<html><body><div style="font-family: Times New Roman; font-size: 12pt; color: #000000"><div>All,</div><div><br></div><div>I've composed a short response cribbing from everyone's messages. Please feel free to edit - if I hear nothing, I will send to Cynthia on Friday. Thanks, Annie<br></div><div><br></div><div><p style="margin: 0px;">Dear Cynthia,</p><p style="margin: 0px;"><br></p><p style="margin: 0px;">Thank you for consulting BIBCO members about this important discussion. Francis Lapka posed your questions to the DCRM listserv and there were several comments mostly related to the potential (and worrisome) merger of records with different places of publication.</p><p style="margin: 0px;"><br></p><p style="margin: 0px;">We have a preference for: <span style="text-indent: -0.25in; font-size: 12pt;">A)</span><span style="text-indent: -0.25in; font-size: 7pt;"> </span><span style="text-indent: -0.25in; font-size: 12pt; background-color: rgb(253, 253, 253);">Continue with the current policy, and require different WorldCat records for different places of publication.</span></p><p style="margin: 0px;"><span style="text-indent: -0.25in; font-size: 12pt; background-color: rgb(253, 253, 253);"><br></span></p><p style="margin: 0px;">The reasoning has to do with the fact that <span style="background: #FDFDFD;">many of our Special Collections records are not coded as bdrb, dcrb or dcrm[x] and fall after the cut-off date to be considered rare (1830). For instance, The Folger Library has materials in their vaults related to Shakespeare from Shakespeare’s time up to the present. Americana collections of any depth will not be protected by the 1830 cut-off date.</span></p><p style="margin: 0px;"><span style="background: #FDFDFD;"><br></span></p><p style="margin: 0px;"><span style="background: #FDFDFD;">The place of publication signals a particular manifestation and we would not want those records to be merged based on the assumption that the recording of place in a 260 was done based on changing rules or on cataloger’s judgment. </span></p><p style="margin: 0px;"><span style="background: #FDFDFD;"><br></span></p><p style="margin: 0px;"><span style="background: #FDFDFD;">Editions published in different places really can be different editions. They may have many textual differences that are not indicated at all on the title page. The difference in imprint may be the only clue in the catalog record that they are not the same text.</span><span class="apple-converted-space"> </span> </p><p style="margin: 0px;"><br></p><p style="margin: 0px;"><span style="background: #FDFDFD;">Consider, for example, the Harry Potter books. These editions were very different based on whether they were published in the UK or in the US.</span></p><p style="margin: 0px;"><span style="background: #FDFDFD;"><br></span></p><p style="margin: 0px;"><span style="background: #FDFDFD;"> </span></p><p style="background-color: #fdfdfd; margin: 0px; background-position: initial initial; background-repeat: initial initial;"><span style="background-position: initial initial; background-repeat: initial initial;">Again, thank you for including us in your conversation,</span></p><p style="background-color: #fdfdfd; margin: 0px; background-position: initial initial; background-repeat: initial initial;"><span style="background-position: initial initial; background-repeat: initial initial;"><br></span></p><p style="background-color: #fdfdfd; margin: 0px;"><span style="font-size: 12pt; color: #254061;">DCRM community</span><span style="font-size: 12pt;"></span></p></div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><hr id="zwchr"><div style="color:#000;font-weight:normal;font-style:normal;text-decoration:none;font-family:Helvetica,Arial,sans-serif;font-size:12pt;"><b>From: </b>"Francis Lapka" <francis.lapka@yale.edu><br><b>To: </b>"DCRM Users' Group" <dcrm-l@lib.byu.edu><br><b>Sent: </b>Tuesday, November 12, 2013 9:36:52 AM<br><b>Subject: </b>Re: [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication<br><div><br></div>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I’m leaving town in 24 hours, so I’d prefer to defer to someone else.</span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Francis</span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> dcrm-l-bounces@lib.byu.edu [mailto:dcrm-l-bounces@lib.byu.edu]
<b>On Behalf Of </b>ANN W. COPELAND<br>
<b>Sent:</b> Tuesday, November 12, 2013 9:16 AM<br>
<b>To:</b> DCRM Users' Group<br>
<b>Subject:</b> Re: [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication</span></p>
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<p class="MsoNormal"><span style="color:black">Yes, I do think it would be worth making a response, especially since they are asking. Francis, are you willing to pull from the messages below and draft something this week?</span></p>
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<p class="MsoNormal"><span style="color:black"> </span></p>
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<p class="MsoNormal"><span style="color:black">Annie Copeland</span></p>
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<p class="MsoNormal"><span style="color:black">Penn State</span></p>
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<p class="MsoNormal"><b><span style="font-family:"Helvetica","sans-serif";color:black">From:
</span></b><span style="font-family:"Helvetica","sans-serif";color:black">"Francis Lapka" <<a href="mailto:francis.lapka@yale.edu" target="_blank">francis.lapka@yale.edu</a>><br>
<b>To: </b>"DCRM Users' Group" <<a href="mailto:dcrm-l@lib.byu.edu" target="_blank">dcrm-l@lib.byu.edu</a>><br>
<b>Sent: </b>Monday, November 11, 2013 4:22:48 PM<br>
<b>Subject: </b>Re: [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication</span></p>
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<p class="MsoNormal"><span style="font-family:"Helvetica","sans-serif";color:black"> </span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Cynthia Whitacre (OCLC) asked for comments by November 15. Is this issue of sufficient concern to merit a collective (RBMS?) response?</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Francis</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><span style="color:black"></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">
<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">dcrm-l-bounces@lib.byu.edu</a> [<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">mailto:dcrm-l-bounces@lib.byu.edu</a>]
<b>On Behalf Of </b>Noble, Richard<br>
<b>Sent:</b> Friday, November 01, 2013 5:01 PM<br>
<b>To:</b> DCRM Users' Group<br>
<b>Subject:</b> Re: [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:black">Re Erin's post below and OCLC's remark: "</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#500050">In the past, when the same content was published in two countries (UK publication and US publication for example), it often came out at different times and may have had bibliographic
significance. We are not so certain that is the case today."</span><span style="color:black"></span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:black"> </span><span style="color:black"></span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:black">Though the dcrm... codes may mean what they mean, might it not be possible, given the close correspondence of full rda and DCRM treatment, to invoke the code as protection from unwarranted
conflation--as if what it actually signifies is "We mean <i>this</i> manifestation, not
<i>that</i> one, darn it!"</span><span style="color:black"></span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:black"> </span><span style="color:black"></span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:black">It can be significant even with popular titles. Think of the silent editing that sometimes goes on between UK and US editions--e.g. most famously, in recent times, editions of the
Harry Potter books. OCLC love lowering their expectations of users, as an opportunity to coarsen the database that
<i>claims</i> to be a "World"Cat. If you think you know what they want, why should they know otherwise?</span><span style="color:black"></span></p>
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</span></p>
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<p class="MsoNormal"><span style="font-family:"Courier New";color:black">RICHARD NOBLE :: RARE MATERIALS CATALOGUER :: JOHN HAY LIBRARY</span><span style="color:black"></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Courier New";color:black">BROWN UNIVERSITY :: PROVIDENCE, R.I. 02912 :: 401-863-1187</span><span style="color:black"></span></p>
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<p class="MsoNormal"><span style="font-family:"Courier New";color:black"><</span><span style="color:black"><a href="mailto:RICHARD_NOBLE@BROWN.EDU" target="_blank"><span style="font-family:"Courier New"">Richard_Noble@Br</span></a></span><span style="font-family:"Courier New";color:black"><a href="http://own.edu" target="_blank">own.edu</a>></span><span style="color:black"></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="color:black"> </span></p>
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<p class="MsoNormal"><span style="color:black">On Fri, Nov 1, 2013 at 4:01 PM, Erin Blake <<a href="mailto:EBlake@folger.edu" target="_blank">EBlake@folger.edu</a>> wrote:</span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="color:black">Same here (though I'm at home with a cold, so this is only my opinion: haven't canvassed the rest of the Folger). It's not the "rare" that makes precision important for our post-1830
material, it's the "special" -- for example, we have Shakespeare's dog : a novel / by Leon Rooke in the vault even though it's a popular novel first published in 1983. It's the Folger's mission to preserve and provide scholarly access to material from Shakespeare's
era and Shakespeare-related material to the present day.<br>
<br>
Because RDA does away with AACR2's mandatory abbreviations and silent omissions, we're comfortable using it instead of dcrmb for mass-produced books, but it does mean that we'll be using a code that would not signal "rare" to OCLC.<br>
<br>
Erin.<br>
<br>
----------------<br>
Erin C. Blake, Ph.D. | Interim Head of Collection Information Services and Cataloging | Folger Shakespeare Library | 201 E. Capitol St. SE, Washington, DC, 20009 | <a href="mailto:eblake@folger.edu" target="_blank">eblake@folger.edu</a> | office tel.
<a href="tel:%2B1%20202-675-0323" target="_blank">+1 202-675-0323</a> | fax <a href="tel:%2B1%20202-675-0328" target="_blank">
+1 202-675-0328</a> | <a href="http://www.folger.edu" target="_blank">www.folger.edu</a></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><span style="color:black"></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">
<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">dcrm-l-bounces@lib.byu.edu</a> [<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">mailto:dcrm-l-bounces@lib.byu.edu</a>]
<b>On Behalf Of </b>Sprochi, Amanda K.<br>
<b>Sent:</b> Friday, November 01, 2013 1:39 PM<br>
<b>To:</b> DCRM Users' Group<br>
<b>Subject:</b> Re: [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:#1F497D">I would agree. Also, the 1830 cut off date does not reflect Americana.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">New records here for rare materials will have the correct $e for rare materials cataloging but our older records certainly don’t and we wouldn’t want those merged in OCLC under the rules proposed here.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">aks</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">Amanda K. Sprochi<br>
Health Sciences Cataloger<br>
J. Otto Lottes Health Sciences Library<br>
106 HSL<br>
1 Hospital Dr.<br>
Columbia, MO 65212<br>
(573) 882-0461<br>
<a href="https://mail.umsystem.edu/owa/redir.aspx?C=aafaFEkPV0OTrJpeJzmhM857Owq9T9AIHDnpKT52OGrQCzbxtOI4FdaFyt6P_RfGRg-ypRZ411A.&URL=mailto%3asprochia%40health.missouri.edu" target="_blank">sprochia@health.missouri.edu</a></span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">
<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">dcrm-l-bounces@lib.byu.edu</a> [<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">mailto:dcrm-l-bounces@lib.byu.edu</a>]
<b>On Behalf Of </b>Margaret F. Nichols<br>
<b>Sent:</b> Friday, November 01, 2013 11:19 AM<br>
<b>To:</b> DCRM Users' Group<br>
<b>Subject:</b> Re: [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:#1F497D">FWIW: my supervisor in the Library’s cataloging dept. asked for feedback on this thread, so here’s what I wrote:</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">My own preference would be for option A) (continuing with the current policy). The distinction between “rare” and “non-rare” materials is a slippery one, since as time goes on, materials that are not currently
considered rare will become rare. Also, there are plenty of works that are post-1830 and may not have been cataloged using rare book rules (so they don’t have 040 $e bdrb, dcrb, or dcrmb), but that are of great rarity and/or historical significance, so that
the distinction between editions published in different places will still matter very much to a lot of researchers. One example might be different editions of Joyce’s Ulysses.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Another consideration is that editions published in different places really are different editions. They may have many textual differences that are not indicated at all on the title page. The difference in imprint
may be the only clue in the catalog record that they are not the same text. </span>
<span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I don’t feel confident about rendering a verdict concerning e-resources, but I do think that the argument that their place of publication should be disregarded because “</span><span style="color:black">Records
for remote electronic resources, are often created by content providers through automated means, and careful checking of the actual publication is often not done; thus the accuracy of place of publication may be meaningless in many records for electronic resources”
</span><span style="color:#254061">is weak. If the content providers are sloppy about place of publication, that’s a good reason for them to clean up their act, not a good reason for us to muck things up further by ignoring place of publication altogether.
</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#254061"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#254061">My two cents,</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#254061"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#254061">Margaret</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">___________________________________</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Margaret F. Nichols</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Rare Materials Cataloging Coordinator</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cataloging & Metadata Services in RMC</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">2B Kroch Library</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cornell University</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Ithaca, NY 14853-5302</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Tel. (607) 255-3530 * E-mail <a href="mailto:mnr1@cornell.edu" target="_blank">
mnr1@cornell.edu</a></span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> Sotelo, Aislinn [<a href="mailto:asotelo@ucsd.edu" target="_blank">mailto:asotelo@ucsd.edu</a>]
<br>
<b>Sent:</b> Thursday, October 31, 2013 6:37 PM<br>
<b>To:</b> DCRM Revision Group List (<a href="mailto:dcrm-l@lib.byu.edu" target="_blank">dcrm-l@lib.byu.edu</a>)<br>
<b>Subject:</b> [DCRM-L] FW: OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">See the below messages.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I had the same question as Francis when I saw this message and I’m interested to hear other people’s thoughts about this.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I know that at my institution many of our Special Collections records are not coded as bdrb, dcrb or dcrm[x] and fall after the cut-off date to be considered rare, yet records that accurately represent their
publication information is nonetheless important. </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Aislinn </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><b><span style="color:#4A4183">Aislinn Sotelo</span></b><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#403152"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#8181FF">Head, Special Collections Technical Services |The Library | UC San Diego |
</span><span style="font-size:10.0pt;font-family:Wingdings;color:#4A4183">(</span><span style="font-size:10.0pt;color:#8181FF"> 858-534-6766 |
</span><span style="font-size:10.0pt;font-family:Wingdings;color:#4A4183">*</span><span style="color:#403152">
</span><span style="color:#404040"><a href="mailto:asotelo@ucsd.edu" target="_blank"><span style="font-size:10.0pt">asotelo@ucsd.edu</span></a></span><span style="font-family:"Garamond","serif";color:#8181FF">
</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> Program for Cooperative Cataloging [<a href="mailto:BIBCO@LISTSERV.LOC.GOV" target="_blank">mailto:BIBCO@LISTSERV.LOC.GOV</a>]
<b>On Behalf Of </b>Whitacre,Cynthia<br>
<b>Sent:</b> Tuesday, October 29, 2013 10:31 AM<br>
<b>To:</b> <a href="mailto:BIBCO@LISTSERV.LOC.GOV" target="_blank">BIBCO@LISTSERV.LOC.GOV</a><br>
<b>Subject:</b> Re: [BIBCO] OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Hello Francis:</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">That’s an excellent question. </span>
<span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Currently we protect and do not merge based on both date of publication criteria and/or coding in the 040 subfield e to define “rare”.
</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Dates:</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">For cartographic materials, anything pre-1900 is considered rare (based on the recommendation of MAGIRT).
</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">For all other materials, it is pre-1830.
</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">The codes in 040 subfield e that would prevent us from merging are:</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">bdrb or dcrb or dcrm[x] (i.e., any $e code beginning with the letters dcrm)</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">We’d welcome input on this criteria also. If there are other codes we ought to add to this list to define “rare”, please let us know!</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cynthia</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cynthia M. Whitacre</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Manager, WorldCat Quality & Partner Content Dept.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">OCLC</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">800-848-5878, ext. 6183</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:whitacrc@oclc.org" target="_blank">whitacrc@oclc.org</a></span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> Lapka, Francis [<a href="mailto:francis.lapka@yale.edu" target="_blank">mailto:francis.lapka@yale.edu</a>]
<br>
<b>Sent:</b> Tuesday, October 29, 2013 11:25 AM<br>
<b>To:</b> Program for Cooperative Cataloging<br>
<b>Cc:</b> Whitacre,Cynthia<br>
<b>Subject:</b> RE: OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cynthia,</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">As you note, “</span><span style="color:black">Distinctions like this will continue to matter for rare books.</span><span style="color:#1F497D">”
</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">For option B—</span><span style="color:black">Modify the current policy to allow the merging of records (and matching of records) with different places of publication for
<b>non-rare materials</b> if everything else matches</span><span style="color:#1F497D">)—how would OCLC define “non-rare materials”?</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks,</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Francis</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">_________________________________</span><span style="color:black"></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Francis Lapka, Catalog Librarian</span></b><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Yale Center for British Art, Department of Rare Books and Manuscripts</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">1080 Chapel Street, PO Box 208280, New Haven, CT 06520</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D">203.432.9672 <a href="mailto:francis.lapka@yale.edu" target="_blank">
francis.lapka@yale.edu</a></span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#1F497D">Please note: The Study Room is closed due to the Center’s refurbishment project, and access to the collections is limited and by appointment only. Requests for materials from Prints and Drawings
and Rare Books and Manuscripts should be made at least two weeks in advance by e-mailing
<a href="mailto:ycba.prints@yale.edu" target="_blank"><span style="color:#1F497D">ycba.prints@yale.edu</span></a>. It is expected that normal services in the Study Room will resume in early January 2014.</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> Program for Cooperative Cataloging [<a href="mailto:BIBCO@LISTSERV.LOC.GOV" target="_blank">mailto:BIBCO@LISTSERV.LOC.GOV</a>]
<b>On Behalf Of </b>Whitacre,Cynthia<br>
<b>Sent:</b> Tuesday, October 29, 2013 9:57 AM<br>
<b>To:</b> <a href="mailto:BIBCO@LISTSERV.LOC.GOV" target="_blank">BIBCO@LISTSERV.LOC.GOV</a><br>
<b>Subject:</b> [BIBCO] OCLC matching/merging question for BIBCO: place of publication</span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black"> </span><span style="color:black"></span></p>
<p class="MsoNormal"><span style="color:black">Hello BIBCO Colleagues:</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">This is an admittedly long message, but please read all of it, as your opinion and thoughts are requested.
</span></p>
<p class="MsoNormal"><span style="color:black">OCLC is contemplating making a change in our “when to input a new record” standards as published in Bibliographic Formats and Standards Chapter 4, as well as in our internal merging standards for what is considered
a duplicate. We’d like your help in reaching a decision. The element in question is the place of publication.
</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">Currently in Chapter 4 of BFAS (<a href="http://www.oclc.org/bibformats/en/input.html" target="_blank">http://www.oclc.org/bibformats/en/input.html</a>) under 260 subfield a (we know we need to add 264 to this)
we list some instances where minor differences in place are acceptable for considering the records to be the same. However, the basic statement says that “differences in the place of publication justify a new record.”
</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">One of the reasons we have traditionally NOT merged “duplicate” records when everything else is the same is when place of publication differs. Here is what our current internal merge instructions say:</span></p>
<p class="MsoNormal" style="margin-left:.5in"><b><span style="color:black">260</span></b><span style="color:black"></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:black">Subfield $a guidelines</span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">Records may be considered duplicates for merge even with the absence or presence of the subfield a.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">Always match 1<sup>st</sup> place of publication.</span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:black">Examples:</span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">New York matches New York, Toronto</span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">London, Orlando matches London, Toronto </span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">New York does <b>not</b> match Toronto, New York</span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">New York, Bombay does <b>not</b> match Bombay, New York</span></p>
<p class="MsoNormal" style="margin-left:.5in"><b><i><span style="color:black">Note:</span></i></b><span style="color:black"> Places of publication within the same country are considered a match and justify a merge.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:.75in;text-indent:-.25in">
<span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;color:black">
</span><span style="color:black">New York, Chicago matches Chicago, New York</span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:black">+++++++++++++++++++++++++++++</span></p>
<p class="MsoNormal"><span style="color:black">For example, look at these 3 publication statements from 3 WorldCat records for the same title:</span></p>
<p class="MsoNormal" style="margin-left:.5in"><span lang="DE" style="color:black">264 1 Cheltenham, UK :
</span><span lang="DE" style="font-family:"Lucida Sans Unicode","sans-serif";color:black">ǂ</span><span lang="DE" style="color:black">b Edward Elgar,
</span><span lang="DE" style="font-family:"Lucida Sans Unicode","sans-serif";color:black">ǂ</span><span lang="DE" style="color:black">c [2013]</span><span style="color:black"></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span lang="DE" style="color:black">260 Cheltenham :
</span><span lang="DE" style="font-family:"Lucida Sans Unicode","sans-serif";color:black">ǂ</span><span lang="DE" style="color:black">b Edward Elgar,
</span><span lang="DE" style="font-family:"Lucida Sans Unicode","sans-serif";color:black">ǂ</span><span lang="DE" style="color:black">c 2013.</span><span style="color:black"></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:black">260 Northampton, Mass. :
</span><span style="font-family:"Lucida Sans Unicode","sans-serif";color:black">ǂ</span><span style="color:black">b E. Elgar Pub.,
</span><span style="font-family:"Lucida Sans Unicode","sans-serif";color:black">ǂ</span><span style="color:black">c 2013.</span></p>
<p class="MsoNormal"><span style="color:black">Under our current OCLC criteria for place, we would merge the first two but not the third (assuming everything else matched). </span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">Looking at the cataloging codes, here’s what
<b>AACR2</b> says:</span></p>
<p class="MsoNormal" style="margin-left:.5in"><b><span style="color:black">1.4C5.</span></b><span style="color:black"> If two or more places in which a publisher, distributor, etc., has offices are named in the item, give the first named place. Give any subsequently
named place that is given prominence by the layout or typography of the source of information. If the first named place and any place given prominence are not in the home country of the cataloguing agency, give also the first of any subsequently named places
that is in the home country. Omit all other places.</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black"><img border="0" width="406" height="199" id="Picture_x0020_1" src="cid:image001.jpg@01CEDF8A.B6E42910" alt="cid:image001.jpg@01CED0C8.CB70D890"></span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">And,<b> RDA </b>says:</span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:black">2.8.2.4</span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:black">More Than One Place of Publication</span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:black">If more than one place of publication is named on the source of information, record the place names in the order indicated by the sequence, layout, or typography of the names on the source
of information.</span></p>
<p class="MsoNormal"><span style="color:black">+++++++++++++++++++++++++++++++++</span></p>
<p class="MsoNormal"><span style="color:black">Our thinking, in random order:
</span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">It has always seemed that cataloger’s judgment is at play regarding what gets recorded, no matter which code is in use.
</span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">RDA gives a bit more leeway than AACR2. In our discussions, we are of two minds regarding this.
</span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">In the past, when the same content was published in two countries (UK publication and US publication for example), it often came out at different times and may have had bibliographic significance. We are not so certain that
is the case today. </span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">Many reported duplicates and perceived duplicates exist in WorldCat because of the policy of not matching places of publication in different countries when everything else matches.</span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">End users really don’t care about these distinctions when it comes to obtaining the content and find the multiple records confusing</span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">Records for remote electronic resources, are often created by content providers through automated means, and careful checking of the actual publication is often not done; thus the accuracy of place of publication may be meaningless
in many records for electronic resources. </span></p>
<p class="MsoListParagraph" style="text-indent:-.25in"><span style="font-family:Symbol;color:black">·</span><span style="font-size:7.0pt;font-family:"Times New Roman","serif";color:black">
</span><span style="color:black">Distinctions like this will continue to matter for rare books.</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">So, we are left with some choices:</span></p>
<p class="MsoNormal"><span style="color:black">A) Continue with the current policy, and require different WorldCat records for different places of publication</span></p>
<p class="MsoNormal"><span style="color:black">B) Modify the current policy to allow the merging of records (and matching of records) with different places of publication for non-rare materials if everything else matches. </span></p>
<p class="MsoNormal"><span style="color:black">C) Stick with the current policy for tangible resources, but allow matching/merging of records for different places of publication for records for remotely-accessed resources only. </span></p>
<p class="MsoNormal"><span style="color:black">D) Another alternative entirely; suggestions welcome!
</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">We would welcome discussion and input on this matter. Which of the choices, A, B, or C do you prefer? If you prefer D, please suggest the alternative that you have in mind. We have asked BIBCO colleagues, since
we believe this is a larger issue with records for monographic materials rather than with records for continuing resources. Please share your thoughts on the BIBCO list. If you prefer to send a message directly to OCLC, send it to
<a href="mailto:askqc@oclc.org" target="_blank">askqc@oclc.org</a>, as that will go to the appropriate people. We welcome comments through November 15, as we will be discussing this again at OCLC the week of November 18 to try to reach a decision. </span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">Thank you!</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">Cynthia M. Whitacre</span></p>
<p class="MsoNormal"><span style="color:black">Manager, WorldCat Quality & Partner Content Dept.</span></p>
<p class="MsoNormal"><span style="color:black">OCLC</span></p>
<p class="MsoNormal"><span style="color:black">800-848-5878, ext. 6183</span></p>
<p class="MsoNormal"><span style="color:black"><a href="mailto:whitacrc@oclc.org" target="_blank">whitacrc@oclc.org</a></span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><span style="color:black"></span></p>
</div>
</div>
</div>
</div>
<div>
<p class="MsoNormal"><span style="color:black"> </span></p>
</div>
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