The Quarterly Financial Report is probably best treated as a separate
title, with 785 linking it to the Monthly Financial Statement.

For the Monthly financial statement, see 21.2C2.b.vii, two or more titles
proper used on different issues of a serial according to a regular pattern
(a minor title change).

Monthly financial statement should be the title proper, and there should be
a 246 1_  $i Every third month has title: $a Quarterly financial statement,
$f July 1963-     Include field 780 to link it to the Quarterly Financial
Report.  Frequency is monthly.  A 515 explaining that every third issue was
a quarterly report would probably be redundant, since this should already
be obvious from the 246, but I suspect many catalogers would have a
different opinion.

The "auditor's report" is less clear, especially without anything in front
of me.  You may be able to have an "accompanied by" note on the record for
the  Monthly Financial Statement and an "accompanies" note on the
"auditor's report," but I'm not entirely certain about that (although it
seems they should be linked).  If you give the notes, you should probably
also give a 730 and 787 added entry for the corresponding title (i believe
that currently you need both for the same title).

Michael S. Borries
CUNY Central Cataloging
151 East 25th Street, 5th Floor
New York, NY  10010
email: Michael.Borries@mail.cuny.edu
Phone: (646) 312-1687

             Trina Pundurs
             <tpundurs@LIBRARY
             .BERKELEY.EDU>                                             To
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                                                                   Subject
             10/01/2007 12:15          [SERIALST] Cataloging question:
             PM                        multiple titles/frequencies

             Please respond to
                "SERIALST:
                Serials in
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Dear Serialsters,

I sent the following message to Autocat last week, but received only one
suggestion in response, that the poster indicated "may stretch the rules a
tad."  I'd like to know what my non-rule-stretching options are, so I'm
hoping someone here can help me out.

---------------------------------------------------------------------------

I have before me the following regarding the Marin Municipal Water
District:

Title: Quarterly financial report
     3 issues, covering Jan.-Sept. 1961

Title: Monthly financial statement
     many issues, beginning Jan. 1961
     * starting with July 1963, every third issue is missing

Title: Quarterly financial statement
     many issues, beginning July/Sept. 1963

Yes, that missing every third issue from the "Monthly" has a corresponding
"Quarterly".  I'd really like to treat the two "financial statement"s as a
single title, but for two problems: 1) I'm not sure whether that's
allowed, or if so, how I would describe it; and 2) in addition to the
above, I also have the following:

Title: Financial statement
     Annual; have 4 issues covering 1961-63 and 1967
     This is an auditor's report (the 1967 issue even has a cover title
"Auditors report") but appears to be issued by the District itself

So: if I treat the "Monthly financial statement" and "Quarterly financial
statement" as separate titles, how do I describe the frequency of the
monthly and the relationship of the 2 to each other?  If I treat them as a
single title, how do I describe it, and distinguish it from the auditor's
report?  And just how does that early "Quarterly financial report" relate?

I've been scratching my head over CCM all yesterday afternoon and this
morning and not getting anywhere.  Any guidance anyone can offer is
greatly appreciated.

TIA,
Trina

Trina Pundurs
Water Resources Center Archives, Univ. of California
http://www.lib.berkeley.edu/WRCA/
tpundurs@library.berkeley.edu