Checklist for
Matching Editions
This checklist provides brief guidelines for selecting a record to use for
downloading, cataloguing, or adding items. For fuller explanations and
examples, you may consult the document "Editions and Printings."
To match the piece, a record needs to meet all relevant criteria listed below. Prefer a record in which everything matches; different criteria may need to be balanced against each other. (You may use extra leeway in matching CIP, previous CIP, and UKM records, since they may contain erroneous information.) If you are not sure how to apply the guidelines, ask.
Document sections
|
||||
|
A. |
E. |
|||
|
B. |
F. |
|||
|
C. |
G. |
|||
|
D. |
H. |
Photocopies
and microforms |
||
I. A. Edition statements
1. English language
The following types of edition statements must match:
a. Numbered edition statements (1st ed. can match with no edition statement).
b. Terms indicating revision or correction.
c. Terms indicating a particular scope or audience.
The following types of statements are not critical for matching:
d. Paperback edition statements (unless numbered 2nd or higher) or other statements reflecting simply a difference in binding.
e. Book club edition statements.
f. Simple printing statements.
2. Foreign languages (see also "Foreign-Language Terms for Edition and
Printing")
a.
The following types of statements represent distinct editions and must
match:
1) Terms for edition accompanied by terms indicating revision of some type. (See also "Foreign-Language Terms for Edition and Printing," section 2.)
2) Terms for edition accompanied by the name or abbreviation of a publisher or series name.
b. Statements including terms that mean "printing" or that indicate that the text is unchanged donot affect matching. (See also "Foreign-Language Terms for Edition and Printing," section 3.)
c. In other cases, other elements of the piece and record should be consulted.
Return
to top of document
I. B. Places
of publication
1.
Single place:
a. Same place: Matches regardless of form of name.
b. Different places: Must be in same country.
2.
Multiple places: Matches as long as one of the
places in the item is present in the record.
3. Missing places: Can still match.
Return
to top of document
I. C. Publishers
1. Single publisher:
a. Same publisher: Matches regardless of form of name, unless difference reflects a name change.
b. Different publisher: Not a match.
2. Multiple publishers:
Matches as long as one of the publishers in the item is present in the
record, provided that no other factors prevent a match. (Watch out for
"ghost" publishers.)
3. Missing publisher: Can
still match.
4. Publisher on label: Information about the publisher specified on the label should be present somewhere in the record for it to be a match.
Return
to top of document
I. D. Dates
Search
carefully. Generally prefer the record with the earliest acceptable
date(s), which usually cannot be later than the latest significant
date in your piece. If you have any questions, be sure to ask.
1. The following types of dates must
match for the record to be a match (unless you suspect an
error):
a. Dates associated with explicit
English-language edition statements or genuine foreign-language edition
statements.
b. Copyright dates, if no other dates
or only printing dates are present. Match on the latest copyright date that
applies to the entire work.
Exceptions:
1) Foreign-language books: Accept record with
earlier copyright date if everything else matches and there is no better match.
2) Bracketed publication date: Accept record with
bracketed publication date later than copyright date in piece if there is
evidence that the actual publication date was later than that copyright date.
2. The following types of dates may
or may not be significant, depending on the context:
a. Title-page dates: Combined
with other distinctive elements, title-page dates are likely to represent actual
publication dates. If there are no additional differences between a record with
an earlier date and the piece, a title-page date is probably just a printing
date.
b. Printing dates when no other dates are
provided: Combined with other distinctive elements, printing dates
are likely to represent actual publication dates. If there are no additional
differences between a record with an earlier date and the piece, a printing
date is not significant.
c. Dépôt légal dates:
Generally significant only when there are no other dates in the piece.
d. Corrected dates -- dates in a
record followed by "[i.e.]" with another date: Use record if
either date is present in your piece, there are no conflicts, and no better
record is available.
3. The following categories generally
do not matter for matching purposes:
a. Printing dates later than a first printing
that accompany explicit publication dates or that accompany copyright
dates applying to an entire work.
b. Copyright dates that accompany explicit
publication dates.
c. Explicit copyright renewal dates
prior to 1978.
d. Copyright dates for parts of the
contents of an item.
e. CIP dates.
f. Missing dates.
4. The presence or absence of the "c" copyright symbol or brackets does not determine matching.
Return
to top of document
I. E. Physical
description
1. Pagination/foliation: Significant differences prevent a match; the following differences do not prevent a match:
a. Minor variations unless there is a change in the actual text.
b. Variation because of numbered vs. unnumbered section.
c. Variation because of incomplete piece.
d. Variation between the piece and a UKM record.
2. Illustrations: Do not
affect matching.
3. Size: Only affects
matching if over 2 cm. difference in height.
4. Accompanying material: Does not affect matching; however, if indicated in record, need to check for any missing accompanying material.
Return
to top of document
I. F. Series
If
there are any questions about matching related to a series or series-like
phrase, search OCLC and Voyager Cataloging bibliographic files and, when
necessary, authority files.
1. Presence
or absence of series or series-like phrase: Does
not prevent a match if everything else matches.
2. Different series: Not a match. However, a variant form of the same series does not prevent a match; to resolve whether series are different, consult trainer or Authorities librarian.
Return
to top of document
I. G. Multivolume
titles
If an exact match is not available, check carefully online
and in piece(s) for any indication that there is a separate edition
being published concurrently.
1. 250 and 260 fields: If
vary from piece:
a. If volume being catalogued is not reflected in the
record, can still match if everything else that can be verified matches.
b. If volume being catalogued is reflected in the
record, can match only if there is evidence that individual volumes have
been revised separately and that there is no new edition of the multivolume set
as such.
2. Physical description:
a. If volume statement in multivolume record is open or closed
to include the volume number of the piece, it does not prevent a match. If it
is closed with volume number earlier than that in piece, check with supervisor.
b. Before expanding a single-volume record to a
multivolume one, check with supervisor.
c. Variations between a group of bibliographic volumes
in one physical volume and separate physical volumes: Check with supervisor.
d. Variations in height are not significant.
3. Series: Does not prevent match if everything else that can be verified matches.
Return
to top of document
I. H. Photocopies
and microforms of books
Refer to [forthcoming] documents that deal with handling photocopies or microforms, or consult with your supervisor or the Head of Cataloging and Metadata.
Return to:
|
[Editions
and printings document] |
|
WORKING VERSION, 29 April 1994; rev. 22 July 1997
HTML document last reviewed: 20 May 1998