CFL note: This guide is ONLY for AGGREGATOR NEUTRAL bibliographic records. Any instruction that says to not do, infers it is still applied for all other online serial records. Records in OCLC will usually be found to match this guideline. Original records input into OCLC should follow this guideline. Records cataloged for ODIN will follow the guideline except where noted.

Aggregator-Neutral Record

Record Creation

Source of description

Choose the most appropriate site, based on the following preferred list. This list is offered as general guidance to making decisions, it is recognized that individual catalogers and institutions may need to make judgments based on additional factors such as the resources the cataloger has access to and institutional policies.

• Publisher's site when it contains the full text
• Host or archiving site. Prefer this site over the publisher's site when it contains the first issue and publisher's site does not. A host site usually preserves the original publisher's content (e.g. publisher logos and statements are preserved) examples include Ingenta and Highwire Press. An archive site also preserves the original publisher's content, an example is JSTOR.
• Record for the print.
• Aggregations and databases which are article based and do not maintain issue integrity.

Fixed Fields

008 Code as for any online serial. Use the beginning date of the print or original format as the beginning date of publication, if cited in the 362 field.

007 Give one 007 with the mandatory bytes completed.

006 Give an 006 for the electronic resource aspects of the record.

Variable Fields

022 Give the ISSN of the electronic in $a; give the ISSN of the print in $y

CFL note: For PALS, give the ISSN of the print in an additional 022 [blank]_ $a For Aleph, $y is indexed. Need to test if that will support database linking.

130/240 Assign as for any serial, per LCRI 25.5B or other applicable rules/LCRIs. If the print or other original format record has a uniform title, use the same qualifier as the basis for the qualifier of the online serial, regardless of whether the qualifying data relates to the online serial. Example:

Record for the print:

Journal of online publishing (NewYork, N.Y.)

Record for the e-serial:

Journal of online publishing (NewYork, N.Y. : Online)

[The e-serial is actually published in New Jersey]

Do not use the name of the aggregator as a uniform title qualifier.

245 Record the title from the earliest available issue on the preferred source.

246 Make added entries for variants on other provider versions with the wording:

246 1 $i Issues from some providers have title: $a [Title]

260 $a and $b. Record the first named place and publisher in the first or earliest available issue. The place/publisher should be applicable to all online versions and thus, should not reflect a particular digitizer or provider of an aggregation. In most cases, therefore, the place and publisher given will be that of the print.

$c. When first or last issue is recorded in 362 0, give first/last date of publication as found in that issue. Do not record the date that the serial was first digitized if it is not also the date of publication of the first issue in its original form.

310/321 Use the current and former frequency as found in the e-serial. In many cases, this will reflect the frequency of the print.

362 Record beginning and ending dates per rules and CONSER practice. Do not use a "Coverage as of" note. If the first issue is not in hand, give the beginning date of the print or other original format in a 362 1 note, if available:

362 1 Print began with vol. 3, no. 1 (Jan. 1984).

440, 490, 830, 890 Some aggregator names have been treated as series titles in series authority records. Do not record these as series statements in the aggregator neutral record.

500 DBO, LIC, Title from notes. Record as usual. However, also add the file format (if there are multiple formats) and source of description:

500 Description based on: Vol. 5, no. 1 (Jan. 2003); title from caption of PDF (publisher's Website, viewed June 20, 2003).

500 Title from title screen (publisher's Website, viewed Mar. 22, 2003).

500 Title from caption (IDEAL PDF, viewed May 20, 2003).

500 Description based on: Vol. 5, no. 1 (Jan. 1995); title from contents (OCLC FirstSearch, viewed June 10, 2003).

500/550 Notes for digitizer. Do not record.

506 Do not generally use access restriction notes unless they apply to the serial itself, such as "classified." If specific access restrictions are considered useful in the CONSER record, give in $z of field 856.

CFL note: Create a generic note: Subscription required for access.

516 In general, do not use this note, particularly for notes such as "Text (electronic journal)."

CFL note: Use only for unusual formats. PDF, HTML, GIF, TIFF are common and don't need a note.

538 Provide a mode of access note, such as "Mode of access: Internet" or "Mode of access: World Wide Web."

CFL note: Use: Mode of access: World Wide Web.

Do not give system requirements notes unless the requirements are particularly unusual and would relate to all versions.

710/730 Name of aggregator or provider. Do not make these added entries.

CFL note: Make entries for the aggregation providerand/or aggregation title given in the main aggregation set bibliographic record.

773/776 Aggregation title; additional format.

CFL note: Include 773 for aggregation title and 776 relational linking fields for titles in other formats held by CFL or consortia.

856 Give the applicable URLs for serial packages that present issues of the serial (i.e. those that preserve issue integrity). Do not give URLs for databases that are article based, unless that database served as the basis of the description. If contents are split among multiple sites, give the appropriate URL for each with the holdings data given in $3.

CFL note: CONSER ONLY instructions below:

Multiple Records, Record Modification, and Deleting Duplicates

If multiple records exist for a title describing it as a part of several aggregator packages, one record should be selected for CONSER authentication and others reported for deletion.

• Select one record, to maintain, prefer a CONSER record if one is available. If there are multiple CONSER records, prefer a record authenticated by NSDP or ISSN Canada (see also CEG C7.3 for additional guidance on record selection)
• Add the URL of the aggregation for which you are providing access and/or copy URLs from the records you are reporting for deletion and record them on the record you are keeping.
• Remove fields that are aggregator specific, e.g. 710/730 or 440 for aggregator names; notes which only apply to one aggregator.
• CONSER authenticate the record if it is not a CONSER record, report the other records as duplicates.