Cataloging and Access Guidelines for Electronic Resources
Part 1: Linking Florida's Natural Heritage - special instructions
August 2000

These instructions should be used only in combination with the general guidelines for digitized
materials  http://www.lib.usf.edu/techservices/CAGER/CAGERGuidelines-Pt1rev.html

THE ELECTRONIC VERSION RECORD - (LTQF)
FIELDS TO BE ADDED OR CHANGED IN
MODIFYING THE PRINT VERSION RECORD
Fixed field:

Target audience
T/AUD -  (aka, Audn in OCLC)  This should have the value of "g" or blank, unless
the material is specifically aimed at a particular age/grade level.  It may be
necessary to "fine tune" the value in this fixed field, after the addition of the 521 field.
    blank =  unknown or unspecified                 a=preschool
           g =  general                                             b=primary
                                                                            c=elementary (grades 4-6)
                                                                            d=secondary, senior high (grades 9-12)
                                                                            e=adult
                                                                            f=specialized
                                                                            j=juvenile work (thru age 15, or grade 9)

Variable fields:

Coded Cartographic Mathematical Data
034 -  Coded data about scales, coordinates, and equinox of cartographic materials.
            Use also for digital items, the coordinates of which can represent a bounding
            rectangle, the outline of the area covered, and/or the outline of an interior area
            not covered.  Do not use this field unless you also enter  this data in textual
            form in field 255. Be careful not to delete this field when editing the record.
        1st ind.    0=scale indeterminable/no scale recorded
                       1=single scale (a single horizontal scale)
                       3=range of scales (use only of the scale varies in a single map)
        2nd ind    blank=not applicable; cartographic item is not digitally encoded
                       0=outer ring; coordinate information represents the closed noninter-
                            secting boundary of the area covered.
                       1=exclusion ring; coordinate information represents the closed non-
                            intersecting boundary of the area within the excluded G-polygon
                            outer ring.
        |a = category of scale                                    |h = angular scale
        |b = constant ratio; linear horizontal scale   |j = declination--northern limit
        |c = constant ratio; linear vertical scale        |k = declination--southern limit
        |d = coordinates--westernmost longitude    |m = right ascension--eastern limit
        |e = coordinates--easternmost longitude     |n = right ascension--western limit
        |f = coordinates--northernmost latitude        |p = equinox
        |g = coordinates--southernmost latitude      |s = G-ring latitude
                                                                                 |t = G-ring longitude
       Example:  034:1  : |a a |b 744080 |c 96000 |d E1193000 |e E1220000
                                      |f N0250000 |g N0220000

System control numbers "tickler fields".
Project Group   One kind of 035 tickler will retrieve all titles in Linking Florida's Natural
Heritage with a single search key, as well as, revealing other information about the
source and status of each title. Be careful not to delete this field when editing a record.
         characters 1-5 = always (DNX)
         characters 6-8 = the 4-letter project code; always LFNH
         1 blank character space
         character 10 = status of the item (S=selected; P=in process; C=completed)
         1 blank character space
         characters 12-13 = symbol for the participating institution; for institution codes,
            see:  http://susdl.fcla.edu/strucmeta/igcodes.html
         1 blank character space
         characters 15-24 = the date in which the bib record was entered in LTQF--in
            the format:  YYYY-MM-DD
    Example:   035:  : |a (DNX)FHP S UF 1999-04-01

Availability on the Internet   Another type of 035 tickler that you may encounter is
one that FCLA will enter for any full-text that they load on a server, and made
available via the Internet.  Catalogers should also be careful not to delete this field.
However, catalogers may feel free to utilize this field to indicate which bibliographic
records have been entered into OCLC.  By adding characters 24-28, those that
have not been entered in OCLC will always "float" to the top of the index screen.
This way records that were "overlooked" for entry into OCLC will be obvious.
        characters 1-5 = always (DNX)
        characters 6-9 = always FCLA
        1 blank character space
        characters 11-13 = always url
        1 blank character space
        characters 15-23 = the date on which the images were loaded--in the format
                YYYYMMDD
        characters 24-28 = xOCLC <cataloger adds these characters only after
               entering the record in OCLC, and entering the OCLC control number in
                an appropriate 035 field of this same record>
    Examples: 035:   : |a (DNX)FCLA url 20000107
                         035:   : |a (DNX)FCLA url 20000107xOCLC

Florida FIPS Indexing Code  This type of 035 tickler will index the bibliographic
records containing the corresponding FIPS code in a 651 field.  Enter an 035
field to correspond with every 651 FIPS code field entered.
<These fields can be copied and pasted directly into the catalog record from:
http://susdl.fcla.edu/lfnh/sfiles/FLfips.htm >
        characters 1-5:  always (snx)
        characters 6-9:  always FIPS
        characters 10-14: the code for the Florida county name
    Example:  035: : |a (snx)FIPS12031

Target audience note
521 -  Describes the age groups for which the item is suggested.  Derived from the
Sunshine State Standards: http://www.firn.edu/doe/menu/sss.htm  (At present, these
fields are to be added, post-cataloging, by Digitization Committee advisers.  In the
future, this information may be supplied to the cataloger by the selector)   Though not
developed for LFNH, this field should be entered on materials in this collection if
applicable.
            1st ind:    blank = audience (generates no display constant in LTQF)
            2nd ind:   blank
              |a    Appropriate grade level.  Create a separate 521 field for each of the
                     following phrases that apply:
                         Grades PreK-2
                         Grades 3-5
                         Grades 6-8
                         Grades 9-12
                         College students and adults   (do not enter a subfield |b in fields when
                                using this phrase)
             |b    Code for the source of the ranking in subfield |a.  For grade levels PreK-12,
                    use: FDOESSS
   Examples:  521:    : |a Grades 6-8 |b FDOESSS
                             521:    : |a Grades 9-12 |b FDOESSS
                             521:    : |a College students and adults
NOTE: The design and use of the 521 field is still under construction; for the time
being, these fields will not display to the public from LTQF records.

Reproduction note:
533 -  This field describes the digital reproduction.  All of the following subfields (except |e)
are applicable.  Elements in subfields are generally separated by ISBD punctuation (note
examples below)
        both indicators are undefined (blank)
        a = Type of reproduction.  A mandatory element containing an introductory phrase
               that identifies the type of reproduction.  End the phrase with a period.
               <Use "Electronic reproduction.">
        m = Dates of publication and/or sequential designation of issues reproduced.  Use
              only with serials and multi-part resources.
        b = Place of reproduction.  A mandatory element that identifies the place in which the
               reproduction was made.  <Since the act of "reproduction" for Linking Florida
               Natural Heritage occurs at several different places in the state, use "Florida"
               and enclose it in brackets>
        c = Agency responsible for reproduction.  Base this subfield on the "trailer" at the
              bottom of each of the Florida Heritage Collections screens: "State University
              System of Florida, PALMM Project".
        d = Date of reproduction.  A required-if-applicable element that conveys the date when
              the reproduction was made.  <Take the date from the statement on the HTML table
              of contents (not the PDF of a printed contents page), or the source code>
        e = Physical description of reproduction  <Never used for online resources>
        n = Note about reproduction.  Enter each of the following in a separate |n subfield:
               1)  Mode of access (field 538) information
               2)  System requirements (field 538) information
               3)  Information about the digitizing agency and the location of the copy from
                     which the reproduction was made
               4) If available to the cataloger, additional technical information about the
                    creation of the electronic reproduction may be entered
   Examples: 533:  : |a Electronic reproduction. |b [Florida] : |c State University System

                    of Florida, PALMM Project, |d 1999. |n Mode of access: World Wide Web.

                    |n System requirements: Internet connectivity; Web browser software; Adobe

                    Acrobat Reader to view and print PDF files. |n Electronically reproduced by

                    the University of Florida from a book held in the Smathers Libraries at the

                    University of Florida.
                        533:  : |a Electronic reproduction. |m Vol. 1, no. 2 (Feb. 1899). |b <Florida> :
                    |c State University System of Florida, PALMM Project, |c 1999. |n Mode of

                    access: World Wide Web. |n System requirements: Internet connectivity;

                    Web browser software; Adobe Acrobat Reader to view and print PDF files.

                    |n Electronically reproduced by the University of Florida from a serial held in

                    the Smathers Libraries at the University of Florida.

Terms Governing Use and Reproduction Note:
540 -  Contains the text of a specific "copyright permission" statement.  Text comes from the
permission letter from the holder of the original copyright.   This information will not be exclusive
to the Linking Florida's Natural Heritage materials, but should always be applied to them when
necessary, but only if supplied to the cataloger by the selector of the resource.
        1st ind:    blank
        2nd ind:   blank
        |a     Terms governing use and reproduction (the statement of rights to use the material,
                including those governed by copyright, literary rights, patent rights, broadcasting
                rights, and contractually secured rights to repackaging, marketing or distributing
                the material)
        |b    Jurisdiction (institution name)
        |c    Authorization (text of, or citation to the statute, action, order, report, rationale, or
               rule that justifies the terms of use)
        |d    Authorized users (class of users, or specific individuals to whom the restrictions
               in subfield |a do not apply)
        |3    Materials specified (distinguishes any subset of the described materials)
        |5    Institution to which field applies (the code of the institution that holds the copy to
              which the restriction applies)

Local Subject Added Entry--Geographic Term
651 - Florida FIPS Codes
Enter FIPS codes to items only when the correct code(s) is (are) obvious, and number
three (3) or less.  In cases of doubt, or when more that 3 codes would be required,
do not use.
<These fields may be copied and pasted directly into the catalog record from: http://susdl.fcla.edu/lfnh/sfiles/FLfips.htm >
<Always enter the corresponding 035 index field given in:
http://susdl.fcla.edu/lfnh/sfiles/FLfips.htm for every 651 FIPS code field entered>
        1st ind:    blank
        2nd ind:    4
        |a  County name
        |z   Numeric code for the county
        |x   Source of the term (either “CEEUS" or “HUC”)
  Example: 651: 4: |a Duval |z 12031 |x CEEUS

Local Subject Added Entry--Topical Term
(optional for these materials)
690 - Period and subperiod from the Florida History Timeline:
http://susdl.fcla.edu/fh/outline/outline.html
<These fields may be copied and pasted directly into the catalog record from:
http://susdl.fcla.edu/strucmeta/fhptagout.html >
        1st ind:    blank
        2nd ind:   7
        |a     Topical term or geographic name (i.e., period from the Timeline).  Refer to:
             http://susdl.fcla.edu/strucmeta/fhptagout.html for periods, subperiods,
                and heading codes)
        |x     General subdivision (i.e., subperiod from the timeline--if applicable)
        |3     Materials specified (i.e., heading code)
        |2     Source of term. (Always use "fhp")
   Example:  690: 7: |a Discovery and Exploration |x Native Peoples |3 fh1075 |2 fhp

Added entry--Corporate Name
710 -  Provide an added entry under the corporate name of the reproducer.  Use:
PALMM (Project)

Taxonomic Identification
754 -  Taxonomic identification information associated with the organism in hand.
            Always use both subfields.  Be careful not to delete this field when editing.
        |a    Taxonomic name/Taxonomic hierarchical category (repeatable)
        |2    Source of taxonomic identification
    Example:   754:  : |a Plantae (Kingdom) |a Spermatophyta (Phylum) |a
                                Angiospermae (Class) |a Dicotyledoneae (Subclass) |a
                                Rosales (Order) |a Rosaceae (Family) |a Rosa (Genus) |a
                                setigera (Species) |a tomentosa (Variety |2 <Code for
                                Lyman David Benson's Plant Classification>

Location
852 - To identify, for searching purposes, all records that belong to the Linking
Florida Natural Heritage project.  Resources may be part of several projects, and
should have an 852 field for each.
    Example:  852:   : |b lfnh

Electronic Location and Access (Temporary)
856 - A problem arose when in-process LTQF items began to be retrieved
with institutional searches.  These items had no link, call number, or other
locational information.  To avoid this patron confusion, cataloging libraries
are required to enter the following field in all new records, exactly as follows:
    856:0 : |x inzprocess |z NOT YET AVAILABLE; in process for electronic access.
This field will be overlaid by FCLA with the permanent URL.
 

FIELDS THAT INSTITUTIONS MAY WISH TO ADD TO RECORDS
IN THEIR OWN PROCESSING UNIT(S):
Libraries that own the printed version may choose to add the following
notes and links to facilitate access to the electronic resources from their
own WebLUIS catalogs.

The library owning the print version should follow their own local policy for copy
holdings information to indicate the existence of the electronic version.  It is also
advisable that the location of the archival electronic file be recorded, whether it
is located in the same library as the print version, or at another location.

System control number "tickler field"
035 -   This field contains characters that allow retrieval of all titles in a ditization
project with a single search key, as well as, reveal other information about the
source and status of each title.
          characters 1-5 = always (SNX)
          (See additional information about this 035 field, above)
    Example:   035: : (SNX)LFNH S UF 1999-04-01

Additional Physical Form Available Note
530 -  Informs the user of the existence of the electronic version.  Suggested text:
           Electronic version available on the World Wide Web as part of Linking
           Florida's Natural Heritage.

Action Note
583 -  Notes about processing and reference actions.
        |a  enter "reformat"
        |b  DL bibliographic identifier (extract this from the middle of the URL; the
            part that begins with your institution's two-letter code, in upper-case, plus
            the subsequent 8 numbers, up to the "%")
        |c  prospective queue date (this may be the planned date of reproduction,
            or, if it is already "up", use the current date on which you are cataloging it)
        |f  enter "Linking Florida's Natural Heritage"
        |i  enter "raster-file" if image data or "text-file" if ASCII
    Example:    583:  : |a reformat |b SF12345678 |c 20001130 |f Linking Florida's
            Natural Heritage |i raster-file