Library of Congress

Program for Cooperative Cataloging

The Library of Congress > Cataloging, Acquisitions > PCC > NACO > Series Preparation and Schedule

Because there is much material to cover in three days, series attendees must do some preparation beforehand. Most of the time in the classroom will be spent reviewing the rules and policies, looking at surrogates of items in series, creating partial or full series authority records, and completing specific exercises.

Before attending the series institute catalogers are expected to:

  • Read the statement of purpose and learning objectives [see below];
  • In AACR2 (2002 revision), re-read .0B2 in chapter(s) for materials you catalog (e.g., if using Chapter 3, 3.0B3; if applying Chapter 12, 12.0B2 and 12.0B3)
  • 1.1B, 1.1D, 1.1F, 1.6G1, other 1.6 rules
  • 12.1B1 other 12.1B rules, 12.3G
  • 21.2, 21.3
  • 25.1A, 25.3C3, 25.5B, 25.5C, 25.8
  • 26.5
  • A.4A1, A.4D1
  • Appendix B
  • Appendix C
  • And the Library of Congress Rule Interpretation's for these rules
  • In MARC 21 Authorities Format, re-read the information in the format plus additional information in the "LC Guidelines" and the "DCM Z1" sections for the fields given in list "Fields in Series Authority Records" (see below) -- a copy should/will be available in the classroom if needed.
  • Re-read "Introduction" and "MARC 21 fields used in serial records" in DCM Z1- a copy will be available in the classroom if needed;
  • Be familiar with the definitions listed below.

Catalogers are encouraged to bring any series questions or problems to the sessions; general questions will be answered during the regular sessions and specific series cataloging problems discussed where they fit or during a possible problem-solving session at the end of the second or third day.

Catalogers do not need to bring a copy of AACR2 to the sessions.

Topics to be covered are listed below. Class schedules will vary with each institution, please check with the workshop coordinator.

Classes held at the Library of Congress will start each day at 8:45 a.m. and end at approximately 4:30 p.m.

  • Day 1: Sources; Series statements; Heading; Searching; Bibliographic details.
  • Day 2: Treatment; Subseries; Qualifiers; References.
  • Day 3: Series-like phrases; Multipart items; Successive entries; Modifying SARs; General review.

SERIES TRAINING: Statement of Purpose and Learning Objectives


The purpose of this course is to train PCC catalogers to record series data in bibliographic records and to create series authority records.

The course will not emphasize content designation other than the series fields in the bibliographic record and the fields in the series authority record not found in a name authority record.

Learning objectives:

At the end of the 3-day Series Institute attendees will be able to:

1) search for series data in the database;
2) identify in items those series elements that are included in bibliographic records and in series authority records;
3) select and input data for the series field(s) or quoted note, etc., in a bibliographic record according to cataloging and content designation directives;
4) select and input data for the series authority record from the item and from records in the database according to cataloging and content designation directives.

These objectives will be accomplished through lectures, handouts, demonstrations, and exercises.


008 position 12: Type of series
position 13: Numbered or unnumbered series
position 29: Reference evaluation
position 31: Record update in process
position 32: Undifferentiated personal name
position 33: Level of establishment

010 Library of Congress Control Number
020 International Standard Book Number
022 International Standard Serials Number
040 Cataloging Source
050 Library of Congress Call Number
060 National Library of Medicine Call Number
070 National Agricultural Library Call Number
082 Dewey Decimal Call Number
087 Government Document Classification Number
090 Local Call Number
1XX Heading
4XX See References
5XX See Also References
640 Series Dates of Publication and/or Volume Designation
641 Series Numbering Peculiarities
642 Series Numbering Example
643 Series Place and Publisher/Issuing Body
644 Series Analysis Practice
645 Series Tracing Practice
646 Series Classification Practice
667 Nonpublic General Note
670 Source Data Found
675 Source Data Not Found



A group of separate items related to one another by the fact that each item bears in addition to its own title proper, a collective title applying to the group as a whole. The individual items may or may not be numbered. (AACR2)

Multipart item:

A monograph complete, or intended to be completed in a finite number of separate parts. The separate parts may or may not be numbered. (AACR2)

Series-like phrase:

A character string (words, letters, combination of letters and numbers, etc.) not considered to be a series.


A continuing resource issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion. Examples of serials include journals, magazines, electronic journals, continuing directories, annual reports, newspapers, and monographic series. (AACR2)

Continuing resource:

A bibliographic resource that is issued over time with no predetermined conclusion. Continuing resources include serials and ongoing integrating resources. (AACR2)


The title page(s) of an item, the verso of the title page(s), any pages preceding the title page(s), and the cover. (AACR2) ...
"Cover" in the list of sources means pages 1, 2, 3, and 4 of the cover, both flaps of the cover, and the spine... (LCRI)


A series within a series (i.e., a series that always appears in conjunction with another, usually more comprehensive, series of which it forms a section). Its title may or may not be dependent on the title of the main series ... (AACR2)

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