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# GPO Cataloging Guidelines: Introduction

                - Last Updated:  August 07, 2024
                - Published:  March 31, 2021

## Cataloging/Metadata Policy-making Process

### Cataloging Policy and Documentation Committee (CPDC)

The Cataloging Policy and Documentation Committee (CPDC) is the group in GPO's Metadata and Collection Services (MCS) that determines new and modified cataloging/metadata policies and procedures, such as additions, revisions, and supersessions, to *current GPO Cataloging Guidelines* (CGs). The CPDC documents and records those decisions and communicates those changes to MCS staff members and the Federal Depository Library Program community. LSCM management and the CPDC collaborate closely to chart the direction of GPO’s cataloging/metadata policies and to maintain the currency of the CGs. The charter of the CPDC delineates its mission and governance.

The CPDC chair collects and solicits proposals for new policies and revisions to existing policies. The chair schedules the committee meetings, compiles the meeting agendas from the submitted proposals, and manages the meetings.

The CPDC meets bi-weekly. The agenda is sent to all staff, who are asked for their comments and input. At the meetings, the CPDC discusses each item and tries to reach a consensus or majority decision. The Chief of MCS informs MCS staff of the revisions and/or additions by email and internal announcements. As needed, the CPDC chair updates the List of Major Revisions on the internal site and requests the Web Team to post the new version of the spreadsheet on the public *Cataloging Guidelines* website.

### GPO Cataloging Guidelines Review and Revision Processes

This section describes the procedures by which the GPO creates and updates cataloging/metadata policies and procedures and documents those decisions in the *GPO Cataloging Guidelines* (CGs). This section also describes how the CPDC considers additions and revisions to the *GPO Cataloging Guidelines* (CGs), records decisions, and communicates new and changed policies to MCS staff and the FDLP community.
                      - Proposals for new sections, chapters, and text or revisions to existing CGs	                         - Proposals are submitted to the CPDC chair.
                        - Examples include:		                           - New/modified national standards instructions and how they accord with GPO policies and practices
                          - Initiatives from LSCM management
                          - Recommendations and innovations contributed by staff
                          - Suggestions and observations from Federal depository library staff
                          - Developments in the world of government information products, information science sphere, and the library and archival professions
                          - Technological advances and transitions 
                      - Meetings	                         - The CPDC will endeavor to review and decide on proposals in up to three meetings. The committee may reach consensus in less than three meetings.		                           - When a major revision or policy issue is on the agenda, the CPDC will hold additional meetings, generally not to exceed a total of five meetings. 
                        - The submitter of a proposal is responsible for all stages of the review process:		                           - Submission of the draft proposal to the chair
                          - Preparation of a draft proposal and accompanying materials before the meeting if at all possible
                          - Presentation at the meetings and leading the discussion
                          - Revision of the draft proposal based on the recommendations and suggestions of the CPDC members and MCS staff members
                          - Completion of the new text for the CGs site on FDLP.gov
                          - Capturing the current section(s) to be replaced by the new text in a Word document and saving the document on the internal site
                          - Submission of the request to the Web Team to update the CGs site
                          - Drafting the text of an LSCM news alert if needed 
                        - Agendas		                           - The agenda is sent to all MCS staff members and comments and recommendations are invited.
                          - The meetings are open to all LSCM staff. 
                        - First Meeting		                           - Introduction of the proposal and initial discussion
                          - Recommendations and suggestions for further research and/or consideration of the proposal and changes to the text 
                        - Second Meeting		                           - Circulation of the revised proposal before the second meeting if at all possible
                          - Presentation of the revised proposal
                          - Continuation of the discussion 
                        - Third Meeting		                           - Circulation of the final proposal before the third meeting if at all possible
                          - Presentation and discussion of the final proposal 
                        - Final Decision		                           - The CPDC will strive to reach a consensus decision.
                          - When the CPDC cannot reach a consensus, the chair consults with the Chief of MCS and requests a decision from the Chief.
                          - When the Chief does not make a decision, the chair tables the proposal.
                          - The chair may include the proposal on the agenda of a future meeting.
                          - Decisions with significant impact on MCS operations and policies are enumerated in the List of Major Revisions, which is updated and posted on FDLP.gov.			                             - In the cases of very significant revisions, LSCM may issue news alerts to solicit recommendations and feedback from the FDLP community or to announce the implementation of the revised guidelines. 
                          - Minutes are posted on the internal site. 

## GPO Cataloging Guidelines: Organization and Structure

The general organization of the *GPO Cataloging Guidelines* are organized in chapters based on several criteria:
                      - Areas of cataloging	                         - Bibliographic cataloging
                        - Name authorities
                        - Subject cataloging 
                      - Modes of issuance	                         - Monographs
                        - Continuing resources 
                      - Specific formats of publications	                         - Audiovisual
                        - Cartographic
                        - Computer files
                        - Microfiche 
                      - Types of the resources	                         - Congressional publications
                        - Public and private laws
                        - Technical reports
                        - Treaties 

The Overview chapter lays out the overarching principles of GPO’s cataloging/metadata creation and maintenance procedures and practices.The main organizational scheme of the other chapters follows the structure of the MARC 21 Format for Bibliographic Data and the MARC 21 Format for Authority Data. The chapters based on the MARC fields structure are sometimes introduced by an overview section and are usually subdivided into sections on the fixed fields and variable fields.

The Cataloging Guidelines are designed to proceed from general to specific guidance. When consulting and searching the Guidelines, make certain to view all relevant sections. For example, when reviewing guidance in the General MARC Field Policies chapter, also check the pertinent specific mode of issuance chapter and format chapter. As often as possible, linked references are provided to direct users to related chapters and sections of the guidelines and other cataloging/metadata standards and documentation.

### Examples

The examples are intended to illustrate the guidelines. They are not meant to act as actual instructions. Please do not create or update bibliographic records solely based on the content of examples.

MCS attempts to update the examples as often as possible so that they reflect the current state of the guidelines. Please note that some examples or parts of examples may not comply with the current guidelines.

## List of Standards

When creating metadata records, GPO follows national standards unless stated otherwise in these guidelines. Below is a listing of the standards followed by GPO.

### Bibliographic

Anglo-American Cataloguing Committee for Cartographic Materials. *Cartographic Materials: A Manual of Interpretation for AACR2, 2002 Revision*. Chicago: American Library Association,2003, with updates.

*Anglo-American Cataloging Rules. 2nd ed., 2002 revision, 2005 update*. Prepared under the direction of the Joint Steering Committee for the Revision of AACR2.Chicago: American Library Association, 2005.

*BIBCO Participants' Manual*. Washington, DC: Library of Congress, 2008. http://www.loc.gov/aba/pcc/bibco/documents/bpm.pdf

Canadian Library Association, Chartered Institute of Library and Information Professionals (Great Britain), Joint Steering Committee for Development of RDA. *RDA: Resource Description and Access*. Chicago: American Library Association, 2011.

*CONSER Cataloging Manual*. Washington, DC: Library of Congress, 2006.

*CONSER Editing Guide*. 2003 cumulation with updates. Washington: Library of Congress: Distributed by the Library of Congress, Cataloging Distribution Service.

*CONSER Standard Record (CSR) Guidelines*. Washington, DC: Library of Congress, 2010. http://www.loc.gov/catdir/cpso/conserdoc.pdf

*Integrating Resources: A Cataloging Manual*. 2011 revision. Washington, DC: Program for Cooperative Cataloging, 2011. http://www.loc.gov/aba/pcc/bibco/documents/irman.pdf

Library of Congress. Office for Descriptive Cataloging Policy. *Cataloging Rules for the Description of Looseleaf Publications*. 2nd ed. Washington, DC: Cataloging Distribution Service, Library of Congress, 1989. http://www.itsmarc.com/crs/mergedProjects/looself/looself/contents.htm

Library of Congress. Policy and Standards Division. *Descriptive Cataloging Manual Z1: Name and Series Authority Records*. Washington, DC: Cataloging Service, Library of Congress, 2013. http://www.loc.gov/catdir/cpso/dcmz1.pdf

---. *Library of Congress Rule Interpretations*. Washington, DC: Cataloging Distribution Service, Library of Congress.

---. *Subject Headings Manual*. 2008 edition with updates. Washington, DC: Cataloging Distribution Service, Library of Congress.

Library of Congress. Network Development and MARC Standards Office. *MARC 21 Format for Authority Data*. 1999 ed. With updates. Washington, DC: Library of Congress, Cataloging Distribution Service.

---. *MARC 21 Format for Bibliographic Data*. 1999 ed., with updates. Washington, DC: Library of Congress, Cataloging Distribution Service.

*NACO Participants' Manual*. 3rd ed. Washington, DC: Library of Congress, 2005. http://www.loc.gov/aba/pcc/naco/documents/npm3rd.pdf

OCLC. *Bibliographic Formats and Standards*. 4th ed. Last modified October 2011. http://www.oclc.org/bibformats/en.html

*SACO Participants' Manual*. 2nd ed. Washington, DC: Library of Congress, 2007. http://www.loc.gov/aba/pcc/saco/documents/SACOManual2007.pdf

### Classification

Library of Congress. *Classification Web*. Washington, DC: Library of Congress, Cataloging Distribution Service.

United States Government Publishing Office. Library Technical Services. Superintendent of Documents Classification Guidelines. Washington, DC : Federal Depository Library Program, 2017- https://www.govinfo.gov/content/pkg/GOVPUB-GP3-803b10596f64810f505754f10095d01f/pdf/GOVPUB-GP3-803b10596f64810f505754f10095d01f.pdf

---. *List of Classes of United States Government Publications Available for Selection by Depository Libraries*. Washington, DC: U.S. Government Publishing Office. https://www.fdlp.gov/instruction/list-of-classes

### Other Metadata Schemes

*Dublin Core Metadata Element Set, Version 1.1*. Dublin Core Metadata Initiative, June 2012. http://dublincore.org/documents/dces/

*ONIX for books 2.1 specification*. ONIX International Steering Committee, February 2005. http://www.editeur.org/15/Previous-Releases/

## Other

*Chicago Manual of Style: the Essential Guide for Writers, Editors, and Publishers*. 16th ed. Chicago: University of Chicago Press, 2010.

United States Government Printing Office. *United States Government Printing Office Style Manual*. Washington, DC: U.S. Government Printing Office, 2008. http://www.gpo.gov/fdsys/pkg/GPO-STYLEMANUAL-2008/pdf/GPO-STYLEMANUAL-2008.pdf

### Cooperative Associations

GPO continues to be heavily involved in cooperative cataloging and metadata activities with members of the Federal Depository Library Program (FDLP) library community and the library community at large. GPO is an active participant in all components of the Program for Cooperative Cataloging (PCC) which is managed by the Library of Congress, including BIBCO, CONSER (Cooperative Online Serials), NACO (Name Authority Cooperative) and SACO (Subject Authority Cooperative). GPO has been a member of OCLC since 1976 and contributes bibliographic records for U.S. Government information to the international database on a daily basis. Since 2010, GPO has formed cooperative cataloging partnerships with Federal depository libraries to exchange metadata for fugitive material as well as for digitized collections on historic publications.

### Questions

Please submit your questions about the GPO Cataloging Guidelines via askGPO by choosing the “Federal Depository Library Program” tile and selecting the category “Cataloging/Metadata (Policy and Records).

### Cataloging Guidelines: 

                  - GPO Cataloging Guidelines: Introduction
                  Cataloging/Metadata Policy-making Process
- Cataloging Policy and Documentation Committee (CPDC)
- GPO Cataloging Guidelines Review and Revision Processes
GPO Cataloging Guidelines: Organization and Structure
- Examples
List of Standards
- Bibliographic
- Classification
- Other Metadata Schemes
Other
- Cooperative Associations
- Questions

                  - Bibliographic Cataloging: Overview
                  Sources
Authoritative Status of the Catalog of U.S. Government Publications
- GPO Records in OCLC and Record Maintenance
Scope of Cataloging
Cataloging for Title 44 Programs
- Federal Depository Library Program (FDLP)
- FDLP Distribution Unknown
- Cataloging & Indexing Program (C&I) 
Cataloging Priorities
- Higher Priority Resources
- Lower Priority Resources
Use of Surrogates for PCC Authentication
- 300 - Physical Description
- 588 - Source of Description Note
Cataloging/Metadata Encoding Levels Policies
- 1.0 Purpose
- 2.0 Background and Related Documents
- 3.0 Guidelines and Standards Consulted
- 4.0 Coordination with Collection Development Procedures
- 5.0 General Principles
Treatment Decisions for Collections and Analytics
- Factors to consider for the treatment decision
Separate Record Policy
- Current Policy: Separate-Record Approach
- Previous Policy: Single-Record Approach
- Policy Changes and Catalog Maintenance
- Background
- Procedures
- Exceptions
Original Cataloging
Copy Cataloging
- Selecting Records for Copy Cataloging
- Adapting Records
- Replacing and Exporting Records
GPO Sales Program Information
- Original Cataloging for Sales Program
- Copy Cataloging for Sales Program
Authority Records

                  - Bibliographic Cataloging: General Policies
                  Distinguishing Works and Expressions with Identical Authorized Access Points
- Chronological Editions
- Language Editions
- Punctuation in the title proper
- Use of Part Titles
- Use of Other Title Information
- Title Layout on Publication
- Use of Project Name
- Colon in Title Proper
Relationship Designators (Relator Terms)
Different Language Editions
Location (Source) of Names and Other Elements Recorded in the Resource Cataloged
- Statements of Responsibility
- Technical Report Documentation Page
- Programs and Projects
Adding Authorized Access Points - What to Trace
- Authorized Access Points in Bibliographic Records
- Limitations on Names Used as Descriptive Authorized Access Points in the Resource Cataloged
- Authorized Access Points in Adapted OCLC Records (Copy Cataloging)
- New GPO Records Created by Cloning Existing Records

                  - Bibliographic Cataloging: General MARC Field Policies
                  Formats, Modes of Issuance, Etc
Punctuation
- PCC Policy on ISBD Punctuation
Transcription
Fixed Fields
- ELvl - Encoding Level
- PCC Level
- I Level
- 007 - Physical Description Fixed Field 
Variable Fields
- 007 
- 037 - Source of Acquisition
- 040 - Cataloging Source
- 041 - Language Code
- 050 - Library of Congress (LC); 060 - National Library of Medicine (NLM); 070 - National Agricultural Library (NAL); 082 - Dewey Decimal Classification and Call Number
- 100/600/700 - Personal Name Access Points
- 100 - Principal Creator – Personal Name
- 110/111 - Principal Creator - Corporate/Meeting Name
- 130/240 - Unique Title for Work or Expression
- 130 - Unique Title for Work or Expression - No Principal Creator Present
- 240 - Unique Title for Work or Expression - Principal Creator Present
- 245 - Title Statement and 246 - Varying Form of Title
- 245 ‡c - Statement of Responsibility (SOR)
- 246 - Varying Form of Title
- 250 - Edition Statement
- 264 (260 in adapted records) - Production, Publication, Distribution, Manufacture, and Copyright Notice
- 300 - Physical Description
- 336 - Content Type, 337 - Media Type, 338 - Carrier Type
- 490 - Series Statement Field
- 500, 588 - Title Source, Source of Description Notes
- 500 - General Note
- 536 - Funding Information Note
- 546 - Language Note
- 6XX - Subject Access Fields
- 600 - Personal Name Subject
- 700 - Personal Name Associated with a Work
- 710/711 - Corporate/Meeting Name Associated with a Work
- 76X to 78X - Linking Entries
- 776 - Additional Physical Form Entry
- 856 - Electronic Location and Access – Historic URLs

                  - Bibliographic Cataloging: 074 GPO Item Number
                  Multiparts
Item Number Corrections

                  - Bibliographic Cataloging: 086 SuDoc Number
                  Sources to Consult
Background and General Instructions
Multiparts
Serials and Integrating Resources

                  - Bibliographic Cataloging: Monographs
                  Related Chapters/Sections
Fixed Fields
- DtSt: Type of Date/Publication Status
Variable Fields
- 020 – ISBN
- 037 – Source of Acquisition
- 088 - Report Numbers
- 245 ǂc - Statement of Responsibility
- 250 - Edition Statement
- 300 - Physical Description
- 500 - General Note
- 505 - Formatted Contents Note
- 520 - Summary, etc.
- 536 - Funding Information Note
- 588 - Source of Description Note
Related Works and Expressions
- Related Chapters/Sections
- Related Resources
- Related Works and Expressions - Overview
- Frequently Revised Monographs
- Language Editions and Translations
- Revised Editions
- Summaries
Unspecified Relationships and MARC 787

                  - Bibliographic Cataloging: 856 Field
                  History
- PURL Addresses
- PURL Identifiers
PURL Creation and Access
- Single Part Monographs
- Multi-Part Monographs and eBooks
- Continuing Resources
- Serials
- Integrating Resources (IR)
- Live IR
- Ceased IR
Formulating the 856 Electronic Location and Access Field
- Order of Multiple 856 MARC Fields
- PURL(s) – 856 40
- Historic URL – 856 4_
- Related Resource – 856 42
- Public Notes – Subfield z
- Materials Specified Note – Subfield 3
- Access Status – Subfield 7

                  - Bibliographic Cataloging: Continuing Resources: Selective Registration for ISSN Assignments
                  - ISSN Program – General Information
- ISSN Assignments

                  - Bibliographic Cataloging: Continuing Resources: Serials
                  Sources to Consult
General Policies, Procedures, and Practices
- Definition of Serial
- Cataloging Decision: Monograph vs. Serial and Frequency of Issuance
- Numbering - Exceptions to the RDA Principle of Transcription, or “Take What You See”
- Notification of Cataloging Updates via WebTech Notes
- Notification of LSCM’s Office of Archival Management (OAM) for Serials Harvesting
- Updating Collections of Serials
MARC Fields
- Leader /17 (Encoding Level) and 042
- 010 - Library of Congress Control Number
- 022 - ISSN
- 050 - Library of Congress Call Number
- 060 - National Library of Medicine Call Number
- 070 - National Agricultural Library Call Number
- 074 - Item Number
- 082 - Dewey Decimal Classification Number
- 086 - SuDoc Number
- 246 - Varying Form of Title
- 264 - Production, Publication, Distribution, Manufacture, and Copyright Notice
- 300 - Physical Description (300 |a )
- 362, 588, and Any Field Where Designation is Represented
- 362 - Beginning and/or ending numbering/dates of publication
- 362 - Determination of Cessation of a Serial When Response from the Publishing Agency is Lacking
- 500 - Distribution Note
- 515 - Numbering Peculiarities Note
- 538 - System Details Note
- 588 - Source of Description Note
- 76X--78X - Linking Entry Fields
- 776 - Additional Physical Form
- Other Considerations for Linking Entry Fields: Parallel Formats & Works Not Described in Bibliographic Records
- 856 - Electronic Location and Access
- Single-record vs. Separate-Record Approach and PURLs

                  - Bibliographic Cataloging: Continuing Resources: Integrating Resources:  General MARC Field Policies
                  022 - ISSN
086 - Superintendent of Documents (SuDocs) Stem
- Classification of Ceased Integrating Resources Being Cataloged for the First Time by GPO
130/240 - Additions to authorized access points representing works
245 - Title
- Other title information (ǂb)
- Statement of responsibility (ǂc)
300 – Physical Description
5XX - Notes
- Order of 5XX notes
- 588 - Description based on (DBO)/source of title proper note
- Digital Collections
760-787 – Linking Relationships
- 773 - Host Item Entry

                  - Bibliographic Cataloging: Continuing Resources: Integrating Resources: FDLP Web Archive Resources
                  Overview
For more information
MARC Fields
- ELvl/Srce
- 040 – Cataloging Source
- 074/086 - Item Number/Government Document Classification Number
- 130/240 – Main Entry/Uniform title
- 246 – Varying Form of Title
- 247 – Former Title
- 250 – Edition Statement
- 264 – Publication/Distribution Statement
-  336 – Content Type
- 500 – General Notes
- 520 – Abstract
- 588 - Source of Description Note
- 710 – Added Entry – Corporate Body
- 773 – Host Item Entry
-  775 – Other Edition Entry
- 856 – Electronic Location & Access
- 955 – Local Note

                  - Bibliographic Cataloging: Continuing Resources: Appendix A: Bibliographic File Maintenance
                  Deletion of Records from the CONSER Database

                  - Bibliographic Cataloging: Continuing Resources: Appendix B: Where to find certain CONSER procedures
                  Where to find certain CONSER procedures

                  - Bibliographic Cataloging: Continuing Resources: Appendix C: Holding and Item Record Guidance
                  Holdings records for serials
- General Information
- Holdings Record Policies:
- Summary Holdings Statements for Serials & IRs
- Formatting summary holdings statements
- Holdings Record Resources 
Item records for serials
- General Information
- Item Record Resources
Subscription records
- General information
- Subscription record resources
Prediction patterns
- General information
- Prediction Patterns for Regular Serials
- Prediction Pattern Resources

                  - Bibliographic Cataloging: Congressional Publications
                  Overview
- Formats
Mode of Issuance - Hearings
Encoding Level and PCC Authentication
- 086 – Superintendent of Documents Classification Number
088 - Report Number (House Hearings)
- Serial Numbers with Committee Designations
- Serial Numbers without Committee Designations
- Serial Numbers without Any Designations
1XX – Principal Creator
- Documents
- Hearings
- Prints
- Reports
Other Types of Publications
- Joint Committee on Taxation
- 130/240- Unique Title for Work
- Hearings
- Reports
245 ǂa – Title Statement
245 ǂb – Remainder of Title
246 - Varying Form of Title
264 - Production, Publication, Distribution, Manufacture, and Copyright Notice
300 ǂb – Other Physical Details
500 – Serial Number Note
500 – Shipping List Note
504 – Bibliography, etc. Note
505 – Formatted Contents Note
Star Prints
- 086 – SuDoc Number
- 250 – Edition Statement
- 500 – General Note
Addendum/Addenda
- 086 – SuDoc Number
- 300 ǂe – Accompanying Material
- 500 – General Note
- 856 – PURL
Erratum/Errata
- 086 – SuDoc Number
- 300 ǂe – Accompanying Material
- 500 – General Note
- 856 – PURL
Multipart Monographs
- 500 – General Note
- 710 – Corporate Name Associated with a Work

                  - Bibliographic Cataloging: Public and Private Laws
                  Public Laws
Private Laws
Instructions

                  - Bibliographic Cataloging: Treaties
                  074- Item Number
086- SuDoc Number
490 and 830- Series
546 and 041- Language
Senate Treaty Document Series (Y 1.1/4:)

                  - Bibliographic Cataloging: Audiovisual Resources
                  Scope of the Format Visual Resources
Definitions of Types of Visual Resources
Bibliographic Treatment in the CGP
- Analytics of Videos
- Collections of Videos
- Analytics of Still Images
- Collections of Still Images
MARC Fields for Visual Resources
- 245
- 300- Physical Description
- 655- Genre/Form Terms

                  - Bibliographic Cataloging: Braille  
                  Braille Publications Treated as Serials
PCC Authentication
Authorized Access Point
Edition Statement
Language Note
Other Edition Entry

                  - Bibliographic Cataloging: Brochures and Visitor Guides Treated as Books or Continuing Resources
                  - Bibliographic Cataloging: Cartographic Materials
                  Background and Sources Consulted
Brochures and Visitor Guides Treated as Maps
BLM Surface/Mineral Management Maps
Serial Treatment
Encoding Level
086 - SuDoc Number
1XX - Principal Creator
130/240 - Unique Title for Work
245 - Title Statement
255 - Cartographic Mathematical Data
300 - Physical Description
500 - Notes
655 - Genre/Form Term

                  - Bibliographic Cataloging: Computer Files
                  Procedures to Convert Type "M" (Computer File) Records to Type "A" (Language Material) Records

                  - Bibliographic Cataloging: eBooks
                  Overview
Disposition of eBooks on CD-ROM
MARC Fields
- 020 – International Standard Book Number
- 347 – Digital file characteristics
- 856 – Electronic location and access
- 955 – Local GPO notes
- Non-Distributed eBooks
Resources to Consult

                  - Bibliographic Cataloging: Microfiche
                  Current RDA Policies and MARC Fields (February 2015- )
- Alterations to the Paper Publication
MARC Fields
- Fixed field
- 007- Physical Description Fixed Field 
- 074- Item Number 
- 264- Production, Publication, Distribution, Manufacture, and Copyright Notice
- 300- Physical Description
- 336- Content Type
- 337- Media Type
- 338- Carrier Type
- 500- General Notes
- 776- Additional Physical Form Entry
Overview of Previous Microfiche Policies
- Early RDA (April 2013-February 2015) 
- AACR2/LCRI (through March 2013) 
Current Procedures for Re-Cataloging Microfiche That Were Previously Described in a Record Utilizing the Single Record Approach

                  - Bibliographic Cataloging: Technical Reports
                  Identification of Technical Reports
- Former Practice
- Current Practice
Monograph or Serial
Sources of Information
Cataloging Instructions
- Fixed Fields
- Variable Fields
References

                  - Name Authorities: Background
                  Instructions to Consult

                  - Name Authorities: Policy Overview
                  Personal Names
- New Personal NARs
- Existing Personal NARs
- Comprehensive Name Authority Records
- Brief Name Authority Records
Corporate/Conference Names
- Variant Names
- Conference Authority Records
- Programs and Projects
- Corporate Names for Parks, Forests, Preserves, etc.
Works and Expressions
Multipart (Collective) Titles
- Series
- Series-Like Phrases
Places (Jurisdictional Geographic Names)

                  - Name Authorities: RDA, General Policies
                  Hybrid Records in RDA Name Authority Records
When to Recode an Existing NAR to RDA
How to Recode an Existing NAR from AACR2 to RDA
Field Specific Guidelines
- ǂu and ǂv in the 046 and 3XX optional fields
- Source of Information: 670 vs. ǂv in the 046 and 3XX optional fields
- 046 – Special Coded Dates
- ǂ2 – Source of Term
- ǂs (start date or start period) and ǂt (end date or end period)
- 336 - Content Type
- 368 - Other Attributes of Person or Corporate Body
- 370 - Associated Place
- 371 Address
- 372 - Field of Activity
- 373 - Associated Group
- 377 - Associated Language
- 4XX - See From Tracing
- 5XX - See Also From Tracings
- 670 - Source Data Found
- 678 - Biographical or Historical Data

                  - Name Authorities: General Procedures
                  Optional Fields
Research in OCLC
- Personal Names
- Corporate/Conference Names
How Much Research Should Be Performed ... ?
When to Consult Additional Sources
Tips for contacting agencies

                  - Name Authorities: General Field Specific Guidelines
                  043 - Geographic Area Code
1XX and 4XX
4XX – See From Tracing
5XX – See Also From Tracings
670 - Source Data Found
678 - Biographical or Historical Data
781 - Subdivision Linking Entry-Geographic Subdivision

                  - Name Authorities: 67X Citation Fields
                  670 - Source Data Found
- General Guidance
- Citing Specific Types of Resources
672 - Title Related to the Entity
675 - Source Data Not Found

                  - Name Authorities: Personal Names
                  Procedure for ECIP
Procedure for CRS Reports
General Instructions
046 – Special Coded Dates (RDA 9.3)
- ǂs and ǂt in the 046 and 3XX optional fields
100 – Authorized Access Point
- ǂq – Fuller Form of Name
- ǂd – Birth and/or Death Date
- ǂc - Titles and Other Words (Professions) Associated with a Name
368 - Other Attributes of Person or Corporate Body
370 - Associated Place (RDA 9.8-9.11)
371 - Address (RDA 9.12)
372 – Field of Activity (RDA 9.15)
373 – Associated Group (RDA 9.13: Affiliation)
374 – Profession or Occupation (RDA 9.16)
375 – Gender (RDA 9.7)
377 - Language (RDA 9.14)
378 – Fuller Form of Name (RDA 9.5)
400 - See From Tracing - Personal Name
510 - Related Corporate Body
678 - Biographical or Historical Data (RDA 9.17)

                  - Name Authorities: Corporate Names
                  Notes
Sources to Consult
Before You Begin
MARC Fields
- 110 - Corporate Name (11.2.2, 11.13.1)
- 111 - Meeting Name (11.2.2, 11.13.1)
- 368 - Other Attributes of Corporate Body: ǂa Type of Corporate Body (11.7.1.4)
- 370 - Associated Place (11.3)
- 372 - Field of Activity (11.10)
- 373 - Associated Group (11.5)
- 410/411 - See From Tracing (11.2.3, 11.13.2)
- 410 - See From Tracing - Corporate Name (11.2.3, 11.13.2)
- 411 - See From Tracing - Meeting Name (11.2.3, 11.13.2 )
- 510/511 – See Also From Tracing (Related Corporate/Conference Name) (Chapter 32)
- 510 - See Also From Tracing - Corporate Name (Chapter 32)
- 667 - Nonpublic General Note
- 678 - Biographical or Historical Data (11.11)

                  - Name Authorities: Places
                  043 - Geographic Area Code
451 - See From Tracing 
670 - Source Data Found
781 - Subdivision Linking Entry-Geographic Subdivision

                  - Name Authorities: Works & Expressions: General
                  Related Chapters/Sections
Chapter Scope
Works vs. Expressions
What to Establish in the Authority File
Transcription
- Capitalization
- Punctuation
- Initial Articles
Name/Title Access Points
MARC Fields
- Access Points
- 046 - Special Coded Dates
- 336 – Content Type
- 370 – Associated Place
- 377 – Associated Language
- 380 – Form of Work
- 4XX – Variant Access Points
- 667 – Nonpublic General Note
- EXEMPLARS

                  - Name Authorities: Works & Expressions: Public Laws
                  Related Chapters/Sections
Chapter Scope
Note on Past Practices
What to Establish in the Authority File
Tips
Authorized Access Points of Public Laws
Preferred Titles of Public Laws
- Citation Title vs. Formal Title
Capitalization
“Embedded” Laws
MARC Fields
- 046 – Special Coded Dates
- 110 – Heading-Corporate Name
- 380 – Form of Work
- 410 - See From Tracing-Corporate Name
- 670 – Source Data Found

                  - Name Authorities: Works & Expressions: Treaties
                  Related Chapters/Sections
Chapter Scope
Note on Past Practices
Works vs. Expressions
What to Establish in the Authority File
Capitalization
Preferred Titles for Treaties
Authorized Access Points for Treaties
Authorized Access Points for Protocols
Dates of Treaties and Protocols
When to Recode pre-RDA Treaty NARs to RDA
MARC Fields for Treaties and Protocols
- 046 – Special Coded Dates
- 370 – Associated Place
- 380 - Form of Work
- 4XX – Variant Access Points
Examples

                  - Name Authorities: AACR2, Corporate Bodies
                  Auth status - 008/33
110 - Corporate Name
111 - Meeting Name
410/411 - Variant Name
5XX - See Also From Tracings
670 - Source Data Found

                  - Subject Cataloging: General Policies
                  Library of Congress Subject Headings (LCSH)
NASA Thesaurus Terms as Subject Headings
- Assigning NASA Terms
- General Policies and Procedures
MESH, NAL, and Other Non-LC Subject Headings
Library of Congress Genre/Form Terms for Library and Archival Materials (LCGFT)
- Adding General LCGFT to Bibliographic Records
- Background Resources for LCGFT
- Adding LCGFT to Cartographic Records
- Adding LCGFT to Audiovisual Records

                  - Subject Cataloging: Subject Heading Proposals, Background and Tips
                  Tips and Instructions
- Internet Research
- Subject Headings Manual (SHM)
- Searching Minaret
- Additional Minaret (Class Web) Tips
- Scope Notes
- Use of the Dictionary
- Use of Wikipedia
- Use of LCSH as a Thesaurus
References  
- Class Web or Minaret
- SACO Resources
- SHM (Subject Headings Manual)
- Print Resources
- Resources for Geographic Proposals
- Geographic Print Resources
Examples of GPO Subject Proposals

                  - Subject Cataloging: Subject Heading Proposals, Workflow
                  Submitting SACO Proposals for Internal Review
Producing Associated Bib Records; Exporting Subject Authority Records
Submitting SACO Proposals to the Library of Congress
Updating Aleph Authority File

                  - Subject Cataloging: Name vs. Subject Authority File
                  Overview
Instructions

                  - Subject Cataloging: Name Headings as Subjects
                  - Subject Cataloging: Special Topics, Materials, Subdivisions, Etc.
                  Environmental Impact Statements
Legal Topics
Research

                  - Other Metadata Schemes: Dublin Core
                  - Other Metadata Schemes: ONIX
                  - Glossary
                  A
B
C
D
E
G
I
L
M
N
O
P
R
S
T
U
V
W

                  - Initialisms and Acronyms