& DVDs

Bringing it All Together: RDA from Experience

October 9, 2013

Susan C. Wynne

RDA Logo used by permission of the Co-Publishers for RDA (American Library Association, Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals)

Today’s Goals

• Focus on selected elements as they apply to DVDs (as a representative example of moving image resources)

• Focus on practical cataloging with RDA in MARC in the current environment

Disclaimers

• Not exhaustive or comprehensive• RDA best practices are still evolving,

especially for non-print formats– MARC usage also varies– Watch for OLAC’s DVD guide for RDA, to be

released around ALA Midwinter

• RDA itself continues to develop/change• Sometimes there is more than one valid,

correct option

Documents for today

• Google Docs (download as a Word doc)– MARC template for DVD

• A volunteer to work on the shared Google Doc during the session?

• http://goo.gl/apqQix

– Scan of the container & disc label for today’s example

• http://goo.gl/GL4RVy

• TSIG Facebook page

Today’s example

DVD copyright 2000 of movie originally released in 1984

Preferred source of information (2.2.2.3)

• Title frame or frames, or title screen or screens

Quick non-RDA tip

• VLC Media Player is a handy little free DVD player

2.2.2.3 Alternative

DVDs with no title frame or title screen (2.2.2.3.1)

What if I catalog from the container?

• Prefer the title frames/screens or permanently printed/affixed disc label over the container for the title proper

• A container issued with the resource is considered “part of the resource itself”– Don’t use square brackets– Make a note on the source of title proper if not

title frame/screen

Other sources of information (2.2.4)

Title proper (2.3.2)

• Take from the preferred source of information

• Transcribe as it appears on the source of information

Noun phrases occurring with an SOR (2.4.1.8)

When do I need a source of title note?

• RDA 2.20.2.3• If you take the title proper from a source

other than the title frame or title screen

Source of title note examples

500 __ Title from disc label.

500 __ Title from container.

500 __ Title from DVD menu.

No GMD in RDA

• Replaced by 3 elements– Content type– Media type– Carrier type

• Don’t use a GMD in master RDA records• Some libraries are still using locally to

accommodate system and/or patron needs– The RDA Helper in MarcEdit can add GMDs

to MARC records in a file

Statement of responsibility (2.4)

• Moving images typically are works or complex and mixed responsibility

• SOR relating to title proper is core• Usually divided among 3 MARC fields:

– 245 ‡c (Statement of Responsibility, etc.)– 508 (Creation/Production Credits Note)– 511(Participant or Performer Note)– See OLAC discussion paper

Definition

“A statement of responsibility relating to title proper▼ is a statement associated with the title proper of a resource that relates to the identification and/or function of any persons, families, or corporate bodies responsible for the creation of, or contributing to the realization of, the intellectual or artistic content of the resource.” [emphasis mine]

SOR relating to title proper (2.4.2)• Prefer to take from the same source as the title

proper– Then from another source within the resource itself– Then from one of the sources in 2.2.4– Square brackets only needed if you take from a

source outside the resource itself

• If more than one SOR relating to title proper appears on the source of information, only the first is required

• But you’re no longer limited by the rule of three

From closing credits

From closing credits

From closing credits

From closing credits

What goes in 245 ‡c for moving images?

• Always record the first SOR for the title proper– Note that the first SOR doesn’t mean the same thing as

the first name (i.e., one SOR may contain multiple names)

• One recommendation is to limit 245 ‡c to entities with a relationship (creator or other) at the WORK (intellectual or artistic content) level– Filmmakers (see RDA Appendix I definition)– Directors– Producers, either person(s) or production companies– Screenwriters

Stanford’s guidelines on “presents” statements

“If the first statement is a "presents" statement, follow these guidelines:• If the word "presents" (or equivalent word in another language) is

grammatically connected to the title, as in “Disney presents Sleeping Beauty,” give the information in a title added entry in the 246 field.  This is considered title information and not a statement of responsibility.  You will still need to look for a "first" statement of responsibility.

• Treat a "presents" statement such as “so and so presents a film by Joe Blow,” as a statement of responsibility.

• If the statement is in the form "So and so presents actor name, actor name, actor name etc. in ...", simply transcribe as "So and so presents."

• If the statement is in the form "So and so presents in association with company 1, company 2, company 3, company 4 with the support of company a,  company b, company c, company d", transcribe the other production companies as given, but drop the names of the other companies if they are involved in minor functions.  If the number of names in the resulting statement would be too burdensome, you may abridge in the form "So and so presents in association with company 1 [and three others].”

https://lib.stanford.edu/node/8543/#245

Putting together the MARC 245

245:10: ‡a This is SpinQ al Tap /

‡c a rockumentary by Martin di Bergi ; directed by Rob Reiner ; written by Christopher Guest, Michael McKean, Harry Shearer, Rob Reiner ; produced by Karen Murphy ; an Embassy Pictures release ; Spinal Tap Productions.

This is the only required SOR

RDA 2.4.1.6

Parallel title proper (2.3.3)

• Core element for LC/PCC• Take from any source within the resource• May be important for DVDs with subtitles

in various languages

MARC 246 for DVDs

• Parallel titles• Varying forms of title, e.g.

– Container title– Disc label– English-language title

Edition statement (2.5)

• Take from (in order of preference)– Same source as title proper– Another source within the resource itself– One of the other sources specified at 2.2.4

• Transcribe as it appears on the source of information

• MARC 250

250 __ ‡a Special edition.

MARC 257

• Country of producing entity• For a moving image, where it was

filmed/produced• Not required

257 __ ‡a United States ‡2 naf

MARC 264

• Use in RDA records for production (i.e., for unpublished resources)*, publication, distribution, manufacture and/or copyright statements

• 2nd indicator tells you which kind of statement it is

A note on “Production statement” in RDA (2.7)

Note that the word “production” in this context does not refer to the production of a film or TV program, but refers only to unpublished resources.

Publication statement (2.8)

• Publisher can be a confusing concept for DVDs because there are often many corporate bodies involved

• RDA definition: “A publisher's name▼ is the name of a person, family, or corporate body responsible for publishing, releasing, or issuing a resource.”– May or may not be the same company/ies

who produced the original film or TV program

Distribution statement (2.9)

• Distribution elements are only CORE if the corresponding publication element is unknown

• Distributors may be more important in the context of DVDs and other videos than for other formats

Copyright date (2.11)

• Core if neither publication nor distribution date is identified

• I recommend recording a copyright date when present on the resource

• MARC 264 ‡c 2nd indicator 4• Use copyright symbol ©

264 _4 ‡c ©2013

DVDs & dates• Original production• Original release date• Released in another video format• Released as DVD

– Most commercially produced DVDs include new or extra content/features (such as interviews, commentary, outtakes, etc.) compared to the original film or TV release

• Copyright date(s) of packaging, accompanying material

DVDs & dates

• Fixed fields• MARC 046 ‡k for date of original

production (not required, but recommended)

• MARC 264 ‡c– Remember to use the correct 2nd indicator to

indicate which type of statement– 264 is repeatable

• 500 note for date of original release

From container

“Metro Goldwyn Mayer Home Entertainment”

“Studio Canal”

“Package design ©2000 MGM Home Entertainment Inc. …Distributed by MGM Home Entertainment, 2500 Broadway, Santa Monica, CA 90404-3061.”

From closing credits

Statement following closing credits

264 field(s) for our exampleIs MGM Home Entertainment the publisher as well as the distributor?

264 _1 ‡a Santa Monica, CA : ‡b MGM Home Entertainment, ‡c [2000]

Or

264 _1 ‡a [Place of publication not identified] : ‡b [publisher not identified], ‡c [2000]

264 _2 ‡a Santa Monica, CA : ‡b MGM Home Entertainment, ‡c [2000]

I’d also add a 264 for the copyright date:

264 _4 ‡c ©2000

Extent (3.4)

• Give the number of units and type of unit.• Use an appropriate term from the carrier

type list at 3.3.1.3 (singular or plural, as applicable)

Alternative for extent

• “Term in common usage” (3.4.1.3 Alternative)– For carriers not in the list– As an alternative to a term in the list, if

preferred by the agency

Duration (7.22)• Core for LC• Playing time, running time, etc.• Take from any source

– It may be stated on the resource– If not stated, you may be able to ascertain from your DVD

player or elsewhere

• Usually, record total running time if available– May record duration of each individual units or

components, if applicable

• Give in parentheses in 300 ‡a• Abbreviate units of time• May record an approximate time• Omit if not stated and you can’t approximate

Sound content (7.18.1.3)

• Record sound or silent in 300 ǂb

Color of moving image (7.17.3.3)• Record in 300 ǂb• Basic options:

– black and white– black and white (tinted)– black and white (tinted and toned)– sepia– color– color with black and white sequences

Details of color content (7.17.1.4)• Record if considered important for

identification or selection, e.g.,– Technicolor– Colorized

• Use MARC 500

Dimensions (3.5)

• Core element for LC, except for serials and online resources

• LC-PCC PS 3.5.1.4.4: use inches for discs…

• MARC 300 ǂc

What goes in MARC 300? ‡a

– Extent: number of units + carrier type term OR “term in common usage”

– Duration (in parens, abbreviate units of time)

‡b – Sound content (do not abbreviate)– Color content (do not abbreviate)– May repeat sound or video characteristics and encoding format

here and in other MARC fields

‡c– Dimensions: LC practice is to use inches for discs and

abbreviate as in.

‡e– May record extent and other details of accompanying material

here, if applicable

MARC 300 for our example

300 ‡a 1 videodisc (83, 105 min.) : ‡b sound, color ; ‡c 4 ¾ in.

RDA 3.5 Dimensions + LC-PCC PSRDA 3.4 Extent

Carrier term from RDA 3.3.1.3

RDA 7.17 Color contentRDA 7.18 Sound content

RDA 7.22 Duration

300 ‡a 1 DVD video (83, 105 min.) : ‡b sound, color ; ‡c 4 ¾ in.

RDA 3.4.1.3 Alternative

Content/media/carrier definitions

Content type (6.9)

• MARC 336• Most DVDs will be either:

OR

Content type

• Other content types may apply depending on the resource– performed music– cartographic moving image

Media type (3.2)

• MARC 337• Core element for LC/PCC• For DVDs and most physical

videorecordings, use video

Carrier type (3.3)

• MARC 338• For DVDs, use videodisc

MARC 33X

• Recommend using built-in macro in Connexion Client– ILS templates, Connexion constant data, text

strings are other options to automate 33X entry

• Each field is repeatable if multiple types apply to a resource

33X fields for our example

336 __ ǂa two-dimensional moving image ǂb tdi ǂ2 rdacontent

336 __ ǂa performed music ǂb prm ǂ2 rdacontent

337 __ ǂa video ǂb v ǂ2 rdamedia

338 __ ǂa videodisc ǂb vd ǂ2 rdacarrier

Sound characteristic (3.16)

“A sound characteristic▼ is a technical specification relating to the encoding of sound in a resource. Sound characteristics include type of recording, recording medium, playing speed, groove characteristics, track configuration, tape configuration, configuration of playback channels, and special playback characteristics.”

[not the same as Sound content (7.18.1.3)/MARC 300 ǂb ]

Sound characteristic

• MARC 344• Typically applies only to resources

consisting primarily of recorded sound• However, there is an Optional addition:

“For resources that do not consist primarily of recorded sound, record sound characteristics if considered important for identification or selection.”

Example 344 for a DVD with Dolby surround

344 __ ǂa digital ǂb optical ǂg stereo ǂg surround ǂh Dolby ǂ2 rda

(If you need to use terms that aren’t in the RDA lists, repeat 344 and omit ǂ2 rda)

Video characteristic (3.18)

• MARC 346• “A video characteristic▼ is a technical

specification relating to the encoding of video images in a resource. Video characteristics include video format, broadcast standard, resolution, and bandwidth.”

Video characteristic• Record if considered important for

identification or selection:– Video format* (see list at 3.18.2.3), e.g.,

• Beta• Laser optical• VHS• Record in 300 ǂb, 346 ǂa, 538

*This element does not apply to DVDs, but does apply to analog videorecordings. DVD video is listed under Video encoding formats at 3.19.3.3.

Video characteristic• Record if considered important for

identification or selection:– Broadcast standard (see list at 3.18.3.3), e.g.,

• NTSC• PAL• Record in 300 ǂb, 346 ǂb, 538

Digital file characteristic (3.19)

• MARC 347• “A digital file characteristic▼ is a

technical specification relating to the digital encoding of text, image, audio, video, and other types of data in a resource.”

• Record if considered important for identification or selection

Digital file characteristics

• File type (see list at 3.19.2.3)– video file

• Record details of file type if important, e.g. Streaming video file

• Record in 347 ǂa

Digital file characteristics

• Encoding format (see list at 3.19.3.3), e.g.,– DVD video– Blu-ray– HD DVD– QuickTime– Record in 347 ǂb and 538– You may also see this information in 300 ǂb

Digital file characteristics

• Regional encoding (see 3.19.6), e.g.,– region 1– all regions– Record in 347 ǂe and 538

34X vs. 538 vs. 300 ǂb

• From Jay Weitz to OLAC-L, 4/12/2013: “For the foreseeable future, the 34X fields will need to duplicate – not replace – data traditionally coded in more structured form elsewhere in the bibliographic record, including fields 300 and 538.” [emphasis mine]

• Most systems probably don’t make use of 34X fields yet, but the separation of elements in 34X is desirable for future use

What goes in MARC 538 for DVDs?

• Special playback characteristic (repeat in 344 ǂh), e.g.,– Dolby digital 5.1.

• Broadcast standard (repeat in 346 ǂb)• Encoding format (repeat in 347 ǂb)• Any equipment or system requirements

“beyond what is normal or obvious for the type of carrier or file” (3.20)

34X and 538 for our example

344 __ ǂh Dolby digital 5.1 surround

346 __ ǂb NTSC ǂ2 rda

347 __ ǂb DVD video ǂe region 1 ǂ2 rda

538 __ DVD video; NTSC; Dolby digital 5.1 surround; region 1.

Form of work (6.3)

• Core when needed to differentiate a work from another work with the same title

• MARC 380• Examples for moving images:

– 380 __ ǂa Motion picture– 380 __ ǂa Television program

Aspect ratio (7.19)

• “Aspect ratio▼ is the ratio of the width to the height of a moving image.”

• Record one of the following terms– Full screen (for ratios of less than 1.5:1)– Widescreen (for ratios of 1.5:1 or greater)– Mixed (multiple aspect ratios within the same work)– and the numerical ratio, if known – May also record the specific method if important, e.g.,

• Pan-and-scan• Letterboxed

Where to record aspect ratio?

• According to the RDA Toolkit mapping, use 500.

• If presented as an edition statement, use MARC 250

250 __ Widescreen version.

Aspect ratio examples

500 __ Wide screen (2.35:1).

500 __ Wide screen (1.78:1), letterboxed.

500 __ Full screen (1.33:1).

500 __ Mixed aspect ratios.

For our example:

500 __ Widescreen (16:9).

Language of the content (7.12)

• Core for LC/PCC• “language used to express the content of a

resource”• Take from any source• DVDs may have subtitles and/or dubbed

soundtracks, which are typically noted• MARC Lang fixed field, 546 and 041

Accessibility content (7.14)

• Includes accessible labels, audio description, captioning, image description, sign language, and subtitles (except subtitles in a different language from the spoken content)

• Take from any source• Usually put in MARC 546 combined with

information about the language of the soundtrack and/or subtitles (may go in 500 instead)

Language info for our example

Lang: eng

041 1# ǂa eng ǂj fre ǂj spa ǂj eng ǂh eng

546 ## ǂa In English with optional French or Spanish subtitles; closed-captioned in English for the hearing impaired.

Subtitles or captions Original language

Performer, Narrator, and/or Presenter (7.23)• MARC 511• Record names considered important for

identification, access, or selection• Use judgment for how many/which actors

or performers to include• For musical performers, indicate the

medium of performance– Yo-Yo Ma, cello

From closing credits

Starring

• Christopher Guest• Michael McKean• Harry Shearer• Rob Reiner• June Chadwick• Tony Hendra• and Bruno Kirby

Special Appearances by

• Ed Begley, Jr.• Paul Benedict• Zane Buzby• Billy Crystal• Howard Hesseman• Patrick MacNee• Paul Shaffer• Fred Willard

Also starring

• R.J. Parnell• David Kaff• Fran Drescher• Joyce Hyser• Vicki Blue• Angelica* Huston

Correct spelling is Anjelica

Which names would you include for our example?

• In field 511?• With an access point?• Both?

Artistic and/or Technical Credit (7.24)• MARC 508• “An artistic and/or technical credit▼ is a

listing of persons, families, or corporate bodies making contributions to the artistic and/or technical production of a resource.”

• Take from any source• Record if considered important for

identification, access, or selection

From closing credits

Which names would you include for our example?

• In field 508?– You might put the producer’s name here

instead of in 245 ǂc

• With an access point?• Both?

Summarization of the content (7.10)

• Not Core, but generally considered important for audiovisual resources

• Take from any source• “brief objective summary” of the content• My recommendation: if you take a summary

from the container, a website, etc., enclose in quotation marks and attribute the source

• MARC 520

Place and date of capture (7.11)

• May be important for DVDs of live performances, interviews, or other events

• Take from any source• MARC 518

– Enter as a free-text note or parsed into subfields

Place and date of capture examples

518 ## Interview recorded 16 September 2013 at Georgia State University Library, Atlanta, Ga.

518 ## Filmed on location in Moscow, Russia, June-July 2008.

518 ## ǂd 2013 September 2013 ǂp Atlanta, Ga.

Other things to note when applicable or important

• Recordable DVDs (MARC 300 ǂb, 347 ǂb, 538)

• Special features (MARC 500)• Contents note (MARC 505)• Intended audience (MARC 521)

Identifier for the manifestation (2.15)

• ISBN (MARC 020)• UPC (MARC 024 1st indicator 1)• Videorecording number (MARC 028 1st

indicator 4)

What about accompanying materials?

• Follow one of the approaches outlined in the LC-PCC PS for 3.1.4

What about DVDs containing multiple works?

• Does it have a collective title?– Yes

• Give the collective title in 245 and the title of each work in 505

– No• Give the title of the first work, followed by its SOR,

then the title of the next work followed by its SOR…, e.g.

• 245:00: ǂa Title of 1st work / ǂc SOR. Title of 2nd work / SOR

ACCESS POINTS + RELATIONSHIPS

Authorized access point for the work (6.27.1.3)• 6.27.1.3 Exception for moving image

works

Differentiating a non-unique title

• 6.27.1.9 and the associated LC-PCC PS• First add the form element, e.g. Motion

picture or Television program• Add other elements, such as date of

original release, to break conflicts• See

Appendix 1: Motion Pictures, Television Programs, Radio Programs of LC-PCC PS 6.27.1.9

Who gets an access point?

Required• Creator (19.2) is a Core element, but…

If there is more than one creator responsible for the work, only the creator having principal responsibility named first in resources embodying the work or in reference sources is required.If principal responsibility is not indicated, only the first-named creator is required.

Who gets an access point?

Not required, but may be useful or desirable:• Any other entities with a creator

relationship• Others at the work level, e.g.,

– Directors of feature films– Production companies

• Prominent performers

Hey, we forgot Marty DiBergi!

• Fictitious entities and persons can be creators or contributors under RDA

• Martin DiBergi’s (Rob Reiner’s character) name appears in the SOR of our record

• Would you make an access point for him?

Relationship designators

• RDA Appendices I-J• Not required• Relationships between resources and

persons, families, corporate bodies• Relationships between resources• If a term from the RDA appendices doesn’t

fit, you may use another term to indicate the nature of the relationship

Selected relationship designators for related persons, families, corporate bodies

• For creators– screenwriter “An author of a screenplay, script, or scene.”– filmmaker “A person, family, or corporate body responsible

for creating an independent or personal film. A filmmaker is individually responsible for the conception and execution of all aspects of the film.”

– interviewee “A person, family, or corporate body responsible for creating a work by responding to an interviewer, usually a reporter, pollster, or some other information gathering agent.”

– interviewer “A person, family, or corporate body responsible for creating a work by acting as an interviewer, reporter, pollster, or some other information gathering agent.”

Selected relationship designators for related persons, families, corporate bodies

• For others associated with a work– director

• film director• television director

– director of photography (also used for cinematographers)

– producer• film producer• television producer

Selected relationship designators for related persons, families, corporate bodies

• For contributors:– animator– editor of moving image work– performer

• actor• commentator• host• narrator

– presenter “A person, family, or corporate body mentioned in an “X presents” credit for moving image materials and who is probably associated with production, finance, or distribution in some way.”

• For entities associated with a manifestation:– broadcaster– film distributor

Selected relationship designators for related resources

• Derivative works– motion picture adaptation of (work) – television adaptation of (work) – motion picture screenplay based on (work)– television screenplay based on (work) – See also the reciprocal relationships: adapted as…)

• Whole-part– contains (work)– See also reciprocal relationship: contained in (work)

• Sequential– prequel to– sequel to

Relationship designators in MARC

• For roles of a person, family or corporate body, use ǂe of 1XX or 7XX

700 1_ ‡a Reiner, Rob, ‡e screenwriter, ‡e composer, ‡e film director, ‡e actor.

• For relationships between resources, use ǂi of 7XX

700 1_ ‡i Motion picture adaptation of (work) ‡a Austen, Jane, ‡d 1775-1817. ‡t Pride and prejudice.

Sample record

Things to remember

• “Don’t Agonize”—Jay Weitz• RDA objectives and principles (0.4)

– especially Responsiveness to user needs

Where to go for RDA help for moving images (and more)

• OLAC (Online Audiovisual Catalogers)– OLAC-L discussion list– Presentations, best practices, and more

• RDA-L• RDA Café on Facebook

Acknowledgments

• Greta de Groat and Stanford University Libraries Metadata Department

• Kelley McGrath, University of Oregon• Jim Soe Nyun, UC San Diego• Jay Weitz, OCLC• The COMO 2013 preconference planning

team

Resources

thank you!

“have a good time …all the time”—Viv Savage

contact me

swynne@gsu.edu

http://gsu.academia.edu/SusanWynne

APPENDIX

Examples of selected MARC fields for other common videorecording formats

Caveats:• Some elements may vary according to the

resource being described• MARC best practices are subject to change

Streaming video

007 __ ‡a v ‡b z ‡d c ‡e z ‡f a ‡g z ‡h u ‡i s

007 __ ‡a c ‡b r ‡d c ‡e n ‡f a

300 __ ‡a 1 online resource (streaming video file, 37 min.) : ‡b sound, color.

336 __ ‡a two-dimensional moving image ‡b tdi ‡2 rdacontent

337 __ ‡a computer ‡b c ‡2 rdamedia

338 __ ‡a online resource ‡b cr ‡2 rdacarrier

344 __ ‡g stereo ‡2 rda

346 __ [not applicable]

347 __ ‡a video file ‡b Flash

538 __ System requirements: Adobe Flash player.

Sources of information for streaming video

• Preferred source is still title frame(s) or title screen(s)

• If no title frame(s) or screen(s), see 2.2.2.3.2 for online resources

Blu-ray Disc007 __ ‡a v ‡b d ‡d c ‡e s ‡f a ‡g i ‡h z ‡i q

300 __ ‡a 1 videodisc(125 min.) : ‡b sound, color ; ‡c 4 ¾ in.

300 __ ‡a 1 Blu-ray Disc (125 min.) : ‡b sound, color ; ‡c 4 ¾ in.

336 __ ‡a two-dimensional moving image ‡b tdi ‡2 rdacontent

337 __ ‡a video ‡b v ‡2 rdamedia

338 __ ‡a videodisc ‡b vd ‡2 rdacarrier

344 __ ‡g surround ‡h Dolby digital 5.1

346 __ [not applicable]

347 __ ‡b Blu-ray ‡e region A ‡2 rda

538 __ Blu-ray Disc; region A; Dolby digital 5.1 surround; 1080p High Definition.

“terms in common usage” alternative”

VHS videocassette

007 __ ‡a v ‡b f ‡d m ‡e b ‡f a ‡g h ‡h o ‡i u

300 __ ‡a 3 videocassettes (345 min.) : ‡b sound, color with black and white sequences; ‡c 1/2 in.

336 __ ‡a two-dimensional moving image ‡b tdi ‡2 rdacontent

337 __ ‡a video ‡b v ‡2 rdamedia

338 __ ‡a videocassette ‡b vf ‡2 rdacarrier

344 __ [omitted; sound characteristics not identified or not considered important]

346 __ ‡a VHS ‡b NTSC ‡2 rda

347 __ [not applicable to analog videos]

538 __ VHS; NTSC.