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RECORDS MANAGEMENT
Judith Read and Mary Lea Ginn
Chapter 4
Alphabetic Indexing
Rules 9-10
Copyright 2011 South-Western, Cengage Learning
Rule 9: Identical Names
โ€ข For identical names, sort records by
โ€“ City names first
โ€“ State or province names second
โ€“ Street names third
โ€“ House or building numbers fourth
2
Rule 9: Identical Names
3
Rule 10: Government Names
โ€ข For local and regional government names
โ€“ The name of the county, city, town, or village is the first
unit
โ€“ The most distinctive part of the name comes next
(examples: public library, fitness center, water works)
โ€“ The type of office comes next (examples: county of,
city of, department of, office of)
โ€“ โ€œOfโ€ is not added to a name
4
Rule 10: Government Names
5
Rule 10: Government Names
โ€ข For state government names
โ€“ The name of the state or province is the first unit
โ€“ The most distinctive part of the name comes next
(examples: attorney general, environmental quality)
โ€“ The type of office comes next (examples: office of,
department of)
โ€“ โ€œOfโ€ is not added to a name
6
Rule 10: Government Names
7
Rule 10: Government Names
โ€ข For federal government names
โ€“ Use three indexing levels rather than units
โ€“ United States Government is the first level
โ€“ The name of a department or top-level agency is the
second level
โ€“ A distinctive name is the third level (examples: national
weather service, civil rights office)
โ€“ โ€œOfโ€ and โ€œtheโ€ are not considered but may be included
for clarity
8
Rule 10: Government Names
9
Rule 10: Government Names
โ€ข For foreign government names
โ€“ Index the name as translated to English
โ€“ Use the most distinctive part of country name as the
first unit
โ€“ Index the balance of country name
โ€“ Index distinctive names for branches, departments, or
offices next
10
Rule 10: Government Names
11
Cross-Reference Examples
โ€ข Foreign business names
โ€“ File records under the English translation of the name
โ€“ Cross-reference using the foreign name
12
Cross-Reference Examples
โ€ข Foreign government names
โ€“ File records under the English translation of the name
โ€“ Cross-reference using the foreign name
13
Subject Titles
โ€ข Subject titles may be used in an alphabetic
name file
โ€“ Applications
โ€“ Bids or project names
โ€“ Special promotions or celebrations
โ€ข The subject title is the key unit
โ€ข Subject subdivisions are indexed next
โ€ข The correspondentโ€™s name is indexed next
14
Subject Titles
15

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Ch04 records management

  • 1. RECORDS MANAGEMENT Judith Read and Mary Lea Ginn Chapter 4 Alphabetic Indexing Rules 9-10 Copyright 2011 South-Western, Cengage Learning
  • 2. Rule 9: Identical Names โ€ข For identical names, sort records by โ€“ City names first โ€“ State or province names second โ€“ Street names third โ€“ House or building numbers fourth 2
  • 4. Rule 10: Government Names โ€ข For local and regional government names โ€“ The name of the county, city, town, or village is the first unit โ€“ The most distinctive part of the name comes next (examples: public library, fitness center, water works) โ€“ The type of office comes next (examples: county of, city of, department of, office of) โ€“ โ€œOfโ€ is not added to a name 4
  • 6. Rule 10: Government Names โ€ข For state government names โ€“ The name of the state or province is the first unit โ€“ The most distinctive part of the name comes next (examples: attorney general, environmental quality) โ€“ The type of office comes next (examples: office of, department of) โ€“ โ€œOfโ€ is not added to a name 6
  • 8. Rule 10: Government Names โ€ข For federal government names โ€“ Use three indexing levels rather than units โ€“ United States Government is the first level โ€“ The name of a department or top-level agency is the second level โ€“ A distinctive name is the third level (examples: national weather service, civil rights office) โ€“ โ€œOfโ€ and โ€œtheโ€ are not considered but may be included for clarity 8
  • 10. Rule 10: Government Names โ€ข For foreign government names โ€“ Index the name as translated to English โ€“ Use the most distinctive part of country name as the first unit โ€“ Index the balance of country name โ€“ Index distinctive names for branches, departments, or offices next 10
  • 12. Cross-Reference Examples โ€ข Foreign business names โ€“ File records under the English translation of the name โ€“ Cross-reference using the foreign name 12
  • 13. Cross-Reference Examples โ€ข Foreign government names โ€“ File records under the English translation of the name โ€“ Cross-reference using the foreign name 13
  • 14. Subject Titles โ€ข Subject titles may be used in an alphabetic name file โ€“ Applications โ€“ Bids or project names โ€“ Special promotions or celebrations โ€ข The subject title is the key unit โ€ข Subject subdivisions are indexed next โ€ข The correspondentโ€™s name is indexed next 14