1
RDA FOR ACQUISITIONS
& COPY CATALOGING
5/21/2013
Preparing for Change
2


We will not try to get into the theoretical basis of
RDA--but recognizing certain principles is
unavoidable!
GoalsBe able to recognize when a record has been
cataloged using RDA rules
 Start becoming familiar with significant differences
between AACR2 and RDA

Avoid "correcting" RDA cataloging that differs from AACR2
 Avoid adding AACR2 elements to in-process RDA records

For those authorized, be able to complete CIP
 For those authorized, create RDA belletristic records
and/or perform variant edition cataloging

5/21/2013
RDA -- What Is It?
3




RDA= Resource Description and Access
Developed by Anglo-American national libraries
and associations but usable beyond Englishspeakers
Supersedes AACR2 cataloging rules for
description and access; will affect subjects to
some degree (for names, uniform titles)
Intended to be more friendly to computers &
users, and to be usable internationally

Based on the IFLA Functional Requirements for
Bibliographic Records [FRBR] and the Statement of
International Cataloguing Principles
5/21/2013
RDA Terms
4




WEMI (Work,
Expression,
Manifestation, Item)
Expression is used
most often with
translations & revised
editions
Manifestation (usually
an edition)




Preferred title
(uniform title)

Authorized access
point (heading)
Resource (what's
being cataloged)
Entity (person or a
corporate body)
Relationship
designator (function
of the entity used in
an access point)
Core (mandatory)
5/21/2013
RDA -- When?
5






RDA was tested Oct. 1-Dec. 31 2010; involved the Library of
Congress and selected libraries (YUL was not one of them)
Following the test period, some libraries have continued to
contribute RDA records in OCLC
LC testers trained in RDA resumed cataloging in RDA in Nov. 2011
(including CIP cataloging)
Decision by LC to implement RDA March 31, 2013 ("Day One," i.e.
all staff trained in RDA by then; all new cataloging follows RDA)
Yale original cataloging trained April-Dec.; RDA original cataloging
is current Yale policy
Day One; all new NACO records created by Yale catalogers follow
RDA rules; for selected headings (Bible, Qu’ran, Dept.) most
authority files (LCDB or OCLC) are updated to RDA form (computer
generated); other elements of a computer updated heading may
not be RDA
5/21/2013
RDA Identifiers in MARC
6
040 ‡e combined with Leader Cataloging Form i (NOT a)
5/21/2013
Expectations
7

All technical services staff across YUL: be able to recognize RDA

Acquisitions staff authorized to create order records: be able to use


records & the new MARC fields
an RDA template in Orbis if no cataloging copy is available
Acquisitions and Cataloging staff authorized to perform copy
cataloging: avoid making "incorrect corrections"
Acquisitions and Cataloging staff authorized to complete CIP: be

able to update RDA CIP to full level following RDA rules
Staff who use or create variant edition cataloging: be able to modify
AACR2 cataloging copy to order, create or derive variant edition
RDA cataloging (e.g., later editions, translations, & reproductions)

"Belletristic catalogers" (catalogers authorized to update minimallevel in-process records to full level for fiction, poetry, & drama): be
able to update minimal-level records to full level following RDA rules
5/21/2013
What to Do: RDA Cataloging Copy
8




Accept RDA cataloging found in OCLC as you
would any other full/core level cataloging-RDA cataloging is NOT a parallel record
Caution: some of the changes resulting from
the RDA rules will look like "errors"
Do not try to revise RDA records to AACR2
(OCLC policy)
Do not try to revise AACR2 records (Leader
Cataloging Form: a) using the RDA rules (with
the exception of variant editions)
5/21/2013
RDA Principles
9

Transcribe what you see
 Less
emphasis on translating what is on the page
or label, etc. into cataloging-specific conventions

The record should be more comprehensible to
the user (but not necessarily to the cataloger!)
 Avoid
cataloging abbreviations unless well-known
 De-emphasize "catalogers talking to catalogers"


Core is the new default (in practice use
Encoding Level blank or I NOT 4)
Maintain continuity with AACR2
5/21/2013
NEW OCLC POLICY FOR AACR2
10




Following March 31, OCLC catalogers generally can continue
to contribute new records following AACR2, but catalogers
will have the option to upgrade AACR2 fully cataloged
records to RDA (or to add selected RDA elements to AACR2
records)
LC (and YUL and most pcc libraries) will contribute all new
records following RDA
YUL: AACR2 OCLC full or core level cataloging copy should
continue to be used; presumably this will also be applied by
the LC Copy Cataloging Unit
YUL: in process or minimal level records should be updated
to RDA; optional: if an AACR2 LC MLC record is upgraded to
full level, use cataloger judgment to decide whether to
upgrade to RDA (prefer RDA if any changes to description
will be minor)
5/21/2013
11
TITLE STATEMENT (245) &
EDITION (250)
5/21/2013
Transcription (General Rules)
12


General transcription rules apply to MARC
245, 250, 260 [now 264], and 490
New transcription rules for RDA:
 Capitalization
options
 Accounting for errors
 Parallel titles to record
 What elements to transcribe or record (or not)

Some of the transcription changes may only
affect one of the descriptive areas (will cover in
the specific sections)
5/21/2013
Found on the Title Page
13
Harper's Dictionary of HINDUISM
Its Mythology, Folklore, Philosophy, Literature, and History
Margaret and James Stutley
5/21/2013
Capitalization
14
AACR2
245 10 ‡a Harper's
dictionary of
Hinduism : ‡b its
mythology, folklore,
philosophy,
literature, and
history / ‡c Margaret
and James Stutley.
RDA (Default)

245 10 ‡a Harper's
dictionary of
Hinduism : ‡b its
mythology, folklore,
philosophy,
literature, and
history / ‡c Margaret
and James Stutley.
5/21/2013
Capitalization OPTION
15
AACR2
245 10 ‡a Harper's
dictionary of
Hinduism : ‡b its
mythology, folklore,
philosophy,
literature, and
history / ‡c Margaret
and James Stutley.
RDA (Alternative)

245 10 ‡a Harper's
Dictionary of
HINDUISM : ‡b Its
Mythology, Folklore,
Philosophy,
Literature, and History
/ ‡c Margaret and
James Stutley.
5/21/2013
What to Do (Capitalization)
16

If you use OCLC cataloging as the basis for
creating an order record, for copy cataloging,
or for fast-cat, and the record uses:
 AACR2/RDA
capitalization: leave as is
 RDA optional capitalization: leave as is
 This applies to any catalog record found in OCLC:
LC (fully cataloged), LC CIP
 Member copy full, core, or minimal
 Vendor records (EL 5 or 3)


Do not attempt to "correct" the capitalization
5/21/2013
Errors (Transcribe What You See)
17
RDA:
245 10 ‡a Cataloging non-prnit and internet
resources / ‡c Mary Beth Weber.
246 1_ ‡i Corrected title: ‡a Cataloging non-print
and internet resources
CAUTION: does not apply to serials
AACR2:
245 10 ‡a Cataloging non-prnit [i.e. non-print]
and internet resources / ‡c Mary Beth Weber.
5/21/2013
What to Do (Errors)
18


Apply to procedures where the item is in hand
If there appears to be a data entry error on the
245, 250, 260 [i.e. 264], or 490, verify the field
against the item in hand
 If
it is a data entry error, update to the form on the
title page
 If the error is on the title page itself- Determine
whether the record is RDA or AACR2
 Use the appropriate model on the previous slide for
RDA or AACR2 corrections
 When in doubt, check with your supervisor!
5/21/2013
No Media GMDs! (and What to Do)
19




RDA records do not use the General Material
Designator (GMD, 245 ‡h)
Do not add ‡h for media to 245 in RDA records
Do not remove ‡h from AACR2 records (OCLC
plans to delete ‡h from all master records ca.
2015)
MARC 336-338 replace 245 ‡h; more about that
later
5/21/2013
Parallel Titles (Transcribe Where You See)
20




RDA parallel titles do not have to be on the
title page-In addition to the title page, RDA cataloging
can take the parallel title from the cover, halftitle, anywhere within the book
In RDA all parallel titles are transcribed;
AACR2 limits to 2 parallel titles
In RDA, if any parallel title is transcribed from
a source other than the t.p., it is not bracketed
5/21/2013
Parallel Title (RDA)
21


Title page: Atlanterhavsveien -- forfattere Kristin
Nekstad
Cover: Atlanterhavsveien -- Die Atlantikstrasse -Atlantic Ocean Road -- Route de l'Atlantique
245 00 ‡a Atlanterhavsveien = ‡b Die Atlantikstrasse =
Atlantic Ocean Road = Route de l'Atlantique / ‡c
forfattere Kristin Nekstad.


The parallel titles taken from the cover are not
bracketed
If more than one parallel title, current LC policy is
to transcribe all
5/21/2013
Parallel Other Titles
22


If there are both parallel titles proper & parallel
other titles, all of the parallel other titles are
transcribed
245 04 ‡a Ein Garten Eden : ‡b Meisterwerke
der botanischen Illustration = Garden Eden :
masterpieces of botanical illustration = Un
jardin d'Eden : chefs d'oeuvre …
5/21/2013
What to Do
(Acquisitions, Copy Cataloging)
23



Determine whether the record is AACR2 or RDA
If you are using the record for ordering, take it as
is, since you will not be able to verify
For in-process acquisitions work, or copy
cataloging, where the item is in hand, verify that
the title page parallel titles are transcribed
correctly:
Do not "correct" the RDA record by removing parallel
titles not on the title page
 Do not spend time verifying any additional parallel
titles that are on the book

5/21/2013
What to Do
(Belles Lettres, CIP)
24





More likely to occur with belle lettres, but possible with
CIP or variant edition cataloging
If CIP, verify that the record is RDA; for belles-lettres
based on minimal level member copy, change to RDA
(i for ISBD; ‡e rda) if it isn't already
Verify the parallel titles on the title page
Check the cover and half title (page preceding the
t.p.) for additional parallel titles-- especially if they are
already in the CIP 245
Add any parallel titles not on the t.p. (do not bracket);
remove any parallel titles not found in the book; if a
parallel title is taken from the jacket, use brackets
5/21/2013
Source(s) for SoR:
Bracket or Not?
25


SoR = Statement of Responsibility (245 ‡c)
In 245 ‡c, SoR doesn't have to be on the title page; still required to
begin with the title page, but the cataloger can take all or part of the
SoR from somewhere else, as long as it's somewhere on the book;
recording an SoR is mandatory even if it is not on the t.p.
Title page: A New History of French Literature.
Verso t.p.: Edited by Denis Hollier
245 02 ‡a A New History of French Literature / ‡c Edited by Denis Hollier.



No brackets to indicate that the statement of responsibility came
from somewhere else on the book
In 245, brackets are only used for information taken from sources
outside of the book (examples: accompanying material; the jacket;
the cataloger)
Only the first statement of responsibility is required.
5/21/2013
Titles, Degrees, etc.
26

2.4.1.4. Titles, founding dates, degrees, etc.,
should be transcribed as they appear in the SoR
(option to omit; ellipses not needed). Sections in
blue are not transcribed in AACR2:
245 … / ‡c by E. Nolue Emenanjo, Executive Director,
National Institute for Nigerian Languages, Ogbor Hill,
Aba.
 245 … / ‡c Reverend Peter M.J. Stravinskas, Ph. D.,
S.T.L., Editor ; Introductory Remarks by Cardinal
Anthony J. Bevilacqua and Archbishop Theodore E.
McCarrick.


Alternative: 245 … / ‡c Reverend Peter M.J. Stravinskas,
Ph. D., S.T.L., Editor. <but prefer the default>
5/21/2013
Examples of Titles, etc.
in RDA SoRs
27






/ ‡c by Sir Richard Acland ; illustrated by
Dame Betty Stowe.
/ ‡c by the late Julia Moore, M.D.
/ ‡c by Catherine, HRH the Duchess of
Cambridge.
/ ‡c by Dr. Wendell Moore, Dean of Trinity
College, Dublin.
/ ‡c by the Reverend Al Sharpton.
/ ‡c Skull and Bones, founded 1895.
5/21/2013
What to Do (Member & LC Copy)
28


YUL policy for fully cataloged member copy is to
leave the record "as is" unless it is demonstrably
wrong
Expect inconsistency in RDA member copy 245
‡c,



RDA member records may have multiple SoRs-- or only one-this is a cataloger decision
RDA member records may or may not include titles, affiliations,
etc.--this is a cataloger decision
LC copy cataloging does not revise the description found in the
record to LC practice, so some DCLC records may exclude some
of the SoRs and titles, while original DCLC records will usually
have all the SoR information.
5/21/2013
What to Do
(CIP)
29



In 245 ‡c, the default rule is to transcribe the
author/editor's titles, degrees, institutional affiliations,
etc. Optionally they can be left out, but LC will
generally follow the default rule in the DCLC SoRs
w/the exception of LC Copy Cataloging
For CIP, if there are titles, etc. in the CIP, leave them
as is unless they are really not on your source
For CIP, refer to your supervisor for a decision if


the LC cataloger has left off titles, affiliations, etc.
SoRs are not on your t.p. or in 245 ‡c, but you find an
SoR elsewhere on or in the book
5/21/2013
What to Do (Belles lettres)
30



Generally record all statements of
responsibility (usually there will be only one)
In the same spirit, include all titles, institutional
affiliations, degrees and so on if these are
included in the SoR source
245 10 ‡a Gertrude / ‡c by the Author of "Amy
Herbert," "Laneton Parsonage," etc. ; edited by
the Rev. W. Sewell, B.D., Fellow of Exeter
College, Oxford.
5/21/2013
SoR: Farewell "Rule of Three"
31
AACR2 (Rule of 3)
245 00 ‡a Calculus :
‡b single variable / ‡c
by Deborah HughesHallett … [et al.].




When there are more
than 3 authors:
Only the 1st author
listed is in 245 ‡c (‡c is
always abridged)
Title main entry
700 only for the 1st
author
RDA (No Maximum; Author Main Entry)
100 1_ ‡a Hughes-Hallett, Deborah.
245 10 ‡a Calculus : ‡b single variable / ‡c by Deborah
Hughes-Hallett, Andrew M. Gleason, William G.
MacCallum, and David O. Lomen. <700's for the other
authors not required >
 First author listed is in 100 (even if more than 3);
transcribe all co-authors
 Statement of responsibility is not limited to three authors
 Although not required, cataloger also has the option to
make 700s for the other 3 authors. The cataloger can
also be selective--just an added entry for Gleason could
be made.
5/21/2013
Alternative: Abridged SoR
32

RDA has an option to abridge the SoR, but it is
not considered best practice:
245 10 ‡a Calculus : ‡b single variable / ‡c by
Deborah Hughes-Hallett [and three others].

Cataloger can make 700s for one, two, three
or none
 700's
for one, two, or three of the others do not
need to be justified.
5/21/2013
Editors are not Authors
33


In RDA, as in AACR2, editors are not considered to be
authors, so an editor will not be used as a main entry
As with co-authors, justifying access points is optional
245 04 ‡a The Blackwell Dictionary of Eastern Christianity
/ ‡c Edited by Ken Parry, David J. Melling, Dimitri Brady,
Sidney H. Griffith & John F. Healey ; editorial consultant,
John R. Hinnells ; foreword by Rt Rvd Kallistos Ware.
700 1_ ‡a Parry, Ken.
700 1_ ‡a Healey, John F.
5/21/2013
Noun Phrases (Belletristic & Variant
Edition Cataloging)
34


Form of work: novel, poems, plays, essays
RDA: if the relationship between the author or editor
to the form of the work is explicit ["poems by …"], the
entire phrase is entered in 245 ‡c




If the relationship is not explicit, the form of work is
generally entered in 245 ‡b
If there is an explicit relationship but the form is combined
with a phrase describing the content of the work, the form
will generally be in 245 : ‡b
Application so far has been no more consistent than
AACR2
AACR2: does not make a distinction; form of work
could be in either 245 ‡b or ‡c
5/21/2013
Noun Phrase
35

AACR2



RDA

245 10 ‡a Otherwise / ‡c three novels by John Crowley.

245 10 ‡a Otherwise : ‡b three fantasy novels / ‡c by John
Crowley.
<RDA change--explicit connection> , but--
AACR2


245 10 ‡a Otherwise : ‡b three novels / ‡c by John
Crowley.
245 10 ‡a Antiquities : ‡b seven stories / ‡c John Crowley.
RDA

245 10 ‡a Antiquities : ‡b seven stories / ‡c John Crowley.
<no change--no explicit connection>
5/21/2013
What to Do (Member & LC Copy)
36

YUL policy for fully cataloged member copy is to leave the record
"as is" unless it is demonstrably wrong, for example,



Record has a mistranscribed word in 245
If RDA, the record has an inserted correction in brackets (which could
affect retrieval)
The following examples are relatively trivial since they don't have a
significant effect in terms of identification or retrieval; ‡h will not
affect OCLC loads




Choice of entry: if the record is coded RDA & is not a compilation, be
sure the first or primary author is in 100 even if there are more than 3
authors; otherwise, the rest is cataloger judgment
Uses … [et al.] instead of [and x others]
245 ‡h <most systems ignore ‡h in title searches>
Noun phrases: it is applied inconsistently anyway; consider it cataloger
judgment
5/21/2013
What to Do (CIP)
37

RDA CIP:







Leave the encoding level at 8 [new OCLC policy]
Verify that all names on your source are transcribed, preferably with
their titles, degrees, etc.
Verify that any titles, degrees, etc. in the CIP match your source
Verify that the author listed first is in 100
Remove all names not found on the title page from the SoR unless the
names appear elsewhere in or on the book (the cover, pages before the
title page; colophon page at the end); don't bracket names taken from
elsewhere in or on the book
If the CIP puts an editor in 100, move the editor name to 700; it's OK to
insert [edited by] in 245 ‡c
If the author or editor has an explicit relationship to the work on the title
page or primary source, but the CIP does not, transcribe the
relationship term (usually "by" or "edited by") and move the form part of
the phrase from 245 ‡b to 245 ‡c
5/21/2013
What to Do
(Belletristic)
38

RDA belletristic:
 Transcribe
all names & titles from the title page
 Transcribe any responsible persons or bodies
presented elsewhere in or on the cover
(inside/outside), pages preceding the t.p., verso
t.p. and the colophon
 Be aware of situations where the RDA application
differs from the AACR2 application, e.g. first
author is in 100 even if more than 3; the noun
phrase
5/21/2013
250 Edition Statements
39

On title page: Second edition
 AACR2:
250 __ ‡a 2nd ed.
 RDA: 250 __ ‡a Second edition.


Edition statement always ends with a period; if
the statement ends with an abbreviation, do not
add a second period (contra current RDA)
On title page: 2nd ed.
 AACR2:
250 __ ‡a 2nd ed.
 RDA: 250 __ ‡a 2nd ed.
5/21/2013
What to Do (250)
40




Acquisitions, Copy Cataloging: leave 250 as is
CIP: make sure the CIP 250 transcription
matches the book
Variant Edition: if using cataloging for an
earlier edition, & using RDA for the new
edition, remember to transcribe what you see
(no cataloger supplied abbreviations)
Belletristic cataloging: unlikely to be an issue,
but if it ever happens, transcribe what you see
5/21/2013
41
Publication statement
(264 was 260)
5/21/2013
RDA & MARC: 264
42



New MARC field. RDA records will use 264
instead of 260
264 _1 ‡a Berlin : ‡b DIRECTMEDIA
Publishing GmbH, ‡c 2001.
Until 264 was authorized, RDA records in the
early stages used 260
5/21/2013
RDA Details: 264 Indicators
43


RDA categories: Unpublished, Published,
Distributed, Manufacture (Printing or the
equivalent for other media)
264 categories are defined by the 2nd indicator:
264 _1 : Publication statement (the most common)
 264 _2 : Distribution
 264 _3 : Manufacture
 264 _4 : Copyright date
 264 _0 : Item is unpublished <do not apply to
reproductions of dissertations; limited to manuscript
cataloging>

5/21/2013
MARC 264 Changes from 260
44
260
264
No indicators
In addition to the publication
statement, includes
distribution, printing, and
copyright date.
Distribution is recorded
routinely
Copyright date is given as
c2013
5/21/2013
Transcribe What You See
45


RDA: transcribe publication, distribution etc. as
found on the source-- no abbreviations unless
they are present on the source
In AACR2, publication, distribution, etc. had rules
to determine what and what not to include in the
statement; the larger jurisdiction was abbreviated
Publisher name was given in the shortest form
possible: "Knopf" if the book had the publisher as
"Alfred A. Knopf"
 "Inc.," "Ltd" and other equivalents were generally not
recorded

5/21/2013
Place of Publication
46

Place of publication. The higher jurisdiction is not supplied if not
there [there is an option to supply the name in brackets], but the
larger jurisdiction must be transcribed as found if present

Only the first place of publication is needed

Title page and verso title page. London is in Ontario.
Yale in Canada Arts
Press Ltd
London and New
Haven Connecticut
©2010
5/21/2013
Place of Publication
47



Place of publication. Including the higher
jurisdiction if not there is optional, but the
larger jurisdiction must be transcribed if
present; supplied jurisdictions are not
abbreviated.
AACR2: 260 __ ‡a London [Ont.] ; ‡a New
Haven, Conn. : ‡b Yale in Canada Arts Press,
‡c c2010.
RDA: 264 _1 ‡a London [Ontario] : ‡b Yale in
Canada Arts Press Ltd, ‡c [2010]
5/21/2013
Date of Publication
48


The copyright date is not entered in 264 _1 ‡c
If the only available date is the copyright date,
current practice is to enter the copyright date
without the copyright symbol in brackets
 It
is not mandatory or necessary to create a
second 264 _4 to enter the copyright date if there
is a bracketed date in 264 _1 ‡c
 If the book has a publication date of 2013 but is
received in 2012, use the publication date on the
book
5/21/2013
No publ. date. Book
has:
LCPS
008
©2011
[2011]
s 2011
©2012 but bk rcvd 2011
[2012]
Optionally:
264 _1 … [2012]
264 _4 ©2012
s 2012
Optionally:
t
2012
2012
©2011 // 2011 printing
[2011]
s 2011
©2011 // 6th printing
2012
<preface: March 2011>
[2011]
<LCPS: add a 588 ‡a
s 2011
5/21/2013
Supplied Dates
Description based on 6th
printing 2012 . if considered
helpful.>
Distributed 2011
[2011]
s 2011
49
(RDA 1.9.2)
No Publ. Date or Copyright Date
RDA
008
If the inferred publication date is either
2013 or 2014 because the date of
publication is non-Gregorian
[2013 or 2014]
q 2013 2014
An interview with a survivor of Sept. 11,
cataloged in 2013; can’t tell if the interview
was at the time of the incident or later; if
the book was received in 2013--
[between 2001
and 2013?]
q 2001 2013
Dépôt légal 2004 oct.
[2004?]
s 2004
A memoir about the Summer Olympics of
1936 in Berlin; a gift item from the backlog
(receive date is unknown)
[not before 1936]
q 1931 uuuu
Received for cataloging in 2005
[not after 2005]
q uuuu 2005
5/21/2013
Beyond Copyright Dates
50
Bracketed Publication Information
51

If there is no information about a publication
statement element (264 _1 ‡a, ‡b, ‡c), RDA uses
the phrases given in the examples:
264 _1 ‡a [Place of publication not identified] : ‡b
Shoemaker Press, ‡c [date of publication not
identified]
 264 _1 ‡a New York : ‡b [publisher not identified], ‡c
[2013?]


Note that each subfield will have its own set of
brackets, NOT:

264 _1 ‡a New York : ‡b [publisher not identified, ‡c
2013?]
5/21/2013
264 _2, 264 _3
& [x … not identified]
52



If the "not identified" phrase is used, and there is a distributor
or printer, a 2nd or 3rd 264 field will be made:
 264 _1 ‡a New York : ‡b [publisher not identified], ‡c
[2013?]
 264 _2 ‡a New York : ‡b Warehouse Company, ‡c 2013.
If there is a "Distributed by" phrase, recording the phrase is
not necessary; the indicator will generate a Distributor label in
the public view
For dates, if identification is supplied in brackets, additional
264s are not made:
 264 _1 ‡a New York : ‡b Parker House, ‡c [2013]
 Do not make a 264 _2 for the distributor:
 264 _2 ‡a New York : ‡b Warehouse Company, ‡c 2013.
5/21/2013
What to Do
(Acquisitions, Copy Cataloging)
53

Generally accept publication statements in
fully cataloged RDA records as long as they
correctly identify what is being ordered,
received, or cataloged
 On
the positive side, the "transcribe what you
see" rule may improve identification
 On the negative side, problems in identification
could be caused due to RDA practices requiring
only the first place & publisher or the absence of
copyright date
5/21/2013
What to Do (CIP)
54


Use the guidelines to verify and edit
publication statements in RDA CIP records
Expect discrepancies:
 Different
initial place of publication if more than
one
 Incomplete publisher transcription, or the first
publisher name differs
 Different date of publication
5/21/2013
What to Do (Belletristic)
55



Use the guidelines to update publication statements in
in-process or minimal records
Use 264 _1; modify 260 __ to 264 _1
"Transcribe what you see" (including errors):



Verify, revise, or transcribe the first place of publication as
found in the book-- not as found on the in-process record
(and update 008 if necessary)
Transcribe the complete publisher name (including Inc.,
etc.); never supply abbreviations but transcribe any
abbreviations used in the book's title page
Avoid "[place/date] of publication not identified]" as much
as possible; for hard cases with dates, RDA may have
helpful guidelines; but RDA does not have the option to
use dashes to represent an unknown date span
5/21/2013
Voyager Problems w/264
56



All 264 fields display when an individual record
displays, either in staff or public views
Currently 264 does not display in browse
displays, either in staff or public views
The next update of Voyager hopefully will fix
the problem
5/21/2013
57
Supplied (NOT Transcribed)
MARC 300, 1xx, 240, 7xx, 8xx
5/21/2013
Transcribed vs. Supplied
58

MARC transcription fields include: 245, 250, 264, 490, and 5xx
when the information is quoted or transcribed (e.g. 505)




Basic principle: "Transcribe What You See"
If a word is abbreviated, transcribe it as abbreviated; if a word is not
abbreviated, do not abbreviate it (AACR2 required abbreviation of some
transcribed terms, see edition statements)
If a word or phrase is cataloger supplied (in brackets), follow RDA rules
MARC fields for supplied data include: 240, 3xx, 1xx, 7xx; also, for
non-quoted data: 5xx (e.g. 504 Includes bibliographical references
…)



Basic principle: how you record is based on RDA rules; usually the
information is supplied by the cataloger
Generally, abbreviations are written out (for the benefit of the noncataloging user)
In particular, do not use Latin abbreviations
5/21/2013
AACR2 Abbrev. vs RDA
59
MARC
AACR2
RDA
300
[150] p., ca. 100 p. of plates
150 unnumbered pages,
approximately 100 pages of plates
300
3 v.
3 volumes
300
1 v. (unpaged)
1 volume (unpaged)
300
ill. (some col.)
illustrations (some color) <or, (some
colour)>
300
58 min., 30 sec., sd., 4 3/4 in.
58 min., 30 sec., sound, 4 3/4 in.
490
Bd. 12 <book: Band XII>
Band XII <if it appears that way; 830
however: Bd. 12>
504
Includes bibliographical
references (p. 425-[432]).
Includes bibliographical references
(pages 425-432).
5/21/2013
300 cm
60

Many common terms are not abbreviated, but-

"cm" is not considered an abbreviation; use without a
period unless it is followed by a series
LC Policy: optional to enter subfield b
300 __ ‡a 31 pages : ‡b color illustrations ; ‡c 18 cm.
490 1_ ‡a Digitale Bibliothek
300 __ ‡a 31 pages : ‡b color illustrations ; ‡c 18 cm
No 490
5/21/2013
Accompanying Material
61

Accompanying material can be recorded:
With the primary material in a single 300 __ ‡a …. +
‡e … or,
 With 2 (or more) 300 fields
 Accompanying material can be recorded as a note, as
a last resort


Example:
300 __ ‡a 1 CD-ROM ; ‡c 4 3/4 in. + ‡e 1 booklet
 300 __ ‡a 1 CD-ROM ; ‡c 4 3/4 in.
300 __ ‡a 1 volume (unpaged) : ‡b chiefly color
illustrations ; ‡c 25 cm

5/21/2013
3xx -- GMD Replacement
62
•
245 04 The War of the Worlds ‡h [videorecording].
•
GMD [OBSOLETE: cannot add it as an option]





MARC 336-338 fields “replace” GMD; each field is
repeatable to account for media combinations
336 (content type)
337 (media type): not mandatory in the rules but
required by the PCC/LC policies
338 (carrier)
Currently do not display in Orbis; 336-338 fields
intended to generate labels or icons in the public
displays or to be used as facets (but generally not using
the standard terms)
5/21/2013
336 337 338 for a Book
63

An example of a 3xx set for a printed book, H.G. Wells'
The War of the Worlds:
336 __ ‡a text ‡2 rdacontent
 337 __ ‡a unmediated ‡2 rdamedia
 338 __ ‡a volume ‡2 rdacarrier
Content type: text: books have to be read; content type is how
the content of the work is expressed or communicated; you read
a text
Media Type: unmediated: whether a device is needed to access
the text; unless there are special circumstances, you do not
need a special device to read a text
Carrier Type: volume: how the text is materialized




5/21/2013
336 337 338 for a Video
64

An example of a 3xx set for a video of H.G. Wells'
War of the Worlds :






336 __ ‡a two-dimensional moving image ‡2 rdacontent
337 __ ‡a video ‡2 rdamedia
338 __ ‡a videodisc ‡2 rdacarrier
Content type: two-dimensional moving image: a movie or
video is expressed as a two-dimensional moving image
Media Type: video: in order to experience a video, you
require a video playing device
Carrier Type: videodisc: the specific type of playing device
5/21/2013
Authorized 3xx Terms
65


Terms used in ‡a in each of the 3xx fields are
from an authorized list in RDA; ‡2 for the
authorization list is also required
Link to Content Type (336) terms:
http://www.loc.gov/standards/valuelist/rdacontent.html

Link to Media Type (337) terms:
http://www.loc.gov/standards/valuelist/rdamedia.html

Link to Carrier Type (338) terms:
http://www.loc.gov/standards/valuelist/rdacarrier.html
5/21/2013
Video
66
AACR2
RDA
245 04 The war of the worlds
‡h [videorecording].
245 04 The War of the Worlds.
300 __ ‡a1 videodisc (85
min.) : ‡b sd., col. ; ‡c 4
3/4 in.
300 __ 1 DVD (85 min.) : ‡b sound,
color ; ‡c 4 3/4 in.
490 1_ ‡a Criterion collection
336 __ ‡a two-dimensional movingimage ‡2 rdacontent
337 __ ‡a video ‡2 rdamedia
338 __ ‡a videodisc ‡2 rdacarrier
490 1_ ‡a CRITERION Collection
5/21/2013
Application to Books
67
AACR2
RDA
100 1_ ‡a Wells, H. G. ‡q
(Herbert George), ‡d 18661946.
100 1_ ‡a Wells, H. G. ‡q (Herbert
George), ‡d 1866-1946, ‡e
author.
245 14 ‡a The war of the
worlds / ‡c by H.G. Wells.
245 14 The War of the Worlds / ‡c
by H.G. Wells.
250 __ 2nd rev. ed.
250 __ ‡a Second revised edition.
300 __ ‡a 268 p. : ‡b ill. ; ‡c
22 cm.
300 __ ‡a 268 pages : ‡b illustrations
; ‡c 22 cm
336 __ ‡a text ‡2 rdacontent
337 __ ‡a unmediated ‡2 rdamedia
338 __ ‡a volume ‡2 rdacarrier
5/21/2013
Accompanying Material
68


3xx fields can be repeated to bring out multiple
aspects of the resource
For example, in the following slide, we have a
printed book with an accompanying audio book
CD
Content type for the book: text
Content type for the accompanying CD: spoken word
 Media type for the book: unmediated
Media type for the CD: audio
 Carrier type for the book: volume
Carrier type for the CD: audio disc

5/21/2013
Application to Books
69
AACR2
RDA
100 1_ ‡a Wells, H. G. ‡q
(Herbert George), ‡d 18661946.
245 14 ‡a The war of the worlds
/ ‡c by H.G. Wells.
250 __ 2nd rev. ed.
300 __ ‡a 268 p. : ‡b ill. ; ‡c 22
cm. + 1 sound disc
500 __ ‡a Includes a recording
of the Orson Welles radio
play first broadcasted Oct.
30, 1938.
100 1_ ‡a Wells, H. G. ‡q (Herbert George),
‡d 1866-1946, ‡e author.
245 14 ‡a The War of the Worlds …
250 __ ‡a Second revised edition.
300 __ ‡a 268 pages : ‡b illustrations ; ‡c 22
cm
300 __ ‡a 1 CD-audio ; ‡c 4 3/4 in.
336 __ ‡a text ‡2 rdacontent
336 __ ‡a spoken word ‡2 rdacontent
337 __ ‡a unmediated ‡2 rdamedia
337 __ ‡a audio ‡2 rdamedia
338 __ ‡a volume ‡2 rdacarrier
338 __ ‡a audio disc ‡2 rdacarrier
5/21/2013
What to Do (336-338)
70
Acquisitions, Copy Cataloging. If the record is
coded as RDA, use a local macro for books to add
the 3xx fields (some libraries strip them off)
 Accompanying material:

A 2nd 300 and 3xxs for accompanying material are not
required
 As long as the catalog record has a 2nd 300, 300 +
$e, or a note, leave it as is
 Some 3xx records will have code subfields ($b) as
well as text subfields; leave them as is
 If accompanying material is not noted anywhere in the
record, consult with your supervisor

5/21/2013
NEW OCLC POLICY
71

Beginning March 31, catalogers updating AACR2 master
records will be able to:




add 336, 337, 338
use the spelled out forms of abbreviations
remove "[et al.]" & transcribe all authors or editors in records
coded as AACR2 where the rule of 3 has been applied
For these AACR2 hybrid records:




Do not add "‡e rda" to 040 automatically
Assume that a record without ‡e rda is AACR2 even if it contains
changes listed in bullet 1
If the record is AACR2, the cataloger cannot change the choice
of entry in the rule of 3 situation
The AACR2 ‡h in non-print records coded as AACR2 should be
retained (even if 336-338 are added)
5/21/2013
What to Do (3xx)
72



Acquisitions: ordering & receiving should not
be affected
Copy Cataloging: the presence of 336 &
spelled out abbreviations does not an RDA
record make
CIP, Belletristic (& Variant Edition if rda is to
be used for the variant edition cataloging
code): know your (non-)abbreviations! (&
remember that cm is not an abbreviation)
5/21/2013
490: Take What You See
73

Series 490 is transcription
 In
particular, volume captions are taken as found,
written out or abbreviated
 Volume numbers are transcribed as found
(including roman numerals)
 490 can have 2 ‡xs for ISSNS, one for the main
series & one for the subseries
 Reminder: no period after cm unless there is a
490
5/21/2013
830: Authorized Form Supplied
74

Series 830 is supplied not transcribed & is
determined by the Series Authority Record
 Volume
captions are abbreviated
 Numbering is arabic
 NEW: ISSN is entered in 830 as the last element
 MARS/BACKSTAGE will check & if necessary fix
the authorized elements in 830
5/21/2013
490/830 Example
(From MARC Format for Bibliographic Records)
75



490 1_ ‡a Lund studies in geography, ‡x
1400-1144 ; ‡v volume CI. ‡a Ser. B., Human
geography, ‡x 0076-1478 ; ‡v number 5
830 _0 ‡a Lund studies in geography, ‡n Ser.
B., ‡p Human geography ; ‡v no. 5. ‡x 00761478.
830 _0 ‡a Lund studies in geography ; ‡v v.
101. ‡x 1400-1144.
5/21/2013
What to Do (Series)
76


Ordering: nothing to do!
Receipt & Copy Cataloging: verify presence of
the series on the item if there is 490
 MARS/Backstage
will make an 830 if 490 0 or
update if the 830 deviates from the controlled
form, so don't enter an 830 manually if you only
have a 490 field

CIP: Verify that the series in 490 is on the
item; verify that a series on the item has been
transcribed in 490; update accordingly
5/21/2013
What to Do (Belletristic)
77


Transcribe series as found in 490 1_
Determine if there is a SAR
 Yes.
Use the SAR form for title, caption, &
number in 830; if there is an ISSN, remember to
enter it as the last subfield
 No. Consult with supervisor, especially if the
series has already been used on another record

In Orbis, search for SARs using Staff Title
5/21/2013
A Note about Notes
78


AACR2 follows a standard note order which
can be found in chapter 7
RDA has no prescribed note order; this is left
to the cataloger to decide
 In
some cases there might be a decision at
institution level, but Yale cataloging only specifies
that the 590 be the last note
 PCC-BSR requires 588 to be the last note (for
now, enter 590 after 588)
 LC practice follows MARC order
5/21/2013
More Notes about Notes
79

Generally, RDA does not require most notes
 Source
of title is still required if it is not from the
priority 1 source (books: no note if title page;
make a note if title source is the cover)
 Notes justifying main or added entries are not
required in RDA
 504 "Includes bibliographical references" notes
are optional for pcc; mandatory for LC; for 504
notes, do not use brackets for unnumbered pages
5/21/2013
What to Do? (Notes)
80




Acquisitions, Copy Cataloging of Member Copy, & Belletristic cataloging:
 Reminder: language of 300 and 5xx cataloger notes determines 040 ‡b,
which must be "eng;" if the source record was created by a non-English
cataloging agency, it is important to delete the 040 and 035 with the
OCLC ID number
In the majority of cases, you should not have to correct fully cataloged RDA
records by adding notes like "Includes bibliographical references [and
indexes]"; the previous slide indicates that many familiar notes will not be
mandatory
CIP: include the bibliographical references & index note(s)
CIP, variant edition, belletristic cataloging:
 RDA allows parallel titles and statement of responsibility to be taken
from anywhere within the resource without brackets; notes for these
elements not taken from the title page are not necessary
 Notes to justify access points are not necessary
5/21/2013
CONTENTS NOTES (MARC 505)
81

RDA "compilations" are:
Collections of works by a single author (or
collaborating authors)
 Collections of works by multiple authors


Contents notes should be made for compilations
An author's selected works (but not chapter titles of a
single work)
 Collections of conference papers by multiple authors
 Collections of short stories, short novels, or novels, by
multiple authors
 No limit on the number of entries ("unless
burdensome," e.g. a large anthology of poems)

5/21/2013
Multiparts & 588 Notes
82

Multipart instructions are similar to instructions for
serials
Make a Description based on note in field 588 if a part
issued later than the first part is the basis for
cataloging
 The 588 field is always the last note
 When the first part is received, recatalog on the basis
of the first part & delete the 588 note
 Follow the PCC guidelines for recording multiple
publication statements if the publisher changes in
midstream
 LC has ceased to record temporary information
(volumes held) in angle brackets in 300 ‡a

5/21/2013
What to Do? (505)
83



Acquisitions, Copy Cataloging of non-CIP: take
505 as found, assume the titles are recorded
correctly; if the 505 was enhanced with subfields,
leave subfields as is
CIP: Verify that the contents note matches the
TOC, edit if necessary
Belletristic: Only apply to collections by a single
author. OK to copy TOC information from the
publisher website; don't worry about ISBD
punctuation; limit 505 to single author
compilations
5/21/2013
84
Variant Editions
Including reproductions
5/21/2013
Variant Editions
85


Variant editions are a category within the larger
RDA/FRBR category manifestations that also includes
reproductions and reprints
Variant editions include:

Editions published by different publishers (but not reprint
editions, which are considered reproductions)




Example: 1st American edition published by Penguin, 2014;
1st UK edition published by Faber, 2014
Translations
Revised editions are in the category expressions, but
will be covered in this segment as well
Online e-books and/or digitized e-books are handled
differently, more like the AACR2 practice
5/21/2013
Example (Original Edition)
86
010
‡a 2008027577
020
‡a 9781412938648 (cloth)
040
‡a DLC ‡c DLC ‡d BTCTA ‡d BAKER ‡d DLC
050
0
100
1
245
1
0 ‡a HQ76.25 ‡b .M45 2010
‡a Meem, Deborah T. ‡q (Deborah Townsend), ‡d 19490 ‡a Finding out : ‡b an introduction to LGBT studies / ‡c Deborah T.
Meem, Michelle A. Gibson, Jonathan F. Alexander.
260
‡a Los Angeles : ‡b Sage, ‡c c2010.
300
‡a xv, 462 p. : ‡b ill. ; ‡c 26 cm.
504
‡a Includes bibliographical references and index.
650
0 ‡a Homosexuality ‡x History.
700
1
‡a Gibson, Michelle.
700
1
‡a Alexander, Jonathan, ‡d 19675/21/2013
Example (Second Edition)
87
020
‡a 9781452235288 (pbk.)
040
‡a CtY‡b eng ‡e rda ‡c CtY
050
4 ‡a HQ76.25 ‡b .M45 2014
100
1
245
1
250
‡a Meem, Deborah T. ‡q (Deborah Townsend), ‡d 1949- ‡e author.
0 ‡a Finding out : ‡b an introduction to LGBT studies / ‡c Michelle A.
Gibson, University of Cincinnati; Jonathan Alexander, University of
California, Irvine; Deborah T. Meem, University of Cincinnati.
‡a Second edition.
264
1 ‡a Thousand Oaks : ‡b Sage Publications, ‡c [2014]
300
‡a 500 pages : ‡b illustrations ; ‡c 26 cm
336
‡a text ‡2 rdacontent
337
0 ‡a unmediated ‡2 rdamedia
338
1
‡a volume ‡2 rdacarrier
700
1
‡a Gibson, Michelle, ‡e author.
5/21/2013
Reproductions (and Reprints)
88

RDA definition of reproductions encompasses
microform, photocopies (including photocopies
of dissertations), direct access electronic
carriers, and reprint editions
 RDA
definition includes online resources, but
PCC deviates with "Provider-Neutral" guidelines
applying to e-serials, e-books; PN could also be
applied to local digitization projects
5/21/2013
RDA Reproductions
89

For reproductions (excluding online), description
follows RDA rules; noteworthy:
Transcription fields follow current RDA; you can't
simply copy the original record description
 300 fields are for the reproduction being described,
not the original; no GMD; 336-338 required
 No 533 field for the reproduction is made
 775 or 776 linking field is made to show the
relationship to the original (non-pcc libraries may use
a note (but not 533) instead of the linking fields
 Reprint editions and microform reproductions are
handled the same way

5/21/2013
Example: Reprint (AACR2)
AACR2 R11
100
1
‡a Bowles, Thomas, ‡d 1694-1773.
245
1 0 ‡a Aristarchus, 1748.
260
‡a Menston : ‡b Scolar Press, ‡c 1970.
300
‡a [7], 266 p. ; ‡c 21 cm.
500
‡a Facsimile reprint of 1st edition, Oxford, Printed for the
author, 1748.
90
5/21/2013
Reprint (RDA LC/PCC)
LCPS 27.1.1.3 Carrier (volume) does not change; tag 775 R11
100
1
245
1 0 ‡a Aristarchus, 1748.
264
300
775
‡a Bowles, Thomas, ‡d 1694-1773, ‡e author.
1 ‡a Menston : ‡b Scolar Press, ‡c 1970.
‡a 7 unnumbered pages, 266 pages ; ‡c 21 cm
0 8 ‡i Reproduction of (manifestation): ‡a Bowles, Thomas,
1694-1773 ‡t Aristarchus ‡d Oxford ‡b [publisher not
identified], [1748] ‡h 7 unnumbered pages, 266 pages ; 21
cm
91
5/21/2013
Reproduction (AACR2)
AACR2 Microfilm Reproduction (LCRI/OCLC) R11
100
1
‡a Bowles, Thomas, ‡d 1694-1773.
245
1 0 ‡a Aristarchus, 1748 ‡h [microform].
260
‡a Menston : ‡b Scolar Press, ‡c 1970.
300
‡a [7], 266 p. ; ‡c 21 cm.
533
‡a Microfilm. ‡b Ann Arbor, Mich. : ‡c ProQuest, ‡d 2013.
‡e 1 microfilm reel ; 35 mm. ‡7 s2013 miun a
92
5/21/2013
Reproductions (Different Carrier)
RDA LC/PCC
LCPS 27.1.1.3 Carrier changes from original. Tag: 776 R11
100
1
‡a Bowles, Thomas, ‡d 1694-1773, ‡e author.
245
1 0 ‡a Aristarchus, 1748. <no ‡h microform>
264
1 ‡a Ann Arbor : ‡b ProQuest, ‡c 1998.
300
‡a 1 microfilm reel (7 unnumbered pages, 266 pages) ; ‡c
11 cm, 35 mm
336
‡a text ‡2 rdacontent <same as the original book>
337
‡a microform ‡2 rdamedia
338
‡a microfilm reel ‡2 rdacarrier
776
0 8 ‡i Reproduction of (manifestation): ‡a Bowles,Thomas,
1694-1773 ‡t Aristarchus, 1748 ‡d Oxford : ‡b [publisher
not identified], [1748] ‡h 7 unnumbered pages, 266 pages ;
21 cm ‡n Call number of original: PA2084.B6 1748
93
5/21/2013
Dissertations
94



When cataloging in RDA, except for the archival
"copy," consider all dissertations to be published:
photocopies and microfilm of theses from ProQuest
are published; all online dissertations are published
Use 264 _1 for a publication statement: the location of
the university, the printer or distributor, & the
university, the printer, or distributor as appropriate;
the date in brackets (usually based on the copyright
date)
In RDA, dissertations continue to be recorded in 502,
but without "Thesis" and with new subfields; use in
place of the 775/776
5/21/2013
Dissertation Example (Microfilm)
95
007 d_aub ___baca
100
1
245
1
264
‡a Fry, Nancy Mallet, ‡e author.
2 ‡a A Study of Play and Festivity in Literature : ‡b Four Essays /
‡c Nancy Mallett Fry.
1 ‡a [New Haven] : ‡b [Yale University, Department of English
Language and literature], ‡c [1975] <based on copyright date>
300
‡a 1 microfilm reel (300 leaves) ; ‡c 11 cm, 35 mm
336
‡a text ‡2 rdacontent
337
‡a microform ‡2 rdamedia
338
‡a microfilm reel ‡2 rdacarrier
502
‡b Ph. D. ‡c Yale University ‡d 1975
5/21/2013
What to Do
Full Cataloging of Reproductions & Reprints
96

Ordering & Receiving. Fully cataloged
reproductions (except online), reprints, & CIP:
 OK
to use for the order record
 OK to process upon receipt as an in-process
record (member copy)
 For e-books, look for a master record with
multiple aggregator links & use as the basis for
ordering
5/21/2013
What to Do
Using Variant Edition Records in Acquisitions
97

Acquisitions. Primarily ordering: If cataloging is
not found for the edition/reproduction to be
ordered or received, a record for a variant edition
or for the original of the reproduction may be used
as the basis for the order or in-process record,
but,
Be careful to delete all identifiers related to the variant
or the original: OCLC ID number (035), 040, 010
 Be careful to change the publication information & the
ISBN(s), replace with the publisher of the order item

5/21/2013
What to Do
Using a Record for an Online Resource
98

Acquisitions. If no record is found for your (print) item,
and variant edition copy is available in a different
medium, you may use the record as the basis of the
order/in-process record.



Besides removal of identifiers & replacement of
publication information, be careful to remove any media
elements such as 007 and the 300 field (if the source
record is for an online resource; generally retain 300 if the
source is microform); change the EL to level 5
For RDA records, replace the 336-338 with 336-338 for
your format (macros should be developed)
CAUTION: if ordering an online reproduction & a fully
cataloged source record for an online reproduction is
found, but with a different service provider, do not treat it
as a record for a separate online edition
5/21/2013
What to Do
… In Cataloging
99

Cataloging: After pre-catalog searching, if no
fully cataloged record is found for the edition or
reproduction in hand, the record should be
handled by staff with the equivalent of
belletristic training or higher who are familiar
with RDA description for reproductions
(Exception: online resources)
5/21/2013
What to Do
… In Preservation
100

Continue following current procedures until we
can put together more detailed guidelines for
print, microform, and digitized resources
5/21/2013
101
Access Points
Quick & Dirty
5/21/2013
Access Points (What's New)
102




For corporate names, RDA practice is to spell
out Department if it is spelled out in the source
Change in Bible headings & the Koran
Personal names: fuller form qualifier is only
used to break conflicts
Change in form and content for qualifier terms
when the conflict can't be broken by date or
fuller form
5/21/2013
Access Points
103
AACR2
RDA
Corporate names: "Dept." always
abbreviated
"Department/ Dept.": established form spelled
out if corporate body spells out; abbreviated if
the corporate body uses the abbreviation.
When in doubt, spell it out.
5/21/2013
Access Points (Bible)
104
AACR2
RDA
Old Testament (as a whole)
130 _0 ‡a Bible. ‡p O.T.
630 00 ‡a Bible. ‡p O.T. ‡x Criticism,
interpretation, etc.
Old Testament is not abbreviated:
130 _0 ‡a Bible. ‡p Old Testament.
630 00 ‡a Bible. ‡p Old Testament ‡x Criticism,
interpretation, etc.
Books of the Old Testament
130 _0 ‡a Bible. ‡p O.T. ‡p Isaiah. ‡l
Amharic.
630 00 ‡a Bible. ‡p O.T ‡p Isaiah. ‡x
Criticism, interpretation, etc.
"Old Testament "not used for individual books:
130 _0 ‡a Bible. ‡p Isaiah. ‡l Amharic.
New Testament (as a whole)
130 _0 ‡a Bible. ‡p N.T.
630 00 ‡a Bible. ‡p N.T. ‡x Criticism,
interpretation, etc.
New Testament is not abbreviated:
130 _0 ‡a Bible. ‡p New Testament.
630 00 ‡a Bible. ‡p New Testament ‡x Criticism,
interpretation, etc.
Books of the New Testament:
130 _0 ‡a Bible. ‡p N.T. ‡p Acts.
630 00 ‡a Bible. ‡p N.T. ‡p Acts ‡x
Criticism, interpretation, etc.
"New Testament" not used for individual books:
130 _0 ‡a Bible. ‡p Acts. ‡l Afrikaans.
630 00 ‡Bible. ‡p Acts ‡x Criticism, interpretation,
etc.
630 00 ‡a Bible. ‡p Isaiah. ‡x Criticism,
interpretation, etc.
5/21/2013
Access Points
(Qurʾān, Corporate Names & Series)
105
AACR2
RDA
130 _0 ‡a Koran. ‡l English &
Arabic.
130 _0 ‡a Qur’an. ‡l English. ‡f 2014.
730 02 ‡a Qur’an. ‡f 2014.
Series added entry (830)
--use standard abbreviations for part
captions (same ones used for 490)
--ISSN is not recorded
--use standard abbreviations for part captions
(compare w/490, where the captions are
transcribed as found)
--Include ISSN (‡x) as the last subfield
5/21/2013
Access Points (Personal Names)
106
AACR2
RDA
Personal name dates are always
included if readily available, even if
there is no conflict
The same in RDA
Personal name fuller form qualifier
used if there is an abbreviation in
the forename or middle name, even
if there is a date. (LCRI; earlier
version of RDA/LCPS) Fuller form
also used to break conflicts if no
date available.
Fuller form qualifier is only used to break a
conflict (if the b. date has already broken the
conflict, the fuller form qualifier would not be
used; if the unqualified name lacks a date but
does not conflict, the fuller form is not used in
the established heading). The LCPS allows for
deviation; headings that followed the earlier
practice will not be updated.
Terms of filiation (Henry James Jr.,
Henry James Sr., Henry James III)
are only used to break conflicts
Terms of filiation are required in RDA, even if
there is no conflict.
5/21/2013
Access Points (Personal Names)
107
AACR2
RDA
In the absence of dates & fuller
forms, conflicts can be broken by:
degrees (M.D.); terms of honor or
address (Sir); or profession (Printer).
In all cases, the qualifier must be
justified based on information from
the title page.
Conflicts cannot be broken by adding a
degree.
Conflicts cannot be broken by terms of honor
or address, but the rules are being revised to
allow this category to break conflicts, so you
may or may not see these used in future
authorized access points.
Occupations or professions can be used to
break conflicts; the information does not have
to be based on the title page.
Smith, Nicholas, ‡c poet <title page:
"by Nicholas Smith, Poet Laureate
1955.">
Smith, Nicholas, ‡c (Poet)
5/21/2013
What to Do
108


FYI for Acquisitions, Copy Cataloging, CIP
Belletristic & Variant Edition: Primarily if the
heading is new: if the record is coded as rda, care
should be taken to be sure all access points
without an authority record are in RDA form
Unless a personal name is no conflict, consult with
your supervisor
 For an unestablished name, if birth and/or death date
information is on the item, add in ‡d even if no
conflict, but consult with supervisor; do not routinely
add the ‡q to personal names
 If there is an authority record with a 667 note that the
heading requires review, consult with your supervisor

5/21/2013
109
Relationship Designators
5/21/2013
Relationship Designators (RDs)
110





Relationship designators are entered in MARC ‡e for
1xx, 7xx; used only with personal & corporate names;
‡e is repeatable
RDs use authorized terms to describe the function of
the person or the corporate body
LC practice is to make an RD only for the illustrator of
children's books but LC catalogers can add more
(their decision)
PCC practice is to make a ‡e for authors at a
minimum
Until there is further clarification (hopefully from PCC),
do not assign ‡e author to corporate names
5/21/2013
Relationship Designators: Examples
RDA Examples
100
1
‡a Pavel, Thomas G., ‡d 1941- ‡e author.
700
1
‡a Hawkins, Al, ǂe author. <for a co-author>
700
1
‡a McWilliams, Mary, ‡d 1954- ‡e editor of compilation.
700
1
‡a Good, Edwin M. ǂq (Edwin Marshall), ǂd 1928- ǂe
translator, ǂe writer of added commentary.
710
2
‡a Helsingin yliopisto. ǂb Physiology Institute, ǂe issuing
body.
111
5/21/2013
Relationship Designators
112
AACR2
RDA
Relationship designators limited to
music cataloging codes; LC also
used for illustrators of children's
books:
Although LC practice limits to illustrators of
children's books, PCC prefers relationship
designators for at least the creator (100, 700).
Designator terms must be from an authorized
list; generally RDA terms
700 1_ ‡a Pollini, Maurizio, ‡d 1942‡4 prf
LC: 700 1_ ‡a Sendak, Maurice, ‡e
ill.
LC: 700 1_ ‡a Sendak, Maurice, ‡e illustrator
PCC: 100 1_ ‡a Sendak, Maurice, ‡e author,
‡e illustrator
Leave out ‡e in author/title access points
5/21/2013
What to Do
113



Acquisitions, Copy Cataloging, & CIP: do not
delete ‡e subfields in 1xx or 7xx
Belletristic & Variant Edition cataloging: limit to
‡e author & ‡e translator
Variant Editions: do not assign ‡e author to
corporate names (including conferences)
5/21/2013
114
Uniform (Preferred) Titles
For Belletristic Cataloging
5/21/2013
Preferred & Conventional Collective Titles
115

May be encountered in belletristic & variant edition cataloging: title
by which a work is well-known







If the preferred title is the same as title on the item cataloged, a 240 is
not made. EXCEPTION for compilations.
Conventional collective titles (Works. Selections; Poems.
Selections); used for all compilations by a single author
Bilingual editions: in RDA you cannot have 2 languages in 240
"Works" & "Selections" will not include a date; "Selections" must be
preceded by a preferred or conventional title
All single author compilations must be assigned a conventional
collective title, even if the title is distinctive
Single author compilations are not restricted to belletristic authors;
watch out when cataloging variant editions
A title main entry conflict with either a serial or a monograph
requires a qualifier
5/21/2013
Access Points
(Dual Language Editions)
116
AACR2
RDA
Dual language editions: one uniform title
with both languages in ‡l.
Edition with more than two languages: ‡l
Polyglot
Dual and polyglot editions: separate entries for
each language. The added entries use 2 in the
second indicator.
100 1_ ‡a Kafka, Franz, ‡d 1883-1924.
240 10 ‡a Short stories. ‡l English &
German. ‡k Selections
245 10 ‡a Best short stories = ‡b Die
schönsten Erzählungen / ‡c Franz Kafka
; edited and translated by Stanley
Appelbaum.
100 1_ ‡a Kafka, Franz, ‡d 1883-1924, ‡a
author.
245 10 ‡a Best short stories = ‡b Die
schönsten Erzählungen / ‡c Franz Kafka ;
edited and translated by Stanley Appelbaum.
700 12 ‡a Kafka, Franz, ‡d 1883-1924. ‡t Short
stories. ‡k Selections. ‡l English.
700 12 ‡a Kafka, Franz, ‡d 1883-1924. ‡t
Short stories. ‡k Selections.
5/21/2013
Access Points
(Collections: Works, Selections)
117
AACR2
RDA
Complete works:
240 10 ‡a Works. ‡f <date>
Complete works:
240 10 ‡a Works. <No date>
100 1_‡a Smith, John, ‡d 1580-1631.
240 10 ‡a Works. ‡f 1983
245 14 ‡a The complete works of
Captain John Smith (1580-1631) / ‡c
edited by Philip L. Barbour.
100 1_‡a Smith, John, ‡d 1580-1631.
240 10 ‡a Works
245 14 ‡a The complete works of Captain
John Smith (1580-1631) / ‡c edited by
Philip L. Barbour.
Selected works:
240 10 ‡a Selections. ‡f <date>
Selected works:
240 10 ‡a Works. ‡k Selections <No
date>
100 1_ ‡a Downing, A. J. ‡q (Andrew
Jackson), ‡d 1815-1852.
240 10 ‡a Selections. ‡f 2012
245 10 ‡a Andrew Jackson Downing : ‡b
essential texts / ‡c edited by Robert
Twombly.
100 1_ ‡a Downing, A. J. ‡q (Andrew
Jackson), ‡d 1815-1852.
240 10 ‡a Works. ‡k Selections
245 10 ‡a Andrew Jackson Downing : ‡b
essential texts / ‡c edited by Robert
Twombly.
5/21/2013
Access Points
(Collections: Single Form, Complete)
118
AACR2
RDA
Complete works in one form:
240 10 ‡a <form>. ‡f <date>
Complete works in one form:
240 10 ‡a <form>. <No date>
100 1_‡a Shelley, Percy Bysshe, ‡d
1792-1822.
240 10 ‡a Poems. ‡f 2000
245 14 ‡a The complete poetry of Percy
Bysshe Shelley / ‡c edited by Donald H.
Reiman and Neil Fraistat.
100 1_‡a Shelley, Percy Bysshe, ‡d 17921822, ‡e author
240 10 ‡a Poems
245 14 ‡a The complete poetry of Percy
Bysshe Shelley / ‡c edited by Donald H.
Reiman and Neil Fraistat.
5/21/2013
Access Points
(Collections: Single Form, Selections, Generic Title)
119
AACR2
RDA
Selected works in a single form
(generic title)
240 10 ‡a <form>. ‡k Selections
Selected works in a single form (generic
title)
240 10 ‡a <form>. ‡k Selections
100 1_ ‡a Lawrence, D. H. ‡q (David
Herbert), ‡d 1885-1930.
240 10 ‡a Short stories. ‡k Selections
245 10 ‡a D.H. Lawrence ‡h [electronic
resource] : ‡b selected short stories / ‡c
[edited by] Andrew Harrison.
100 1_ ‡a Lawrence, D. H. ‡q (David
Herbert), ‡d 1885-1930, ‡e author
240 10 ‡a Short stories. ‡k Selections
245 10 ‡a D.H. Lawrence : ‡b selected
short stories / ‡c [edited by] Andrew
Harrison.
336 __ ‡a text ‡2 rdacontent
337 __ ‡a computer ‡2 rdamedia
338 __ ‡a online resource ‡2 rdacarrier
5/21/2013
Access Points
(Collections: Selections, Single Form, Non-Generic Title)
120
AACR2
RDA
Selected works in a single form, nongeneric title:
No 240
Selected works in a single form:
240 10 ‡a <form>. ‡k Selections <No
date>
100 1_‡a Haskell, Dennis, ‡d
1948245 10 ‡a Acts of defiance : ‡b
new and selected poems / ‡c
Dennis Haskell.
100 1_‡a Haskell, Dennis, ‡d
1948- , ‡e author
240 10 ‡a Poems. ‡k Selections
245 10 ‡a Acts of defiance : ‡b
new and selected poems / ‡c
Dennis Haskell.
5/21/2013
What to Do
121


CIP: the LC record coded as rda will usually have
a 240 or separate analytic added entries for
bilingual editions so it shouldn't be a problem
Belletristic & Variant Edition. Do the following but
consult with your supervisor
Remember that single person compilations always get
a 240, so add the 240 when appropriate
 For variant edition cataloging, compilations by a nonliterary authors get a 240; add when appropriate
 Variant edition cataloging: do not apply the
conventional collective title to title main entry records,
but if the title conflicts with another title--including a
monograph, check with your supervisor

5/21/2013
Fun Fact -- A Sherlock Holmes Novel
122

AACR2. Only real people can be used as headings
100 1_ ‡a Meyer, Nicholas, ‡d 1945245 10 ‡a The seven-per-cent solution : ‡b being a reprint from the
reminiscences of John H. Watson, M.D. / ‡c as edited by
Nicholas Meyer.
[no added entry]

RDA: Fictional entities (persons or families; not corporate
bodies) can be used as access points; not clear how this is
going to be expressed, so this is a guess:
100 1_ ‡a Watson, John H.
245 10 ‡a The seven-per-cent solution ‡b being a reprint from the
reminiscences of John H. Watson, M.D. / ‡c as edited by
Nicholas Meyer.
700 1_ ‡a Meyer, Nicholas, ‡d 19455/21/2013
123
Workflow
5/21/2013
Inconsistencies
124




Application of RDA is still a work in progress
Testing resulted in modification of RDA
applications used during the test
Expect inconsistencies of application; using
RDA will become more standardized as more
libraries get on the "Day One" express
Also: RDA allows much greater latitude for
cataloger judgment, another source of
inconsistencies
5/21/2013
OCLC
125




OCLC will not permit 2 master records in the database
where one is AACR2 and the other is RDA
OCLC: RDA original master records may be
contributed; AACR2 records already in WorldCat
cataloged as blank, 1, 4,8, I, or L can now be updated
to RDA (some flexibility for serials)
Minimal & Descriptive Rules i or blank records should
be updated/upgraded to RDA; once done, they cannot
be re-updated to AACR2 OCLC: if a record in
WorldCat is coded as RDA, do not update it to AACR2
Website: http://www.oclc.org/us/en/rda/about.htm
5/21/2013
OCLC After Day One
126

OCLC catalogers will be allowed to do the following to AACR2 records:




add relationship designators to the access points
add complete statement of responsibility in place of [et. al.]
spell out abbreviations in the non-transcription fields
add 336-338

Adding RDA information to an AACR2 record does not make it RDA, so do
not add 040 ‡e rda to a DescCat a or change the DescCat from a to i

OCLC has tentative plans to machine update legacy records




by updating abbreviations to written out form or the RDA alternative term
by adding fields 336-338 (GMD will be left in media records until 2016)
by removing the ‡h gmd from media bib records (but not until 2016)
by changing Bible headings, Koran, Dept., and other headings to RDA form
5/21/2013
What to Do
127




Keep the post-Day One OCLC guidelines in
mind
Don’t interpret RDA differences from AACR2
as errors
Don't interpret AACR2 records with RDA fields
as errors-- or as RDA records
Ask questions if you're confused (although the
answers may be confusing); it's really useful to
identify issues brought on by RDA
5/21/2013
Key Points
128







Many RDA records have begun to appear in OCLC
Know the 040/Leader configuration for RDA records
Once the record is identified as RDA, leave it as is
By March 31 2013, all LC cataloging will be RDA & all new or
updated NACO records will be RDA
In March, a big update to the national authority file will occur;
headings on bib records will not be affected, though OCLC
may do some updating in the future
"Transcribe what you see"--capitalization, statement of
responsibility, errors, no GMD
No abbreviations in 250 and 264: transcribe what you see;
significant reduction in supplied abbreviations (esp. Latin) in
300
5/21/2013
Key Points
129








No brackets used: for errors or for statement of responsibility in
245; for unnumbered pages & leaves in 300 & 504, for parallel titles
No rule of 3; expect big reduction in title main entry
Take parallel titles & SoRs from anywhere on the book
No copyright date in 264 _1; prefer bracketed publication date to
264 _4
New MARC fields: 264, 336, 337, 338, 775, 776
Notes of less importance; big exception: contents notes
Access points: more relationship designators (‡e); locally limit to ‡e
author, ‡e translator, different qualifiers, Bible, Dept., Koran;
uniform title for translations limited to one language; no date in
Works or Selections (Selections cannot be the 1st word in 240)
RDA brings significant changes in descriptive cataloging of variant
editions, including reproductions, that may affect workflow
5/21/2013
130
OCLC RDA Master Record
Numbers










On OCLC search #<number>
664274706 (sound recording)
587154084 (CIP by LC for book)
654315578 (LC -- some of the headings have RDA authority
records in OCLC -- not yet in LCDB)
668499427 (map)
667595615 (atlas)
668374705 (score)
667706568 (serial)
667724423 (video)
See Also PCC RDA examples:
http://www.loc.gov/catworkshop/RDA%20training%20material
s/SCT%20RDA%20Records%20TG/index.html
5/21/2013
RDA Toolkit
131




RDA is intended to be used online (unlike
AACR2)
Access via IP range; currently subscription
limits to 20 concurrent users
Under the Tools tab, the mapping of MARC to
RDA is very useful since the RDA organization
does not follow ISBD order--and doesn't have
an index
http://access.rdatoolkit.org/
5/21/2013
Learn More About-132






LC– full set of PPT training materials
http://www.loc.gov/catworkshop/RDA%20training%20
materials/LC%20RDA%20Training/LC%20RDA%20co
urse%20table.html
YUL Cataloging Tools & Resources-- RDA Section
(over 30 links)
http://www.library.yale.edu/cataloging/toolscataids.htm
Cataloging at Yale: AACR2/RDA Comparison for CIP:
http://www.library.yale.edu/cataloging/Orbis2Manual/C
IP1.htm (Links to parts 2 & 3 will be in this document)
5/21/2013
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