CC:DA/JSC Rep/BECS/2001/3

April 5, 2001

Committee on Cataloging: Description and Access

NOTE: memo is keyed to the actual agenda order of the JSC meeting.

  1.     Agenda [4JSC/A/13/Rev]

Approved, with LA response documents added at X, Y, and Z and an ALA response document added at 3.

  2.     Minutes of November 2000 Meeting [4JSC/M/369-400]

Approved, and will be reissued, with editorial revisions (mostly incorrect numbering and omitted Action statements).

  3.     Revising AACR2 to accommodate seriality [4JSC/Chair/68, etc.] &

13.     Revising AACR2 to accommodate seriality: new rule revision proposals [4JSC/LC/49, etc.] &

16.     Added entry under title (21.30J) [4JSC/ALA/35, etc.]

Below,

“Clean copy” = 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response
“ALA response” = 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/ALA response
“BL response” = 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/BL response
“CCC response” = 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/CCC response
“LC response” = 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/LC response

NOTE: LC to prepare new clean copy for constituent review.

• Agreed:     Resolve chapter scope, chapter title, & definitions first.
• 12.0:     CCC response approved.
• 12.0A1:     ALA response approved, w/ “and that serve the same function as serials” excised; clean copy paragraphs 2-4 modified and added. CCC to supply a statement (for end of par. 2?) noting that Chapter 12 may not apply to all continuing resources in all formats (e.g., maps).
• “Bibliographic resource:”   LC response approved.
• “Continuing resource:”   4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/2 approved.
• “Integrating resource:”   4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up approved.
• “Key title:”   Clean copy approved.
• “Loose leaf publication:”   Ditto.
• “Loose leaf service:”   JSC approved deletion of this term from the Glossary.
• “Monograph:”   Clean copy approved.
• “Multipart item:”   Ditto.
• “Section (Serial):”   LC response approved.
• “Serial:”   4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/2 approved.
• “Updating loose-leaf:”   4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up approved, w/ modifications.
• Chapter title: rename to Continuing Resources.
• 12.0B1:     CCC editorial comment approved.
• 12.0B1a:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/CCC response approved w/ 2nd sentence from clean copy.
• 12.0B1b:     LC response and CCC response approved.
• 12.0B2a:     par. 2 and accompanying footnote to remain unchanged from current par. 2 in 2.0B1.
• 12.0B2b:     CCC response approved.
• 12.0B3a:     Ditto.
• 12.0B3b:     Ditto.
• 12.0F:     CCC response and ALA response approved.
• 12.1B1:     CCC response and 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/LC response approved.
• 12.1B2:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up and CCC response approved.
• 12.1B3:     Clean copy approved.
• 12.1B4:     LC response approved.
• 12.1B5:     Ditto.
• 12.1B6:     LC response, BL response, CCC response approved.
• 12.1B7:     CCC response approved.
• 12.1B8a:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/LC response approved.
• 12.1B8b:     Ditto.
• 12.1C1:     Clean copy approved.
• 12.1D1:     Ditto, w/ spacing in 3rd par. adjusted.
• 12.1D2:     LC response approved.
• 12.1D3a:     Clean copy approved.
• 12.1D3b:     Ditto.
• 12.1E1a:     CCC response approved; (ii) replaced w/ language parallel to that in 1.1E4; examples retained; 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/CCC response approved.
• 12.1E1b:     ALA response approved.
• 12.1E2a:     Clean copy approved.
• 12.1E2b:     Ditto.
• 12.1F1:     Ditto.
• 12.1F2:     Ditto.
• 12.1F3a:     Ditto.
• 12.1F3b:     LC response approved.
• 12.1F4:     Ditto.
• 12.1F5a:     CCC response and ALA response approved.
• 12.1G1:     CCC response approved.
• 12.2A1:     Clean copy approved.
• 12.2B1a:     CCC response and BL response approved.
• 12.2B1b:     LC response approved.
• 12.2B2:     Clean copy approved.
• 12.2B3:     CCC response approved.
• 12.2B4:     LC response approved.
• 12.2B5 (i.e., 12.2F):     4JSC/LC/49/CCC response approved as modified (to incorporate ALA response and delete “(See ?)”).
• 12.2C-E:     Clean copy approved.
• 12.2F (& 12.7B9):     see 12.2B5 above.
• 12.3:     ALA response approved. Section renamed: “Numbering Area.”
• 12.3A1:     Clean copy 1st sentence approved; CCC response 2nd sentence approved.
• 12.3A2:     Clean copy approved.
• 12.3B1:     Magic Touch example to remain; S. Strutt to confirm whether comma present in OPCS example, and add explanation if not; par. 2 and its 2 examples relocated to end of 12.3C4; / and - to remain; more space will be added before the open entry example (per ALA).
• 12.3C1:     LC response modified by CCC response and approved; Commonwealth example restored; International commercial and Daily mirror examples modified.
• 12.3C2:     Clean copy approved.
• 12.3C3:     Ditto.
• 12.3C4:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/CCC response and 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/LC response approved.
• 12.3D1:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/CCC response approved, with the explanation for the 2nd example excised.
• 12.3E:     Clean copy approved, w/ “etc.” deleted from label.
• 12.3E1:     LC response and ALA response approved.
• 12.3F1:     Clean copy approved.
• 12.3G1:     ALA response, CCC response, LC response approved.
• 12.4-12.4D1:     Clean copy approved.
• 12.4D2a:     CCC response approved w/ “(See ?)” excised.
• 12.4F1a:     ALA response approved.
• 12.4F1b:     Ditto.
• 12.4F2a:     LC response approved.
• 12.4F2b:     Ditto.
• 12.4G1:     Clean copy approved.
• 12.4G2:     ALA response and 4JSC/LC/49/CCC response to be melded.
• 12.4G3:     4JSC/LC/49 approved, w/ “place and/or” inserted before “name.”
• 12.5A1:     Clean copy approved.
• 12.5B1:     CCC response approved; BL response not approved.
• 12.5B2:     CCC response approved.
• 12.5B3:     Clean copy approved.
• 12.5C1:     Ditto.
• 12.5C2a:     Clean copy approved, w/ typo noted by CCC to be corrected.
• 12.5C2b:     Clean copy approved.
• 12.5D1:     CCC response approved.
• 12.5D2:     Clean copy approved, with parenthetical to be added to final example explaining it is cartographic.
• 12.5E1a:     Clean copy approved.
• 12.5E1b:     CCC response approved.
• 12.6A1:     Ditto.
• 12.6B1:     Clean copy approved.
• 12.6B2a:     CCC response approved, w/ modification.
• 12.7A1:     Clean copy approved.
• 12.7A2:     Ditto.
• 12.7B:     Ditto.
• 12.7B1:     BL response approved.
• 12.7B2:     ALA response approved.
• 12.7B3:     LC response approved.
• 12.7B4:     Clean copy approved.
• 12.7B4.1:     Clean copy approved, w/ modification.
• 12.7B4.2:     Clean copy approved, w/ modification; CCC response integrating resources examples added; space deleted before “?” in Securities law example; LC response approved w/ ALA suggested modification.
• 12.7B5:     Clean copy approved.
• 12.7B5.1:     LC response approved.
• 12.7B6.2a:     Clean copy approved, w/ “minor” deleted per CCC and space inserted in last example per ALA.
• 12.7B7:     Clean copy approved, with modification.
• 12.7B7.2a:     Clean copy approved.
• 12.7B7.2b:     LC response approved.
• 12.7B8:     Clean copy approved.
• 12.7B8a:     Ditto (Strutt to supply additional example).
• 12.7B8b:     Clean copy approved; LC (Kuhagen) to regularize punctuation and spelling throughout examples.
• 12.7B8c:     ALA response approved.
• 12.7B8d:     Clean copy approved.
• 12.7B8e:     Clean copy approved w/ parenthetical explanation to be added.
• 12.7B8f&g:     CCC response approved.
• 12.7B9:     See 12.2F above.
• 12.7B10:     Clean copy approved, w/ modification.
• 12.7B11:     4JSC/LC/49 approved as revised per ALA, w/ clean copy examples added w/ modification.
• 12.7B12:     Clean copy approved.
• 12.7B13:     LC response approved.
• 12.7B14:     Clean copy approved, w/ modification.
• 12.7B15:     Clean copy approved.
• 12.7B16:     LC response approved.
• 12.7B17a:     Clean copy approved.
• 12.7B17b:     ALA response approved.
• 12.7B18:     CCC response approved.
• 12.7B19:     Clean copy approved, with 2nd example excised; “Summary:” excised from 3rd example and example relocated to 12.7B15; 12.7B18 renumbered 12.7B19 and vice versa.
• 12.7B20:     ALA response approved.
• 12.7B21:     LC response approved.
• 12.7B22:     See 12.7B8b above.
• 12.7B23:     LC response, ALA response, CCC response approved.
• 12.8B1:     LC response and ALA response approved. ALA supplied “Item described is an integrating resource” explanation for the ISBN example.
• 12.8C1:     Clean copy approved.
• 12.8D1:     Ditto.
• 12.8E1:     Ditto.
• 12.8E2:     BL response approved.
• 12.9A:     Clean copy approved.
• 12.10:     LC response approved.
• 0.24:     New version from 3rd revision package will appear in next clean copy from LC.
• 1.1B1:     Clean copy approved.
• 1.4F8:     ALA response and 4JSC/LC/49/CCC response approved.
• 1.6G1:     “Scottish History Society” example will be replaced.
• 1.6H8:     Will drop out of next clean copy.
• 1.6J:     Ditto.
• 1.6K:     Ditto.
• 1.7B23:     ALA response approved; example from CCC response will be added.
• 1.8C1:     Clean copy approved.
• 2.0A1:     BL response approved.
• 2.0B1:     Will drop out of next clean copy.
• 2.5B9:     Clean copy approved.
• xx.7B19:     CCC response approved.
• xx.8C1:     Ditto.
• 20.1:     Clean copy approved.
• 21.2A:     Agreed: will be decimally numbered.
• 21.2A2:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/LC response approved, w/ language from 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/CCC response added to end of 1st par. (but “types:” changed to “categories”). Language will be regularized to omit “change is”, etc. variants.
• 21.2C:     LC response approved; CCC response approved, but reference made more specific: 12.7B4.2b.
• 21.3:     Agreed: leave label as is.
• 21.3B:     Agreed: leave label as is.
• 21.3B1a:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/LC response and 4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/CCC response approved.
• 21.3B1b:     4JSC/Chair/68/Chair follow-up/2/LC response/LC rep response/Chair follow-up/LC response approved.
• 21.3C:     Agreed: leave label as is.
• 21.30J:     21.30J1 language only (not 21.30J2 language) approved from 4JSC/ALA/35; 21.30J language from 4JSC/LC/49 approved beginning w/ the 1st “If considered necessary for access,” but renumbered as 21.30J2 and w/ “running title” restored.
• 21.30L:     ALA to consider its response further and develop proposed language. If ALA decides it’s not worth the trouble, JSC to be so notified.
  Action: ALA.

  4.     Recommendations concerning revision of Rule 0.24 [4JSC/ALA/30, etc.] &

20.     JSC Format Variation Working Group [4JSC/Chair 71, 4JSC/Chair/72]

• Jennifer Bowen joined JSC for a discussion of next steps for the newly formed International Working Group she chairs. The W/G is currently reviewing the FRBR definitions of Work, Manifestation, and Expression, and the 4JSC/ALA/30 series.
• Next, the W/G plans to take some bibliographic records and begin to “pick them apart” to determine what data go are associated with Work, what with Manifestation, and what with Expression. OCLC Europe’s Stuart Hunt has been assigned by W/G member Janet Lees to help the group build a test database.
• Of the five options suggested as means for dealing with format variation issues, the group seems at this point to be leaning toward Option 5.
• Matthew Beacom volunteered to work with Yale Systems staff to set up a WIKI (?) environment for the group to track its discussions, documents, etc..
• An Interim Report from the W/G is due to JSC by 1 October 2001.

15.     Multipart items in AACR2 [4JSC/LC/51, etc.]

• Deferred pending full BL response.

  5.     Rule revision proposals for cartographic proposals (Chapter 3, etc.) [4JSC/ALA/31, etc.]

• 4JSC/ALA/31/ALA follow-up/2 approved w/ modification, pending BL response.
• ALA (Larsgaard) to prepare 4JSC/ALA/31/ALA follow-up/3: “clean copy” text with all revision marks and explanations omitted.
  Action: ALA.

  7.     Principles of AACR2

• Tillett to prepare public document for distribution to constituents for information before ALA Annual 2001.

  8.     Nonroman access points (20.5) [4JSC/ALA/32, etc.]

• All constituent responses to this document have been negative, suggesting that nonroman access should be accommodated via authority records rather than added entries.
• ALA to consider withdrawing the document and whether it wishes to pursue the larger authority record issue instead.
  Action: ALA.

  9.     Appendix of major and minor changes [4JSC/ALA/34, etc.]

• Constituent responses are due to ALA by 15 May 2001.
• JSC recommends that the proposed revision of 24.1C not be considered as part of 4JSC/ALA/34/Rev, but that ALA create a new proposal specific to that rule (with attendant justification, etc.).
  Action: ALA.

10.     Rule revision proposals to make the “rule of three” optional [4JSC/ACOC/1, etc.]

• Constituent responses, including that being prepared by the CC:DA T/F, are being prepared.

17.     Specific characteristics of electronic resources (Chapter 9: Areas 3, 5, 7) [4JSC/ALA/36, etc.]

• Constituent responses are due to ALA by 15 May 2001.
• In the meantime, JSC recommends not finalizing specific rule revision proposals.

19.     2000 Annual Report of JSC [4JSC/Chair/70]

• Typo at top of page 6 (“1999” to “2000”) corrected.

25.1.   ISBD(M) 2001 revision draft

• By mid-June, NLC to prepare a general draft response to go out, following JSC review, as a JSC Chair document.

25.2.   Rule revisions, 3rd package

• Completed and delivered to Mary Ghikas for transmission to ALA Publishing.

26.     Next Meeting

• To take place the week of 5 November 2001 in Ottawa.

  6.     Publisher statement repeating data from title, etc. area (1.4D4) [4JSC/LA/1, etc.]

• Constituents are to await receipt of 4JSC/LA/1/LA follow-up/CCC response before responding ourselves.
• JSC Chair to advise John Byrum of impact on ISBD(M) if applicable.

12.     JSC Web site

• John Attig, JSC Webmaster, joined JSC to demonstrate and review the now-public site.
• JSC agreed that the public Principles document being prepared by Tillett will be put up, as will 4JSC/Policy/4. * JSC decided that the “Selected Documents” section should not include Agendas and Annual Reports. These are to have their own button on the home page. “Selected Documents” should include Meeting Outcomes documents (but not Minutes), plus canonical documents still in play.
• JSC agreed to develop an internal document distribution site with documents available in document number order, in both PDF and Word formats, divided into two sections: “complete” and “in discussion.” New documents are to be copied to John Attig as well as constituent representatives, effective immediately.
• JSC agreed that Web site maintenance is a Secretarial function long term. [cf. #29 below]

Executive Session

11.     General material designations (GMDs) [4JSC/LC/48] &

31.     Study on GMDs

• Tillett to prepare 4JSC/LC/48 for constituent distribution for information. Document to be revised to include reference to Jean Weihs’ survey on GMDs.

27.     Coordination between AACR2 and the ISBDs and other cataloguing standards

• Huthwaite to send memo to John Byrum, Chair of the ISBD Review Group, reiterating end user need for expedient revision, differences in JSC and IFLA review cycles, and proposal that JSC notify ISBD Review Group when revision package is complete and point out major changes they might wish to implement in the ISBDs.

29.     Role of JSC Webmaster &

30.     JSC Secretary

• Position description to include following responsibilities, all in consultation with Chair:
  • Web site content maintenance
  • Minute taking
  • Roster maintenance
  • Meeting arrangement assistance
  • Agenda preparation
  • Rule revision package preparation
  • Document List maintenance
  • Program of Work maintenance
• JSC agreed that the Secretary should rotate with the Chair, and should be as close to the Chair geographically as practicable, rather than centrally located.
• JSC agreed that the position looks to be 50% time. Mary Ghikas to convey to CoP.
• JSC to provide Huthwaite with list of projects Secretary could carry out during “down” times.

14.     Series authority records in AACR2 [4JSC/LC/50, etc.] &

18.     Revision of AACR2 General Introduction and Introduction to Parts I and II &

21.     Topical discussion group recommendations from the Library of Congress Bicentennial Conference (4a and 4B) &

22.     Reorganisation [sic] of AACR &

23.     Strategic Planning for JSC and AACR &

24.     JSC Program of Work &

28.     Updates to AACR2

• Tillett agreed to investigate whether LC can put together a paper laying out the issues in re: authority records (name and series) in AACR2 for JSC discussion at its November meeting. [cf. #8 above] JSC recommends, in the meantime, removing from 4JSC/ALA/34/Rev the Addendum that proposes additional wording in re: series authority records at F.4, F.5, F.7, and F.8. [cf. #9 above]
• JSC reviewed the draft conveyed by Strutt of a first pass at the new AACR2 General Outline. It was agreed that the General Introduction and the “conceptual chapter” referred to in some JSC documents are, and should be considered, one and the same thing. JSC provided Brown with comments to share with Strutt before the next draft is produced.
• JSC reviewed the recommendations from Library of Congress Bicentennial Conference topical discussion groups 4a and 4b, noting that JSC was itself already pursuing a good many of them.
• JSC reiterated to Mary Ghikas the need for constituent access to and review of the ISBD “alpha prototype” in order to determine whether ISBD-based reorganization of Part I of AACR2 merits further investigation. Ghikas will explain to the CoP that what is intended is IP domain name-controlled access for fewer than 75 people worldwide for a limited time.
• JSC reviewed and updated its Program of Work. Judy Kuhagen, secretary for the Washington meeting, will issue the revised Program of Work ASAP.
• It was agreed that at the next JSC meeting, Strategic Planning needs to be the 1st substantive item on the agenda, not the last.