04/22/23 Unit 2 1

Descriptive Cataloging of Monographs

2. ToolsDRAFT

04/22/23 Unit 2 2

Anglo-American Cataloging Rules

• Derive from ALA Cataloging Rules and Rules for Descriptive Cataloging (1949)

• First edition of AACR published 1967– 1st ed. does not use ISBD

• Major revision with AACR 2nd ed. (1978)– Incorporates ISBD (used since 1974)– Major rule changes for choice and form of

entry

04/22/23 Unit 2 3

AACR2 revisions

• Continuing practice of citing as AACR2, despite revisions since 1978

• Significant revisions of the 2nd edition occurred in 1988, 1998, 2002, along with minor revisions issued in the intervening years

• Expected to be replaced by Resource Description and Access (RDA) ca. 2010

04/22/23 Unit 2 4

Library of Congress Rule Interpretations (LCRIs)

• Extensive interpretation of AACR2 rules for LC and PCC catalogers

• Default guidelines for non-PCC cataloging, e.g. OCLC cataloging and non-pcc YUL cataloging

• Basis for NACO decisions for form of entry & references

• Updates quarterly• Also includes

– Decisions on optional rules in AACR2– Documentation of LC practices deviating from AACR2

04/22/23 Unit 2 5

YUL Cataloging & LCRIs

• YUL catalogers are expected to follow the rule interpretations (PCC/NACO requirement; YUL policy should not be in conflict)

• YUL catalogers are allowed to follow LC practices on a case by case basis; YUL policy overrides LC practice

04/22/23 Unit 2 6

OCLC Bibliographic Formats and Standards

• LINK:http://www.oclc.org/bibformats/en/about/

• OCLC cataloging is expected to follow AACR2 and the LCRIs (BF&S will indicate where OCLC deviates from the LCRIs)– Example: BF&S has a broader definition of a

copy

04/22/23 Unit 2 7

OCLC Bibliographic Formats and Standards & Orbis Cataloging

• Greater impact for those who catalog directly on Connexion (non-roman script cataloging)

• Orbis cataloging: use primarily for interpretation of MARC 21, including fixed fields– OCLC MARC differs from standard MARC 21; some

translation is necessary when applying to Voyager– Encoding Level: Orbis original cataloging does not

use Level i or Level k (non-roman cataloging uses Level i)

– OCLC MARC does not display $a: BF&S does not use $a in its examples; Voyager $a displays

04/22/23 Unit 2 8

Local Policies & Documentation (1)

• Local policies for YUL core– Checklist

http://www.library.yale.edu/cataloging/Orbis2Manual/coreyalechecklist.htm

– Cheat Sheethttp://www.library.yale.edu/cataloging/Orbis2Manual/COREcheat.doc

• Local policies for Authority Control workflow – CAUTION: workflow for original cataloging differs

from copy cataloging workflow– Authority Control Workflow for Catalog Librarians

http://www.library.yale.edu/cataloging/authorities/acworkflow.htm

04/22/23 Unit 2 9

Local Policies & Documentation (2)

• Local policies for series (tracing, classed together or classed separately)http://www.library.yale.edu/cataloging/documentation/seriescatworkflow.htm

• Added copies (what is a copy)http://www.library.yale.edu/cataloging/Orbis2Manual/addedcopyscope.htm

• Multipart monograph guidelineshttp://www.library.yale.edu/cataloging/Orbis2Manual/multipartworkflow.htm

04/22/23 Unit 2 10

Authority Control

• Authority control in Orbis– Validation Function– Validation Window– Only validates if an authority record is in Orbis;

complete authority file is NOT in Orbis• Available (complete) authority files:

– LCDB (use Staff searches; use macros for rapid selection of search indexes; Orbis validation function cannot be used; no time out)

– OCLC (no charge; browse indexes; short time out unless you use a NACO account)

– LC Online Authority File (the most up-to-date, very short time out)

04/22/23 Unit 2 11

Cataloger’s Desktop

• LINK:http://desktop.loc.gov/

• Access to AACR2• Access to LCRIs• Links from AACR2 to LCRIs and vice versa• Links to MARC documentation but not to OCLC

BF&S• Updated quarterly• Bookmark option for heavily used sections• Browse and Searching features

04/22/23 Unit 2 12

Organization of AACR2: Pt. 1

• Part 1: Description– Chapter 1. Basic descriptive rules– Chapter 2. Descriptive rules for books– Each chapter is organized by ISBD area (next

session)– IMPORTANT. Anything previously covered in Chapter

1 will not necessarily be reiterated in Chapter 2. (Chapter 2 is only supposed to cover those elements specific to books)

– IMPORTANT. Watch out for further elaboration via the LCRI link!

04/22/23 Unit 2 13

Organization of AACR2: Pt. 2

• Part 2. Choice and form of entry.

• Chapter 21. Choice of Access Points– How to determine the main entry– What added entries to make

• Chapters 22-25. Form of entry.– How to formulate access points for personal

names, geographic names, corporate names, & uniform titles

04/22/23 Unit 2 14

Organization of AACR2: Appendices

• Appendix A. Rules for capitalization. Rules for English, then rules for other languages that differ from the rules for English

• Appendix B. Abbreviations. Abbreviations are required in some areas but should not be used in other areas.

• Appendix C. Numerals.

• Appendix D. Glossary.

04/22/23 Unit 2 15

Local Cheat Sheets

• Cataloging at Yale/Tools & Resources: Cataloging Toolshttp://www.library.yale.edu/cataloging/toolscataids.htm

• AACR2 abbreviationshttp://www.library.yale.edu/cataloging/abbrev.htm

04/22/23 Unit 2 16

Diacritics & Macro Express

• Heavily used diacritics are mapped to the number pad (Num Lock must be on: green) [to use the pad for numbers: Ctrl <number pad> 5]

• Additional diacritics are on a menu screen evoked by pressing F12

• If a diacritic is not on the pad or F12, it has been mapped to the keyboard; consult the table on the Macro Express at Yale page

• Remember! Diacritics are now entered after the letter; aleph & ayn are NOT diacritics [continue to enter before the letter]

04/22/23 Unit 2 17

Macro Express Diacritic & Special Character File

04/22/23 Unit 2 18

Macro Express Diacritic Pop-Up Menu (F12)

04/22/23 Unit 2 19

Macro Express Diacritic Keypad Mapping

NUM LOCK must be on

/ *=double dot below: x�

-=doubletilde (firsthalf):ICtrl+-=d.t. (2ndhalf: i(

7=umlaut: u 8=acute: iAlt+8=double acute: a/

9=macron: oCtrl+9=dot midline: ·aAlt+9=breve: o

+=highcommacentered:o6Ctrl (and)+=h.c. off center: 8a

4=circumflex: aAlt+4=hacek: a

5=Tilde: o 6=Cedilla: c

1=dot below: h Alt+1=dot above: h

2=grave aAlt+2=alif: ʾACtrl+2= ayn: ʻA

3= circle below: uKAlt+3=circle above: a

Enter

0=ligature Left: aAlt+0=ligature Right: aQ

DEL

04/22/23 Unit 2 20

Diacritic Map with Languages

04/22/23 Unit 2 21

Voyager Key Map (Ctrl + e)

04/22/23 Unit 2 22

Macro Express Links

Macro Express at Yale page:http://www.library.yale.edu/cataloging/macroexpress/

macxyalehome.html

Orbis Keypad Map [Word Format]http://www.library.yale.edu/cataloging/macroexpress/

keypadmapOrbis.doc

Diacritics and Special Characters Map (with Languages)

http://www.library.yale.edu/cataloging/macroexpress/diacriticsvoy.htm

04/22/23 Unit 2 23

Expectations

• For basic original cataloging, be familiar with the non-specialist AACR2 rules & LCRIs for– General description (Chapter 1)– Description of books (Chapter 2)– Choice of access (Chapter 21)– Abbreviation & capitalization rules in the appendices

• For personal & corporate names, & uniform titles, be familiar with non-specialist application of AACR2

• For personal names & series (uniform titles) be familiar with both AACR2 & the LCRIs

• Ability to find or verify rules in AACR2/LCRIs on Cataloger’s Desktop

• All headings assigned reflect current NAR if available