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Cynthia,
after some discussion, we at Penn also feel that OCLC should not change 
the current policy. I also agree with Robert below that there should be 
more emphasis on users reporting duplicates.

thank you, Katia

-- 
  
Katia E. Strieck
Head, Specialized Cataloging & Metadata Quality Management
University of Pennsylvania Libraries
Van Pelt-Dietrich Library Center
3420 Walnut Street
Philadelphia, PA  19104-6206
phone: 215-746-6396
fax: 215-573-9610
e-mail: [log in to unmask]



On 11/15/2013 9:41 AM, Whitacre,Cynthia wrote:
>
> Thanks Robert, and everyone else for your input.  Input is welcome 
> throughout the rest of today, but none after today please, so I can 
> compile all the responses for consideration.
>
> We definitely have plans to update the chapter in BFAS about 
> identifying and reporting duplicates.  We are concentrating on the 
> updating all the fields themselves right now, but hope to update the 
> five introductory chapters in 2014.
>
> Cynthia
>
> *From:*Program for Cooperative Cataloging 
> [mailto:[log in to unmask]] *On Behalf Of *Robert Bratton
> *Sent:* Friday, November 15, 2013 9:10 AM
> *To:* [log in to unmask]
> *Subject:* Re: OCLC matching/merging question for BIBCO: place of 
> publication
>
> Cynthia,
>
> While I feel the pain of dealing with duplicates with the same 
> publisher info. recorded 10 different ways, I have to agree with Naun 
> and Bruce that I do *not* think OCLC should make their bib. record 
> merging parameters any more liberal.
>
> There is no good cut off date for rare books.  We see some publishers 
> doing bizarre things in their print runs from the 19th and even into 
> the 20th century.  The printing and publishing industries evolved very 
> differently in different parts of the world.
>
> Perhaps OCLC should place more emphasis on users reporting 
> duplicates.  Also, since OCLC is completely updating Bibliographic 
> Formats and Standards, the section on identifying and reporting 
> duplicate records should be updated as well.
>
> Thank you for seeking our input,
>
> Robert
>
> --
>
> Robert Bratton
>
> Cataloging Librarian
>
> George Washington University Law Library
>
> Washington, DC  20052
>
> On Tue, Nov 12, 2013 at 5:26 PM, Whitacre,Cynthia <[log in to unmask] 
> <mailto:[log in to unmask]>> wrote:
>
> Thanks Bruce, for sending this input on behalf of your colleagues.  
> OCLC would welcome additional input on this topic from anyone on the
> BIBCO list through this Friday, November 15.
>
> Sincerely,
>
> Cynthia
>
> *From:*Program for Cooperative Cataloging 
> [mailto:[log in to unmask] <mailto:[log in to unmask]>] *On 
> Behalf Of *Trumble, Bruce
>
>
> *Sent:* Tuesday, November 12, 2013 11:34 AM
> *To:* [log in to unmask] <mailto:[log in to unmask]>
>
> *Subject:* Re: OCLC matching/merging question for BIBCO: place of 
> publication
>
> Hi Cynthia,
>
> I’m forwarding this message on behalf of some Harvard Colleagues.
>
> Bruce
>
> Cynthia – Thank you for sending out to various listservs the 
> announcement about proposed changes in OCLC’s policy relating to place 
> of publication and matching records. We catalogers at Houghton Library 
> (the main special collections library at Harvard University) feel 
> strongly that policy should not be changed. The place of printing is 
> far too important to records treated by special collections catalogers 
> to chance losing information or creating misinformation through 
> computer matching. When it comes to special collections records, there 
> are just too many variations in records to create uniform algorithms. 
> As we are sure you have heard from other special collections 
> catalogers, great numbers of records for “rare” material are not coded 
> in the 040 as being cataloged using any particular set of rules. To 
> use a record’s dates as the determining factor is impossible for this 
> reason as well as the fact that many newer materials are now cataloged 
> using rare book cataloging standards. Additionally, what is not 
> considered rare today, may well be considered so in the future. We 
> cannot chance the fact that a book with the imprint "Cheltenham, UK: 
> Edward Elgar,  [2013]" is the same as one with "Cheltenham:  Edward 
> Elgar, 2013" and "Northampton, Mass.:  E. Elgar Pub., 2013" when the 
> possibility is just as likely that they are different. In your email, 
> you suggest that "end users really don’t care about these distinctions 
> when it comes to obtaining the content and find the multiple records 
> confusing" – that is simply not true of the many scholars doing 
> historical research on a wide array of topics, many of which extend 
> into the 21st century.
>
> Thank you for giving us the opportunity to voice our opinion.
>
> Karen Nipps
>
> Head, Rare Book Team
>
> Houghton Library
>
> Harvard University
>
> Cambridge, MA 02138
>
> Phone: 617-496-9190
>
> FAX: 617-495-1376
>
> *From:*Program for Cooperative Cataloging 
> [mailto:[log in to unmask]] *On Behalf Of *Whitacre,Cynthia
> *Sent:* Tuesday, October 29, 2013 9:57 AM
> *To:* [log in to unmask] <mailto:[log in to unmask]>
> *Subject:* OCLC matching/merging question for BIBCO: place of publication
>
> Hello BIBCO Colleagues:
>
> This is an admittedly long message, but please read all of it, as your 
> opinion and thoughts are requested.
>
> 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.
>
> Currently in Chapter 4 of BFAS 
> (http://www.oclc.org/bibformats/en/input.html) 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.”
>
> 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:
>
> *260*
>
> Subfield $a guidelines
>
> ·Records may be considered duplicates for merge even with the absence 
> or presence of the subfield a.
>
> ·Always match 1^st place of publication.
>
> Examples:
>
> ·New York matches New York, Toronto
>
> ·London, Orlando matches London, Toronto
>
> ·New York does *not* match Toronto, New York
>
> ·New York, Bombay does *not* match Bombay, New York
>
> */Note:/* Places of publication within the same country are considered 
> a match and justify a merge.
>
> ·New York, Chicago matches Chicago, New York
>
> +++++++++++++++++++++++++++++
>
> For example, look at these 3 publication statements from 3 WorldCat 
> records for the same title:
>
> 264 1 Cheltenham, UK : ǂb Edward Elgar, ǂc [2013]
>
> 260    Cheltenham : ǂb Edward Elgar, ǂc 2013.
>
> 260    Northampton, Mass. : ǂb E. Elgar Pub., ǂc 2013.
>
> Under our current OCLC criteria for place, we would merge the first 
> two but not the third (assuming everything else matched).
>
> Looking at the cataloging codes, here’s what *AACR2* says:
>
> *1.4C5.* 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.
>
> cid:[log in to unmask]
>
> And,*RDA *says:
>
> 2.8.2.4
>
> More Than One Place of Publication
>
> 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.
>
> +++++++++++++++++++++++++++++++++
>
> Our thinking, in random order:
>
> ·It has always seemed that cataloger’s judgment is at play regarding 
> what gets recorded, no matter which code is in use.
>
> ·RDA gives a bit more leeway than AACR2.  In our discussions, we are 
> of two minds regarding this.
>
> ·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.
>
> ·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.
>
> ·End users really don’t care about these distinctions when it comes to 
> obtaining the content and find the multiple records confusing
>
> ·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.
>
> ·Distinctions like this will continue to matter for rare books.
>
> So, we are left with some choices:
>
> A) Continue with the current policy, and require different WorldCat 
> records for different places of publication
>
> 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.
>
> 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.
>
> D) Another alternative entirely; suggestions welcome!
>
> 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 [log in to unmask] 
> <mailto:[log in to unmask]>, 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.
>
> Thank you!
>
> Cynthia M. Whitacre
>
> Manager, WorldCat Quality & Partner Content Dept.
>
> OCLC
>
> 800-848-5878, ext. 6183
>
> [log in to unmask] <mailto:[log in to unmask]>
>