Cataloging the Updating LOOSE-LEAF

1
Cataloging the UpdatingLOOSE-LEAF

• The Original Integrating Resource
• Prepared by
• Rhonda K. Lawrence
• Head of Cataloging
• Hugh Hazel Darling Law Library
• UCLA School of Law
• Los Angeles, California
• An official ALCTS program, presented jointly by
  ALCTS/SS/CSSC (Committee to Study Serials
  Cataloging) and ALCTS/CCS/CCDA (Cataloging
  Committee Description and Access)
• 2002 ALA Annual Conference
• Monday, June 17, 2002
• 130-530 p.m.
• Georgia World Congress Center, Room A411
• Atlanta, Georgia

2
Acknowledgements

• Many thanks to Steven Miller, and the other
  members of the PCC SCT Task Group on Integrating
  Resources Training, for allowing use of their
  slides as templates for this presentation.
• Steven Miller, Chair/course developer, University
  of Wisconsin-Milwaukee
• Jean Hirons, Ex-officio, Library of Congress
• Judith Kuhagen, Ex-officio, Library of Congress
• Louise Rees, University of Pennsylvania
• Ann Sitkin, Harvard Law School Library
• Paul J. Weiss, University of California, San
  Diego
• With additional input from Adam Schiff,
  University of Washington

3
Overview

• Definitions
• AACR2 Highlights
• MARC Coding
• Examples
• Review

4
Definitions

• Bibliographic Resource
• Continuing Resource
• Integrating Resource
• Iteration
• Updating Loose-leaf

5
Bibliographic Resources in AACR2
Continuing Resources Chapter 12
Finite Resources
Monographs Chapters 2-11
Serials
Integrating Resources
Updates remain discrete
Updates do not remain discrete
Multi-parts
6
Bibliographic Resource

• An expression or manifestation of a work or an
  item that forms the basis for bibliographic
  description
• May be tangible or intangible

7
Continuing Resource

• Continuing Resource
• Issued over time with no predetermined conclusion
  
• Includes serials and ongoing integrating
  resources

8
Integrating Resource (1)

• 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 resources can be either finite or
  continuing.
• Examples include updating loose-leafs and
  updating Web sites.

9
Integrating Resource (2)

• Iteration
• An instance of an integrating resource, either as
  first published or after it has been updated.

10
The Original INTEGRATING RESOURCE

• the Updating Loose-leaf

11
The Updating Loose-leaf

• A bibliographic resource that consists of a base
  volume(s) updated by separate pages, which are
  inserted, removed, and/or substituted.
• A type of publication consisting of unbound pages
  housed in a ring or rod binder, a format which
  easily permits the addition, substitution or
  removal of pages.

12
Continuing and Finite IRs

• Continuing integrating resource
• Issued over time in a series of iterations with
  no predetermined conclusion.
• Most integrating resources are continuing.
• Finite integrating resource
• Issued over time with a predetermined conclusion
  intended to be completed in a finite number of
  iterations.

13
AACR2 2002 Highlights
Introduction to Integrating Resources
14
The Traditional Approach to Identifying a New
Edition

• PER LCRI 1.0, consider that a new edition is
  involved whenever
• 1) there is an explicit indication of changes
  (including corrections) of content or,
• 2) anything in the following areas or elements
  of areas differs from one bibliographic record to
  another
• title and statement of responsibility area
• edition area
• the extent statement of the physical description
  area
• and series area

15
The Very Traditional Integrating Resource

• With integrating resources, anything in the
  following areas or elements of areas may differ
  from one iteration to another
• title and statement of responsibility area
• edition area
• the extent statement of the physical description
  area
• and series area

16
Identifying an Updating Loose-leaf

• Begin with a different set of assumptions
• Examine the evidence
• Prefatory material
• Release dates on pages
• Filing instructions
• Publishers invoices
• OCLC records
• Learn the new rules about integrating resources
  and .

17

• Dont be afraid to make an error learn to
  recatalog!

18
Integrated Entry Cataloging (1)

• Existing bibliographic record changed to describe
  current iteration of the resource
• Most areas of description based on latest
  iteration
• Data elements of previous iterations entered in
  notes if required or considered important

19
Integrated Entry Cataloging (2)

• New bibliographic record created only for certain
  changes in edition, mergers, splits, or when
  there is a new work
• (Changes in physical format still under
  consideration)
• Bibliographic records for integrating resources
  will be actively updated and require ongoing
  maintenance

20
AACR2 Chapter 12

• Former title Serials
• New title Continuing Resources
• Will cover both serials and integrating resources.

21
Basis of Description (1)
Areas based on current iteration 1. Title and
statement of responsibility 2. Edition 4.
Publication, distribution, etc. Except Dates
5. Physical description 6. Series

22
Basis of Description (2)
Area based on first and/or last iterations 4F.
Dates of publication, distribution, etc. Areas
based on all iterations and any other source 7.
Note 8. Standard number and terms of availability

23
Changing the Description (1)

• General Principle
• Change description to reflect current iteration
• Give earlier information in a note
• For title proper in general
• For other elements if considered important
• Identify iteration to which note applies

24
Changing the Description (2)

• Exceptions
• NEW LCRI 21.3B for integrating resources
• Create new bibliographic record for certain
  changes to edition area, mergers, splits, etc.
• e.g., in toto replacement of base volume of a
  loose-leaf
• Give range of dimensions of loose-leaf
• If dimensions change in subsequent iterations

25
Chief Source of Information
Printed Resource Title page or t.p. substitute
26
Change in Title Proper

• Change 245 a/n/p to reflect current iteration
• Give the earlier title in a note
• NEW Use MARC 247 and/or 547 fields
• (To be covered in section on notes)
• LCRI Identify which iteration prior to the
  current had this form of the title proper

27
Title Proper example

• 245 10 Collier compensation, employment, and
  appointment of trustees and professionals in
  bankruptcy cases / c Stanley B. Bernstein
  Lawrence P. King, editor-in-chief.
• 247 10 Collier bankruptcy compensation guide
  f lt1988-Nov. 1997gt
• 500 Description based on t.p., release no.
  9, Nov. 1997.

28
Change in Edition Information

• Certain changes require a new record
• LCRI 12.2F1 New record if edition statement
  changes and
• Per LCRI 21.3B for updating loose-leafs
• if there is a new base volume (i.e., an in toto
  replacement edition), but not if a gradual
  replacement edition with no new base volume.
• When a new record is not required
• Change 250 to reflect current iteration and make
  note if change is considered important

29
Change in Edition example (1)

• 245 10 Tax-advantaged securities b ILPs,
  pass-
• throughs, and other vehicles / c by Robert J.
  Haft and Peter M. Fass.
• 246 1 Investment limited partnerships
• 250 4th ed.
• 260 St. Paul, Minn. b West Group, c
  1981-
• 500 Original edition statement 3rd ed.
  updated to 4th ed., 1987.
• 500 Description based on t.p., v. 4F-4G,
  release 58, 9/98.

30
Numbering

• 362 0 formatted designation not used for
  integrating resources
• NEW 362 1 unformatted note used for
  beginning/ending publication dates when
  first/last iterations are not available

31
Numbering example

• 245 00 Pennsylvania benchbook for criminal
  proceedings
• 250 3rd ed.
• 260 New York b LEXIS Pub.
• 362 1 Began in 1999.
• 500 Description based on t.p., vol. 1,
  Release 2, July 2000.

32
Change in Publication

• Transcribe the place and publisher from the first
  or earliest iteration available
• If the place and/or publisher changes, change the
  260 a/b subfields
• Make a 500 note for the earlier place or
  publisher and give dates if known

33
Change in Publication (2)

• Transcribe the name of the publisher first or
  earliest iteration available
• If the publisher changes on a later iteration,
  record the latest publisher in the 260 b
  subfield
• Make a 500 note for the earlier publisher, and
  give dates if known

34
Publication example (1)

• BLvl m Form Conf 0 Biog MRec
  Ctry ilu
• 245 10 Law of independent power b
  development, cogeneration, utility regulation
• 260 Deerfield, IL b Clark Boardman
  Callaghan, c c1989-
• 500 Published New York, N.Y. Clark
  Boardman, 1989-1990.
• 500 Description based on t.p., release no.
  6, Sept. 1995.

35
Publication example (2)

• 245 10 Subdivision law and growth management /
  c James A. Kushner.
• 260 St. Paul, MN b West Group, c c1991-
• 500 Published New York, N.Y. C. Boardman
  Callaghan, 1991-1997.
• 500 Description based on t.p., v. 1, release
  15, 5/99.

36
Date of Publication, etc. (1)

• If cataloging from first or last iteration
• Record beginning date or ending date in 260 c
• Beginning date followed by a hyphen
• Ending date preceded by a hyphen
• Supply an approximate date in brackets if
  necessary

37
Date of Publication, etc. (2)

• If both first and last iterations are available
• Record both dates in 260 c, separated by a
  hyphen.
• For updating loose-leaf, supply date of last
  update if considered important

38
Date of Publication, etc. (3)

• If neither first nor last iteration is available
  
• Give information about beginning and/or ending
  date in a note
• 362 1 Began in 2000.
• Date (in 260 c) if it can be readily
  ascertained. Optionally, supply
  beginning/ending.
• LC will not apply this option.
• Do not give beginning or ending date.
• Omit 260 c and preceding comma.

39
Date Examples (1)

• Resource ongoing, first iteration available
• 260 , c 1994-
• Resource ongoing, first iteration available, date
  approximate
• 260 , c 1998?-
• Resource ongoing, first iteration not available
• 260 b

40
Date Examples (2)

• Resource completed, last iteration available,
  first iteration was not available
• 260 , c 2001.
• Resource completed, all iterations issued in the
  same year
• 260 , c 2002.
• Updating loose-leaf completed, date of last
  update available and considered important
• 260 , c 1974-2001 last updated 2002

41
Physical Description (1)

• Extent of item for loose-leafs
• Add the qualifier (loose-leaf).
• NEW For ongoing loose-leaf
• No number of volumes given
• 300 a v. (loose-leaf)
• For completed loose-leaf
• Number of volumes added
• 300 a 3 v. (loose-leaf)

42
Physical Description (2)

• NEW Per LCRI 12.5B1
• For an ongoing loose-leaf with transfer volumes
• No number of volumes given
• 300 a v. (loose-leaf), v. (transfer)
• For a completed loose-leaf with transfer volumes
  
• Number of volumes added
• 300 a 2 v. (loose-leaf), 4 (transfer)

43
Physical Description (3)

• NEW Per LCRI 12.5B2
• For completed loose-leafs
• If updating loose-leaf consisted of both numbered
  and unnumbered volumes, record total number of
  volumes
• If important to indicate the presence of
  unnumbered volumes, make a note

44
Physical Description (4)

• 245 00 European Union law reporter b an
  explanatory commentary on the principal aspects
  of EU law and policy.
• 260 Bicester, Oxfordshire b CCH Editions,
  c c1962-
• 300 v. (loose-leaf) c 25 cm.
• 500 Includes unnumbered volume European
  Union law update.
• 740 02 European Union law update.

45
Physical Description (5)

• Change in dimensions
• Change 300 c to reflect current iteration
• Record range of dimensions if applicable
• 300 a v. (loose-leaf) c 24-26 cm.

46
Change in Series Statement

• Per LCRI 21.30L
• Additions, deletions, and other changes
• Change 4XX and or 8XX to reflect current
  iteration
• Make 500 note if change is considered important
• Retain former series entries in 8XX if traced in
  local library, based on 500 note.

47
Series Statement example

• 245 10 Subdivision law and growth management.
• 260 St. Paul, MN b West Group, c c1991-
• 500 Published New York, N.Y. C. Boardman
  Callaghan, 1991-1997.
• 500 Series title, 1991-lt1997?gt The Clark
  Boardman Callaghan zoning and land use law
  library.
• 500 Description based on t.p., v. 1, release
  15, 5/99.
• 830 0 Zoning and land use law library.

48
Notes

• For integrating resources
• Include notes for changes to all areas of
  description as prescribed in Chapter 12 or as
  considered important
• If a note does not apply to all iterations of an
  integrating resource, add appropriate numbering
  or publication dates

49
MARC Tagging of Notes (1)

• Most notes tagged in MARC 5XX range
• NEW Some AACR2 notes for integrating resources
  will be tagged in MARC serial fields
• 247 for former title
• 310 for frequency of updates
• 362 1 for publication date information when not
  from first/last iteration
• CAUTION Continue to code notes in 5XX range
  until utilities implement

50
Identification of Iterations in Notes

• Give exact date of change of data element if
  known
• If exact date is not known
• NEW LC/PCC practice
• Give information enclosed in angle brackets to
  locate in time the presence of the earlier data
  element
• Use information already in the record
• For non electronic IRs use information from a
  Description based on note
• Do not try to determine exactly when the data
  element changed.

51
Frequency Note

• NEW LCRI 12.7B1
• Note the frequency of updates even if apparent
  from the rest of the description
• State current frequency in 310 frequency note
• 310 Updated quarterly
• 310 Continuously updated
• 310 Updated irregularly, b 2001-
• Reminder code the Frequency 008 element based
  on the content of the 310 field

52
Former Frequency Note

• State former frequencies in 321 former frequency
  note
• 321 Updated monthly, b 1998-2000
• 321 Frequency of update varied, b -2001
• Example of change in frequency
• 310 Updated monthly, b 2001-
• 321 Updated quarterly, b 1998-2000
• 321 Updated semiannually, b 1995-1997

53
Change in Title Proper Note

• NEW Per LCRI 12.7B4.2
• Make notes on earlier titles proper
• Use MARC 247 and 547 fields
• 247 Former title or title variations
• Use to generate title added entry in addition to
  note
• 547 Former title complexity note
• LCRI Give a separate 547 Title history note
  only if the situation requires more explanation
  than can be given in the 247 field.

54
Title Proper Note example

• This example does not require a 547 note
• 245 10 Tax-advantaged securities
• 247 10 Investment limited partnerships, f
  lt1987-1995gt
• 247 10 Tax sheltered investments, f lt1981-1986gt
• 250 4th ed.
• 260 St. Paul, Minn. b West Group, c
  1981-
• 500 Original edition statement 3rd ed.
  updated to 4th ed., 1987.

55
Change in Title other than Title Proper

• NEW Per LCRI 12.7B4.1 12.7B6.2
• When giving a note for a change in
• Title other than a title proper or
• Other title information
• Give note in field 246 and explain in subfield i
  
• Do not use field 247 and/or 547

56
Bibliographic History Notes

• NEW Per LCRI 12.7B8
• To show a relationship between two integrating
  resources if the main entry and/or titles proper
  are not the same, give a bibliographic history
  note
• Make a related work added entry on the record for
  the later integrating resource

57
Bibliographic History example

• 245 00 Illinois lawyer's manual.
• 250 3rd ed.
• 260 Rochester, N.Y. b Lawyers
  Cooperative Pub., c c1975-
• 300 v. (loose-leaf) c 26 cm.
• 500 Rev. ed. of Illinois lawyers manual.
  2nd ed. 1948.
• 500 Description based on v. 1, t.p.,
  11/94.
• 700 1 Becker, Benjamin Max, d 1909- t
  Illinois lawyer's manual.

58
Change in Edition Note

• NEW Per LCRI 12.7B9.2
• For a gradual replacement edition, make a note
  about the new edition statement
• 250 2nd ed.
• 500 Updated to 2nd ed., June 2001.

59
Change in Edition Note

• 245 00 Current treaty index / c edited and
  compiled by Igor I. Kavass.
• 500 Replacement title pages carry successive
  edition statements, e.g., replacement title page
  received with Fall 1999 supplementation carries
  the statement "Twenty-fifth edition".

60
Publication, etc. Note (1)

• Transcribe the place and the publisher from first
  or earliest iteration available
• If the place or publisher changes on a later
  iteration, record the latest place or publisher
  in the 260 a/b subfields
• Make a 500 note for the earlier place or
  publisher, and give dates if known

61
Publication, etc. Note (2)

• 245 10 Environmental regulation of land use / c
  by Linda A. Malone.
• 260 St. Paul, Minn. b West Group, c
  1990-
• 300 v. (loose-leaf) c 26 cm.
• 500 Published New York, N.Y. Clark
• Boardman, 1990-lt1991gt Deerfield, Ill.
• Clark Boardman Callaghan, lt1992gt-1996.

62
Publication, etc. Note (3)

• Make notes on beginning/ending dates of
  publication not recorded in 260 c.
• i.e., when not cataloging from first/last
  iteration.
• Use MARC 362 1 field.

63
Publication, etc. Note (4)

• Examples
• 362 1 Began in 1987
• 362 1 Ceased in 1999
• 361 1 Began in 1973 ceased in 2001

64
Item Described Note

• Per LCRI 12.7A2
• Note the latest iteration used for the cataloging
  description (if not the first)
• 500 Description based on update no. 3,
  Sept., 2001.
• Often combined with source of title proper note
• 500 Description based on update no. 4 title
  from cover

65
Standard Numbers

• ISBN 020
• ISSN 022
• NEW Per LCRI 12.8B1
• If an integrating resource has both, give both in
  the catalog record
• Change in ISBN
• Add new ISBN
• Example when a loose-leaf becomes multi-volume
  and each volume has a separate ISBN.

66
Main and Added Entries

• Name and uniform title entries
• (Additions, deletions, or other changes)
• Make changes to reflect latest iteration
• Retain entries for past iterations if considered
  important for access
• Choice of main entry could change
• Apply Chapter 21 to current iteration

67
Change in Main Entry Note

• Change 1XX entry for person or body currently
  responsible for the resource.
• Make note for earlier responsible person in 500
  or body in 550 note, if considered important.
• Required to justify 7XX entry if present
• Include dates to identify iteration.
• Add name for earlier person or body in 7XX if
  considered important for access.

68
Main Entry example (1)

• 100 1 Fienberg, Karen Dana.
• 245 10 Chernoff's federal circuit patent case
  digests / c by Karen Dana Fienberg and Kevin L.
  Russell.
• 500 Author Daniel P. Chernoff, 1990-lt199ugt.
  
• 500 Description based on v. 1, t.p., rel.
  7, 12/96.
• 700 1 Chernoff, Daniel P.

69
Main Entry example (2)

• 245 00 Eckstrom's licensing in foreign and
  domestic
• operations.
• 260 St. Paul, Minn. b West Group, c
  1972-
• 300 v. (loose-leaf) 27 cm.
• 500 Authors Lawrence J. Eckstrom
  1972-lt1985?gt
• Steven Z. Szczepanski lt1985?-1998?gt.
• 500 Description based on v. 1, t.p., rel.
  51, 9/98.

70
MARC Coding Preview
Not yet implemented by the bibliographic
utilities!
71
MARC Coding for Integrating Resources

• Most integrating resources are textual
• Will therefore use the MARC Leader and 008 for
  continuing resources
• Type of Record code a Language material.
• Bibliographic Level code i Integrating
  resource
• Will result in Serials 008, but with some new
  values for integrating resources

72
Leader Bibliographic Level

• Previously existing codes
• a - Monographic component part
• b - Serial component part
• c - Collection
• d - Subunit
• m - Monograph/item
• s Serial
• New code added
• i - Integrating resource

73
Noteworthy 008 Elements

• Additions and changes to Serials 008 for
  continuing resources
• Frequency
• (Includes new code)
• Type of Continuing Resource
• Formerly named Type of Serial
• Entry Convention
• Formerly named Successive/Latest Entry

74
008/18 Frequency

• Frequency of updates for integrating resources
• Previously-existing values include, among many
  others
• a Annual q Quarterly
• d Daily w - Weekly
• New value added
• k Continuously Updated

75
008/21 Type of Continuing Resource

• Previously-existing values include
• m - Monographic series
• n - Newspaper
• p - Periodical
• New values added
• d - Updating database
• l - Updating loose-leaf
• w Updating Web site

76
008/34 Entry Convention (1)

• Previously-existing values
• 0 - Successive entry
• New bibliographic record created with major
  change in title proper, or when corporate body
  main entry or corporate body uniform title
  qualifier changes
• 1 - Latest entry
• Item is cataloged under its most recent title or
  issuing body (pre-AACR cataloging rules)

77
008/34 Entry Convention (2)

• New value added
• 2 Integrated entry
• Record cataloged under its latest (most recent)
  title and/or responsible person or body
• New record made only when
• major change in edition
• new work
• title mergers and splits

78
Examples

• Records cataloged according to 2002 Amendments
• Records updated for changes in iterations
• Truly amazing examples of bibliographic complexity

79
CAVEAT
Examples labeled Description after 2002
Amendments are examples of cataloging according
to the 2002 amendments are implemented. They are
not to be construed as a recommendation to
recatalog extant bibliographic records.
80
Description Before 2002 Amendments for Updating
Loose-leaf (1)

• Description before 2002 Amendments
• 245 00 Library of Congress rule interpretations.
  
• 250 2nd ed.
• 260 0 Washington, D.C. b Cataloging
  Distribution Service, Library of Congress, c
  1989-
• 300 2 v. (loose-leaf) c 30 cm.

81
Description After 2002 Amendments for Updating
Loose-leaf (2)

• 245 00 Library of Congress rule
  interpretations.
• 250 2nd ed.
• 260 0 Washington, D.C. b Cataloging
  Distribution Service, Library of Congress, c
  1989-
• 300 v. (loose-leaf) c 30 cm.
• 310 Updated quarterly.

82
Description based on first iteration

• 245 00 MARC 21 format for holdings data.
• 250 2000 ed.
• 260 Washington, D.C. b Library of
  Congress, c c2000-
• 300 v. (loose-leaf) c 30 cm.

83
Description based on later iteration when first
not available

• 245 00 MARC 21 format for holdings data.
• 250 2000 ed.
• 260 Washington, D.C. b Library of
  Congress
• 300 v. (loose-leaf) c 30 cm.
• 362 1 Began in October 2000.
• 500 Description based on update no. 2,
  published October 2001.

84
Change in Title Proper (Loose-leaf) (1)

• Existing record
• 245 00 a Health profession opportunities.
• 500 a Description based on update 5,
  published 2000.
• Same record updated
• 245 00 a Healthcare profession opportunities
• 247 10 a Health profession opportunities f
  ltupdate 5, published 2000gt
• 500 a Description based on update 8,
  published 2001.

85
Change in Title Proper (Loose-leaf) (2)

• Same record updated again
• 245 00 a Opportunities in the healthcare
  profession.
• 247 10 a Health profession opportunities f
  ltupdate 5, published 2000gt
• 247 10 a Healthcare profession opportunities
• f ltupdate 8, published 2001gt
• 500 a Description based on update 10,
  published 2002.

86
Changes in Title Proper and Responsible Body
(Loose-leaf) (1)

• Existing record
• 110 2 a ABC Association.
• 245 10 a Membership directory / c ABC
  Association.
• 500 a Description based on update 2,
  published 1998.

87
Changes in Title Proper and Responsible Body
(Loose-leaf) (2)

• Same record updated
• 110 2 a DEF Association.
• 245 10 a DEF membership directory / c DEF
  Association.
• 247 10 a Membership directory f ltupdate 2,
  published 1998gt
• 500 a Description based on update 5,
  published 2000.
• 550 a Issued by ABC Association ltupdate 2,
  published 1998gt
• 710 2 a ABC Association.

88
Second Change in Responsible Body (Loose-leaf)

• Same record updated again
• 110 2 a GHI Association.
• 245 10 a Membership directory / c GHI
  Association.
• 247 10 a Membership directory f ltupdate 2,
  published 1998gt
• 247 10 a DEF membership directory f ltupdate 5,
  published 2000gt
• 500 a Description based on update 9,
  published 2002.
• 550 a Issued by ABC Association ltupdate 2,
  published 1998gt DEF Association ltupdate 5,
  published 2000gt
• 710 2 a ABC Association.
• 710 2 a DEF Association.

89
Change in Series Statement (Loose-leaf)

• Existing record
• 260 a Denver b Smith Pub. Co.
• 440 0 a Research in library acquisitions.
• 500 a Description based on update 2,
  published in 1991.
• Same record updated
• 260 a Denver b Smith Pub. Co.
• 490 1 a Library acquisitions.
• 500 a Series title lt1991 gt Research in
  library acquisitions.
• 500 a Description based on update 9,
  published in 2000.
• 830 0 a Research in library acquisitions.
• 830 0 a Library acquisitions (Denver, Colo.)

90
Change in Frequency of Updates (Loose-leaf)

• Existing record
• 260 a New York b Corona, c 1997-
• 310 a Updated quarterly
• Same record updated
• 260 a New York b Corona, c 1997-
• 310 a Updated monthly, b July, 2001-
• 321 a Updated quarterly, b January,
  1997-June, 2001.
• 500 a Description based on update 19,
  published in July, 2001.

91
Loose-Leaf Services (1)

• Definition per LCRI 12.0
• A publication issued in several component parts
• Often includes updating loose-leaf and bound
  volumes containing primary and secondary source
  material
• Sometimes called a reporter

92
Loose-Leaf Services (2)

• Treatment
• Create one record for the service as a whole
• Consider the service as a whole to be an
  integrating resource.
• In a note, list the component parts in enough
  detail to identify them. Give any volume
  designation that is found on a part.
• Optionally, include numeric or chronological
  designations of newsletters, bulletins, etc.,
  within the service

93
Loose-Leaf Services (3)

• Pamphlets and paperbacks
• Current information of temporary or permanent
  value published also in pamphlet or paperback
  form.
• keyed to a section or a service or to several
  services.
• Characteristics
• individual, distinctive titles
• carry title of the service
• numbering of a section of the service
• usually a supplementary bulletin with the words
  "Extra," "Section 2," etc.

94
Loose-Leaf Services (4)

• Bulletins, newsletters, etc.
• Sections with independent numeric or
  chronological designations
• Contain latest developments in a particular field
  
• Information of permanent value often later
  included in main text

95
Loose-Leaf Services (5)

• LC practice for bulletins
• Do not create a separate record
• On record for updating loose-leaf, give a note
• Make appropriate added entry
• 500 Includes separately numbered section
  Report bulletin.
• 500 Includes separately numbered bulletin
  Criminal law advocacy reporter

96
Loose-Leaf Services (6)

• Transfer volumes
• Bibliographic unit containing material of a
  permanent nature originally issued as a section
  of a loose-leaf service
• Material transferred from the loose-leaf service
  by one of the following modes
• Reissued by the publisher in bound form or
• Transferred to permanent binders or
• Bound separately by the subscriber

97
Loose-Leaf Services (7)

• LC practice for transfer volumes
• Do not create a separate bibliographic record for
  transfer material
• On record for the updating loose-leaf, give a
  note
• If the transfer section has a title of its own,
  cite the title in the note and give an added entry

98
Loose-Leaf Services (8)

• Sample notes for transfer volumes
• 500 Material of permanent value is removed
  periodically and bound in separate volume.
• 500 Material of permanent value is transferred
  from time to time to storage binders.
• 500 Prebound, separately numbered volumes with
  title Administrative law decisions, containing
  reports of decisions of the Administrative
  Appeals Tribunal, periodically replace the
  reports and decisions in the section entitled
  Administrative law decisions.

99
Loose-Leaf Services (9)

• If a separate bibliographic record is created,
  include a note explaining the relationship
• 245 00 Environment reporter. p Cases.
• 500 These volumes replace the opinions
  published in loose-leaf format in the
  "Decisions" binder of Environment reporter.

100
Pre AACR2 2002 catalogingEuropean Union Law
reporter (1)

• 010 62-6322
• 020 086325215X (basic set loose-leaf)
• 020 0863251293 (Doing business in Europe
  loose-leaf)
• 020 0863252303 (European Community cases)
• 245 00 European Union law reporter b an
  explanatory commentary on the principal aspects
  of EU law and policy.
• 246 3 Common market reporter
• 260 Bicester, Oxfordshire b CCH Editions,
  c c1962-
• 300 4 v. (loose-leaf) c 25 cm.
• 500 Title history Common market reports
  (1962-1988) Common market reporter, 1989-Feb.
  1997.
• 500 Published Chicago, Ill. Commerce
  Clearing House,1962-1988 CCH International,
  1989-Dec. 12, 1991 CCH Europe (Jan. 1992-lt1996
  gt).

101
Pre AACR2 2002 catalogingEuropean Union Law
reporter (2)

• 500 Includes unnumbered volumes Tables,
  Table of cases, Regulations preambles, Proposed
  regulations preambles, Current materials, Index,
  and Rulings.
• 500 Originally issued 1962-lt1988?gt in series
  Topical law reports.
• 500 Includes unnumbered volume European
  Union law update.
• 500 Material of permanent value is removed
  periodically and bound in separate volumes with
  titles Court decisions New developments.
• 710 2 CCH Editions Limited.
• 710 2 Commerce Clearing House
• 710 2 CCH International (Firm)
• 710 2 CCH Europe (Firm)
• 740 01 Common market reports.
• 740 02 European Union law update.
• 830 0 Topical law reports (Commerce Clearing
  House)

102
Pre-AACR2 2002 record for complex loose-leaf
service (1)

• 010 42-22330
• 040 DLC c DLC
• 245 04 The Law of Federal income taxation.
• 246 3 Mertens the law of federal income
  taxation
• 260 St. Paul b West Group, c 1942-
• 300 v. (loose-leaf) c 26 cm.
• 500 Some volumes have title Mertens law of
  federal income taxation Mertens the law of
  federal income taxation.
• 500 Originally issued in bound format and
  kept up to date by pocket supplements and revised
  volumes.
• 500 Published in Chicago, Ill. and Wilmette,
  Ill. by Callaghan, 1942-1991 Deerfield, IL
  Clark Boardman Callaghan, 1991-1997.
• 500 The service is divided into five parts
  Treatise, by Jacob Mertens, Jr. and others
  (loose-leaf) Code, current volume (loose-leaf)
  and bound volumes, 1954-1958-- Code
  commentary (loose-leaf) Regulations, 1954-1982
  (bound volumes), 1983-1984 (loose-leaf)
  Rulings, current volume (loose-leaf) and bound
  volumes, 1954-1957--

103
Pre-AACR2 2002 record for complex loose-leaf
service (2)

• 500 "Current tax highlights" are periodically
  transferred from section 3 of the Current
  materials volume to unnumbered Highlights volume.
  
• 500 Includes separately numbered Regulations
  volumes, 1985- .
• Regulations volumes continued by Mertens federal
  tax regulations which consists of regulations
  issued annually in softbound format Regulations
  preambles Proposed regulations preambles
  Current developments and status table.
• 500 Description based on t.p., 1997-1998
  rulings.
• 700 1 Mertens, Jacob, d 1896-
• 710 2 West Group.
• 710 2 Clark Boardman Callaghan.
• 710 2 Callaghan and Company.
• 740 0 Mertens law of federal income taxation.
• 740 02 Mertens federal tax regulations. p
  Regulations preambles.
• 740 02 Mertens federal tax regulations. p
  Proposed regulations preambles.
• 740 02 Current tax highlights.
• 740 02 Mertens federal tax regulations.

104
Review Conclusion
105
Review (1)

• Integrating resources
• Added to or changed by means of updates that do
  not remain discrete and are integrated into the
  whole.
• Include updating loose-leafs, updating databases,
  and updating Web sites.
• Most are continuing some are finite.
• Description based on latest iteration

106
Review (2)

• Called Integrated entry in MARC 21
• Bibliographic record reflects changes in
  resource
• Change description to reflect current iteration.
• Give earlier information in a note.
• For title proper generally.
• For other elements if considered important.

107
Review of Highlights (3)

• Exception certain changes to edition area
  require new bibliographic record
• e.g., in toto replacement of base volume for
  loose-leaf
• MARC coding after future implementation
• All will have Bibliographic Level code i.
• Most will be predominantly language material
  content
• Will have Type of Record a and Serials 008
  elements

108
To be continued indefinitely ..