PRACTICAL HANDBOOK OF MODERN LIBRARY CATALOGING WILLIAM WARNER BISHOP, A.M. i > Superintendent of the Reading Room lAhrary of Congress BALTIMORE WILLIAMS & WILKINS CO. 1914 Copyright, 1914 BY Wm. Warner Bishop Mil im ©CI,A374385 DEDICATED TO MY MOTHER PREFACE In setting examinations in library science, in- cluding cataloging, for the United States Civil Serv- ice Commission for several years, I was constantly struck by the absence in our professional literature of any manual of the actual practice of cataloging. There are numerous codes of rules and articles on the theory of cataloging. But something which should tell a student of library administration just what has to be done under modern conditions and why it should be done seemed lacking. I have accordingly written this brief handbook in an endeavor to supply this need. To librarians and catalogers trained in their work by long years of service much of what is here set forth will doubtless seem very obvious and commonplace. I have had constantly in mind two sorts of persons by whom librarians have been much besought for years past for information as to "how to do it." One group — and by far the larger — is composed of young people entering on the professional study of library processes either in library schools or without formal instruction. The other is the comparatively small, but actually large, number of persons who for one reason or another find themselves charged with the responsi- bility for the work of a library without having 5 6 PREFACE themselves served an apprenticeship in all its branches. The point of view in this little book is throughout that of the administration of the library as a whole, rather than that of the conduct of cata- loging work alone. Modern American cataloging practice is based on the printed card supplied from a central bureau — at present the Card Section of the Library of Con- gress. Over six hundred thousand titles are now available, and the number grows by over fifty thousand a year. Naturally this fundamental principle of modern cataloging is absent from both the older works on cataloging and library economy, and the British and foreign treatises on those sub- jects. But even the present large supply is not yet equal to the demand — so diverse are the con- tents of our libraries. Hence the process of making cards in each library for all books added — formerly universal — still requires description and study. The final chapter on Subject Headings is the only venture in the book into the realm of cata- loging theory, justifiable, it was thought, because of the dearth of books on this most important branch of cataloging. I have been greatly aided by the criticisms of Miss Agnes Van Valkenburgh, instructor in cata- loging in the Library School of the New York Pubhc Library, and of Dr. G. E. Wire, Deputy Librarian of the Worcester County Law Library, PREFACE 7 Worcester, Mass., who have kindly read the manu- script. Of course they are in no way chargeable for the opinions set forth. I desire to express to them my hearty thanks for their courtesy in thus aiding me. William Warner Bishop. Washington, B.C. April 15, 1914. CONTENTS PAGE Chapter I. Brief Sketch of the History of Li- brary Cataloging 11 Ancient and mediaeval libraries — Catalogs in book form — Ledger catalogs — Catalogs of great libraries — American library catalogs — Card form — Earlier type — Printed catalog cards — Library of Congress printed cards. Chapter II. Rooms and Equipment 19 Rooms — Location, floor plan — Furniture, ma- chinery, etc. — Card cases and shelves — Reference books — Cards — Size — ^Weight and quality — Ruling — Guide cards. Chapter III. Planning the Catalog 33 Nimiber and kinds of catalogs. "Unit" card — Ofl&cial catalog — Full or short catalogs — Forms of catalogs — Dictionary, classed, alphabetic-classed. Decision. Chapter IV. Organization of the Cataloging Force 50 Head cataloger — Revision — Assignment and specializing — Statistics — Budget — Qualifications of catalog3rs — Salaries — Hours. Chapter V. Use of Printed Catalog Cards 63 Two kinds of modern practice — Catalog rules — Cards — Printed cards from the Library of Congress. Number needed — Ordering — Accounting — Order- ing when book is ordered — "Traveling Catalogs" — Scope of Library of Congress stock — Printed cards from other libraries — Use in the library. 9 10 CONTENTS PAGE Chapter VI. Cataloging Method 78 Rules and decisions — Codes — Guides — Decisions — Old entries and new rules — Decisions on subject headings — Unit card — Routine — Assignment — Main entry — Title — Edition — Imprint — Collation — Notes — Contents — Evaluation — Series cards — Analyticals — Added entries — Copying — Hecto- graph, Flexotype, Typewriter, Hand copying — Fil- ing — ^Arrangement — Guide cards. Chapter VII. Subject Headings Ill Introduction — Uniformity in rules — Simplicity — Uniformity in treatment — Practice — Changes in nomenclature — Definition — Encyclopaedias as models — Specific headings — Class headings — Re- gion or subject — Ethnic adjective — Inversion — Geographical headings — Ancient and modern re- gional names — Period divisions under country — Misnomers — Subjects having an old and a modern literature — Arrangement by period — Number of cards to a book — Revision — Official list. Chapter I BRIEF SKETCH OF THE HISTORY OF LIBRARY CATALOGING We have practically no knowledge of the details of administration of the libraries of the ancients. That they had catalogs is inherent in the nature of things. There are a few references to lists, such as the irlvaKes of the celebrated Alexandrian library, but no description on which we may base any statement of method in either Greek or Roman libraries.^ The catalogs that remain to us of mediaeval libraries were printed by Becker at Bonn in 1885. Those prior to the thirteenth century Becker gave in full; later catalogs he merely listed by title with indications of the places where they were printed. ^ With the invention of printing and the consequent rapid growth of libraries both in number and size, catalogs of libraries in book form began to appear ^ The well known passage in Quintilian, Instit. Orat. x, 1, 67, is frequently cited as proving the use of catalogs in Roman libraries. 2 Becker, Gustav. Catalogi bibliothecarum antiqui. I. Catalogi saeculo xiii vetustiores. II. Catalogus catalog- orum posterioris aetatis. Bonnae, apud Max Cohen et Filium (Fr. Cohen). A. mdccclxxxv. p. iv, 229. 11 12 MODEKN LIBEARY CATALOGING and have continued to the present day. Despite their number — which is legion — few, if any, of the earlier printed library catalogs have much signifi- cance as models at the present day. In general it may be said that (with a few notable exceptions) the great libraries were unable to publish catalogs revealing their contents in full. Manuscript entries in various styles of ledgers were commonly resorted to as a means of providing an index to the collec- tions. Catalogs of special collections, as those of mediaeval manuscripts, were more frequently entrusted to print. This is the plan still prevailing in many libraries of distinction on the continent of Europe — a book (or ledger) catalog with entries in writing for the general collection, and printed cata- logs of those portions which because of their value or their form demand special treatment. In England and later in America it became the fashion for public and subscription libraries to print brief catalogs of their books. Of course such catalogs required supplements at frequent intervals. The book catalog — frequently exhibiting the brief- est form of entry — was the typical library publi- cation up to the third quarter of the nineteenth century. Our older libraries possess scores of them — useful as finding-lists at the time issued — but too often curiosities with but slight historical value a couple of decades later. The convenience of the catalog in book form has HISTORY OF LIBRARY CATALOGING 13 been, and always will be, its chief merit. Certain very notable achievements marked this fashion of recording a library's contents. Chief of these is the great Catalogue of Printed Books of the British Museum.^ The high authority of this catalog, based on Panizzi's ''Rules,'' and the wealth of the library revealed by its pages have made it the one great and indispensable cataloging tool for librarians and literary students the world over. But — very sig- nificantly — it stops with the year 1899. The annual accessions catalog goes on, as do the numer- ous special catalogs. The Bibliotheque Nationale of France has at- tempted the publication of a catalog of authors on a similar scale. But though begun in 1897, the Catalogue general des livres imprimes has reached but the end of the letter E in fifty large volumes. The cost in time and money of such an enterprise is too vast for any but a national treasury. In this country the most notable printed catalogs in book form have been those of the Boston Athe- naeum,^ the Astor Library, the Peabody Institute of 3 Catalogue of Printed Books in the Library of the British Museum. London, W. Clowes and Sons, Ltd., 1881-1900; Supplement, 1900-1906. * Boston Athenaeum. Catalogue of the Library, 1807- 1871. 5 vols., by Charles A. Cutter. Peabody Institute, Baltimore. Catalogue of the Library 14 MODERN LIBRARY CATALOGING Baltimore, the Surgeon General's Library, and the Carnegie Library of Pittsburgh. To these should perhaps be added the excellent catalogs of the Brooklyn Library and of the Detroit Public Library. The latter affords an admirable example of the difficulties under which this form of catalog labors. Published originally in 1889 with some 1100 pages (exclusive of fiction and French and German books), it sufficed (with annual lists of additions) until 1894, when a supplement of almost 900 pages was required. In 1899 appeared a second supplement of 860 pages bringing the list down to 1898. Already there were three places in which to look for books by a given author or on a given topic. The expense of editing and printing such a series becomes prohibitive exactly as its usefulness as a timely working tool diminishes. The Card Catalog is a development of the nine- teenth century, although it was known in France of the Peabody Institute. 5 vols. Baltimore, 1883-92. Second Catalogue, 8 vols. 1896-1905. Astor Library, New York. Catalogue. 5 vols. New York, 1857-1866. Continuation, 4 vols. Cambridge, 1886- 1888. U. S. Surgeon-General's Office. Library. Index-Cata- logue of the Library. 16 vols. Washington, 1880-1895. Second series, 18 vols. [A-Tz] 1896-1913. Pittsburgh, Carnegie Library. Classified catalogue, 1895-1902. 3 vols. Pittsburgh, 1907. 1902-1906, 5 vols. Pittsburgh, 1907-1908. 1907-1911, 6 vols., 1912-1913. HISTORY OF LIBRARY CATALOGING 15 in the eighteenth. Its rapid spread and adoption in libraries and commercial institutions (to an even greater extent than in libraries) is one of the most significant features of modern library history. Practically all American libraries of importance use the card form of catalog, even when they also publish extensive book catalogs. The earlier manuals and rules of cataloging were all based on the assumption that the cataloger who made the first entry for a book would also make all the additional entries, i.e., subject cards, reference cards, title cards, etc. Consequently in order to save the time of the cataloger, (perhaps also with a view to saving manual labor and time of subordi- nate helpers in the library, and even the reader's time and strength), the various cards for different purposes varied in fullness, the main entry card being generally the fullest. The other cards were shortened by the omission of certain details. Thus one card only would bear all the information nec- essary to the complete identification of a book, while the other (shorter) cards would, it was thought, serve most practical purposes. The chief defects of this method lay in the time consumed in manufacturing cards (even with these devices for shortening the processes and the drudg- ery) on the part of a trained specialist in cataloging, the time expended in the necessary revision of the manual work of reproduction (whether done by 16 MODEKN LIBRARY CATALOGING pen or typewriter), and finally the time necessarily lost by readers in consulting the catalog even when the plainest 'library hand" or the best typewriters were employed. Libraries, though progressive enough to use the card catalog, had not emerged into the era of printing for this record of their contents. The issue had ordinarily been a clear one. Either a printed catalog in book form which was generally out of date before publication, and whose cost was prohibitive for institutions hard pressed for funds by development in directions other than cataloging — or else a card catalog, easily kept up to date and manufactured at practically the cost of preparing copy for the printer, but some- what clumsy of operation and necessarily less quickly scanned than the printed page.^ Everything pointed to substituting printed card catalogs for printed book catalogs, particularly in libraries which needed to use many entries for each book, not alone in their public card catalogs, but in "official" catalogs, shelf -lists, accession records, binding lists, serial records, and the like. Theorists had pointed out as early as 1851,^ that a printed ^ An additional drawback to the card catalog, long felt in scholarly libraries, was the fact that on the standard size card adopted soon after the organization of the Amer- ican Library Association in 1876 there was frequently not space for the detailed written description of a book. ^ Jewett, Charles CoflSn. A plan for stereotyping cata- HISTORY OF LIBRARY CATALOGING 17 card was the logical accompaniment of the printed book. Efforts were made by the Library Bureau in the early nineties to make the supplying of printed catalog cards a commercial possibility, but with only indifferent success. Various American libraries began printing cards for their own use between 1890 and 1900. The American Library Association undertook through its Publishing Board to supply printed cards for certain sets and serials. Finally the Library of Congress, which had begun in 1899 to print cards for copyrighted books, undertook in 1901 to apply this method not alone to copyright entries but to all its books, and to sell its cards to other libraries. Thus the Li- brary of Congress became in effect a central cata- loging bureau for the United States — and for other logues by separate titles, and for forming a general stereo- typed catalogue of public libraries of the United States. Washington, 1851. {Proceedings of the American Associa- tion for the Advancement of Science, August, 1850.) Jewett, Charles Coffin. On the construction of cata- logues of libraries, and of a general catalogue: and their publication by means of separate, stereotyped titles. With rules and examples. Washington, Smithsonian Institution, 1852. Cf. also Jahr, Torstein, and Strohm, Adam Julius. Bibliography of cooperative cataloguing and the printing of catalogue cards, with incidental references to interna- tional bibliography and the Universal catalogue, (1850- 1902) . In Report of the Librarian of Congress, 1902. App. vi, p. 109-224. 18 MODERN LIBRARY CATALOGING countries — so far as its cards met the needs of other libraries. The initial stages were not wholly easy, and were marked by delays and difficulties incident both to the establishment of a new enterprise, the agree- ment on a new code of rules, and the prosecution of a cataloging and classifying task of unparalleled magnitude. For the Library of Congress had undertaken the systematic treatment of its entire collections, numbering some 800,000 volumes in 1899, and its annual accessions, which were about 30,000 volumes at that date, but soon sprang to over 100,000 a year. But the work, once thor- oughly established and a routine elaborated, has developed to a point where the purchase and use of printed catalog cards from the Card Section of the Library of Congress is the order of the day in practically all libraries of any size in the country, as well as in many in Canada. Probably in the near future further developments in the direction of cooperative cataloging may be expected. It is entirely possible that mthin a couple of decades one may buy standard size printed cards for any modern book at the time the book is bought. Chapter II ROOMS AND EQUIPMENT THE CATALOGING ROOMS In an old building adapted for library use the rooms devoted to cataloging must frequently be inconvenient in shape and badly placed with refer- ence to the other activities of the library. But even in such uncomfortable cases a proper planning of the available space with regard to light, location of desks and apparatus, book shelves, and the like may aid in making the most of circumstances. Such provisions for the comfort of the staff and the speed of the work as are possible in a new structure may be at least approximated by careful and in- genious supervision. Attention to the details dis- cussed in this chapter may, then, result in a decided improvement of arrangements in old and not wholly comfortable quarters. In new buildings various elements enter into the location of the catalog rooms and the shape and size to be given them. The tendency to curtail working space has proven unfortunate again and again. While it is impossible to forecast with accuracy the future of cataloging in any given library, it seems highly improbable that the relative number of catalogers in proportion to the whole 19 20 MODERN LIBRARY CATALOGING force is likely to be greatly diminished with the progress of cooperative cataloging. It would be safer to err on the side of generosity in the space accorded to the cataloging force. If a library now has ten or a dozen persons employed in cataloging work, it will be well to plan for at least fifteen per- sons in providing space in a new building. This is a conservative estimate. Many libraries have found themselves hampered by cramped and crowded cataloging rooms within a year or two of entering on the use of new buildings supposedly adequate for decades to come. A new building usually means increased use, enlargement of resources, and hence a larger staff. Location of Room. The catalog room should of course be near the other rooms assigned to the work- ing force which prepares books for the shelves. It should, if possible, be part of a series of rooms de- voted to this purpose and on the same floor with the order clerks, classifiers, and shelf -listers, etc. At the same time it is advisable to have the catalog room not far removed from the public catalog. It is inevitable that there shall be much going to and fro between the two, and the shorter the distance the less the time lost. The catalog room should also be convenient to the book stacks and it is very desirable that entrance from it to the stacks be had without passing through reading rooms or public corridors. Moreover as much natural light as ROOMS AND EQUIPMENT 21 possible should be furnished the catalogers since their work calls for continuous use of the eyes for practically the whole of their working day. En- trance to the cataloging room should be from cor- ridors or halls, rather than through other rooms. In small library buildings there is not so much need to insist on all these requirements. But even in small buildings the factors of comparative quiet, short distances, convenient access to stacks and public catalog can not well be ignored. In large buildings care in planning these matters will save countless steps, constant loss of energy, and unnec- essary interruptions. Floor plan of catalog room. A cataloging room (or rooms) must have (1) desks and chairs for catalogers and copyists, (2) ample aisle space for book trucks and for the movement of persons, (3) floor space for revolving book cases at catalogers' desks, (4) shelves for reference books, (5) card catalog cases for both official catalogs and card bibliographies, (6) space for certain minor mechan- ical apparatus and for washstand, etc., (7) locker and cabinet space for supplies. These various items are dwelt upon in detail in the following pages. A cataloger's desk (5 by 2 J feet), chair, book-case, and a truck of books with floor and aisle space for free movement will require a space at least 10 feet by 6, or 60 square feet of floor. This does not allow for catalog cases, book-shelves, etc.. 22 MODERN LIBRARY CATALOGING etc., which must be figured separately. A mini- mum of 100 square feet to a person is usually allowed in planning offices of this sort. The desks should be placed with reference to the light from the windows, so that the light comes naturally on the left of the catalogers when seated at the desks. The other arrangements of the room should in most cases be subordinated to this of the relations between windows and desks. ^ The ventilation must conform, of course, to the general ventilating and heating system of the build- ing. If, however, the location of the catalogers' desks is planned in advance with reference to the windows it will be possible to avoid direct currents of either hot or cold air on persons seated at these desks. Furniture. A generous material equipment will aid greatly in maintaining a high standard of work. If the air is bad and the equipment inadequate, an even and high-class output is difficult to maintain. The catalogers' desks should be flat and reasonably large. There is a decided gain in efficiency if the chairs are carefully fitted to the individual workers, ^ The artificial light for the desks is best supplied in the form of individual desk lamps, not neglecting, however, some provision for general illumination of the room. Whenever there is need for night work the desk lights alone are insufficient. Switches should always be near the en- trance to the room. ROOMS AND EQUIPMENT 23 if proper footrests are provided, and if book trucks and trays are furnished in sufficient quantity to do away with strain in handling steadily large numbers of heavy books. Care in these matters will surely pay in results. Eye-strain resulting from facing windows or similar faults of position should be carefully avoided. When one remembers the ex- treme demands which ordinary cataloging (not to mention revision of copying or proof), makes on the eyes, and the further fact that cataloging calls for continual attention week in and week out to minute details of books and cards, precautions to avoid eye-strain become plain business sense. Even in small libraries such precautions can not be neglected with impunity. Small revolving bookcases at each desk are almost a necessary part of the cataloging equipment. So also are trays for catalog cards, and desk drawers fitted with compartments of standard card size. Machinery. In addition to other furniture, there is usually needed a certain amount of machin- ery in a catalog room. Typewriters are provided in many libraries for the writing of all cards. There is considerable question as to the wisdom of this practice when there are several employees of vari- ous grades engaged in cataloging work. In such cases the wiser plan seems to be to confine the com- pulsory use of the machine to copyists or subordi- nate workers, and to continue the ancient practice 24 MODERN LIBRARY CATALOGING of writing the original card by hand with the pen. When the cataloging is very simple, and can be done rapidly, perhaps there is gain in the use of the typewriter. When, however, judgment, accuracy, and selection are the important factors, as in most research libraries, and in all large institutions hav- ing many recondite books, the item of speed in writing is of secondary importance, and the ad- vantage of the typewriter for the initial card disappears. In addition to typewriters, other forms of dupli- cating machinery, hectograph, multigraph, flexo- type, and the like, seem likely to become a necessary part of the cataloging room's equipment. Perhaps a small printing-press, such as that used in some libraries for printing subject headings on purchased cards, is also to be a future requisite. Floor space and light for the accommodation in proper form of these mechanical aids should be provided, even if at present they are not installed. Miscellaneous equipment. It should almost go without saying that there should be telephone connection (both internal and external) in the cat- aloging room. A properly screened stationary washstand with hot and cold water should also be provided. Books are invariably dusty, and in cat- aloging work it is necessary to cleanse the hands frequently. A supply of individual towels should of course be a part of the equipment, as is required ROOMS AND EQUIPMENT 25 by law in some states. If the library is small, the storing of the cataloging supplies — cards, ink, pencils, pens, labels, blank forms, etc. — can well be cared for in a small cupboard or in the desks. But if it is large, special lockers or closets for this purpose should not be neglected, even when there is a general storeroom. Card cases and shelves. In deciding on the location of shelves and card catalog cases in the cataloging room of a new building it will be well to remember that it is more economical of space, and usually more convenient as well, to group either shelves or cases in one part of the room rather than to arrange them around the walls. In any case, the relations of bookshelves, card cases, and catalogers' desks to the natural and artificial light provided should not be neglected. Particular care should always be given to furnish- ing as nearly as possible overhead lighting for catalog cases. The difficulty in reading the lower lines of a card which is in partial shadow and like- wise tilted at an unfavorable angle should be elimi- nated. The factor of time spent in going from desks to shelves and card cases should receive careful attention. Much unnecessary motion in daily routine can be done away by preliminary planning of a room or series of rooms. A generous and carefully planned equipment on the physical side promotes convenience, makes for 26 MODERN LIBRARY CATALOGING a high class output, and for loyal, efficient service. Careful planning to avoid interference and unnec- essary physical effort, to furnish good light, venti- lation, and effective tools should result in a satisfied, hard-working, and efficient force, be it large or small. Reference books. It is poor economy to skimp on the catalogers' reference books. Even though the necessity for the practice of cataloging in the individual library is on the wane as the result of cooperative effort, the money spent on a catalogers' reference collection, and even on a good deal of duplication in it, is well invested. The amount of time which is often wasted for want of the primary reference books in the catalog room is of itself sufficient reason for devoting funds to their pur- chase. If the reference collection is a strong one, not only will it become at once a decided help in the way of saving time, strength and energy, but the cataloger thoroughly familiar with it is thereby a factor of value in all reference work. Particularly is this true of the smaller libraries in which the familiarity with rather recondite works on the part of the catalogers frequently renders them of great aid to readers. 2 2 For lists of reference books for cataloging, cf. New York State Library. Cataloguer's reference books. Bul- letin No. 84, Bibliography No. 36, 1904. Also ibid., Selection of reference books for the use of ROOMS AND EQUIPMENT 27 A library devoted to a special subject or interest will of course gather for its catalogers all the avail- able bibliographic material on its specialty. In planning for the cataloging reference collection and its housing it is well to allow ample room for growth. If there is anything which the last twenty years have made plain, it is that the growth of libraries has far outstripped even generous provision for their equipment. In fact all plans for catalog- ing work — as indeed for all library work — must have the possibility of extension in view. Even if the relative number of cards made in a particular library is to diminish, the actual number prepared is likely to grow greater. Bibliographies of the future are likely to take card as well as book form. In preparing a catalog room, therefore, ample provision should be made for a large number of card catalog cases for refer- ence use in addition to those which must of necessity be placed in the room for the library's own product. At present the cost of the proof sheets of the Library of Congress cards is so low that every library of cataloguers in finding full names. Bulletin Bibliography No. 5, January 1898. Austin, W. H. Report on aids and guides — a summary of bibliographical aids to cataloguers, Library Journal, v. 19, Conf. number, p. 77-80. Vienna. Universitat. Katalog der Handbiblioteken des Katalogzimmers und des Lesesales. Wien, Ceroid & Cie, 1908. 28 MODERN LIBRARY CATALOGING any size can afford to purchase, cut, and &\e either a complete set of these, — or of the printed cards themselves — or else a partial set, to suit its own needs. These will form the best available bibliog- raphy for the use not only of the catalogers, but of the library's clientele. There are numerous card bibliographies which can be of the greatest benefit to specialized libraries, and their number is steadily growing.^ Ample provision for a greatly increased number of cards as well as of books is therefore a necessity of a modern cataloging room. A great deal of otherwise unused wall and floor space can be put into cheaply finished but well-made metal or wooden card cases. These should be numerous enough to hold several million cards in the larger libraries, and at least a million in smaller ones. CARDS Size. The '' standard size" card, 7.5 by 12.5 cm., roughly 3 by 5 inches, has come into such uni- versal use in American libraries that practically no provision is any longer made for any other size of card. The smaller card, ^' index" size, had a 3 Examples of such card bibliographies are the various card indexes published by the Concilium Bibliographicum of Zurich in certain fields of natural science, and the card indexes to insurance cases furnished by certain law publish- ing firms. ROOMS AND EQUIPMENT 29 considerable vogue for many years, but of late this size card has been discarded by the only libraries of distinction which had clung to it. The printed cards of the Library of Congress, of the Konigliche Bibliothek of Berlin, and of the Concilium Bibli- ographicum of Zurich are all standard size. To this size all standard library card trays and cases conform, and any departure from it is likely to prove very expensive on that account. For ordi- nary cataloging work, then, the standard size card is without a rival. Weight and quality. In the earlier years of the card catalog a very heavy card was generally recommended on the ground that it was best suited to long use in public catalogs. Experience showed that there was no need of this excessive weight, if the quality of the paper was excellent, and a card of more moderate thickness has found favor during the last two decades. The Library of Congress printed cards are of linen rag cardboard of about the same weight as the '^ medium" weight cards of the best commercial supply houses. A number of libraries whose catalogs are not consulted by great numbers of people have long used a much lighter card of high quality, the so-called ''L" weight. The tests of a card are the cleanness and speed with which it "fingers" in consultation, and the fastness of its color. Card stock of a poor quality generally breaks or frays on the top edge under 30 MODERN LIBRARY CATALOGING constant use. Because of this breaking down of the edge the tops of the cards retain dust and the cards frequently stick together. Hence a smooth, hard, and absolutely even top edge is indispensable. Any card which fails under wear at this point is dear, no matter at what cheap price it was bought. Experience proves that a good quality of card stock must be insisted on. Librarians have learned this thoroughly, and usually lean to the side of too good'^ rather than too poor card stock. Ruling. In the earlier days of card catalogs the ruling of the card was a matter much discussed. The need of uniformity in manuscript cards to be consulted rapidly was felt to warrant rather rigid insistence on uniform ruling and strictness in mat- ters of indenting and the like. At present, when the bulk of the cards are either printed or type- written, the ruling is hardly so important, as the alignment and spacing of printed or typewritten cards can readily be made accurate and uniform. * Cf . Library of Congress. Annual Report, 1905, p. 147- 152, for a detailed discussion of the merits of the medium and light weight cards and for reports of experiments with both. Various claims are advanced by manufacturers of card stock with regard to their methods of cutting so as to leave an absolutely smooth and even top. Experience seems to point to the use of rotating knives as producing the best results both in the edge and in the accuracy of cutting. Of course absolute likeness in size is essential to quick consul- tation of catalog cards. ROOMS AND EQUIPMENT 31 Manuscript cards should still be ruled with the top and two side lines in red, as of old. Typewritten cards will do well without any ruled lines at all, if copyists are trained to follow the proper model. ^ Guide Cards. Guide cards to aid the reader in finding his place in a catalog tray are usually made of bristol board. They are somewhat higher than the other cards in the tray, and as a rule the pro- jecting surface is but a third (or less) of the width of the card. Guide cards can now be bought with the legends printed and protected by celluloid. There are numerous other devices to strengthen the guide card and to prevent its wearing out. As a rule none of these are very satisfactory. In the nature of things guide cards must wear out quickly, and they should be re- newed frequently as a part of routine work and expense. They are seldom too numerous. In fact, there are seldom enough of them in large catalogs. In addition to the ordinary guide cards to aid in finding a given caption, it is highly desirable to insert explanatory guide cards before all compli- cated entries. If a subject is subdivided, the guide card should list the subdivisions; if an author entry requires explanation or elaboration, a guide card before the first author card gives the needed in- formation. These may well be of a different color 5 On ink and copying ribbons, cf . below, p. 107. 32 MODEKN LIBRARY CATALOGING from the ordinary bristol guide-cards. It is of course important that the legends should be brief, as they are practically sign-boards. Many such guides could be printed in advance and used (with different headings) for a variety of purposes. The various subdivisions employed under countries and the subheads used in subject catalogs under authors are examples. Chaptek III PLANNING THE CATALOG NUMBER AND KINDS OF CATALOGS Before entering on the actual work of cataloging it is necessary to determine in advance the number and kinds of catalogs to be maintained. Libra- rians have frequently failed to realize that in their routine processes they in effect make and keep up several sorts of catalogs. The kinds most com- monly in use are : (1) a catalog of accessions, (2) a catalog of classes of books (shelf -list), (3) a catalog of authors, (4) a catalog of subjects, (5) a catalog of titles. There may be in addition numerous dupli- cations of parts of any of these five. The number generally includes catalogs primarily for the use of the catalogers ^ 'official" catalog), or for the order clerks, and a catalog (or catalogs) for readers — the public catalog. It is obvious that if these are to differ in form, their number must become a very serious consideration. If, however, the same entry (card) can be used in all or most of them, and if it can be made once and duplicated ad libitum, the question of the number of catalogs maintained is much less serious. ^ It then becomes a matter of ^ In the Library of Congress there are over 100 card cata- logs, large and small — all made of printed cards. Z8 34 MODERN LIBRARY CATALOGING the expense of duplicating, of filing, and of cases. Obviously also, an adjustment of the various proc- esses of preparing the record of a book in the library may be devised which will enable the initial record to be duplicated cheaply and to be used in as many ways as are desirable. The economy effected by the single device of using the same form of entry for a given book throughout the institution, and having that entry determined once and for all early in the process is only to be understood by those who have encountered the vexatious delays and difficulties caused by varying records in differ- ent departments for a book of doubtful origin. Why an accession clerk, a shelf-lister, a cataloger, and a classifier — not to mention others — should in turn have to worry himself, and others, over the proper form of intricate or difficult entries (as they too frequently do) is one of the mysteries of bad management.'^ The adoption, then, of the principle of the ^' unit^' card and uniform rules of entry for various records will resolve in great measure the difficulties ex- perienced in keeping several catalogs. It should not be forgotten, however, whatever the number of catalogs determined on, that there are involved in the carrying out of this principle (1) some cheap mechanical process of duplicating cards, or the ^ Cf. infraf ip. 5Q. PLANNING THE CATALOG 35 possibility of purchasing them at a moderate cost, and (2) certain definite future expense for cases, floorspace and filing. Libraries are sure to grow year by year. Reference libraries wear out few books. The cost of future records in both space and money must be carefully counted.^ Official Catalog. There is one practical ques- tion which deserves attention at this point. Shall a small library keep an ^'official" catalog, that is, a catalog placed in the catalog room for the use of the catalogers and classifiers? Of course, if the library is very small, and is unlikely to grow large, especially if there be but one or two workers, an ofl&cial catalog is a bit of foolish extravagance. A library of fifty thou- sand volumes will perhaps hardly need one. But if the library be part of an institution of learning, of research, whether purely practical or theoretical, if it is to have a continuous existence and growth, an official catalog had better be started early — even when it may seem an absurdity. The time saved to the cataloging force, the helpful aid to continuity and consistency which the opportunity to insert all sorts of catalogers' notes and directions affords, the comparatively trifling expense of maintenance, all point in the direction of establishing such an ^ Cf . my articles in Library Journal, v. 30, p. lG-14, and V. 31, p. 270-271, on ''The cost of cataloging," and ''The number of catalog cards to a book." 36 MODERN LIBRARY CATALOGING office record. In a large library there can be no possible question that an official catalog saves time and money, insures uniformity of treatment, and is the means of avoiding much serious trouble. In- cidentally also the fact that it saves catalogers from continual consultation and even occasional monopolization of the public catalog is an item of no small moment. Everyone has seen public cata- logs thronged by catalogers to the point of inter- fering with the convenience of readers. When there is no official catalog this interference may, and probably will, become a charge against the adminis- tration of the library, to say nothing of the waste of the cataloger's time in going from the cataloging room to the public catalog. Full or Short Catalogs. In the days when all the cards for the various catalogs were made by one cataloger there was much discussion of full entries and of short and simple entries. The question is still occasionally raised, espe- cially in libraries chiefly devoted to the circula- tion of popular books, and may well be studied by all catalogers. The decision of the Ameri- can Library Association committee to leave the cataloger no liberty as regards the title-page has never commended itself to many students of cataloging practice. In fact, the fine art of cata- loging lies in large part in the proper abridgment of the title. Wheitbe^ the fuU deftails of (^IMnxm PLANNING THE CATALOG 37 are desirable for every library is likewise a matter of doubt. No librarian, as some have mistakenly thought, is barred from making a decision on these matters by the fact that he buys and uses printed cards in his catalog. On the contrary, he may, and indeed must, decide how far the needs of his pa.r- ticular institution demand the complete bibli- ographic description of a book, and what elements he may with safety omit. Of course he can not use printed cards successfully in his catalog if he does not ordinarily make his ''main entries" accord- ing to code. Other matters he may determine for himself without undue contrast. While these questions are discussed in some detail in a later chapter,* it may be well to remark here that the date and place of publication and the pub- lisher's name are not wisely omitted in any library frequented by specialists in any field. Neither are the notes of illustrations, maps, and plans, nor the number of pages and volumes. These are all items of moment to one selecting a book from a catalog. The needs of his readers will necessarily govern the librarian's decision. The best principle to follow is to err on the side of fullness, if the library is to grow. Information which easily differentiates somewhat similar books or editions in a small collection will often be wholly insufficient in a large library. The *Cf.p.92-95. 38 MODERN LIBRARY CATALOGING much-vexed matter of full names is a case in point. In a library of, say, fifty thousand volumes which consists largely of the writings of contemporary authors there will not be any great confusion arising from identical or apparently identical names. But in a library which has passed — or will pass — that figure, there will constantly come up cases of the same surname, the same ordinarily used given name, or the same initials. Differentiation is obviously needed. In the full name of each writer it is ordinarily sought and found without the uncom- fortable expedients of dates and epithets, defini- tions and " floruits. ^^ Insistence on full names, which so often seems pedantry and which so easily excites the cheap wit of the captious critic, is in reality the fruit of bitter experience. How much greater would be the ire of the man who now rails at the meticulousness of catalogers, if he should find no adequate distinction in the catalog between the array of men who have rejoiced in the names of John Smith or Wilhelm Mtiller, other than at- tempted dates or designations. Here is where the three and four Christian names do yeoman service in the cause of accuracy. In arriving at a decision, therefore, the probable future development of the collection must be the guiding consideration. On the other hand it must not be forgotten that a decision to be ''full" may involve expense which may be needless and which PLANNING THE CATALOG 39 must be incurred with every book and pamphlet cataloged. Experience has shown that a mean between very full and very short catalogs is attain- able with intelligent direction and good, well- trained catalogers. A changing force working on a large collection can not be held to this mean with success. The amount of time consumed in noting the de- tails of collation is generally held to be a more serious argument against the full catalog than any supposed lack of demand for the information when supplied. But it is very doubtful whether this objection is valid under modern conditions. The time and labor spent in determining the proper form of entries, both author and subject (fre- quently from a lengthy and minute consultation of authorities), are usually far in excess of that needed for setting down the other details, since these last are almost always to be obtained from the book itself. If, now, the American Library Association code be followed, and if in addition there is kept a file of Library of Congress cards or proofsheets, the proper form of entry for puzzling books is determined very rapidly; even when there is no printed card for the book in hand, there are frequently cards for other works of the same author. Some favorite hobbies of entry must of course be abandoned in following the Library of Congress form of entry. But the time thus set free for work 40 MODERN LIBRARY CATALOGING on other features, i.e., added entries (including sub- jects), collation, and notes, makes possible a good grade of ''home-made" card which would have been impractical because of pressure of work in very many libraries a decade since. FORMS OP CATALOGS Dictionary catalog. There are three forms of catalogs for the public in use in American libraries, the dictionary catalog, the classed catalog, and the alphabetic-classed catalog. In the dictionary cata- log which is the form in use in an overwhelming ma- jority of libraries, author, title, and subject entries are arranged in one alphabet, exactly as are the words in an ordinary dictionary. Further, with a very few exceptions, the sub-arrangement is strictly alphabetical. Theoretically this arrange- ment on a strictly alphabetical basis is simple and easily understood. It is claimed that even the tyro can use a dictionary card catalog with both ease and success. This is undoubtedly true in the smaller libraries. Even in the larger ones, in which intricate author and subject entries, as well as extremely large numbers of cards under certain headings, present obstacles to the successful work- ing of the principle of alphabetic arrangement, this principle is, nevertheless, on the whole the most successful yet invented. There is an immense PLANNING THE CATALOG 41 advantage in the collocation of author and subject when these happen to be the same, as in such a heading as Dante, or any other man of letters. There is great convenience, too, in finding the publi- cations of any corporate body, as for example, the city of New York, in juxtaposition with works about that particular body or locality. It is too much, however, to expect that because the diction- ary form of arrangement is comparatively simple that it will of itself be intelligible to untrained per- sons. In the smallest libraries it is well to supple- ment the catalog with every device to render it self -interpreting, not omitting such elementary aids as plenty of guide-cards, labels, and notes explana- tory of arrangement. In large libraries some per- sonal assistance must almost necessarily be rendered to readers desirous of ferreting out obscure and hidden items. If a separate room is provided for the public catalog, there will have to be attendants. It is evident that they must be versed not only in the rules of cataloging and of filing, but also in the use of printed bibliographies and catalogs as sub- stitutes and helps to the card catalog. It is useful to have certain members of the cataloging staff detailed to serve as attendants in the catalog room, both because of their familiarity with the making of catalogs, and for the reflex effect on their work in cataloging. Most American libraries follow Mr. Cutter's 42 MODERN LIBRARY CATALOGING rules for the arrangement of a dictionary catalog found in the fourth edition of his Rules, p. 111-129.^ Classed catalog. The classed catalog, or ''cata- logue raisonne^^ as it was termed in the earlier works, is less frequently met with in American libra- ries. Most libraries, however, prepare a shelf-list, which is substantially the same thing as a classed catalog. The shelf -list does not ordinarily con- tain the cross-references which will be found in a good classed catalog, although such additional entries would strengthen a shelf-list which was designed only for the use of the classifiers. There has never been any very strong reason for the fail- ure of most libraries to duplicate their shelf-lists for the benefit of the public, or at least to make them as fully accessible as the other card catalogs. With the advent of the printed cards such duplica- tion is not only possible at a moderate cost, but from every point of view highly desirable. A classed catalog will show at a glance exactly 5 On the dictionary catalog, cf . the papers by Barrett and Pollard, Second International Conference of Librarians, London, 1897, pp. 67 and 63 respectively; W. E. Doubleday, Class lists or dictionary catalogs? Library, 9: 179; Charles A. Cutter, Why and how a dictionary catalog is made. Library Journal, 15: 143; E. W. Hulme, Principles of dic- tionary subject cataloging in scientific and technical libra- ries. Library Association Record, 2: 551, 571, 668; A. B. Kroeger, Dictionary catalogs versus bibliographies, Library Journal, 27: Conf. 180. PLANNING THE CATALOG 43 what books are grouped on the shelves under any topic or subdivision of a topic. It is necessarily arranged in the exact order of the library's classi- fication. When there are numerous divisions in the collections, as the seminar and laboratory libraries in our large universities, or the branches of a large public library, the classed catalog will reveal more fully and accurately the library's real strength on any one topic than will an examination of the shelves. A ''union shelf -list," which is practically a classified catalog, becomes a vitally important tool under such conditions. There are certain advantages of a technical sort in the classed catalog. The classification has to be done anyhow, and the preparation of a subject catalog arranged by classes is but a slight additional burden on the classifying force. To one familiar with the scheme of arrangement adopted it affords a means for an easy survey of a comparatively wide field, as he finds the various allied topics in close proximity and not scattered throughout the alpha- bet according to the accidents of terminology. From the practical point of view of the librarian who must make a decision between the alphabetic principle of setting forth the contents of his books and the logical arrangement of titles it makes but little difference which form is chosen. It is abso- lutely necessary to supplement any classed catalog with an alphabetical index, unless all the persons 44 MODEKN LIBRARY CATALOGING who consult the catalog are versed in the niceties of classification. It is likewise almost as essential to set out before investigators a detailed scheme of the arrangement of books in the library and the actual titles under the several heads. In other words, if the classed catalog is made the basis for the subject index of the library's contents, there must be an alphabetic key to the system; while a merely alphabetic index gives no adequate notion of the contents of the library in closely related fields. Practically, then, an author and subject catalog arranged alphabetically, plus a duplication of the shelf-list, gives the most effective clue to the con- tents of the library. That is, a dictionary catalog requires supplementing by class lists, a classed catalog by an alphabetical index of subjects. Just what form the classed catalog which is to be used to supplement the ordinary dictionary catalog shall take is a matter to be determined by each library adopting it in accordance with its particular problems. Perhaps small sections of the classed catalog scattered through the library, in the im- mediate vicinity of the books listed, for the con- venience of persons having direct access to the books, such as class lists of special collections, may prove useful. Small book finding-lists in classed form with alphabetic index are a most convenient device, though they involve a departure from the card principle. The so-called '' title-a-line " classed PLANNING THE CATALOG 45 lists which have been issued by the Princeton Uni- versity Library in book form offer a unique solution of the problem of combining compactness, fresh- ness, and low cost. In libraries which are not too large, it is possible to combine card shelf or class lists of the various subjects with each group of reference books in the reference room. Thus a reader having at hand a selection of the library's best and most recent treatises on a given subject may find also a complete list of what the library has on its shelves on the same topics. In this way the half dozen books which do duty in the reference collection may have as a support a list of some hundreds which the reader may call for. This scheme demands the planning of a reference room so that card trays may be furnished in immediate proximity to each set of shelves.^ Alphabetic-classed catalog. In addition to the strictly classified catalog which follows in detail the notation of the classification in use in the library there is sometimes employed an alphabetical ar- « Cf . H. Bond. Classified vs. dictionary catalogues, Ldbrary Association Record, 2: 313-318; A. W. Pollard. Meditations on directories: alphabetical and classed cata- loguing, The Library (New Series) 2: 82-90.; J. H. Quinn. Dictionary vs. classified catalogues for Public Libraries — The classified catalogue, Library Association Record, 3: 314-^20; W.I. Fleftcher, Future of the catalog, L^ra^y Jour- «feL30: 141-4. 46 MODERN LIBRARY CATALOGING rangement of titles under the headings of large classes of books. This method has the advantage of not being subject to change in arrangement with the development of the classification and the conse- quent inevitable change of notation, while it still retains the advantage of the systematic arrange- ment. It is the true "catalogue raisonne^' disposed in alphabetical order. The use of inversion keeps related subjects together, while the call numbers appearing in the customary place are an indication of the location of the books and not a guide to the arrangement of the catalog. In such a catalog Bot- any is found (with a variety of sub-headings) under the letter B, while Zoology comes under Z, and both headings may contain cards for books which are located in parts of the library's collections re- moved from either class. Such an arrangement differs from that of the ordinary dictionary catalog chiefly in that it generally includes under each main head a larger variety of sub-heads, i.e., it is a group- ing of titles by class, rather than by specific subject. Such an alphabetical classed catalog does not, of course, require an index as a strictly classed catalog does, nor does it involve so much movement in consultation as a strictly dictionary catalog. It is best adapted to small collections. In a large library the subjects become so unwieldy that even minute and very specific headings come to have an unduly large number of cards under each, whether PLANNING THE CATALOG 47 those headings be treated as divisions of the classi- fication or as separate subject entries. The alpha- betically arranged classified catalog is not, there- fore, much in favor in progressive library circles for large collections. Arrangement. Before leaving this topic, it may be remarked that the dictionary catalog principle of specific headings may be followed successfully without filing the author, title, and subject cards in one alphabet. If it appears desirable to keep an author record separate from the subject record, it may be done without any departure from the basic principle of the dictionary catalog. In some institutions, in which the catalog is consulted very much more often to discover whether a certain book is in the library than to find what the library has on a particular topic, there is no small practical convenience in keeping the two apart. In that case it is perhaps well to keep biographical and critical works in the author catalog under the name of the subject, as is done in the British Museum Catalogue, or to insert them in the title catalog, if a separate catalog of titles is maintained. DECISION The majority of American libraries have card catalogs on the dictionary plan of arrangement. It is probably the cheapest form to make and to file, 48 MODERN LIBEARY CATALOGING especially with the aid of the purchased printed card. The average reader undoubtedly finds his book in the dictionary catalog more easily than in any other kind. The dictionary form, then, may be taken as the norm for libraries of general interest. This being granted, it becomes the librarian's duty to supplement the general catalog in every way possible within his means, either by lists of certain classes, selected lists of the best books on certain topics, or complete class-lists. The Library of Congress has a dictionary catalog, and supple- ments it by numerous select lists on special topics, and by bibliographies showing completely its re- sources in certain fields. Its shelf-lists will also ultimately be available to the public. The John Crerar Library has a classed catalog, and has pub- lished some very valuable lists showing its resources in particular fields, as Bibliographies of special sub- jects, Encyclopaedias, History of Sciences, etc. When the resources of the library do not permit publication in book form, they generally allow either duplication of card shelf -lists, or direct access to them. At all events, almost any library can now afford to make by means of (printed) cards select lists on topics of particular interest in its own com- munity. Whether these lists are arranged by classes or not is a matter of comparative indifference. Whatever decision is reached, the cost of keeping up the main catalog and its supplements must al- PLANNING THE CATALOG 49 ways be in mind. This cost, as was said in the beginning of this chapter, is not alone that of manufacture — it includes space, filing, and main- tenance. To make fully available whatever work is done is as important as to undertake new projects. Chapter IV ORGANIZATION OF THE CATALOGING FORCE The organization of the cataloging force will naturally vary with the number of catalogers, the character of the library, the degree of minute- ness of the work, etc. Even when the force is very small, it is well to have definite responsi- bilities for each member, and a careful division of the work. Certain classes of decisions — and all cataloging work, aside from mere duplicating, con- sists of decisions — should be left to the librarian in a small library. For example, whenever the rules prescribe the following of the ''best known form" of name, or give similar doubtful direc- tions the decision should be put up to the head librarian, if for no other reason, that he may not be ignorant of the library's practice in dubious matters. In larger libraries he will not, in all probability, have time to devote to such details, but will transfer the responsibility to the head cataloger. Head cataloger. Whenever there are two or more catalogers, one must be given the place of authority. As soon as the force increases to half a dozen or more, definite subdivision of the work and consequent organization will be essential. The 50 OKGANIZATION OF THE CATALOGING FORCE 51 head cataloger must necessarily lay out the work for his force, revise some portions of it, and main- tain a close general supervision. It will be found possible, by the use of the Library of Congress printed cards as authority in matters of entry, to diminish much of the work done of old by head cata- logers in determining author entries. Any reliable cataloger can ascertain the form already adopted in conformity with the American Library Associa- tion rules in the Library of Congress catalog, and can indicate it for the rest of the force by checking the titlepage.. This will dispose of a very large por- tion of the work of deciding on main entries, and will enable the head cataloger to use the time thus freed for careful revision of the work of his sub- ordinates, particularly in the field of subject cata- loging where experience and knowledge count for so much. It should be the rule of the library that every subject heading should be passed on finally by the head cataloger, or his chief assistant. An- other very common rule is that all work when com- pleted shall come to him for final inspection. Revision. Revision of preliminary work should be rigidly insisted on, and revision of all copying work must necessarily be a part of cataloging rou- tine. ^ No card should go into the catalog which * It is this necessity for revision of the copying which con- sumes so much time and strength that has led to various efforts to have cataloging done directly on the flexotype, 52 MODERN LIBRAEY CATALOGING has not been scrutinized by another than the person who made it. This rule should apply to any cards made by the head cataloger as well as to those of his subordinates. Indeed, the better the chief, the more likely is his semi-clerical work to stand in need of scanning by another. He may have lost his skill in tithing the mint, anise and cummin of necessary minutiae in the effort to manage a force almost always insufficient for the work and to get proper headings for all his books. Assignment and specializing. Cataloging calls for a service of varying degrees of knowledge. Much of the work is clerical — some of it is even linotype, or some other machine which can be at once ap- plied to duplication, with but one revision, i.e. the reading of one proof. Certain persons have thought it possible to go farther and eliminate all copying and consequent revision by using some form of photographic process to reproduce on a standard size, sensitized plate an impression from which printing can be done. Another possibility may per- haps lie in the direction of photographing a titlepage di- rectly on a sensitized paper of proper size and thickness which can be used as a catalog card. However, these at- tractive schemes have not as yet been reduced to prac- ticality, although the flexotype and similar forms of inex- pensive typesetting and duplicating machinery effect a great saving in comparatively simple cataloging work, and may well be introduced in libraries having any considerable amount of direct and simple cataloging. When once the element of time in preparation becomes of more moment than time in reproduction, the value of such machines diminishes. ORGANIZATION OF THE CATALOGING FORCE 53 manual, as the pasting on of labels. At the other end of the scale is the need for linguistic ability, bibliographic training, competent judgment on recondite subjects. An improper organization of the force will compel the man who uses half a dozen languages and knows the literature of as many subjects to do the work of a typewriter or a mere clerk, or on the other hand will permit a recent high school graduate to decide the subject entry for the latest physical chemistry or treatise on elliptic functions. Good cataloging costs money. Cheap cataloging is always expensive in the end. The librarian and the head cataloger between them must therefore fit the force to the work so as to use skilled labor to the best advantage, and not to waste it. It is impossible to lay down fixed rules for the details of organization of a department which must necessarily vary with each institution and its needs. If the principles noted above, definite responsibility, careful assignment of duties, and unceasing revision are followed, the work can not well go wrong. Statistics. Reports of the total work done in each cataloging force should be required by the library management. These can best be compiled from the reports of the individual catalogers to their immediate chief. As a rule these are made on blank forms of the size of a standard card. 54 MODERN LIBRARY CATALOGING The minimum on which reports should be re- quired seems to be: (1) number of main entry cards; (2) number of added entries indicated or made; (3) number of " analy ticals " and cards involved; (4) number of former entries investi- gated; (5) amount of revision. Catalogers can keep the account day by day and hand in the re- ports as desired, either weekly or monthly. It is manifestly unfair to the catalogers, as most of our libraries go, to make these reports the basis of comparison between individuals. The work is never of the same difficulty, the same duration, the same amount. No one sits at a desk day by day, hour by hour, turning out catalog cards. The very nature of the work demands a great variety of study and time on different books. One may prove a problem which requires hours of investi- gation, comparison of authorities, balanced judg- ment, consultation of numerous precedents in the library's practice. For another book equally difficult of decision the Library of Congress card file may give the proper form with but a moment's labor. In any library, catalogers having special equipment may be called on — and should be — to aid in reference work. Moreover, the person assigning work can directly influence the record of the individual cataloger by the nature of that assignment. The time expended in the revision ORGANIZATION OF THE CATALOGING FORCE 55 of the work of a careless colleague will of course cause the reviser's output to dwindle. The reports are decidedly valuable in recording the sum of the work done, in estimating the probable capacity of the office. They are seldom, even when taken for long periods, a true reflection of the cataloging ability of the various members of the force.^ Budget. The portion of the income of the library i which may properly be devoted to the work of cata- i^ loging is primarily a matter of general administra- tion. At this point, it may, however, be remarked that the quality of the cataloging work, as well as its quantity, demands consideration. Poorly paid catalogers produce catalogs badly made, badly revised, incomplete and inconsistent. The work of every user of the library is rendered less effective 2 For example, I recall that six books in an unknown tongue once fell to my lot to catalog. There was on the title- pages absolutely no clue to the language. The imprint was finally discovered to be Copenhagen. By a process of elimination lasting several hours, it was at length decided that they must be in some American language. They proved to be books in Eskimo printed by the Danish mis- sionaries to Greenland in the late eighteenth century, but it took the spare time of several days and much consultation of dictionaries of the modern Alaskan Innuit to arrive at an approximation to a translation of the titlepages and the consequent classification and cataloging. How many English or American novels could have been done in that time? 56 MODERN LIBRARY CATALOGING as a consequence, and the reputation of the institu- tion deservedly suffers. The time of the higher salaried employees is frequently all but consumed in an effort to atone for and revise errors and blun- ders. A catalog department must of course be so organized as to make every use of modern cooper- ative methods, of mechanical duplication, of time- and labor-saving devices. The head and his aids must discriminate between needless refinements of collation and notes and the essential elements in the description of a book. Even so, the cost will be heavy, and there is always a tendency — more pronounced in these days of library extension — to cut the cataloging cost at the expense of ultimate efficiency. If the various processes of preparing a book for the shelves are so ordered and correlated that entry is determined at the beginning, descrip- tion once made is mechanically repeated in other records, the apparent cost will produce a real sav- ing. In other words, cataloging should precede accessioning, shelf -listing, classifying, binding. The simplifying of those processes which will result is much greater than would be supposed by those who have followed each in turn separately from the others. When the question, ''How shall this book be entered?" is decided, much of the mental effort now given to the making of various records disap- pears, to say nothing of the practical value in shortening labor of the notes, series entries, refer- ORGANIZATION OP THE CATALOGING FORCE 57 ences, included on the card or added to the title- page.^ Cataloging is in a transition period at the present time. The proportion of the total income needed for this work is certainly in excess of what it will be when all cards can be got when the books are bought. In the meantime it is foolish to cut ap- propriations severely for the sake of entering more attractive fields. QUALIFICATIONS Accuracy. The conditions under which cata- loging work must be done vary to such a degree that it is almost impossible to lay down even minimum requirements. Even more difiicult is it to divine from standards set up and from recom- mendations of candidates the one underlying and essential characteristic — accuracy. No amount of training and no extent of study can make a person of an habitually inaccurate turn of mind a good cataloger. Accuracy in transcribing, in compiling notes of authorities, in copying, in everything, in short, is the sine qua non of success. Accuracy or 3 On the cost of cataloging see my articles (previously cited) in Library Journal, v. 30, p. 10-14, v. 31, p. 270-271, in which it is shown that cataloging costs can be figured in time and results, but hardly in money, as not only do salaries vary, but the kinds of work other than cataloging, strictly so-called, done by the various employees vary greatly in different institutions. 58 MODERN LIBRARY CATALOGING its reverse are more truly matters of habit and disposition than of training. An accurate and exact temperament is more to be sought for in prospective catalogers than any other one thing. Certain minimum requirements almost go with- out saying. For even the minor positions at least a high school education plus some sort of training is necessarily demanded. As one goes up on the scale of positions, the requirements naturally rise. Competent catalogers in libraries of the scholarly type must have had college training and in addition either a good library school course or careful in- struction in a good library. The higher work — particularly that of revision — demands a man or woman of scholarly attainments, knowledge of several languages, and more than a modicum of both training and experience. Linguistic ability is more than ever needed. In these days of rapid growth of libraries even the public libraries maintained by the cities contain numerous books in German and French, and many have large numbers both in the ancient languages and in those of eastern and southern Europe. The number of books in languages other than English is almost certain to increase. A cataloger who can be used only on plain work in English becomes less useful as the years go on. At present such catalogers, if they profit by ex- perience, will doubtless continue in their work be- ORGANIZATION OF THE CATALOGING FORCE 59 cause of the value of this very experience. But persons expecting to enter on cataloging work should acquire a good reading knowledge of French and German as a minimum, and will do well to add to it as much as they can learn of other languages. General information. To linguistic ability one may add that baffling qualification — general infor- mation. This is supposed to be evidenced by the number of years that have been spent in school or college. As a matter of fact the length of time thus spent is no indication whatever of the mental atti- tude of a candidate. Some experience of the world of people as distinct from that of books is no mean help in cataloging books — for people. A librarian seeking a new cataloger will do very well to ask about the attitude of the various candidates toward people and things — about general information and savoir faire. Naturally he must ask people who know. Consequently he can not ask the candi- dates. Some of their "references" will generally, however, be in a position to give a discriminating opinion. "Book-sense." Another quahty which defies defi- nition and is equally hard to discover in advance may be termed "book-sense." To some people * books are books" — and nothing more. Bookish- ness is generally offensive in itself and of very little aid in cataloging or reference work. But "book- sense," if the term may be allowed, is something k 60 MODERN LIBRARY CATALOGING very different from bookishness. It is an ability to move quickly and easily among printed things with an instinctive appreciation of values. It comes to people who have lived with books from childhood but who have never regarded them as an end in themselves. A man or woman without "book-sense" is utterly out of place in a library. Some people never get it — they had best go to sell- ing groceries or pounding typewriters. This qual- ity must be sought for — but there is no way of putting it into application blanks. Again resort must be had to the discriminating person who knows the candidate. Library schools. This leads naturally to men- tion of the work of the library schools. Librarians are looking more and more to these institutions for trained helpers, particularly in cataloging. They do not, however, all teach cataloging equally well. There is a great difference in the theory that is taught, the amount of practice work done, and in the quality of the instruction in cataloging. Much more varied is the work of apprentice classes, which seldom go beyond the mere mechan- ical rudiments of cataloging. It will not do to take the mere fact of some professional training without scrutiny — at least in the somewhat un- formed condition of our present means for afford- ing training in librarianship. The whole matter, then, of qualifications for ORGANIZATION OF THE CATALOGING FORCE 61 catalogers resolves itself into two elements — the qualifications which can be put on paper by an applicant and those which can not. There will be a certain minimum of the first which must be re- quired of all candidates, rising with the complexity of the work and the nature of the library. The qualifications of the second class must be ascer- tained by report of trusted persons or by observa- tion. A probationary period for newly appointed assistants would seem, therefore, an essential part of a library's organization. SALARIES What salaries can good catalogers command? This is wholly a relative matter — not one to which a positive answer can be given. The varying cost of living in different sections, the general divergences between salaries in city and country come in to pre- vent definiteness. If the library has a scheme of classification of its service which provides for pro- motion from one grade to another with satisfactory service of a given length, the catalogers will not come low in the scale. The value of successful experience will of course be recognized in such a scheme, in addition to preliminary training. There will be junior and senior catalogers, and assistants of various grades. At present, so far as can be learned from somewhat extensive inquiry, heads of catalog departments receive salaries varying from 62 MODEEN LIBRARY CATALOGING $1200 to $3000 in different types and grades of libraries. Senior catalogers with good training and long experience range from $900 to $2400, while juniors receive from $600 to $1200. The variety in work, institutions, scale of salaries and of living is thus evident. Few institutions of any consider- able size pay the smallest sums quoted, and equally few the largest. The average is probably about $1800 for head of the catalog work, $1200 for senior catalogers, and $800 for junior catalogers. HOURS Seven hours daily is usually regarded as the maximum of successful cataloging work. Beyond that amount come in eye-strain, physical fatigue, loss of judgment to hinder a satisfactory output. The quality of the work suffers severely, if a longer day is attempted. Indeed it is such a well known fact of psychology that accuracy and judgment fail with fatigue that many librarians deliberately vary the cataloger's work. In some libraries the change comes in substituting another sort of work for a portion of each day. In others the variety is attained by transferring catalogers to other de- partments for a portion of each year. It is highly advisable that a certain amount of service in refer- ence work be given catalogers wherever it is prac- tical. The reaction on the cataloging work is generally very helpful. Chapter V THE USE OF PRINTED CATALOG CARDS The two kinds of modern cataloging practice. Catalogs were formerly made by each institution for itself. Today over 50 per cent of the cards needed for an American university library, and nearly 90 per cent of those for a public library can be purchased and adapted to the needs of the indi- vidual library. The methods of this adaptation are discussed in this chapter. Each year the per- centage of cards available grows — perhaps in a decade the need for making more than a small number of cards will have passed with the develop- ment of the various agencies for manufacturing card entries for both new and old books. The need at present for skill in cataloging in the library is still so great that Chapter VI is devoted to a consideration of some of the guiding principles of that work. In a comparatively short time, however, much of the time and money now necessarily given to cataloging can be freed to a large extent by the purchase of cards for each book added to the library's collections. Catalog rules. The use of printed cards from a central source of course implies the adoption of identical rules of cataloging. The American Li- 63 A 64 MODERN LIBRARY CATALOGING brary Association therefore in 1900 appointed a committee on cataloging rules which worked for several years at this problem, joining finally with a similar committee of the Library Association of the United Kingdom in issuing "Catalog rules: author and title entries. Boston, 1908." This code is largely followed in American libraries, and as the basis for the preparation of the Library of Congress printed cards should be generally adopted by libraries engaged in making new catalogs or remodeling old ones. It is of course possible for a library which has not adopted the code of 1908 to use the printed cards to some extent without en- gaging in extensive alterations or changes of old entries. The fullest benefit, however, can only be gained by following the same rules in purchased and "home-made" entries. If an international agreement of wider scope is ever reached, it will probably not be necessary to make very extensive changes in existing catalogs, just because the printed cards have purposely been made with sufficient space between the top and the heading to permit the writing in of different forms of entry. Cards. The standard size card, approximately 5 by 3 inches (12.5 x 7.5 cm.) is now used exclusively. Odd sizes (which seem to have an irresistible fasci- nation for the amateur) are' in catalogs a positive harm, as they prevent the adoption of printed PRINTED CATALOG CARDS 65 cards for use in the same catalog. The thinner cards are now much more used than formerly. Cheap card stock does not hold its color well nor take a lasting ink with good results and moreover it is likely to break on top and to be cut unevenly; it is therefore advisable to use high grade linen card- board. The Library of Congress cards are of medium thickness and of excellent white stock, to which it is desirable that the other cards in the cata- log should conform as nearly as possible. PRINTED CARDS 'FROM THE LIBRARY OF CONGRESS In planning to make as full use as possible of the printed cards from the Library of Congress the beginner will find it indispensable to study thor- oughly the Handbook of Card Distribution and the Bulletins of the Card Section as well as the pam- phlet ^^ Library of Congress Printed Cards; How to order and use them, by C. H. Hastings. Washing- ton, Govt. Print. Office, 1914." These may be obtained by writing to the Librarian of Congress. It would perhaps be well to correspond with the Card Section of the Library before beginning to work out a method of using the cards in a ''special" or a small library. Number of cards to be ordered. In any case the librarian should determine in advance as well as may be the various uses to which he can profit- 66 MODERN LIBRARY CATALOGING ably put Library of Congress cards. Of course, he must consider that ordinarily he will have to make the same number of cards himself to represent books for which he can not obtain printed cards. If he has no cheap means of duplicating entries this is a very serious matter. Cards can well be used for (1) main entry, (2) a varying number of added entries (subjects, titles, references, editor and trans- lator cards, etc.), (3) entry in official catalog, (4) shelf-lists, (5) departmental or special catalogs. In libraries devoted to specialties there may well be other uses, and in libraries having many branches or departments, there will naturally be a larger number of copies for the various catalogs. He should also determine how far he can use cards for slightly varying editions, imprints, etc., although this must naturally be a matter which will settle itself practically as the system comes into operation. Ordering. The chief difficulty in using Library of Congress cards lies in the process of ordering them. Each year the stock of available cards in- creases by from 50,000 to 55,000 titles, and there are now (1914) over 650,000 titles in stock. As all are stored and arranged by their serial number, the cheapest and most rapid method of picking them out is by means of an order bearing this number. Ac- cordingly the minimum charge (two cents each) is made for orders by number of the cards. This number may be obtained in various ways. There are depository sets of the entire stock of printed PKINTED CATALOG CARDS 67 cards in most of the larger cities in the country. By consulting one of these files it is possible to ascertain definitely that a card has been printed for a given book and to note its number. Certain libraries which are not depositories or subscribers to the entire set of printed cards subscribe to the cards covering certain subjects, as American history. Still others purchase (for about $30 a year) a com- plete set of the manila paper proofsheets of the cards as issued, cut them up (they cut readily to card size), and file them. In this way a complete or partial set may be obtained at a slight initial cost, plus a moderate labor cost. There is some additional advantage in the saving of space over that occupied by the cards, which are of course thicker. But the manila paper slips are not handled or consulted as readily as cards. While the bibliographical value of such a list is its chief ad- vantage, the facility with which desired card num- bers may be secured adds greatly to its usefulness. The process of securing the card number by a search of the file of cards or proof slips is laborious, but it has several advantages; First, the element of uncertainty as to whether cards may be had is thus removed in a very great percent of the books to be cataloged. There will occur cases of books not represented in the file by cards which are just being cataloged at Washington at the time the file is consulted, but these cases are not numerous for the average library. Secmidy the number of subject 68 MODERN LIBRARY CATALOGING and reference cards needed is definitely ascertained ; Third J the cost of the cards is slightly lessened by ordering by number; Fourth, and most important; even if a card for the particular work is not found in the printed card file, frequently there are found cards for other works by the same author, and the proper entry is thereby determined without further hihliographic search. This last item often saves as much time as is consumed in the routine search for a large number of titles. Where no file of Library of Congress printed cards is easily accessible there are other means of securing the serial number and avoiding delay and expense by its use. The monthly American Li- brary Association Booklist contains the card num- ber for each book described. The Cumulative Book Index published by the H. W. Wilson Com- pany of Minneapolis and the United States Catalog of Books in Print, January, 1912, give the card number in a very large . percent of entries. The various lists published by the Library of Congress, including the Catalogue of Copyright Entries, now give the card number in most cases. Among these lists the most commonly used is probably the Monthly List of State Publications, while the cur- rent bibliographic lists of recent years give the card number regularly. When the number has once been found it should be written on a standard size slip bearing the name of the library at the bottom . The number of copies PRINTED CATALOG CARDS 69 of the card desired is indicated by drawing a dash or a slanting line after the card number followed by the number of copies. The author's name may be placed in the upper right hand corner, to identify the book in case the slip is returned, showing that cards are not at once available. Sample order slip Brown 5-16381/4 Homeville Public Library. In case the number is not known, the author, title, and imprint may be written on a similar card instead of the card number, the number of copies being indicated in the upper right hand corner. Sample order slip 4 Fox, John, Little Shepherd of Kingdom Come N. Y., Scribner's, 1903. Homeville Public Library. 70 MODERN LIBRARY CATALOGING In each case it is important to indicate the num- ber of copies of the card desired. Librarians will find it profitable to order generously, as the expense of additional cards is so slight ($.008 each), in com- parison with the cost of ordering a second time, or of writing copies of the card when a sufficient num- ber has not been ordered. All slips should he ar- ranged in numerical or alphabetical order before being sent to the Library of Congress. Accounting. On beginning to use printed cards a deposit must be made with the Librarian of Con- gress through the Card Distribution Section. Cards ordered are charged against this deposit and statements are sent with each shipment of cards. From time to time the deposit must be renewed as it approaches exhaustion. Consult the Handbook of Card Distribution for details. Ordering cards when book is ordered. It is feasible to order the cards from Washington when the books are ordered from the dealer without wait- ing to have the volumes actually in hand. In case the card numbers can be found, the orders may be sent in the usual way. If facilities are wanting for ascertaining the card numbers, there are two methods open to the library purchasing cards. Slips like the one shown above, giving the author and title, etc. may be written for each item to be bought, or duplicates of the library's order-sheets to the dealer may be sent as orders for cards. On PRINTED CATALOG CARDS 71 such sheets the orders should be arranged alpha- betically by authors, and sufficiently full descrip- tion of the books given to insure accuracy in filling the order. When cards so ordered arrive in the library they should be filed in a case in the catalog room to await the arrival of the books. It is a great convenience to place on the order sheets or slips some arbitrary symbol to indicate that Library of Congress cards have been ordered. If this symbol is written in pencil in a designated place in the book when the bill is checked up with the books, the catalogers will know at once without further search that cards are presumably waiting for it in the file. If the symbol is not found in the book in its regular place, a second search should be made for the number of the printed card, and if not found, either an author and title order should be sent to Washington, or the cards must be made in the library.^ If printed cards are not to be had, the returned card order slip bearing that statement may be filed in the place which the printed cards would have occupied in the file of cards awaiting books in the catalog room. If copies of the sheets sent to the dealer are used in ordering cards, the fact that the printed cards can not be obtained can also ^ The Greek letter cp makes a convenient symbol for such purposes. It is written with one motion, means nothing to the uninitiated, and therefore need not be erased. 72 MODERN LIBRARY CATALOGING be noted by means of an arbitrary symbol on the copy retained for comparison with the book dealer's invoice. The symbol may then be placed in the book, and the catalogers will know at once that cards must be written for that book in the library. The Card Section of the Library of Congress always returns the order, so that clerical labor is thereby saved to both parties. Ordering from ''traveling catalogs." Libraries which are recataloging their collections, or any large part of them, may arrange to have ''traveling cata- logs" of groups of books in the Library of Congress sent to them for the purpose of ordering cards for recataloging. This must naturally be a matter of special agreement. It has proven a highly useful device when any very large number of books is to be recataloged, and the library is not a depository for the set of printed cards. Scope of the Library of Congress stock of printed cards. The stock of printed cards of the Library of Congress now (1914) exceeds 650,000 titles. Over 50,000 titles are added annually. The stock includes (1) Practically all books copyrighted in the United States since July, 1898. (2) All classes of books in the library except Religion, Law, and some minor groups. In these classes, cards can be had for books copyrighted since July, 1898, and for most books purchased since June, 1901. These exceptions are steadily being diminished in number PRINTED CATALOG CARDS 73 as the re-cataloging progresses. Further excep- tions are numerous ^'analyticals" and entries for parts of series, the cataloging of which has neces- sarily been deferred until the completion of the bulk of the main entries. In American History and in Bibliography the Library of Congress is especially rich. In other classes it is strong in works in English, but not so complete in foreign works. It possesses and has cataloged by far the largest collection of official publications of governments, national and local, in the United States. It has rich special collections, such as Music, Maps, and Prints, for large portions of which printed cards are available. The special- ized library, therefore, using printed cards from the Library of Congress will not find entries for all its books. A public library, particularly a small one, can usually obtain over ninety percent of its cards from Washington. The small college library can ordinarily secure cards for over sixty percent of its accessions. The great university libraries secure as yet only about half the cards needed for their accessions. Of late the Library of Congress has been printing for other libraries cards representing books not in its own collections. This practice has increased the stock by some eight thousand titles yearly. Cards are also printed for several of the larger government libraries in Washington, including 74 MODERN LIBRARY CATALOGING those of the Department of Agriculture, the Bureau of Education, the Bureau of Fisheries and the Geological Survey. How far this feature may be developed remains to be seen, but the prospect for securing a printed card for practically every new book brightens daily. Printed cards from other libraries. A consider- able number of American and foreign libraries now print cards for all or part of their accessions, especially for books not covered by Library of Congress cards. The more important of these are The John Crerar Library of Chicago, the Libra- ries of Harvard and Chicago Universities, the Boston Public Library, the New York Public Library, the Carnegie Library of Pittsburgh, and the Royal Libraries of Berlin and The Hague. The Berlin Library now sells its cards to both regular subscribers and to occasional purchasers, and it is possible that arrangements could be made with some or all of the others to supply cards to libraries filling a special field. The day is not far distant when there will be some organization of this now scattered work, and printed cards may be bought for practically every book of importance. For the book of merely curious or trifling interest cards will still be made as of old in the library itself. Just how the work of combining orders, accounts, and shipments from several sources is to be organized remains of course for the future. The pressure of PRINTED CATALOG CARDS 75 universal need and demand is bound to produce the result sought in time.^ Use in the library. When the book and the requisite number of printed cards for it have been brought together in the library, there remain the following processes : 1. Comparison to see that the cards exactly correspond to the book in every particular. If they do not, and there has been no mistake in order- ing, changes may be made in the cards either by drawing a heavy line in ink through the words or figures to be changed, and then interpolating be- tween the lines or on the margin the proper data, or by erasing the words to be changed. The latter is a difficult and lengthy task, and never leaves the card in a neat and satisfactory appearance. 2. Placing the classification number in the upper left-hand corner of all the cards, either with pen or typewriter. 3. Writing the subject and other added entries on the top of the cards. If all the added entries indicated on the face of the card are not used, those actually employed should be checked on the card to go into the official catalog in order to render it possible to gather all the cards in case of subsequent removal, changes, or additions. 4. In some libraries the accession number, or 2 Cf . Library Journal, January and February, 1912. 76 MODERN LIBRARY CATALOGING the order number, is placed on the back of each card. This device has certain decided advantages, particularly as a quick guide to accuracy in dis- tinguishing editions, copies, etc. 5. If the heading (main entry) has not been com- pared with that already adopted in the library at the time of ordering the cards, this should be done at the outset in advance of the routine processes just out- lined. It happens not infrequently — particularly in the older libraries — that the adoption of the heading used by the Library of Congress may carry with it changes involving so many cards already in the catalog and requiring so much work as entirely to offset any advantage to be gained by the use of the printed cards. In such cases the decision not to follow the Library of Congress form of entry (which is in accordance with the Rules of the American Library Association) does not by any means involve the abandonment of the use of the printed cards. The space at the top of the card is sufficient to permit the heading already in use in the library to be written by pen or typewriter above the printed heading, which can be cancelled or enclosed in parentheses. 6. The cards prepared for the library's use should be revised to guard against clerical errors, and placed in a box for filing, while the books are forwarded for labeling (or marking by any other process), or else sent directly to the shelves. PRINTED CATALOG CARDS 77 Delay in receipt. Delay occasionally occurs in filling orders for various reasons set forth in the Handbook of Card Distribution, Part V. As a rule new books should not be held for cataloging until the arrival of the cards, but a temporary entry of the simplest form should be made and filed in the public catalog; of course when the printed cards arrive this temporary entry is removed and the printed card substituted. After some little ex- perience in the use of printed cards catalogers will find it easy to decide whether or not to hold a book pending the arrival of printed cards. Chapter VI CATALOGING METHOD RULES AND DECISIONS Codes.^ Probably most libraries in English speaking countries will wish to follow the Anglo- American code adopted by the British and Ameri- 1 Cf . Cutter, Charles Ammi. Rules for a dictionary catalog. 4th ed., rewritten. Washington, Govt. Print. Off., 1904. 173 p. (U.S. Bureau of Education). Dewey, Melvil. Library school rules: I. Card catalog rules; 2. Accession book rules; 3. Shelf list rules. 4th ed. Boston, Library Bureau, 1899. Dewey, Melvil. Simplified Library school rules; card catalog, accession, book numbers, shelf list, capitals, punc- tuation, abbreviations, library handwriting. Boston, Library Bureau, 1898. Fumagalli, Giuseppe. Cataloghi di biblioteche, e indice bibliographici; memoria. Firenze, G. C. Sansoni, 1887. Linderfelt, Klas August. Eclectic card catalog rules; author and title entries, based on Dziatzko's ''Instruction" compared with the rules of the British Museum, Cutter, Dewey, Perkins, and other authorities, with an appendix, containing a list of oriental titles of honor and occupa- tions. Boston, C. A. Cutter, 1890. New South Wales. Public library, Sydney. Guide to the system of cataloguing of the reference library; with rules for cataloguing, the Relative decimal classification, and headings used in the subject-index. By H. C. L. Ander- 78 CATALOGING METHOD 79 can Library Associations. ^ This code is in the main the guide to practice of most American libra- ries at the present day, and is followed by the Li- brary of Congress in its printed cards in all save a few minor particulars. As is well known, it differs from the practice of the principal European codes chiefly in its treatment of what are known as *' corporate entries," i.e., the whole body of publi- son. 4th ed. March, 1902. Sydney, W. A. GuUick, gov- ernment printer, 1902. Perkins, Frederic Beecher. San Francisco cataloguing for public libraries. A manual based on the system in use in the San Francisco free public library. San Francisco, C. A. Murdock & Co., 1884. Instructionen fiir die alphabetischen katalog der preus- zischenbibliotheken. Zweiteausg., 1908. Berlin, Behrend & Cie., 1909. Quinn, John Henry. Manual of library cataloguing. London, Library Supply Co., 1899; rev. ed., 1913. Spain. Junta facultativa de archivos, bibliotecas, y museos. Instrucciones para la redaccion de los catdlogos en las bibliotecas publicas del estado. Madrid, Tip. de la Revista de archivos, bibliotecas y museos, 1902. Vienna. K. K. HofbibUothek. Vorschrift fur die ver- fassung des alphabetischen nominal-zettelkatalogs der druckwerke. Hrsg. von der Direction. Mit zwei beilagen, einem sachregister und 500 beispielen. Wien, Selbstverlag der K. K. HofbibUothek, 1901. 2 Catalog rules: author and title entries. Compiled by committees of the American Library Association and the (British) Library Association. American ed. Boston, A. L. A. Publishing Board, 1908. 80 MODERN LIBRARY CATALOGING cations of governments,^ institutions, societies, etc. There are surprisingly few points of difference be- tween American and British practice under this code. Perhaps in time some agreement may yet be reached with Continental libraries which will admit of freer interchange of catalog cards and bibliographic data. No code can be a complete guide to practice. Commentaries spring up almost immediately upon the adoption of a set of rules. The Library of Con- gress has issued (in card form) a supplemental set of rules, giving its own practice in matters not covered in the American Library Association code or requiring additional directions. Probably few libraries will need to follow all of these supplemental rules, many of which are rendered necessary by the great number of books in the collections of the Library of Congress. Guides. The Library Association code is com- paratively short and simple. Moreover it consists at present (1914) of rules for author entry only, with but little discussion of the principles laid down. It is generally found useful, therefore, to supple- ment this code by Cutter's Rules for a Dictionary Catalog (4th ed., Washington, Govt. Printing Office, 1904). Many libraries which have in the past used the Rules of the New York State Library School (Boston, Library Bureau, 1899), will find these still of decided help, particularly in interpret- CATALOGING METHOD 81 ing earlier practice. Other aids may be freely used, provided that the fundamental distinction between the earlier codes and modern practice, i.e., the use of one card for all purposes, is not lost sight of .^ Decisions. No matter how carefully and loyally the effort is made to follow a set of rules, there will constantly arise cases in which the proper practice is doubtful and requires study. Whenever general principles rather than particular and isolated cases are involved, a decision must be made between the various possible entries or forms of entry. Such decisions may well be rendered by the librarian in counsel with not only the chief cataloger but with various other chiefs of departments. The cata- loger's work touches everyone in the library. An attitude of aloofness toward it on the part of any portion of the staff is always unfortunate, and may be lamentably serious. Decisions on particular entries or minor points need not, of course, be the subject of general discussions. But interpretations of the rules which determine habitual treatment of debatable classes of entries must necessarily be known to all the staff, and the various branches of the service should be heard on them. Decisions once reached should be recorded and 3 Brown, J. D. Library Classification and Cataloguing. London, Libraco Ltd., 1912. Quinn, T. H. Manual of library cataloguing. London, Truslove and Hanson, 1913. 82 MODERN LIBRARY CATALOGING duplicated. If a board sits on points of cataloging practice, as in some large libraries, one of its mem- bers should serve as secretary and keep a journal of topics discussed and results reached. These results — drawn as compactly as possible — should be communicated to every member of the library staff who will use either the catalog or any other records of the library. Only in this manner can uniformity of information or action be secured. The accessions clerk, the binding clerk, the period- ical clerk (in large libraries), will then use the same style of entry as those found in the catalog, to the vast improvement of the service.^ Aside from this record of decisions in debatable cases there will still be need for record in the ofE.