CHOOSING BETWEEN THE DIFFERENT RDA AND LC/PCC CORE DESCRIPTIVE

ELEMENTS

GUY FROSTVALDOSTA STATE UNIVERSITY

GFROST@VALDOSTA.EDU229.259.5060

RDA CHOICES

New Terminology

AACR2R Rules – now called RDA InstructionsLibrary of Congress Rule Interpretations (LCRI) –

replaced by Library of Congress Policy Statements (LCPS); Change in October 2012 to: LC-PCC PS, or, Library of Congress/Program for Cooperative Cataloging Policy Statements

Chief source becomes Preferred SourceHeadings (e.g. 1XX, 7XX, 8XX) – Authorized Access

PointAuthor, Composer, etc. – CreatorMain Entry – Preferred Title or Authorized Access

Point for Creator

New Terminology Cont.

Uniform Title – Preferred Title w/ or w/o differentiated data, or, Conventional Collective Title

Physical Description – Carrier DescriptionSee Reference – Variant Access PointSee Also Reference – Authorized Access Point

for related entityGeneral Material Designation (GMD) –

replaced with Content, Media, and Carrier types

FRBR ENTITIES

RDA is standard for bibliographic description based on FRBR conceptual model

Group 1: Work, Expression, Manifestation, Item

Group 2: Person, Family, and Corporation

Group 3: Subjects of Groups 1 and 2 (concepts, objects, events, and places)

WEMI

WORK – intangible/abstract – represents an idea in its purest form (Authorized Access Point (AAP))

EXPRESSION – the realization of that idea, e.g., in written form, musical notation, translation, revision, or reiteration and is realized by an Authorized Access Point

MANIFESTATION – the physical realization of that expressed idea in book form, CD, PDF, this PPT presentation – expressed in the descriptive part of a bibliographic record (covered in ch.2-4)

ITEM – the physical piece in hand (covered in ch.2-4)

“RDA CORE” ELEMENTS IN A FAMILIAR FORM (Choice 1)

02x/030/074/086/088 $a 2.15245;__; $a 2.3.2 / $c 2.4.2250;__; $a 2.5.2 / $b 2.5.626X;__; $a 2.8.2/2.9.2 : $b 2.8.4/2.9.4, $c

2.8.6/2.9.6/2.11 $e (2.10.2 : $f 2.10.4 ; $c 2.10.6)

300;__; $a 3.4336;__; $a 6.9338;__; $a 3.3490;__; $a2.12.2. 2.12.9, 2.12.10 ; $v 2.12.17

“LC-RDA CORE” ELEMENTS IN A FAMILIAR FORM (Choice 2)

02x/030/074/086/088 $a 2.15245;__; $a 2.3.2 : $b 2.3.3 = 2.3.4 / $c 2.4.2250;__; $a 2.5.2 / $b 2.5.6264;__; $a 2.8.2/2.9.2/2.10.2 : $b 2.8.4/2.9.4/2.10.4, $c

2.8.6/2.9.6/2.10.6/2.11300;__; $a 3.4 – $c 3.4.1.10336;__; $a 6.9337;__; $a 3.2338;__; $a 3.3490;__; $a 2.12.2. 2.12.9, 2.12.10 ; $v 2.12.17 $x

2.12.16/2.12.8500;__; $a 2.20.2 (source of title)

Types of Description (RDA 1.5)

Comprehensive Description (1.5.2)Describing a resource as a whole (single volume, multivolume

monograph, serial, etc.)

Analytical Description (1.5.3)Describing a part of a resource (single volume of a serial, two different works bound together, etc.)

Hierarchical Description (1.5.4)A combination of the two

LC does not follow this practice

Changes in Descriptive Practices

What you see is what you get (Principle of Representation) (RDA 1.7; LCPS A.1) RDA A.1: Follow language involved (RDA A. 10-A.55)

Alternative: follow in-house guidelines LCPS Alternative: “take what you see” for transcribed

elements Fields with data in all caps

Record numerals expressed as words in Arabic form (RDA 1.8.4) LCPS Alternative: “take what you see” for transcribed

elements (e.g., Roman numerals for 264 date)

RDA Appendices

Appendix A: Generally, capitalize words according to the guidelines for the language involved (A.1)

Appendix B: Abbreviations – generally, use only as found on the resource (B.4); Latin Alphabet Abbreviations (B.7) (e.g., in. for inches)

Appendix C: Initial ArticlesAppendix D: Record Syntaxes for Descriptive

Data (ISBD)

Description in General

1.3 – RDA Core Elements1.4 – Language and Script – those fields that you will

“take what you see”2.# -- Identifying Manifestations and Items (or, general

guidelines for recording 245, 250, 264, 490, 020, 5XX) 2.2.2.2 – Source of Information; 2.2.4 others sources

Describing Carriers – (300, 336-338 fields) 3.4 (extent); illustrative content (7.15); 3.5 (dimensions) 6.9 (content); 3.2 (media); 3.3 (carrier)

Language 2.2.3.1

-- Language of Content-- Language of Translation

Punctuation (Appendix D)

RDA 1.7: General Guidelines (1.7.2-1.7.9) – Appendix D applied when stated ISBD between subfields has remained unchanged Punctuation may still be added for clarity

LCPS – 1.7.1 (General Guidelines for Bibliographic and Authority Records)

RDA 1.7.3 Transcription – Punctuation: Transcribe punctuation as it appears on the source

245;10; $a … and then there were none (A.4.2 for capitalization)245:00; $a What is it? … what is It not?

Note change from AACR2R: the em dash (--) no longer replaces the ellipse (…) when on the piece (what you see is what you get)

LCPS 1.7.1: Ending Punctuation

1XX, 6XX 7XX Access Points, ending punctuation is: . ) ] “ ? ! –

240 – no change245, 250 – If field does not end in a period, add one.246, 490 – no ending punctuation unless part of data264 – ends with: . ) ] ? - > Exception:

copyright date does not end with period (264;_4; $c 2012 )

300 – none ) .7XX $i Relationship designator. (Appendix J): First

word is capitalized, subfield ends with colon: $i Libretto based (work):

What Makes a Record RDA

Three Areas Necessary: Leader/18 – Descriptive Cataloging Form (DESC):

Coded “i“ (ISBD)

040; $a … $b eng $e rda $c … suggested best practice by the PCC is to place $e

immediately before $c

336-338 fields (Content-Media-Carrier)

245 – Title

What’s changed: What you see is what you get (RDA 1.7.1; 2.3.2.4)

Instruction 2.3 (Basic Title) 2.3.2 Title Proper (RDA and LC Core) 2.3.1.4 Exceptions 2.3.1.7 Common Title with Parts, Sections, and

Supplements 2.3.2.9 Resources lacking a collective title 2.3.4 Other title information (Subtitles) 2.3.6 Variant titles 1.7.5 Symbols in titles

Following LC Policy of “Take What You See”

245;10; $a AFRICAN AMERICAN MASTERS : $b Highlights from the Smithsonian American Art Museum /- 2.3.1.4 – as found- RDA 1.7.1 – Alternative, follow in-house procedures “for capitalization, punctuation, numerals, symbols, abbreviations, etc.”

245;10; $a African American masters : $b highlights from the Smithsonian American Art Museum /

245 – Statement Of Responsibility

What’s changed: rule of 3 gone (RDA 2.4.1.5) Transcribe as found (i.e., include Mrs., Jr., Dr., etc.) (RDA

2.4.1.4) Optionally, Abridge statement; LC does not apply these instructions

RDA: Charles F. Hoban, Jr.LC: Charles F. Hoban, Jr., Special Assistant, Division of Visual

Education, Philadelphia Public SchoolsNote: Jr., etc. now considered part of name and included in

Authorized Access Point (Fields 100, 700, etc.) Optional Omission: Record 1st named followed by [and six

others] LC does not apply these instructions

Additional Statements (RDA 2.4.1.6) (editors, authors of forewords, etc.)

Other Title Instructions

Inaccuracies: Record as is (RDA 1.7.9 and 2.3.6) [sic] no longer used (same for all other descriptive

elements) Make a 500 note Add a variant title (246) with correct spelling (RDA

2.3.6 and 2.20.2.4)Collective Titles (RDA 2.3.2.6)

LCPS 25.1 – 505 Contents is Core (except for: anthologies of poetry, hymnals, conference proceedings, journals, collections of interviews or letters, and similar resources)

Items lacking a collective title (RDA 2.3.2.9)

250 Edition Statements (RDA 2.5.2?)

What’s different: “take what you see”- Edition statements are recorded exactly as printed

If resource has edition statement abbreviated, the period is considered part of the abbreviation and not the terminal punctuation (RDA D.1.2.1). e.g.:

250;__; $a 3rd ed..

Leader and 008/264

What’s different: OCLC-RDA will continue to support 260; LC to replace 260 with

264 field(s) on newer records Take What You See (i.e., do not abbreviate states, publishers’

names, etc.) Only first place is Core (2.8.2) Do not correct information (1.7.9) Range dates (DtSt: q) no longer limited to 20 years (1.9.2.4) Each cataloger supplied element enclosed in its own square

brackets

s.l. replaced by [Place of … not identified] (2.8.2.6; 2.9.2.6; 2.10.2.6)s.n. replaced by = [… not identified] (2.8.4.7; 2.9.4.7; 2.10.4.7)s.d. replaced by = [date of … not identified] (LC/PCC 2.8.6.6.;

2.9.6.6; 2.10.6.6)

Note: RDA Instructions are still for recording information in 260

264 – Repeated Based on Function

Second Indicator 0 = Unpublished works, like dissertations, art objects, archival

collections, etc. (2.7) Only date is Core

1 = Publication, Release, or Issuing statements (2.8) RDA and LC CORE

2 = Distribution statements (2.9) Core if no Publication information found

3 = Manufacture, printing, duplication, casting, etc. statements (2.10) Core if not Publication, or Distribution information found; date

manufacture also Core if lacking copyright date 4 = Copyright notice and Phonogram dates (2.11)

Core if lacking date of Publication or Distribution LCPS: if data […] elements are being given in lieu of […] missing data

elements; give a complete statement for that area

DtSt: t Dates: 1942, 1942264;_1; $a New York : $b Random House, $c [1942]264;_4; $c ©1942

or, 264;_4; $c copyright 1942

264 punctuation the same as 260- Period or other terminal punctuation used: . ) ] ? - >

No period at end of Copyright Notice Some pre-264 records have:

260;__; New York : $b Random House, #c [1942], ©1942.

e.g.: No publication date on title page; Date on verso: Copyright, 1942 (RDA 2.8.6.6)

e.g. 2: t.p.: New York ABINGDON PRESS Nashville; t.p.v. : Copyright MCMXLV

RDA 1.8.2: Record numerals as preferred by agency- Alternative 1: LC practice: as found- Alternative 2: as found and agency preferred in

square brackets08; DtSt: t Dates: 1945, 1945264;_1; $a New York : $b ABINGDON PRESS, $c [1945]264;_4; $c ©MCMXLV (Alternative 1- LC Practice)264;_4; $c ©MCMXLV [1945]264;_4; $c ©1945 (RDA 2.8.6.3)

RDA 1.8.3: Substitute numerals for numbers expressed as words

Example from LC 264 guidelines

264;_1; $a Syracuse, New York : $b [publisher not identified], $c 2010.264;_2; $a [Place of distribution not identified] : $b Adirondack Distributors, $c 2012.264;_4; $c ©2009

Square Brackets for each element264;_2; [Syracuse, New York] : $b [Adirondack Distributors], $c 2012

300 Physical Description

What different: Most words are spelled out (exception: in.) cm and mm no longer considered abbreviations and lacks period RDA Core: 3.4 (extent); 3.5 (Dimensions) Illustrative material only Core for LC and only for children’s

literature (LCPS 7.15) LCPS: use illustrations only; RDA alternative, add other terms if

considered important (music, maps, portraits, etc. 7.15.1.3))

300;__; $a xi, 159 pages : $b illustrations ; $c 28 cm

Exception: when field 490 present, terminal period is recorded

300;__; $a x, 244 pages : $b illustrations, maps ; $c 28 cm.490;1_; $a Synthesis and assessment product ; ‡v 3.4

336-338

All fields repeatable if necessary

e.g.: 336;__; $a text $2 rdacontent 336;__; $a still image $2 rdacontent

Graphic novels have both types of content, written text and graphic images, thus two 336 fields

Only 336 and 338 Core in RDA; LC/PCC all three Core 336 (RDA 6.9) 337 (RDA 3.2) 338 (RDA 3.3)

Can be recorded in textual form or coded form ($b)http://www.loc.gov/standards/valuelist/rdacontent.html

Series - 490

Numbering (RDA 1.8.2) Record series number as preferred by agency Alternative: Record number as found (LC practice) Alternative 2: Record number as found and place

preferred agency number in brackets

490; 1_; $a … ; $v Band 4490; 1_; $a … ; $v Band IV (Alternative 1 – LC’s

practice)490; 1_; $a … ; $v Band IV [4] (Alternative 2)

Notes

General Guidelines 1.10 1.10.2 – Capitalization PCC/LC – accept machine derived contents notes as is

Optionally, changed them to conform to Appendix A of RDA (e.g., sentence case)

My recommendation: check any 505 that begins: Machine Derived Contents:

504; RDA examples separate index and bibliography (7.16.1.3) LCPS – transcribes them in a string “Pages” spelled out for both

500;__; $a Includes index.504;__; $a Bibliography: pages 859–910.

LC: Includes bibliographical references (pages 859–910) and index.

Authorized Access Points

Persons (8-Guidelines for recording Attributes (e.g., dates, etc.)What’s changed: Include Jr. as part of the name

(9.2.2.9.5);

choose the name by which the person is commonly known (9.2.2.3)

Relationships Designators: Persons, Families, and Corporate Bodies (Appendix I)

More emphasis on recording the relationships in Authorized Access Points ($e or $4) Would be included for all most 1XX and 7XX entries

100;1_; $a Rowling, J. K., $e author.

Subfield e ($e) terms found in RDA Appendix I According to LCPS: LC will use $e and only for

illustrators of children’s books Subfield 4 ($4) codes found at:

http://www.loc.gov/marc/relators/

Relationship Designators: Works, Expressions, Manifestations, and Items

(Appendix J)

Increased use of relations between different but related resources

Used in 7XX fields100;1_; $a Evans, G. Edward, $d 1937- 240;10; $a Developing library and information center collections

245;10; $a Collection management basics775 08 $i Revision of: $a Evans, G. Edward, 1937- $t Developing library and information center collections $b 5th ed. $d Westport, Conn. : Libraries Unlimited, 2005 $h xx, 446 p. : ill. ; 26 cm. + 1 computer disc (4 3/4 in.) $k Library and information science text series $w (DLC) 2005016098

N.B.: This is a change from using a 500 note and 700 Author-Title to link previous edition to this one

More Examples

245;00; $a Alice in Wonderland, or, What's a nice kid like you doing in a place like this? / $c Hanna-Barbera Productions.

700;1_; $i Parody of (work): $a Carroll, Lewis, $d 1832-1898. $t Alice's adventures in Wonderland.

---100;1_; $a Auel, Jean M.245;14; $a The valley of horses : $b a novel / $c Jean M.

Auel.700;1_; $i Sequel to: $a Auel, Jean M. $t Clan of the cave

bear.700;1_; $i Prequel to: $a Auel, Jean M. $t Mammoth

hunters.

7XX

700 – Author-Uniform Title Entries760 – Main Series762 – Subseries765 – Original language767 – Translation Entry (Translated as:)775 – Other Edition Entry776 – Additional Physical Form787 – Other Relationship Entry

Ideas for Staff Training

Edit descriptive fields: (245 $c, 250, 264, 300, 490, 504)

Add Appendix I of RDA for Relator terms (1XX/7XX $e) (PDF added to each workstation)

Add the RDA Suite (Desc: i, 040; $a __ $b eng $e rda $c __, and 336-338 trio Automate this process by using a Macro program,

such as MarcoExpressOther: (i.e., Appendix J)

Future Changes

MARC21 as a data exchange mechanism is going away; will remain in use for at least another decade Bibliographic Framework Initiative; contract with Zepheira

(led by W3C Semantic Web guru, Eric Miller) whose “major focus of the project is to translate the MARC 21 format to a Linked Data (LD) model“ http://www.loc.gov/marc/transition/

ISBD “cataloger input” is going away – will become machine generated instead

Greater utilization of Linked Data “May” required knowledge of ISBD for recording data In use by European libraries already

Linked Data Example

650;07; $a Hochschule $0 (DE-588c)4072560-1 $2 swd

VIAF (Virtual International Authority File): http://viaf.org/

Rowling, J. K.http://id.loc.gov/authorities/names/

n97108433.html

Resources

LC Core - http://www.loc.gov/aba/rda/pdf/core_elements.pdf

LCPS Changes - http://www.loc.gov/aba/rda/lcps_access.html

LC in-house training materials - http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA%20Training/LC%20RDA%20course%20table.html (General site: http://www.loc.gov/aba/rda/)

OCLC Technical Bulletin 261 - http://www.oclc.org/support/documentation/worldcat/tb/261/ (Covers new/changed fields including 264)

Resources cont.

PCC Guidelines for 264 -- http://www.loc.gov/aba/pcc/documents/264-Guidelines.doc

Mac Elrod’s (Special Libraries Cataloguing) AACR2R-RDA changes: http://special-cataloguing.com/node/1397

PPT by Sally McCallum from the Library of Congress describing the LC MARC replacement and Linked data http://igelu.org/wp-content/uploads/2012/09/IGeLU-sally-McCallum.pptx