Announcements and Reports

CC:DA Activities at ALA Midwinter Meeting in Philadelphia

CC:DA held two meetings at the ALA Midwinter Meeting in Philadelphia.

Since the Annual Conference in June, and particularly since the Joint Steering Committee meeting in September, CC:DA has conducted regular business via e-mail discussion. For a list of actions taken since June, see the Chair’s report; for activities since September, see the CC:DA Program of Work. The agenda for the CC:DA meetings in Philadelphia is also available.

Reports: CC:DA heard reports from:

• Barbara B. Tillett, the Library of Congress representative [available online]
• Glenn Patton, on the IFLA Cataloguing Section
• Paul Weiss, the ALA representative to NISO
• Matthew Beacom, ALA representative to the Joint Steering Committee [available online]
• Donald E. Chatham, Associate Executive Director of ALA Publishing Services
• John Attig, the CC:DA Webmaster
• Everett Allgood, the CC:DA representative to MARBI [available online]
• Task Forces (see below)

Task Forces: Four active CC:DA Task Forces made reports:

• The CC:DA/MARBI Program 2003/Preconference 2004 Planning Committee, chaired by Susan Hayes, reported progress in organizing a program for the 2003 Annual Conference and a preconference for the 2004 Annual Conference, both on the topic of the IFLA Functional Requirements for Bibliographic Records.
• The Task Force on an Appendix of Major and Minor Changes, chaired by Cynthia Whitacre, reported progress on re-drafting the appendix as a stand-alone publication, with the tentative title Differences Between, Changes Within: Guidelines on When to Create a New Record. A further draft will be presented at the Annual Conference in Toronto.
• The Task Force on Consistency across Part I of AACR, chaired by John Attig, presented proposed revisions covering Areas 2 (Edition) and 3 (Material-Specific Details), aimed at promoting consistency of wording across the chapters in Part I and moving general rules to Chapter 1. The proposals were approved by CC:DA and forwarded to the Joint Steering Committee.
• The Task Force on Reconceptualization of Chapter 9, chaired by Michael Chopey and including members from ALA and the British Library, presented a preliminary report. The Task Force is looking to redefine the scope of Chapter 9, limiting it to computer programs, numeric data, games, online services and such material; and adding rules to other chapters to deal with electronic manifestations of materials covered in those chapters.

Two new CC:DA Task Forces were formed:

• A Task Force on FRBR Terminology, to be chaired by Dorothy McGarry, will review documents generated by the Joint Steering Committee’s efforts to introduce terminology from the Functional Requirements for Bibliographic Records into AACR; the Task Force will prepare draft ALA responses to such documents for consideration by CC:DA.
• A Task Force on Rule 21.0D, to be chaired by Ann Caldwell, will look at rule 21.0D, which authorizes the use of “designations of function” or relator terms in headings; the Task Force will recommend whether the rule should be revised and/or whether the Library of Congress should be asked to revise the LC Rule Interpretation that applies to this rule.

Rule Revision Proposals: CC:DA considered the following rule revision proposals:

• A proposal from the Map and Geography Round Table (MAGERT), to correct an example in rule 3.1F1, was approved.
• A proposal from MAGERT to revise instructions regarding punctuation in recording dimensions in rules 3.5D1 and 3.5D5, was approved.
• A proposal from Adam Schiff to add an example to rule 3.5B3 was approved.
• A proposal from Adam Schiff to revise the rules on other title information, making those rules equally applicable to both serials and integrating resources, was tabled pending comments from the American Association of Law Libraries.
• Proposals from the Task Force on Consistency (see above) were approved.

New Revision of Anglo-American Cataloguing Rules

The Canadian Library Association, the Chartered Institute of Library and Information Professionals, and the American Library Association has published the 2002 Revision of Anglo-American Cataloguing Rules, Second Edition. Major changes in both content and format make the release of the 2002 Revision momentous.

What’s New in 2002?

• Fully integrated 1999 and 2001 Amendments and revisions approved and finalized through 2002
• More than 100 substantive changes throughout the text and completely updated Index
• Three completely revised and updated chapters (Cartographic Materials, Electronic Resources, Continuing Resources)
• A more user-friend format with 8.5" X 11" looseleaf pages that fit a standard 3-ring binder
• Separately numbered chapters for easy integration of future updates
• A brand new text design that clearly distinguishes the rules from the examples

With annual updates that will easily integrate into this brand new, streamlined format, AACR2-2002 is an up-to-the-minute, forward-looking revision that will equip you to catalog any type of resource, print or electronic. To order, please go to the ALA Online Store at alastore.ala.org or call toll-free 1-866-SHOP-ALA.

From AN2, vol. 23, no. 4 (Sept. 2002)

Joint Steering Committee for Revision of AACR to Meet in Washington, DC

The Joint Steering Committee for Revision of AACR, chaired by Ann Huthwaite, will meet in Washington, DC, April 23-25, 2003. The meeting will discuss a wide variety of issues, including the introduction of terminology from Functional Requirements for Bibliographic Records into AACR2; continuing work on identifying and collocating expressions; revising the introductions to AACR to include a statement of principles and other conceptual background; proposals to promote consistency across chapters in Part I and to move general rules to Chapter 1; and a variety of other specific proposals. An announcement, with a draft agenda, for this meeting is available on the JSC Web site.

CC:DA and MARBI Discuss FRBR and MARC 21

CC:DA and MARBI held a joint meeting during the ALA Annual Conference in Atlanta, GA. The topic of mutual interest was the IFLA Functional Requirements for Bibliographic Records and MARC 21. This topic was triggered by the release earlier this year of a model (see below) prepared by Tom Delsey which compared the FRBR entities with the MARC 21 bibliographic and holdings formats and with AACR2, as well as proposing some extensions to the FRBR model. The joint meeting included remarks by Sally H. McCallum of the Network Development and MARC Standards Office at LC, by Glenn Patton of OCLC, and by Tom Delsey, and discussion by the committees and observers.

Background: The following are some background documents:

• Functional Requirements for Bibliographic Records
  [also avaiable in PDF format]
• Tom Delsey, “Functional Analysis of the MARC 21 Bibliographi and Holdings Formats”
• Network Development and MARC Standards Office, Library of Congress, “Displays for Multiple Versions from MARC 21 and FRBR”
• Knut Enga and Eeva Murtomaa, “Data mining MARC to find: FRBR?”

Summary of the Presentations:

• Sally H. McCallum, LC
• Glenn Patton, OCLC
• Tom Delsey

Discussion

MARBI Discussion Paper No. 2002-DP08: The MARBI agenda also included a relevant discussion paper on “Multiple Versions, FRBR, and MARC”. This paper reported work done by the Joint Steering Committee’s Format Variation Working Group, and alternative methods for supporting collocation of expressions within the MARC 21 formats.

New Task Forces Appointed

The Task Force on Reconceptualization of Chapter 9 has been charged to redefine the scope of Chapter 9 in AACR2 and to propose rules in other chapters to deal with electronic manifestations of materials covered in those chapters. For example, the Task Force will reconsider the guidance given in rule 0.24 and the role of GMDs or alternatives for materials covered in more than one chapter. The Task Force is composed of members from both CC:DA and the British Library. The Task Force will present an interim report at the 2003 Midwinter Meeting in Philadelphia and its final report at the 2003 Annual Conference in Toronto.

The CC:DA Task Force on FRBR Terminology has been charged to review documents dealing with FRBR terminology in the Anglo-American Cataloguing Rules resulting from Pat Riva’s work for the Joint Steering Committee. The Task Force will prepare draft ALA responses to these documents for consideration by CC:DA.

The CC:DA Task Force on Rule 21.0D has been charged to undertake an examination of AACR/LCRI 21.0D, an optional rule on designations of functions in headings. The Task Force will reconsider the need for an indication of the nature of relationships in headings rather than relying on the description for such information in light of recent discussions on Functional Requirements for Bibliographic Records(FRBR) and relevant metadata standards. If appropriate, the Task Force will prepare revisions to the rules and/or a recommendation that the Library of Congress modify its rule interpretation; provide rationales for such actions. The Task Force will submit an interim report by May 1, 2003, for consideration at ALA Annual, with a final report due July 8, 2003.

Functional Analysis of the MARC 21 Bibliographic and Holdings Formats Posted

In 2001, the Network Development and MARC standards Office at the Library of Congress commissioned a study to examine MARC 21 from several perspectives:

• the FRBR model,
• the AACR cataloging code model
• a set of user tasks that the format might logically support.

The study used the models from the Functional Requirements for Bibliographic Records (FRBR) and the related The Logical Structure of the Anglo-American Cataloguing Rules for the work which was carried out by the consultant who was largely responsible for the those studies, Tom Delsey, of Thomas J. Delsey consultancy. By sponsoring this analysis and making it available, the MARC Office and others can use the information when analyzing or making decisions related to format maintenance, system implementation, and data sharing. The study will be an important tool for continuing development of MARC 21.

The Network Development and MARC Standards Office would like to learn about research or experimentation that users undertake using information from this document. Over time either a list of projects and/or a bibliography of studies will be compiled.

[from the MARC Standards Web site]

The study is available as a series of Adobe Acrobat .PDF files. The URL for the introductory page is http://www.loc.gov/marc/marc-functional-analysis/functional-analysis.html.