School of Library and Information Science
Summer II 2010
S504: Cataloging (8409)
Monday/Wednesday 9:30 am -12:15 pm
Instructor: Taemin K. Park
Office Hours: By Appointment
Syllabus is subject to modification
Last updated: 07-30-2010
Anglo-American Cataloging Rules (AACR2) (2002-). 2nd ed., 2002 rev., with 2005
updates. Chicago: American Library Association. ISBN 9780838935552 (loose-leaf)
Chan, Lois Mai (2007). Cataloging and classification : an introduction. 3rd ed. Lanham :
Taylor, Arlene (2006). Introduction to cataloging and classification. 10th ed. Westport,
Conn. : Libraries Unlimited.
Additional Titles On Reserve:
Dewey, Melvil. (2003). Dewey decimal classification and relative index. 22nd ed. Dublin,
Ohio : OCLC Online Computer Center.
Saye, Jerry D. (2000). Manheimer’s cataloging and classification. 4th ed., rev. and
expanded. New York : Marcel Dekker.
OCLC (2002). OCLC Bibliographic Formats and Standards. 3rd ed. Dublin, Ohio: OCLC.
Most current edition. URL = http://www.oclc.org/oclc/bib/toc.htm
1. To provide an introduction to the conceptual foundation of bibliographic access
and control to information.
2. To enable students to gain insights into the fundamental processes involved in
creation, maintenance, and evaluation of bibliographic records and databases.
3. To understand the role of authority work in bibliographic databases.
Course handouts will be provided to complement and/or supplement assigned reading.
Students will be expected to have consulted these handouts in completing all assigned
exercises and in preparation of the final course project.
•Standardized punctuation based upon AACR2R.
•A sample of bibliographic record in OPAC and MARC format.
•S504 cataloging record workform: OPAC format and MARC format.
•MARC authority records format reference guide.
•S504 authority record workform.
Assignments and Grading:
Each assignment will be available at the S504 OnCourse.
Final grade will be based on:
Cataloging exercises: 70 %
Final Project: 25 %
Attendance and Participation: 5 %
Assignment Grade percentage Due
Ex.1: Descriptive 5% June 30
cataloging (Areas 1-2)
Ex. 2: Descriptive 5% July 7
cataloging (Areas 1, 2, 4)
Ex. 3: OCLC cataloging 10% July 7
Ex.4: Descriptive 10% July 12
cataloging (Areas 1-8)
Ex.5: Descriptive 10% July 19
cataloging (Areas 1-8 and
Ex.6: Syndetic structure 10% July 28
Ex. 7: Dewey Decimal 10% July 26
Ex. 8: Bibliographic Record 10% August 4
Course Project 25% August 11
You will work with a partner for all assignments except the OCLC assignment. There are
eight books on reserve (in the Media and reserve Services) to be used for the
assignments. All assignments are to be turned in at the beginning of the class session
when they are due. Because each assignment will be reviewed in detail in class, please
make a copy of your work before turning it in. This will facilitate note taking and
discussion during the in-class review. If you know beforehand that you will have to miss
a class, please turn in your assignment before the scheduled due date. For the OCLC
assignment, each student will spend approximately three hours working with the OCLC
database (Connexionon the Web). This exercise will not be reviewed in class and may be
turned in upon completion.
Excused absences: If you have an excused absence, you will have two days in which to
turn in any assignment that was due on the day that you missed class.
Unexcused absences: If you have an unexcused absence, you will have two days in which
to turn in any assignment that was due on the day that you missed class. All assignments
not turned in due to an unexcused absence will be treated as late assignments.
Late assignments: Because all assignments are reviewed in class on the day they are
submitted, any assignment that is not submitted at the beginning of the class session
when it is due will be considered to be late and the earned grade will be automatically
reduced by one full letter grade (e.g., from a B+ to a C+).
School of Library and Information Science
Definitions of Letter Grades
Grade Grade Definition
A 4.0 Outstanding achievement. Student performance demonstrates full
command of the course materials and evinces a high level of
originality and/or creativity that far surpasses course expectations.
A- 3.7 Excellent achievement. Student performance demonstrates thorough
knowledge of the course materials and exceeds course expectations
by completing all requirements in a superior manner.
B+ 3.3 Very good work. Student performance demonstrates above-average
comprehension of the course materials and exceeds course
expectations on all tasks as defined in the course syllabus.
B 3.0 3.0 Good work. Student performance meets designated course
expectations, demonstrates understanding of the course materials
and performs at an acceptable level.
B- 2.7 Marginal work. Student performance demonstrates incomplete
understanding of course materials.
C+(or 2.3 (2.0) Unsatisfactory work. Student performance demonstrates incomplete
C) and inadequate understanding of course materials.
C- 1.7 Unacceptable work. Coursework performed at this level will not
count toward the MLS or MIS degree. For the course to count
toward the degree, the student must repeat the course with a passing
**Academic (e.g. plagiarism) and personal misconduct by students in this class are
defined and dealt with according to the procedures in the Code of Student Ethics.
For further information, see the IU Code of Student Ethics at
Schedule of Lectures, Readings and Assignments
Week 1: June 21-23
• Course organization and overview.
• Catalog form, function and use.
• Introduction to bibliographic description.
• Development of cataloging codes.
• International Standard Bibliographic Description [ISBD].
• AACR2r levels of description.
• Optional rules.
• Chief source of information.
• Descriptive cataloging, Areas 1 and 2: title and statement of responsibility; edition.
• Application to other formats.
Chan, Chaps. 1, 2 and 3.
Taylor, Chaps. 1, 2, and 4 (pp. 53-62, 68-106)
Mann, Thomas. Will Google’s keyword searching eliminate the need for LC cataloging
and classification? URL=http://www.guild2910.org/searching.htm
AACR2r, General Introduction.
AACR2r, Part I, Introduction.
AACR2r, Chap. 1, Rules 1.0-1.2.
AACR2r, Chap. 2, Rules 2.0-2.2.
Week 2: June 28 (No Class. ALA Annual Conference) -30 (Ex. 1 due on June 30)
• Review of Ex. 1.
• Areas 1 and 2 continued (other formats)
• MARC record format.
• Descriptive cataloging, Area 4: publication, distribution and date. Application to
• OCLC introduction.
AACR2r, Chap. 1, Rules 1.4.
AACR2r, Chap. 2, Rules 2.4.
Chan, pp. 91-94, 447-455.
Taylor, pp. 40-50, 111-117.
Understanding MARC. URL = http://www.loc.gov/marc/umb/
Consult: OCLC bibliographic formats and standards. URL =
Week 3: July 5-7 (No class on July 5-- July 4th Holiday observed) Ex. 2 & 3 Due on
• Review of Ex. 2.
• Descriptive cataloging, Areas 5 and 6: physical description; series. Application to
AACR2r, Chap. 1, Rules 1.5-1.6.
AACR2r, Chap. 2, Rules 2.5-2.6.
Chan, pp. 94-105.
Taylor, pp. 117-136.
• Areas 1-6 practice.
• Descriptive cataloging, Areas 7 and 8: notes, standard number.
• Note area in MARC fields.
• MARC record format (fixed fields).
• Notes in other format.
AACR2r, Chap. 1, Rules 1.7-1.11
AACR2r, Chap. 2, Rules 2.7-2.11
Chan, pp. 105-111.
Taylor, pp. 136-154.
Week 4: July 12-14 (Ex. 4 Due on July 12)
• Review of Ex. 4.
• Subject access and subject analysis.
• Library of Congress Subject Headings.
• LC Classification Web.
• Cutter numbers.
Chan, pp. 195-217.
Saye, pp. 101-107.
Taylor, Chap. 9, 10, 11, 14 & 16.
Mann, Thomas (2003). Why LC subject headings are more important than
ever. American Libraries (available online at IUL’s ejournal site), v.34, no.9: 52-54.
• Choice of access point: Main and added entry.
AACR2r, Part II, Introduction.
AACR2r, Chap. 21, Rules 21.0-21.15 and 21.24-21.39.
Chan, pp. 143-163.
Week 5: July 19-21 (Ex. 5 Due on July 19)
• Review of Ex. 5
• Dewey Decimal Classification (DDC) introduction.
• DDC Tables.
Chan, pp. 320-373.
• Form of personal names in main and added entries.
• Authority control.
• Authority control for personal names.
• MARC authority record format.
• Program for Cooperative Cataloging.
AACR2r, Chap. 22, Rules 22.1-22.20.
AACR2r, Chap. 26, Rules 26.1-26.2.
Chan, pp. 164-174.
Taylor, pp. 219-234.
Week 6: July 26-28 (Ex. 7 due on July 26; Ex. 6 due on July 28)
Personal names continued.
• Review of Ex. 7; Ex.6.
• Syndetic structure.
• Syndetic structure for personal names.
AACR2r, Chap. 22, Rules 22.1-11.20
AACR2r, Chap. 26, Rules 26.1-26.2
Chan, Chap. 6 (pp. 184-186).
Taylor, Chap. 7 (pp. 270-280).
Week 7: Aug. 2-4 (Ex. 8 due on Aug. 4)
• Corporate names.
• Authority control for corporate names.
• Syndetic structure for corporate names.
AACR2r, Chap. 24, Rules 24.1-24.27 ; Chap. 26, Rules 26.3.
Chan, pp. 175-189.
Taylor, pp. 241-267.
Week 8: Aug. 9-11 (Course project due on Aug. 11)
• Integrating resources and other electronic resources cataloging.
• Genre headings and other thesauri.
• FRBR: Functional Requirements for Bibliographic Records
• RDA: Resource Description and Access.
• Other metadata schemes.
• Future of cataloging.
RDA Scope and Structure, by the Joint Steering Committee for Development of RDA
(July 2009). URL = http://www.rda-jsc.org/docs/5rda-scoperev4.pdf
RDA Frequently Asked Questions. URL = http://www.rda-jsc.org/rdafaq.html
Changing to RDA, by Chris Oliver (2007) Feliciter Vol. 53 No. 5. URL
Tillett, Barbara. (2004). What is FRBR?: A Conceptual Model for the Bibliographic
Universe. URL = http://lcweb.loc.gov/cds/FRBR.html
Scan: FRBR Final Report (1998 text and 2007 amendments). URL
Report of the Library of Congress' Working Group on the Future of Bibliographic
Control (January 9, 2008). URL = http://www.loc.gov/bibliographic-
Opposing viewpoint: A Review of the Report of The Library of Congress Working
Group on The Future of Bibliographic Control, With a Further Examination of Library of
Congress Cataloging Tendencies, by Thomas Mann (prepared for LC professional guild
March 14, 2008). URL = http://www.guild2910.org/WorkingGrpResponse2008.pdf
Dempsey, Lorcan (2006). The library catalogue in the new discovery environment: Some
thoughts. Adriadne, Issue 48. URL = http://www.ariadne.ac.uk/issue48/dempsey/
Dublin Core Metadata Initiative. URL = http://dublincore.org/index.shtml
Understanding Metadata. NISO. URL =