as possible. 
The minimum information needed for an acquisitions record follows. Additional information is encouraged to assist patrons with identifying the material being ordered.
*Creator / Author heading (if applicable)
*Title
*Edition such as large print, video game format, abridged or unabridged audiobook, etc.
*Standard publisher numbers such as ISBN (for books), UPC (for AV)
*Correct format (TOM) - It is recommended to use the template in the purchase order when manually creating a record in order to create a record with the correct type of material.
*099 PRELIMINARY DATA RECORD
[[Category:Training]]
[[Category:Training]]
[[Category:CCS]]
[[Category:CCS]]

Revision as of 19:33, 6 February 2019

Introduction

Purpose: These standards provide an overview of the content of the CCS database and what standards are followed when new records are added. Specific cataloging procedures for CCS are located on the Cataloger’s Wiki. These standards were developed based on the recommendations of the RAILS Cataloging Working Group (October 16, 2017).

Audience: This document is intended for a broad audience including library administrators, public services staff, technical services staff, and, library staff members outside of CCS.

CCS Fully Cataloged Bibliographic Record Input Standards

In order to provide access to our library’s collections for our patrons, every library should fully catalog materials to CCS standards. Vendors that catalog for libraries also need to follow these standards.

All fully cataloged bibliographic records will follow full RDA standards. (CCS Governing Board November 30, 2016)

Libraries should contribute new records or upgrade records in OCLC when possible. This is a part of OCLC’s member agreement and helps other libraries using OCLC for cataloging or interlibrary loan.

Requirements for all Records

An accurate description of the material is required and should include enough information to distinguish one item from a similar item so that patrons can find the record they are looking for. Access points are vital so that the records can be found by patrons. Recommended access points include:

  • Creator headings that have been verified in the authority file
  • Title headings and series headings
  • Subject headings that have been verified in the authority file including Library of Congress Subject Headings and Genre Headings
  • Keywords - It is recommended that records have table of contents information and summary notes.
  • Numerical access points such as ISBN and other publisher numbers
  • Correct format
  • Valid audience code
  • Valid Literary Form code

Bibliographic Standards for Specific Formats

Paperback vs. Hardcover: A paperback edition that has the same content as a hardcover edition is required to be added to the same bibliographic record. However, if there is a significant difference in content, more than a 10% difference in number of pages, or a height difference of more than 2 cm, a separate record should be added to the database.

Large Print: Bibliographic records for large print material should be separate from records that have regular size print. A large print edition statement should be supplied as well as a genre heading for Large type books.

Magazines: Bibliographic records for magazines should have a type of material / format of Periodical. When a magazine ceases, the bibliographic record should be updated to reflect the date that it stopped being published. When a magazine changes title or there are other major changes, a new record must be added to the database and the old title updated.

Serials: Serial volumes are added to serial bibliographic records with the exception of Travel Guides, Test Preparation Books, Tax Preparation Books, and Law Guides. These materials are cataloged on monograph bibliographic records.

DVDs and Blu-rays: Blu-ray + DVD combo packs may be cataloged either on one record as a set, or on separate records for each format. TV shows should be cataloged on a record for the set and not cataloged as individual discs in the set.

Graphic Novels: Graphic novels that are multi-volume and do not have individual titles should be cataloged on a monographic set bibliographic record. This allows patrons to place holds on these items. For each new volume, an ISBN number should be added to the bibliographic record with a qualifier note of the volume number so that the record can be located by ISBN number.

Foreign Language Materials: When cataloging foreign language materials, use English language cataloging records.

Local Materials: It is recommended that libraries catalog their local materials on OCLC whenever possible. Although the local materials may not be allowed to be loaned, researchers may discover materials of interest when they are cataloged on OCLC. If it is not possible to catalog them on OCLC, these records should have a 945 ‡b OCLC DO NOT SET field.

Equipment and other Realia: Libraries that circulate equipment or other realia to their patrons but not outside of their library may use local records instead of OCLC records to describe their equipment. These records should have a 945 ‡b OCLC DO NOT SET field.

Electronic Resources: Bibliographic records for electronic resources should be specific to the vendor providing the electronic resource and not vendor neutral.

Detailed Field Requirements

“Core” in some form indicates that the data element must be present in the catalog record if the information is present on the item being cataloged or is easily discoverable. It may be omitted if the information is not present on the item and is not readily ascertainable. “RDA Core” indicates that the information is required by RDA itself. “CCS Core” indicates that the information is required by CCS above what RDA itself requires. “CCS Recommended” indicates that the data element is optional, but should be present in the record if it is not difficult to discover and add. If a data element is not mentioned, it is not Core and is therefore considered optional. Optional elements that are already present in a record and which will be retained should be verified for accuracy, whenever possible. Optional data already present in a record should not be deleted unless there are specific instructions to do so.

For original entries, OCLC guidelines apply.

The following table documents instances where CCS practice is at variance with OCLC input standards.

FF Definition Comments
AccM Accompanying matter Required
Audn Target audience Required
Biog Biography Required
Comp Form of composition Required
Cont Nature of contents Required
EntW Nature of entire work Required
File Type of computer file Required
Ills Illustrations Required
Indx Index Required
LitF Literary Form (formerly Fiction) Required
Tech Technique Required
 
Tag Field Name Comments
015 National Bibliography Number Retain
016 National Bibliographic Agency Control Number Retain
019 OCLC Control Number Cross-Reference Retain
050 Library of Congress Class. No. Retain
082 Dewey Decimal Call No. Retain
092 Locally Assigned Dewey Call Number Retain
257 Country of production Required (for video recordings only)
260 or 264 Publication, distribution, etc. MANDATORY
340 Physical medium Required (for large print material only)
345 Projection characteristics Retain
346 Video characteristics Required
520 Summary, etc. note Retain
521 Target audience note Required
580 Linking entry complexity note Retain
655 Index term, genre/form Required
760 Main series entry Required
762 Subseries entry Required
765 Original language entry Required
856 Electronic location and access Required
936 Dates or Volume Designations of Last Issue Consulted Retain

CCS On Order Bibliographic Record Input Standards

When an item is ordered, there is often not enough information to properly catalog the item. Therefore, it is appropriate to use records from a vendor to describe what is being ordered. A library may also hand-key in a record for ordering purposes. An OCLC record is not required for these temporary records.

Supplying acquisitions records provides a way for patrons to place holds on the materials they are interested in.

Duplicate records for the same material causes confusion for patrons. When ordering it is acceptable to have a temporary duplicate record in order to complete the ordering process. However, the duplicate record should be merged as soon as possible.

The minimum information needed for an acquisitions record follows. Additional information is encouraged to assist patrons with identifying the material being ordered.

  • Creator / Author heading (if applicable)
  • Title
  • Edition such as large print, video game format, abridged or unabridged audiobook, etc.
  • Standard publisher numbers such as ISBN (for books), UPC (for AV)
  • Correct format (TOM) - It is recommended to use the template in the purchase order when manually creating a record in order to create a record with the correct type of material.
  • 099 PRELIMINARY DATA RECORD