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<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Like Randal I can think of one occasion
when what would normally be considered a copy-specific note went into the
bibliographic record, in this case as follows: 500 $a Recorded in all reference
sources as Anonymous, but bearing in the -– library copy the inscription “Given
by --- the Author Ao Dni 15[whatever-it-was]”. That was an unusual
example, admittedly.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Cataloguing in what was then GEAC when I
was (1995-1998) on <st1:City w:st="on"><st1:place w:st="on">Oxford</st1:place></st1:City>’s
Early Printed Books Project, we used the 852 option for copy-specific notes, which
could be opened up to a reader using the OPAC, unless specifically
hidden. I find fewer and fewer library management systems being this flexible (e.g.
in a recent hunt for a new LMS for the much smaller library I am working on
now) and regret its disappearance.<o:p></o:p></span></font></p>
<div>
<p class=MsoAutoSig><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoAutoSig><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Best regards<o:p></o:p></span></font></p>
<p class=MsoAutoSig><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoAutoSig><st1:PersonName w:st="on"><font size=2 color=navy
face=Arial><span style='font-size:10.0pt;font-family:Arial;color:navy'>Jane
Wickenden</span></font></st1:PersonName><i><font color="#333399"
face="Bodoni MT"><span style='font-family:"Bodoni MT";color:#333399;font-style:
italic'><o:p></o:p></span></font></i></p>
</div>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<div>
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color=black face="Times New Roman"><span lang=EN-US style='font-size:12.0pt;
font-family:"Times New Roman";color:windowtext'>
<hr size=2 width="100%" align=center tabindex=-1>
</span></font></div>
<p class=MsoNormal><b><font size=2 color=black face=Tahoma><span lang=EN-US
style='font-size:10.0pt;font-family:Tahoma;color:windowtext;font-weight:bold'>From:</span></font></b><font
size=2 color=black face=Tahoma><span lang=EN-US style='font-size:10.0pt;
font-family:Tahoma;color:windowtext'> dcrm-l-bounces@lib.byu.edu
[mailto:dcrm-l-bounces@lib.byu.edu] <b><span style='font-weight:bold'>On Behalf
Of </span></b>Randal Brandt<br>
<b><span style='font-weight:bold'>Sent:</span></b> 16 November 2009 21:25<br>
<b><span style='font-weight:bold'>To:</span></b> <st1:PersonName w:st="on">DCRM
Revision Group List</st1:PersonName><br>
<b><span style='font-weight:bold'>Subject:</span></b> Re: [DCRM-L] Question:
Local notes in OCLC master records</span></font><font size=3 color=black
face="Times New Roman"><span lang=EN-US style='font-size:12.0pt;font-family:
"Times New Roman";color:windowtext'><o:p></o:p></span></font></p>
</div>
<p class=MsoNormal><font size=2 color=black face=Calibri><span
style='font-size:11.0pt'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=black face=Calibri><span
style='font-size:11.0pt'>Getting back to the original question (and ignoring,
for the moment, the subsequent OCLC-RLIN tangent), I agree with Richard.
Copy-specific information is just that, copy-specific, and, as such, does not
belong in the master record. The only exception is when that copy-specific
information is used as the basis of description in the record. But, using
copy-specific information as the basis of description should only done with
great caution and cataloger's judgment.<br>
<br>
For example, an undated book with a manuscript inscription that at least puts
the date of publication in the ballpark and can be used as the basis of a
conjectural date should be included. However, the copy-specific information
*must* be clearly identified by means of the $5.<br>
<br>
260 ... ,$c [1910?] {<i><span style='font-style:italic'>or</span></i>
[before 1910] <i><span style='font-style:italic'>or</span></i> [not after
1910]}<br>
500 Date of publication conjectured from date of inscription
in Bancroft Library copy. $5 CU-BANC<br>
<br>
[Obviously, in the above example, the book would also have to exhibit other
characteristics of the early 20th century in order to use an inscription as the
basis of a date.]<br>
<br>
Another example is when the description is based on an imperfect copy and the
details of a perfect copy cannot be determined. The copy-specific imperfection
should be noted, again with $5 (see DCRM(B) 0B2.2).<br>
<br>
Randy<br>
<br>
<br>
<br>
Noble, Richard wrote: <o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'><!--[if gte mso 9]><xml>
<u1:shapedefaults u2:ext="edit" spidmax="1026"/>
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<u3:shapelayout u4:ext="edit">
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</xml><![endif]-->Quite simply, information that is inherently copy-specific,
whether or not of interest to researchers of whatever stripe, does not belong
in master records. Any record containing such information cannot be used for
copy cataloging by another institution without editing.<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'><u5:p> </u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'>I hover in
my own judgment about another class of phenomena: things about one’s own
copy that are very possibly true of other, but not necessarily all copies. In
general this will mean noting a state in some element of a copy that likely has
a variant. The latest case—in which I plumped for inclusion in a full
collation note with appended $5RPB—had to do with a sheet which had been
perfected the wrong way round. It is possible that ours was the sole copy
exhibiting this feature, but quite possible as well that it originated with
incorrect orientation of the heap of sheets to be perfected, a mistake which
the pressmen might well discover and rectify to get the remaining copies right
(without discarding the imperfectly perfected ones—it’s too
expensive to throw away that much paper, and it might be impossible at that
stage to print more copies of the other forme without having to re-set it).
Such a note can be worded so as to fit comfortably as a species of general
information in any other record; of course, when I can confirm variants from
other copies, EEBO images, etc., it becomes “some copies (e.g.
...)”. I do not include such things in anything other than quite detailed
rare-book records in which such attention to physical details is to be expected.<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'><u5:p> </u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'>I am
confident that <st1:PersonName w:st="on">Deb</st1:PersonName>orah is lining up
her sights on me, having read the preceding paragraph.<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=3 color=blue face="Times New Roman"><span
style='font-size:12.0pt;font-family:"Times New Roman";color:blue'><u5:p> </u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=blue face="Times New Roman"><span
style='font-size:10.0pt;font-family:"Times New Roman";color:blue'>RICHARD NOBLE
: RARE BOOKS CATALOGER : JOHN HAY LIBRARY : <st1:place w:st="on"><st1:PlaceName
w:st="on">BROWN</st1:PlaceName> <st1:PlaceType w:st="on">UNIVERSITY</st1:PlaceType></st1:place><br>
<st1:place w:st="on"><st1:City w:st="on">PROVIDENCE</st1:City>, <st1:State
w:st="on">RI</st1:State> <st1:PostalCode w:st="on">02912</st1:PostalCode></st1:place>
: 401-863-1187/FAX 863-2093 : <a href="mailto:RICHARD_NOBLE@BROWN.EDU">RICHARD_NOBLE@BROWN.EDU</a>
</span></font><o:p></o:p></p>
<u5:p></u5:p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'><u5:p> </u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=blue face="Bookman Old Style"><span
style='font-size:11.0pt;font-family:"Bookman Old Style";color:blue'><u5:p> </u5:p></span></font><o:p></o:p></p>
<div>
<div style='border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;
border-color:-moz-use-text-color -moz-use-text-color'>
<p class=MsoNormal><b><font size=2 color=black face=Tahoma><span
style='font-size:10.0pt;font-family:Tahoma;font-weight:bold'>From:</span></font></b><font
size=2 face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma'> <a
href="mailto:dcrm-l-bounces@lib.byu.edu">dcrm-l-bounces@lib.byu.edu</a> [<a
href="mailto:dcrm-l-bounces@lib.byu.edu">mailto:dcrm-l-bounces@lib.byu.edu</a>]
<b><span style='font-weight:bold'>On Behalf Of </span></b>Robert Maxwell<br>
<b><span style='font-weight:bold'>Sent:</span></b> Monday, November 16, 2009
2:11 PM<br>
<b><span style='font-weight:bold'>To:</span></b> <st1:PersonName w:st="on">DCRM
Revision Group List</st1:PersonName><br>
<b><span style='font-weight:bold'>Subject:</span></b> Re: [DCRM-L] Question:
Local notes in OCLC master records<u5:p></u5:p></span></font><o:p></o:p></p>
</div>
</div>
<p class=MsoNormal><u5:p><font size=2 color=black face=Calibri><span
style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Calibri><span
style='font-size:11.0pt;color:#1F497D'>I thought one of the reasons for
creating the ability to have institution records in OCLC was so that such notes
could be recorded in the institution record rather than the master record. I
gather putting such notes in the master record leaves them vulnerable to deletion
by later catalogers. At least we are advised on OCLC-CAT by OCLC personnel that
local information such as this found in master records can be deleted.<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Calibri><span
style='font-size:11.0pt;color:#1F497D'><u5:p> </u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Calibri><span
style='font-size:11.0pt;color:#1F497D'>Bob<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Calibri><span
style='font-size:11.0pt;color:#1F497D'><u5:p> </u5:p></span></font><o:p></o:p></p>
<div>
<p class=MsoNormal><font size=2 color="#1f497d" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#1F497D'>Robert L. Maxwell<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#1F497D'>Special Collections
and Ancient Languages Catalog Librarian<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#1F497D'>Genre/Form Authorities
Librarian<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#1F497D'>6728 Harold B. Lee
Library<u5:p></u5:p></span></font><o:p></o:p></p>
<p class=MsoNormal><st1:place w:st="on"><st1:PlaceName w:st="on"><font size=2
color="#1f497d" face=Arial><span style='font-size:10.0pt;font-family:Arial;
color:#1F497D'>Brigham</span></font></st1:PlaceName><font size=2
color="#1f497d" face=Arial><span style='font-size:10.0pt;font-family:Arial;
color:#1F497D'> <st1:PlaceName w:st="on">Young</st1:PlaceName> <st1:PlaceType
w:st="on">University<u5:p></u5:p></st1:PlaceType></span></font></st1:place><o:p></o:p></p>
<p class=MsoNormal><st1:place w:st="on"><st1:City w:st="on"><font size=2
color="#1f497d" face=Arial><span style='font-size:10.0pt;font-family:Arial;
color:#1F497D'>Provo</span></font></st1:City><font size=2 color="#1f497d"
face=Arial><span style='font-size:10.0pt;font-family:Arial;color:#1F497D'>, <st1:State
w:st="on">UT</st1:State> <st1:PostalCode w:st="on">84602<u5:p></u5:p></st1:PostalCode></span></font></st1:place><o:p></o:p></p>
<p class=MsoNormal><font size=2 color="#1f497d" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#1F497D'>(801)422-5568 <u5:p></u5:p></span></font><o:p></o:p></p>
</div>
<p class=MsoNormal><font size=2 color="#1f497d" face=Calibri><span
style='font-size:11.0pt;color:#1F497D'><u5:p> </u5:p></span></font><o:p></o:p></p>
<div>
<div style='border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;
border-color:-moz-use-text-color -moz-use-text-color'>
<p class=MsoNormal style='margin-left:.5in'><b><font size=2 color=black
face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma;font-weight:bold'>From:</span></font></b><font
size=2 face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma'> <a
href="mailto:dcrm-l-bounces@lib.byu.edu">dcrm-l-bounces@lib.byu.edu</a> [<a
href="mailto:dcrm-l-bounces@lib.byu.edu">mailto:dcrm-l-bounces@lib.byu.edu</a>]
<b><span style='font-weight:bold'>On Behalf Of </span></b>McCallum, Rebecca<br>
<b><span style='font-weight:bold'>Sent:</span></b> Monday, November 16, 2009
11:38 AM<br>
<b><span style='font-weight:bold'>To:</span></b> <a
href="mailto:dcrm-l@lib.byu.edu">dcrm-l@lib.byu.edu</a><br>
<b><span style='font-weight:bold'>Subject:</span></b> [DCRM-L] Question: Local
notes in OCLC master records<u5:p></u5:p></span></font><o:p></o:p></p>
</div>
</div>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>My colleagues and I are currently debating
when to add copy-specific local notes and related tracings to an OCLC master
record, and when to simply leave them in our local catalog only. <o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>At one end of the spectrum are
notes that would definitely be of interest to researchers searching in WorldCat
(eg. “500 _ _ $a Wesleyan copy: Heavily annotated and corrected by the
author. $5 CtW”). <o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>At the other end of the spectrum
are notes that would not be as useful to those outside our institution (eg. “500
_ _ $a Wesleyan copy: From the Kallir Family Collection, Given in Honor of
Barbara Kallir (Class of 1983). $5 CtW”). <o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>But what about cases in between?
We’re trying to find a balance point between providing useful information
and avoiding cluttering up OCLC records unnecessarily.<o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>Do you have parameters for when to
add a copy-specific note to an OCLC master record? If so, would you be
willing to share those guidelines? <o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>Thank you very much.<o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><u5:p><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>Rebecca McCallum<o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>Cataloging Librarian<o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><st1:place w:st="on"><st1:PlaceName
w:st="on"><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Wesleyan</span></font></st1:PlaceName>
<st1:PlaceType w:st="on">University</st1:PlaceType></st1:place><u5:p></u5:p><o:p></o:p></p>
<p class=MsoNormal style='margin-left:.5in'><st1:Street w:st="on"><st1:address
w:st="on"><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>252
Church Street</span></font></st1:address></st1:Street><u5:p></u5:p><o:p></o:p></p>
<p class=MsoNormal style='margin-left:.5in'><st1:place w:st="on"><st1:City
w:st="on"><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Middletown</span></font></st1:City>,
<st1:State w:st="on">CT</st1:State> <st1:PostalCode w:st="on">06459</st1:PostalCode></st1:place><u5:p></u5:p><o:p></o:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'>(860) 685-3839<o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal style='margin-left:.5in'><font size=2 color=black
face=Calibri><span style='font-size:11.0pt'><a
href="mailto:rmccallum@wesleyan.edu">rmccallum@wesleyan.edu</a><o:p></o:p></span></font><u5:p></u5:p></p>
<p class=MsoNormal><font size=3 color=black face="Times New Roman"><span
style='font-size:12.0pt;font-family:"Times New Roman"'><br>
<br>
<o:p></o:p></span></font></p>
<pre><font size=2 color=black face="Courier New"><span style='font-size:10.0pt'>-- <o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>__________________________<o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>Randal Brandt<o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>Principal Cataloger<o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>The Bancroft Library<o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>(510) 643-2275<o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'><a
href="mailto:rbrandt@library.berkeley.edu">rbrandt@library.berkeley.edu</a><o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'><a
href="http://bancroft.berkeley.edu">http://bancroft.berkeley.edu</a><o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>"It's hard enough to remember my opinions without <o:p></o:p></span></font></pre><pre><font
size=2 color=black face="Courier New"><span style='font-size:10.0pt'>remembering my reasons for them"--The Streets.<o:p></o:p></span></font></pre></div>
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