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Part 1:    Descriptive Cataloging & Access. 2

Required Basic Sources. 2

= Recommended Sources. 2

Special Formats and Materials. 4

MARC Format:  Basic Sources. 5

MARC Format:  Supplementary Materials. 6

 

Part 2:    Subject Analysis. 7

General 7

LC Subject Headings:  Basic Sources. 7

SEARS Subject Headings:  Basic Sources. 7

LC Subject Headings:  Supplementary Materials= . 8

LC Classification:  Basic Sources. 9

DDC:  Basic Sources. 9

DDC:  Shelflisting. 9

Classification:  Supplementary Materials= . 10

Classification: General = 10

Classification: LCC.. = 10

Classification:  DDC.. 11

 

Part 3:    Access and Authority Control 12

Basic Sources. 12


 

<= /a>Part 1: =       Descriptive Cataloging & Access

= <= o:p> 

Required Basic Sources=

Anglo-American Cataloguing Ru= les.  2d ed.  2002 rev.  Chicago:  American Library Association, 2002= .

The current national, and international, cataloging code, most commonly referred to as:  AACR2R. 

Library of Congress Rule Interpretations.  2d ed. Washington, DC:  Cataloging Distribution Service, L= ibrary of Congress, 1989-   (Loose-leaf  for updati= ng).

An accumulation of LC rule interpretations = of AACR2R .   Most commonly referred to as: LCRIs.  They  are also published in the Library = of Congress Cataloging Service Bulletin, each issue of which includes a cumulative index to the LCRIs arranged by rule number.

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= Recommended Sources

Cataloging Service Bulletin.<= /span>  Washington, DC:  Library of Congress, Collection Services. Updated quarterly, 1989-date.

Provides current information about LC catal= oging and classification practices, notification about new or revised LC catalogi= ng policies, and revised AACR2R rules.  Annual index available (see under Olson, Nancy B.)=

Olson, Nancy B.  Index to the Cataloging Service Bullet= in of the Library of Congress.  = Lake Crystal, MN:  Soldier Creek Press.  Published annually.

Detailed index to be used in conjunction wi= th LC’s  Cataloging Service Bulletin.

Carter, Ruth C.  Managing Cataloging and the Organi= zation of Information : Philosophies, Practices, and Challenges at the Onset = of the 21st Century. Binghamton, N.Y: Hawort, 2000.

Chan, Lois Mai.  Cataloging and Classification= : an Introduction.  2d ed.  New York: McGraw-Hill, 1994.

An authoritative introduction to cataloging= and classification, using Library of Congress standards and practices.

Fritz, Deborah A. Catalogin= g With AACR2R and USMARC: For Books, Computer Files, Serials, Sound Recordings, Videorecordings. Chicago, Ill.: American Library Association, 1998-  Loose-leaf= for updating.

      = ;      Discusses cataloging tools and the relationship between cataloging r= ules and MARC formats.  A useful to= ol for someone who is trying to catalog a format onedoes not routinely work with. =

Gorman, Michael.  The Concise AACR2, 1988 Revision.<= span style=3D'mso-spacerun:yes'>  Chicago:  American Library Association, 1989= .

Condensed for the beginning cataloger and f= or those who do all but specialized, detailed cataloging.  It does not replace AACR2R. Althou= gh dated, it is still a good tool to get introduced to AACR2.

Intner, Sheila S., and Jean Weihs.=   Standard Cataloging for Scho= ol and Public Libraries. 3d ed. Englewood, CO:  Libraries Unlimited, 2001.

Explores four kinds of standards (descripti= ve, subject headings, classification, computer entry protocols.)<= /p>

Joachim, Martin D.  Historical Aspects of Cataloging and Classification. New York: Haworth, 2003.

Kao, Mary Liu.   = Cataloging and Classification for Libr= ary Technicians. 2d ed. New York:  Haworth Press, 2001.

A solid introductory text with many example= s to understanding AACR2R, LCC, LCSH, Sears, and Dewey. Also available in electr= onic format as a netLibrary title.

Maxwell, Margaret F.  = Handbook for AACR2 1988 Revision:  Explaining and Illustrating the Anglo-American Cataloging Rules.  Chicago:  American Library Association, 1989= .

Provides comprehensive cataloging examples = and references to the rule interpretations of the Library of Congress (LCRIs).<= /span>

Millsap, Larry, and Terry Ellen Ferl.  Descriptive Cataloging for the AACR2R and the Integrated MARC format:  A How-To-Do-It Workbook.  Rev. ed. How-To-Do-It Manuals for Libraries, no. 77.  New York:  Neal-Schuman Publishers, 1997.

Prytherch, Raymond John.  Harrod's Librarians' Glossary: 9000 te= rms used in information management, library science, publishing, the book trade= s, and archive management.  8= th ed.  Brookfield, VT:  Ashgate Pub. Co., c1995.

Explains and defines terms and concepts, and identifies techniques and organizations.

Saye, Jerry D.  Notes in the Catalog Record:  Based on AACR2 and LC Rule Interpretations.  Chicago:  American Library Association, 1989= .

Provides many examples for formulating note= s for descriptive cataloging.

Schultz, Lois Massengale.  A Beginner's Guide to Copy Cataloging = on OCLC/PRISM.  Englewood, CO: Libraries Unlimited, 1995.

The first section focuses on very basic con= cepts of copy cataloging.  The second section provides examples of title pages and their versos; the corresponding unedited OCLC records that have been modified by the author; procedures for editing these records (e.g. correcting errors, adding/deleting fields, etc.= ); and the edited final versions of these records.  The third section includes additio= nal exercises. Also available in electronic format as a netLibrary title.<= /o:p>

Taylor, Arlene G. And David P. Miller. Wynar’s Introduction to Cataloging and Classification.  9th ed.  Englewood, CO:  Libraries Unlimited, 2000.

The classic textbook used to teach library = school students the principles of cataloging.

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Special Formats and Materials

Andrew, Paige G. and Mary Larsgaard. Maps and Related Cartographic Materials: Cataloging, Classification, and Bibliographic Control. Binghamton,= N.Y.: Haworth, 1= 999.

Bothmann, Robert. Cataloging Electronic Books. Library Resources & Technical Services, 48 (1) 2004. 12-19 =

Calhoun, Karen and John Riemer. CORC: New Tools and Possibilities for Cooperative Electronic Resource Description= . New York: Haworth= , 2001.

CONSER Cataloging Manual

Intner, Sheila S. and Sally Tseng, eds. Electronic Cataloging: AACR2 and metadata for serials and monograph= s.  New York: Haworth, 2003.

Jones, Wayne and Judith R. Ahronheim. Cataloging the Web: metadata, AACR, and MARC 21.  Lanham, Md. : Scarecrow Press, 2002= .

Mangan, Elizabeth U., ed. C= artographic Materials: A Manual of Interpretation for AACR, 2002 Revision. 2d ed. <= /span>Chicago: American Library, 2003.

Combines the latest changes in digital cartographic publishing with up-to-date examp= les, applications, and policies.

Olson, Nancy B.  Cataloging of Audiovisual Materials And Other Special Materials: A Manual Based on AACR2.  4th ed. Ed. By Sheila S. Intner and Edward Swanson.  De= Kalb, IL.: Minnesota Scholarly Press, 1998.

  = ;    Provides many examples for cataloging audiovisual materials, cartographic materials, sound recordings, videorecordings, graphic materials, computer files, internet resources, interactive multimedia, three-dimensional artefacts and realia, microforms, non-print serials, and kits.

Olson, Nancy.  Cataloging of Internet Resources: A Manual and Practical Guide. 2d ed. Dublin, Ohio, 1997.    Also availa= ble in electronic format via OLAC’s website under “Useful WebsitesR= 21; at: http://www.olacinc.org/

      = ;            Discusses bibliographic description, a= ccess, subject headings, and classification.

Online Audiovisual Catalogers, Inc., Cataloging Policy Committee, D= VD Cataloging Task Force. Guide to Cataloging DVDs Using AACR2r Chapters 7 and 9. 

= Available in electronic format via OLAC’s website at:  =  http://www.olacinc.org/capc/dvd/dvdprimer0.html

  = ;            &n= bsp;   Discusses the cataloging and descripti= on of DVD videos and DVD-ROMS and relates the respective areas of AACR2r, Chapter= s 7 and 9 with the corresponding MARC fields.

Roe, Sandra K., ed. Audio-visual catalog= ing current. New York: Haworth, 2001.

Articles on current cataloging practices for special format materials, including music and non-music sound recordings, videorecordings, remote electronic resources, three-dimensional artefacts and realia, as well as articles about subject access, genre terms, and general aspects and history= of special format cataloging.

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MARC Format:  Basic Sources

MARC 21 Concise Formats.  Prepared by Network Development and MARC Standards  Office. 2002 ed. Washington, DC: Library of Congress, 2002-   Loose-leaf for updating.

Provides MARC fields for bibliographic, authority, holdings, and classification data, and for community information. Each of these formats is also available from LC as separate and more detail= ed publications.

= MARC Standards Online.  = Available in electronic format from the Lib= rary of Congress website free of charge at: http://ww= w.loc.gov/marc/

Provides access to the concise formats for bibliographic, authority, holdings, classification, and community information, as well as to the vari= ous MARC code lists (e.g. geographic codes and place of publication codes).

OCLC. Bibliographic Formats and Standards.  3d ed.  Dublin, OH:  OCLC, 2002.  The updated version is available o= nline via the OCLC web site at: http:= //www.oclc.org/bibformats/

Integrated manual of fixed and variable MARC fields for all bibliographic formats for libraries using the OCLC cataloging utility.=

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MARC Format:  Supplementary Materials=

Byrne, Deborah J.<= span style=3D'mso-spacerun:yes'>  MARC Manual:  Understanding and Using MARC Recor= ds.  2d ed. Englewood, CO:&n= bsp; Libraries Unlimited, 1998.

Detailed and technical description of the development, structure, coding, storage media and uses of MARC records.  Includes bibliographic, authority = and holdings format. Also available in electronic format as a nteLibrary title.=

Olson, Nancy B.  A Cataloger's Guide to MARC Coding and Tagging for Audio-Visual Materials.&nb= sp; Dekalb, IL: Minnesota Scholarly Press, 1993.

Provides examples of bibliographic records with appropriate MARC codes and tags.  Includes actual MARC records for a wide variety of audio-visual materials.

Weitz, Jay.  Music Coding and Tagging: MARC Content Designation for Scores and Sound Recordings. 2d = ed. Lake Crystal, MN: Soldier Creek Press, 2001.

Shows and explains content designation for = the major cataloging utilities,  O= CLC, RLIN, and WLN.


 

<= /a>Part 2: =       Subject Analysis=

= <= o:p> 

General<= span style=3D'font-size:14.0pt;mso-bidi-font-size:10.0pt;letter-spacing:-.15pt; font-weight:normal'>

Ferguson, Bobby. Subject Analysis: Blitz Cataloging Workbook.  Englewood, Colo.: Libraries Unlimited,= 1998.

  = ;         Provides problems and exercises for us= ing LCC, LCSH, DDC, and Sears.

Olson, Hope A., John J. Boll, and Aluri Rao= . Subject Analysis in Online Catalogs. Englewood, Colo.: Libraries Unlimited, 2001.

&= nbsp;

LC Subject Headings:  Basic Sources

Library of Congress Subject Headings.  4 vols. Washington, DC:  Library of Congress, Cataloging Po= licy and Support Office, Collections Services.   Updated annually.  

The authoritative thesaurus of LC subject headings, most often referred to as: LCSH.

Free-Floating Subdivisions:  An Alphabetical Index.  Washington, DC:  Library of Congress, Subject Catal= oging Division, Cataloging Distribution Service. Updated annually.

An alphabetical listing of “free-floating” subdivisions, providing reference numbers to LC’s Subject Cataloging Manual: Subject Headings.  (See entry below.)

LC Period Subdivisions Under = Names of Places.  5th ed.  Washington DC: Library of Congress, Of= fice for Subject Cataloging Policy, Cataloging Distribution Service, 1995.<= /o:p>

Subject Headings for Children= :  A List of Subject Headings Used by= the Library of Congress with Dewey Numbers Added.  Edited by Lois Winkel.  Albany, NY:&nbs= p; Forest Press, 1993.

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SEARS Subject Headings:  Basic Sources

Sears List of Subject Heading= s.  15th ed.  Edited by Martha T. Mooney.  New York:  H.W. Wilson,   1994.

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LC Subject Headings:  Supplementary Materials=

Chan, Lois Mai.  Library of Congress Subject Headings:  Principles and Application.  3d ed.  Englewood, CO: Libraries Unlimited, 19= 95.

An authoritative tool in understanding and = using LCSH.

Chan, Lois Mai.  Library of Congress Subject Headings:  Principles of Struc= ture and Policies for Application.  Washington, DC:  Library of Congress, Cataloging Distribution Service, 1990.

A concise introductory text.

Ferl, Terry Ellen, and Larry Millsap.  Subject Cataloging:  A How-To-Do-It Workbook.  New York: Neal-Schuman, 1991.

Provides 22 examples with corresponding explanations.  Covers the assi= gning of LC subject headings, LC and Dewey class numbers, and MARC tagging.

Fountain, Joanna F.  Headings for Children’s Material= s: an LCSH/Sears Companion.  Englewood, CO:  Libraries Unlimited, 1993.

Helpful when switching from Sears to LCSH.<= span style=3D'mso-spacerun:yes'>  Provides a thesaurus of LC, AC (Annotated Card Program) and Sears terms.

Intner, Sheila S.  Standard Cataloging for School and Pub= lic Libraries.  3rd ed  Englewood, CO: Libraries Unlimited, 2001.

Explores four kinds of standards (descripti= ve, subject headings, classification, computer entry protocols)

Olderr, Steven.  Olderr's Fiction Subject Headings:  A Supplement and Guide to the LC T= hesaurus.  Chicago:  American Library Association, 1991= .

A thesaurus developed with the purpose of supplementing and explaining the LCSH and providing subject headings which = may be used with works of fiction.

Studwell, William E.  = Library of Congress Subject Headings:<= span style=3D'mso-spacerun:yes'>  Philosophy, Practice, and Prospect= s.  Binghamton, = NY:  Haworth Press, 1990.

A general discussion of the philosophy and application of LC subject headings.

Subject Cataloging Manual: Su= bject Headings.  5th ed.  Washington, DC: Library of Congress, Cataloging Distribution Service, 1996-&nbs= p; Loose-leaf for updating.

Reflects current LC policies of applying LC= SH.

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LC Classification:  Basic Sources

LC Classification Outline. &nbs= p; Washington, = DC:&n= bsp; Library of Congress, Subject Cataloging Division.  Updated periodically.

Library of Congress Classific= ation Schedules.  (A-Z). Washington, DC:  Library of Congress, Customer Serv= ices Section.  Periodically updated= by

Also available on microfiche, and most rece= ntly via subscription as:

Library of Congress Classification Web.  Cf. http://clas= sweb.loc.gov/

 

DDC:  Basic Sources

Dewey Decimal Classification = and Relative Index.  22nd ed.  4 vols. Dubl= in, Ohio: OCLC Online Computer Library Center, 2003.<= /o:p>

WebDewey.  The online version (also in abridged form) available via OCLC at:  http://= www.oclc.org/dewey/versions/webdewey/default.htm  (subscription required)=

      = ;      “Offers easy-to-use, World Wide Web-based access to the Dewey Decimal Classification (DDC) and related information, with searching and browsing capabilities; Library of Congress Subject Headings (LCSH) intellectually and statistically mapped to Dewey numbers; and links from the mapped LCSH to the corresponding LCSH authority records. You can also add your own notes to WebDewey and display them in context, which allows you to both record valua= ble information about local classification practices and have it available for ready reference” [Quoted from introductory  page]

Abridged Dewey Decimal Classification and Relative Index:  Devised by Melvil Dewey.  12th ed.  Edited by John P. Comaromi [et al.= ]  Albany, NY:  <= st1:place w:st=3D"on">Forest Press, 1990.

 

DDC:  Shelflisting=

Cutter, Charles A.  Cutter-Sanborn Three-Figure Author Tab= le.  Swanson-Swift Revision.  Chicopee, MA:  Distributed by H. R. Hunting Co., 1969.  Available from Libraries Unlimited.


 

Classification:  Supplementary Materials=

Classification: Gener= al

Classification of Library Materials:  Current and Future Potential for Providing Access.  Edited by Betty G. Bengtson.  New York:  Neal-Schuman, 1990.

Stresses the importance of classification, = its potential role in online catalogs to enhance information retrieval, and the problems of dealing with changes in classification schemes are the recurrent themes addressed by the contributors.

Marcella, Rita, and Arthur Maltby, eds. The future of classification.&= nbsp; Brookfield, = VT: Gower, 2000.

      = ;      Includes essays on various aspects of classification and classification systems such as DDC. LCC, and UDC. <= /o:p>

Marcella, Rita, and Robert Newton.=   A New Manual of Classificati= on.  Brookfield, VT: Gower, 1994. 

  = ;            &n= bsp;     A general discussion of the theory and application of major classification systems.

 <= /o:p>

Classification: LCC

Chan, Lois Mai. A Guide to = the Library of Congress Classification. 5th ed. Englewood, Colo.= : Libraries Unlimited, 1999.

  = ;            &n= bsp;    Provides a comprehensive introduction to the history, principles, and application of= the LCC, including an in-depth discussion of the use of the individual schedules and tables.

Saye, Jerry D.  Manheimer's Cataloging and Classificat= ion.  4th ed.  New York: Marcel Dekker, 1999.  Also available in electronic forma= t as a netLibrary title.

Self-instructional exercises for students o= f the cataloging and classification process.

Subject Cataloging Manual: Classification.  Washington, DC: Library of Congress, Cataloging Distribution Service, 1992-    Loose-leaf for updatin= g.

Provides guidelines for the construction of= the classification portion of the LC call number.

Subject Cataloging Manual:  Shelflisting.  Washington, DC: Library of Congress, Cataloging Distribution Service, 1992-   Loose-leaf for updating.

Prepared for catalogers at LC, this manual outlines LC's practice concerning the format and shelflisting of call numbe= rs.

USMARC Format for Classificat= ion Data.  Washington, DC:  Library of Congress, Network Devel= opment and MARC Standards Office, Cataloging Distribution Service, 1990-  Loose-leaf for updating.

Wynar, Bohdan S.  Introduction to Cataloging and Classification.  9th ed. by Arlene G. Taylor.  Englewood, CO: Libraries Unlimited, 20= 00.

A general textbook for library school stude= nts, teaching the principles of cataloging, including subject analysis (LCSH, Se= ars, LCC, and Dewey).

 

C= lassification:  DDC

Bloomberg, Marty, and Hans Weber.&= nbsp; An Introduction to Classific= ation and Number Building in Dewey.  Littleton, <= st1:State w:st=3D"on">CO:&n= bsp; Libraries Unlimited, 1976.

Although dated, provides an excellent overv= iew of the principles and application of DDC and its classes.

Chan, Lois Mai, John P. Comaromi, and Mohinderp Satija.  Dewey Decimal Classification : A Practical Guide.  2d ed., rev. for DDC 21.  Albany, NY:  <= st1:place w:st=3D"on">Forest Press, 1996.

A detailed, authoritative textbook on the u= se of DDC 21.

Davis, Sydney W.  DDC 20 Workbook:  A Practical Introduction to the Dewey Decimal Classification.  Revised North American ed. Albany, NY:  Forest Press, 1992.

Includes practical exercises.

Davis, Sydney W.  Abridged 13 Workbook for Small Libraries Using Abridged Dewey Decimal Classification (Edition 13).  Albany, NY: Forest Press, 1997.

An excellent workbook with exercises= .

Haynes, Kathleen J.M.  Cataloging and Classification for = the Small Library.  2d ed. rev. and enl. Santa Fe:  New Mexico State Library, 1993.

A workbook "designed to be a self-paced learning experience."

Miller, Rosalind E., and Jane C. Terwillegar.  Commonsense Cataloging:  A Cataloger's Man= ual.  4th ed. rev.  New York:  H. W. Wilson, 1990.

A general discussion of all aspects of cataloging, including DDC classification..

Mortimer, Mary. Learn Dewey= Decimal Classification (Edition 21). Lanham, Md.: Docmatrix, 2000.


 

<= /a>Part 3: =       Access and Authority Control=

= <= o:p> 

Basic Sources

 

Library of Congress Authorities Online available free of charge at:

      &nbs