Cataloguing and Encoding in MARC

Teaching Staff: Sfakakis Michalis
Course Code: LIB100
Field: General Core
Course Category: General Background
Course Type: Compulsory
Course Level: Undergraduate
Course Language: Greek
Delivery method: Face to face
Semester: 3rd
Total Hours: 4
E Class Page:
Short Description:

The Catalogue is the means to find, identify, select, and access a library’s information resources. It also covers the operational needs of both the librarians, who develop and manage the catalogue, as well as of any other user. In this context, the course aims to introduce the students into the basic concepts, processes, methods and standards that support the operational requirements of a catalogue, focusing on processes related to the creation and encoding of descriptions for bibliographic resources. In particular, issues relating to: (a) the need for cataloguing rules and standards, (b) the procedures for creating bibliographic records using the ISBD and AACR2 standards, (c) the encoding of bibliographic records with the standards of the MARC family, and (d) the need to move to the new Resource Description and Access (RDA) standard, as well as the introduction into the main features of its conceptual reference framework.

Objectives - Learning Outcomes:

Students understand and get familiarized with:

  • The basic concepts, principles, functions and procedures for the development, organisation and maintenance of a library catalogue.
  • The structure, use and application of descriptive cataloguing standards.
  • The creation and encoding of bibliographic records using the AACR2 and ISBD rules/standards.
  • The relationship between the encoding of bibliographic data and concepts, rules, and cataloguing standards.
  • The structure, use and implementation of the ISO 2709 — MARC group of standards, as well as the creation and encoding of MARC 21 bibliographic records.
  • New trends in the transition from cataloguing rules to conceptual models and the Semantic Web.
  • The structure of the Resource Description and Access (RDA) standard.



Week 1: Overview of information science key concepts & introduction to library catalogues. Basic concepts and need for cataloguing rules and standards, Library Description.

Week 2: Introduction to the International Standard Library Description (ISBD) and the Anglo-American Cataloguing Rules (AACR2). ISBD/AACR2 Title and Statement of Responsibility Area, Edition Area.

Week 3: Introduction to the encoding of bibliographic data. Cataloguing rules and encoding standards. ISO 2709 encoding standard and the MARC family of standards (UNIMARC, MARC 21, etc.). The structure of the ISO-2709 standard and of the MARC 21 record. Introduction to the LEADER of the MARC21 record label and the MARC21 fields in general.

Week 4: Revisit the ISBD/AACR2 Title and Statement of Responsibility Area, Edition Areas. Implementation of the ISBD rules in the MARC21 245 and 250 fields.

Week 5: ISBD / AACR2 area of material or type of resource specific. Area of publication, production, distribution, etc. Area of physical description. Implementation of the ISBD rules in the MARC 21 260/264 and 300 fields.

Week 6: Week 6: ISBD/AACR2 area of Series, Note Area and area of resource identifier and terms of availability. Implementation of the ISBD rules in the MARC 21 5XX Notes, 020 and 022 Standard Numbers fields.

Week 7: Summary of the ISBD / AACR2 areas of description, shared and mixed responsibility, statements of responsibility and statements of publication.

Week 8: Uniform title and other titles, their encoding in MARC 21. Aggregates, cataloguing and encoding in MARC 21.

Week 9: MARC 21: Control fields, data fields, 001, 005 and data input in the 008 field.

Week 10: MARC 21: Analysis of the 007 fixed field and of its data elements defined for each category of material.

Week 11: From cataloguing rules to conceptual models and the Semantic Web. Need for transitioning to the new Resource Description and Access Standard (RDA). Introduction to the IFLA-LRM conceptual model. Presentation of the four IFLA/LRM main entities and their inherent relationships.

Week 12: Introduction to the content and the structure of the RDA standard.

Week 13: Recapitulation

Suggested Bibliography:

Καπιδάκης, Σ., Λαζαρίνης, Φ. και Τοράκη, Κ. (2015). Θέματα Βιβλιοθηκονομίας και Επιστήμης των Πληροφοριών. Σύνδεσμος Ελληνικών Ακαδημαϊκών Βιβλιοθηκών. [in Greek].

Bokos G. (2001), Introduction to Information Science, Athens: Papasotiriou Publications. [in Greek].

Τόγια, Α., Χριστοδούλου, Γ. (2015). Εισαγωγή στο RDA: Ένας πρακτικός οδηγός για την καταλογογράφηση υλικού βιβλιοθηκών. Σύνδεσμος Ελληνικών Ακαδημαϊκών Βιβλιοθηκών. [in Greek].

Chan, L.M. and Salaba, A. (2016). Cataloging and classification: an introduction (4th ed.). Lanham, Maryland: Rowman & Littlefield Publishers.

Gorman, M. & Winkler, P.W. (Eds) (1994-1997). Αγγλο-Αμερικανικοί κανόνες καταλογογράφησης (2η έκδ., αναθεώρηση 1988, Μ. Μορελέλη-Κακούρη, Μετ., Τ. 1-2). Θεσσαλονίκη: Ανώτατο Τεχνολογικό Εκπαιδευτικό Ίδρυμα Θεσσαλονίκης. [in Greek].

Gorman, M.; Winkler; P.W., Eds. Anglo-American Cataloguing Rules. 2nd Ed.; Prepared under the direction of the Joint Steering Committee for Revision of AACR; Canadian Library Association: Ottawa; Library Association: London, 1977. This was followed by revisions in 1988, 1998, etc.

IFLA (1998). Functional Requirements for Bibliographic Records: final report (Vol. 19). IFLA Study Group on the Functional Requirements for Bibliographic Records (Ed.). KG Saur Verlag Gmbh & Company.

Tillett, B. B. (2011). Keeping libraries relevant in the Semantic Web with Resource Description and Access (RDA). Serials: The Journal for the Serials Community, 24(3), 266–272. Ανακτήθηκε 13 Σεπτεμβρίου, 2020 από:

Teaching Methods:

The course includes lectures and workshops. Within the course modern teaching tools and techniques are employed – an asynchronous platform with coursework material, continuous assessment, creation of working groups, etc. is utilized. 

New Technologies:

Lectures with ppt presentations, internet and dedicated applications use. 

Evaluation Methods:

Compulsory Exams as well as provisional coursework tasks are available to students (the tasks and essays always announced at the beginning of the semester). A Lesson Planning Guide is provided for the course.


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