Guidelines for Subject Authority Control in IO
                         (rev. 6/22/93)

         Prepared by: R. Collee, V. Goodwin, S. Turchyn

     This policy applies only to name, geographical and topical
headings assigned to bibliographic records.  In these guidelines
the term subject heading refers to all 6XX tag fields, specifically
600 (personal name), 610 (corporate name), 611 (meeting or
conference name), 630 (uniform title heading), 650 (topical
subject) and 651 (geographic name).  IO cataloging agencies may
exceed these guidelines for all subject authority work. 

I.  The IO cataloging agencies will download subject authority
records which are available in the OCLC authority file.

II.  The IO cataloging agencies will create subject authority
records for which LC has not yet, but presumably would, add
authority records to the OCLC authority file, unless these records
do not require any references.

GUIDELINES AND EXAMPLES:
     1.  Cataloging agencies will use Library of Congress
     established subject headings whenever possible.

     2.  Cataloging agencies will establish new subject          
     headings in accordance with Library of Congress policies and
     procedures whenever possible:

          A. Special subdivisions, materials, themes, etc.       
     
               Hurricane Manuel, 1990  (H1560)
                 UF (450) Manuel, Hurricane, 1990
                 BT (550) Hurricanes

               Calvin (Fictitious character)  (H1430)            
                 BT (550) Comic books, strips, etc.

               Azerbaijani Americans  (H1587.5)                   
                 UF (450) Azerbaijani Americans--United States
                 BT (550) Ethnology--United States
                 BT (550) Azerbaijanis--United States

               Little 500, Bloomington, Ind.  (H1592)
                 UF (450) Little 5, Bloomington, Ind.
                 BT (550) Bicycle racing--Indiana--Bloomington

          B. Geographic headings

               Baldy, Mount (Mich.)  (H690, H810)
                 UF (450) Mount Baldy (Mich.)
                 BT (550) Mountains--Michigan

               Stock Island (Fla.)  (H807, H810)
                 BT (550) Islands--Florida

III. The IO cataloging agencies will create subject authority
records for headings which require references, according to Library
of Congress syndetic structure guidelines. However, the IO
cataloging agencies need only to create authority records if they
require the following types of references:

     1. Broader Term (BT) see also references.
          Example:
          150: 0: |a Dutch language |x Anaphora
          550: 0: |w g |a Dutch language |x Reference

     2. Related Term (RT) see also references if the corresponding
     term is already established in IO.                
          Example:
          100:10: |a Wells, Herman B. |x Books and reading
          500:10: |a Wells, Herman B. |x Library

     3. Used For (UF) see references if the |a field in the
     reference is not the same as in the heading. 
          Example:
          110:20: |a Church of England |x Clergy |x Deposition   
          450: 0: |a Deposition (Canon law)

          But:
          110:20: |a Church of England |x Catechisms
          450: 0: |a Church of England |x Catechisms and creeds
          This is not necessary when the |a field in the reference
          is the same as in the heading.

IV. FREE-FLOATING SUBDIVISIONS:  "The term free-floating refers to
a form of topical subdivision that may be assigned by [LC's]
subject cataloger under designated subjects without the usage being
established editorially, and, as a consequence, without the usage
appearing in the SUBJECTS file under each individual subject
heading." (Subject Cataloging Manual, H1095, p. 1)
     The IO cataloging agencies will establish authority records
for subjects with free-floating subdivisions if the heading meets
the criteria stated in III. Form and topical subdivisions of
general application (H1095); free-floating subdivisions used under
classes of persons, ethnic groups, names of individual corporate
bodies, persons, families, and place names (H1100-H1140); free-
floating subdivision established under pattern headings (H1146-
H1200).


     A. Religion (H1185-H1189)
     
     Pattern: 110:20: |a Catholic Church |x Societies, etc.
              450: 0: |a Catholic societies
              450: 0: |a Catholics |x Societies, etc.
              550: 0: |w g |a Christian sects                     
 
     New heading: 150: 0: |a Mormon Church |x Societies, etc.
                  450: 0: |a Mormon societies                     
                  450: 0: |a Mormons |x Societies, etc.
                  550: 0: |w g |a Christian sects
  
     B. History and geography (H1149.5, H1152, H1155, H1159,      
       H1200)
   
     Pattern: 150: 0: |a World War, 1939-1945 |x Refugees 
              450: 0: |a World War, 1939-1945 |x Displaced persons 
              550: 0: |a World War, 1939-1945 |x Civilian relief
              550: 0: |a World War, 1939-1945 |x Forced           
                      repatriation 

     New heading: 150: 0: |a Vietnamese Conflict, 1961-1975      
                  |x Refugees
                  550: 0: |a Vietnamese Conflict, 1961-1975       
                  |x Forced repatriation
          (The heading in the first 550 was not yet established in 
          IO, but the second one was)
               
     C. Recreation (H1188.5)

     Pattern: 150: 0: |a Soccer |x Ability testing
              450: 0: |a Soccer |x Skill testing
              450: 0: |a Soccer players |x Ability testing

     New heading: 150: 0: Tennis |x Ability testing
                  450: 0: Tennis players |x Ability testing

     D. Social sciences (H1151, H1151.5, H1153, H1154.5)

     Pattern:  110:20: |a Harvard University |x Libraries
               550: 0: |w g |a Libraries, University and college
                       |z Massachusetts

     New heading: 110:20: |a University of California at Los
                  Angeles |x Libraries
                  550: 0: |w g |a Libraries, University and college
                          |z California


     E. The Arts (H1154, H1155.2, H1155.4, H1155.6, H1155.8, H1156,
     H1160-H1161, H1163)


     Pattern: 100:10: |a Shakespeare, William, |d 1564-1616 |x
                      Autographs
              400:10: |a Shakespeare, William, |d 1564-1616 |x
                      Handwriting
              500:10: |w g |a Shakespeare, William, |d 1564-1616
                      |x Name

     New heading: 100:10: |a Twain, Mark, |d 1835-1910 |x
                          Autographs
                  500:10: |w g |a Twain, Mark, |d 1835-1910 |x
                          Name

     F. Science and technology (H1147-H1149, H1150, H1158, H1164,
     H1180, H1195)

     Pattern: 150: 0: |a Fishes |x Humor
              450: 0: |a Fishes |x Anecdotes, facetiae, satire,
                      etc.
              550: 0: |w g |a Wit and humor
            
     New heading: 150: 0: |a Porcupines |x Humor
                  550: 0: |w g |a Wit and humor


     V.  The IO cataloging agencies will create or download all
subject authority records which provide the building blocks of the
authority file, unless these headings do not require any
references. EXCEPTION: Geographic place names that are used as
subdivisions. If the geographic place name is not already present
in IO in a subfield "a", establish the authority record even if it
will not include references. (The Heading Use Codes for these
authority records will be coded "aab" or "bab", depending on
whether the heading is for a jurisdictional name or a geographic
feature).

     EXAMPLES:  Heading with subdivision(s), but heading alone (or 
     heading with intermediate subdivisions) has never been used.
               
               A.  Topical headings
                    Art, Israeli--Congresses
          Art, Israeli is not in the AF.  Congresses is a free-
          floater without a UF (450) reference.  The cataloger must
          download, or create one authority record:
               Art, Israeli

                    Swine--Indiana--Spencer
          Swine, Indiana, and Spencer (Ind.) are not in the AF.
          Neither Spencer (Ind.), nor Indiana, appear in a |a field
          in IO. The cataloger must download or create three
          separate authorities:
               Swine - headings use codes bcb
               Indiana - headings use codes aab
               Spencer (Ind.) - headings use codes aab

               B.  Geographic headings
                    Brazil--Economic conditions--1945-1964
          Brazil and Brazil--Economic conditions are not in the AF,
          All three headings are established in OCLC. The cataloger
          must download the three separate authorities:
               Brazil
               Brazil--Economic conditions
               Brazil--Economic conditions--1945-1964

                    English language--South Africa--Kwandelebe
          English language and English language--South Africa are
          in the AF. Kwandelebe (South Africa) is not in the AF and
          does not appear in a bibliographic record in a |a field.
          The cataloger must download or create one authority
          record:
               Kwandelebe (South Africa) with codes aab.
          
               This includes all headings with the terms:
          Metropolitan Area, Region, Suburban Area, Watershed,
          Estuary, and Valley, which can all be added to geographic
          headings. For such headings an authority record needs to
          be created for the geographic heading without the term. 
               EXAMPLE:
               Cities and towns--Russia (Federation)--Volga River
          Region--History.
          Cities and towns is in the AF. Russia (Federation) is in
          the AF. Volga River Region and Volga River are not in the
          AF. One authority record needs to be downloaded or
          created:
               Volga River (Russia)
     
               C.  Personal name headings
                    Alford, Steve.  Playing for Knight (600 +t)
          Alford, Steve is not in the AF. Alford, Steve.
          Playing for Knight does not require any references. The
          cataloger must download, or create one authority record:
               Alford, Steve

               D.  Corporate name headings
                    University of Zambia.  Institute for African
                    Studies--Catalogs
          University of Zambia and University of Zambia.
          Institute for African Studies are not in the AF, or OCLC.
          The cataloger determines that both headings require
          references. The cataloger must download or create two
          separate authorities:
               University of Zambia
               University of Zambia.  Institute of African
               Studies

               E.  Uniform title headings
                    Bible.  O.T.  Deuteronomy--Criticism and 
                    interpretation
          Bible and Bible. O.T. are in the AF.  Bible. O.T.
          Deuteronomy is not in the AF and does not need any
          references.  Criticism and interpretation is a free-
          floater without references, so the cataloger does not
          need to download or create any authority records.
            
VI.  Cataloging agencies using local thesauri will add a 690 field
and supply their processing unit code to alert other cataloging
agencies that the heading is a non-Library of Congress heading:

               A.  Archives of Traditional Music
                     Arullos
                     690  BT: local heading  

For more information on local subject headings refer to Local
Subject Headings (65x:4) in IO.