UC CONSER Funnel Documentation

CONSER documentation

• CONSER Cataloging Manual (CCM): Incorporates RDA, the LC/PCC PS and CONSER practice for day-to-day guidance in the cataloging of serials. Most, but not all, of the modules in the CCM have been revised and updated for RDA; you can access them here. The CCM is also available through the Catalogers’ Desktop.
• CONSER Editing Guide (CEG):
  • Sections A, B and C (for membership requirements)
  • MARC field guidelines (in the context of CONSER practice)

The CEG has not been updated in a while, so be sure to double-check current MARC coding for specific fields and subfields by using the contextual links within OCLC to the Bibliographic Input Standards, in combination with CONSER RDA documentation:

• RDA CONSER Standard Record (CSR) Metadata Application Profile (September 6, 2017 revision)
• CONSER Guidelines for Working with Existing Copy (April 28, 2014)       
• PCC Guidelines for the 264 Field (June 22, 2012)
• PCC Guidelines for Enhancing & Editing non-RDA Serial Records (revised April 1, 2013)
• Basic Serials Cataloging Workshop (for newer serials catalogers; RDA-based) (2014 revision)

Many of the above resources are linked from the CONSER home page, which contains links to cataloging policies, practices, documentation, and training. It is worth exploring in depth:

• CONSER Home Page

CONSER PURL Project

• Basic PURL documentation [PDF] (revised August 30, 2023)
• PURL FAQ and examples [PDF] (revised August 30, 2023)
• PURL validation [PDF] (revised November 23, 2009)

CONSER Standard Record

• RDA CONSER Standard Record guidelines (2017)

Integrating Resources

• Integrating resources cataloging manual (CCM module 35, 2014 revision)

New CONSER Proposals

• Maintaining AACR1 Records in a Mixed Code Environment [PDF – 3 p.; 134KB] (revised November 27, 2011)

Online Serials

• CONSER Cataloging Manual: module 31 (online serials) (2013 version)
• CONSER contributions of authenticated serial records to the DLF Registry of Digital Masters (RDM) (2007)
• Provider-neutral e-resource MARC record guide (revised August 30, 2017)

RDA Documentation

• CONSER and RDA cataloging guidelines
• Hybrid record guidelines (September 2, 2011)
• Post-implementation hybrid record guidelines (January 27, 2013)
• RDA CONSER Standard Record guidelines (2017)

Site Visit Handouts

• CONSER=Cooperation [PDF; 16KB]: A short summary on the cooperative nature of serials cataloging (revised September 8, 2015)
• Maintaining CONSER records [PDF; 21KB]: Outlines CONSER members’ responsibility for maintaining the usefulness of the CONSER database in a cooperative environment (revised September 9, 2015)
• Useful resources for CONSER catalogers (September 2015)