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Descriptive Cataloging Using RDA Other Elements of Manifestations and Items Describing Carriers Describing Content Cooperative and Instructional Programs Division Library of Congress 2014 Module 5 1

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Descriptive CatalogingUsing RDA

Other Elements of Manifestationsand Items

Describing CarriersDescribing Content

Cooperative and Instructional Programs DivisionLibrary of Congress

2014

Module 5

1

2

Acknowledgements

This course is the result of collaboration between Tim Carlton, Cooperative and Instructional

Programs Division, Library of Congress Ingrid Hsieh-Yee, Ph. D., Dept. of Library &

Information Science, Catholic University of America

It has been adapted from training developed by Barbara Tillett and Judith Kuhagen, Library of Congress Policy and Standards Division, and other Library of Congress staff

COIN gratefully acknowledges PSD’s permission to adapt the material for the present purpose

3

About This Material

This training material has been created for a primary audience of Library of Congress staff.

Other audiences are welcome to adapt and utilize it as they see fit. However, it should be understood that it reflects LC policies, and should not be interpreted to either prohibit or require specific practices for other libraries or organizations.

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Learning Objectives

o Follow-up on Manifestationso Other Elements of Manifestations and

Itemo Describing Carrierso Describing Content

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Unit 1: Follow-up on Manifestations

o Discussion of Exercise 1

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Discussion of Exercise 1

o Emphasis on “LC Core” elementso Discuss ‘cataloger judgment’ to make

other decisions

Unit 1: Other Elements of Manifestations and Items

Where are the Instructions? Terms of availability Contact information Restrictions on access Restrictions on use Uniform Resource Locator Other characteristics

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Where are the Instructions?

Chapter 4: Providing Acquisition and Access Information

The elements covered include those used to obtain or access a resource Availability Contacts Restrictions

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Terms of Availability(4.2)

Scope = “the conditions under which the publisher, distributor, etc., will normally supply a resource or the price of a resource” Price, or Other terms, if not for sale

£6.99/$11.99 Free to students of the college

But … LC-PCC PS 4.2.1.3: “Generally do not provide prices or other

availability information” MARC 020 $c

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Contact Information(4.3)

Scope = “information about an organization, etc., from which a resource may be obtained”

Record contact information for a publisher, distributor, etc., if considered to be important for acquisition or access

Examples http://www.HaworthPress.com Alabama Department of Archives and History.624 Washington Avenue, Montgomery, AL 36130-0100

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Restrictions on Access(4.4)

Scope = “limitations placed on access to a resource”

Record as specifically as possible; include the nature and duration of the restriction.

The absence of restrictions may be noted if considered to be important Access restricted to subscribers via username and password or IP address authentication

MARC 50611

Restrictions on Use(4.5)

CORE ELEMENT for LC The core requirement is generally limited to

the non-General Collections at LC

Scope = “limitations placed on uses such as reproduction, publication, exhibition, etc.”

Record as specifically as possible; include the nature and duration of the restriction. This film is restricted to classroom use

MARC 54012

Uniform Resource Locator(4.6)

CORE ELEMENT for LC Scope = “the address of a remote

access resource” LC-PCC PS 4.6.1.3 – “If there is more

than one Uniform Resource Locator for the resource, record all” http://hdl.loc.gov/loc.rbc/jeff.16823

MARC 856

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Other Characteristics

Sound resources (3.16) Moving image resources (3.17, 3.18) Electronic resources (digital files)

(3.19) Cartographic resources (3.11, 3.19,

7.4, 7.25, 7.26) Music resources (7.13, 7.20, 7.21)

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Unit 3: Describing Carriers

Where are the Instructions? Content, Media, and Carrier Types Extent Dimensions

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Where are the Instructions?

o Chapter 3: Describing Carrierso Chapter 6: Identifying Works and

Expressions o We will not discuss specific elements

for special formats (films, maps, etc.)o Numerous examples in RDA and in

MARC documentationo Primary focus on: LC core elements

User task: Select16

Content, Media, and Carrier Types

Three RDA elements Content type RDA 6.9 MARC

336 Media type RDA 3.2 MARC

337 Carrier type RDA 3.3 MARC

338

Content relates to Expression Section 2, Chapter 6

Media/Carrier relate to Manifestation Section 1, Chapter 3 17

Content, Media, and Carrier Types –Structure for Recording

In each of the MARC fields for these elements (336-338): $a [term] $b [code] $2 rdacontent or

rdamedia orrdacarrier

$3 materials specified - give if appropriate

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Content, Media, and Carrier Types –Controlled Vocabularies

Closed lists 6.9.1.3 3.2.1.3 3.3.1.3

If more than one term is appropriate, two choices: Pick the term representing the predominant

or most substantial content/media/carrier Give all: repeat field

If no term is appropriate: record “other” and notify the LC Policy and

Standards Division 19

Content Type(6.9)

CORE ELEMENT Scope = “ … the fundamental form of

communication in which the content is expressed and the human sense through which it is intended to be perceived”

Terms from Table 6.1 MARC 336

Examples: performed musicstill imagetext

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Media Type(3.2)

CORE ELEMENT for LC/PCC Scope = “… the general type of

intermediation device required to view, play, run, etc., the content of a resource”

Terms from Table 3.1 MARC 337

Examples: audiocomputermicroformunmediated 21

Carrier Type(3.3)

CORE ELEMENT “ … the format of the storage medium

and housing of a carrier in combination with the type of intermediation device required … ”

Terms listed in 3.3.1.3 MARC 338

Examples: audio disccomputer discmicrofichevolumevideodisc 22

MARC 336 - 338 Fields –Example

For a book:

336 $a text $2 rdacontent337 $a unmediated $2 rdamedia338 $a volume $2 rdacarrier

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MARC 336 - 338 Fields –Use of Voyager Templates

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Extent(3.4)

CORE IF the resource is complete or the total extent is known

Scope = “The number and type of units and/or subunits making up a resource” Unit = e.g., a volume Subunit = e.g., a page of a volume

Sources: evidence presented by the resource itself

MARC 300 $a25

Extent of Text (3.4.5)

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Extent of Text –Single Volume with Numbered Pages (3.4.5.2)

Record the extent in terms of pages, leaves, or columns, as appropriate

If the volume consists of multiple sequences, record each sequence

Record the last numbered page, leaf, or column in each sequence and follow it with the appropriate term

327 pages321 leavesxvii, 323 pages27 pages, 300 leaves

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Record without abbreviations

Extent of Text –Single Volume with Unnumbered Pages (3.4.5.3)

Use one of the following methods: a) Record the exact number of pages, leaves,

or columns, if readily ascertainable93 unnumbered pages

b) If the number is not readily ascertainable, record an estimated number of pagesapproximately 600 pages

c) Record 1 volume (unpaged)1 volume (unpaged)

LC-PCC PS: usually follow method c)28

Extent of Text –Complicated or Irregular Paging (3.4.5.8)

Use one of the following methods:a) Record the total number of pages [etc.] …

followed by “in various pagings”, [etc.]1000 pages in various pagings

b) Record the number of pages [etc.] in the main sequences … and add the total number of the remaining variously numbered or unnumbered sequences560, 223 pages, 217 variously numbered pages

c) Record 1 volume (various pagings)I volume (various pagings)

LC-PCC PS: usually follow method c)29

Extent of Text –Leaves or Pages of Plates (3.4.5.9)

Plate = “A leaf containing illustrative content, with or without explanatory text, that does not form part of either the preliminary or the main sequence of pages or leaves”

“If the leaves or pages of plates in a resource are not included in the numbering for a sequence … record the number of leaves or pages of plates at the end of the sequence … ” whether the plates are found together or distributed

throughout the resource

246 pages, 32 pages of plates

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Dimensions(3.5)

CORE ELEMENT for LC for resources other than serials and online electronic resources

Scope = “Measurements of the carrier or carriers and/or the container”

Unless instructed otherwise, record in centimeters rounded up to the next whole centimeter and use the metric symbol cm

MARC 300 $c

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Dimensions –Selected Specific Carriers

Volumes (3.5.1.4.14) Record the height of the volume

22 cm

If the volume measures less than 10 centimeters, record the height in millimeters and use the metric symbol mm75 mm

If the width of the volume is either less than half the height or greater than the height, record the height × width20 × 8 cm

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Dimensions –Selected Specific Carriers

Cassettes (3.5.1.4.3) Separate instructions for Audiocassettes,

Computer cassettes, Film and videocassettes, etc.

Discs (3.5.1.4.4) Record the diameter of discs in inches

Microfiches (3.5.1.4.7) Record the height × width of the fiche

Reels (3.5.1.4.9) Separate instructions for different types

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Dimensions –Examples for Carriers Other Than Volumes

16 mm (film/videocassette)

12 in. (disc)

25 × 35 cm (map)

35 mm (microfilm)

11 × 15 cm (microfiche)

5 × 5 cm (photographic slide)

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MARC 300$a, 336 - 338 –Examples

On this slide and the next several slides are examples showing: Extent (300 $a) Content Type (336) Media Type (337) Carrier Type (338)

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MARC 300$a, 336 – 338 –Examples

Book300 $a 123 pages, 28 unnumbered pages336 $a text $b txt $2 rdacontent337 $a unmediated $b n $2 rdamedia338 $a volume $b nc $2 rdacarrier

Music CD300 $a 1 audio disc {or: 1 CD}336 $a performed music $2 rdacontent337 $a audio $2 rdamedia338 $a audio disc $2 rdacarrier

Remember that $b is optional

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MARC 300$a, 336 - 338 –Examples

DVD300 $a 1 DVD {or: 1 videodisc}336 $a two-dimensional moving image $2 rdacontent337 $a video $2 rdamedia338 $a videodisc $2 rdacarrier

Online PDF300 $a 1 online resource (39 pages)336 $a text $2 rdacontent337 $a computer $2 rdamedia338 $a online resource $2 rdacarrier

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MARC 300$a, 336 - 338 –Examples

Website (with maps, text, and photographs)300 $a 1 online resource336 $a text $2 rdacontent336 $a cartographic image $2 rdacontent336 $a still image $2 rdacontent337 $a computer $2 rdamedia338 $a online resource $2 rdacarrier

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Oral history CD:300 $a 1 CD336 $a spoken word $2

rdacontent337 $a audio $2 rdamedia338 $a audio disc $2 rdacarrier

MARC 300$a, 336 - 338 –Examples

Approach 1 – 300 $e 300 $a 244 pages ... + $e 1 CD336 $3 book $a text $2 rdacontent336 $3 CD $a spoken word $2 rdacontent337 $3 book $a unmediated $2 rdamedia337 $3 CD $a audio $2 rdamedia338 $3 book $a volume $2 rdacarrier338 $3 CD $ audio disc $2 rdacarrier

Approach 2 - Instead of $e, repeat 300 field300 $a 244 pages ...300 $a 1 CD ...

Approach 3 - Instead of $e, provide a note500 $a Accompanied by a CD.

* The use of $3 in the 336-338 fields is optional 39

Book with accompanying CD of lecture

MARC 300$a, 336 - 338 –Examples

Score:300 $a 1 vocal score (xii, 300 pages)336 $a notated music $2 rdacontent337 $a unmediated $2 rdamedia338 $a volume $2 rdacarrier

Map:300 $a 1 map336 $a cartographic image $2 rdacontent337 $a unmediated $2 rdamedia338 $a sheet $2 rdacarrier

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Exercise on Carriers

Exercise #2 Describing Carriers

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Unit 4: Describing Content

Content Recorded in the MARC 300 Field

General Guidelines on Describing Content

Content -- Attributes of the Work Content -- Attributes of the Expression

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Content Recordedin the MARC 300 Field

Because these elements are related to content, they are covered in RDA Chapter 7, not Chapter 3 Duration (7.22) Illustrative Content (7.15) Colour Content (7.17)

300 field is a mix of carrier data and content data

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Content – 300 FieldDuration (7.22)

CORE ELEMENT for LC Scope = “Playing time, running time,

etc., of the content of a resource” If stated on the resource, readily

ascertainable, or can be approximated Use abbreviations per RDA App. B.5.3

MARC 300 $a

300 $a 1 audio disc (45 min.)300 $a 1 DVD (2 hr., 15 min.)

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Content – 300 Field Illustrative Content (7.15)

CORE ELEMENT for LC for resources intended for children

Scope = “content designed to illustrate the primary content of a resource”

Take from any source Record illustration or illustrations

LC “generally” does not follow the alternative to record specific terms (e.g., charts, maps, portraits, forms, plans, etc.)

MARC 300 $b and 008/1845

Content – 300 Field Illustrative Content

Do not use abbreviations illustrations (not “ill.”)color (not “col.”)sound (not “sd.”)silent (not “si.”)

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Content – 300 fieldColour Content (7.17)

Scope = “the presence of colour, tone, etc. in the content”

Take from the resource itself “other than black and white or shades of

grey” LC-PCC PS 7.17.1.3: use spelling “color”

MARC 300 $bcolor (illustrations are in color) some color (some of the illustrations are in color)

chiefly color (most of the illustrations are in color)

General Guidelines onDescribing Content

RDA Chapter 7 Sources

Take information used to describe content from the resource itself

In certain cases the information may be taken from sources outside the resource

Divided into Attributes of the Work and Attributes of the Expression This distinction is not always intuitive, but

it is clearly delineated in the Toolkit

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Content –Attributes of the Work

7.2 – 7.9 Delineated by legend in RDA Toolkit:

Attributes of the Work

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Content -- Attributes of the WorkNature of the Content (7.2)

Scope = “the specific character of the primary content of a resource”

Record if considered important for identification or selection

MARC 500, and 008/24 as applicable

Singspiel in two actsCross-cultural survey

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Content -- Attributes of the Work Coverage of the Content (7.3)

Scope = “the chronological or geographic coverage of the content of a resource”

Record if considered important for identification or selection

MARC 500 or 522

Based on 1981 statistics Shows all of western Europe and

some of eastern Europe

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Content -- Attributes of the Work Coordinates of Cartographic Content (7.4)

CORE ELEMENT for LC for longitude and latitude

Scope = “a mathematical system for identifying the area covered by the cartographic content of a resource”

Not covered in this class

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Content -- Attributes of the Work Intended Audience (7.7)

CORE ELEMENT for LC for resources intended for children

Scope = “the class of user for which the content of a resource is intended, or for whom the content is considered suitable” age group; educational level; type of

disability; another categorization

MARC 521 or 008/22

For children aged 7-9For remedial reading programs

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Content -- Attributes of the Work Dissertation or Thesis Information (7.9)

CORE ELEMENT for LC/PCC Scope = “Information about a work

presented as part of the formal requirements for an academic degree”

degree; institution; year

MARC 502

502 ## $b Ph.D. $c University of Toronto $d 1974

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Content -- Attributes of the Work Dissertation or Thesis Information

LC-PCC PS 7.9.1.3 If the resource lacks a formal thesis

statement … state its origin as a thesis in a general note (500) Include only the sub-elements (degree,

institution, date) that are availableLC does not often catalog theses or

dissertations; LC staff will usually need to construct a 500 rather than a 502

500 ## $a Revision of the author’s thesis[…]

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Content –Attributes of the Expression

7.10 – 7.28 Delineated by legend in the Toolkit

Attributes of the Expression

Remember: we already looked at 3 content-expression elements that are recorded in the 300 field

Duration Illustrative content Colour content

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Content -- Attributes of the ExpressionSummarization of the Content (7.10)

CORE ELEMENT for LC for fiction intended for children For other situations: record if important

Scope = “Abstract, summary, synopsis, etc. of the content of a resource”

MARC 520 LC-PCC PS 7.10.1.3

LC-created – no attribution External – in quotes; with attribution

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Content -- Attributes of the ExpressionLanguage of the Content (7.12)

CORE ELEMENT for LC Scope = “a language used to express the

content of a resource” LC-PCC PS 7.12.1.3

“… also supply the languages of other content (summaries, tables of contents, etc.) if it will assist identification and selection”

MARC 008/35-37;MARC 041 and 546 (as applicable) Use form from MARC Code List for Languages

58

Content -- Attributes of the ExpressionLanguage of the Content – ‘Coreness’

The core requirement is often satisfied by coding the 008 field; a 041 or 546 is not necessarily required for every record 041 is used to code multiple languages

present in the resource -- either with or without a translation being involved

546 is used to provide words to describe the languages of the content (and could be used for a single language, if considered helpful)

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041 ## $a fre $a eng $a ita546 ## $a Articles chiefly in French; one

article each in English and Italian.

Content -- Attributes of the ExpressionForm of Notation (7.13)

CORE ELEMENT for LC for some scripts and for form of musical notation

Scope = “set of characters and/or symbols used to express the content of a resource”

Various provisions in LC-PCC PS 7.13

MARC 546

546 ## $a Devanagari546 ## $a Azerbaijani $b Cyrillic.

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Content -- Attributes of the ExpressionSupplementary Content (7.16)

CORE ELEMENT for LC for indexes and bibliographies in monographs For other situations: record if important

Scope = “content (e.g., an index, a bibliography, an appendix) designed to supplement the primary content of a resource.”

MARC fields 504 and 500 …

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Content -- Attributes of the Expression Supplementary Content (LC-PCC PS 7.16.1.3)

If the resource has bibliographical citations in any form:504 ## $a Includes bibliographical references.

If there is a single bibliography, record the pagination:504 ## $a Includes bibliographical references

(pages 310-325).

If the resource contains an index to its own contents:500 ## $a Includes index.

Bibliography and index notes may be combined:504 ## $a Includes bibliographical references and

index.

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Content -- Attributes of the ExpressionMusic Resources

3 CORE ELEMENTS for LC Form of musical notation (7.13.3)staff notation

Format of notated music (7.20)vocal score

Medium of performance of musical content (7.21)Reduction for clarinet and piano

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Content -- Attributes of the ExpressionCartographic Resources

4 CORE ELEMENTS for LC Horizontal scale (7.25.3)1:36,000,000

Vertical scale (7.25.4)Vertical scale 1:96,000

Additional scale information (7.25.5)1 in. to 3.95 miles

Projection of cartographic content (7.26)conic equidistant projection

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Exercise on Content

Exercise #3 Describing Content

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