summary of rule revisions since AACR second edition 1998 revision

this summary is not a detailed list of changes. But a list of the most significant changes in the 2002
amandments,the 2001 amendments, and the 1999 amendments incorporated into the current 2002
revision.

AMENDMENTS 2002

Deletion of rule 1.4D4

Rule 1.4D4 has been deleted. This rule instructed that the name of the publisher, distributor, etc.,
appearing in a recognizable form in he title and statement of responsibility area, should be given in the
shortest possible form in the publication , distribution, etc.,area. The rule was judged to be unnecessary
and inflexible, and to limit the use of the area for search and retrieval purposes by automated systems.
Examples throughout AACR have been revised to reflect the delection of the rule.

Chapter 3(cartographic materials)

The changes to chapter 3 are of three major types:

 Additional rules or additions to existing rules for the description of cartgraphic materialsin
electronic form:
 Miscellaneous changes to existing rules to bring them into line with current practice;
 Esitorial changes.

The first categoryis the most substantial,involving changes to the mathematical and other material
specific detail area( formerly : Mathematical data area). Three new rules were added:rule 3.3E (type and
extent of resource); rule 3.3F(Digital graphoic representation);and,Rule 3.3G (Numbering related to
serials). The overall goal is to enable more accurate description of cartographic materials that are
electronic resouces and/or continuing resources. Rul 3.3D (Statement of coordinates and equinox) has
been changes to allow the recording of coordinates in decimal degrees as well as in degrees, mnutes,
and second. Additional examples have been added to rule 3.7B8 ( mathematical and other material
specific detail) to reflect the addition of rule 3.3F and the changes to rule 3.3D.

Changes in the second categoryinclude: the charging of “map selection” to “section,” and “relief model”
to “model” in rule 3.5B1; anddition of “layout,” “production method ,” and “medium” as other physical
details in rules 3.5C1.

Editorial changes have been made as necessary to match new terminology and to reflect changes made
in other chapters.
 SUMMARY OF RULE REVISION

Chapter 12 ( continuing resources ) and other related rules

The scope of chapter 12,now called “continuing resouces” instead of “serials” has been expanded to
include resources that have either not been covered in the rules or notadequately covered. Chapter 12
now encompasses:

 Successively issued resources( i.e.,serials);

 Ongoing integrating resources ( e.g., updating loose-leafs,updating web sites);
 Some categories of finite resources (i.e.,reprints of serials, resources with charcteristics of serials
but whose duration is limited, and finite integrating resources).

Because of the differences in treatment of the various types of continuing resouces ,the rules have been
expanded to include separate provisions for serials and interagrating resources or in some cases other
subcategories of continuing resources such as printed resources ,electronic resources , and updating
loose-leafs. additional , separate rules addressing changes in specific data elements have been included.

Rules in other chapters afferected by the changes in chapter 12 have also been revised. Examples of
changes in part I Include: the expansions of rule 1.4F8 to cover serial and integrating resouces as well as
multipart items ; and changes to rules in chapters 2 and 9 to reflect the coverage of integrating
resources in chapter 12. Examples of changes in part II include: the revision of rule 21.2A and its division
into two subrules to cover major and minor changes in titles proper; the revision of rules 21.2Cand
21.3B and their division into subrules to cover serials and integrating resources ; and,the revision of rule
21.30J and its division into two subrules to cover added entries for titles proper and for variant titles.

New definitions were added to the glossary for: “bibliographic resources,” “continuing resources.”
“integrating resources,” “iteration,” and “updating loose-leaf.” Definitions were revised for : “key-title ,”
“monograph.” “multipart item,” “section,” and “serial.”

One of the goals of the revision of chapter 12 was the harmonization of AACR with the international
standart bibliographic descriptions for serials (ISBD) (S)) (To be published as ISBN(CR)) and ISSN
guidelines both of which were also being revised . A number of requiring the changes were made to
align the three standards, including: the revision of rule 12.1B2, requiring the choice ogf the full form as
the title proper when both an anitialis/acronym appear on the chief source or informations ; and, the
revision of rule 21.2 to reflect the threeway agreement on what constitutes major/minor title changes .
in addition, agreement was reached on definisions in the glossary.

AMENDMENTS 2001

Rule 0.24
Rule 0.24 was reworded to stress the importance of bringing out all the aspects of the item being
described . this revision is considered to be a first step in moving forward on “content vs . carrier” issue.

GENERAL MATERIAL DESIGNATION FOR CARTOGRAPHIC MATERIALS

The general ,material designations “globe” and “map” in list 2 n rule 1.1C1 have been replaced with the
single general material designation “cartographphic material.”

Summary of rules revisions

Chapters 9 (electronic resources ) and other related rules

The revisions to chapters 9, now called “electronic resources,” fall into two categories :

 Changes to align with the international standart bibliographic description for electronic
resources (ISBN)(ER);
 Changes to accommodate the particular nature of electronic resources.

Changes falling into the first category include: the classification of the scope of chapters 9 and the
provision of a distinction between direct access and remote access electronic resources; th addition
of an intruction at new rule 9.4B2 To consider all remote acces electronic resources as published ;
and, charging the name of the file characteristic area (9.3) to “type and exient of resources srea.”

Changes in the second category include: the charging of the chief source of information from the
title screen to the resources it self and the removal of the preference given to internal sources; the
addition of an option at rule 9.5B1 to allow for the use of the conventional terminology to describe a
physical carrier , e.g.,”1CD-ROM” Instead of “1 computer optical disc”; and the addition of rule
9.7B22(item described) to instruct the cataloguer to always give the date viewed when describing
remote access electronic resoures . in addition, more current examples of electronic resources have
been updated with new and revised definitions.

The general material designation in list 1and ist 2 of rule 1.1C1 has been changes from “computer
file” to “electronic resources.”

Works that report the collective activity of a conference, etc

The provisn that a conference,expedition or event must be prominently named ha sbeen removed
from rule 21.1B2(d). the concept of “prominence” is not used in any other category of rule 21.1B2.

BRITISH TERMS OF HONOUR

Rule 22.12B, which prescribed the inclusion of british terms of honour in heading for which
surnames are the entry element , has been deleted. The requirement for terms of address to
precede the feroname had proved to be obstacle to MARC format alignment and record exchange
between the libraries and bibliographic agencies using AACR. In addition, the terms had small value
for identification in such heading s and even less for filing purposes. Where required to distinguish
between identical names , terms of honour may still e added under the rule at 22.19B1.

TERM OF ADDRESS OF MARRIED WOMEN

Because of filling problems associated with the placement of the term of address of married
women(e.g.,Mrs.) before the husband ‘s feroname ,rule 22.12B1 has been revised so that the term
of address follows the husband’s feroname.

SUBORDINATE CONFERENCE HEADING

Rule 24.7A1 was expanded to make it explicit that information indicating the number , frecuency, or
year(s) of convocation of a conference should also be omitted from headings for subordinate
conferences.

SUMMARY OF RULE REVISIONS

“works in music uniform titles

Change have been made in chapter 25 to clarify the use of the “work” in the rules for music
uniform titles, including moving the definition in the glossary for “musical work” to a footnote to
rule 25.25A.

Appendix B.5 other parts of the cotalague entry

Rule B.5 was change be allow for the replacement of one form of abbreviation with the prescribed
abbreviation in the edition statement and with numbering in he series statement . previously by
only full form of terms could be abbreviated.

APPENDIX E.INITIAL ARITCLES

The new appendix contains a list of initial articles form languages most frequently encountered by
cataloguers , and is intended to assist in the application of the rules that call for the omission of
initial articles.

AMANDEMENTS 1999

Nmbering dramatically integrated with series title

Rule 1.6B1 was expanded to include instructions for cases were numbering is a in integral part of
the title proper of the series.
 Chronological designation in series numbering

Rule 1.6G3 was change to indicate that a chronological designation may be given after a numeric
and/or alphabetic designation in parantheses.

SUBSERIES

Addition were made to rule 1.6H to cover more subseries situations. Rule 1.6A1 And the
corresponding rules in other chapters were exspanded to include instructions for the punctuation
preceding the designation for a subseries.

NUMBERING

A definition for “numbering” was added to te glossary.

GENERAL INTRODUCTION
1.1. Theses rules are designed for use in the contructions of catalogues and other lists in general libraries
of all size. They are not specifically intended for specialist and archival libraries, bur such libraries
recommended tousethe rules as the basis of their cataloguing nd to augment their provisions as
necessary. The rules cover the descriptions of,an the provision of access points for, all libraries
materials commonly collected at the preset time . the integrated structure of the next makes the
general rules usable as a basis for cataloguing un commonly collected materials of all kinds and
library materials yet unknown.
1.2. The second edition of the rules is based on a reconciliation of the british and north American texts of
the 1967 edition. This extends to style which is a generally in accordance with the Chicago manual of
style’, and to spelling , which are those of webster’s new international dictionary . where webster’s
given as a permitted alternative a british spelling (e.g., catalogue, center), it has been used in the
rules; where the American usage is the only one specified(e,g.,capitalize), it has been in the rules.
Agreement on terminology has similarly resulted sometimes in the use of an American term
(e,g.,membership in) and sometimes in a british term (e,g.,full stop).