# Presentation: 736290

## Session 8: Electronic Serials

_**Session 8: Electronic Serials**_

-  	What is an electronic serial?
-  	What is the chief source for 	electronic serials?
-  	What fixed fields are appropriate 	for electronic serials?
-  	How do other elements of 	descriptive cataloging differ?

**Notes:**
References
CONSER Cataloging Manual, Module 30-31

Warm Up Exercises
See Appendix G for suggestions

QuestionsThe object of this session is to point out those areas where cataloging electronic serials differs from print serials.  Only those fields where there are differences will be covered.  To this end, the following questions:

What is the chief source for electronic serials?
Which fixed fields and/or formats are appropriate for electronic serials?
How do other elements of descriptive cataloging differ?

## What is an electronic serial?

- Same definition applies (must have successive discrete issues or parts, numbering, no predetermined conclusion)
- LCRI 1.0 gives more guidance
- Some things may differ, however:
**May have numbered articles **
**Numbering may be different**
**Bibliographic information may be scattered**
- Many are distributed as part of aggregations

## What is not an electronic serial?

- The following are integrating resources:
**Updating Web sites**
- CONSER Web site
**Updating databases**
- ProQuest
**Online public access catalogs**
- OCLC Worldcat

**Notes:**
Many electronic resources are not serials.  Those that are intended to be updated fall under the category of integrating resources. The SCCTP Integrating Resources Workshop will cover these resources.

## Direct and remote access serials

- Direct access serials are those published on a carrier, such as a disc, that is intended to be inserted into a computer.  Examples include serials on floppy disks, CD-ROM, DVD-ROM
- Remote access electronic serials are those accessed via the Internet, email, etc. They are commonly called online serials.  Examples include electronic journals, newsletters, newspapers

**Notes:**
This session covers both direct and remote access serials.  Most direct access serials are now on CD or DVD-ROM, but there are still serials contained on floppy disks. CD-ROMs and DVD-ROMs intended to be accessed by a network can also considered to be direct access resources, if one is creating a record based on the actual disc the library has received.

A primary difference between direct and remote access is the lack of a physical carrier for remote access resources and the fact that no 300 field is given for them.

Most online serials are accessed via the World Wide Web.  Some newsletters and other serials are distributed via email or other means.  

## Format and fixed fields:

_**Format and fixed fields:**_

-  language material:
-  **008** (**serial fixed field)**
** **
** ****006 (electronic resource)**
** ****007 (electronic resource physical description)**
-  programs, games, fonts, numeric data, computer-oriented multi-media online systems and services:
-  **008 (electronic resource fixed field)**
** ****006 (serial)**
** ****007 (electronic resource physical description)**

**Notes:**

Choosing the Format and Fixed Fields
	- Electronic serials may use either the serials format or the electronic resource file format depending on the nature of the work in hand.
	- If the item is essentially language material, the serials format is used and an 006 fixed field is added to account for the electronic resource characteristics.
	- If, however, the item is essentially computer software (including programs, games, fonts); numeric data; computer-oriented multi-media; and online systems and services, the electronic resource format is used and an 006 fixed field is added to account for the serial characteristics. Consult the CONSER Editing Guide or MARC 21 formats for more information.
	- The 006 field is mandatory in all records for electronic serials, whether it contains the electronic resource characteristics when the serials fixed field is used, or  the serial characteristics when the computer file fixed field is used.  {Mention in OCLC “help 006”}

## At present, CONSER is not treating any online serial as an electronic reproduction because of the difficulty of determining what the original form is. 

The current CONSER practice for coding records for textual electronic serials is: 

        008/23 (Form of item) 	Form:    s
        008/22 (Form of original) 	Orig:      s

- The current CONSER practice for coding records for textual electronic serials is:
-         008/23 (Form of item) 	Form:    s
-         008/22 (Form of original) 	Orig:      s

_**Form of item, original item**_

**Notes:**
Code "s" for "electronic" in the serial 008 was implemented in spring 2000 for "form of item" (008/23) and "form of original item" (008/22).
Used in the same way that codes for microfilm and microfiche are currently used in those 008 bytes. OCLC added the new code "s" to the 008/23 on existing records in spring 2000.  
At present CONSER is not treating any online serial as an electronic reproduction because of the difficulty of determining what the original form is. It’s possible the original form was print or electronic; or it may be that both formats are issued simultaneously as different format editions.  

## CD-ROM example:  disc label

**CD-ROM 4 covering 1972-1996****ISBN 2-503-50782-4**** **
**© Database by the International Medieval Institute, University of Leeds**** **
**© Publication rights by Brepols N.V.**

**Notes:**
A sample CD-ROM will be used to discuss the cataloging of direct access serials through out this session.

## CD-ROM: title screen

_**CD-ROM:**_** title screen**

**Notes:**
Direct Access Electronic Serials
The title screen shown here. 

## CD-ROM: main menu (3 languages)

_**CD-ROM:**_** main menu (3 languages)**

**imi Bibliography**
**IMB on CD-ROM**

**Notes:**
This screen shows that the disc can be viewed in multiple languages.

## Basis of the description and chief source:

_**Basis of the description and chief source:**_

- Describe from the earliest (12.0B1)
- Prefer the carrier or its label as chief source (12.0B2)
- Other sources:
**title screen** **or other internal sources**
**accompanying information**
** ****container**

**Notes:**
Basis of the description and chief source of information

	Use the first or earliest available issue as the basis of the description. 
	- The preferred chief source for direct access electronic resources according to AACR2 12.0B2 is the carrier or its label. This is because, for serials, the discs will be checked in and it is important to be able to read the current title without having to load the disc.  
	-  Other sources that may be used are the title screen or other formally presented internal evidence (e.g., main menus, program statements, etc.). Following are definitions of external sources:

	Carrier or its label		Any permanently affixed label 			added by the publisher, creator, 			etc., to a compact disc, a floppy 			disk, a magnetic tape reel, etc.
	Information issued by the publisher,	Any accompanying  	 
	creator, etc., with the file		documentation
	Container			Any information printed on the 			container, i.e., disk box, jewel          			box, a box containing both disks 			and manual, etc.

## Main Entry and Added Entries:

_**Main Entry and Added Entries:**_

-  same as print titles
-  uniform title required when there is another 	version with same title
_**print version**_**:**
**245 00  #a International medieval bibliography **
_**CD-ROM version**_**:**
**130 0-   #a International medieval bibliography (CD-ROM)**
**245 10  #a International medieval bibliography #h [electronic resource].**

**Notes:**
Main and Added Entries (1xx/7xx fields)
	- Main and added entries for electronic resources are determined in the same way as for print serials (see AACR2 21.1B2).
	- If an electronic resource serial title is identical to the print version, a uniform title is added to the record since the electronic version is not considered a reproduction.   See LCRI 25.5B for more information.  (Note example above)

	- If a  serial publication ceases publication altogether in one format and continues in electronic form, the record for the old title is closed off and a new one is created with a uniform title if the title remains the same.

## Title statement:

_**Title statement:**_

-  title transcribed from chief source
-  add GMD #h [electronic resource]
-  make added entries in 246 for variant titles found in other internal or external sources
-  always add a note on title source:
**500 --  #a Title from disc label. **
** ****--  #a Title from printout of title screen.**

**Notes:**
Transcribing the Title and Variants
	- The title proper is transcribed as usual from the chief source (e.g., disc label, or other source).
	A general material designator (GMD) is added in 245 #h for the physical format. 
	- Added entries in field 246 are also made for any significant variants of the title proper found on the disc label, packaging, etc.
	- The source of title is always indicated in a 500 note for all electronic resources. For example,

		500 -- #a Title from disc label.
		500 -- #a Title from printout of title screen.

	-

## Our example so far

- 245 00 #a International medieval bibliography #h 	[electronic resource].
- 246 1- #i Main menu screen has title: #a IMI bibliography
- 246 1- #i English menu screen has title: #a IMB on CD-	ROM
- 246 1- #i German menu screen has title: #a IMB auf CD-	ROM
- 246 1- #i French menu screen has title: #a IMB sur CD-	ROM
- 500 -- #a Description based on: CD-ROM 4 (covering 	1972-1996); title from disc label.

**Notes:**
For our sample record, we have the title taken from the disc label.  We also have title variants for the title found on a different source and in different languages.  The source of title note has been combined with the Description based on note.

## Edition statement:

_**Edition statement:**_

-  edition statements:
**250  --  #a CD-ROM ed.**
-  note if source not same as title proper:
**250 --  #a Compact disc ed.**
**500 --  #a Ed. statement from user’s guide**.
**Note: field 256 (computer file characteristics)**
**     ****is not used for serials**

**Notes:**
Edition Statement (250 field)
	- Many serial computer files are electronic forms of existing print titles issued in a different medium and bearing some form of edition statement to that effect.  For example,

		250 -- #a CD-ROM ed.

	- In other cases, there may be different editions for various platforms such as a MS-DOS edition, a Macintosh edition, or a Windows edition.
	- If the source of the edition statement is not the same as the source of the title proper, add a 500 note to explain where the statement was found.  For example,
		250 -- #a Compact disc ed.
		500 -- #a Ed. statement from user’s guide.

	- Note that field 256 is not currently used for serials because it is not useful.

## Imprint:

_**Imprint:**_

-  place and publisher same as print
-  publication dates:
**260  --  #a [Leeds, England] : #b International Medieval**
** ****Institute : #b Brepols Publishers**
-  retrospective discs may be published out of
- chronological order
**260  --  ..., #c 1989-**
**362  0-  #a 1892/1992-**
**500  --   #a First published in 1989; retrospective**
** ****disc for 1892/1992 issued in 1993.**

**Notes:**
Publishing statement  (260 field)
	- Place of publication and publisher information is usually taken from the chief source or its substitute;  i.e., title screens, disc labels, etc.
	- If the first issue is in hand, include the publication date;  otherwise, omit it. See example above.

	- If the discs of a direct access electronic serial are published out of chronological order, add a 500 note to describe the discrepancy per LCRI 12.7B11.2.  See example above.

## Physical Description:

- extent of item contains SMD for the type of
- 	electronic resource as given in AACR2 9.5B.
- 	Conventional terminology is used:
- 	**300 --  #a CD-ROMs**
**300 -- #a DVD-ROMs**
**300 -- #a  floppy disks**
- sound and color:
**300  --  #a CD-ROMs : #b  col.**
**300  --  #a floppy disks : #b  sd., col**

**Notes:**
Physical Description
	- The extent of item (300 #a) contains only the specific material designation (SMD) for the type of electronic resource, as given in AACR2 9.5B.  Note that there is an option now to give popular terminology and the Library of Congress and CONSER will follow this option.

	- Note physical characteristics, generally only sound and color, in 300 #b (AACR2 9.5C).  If the electronic resource produces sound, give “sd”; if the electronic resource – not just the title screen – is encoded to display in two or more colors, give “col”:

	 - Note other physical characteristics information concerning the number of sides used, recording density and sectoring if considered important (AACR2 9.5C2):

## Physical Description (cont’d):

-  diameter of the disc (or disk), as specified
-  in AACR2 9.5D.
_**CD-ROMs & DVD-ROMs**_**:**
-     **300  --  #a CD-ROMs ; #c  4 3/4 in.**
**    ****300  --  #a DVD-ROMs ; #c  4 3/4 in.**
_**Floppy disks**_**:**
-     **300  --  #a floppy disks ; #c  3 1/2 in.**
-  in our example, the 300 field would look like:
**300  --    #a CD-ROMs ; #c 4 3/4 in.**

**Notes:**
    - Note the diameter of the disc (or disk) in inches to the next highest
   1⁄4 inch in 300 #c, as specified in AACR2 9.5D:

   -

## Numbering :

_**Numbering :**_

-  first issue in hand:
**362  0-  #a Disc 1 (1785/1979)-**
-  otherwise:
**500  --  #a Description based on: CD-ROM 4 (1972/1996); title from disc label.**

**Notes:**
Numbering (362 field)
	- Numbering may be problematic for electronic serials because of the fact that serials are appearing in electronic form long after they were first published. All or only some of the issues may be available and in some cases the publisher will continue to digitize back issues after the serial is first issued.  Thus, the coverage goes backwards as well as forwards!
	- For direct access electronic serials, record the designation in the 362 field only if you are sure you have the first issue published in hand and that there are no  retrospective discs.  For example,
		362 0- #a Disc 1 (1785-1979)-

	- Otherwise, add a 500 “Description based on” note that includes the”title from” information as well.  For example,

		500 -- #a Description based on: CD-ROM 4 (1972-1996); 	title from disc label.

## Required Notes:

_**Required Notes:**_

-  source of title
-  “Description based on”
-  system requirements:
**538  --  #a System requirements: IBM PC or compatible; MS-DOS 6.0 or higher; Windows 95 or later; CD-ROM drive.**
-  our sample:
**538  --  #a System requirements: IBM-PC or compatible system; Windows; CD-ROM drive.**

**Notes:**
Required Notes
Source of title (AACR2 9.7B3 says to always give for e-resources) and “Description based on” notes:
	-These are used as in print serial records.
Systems Requirements Note (AACR2 9.7B1):
	- These could  apply to either direct access or remote access electronic serials.    
	- The 538 system requirements note describes the hardware and software not included with the subscription which are necessary to use an electronic resource.  
	-  Serial catalogers should keep in mind that system requirements information is outdated quickly and is difficult to keep up-to-date in records.
	- At a minimum, provide the make and model of the computer and the operating system and consider omitting specific data such as versions of software or memory.  For example,
		538 -- #a System requirements: IBM PC or compatible; MS- 	           DOS 6.0 or higher; Windows 95 or later; CD-ROM drive

## System Requirements (cont’d):

_**System Requirements (cont’d):**_

-  multiple platforms (2 notes):
**538 -- #a System requirements for Windows: Microsoft Windows 95/98/2000/NT; CD-ROM drive; color monitor (16 bit minimum).**
**  **
**538 -- #a System requirements for Macintosh: CD-ROM drive; color monitor (16 bit minimum).** **  **

**Notes:**
  - If a direct access title is issued for use with multiple platforms and cataloged on one record, provide a 538 note for each platform;  e.g., Windows, Macintosh, DOS, etc.  For example,

538 -- #a System requirements for Windows: Microsoft Windows 95/98/2000/NT; CD-ROM drive; color monitor (16 bit minimum).

538 -- #a System requirements for Macintosh: CD-ROM drive; color monitor (16 bit minimum).   

## Other Notes:

_**Other Notes:**_

- type of file or data:
**516  8-  #a Numeric spreadsheets (Excel format)**
** **
**516  8-  #a ASCII, Acrobat, and Postscript file formats.**

**Notes:**
Optional Notes

516: Type of Computer File or Data (AACR2 9.7B8):
	- These notes could apply to both direct access and remote access electronic serials, though under the guidelines for the aggregator neutral record, very general notes such as: 516 Text (electronic journal) and notes specific to a single aggregator are discouraged.

	- Record information that characterizes the electronic aspects of a serial in field 516.
	- More specific information, such as the format or genre of the serial files may be included along with a general description (e.g., text and graphic files).  For example,
		516 8- #a Numeric spreadsheets (Excel format)
		516 8- #a ASCII, Acrobat and Postscript file formats.

## Other Notes (cont’d):

_**Other Notes (cont’d):**_

-  documentation note:
**	****556 8-    #a Has also user's guide.**
-  other accompanying material:
**500  --  #a Accompanied by: Installation software on 1 floppy disk (5 1/4 in.)**
**556  --  #a SPIRS users' manual, tutorial on 1 floppy**
** ****disk (3 1/2 in.), quick reference cards.**

**Notes:**
556  Documentation for electronic resources:
	- These notes are more likely to be used with direct access serials such as CD-ROMs.
	- Use 556 to record information about the documentation for and electronic resource that explains their contents and use.
	- In our example,
		556 8- #a Has also user’s guide.
	- Note that documentation may be published in print accompanying the computer file, or may be available by remote access.
	- Accompanying material other than the documentation for the file can be described in a 500 general note (AACR2 9.7B11):
		500 -- #a Accompanied by: Installation software on 1 floppy 	           disk (5 1⁄4 in.)
		556 8- #a SPIRS users’ manual, tutorial on 1 floppy disk  	           (3 1⁄2 in.), quick reference cards.

## Completed CD-ROM record:

**Completed CD-ROM record:**
**Type:  a     ELvl:         Srce:  d      GPub:        Ctrl:            Lang:  eng**
**BLvl:  s     Form:  s    Conf:  0      Freq:  u      MRec:        Ctry:  enk**
**S/L:   0      Orig:    s    EntW:  i      Regl:  u      ISSN:         Alph:   **
**Desc:  a     SrTp:        Cont:          DtSt:  c       Dates: 19uu,9999**
**006       #a [m        e        ]  **
**007       #a c #b o #c u #d c #e g #f u  **
**130 0-  #a International medieval bibliography (CD-ROM)**
**245 10  #a International medieval bibliography #h [electronic resource].**
**246 1-  #i Main menu screen has title: #a IMI bibliography  **
**246 1-  #i English menu screen has title: #a IMB on CD-ROM  **
**246 1-  #i German menu screen has title: #a IMB auf CD-ROM  **
**246 1-  #i French menu screen has title: #a IMB sur CD-ROM  **
**260  --  #a [Leeds, England] : #b International Medieval Institute : #b Brepols Publishers  **
**300  --  #a CD-ROMs ; #c 4 3/4 in.**
**500  --  #a Description based on: CD-ROM 4 (covering 1972-1996); title from disc label.**
**530  --  #a CD-ROM version of print publication of the same title.  **
**538  --  #a System requirements: IBM-PC or compatible system; Windows; CD-**
**ROM drive.**
**546  --  #a User interface and guide in English, French, and German.**
**556 8-  #a Has also user's guide.****  **
**710 2-  #a University of Leeds. #b International Medieval Institute.****  **
**776 1-  #t International medieval bibliography #x 0020-7950 #w ...  **

**Notes:**
Things to note:

Serial fixed field, ER 006 and 007
Uniform title in 130
GMD in 245
Note and link to print version (530 and 776)
Language note and added entries (546 and 246)
System requirements in 538
Documentation note in 556

## Remote Access Electronic Serials

- resources issued in designated parts for an indefinite period *in electronic format*
- typically accessed by means of a browser via the Internet (e.g., Netscape)
- no physical carrier

**Notes:**
Remote Access Electronic Serials

Definition
	- Remote access electronic serials are works issued in designated parts for an indefinite period of time, in electronic format, and typically accessed by means of a browser (Netscape, Internet Explorer, etc.) via the Internet in contrast to direct access electronic serials which are issued on CD-ROMs, floppy disks, etc.

AACR2 9.0A1:

      “Remote access is understood to mean that no physical carrier can be handled. Remote access can only be provided by use of an input-output device (e.g., a terminal), either connected to a computer system (e.g., a resource in a network), or by use of resources stored in a hard disk or other storage device.”

## Types of online serials

- E-serials “born digital,” that is, originally published online
**some of these may later appear in cumulated print format**
- Reproductions, republications, simultaneous editions of print titles
**Issued by original print publisher, a contracted third party or as part of a digital library project**

**Notes:**
Types of electronic serials selected and cataloged by libraries include (but are not limited to!):

Scholarly online serials which provide a means of self publishing and access to preprint manuscripts. Often “born digital” originally appearing on the Web, sometimes later issued in print (related versions such as print are secondary to the online version.) These may not contain traditional volume and issue numbering- sometimes the only designation available is the numbering on individual articles. 
Digitized versions of serials
 scholarly titles included in aggregator databases or indexes
 popular or commercial magazines 

## Types of online serials continued

- Titles that are part of a database of aggregated titles:
- May vary in completeness of reproduction and coverage of issues
- May be the most predominate type of e-serial that libraries purchase and need to control

**Notes:**

The term “aggregator database” refers to the packaging of a large number of digitized titles into a searchable database.  The content and characteristics of such packages vary widely but for serials it has meant that there is a great deal of overlap in titles contained in these products and differences in the extent of available issues among them.  Utilities, such as OCLC often show a wide range of treatment for a single title covered by several aggregator databases. In some cases a single record has been used to list URLs of all the aggregators that cover the title, in other cases, under earlier CONSER policies separate records have been created.

CONSER and OCLC have developed guidelines for the retention/creation of one record to represent all online versions of a title with a separate record for the print. Database clean-up has begun on OCLC to change or delete fields referred to specific aggregators.

Information about these efforts, referred to as “The Aggregator-Neutral Record” or "Option B Plus" are available on the CONSER Website
Can anyone in the class mention other types of e-serials?  Newspapers? ‘Zines or E-zines? Overlay journals? Government serials?

## Aggregator-Neutral Record 

- CONSER and OCLC announced plans for collapsing separate records for a title offered by multiple aggregators. Guidelines are available from:
- http://www.loc.gov/acq/conser/agg-neutral-recs.html
- The resulting record will not describe details of any particular aggregator
- Goal is to facilitate local adaptation of records for titles in aggregator databases

## Interim Policy for versions 

**CONSER/OCLC guidelines:**
- If no record exists (and not using single record approach): create a record
**Based on publisher Website if readily available or on the version you have**
- If a record exists, use that record (even though it might not represent the aggregator you have)
**Add your URL (if authorized or report addition to OCLC)**

## Interim Policy for versions 

**CONSER/OCLC guidelines:**
- For existing records, do not add notes, added entries, etc. for the aggregator/provider
- If multiple records exist:
**Select one (prefer CONSER record)**
**Add your URL**
**Report duplicates to OCLC **

## Online E-Serial Example:

_**Online E-Serial Example:**_

**J**ournal home page at: **http://mason.gmu.edu/~hcr/**
**WELCOME TO THE HISPANIC CULTURE REVIEW**
** ****We are happy to present the Web edition of our  **
**                   ****three latest issues of the Hispanic Culture Review, a **
**                   ****review published one or two times a year by students **
**                   ****of George Mason University.  Its many issues have **
**                   ****introduced essays, fiction and poetry written in English **
**                   ****or Spanish focusing on topics related to the Hispanic world. **
**                   ****We hope that you will enjoy our on-line issues and we are **
**                   ****looking forward to your correspondence.**
**Make checks or money orders payable to: Hispanic Culture Review and mail to: **
**                       ****Hispanic Culture Review **
**                                               ****George Mason University **
**                                               ****c/o Department of Modern and Classical Languages **
**                                               ****Mail Stop #3E5 **
**                                               ****Fairfax, VA. 22030 **
**                                               ****U.S.A**

**Notes:**
Sample online serial

This the home page for the journal.  Note that the title is “Welcome to the Hispanic Culture Review”

## Earliest Online Issue:

_**Earliest Online Issue:**_

**Notes:**

Above: contents screen of the earliest online issue.

## Sources of information

- Basis of the description (AACR2 12.0B1)
**First or earliest issue for:**
- Title and statement of responsibility
- Edition
- Beginning numbering (last issue is the source for ending designation)
- Publication (last issue for ending date)
**All issues or parts for:**
- Series
- Notes
- Standard number and availability

**Notes:**
Digitized versions of long published print titles are typically made available beginning with more recent issues or a recent span of issues rather than the first issue- so in these cases the basis of description is of necessity the earliest issue  available online.

Information for notes and series may come from any source.  The ending date of publication and the ending designation is recorded from the last issue.

## Chief source of information	

- 9.0B1: The chief source of information for electronic resources is the resource itself.  Take the information from formally presented evidence (e.g. title screen(s), main menus, program statements, initial display(s) of information, home page(s), the file header(s)... ...
- If the information presented in these sources varies in degree of fullness, prefer the source that provides the most complete information.
- So the source of title proper should be the most complete presentation of title (AACR2 9.0B1) in conjunction with the first or earliest available issue (AACR2 12.0B1).
- Always give a note citing the source of title

**Notes:**

9.0B1 states that we are free to select the appropriate chief source from the resource itself, preferring a source that provides the most complete information. 

12.0B1 tells us to generally prefer the first (or earliest) issue or part over a source associated with the whole serial or with a range of more than one issue or part.

So the source of title proper should be the most complete presentation of title (AACR2 9.0B1) in conjunction with the first or earliest available issue (AACR2 12.0B1).

Always give a note on the source of title

## Main and Added Entries

- Make decisions about 1XX main entry and 7XX added entries as you would any serial
- Uniform title is required when the same title is used for other formats:
**245 00 #a Hispanic culture review ****{print version}**
** **
**130 0- #a Hispanic culture review (Online)**
**245 00 #a Hispanic culture review #h [electronic resource].**

**Notes:**
Main and added entries for remote access serials are made in the same way as with other serials. For an electronic serial that has a print version with the same title, use a uniform title to distinguish the two.

Per the aggregator-neutral guidelines: don’t include the name of an aggregation as part of the uniform title, 550, 710s or 4XX/8XX series statement or entry fields, since the record will represent all online versions of the title.

## Aggregator names:

- Per the aggregator-neutral guidelines don’t include the name of an aggregation as part of:
**uniform titles**
**550 issuing body notes**
**710’s**
**4XX/8XX series statements/series added entries**
- Since the record will represent all online versions of the title.

## Title added entries:

_**Title added entries:**_

- Be liberal with title variants in field 246, there may be many variants on an online serial
- For the aggregator-neutral record, make added entries for variants on other provider versions with the wording:
**246 1 $i Issues from some providers have title: $a [Title]**

**Notes:**
Varying form of title 246

Records created according to guidelines for aggregator neutral record may have a 246 that shows the title as it is presented by another aggregator, perhaps a slightly different form of some sort.

## Title Proper:

_**Title Proper:**_

-  Construct as for print.  Note provision in 1.1B1 to omit introductory words, such as “welcome to”
-   Add GMD #h [electronic resource]  (same as with direct access)
-  Always add a note on title source, source of description, and date the resource was viewed for cataloging.

**Notes:**
Title statement (245 field)
	- Construct the title as you would any other serial title.  
	- Note that some online electronic journals have introductory pages, splash pages, and the like, that include phrases such as “Welcome to”.  These are typically not considered title screens and you should look for other sources of the title. If necessary, omit the introductory words according to 1.1B1 and give an added entry for the complete title.
		246 30 #a Welcome to ImprovisAsians Online!

	- In our sample record the journal home page says: “Welcome To The Hispanic Culture Review,” but clearly from the introductory paragraph and the individual online issues the title is: Hispanic Culture Review. Thus, it is best to select the page associated with the first issue as chief source and take the title from that source.

## Title Proper:

_**Title Proper:**_

- Title source notes:
**500--  #a Title from contents screen ****	****(publisher’s Website, viewed Jan. 27, ****	****1999).**
**	****500-- #a Description based on: Vol. 5, no. 1 ****	****(Jan. 1995); title from contents (OCLC ****	****FirstSearch, viewed June 10, 2003).**
**  **

**Notes:**
Give the title source, source of description (e.g. publisher Website, or a specific aggregator being used as the source of description) and the date viewed.

## Edition statement:

_**Edition statement:**_

-  Example: 250 --   Web ed.
- Generally don’t consider separate file formats to be separate editions, e.g., articles of a  serial available both as HTML and PDF formatted documents.

**Notes:**
Edition Statement (250 field)

Record edition statements as found. The example on this screen denotes the Web version of a print serial.	

- For online electronic serials, do not consider different file formats to be different editions; e.g., articles available both as HTML and PDF formatted documents.  

## Numbering:

_**Numbering:**_

-  If first issue is online:
**362  0-  #a Vol. 1, no. 1 (Jan. 1995)-**

-  If beginning/ending numbering of the print version is known:
**362 1- Print began with vol. 3, no. 1 (Jan. 1984). **

**Notes:**
Numbering

If the first issue is available, use a formatted 362 0

Per the aggregator neutral guidelines, provide beginning and/or ending numbering or dates of the related print version if available, to justify coding of fixed field dates.

## Numbering:

_**Numbering:**_

- If the first issue is not available, use a description based on note.
**500--  #a Description based on: Vol. 3, no. 1 (spring 1996); title from contents screen (publisher’s Website, viewed Jan. 27, 1999).**

**Notes:**

Description based on note (500), Numbering (362 field)

	 As with other types of serials, provide a description based on note if the first issue of an online serial is not available.

## Our example so far

- 245 00 #a Hispanic culture review #h [electronic resource].
- 246 1- #i Title on homepage: #a Welcome to Hispanic 	culture review
- 500 --  #a  Description based on: Vol. 3, no. 1 (spring 1996); 	title from contents screen (publisher’s Website, 	viewed on Jan. 27, 1999).

## Notes:

_**Notes:**_

-  required:
**500 --   #a ... title from ...**
**538  --  #a Mode of access: World Wide Web.**
**   ****538  #a Mode of access: FTP via the Internet.**
- Local options:
**506 – Restrictions on Access Note**
**Institution specific information shouldn’t be given on shared records**
**516 – Type of Computer file or Data Note**
**Not often used on shared record for titles in aggregator packages because this data can vary.**** **
**  **

**Notes:**
Notes (5xx fields)
Required notes:
	- The 500 Source of Title note is always given
		500 -- #a Title from home page.
	- The 538 Mode of Access note is required.  For example,
		538 -- #a Mode of access: World Wide Web.
		538 -- #a Mode of access: FTP via the Internet.
Note: field 538 is used for both mode of access and system requirements.  Only the mode of access note is usually given for remote serials.
Optional notes:
	- 506 typically applies to remote access serials or locally networked electronic resources with specific licensing agreements. Under the guidelines for the aggregator neutral record, these notes will not appear on the CONSER national catalog record. Be sure not to put purely local notes in shared records!
	- 516 has been used to indicate the various file formats available at the web site.  This type of data varies for titles in aggregator packages, so won’t generally appear in shared record. Avoid vague phrases like: Text (electronic journal)...

## Electronic Location and Access (856):

_**Electronic Location and Access (856):**_

- Internet access:
**856 40 #u http://www.chinfo.navy.mil/navpalib/news/navnews/navnews.html**
- Email access:
**856 00  #z email subscription #u mailto:listproc@air.harvard.edu #i subscribe #f mini-air**

## 856 (cont’d):

_**856 (cont’d):**_

-  **Note that the second indicator provides information on the relation of the address (URL) to the item being described.  **
**	****	****-0 = resource being described**
**	****	****-1 = version of resource**
**	****	****-2 = related resource**
**When a portion of the resource is available online, use 2****nd**** indicator 0 and #3**
**	**
**	****856 40  #3 Table of contents and selected articles #u http://www.viam.com/**

**Notes:**
The second indicator shows the relation of the URL to the resource being cataloged.  If the URL is for the resource being described, 0 is used.  If the URL is for a version of the resource being described, 1 is used.  This is used for URLs added to print or other format serials for online versions.  When the URL is for a related work that is not the resource itself or another physical version of it, use 2.  This might be a related Web site.

If a portion of the resource, such as the tables of contents, is available online, consider this to be the resource itself, and use 2nd value 0.  But use $3 to show the portion of the resource that is available.	

For full instructions on coding and inputting the 856 field see the CONSER Edition Guide, Field 856.

## Multiple Records (print version):

**Type:  a     ELvl:        Srce:  d      GPub:        Ctrl:            Lang:  eng**
**BLvl:  s     Form:        Conf:  0     Freq:  f      MRec:        Ctry:  vau**
**S/L:   0      Orig:         EntW:        Regl:  r      ISSN:        Alph:   **
**Desc:  a     SrTp:p      Cont:          DtSt:  c      Dates: 199u,9999**
**041 0-  #a engspa **
**042 --  #a lcd **
**090 --  #a PS508.H57 #b H57 **
**245 00  #a Hispanic culture review. **
**260  --   #a Fairfax, Va. : #b George Mason University, **
**300  --  #a v. : #b ill. ; #c 22 cm. **
**310  --  #a Semiannual **
**500  --  #a Description based on: Vol. 1, no. 2 (spring 1991). **
**530  --  #a Also available on the Internet.  ****{required}**
**546  --  #a English and Spanish. **
**650  -0  #a American literature #x Hispanic American authors #v **
**Periodicals. **
**650  -0   #a Hispanic American literature (Spanish) #v Periodicals. **
**710 2-    #a George Mason University. **
**776 1-   #t Hispanic culture review (Online)  ****{required}**
**856 41  #u http://mason.gmu.edu/%7Ehcr/  ****{required}**

**Notes:**
Single or Multiple Records?
	- CONSER has developed an option that allows catalogers to provide access to the remote version via the print record. Note that the remote version is not considered to be ‘cataloged’ in such cases as information that can be given about the remote version is limited. 
	- If a library opts to catalog each  title separately, additions are made to the print record and a new record for the remote access version is made.

	-In the record for the original:
		- Note the availability of the online version in field 530
		- Add a 730 title added entry when the title of the online 		 version differs
		- Link to the online record with field 776
		- Provide the location of the online version in field 856 (if 		not already present in the record)

{Trainers: note that the 856 is given in the print record so that another library can use the record as copy for the single record approach}

## Multiple Records (online version):

**Type:  a     ELvl:          Srce:  d      GPub:      Ctrl:          Lang:  eng**
**BLvl:  s     ****Form:  s****     Conf:  0     Freq:  f      MRec:        Ctry:  spa**
**S/L:   0      ****Orig:    s****     EntW:        Regl:  r      ISSN:        Alph:   **
**Desc:  a     SrTp:p       Cont:          DtSt:  c      Dates: ****1996****,9999**
**006       #a [m        d        ] **
**007       #a c #b r #d u #e g #f u**
**041 0-  #a engspa**
**130 0-  #a Hispanic culture review (Online)**
**245 10  #a Hispanic culture review #h[electronic resource].**
**260  --  #a Fairfax, Va. : #b George Mason University**
**310  --  #a Semiannual**
**500  --  #a Description based on: Vol. 3, no. 1 (spring 1996); title from contents screen (publisher’s Website, viewed Jan. 27, 1999).**
**530  --  #a Also available in a print version. **
**546  --  #a English and Spanish. **
**650  -0  #a American literature #x Hispanic American authors #v **
**Periodicals. **
**650  -0  #a Hispanic American literature (Spanish) #v Periodicals. **
**710 2-  #a George Mason University. **
**776 1-  #t Hispanic culture review ****{required}**
**856 40  #u http://mason.gmu.edu/%7Ehcr/ **

**Notes:**
In the record for the online version:

	- Describe the online version using all appropriate fields
	- Add a 730 title added entry when the title of the online 		version differs
	- Link to the paper record using field 776
	- Give appropriate 856 fields

Note that in this record, the Form is coded as value ‘s’ for electronic.

## CONSER Single Record Option:

**Type:  a     ELvl:        Srce:  d      GPub:        Ctrl:            Lang:  eng**
**BLvl:  s     Form:        Conf:  0     Freq:  f      MRec:        Ctry:  vau**
**S/L:   0      Orig:         EntW:        Regl:  r      ISSN:        Alph:   **
**Desc:  a     SrTp:p      Cont:          DtSt:  c      Dates: 199u,9999**
**007       #a c #b r #d u #e g #f u  ****{optional}**
**041 0-  #a engspa **
**042  --  #a lcd **
**090  --  #a PS508.H57 #b H57 **
**245 00  #a Hispanic culture review. **
**260  --  #a Fairfax, Va. : #b George Mason University, **
**300  --  #a v. : #b ill. ; #c 22 cm. **
**310  --  #a Semiannual **
**500  --  #a Description based on: Vol. 1, no. 2 (spring 1991). **
**530  --  #a Also available on the Internet. ****{required}**
**546  --  #a English and Spanish. **
**650  -0  #a American literature #x Hispanic American authors #v **
**Periodicals. **
**650  -0  #a Hispanic American literature (Spanish) #v Periodicals. **
**710 2-  #a George Mason University. **
**856 41  #u http://mason.gmu.edu/%7Ehcr/ ****{required}**

**Notes:**
If the CONSER option to use a single record is used:

	- Note the availability of the online version in field 530
	- Add a 740 title added entry when the title of the online 		version differs
	- Identify its electronic location in field 856
	- Optionally, a computer file 007 may be added for the online  	version

For more information, consult the CONSER Web site: www.loc.gov/acq/conser/issues.html

## Summary

- Base the description on the first disc/disk  or online issue available
- Prefer the carrier and its labels as chief source for direct access
- Always give title source note
- Always give system requirements note for direct access and mode of access note for remote access
- Give the electronic location for remote serials