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Yale University Library Metadata Services

Cataloging Online Integrating Resources

Introduction

Scope

Separate cataloging guidelines are provided for electronic resources depending upon (1) mode of access, (2) mode of issuance, and (3) entry convention. The primary focus of this document is on updating Web sites and databases. This document applies if all of the following conditions are met:

  1. The resource is a remote access electronic resource.
  2. The resource is updated.
  3. Updates are integrated into the resource.

These guidelines may be used for original cataloging and for updating copy.

Remote Access vs. Direct Access

Remote access electronic resources, i.e., online resources, are accessed over a computer network such as the Internet (AACR2). Do not consider direct access electronic resources to be integrating resources. Cataloging guidelines for CD-ROMs and other direct access electronic resources are available here.

Identifying Updating Resources

Possible but not conclusive evidence that a resource is updated is the presence of a range of publication or copyright dates, the presence of a "what's new" section, or the appearance of latest update information. If there is no indication that the resource is updated, catalog it as a monograph. Cataloging guidelines for online books are available here (electronic editions) and here (reproductions).

Identifying Integrating Resources

An integrating resource is added to or changed by means of updates that do not remain discrete and are integrated into the whole; they can be finite or continuing (AACR2). See, for example, Thomas and COMINTERN Electronic Archives.

A serial in print format may become an integrating resource when issued online because it is continually or frequently updated and previous iterations no longer exist as discrete issues. As long as the current issue remains discrete, the resource is cataloged as a serial (CONSER Cataloging Manual, Module 35, p. 16). Compare RLG DigiNews, an online serial, to the examples given above.

When determining mode of issuance, base the decision on the item being cataloged, not on another manifestation. For example, the online version of The New York Times provides access to today's paper in the print edition but has additional content, so it would be cataloged as an online integrating resource.

Although online integrating resources are most often continuing resources, some are issued over time but are intended to be completed in a finite number of iterations. Integrating resources that have ceased being updated are still cataloged as integrating resources. See, for example, Coastal Zone, a conference Web site. Web sites for events are typically updated only until the completion of the event. There are no differences in the cataloging of finite and continuing integrating resources.

A multi-part monograph, series, etc., in print format may become a finite integrating resource when issued online if multiple parts or volumes are issued together, the resource is reissued with additional parts or volumes, the same URL is used for each release, and previous releases are not maintained. See, for example, Britannica Online. Because previous releases are not maintained, it is impossible to isolate the content added in each release, even if that content is discrete, so the resource would fall within the scope of these guidelines.

A new bibliographic record is required when a resource changes its mode of issuance from monograph to serial or vice versa. See When to Create a New Bibliographic Record for additional instructions.

References

The primary reference source for cataloging integrating resources is Module 35 of the CONSER Cataloging Manual. Cataloging Electronic Resources: OCLC-MARC Coding Guidelines provides a useful summary of guidelines for fixed field coding. For additional guidance on describing the electronic aspect of online integrating resources, consult AACR2 Chapter 9 (Electronic Resources). For guidance on describing the content of an online integrating resource, consult the appropriate format chapter of AACR2. For additional guidance on describing the continuing aspect of online integrating resources, consult AACR2 Chapter 12 (Continuing Resources). In all cases, consult AACR2 Chapter 1 for general descriptive rules.

General Rules

For online resources, the chief source of information is the resource itself (AACR2 9.0B1). Prefer formally presented evidence from the home page, table of contents page, HTML header, etc. If no information is available from the resource itself, it is acceptable to use information from the publisher, creator, etc. For all areas, information issued by the publisher or distributor is one of the prescribed sources of information, so it does not need to be bracketed (AACR2 9.0B2).

For integrating resources, unlike serials, the current iteration serves as the basis of description and information on previous iterations is provided in notes.

For each area of the description, the prescribed source(s) of information are listed below. Enclose information taken from outside the prescribed source(s) in square brackets.

Area Basis of Description
Title
Stmt. of Responsibility
Current iteration
Information issued by the publisher, etc.
Edition Current iteration
Information issued by the publisher, etc.
Place and Publisher Current iteration
Information issued by the publisher, etc.
Dates First or last iteration
Information issued by the publisher, etc.
Series Current iteration
Information issued by the publisher, etc.
Notes Any source
Standard Numbers Any source

When updating a bibliographic record, make sure the following areas are accurate and up to date: title proper, statement of responsibility, publisher, and edition. Also see the instructions on Access Points.

Fixed Fields

Leader

Voyager windowLeader

Supply a value for Type of Record that reflects the content of the resource. Online integrating resources of primarily textual content should be coded a (Language material), even when they include search software and hyperlinks. Since online resources are considered published (AACR2 9.4B2), do not use codes for manuscript material. For example, Proquest Dissertations and Theses - Full Text would be coded a (Language material) rather than t (Manuscript language material), and the Hotchkiss Map Collection would be coded e (printed cartographic material) rather than f (manuscript cartographic material). Refer to the Type Coding table for other types of content. Bibliographic Level should always be coded i (Integrating resource).

Copy Cataloging Policy: Accept the leader coding as given on cataloging copy. The Type of Record and Bibliographic Level codes should not be updated. In records created before July 2006, Bibliographic Level was coded m (Monograph/item), and the continuing aspect of the resource was captured separately in an 006 coded s (Serial control). When searching, prefer records with codes used in current cataloging, all things being equal.

008 - General Description

Voyager window (Web site)Leader

Voyager window (Database)Leader

The value supplied for Type of Record in the leader triggers the type of 008. For a (Language material), that type is Serial. For other types of material, the 008 reflects the content of the resource, e.g., for printed maps, the type of 008 is Map.

For textual resources, provide values for Publication Status, Date 1, Date 2, Place of Publication, Frequency, Regularity, Type of Serial, Original Item, Form of Item, Type of Entry, Language, Modified Record Code, and Cataloging Source.

Obtain publication information as instructed in 260/362 - Publication Area. Publication Status should be coded c (Serial item currently published) or d (Serial item ceased publication).

If a resource is updated at least daily, code Frequency k (Continuously updated) and Regularity r (Regular). If other specific update information is available, code these bytes accordingly. If update information is unavailable, code Frequency _ (No determinable frequency and Regularity x (Completely irregular).

Type of Serial should be coded w (Updating Web site) or d (Updating database). Original Item and Form of Item should always be coded s (Electronic). Type of Entry should always be coded 2 (Integrated entry). Code other bytes appropriately.

For non-textual resources, create an 008 that describes the content of the resource and code the continuing aspect of the resource in an 006.

Copy Cataloging Policy: In records created before July 2006, the continuing aspect of textual resources was described in an 006 coded s (Serial control). The type of 008 was Book, with Publication Status coded m (Multiple dates). Accept the 008 coding as given on cataloging copy. When searching, prefer a record with the codes used in current cataloging, all things being equal.

007 - Physical Description

Voyager windowLeader

Create an 007 to describe the physical medium of the resource.

Click the 007 button, select the Computer File tab and click New. Specific Material Designation is always coded r (Remote). Dimension is always coded n (Not applicable). Code other bytes appropriately. Image Bit Depth, File Format, Quality Assurance Target(s), Antecedent/Source, Level of Compression, and Reformatting Quality may be coded u (Unknown) with no further investigation unless information is readily available.

Copy Cataloging Policy: Always create an 007 for c (Computer file) if not found on cataloging copy.

006 - Additional Material Characteristics

006 - Electronic Aspect

Voyager windowLeader

Create an 006 to describe the format of the resource.

Click the 006 button, select the Computer File tab and click New. For textual resources, Type of File should be coded d (Document). Refer to the Fixed Field Coding table for other types of content. Code other bytes appropriately.

Copy Cataloging Policy: Always create an 006 for m (Computer file) if not found on cataloging copy.

006 - Continuing Aspect

In records created before July 2006, an additional 006 for s (Serial control) was created to describe the continuing aspect of all online integrating resources. An 006 for s (Serial control) is no longer added to records for textual resources. In records for nontextual resources, since the 008 is used to describe the content of the resource, continue to add an 006 for s (Serial control) to describe the continuing aspect of the resource. Follow the instructions provided in the 008 for Serial.

Copy Cataloging Policy: Accept records for textual resources with an 006 for s (Serial control). When searching, prefer records with codes used in current cataloging, all things being equal.

Variable Fields

In the variable fields of the bibliographic record, follow the current established guidelines and procedures for continuing resources cataloging (AACR2 Chapter 12) in all areas, with particular emphasis on the instructions below. Consult Module 35 of the CONSER Manual for additional guidance as needed.

Examples are taken from existing records. Some fields have been modified. Only those fields relevant to the point being explained are included. Follow the URL provided in the 856 field to examine the resource being described. The anchor text <URL> is used in place of the URL that would appear in the record.

050 - Library of Congress Call Number

Supply an LC classification number for the item in subfield a. Do not add it to the MFHD. The call number will be reflected in the bibliographic record, but not in the OPAC. An item number (subfield b) is unnecessary.

050   4 ‡a JC599.I75
245 0 0 ‡a B'tselem ‡h [electronic resource] : ‡b the Israeli information center for human rights in the occupied territories.
856 4 0 ‡3 Web site ‡u <URL>

24X - Title Area

Take title information from formally presented evidence (e.g., title page, table of contents page, home page, HTML header). If the information in these sources varies in degree of fullness, prefer the source that provides the most complete information. Make notes and added entries for variant titles as instructed below.

Title Proper

An online integrating resource may be part of a larger site or may represent a collection of distinct resources. Select the title that applies to the resource at the level selected for description, typically the page at the URL given in the 856 field. The title proper is bracketed only if supplied by the cataloger.

Omit from the title proper those words that serve as an introduction and are not intended to be part of the title. When applying this rule, consider layout, presentation, and typography. Examine other pages of the resource. Give the introductory words plus the title proper as a variant title in a 246 field. Code the first indicator 1 for a note and added entry. Explanatory text may be provided in subfield i.

245 0 0 ‡a World Bank e-library ‡h [electronic resource].
246 1   ‡i Title appears on home page as: ‡a Welcome to the World Bank e-library
856 4 0 ‡3 Online database ‡u <URL>

When a title appears in full and abbreviated form on the chief source, choose the full form as the title proper and give the abbreviated form as other title information (AACR2 12.1E1(a)). Give the abbreviated form as a variant title in a 246 field. An added entry without a note (first indicator 3) is sufficient.

245 0 0 ‡a Defense Logistics Agency publishing system ‡h [electronic resource] : ‡b DLAPS.
246 3   ‡a DLAPS
856 4 0 ‡3 Online database ‡u <URL>

For online integrating resources, what appears at first to be a common title may instead be a series statement, a statement of responsibility, or the name of the parent resource.

If the phrase is the name of a body, transcribe it as part of the title proper only if it is consistently presented that way. Otherwise, give the body's name plus the title proper as a variant title in a 246 field. Code the first indicator 1 for a note and added entry.

245 0 0 ‡a Directory of published proceedings ‡h [electronic resource].
246 1   ‡i Title appears in HTML header as: ‡a InterDok - Directory of published proceedings
856 4 0 ‡3 Online database ‡u <URL>

If the phrase is the name of the parent resource, transcribe it as part of the title proper only if required to make sense of the section title. Give the section title alone as a variant title in a 246 field. An added entry without a note (first indicator 3) is sufficient.

245 0 0 ‡a Medicare. ‡p Publications ‡h [electronic resource].
246 3 0 ‡a Publications
856 4 0 ‡3 Online database ‡u <URL>

When cataloging a resource having links from one language version to another, create 246 field(s) for the title in the language(s) not given in the 245 field. Do not add non-Roman fields to records created in Orbis; only provide the transliterated title(s).

245 0 0 ‡a B'tselem ‡h [electronic resource] : ‡b the Israeli information center for human rights in the occupied territories.
246 1   ‡i Title from Hebrew home page: ‡a Be-tselem
246 1   ‡i Title from Arabic home page: ‡a Bi-tisīlim
856 4 0 ‡3 Web site ‡u <URL>

Changes in Title Proper

If a resource has changed title, give information about a former title proper in a 247 field (AACR2 12.1B8(b)). Code the first indicator 1 and the second indicator 0 to generate an added entry and a note, respectively. In subfield f of the 247 field, enter the range of dates of the former title proper. If that information is unavailable (the most common situation), enter instead the date given in the source of title note and enclose the date in angle brackets. Update the date in the source of title note. See 500 - Source of Title Note.

Change the title proper to reflect the current iteration (AACR2 12.1B8(b)). Delete any variant titles that do not appear in the current iteration. Previous subtitles, however, may need to be retained. See Changes in Other Title Information.

Example: Record as first cataloged
245 0 0 ‡a AMA physician select ‡h [electronic resource].
246 3 0 ‡a Physician select
246 1 0 ‡i Title appears on home page as: ‡a Welcome to AMA physician select
246 1 0 ‡i Title in HTML header: ‡a AMA online doctor finder
246 3   ‡a Online doctor finder
500     ‡a Title from home page (viewed on Jan. 22, 2003).
856 4 0 ‡3 Online database ‡u <URL>

Example: Record after being updated
245 0 0 ‡a AMA doctorfinder ‡h [electronic resource].
246 3 0 ‡a Doctorfinder
246 3   ‡a AMA doctor finder
246 3   ‡a Doctor finder
247 1 0 ‡a AMA physician select ‡f <Jan. 22, 2003>
500     ‡a Title from home page (viewed on Apr. 11, 2006).
856 4 0 ‡3 Online database ‡u <URL>

If the title proper changes more than once, update the 245 field again and move the previous title proper to an additional 247 field. Give the 247 fields in order from earliest to most recent. For complex changes to title proper, suppress the generation of a note from the 247 fields by coding the second indicator 1 and describe the changes in a 547 field.

General Material Designation

Give the general material designation (GMD) electronic resource in subfield h, immediately after the title proper, i.e., following any alternative title or part number (subfield n) or name (subfield p) but preceding any parallel title(s) or other title information (subfield b) (AACR2 9.1C). The GMD electronic resource is used for all formats of material accessed online, including images, audio, and video, as well as text (LCRI 1.1C).

Copy Cataloging Policy: The GMD computer file may appear in records created before 2001. Leave the GMD as found on cataloging copy. The GMD will be updated, if necessary, when the record is processed by MARS.

Other Title Information

In addition to the situations described above, supply other title information in the following situations.

If the statement of responsibility or the name of the publisher, distributor, etc., is an integral part of the other title information, transcribe it as it appears on the chief source (AACR2 12.1E1(b)).

245 0 0 ‡a Colorado chess informant ‡h [electronic resource] : ‡b the official Web site of the Colorado State Chess Association.
856 4 0 ‡3 Web site ‡u <URL>

If the title proper consists solely of the name of a corporate body, etc., supply other title information by adding in square brackets a brief explanation (AACR2 12.1E1(c)).

245 0 0 ‡a Federal Labor Relations Authority ‡h [electronic resource] : ‡b [home page].
856 4 0 ‡3 Online database ‡u <URL>

Also provide other title information containing terms that help clarify or amplify the scope of a "weak" or "generic" title or that might prove useful in keyword searches.

Changes in Other Title Information

If other title information is recorded in the 245 field and that information changes on a later iteration, decide if the other title information is important enough to be recorded in the 245 field according to the guidelines above. If not, delete the existing other title information in the 245 field; if so, change the 245 field to reflect the current iteration and enter previous other title information in a 246 field (12.1E2(b)). Code the first indicator 1 to generate a note and added entry; the second indicator may be left blank. In subfield i, enter the explanatory text Subtitled, followed by a colon. In subfield f, enter the range of dates of the former subtitle. If that information is unavailable (the most common situation), enter instead the date given in the source of title note and enclose the date in angle brackets. Update the date in the source of title note. See 500 - Source of Title Note.

Example: Record as first cataloged
245 0 0 ‡a Africana.com ‡h [electronic resource] : ‡b the Black lane on the information highway.
246 3 0 ‡a Black lane on the information highway
500     ‡a Title from home page (viewed Feb. 2, 1999).
856 4 0 ‡3 Web site ‡u <URL>

Example: Record after being updated
245 0 0 ‡a Africana.com ‡h [electronic resource] : ‡b the gateway to the Black world.
246 1   ‡i Subtitled: ‡a Black lane on the information highway ‡f <Feb. 2, 1999>
500     ‡a Title from home page (viewed Aug. 15, 2002).
856 4 0 ‡3 Web site ‡u <URL>

Statement of Responsibility

If a statement of responsibility is transcribed as part of the title, do not give a further statement of responsibility unless a separate statement appears prominently on the chief source (AACR2 12.1F2).

If a statement of responsibility does not appear on the chief source, do not attempt to construct one. A statement of responsibility is not required in a bibliographic record. Names of persons or corporate bodies that appear somewhere other than on the chief source may be named in a note if necessary to justify an added entry.

Changes in Statement of Responsibility

If a statement of responsibility is added, deleted, or changed on a subsequent iteration, change the 245 field to reflect the current iteration (AACR2 12.1F5(b)). Also, provide a note and access points. See 500/550 - Changes in Statement of Responsibility and Issuing Bodies Note, 1XX - Main Entry, and Name Added Entries for additional instructions.

250 - Edition Area

Transcribe an edition statement, if the resource contains differences from other editions of the resource or is a named reissue of a resource.

245 0 0 ‡a Old English corpus ‡h [electronic resource].
250     ‡a 2004 TEI-P3 conformant version.
856 4 0 ‡3 Online database ‡u <URL>

Do not always consider information on updates that commonly appears on Web sites to be equivalent to a formal edition statement. Use judgment in determining where to record version information. This type of information may change frequently and should not necessarily be transcribed in the edition area.

If frequent updates are made, give update information in conjunction with the source of title note. See 500 - Source of Title Note.

256 - Computer File Characteristics

This field is obsolete. File characteristics are described in a note. See 516 - Type of Computer File Note.

Copy Cataloging Policy: Leave if found on cataloging copy.

260/362 - Publication Area

Consider all remote access electronic resources published (AACR2 9.4B2).

Take publication information from explicit statements of publication on the home page, title screen, table of contents page, etc. If an explicit statement is unavailable, it is acceptable to supply information from material provided by the publisher, distributor, or manufacturer without brackets.

Take the place of publication and publisher name from the current iteration of the resource (AACR2 12.4 and 1.4; LCRIs). Even if the name of the publisher is already given in the title proper or statement of responsibility, repeat the name in the 260 field. If a place or name is added, deleted, or changed on a subsequent iteration, update the 260 field to reflect the current iteration (AACR2 12.4C2 and 12.4D2).

If the date of publication is explicitly stated on the chief source (e.g., created on, mounted on, first posted on), give the date in subfield c of the 260 field. Changes in publication (e.g., no longer maintained after) should be specified in a note. See 500 - Publication Note.

245 1 0 ‡a Online women in politics ‡h [electronic resource].
260     ‡a Parañaque City, Philippines : ‡b Center for Asia-Pacific Women in Politics, ‡c 2001-
856 4 0 ‡3 Web site ‡u <URL>

If a range of copyright dates or multiple copyright dates are given, infer a possible beginning date and enter it in a 362 field, first indicator 1 (LCRI 1.4F8). Do not take the final copyright date as an ending date for the resource. The date may be updated annually to reflect the latest year.

245 0 0 ‡a Best practices database in improving the living environment ‡h [electronic resource].
260     ‡a Nairobi : ‡b United Nations Centre for Human Settlements (Habitat)
362 1   ‡a Began in 1996?
856 4 0 ‡3 Online database ‡u <URL>

If a single copyright date is provided, infer a possible beginning date and enter it in a 362 field, first indicator 1 (LCRI 1.4F8).

245 0 0 ‡a Empire online ‡h [electronic resource].
260     ‡a [Marlborough, England] : ‡b Adam Matthew Publications : ‡b Datagold
362 1   ‡a Began in 2003?
856 4 0 ‡3 Online database ‡u <URL>

Use the following table from the CONSER Manual, Module 35 (p. 68) to correlate publication dates entered in variable and fixed fields.

260 ‡c 362 008/Date 1 008/Date 2
1999- None 1999 9999
[2002?]- None 2002 9999
-2004. None uuuu 2004
-[2003] Began in 1998? 1998 2003
None Began in 2001? 2001 9999
None Began in 1990s. 199u 9999
None Began between 2002 and 2004. 200u 9999
None None uuuu 9999

The values in the final row are used when it is impossible even to guess.

300 - Physical Description

Do not provide a physical description for online integrating resources (AACR2 9.5B1, option not applied). Instead, give physical characteristics in a note. See 516 - Type of Computer File Note.

Copy Cataloging Policy: Accept the physical description as found on cataloging copy.

310/321 - Frequency of Updates

Give notes about the known frequency of updates to an integrating resource even if the frequency is apparent from the content of the title proper and statement of responsibility area (LCRI 12.7B1). Give notes about both the current frequency and earlier frequencies. Give the current frequency in a 310 field and earlier frequencies, from earliest to latest, in multiple 321 fields. Always use the word "updated" or "updates" with the frequency word (e.g., "Updated quarterly" or "Monthly updates").

245 0 0 ‡a GIDEON ‡h [electronic resource] : ‡b global infectious disease & epidemiology network.
310     ‡a Updated weekly, ‡b <July 8, 2004>
321     ‡a Updated quarterly, ‡b <June 1, 1994>
856 4 0 ‡3 Online database ‡u <URL>

Determining frequency of updates for online integrating resources can be difficult. Use "Continuously updated" only for online integrating resources updated more frequently than daily.

Use the following table of examples to correlate frequency information in variable and fixed fields.

310 008/Frequency 008/Regularity
Continuously updated k r
Updated monthly m r
None _ x

If information on frequency cannot be easily determined – the typical case – do not create a note.

5XX - Notes

Give notes to

Take information given in notes from any source and from any iteration.

Order of Notes

For original cataloging, follow the AACR2 prescribed order of notes. When updating existing records for integrating resources, add or modify notes in the most expeditious manner. Do not expend time and effort in rearranging notes to fit a certain style or convention.

Language of Notes

Give notes supplied by the cataloger in English. However, give an update number or release date in the language in which it appears on the resource; for example, give juin 2002 for a release date of a French language resource.

538 - System Requirements Note

Always specify the mode of access. Do not make notes about the make or the model of the computer, the amount of memory, or the operating system. Do not make notes about software requirements or peripherals unless they are uncommon.

Example: Mode of access note, for all integrating resources
245 0 4 ‡a Archives made easy ‡h [electronic resource] / ‡c Stephanie Hare-Cuming.
538     ‡a Mode of access: World Wide Web.
856 4 0 ‡3 Web site ‡u <URL>

Example: Other system requirements note, as needed
245 0 0 ‡a Hagiography database ‡h [electronic resource].
538     ‡a Mode of access: World Wide Web.
538     ‡a Database and its Greek texts are best viewed using Internet Explorer browser on a PC. It is possible to use a Macintosh, but the Greek texts are not viewable unless one downloads the necessary font to view the Greek text (which is available via the site).
856 4 0 ‡3 Web site ‡u <URL>

546 - Language and Script Note

Give information on the language(s) of the text, summaries, etc., if the language is not clear from the rest of the description. When cataloging a resource having links from one language version to another, give language information in a 546 field and create 246 field(s) for the title in the language(s) not given in the 245 field. See 24X - Title Area.

245 0 0 ‡a B'tselem ‡h [electronic resource] : ‡b the Israeli information center for human rights in the occupied territories.
546     ‡a Text in English, Arabic, and Hebrew.
856 4 0 ‡3 Web site ‡u <URL>

500 - Source of Title Note

Provide a note documenting the source of the title proper and the date the resource was viewed for description. Combine these in a single note.

Use the term home page for the first, opening, or entry page of a Web site consisting of multiple individual Web pages and other files.

245 0 0 ‡a TestLink ‡h [electronic resource] : ‡b world's largest test collection database / ‡c ETS.
500     ‡a Title from home page (viewed May 25, 2004).
856 4 0 ‡3 Online database ‡u <URL>

Use the term table of contents page for a page that lists the contents of a resource.

245 1 0 ‡a Black studies center, timeline ‡h [electronic resource].
500     ‡a Title from table of contents page (viewed Dec. 14, 2005).
856 4 0 ‡3 Online database ‡u <URL>

Use the term HTML header for the content of the title tag in the HTML header (<head><title> ... <title><head>), which displays in the browser title bar.

245 0 0 ‡a Eurostat ‡h [electronic resource] : ‡b statistical office of the European Commission.
500     ‡a Title from HTML header (viewed Feb. 20, 2002).
856 4 0 ‡3 Online database ‡u <URL>

See Source of Title Note for Internet Resources for more information.

When an integrating resource includes a specific date of update, include this update date in the note, as well as the date viewed.

245 0 0 ‡a Portal to Asian Internet resources ‡h [electronic resource] : ‡b PAIR.
500     ‡a Title from home page (viewed Jan. 26, 2006); last updated Sept. 14, 2005.
856 4 0 ‡3 Web site ‡u <URL>

If the title proper of the resource has changed, the title area and the date in the source of title note should be updated. See Changes in Title Proper for additional instructions and examples.

500/550 - Statement of Responsibility and Issuing Bodies Note

Make notes on statements of responsibility not recorded in the title area or on changes in the statement of responsibility, if considered important (AACR2 12.1F5(b)). Use the 550 field for information about issuing bodies; use the 500 field for information about persons. See 1XX - Main Entry and Name Added Entries for instructions on updating headings.

Example: Statement of responsibility not recorded in the title area
245 1 0 ‡a Medical school faculty online directory ‡h [electronic resource].
550     ‡a Issued by: Faculty Roster System.
710 2   ‡a Association of American Medical Colleges. ‡b Faculty Roster System.
856 4 0 ‡3 Online database ‡u <URL>

Example: Change in statement of responsibility
110 2   ‡a American Economic Association.
245 1 0 ‡a Directory of members ‡h [electronic resource] / ‡c American Economic Association.
247 1 0 ‡a Membership directory of the Association of American Economics ‡f <June 16, 1998>
500     ‡a Title from home page (viewed Apr. 7, 2006).
550     ‡a Issued by Association of American Economics <June 16, 1998>.
710 2   ‡a Association of American Economics.
856 4 0 ‡3 Online database ‡u <URL>

500 - Edition Note

Make a note on the source of the edition statement if different from the source of the title proper. In citing the source of the edition statement, it may be useful to refer to the terms defined in Source of Title Note for Internet Resources. If the source or its location cannot be described succinctly, provide the URL. Include the date viewed.

245 0 0 ‡a Old English corpus ‡h [electronic resource].
250     ‡a 2004 TEI-P3 conformant version.
500     ‡a Edition statement from: http://ets.umdl.umich.edu/o/oec/moreoec.html (viewed Mar. 10, 2006).
856 4 0 ‡3 Online database ‡u <URL>

500 - Publication Note

Make notes on changes in publication, distribution, etc., no longer present on the current iteration or in a different form on an earlier iteration, if considered important. (If the changes have been numerous a general statement can be made. e.g., Publisher varies.)

245 0 0 ‡a arXiv.org e-Print archive ‡h [electronic resource].
260     ‡a [Ithaca, N.Y.] : ‡ Cornell University
362 1   ‡a Began in 1991.
500     ‡a Started in Aug. 1991, by Paul Ginsparg at the Los Alamos National Laboratory, Los Alamos, New Mexico.
700 1   ‡a Ginsparg, P. ‡q (Paul)
710 2   ‡a Los Alamos National Laboratory.
856 4 0 ‡3 Online database ‡u <URL>

516 - Type of Computer File Note

Make a note on the nature or scope of the resource unless it is apparent from the rest of the description.

245 0 0 ‡a Television news archive, Vanderbilt University ‡h [electronic resource].
516     ‡a Electronic text (HTML) and search engine.
856 4 0 ‡3 Online database ‡u <URL>

530 - Other Formats Note

Make a note if a resource is available in another physical format (AACR2 9.7B16). Notes on multiple formats may be combined in a single note. Search Orbis for information on the availability of other formats. Do not supply a note if Yale does not own the item in another format. If the title of the other format is different, create a linking entry with explanatory text in a 776 field instead of a note. See Title Added Entries and Linking Entries for instructions.

245 0 0 ‡a Public records of the colony of Connecticut, 1636-1776 ‡h [electronic resource].
530     ‡a Also available in print.
856 4 0 ‡3 Online database ‡u <URL>

Copy Cataloging Policy: Delete any 530 fields for other formats found on cataloging copy, if the resource is not available at Yale in the format(s) specified.

506/590 - Access Restrictions Note & Local Access Note

For licensed resources, indicate restrictions on access in a 506 field and the availability of local access in a 590 field.

245 0 0 ‡a ReutersHealth ‡h [electronic resource].
506     ‡a Access restricted by licensing agreement.
590     ‡a Access is available to the Yale community.
856 4 0 ‡3 Online database ‡u <URL>

Do not make these notes for resources that are freely available to the public.

856 - Electronic Location and Access

Create an 856 field to provide access to the resource. Code the first indicator 4 to specify that the access method is HTTP. Code the second indicator 0 (zero) to specify that the URL provides direct access to the resource described in the body of the record. Enter Online database or Web site in subfield 3 for the link text. In subfield u, copy and paste the URL as it appears on the screen. If the URL changes from session to session, copy the link location by moving the cursor above the link text, right-clicking on the mouse, and selecting copy link location. If the publisher provides a URL for bookmarking or linking, use that. After saving the record, switch to the OPAC and test the link.

A database is a collection of logically interrelated data stored together in one or more computerized files, usually created and managed by a database management system (SCM, H 1520). Our local practice, in keeping with user expectations, is to use the term database more loosely in the 856 field, subfield 3, than SCM H 1520 prescribes. Use Online database for article databases, statistical data sets, online reference works, etc. Otherwise, use Web site. The link text should correspond to the value for Type of Serial provided in the 008 or 006 to describe the continuing aspect of the resource – d for updating databases and w for updating Web sites.

245 0 0 ‡a Latin American women writers ‡h [electronic resource].
856 4 0 ‡3 Online database ‡u <URL>

245 0 0 ‡a Los Angeles county law library ‡h [electronic resource].
856 4 0 ‡3 Web site ‡u <URL>

Access Points

When creating original records derived from variant edition records, check series headings (4XX, 80X-830), subject headings (6XX), and name and title headings (1XX/7XX) against the authority file for currency and accuracy.

6XX - Subjects

When assigning and constructing headings, consider future changes to the resource, but base the analysis on the current iteration. When modifying a bibliographic record to reflect changes to the description, also check subject headings for appropriate coverage of the subject content and scope of the resource. If there are significant changes, add, delete, or modify headings accordingly.

Do not assign a heading for the form of a resource, e.g., Electronic information resources, as a topical subject heading unless the resource is about the form.

The use of the 655 field to bring out form aspects of electronic resources is obsolete.

Copy Cataloging Policy: Delete any 655 fields found on cataloging copy that are for electronic formats or local headings.

Do not assign form subdivisions, e.g., --Electronic information resources, merely to indicate that a resource is online.

Do not assign the subdivision --Databases under subjects for online integrating resources that are not formatted as databases, even if they are searchable (SCM, H 1520). This restriction applies to online integrating resources that have the structure of and present themselves as reference-type works, including directories, bibliographies, catalogs, dictionaries, encyclopedias, etc., as well as article databases such as JSTOR, PubMed, etc. Assign instead the pertinent form headings or form subdivision under subjects.

1XX - Main Entry

Update main entry headings to reflect changes in responsiblity. See Changes in Statement of Responsibility and 500/550 - Statement of Responsibility and Issuing Bodies Note.

Example: Record as first cataloged, URL unavailable
110 2   ‡a Association of American Economics.
245 1 0 ‡a Membership directory of the Association of American Economics ‡h [electronic resource].
500     ‡a Title from HTML header (viewed June 16, 1998).

Example: Record after being updated on Apr. 7, 2006
110 2   ‡a American Economic Association.
245 1 0 ‡a Directory of members ‡h [electronic resource] / ‡c American Economic Association.
247 1 0 ‡a Membership directory of the Association of American Economics ‡f <June 16, 1998>
500     ‡a Title from home page (viewed Apr. 7, 2006).
550     ‡a Issued by Association of American Economics <June 16, 1998>.
710 2   ‡a Association of American Economics.
856 4 0 ‡3 Online database ‡u <URL>

7XX - Added Entries

Name Added Entries

Make an added entry for a prominently named person if important for access (AACR2 21.30F). Make an added entry for a prominently corporate body, unless it functions solely as a publisher, distributor, or manufacturer (AACR2 21.30E).

Example: Corporate body functioning solely as publisher
245 0 0 ‡a Biography resource center ‡h [electronic resource].
260     ‡a Farmington Hills, MI : ‡b Gale Group, ‡c c2001-
856 4 0 ‡3 Online database ‡u <URL>

Example: Corporate body functioning as producer and publisher
245 0 0 ‡a Bibliography of Scottish literature in translation ‡h [electronic resource].
260     ‡a Edinburgh : ‡b National Library of Scotland, ‡c [2000]-
500     ‡a Hosted by the National Library of Scotland; administered jointly by the University of Edinburgh and the National Library of Scotland.
710 2   ‡a National Library of Scotland.
710 2   ‡a University of Edinburgh.
856 4 0 ‡3 Online database ‡u <URL>

Create an added entry for a person or body previously responsible for a work. Create an added entry for a previous publisher if considered important. The added entry should be justified in a note. See 500/550 - Statement of Responsibility and Issuing Bodies Note and 500 - Publication Note.

Example: Change in statement of responsibility
110 2   ‡a American Economic Association.
245 1 0 ‡a Directory of members ‡h [electronic resource] / ‡c American Economic Association.
247 1 0 ‡a Membership directory of the Association of American Economics ‡f <June 16, 1998>
500     ‡a Title from home page (viewed Apr. 7, 2006).
550     ‡a Issued by Association of American Economics <June 16, 1998>.
710 2   ‡a Association of American Economics.
856 4 0 ‡3 Online database ‡u <URL>

Example: Change in publisher
245 0 0 ‡a arXiv.org e-Print archive ‡h [electronic resource].
500     ‡a Started in Aug. 1991, by Paul Ginsparg at the Los Alamos National Laboratory, Los Alamos, New Mexico.
700 1   ‡a Ginsparg, P. ‡q (Paul)
710 2   ‡a Los Alamos National Laboratory.
856 4 0 ‡3 Online database ‡u <URL>

Title Added Entries and Linking Entries

Create an additional physical form entry for an item available in another format if important for access, e.g., if the title is a common word or if the print and online formats have different titles. Code the first indicator 0 to display a note. Do not create an additional 530 note. Code the second indicator 8 to suppress generation of a display constant. Instead provide explanatory text in subfield i as shown. Provide control numbers from the records for the other format(s) in separate occurrences of subfield w.

245 0 0 ‡a Incunabula short title catalogue ‡h [electronic resource].
776 0 8 ‡i Also issued on CD-ROM as: ‡t Illustrated ISTC ‡w (OCoLC)43080749
856 4 0 ‡3 Online database ‡u <URL>

Create preceding entries for titles of resources that have merged. The added entries should be justified in a note.

245 0 0 ‡a Africa-wide ‡h [electronic resource] : ‡b NiPAD.
580     ‡a "Incorporating African studies and South African studies."
780 1 4 ‡t African studies (Grahamstown, South Africa : Online)
780 1 4 ‡t South African studies (Online)
856 4 0 ‡3 Online database ‡u <URL>

Create a preceding entry for the title of a resource from which a resource has separated. The added entry should be justified in a note.

245 0 0 ‡a International index to the performing arts full text ‡h [electronic resource] : ‡b IIPA full text.
580     ‡a Separated from: International index to the performing arts.
780 1 7 ‡t International index to the performing arts
856 4 0 ‡3 Online database ‡u <URL>

Succeeding entries will generally be unnecessary since the record for the preceding resource is deleted if it is no longer available.

When to Create a New Bibliographic Record

Most changes in subsequent iteration(s) of an integrating resource do not require the creation of a new bibliographic record. Instead, the bibliographic record is changed to reflect the current iteration, and information about the earlier iteration(s) is moved to notes with access points, as appropriate, if considered important.

A new bibliographic record is required in the following cases.

Create a separate bibliographic record for the current iteration and supply an edition statement if access to previous iterations of the resource is available.

245 0 0 ‡a English poetry ‡h [electronic resource].
856 4 0 ‡3 Online database ‡u <URL>

245 0 0 ‡a English poetry ‡h [electronic resource].
250     ‡a 2nd ed.
856 4 0 ‡3 Online database ‡u <URL>

Create a new record for an online integrating resource that represents the merger of existing resources. Delete the records for the merged resources if they are no longer available separately.

245 0 0 ‡a Africa-wide ‡h [electronic resource] : ‡b NiPAD.
580     ‡a "Incorporating African studies and South African studies."
856 4 0 ‡3 Online database ‡u <URL>

Create a new record for an online integrating resource that has separated from another resource. Delete the record for the resource from which it has separated if it is no longer available.

245 0 0 ‡a International index to the performing arts full text ‡h [electronic resource] : ‡b IIPA full text.
580     ‡a Separated from: International index to the performing arts.
856 4 0 ‡3 Online database ‡u <URL>

Create a new record when the original URL remains active but links to a different resource than that described in an existing record (LCRI 21.3B). The cataloger should create a new record, rather than modify the record for the resource previously at that location. If the resource previously at that location is not available at another URL, the record for it should be deleted.

245 0 0 ‡a EIU ViewsWire. ‡p Yugoslavia ‡h [electronic resource].
856 4 0 ‡3 Web site ‡u <URL>

245 0 0 ‡a EIU ViewsWire. ‡p Serbia and Montenegro ‡h [electronic resource].
856 4 0 ‡3 Web site ‡u <URL>

MFHD

In the MFHD, create an 852 field with first indicator 8 and second indicator 0 (zero). Enter the location code yulint for Yale Internet Resource in subfield b. Do not provide a call number in subfield h; simply enter None. Add Online resource as a public note in subfield z.

852 8 0 ‡b yulint ‡h None ‡z Online resource

This template should be used for all online resources.

Item Record

Do not create an item record for the resource.

ExportQ

Upon completion of cataloging, close the holdings record. Export the bibliographic record to OCLC and MARS by clicking Send in the ExportQ window with the bibliographic record open.

Related Documents

Integrating Resources: A Cataloging Manual (CONSER Manual, Module 35)
Cataloging Electronic Resources: OCLC-MARC Coding Guidelines
Source of Title Note for Internet Resources
Fixed Field Coding in Records for Online Resources
Cataloging Online Books (Electronic Editions)
Cataloging Online Books (Reproductions)
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