Technical Bulletin 255
OCLC-MARC Format Update 2008

May 2008

About Technical Bulletin 255

Why read this?

To learn about changes to OCLC-MARC records based on:

  • MARC 21 Format for Bibliographic Data Update 7 (October 2006)
  • MARC 21 Format for Authority Data Update 7 (October 2006)
  • MARC 21 Format for Holdings Data Update 7 (October 2006)
  • MARC Code List Technical Notices
  • Comments and requests from OCLC users and staff
  • Changes derived from ISO 639 Joint Advisory Committee announcements

Record processing information

All sections describe changes that may affect local system processing of OCLC-MARC records.

Route to

Cataloging and local system or automation staff.

Online Installation

June 2008, unless otherwise noted. Installations of this OCLC-MARC Update will occur in stages, which OCLC will announce via logon Messages of the Day, Connexion News, and the OCLC-CAT listserv.

OCLC strongly recommends that users not begin to use new capabilities, new fields and subfields, new indicators, new practices, and new codes until OCLC announces that they may be used.

New searching and indexing capabilities: All new searching and indexing capabilities can be used in both Connexion interfaces (client and browser) when announced by OCLC in June 2008. In Connexion client, new indexes will not appear in dropdown lists, but can be input manually via the command line (Client dropdown lists will be updated with new indexes in the next version of the client).

New fields, subfields, and indicators: These may be used in both Connexion interfaces when announced by OCLC in June 2008.

New codes: These may be used in both Connexion interfaces when announced by OCLC in June 2008. In Connexion client, new codes will not appear in dropdown lists, but can be input manually (Client dropdown lists will be updated with new indexes in the next version of the client).

Database scans

OCLC will convert data to its appropriate new format to the extent that is possible.

Support

Contact your OCLC regional service provider or the user training development manager at OCLC if you are an independent institution.
Contact OCLC for support in English, Spanish and Portuguese.
Hours: 7:00 am–9:00 pm U.S. Eastern time, Monday through Friday
USA: 1-800-848-5800
International: 1-614-793-8682
E-mail: support@oclc.org

Documentation affected

Authorities: Format and Indexes, Bibliographic Formats and Standards, Connexion browser Help, Connexion client Help, OCLC-MARC Records and Searching WorldCat Indexes, OCLC Local Holdings Formats and Standards

Conventions

Throughout the technical bulletin, R = Repeatable and NR = Nonrepeatable.

1 Bibliographic Record Changes

Comp Form of Composition (SCO & REC 008/18-19; SCO & REC 006/01-02)

Revised Guideline   If more than one code is appropriate, use the code mu (Multiple forms), with appropriate specific codes given optionally in field 047. Also use code mu when non-MARC codes are contained in field 047.
Revised code mu   mu: Multiple forms or non-MARC codes present in field 047.

024 Other Standard Identifier (R)

Subfield ‡z   Subfield ‡z (Canceled/invalid standard number or code) added to Standard Number indexes (sn: and sn=).

026 Fingerprint Identifier (R)

Subfield ‡a and ‡b repeatability changed   ‡a First and second groups of characters (NR). Formerly, repeatable.
‡b Third and fourth groups of characters (NR) . Formerly, repeatable.

034 Coded Cartographic Mathematical Data (R)

New subfields   ‡r Distance from earth (NR)
‡x Beginning date (NR)
‡y Ending date (NR)
‡z Name of extraterrestrial body (NR)
‡2 Source (NR)
Indexing   Subfield ‡z added to Keyword index (kw:).

047 Form of Musical Composition Code (R)

Field repeatability changed   047 Form of Musical Composition Code (R). Formerly, not repeatable.
Definition revised   Enter the specific multiple MARC Composition Codes or any non-MARC codes in field 047 when you use the code mu in Comp.
New 2nd indicator and values   Source of code
blank character MARC Musical Composition Code
7 Source specified in subfield ‡2
If 2nd indicator is 7, subfield ‡2 must be present.
New subfield   ‡2 Source of code (NR)
If subfield ‡2 is present, 2nd indicator must be 7.
Indexing   Codes from the IAML list of musical composition codes are now valid in subfield ‡a. See http://www.iaml.info/activities/cataloguing/unimarc/forms
Note: These codes will be indexed in the Musical Composition indexes (mc: or mc=) later in 2008. OCLC will announce this change when it is available.

111 Main Entry–Meeting Name (NR)

New subfield   ‡j Relator term (R)
Note: When controlling headings, the system will not attempt to match subfield ‡j. If other subfields can be matched, the system adds subfield ‡j to the heading as an uncontrolled element.
Printing   When printing catalog cards, subfield ‡j prints in order found in record.

506 Restrictions on Access Note (R)

1st indicator renamed   Restriction. Formerly, Restriction flag.
Subfield ‡a input standards changed   Required if applicable/required if applicable. Formerly, Mandatory/mandatory.
Subfield ‡f repeatability changed   ‡f Standardized terminology for access restriction (R). Formerly, (NR)
Subfield ‡f source of terms   You may use your own terms or those from the Standardized Terminology for Access Restriction (DLF/OCLC Registry of Digital Masters Working Group), available at: http://www.oclc.org/digitalregistry/506F_vocabulary.pdf 
Subfield ‡2   Only valid code is star (Standardized Terminology for Access Restriction (DLF/OCLC Registry of Digital Masters Working Group), available at: http://www.oclc.org/digitalregistry/506F_vocabulary.pdf).
Indexing   Subfields ‡a and ‡f added to Keyword (kw:), Notes (nt:), and Access Restrictions (rs: and rs=) indexes (Access Restrictions is a new index; see section 4: Indexing Changes).

611 Subject Added Entry–Meeting Name (R)

New subfield   ‡j Relator term (R)
Note: When controlling headings, the system will not attempt to match subfield ‡j. If other subfields can be matched, the system adds subfield ‡j to the heading as an uncontrolled element.
Printing   When printing catalog cards, subfield ‡j prints in order found in record.

711 Added Entry–Meeting Name (R)

New subfield   ‡j Relator term (R)
Note: When controlling headings, the system will not attempt to match subfield ‡j. If other subfields can be matched, the system adds subfield ‡j to the heading as an uncontrolled element.
Printing   When printing catalog cards, subfield ‡j prints in order found in record.

811 Series Added Entry–Meeting Name (R)

New subfield   ‡j Relator term (R)
Note: When controlling headings, the system will not attempt to match subfield ‡j. If other subfields can be matched, the system adds subfield ‡j to the heading as an uncontrolled element.
Printing   When printing catalog cards, subfield ‡j prints in order found in record.

852 Location (NR)

New subfield   ‡u Uniform Resource Identifier (R)
Indexing   Subfield ‡u (from institution records only) added to Access Method indexes (am: and am=).

853 Captions and Pattern - Basic Bibliographic Unit (R)

New subfields   ‡o Type of unit (R)
‡2 Source of caption abbreviation (R)
    Note: Field 853 is a holdings field that may also be embedded in field 891. It is used to contain information about the publication patterns for serials.

854 Captions and Pattern - Supplementary Material (R)

New subfield   ‡2 Source of caption abbreviation (R)
Subfield renamed and repeatability changed   ‡o Type of unit (R). Formerly, Type of supplementary material (NR)
    Note: Field 854 is a holdings field that may also be embedded in field 891. It is used to contain information about the publication patterns for serials.

855 Captions and Pattern - Indexes (R)

New subfield   ‡2 Source of caption abbreviation (R)
Subfield renamed and repeatability changed   ‡o Type of unit (R). Formerly, Type of index (NR)
    Note: Field 855 is a holdings field that may also be embedded in field 891. It is used to contain information about the publication patterns for serials.

863 Enumeration and Chronology - Basic Bibliographic Unit (R)

New subfield   ‡o Title of unit (R)
    Note: Field 863 is a holdings field that may also be embedded in field 891. It is used to contain information about the publication patterns for serials.

864 Enumeration and Chronology - Supplementary Material (R)

Subfield renamed and repeatability changed   ‡o Title of unit (R). Formerly, Title of supplementary material (NR)
    Note: Field 864 is a holdings field that may also be embedded in field 891. It is used to contain information about the publication patterns for serials.

865 Enumeration and Chronology - Indexes (R)

New subfield   ‡v Issuing date (R)
Subfield renamed and repeatability changed   ‡o Title of unit (R). Formerly, Title of index (NR)
    Note: Field 865 is a holdings field that may also be embedded in field 891. It is used to contain information about the publication patterns for serials.

891 Publication Pattern Data (R)

New subfields   ‡o Type of unit [only valid for field 853] (R)
‡o Title of unit [only valid for field 863] (R)
‡v Issuing date [only valid for field 865] (R)
‡2 Source of caption abbreviation [only valid for field 853-855] (R)
Subfields renamed and repeatability changed   ‡o Type of unit [only valid for field 854] (R), Formerly, Type of supplementary material (NR)
‡o Type of unit [only valid for field 855] (R), Formerly, Type of index (NR)
‡o Title of unit [only valid for field 864] (R), Formerly, Title of supplementary material (NR)
‡o Title of unit [only valid for field 865] (R), Formerly, Title of index (NR)
    Note: Fields 853-855 and 853-865 are holdings fields that may also be embedded in field 891. They are used to contain information about the publication patterns for serials.

2 Authority Record Changes

034 Coded Cartographic Mathematical Data (R)

    New field
1st indicator   blank character Undefined
2nd indicator   Type of Ring
blank character Not applicable
0 Outer ring
1 Exclusion ring
Subfields   ‡d Coordinates - westernmost longitude (NR)
‡e Coordinates - easternmost longitude (NR)
‡f Coordinates - northernmost latitude (NR)
‡g Coordinates - southernmost latitude (NR)
‡j Declination - northern limit (NR)
‡k Declination - southern limit (NR)
‡m Right ascension - eastern limit (NR)
‡n Right ascension - western limit (NR)
‡p Equinox (NR)
‡r Distance from earth (NR)
‡s G-ring latitude (R)
‡t G-ring longitude (R)
‡x Beginning date (NR)
‡y Ending date (NR)
‡z Name of extraterrestrial body (NR)
‡2 Source (NR)
Indexing   Subfields ‡d, ‡e, ‡f, ‡g, and ‡z are indexed in Cartographic Data (cm:), which is a new authorities index. See section 4: Indexing Changes)

3 Holdings Record Changes

506 Restrictions on Access Note (R)

    New field
1st indicator   Restriction
blank character No information provided
0 No restrictions
1 Restrictions apply
2nd indicator   blank character Undefined
Subfields   ‡a Terms governing access (NR)
‡b Jurisdiction (R)
‡c Physical access provisions (R)
‡d Authorized users (R)
‡e Authorization (R)
‡f Standardized terminology for access restriction (R)*
‡u Uniform Resource Identifier (R)
‡2 Source of term (NR) †
‡3 Materials specified (NR)
‡5 Institution to which field applies (NR)
‡8 Field link and sequence number (R)
    * You may use your own terms or those from the Standardized Terminology for Access Restriction (DLF/OCLC Registry of Digital Masters Working Group), available at: http://www.oclc.org/digitalregistry/506F_vocabulary.pdf
† Only valid code: star 

852 Location (NR)

New subfield   ‡u Uniform Resource Identifier (R)

853 Captions and Pattern - Basic Bibliographic Unit (R)

New subfields   ‡o Type of unit (R)
‡2 Source of caption abbreviation (R)

854 Captions and Pattern - Supplementary Material (R)

New subfield   ‡2 Source of caption abbreviation (R)
Subfield renamed and repeatability changed   ‡o Type of unit (R). Formerly, Type of supplementary material (NR)

855 Captions and Pattern - Indexes (R)

New subfield   ‡2 Source of caption abbreviation (R)
Subfield renamed and repeatability changed   ‡o Type of unit (R). Formerly, Type of index (NR)

863 Enumeration and Chronology - Basic Bibliographic Unit (R)

New subfield   ‡o Title of unit (R)

864 Enumeration and Chronology - Supplementary Material (R)

Subfield renamed and repeatability changed   ‡o Title of unit (R). Formerly, Title of supplementary material (NR)

865 Enumeration and Chronology - Indexes (R)

New subfield   ‡v Issuing date (R)
Subfield renamed and repeatability changed   ‡o Title of unit (R). Formerly, Title of index (NR)

4 Indexing Changes

Bibiographic indexing changes

Note on master and institution records

Except where otherwise noted, bibliographic indexing changes apply to both master records and institution records (IRs).

New indexes

New index Contains
Access Restrictions (rs: and rs=) 506 ‡a ‡f
Language of Cataloging Description (ll:) 040 ‡b

Changes to indexes

Index Now contains
Access Method (am: and am=) 852 ‡u (only in institution records)
Keyword (kw:) 034 ‡z; 506 ‡a ‡f
Musical Composition indexes (mc: and mc=) 047 ‡a
Codes from the IAML list of musical composition codes are now valid in subfield ‡a. See http://www.iaml.info/activities/cataloguing/unimarc/forms
Note: These codes will be indexed later in 2008. OCLC will announce this change when it is available.
Notes (nt:) 506 ‡a ‡f
Standard Number (sn: and sn=) 024 ‡z

Authority indexing changes

New index

New index Contains
Cartographic Data index (cm:) 034 ‡d, ‡e, ‡f, ‡g, ‡z

5 MARC Code List Changes

New and changed language codes

Fields and subfields where codes are valid

Language codes are valid in these fields and subfields:

  • Bibliographic: Lang (008/35-37), 040 ‡b, 041, 242 ‡y, 775 ‡e
  • Authority: 040 ‡b

Data conversion

Manual conversion of existing data will be done where possible. Users are encouraged to report necessary changes.

Indexing

All new language codes and terms are indexed in the Language (la) index.

Code Language Name
zbl Blissymbolics

Changed language names

These language codes have been validated in previous OCLC-MARC Updates, but the official language names have changed or have not yet been added to the Connexion client Search WorldCat dropdown list.

Code New language name Former language name
alt Altai Southern Altai
frm French, Middle (ca. 1300-1600) French Middle (ca. 1400-1600)
fro French, Old (ca. 842-1300) French, Old (ca. 842-1400)
frr North Frisian Northern Frisian
frs East Frisian Eastern Frisian
syc Syriac Classical Syriac
syr Syriac, Modern Syriac
wal Wolayta Walamo
wen Sorbian (Other) Sorbian languages
xal Oirat Kalmyk

Connexion client

  • The drop-down list in the Lang fixed field will not include new language code ( zbl) until the next version of the client is released. Until then, you may input the new code manually.
  • For searching, new and changed language names will not appear in the Search WorldCat dropdown list until the next version of the client is released. Until then, they can be input manually via the command line.

Changed Country Codes

Fields and subfields where codes are valid

Country codes are valid in these fields and subfields.

Bibliographic: Ctry (008/15-17), 044, 535 ‡g, 775 ‡f, 851 ‡g

Data conversion

Existing data will not be converted.

Indexing

All new country codes and terms are indexed in the Country of Publication (cp: and cp=) indexes.

New code Place name Previously coded as
kv Kosovo rb*
*rb remains valid for Serbia

Connexion client

The drop-down list in the Ctry fixed field will not include new or changed country codes until the next version of the client is released. Until then, you may input the new codes manually.

Changed Geographic Area Codes

Fields and subfields where codes are valid

Geographic area codes are valid in these fields:

  • Bibliographic: 043
  • Authority: 043

Data conversion

Existing data will not be converted.

Indexing

New geographic codes appear in field 043, but are searched in the Geographic Coverage indexes (gc: and gc=) by using the corresponding geographic area names.

New code Previously coded as Geographic area name
e-kv e-rb* Kosovo
*e-rb remains valid for Serbia

New Classification Source Codes

New code Bibliographic citation Format/Field Use
asb Allgemeine Systematik für Öffentliche Bibliotheken (ASB). (Berlin: Deutsches Bibliotheksinstitut) Bibliographic: 084 ‡2
Authority: 065 ‡2
blissc British Library Inside service subject classification. (London: British Library) Bibliographic: 084 ‡2
Authority: 065 ‡2
dopaed DOPAED der UB Erlangen Bibliographic: 084 ‡2
Authority: 065 ‡2
ghbs GHB-Aufstellungssystematik: HBZ Köln Bibliographic: 084 ‡2
Authority: 065 ‡2
ifzs Systematik der IfZ-Bibliothek Bibliographic: 084 ‡2
Authority: 065 ‡2
kab Klassifikation für Allgemeinbibliotheken (Bad Honnef: Bock und Herchen Verlag) Bibliographic: 084 ‡2
Authority: 065 ‡2
methepp Methode Eppelsheimer Bibliographic: 084 ‡2
Authority: 065 ‡2
ncsclt New classification scheme for Chinese libraries (Taipei: National Central Library) Bibliographic: 084 ‡2, 086 ‡2, 852 ‡2
Authority: 065 ‡2, 086 ‡2, 087 ‡2
rvk Regensburger Verbundklassifikation (RVK) Bibliographic: 084 ‡2
Authority: 065 ‡2
sbb Systematik der Bayerischen Bibliographie Bibliographic: 084 ‡2
Authority: 065 ‡2
sdnb Systematik der Deutschen Nationalbibliographie Bibliographic: 084 ‡2
Authority: 065 ‡2
sfb SfB: Systematik für Bibliotheken (München: K.G. Saur) Bibliographic: 084 ‡2
Authority: 065 ‡2
ssd Systematik: Stadtbücherei Duisburg: Buchaufstellung und Ordnung des systematischen Kataloges (Reutlingen: Verlag Buch und Bibliothek) Bibliographic: 084 ‡2
Authority: 065 ‡2
ssgn Sondersammelgebiets-Nummer Bibliographic: 084 ‡2
Authority: 065 ‡2
stub Systematik der TUB München Bibliographic: 084 ‡2
Authority: 065 ‡2
zdbs ZDB-Systematik = ZDB-Classification Bibliographic: 084 ‡2
Authority: 065 ‡2

New Term, Name, Title Source Codes

New code Bibliographic citation Format/Field Use
afset American Folklore Society Ethnographic Thesaurus
http://et.afsnet.org/ 
Bibliographic: 600-657 ‡2
aiatsisl AIATSIS Language Thesaurus (Canberra: Australian Institute of Aboriginal and Torres Strait Islander Studies)
http://www1.aiatsis.gov.au/multites/language.html 
Bibliographic: 600-657 ‡2
aiatsisp AIATSIS Place Thesaurus (Canberra: Australian Institute of Aboriginal and Torres Strait Islander Studies)
http://www1.aiatsis.gov.au/placenames/place.html 
Bibliographic: 600-657 ‡2
aiatsiss AIATSIS Subject Thesaurus (Canberra: Australian Institute of Aboriginal and Torres Strait Islander Studies)
http://www1.aiatsis.gov.au/topical/subject.html 
Bibliographic: 600-657 ‡2
asrcrfcd Australian Standard Research Classification: Research Fields, Courses and Disciplines (RFCD) classification (Canberra: Australian Bureau of Statistics) Bibliographic: 600-657 ‡2
asrcseo Australian Standard Research Classification: Socio-Economic Objective (SEO) classification (Canberra: Australian Bureau of Statistics) Bibliographic: 600-657 ‡2
asrctoa Australian Standard Research Classification: Type of Activity (TOA) classification (Canberra: Australian Bureau of Statistics) Bibliographic: 600-657 ‡2
bisacsh BISAC Subject Headings
http://www.bisg.org/standards/bisac_subject/index.html 
Bibliographic: 600-657 ‡2
bisacmt BISAC Merchandising Themes
http://www.bisg.org/standards/merchandising.html 
Bibliographic: 600-657, 662 ‡2
bisacrt BISAC Regional Themes
http://www.bisg.org/standards/region_codes.html 
Bibliographic: 600-657, 662 ‡2
muzeukv MuzeVideo UK DVD and UMD film genre classification (London: Muze Europe Ltd) Bibliographic: 600-657 ‡2
muzvukci MuzeVideo UK Contributor Index (London: Muze Europe Ltd) Bibliographic: 600-657 ‡2
onet ONET - Occupational Information Network
http://online.onetcenter.org/ 
Bibliographic: 600-657 ‡2
qlsp Queens Library Spanish language subject headings (Queens, NY: Queens Library) Bibliographic: 600-657, 662 ‡2 Authority: 700-788 ‡2
quiding Quiding, Nils Herman. Svenskt allmant forfattningsregister for tiden fran ar 1522 till och med ar 1862. (Stockholm: Norstedt) Bibliographic: 600-657 ‡2
rswk Regeln für den Schlagwortkatalog (Leipzig, Frankfurt am Main, Berlin: Deutsche Nationalbibliothek) (3MB PDF file) Bibliographic: 600-651, 654-657, 662 ‡2 Authority: 700-788 ‡2
rswkaf Alternativform zum Hauptschlagwort Bibliographic: 600-657 ‡2 Authority: 700-788 ‡2
skon Att indexera skonlitteratur: Amnesordslista, vuxenlitteratur. (Stockholm: Svensk biblioteksfrening) Bibliographic: 600-657 ‡2
swd Schlagwortnormdatei (Leipzig, Frankfurt am Main, Berlin: Deutsche Nationalbibliothek) Bibliographic: 600-651, 654-657, 662 ‡2 Authority: 700-788 ‡2
tesa Tesauro Agrícola (Beltsville, Maryland; National Agricultural Library) http://agclass.nal.usda.gov/dne/search_es.shtml  Bibliographic: 600-657 ‡2 Authority: 700-788 ‡2

New Description Convention Codes

Fields and subfields where codes are valid

Description convention codes are valid in these fields and subfields:

  • Bibliographic: 040 ‡e
  • Authority: 040 ‡e
New code Bibliographic citation
din1505 Titelangaben von Dokumenten (Berlin: Beuth)
enol Ekspertiza i nauchno-tekhnicheskaia obrabotka lichnykh arkhivnykh fondov: metodicheskiie rekomendatsii (Moskva: Gosudarstvennaia biblioteka SSSR im. V. I. Lenina)
pi Instruktionen für die alphabetischen Kataloge der preussischen Bibliotheken (Wiesbaden: Otto Harrasowitz)
rakddb Ansetzungsform gemaess der RAK - Anwendung Der Deutschen Bibliothek
rna Regeln zur Erschliessung von Nachlässen und Autographen (RNA)
vd16 Formalerschliessung nach dem Verzeichnis der Drucke des 16. Jahrhunderts (VD 16)
vd17 Formalerschliessung nach dem Verzeichnis der Drucke des 17. Jahrhunderts (VD 17)

New Other Source Codes

New code Bibliographic citation Format/Field Use
din1430 Key Title nach DIN 1430 (Berlin: Beuth) Bibliographic: 210 ‡a
din1502 Regeln für das Kürzen von Wörtern in Titeln und für das Kürzen der Titel von Veröfentlichungen: DIN 1502 (Berlin; Köln: Beuth) Bibliographic: 210 ‡a
din2335 Sprachenzeichen: DIN 2335 (Berlin: Beuth) Bibliographic: 041 ‡2
gtin-14 Global Trade Identification Number 14 (EAN/UCC-128 or ITF-14) Bibliographic: 024 ‡2
iso639-3 Codes for the representation of names of languages--Part 3
http://www.sil.org/iso639-3/default.asp 
Bibliographic: 041 ‡2
rfc4646 Codes for the representation of names of languages--Part 3
http://rfc.net/rfc4646.html 
Bibliographic: 041 ‡2
rocgpt R.O.C. Government Publications Catalogue (Taipei: Research, Development and Evaluation Commission, Executive Yuan) Bibliographic: 017 ‡2
swdl Ländercode der Schlagwortnormdatei (SWD) (Leipzig, Frankfurt am Main, Berlin: Deutsche Nationalbibliothek) Bibliographic: 044 ‡2
tnb Taiwan National Bibliography (Taipei: National Central Library) Bibliographic: 015 ‡a
ukblderived British Library derived cataloging
Definition: Code ukblderived signifies that the British Library has re-used another organization's catalog record for its cataloging. Headings have not been validated against the relevant authority file.
Bibliographic: 042 ‡a Authority: 042 ‡a
urn Uniform Resource Name Bibliographic: 024 ‡a

New Category Code Source Codes

New code Bibliographic citation Format/Field Use
bisacsh BISAC Subject Headings
http://www.bisg.org/standards/bisac_subject/index.html 
Bibliographic: 072 ‡2 Authority: 072 ‡2, 073 ‡z
bisacmt BISAC Merchandising Themes
http://www.bisg.org/standards/merchandising.html 
Bibliographic: 072 ‡2 Authority: 072 ‡2, 073 ‡z
bisacrt BISAC Regional Themes
http://www.bisg.org/standards/region_codes.html 
Bibliographic: 072 ‡2 Authority: 072 ‡2, 073 ‡z
ekz Systematiken der ekz Bibliographic: 072 ‡2 Authority: 072 ‡2

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