1. Determine whether to catalog the resource as a separate bibliographic record or as an analytic added entry on the bibliographic record for a portal website. In general, if the request is to catalog the portal website or cataloging for a portal website already exists, an analytic added entry is made and a separate bibliographic record is not created. Refer to General Website Policies & Procedures. 4. Granularity.

2. If the decision is to catalog as a separate bibliographic record, determine whether to catalog as an e-serial or an integrating resource. Refer to General Website Policies & Procedures. 2. Serial or Integrating Resource or Monograph?

3. If the decision is to catalog as a serial, catalog as an electronic edition rather than as a reproduction unless the serial was digitized in-house, per General Website Policies & Procedures. 3. Catalog as reproduction or as an electronic edition? For more detail, refer to the CONSER Cataloging Manual, 31.1.3.

4. Cataloging standards. Apply the CONSER standard guidelines to serials (and to IRs where applicable), with the YUL general modifications for serials and the special YUL applications for e-serials.

YUL checklist for serials (modified CONSER standard)

Here are some particular things to look out for when cataloging remote e-serials.

Title proper.

Per AACR2 1.1B1, words that serve as introductions are not transcribed as part of the title proper. Introductory terms are often used on the home pages of websites, but keep in mind that the source of the title proper is the earliest issue of the serial/IR, not the home page of the website.

The CONSER rule (pre-dating the new CONSER standard) applies if the title appears as both an initialism/acronym and in spelled out form on the source selected for the title: the spelled out form is used as the title proper, even if the initialism/acronym form is given prominence on the website.

Variant titles.

With the new CONSER standard, the initialism/acronym is no longer recorded in 245 $b, only in 246 13.

Variant titles no longer need a justifying note.

Source of title note.

The source of title for serials is the chief source of the earliest issue that can be accessed on the website, and not the home page of the serial as a whole. Often the chief source for the earliest issue will be the table of contents page of the earliest issue. However, note that if the decision is to catalog the resource as an integrating resource, the source of title is the latest issue.

The source for variant forms of titles can be anywhere on the website, so if the home page title varies from the earliest issue title, access should be provided through 246. The source for the 246, as indicated above, is not required. For earlier titles, see Title Changes section below.

Fixed Fields.

Same guidelines as print, except Form of item: s (electronic)

Title changes.

The CONSER Cataloging Manual* guideline (31.18) is to use successive entry for e-serials when the e-serial reproduces the enumerative sequence of the print version AND the earlier titles are retained on the digital issues. Because earlier titles cannot be accessed directly on many serial websites, and our policy is not create a record if the resource cannot be accessed directly, we will not follow the CONSER/LC standard for successive entry. If title changes have already occurred, catalog the resource as an integrating resource. If the title was initially cataloged as a serial and the title changes, recatalog as an integrating resource:

• description is based on the current title
• earlier titles recorded in 247
• create 247 fields for the earlier titles even if the earlier titles were not carried over from the print version to the e-version

*At this writing, CCM has not incorporated policy changes due to the new CONSER standard record, but it does not seem likely that the new standard will change policy for succesive entry for e-serials. Until CCM is revised, CONSER expects its catalogers to follow CCM for any areas not covered by the CONSER Standard document.

RELATED DOCUMENTS

General Website Cataloging Policies & Procedures

 

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