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RDA & serials-transitioning to rda within a marc 21 framework-handout

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NASIG
NASIG

Over the past two years, CONSER has been developing documentation and "bridge" training material as RDA cataloging policies and best practices evolve. By June 2013, post RDA implementation guidelines from the PCC should be in place and ready for practical implementation. The workshop will provide basic instructions for RDA serials cataloging based on the most up to date PCC and CONSER RDA decisions and practices. The presenters will incorporate in-class, hands-on exercises to engage participants in active learning. Prior to the workshop, attendees will be expected to complete prerequisite self study training modules on FRBR Fundamental Concepts and the RDA Toolkit. Also prior to the workshop attendees may participate in an online follow-up session on the prerequisite materials to complement the in-class training component. This workshop is aimed at experienced AACR2 catalogers making the transition to RDA.

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  RDA & SERIALS   Transitioning to RDA within a MARC 21 framework    June 5‐6, 2013 NASIG 28th  Annual Conference Buffalo, New York Workshop Coordinator: Karen Davidson Presenters: Les Hawkins and Hien Nguyen Welcome & Logistics  Module 1: Introduction to CONSER RDA cataloging – Hien Nguyen Module 2: Getting started – Hien Nguyen Module 3: Identifying manifestations – Les Hawkins Module 4: Identifying works and expressions – Hien Nguyen Module 5: Related works, expressions, manifestations – Hien Nguyen  Module 6: Working with copy / When to create a new record – Les Hawkins  
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    Documents for the Workshop    Workshop Schedule  Documents for the Workshop Presentation handouts, quizzes, exercises, surrogates Module 1 Module 2 Module 3   Module 4    Module 5    Module 6        Appendices      Links to documentation  MARC Tagging and Serials  Working with Copy – Changes Over Time  Answer sheets       
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RDA & Serials Transitioning to RDA within a MARC 21 Framework Co-Presenters: Les Hawkins & Hien Nguyen Library of Congress NASIG 28th Annual Conference Buffalo, New York June 2013 Acknowledgements • Special thanks are due to: – Renette Davis – Judy Kuhagen – Robert Maxwell – UCLA RDA Continuing Resources Study Group – UCSD colleagues • Used with permission 2 Topics 1. Introduction to CONSER RDA cataloging 2. Getting started 3. Description of manifestation 4. Identifying work and expression 5. Related works, expressions, and manifestations 6. Working with copy/When to create a new record 3
1: Introduction • CONSER RDA documents • Identifying RDA records • Terminology • Transcribed vs. recorded elements 5 CONSER RDA Documents • RDA documentation on CONSER Web site: http://www.loc.gov/aba/pcc/conser/index.html • CONSER RDA core elements • CONSER MARC 21 to RDA core elements • CONSER RDA cataloging checklist 6 Other RDA Documents • Electronic serials: Provider-neutral E-resource MARC record guide http://www.loc.gov/aba/pcc/scs/documents/PCC- PN-guidelines.html • Post RDA Implementation Guidelines and Standards: http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20 guidelines/Post-RDA-Implementation- Guidelines.html 7
How to identify RDA records MARC coding for RDA bibliographic records: 040 $a ____ $b eng $e rda $c ____ PCC practice: Code for (and use) ISBD punctuation: Leader/18: value “i” 8 RDA records always have: 040 $e rda PCC Practice: Fixed field Desc “i” 9 Other elements in RDA records • MARC fields: Production, publication, distribution, manufacture, and copyright notice (264) Content type (336) Media type (337) Carrier type (338) • Spelled out descriptions e.g., volumes, edition, illustrations 10
Other elements in RDA records Treat as “clues” only: • MARC fields: Production, publication, distribution, manufacture, and copyright notice (264) Content type (336) Media type (337) Carrier type (338) • Spelled out descriptions e.g., volumes, edition, illustrations 11 RDA records vs. RDA-like elements allowed in pre-RDA records • 264 field(s) • 33X fields – May see some PCC AACR2 records with these elements – PCC Guidelines for Enhancing & Editing non- RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidel ines/Hybrid-Guidelines-Serials-Post-Impl.docx 12 RDA (and some AACR2) records have: New MARC fields, fuller transcription 13
Terminology comparison • AACR2 ◦ Rules ◦ Areas of description ◦ Physical description ◦ Classes of material ◦ General material designation [GMD] ◦ Notes • RDA ◦ Instructions ◦ Elements ◦ Describing carriers ◦ Types of content and carrier ◦ Media, carrier, and content type ◦ Describing content and recording relationships 14 Terminology comparison • AACR2 ◦ [Controlled] Heading ◦ Main entry ◦ Added entries for uncontrolled headings ◦ Author ◦ Uniform title • RDA ◦ [Authorized] access point ◦ Preferred name / preferred title (authorized access point for creator +/or preferred title) ◦ Access points ◦ Creator (also author) ◦ Preferred title (title proper + qualifiers to distinguish from title of another work) 15 161616 Terminology • Title of a work: words or characters by which a work is known • Preferred title of a work (6.2.2.4) – Basis for authorized access point – Based on title proper of first manifestation • Variant title(s) of a work – Other title(s) in addition to the title or form of title chosen as the preferred title for the work
171717 Terminology • Access point – name, term, code, etc. representing an entity Examples: Title of a work, a name of person, or corporate body • Authorized access point – the standardized access point representing an entity Example: 110 2# $a Society of Linguists 181818 Terminology • Authorized access point representing a work – Preferred title for the work preceded by • Authorized access point representing the creator, a person, family, or corporate body responsible for the work – May include additional elements if necessary to distinguish one work from another – May be the preferred title if no creator and no conflict Terminology • For serials, often the authorized access point is the preferred title if no creator in 1XX • Conflict with the authorized access point of another work? – Add a term to distinguish and record authorized access point in the 130 field – Not limited to other serial works 19
Transcription vs. Recording • ICP principle of representation = information transcribed as found on the resource • Other information may be manipulated when recorded by the cataloger (either when taken from the resource or from another source) 2020 International cataloging principles: http://www.ifla.org/publications/statement-of- international-cataloguing-principles Transcribed manifestation elements • Title proper and parallel title proper • Other title information • Statement of responsibility • Edition information • Numbering information • Place of publisher, distributor, manufacturer • Name of publisher, distributor, manufacturer • Series information other than ISSN 2121 Reminders about transcribed elements • Do not abbreviate full forms of found information • Generally, do not convert one form of found information to another form • Generally, do not omit information (e.g., part of a publisher name, responsible bodies beyond three in a statement of responsibility) 2525
Exceptions and options • Omit numbering from title proper or parallel title (use mark of omission wherever in title) • Some alternatives allow some conversions and some omissions for some elements 2626 Recorded manifestation elements • Date of publication, distribution, manufacture • Copyright date • Mode of issuance • Frequency • Identifier of the manifestation (e.g., ISSN usually) • Key title • Notes about element (e.g., source of title) • Issue or part used as basis of description (DBO and LIC) • Notes about changes over time 2727 Recorded carrier characteristics ch. 3 • Common carrier characteristics – Extent – Dimensions – Carrier type – Media type – Characteristics for other than volumes as carriers (e.g., CD-ROMs, digitized files, videotapes) 2828
Common carrier characteristics 29 Summary • CONSER RDA core elements • RDA records identified by coding • Familiar concepts, new terminology in RDA • Some manifestation elements are transcribed • Other manifestation elements can be recorded with some adjustment • There are many exceptions to transcription instructions for serials (variable data) 30
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CONSER RDA Bridge – Quiz 1     1. The CONSER RDA core element set is     a) In line with RDA Core elements with some exceptions, and    b) Equal to the PCC Core elements for continuing resources      __ True    __ False    2. Instructions in the CONSER RDA documents should be used in conjunction with the (Check all  that apply)    __ a) Hybrid Record Guidelines    __ b) Relationship Designator Guidelines    __ c) PCC RDA Provider‐Neutral guidelines when describing online resources    3. The CONSER RDA core record (Check all that apply)    __ a) Is a "floor" description of a resource that can be built upon in a shared environment    __ b) I Allows the use of any data in a bibliographic description representing more  extensive cataloging treatment    __ c) Requires Authority records in the Library of Congress/NACO and Subject Authority  Files for all controlled access points       4. Which of the following will you find in RDA records?    __ 040 $e rda    __ Leader/18: value “i”    __ 264 fields      __ 33X fields    __ Full forms of found information    __ All of the above 
5. Which of the following RDAlike elements are allowed in pre‐RDA records?    __ 040 $e rda    __ Leader/18: value “i”    __ 264 fields    __ 33X fields    __ Full forms of found information    __ All of the above      6. Which of the following statement(s) is/are true?    __ Transcribed data follows RDA 1.7.1 and the ICP principle of representation    __ PCC practice encourages the use of RDA Appendix A for capitalization    __ For serials, RDA includes exceptions to exact transcription for variable data in the title    __ All of the above    7. For each category, mark whether the data is transcribed or recorded      Category  Transcribed    Recorded    Title proper and parallel title        Mode of issuance        Identifier of the manifestation (e.g., ISSN)        Numbering data           Place and name of publisher, distributor, or  manufacturer        Frequency        Notes about elements or about change over time         
2: Getting started • Is this a serial? – Mode of issuance • Which issue should I use? – Basis for identification of the resource • What sources within this issue? – Preferred sources of information 1 OCLC guidelines • OCLC policy statement on RDA cataloging in WorldCat: http://www.oclc.org/en-US/rda/new-policy.html (3/31/13- ) • AACR2 records may be converted to RDA • Never convert an RDA record to an AACR2 record • Okay to add some RDA elements to AACR2 records 2 PCC guidelines • Enhancing & Editing RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Serial- RDA.doc • PCC Guidelines for Enhancing & Editing non- RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid- Guidelines-Serials-Post-Impl.docx • Enhancing & Editing RDA Integrating Resource Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/IR-RDA.doc • Guidelines for creating a hybrid record from a pre-RDA record for Integrating Resources http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid- Guidelines-IRs-Post-Impl.docx 3
Is it a serial? • RDA 2.13 (also: LC/PCC PS for RDA 0.0) • Same definition as in AACR2 – Successive parts – Usually bears numbering – No predetermined conclusion • Do not assume “once a serial always a serial” 4 Serial in print format International Directory of Primatology 1st ed Wisconsin Primate Research Center Madison, Wis. 5 Database in online format Primate info net Wisconsin Regional Primate Research Center International Directory of Primatology About IDP Search IDP Create or revise an entry Table of Contents Organizations Field studies Part of… 6
777 Basis for identification of the resource • If issues or parts are sequentially numbered, use the lowest numbered issue or part available • If issues are unnumbered or not sequentially numbered, use the issue or part with the earliest date of issue • CONSER will continue to use the phrase “Description based on” 888 Preferred source: one or more pages, leaves, etc.; or images (2.2.2.2) • Title page • If there is none, use the first of the following (or images of them) that bears a title: – Cover – Caption – Masthead – Colophon • If none of these have a title, use another source within the resource, giving preference to sources where information is formally presented Preferred source – other resources (2.2.2.4) • Permanently affixed label (e.g., label on a CD) or: • “Embedded metadata in textual form that contains a title” (e.g., metadata embedded in an MP3 audio file) • Failing these: Prefer sources that formally present the data 9
Source of Description (2.20.2.3) Always provide: –588 description based on note –Source of title with 588 combined with description based on note –588 Latest issue consulted note 10 Source of Description (2.20.2.3) 588 ## $a Description based on: Volume 1, Number 4 (April 2008); title from masthead. 588 ## $a Latest issue consulted: Volume 2, Number 3 (March 2009). *** 588 ## $a Description based on: June 2012; title from PDF title page (publisher’s Web site, viewed September 12, 2012). 588 ## $a Description based on: Volume 10, Number 11, published 2013. 11 Retrospective cataloging (2.2.2) “Serial Retrospective Exception” LC-PCC PS 2.2.2 – Use stable title, even if from a less-preferred source –Consider that a serial lacks title page if the title page is added to or dropped from issues 12
Summary • RDA decision-making process same as AACR2: – Determine that the resource is a serial – Use first or earliest available issue – Prefer sources of information as instructed • Provide information about your cataloging: – Issue used – Source of title – Latest issue consulted – Provider and date viewed (for online serials) 13
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CONSER RDA Bridge – Quiz 2     1. Catalogers may set a preference in the Connexion client (version 2.40) for    a) RDA Bibliographic and authority workforms, and  b) IP authentication to link to the RDA Toolkit    __ True  __ False    2. Beginning March 31, 2013, OCLC policy    __ Allows catalogers to spell out non‐transcribed abbreviations   __ Allows catalogers to remove general material designators (GMDs)  __ All of the above  __ None of the above     3. When re‐cataloging to RDA, catalogers    __ Do this only with "piece in hand" (or surrogate) in order that all necessary information  will be available  __ The entire record must be examined and adjusted as needed before re‐coding the record  as RDA  __ Both of the above    4. Using appropriate CSR guidelines and with either piece in hand or surrogate, CONSER  catalogers     __ May convert AACR2 records for serials to RDA  __ May convert RDA records to AACR2   __ All of the above  __ None of the above    5. It is okay to add some RDA elements to AACR2 records (without converting the records to RDA)    __ True  __ False    6. Always provide:  o 588 description based on note  o Source of title with combined with 588 description based on note  o 588 Latest issue consulted note    __ True  __ False 
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3: Identifying manifestations • 3a: Identifying manifestations • 3b. Describing carriers, numbering, etc. • 3c: Special cases 1 3a: Identifying manifestations (pt. 1) • Identifiers: ISSN • Title statement: Title proper, parallel title, other title information, variant title • Statement of responsibility • Edition statement • Publication statement 6 ISSN (2.15) • Core for RDA • Recorded element • Record as found • Take from any source • No change in practice for recording 7 022 ## $a 2165-476X $y 1096-1844
Title proper (2.3, 2.3.2) • Transcribe in field 245 $a $n $p • Follow RDA 1.7.1 and LC-PCC PS – Capitalization: “encouraged” to follow Appendix A, may “take what you see” • Include initial articles 8 Title proper (2.3.1.4) • Omit date, name, number that varies: 245 00 $a Supply estimates for the year ending … Source of information reads: Supply estimates for the year ending 1997 245 10 $a ... end of session report. Source of information reads: 2005/06 end of session report 245 18 $a The ... annual report to the Governor Source of information reads: The 2001 annual report to the Governor 9 Title proper (2.3.1.4) • Correct obvious typographical errors 245 00 $a Housing starts Source of information reads: Housing sarts • Title includes earlier title, etc. 245 00 $a International gas report Source of information reads: International gas report, including World gas report 10
Title proper (2.3.1.5) Titles that consist solely of corporate bodies, etc. • Transcribe the name as title 245 10 $a Conference on Tax Planning for 501(c)(3) Organizations. • Supply a note rather than providing bracketed other title information in 245 500 ## $a Proceedings of the conference. Not 245 10 $a Conference on Tax Planning for 501(c)(3) Organizations : $b [proceedings] 11 Title proper (2.3.1.6) • Omit introductory words: “Disney presents …” • May transcribe the form with introductory wording in 246 as a variant title 245 00 $a Joy of kosher with Jamie Geller. 246 1 $i At head of title: $a Hamodia Presents 12 Title proper (2.3.2.5) Acronym/initialism vs. full form • Select full form if both appear on the preferred source: 245 00 $a Linguistics and language behavior abstracts 246 1# $a LLBA 13
Title proper (2.3.2.10) Devised title (e.g., minutes of meetings) • No brackets 245 00 $a Education reports • Explain in a note that the title was devised 500 ## $a Title devised by cataloger. 14 Parallel titles (2.3.3.2) • Parallel title proper: The title proper in another language and/or script. • Parallel titles can come from any source within resource. 245 00 $a Shi chao 246 11 $a Poetry waves 1515 Parallel titles (2.3.3.2) Recording parallel titles from later issues: 245 00 $a Artmap. 246 1# $i Issues for 2012- also have Arabic title: $a ‫اﻟﻔﻦ‬ ‫ﺧﺮﻳﻄﺔ‬ 246 1# $i Issues for 2012- also have Arabic title: $a Kharīṭat al-fann
Variant titles (2.3.6) 245 00 $a Toxic release inventory 246 1# $i Also known as: $a TRI CD-ROM 246 1# $i Issues for 1987/1993- have title: $a Toxics release inventory 245 00 $a Energy & climate report. 246 1# $a Energy and climate report Other title information (2.3.4) • Transcribe if it helps the user! – Clarify the title proper – Support the title proper • Must come from the same source as title proper (if included) 245 00 $a Moral cents : $b the journal of ethics and finance. 18 Statement of responsibility • Provide if important for identification of the serial • Provide if it helps document usage of the corporate body, person or family • Provide as part of authorized access point • Can record responsibility in 500 or 550 to set up pattern of usage 19
Responsible bodies: 550 550 ## $a Issued by: United Nations Centre for Human Settlements (Habitat), 1987-2001; United Nations Human Settlements Programme, 2003- 710 2# $a United Nations Centre for Human Settlements, ǂe issuing body. 710 2# $a United Nations Human Settlements Programme, ǂe issuing body. Other ways to show responsibility Relationship designators, joint authors: • 110 2# $a Society of Linguists, $e author. • 710 2# $a Linguists International, $e author. 21 710 2# $3 <2013-> $a ACM Special Interest Group on Programming Languages, $e sponsoring body. Other ways to show responsibility
Edition statement (2.5) Transcribe as it appears: If not abbreviated on resource: 250 ## $a Western Washington. 250 ## $a Industrial edition. 250 ## $a Red edition. If abbreviated on resource: 250 ## $a Professional ed. 250 ## $a Cons. 23 Publication statement (2.8) • Transcribe as it appears – Capitalization: encouraged to follow Appendix A or “take what you see” • Use 264 field in new records and for showing changes • Only the first place and first publisher are required • Date required if first or last issue in hand 24 264 field: Production, Publication, Distribution, Manufacture Statements and Copyright Notice Date • PCC guidelines for the 264 field http://www.loc.gov/aba/pcc/documents/264- Guidelines.doc • First indicator = Sequence of statements: blank #: Not applicable/No information provided/Earliest 2: Intervening 3: Current/latest • Second indicator = Function of entity: 0: Production; 1: Publication; 2: Distribution; 3: Manufacture Statements; and 4: Copyright notice date 25
Place of publication (2.8.2) • Transcribe as it appears on resource • Transcribe larger jurisdictions if they appear on source as part of place name • Prefer to supply a place from any source rather than supplying: [Place of publication not identified] 264 #1 $a [Fairfax, Virginia] : $b Roy Rosenzweig Center for History and New Media, $c [2011?]- 26 Publisher name (2.8.4) • Transcribe as it appears on resource • Don’t omit hierarchies from publisher name • Prefer to supply a probable name rather than supplying: [Publisher not identified] 110 1# $a Monrovia (Calif.), $e author, $e issuing body. 245 10 $a Statement of financial transactions for the year ... 264 #1 $a Monrovia, California : $b [City of Monrovia] 27 Date of publication (2.8.6.5) • Record only if first or last issue is in hand • Supply an approximate publication date if no publication date is given on first or last issue • Omit a date of publication if the date cannot be approximated 264 #1 $a [Fairfax, Virginia] : $b Roy Rosenzweig Center for History and New Media, $c [2011?]- 28
Copyright notice date (2.11) • RDA 2.11 and LC-PCC PS • 264 second indicator 4 • Not required for serials (LC-PCC PS 2.11) – Which © date would you supply for a serial? No instructions for serials, so not required to provide for serials 29 Summary • In describing manifestations, many steps are familiar • Watch for subtle differences: – Omissions from beginning / end of title – Corporate name titles (with note describing type of resource formerly bracketed as other title information) 30
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3a-ex1: ISSN, Title Statement, Statement of Responsibility & Publisher Statement For each situation, mark with a “C” the entry or entries that reflects CONSER RDA practice. 1. ISSN appears on back cover of issue as: 2326-0301; ISSN portal shows ISSN for print serial as 2326-0300 ___ 022 _ _ $a 2326-0301 ___ 022 _ _ $a 2326-0300 ___ 022 _ _ $a 2326-0300 $y 2326-0301 ___ any of these options is valid 2. Title on preferred source is: 2009 ANNUAL REPORT ___ 245 10 $a … annual report. ___ 245 14 $a … annual report. ___ 245 10 $a Annual report. ___ 245 14 $a … ANNUAL REPORT. 3. Web site has: ___ 245 10 $a Oregon Genealogical Society. ___ 245 10 $a [Home page of the Oregon Genealogical Society]. ___ 245 10 $a Oregon Genealogical Society : $b [Web site]. ___ none of the above is appropriate under RDA
      4. Publisher statements:    ___264 #1 $a [Arlington, VA, etc. : $b American Association of School Administrators], $c 1943‐    ___ 264 #1 $a [Place of publication not identified] : $a Pennsylvania Department of Internal Affairs     ___ 264 #1 $a [Washington, D.C.?] : $b Library of Congress Photoduplication Service, $c 1981‐    ___ 264 #1 $a Mt. Laurel, N.J. : $b Tom Helvig, $c 2002‐            BONUS QUESTION: How would you code the publisher statement for Archaeometry?     Journal called Archaeometry lacks title page.    On cover: Published by Wiley‐Blackwell for University of Oxford in association with Gesellschaft für  Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological Sciences and  Associazione Italiana di Archeometria.   On page 3 of cover: Archaeometry is published by Blackwell Publishing Ltd, 9600 Garsington Road, Oxford,  OX4 2DQ, UK. Blackwell Publishing Ltd was acquired by John Wiley & Sons in February 2007.   On back cover: Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b : Published by Wiley‐Blackwell for University of Oxford in association with  Gesellschaft für Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological  Sciences and Associazione Italiana di Archeometria.    ___ 264 #1 $a Oxford, UK : $b Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd  264 #3 $a Singapore : $b Ho Printing Pte Ltd.   
3b. Identifying manifestations (pt. 2) • Extent • Content type • Media type • Carrier type • Frequency • Numbering 31 3b. Extent (3.4.1.10) • The number and type of units and/or subunits making up a resource (MARC 300 subfield $a) • Give complete and full extent for ceased serial if known (RDA and LC-PCC PS 3.4.1.10) • If the actual number is not known for a ceased serial, give at least the term “volumes” or other appropriate carrier type 32 Extent • RDA Core: Provide carrier term for ceased serials in all formats. May enter carrier term alone. E.g.: 300 ## $a volumes 300 ## $a 1 online resource
Extent • CONSER practice: Always provide carrier term for tangible, live non-print serials • Live serials in other formats – Can optionally provide carrier terms such as “volumes” even if not ceased Example: Extent 35 Replacement of GMD • RDA has no provision for General Material Designation (GMD) • RDA introduces instead – Content type (6.9) – Media type (3.2) – Carrier type (3.3)
MARC 336, 337, and 338 • Content type = 336 • Media type = 337 • Carrier type = 338 • Subfields: $a term $b code $2 source • May repeat 33X field or repeat subfield $a within a single 33X field Content type • The fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived. (RDA 6.9.1) • Content type RDA 6.9.1.3, Table 6.1 – cartographic image, computer dataset, notated music, performed music, sounds, text, three-dimensional moving image – If none apply, use “other”; if not certain, use “unspecified” Content type • RDA core element for expression • MARC 21 field 336 Example: 336 ## $a text $b txt $2 rdacontent
Media type • The general type of intermediation device required to view, play, run, etc., the content of a resource. (RDA 3.2.1.1) • Media type RDA 3.2.1.3, Table 3.1 – Audio, computer, microform, microscopic, projected, stereographic, unmediated, video; – If none apply, use “other”; if not certain, use “unspecified” Media type • RDA core element for manifestation • MARC 21 field 337 Example: 337 ## $a unmediated $b n $2 rdamedia Carrier type • The format of the storage medium and housing of a carrier in combination with the type of intermediation device required to view, play, run, etc., the content of a resource. (RDA 3.3.1.1) • Carrier type RDA 3.3.1.3 – Specific terms for audio, computer, microform, carriers, etc. carriers – If none apply, use “other”; if not certain, use “unspecified
Carrier type • RDA core element for manifestation • MARC 21 field 338 Example: 338 ## $a volume $b nc $2 rdacarrier Carrier type terms 44 Example: print 45
Example: online 46 Example: print 47 Example: Computer discs 48
Frequency (2.1.4) • Not RDA core – RDA 2.14 and 2.20.12.4 • Current frequency required for CONSER • Former frequency: not required, when creating an original record 49 Numbering (1.7, 1.8, 2.6) • RDA 1.7: Transcription • RDA 1.8: Record numbers expressed as numerals and words (numeric and chronological) • RDA 2.6: Basic instructions on recording numbering – Sources – Specific situations • Recorded in 362 1 note field 50 Numbering: sources (2.6.1.2) • Prefer source on the first/last issue that bears the title proper • Another source within the first/last issue • Other sources specified under 2.2.4. – Accompanying material – Container – Published description – Other available source 51
Numbering: sources • RDA does not address: – Preferring a source with the most complete numbering: CCM 8.3, Prefer a source: – With the most complete presentation – With numbering that appears prominently or is stated formally Numbering: sources • RDA does not address: – Piecing together numbering from different sources CCM 8.3: – Numeric and chronological designations may be taken from different sources – Numeric designation may be pieced together only when clear that is the intention Numbering: sources • Provide designation of first and/or last issue • Transcribe elements as found – Capitalization: follow Appendix A or “take what you see” 54
Numbering • Substitute numerals for numbers expressed as words • Inclusive dates and other inclusive numbers: Source: 1967–72 Record: 1967–1972 • Ordinal numbers from English source: 1st, 2nd, 3rd, 4th… (RDA 1.8.5) 55 Numbering • Substitute hyphen with slash for clarity – Source: 2008-2009 – Record: 2008/2009 • Number that is a division of a year – Source: 1-97 – Record 97-1 5656 Numbering • For preliminary or trial issues of serials, "volume 0," etc., see LC-PCC PS for 2.1.2.3 • First issue lacks numbering, but later issues have numbering? [Part 1] Subsequent issues numbered: Part 2, Part 3, etc. 57
Summary • Remember when to transcribe and when you can record with alteration to data • Several fields developed for RDA – 336 = content – 337 = media – 338 = carrier • Use the most complete numbering that appears on source 58
Session 3b: Quiz: Extent, Frequency, and Numbering Write “T” (True) or “F” (False) next to each statement. 1. ___ Extent is core in RDA for a serial only if the serial is ceased. However, CONSER practice is still to provide extent for tangible non-print serials. 2. ___ Dimensions of carriers such as CD-ROMs must be given in centimeters under RDA. 3. ___ Content type is a controlled, closed vocabulary. Examples include text, computer dataset, still image. 4. ___ Frequency is a controlled, closed vocabulary. Examples include annual, monthly, bimonthly, and quarterly. 5. ___ For numbering data, RDA gives no guidance on preferring a source with the most complete information. 6. ___ For dates that are ranges of years, give the full date regardless of how the date appears. For example, if the coverage date range appears as 2008-9, record 2008/2009. 7. ___ For numbering consisting of year and part of a year, give the year and then the part. For example, a quarterly publication with numbering 3-2012 would be recorded as 2012-3.
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Session 3a & b: Manifestation Cover: Bells and Bellringing Quarterly Journal Devoted to Their History Price 3/- VOLUME I, NUMBER 1 May, 1966 Masthead: Editor & Publisher: John Hilton Publishing Company Ltd. Editorial & Publishing Office: 19, Lonewood Way, Hadlow, Tonbridge, Kent Session 3a: 1. Select the preferred source. 2. Transcribe the preferred title. 3. Enter an authorized access point for creator, if any. 4. Transcribe any parallel titles or variant titles thought useful. 5. Record notes regarding basis for identification and source of title (description based on, source of title; latest issue consulted). Session 3b:Complete the workform used in the exercise for Session 3a by adding the following data: 1. Transcribe publishing, distribution, manufacture, copyright statements as needed. 2. Record frequency. 3. Transcribe numbering, if appropriate. 4. Additional notes thought appropriate. 5. Other data elements thought appropriate. BAB vol. I no. 1 May 1966
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Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
Session 3c: Special cases • Microform reproductions • Facsimile print reproductions • Provider-neutral record 59 Reproductions • Follow RDA instructions (1.11) • Describe the reproduction • Include information about the original in a linking entry field (27.1) • Some information from original in fixed fields – Leader/07: “s” – 008/06 (Type of Date) – 008/07-14 (Dates) • “Facsimiles and Reproductions” 60 Example: Microform FF: 008/23(Form): a 008/15-17(Ctry): miu 008/07-14 (Dates): 1934, 9999 245 00 $a Downbeat. 264 #1 $a Ann Arbor, MI : $b NA Publishing, Inc., $c [2005]- 300 ## $a microfilm reels ; $c 35 mm 336 ## $a text $b txt $2 rdacontent 337 ## $a microform $b h $2 rdamedia 338 ## $a microfilm reel $b hd $2 rdacarrier 362 1# $a Began with reel 1 (1934). 776 08 $i Reproduction of (manifestation): $t Downbeat. $d Elmhurst, IL : Maher Publications, 1934- $h volumes ; 29-44 cm $w (DLC) 63004684 $w (OCoLC)2260489 61
Example: Facsimile Print FF: 008/23(Form): r 008/15-17(Ctry): iq 008/07- 14 (Dates): 1957,1963 130 0# $a Hîwa (Baghdad, Iraq) 245 10 $a Rojnamewanîy Kurdî. $p Govarî hîwa, 1957-1963. 246 1# $a Govarî hîwa, 1957-1963 264 #1 $a Hewlêr : $b Dezgay Çap u Biławkirdinewey Aras, $c 2010. 300 ## $a 5 volumes : $b illustrations ; $c 24 cm 362 1# $a Began with bergî 1; ceased with bergî 5. 775 08 $i Reproduction of (manifestation): $t Hîwa (Baghdad, Iraq). $m Sałî 1, jimare 1 (Temûz 1957)-Sałî 6, jimare 38 (Şûbatî 1963). $d Beẍdad : Çapxaney Temedun, [1957-1963]. $n Issue for Adarî 1961 called also jimare taybetî (new ruz) 62 Provider-neutral online serial • Follow the PCC Provider-Neutral Guidelines: http://www.loc.gov/aba/pcc/scs/documents/PCC- PN-guidelines.html • Consult CONSER Cataloging Manual module 31 for assistance with cataloging complexities • Watch for implementation of new code: 040 ## … $e pn 63 Example: online serial (P-N) 64
Summary Microform reproductions • Follow RDA instructions (1.11) • Describe the reproduction Provider-neutral record • Follow the PCC Provider-Neutral Guidelines • Consult CONSER Cataloging Manual module 31 • Watch for implementation of new code: 040 ## … $e pn 65
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Session 3: Special Cases—Quiz For each situation, mark the choice that describes current CONSER practice as “C” 1. The Budapest sun is a weekly newspaper that has been published in Budapest, Hungary since 1992. However, the library does not receive the newspaper in newsprint. Instead, each year, the library receives reels for the previous year of The Budapest sun published in Ann Arbor by Proquest. Each reel is numbered with a reel number and year. A cataloger is entering a record for the microform publication following the PCC guidelines for microform reproductions. Which of these statements is appropriate for the RDA record?: __ 245 04 $a The Budapest sun. __ 245 04 $a The Budapest sun $h [microform] __ 264 #1 $a Ann Arbor, Michigan : $b Proquest __ 264 #1 $a Budapest, Hungary : $b [s.n.] __ 300 ## $b illustrations ; $c 46 cm __ 310 ## $a Weekly __ 362 1# $a Began with reel 1 (1992). __ 580 ## $a Originally published weekly: Budapest, Hungary : [s.n.] __ 533 ## $a Microfilm. $b Ann Arbor : $c Proquest. $e microfilm reels ; 35 mm __ 776 08 $i Reproduction of (manifestation): $t Budapest sun 2. Journal of Spanish cultural studies is published in print three times a year by Taylor & Francis Ltd. The library has a subscription to the online version, in part through Taylor & Francis Online and in part through EBSCO’s Academic Search Complete. A cataloger is entering a record for the online journal following the PCC guidelines for provider neutral serials. Which of these statements is appropriate for the RDA record?: __ 245 00 $a Journal of Spanish cultural studies. __ 245 00 $a Journal of Spanish cultural studies $h [electronic resource] __ 264 #1 $a [Various places] : $b Taylor & Francis Online : $b EBSCO __ 264 #1 $a [Abingdon, Oxford] : $b Taylor & Francis Ltd __ 300 ## $a 1 online resource __ no 300 field
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OCLC 808840698 Held by CLU/LHR - no other holdings   Rec statRec statRec statRec stat n           EnteredEnteredEnteredEntered 20120831           ReplacedReplacedReplacedReplaced 20120831           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce c           GPubGPubGPubGPub           CtrlCtrlCtrlCtrl           LangLangLangLang kur BLvlBLvlBLvlBLvl s           FormFormFormForm r           ConfConfConfConf 0           FreqFreqFreqFreq ∎           MRecMRecMRecMRec o           CtryCtryCtryCtry iq S/LS/LS/LS/L 0           OrigOrigOrigOrig           EntWEntWEntWEntW           ReglReglReglRegl ∎           AlphAlphAlphAlph     DescDescDescDesc i           SrTpSrTpSrTpSrTp p           ContContContCont           DtStDtStDtStDtSt d           DatesDatesDatesDates 1957  ,  ,  ,  ,  1963    010        2012222543   040        CLU  ǂb  eng  ǂe  rda  ǂc  CLU   042        pcc   043        a-iq---   050  1  4  DS70.8.K8  ǂb  H58   090        ǂb     049        CLUM   130  0     Hîwa (Baghdad, Iraq)   245  1  0  Rojnamewanîy Kurdî.  ǂp  Govarî hîwa, 1957-1963 /  ǂc  lêkolînewey u amadekirdin, Hîmdadî Ḧusên.   246  1     Govarî hîwa, 1957-1963   250        Çapî 1.   264     1  Hewlêr :  ǂb  Dezgay Çap u Biławkirdinewey Aras,  ǂc  2010.   300        5 volumes :  ǂb  illustrations ;  ǂc  24 cm   336        text  ǂb  txt  ǂ2  rdacontent   337        unmediated  ǂb  n  ǂ2  rdamedia   338        volume  ǂb  nc  ǂ2  rdacarrier   362  1     Began with bergî 1; ceased with bergî 5.   546        In Sorani Kurdish  ǂb  (Arabic script).   588        Description based on: Bergî 1; title from title page.   588        Latest issue consulted: Bergî 5.   650     0  Kurds  ǂz  Iraq  ǂz  Kurdistān  ǂx  Intellectual life  ǂv  Periodicals.   650     0  Kurdish literature  ǂv  Periodicals.   700  1     Ḧusên, Hîmdadî,  ǂd  1964-   775  0  8  ǂi  Reproduction of (manifestation):  ǂt  Hîwa (Baghdad, Iraq).  ǂm  Sałî 1, jimare 1 (Temûz 1957)-Sałî 6, jimare 38 (Şûbatî 1963).  ǂd  Beẍdad : Çapxaney Temedun, [1957-1963].  ǂn  Issue for Adarî 1961 called also jimare taybetî (new ruz).  Delete Holdings-  Export-   Label-   Produce-   Submit-   Replace-   Report Error-  Update Holdings-  Validate-    My Status- vbross  Workflow-In Process  Page 1 of 1OCLC Connexion 9/4/2012about:blank
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TheDarkComedyReview The Fantasy Economy issue no. 1, Summer 2010 Editors Neel Krishnan Andras Pokorny Associate Editors Julie Tibbott Alex Padalka Olivia Ciacci Cover Layout Shannon Lin Gregory Stefano Submission criteria for future editions of the Dark Comedy Review and our online companion The Basement Archive can be found at www.darkcomedyhour.com/review. please direct all manuscripts to journal@darkcomedyhour.com Back Cover Joanna Tu Layout Alejandra Chirinos
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Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 589134094 No holdings in CLU - no other holdings Save File 145  Rec stat c Entered 20100331 Replaced 20120605 Type a ELvl 7 Srce GPub Ctrl Lang eng BLvl s Form o Conf 0 Freq f MRec Ctry nyu S/L 0 Orig o EntW Regl r Alph a Desc i SrTp p Cont DtSt c Dates 2010  ,  9999 006 m        d         007 c  ǂb  r  010 2010201930  040 DLC  ǂb  eng  ǂe  rda  ǂc  DLC  ǂd  DLC  022 0 2154-2155  ǂ2  1  042 pcc  ǂa  nsdp  090 ǂb    222 4 The Dark comedy review  ǂb  (Online)  245 0 4 The Dark comedy review.  264 1 New York, NY :  ǂb  Dark Comedy Productions, LLC,  ǂc  2010- 300 1 online resource  310 Semiannual  336 text  ǂb  txt  ǂ2  rdacontent  337 computer  ǂb  c  ǂ2  rdamedia  338 online resource  ǂb  cr  ǂ2  rdacarrier  362 1 Began with: Issue no. 1 (Summer 2010).  588 Description based on: Issue no. 1 (Summer 2010); title from pdf cover (Dark Comedy Hour website, viewed June 05, 2012).  588 Latest issue consulted: Issue no. 1 (Summer 2010) (viewed June 05, 2012).  776 0 8 ǂi  Print version:  ǂt  Dark comedy review  ǂx  2154-2147  ǂw  (DLC) 2010201932  856 4 0 ǂu  http://www.darkcomedyhour.com/review Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate- Source-OCLC  My Status-vbross Workflow-In Process  Page 1 of 1OCLC Connexion 3/5/2013about:blank
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4: Identifying works and expressions • Authorized access points representing works • Making additions to authorized access points • Authorized access points representing expressions 1 222 Authorized access point for a work • RDA 5.5 – 2 parts: • Creator of the work • Preferred title for the work • Does not include relationship designators Authorized access point for a work • A work does not necessarily have a “creator” 3
Identifying and constructing the authorized access point for a work • RDA 6.27.1.2 - 6.27.1.8 – Preferred title of the work (6.2.1 - 6.2.2) – Creator • Determine if there is a creator (19.2.1.1) • Construct authorized access point (9.19.1 for persons), (10.10.1 for families), (11.13.1 for corporate bodies) 4 Exercise Preferred source of information: • Title: Annual Report • Created by: Mohamed bin Zayed Species Conservation Fund - Hint: the resource describes the internal policies and finances of the corporate body. - Also, assume no conflict. 5 Show Your Work • What is the preferred title (6.2.1-6.2.2)? • “Created by one person, family, or corporate body” (6.27.1.2) • Does it fulfill any of the criteria listed in 19.2.1.1.1? • If so, what is the authorized access point for the creator (11.13.1)? 6
Solution Authorized access point: • Mohamed bin Zayed Species Conservation Fund. Annual report. 7 Additions to the authorized access point for a work • LC-PCC PS 6.27.1.9 – Consider authorized access point conflicts among all resources, not just serials • Authorized access points are identical: addition is required • Authorized access points are similar: cataloger’s judgment 8 Identical authorized access point 9
Similar authorized access point Serial in hand: 245 00 $a Hogs and cows today. Serial in catalog: 245 00 $a Hogs & cows today. 10 Result: 130 0# $a Hogs and cows today (Fresno, Calif.) 245 10 $a Hogs and cows today Additions to authorized access points 11 Additions to authorized access points 1212
Additions to authorized access points 13 Additions to authorized access points 14 Authorized access point for an expression • LC-PCC PS 6.27.3 – Music resources (6.28.3) – Sacred scriptures (6.30.3) – Translations (described in the LC-PCC PS) – Language editions (described in the LC- PCC PS) 15
Authorized access point for an expression 130 0# $a Duaḥ ha-inflatsyah. $l English. 245 10 $a Inflation report / $c Bank of Israel. 775 08 $i Hebrew version: $t Duaḥ ha- inflatsyah $w (DLC) 00207719 $w (OCoLC)45203459 16 Summary • Authorized access point for a work: – Authorized access point for creator – Preferred title of work • Additions to authorized access point for a work – Add parenthetically to authorized access point • Authorized access point for an expression – Added to authorized access point for the work 17
CONSER Bridge – Quiz 4    Work: For each of the situations below, answer the following questions  1. Is there a personal (6.27.1.2) or corporate body creator (19.2.1.1)? What?  2. What is the preferred title? Are additional elements needed to differentiate the preferred title?  3. What is that work authorized access point?    CASE #1: Annual report    Creator?   ___________________________________________    Preferred title? Additional element needed?   ________________________________________    Work authorized access point?     ___________________________________________        CISANET Annual Report    2005        Civil Society Agriculture Network  (CISANET)  P.O. Box 203  Lilongwe, MALAWI  Website: www.cisanet.org          CASE #2: Journal      FINANCE & DEVELOPMENT    A QUARTERLY PUBLICATION OF THE  INTERNATIONAL MONETARY FUND  December 2012                Volume 49 * Number 4               ISSN 0015‐1947      English edition  Creator?   ___________________________________________    Preferred title? Additional element needed?  ___________________________________________    Work authorized access point?   ___________________________________________    Note that this publication is not about the IMF  Note that the catalog already has a record for a monograph  entered under title Finance & development, published by the  World Bank    CASE #3: Web site        Creator?   _______________________________________    Preferred title? Additional element needed?     _______________________________________    Work authorized access point?     _______________________________________  About us     Events    Our Photos 
  Expressions      CASE #4. More FINANCE & DEVELOPMENT    After creating a record for Finance & Development (Case #2), you find out that the publication is also issued in  Arabic, Chinese, French, Russian, and Spanish.    You receive an issue of the Spanish‐language journal from the International Monetary Fund. The title on the  cover is:                               What additional element would you suggest to  distinguish this expression?    _______________________________________    What is the expression authorized access point?    _______________________________________                FINANZAS Y DESARROLLO    PUBLICACIÓN TRIMESTRAL DEL FONDO  MONETARIO INTERNACIONAL Y DEL  BANCO MUNDIAL      ISSN 0250‐7447           
5: Related works, expressions, manifestations • Relationship Designators in MARC 21 • Citing linking relationships in MARC 21 • Common serial relationships 1 Relationship Designators in MARC bibliographic records RDA Appendix MARC I $e of 100-110 and 700-710 I $j of 111 and 711 J $i of 700-730 J $i of 76X-78X linking entry fields 2 Relationship Designators in MARC bibliographic records MARC Coding Meaning 780 00 “Continues” 785 00 “Continued by” 264 2nd indicator Function of entity 3
PCC Guidelines for the Application of Relationship Designators • RD in Bibliographic Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Relat- Desig-Guidelines.docx • Include a relationship designator for all creators 4 CONSER Practice for Relationship Designators in linking entry fields • 780 00 • 785 00 • 776 08 $i Online version: • 775 08 $i English edition: 5 In MARC 700-730 fields • Give the form represented by NAR if RDA • If there is no NAR, give the RDA form • (follow DCM Z1 guidelines about when to make a NAR) 6
Editing Tips for linking entry fields 76X-78X • In OCLC, use “insert from cited record” • If pasting 1XX/24X text, remove subfield coding within: – $a [author] – $t [title] 7 Common serial relationships • Related serial works: – Supplement – whole/part – Earlier, later title • Expressions – Language expressions • Manifestations – Other formats – Change in mode of issuance – Reproductions 8 99 Related works 772 0# $t Leadership (Cape Town, South Africa) 780 00 $t Australian & New Zealand apparel 785 00 $t Morren Galleries journal 787 08 $i Preliminary report issued as: $t English housing survey. Headline report 787 08 $i Complemented by (work): $t English housing survey. Household report
1010 Related expressions and manifestations 775 08 $i English edition: $t Azerbaijan focus 776 08 $i Print version: $t Proceedings of the … Western Dairy Management Conference 776 08 $i Online version: $t Bone bouquet 776 08 $i Continued by online database: $t Antarctic bibliography $w (OCoLC) 52065227 775 08 $i Reproduction of (manifestation): $t Hîwa (Baghdad, Iraq) Relationships in note fields • 525 (supplement) - use for supplements not input as separate records • 530 (additional physical form) - prefer 776 $i • 533 (reproduction) - use only for digital preservation project records with $5 11 Relationships in note fields • 534 (original version) - do not use in CONSER records • 550 (issuing body) - use to justify 7XX • 580 (linking entry complexity note) - use to express complex note in conjunction with 7XX 12
Summary • Record relationships authorized access points, notes, & linking fields • Provide reciprocal relationship fields for serials • 700-730: – Use form from NAR – If no NAR, give RDA form • 760-787 fields: – Authorized access point of related record (minus subfield codes) – Appropriate designators (excluding 780, 785) 13 Summary • Include a relationship designator for all creators • Apply relationship designators in accordance with their definitions • PCC highly encourages including relationship designators for all access points whenever it is clear what the relationship is 14
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CONSER RDA Bridge – Quiz 5     For each example, identify the type(s) of relationship.      1. 110 1# $a Monrovia (Calif.), $e author, $e issuing body.  245 10 $a Annual report    ___ creator associated with a work    ___ other person, family, or corporate body associated with a work    ___ other person, family, or corporate body associated with expression    ___ all of the above      2. 245 00 $a Getting started in Jewish genealogy.  700 1# $a Mokotoff, Gary, $e editor of compilation.    ___ creator associated with a work    ___ other person, family, or corporate body associated with a work    ___ other person, family, or corporate body associated with expression    ___ all of the above      3. 245 00 $a American journal of linguistics.  776 08 $i Online version: $t American journal of linguistics $x 2326‐0769 $w (DLC)  2013201733    ___ related work    ___ related expression    ___ related manifestation    ___ related item         
4. 245 00 $a AAPC cutting edge.  780 00 $t Coding edge $x 1941‐5036 $w (DLC) 2008213052    ___ related work    ___ related expression    ___ related manifestation    ___ related item   
Session 6 Working with Copy & When to Create a New Record 1 Change over Time • Using existing copy – What types of change can be accommodated? – How to edit? • RDA & AACR2/CSR records • Pre-AACR2 successive entry records • When to consider re-describing to RDA? • Creating a new record – When? – What level? 2 Manifestation: Types of change (1) • Carrier type (3.22.6) • Minor title changes (2.3.2.13.2) • Edition not changing scope of publication (2.5.1.6) • Publisher/distributor/manufacturer (2.8-2.11) – Publisher: Place (2.8.2.7) – Publisher: Name (2.8.4.8) 4
Manifestation: Types of change (2) • Series (2.12.1.6) • Numbering (2.6.1) • Frequency (2.14.1.4) • Editors, issuing bodies, etc. (2.4.1.10) 5 Carrier types (3.22.6) • Minor changes: – Broadsheet to volume (Media type: unmediated) – Microfiche to microfilm (Media type: microform) – CD-ROM to DVD-ROM (Media type: computer) • New record required: – CD-ROM to online (Media type: computer) 6 Exercise: Carrier type The last CD-ROM issue was: 1997/2001. The first DVD-ROM issue was: 1998/2002. 7
Exercise: Carrier type (2) 300 ## $a computer discs ; $c 4 3/4 in. 500 ## $a Issues for 1989/1992-1997/2001 on CD-ROM; issues for 1998/2002- on DVD-ROM. 8 Minor Title Changes & Variant Titles • Changes in title proper of serials: – RDA 2.3.2.12.2 • Major and minor changes – RDA 2.3.2.13 – LC-PCC PS general guidelines and LC-PCC PS for minor change categories • Title changes: no change in practice! 9 Minor title changes (2.3.2.13.2, 2.20.2) , parallel (2.3.3.5), and variant titles (2.20.2.4) Coding for CONSER core: – 245 00 $a Title – 246 1# $i Issues for … have title: $a [later title] – 246 1# $i Issues for … have English title: $a [later parallel title] – 246 1# $a [variant title] $f <Nov. 2011-> Example 245 00 $a Géologie de la France 246 1# $i Issues for 1988-1989 have title: $a Géol. Fr. 246 1# $i Issues for 1994-2000 have also English title: $a Geology of France and surrounding areas 246 1# $a GFSA $f <1995>-1999 10
Edition statement (2.5.1.6, 2.20.4) Changes in edition statement: • No change in scope? → Record changes from later issues if important for identification • Example 250 ## $a Property & casualty insurance edition. 500 ## $a Issues for Dec. 29, 1986-Jan. 2, 1989 called Property & casualty/employee benefits edition; issues for Jan. 9, 1989 called Property & casualty/risk & benefits management edition. 11 Publisher change (2.8, 2.20.7) • Reminder: – Existing: • 260 # # (if 260 is present, leave tag as-is) OR 264 # 1 (for RDA record created after August 2011) • Add: $3 Coverage – New: • 264 2 1 (intermediate) 264 3 1 (most recent) • $3 Coverage [recorded] • $a Place : $b Publisher [transcribed] • $c Date (if ceased) [transcribed] 12 Exercise: Publisher After this record was created, the cataloger received some additional issues (though not a complete run). Here are some changes discovered: --By the “February 1990” issue, the place of publication moved to: Tonawanda, NY --By the “February 1991” issue, the place of publication moved to: Las Vegas, NV The Raving Lunatic Society remained the publisher throughout the life of the serial. The latest issue received was: Volume 7, issue #1 (May 15, 1993). Fixed field: 008/15-17 (Ctry): nyu 13
Exercise: Publisher change (2) Fixed field: 008/15-17 (Ctry): nvu 14 Frequency change (2.14.1.4, 2.20.12) Coding: Recorded; CONSER practice: keep all – 310 ## $a Frequency, $b coverage [current] – 321 ## $a Frequency, $b coverage [oldest] – 321 ## $a Frequency, $b coverage [next] 15 Numbering (2.6.1, 2.20.5) • Coding: Partially transcribed • Reminder: If numbering starts over without series designation, supply [new series] • Options: – 362 1# $a If have first/last in range – 515 ## $a In all situations Example 1 362 1# $a Began with: No 7 (année judiciaire 1998/1999); ceased with no 13 (année judiciaire 2004/2005). -------------------------------- Example 2 362 1# $a Began with December 1971. 515 ## $a Issues for <May 2010-> called: <2nd series, volume 1, issue 5-> 16
Issuing body (2.20.3.6.2) • CONSER practice: [introductory word(s)]: [information], [dates] Example 550 ## $a Issued by: Bureau of Vital Statistics, 1964–1977; by: Bureau of Vital Records, 1978– 17 Other considerations • CEG B4 • FF Dates: If most recent issue (or known issue) is older than 3 years: – 008/06 (Status): u – 008/11-14 (Date2): uuuu • Basis of identification: If have later issue than was previously been entered: 588 ## $a Latest issue consulted: … . 588 ## $a Latest issue consulted: … (publisher’s Web site, viewed …). 18 Expression-level change (7.29.2.3) • So far, ALL changes can be accommodated • Types of change common to serials: – Language – Script • Examples: 546 ## $a Volumes 1-3 in French, volumes 4-7 in German. 546 ## $a In Azerbaijani (Cyrillic), <1999->; (Latin), <2002-2003> 19
Work-level change (Chapter 6) • Parallel language titles appearing on later issues (6.2.3.4) • Variant titles that differ significantly from the preferred title and might reasonably be sought (6.2.3.3) • Nature of the content (7.2.1.3) 20 Hybrid: Editing AACR2/CSR Records • Documentation: Post RDA Implementation Guidelines and Standards http://www.loc.gov/aba/pcc/ • May follow RDA conventions to maintain AACR2/CSR records • May add (or add to) 336-338 fields • Should create RDA NARs if additional name headings are needed (e.g., issuing body) • Many changes can be made without re-describing serial using RDA 21 Exercise: CSR record maintenance FF: LDR/18 (Desc) = a 008/18-19 (Freq/Regl) =q/x 008/15-17 (Ctry) = nju Issue : Volume 87, issue 4 2012 Philadelphia, PA * Taylor and Francis * Published 5 times a year What enhancements could/should be made to reflect this issue? 22
Exercise: CSR record maintenance (2) FF: LDR/18 (Desc) = a 008/18-19 (Freq/Regl) =q/x 008/15-17 (Ctry) = pau 23 Editing pre-AACR2 records using RDA • Watch for: Partial title that needs to be reconsidered • Before editing: – Create DBO to reflect issue used for description if known, based on 362, 936, and any other data: – Remove 936 • Update the record, add 588 Latest issue consulted note 24 Exercise: Pre-AACR Maintenance Issue: Volume 35, Number 2, May 2012 Published: Baltimore, Maryland, USA * The Johns Hopkins University Press 25
Exercise: Pre-AACR Maintenance 26 Pre-AACR Maintenance If not converting to RDA at a minimum: • Add 264 31 if needed for current publishing statement • Do not recode or change an existing 260 • Add additional fields from latest issue – e.g. 710’s 550 note to cite issues • Add 588 “Latest issue consulted note” Would you re-describe to RDA if …? • CSR CONSER Record: e-Level 8 (ISSN Pre-pub) Cataloger has first issue in hand. • Pre-AACR2 Record: – 110 2# $a Society of Archivists – 245 10 $a Journal of the Society of Archivists. 2011: Name of body changed to: Archives & Records Association. No change to title (oddly enough). • AACR2 CONSER Record based on: Vol. 8, no. 3 245 00 $a ME insights. Cataloger has volume 1, number 1 with title: Middle East insights. 28
When do you need a new record? W Change to authorized access point representing work 6.1.3.2.1 Title proper ‐‐Major change to title proper ‐‐Major change to original title for language expression 6.1.3.2.2 Creator ‐‐Authorized access point for person, family, or corporate body  used in identifying the work ‐‐Change affecting name of person, family, or corporate body used  as an addition to authorized access point for the work 6.1.3.2 ‐‐Work under title changes to work under creator M Change to manifestation that cannot be accommodated in  description Mode of issuance 1.6.2.1 Media type of a serial 1.6.2.2 Edition affecting scope or coverage 1.6.2.5  29 New record? New work? Situation 245 00 $a Newsletter of the American Health Foundation Change: Newsletter of the Institute for Cancer Prevention 30 New record? New work? Situation: Loose-leaf publication 100 1# $a Dobbs, Marian F. 245 10 $a Determining child & spousal support Change: Serial publication 245 00 $a Determining child & spousal support 31
New record? New work? Situation: 245 00 $a Hong Kong business directory. 300 ## $a CD-ROMs Change in 2007: Issued only on DVD-ROMs Change in 2009: Issued only online as pdf file Change in 2012: Issued online as a database 32 New record? New work? Situation: Spanish-language edition 130 0# $a Worldnet at a glance. $l Spanish. 245 10 $a Worldnet en un vistazo. ---------------------------------------------------------- Change: --New English-language title is: Worldnet --Spanish-language title is: Worldnet en un vistazo 33 RDA: Requiring a new description 34
Summary • Change within: Manifestation, Expression, and Work-level change • Hybrid-Record techniques • Re-description to RDA • Change without: Work/Expression, Manifestation 35
Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 31695314 Held by CLU/LHR - 368 other holdings; 4 other IRs Save File 180        Rec statRec statRec statRec stat c           EnteredEnteredEnteredEntered 19941214           ReplacedReplacedReplacedReplaced 20121217           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce d           GPubGPubGPubGPub f           CtrlCtrlCtrlCtrl           LangLangLangLang eng BLvlBLvlBLvlBLvl s           FormFormFormForm q           ConfConfConfConf 0           FreqFreqFreqFreq a           MRecMRecMRecMRec           CtryCtryCtryCtry dcu S/LS/LS/LS/L 0           OrigOrigOrigOrig q           EntWEntWEntWEntW s           ReglReglReglRegl r           AlphAlphAlphAlph     DescDescDescDesc i           SrTpSrTpSrTpSrTp           ContContContCont           DtStDtStDtStDtSt c           DatesDatesDatesDates 1992  ,  ,  ,  ,  9999    006        m        d          007        c  ǂb  o  ǂd  u  ǂe  g  ǂf  u   010        95645854   ǂz  sn 94028619    040        GPO  ǂb  eng  ǂe  rda  ǂc  GPO  ǂd  DLC  ǂd  MYG  ǂd  AGL  ǂd  EYM  ǂd  OCL  ǂd  GPO  ǂd  DLC  ǂd  IUL  ǂd  GPO  ǂd  DLC  ǂd  GPO  ǂd  SYS  ǂd  OCL  ǂd  OCLCQ  ǂd  GPO  ǂd  CUS  ǂd  GPO  ǂd  ORU   042        lc   043        n-us---   050  0  0  HF3000   070  0     HF3003.U7   072     0  X700   074        0154-D   074        0154-D-02   086  0     C 3.278/3:   086  0     C 3.278/3-2:   090        ǂb     245  0  0  U.S. exports history :  ǂb  historical summary ... : international harmonized system commodity classification (HS-based schedule B) by country, by customs district /  ǂc  Foreign Trade Division.   246  3     United States export history   246  3     US exports history   246  3  0  Exports history   264     1  Washington, DC :  ǂb  U.S. Dept. of Commerce, Bureau of the Census, Data User Services Division,  ǂc  1993-   300        CD-ROMs ;  ǂc  4 3/4 in.   310        Annual   336        text  ǂb  txt  ǂ2  rdacontent   337        computer  ǂb  c  ǂ2  rdamedia   338        computer disc  ǂb  cd  ǂ2  rdacarrier   362  1     Began with CDEX-1989/1992.   500        Title from disc label.   500        Subtitle varies.   515        Period of coverage varies.   515        Vol. CDEX-89-93, issued July 1994, also issued in corrected ed. Nov. 1994; v. CDEX-93-97, issued June 1998, also reissued in a corrected ed. July 1998; v. CDEX-94-98 reissued in a rev. ed. June 1999.   516        Written in ISO 9660 format.   516        Written in ASCII and/or dBASE format.   520        Provides U.S. export statistics, both government and nongovernment shipments, of domestic and foreign merchandise (including non-monetary gold and silver) from the U.S. Customs districts (the 50 Page 1 of 2OCLC Connexion 1/16/2013about:blank The last CD-ROM issue was: 1997/2001 The first DVD-ROM issue was: 1998/2002 -------------------------------------------------------- How would you edit this record to show that the carrier changed from CD-ROM to DVD-ROM? session 6-ex1: Carrier change
states, District of Columbia, and Puerto Rico), U.S. foreign trade zones, and the U.S. Virgin Islands to foreign countries.   538        System requirements: IBM PC or compatible with MS-DOS 3.3 or higher and DOS file manager software (e.g., Microsoft CD-ROM Extensions 2.0 or higher) or other system with appropriate retrieval software for ISO 9660 CD-ROMs (software included on the disk will run only on an DOS PC); 640K RAM; CD-ROM drive.   550        Vols. for 1989/1992-1990/1994 issued by: U.S. Dept. of Commerce, Bureau of the Census, Data User Services Division; 1991/1995-1993/1997 by: the Bureau's Administrative and Customer Services Division; 1994/1998 by: U.S. Census Bureau; 1995/1999-1997/2001 by: U.S. Dept. of Commerce, Economics and Statistics Administration with U.S. Census Bureau.   650     0  Exports  ǂz  United States  ǂv  Statistics  ǂv  Periodicals.   710  1     United States.  ǂb  Bureau of the Census.  ǂb  Foreign Trade Division.   710  1     United States.  ǂb  Bureau of the Census.  ǂb  Data User Services Division.   710  1     United States.  ǂb  Bureau of the Census.  ǂb  Administrative and Customer Services Division.   710  1     United States.  ǂb  Economics and Statistics Administration.   710  2     U.S. Census Bureau.   710  2     U.S. Census Bureau.  ǂb  Foreign Trade Division.   787  0  8  ǂi  Cumulates:  ǂt  U.S. exports of merchandise  ǂx  1057-8773  ǂw  (DLC) 91655128  ǂw  (OCoLC) 23886398  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate-  Source-OCLC  My Status-vbross Workflow-In Process  Page 2 of 2OCLC Connexion 1/16/2013about:blank
Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 809381590 No holdings in CLU - 1 other holding Save File 182  Rec stat c Entered 20120907 Replaced 20120909 Type a ELvl Srce c GPub Ctrl Lang eng BLvl s Form Conf ∎ Freq u MRec Ctry nvu S/L 0 Orig EntW Regl u Alph Desc i SrTp p Cont DtSt u Dates 1987  ,  uuuu 010 2010222999  040 KFS  ǂb  eng  ǂe  rda  ǂc  KFS  ǂd  OCLCO  042 pcc  245 0 0 Cognitive dissidents.  264 1 Rochester, NY :  ǂb  The Raving Lunatic Society  336 text  ǂb  txt  ǂ2  rdacontent  337 unmediated  ǂb  n  ǂ2  rdamedia  338 volume  ǂb  nc  ǂ2  rdacarrier  362 1 Began in 1987.  588 Description based on: Volume 1, number 5 (Nov 15, 1987); title from caption.  588 Latest issue consulted: Volume 1, number 5 (Nov 15, 1987).  650 0 Libertarianism  ǂv  Periodicals.  650 0 Economics  ǂv  Periodicals.  710 2 Raving Lunatic Society.  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate- Source-OCLC  My Status-vbross Workflow-In Process  Page 1 of 1OCLC Connexion 1/16/2013about:blank session 6-ex2: Publisher change After this record was created, the cataloger received additional issues (though not a full run). Here are some changes discovered: --By the "February 1990" issue, the place of publication moved to: Tonawanda, NY --By the "February 1991" issue, the place of publication moved to: Las Vegas, NV The Raving Lunatic Society remained the publisher throughout the life of the serial. The latest issue received was: Volume 7, issue #1 with coverage date: May 15, 1993. --------------------------------------------------------------------------------------------------------------------------- How would you update the record, based on this information?
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Session 6-ex3. Identifying Valid Hybrid Record Technique Which of these changes are valid applications of the hybrid record technique? Which changes should be avoided? Mark “yes” in the first column next to the examples of valid hybrid record technique Mark “no” in the first column next to the example of things to avoid ?? AACR2 record: Before AACR2 record: After FF Desc: a 040 ## $a DLC $c DLC FF Desc: a 040 ## $a DLC $b eng $e rda $c DLC 245 00 $a British journal of surgery $h [electronic resource]. 245 00 $a British journal of surgery. 260 ## $a [S.l. : $b s.n.] 264 #1 $a [Place of publication not identified] : $b [publisher not identified] 260 3# $a Cambridge, Mass. : $b MIT Press, $c [2001]- 264 31 $a Cambridge, Massachusetts : $b Massachusetts Institute of Technology Press, $c [2001]- 300 ## $a CD-ROMs : $b ill. ; $c 4 3/4 in. 300 ## $a CD-ROMs : $b illustrations ; $c 4 3/4 in. 310 ## $a Monthly, $b <Feb. 1995-> 310 ## $a Monthly, $b <February 1995-> 321 ## $a Four no. a year, $b 1913- 321 ## $a Four numbers a year, $b 1913- 336 ## $a text $b txt $c rdacontent 337 ## $a computer $b c $c rdamedia 338 ## $a computer disc $b cd $c rdacarrier 362 1# $a Began with v. 1 (Jan. 1976). 362 1# $a Began with volume 1 (January 1976). Note: This exercise only concerns possible hybrid changes. Whether changes are completed in a specific situation will depend on institutional policies and cataloger judgment.
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Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 4013686 Held by CLU/LHR - 882 other holdings; 12 other IRs Save File 183        Rec statRec statRec statRec stat c           EnteredEnteredEnteredEntered 19780628           ReplacedReplacedReplacedReplaced 20121206           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce           GPubGPubGPubGPub           CtrlCtrlCtrlCtrl           LangLangLangLang eng BLvlBLvlBLvlBLvl s           FormFormFormForm           ConfConfConfConf 0           FreqFreqFreqFreq q           MRecMRecMRecMRec           CtryCtryCtryCtry nju S/LS/LS/LS/L 0           OrigOrigOrigOrig           EntWEntWEntWEntW           ReglReglReglRegl x           AlphAlphAlphAlph a     DescDescDescDesc a           SrTpSrTpSrTpSrTp p           ContContContCont o           DtStDtStDtStDtSt c           DatesDatesDatesDates 1923  ,  ,  ,  ,  9999    010        61032518   ǂz  sc 78001563    040        DLC  ǂb  eng  ǂc  DLC  ǂd  NSD  ǂd  AIP  ǂd  NSD  ǂd  AIP  ǂd  NSD  ǂd  DLC  ǂd  NST  ǂd  OCL  ǂd  NST  ǂd  NSD  ǂd  CAS  ǂd  OCL  ǂd  NLM  ǂd  OCLCQ  ǂd  CDS  ǂd  OCLCQ  ǂd  HLS  ǂd  OCLCQ  ǂd  MUL  ǂd  YUS  ǂd  DLC  ǂd  UMS  ǂd  EYM  ǂd  LVB  ǂd  IUL  ǂd  OCLCQ  ǂd  UKMGB  ǂd  TJC  ǂd  OCLCQ  ǂd  OCLCO   012        2  ǂb  3  ǂj  0  ǂk  1  ǂm  1   016  7     101088393  ǂ2  DNLM   016  7     007191052  ǂ2  Uk   022  0     0161-956X  ǂl  0161-956X  ǂ2  1   030        PJEDFQ   032        424300  ǂb  USPS   042        pcc  ǂa  nsdp   050  0  0  L11  ǂb  .P35   082     4  370/.5   210  0     Peabody j. educ.   222     0  Peabody journal of education   245  0  0  Peabody journal of education.   246  1     ǂi  Vol. 48, no. 1 (Oct. 1970)-v. 77, no. 4 (2002) also have title:  ǂa  PJE   260        Nashville, Tenn. :  ǂb  George Peabody College of Teachers,  ǂc  c1923-   300        v. ;  ǂc  22-25 cm.   310        Four no. a year,  ǂb  1970-   321        Bimonthly,  ǂb  1923-   362  0     Vol. 1, no. 1 (July 1923)-   500        Published: Mahwah N.J. : Lawrence Erlbaum Associates, <v. 71, no. 1->   500        Title from cover.   500        Latest issue consulted: Vol. 87, issue 4 (2012).   515        Issues for v. 78, issue 1- also called: v. 78, no. 1-   555        Vols. 1 (1923)-50 (1973). 1 v.   650     0  Education  ǂv  Periodicals.   710  2     George Peabody College for Teachers.   776  0  8  ǂi  Online version:  ǂt  Peabody journal of education (Online)  ǂx  1532-7930  ǂw  (DLC) 2001214615  ǂw  (OCoLC)45090468   850        AAP  ǂa  AU  ǂa  DGW  ǂa  DLC  ǂa  FU  ǂa  KyLOU  ǂa  In  ǂa  InLP  ǂa  MiDW  ǂa  MoKU  ǂa  NHU  ǂa  NjR  ǂa  OCU  ǂa  OkU  ǂa  PU  ǂa  Wa   856  4  1  ǂu  http://www.jstor.org/journals/0161956x.html   856  4     ǂu  http://firstsearch.oclc.org  ǂz  Address for accessing the journal using authorization number and password through OCLC FirstSearch Electronic Collections Online. Subscription to online journal required for access to abstracts and full text   856  4     ǂu  http://firstsearch.oclc.org/journal=0161-956x;screen=info;ECOIP  ǂz  Address for accessing the Page 1 of 2OCLC Connexion 1/16/2013about:blank session 6-ex4:AACR2/CSR maintenance Incoming issue has on cover: Volume 87, issue 4 2012 Masthead: Philadelphia, PA * Taylor and Francis * Published 5 times a year --------------------------------------------------------------------------------- What enhancements could/should be made to reflect this issue? What could/should be left alone?
journal from an authorized IP address through OCLC FirstSearch Electronic Collections Online. Subscription to online journal required for access to abstracts and full text   891  2  0  ǂ9  853  ǂ8  1  ǂa  v.  ǂb  issue  ǂu  4  ǂv  r  ǂi  (year)  ǂw  q   891  4  1  ǂ9  863  ǂ8  1.1  ǂa  <78>  ǂb  <1>  ǂi  <2003>   891  2  0  ǂ9  853  ǂ8  2  ǂa  v.  ǂb  no.  ǂu  5  ǂv  r  ǂi  (year)  ǂw  5   891  4  1  ǂ9  863  ǂ8  2.1  ǂa  <87>  ǂb  <4>  ǂi  <2012>   936        AACR2=HLS  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate-    My Status-vbross Workflow-In Process  Page 2 of 2OCLC Connexion 1/16/2013about:blank
Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 3556144 Held by CLU/LHR - 448 other holdings; 12 other IRs Save File 184        Rec statRec statRec statRec stat c           EnteredEnteredEnteredEntered 19780113           ReplacedReplacedReplacedReplaced 20121216           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce c           GPubGPubGPubGPub           CtrlCtrlCtrlCtrl           LangLangLangLang eng BLvlBLvlBLvlBLvl s           FormFormFormForm           ConfConfConfConf 0           FreqFreqFreqFreq t           MRecMRecMRecMRec           CtryCtryCtryCtry azu S/LS/LS/LS/L 0           OrigOrigOrigOrig           EntWEntWEntWEntW           ReglReglReglRegl r           AlphAlphAlphAlph a     DescDescDescDesc           SrTpSrTpSrTpSrTp p           ContContContCont oh           DtStDtStDtStDtSt c           DatesDatesDatesDates 1978  ,  ,  ,  ,  9999    010        79643052    040        NSD  ǂb  eng  ǂc  NSD  ǂd  DLC  ǂd  OCL  ǂd  NSD  ǂd  NST  ǂd  DLC  ǂd  NST  ǂd  AIP  ǂd  NSD  ǂd  NST  ǂd  AIP  ǂd  NST  ǂd  MYG  ǂd  NST  ǂd  IUL  ǂd  HUL  ǂd  CAS  ǂd  IUL  ǂd  SYS  ǂd  GUA  ǂd  OCLCQ  ǂd  NLM  ǂd  OCLCQ  ǂd  EYM  ǂd  HUL  ǂd  DLC  ǂd  OCLCQ  ǂd  UKMGB   012        2  ǂb  3  ǂl  1   016  7     100967644  ǂ2  DNLM   016  7     010003613  ǂ2  Uk   022  0     0149-7952  ǂl  0149-7952  ǂ2  1   030        GSREFO   037        ǂb  Editor, German Studies Review, Arizona State University, Tempe, Arizona 85287   042        nsdp  ǂa  pcc   043        e-gx---   050  0  0  DD1  ǂb  .G382   082     4  943/.005   090        ǂb     210  0     Ger. stud. rev.   222     0  German studies review   245  0  0  German studies review.   260        [Tempe, Az.],  ǂb  German Studies Association [etc.]   300        v. ;  ǂc  15 cm.   310        Three times a year   362  0     v. 1- Feb. 1978-   530        Also issued online.   550        Issued by the Western Association for German Studies, 1978-1985.   555        Vols. 1-5, 1978-82, with v. 5; v. 11-15, 1988-92, in v. 15, no. 3; v. 16-20, 1993-97, in v. 20, no. 3.   651     0  Germany  ǂx  Civilization  ǂv  Periodicals.   710  2     Western Association for German Studies.   710  2     German Studies Association.   776  1     ǂt  German studies review (Online)  ǂw  (DLC) 2005237244  ǂw  (OCoLC)61523181   856  4  1  ǂu  http://www.jstor.org/journals/01497952.html   891  0  3  ǂ9  853  ǂ8  1  ǂa  v.  ǂb  no.  ǂu  3  ǂv  r  ǂi  (year)  ǂj  (month)  ǂw  t  ǂx  02  ǂy  pm02,05,10   891  4  0  ǂ9  863  ǂ8  1.1  ǂa  <1>-  ǂi  <1978>-   936        Feb. 1979  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate-    My Status-vbross Workflow-In Process  Page 1 of 1OCLC Connexion 1/16/2013about:blank session 6-ex5: Pre-AACR2 maintenance Cataloger receives a new issue. On cover: Volume 35, number 2 May 2012 On title page: Baltimore, Maryland USA The Johns Hopkins University Press --------------------------------------------------------------------------- How could this record be edited using RDA? What could/should be left alone?
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Session 6-ex6: When do you need a new record? Question: Is a new description needed (major or minor change)? Question: Will a new work-level record be needed? Or does the change only affect the manifestation? Situation 1: Serial Record has: 245 00 $a Newsletter of the American Health Foundation New issue has: Newsletter of the Institute for Cancer Prevention New description needed? yes no New work record? yes no Situation 2: Originally issued as a loose-leaf publication; now issued as a serial. Cataloger determines that, according to the LC-PCC PSs, Dobbs would be a contributor rather than a creator. Record has: 100 1# $a Dobbs, Marian F. 245 10 $a Determining child & spousal support New issue has: Determining child & spousal support New description needed? yes no New work record? yes no Situation 3: Originally issued on CD-ROM; then on DVD-ROM; then as pdf files; then as updating database Record has: 245 00 $a Hong Kong business directory. 300 ## $a CD-ROMs ; $c 4 3/4 in. Change in 2007: Issued only on DVD-ROMs New description needed? yes no New work record? yes no Change in 2009: Issued only online as pdf file New description needed? yes no New work record? yes no Change in 2012: Issued online as a database New description needed? yes no New work record? yes no
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    Appendix: Links to Documentation            1. CONSER Documents: http://www.loc.gov/aba/pcc/conser/index.html        These three key documents to keep at hand as you catalog. The first walks through how to create an original  record for a serial, including a decision tree. The other two documents provide tabular Metadata Application  Profiles, MARC‐to‐RDA and RDA‐to‐MARC.        a. CONSER RDA Cataloging Checklist:  http://www.loc.gov/aba/pcc/conser/documents/CONSER‐RDA‐checklist.doc        b. CONSER RDA Core Elements:  http://www.loc.gov/aba/pcc/conser/documents/CONSER‐RDA‐core‐elements.doc        c. CONSER MARC21 to RDA Core Elements:  http://www.loc.gov/aba/pcc/conser/documents/CONSER‐MARC‐to‐RDA.doc          2. Program for Cooperative Cataloging (PCC) Post RDA Implementation Guidelines and Standards documents:      http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Post‐RDA‐Implementation‐Guidelines.html    These documents address specific topics of interest such as guidelines for the 264 field, how to apply  relationship designators in bibliographic records, and how to maintain records in a hybrid environment.          a. Guidelines for the 264 field:      http://www.loc.gov/aba/pcc/documents/264‐Guidelines.doc    b. Guidelines for the Application of Relationship Designators in Bibliographic Records:      http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Relat‐Desig‐Guidelines.docx    c. Guidelines for Enhancing & Editing non‐RDA Serial Records:      http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid‐Guidelines‐Serials‐Post‐Impl.docx  d. Provider‐neutral record guidelines for electronic monographs, serials, and integrating resources:      http://www.loc.gov/aba/pcc/scs/documents/PCC‐PN‐guidelines.html          3. Other documents (Miscellaneous)      a. International cataloging principles:      http://www.ifla.org/publications/statement‐of‐international‐cataloguing‐principles        b. OCLC policy statement on RDA cataloging in WorldCat:        http://www.oclc.org/en‐US/rda/new‐policy.html    c. JSC Meeting Outcomes: http://www.rda‐jsc.org/docs/2012‐documents‐summary.pdf (summary)      http://www.rda‐jsc.org/workingnew.html (“sec final”‐‐text of the changes)   
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Appendix: MARC Tagging and Serials Following is a selected list of MARC tags frequently used in serial records. Consult the CONSER Editing Guide for more a complete list and instructions on use 006 Fixed-length data elements (used primarily for e-serials) 007 Physical description fixed field (used primarily for microforms and e-serials) 008/leader Fixed field display found in workforms on OCLC or local systems 010 ## LC control number (used in CONSER records) 022 ## ISSN 042 ## PCC/CONSER authentication: isds/c , pcc, lccopycat, nlc Beware! OCLC also uses this field for non-PCC projects: dlr, dc, anuc are NOT PCC codes 050 _ _ LC classification number 110 _ # Authorized access point for creator, $e relationship designator (e.g., author) 111 _ _ Authorized access point for conference 130 0 # Authorized access point for work/expression 210 0 _ ISSN abbreviated title 222 #_ ISSN Key title 240 10 Authorized access point for work/expression if record has a creator 245 _ _ Title proper (subfields $a, $n, $p) / statement of responsibility 246 1 _ Parallel title (indicators 11); variant titles (indicators 1#); minor title changes (indicators 1#) 250 ## Edition statement 264 _ _ Publisher (1), distributor (2), manufacturer (3) Date if first/last issue is in hand 300 ## Extent : $b illustrative content ; $c dimensions RDA only requires extent for ceased serials 310/321 ## Current/former frequency 362 1# Note about when the serial began / ended (if known) 490 _ # Series statement 500 ## General note 515 ## Numbering peculiarities 525 ## Supplement 546 ## Language note 550 ## Issuing bodies note 555 ## Cumulative index note 580 ## Linking entry complexity note 588 ## Description based on: ; title from Latest issue consulted: 710 _ # Authorized access point for corporate body, $e relationship designator 752 ## Hierarchical place name (used in records for newspapers) 765/767 0# Link to original language/translation 770/772 0# Link to separately-cataloged supplement / parent record 775 08 $i Edition relationship: $a Creator. $t Title 776 08 $i Variant format relationship: $a creator. $t title 780/785 0_ Links to earlier/later works manifested (as well as: absorptions, splits, mergers) 787 08 $i Non-specific relationship: $a creator. $t title 8XX _ _ Series authorized access point. 856 4_ Electronic location and access
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Appendix: Excerpt from “Copy Cataloging Using RDA” by Tim Carlton http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA%20Traini ng/CopyCatFINAL.doc Modifying Legacy pre-RDA Records AACR2/CSR RECORDS Documentation for working with AACR2 and CSR records has been approved by the PCC. The documentation allows PCC members and OCLC to add elements such as the 264 and the 33X to existing AACR2 records without converting them to RDA. While PCC members and OCLC will use these guidelines to update AACR2 records with RDA elements, LC staff are not required to “hybridize” existing AACR2 records with RDA MARC 21 elements. . [Why not? Because OCLC will be making these changes to AACR2 records in the near future.] However, staff finding such records should leave the elements in place if found in copy records The types of changes staff may see on AACR2 records are outlined in the PCC Guidelines for Enhancing and Editing non-RDA Records for Serials: http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid-Guidelines- Serials-Post-Impl.docx Serials staff should generally follow this guidance when working with copy: CONSER authenticated records should not be converted to RDA, except: • Prepublication records (EL/8) • CONSER minimal level records (if being upgraded to encoding level blank) Unauthenticated serial records that are being authenticated as CONSER/PCC records should be converted to RDA when authenticated. Additionally:  In maintaining CONSER existing AACR2 records, LC staff may add new publishing information based on a later issue using the 264 field without converting existing 260 fields to RDA.  A cataloger should create RDA NARs if name headings are needed (e.g., issuing body)  Many changes can be made without re-describing the serial using RDA PRE-AACR2 RECORDS  Add additional 264 31 if needed for current publication statement based on the latest issue in hand. Do not recode or change an existing 260.  Add additional fields, e.g. later 710’s plus 550 note to cite issues.  Add 588 “Latest issue consulted note” to cite the latest issue.
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CONSER RDA Bridge – Quiz 1 – Answers     1. The CONSER RDA core element set is     a) In line with RDA Core elements with some exceptions, and    b) Equal to the PCC Core elements for continuing resources       √  True    __ False    2. Instructions in the CONSER RDA documents should be used in conjunction with the (Check all  that apply)    √  a) Hybrid Record Guidelines    √  b) Relationship Designator Guidelines    √  c) PCC RDA Provider‐Neutral guidelines when describing online resources    3. The CONSER RDA core record (Check all that apply)    √  a) Is a "floor" description of a resource that can be built upon in a shared environment    √  b) I Allows the use of any data in a bibliographic description representing more extensive  cataloging treatment    √  c) Requires Authority records in the Library of Congress/NACO and Subject Authority  Files for all controlled access points       4. Which of the following will you find in RDA records?    __ 040 $e rda    __ Leader/18: value “i”    __ 264 fields      __ 33X fields    __ Full forms of found information    √  All of the above 
5. Which of the following RDAlike elements are allowed in pre‐RDA records?    __ 040 $e rda    __ Leader/18: value “i”    √  264 fields    √  33X fields    √  Full forms of found information    __ All of the above      6. Which of the following statement(s) is/are true?    __ Transcribed data follows RDA 1.7.1 and the ICP principle of representation    __ PCC practice encourages the use of RDA Appendix A for capitalization    __ For serials, RDA includes exceptions to exact transcription for variable data in the title    √  All of the above    7. For each category, mark whether the data is transcribed or recorded      Category  Transcribed    Recorded    Title proper and parallel title    √    Mode of issuance      √    Identifier of the manifestation (e.g., ISSN)    √    Numbering data     √  (modified)    Place and name of publisher, distributor, or  manufacturer    √    Frequency      √    Notes about elements or about change over time      √     
CONSER RDA Bridge – Quiz 2 – Answers    1. Catalogers may set a preference in the Connexion client (version 2.40) for    a) RDA Bibliographic and authority workforms, and  b) IP authentication to link to the RDA Toolkit    √  True  __ False    2. Beginning March 31, 2013, OCLC policy    √   Allows catalogers to spell out non‐transcribed abbreviations   __ Allows catalogers to remove general material designators (GMDs)  __ All of the above  __ None of the above     3. When re‐cataloging to RDA, catalogers    __ Do this only with "piece in hand" (or surrogate) in order that all necessary information  will be available  __ The entire record must be examined and adjusted as needed before re‐coding the record  as RDA  √   Both of the above    4. Using appropriate CSR guidelines and with either piece in hand or surrogate, CONSER  catalogers     √   May convert AACR2 records for serials to RDA  __ May convert RDA records to AACR2   __ All of the above  __ None of the above    5. It is okay to add some RDA elements to AACR2 records (without converting the records to RDA)    __ True  __ False    6. Always provide:  o 588 description based on note  o Source of title with combined with 588 description based on note  o 588 Latest issue consulted note    √   True  __ False 
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3a-ex1: ISSN, Title Statement, Statement of Responsibility & Publisher Statement For each situation, mark with a “C” the entry or entries that reflects CONSER RDA practice. 1. ISSN appears on back cover of issue as: 2326-0301; ISSN portal shows ISSN for print serial as 2326-0300 ___ 022 _ _ $a 2326-0301 ___ 022 _ _ $a 2326-0300 _C__ 022 _ _ $a 2326-0300 $y 2326-0301 ___ any of these options is valid 2. Title on preferred source is: 2009 ANNUAL REPORT __C_ 245 10 $a … annual report. ___ 245 14 $a … annual report. ___ 245 10 $a Annual report. ___ 245 14 $a … ANNUAL REPORT. 3. Web site has: __C_ 245 10 $a Oregon Genealogical Society. ___ 245 10 $a [Home page of the Oregon Genealogical Society]. ___ 245 10 $a Oregon Genealogical Society : $b [Web site]. ___ none of the above is appropriate under RDA
      4. Publisher statements:    ___264 #1 $a [Arlington, VA, etc. : $b American Association of School Administrators], $c 1943‐    ___ 264 #1 $a [Place of publication not identified] : $a Pennsylvania Department of Internal Affairs     __C_ 264 #1 $a [Washington, D.C.?] : $b Library of Congress Photoduplication Service, $c 1981‐    __C_ 264 #1 $a Mt. Laurel, N.J. : $b Tom Helvig, $c 2002‐            BONUS QUESTION: How would you code the publisher statement for Archaeometry?     Journal called Archaeometry lacks title page.      On cover: Published by Wiley‐Blackwell for University of Oxford in association with Gesellschaft für  Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological Sciences and  Associazione Italiana di Archeometria.     On page 3 of cover: Archaeometry is published by Blackwell Publishing Ltd, 9600 Garsington Road, Oxford,  OX4 2DQ, UK. Blackwell Publishing Ltd was acquired by John Wiley & Sons in February 2007.  Printed in Singapore by Ho Printing Pte Ltd.     On back cover: Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b : Published by Wiley‐Blackwell for University of Oxford in association with  Gesellschaft für Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological  Sciences and Associazione Italiana di Archeometria.    ___ 264 #1 $a Oxford, UK : $b Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd  264 #3 $a Singapore : $b Ho Printing Pte Ltd.    The choice that the cataloger will make may depend on how the information is perceived:  Is the phrase on the cover a formal publisher statement or a descriptive phrase?  Is there any reason to prefer the information on p. 3 of cover or the information on p. 4 of cover?  The final option, while appropriate according to RDA, is probably the least useful, since the printer for a modern  commercial publication is unlikely to assist in identification of the journal.  There is no clearly ‘right’ answer, so give yourself bonus points for working on this! 
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
RDA & serials-transitioning to rda within a marc 21 framework-handout
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RDA & serials-transitioning to rda within a marc 21 framework-handout
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RDA & serials-transitioning to rda within a marc 21 framework-handout

  • 2. THIS PAGE INTENTIONALLY LEFT BLANK FOR DOUBLE SIDED COPY
  • 3.     Documents for the Workshop    Workshop Schedule  Documents for the Workshop Presentation handouts, quizzes, exercises, surrogates Module 1 Module 2 Module 3   Module 4    Module 5    Module 6        Appendices      Links to documentation  MARC Tagging and Serials  Working with Copy – Changes Over Time  Answer sheets       
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  • 5. RDA & Serials Transitioning to RDA within a MARC 21 Framework Co-Presenters: Les Hawkins & Hien Nguyen Library of Congress NASIG 28th Annual Conference Buffalo, New York June 2013 Acknowledgements • Special thanks are due to: – Renette Davis – Judy Kuhagen – Robert Maxwell – UCLA RDA Continuing Resources Study Group – UCSD colleagues • Used with permission 2 Topics 1. Introduction to CONSER RDA cataloging 2. Getting started 3. Description of manifestation 4. Identifying work and expression 5. Related works, expressions, and manifestations 6. Working with copy/When to create a new record 3
  • 6. 1: Introduction • CONSER RDA documents • Identifying RDA records • Terminology • Transcribed vs. recorded elements 5 CONSER RDA Documents • RDA documentation on CONSER Web site: http://www.loc.gov/aba/pcc/conser/index.html • CONSER RDA core elements • CONSER MARC 21 to RDA core elements • CONSER RDA cataloging checklist 6 Other RDA Documents • Electronic serials: Provider-neutral E-resource MARC record guide http://www.loc.gov/aba/pcc/scs/documents/PCC- PN-guidelines.html • Post RDA Implementation Guidelines and Standards: http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20 guidelines/Post-RDA-Implementation- Guidelines.html 7
  • 7. How to identify RDA records MARC coding for RDA bibliographic records: 040 $a ____ $b eng $e rda $c ____ PCC practice: Code for (and use) ISBD punctuation: Leader/18: value “i” 8 RDA records always have: 040 $e rda PCC Practice: Fixed field Desc “i” 9 Other elements in RDA records • MARC fields: Production, publication, distribution, manufacture, and copyright notice (264) Content type (336) Media type (337) Carrier type (338) • Spelled out descriptions e.g., volumes, edition, illustrations 10
  • 8. Other elements in RDA records Treat as “clues” only: • MARC fields: Production, publication, distribution, manufacture, and copyright notice (264) Content type (336) Media type (337) Carrier type (338) • Spelled out descriptions e.g., volumes, edition, illustrations 11 RDA records vs. RDA-like elements allowed in pre-RDA records • 264 field(s) • 33X fields – May see some PCC AACR2 records with these elements – PCC Guidelines for Enhancing & Editing non- RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidel ines/Hybrid-Guidelines-Serials-Post-Impl.docx 12 RDA (and some AACR2) records have: New MARC fields, fuller transcription 13
  • 9. Terminology comparison • AACR2 ◦ Rules ◦ Areas of description ◦ Physical description ◦ Classes of material ◦ General material designation [GMD] ◦ Notes • RDA ◦ Instructions ◦ Elements ◦ Describing carriers ◦ Types of content and carrier ◦ Media, carrier, and content type ◦ Describing content and recording relationships 14 Terminology comparison • AACR2 ◦ [Controlled] Heading ◦ Main entry ◦ Added entries for uncontrolled headings ◦ Author ◦ Uniform title • RDA ◦ [Authorized] access point ◦ Preferred name / preferred title (authorized access point for creator +/or preferred title) ◦ Access points ◦ Creator (also author) ◦ Preferred title (title proper + qualifiers to distinguish from title of another work) 15 161616 Terminology • Title of a work: words or characters by which a work is known • Preferred title of a work (6.2.2.4) – Basis for authorized access point – Based on title proper of first manifestation • Variant title(s) of a work – Other title(s) in addition to the title or form of title chosen as the preferred title for the work
  • 10. 171717 Terminology • Access point – name, term, code, etc. representing an entity Examples: Title of a work, a name of person, or corporate body • Authorized access point – the standardized access point representing an entity Example: 110 2# $a Society of Linguists 181818 Terminology • Authorized access point representing a work – Preferred title for the work preceded by • Authorized access point representing the creator, a person, family, or corporate body responsible for the work – May include additional elements if necessary to distinguish one work from another – May be the preferred title if no creator and no conflict Terminology • For serials, often the authorized access point is the preferred title if no creator in 1XX • Conflict with the authorized access point of another work? – Add a term to distinguish and record authorized access point in the 130 field – Not limited to other serial works 19
  • 11. Transcription vs. Recording • ICP principle of representation = information transcribed as found on the resource • Other information may be manipulated when recorded by the cataloger (either when taken from the resource or from another source) 2020 International cataloging principles: http://www.ifla.org/publications/statement-of- international-cataloguing-principles Transcribed manifestation elements • Title proper and parallel title proper • Other title information • Statement of responsibility • Edition information • Numbering information • Place of publisher, distributor, manufacturer • Name of publisher, distributor, manufacturer • Series information other than ISSN 2121 Reminders about transcribed elements • Do not abbreviate full forms of found information • Generally, do not convert one form of found information to another form • Generally, do not omit information (e.g., part of a publisher name, responsible bodies beyond three in a statement of responsibility) 2525
  • 12. Exceptions and options • Omit numbering from title proper or parallel title (use mark of omission wherever in title) • Some alternatives allow some conversions and some omissions for some elements 2626 Recorded manifestation elements • Date of publication, distribution, manufacture • Copyright date • Mode of issuance • Frequency • Identifier of the manifestation (e.g., ISSN usually) • Key title • Notes about element (e.g., source of title) • Issue or part used as basis of description (DBO and LIC) • Notes about changes over time 2727 Recorded carrier characteristics ch. 3 • Common carrier characteristics – Extent – Dimensions – Carrier type – Media type – Characteristics for other than volumes as carriers (e.g., CD-ROMs, digitized files, videotapes) 2828
  • 13. Common carrier characteristics 29 Summary • CONSER RDA core elements • RDA records identified by coding • Familiar concepts, new terminology in RDA • Some manifestation elements are transcribed • Other manifestation elements can be recorded with some adjustment • There are many exceptions to transcription instructions for serials (variable data) 30
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  • 15. CONSER RDA Bridge – Quiz 1     1. The CONSER RDA core element set is     a) In line with RDA Core elements with some exceptions, and    b) Equal to the PCC Core elements for continuing resources      __ True    __ False    2. Instructions in the CONSER RDA documents should be used in conjunction with the (Check all  that apply)    __ a) Hybrid Record Guidelines    __ b) Relationship Designator Guidelines    __ c) PCC RDA Provider‐Neutral guidelines when describing online resources    3. The CONSER RDA core record (Check all that apply)    __ a) Is a "floor" description of a resource that can be built upon in a shared environment    __ b) I Allows the use of any data in a bibliographic description representing more  extensive cataloging treatment    __ c) Requires Authority records in the Library of Congress/NACO and Subject Authority  Files for all controlled access points       4. Which of the following will you find in RDA records?    __ 040 $e rda    __ Leader/18: value “i”    __ 264 fields      __ 33X fields    __ Full forms of found information    __ All of the above 
  • 16. 5. Which of the following RDAlike elements are allowed in pre‐RDA records?    __ 040 $e rda    __ Leader/18: value “i”    __ 264 fields    __ 33X fields    __ Full forms of found information    __ All of the above      6. Which of the following statement(s) is/are true?    __ Transcribed data follows RDA 1.7.1 and the ICP principle of representation    __ PCC practice encourages the use of RDA Appendix A for capitalization    __ For serials, RDA includes exceptions to exact transcription for variable data in the title    __ All of the above    7. For each category, mark whether the data is transcribed or recorded      Category  Transcribed    Recorded    Title proper and parallel title        Mode of issuance        Identifier of the manifestation (e.g., ISSN)        Numbering data           Place and name of publisher, distributor, or  manufacturer        Frequency        Notes about elements or about change over time         
  • 17. 2: Getting started • Is this a serial? – Mode of issuance • Which issue should I use? – Basis for identification of the resource • What sources within this issue? – Preferred sources of information 1 OCLC guidelines • OCLC policy statement on RDA cataloging in WorldCat: http://www.oclc.org/en-US/rda/new-policy.html (3/31/13- ) • AACR2 records may be converted to RDA • Never convert an RDA record to an AACR2 record • Okay to add some RDA elements to AACR2 records 2 PCC guidelines • Enhancing & Editing RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Serial- RDA.doc • PCC Guidelines for Enhancing & Editing non- RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid- Guidelines-Serials-Post-Impl.docx • Enhancing & Editing RDA Integrating Resource Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/IR-RDA.doc • Guidelines for creating a hybrid record from a pre-RDA record for Integrating Resources http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid- Guidelines-IRs-Post-Impl.docx 3
  • 18. Is it a serial? • RDA 2.13 (also: LC/PCC PS for RDA 0.0) • Same definition as in AACR2 – Successive parts – Usually bears numbering – No predetermined conclusion • Do not assume “once a serial always a serial” 4 Serial in print format International Directory of Primatology 1st ed Wisconsin Primate Research Center Madison, Wis. 5 Database in online format Primate info net Wisconsin Regional Primate Research Center International Directory of Primatology About IDP Search IDP Create or revise an entry Table of Contents Organizations Field studies Part of… 6
  • 19. 777 Basis for identification of the resource • If issues or parts are sequentially numbered, use the lowest numbered issue or part available • If issues are unnumbered or not sequentially numbered, use the issue or part with the earliest date of issue • CONSER will continue to use the phrase “Description based on” 888 Preferred source: one or more pages, leaves, etc.; or images (2.2.2.2) • Title page • If there is none, use the first of the following (or images of them) that bears a title: – Cover – Caption – Masthead – Colophon • If none of these have a title, use another source within the resource, giving preference to sources where information is formally presented Preferred source – other resources (2.2.2.4) • Permanently affixed label (e.g., label on a CD) or: • “Embedded metadata in textual form that contains a title” (e.g., metadata embedded in an MP3 audio file) • Failing these: Prefer sources that formally present the data 9
  • 20. Source of Description (2.20.2.3) Always provide: –588 description based on note –Source of title with 588 combined with description based on note –588 Latest issue consulted note 10 Source of Description (2.20.2.3) 588 ## $a Description based on: Volume 1, Number 4 (April 2008); title from masthead. 588 ## $a Latest issue consulted: Volume 2, Number 3 (March 2009). *** 588 ## $a Description based on: June 2012; title from PDF title page (publisher’s Web site, viewed September 12, 2012). 588 ## $a Description based on: Volume 10, Number 11, published 2013. 11 Retrospective cataloging (2.2.2) “Serial Retrospective Exception” LC-PCC PS 2.2.2 – Use stable title, even if from a less-preferred source –Consider that a serial lacks title page if the title page is added to or dropped from issues 12
  • 21. Summary • RDA decision-making process same as AACR2: – Determine that the resource is a serial – Use first or earliest available issue – Prefer sources of information as instructed • Provide information about your cataloging: – Issue used – Source of title – Latest issue consulted – Provider and date viewed (for online serials) 13
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  • 23. CONSER RDA Bridge – Quiz 2     1. Catalogers may set a preference in the Connexion client (version 2.40) for    a) RDA Bibliographic and authority workforms, and  b) IP authentication to link to the RDA Toolkit    __ True  __ False    2. Beginning March 31, 2013, OCLC policy    __ Allows catalogers to spell out non‐transcribed abbreviations   __ Allows catalogers to remove general material designators (GMDs)  __ All of the above  __ None of the above     3. When re‐cataloging to RDA, catalogers    __ Do this only with "piece in hand" (or surrogate) in order that all necessary information  will be available  __ The entire record must be examined and adjusted as needed before re‐coding the record  as RDA  __ Both of the above    4. Using appropriate CSR guidelines and with either piece in hand or surrogate, CONSER  catalogers     __ May convert AACR2 records for serials to RDA  __ May convert RDA records to AACR2   __ All of the above  __ None of the above    5. It is okay to add some RDA elements to AACR2 records (without converting the records to RDA)    __ True  __ False    6. Always provide:  o 588 description based on note  o Source of title with combined with 588 description based on note  o 588 Latest issue consulted note    __ True  __ False 
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  • 25. 3: Identifying manifestations • 3a: Identifying manifestations • 3b. Describing carriers, numbering, etc. • 3c: Special cases 1 3a: Identifying manifestations (pt. 1) • Identifiers: ISSN • Title statement: Title proper, parallel title, other title information, variant title • Statement of responsibility • Edition statement • Publication statement 6 ISSN (2.15) • Core for RDA • Recorded element • Record as found • Take from any source • No change in practice for recording 7 022 ## $a 2165-476X $y 1096-1844
  • 26. Title proper (2.3, 2.3.2) • Transcribe in field 245 $a $n $p • Follow RDA 1.7.1 and LC-PCC PS – Capitalization: “encouraged” to follow Appendix A, may “take what you see” • Include initial articles 8 Title proper (2.3.1.4) • Omit date, name, number that varies: 245 00 $a Supply estimates for the year ending … Source of information reads: Supply estimates for the year ending 1997 245 10 $a ... end of session report. Source of information reads: 2005/06 end of session report 245 18 $a The ... annual report to the Governor Source of information reads: The 2001 annual report to the Governor 9 Title proper (2.3.1.4) • Correct obvious typographical errors 245 00 $a Housing starts Source of information reads: Housing sarts • Title includes earlier title, etc. 245 00 $a International gas report Source of information reads: International gas report, including World gas report 10
  • 27. Title proper (2.3.1.5) Titles that consist solely of corporate bodies, etc. • Transcribe the name as title 245 10 $a Conference on Tax Planning for 501(c)(3) Organizations. • Supply a note rather than providing bracketed other title information in 245 500 ## $a Proceedings of the conference. Not 245 10 $a Conference on Tax Planning for 501(c)(3) Organizations : $b [proceedings] 11 Title proper (2.3.1.6) • Omit introductory words: “Disney presents …” • May transcribe the form with introductory wording in 246 as a variant title 245 00 $a Joy of kosher with Jamie Geller. 246 1 $i At head of title: $a Hamodia Presents 12 Title proper (2.3.2.5) Acronym/initialism vs. full form • Select full form if both appear on the preferred source: 245 00 $a Linguistics and language behavior abstracts 246 1# $a LLBA 13
  • 28. Title proper (2.3.2.10) Devised title (e.g., minutes of meetings) • No brackets 245 00 $a Education reports • Explain in a note that the title was devised 500 ## $a Title devised by cataloger. 14 Parallel titles (2.3.3.2) • Parallel title proper: The title proper in another language and/or script. • Parallel titles can come from any source within resource. 245 00 $a Shi chao 246 11 $a Poetry waves 1515 Parallel titles (2.3.3.2) Recording parallel titles from later issues: 245 00 $a Artmap. 246 1# $i Issues for 2012- also have Arabic title: $a ‫اﻟﻔﻦ‬ ‫ﺧﺮﻳﻄﺔ‬ 246 1# $i Issues for 2012- also have Arabic title: $a Kharīṭat al-fann
  • 29. Variant titles (2.3.6) 245 00 $a Toxic release inventory 246 1# $i Also known as: $a TRI CD-ROM 246 1# $i Issues for 1987/1993- have title: $a Toxics release inventory 245 00 $a Energy & climate report. 246 1# $a Energy and climate report Other title information (2.3.4) • Transcribe if it helps the user! – Clarify the title proper – Support the title proper • Must come from the same source as title proper (if included) 245 00 $a Moral cents : $b the journal of ethics and finance. 18 Statement of responsibility • Provide if important for identification of the serial • Provide if it helps document usage of the corporate body, person or family • Provide as part of authorized access point • Can record responsibility in 500 or 550 to set up pattern of usage 19
  • 30. Responsible bodies: 550 550 ## $a Issued by: United Nations Centre for Human Settlements (Habitat), 1987-2001; United Nations Human Settlements Programme, 2003- 710 2# $a United Nations Centre for Human Settlements, ǂe issuing body. 710 2# $a United Nations Human Settlements Programme, ǂe issuing body. Other ways to show responsibility Relationship designators, joint authors: • 110 2# $a Society of Linguists, $e author. • 710 2# $a Linguists International, $e author. 21 710 2# $3 <2013-> $a ACM Special Interest Group on Programming Languages, $e sponsoring body. Other ways to show responsibility
  • 31. Edition statement (2.5) Transcribe as it appears: If not abbreviated on resource: 250 ## $a Western Washington. 250 ## $a Industrial edition. 250 ## $a Red edition. If abbreviated on resource: 250 ## $a Professional ed. 250 ## $a Cons. 23 Publication statement (2.8) • Transcribe as it appears – Capitalization: encouraged to follow Appendix A or “take what you see” • Use 264 field in new records and for showing changes • Only the first place and first publisher are required • Date required if first or last issue in hand 24 264 field: Production, Publication, Distribution, Manufacture Statements and Copyright Notice Date • PCC guidelines for the 264 field http://www.loc.gov/aba/pcc/documents/264- Guidelines.doc • First indicator = Sequence of statements: blank #: Not applicable/No information provided/Earliest 2: Intervening 3: Current/latest • Second indicator = Function of entity: 0: Production; 1: Publication; 2: Distribution; 3: Manufacture Statements; and 4: Copyright notice date 25
  • 32. Place of publication (2.8.2) • Transcribe as it appears on resource • Transcribe larger jurisdictions if they appear on source as part of place name • Prefer to supply a place from any source rather than supplying: [Place of publication not identified] 264 #1 $a [Fairfax, Virginia] : $b Roy Rosenzweig Center for History and New Media, $c [2011?]- 26 Publisher name (2.8.4) • Transcribe as it appears on resource • Don’t omit hierarchies from publisher name • Prefer to supply a probable name rather than supplying: [Publisher not identified] 110 1# $a Monrovia (Calif.), $e author, $e issuing body. 245 10 $a Statement of financial transactions for the year ... 264 #1 $a Monrovia, California : $b [City of Monrovia] 27 Date of publication (2.8.6.5) • Record only if first or last issue is in hand • Supply an approximate publication date if no publication date is given on first or last issue • Omit a date of publication if the date cannot be approximated 264 #1 $a [Fairfax, Virginia] : $b Roy Rosenzweig Center for History and New Media, $c [2011?]- 28
  • 33. Copyright notice date (2.11) • RDA 2.11 and LC-PCC PS • 264 second indicator 4 • Not required for serials (LC-PCC PS 2.11) – Which © date would you supply for a serial? No instructions for serials, so not required to provide for serials 29 Summary • In describing manifestations, many steps are familiar • Watch for subtle differences: – Omissions from beginning / end of title – Corporate name titles (with note describing type of resource formerly bracketed as other title information) 30
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  • 35. 3a-ex1: ISSN, Title Statement, Statement of Responsibility & Publisher Statement For each situation, mark with a “C” the entry or entries that reflects CONSER RDA practice. 1. ISSN appears on back cover of issue as: 2326-0301; ISSN portal shows ISSN for print serial as 2326-0300 ___ 022 _ _ $a 2326-0301 ___ 022 _ _ $a 2326-0300 ___ 022 _ _ $a 2326-0300 $y 2326-0301 ___ any of these options is valid 2. Title on preferred source is: 2009 ANNUAL REPORT ___ 245 10 $a … annual report. ___ 245 14 $a … annual report. ___ 245 10 $a Annual report. ___ 245 14 $a … ANNUAL REPORT. 3. Web site has: ___ 245 10 $a Oregon Genealogical Society. ___ 245 10 $a [Home page of the Oregon Genealogical Society]. ___ 245 10 $a Oregon Genealogical Society : $b [Web site]. ___ none of the above is appropriate under RDA
  • 36.       4. Publisher statements:    ___264 #1 $a [Arlington, VA, etc. : $b American Association of School Administrators], $c 1943‐    ___ 264 #1 $a [Place of publication not identified] : $a Pennsylvania Department of Internal Affairs     ___ 264 #1 $a [Washington, D.C.?] : $b Library of Congress Photoduplication Service, $c 1981‐    ___ 264 #1 $a Mt. Laurel, N.J. : $b Tom Helvig, $c 2002‐            BONUS QUESTION: How would you code the publisher statement for Archaeometry?     Journal called Archaeometry lacks title page.    On cover: Published by Wiley‐Blackwell for University of Oxford in association with Gesellschaft für  Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological Sciences and  Associazione Italiana di Archeometria.   On page 3 of cover: Archaeometry is published by Blackwell Publishing Ltd, 9600 Garsington Road, Oxford,  OX4 2DQ, UK. Blackwell Publishing Ltd was acquired by John Wiley & Sons in February 2007.   On back cover: Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b : Published by Wiley‐Blackwell for University of Oxford in association with  Gesellschaft für Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological  Sciences and Associazione Italiana di Archeometria.    ___ 264 #1 $a Oxford, UK : $b Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd  264 #3 $a Singapore : $b Ho Printing Pte Ltd.   
  • 37. 3b. Identifying manifestations (pt. 2) • Extent • Content type • Media type • Carrier type • Frequency • Numbering 31 3b. Extent (3.4.1.10) • The number and type of units and/or subunits making up a resource (MARC 300 subfield $a) • Give complete and full extent for ceased serial if known (RDA and LC-PCC PS 3.4.1.10) • If the actual number is not known for a ceased serial, give at least the term “volumes” or other appropriate carrier type 32 Extent • RDA Core: Provide carrier term for ceased serials in all formats. May enter carrier term alone. E.g.: 300 ## $a volumes 300 ## $a 1 online resource
  • 38. Extent • CONSER practice: Always provide carrier term for tangible, live non-print serials • Live serials in other formats – Can optionally provide carrier terms such as “volumes” even if not ceased Example: Extent 35 Replacement of GMD • RDA has no provision for General Material Designation (GMD) • RDA introduces instead – Content type (6.9) – Media type (3.2) – Carrier type (3.3)
  • 39. MARC 336, 337, and 338 • Content type = 336 • Media type = 337 • Carrier type = 338 • Subfields: $a term $b code $2 source • May repeat 33X field or repeat subfield $a within a single 33X field Content type • The fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived. (RDA 6.9.1) • Content type RDA 6.9.1.3, Table 6.1 – cartographic image, computer dataset, notated music, performed music, sounds, text, three-dimensional moving image – If none apply, use “other”; if not certain, use “unspecified” Content type • RDA core element for expression • MARC 21 field 336 Example: 336 ## $a text $b txt $2 rdacontent
  • 40. Media type • The general type of intermediation device required to view, play, run, etc., the content of a resource. (RDA 3.2.1.1) • Media type RDA 3.2.1.3, Table 3.1 – Audio, computer, microform, microscopic, projected, stereographic, unmediated, video; – If none apply, use “other”; if not certain, use “unspecified” Media type • RDA core element for manifestation • MARC 21 field 337 Example: 337 ## $a unmediated $b n $2 rdamedia Carrier type • The format of the storage medium and housing of a carrier in combination with the type of intermediation device required to view, play, run, etc., the content of a resource. (RDA 3.3.1.1) • Carrier type RDA 3.3.1.3 – Specific terms for audio, computer, microform, carriers, etc. carriers – If none apply, use “other”; if not certain, use “unspecified
  • 41. Carrier type • RDA core element for manifestation • MARC 21 field 338 Example: 338 ## $a volume $b nc $2 rdacarrier Carrier type terms 44 Example: print 45
  • 43. Frequency (2.1.4) • Not RDA core – RDA 2.14 and 2.20.12.4 • Current frequency required for CONSER • Former frequency: not required, when creating an original record 49 Numbering (1.7, 1.8, 2.6) • RDA 1.7: Transcription • RDA 1.8: Record numbers expressed as numerals and words (numeric and chronological) • RDA 2.6: Basic instructions on recording numbering – Sources – Specific situations • Recorded in 362 1 note field 50 Numbering: sources (2.6.1.2) • Prefer source on the first/last issue that bears the title proper • Another source within the first/last issue • Other sources specified under 2.2.4. – Accompanying material – Container – Published description – Other available source 51
  • 44. Numbering: sources • RDA does not address: – Preferring a source with the most complete numbering: CCM 8.3, Prefer a source: – With the most complete presentation – With numbering that appears prominently or is stated formally Numbering: sources • RDA does not address: – Piecing together numbering from different sources CCM 8.3: – Numeric and chronological designations may be taken from different sources – Numeric designation may be pieced together only when clear that is the intention Numbering: sources • Provide designation of first and/or last issue • Transcribe elements as found – Capitalization: follow Appendix A or “take what you see” 54
  • 45. Numbering • Substitute numerals for numbers expressed as words • Inclusive dates and other inclusive numbers: Source: 1967–72 Record: 1967–1972 • Ordinal numbers from English source: 1st, 2nd, 3rd, 4th… (RDA 1.8.5) 55 Numbering • Substitute hyphen with slash for clarity – Source: 2008-2009 – Record: 2008/2009 • Number that is a division of a year – Source: 1-97 – Record 97-1 5656 Numbering • For preliminary or trial issues of serials, "volume 0," etc., see LC-PCC PS for 2.1.2.3 • First issue lacks numbering, but later issues have numbering? [Part 1] Subsequent issues numbered: Part 2, Part 3, etc. 57
  • 46. Summary • Remember when to transcribe and when you can record with alteration to data • Several fields developed for RDA – 336 = content – 337 = media – 338 = carrier • Use the most complete numbering that appears on source 58
  • 47. Session 3b: Quiz: Extent, Frequency, and Numbering Write “T” (True) or “F” (False) next to each statement. 1. ___ Extent is core in RDA for a serial only if the serial is ceased. However, CONSER practice is still to provide extent for tangible non-print serials. 2. ___ Dimensions of carriers such as CD-ROMs must be given in centimeters under RDA. 3. ___ Content type is a controlled, closed vocabulary. Examples include text, computer dataset, still image. 4. ___ Frequency is a controlled, closed vocabulary. Examples include annual, monthly, bimonthly, and quarterly. 5. ___ For numbering data, RDA gives no guidance on preferring a source with the most complete information. 6. ___ For dates that are ranges of years, give the full date regardless of how the date appears. For example, if the coverage date range appears as 2008-9, record 2008/2009. 7. ___ For numbering consisting of year and part of a year, give the year and then the part. For example, a quarterly publication with numbering 3-2012 would be recorded as 2012-3.
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  • 49. Session 3a & b: Manifestation Cover: Bells and Bellringing Quarterly Journal Devoted to Their History Price 3/- VOLUME I, NUMBER 1 May, 1966 Masthead: Editor & Publisher: John Hilton Publishing Company Ltd. Editorial & Publishing Office: 19, Lonewood Way, Hadlow, Tonbridge, Kent Session 3a: 1. Select the preferred source. 2. Transcribe the preferred title. 3. Enter an authorized access point for creator, if any. 4. Transcribe any parallel titles or variant titles thought useful. 5. Record notes regarding basis for identification and source of title (description based on, source of title; latest issue consulted). Session 3b:Complete the workform used in the exercise for Session 3a by adding the following data: 1. Transcribe publishing, distribution, manufacture, copyright statements as needed. 2. Record frequency. 3. Transcribe numbering, if appropriate. 4. Additional notes thought appropriate. 5. Other data elements thought appropriate. BAB vol. I no. 1 May 1966
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  • 51. Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
  • 52. Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
  • 53. Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
  • 54. Type a ELvl __ Srce c GPub __ Ctrl ___ Lang __ __ __ BLvl s Form __ Conf __ Freq __ MRec ___ Ctry __ __ __ S/L 0 Orig __ EntW __ Regl __ Alph ___ Desc __ SrTp __ Cont __ __ __ DtSt __ Dates __ __ __ __, __ __ __ __ 010 # # $a 2013 040 # # $a XYZ $b eng $e __ $c XYZ 041 0 # $a 042 # # $a pcc 043 # # $a 022 # # $a 1_ _ _ _ $a 245 _ _ $a 246 _ _ $a 250 # # $a 264 _ _ $a 264 _ _ $a 300 # # $a 310 # # $a 336 # # $a text $b txt $2 rdacontent $a text $b txt $2 rdacontent 337 # # $a unmediated $b n $2 rdamedia $a computer $b c $2 rdamedia 338 # # $a volume $b nc $2 rdacarrier $a online resource $b cr $2 rdacarrier 362 1 # $a Began with 550 # # $a 588 # # $a Description based on: ; title from 588 # # $a Latest issue consulted: 7_ _ _ # $a 7_ _ 0 _ $a $t 856 4 _ $u
  • 55. Session 3c: Special cases • Microform reproductions • Facsimile print reproductions • Provider-neutral record 59 Reproductions • Follow RDA instructions (1.11) • Describe the reproduction • Include information about the original in a linking entry field (27.1) • Some information from original in fixed fields – Leader/07: “s” – 008/06 (Type of Date) – 008/07-14 (Dates) • “Facsimiles and Reproductions” 60 Example: Microform FF: 008/23(Form): a 008/15-17(Ctry): miu 008/07-14 (Dates): 1934, 9999 245 00 $a Downbeat. 264 #1 $a Ann Arbor, MI : $b NA Publishing, Inc., $c [2005]- 300 ## $a microfilm reels ; $c 35 mm 336 ## $a text $b txt $2 rdacontent 337 ## $a microform $b h $2 rdamedia 338 ## $a microfilm reel $b hd $2 rdacarrier 362 1# $a Began with reel 1 (1934). 776 08 $i Reproduction of (manifestation): $t Downbeat. $d Elmhurst, IL : Maher Publications, 1934- $h volumes ; 29-44 cm $w (DLC) 63004684 $w (OCoLC)2260489 61
  • 56. Example: Facsimile Print FF: 008/23(Form): r 008/15-17(Ctry): iq 008/07- 14 (Dates): 1957,1963 130 0# $a Hîwa (Baghdad, Iraq) 245 10 $a Rojnamewanîy Kurdî. $p Govarî hîwa, 1957-1963. 246 1# $a Govarî hîwa, 1957-1963 264 #1 $a Hewlêr : $b Dezgay Çap u Biławkirdinewey Aras, $c 2010. 300 ## $a 5 volumes : $b illustrations ; $c 24 cm 362 1# $a Began with bergî 1; ceased with bergî 5. 775 08 $i Reproduction of (manifestation): $t Hîwa (Baghdad, Iraq). $m Sałî 1, jimare 1 (Temûz 1957)-Sałî 6, jimare 38 (Şûbatî 1963). $d Beẍdad : Çapxaney Temedun, [1957-1963]. $n Issue for Adarî 1961 called also jimare taybetî (new ruz) 62 Provider-neutral online serial • Follow the PCC Provider-Neutral Guidelines: http://www.loc.gov/aba/pcc/scs/documents/PCC- PN-guidelines.html • Consult CONSER Cataloging Manual module 31 for assistance with cataloging complexities • Watch for implementation of new code: 040 ## … $e pn 63 Example: online serial (P-N) 64
  • 57. Summary Microform reproductions • Follow RDA instructions (1.11) • Describe the reproduction Provider-neutral record • Follow the PCC Provider-Neutral Guidelines • Consult CONSER Cataloging Manual module 31 • Watch for implementation of new code: 040 ## … $e pn 65
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  • 59. Session 3: Special Cases—Quiz For each situation, mark the choice that describes current CONSER practice as “C” 1. The Budapest sun is a weekly newspaper that has been published in Budapest, Hungary since 1992. However, the library does not receive the newspaper in newsprint. Instead, each year, the library receives reels for the previous year of The Budapest sun published in Ann Arbor by Proquest. Each reel is numbered with a reel number and year. A cataloger is entering a record for the microform publication following the PCC guidelines for microform reproductions. Which of these statements is appropriate for the RDA record?: __ 245 04 $a The Budapest sun. __ 245 04 $a The Budapest sun $h [microform] __ 264 #1 $a Ann Arbor, Michigan : $b Proquest __ 264 #1 $a Budapest, Hungary : $b [s.n.] __ 300 ## $b illustrations ; $c 46 cm __ 310 ## $a Weekly __ 362 1# $a Began with reel 1 (1992). __ 580 ## $a Originally published weekly: Budapest, Hungary : [s.n.] __ 533 ## $a Microfilm. $b Ann Arbor : $c Proquest. $e microfilm reels ; 35 mm __ 776 08 $i Reproduction of (manifestation): $t Budapest sun 2. Journal of Spanish cultural studies is published in print three times a year by Taylor & Francis Ltd. The library has a subscription to the online version, in part through Taylor & Francis Online and in part through EBSCO’s Academic Search Complete. A cataloger is entering a record for the online journal following the PCC guidelines for provider neutral serials. Which of these statements is appropriate for the RDA record?: __ 245 00 $a Journal of Spanish cultural studies. __ 245 00 $a Journal of Spanish cultural studies $h [electronic resource] __ 264 #1 $a [Various places] : $b Taylor & Francis Online : $b EBSCO __ 264 #1 $a [Abingdon, Oxford] : $b Taylor & Francis Ltd __ 300 ## $a 1 online resource __ no 300 field
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  • 63.
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  • 65. OCLC 808840698 Held by CLU/LHR - no other holdings   Rec statRec statRec statRec stat n           EnteredEnteredEnteredEntered 20120831           ReplacedReplacedReplacedReplaced 20120831           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce c           GPubGPubGPubGPub           CtrlCtrlCtrlCtrl           LangLangLangLang kur BLvlBLvlBLvlBLvl s           FormFormFormForm r           ConfConfConfConf 0           FreqFreqFreqFreq ∎           MRecMRecMRecMRec o           CtryCtryCtryCtry iq S/LS/LS/LS/L 0           OrigOrigOrigOrig           EntWEntWEntWEntW           ReglReglReglRegl ∎           AlphAlphAlphAlph     DescDescDescDesc i           SrTpSrTpSrTpSrTp p           ContContContCont           DtStDtStDtStDtSt d           DatesDatesDatesDates 1957  ,  ,  ,  ,  1963    010        2012222543   040        CLU  ǂb  eng  ǂe  rda  ǂc  CLU   042        pcc   043        a-iq---   050  1  4  DS70.8.K8  ǂb  H58   090        ǂb     049        CLUM   130  0     Hîwa (Baghdad, Iraq)   245  1  0  Rojnamewanîy Kurdî.  ǂp  Govarî hîwa, 1957-1963 /  ǂc  lêkolînewey u amadekirdin, Hîmdadî Ḧusên.   246  1     Govarî hîwa, 1957-1963   250        Çapî 1.   264     1  Hewlêr :  ǂb  Dezgay Çap u Biławkirdinewey Aras,  ǂc  2010.   300        5 volumes :  ǂb  illustrations ;  ǂc  24 cm   336        text  ǂb  txt  ǂ2  rdacontent   337        unmediated  ǂb  n  ǂ2  rdamedia   338        volume  ǂb  nc  ǂ2  rdacarrier   362  1     Began with bergî 1; ceased with bergî 5.   546        In Sorani Kurdish  ǂb  (Arabic script).   588        Description based on: Bergî 1; title from title page.   588        Latest issue consulted: Bergî 5.   650     0  Kurds  ǂz  Iraq  ǂz  Kurdistān  ǂx  Intellectual life  ǂv  Periodicals.   650     0  Kurdish literature  ǂv  Periodicals.   700  1     Ḧusên, Hîmdadî,  ǂd  1964-   775  0  8  ǂi  Reproduction of (manifestation):  ǂt  Hîwa (Baghdad, Iraq).  ǂm  Sałî 1, jimare 1 (Temûz 1957)-Sałî 6, jimare 38 (Şûbatî 1963).  ǂd  Beẍdad : Çapxaney Temedun, [1957-1963].  ǂn  Issue for Adarî 1961 called also jimare taybetî (new ruz).  Delete Holdings-  Export-   Label-   Produce-   Submit-   Replace-   Report Error-  Update Holdings-  Validate-    My Status- vbross  Workflow-In Process  Page 1 of 1OCLC Connexion 9/4/2012about:blank
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  • 67. TheDarkComedyReview The Fantasy Economy issue no. 1, Summer 2010 Editors Neel Krishnan Andras Pokorny Associate Editors Julie Tibbott Alex Padalka Olivia Ciacci Cover Layout Shannon Lin Gregory Stefano Submission criteria for future editions of the Dark Comedy Review and our online companion The Basement Archive can be found at www.darkcomedyhour.com/review. please direct all manuscripts to journal@darkcomedyhour.com Back Cover Joanna Tu Layout Alejandra Chirinos
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  • 69. Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 589134094 No holdings in CLU - no other holdings Save File 145  Rec stat c Entered 20100331 Replaced 20120605 Type a ELvl 7 Srce GPub Ctrl Lang eng BLvl s Form o Conf 0 Freq f MRec Ctry nyu S/L 0 Orig o EntW Regl r Alph a Desc i SrTp p Cont DtSt c Dates 2010  ,  9999 006 m        d         007 c  ǂb  r  010 2010201930  040 DLC  ǂb  eng  ǂe  rda  ǂc  DLC  ǂd  DLC  022 0 2154-2155  ǂ2  1  042 pcc  ǂa  nsdp  090 ǂb    222 4 The Dark comedy review  ǂb  (Online)  245 0 4 The Dark comedy review.  264 1 New York, NY :  ǂb  Dark Comedy Productions, LLC,  ǂc  2010- 300 1 online resource  310 Semiannual  336 text  ǂb  txt  ǂ2  rdacontent  337 computer  ǂb  c  ǂ2  rdamedia  338 online resource  ǂb  cr  ǂ2  rdacarrier  362 1 Began with: Issue no. 1 (Summer 2010).  588 Description based on: Issue no. 1 (Summer 2010); title from pdf cover (Dark Comedy Hour website, viewed June 05, 2012).  588 Latest issue consulted: Issue no. 1 (Summer 2010) (viewed June 05, 2012).  776 0 8 ǂi  Print version:  ǂt  Dark comedy review  ǂx  2154-2147  ǂw  (DLC) 2010201932  856 4 0 ǂu  http://www.darkcomedyhour.com/review Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate- Source-OCLC  My Status-vbross Workflow-In Process  Page 1 of 1OCLC Connexion 3/5/2013about:blank
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  • 71. 4: Identifying works and expressions • Authorized access points representing works • Making additions to authorized access points • Authorized access points representing expressions 1 222 Authorized access point for a work • RDA 5.5 – 2 parts: • Creator of the work • Preferred title for the work • Does not include relationship designators Authorized access point for a work • A work does not necessarily have a “creator” 3
  • 72. Identifying and constructing the authorized access point for a work • RDA 6.27.1.2 - 6.27.1.8 – Preferred title of the work (6.2.1 - 6.2.2) – Creator • Determine if there is a creator (19.2.1.1) • Construct authorized access point (9.19.1 for persons), (10.10.1 for families), (11.13.1 for corporate bodies) 4 Exercise Preferred source of information: • Title: Annual Report • Created by: Mohamed bin Zayed Species Conservation Fund - Hint: the resource describes the internal policies and finances of the corporate body. - Also, assume no conflict. 5 Show Your Work • What is the preferred title (6.2.1-6.2.2)? • “Created by one person, family, or corporate body” (6.27.1.2) • Does it fulfill any of the criteria listed in 19.2.1.1.1? • If so, what is the authorized access point for the creator (11.13.1)? 6
  • 73. Solution Authorized access point: • Mohamed bin Zayed Species Conservation Fund. Annual report. 7 Additions to the authorized access point for a work • LC-PCC PS 6.27.1.9 – Consider authorized access point conflicts among all resources, not just serials • Authorized access points are identical: addition is required • Authorized access points are similar: cataloger’s judgment 8 Identical authorized access point 9
  • 74. Similar authorized access point Serial in hand: 245 00 $a Hogs and cows today. Serial in catalog: 245 00 $a Hogs & cows today. 10 Result: 130 0# $a Hogs and cows today (Fresno, Calif.) 245 10 $a Hogs and cows today Additions to authorized access points 11 Additions to authorized access points 1212
  • 75. Additions to authorized access points 13 Additions to authorized access points 14 Authorized access point for an expression • LC-PCC PS 6.27.3 – Music resources (6.28.3) – Sacred scriptures (6.30.3) – Translations (described in the LC-PCC PS) – Language editions (described in the LC- PCC PS) 15
  • 76. Authorized access point for an expression 130 0# $a Duaḥ ha-inflatsyah. $l English. 245 10 $a Inflation report / $c Bank of Israel. 775 08 $i Hebrew version: $t Duaḥ ha- inflatsyah $w (DLC) 00207719 $w (OCoLC)45203459 16 Summary • Authorized access point for a work: – Authorized access point for creator – Preferred title of work • Additions to authorized access point for a work – Add parenthetically to authorized access point • Authorized access point for an expression – Added to authorized access point for the work 17
  • 77. CONSER Bridge – Quiz 4    Work: For each of the situations below, answer the following questions  1. Is there a personal (6.27.1.2) or corporate body creator (19.2.1.1)? What?  2. What is the preferred title? Are additional elements needed to differentiate the preferred title?  3. What is that work authorized access point?    CASE #1: Annual report    Creator?   ___________________________________________    Preferred title? Additional element needed?   ________________________________________    Work authorized access point?     ___________________________________________        CISANET Annual Report    2005        Civil Society Agriculture Network  (CISANET)  P.O. Box 203  Lilongwe, MALAWI  Website: www.cisanet.org          CASE #2: Journal      FINANCE & DEVELOPMENT    A QUARTERLY PUBLICATION OF THE  INTERNATIONAL MONETARY FUND  December 2012                Volume 49 * Number 4               ISSN 0015‐1947      English edition  Creator?   ___________________________________________    Preferred title? Additional element needed?  ___________________________________________    Work authorized access point?   ___________________________________________    Note that this publication is not about the IMF  Note that the catalog already has a record for a monograph  entered under title Finance & development, published by the  World Bank    CASE #3: Web site        Creator?   _______________________________________    Preferred title? Additional element needed?     _______________________________________    Work authorized access point?     _______________________________________  About us     Events    Our Photos 
  • 78.   Expressions      CASE #4. More FINANCE & DEVELOPMENT    After creating a record for Finance & Development (Case #2), you find out that the publication is also issued in  Arabic, Chinese, French, Russian, and Spanish.    You receive an issue of the Spanish‐language journal from the International Monetary Fund. The title on the  cover is:                               What additional element would you suggest to  distinguish this expression?    _______________________________________    What is the expression authorized access point?    _______________________________________                FINANZAS Y DESARROLLO    PUBLICACIÓN TRIMESTRAL DEL FONDO  MONETARIO INTERNACIONAL Y DEL  BANCO MUNDIAL      ISSN 0250‐7447           
  • 79. 5: Related works, expressions, manifestations • Relationship Designators in MARC 21 • Citing linking relationships in MARC 21 • Common serial relationships 1 Relationship Designators in MARC bibliographic records RDA Appendix MARC I $e of 100-110 and 700-710 I $j of 111 and 711 J $i of 700-730 J $i of 76X-78X linking entry fields 2 Relationship Designators in MARC bibliographic records MARC Coding Meaning 780 00 “Continues” 785 00 “Continued by” 264 2nd indicator Function of entity 3
  • 80. PCC Guidelines for the Application of Relationship Designators • RD in Bibliographic Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Relat- Desig-Guidelines.docx • Include a relationship designator for all creators 4 CONSER Practice for Relationship Designators in linking entry fields • 780 00 • 785 00 • 776 08 $i Online version: • 775 08 $i English edition: 5 In MARC 700-730 fields • Give the form represented by NAR if RDA • If there is no NAR, give the RDA form • (follow DCM Z1 guidelines about when to make a NAR) 6
  • 81. Editing Tips for linking entry fields 76X-78X • In OCLC, use “insert from cited record” • If pasting 1XX/24X text, remove subfield coding within: – $a [author] – $t [title] 7 Common serial relationships • Related serial works: – Supplement – whole/part – Earlier, later title • Expressions – Language expressions • Manifestations – Other formats – Change in mode of issuance – Reproductions 8 99 Related works 772 0# $t Leadership (Cape Town, South Africa) 780 00 $t Australian & New Zealand apparel 785 00 $t Morren Galleries journal 787 08 $i Preliminary report issued as: $t English housing survey. Headline report 787 08 $i Complemented by (work): $t English housing survey. Household report
  • 82. 1010 Related expressions and manifestations 775 08 $i English edition: $t Azerbaijan focus 776 08 $i Print version: $t Proceedings of the … Western Dairy Management Conference 776 08 $i Online version: $t Bone bouquet 776 08 $i Continued by online database: $t Antarctic bibliography $w (OCoLC) 52065227 775 08 $i Reproduction of (manifestation): $t Hîwa (Baghdad, Iraq) Relationships in note fields • 525 (supplement) - use for supplements not input as separate records • 530 (additional physical form) - prefer 776 $i • 533 (reproduction) - use only for digital preservation project records with $5 11 Relationships in note fields • 534 (original version) - do not use in CONSER records • 550 (issuing body) - use to justify 7XX • 580 (linking entry complexity note) - use to express complex note in conjunction with 7XX 12
  • 83. Summary • Record relationships authorized access points, notes, & linking fields • Provide reciprocal relationship fields for serials • 700-730: – Use form from NAR – If no NAR, give RDA form • 760-787 fields: – Authorized access point of related record (minus subfield codes) – Appropriate designators (excluding 780, 785) 13 Summary • Include a relationship designator for all creators • Apply relationship designators in accordance with their definitions • PCC highly encourages including relationship designators for all access points whenever it is clear what the relationship is 14
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  • 85. CONSER RDA Bridge – Quiz 5     For each example, identify the type(s) of relationship.      1. 110 1# $a Monrovia (Calif.), $e author, $e issuing body.  245 10 $a Annual report    ___ creator associated with a work    ___ other person, family, or corporate body associated with a work    ___ other person, family, or corporate body associated with expression    ___ all of the above      2. 245 00 $a Getting started in Jewish genealogy.  700 1# $a Mokotoff, Gary, $e editor of compilation.    ___ creator associated with a work    ___ other person, family, or corporate body associated with a work    ___ other person, family, or corporate body associated with expression    ___ all of the above      3. 245 00 $a American journal of linguistics.  776 08 $i Online version: $t American journal of linguistics $x 2326‐0769 $w (DLC)  2013201733    ___ related work    ___ related expression    ___ related manifestation    ___ related item         
  • 87. Session 6 Working with Copy & When to Create a New Record 1 Change over Time • Using existing copy – What types of change can be accommodated? – How to edit? • RDA & AACR2/CSR records • Pre-AACR2 successive entry records • When to consider re-describing to RDA? • Creating a new record – When? – What level? 2 Manifestation: Types of change (1) • Carrier type (3.22.6) • Minor title changes (2.3.2.13.2) • Edition not changing scope of publication (2.5.1.6) • Publisher/distributor/manufacturer (2.8-2.11) – Publisher: Place (2.8.2.7) – Publisher: Name (2.8.4.8) 4
  • 88. Manifestation: Types of change (2) • Series (2.12.1.6) • Numbering (2.6.1) • Frequency (2.14.1.4) • Editors, issuing bodies, etc. (2.4.1.10) 5 Carrier types (3.22.6) • Minor changes: – Broadsheet to volume (Media type: unmediated) – Microfiche to microfilm (Media type: microform) – CD-ROM to DVD-ROM (Media type: computer) • New record required: – CD-ROM to online (Media type: computer) 6 Exercise: Carrier type The last CD-ROM issue was: 1997/2001. The first DVD-ROM issue was: 1998/2002. 7
  • 89. Exercise: Carrier type (2) 300 ## $a computer discs ; $c 4 3/4 in. 500 ## $a Issues for 1989/1992-1997/2001 on CD-ROM; issues for 1998/2002- on DVD-ROM. 8 Minor Title Changes & Variant Titles • Changes in title proper of serials: – RDA 2.3.2.12.2 • Major and minor changes – RDA 2.3.2.13 – LC-PCC PS general guidelines and LC-PCC PS for minor change categories • Title changes: no change in practice! 9 Minor title changes (2.3.2.13.2, 2.20.2) , parallel (2.3.3.5), and variant titles (2.20.2.4) Coding for CONSER core: – 245 00 $a Title – 246 1# $i Issues for … have title: $a [later title] – 246 1# $i Issues for … have English title: $a [later parallel title] – 246 1# $a [variant title] $f <Nov. 2011-> Example 245 00 $a Géologie de la France 246 1# $i Issues for 1988-1989 have title: $a Géol. Fr. 246 1# $i Issues for 1994-2000 have also English title: $a Geology of France and surrounding areas 246 1# $a GFSA $f <1995>-1999 10
  • 90. Edition statement (2.5.1.6, 2.20.4) Changes in edition statement: • No change in scope? → Record changes from later issues if important for identification • Example 250 ## $a Property & casualty insurance edition. 500 ## $a Issues for Dec. 29, 1986-Jan. 2, 1989 called Property & casualty/employee benefits edition; issues for Jan. 9, 1989 called Property & casualty/risk & benefits management edition. 11 Publisher change (2.8, 2.20.7) • Reminder: – Existing: • 260 # # (if 260 is present, leave tag as-is) OR 264 # 1 (for RDA record created after August 2011) • Add: $3 Coverage – New: • 264 2 1 (intermediate) 264 3 1 (most recent) • $3 Coverage [recorded] • $a Place : $b Publisher [transcribed] • $c Date (if ceased) [transcribed] 12 Exercise: Publisher After this record was created, the cataloger received some additional issues (though not a complete run). Here are some changes discovered: --By the “February 1990” issue, the place of publication moved to: Tonawanda, NY --By the “February 1991” issue, the place of publication moved to: Las Vegas, NV The Raving Lunatic Society remained the publisher throughout the life of the serial. The latest issue received was: Volume 7, issue #1 (May 15, 1993). Fixed field: 008/15-17 (Ctry): nyu 13
  • 91. Exercise: Publisher change (2) Fixed field: 008/15-17 (Ctry): nvu 14 Frequency change (2.14.1.4, 2.20.12) Coding: Recorded; CONSER practice: keep all – 310 ## $a Frequency, $b coverage [current] – 321 ## $a Frequency, $b coverage [oldest] – 321 ## $a Frequency, $b coverage [next] 15 Numbering (2.6.1, 2.20.5) • Coding: Partially transcribed • Reminder: If numbering starts over without series designation, supply [new series] • Options: – 362 1# $a If have first/last in range – 515 ## $a In all situations Example 1 362 1# $a Began with: No 7 (année judiciaire 1998/1999); ceased with no 13 (année judiciaire 2004/2005). -------------------------------- Example 2 362 1# $a Began with December 1971. 515 ## $a Issues for <May 2010-> called: <2nd series, volume 1, issue 5-> 16
  • 92. Issuing body (2.20.3.6.2) • CONSER practice: [introductory word(s)]: [information], [dates] Example 550 ## $a Issued by: Bureau of Vital Statistics, 1964–1977; by: Bureau of Vital Records, 1978– 17 Other considerations • CEG B4 • FF Dates: If most recent issue (or known issue) is older than 3 years: – 008/06 (Status): u – 008/11-14 (Date2): uuuu • Basis of identification: If have later issue than was previously been entered: 588 ## $a Latest issue consulted: … . 588 ## $a Latest issue consulted: … (publisher’s Web site, viewed …). 18 Expression-level change (7.29.2.3) • So far, ALL changes can be accommodated • Types of change common to serials: – Language – Script • Examples: 546 ## $a Volumes 1-3 in French, volumes 4-7 in German. 546 ## $a In Azerbaijani (Cyrillic), <1999->; (Latin), <2002-2003> 19
  • 93. Work-level change (Chapter 6) • Parallel language titles appearing on later issues (6.2.3.4) • Variant titles that differ significantly from the preferred title and might reasonably be sought (6.2.3.3) • Nature of the content (7.2.1.3) 20 Hybrid: Editing AACR2/CSR Records • Documentation: Post RDA Implementation Guidelines and Standards http://www.loc.gov/aba/pcc/ • May follow RDA conventions to maintain AACR2/CSR records • May add (or add to) 336-338 fields • Should create RDA NARs if additional name headings are needed (e.g., issuing body) • Many changes can be made without re-describing serial using RDA 21 Exercise: CSR record maintenance FF: LDR/18 (Desc) = a 008/18-19 (Freq/Regl) =q/x 008/15-17 (Ctry) = nju Issue : Volume 87, issue 4 2012 Philadelphia, PA * Taylor and Francis * Published 5 times a year What enhancements could/should be made to reflect this issue? 22
  • 94. Exercise: CSR record maintenance (2) FF: LDR/18 (Desc) = a 008/18-19 (Freq/Regl) =q/x 008/15-17 (Ctry) = pau 23 Editing pre-AACR2 records using RDA • Watch for: Partial title that needs to be reconsidered • Before editing: – Create DBO to reflect issue used for description if known, based on 362, 936, and any other data: – Remove 936 • Update the record, add 588 Latest issue consulted note 24 Exercise: Pre-AACR Maintenance Issue: Volume 35, Number 2, May 2012 Published: Baltimore, Maryland, USA * The Johns Hopkins University Press 25
  • 95. Exercise: Pre-AACR Maintenance 26 Pre-AACR Maintenance If not converting to RDA at a minimum: • Add 264 31 if needed for current publishing statement • Do not recode or change an existing 260 • Add additional fields from latest issue – e.g. 710’s 550 note to cite issues • Add 588 “Latest issue consulted note” Would you re-describe to RDA if …? • CSR CONSER Record: e-Level 8 (ISSN Pre-pub) Cataloger has first issue in hand. • Pre-AACR2 Record: – 110 2# $a Society of Archivists – 245 10 $a Journal of the Society of Archivists. 2011: Name of body changed to: Archives & Records Association. No change to title (oddly enough). • AACR2 CONSER Record based on: Vol. 8, no. 3 245 00 $a ME insights. Cataloger has volume 1, number 1 with title: Middle East insights. 28
  • 96. When do you need a new record? W Change to authorized access point representing work 6.1.3.2.1 Title proper ‐‐Major change to title proper ‐‐Major change to original title for language expression 6.1.3.2.2 Creator ‐‐Authorized access point for person, family, or corporate body  used in identifying the work ‐‐Change affecting name of person, family, or corporate body used  as an addition to authorized access point for the work 6.1.3.2 ‐‐Work under title changes to work under creator M Change to manifestation that cannot be accommodated in  description Mode of issuance 1.6.2.1 Media type of a serial 1.6.2.2 Edition affecting scope or coverage 1.6.2.5  29 New record? New work? Situation 245 00 $a Newsletter of the American Health Foundation Change: Newsletter of the Institute for Cancer Prevention 30 New record? New work? Situation: Loose-leaf publication 100 1# $a Dobbs, Marian F. 245 10 $a Determining child & spousal support Change: Serial publication 245 00 $a Determining child & spousal support 31
  • 97. New record? New work? Situation: 245 00 $a Hong Kong business directory. 300 ## $a CD-ROMs Change in 2007: Issued only on DVD-ROMs Change in 2009: Issued only online as pdf file Change in 2012: Issued online as a database 32 New record? New work? Situation: Spanish-language edition 130 0# $a Worldnet at a glance. $l Spanish. 245 10 $a Worldnet en un vistazo. ---------------------------------------------------------- Change: --New English-language title is: Worldnet --Spanish-language title is: Worldnet en un vistazo 33 RDA: Requiring a new description 34
  • 98. Summary • Change within: Manifestation, Expression, and Work-level change • Hybrid-Record techniques • Re-description to RDA • Change without: Work/Expression, Manifestation 35
  • 99. Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 31695314 Held by CLU/LHR - 368 other holdings; 4 other IRs Save File 180        Rec statRec statRec statRec stat c           EnteredEnteredEnteredEntered 19941214           ReplacedReplacedReplacedReplaced 20121217           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce d           GPubGPubGPubGPub f           CtrlCtrlCtrlCtrl           LangLangLangLang eng BLvlBLvlBLvlBLvl s           FormFormFormForm q           ConfConfConfConf 0           FreqFreqFreqFreq a           MRecMRecMRecMRec           CtryCtryCtryCtry dcu S/LS/LS/LS/L 0           OrigOrigOrigOrig q           EntWEntWEntWEntW s           ReglReglReglRegl r           AlphAlphAlphAlph     DescDescDescDesc i           SrTpSrTpSrTpSrTp           ContContContCont           DtStDtStDtStDtSt c           DatesDatesDatesDates 1992  ,  ,  ,  ,  9999    006        m        d          007        c  ǂb  o  ǂd  u  ǂe  g  ǂf  u   010        95645854   ǂz  sn 94028619    040        GPO  ǂb  eng  ǂe  rda  ǂc  GPO  ǂd  DLC  ǂd  MYG  ǂd  AGL  ǂd  EYM  ǂd  OCL  ǂd  GPO  ǂd  DLC  ǂd  IUL  ǂd  GPO  ǂd  DLC  ǂd  GPO  ǂd  SYS  ǂd  OCL  ǂd  OCLCQ  ǂd  GPO  ǂd  CUS  ǂd  GPO  ǂd  ORU   042        lc   043        n-us---   050  0  0  HF3000   070  0     HF3003.U7   072     0  X700   074        0154-D   074        0154-D-02   086  0     C 3.278/3:   086  0     C 3.278/3-2:   090        ǂb     245  0  0  U.S. exports history :  ǂb  historical summary ... : international harmonized system commodity classification (HS-based schedule B) by country, by customs district /  ǂc  Foreign Trade Division.   246  3     United States export history   246  3     US exports history   246  3  0  Exports history   264     1  Washington, DC :  ǂb  U.S. Dept. of Commerce, Bureau of the Census, Data User Services Division,  ǂc  1993-   300        CD-ROMs ;  ǂc  4 3/4 in.   310        Annual   336        text  ǂb  txt  ǂ2  rdacontent   337        computer  ǂb  c  ǂ2  rdamedia   338        computer disc  ǂb  cd  ǂ2  rdacarrier   362  1     Began with CDEX-1989/1992.   500        Title from disc label.   500        Subtitle varies.   515        Period of coverage varies.   515        Vol. CDEX-89-93, issued July 1994, also issued in corrected ed. Nov. 1994; v. CDEX-93-97, issued June 1998, also reissued in a corrected ed. July 1998; v. CDEX-94-98 reissued in a rev. ed. June 1999.   516        Written in ISO 9660 format.   516        Written in ASCII and/or dBASE format.   520        Provides U.S. export statistics, both government and nongovernment shipments, of domestic and foreign merchandise (including non-monetary gold and silver) from the U.S. Customs districts (the 50 Page 1 of 2OCLC Connexion 1/16/2013about:blank The last CD-ROM issue was: 1997/2001 The first DVD-ROM issue was: 1998/2002 -------------------------------------------------------- How would you edit this record to show that the carrier changed from CD-ROM to DVD-ROM? session 6-ex1: Carrier change
  • 100. states, District of Columbia, and Puerto Rico), U.S. foreign trade zones, and the U.S. Virgin Islands to foreign countries.   538        System requirements: IBM PC or compatible with MS-DOS 3.3 or higher and DOS file manager software (e.g., Microsoft CD-ROM Extensions 2.0 or higher) or other system with appropriate retrieval software for ISO 9660 CD-ROMs (software included on the disk will run only on an DOS PC); 640K RAM; CD-ROM drive.   550        Vols. for 1989/1992-1990/1994 issued by: U.S. Dept. of Commerce, Bureau of the Census, Data User Services Division; 1991/1995-1993/1997 by: the Bureau's Administrative and Customer Services Division; 1994/1998 by: U.S. Census Bureau; 1995/1999-1997/2001 by: U.S. Dept. of Commerce, Economics and Statistics Administration with U.S. Census Bureau.   650     0  Exports  ǂz  United States  ǂv  Statistics  ǂv  Periodicals.   710  1     United States.  ǂb  Bureau of the Census.  ǂb  Foreign Trade Division.   710  1     United States.  ǂb  Bureau of the Census.  ǂb  Data User Services Division.   710  1     United States.  ǂb  Bureau of the Census.  ǂb  Administrative and Customer Services Division.   710  1     United States.  ǂb  Economics and Statistics Administration.   710  2     U.S. Census Bureau.   710  2     U.S. Census Bureau.  ǂb  Foreign Trade Division.   787  0  8  ǂi  Cumulates:  ǂt  U.S. exports of merchandise  ǂx  1057-8773  ǂw  (DLC) 91655128  ǂw  (OCoLC) 23886398  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate-  Source-OCLC  My Status-vbross Workflow-In Process  Page 2 of 2OCLC Connexion 1/16/2013about:blank
  • 101. Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 809381590 No holdings in CLU - 1 other holding Save File 182  Rec stat c Entered 20120907 Replaced 20120909 Type a ELvl Srce c GPub Ctrl Lang eng BLvl s Form Conf ∎ Freq u MRec Ctry nvu S/L 0 Orig EntW Regl u Alph Desc i SrTp p Cont DtSt u Dates 1987  ,  uuuu 010 2010222999  040 KFS  ǂb  eng  ǂe  rda  ǂc  KFS  ǂd  OCLCO  042 pcc  245 0 0 Cognitive dissidents.  264 1 Rochester, NY :  ǂb  The Raving Lunatic Society  336 text  ǂb  txt  ǂ2  rdacontent  337 unmediated  ǂb  n  ǂ2  rdamedia  338 volume  ǂb  nc  ǂ2  rdacarrier  362 1 Began in 1987.  588 Description based on: Volume 1, number 5 (Nov 15, 1987); title from caption.  588 Latest issue consulted: Volume 1, number 5 (Nov 15, 1987).  650 0 Libertarianism  ǂv  Periodicals.  650 0 Economics  ǂv  Periodicals.  710 2 Raving Lunatic Society.  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate- Source-OCLC  My Status-vbross Workflow-In Process  Page 1 of 1OCLC Connexion 1/16/2013about:blank session 6-ex2: Publisher change After this record was created, the cataloger received additional issues (though not a full run). Here are some changes discovered: --By the "February 1990" issue, the place of publication moved to: Tonawanda, NY --By the "February 1991" issue, the place of publication moved to: Las Vegas, NV The Raving Lunatic Society remained the publisher throughout the life of the serial. The latest issue received was: Volume 7, issue #1 with coverage date: May 15, 1993. --------------------------------------------------------------------------------------------------------------------------- How would you update the record, based on this information?
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  • 103. Session 6-ex3. Identifying Valid Hybrid Record Technique Which of these changes are valid applications of the hybrid record technique? Which changes should be avoided? Mark “yes” in the first column next to the examples of valid hybrid record technique Mark “no” in the first column next to the example of things to avoid ?? AACR2 record: Before AACR2 record: After FF Desc: a 040 ## $a DLC $c DLC FF Desc: a 040 ## $a DLC $b eng $e rda $c DLC 245 00 $a British journal of surgery $h [electronic resource]. 245 00 $a British journal of surgery. 260 ## $a [S.l. : $b s.n.] 264 #1 $a [Place of publication not identified] : $b [publisher not identified] 260 3# $a Cambridge, Mass. : $b MIT Press, $c [2001]- 264 31 $a Cambridge, Massachusetts : $b Massachusetts Institute of Technology Press, $c [2001]- 300 ## $a CD-ROMs : $b ill. ; $c 4 3/4 in. 300 ## $a CD-ROMs : $b illustrations ; $c 4 3/4 in. 310 ## $a Monthly, $b <Feb. 1995-> 310 ## $a Monthly, $b <February 1995-> 321 ## $a Four no. a year, $b 1913- 321 ## $a Four numbers a year, $b 1913- 336 ## $a text $b txt $c rdacontent 337 ## $a computer $b c $c rdamedia 338 ## $a computer disc $b cd $c rdacarrier 362 1# $a Began with v. 1 (Jan. 1976). 362 1# $a Began with volume 1 (January 1976). Note: This exercise only concerns possible hybrid changes. Whether changes are completed in a specific situation will depend on institutional policies and cataloger judgment.
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  • 105. Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 4013686 Held by CLU/LHR - 882 other holdings; 12 other IRs Save File 183        Rec statRec statRec statRec stat c           EnteredEnteredEnteredEntered 19780628           ReplacedReplacedReplacedReplaced 20121206           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce           GPubGPubGPubGPub           CtrlCtrlCtrlCtrl           LangLangLangLang eng BLvlBLvlBLvlBLvl s           FormFormFormForm           ConfConfConfConf 0           FreqFreqFreqFreq q           MRecMRecMRecMRec           CtryCtryCtryCtry nju S/LS/LS/LS/L 0           OrigOrigOrigOrig           EntWEntWEntWEntW           ReglReglReglRegl x           AlphAlphAlphAlph a     DescDescDescDesc a           SrTpSrTpSrTpSrTp p           ContContContCont o           DtStDtStDtStDtSt c           DatesDatesDatesDates 1923  ,  ,  ,  ,  9999    010        61032518   ǂz  sc 78001563    040        DLC  ǂb  eng  ǂc  DLC  ǂd  NSD  ǂd  AIP  ǂd  NSD  ǂd  AIP  ǂd  NSD  ǂd  DLC  ǂd  NST  ǂd  OCL  ǂd  NST  ǂd  NSD  ǂd  CAS  ǂd  OCL  ǂd  NLM  ǂd  OCLCQ  ǂd  CDS  ǂd  OCLCQ  ǂd  HLS  ǂd  OCLCQ  ǂd  MUL  ǂd  YUS  ǂd  DLC  ǂd  UMS  ǂd  EYM  ǂd  LVB  ǂd  IUL  ǂd  OCLCQ  ǂd  UKMGB  ǂd  TJC  ǂd  OCLCQ  ǂd  OCLCO   012        2  ǂb  3  ǂj  0  ǂk  1  ǂm  1   016  7     101088393  ǂ2  DNLM   016  7     007191052  ǂ2  Uk   022  0     0161-956X  ǂl  0161-956X  ǂ2  1   030        PJEDFQ   032        424300  ǂb  USPS   042        pcc  ǂa  nsdp   050  0  0  L11  ǂb  .P35   082     4  370/.5   210  0     Peabody j. educ.   222     0  Peabody journal of education   245  0  0  Peabody journal of education.   246  1     ǂi  Vol. 48, no. 1 (Oct. 1970)-v. 77, no. 4 (2002) also have title:  ǂa  PJE   260        Nashville, Tenn. :  ǂb  George Peabody College of Teachers,  ǂc  c1923-   300        v. ;  ǂc  22-25 cm.   310        Four no. a year,  ǂb  1970-   321        Bimonthly,  ǂb  1923-   362  0     Vol. 1, no. 1 (July 1923)-   500        Published: Mahwah N.J. : Lawrence Erlbaum Associates, <v. 71, no. 1->   500        Title from cover.   500        Latest issue consulted: Vol. 87, issue 4 (2012).   515        Issues for v. 78, issue 1- also called: v. 78, no. 1-   555        Vols. 1 (1923)-50 (1973). 1 v.   650     0  Education  ǂv  Periodicals.   710  2     George Peabody College for Teachers.   776  0  8  ǂi  Online version:  ǂt  Peabody journal of education (Online)  ǂx  1532-7930  ǂw  (DLC) 2001214615  ǂw  (OCoLC)45090468   850        AAP  ǂa  AU  ǂa  DGW  ǂa  DLC  ǂa  FU  ǂa  KyLOU  ǂa  In  ǂa  InLP  ǂa  MiDW  ǂa  MoKU  ǂa  NHU  ǂa  NjR  ǂa  OCU  ǂa  OkU  ǂa  PU  ǂa  Wa   856  4  1  ǂu  http://www.jstor.org/journals/0161956x.html   856  4     ǂu  http://firstsearch.oclc.org  ǂz  Address for accessing the journal using authorization number and password through OCLC FirstSearch Electronic Collections Online. Subscription to online journal required for access to abstracts and full text   856  4     ǂu  http://firstsearch.oclc.org/journal=0161-956x;screen=info;ECOIP  ǂz  Address for accessing the Page 1 of 2OCLC Connexion 1/16/2013about:blank session 6-ex4:AACR2/CSR maintenance Incoming issue has on cover: Volume 87, issue 4 2012 Masthead: Philadelphia, PA * Taylor and Francis * Published 5 times a year --------------------------------------------------------------------------------- What enhancements could/should be made to reflect this issue? What could/should be left alone?
  • 106. journal from an authorized IP address through OCLC FirstSearch Electronic Collections Online. Subscription to online journal required for access to abstracts and full text   891  2  0  ǂ9  853  ǂ8  1  ǂa  v.  ǂb  issue  ǂu  4  ǂv  r  ǂi  (year)  ǂw  q   891  4  1  ǂ9  863  ǂ8  1.1  ǂa  <78>  ǂb  <1>  ǂi  <2003>   891  2  0  ǂ9  853  ǂ8  2  ǂa  v.  ǂb  no.  ǂu  5  ǂv  r  ǂi  (year)  ǂw  5   891  4  1  ǂ9  863  ǂ8  2.1  ǂa  <87>  ǂb  <4>  ǂi  <2012>   936        AACR2=HLS  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate-    My Status-vbross Workflow-In Process  Page 2 of 2OCLC Connexion 1/16/2013about:blank
  • 107. Local File I:YRL-Serial_Connexionvbrossrdabib.bib.db OCLC 3556144 Held by CLU/LHR - 448 other holdings; 12 other IRs Save File 184        Rec statRec statRec statRec stat c           EnteredEnteredEnteredEntered 19780113           ReplacedReplacedReplacedReplaced 20121216           TypeTypeTypeType a           ELvlELvlELvlELvl           SrceSrceSrceSrce c           GPubGPubGPubGPub           CtrlCtrlCtrlCtrl           LangLangLangLang eng BLvlBLvlBLvlBLvl s           FormFormFormForm           ConfConfConfConf 0           FreqFreqFreqFreq t           MRecMRecMRecMRec           CtryCtryCtryCtry azu S/LS/LS/LS/L 0           OrigOrigOrigOrig           EntWEntWEntWEntW           ReglReglReglRegl r           AlphAlphAlphAlph a     DescDescDescDesc           SrTpSrTpSrTpSrTp p           ContContContCont oh           DtStDtStDtStDtSt c           DatesDatesDatesDates 1978  ,  ,  ,  ,  9999    010        79643052    040        NSD  ǂb  eng  ǂc  NSD  ǂd  DLC  ǂd  OCL  ǂd  NSD  ǂd  NST  ǂd  DLC  ǂd  NST  ǂd  AIP  ǂd  NSD  ǂd  NST  ǂd  AIP  ǂd  NST  ǂd  MYG  ǂd  NST  ǂd  IUL  ǂd  HUL  ǂd  CAS  ǂd  IUL  ǂd  SYS  ǂd  GUA  ǂd  OCLCQ  ǂd  NLM  ǂd  OCLCQ  ǂd  EYM  ǂd  HUL  ǂd  DLC  ǂd  OCLCQ  ǂd  UKMGB   012        2  ǂb  3  ǂl  1   016  7     100967644  ǂ2  DNLM   016  7     010003613  ǂ2  Uk   022  0     0149-7952  ǂl  0149-7952  ǂ2  1   030        GSREFO   037        ǂb  Editor, German Studies Review, Arizona State University, Tempe, Arizona 85287   042        nsdp  ǂa  pcc   043        e-gx---   050  0  0  DD1  ǂb  .G382   082     4  943/.005   090        ǂb     210  0     Ger. stud. rev.   222     0  German studies review   245  0  0  German studies review.   260        [Tempe, Az.],  ǂb  German Studies Association [etc.]   300        v. ;  ǂc  15 cm.   310        Three times a year   362  0     v. 1- Feb. 1978-   530        Also issued online.   550        Issued by the Western Association for German Studies, 1978-1985.   555        Vols. 1-5, 1978-82, with v. 5; v. 11-15, 1988-92, in v. 15, no. 3; v. 16-20, 1993-97, in v. 20, no. 3.   651     0  Germany  ǂx  Civilization  ǂv  Periodicals.   710  2     Western Association for German Studies.   710  2     German Studies Association.   776  1     ǂt  German studies review (Online)  ǂw  (DLC) 2005237244  ǂw  (OCoLC)61523181   856  4  1  ǂu  http://www.jstor.org/journals/01497952.html   891  0  3  ǂ9  853  ǂ8  1  ǂa  v.  ǂb  no.  ǂu  3  ǂv  r  ǂi  (year)  ǂj  (month)  ǂw  t  ǂx  02  ǂy  pm02,05,10   891  4  0  ǂ9  863  ǂ8  1.1  ǂa  <1>-  ǂi  <1978>-   936        Feb. 1979  Delete Holdings- Export- Label- Produce- Submit- Replace- Report Error- Update Holdings- Validate-    My Status-vbross Workflow-In Process  Page 1 of 1OCLC Connexion 1/16/2013about:blank session 6-ex5: Pre-AACR2 maintenance Cataloger receives a new issue. On cover: Volume 35, number 2 May 2012 On title page: Baltimore, Maryland USA The Johns Hopkins University Press --------------------------------------------------------------------------- How could this record be edited using RDA? What could/should be left alone?
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  • 109. Session 6-ex6: When do you need a new record? Question: Is a new description needed (major or minor change)? Question: Will a new work-level record be needed? Or does the change only affect the manifestation? Situation 1: Serial Record has: 245 00 $a Newsletter of the American Health Foundation New issue has: Newsletter of the Institute for Cancer Prevention New description needed? yes no New work record? yes no Situation 2: Originally issued as a loose-leaf publication; now issued as a serial. Cataloger determines that, according to the LC-PCC PSs, Dobbs would be a contributor rather than a creator. Record has: 100 1# $a Dobbs, Marian F. 245 10 $a Determining child & spousal support New issue has: Determining child & spousal support New description needed? yes no New work record? yes no Situation 3: Originally issued on CD-ROM; then on DVD-ROM; then as pdf files; then as updating database Record has: 245 00 $a Hong Kong business directory. 300 ## $a CD-ROMs ; $c 4 3/4 in. Change in 2007: Issued only on DVD-ROMs New description needed? yes no New work record? yes no Change in 2009: Issued only online as pdf file New description needed? yes no New work record? yes no Change in 2012: Issued online as a database New description needed? yes no New work record? yes no
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  • 111.     Appendix: Links to Documentation            1. CONSER Documents: http://www.loc.gov/aba/pcc/conser/index.html        These three key documents to keep at hand as you catalog. The first walks through how to create an original  record for a serial, including a decision tree. The other two documents provide tabular Metadata Application  Profiles, MARC‐to‐RDA and RDA‐to‐MARC.        a. CONSER RDA Cataloging Checklist:  http://www.loc.gov/aba/pcc/conser/documents/CONSER‐RDA‐checklist.doc        b. CONSER RDA Core Elements:  http://www.loc.gov/aba/pcc/conser/documents/CONSER‐RDA‐core‐elements.doc        c. CONSER MARC21 to RDA Core Elements:  http://www.loc.gov/aba/pcc/conser/documents/CONSER‐MARC‐to‐RDA.doc          2. Program for Cooperative Cataloging (PCC) Post RDA Implementation Guidelines and Standards documents:      http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Post‐RDA‐Implementation‐Guidelines.html    These documents address specific topics of interest such as guidelines for the 264 field, how to apply  relationship designators in bibliographic records, and how to maintain records in a hybrid environment.          a. Guidelines for the 264 field:      http://www.loc.gov/aba/pcc/documents/264‐Guidelines.doc    b. Guidelines for the Application of Relationship Designators in Bibliographic Records:      http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Relat‐Desig‐Guidelines.docx    c. Guidelines for Enhancing & Editing non‐RDA Serial Records:      http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid‐Guidelines‐Serials‐Post‐Impl.docx  d. Provider‐neutral record guidelines for electronic monographs, serials, and integrating resources:      http://www.loc.gov/aba/pcc/scs/documents/PCC‐PN‐guidelines.html          3. Other documents (Miscellaneous)      a. International cataloging principles:      http://www.ifla.org/publications/statement‐of‐international‐cataloguing‐principles        b. OCLC policy statement on RDA cataloging in WorldCat:        http://www.oclc.org/en‐US/rda/new‐policy.html    c. JSC Meeting Outcomes: http://www.rda‐jsc.org/docs/2012‐documents‐summary.pdf (summary)      http://www.rda‐jsc.org/workingnew.html (“sec final”‐‐text of the changes)   
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  • 113. Appendix: MARC Tagging and Serials Following is a selected list of MARC tags frequently used in serial records. Consult the CONSER Editing Guide for more a complete list and instructions on use 006 Fixed-length data elements (used primarily for e-serials) 007 Physical description fixed field (used primarily for microforms and e-serials) 008/leader Fixed field display found in workforms on OCLC or local systems 010 ## LC control number (used in CONSER records) 022 ## ISSN 042 ## PCC/CONSER authentication: isds/c , pcc, lccopycat, nlc Beware! OCLC also uses this field for non-PCC projects: dlr, dc, anuc are NOT PCC codes 050 _ _ LC classification number 110 _ # Authorized access point for creator, $e relationship designator (e.g., author) 111 _ _ Authorized access point for conference 130 0 # Authorized access point for work/expression 210 0 _ ISSN abbreviated title 222 #_ ISSN Key title 240 10 Authorized access point for work/expression if record has a creator 245 _ _ Title proper (subfields $a, $n, $p) / statement of responsibility 246 1 _ Parallel title (indicators 11); variant titles (indicators 1#); minor title changes (indicators 1#) 250 ## Edition statement 264 _ _ Publisher (1), distributor (2), manufacturer (3) Date if first/last issue is in hand 300 ## Extent : $b illustrative content ; $c dimensions RDA only requires extent for ceased serials 310/321 ## Current/former frequency 362 1# Note about when the serial began / ended (if known) 490 _ # Series statement 500 ## General note 515 ## Numbering peculiarities 525 ## Supplement 546 ## Language note 550 ## Issuing bodies note 555 ## Cumulative index note 580 ## Linking entry complexity note 588 ## Description based on: ; title from Latest issue consulted: 710 _ # Authorized access point for corporate body, $e relationship designator 752 ## Hierarchical place name (used in records for newspapers) 765/767 0# Link to original language/translation 770/772 0# Link to separately-cataloged supplement / parent record 775 08 $i Edition relationship: $a Creator. $t Title 776 08 $i Variant format relationship: $a creator. $t title 780/785 0_ Links to earlier/later works manifested (as well as: absorptions, splits, mergers) 787 08 $i Non-specific relationship: $a creator. $t title 8XX _ _ Series authorized access point. 856 4_ Electronic location and access
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  • 115. Appendix: Excerpt from “Copy Cataloging Using RDA” by Tim Carlton http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA%20Traini ng/CopyCatFINAL.doc Modifying Legacy pre-RDA Records AACR2/CSR RECORDS Documentation for working with AACR2 and CSR records has been approved by the PCC. The documentation allows PCC members and OCLC to add elements such as the 264 and the 33X to existing AACR2 records without converting them to RDA. While PCC members and OCLC will use these guidelines to update AACR2 records with RDA elements, LC staff are not required to “hybridize” existing AACR2 records with RDA MARC 21 elements. . [Why not? Because OCLC will be making these changes to AACR2 records in the near future.] However, staff finding such records should leave the elements in place if found in copy records The types of changes staff may see on AACR2 records are outlined in the PCC Guidelines for Enhancing and Editing non-RDA Records for Serials: http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid-Guidelines- Serials-Post-Impl.docx Serials staff should generally follow this guidance when working with copy: CONSER authenticated records should not be converted to RDA, except: • Prepublication records (EL/8) • CONSER minimal level records (if being upgraded to encoding level blank) Unauthenticated serial records that are being authenticated as CONSER/PCC records should be converted to RDA when authenticated. Additionally:  In maintaining CONSER existing AACR2 records, LC staff may add new publishing information based on a later issue using the 264 field without converting existing 260 fields to RDA.  A cataloger should create RDA NARs if name headings are needed (e.g., issuing body)  Many changes can be made without re-describing the serial using RDA PRE-AACR2 RECORDS  Add additional 264 31 if needed for current publication statement based on the latest issue in hand. Do not recode or change an existing 260.  Add additional fields, e.g. later 710’s plus 550 note to cite issues.  Add 588 “Latest issue consulted note” to cite the latest issue.
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  • 117. CONSER RDA Bridge – Quiz 1 – Answers     1. The CONSER RDA core element set is     a) In line with RDA Core elements with some exceptions, and    b) Equal to the PCC Core elements for continuing resources       √  True    __ False    2. Instructions in the CONSER RDA documents should be used in conjunction with the (Check all  that apply)    √  a) Hybrid Record Guidelines    √  b) Relationship Designator Guidelines    √  c) PCC RDA Provider‐Neutral guidelines when describing online resources    3. The CONSER RDA core record (Check all that apply)    √  a) Is a "floor" description of a resource that can be built upon in a shared environment    √  b) I Allows the use of any data in a bibliographic description representing more extensive  cataloging treatment    √  c) Requires Authority records in the Library of Congress/NACO and Subject Authority  Files for all controlled access points       4. Which of the following will you find in RDA records?    __ 040 $e rda    __ Leader/18: value “i”    __ 264 fields      __ 33X fields    __ Full forms of found information    √  All of the above 
  • 118. 5. Which of the following RDAlike elements are allowed in pre‐RDA records?    __ 040 $e rda    __ Leader/18: value “i”    √  264 fields    √  33X fields    √  Full forms of found information    __ All of the above      6. Which of the following statement(s) is/are true?    __ Transcribed data follows RDA 1.7.1 and the ICP principle of representation    __ PCC practice encourages the use of RDA Appendix A for capitalization    __ For serials, RDA includes exceptions to exact transcription for variable data in the title    √  All of the above    7. For each category, mark whether the data is transcribed or recorded      Category  Transcribed    Recorded    Title proper and parallel title    √    Mode of issuance      √    Identifier of the manifestation (e.g., ISSN)    √    Numbering data     √  (modified)    Place and name of publisher, distributor, or  manufacturer    √    Frequency      √    Notes about elements or about change over time      √     
  • 119. CONSER RDA Bridge – Quiz 2 – Answers    1. Catalogers may set a preference in the Connexion client (version 2.40) for    a) RDA Bibliographic and authority workforms, and  b) IP authentication to link to the RDA Toolkit    √  True  __ False    2. Beginning March 31, 2013, OCLC policy    √   Allows catalogers to spell out non‐transcribed abbreviations   __ Allows catalogers to remove general material designators (GMDs)  __ All of the above  __ None of the above     3. When re‐cataloging to RDA, catalogers    __ Do this only with "piece in hand" (or surrogate) in order that all necessary information  will be available  __ The entire record must be examined and adjusted as needed before re‐coding the record  as RDA  √   Both of the above    4. Using appropriate CSR guidelines and with either piece in hand or surrogate, CONSER  catalogers     √   May convert AACR2 records for serials to RDA  __ May convert RDA records to AACR2   __ All of the above  __ None of the above    5. It is okay to add some RDA elements to AACR2 records (without converting the records to RDA)    __ True  __ False    6. Always provide:  o 588 description based on note  o Source of title with combined with 588 description based on note  o 588 Latest issue consulted note    √   True  __ False 
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  • 121. 3a-ex1: ISSN, Title Statement, Statement of Responsibility & Publisher Statement For each situation, mark with a “C” the entry or entries that reflects CONSER RDA practice. 1. ISSN appears on back cover of issue as: 2326-0301; ISSN portal shows ISSN for print serial as 2326-0300 ___ 022 _ _ $a 2326-0301 ___ 022 _ _ $a 2326-0300 _C__ 022 _ _ $a 2326-0300 $y 2326-0301 ___ any of these options is valid 2. Title on preferred source is: 2009 ANNUAL REPORT __C_ 245 10 $a … annual report. ___ 245 14 $a … annual report. ___ 245 10 $a Annual report. ___ 245 14 $a … ANNUAL REPORT. 3. Web site has: __C_ 245 10 $a Oregon Genealogical Society. ___ 245 10 $a [Home page of the Oregon Genealogical Society]. ___ 245 10 $a Oregon Genealogical Society : $b [Web site]. ___ none of the above is appropriate under RDA
  • 122.       4. Publisher statements:    ___264 #1 $a [Arlington, VA, etc. : $b American Association of School Administrators], $c 1943‐    ___ 264 #1 $a [Place of publication not identified] : $a Pennsylvania Department of Internal Affairs     __C_ 264 #1 $a [Washington, D.C.?] : $b Library of Congress Photoduplication Service, $c 1981‐    __C_ 264 #1 $a Mt. Laurel, N.J. : $b Tom Helvig, $c 2002‐            BONUS QUESTION: How would you code the publisher statement for Archaeometry?     Journal called Archaeometry lacks title page.      On cover: Published by Wiley‐Blackwell for University of Oxford in association with Gesellschaft für  Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological Sciences and  Associazione Italiana di Archeometria.     On page 3 of cover: Archaeometry is published by Blackwell Publishing Ltd, 9600 Garsington Road, Oxford,  OX4 2DQ, UK. Blackwell Publishing Ltd was acquired by John Wiley & Sons in February 2007.  Printed in Singapore by Ho Printing Pte Ltd.     On back cover: Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b : Published by Wiley‐Blackwell for University of Oxford in association with  Gesellschaft für Naturwissenschaftliche Archäologie, ARCHAEOMETRIE, the Society for Archaeological  Sciences and Associazione Italiana di Archeometria.    ___ 264 #1 $a Oxford, UK : $b Wiley‐Blackwell    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd    ___ 264 #1 $a Oxford, UK : $b Blackwell Publishing Ltd  264 #3 $a Singapore : $b Ho Printing Pte Ltd.    The choice that the cataloger will make may depend on how the information is perceived:  Is the phrase on the cover a formal publisher statement or a descriptive phrase?  Is there any reason to prefer the information on p. 3 of cover or the information on p. 4 of cover?  The final option, while appropriate according to RDA, is probably the least useful, since the printer for a modern  commercial publication is unlikely to assist in identification of the journal.  There is no clearly ‘right’ answer, so give yourself bonus points for working on this!