cataloguing with rda caslis, march 24, 2011, peterborough, on

CATALOGUING WITH RDA CASLIS, March 24, 2011, Peterborough, ON

User

Acknowledgments

Thomas Brenndorfer (Guelph Public Library)Tom Delsey (Former RDA editor)Chris Oliver (McGIll University)Pat Riva (BANQ)Adam Schiff (University of Washington)Margaret Stewart (Library & Archives Canada)Barbara Tillett (Library of Congress)

CALSIS | Grover | March 25, 2011

Cataloguing with RDA

International Cataloguing Principles (2009)

new concepts, terms, instructions, workflows

updated MARC tags, subfields and codes to accommodate RDA elements

Most of us will continue

to encode in MARC21 using a few new tags such as 336, 337, 338

to use ISBD punctuation, which is included in appendix D

What is new What is familiar


Int’l Cataloguing Principles (2009)

Convenience of the user descriptions and controlled forms of names for

access should be made with the user in mindRepresentation descriptions & forms of names should be based

on the way an entity describes itselfAccuracythe entity should be faithfully portrayed


ICP in RDA 1.2

The data should serve to differentiate be sufficient to help the user select an

appropriate resource reflect the resource’s representation of itself accurately correct or clarify ambiguous,

unintelligible, or misleading representations reflect common usage


2.8.1.4 and 2.20.7.3

reflect the resource’s representation of itself, while providing information to correct or clarify

260 $a Belfast500 $a Actually published in Dublin.


1.4 language & script

Transcribe elements in the language and script in which they appear

Alternative if an element listed cannot be recorded in the script used on the source, record it in a transliterated form.

Optional addition record an element in a transliterated form in addition to the form recorded in the script used on the source.


1.7 transcription

capitalize the first word of a title, the first word of a name … as applicable to the language involved

transcribe marks of punctuation as they appear

A.4 For titles with unusual capitalization, follow the capitalization of the title as found on the source of information


Transcribing titles proper

245 $a Trina’s gide to rock climbing

246 $i Corrected title: $a Trina’s guide to

rock climbing

Trina’s gide [sic] to rock climbing

Trina’s g[u]ide Trina’s gide

[i.e. guide]

RDA 1.7.9 and 2.3.1.4 AACR


RDA AACR2

element area

authorized access point heading

creator author, illustrator, etc.

preferred name for a person

personal name


RDA AACR2

preferred title + authorized access point for creator

main entry

preferred title + other information to differentiate

uniform title

collective title uniform titleCALSIS | Grover | March 25, 2011

RDA AACR2

variant access point See reference

authorized access point for related entity

See also reference

carrier description physical description

preferred sources (the sources for information have been expanded too)

chief source


Before you begin

Determine the mode of issuance

Choose the type of description Develop local policy for alternatives and

options, or decide to leave to the discretion of the individual cataloguer


1.1.3 Mode of issuance

monograph complete in one part or intended to be completed within a finite number of parts

multipart monograph issued in two or more parts (either simultaneously or successively) that is complete or intended to be completed within a finite number of parts

serial issued in successive parts, usually bearing numbering, no predetermined conclusion

integrating resource added to or changed by means of updates that do not remain discrete


1.5.1 type of description

comprehensivedescribe a single- or multi-part resource, serial,

integrating resource, assembled collection

analyticaldescribe a part contained within a larger resourcehierarchicaldescribe a resource consisting of 2 or more parts

using both comprehensive and analytical descriptions CALSIS | Grover | March 25, 2011

choices in RDA

elements beyond Core and Core if to include in local cataloguing

alternatives to do something different than instructed

optional omissions optional additions adherence to your local agency’s policies


choice of different approaches

3.4.5.3 when giving the extent of a resource consisting entirely of unnumbered pages, use one of the following

300 $a 93 unnumbered pages300 $a approximately 90 pages300 $a 1 volume (unpaged)


0.6 core elements

As a minimum, a resource description should include all the core elements that are applicable and readily ascertainable.

The description should also include any additional elements that are required in a particular case to differentiate the resource from one or more other resources.

The inclusion of other specific elements is discretionary.


1.3 core elements for manifestations and itemsTitle properStatement of

responsibilityEditionSerials numberingProduction (core if)Publication

Distribution, manufacture (core if)

Copyright dateSeriesIdentifierCarrier typeExtent


2.2.2 preferred sources

Use formally presented information on title page, cover, caption, masthead, colophon

Treat accompanying material and/or container such as a box in which a game or kit is issued, as part of the resource itself when describing the resource as a whole using a comprehensive description


2.2.4 other sources

take information from one of the following sources (in order of preference):

a) accompanying material (a leaflet, an "about" file)

b) a container that is not issued as part of the resource itself (a box, case made by the owner)

c) other published descriptions of the resource d) any other available source (a reference source)


2.3.1 title proper

Transcribe a title as it appears on the source of information and apply the general guidelines on transcription

Optional omission: abridge a long title only if it can be abridged without loss of essential information. Use a mark of omission (…) to indicate such an omission. Never omit any of the first five words


2.3.1.4 title proper

for monographs: transcribe as it appears245 $a Good faires of New York246 $i Title should read:

$a Good fairies of New York

for serials & integrating resources: correct obvious typographic errors, and make a note


2.3.4 other title information

do not supply, transcribe what you find, with an exception for cartographic resources and moving image resources

example map 245 $a Vegetation : $b [in Botswana] example moving image

245 $a Annie Hall : $b [trailer]


2.3.4.3 continuing resources

Record other title information appearing on the same source of information as the title proper

245 $a The Greenwood tree : $b newsletter of the Somerset and Dorset Family History Society

245 $a The purple purla newsletter without a subtitle on resource


2.3.3.3 parallel titles

transcribe as they appear can be taken from anywhere within the

resource record the titles in the order indicated by the

sequence, layout, or typography of the titles on the source or sources of information


2.4.2 statement of responsibilitySources that can be used are expanded, so that

only statements taken from outside the resource itself are enclosed in square brackets

2.4.2.2 Take SOR froma) the same source as the title proper b) another source within the resource itself c) one of the other sources of information specified under 2.2.4 CALSIS | Grover | March 25, 2011

2.4.1.4 statement of responsibility

Transcribe a statement of responsibility in the form in which it appears on the source of information

$c created by the fourth grade class of Washington Elementary School, Berkeley, CA

option: abridge without loss of essential information$c sponsored by the Library AssociationSource of information reads: sponsored by the

Library Association (founded 1877)CALSIS | Grover | March 25, 2011

2.4.1.5

Record a statement naming more than one person, family or corporate body as a single statement regardless of whether the persons, etc., named perform the same or different functions

$c by J. David Hulchanski, Philipa Campsie, Shirley B.Y. Chau, Stephen W. Hwang, Emily Paradis, general editors.


2.4.1.5

optional omission: If a single statement of responsibility names more than three persons, etc., performing the same function or with the same degree of responsibility, omit all but the first of each group … indicate the omission by summarizing … indicate that the summary was taken from a source outside the resource itself

$c by J. David Hulchanski [and four others]


2.4.1.8 noun phrases in SOR

treat the noun or noun phrase that occurs with a statement of responsibility as part of the statement of responsibility

245 $a Characters from Dickens / $c dramatised adaptations by Barry Campbell245 $a The girl who fell from the sky / $c a

novel by Heidi W. Durrow


2.5.1 edition

transcribe an edition statement as it appears on the source of information.

apply the general guidelines on transcription given under 1.7 (transcription)

B.4 : for transcribed elements, use only those abbreviations found in the sources of information for the element

250 $a Canadian edition250 $a Northern ed.


2.6 serials numbering

Record numbers expressed as numerals or as words applying the general guidelines given under 1.8 : transcribe in the form in which they appear

Exception : Substitute a slash for a hyphen, as necessary, for clarity

when describing a serial that has ceased publication, record the numbering for the last issue or part


2.7 production statement

a statement identifying the place & producer & date(s) of production of a resource in an unpublished form ; includes statements relating to the inscription, fabrication, construction, etc.

2.7.6.6 if the date or an approximate date of production for an unpublished resource cannot reasonably be determined, use

$c date of production not identified


2.8 publication statement

transcribe places of publication and publishers' names in the form in which they appear on the source of information. Apply the general guidelines on transcription given under 1.7

optional omission : omit levels in a corporate hierarchy that are not required to identify the publisher. Do not use a mark of omission (…) to indicate this has been done


2.8.2 place of publication

include what is presented on the source record more than one place in the order indicated

on the source, only 1st is required if place is not identified anywhere on the resource

but known, supply it in square brackets if place is uncertain, include a question mark if neither a known nor a probable place of

publication can be determined, use Place of publication not identified


2.8.4 publisher’s name

transcribe publishers' names in the form in which they appear, optionally omit levels in a corporate hierarchy that are not required to identify the publisher

if the name as transcribed is known to be fictitious, or requires clarification, make a note giving the actual name

if more than one is named, record in the order indicated by the sequence, layout, or typography of the names on the source but only 1st is core


2.8.6 date of publication

record as it appears if the date as it appears in the resource is known to be

fictitious or incorrect, make a note giving the actual date (see 2.20.7.3)

if date is not found anywhere on the resource but known, supply it in square brackets

if date is uncertain, include a question mark if neither a known nor a probable place of publication can be

determined, use date of publication not identified


examples of publication statementsElements get their own square brackets

260 $a [London] : $b [Phipps], $c [1870]260 $a Duncan, British Columbia : $b [Eaglecrest Books], $c [2008].

do not add Latin abbreviations260 $a [Place of publication not identified] :

$b [publisher not identified], $c [2020], c2010.


core if!

production is core for unpublished resources publication is core for published resources distribution is core if publication is not given manufacturer is core if neither distribution or

publication is given

© does not substitute for a publication date

Copyright date is a core element if neither the date of publication nor the date of distribution is identified


2.12 series statement

transcribe the series title as it appears on the source of information, apply the general guidelines on transcription given under 1.7

record the numbering as it appears on the source of information, Apply the general guidelines on transcription given under 1.7 and the general guidelines on numbers expressed as numerals or as words given under 1.8


2.15 identifier

take identifiers for the manifestation from any source

if the identifier is one for which there is a prescribed display format (e.g., ISBN, ISSN, URN), record it in accordance with that format

if there is no prescribed display format for the identifier, record it as it appears on the source and precede it with a trade name or the name of the agency responsible for assigning it if available


3.3 carrier type

select from a controlled list of terms reflecting 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

use evidence presented by the resource itself (including accompanying material or container) plus take additional evidence from any source

record as many terms as are applicable to the resource being described


3.4 extent

give the number of units and an appropriate term for the type of carrier as listed under 3.3.1.3

record the term in the singular or plural, as applicable. For instructions on using other terms to designate the type of unit see 3.4.1.5

if the resource consists of more than one type of carrier, record the number of each applicable type. Specify the number of subunits, if applicable, as instructed under 3.4.1.7–3.4.1.9


3.4.1.5 other terms for carriers

use a term in common usage, including a trade name, if applicablea) if the carrier is in a newly developed format that is not yet covered in the listb) if none of the terms listed is appropriate, orc) as an alternative to a term listed under 3.3.1.3, if preferred by the agency preparing the description.

audio disc or CDcomputer disc or CD-ROM, DVD-ROMvideodisc or DVD, Blue-Ray


RDA 3.4 extent and 7.15

Extent is core element if the resource is complete or if the total extent is known

300 $a xvii, 323 pages : $b illustrations300 $a 93 unnumbered pages : $b chiefly

illustrations300 $a approximately 90 pages : $b maps (some

colour)300 $a 1 volume (unpaged)


Extent for a print book

300 $a 153 pages : $b illustrations ; $c 22 cm.

336 $a text $2 rdacontent

337 $a unmediated $2 rdamedia

338 $a volume $2 rdacarrier


7.15 illustrative Content

if the resource contains illustrative content, record illustration or illustrations, as appropriate

tables containing only words and/or numbers are not considered as illustrative content

disregard illustrated title pages and minor illustrations

include details of the illustrative content if they are considered to be important for identification or selection.


3 new elements

general material designations in subfield $h have been replaced by 3 new variable fields

336 Content Type (RDA 6.9)

337 Media Type (RDA 3.2)

338 Carrier Type (RDA 3.3) CALSIS | Grover | March 25, 2011

subfields in 336, 337, 338

$a - content/media/carrier type term (R)

$b - content/media/carrier type code (R)

$2 - Source (NR)


RDA 6.9 Content Type, tag 336

the fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived spoken word text computer program


RDA 3.2 Media Type, tag 337

a categorization reflecting the general type of intermediation device required to view, play, run, etc., the content of a resource audio unmediated computer


RDA 3.3 Carrier Type, tag 338

a categorization reflecting the format of the storage medium and housing of a carrier

audio disc volume online resource


The motion picture

245 $a Come, thou tortoise / $c screenplay and direction by Jessica Grant.

336 $a two-dimensional moving image $2 rdacontent337 $a video $2 rdamedia338 $a videodisc $2 rdacarrier


The printed book

245 $a Come, thou tortoise / $c by Jessica Grant.

336 $a text $2 rdacontent

337 $a unmediated $2 rdamedia

338 $a volume $2 rdacarrier


Example PDF document

300 $a 1 online resource (ix, 120 pages) : $b illustrations (colour)

336 $a text $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier

Source: Tillett 2010


Website with maps and photos

300 $a 1 online resource336 $a text $2 rdacontent 336 $a cartographic image $2 rdacontent 336 $a still image $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier

Source: Tillett 2010


relationships


types of relationships

Use relationship designators to indicate the specific nature of relationships

between works, expressions, manifestations, and items

see appendix J between a resource and persons, families, and

corporate bodies associated withsee appendix I


Relate a person to a resource

RDA 18.4 gives 2 methods Authorized access point Identifier

Use appendix I to indicate the specific nature of relationships between a resource and persons, families, and corporate bodies associated with that resource … at the level of specificity that is considered appropriate


Welcome back subfield $e

100 $a Blais, Marie-Claire, $d 1939- $e author240 $a Belle bête. $l English 245 $a Mad shadows / $ cMarie-Claire Blais ;

translated from the French by Merloyd Lawrence.

700 $a Lawrence, Merloyd, $e translator


2.4.1.5 & 6.27.1.3 & 19.2.1.3

100 $a Hulchanski, John David. $e editor245 $a Finding home : $b policy options for

addressing homelessness in Canada / $c J. David Hulchanski, Philipa Campsie, Shirley B.Y. Chau, Stephen W. Hwang, Emily Paradis, general editors.

700 $a Campsie, Philippa, $e editor700 $a Chau, Shirley B.Y., $e editor700 $a Hwang, Stephen, $e editor700 $a Paradis, Emily, $e editor


Relate one resource to another

RDA 24.4 gives 3 methods to show a relationship between resources

method 1 : identifier

020 $a 9781741461633 ISBN for a related manifestation



RDA 24.4 method 2

Authorized access point245 $a Ten things I hate about you700 $i parody of (work) $a Shakespeare, William, $d 1564–

1616. $t Taming of the shrew



RDA 24.4 method 3Description, structured or unstructured

500 $a Facsimile of: 2nd edition, revised. — London : Routledge.

500 $a Activities are based on the book How the brain learns, by David A. Sousa, 3rd edition, 2006.


Attributes of persons

046 special coded dates370 associated place371 address372 field of activity373 affiliation374 occupation375 gender377 associated language


RDA Appendix K lists possible relationships between persons, families and corporate bodies, e.g., employee, sponsor, descendant family, employer, predecessor.

MARC subfield $i added to 4XX and 5XX Authority is also used to specify these types of relationships.


Attributes of corporate bodies

046 special coded dates370 associated place371 address372 field of activity377 associated language


19.2.1.3 recording Creators

Kermit, the Frog

Authorized access point representing the creator for

Before you leap: a frog’s-eye view of life’s greatest lessons / by Kermit the Frog


recording Families as creators

Austen (Family : Austen, Jane, 1775–1817)

authorized access point representing the creator for published collection of family papers

Austen papers, 1704–1856 / edited by R.A. Austen-Leigh.


summary of changes

Do not create or introduce abbreviations No instructions to use Latin abbreviations “Take what you see” principle of transcription

means we now transcribe inaccuracies, add a note if warranted

No more GMDs No more rule of 3 Make the relationships between entities

clear(er)CALSIS | Grover | March 25, 2011

summary of changes - 2

Publication date is core for published resources, so a date or probable date or “date of publication not identified” must always be present

Copyright date is a separate element in RDA and is not a substitute for a publication date. Copyright date is a core element if neither the date of publication nor the date of distribution is identified; may use as inferred publication date

If more than one place of pub’n or publisher’s name appears, only the first recorded is required.


… using the MARC record is a step backward, since it cannot accommodate key RDA concepts like FRBR entities and relationships

--Karen Coyle’s post to RDA-L 8/31/10


One change to the leader

MARC records containing RDA descriptions will have leader/18 = i indicating ISBD punctuation is present

--redefined codes for this byte

leader/06 Type of record will continue to contain the code for primary content


040 Cataloging Source

$b language of cataloguing (NR)$e description conventions (R)

040 $a DLC $b eng $c DLC $e rda040 $a CaOTR $b fre $c CaOTR $e rda


RMWG working principles

MARC21 must remain neutral and flexible as to which types of records, fields and subfields map to which

FRBR entities database designChanges to support the granularity of RDA data are based on

an assessment of the benefits for end-users, and cost implications

http://www.loc.gov/marc/RDAinMARC29.html


RDA records

In LC’s catalogue http://catalog.loc.govGo to basic searchSearch text: 040e rdaSearch type: expert search

LCCN Permalink: http://lccn.loc.gov/2011280006LCCN Permalink: http://lccn.loc.gov/2010586671


Questions?

Trina [email protected]

RDA in Canada wikihttp://rdaincanada.wikispaces.com


cataloguing with rda caslis, march 24, 2011, peterborough, on

Documents

familiar calsis grover

portrayed calsis grover

aacr calsis grover

chief source calsis

common usage calsis

corrected title

rda elements

rock climbing trinas