The following report includes a meeting summary and a selected bibliography
of sources pertaining to issues discussed at the meeting.  -- ed.
------------------------------------------------------------------------

Association of College & Research Libraries, New England Chapter,
Serials Interest Group, Spring Workshop:
 Managing Workflow in Serials Control. May 12, 1992
 Harvard University Graduate School of Education, Monroe C. Gutman Library
 SPEAKER: Dr. Sheila S. Intner, Simmons College, Graduate School of
  Library and Information Science:

SUMMARY OF MEETING:

     Dr. Intner began the workshop with a discussion of nonbook serials and
the shape of things to come.  The idea was proposed that the printed
journal may be on its way out.  Nonbook formats include online journals,
offline electronic subscriptions and services, videoserials, as well as
traditional formats such as sound, maps, microforms, and printed paper.
Workflow will change in a nonprint environment, and strategic planning
will become necessary.  Currently, the acquisition of nonprint materials
comes from various selection and funding sources.  Along these lines,
Dr. Intner suggested that librarians:  (1) Make friends with related
departments, (2) Pin down sources for selection, ordering, funding, and
billing, (3) Identify common vendors, (4) Determine how receiving departments
intend to handle funds.  The serials explosion of the 80's is now over,
and most libraries have to do more with less.  Access is now the key
issue.  Printed journals involve a time lag.  Electronic formats are
likely to be more current.  Also there is no need to own a journal if
you are only looking for one particular article.  The concept of
"journal" may soon become a dinosaur.  Hardware is becoming less expensive
as well.

     Dr. Intner then spoke on the cataloging of nonbook serials.  They
pose a problem as they involve limited data and are less consistent.
The Library of Congress has disbanded its nonbook materials department
leaving individual institutions to carry on as best they can.  There are
duplicate records on OCLC and policies for print serials are inadequate
for nonbook serials.  There is no consistency in classification and
shelving either.  Dr. Intner pointed out that:  (1) No universally
accepted answers are available, (2) Free access is unconventional, but
recommended.  Integration is limited but promising.  Dr. Intner made
a case for full cataloging on the various networks.  Skeleton records
provide limited access and do not fully describe the item in hand.

     Dr. Intner is currently serving on the CC:DA Task Force on Cataloging
Interactive Media.  They are working on a draft document for "Using
AACR2R for Interactive Multimedia Items."  Topics they are currently
debating include:  (1) Scope: define interactive; is special hardware
required? (2) Chief Source: prefer the container, including labels found
on integral physical carriers.  If item has more than 1 part, all
containers collectively are chief source.  (3) Title proper; if it varies
on chief source, choose fullest form.  (4) GMD: [interactive multimedia]
(5) Physical description: for multipart items, follow 1.10C2a or 1.10C2b;
Spell "disk"/"disc" according to type of media. (6) Notes:  Those discussed
were: systems requirements, source of title proper, variations in title,
etc. Dr. Intner stressed that this was a draft only and that further
work would be done at ALA in San Francisco.  There is also a committee
working on adding a new chapter of AACR2 for kits.  Other issues touched
on were:  circulation and use; hardware; copyright problems; Is remote
access really access?; eliminating the intermediary; preservation
challenges; permanency vs. regeneration; lack of experience or reliable
research.

     Participants of the meeting were then given some time to do "hands
on" cataloging of interactive media.

     The meeting ended with a brief discussion of serials standards.
Dr. Intner listed three categories for standards: (1) Identification
of titles; (2) Identification of issues; (3) Communications.  Standards
discussed were: International Standard Serials Number (ISSN); International
Serials Data System (ISDS); Summary level holdings, Z39.42-1980; Serials
holdings statements, Z39.44-1986; the USMARC Holdings Format.  Mention
was also made of the Serials industry Advisory Committee (SISAC) barcode
and Serials Issue-level Identifier (SIID).  Dr. Intner also provided a
selective bibliography of sources on the topic (appended to this message).

Joseph A. Gabriel
Chair
ACRL, New England Chapter
Serials Interest Group
6/22/92

 A SELECTIVE BIBLIOGRAPHY OF USEFUL SOURCES  compiled by Sheila Intner:

Bloss, Alex  "Serials Management is not for Sissies." ALCTS Newsletter 3,
  no. 2 (1992): 14-15.

Kellogg, Martha. "CD-ROM Products As Serials: Cost considerations for
  libraries." Serials Review (Fall 1991): 49-60.

Kownacki, Bill. "Electronic Information: the view from reference." Serials
  Review (Winter 1991): 80-82.

Langschied, Linda.  "The changing shape of the electronic journal."
  Serials Review (Spring 1991): 7-12.

Litchfield, Charles. "Local storage and retrieval of electronic journals:
  training issues for technical services personnel." Serials Review
  (Winter 1991): 83-84.

Lynch, Clifford A. "Serials management in the age of electronic access."
  Serials Review (Fall 1991): 49-60.

Malone, Cherly Knott. "The future of reference II: a response." College
  and Research Libraries News (Oct. 1989): 790-792.

Metz, Paul. "Electronic journals from a collection manager's point of
  view." Serials Review (Winter 1991): 82-83.

Niles, Judith, et.al. "Management of serial records in the integrated
  catalog."  Advances in Serials Management: a research annual,
  volume 4.

Clack, Mary Elizabeth. "The national shared pattern database." Serials
  Review (Fall 1991): 67-76.

----      "Final thoughts on the entry of serials; or reaching a logical
  conclusion."  Serials Librarian 20, no. 4 (1991): 1-24.

Davis, Stephen P. "Format integration: handling serials and mixed media"
  Information technology and libraries (June 1990): 102-107.

Intner, Sheila S. "Interfaces: Access to Serials, Part 1." Technicalities 10
  (Jan. 1990): 3-5.

----    "A new paradigm for access to serials " In The Future of Serials,
  Proceedings of NASIG. 5th Annual Conference. (Haworth Press) [also
  published in Serials Librarian 19, no. 3/4 (1991): 151-161.  -- ed.]

Van Avery, Annalisa R. "Recat vs. recon of serials: a problem of shared
  cataloging." Cataloging and Classification Quarterly 10, no. 4
  (1990): 51-68.

Brugger, Judith M. "How the NISO holdings standard works: the finding of
  an investigation at CUNY, 1989." Serials Librarian 20, nos.2/3
  (1991): 17-30.

Tseng, Sally C., et.al. "Serials standards work: the next frontier."
  Library Resources & Technical Services 34 (April 1990): 139-157.