CC:DA REPORT
ALA MIDWINTER MEETING
JAN 19 & 21, 2002

• Task Force on Alpha Prototype of Reorganized Part One: http://www.ala.org/alcts/organization/ccs/ccda/tf-alph1.html

• Task Force on the Review of ISBD(CR): http://www.ala.org/alcts/organization/ccs/ccda/tf-alph1.html

• Task Force on the Review of Revising AACR2 to Accommodate Seriality: Rule Revision Proposals: http://www.ala.org/alcts/organization/ccs/ccda/tf-serr1.html

• Task Force on an Appendix of Major and Minor Changes: http://www.ala.org/alcts/organization/ccs/ccda/tf-appx1.html

• Task Force on Specific Characteristics of Electronic Resources: http://www.ala.org/alcts/organization/ccs/ccda/tf-scer1.html

• Task Force on the Rule of Three: http://www.ala.org/alcts/organization/ccs/ccda/tf-r3a.html

• USPS delivery to the LC has been suspended since Oct. 17, 2001. No firm date for resumption of receipt of US mail has been set.

• The Feb. 2002 upgrade to Voyager (LC's ILS) will not include vernacular display of JACKPHY characters nor access to authority records. LC expects to make full MARC 21 authority records for name and subject headings available in its Web OPAC in Spring 2002.

• LC is working with Endeavor to improve performance of the system to enable expansion of public access to the OPAC (i.e., add more ports).

• Next amendments package to AACR (due July 2002) will include revisions of chapters 3 and 12. LC is targeting Sept. 1, 2002 to implement these changes and their accompanying rule interpretations.

July 2002 is release date for revised AACR: the text will be in 8 1/2 x 11" format in a 5-hole binder; index will be completely revised. From now on, updates will be issued as replacement pages. Considering making replacement pages available as hard copy from the publisher or as down loadable PDF files. CC:DA raised several concerns about the new format and updates. Among other things, suggested ALA consult with LC's CDS to become familiar with how a loose-leaf publication service works. Expressed disappointment that the 2002 update will not be released until after ALA Annual. Also recommended that AACR2-e be dropped as an available product as it has developed no market acceptance.

JSC Report by Matthew Beacom

• Major revisions to chapters 3 and 12 are on schedule for publication in the 2002 AACR.

• A "conceptual chapter" draft is being written by the British Library and the Library Association and will include Tillet's paper on the principles of AACR.

• JSC has formed a Format Variation Working Group to explore whether the rules allow for explicit display of work and expression relationships and to prepare rule revision proposals to incorporate FRBR terminology in AACR.

• JSC has not reached a consensus on whether the Appendix of Major Changes submitted by CC:DA should be added to the rules. Asked that the task force suspend work until JSC discusses it at their May meeting.

• JSC has not had time to consider the proposals included in the report from the Task Force on Specific Characteristics of Electronic Resources.

• In response to the report from the Task Force on Alpha Prototype of Reorganized Part One JSC asked ALA to undertake a major editorial review of Part I to help clear up inconsistencies in rules across chapters. CC:DA voted to form a new task force and a charge has been drafted. (Task Force on Consistency across Part I of AACR2: http://www.ala.org/alcts/organization/ccs/ccda/tf-con0.html)

• JSC asked ALA to withdraw proposal for 9.7B17, Summary Examples. Agreed examples belong in chapter 12, not chapter 9. CC:DA voted to withdraw the proposal. Adam Schiff resubmitted the examples for inclusion in the corresponding rule in Chapter 12 on 24 January 2002 (http://www.ala.org/alcts/organization/ccs/ccda/schiff3.pdf} CC:DA voted 8-0 to accept the proposal, 29 January 2002.

• JSC asked ALA to withdraw proposal for 24.1C, Changes of Name. Most of the text for this proposal comes from LCRI 24.2; JSC believes it should remain as a RI. CC:DA voted to withdraw the proposal.

• JSC asked ALA to withdraw proposal for 1.2B3, Edition Statements. JSC suggested there should be a more thorough review of Area 2 throughout the rules. CC:DA voted to withdraw the proposal.

• CCC proposed a new footnote to 24.20C to allow for the addition of dates or names to a head of government acting in a official capacity who is not also a head of state (e.g., Canadian prime ministers). JSC is considering the proposal and how it may be expanded to governments beyond Canada and other Commonwealth countries.

• JSC has not made a decision regarding the rule revision proposals submitted by the task force to make the "rule of three" optional. JSC thinks a complete revision of Chapter 21 is needed and they will charge a group to do the work.

• LC is drafting rule proposals regarding seriality of multiparts and basing the description on the earliest part.

• During next JSC meeting (May 2002) will discuss major outstanding initiatives, including the introductory chapter, the revision of rule 0.24 to accommodate variation in formats, incorporation of FRBR terminology and concepts throughout the code, reorganization of the code per recommendations in the Delsey logical analysis, and the function of the GMD.

Michael Chopey summarized the ISO Harmonization task force report (http://www.ala.org/alcts/organization/ccs/ccda/tf-iso1.html). CC:DA voted to approve the report and forward the rule revision proposal to JSC. Proposal lists all places where metric units are used in AACR and recommends these be treated as symbols instead of abbreviations.

John Attig submitted revisions to "How to Submit a Rule Change Proposal to CC:DA (http://www.ala.org/alcts/organization/ccs/ccda/webmast1.pdf). CC:DA accepted them with a few changes.

Adam Schiff submitted revisions to CC:DA Procedures (http://www.ala.org/alcts/organization/ccs/ccda/schiff2.pdf). CC:DA accepted them with a few changes.

Brian McCafferty presented a rule revision proposal to 7.0B (http://www.ala.org/alcts/organization/ccs/ccda/mrc1.pdf). CC:DA voted to send it back to ALCTS Media Resources Committee for further work.

Ann Caldwell presented a rule revision proposal to 26.3A6 to bring LCRI content into the rules (http://www.ala.org/alcts/organization/ccs/ccda/pcc1.pdf). CC:DA voted to send it back to the PCC Standing Committee on Standards for further work.

Mark Watson gave a summary of MARBI proposals considered at Midwinter and noted that approved changes will be implemented late Fall 2002. Also noted there is a now a link on the MARC homepage to Functional Analysis of the MARC 21 Bibliographic and Holdings Formats by Tom Delsey (http://www.loc.gov/marc/marc-functional-analysis/home.html)

• Proposal No. 2002-01: Definition of subfield $u in field 670 in the MARC 21 authority format (http://lcweb.loc.gov/marc/marbi/2002/2002-01.html): approved.

• Proposal No. 2002-02: Definition of subfield $u, $y, and $3 in fields 508 and 511 of the MARC 21 bibliographic format (http://lcweb.loc.gov/marc/marbi/2002/2002-02.html): rejected.

• Proposal No. 2002-03: Expanding field 046 for other dates in the MARC 21 bibliographic format (http://lcweb.loc.gov/marc/marbi/2002/2002-03.html): approved with amendments.

• Proposal No. 2002-04: Definition of $p in fields 853-855 of MARC 21 holdings format (http://lcweb.loc.gov/marc/marbi/2002/2002-04.html): approved.

• Proposal No. 2002-05: Expansion of regularity pattern coding in fields 853-855 subfield $y in the MARC 21 holdings format (http://lcweb.loc.gov/marc/marbi/2002/2002-05.html): approved.

• Proposal No. 2002-06: Changes in field 008 in the MARC 21 holdings format (http://lcweb.loc.gov/marc/marbi/2002/2002-06.html): tabled.

• Proposal No. 2002-07: Definition of additional second indicator values for specific subject systems in field 655 in the MARC 21 bibliographic format (http://lcweb.loc.gov/marc/marbi/2002/2002-07.html): approved.

• Proposal No. 2002-08: Making the first indicator value 0 obsolete in field 052 of the MARC 21 bibliographic and authority formats (http://lcweb.loc.gov/marc/marbi/2002/2002-08.html): approved.

• Proposal No. 2002-09: Encoding variable length coordinate formats in field 034 in the MARC 21 bibliographic format (http://lcweb.loc.gov/marc/marbi/2002/2002-09.html): approved.

IFLA has set up a new task force on the promotion, maintenance and understanding of FRBR.

There will be a workshop on the revised Chapter 12 at ALA Annual 2002 in Atlanta, tentatively scheduled for Monday, June 17th, from 1:30 to 5:30 p.m.

Additional documents of interest

Functional Requirements for Bibliographic Records by IFLA Study Group on the Functional Requirements for Bibliographic Records: http://www.ifla.org/VII/s13/frbr/frbr.pdf

Logical Structure of the Anglo-American Cataloguing Rules by Tom Delsey: http://www.nlc-bnc.ca/jsc/aacr.pdf and http://www.nlc-bnc.ca/jsc/aacr2.pdf

GMD in the 21st Century by Jean Weihs: http://ublib.buffalo.edu/libraries/units/cts/olac/capc/gmd.html

Submitted to ARLIS CAC by Anne Champagne, Jan. 29, 2002
achampagne@artic.edu