Transcript Oral History Cataloging Manual

Cataloging Unpublished Oral
History Interviews and
Collections
OLAC, 2004
Marsha Maguire
University of Washington Libraries
[email protected]
Areas of Description
 Fundamental elements of information:
 Title area: Name of the interview or project
 Title area: Indication of form, if applicable
 Title area: Date/s of interview, span dates of project
 Physical description area: Number of items with physical
description of each format
 Note area: Language/s if not English
 Note area: Name of interviewer/organization responsible
 Note area: Narrative summary of topics and people
discussed
 Note area: Statement of access/use restrictions
 Controlled access points: Names, subject terms
Cataloging Tools and Resources
 Marion Matters. Oral History Cataloging Manual, Society of
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American Archivists (SAA), 1995 ($25).
Anglo-American Cataloguing Rules, 2nd ed., 2002 and 2004
revisions, ALA, 2004.
Describing Archives: A Content Manual, SAA, 2004.
Hensen, Steven L. Archives, Personal Papers, and Manuscripts:
A Cataloging Manual for Archival Repositories, Historical
Societies, and Manuscript Libraries, SAA, 1990.
MARC 21 Format for Bibliographic Data, through Update 3.
Library of Congress Name Authority File (LC Authorities).
Library of Congress Subject Headings (LC Authorities).
Art & Architecture Thesaurus.
Minnesota Historical Society, Cataloging Manual, section 20,
Oral Histories (viewed 9/27/2004).
http://www.mnhs.org/library/processingmanual/library/20.html
Oral History
“The process of deliberately eliciting and preserving, usually in
audio or audio and visual recording media, a person’s
spoken recollections of events and experiences based on
first-hand knowledge.”
 Distinct intellectual form
 Some characteristics of deliberately created
and published works
 Some characteristics of unselfconscious
accumulations, such as archival records
Oral History Cataloging
 Collective description
 Information supplied by cataloger
 Importance of contextual information
Unit of Description
Oral History Interview:
 Recorded interview or sequence of interviews
 Interactive question-answer format
 Conducted by an interviewer with a knowledgeable interviewee
on subject(s) of historical interest
 Intended to be made accessible to researchers
 Not: Memoirs, recorded journalistic interviews intended for
broadcast, or recorded conferences or panels
Unit of Description
Oral History Project:
 Series of oral history interviews documenting a topic, theme,
place, organization, event, group of people, etc.
 Conducted according to a plan
 Usually under the auspices of a group or of one or more
cooperating institutions
Unit of Description
Oral History Collection:
 Oral history materials from various interviews not
associated with an OH project
 Usually assembled some time after their creation by
a collector, or by a repository for convenience in
management or description
 Might have a theme or focus
Sources of Information
No chief source; transcription not required;
square brackets not required
 Finding aid, including abstract, index, etc.
 Recorded interview content
 Container label
 Available documentation (letters, worksheets, donor
agreements, forms, etc.)
 Ref. sources
 Transcript
MARC Fixed Fields and 0XX Fields
 Type (Leader/06):
 p = mixed materials (multiple formats)
 i = non-musical sound recordings (audio only)
 g = projected media (film and/or video only)
 t = manuscript language material (unpublished
transcript only)
 Ctrl (Leader/08): a = archival control
MARC Fixed Fields and 0XX Fields
 BLvl (Leader/07)
 m = single interview
 c = project or collection
 d = subunit
 Ctry (008/15-17) xx_ = unpublished
 DtSt (008/06)
 s = single
 i = inclusive (Dates: begin date, end date)
MARC Fixed Fields and 0XX Fields
040 $e ohcm
 006 One or more as needed
006 [innn
006 [t
t ]
000 0a]
 007 One or more as needed
007 vf cbahos [1/2-in. col. videocassette w/sound]
Main Entry
 Interview with an individual: Interviewee (100);
predominant interviewee, or title

Relator term interviewee ($e)
 Oral history project: Project name (corporate body)
(110)
 Collection not related to a project but assembled as a
group after their creation: Personal (not corporate)
name of collector or under title (100 or 245)

Relator term collector ($e)
 Entire OH holdings of a repository: Repository (110)
 Uncertain origin: Title (245)
100 1 Thayer, Jeanne C., $d 1917- $e interviewee.
Titles—MARC 245
A title consists of:
 **Form
$a Oral history interview
 **Name(s),
 **Date(s)
with name(s),
$f full 4-digit year or year
span, optional month and day
Individual Interview
 ** Form
 ** Name(s),
 ** Date(s)
$a Oral history interview with
Ian E. Wilson,
$f 2004 Oct.- 2005 July
245 10 $a Oral history interview with Ian E.
Wilson and Roch Carrier, $f 2004 Oct. 2.
Oral History Project
 ** Form
 ** Name(s),
 ** Date(s)
$a Oral history interviews of
the
Library and Archives Canada
Oral History Project,
$f 2004-[ongoing]
245 10 $a Oral history interviews of the
Hurricane Ivan Oral History Project, $f 20042005.
Oral History Collection (not project)
 ** Name(s)
 ** Form,
$a Canadian librarians
oral history collection,
 ** Date(s)
$f 1995-2010
Ian E. Wilson oral history collection relating to
Canadian documentary heritage, 2002-2008.
Repository’s Entire Holdings of OH
 ** Form
Oral history collection of
 ** Repository Name, the Montreal Public
Library,
 ** Date(s)
1982-2015
245 10 $a Oral history collection of the
Canadian Aviation Historical Society, $f
[ca.1976]-1998.
General Material Designation (GMD)
Not used unless unit of description consists
solely of
 computer file
 microform
 sound recording
 videorecording
245 10 $a Oral history interview with Paul
Martin, $f 2004 Sept. 20 $h [videorecording].
Physical Description: General
 Guidance: See Physical Description area in
OHCM, appropriate chapter(s) of AACR2,
Graphic Materials, Music and Sound
Recordings, AMIM rules
 One or more physical description statements
(multiple MARC 300s if needed)
 Describe format(s) available for use
 Optionally, also describe original format(s) in
MARC 300(s) or a note
Physical Description: Transcripts
(paper, verbatim or edited)
 Use AACR2 abbreviations
 **Extent: Many options; establish policy
 1 volume or item: Number of pages (2-sided) or
leaves (1 sided)
83 leaves
37 p.
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More: Number of volumes, filing units, containers
2 v.
3 boxes (28 v.)
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Linear or cubic ft. (eg., for large collections)
14 linear ft. (21 boxes)
Physical Description: Transcripts
(paper, verbatim or edited)
 Dimensions: Height in cm. x width if needed
$a 121 p. ; $c 28 cm.
Physical Description: Transcripts
(electronic form)
Consult appropriate rules (always changing).
Usually:
 Number of units of the physical carrier and
dimensions (direct access), or
 Number of files/pages and file type (remote
access)
300
300
$a 1 CD-ROM ; $c 4 ¾ in.
$a 47 p. : $b digital, PDF file.
Physical Description: Sound
Recordings
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Number of units
Type of recording (SMD)
Optional: playing time, non-standard speed,
# tracks, # sound channels, dimensions
300 2 sound tape reels (30 min.) : $b analog, 15 ips, 2
track, mono. ; $c 7 in., ½ in. tape.
300 8 sound cassettes ( ca. 60 min. each) : $b analog.
300 1 DVD-audio (60 min.) : $b digital ; $c 4 ¾ in.
Physical Description: Video
Recordings
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Number of units
Type of recording (SMD)
Optional: playing time, color, dimensions
300 2 videocassettes (ca. 50 min.) : $b col. ; $c ½ in.
300 8 videocassettes (U-Matic) ( ca. 30 min. each) : $b
b&w ; $c ¾ in.
300 1 DVD-video (60 min.) : $b sd., col. ; $c 4 ¾ in. [or 12
cm.]
Physical Description: Multiple
Formats
Separate physical description of each format;
use a separate MARC 300 field for each.
Optionally, add form of material designation in
a MARC $3, such as:
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$3 Transcript: $a 83 leaves ; $c 28 cm.
$3 Sound recordings: $a 8 sound cassettes (ca. 60 min.
each) : $b analog.
Notes
Minimum:
 **Interview details, including name of
interviewer and language if not English
(MARC 518)
 **Scope and content/abstract (MARC 520)
Notes
Biographical note (MARC 545)
Context
 When/where the interviewee(s) was born and
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educated
Race/ethnicity/nationality
Family info (parents, siblings, spouse,
children)
Occupation
Political/religious/organizational affiliations
Interests and accomplishments
Awards, special qualifications
Notes
Interview/project details (MARC 518)
Interviews:
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**Date of interview/s
**Name of interviewer
**Language of interview/s
Optionally:
 Place/s of interview/s
 Names of others present
 Sponsorship/sources of funding
 Circumstances of interviews
(Add an optional 033 for coded date and place of the capture of the
recorded information)
518 Interviewed by Jacob McMurray,
Vancouver, B.C., 3 October, 1997; recorded in
English and Japanese.
Notes
Interview/project details (MARC 518)
Projects and collections:

**Date(s) of interviews
 **Name/description of interviewer(s)
 **Language of interviews
Optionally:
 Sponsorship/sources of funding
 Circumstances of interviews
 Location(s) of interviews
518 Interviews funded by the National
Endowment for the Humanities and conducted
by Catherine Kerst and Peter Bartis in and
around Paradise, Nevada, 1992-1994. The
project was directed by Alan Jabbour, director,
American Folklife Center, Library of Congress.
Notes
**Summary of content, nature, scope
(MARC 520)
Interviews
Generally, include (as available and applicable):
 Places, names, time period discussed
 Summary of interview content (events, conditions,
activities, etc.)
 Opinions and attitudes of/about interviewee or
others
 Recollections about others
 Brief summary of stories, anecdotes
520 Fred Gonzales discusses his life and
activities during World War II, including his
experience getting lost along the front lines in
France and identifying German spies among
the ranks. He concludes with thoughts on
how the war changed him.
Notes
**Summary of content, nature, scope
(MARC 520)
Projects and collections
Content, nature, scope of included interviews:
 Names/descriptions of interviewees
 Places and time periods discussed
 Topics and events documented
 Opinions, points of view expressed
520 Interviews document the experiences of nine
Asian Indian immigrants in Minnesota. Each immigrant
briefly describes his or her family of origin, the social
context in which he or she was raised, and the decision
to immigrate to the United States. Interviews focus
heavily on values and attitudes, comparing the "Indian
way" with the "American way," especially as they relate
to family, marriage, parenting, work, and community
life. Narrators also speak about their association with
Indian social groups or religious organizations in the
United States.
Notes
**Linking entry complexity (MARC 580/773)
(Forms part of: note)
 If the interview forms part of a oral history
project, give the project title (as formulated
following the rules for devising oral history
project titles). Precede with intro phrase
Forms part of:
 Until recently, MARC 580; now use MARC
773 $i.
Notes
** Host item entry (MARC 773)
773 08 $i Forms part of: $a Wisconsin
Agriculturalists Oral History Project. $t Oral
histories of the Wisconsin Agriculturalists
Oral History Project $w (OCoLC ) 50628465
Notes
Additional physical form available (MARC
530)
Information on additional formats in which the described
material is available in the repository, on loan, for
purchase, online.
530
Transcript also available online $u
http://www.lib.washington.edu/sc/oralhist/oh24.html
530 Microfilm copy of transcripts available for
purchase; $b Special Collections, P.O. Box 352900,
Seattle, WA 98195; $d OH24.
Notes
Reproduction (MARC 533)
If unit of description is a copy of an original
located elsewhere/destroyed, provide:
 Type, place, agency, date of reproduction
 Physical description of reproduction
533 Photocopy. ‡b Seattle, Wash. : ‡c
University of Washington, ‡d 1979. ‡e 28 cm.
Notes
Location of originals/duplicates (MARC
535)
If unit of description is a copy of an original not
held by the repository, state name, contact
info. of custodian repository.
535 1 Originals held by: Regional Oral History
Office, University of California, Berkeley.
535 2 Copies of transcripts available at:
Oregon Historical Society, Portland, Oregon.
Notes
Provenance (MARC 561)
If applicable and available, describe successive
transfers of ownership. Rare.
561 Originally recorded by Madison’s son, these and
all the Madison family oral history cassettes were
arranged and transcribed by Roger Madison’s niece,
Elizabeth May, before being given to Sarah Wolfe in
1992.
Notes
Immediate source of acquisition (MARC 541)
Immediate donor or source.
 Name of source
 Method of acquisition (gift, purchase, transfer, etc.)
 Date of acquisition
 Source unknown
 Internal info: Address, accession #, purchase price
541
$c Gift; William May; $d 1989.
Notes
**Restrictions on access (MARC 506)
Restrictions placed on access to the interview(s).

Terms of restriction

Date when term of restriction ends (if applicable)
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Additional details
506
506
Access restricted until 1 January 2008.
Stored off site; 24-hour advance notice required.
Notes
**Restrictions on use and reproduction
(MARC 540)
Restrictions placed on use and reproduction of the
interview(s); i.e., restrictions on the right to
reproduce, exhibit, fictionalize, quote from, etc.
540
No part of the interview may be quoted for
publication without the prior written permission of
the interviewee.
540 Literary rights of Bill Gates have been granted to
the public.
Notes
Finding aids (MARC 555)
Describe name indexes, unpublished finding
aids/inventories, abstracts, etc.
555 0 Name index available.
555 0 Finding aid available in the repository and on the
World Wide Web.
856 42 $u
http://lcweb2.loc.gov/ammem/ead/jackson.html $z
Connect to the online finding aid for this collection
Notes
Preferred citation (MARC 524)
Preferred format and content for citing
described material.
524 Songs of Atlantic Canada Oral History
Project, Folklore and Language Archive,
University of Newfoundland.
Notes
Citation (MARC 510)
Cite works in which abstracts, citations, etc. about
described materials have appeared.
510 3 Described in: Guide to Missouri Oral History Collections,
1995.
Publications about described materials
(MARC 581)
Cite works based on described materials.
581 8 Civil rights and Japanese American internment. Palo Alto,
Calif.: Stanford Program on International and Cross-Cultural
Education, 2002.
Notes
General notes (MARC 500)
Other descriptive information not covered by other
notes.
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500
500
500
Physical description
Supplementary materials
Transcript information
Audiocassettes duplicated from original reel-to-reel tapes, 1997.
Accompanied by 12 photographs and three maps.
Transcript heavily edited.
Controlled Access Points
 Personal names
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Subjects: people discussed (600)
Interviewer (700)
Additional interviewees (700)
 Organizational names
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Subjects: organizations discussed (610)
Other contributing/sponsoring institutions (710)
Name of larger collection (773)
 Subject headings (topics discussed) (650)
 Geographical headings (places discussed) (651)
 Form/genre headings (finding oral histories in a sea of books)
(655)
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Oral histories
Transcripts
Photographs
Access Points - General
 Sources of information: Determine access
points from the same sources used in the
descriptive parts of the record
 Access points should be justified in the
description
Access Points – Added Entries
Make added entries for:
 Interviewee(s): Two or more interviewees--Main entry under
predominant interviewee, added entries for other interviewees.
Follow each with $e interviewee. (MARC 700)
 Interviewer(s): Make an added entry under the heading for the
interviewer. If more than one, or for a project or collection, make
added entries for any or all interviewers. Follow each with $e
interviewer. (MARC 700)
 Many interviewers: Use judgment, based on
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significant contribution to project
significant number of interviews
authoring of work(s) based on interviews
interviewer(s) considered well known or prominent
Access Points – Added Entries
Make added entries for:
 Associated corporate bodies: Any corporate bodies
significantly involved in development, management,
sponsorship, or funding (MARC 710)
 Parent project name: If individual interview is part of a named
project, make an a.e. under the project name (MARC 710)
 Alternate titles: Any title, other than that given in 245 Title
area, by which material is known (MARC 246)
 Titles contained within unit of description: Title entries or
name-title entries of works contained within the unit of
description (MARC 700, 710, or 740)
Access Points – Subjects
$v Interviews (free-floating subdivision):
Use under names of:

Individual persons interviewed
600 10 Moranis, Rick $v Interviews.

Individual corporate bodies (for interviews or collections of
interviews with persons associated with the corporate body
610 20 Minnesota Vikings (Football team) $v Interviews.
610 20 McGill University $x Faculty $v Interviews,
Use under topical headings for interviews with one or more persons
from specific:

Classes of people
650 0 Loggers $z British Columbia $v Interviews.

Ethnic groups
650 0 African Americans $z Maryland $v Interviews.
Access Points – Subjects
Additional name/subject headings:
In addition, assign as many
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personal and corporate name headings
topical headings
geographic headings
as needed to provide access to the content of the
interview.
650 0 Tree felling $z British Columbia.
610 20 McGill University $x Faculty.
651 0 British Columbia $x Politics and government.
Access Points – Form/Genre Terms
 Use MARC 655 field.
 Good source of terms: Art & Architecture Thesaurus
655 7 Oral histories. $2 aat
655 7 Transcripts. $2 aat
Interview Example
OCLC: 51245683
Rec stat: c
Entered: 20021218
Replaced: 20040203
Used: 200212
Type: g ELvl: I Srce: d Audn:
Ctrl: a
Lang: eng
BLvl: d Form:
GPub:
Time: 024 MRec: Ctry: xx
Desc: a TMat: v Tech: l DtSt: s Dates: 2000,
040 WAU $c WAU $d OCLCQ $e ohcm
007 v $b f $d c $e b $f a $g h $h o $i s
043 n-us-wa
090 $b
049 WAUW
100 1 Haaga, Agnes, $e interviewee.
245 10 Oral history interview with Agnes Haaga and Geraldine Siks, $f
2000 Sept. 10 $h [videorecording].
300
1 videocassette (VHS) (24 min.) : $b sd., col. ; $c 1/2 in.
Interview Example
545 0 Haaga and Siks are former children's theater instructors for the
University of Washington School of Drama. Haaga was hired by School of
Drama director Glenn Hughes in 1947 to start a children's theater program
at the UW. Siks, an author of children's plays and textbooks on children's
theater, was hired in 1948 as the program expanded. Both have also
participated in the Arena Group alumni organization.
520 Agnes Haaga and Geraldine Siks relate memories of building a
children's theater program, learning from drama pioneers Glenn Hughes and
Winifred Ward, and instructing students such as playwright Megan Terry.
They also discuss their work with the Arena Group, and offer advice for
students of drama.
500 "Tape 17"--Cassette label.
600 10 Haaga, Agnes $v Interviews.
600 10 Siks, Geraldine $v Interviews.
610 20 Arena Alumnae $v Interviews.
610 20 University of Washington. $b School of Drama.
650 0 Actresses $z Washington (State) $z Seattle $v Interviews.
650 0 Acting teachers $z Washington (State) $z Seattle $v Interviews.
Interview Example
650 0 Children's theater $z Washington (State) $z Seattle.
655 7 Oral histories. $2 aat
700 1 Starry, Michele, $e interviewer.
710 2 Arena Group Oral History Project.
773 08 $i Forms part of: $a Arena Group Oral History Project. $t Oral
history interviews of the Arena Group Oral History Project, 2000-2001
$w (OCoLC)50816065
Project Example
OCLC: 50816065
Rec stat: c
Entered: 20021021
Replaced: 20030520
Used: 200305
Type: g ELvl: I Srce: d Audn:
Ctrl: a
Lang: eng
BLvl: c Form:
GPub:
Time: 300 MRec: Ctry: xx
Desc: a TMat: v Tech: l DtSt: m Dates: 2000,2001
040 WAU $c WAU $e ohcm
007 v $b f $d c $e b $f a $g h $h o $i s
043 n-us-wa
090 $b
049 WAUW
110 2 Arena Group Oral History Project.
245 10 Oral history interviews of the Arena Group Oral History Project, $f
2000-2001 $h [videorecording].
300 17 videocassettes (VHS) (ca. 300 min.) : $b sd., col. ; $c ½
in.
Project Example
518 Interviewed by Michele Starry during 2000 and 2001 at the
Penthouse Theatre on the campus of the University of Washington.
Interviewees include Bill Crossett, Wendy Iverson, Katie Dolan and Shirley
Ward, and Agnes Haaga and Geraldine Siks.
520 The project conducted 10 interviews with individuals associated
with the Arena Alumnae during the group’s early years in the 1940s and
1950s. The Arena Alumnae were primarily interested in raising funds to
support scholarships for promising actors and actresses attending the
University of Washington School of Drama. Originally an offshoot of a similar
group in the English Dept., Arena Alumnae began raising funds by holding
afternoon teas at the home of Glenn Hughes.
610 20 Arena Alumnae $v Interviews.
610 20 University of Washington. $b School of Drama.
650 0 Actors $z Washington (State) $z Seattle $v Interviews.
650 0 Actresses $z Washington (State) $z Seattle $v Interviews.
655 7 Oral histories. $2 aat
700 1 Crossett, Bill, $d 1921- $e interviewee.
700 1 Haaga, Agnes, $e interviewee.
700 1 Siks, Geraldine Brain, $e interviewee.
700 1 Starry, Michele, $e interviewer.