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Mila!M.!RamosHead!Librarian,!Center!for!Agriculture!&!Rural!Development!MRI

Development!InstituteOnline!Research!Librarian,!Consumer!Centre!(Toronto)

RDA!Policy!Statement!!and!Guidelines!for!Philippine!Libraries!(RPSGPL)!:!an!

Introduction

Coverage

! The!RDA!Toolkit:!background!and!features! Adoption!of!RDA!in!Local!Libraries!! The!National!Committee!on!RDA!(NCRDA)! NCCA"NCLIS/PAARL/NCRDA!Collaboration!in!Capacity!Building!for!RDA!Readiness

! RDA!Policy!Statement!and!Guidelines!for!Philippine!Libraries!:!General!cataloging!policies

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What is Resource Description and Access (RDA)?

! a!new!cataloging standard!to!replace!AACR2!(rev.!2005)

! designed!for!the!online!environment!!! provides!guidelines!on!cataloging formats!other!than!books,!especially!digital!resources

More about RDA

! supports!the!clustering!of!bibliographic!records!

! convenience!of!the!user!is!paramount!– helps!them!FIND,!IDENTIFY,!SELECT,!and OBTAIN!(FISO)!the!information!they!want

! for!more!information!on!RDA!see!the!JSC!website!http://www.rda"jsc.org/rda.html.

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“The!RDA!Toolkit!is!the!resource!to!help!you!transition!from!AACR2!to!RDA—the!new,!unified!standard!for!resource!description!and!access,!designed!for!the!digital!world!and!an!expanding!

universe!of!metadata!users.!“

Source:!http://www.rdatoolkit.org/

RDA!is!a!content standard

AACR2!carries!appendix!D!for!ISBD!and!appendix!E!for!AACR2!style!for!access!point!

Source:!Tillett,!B.!Background!and!structure!of!RDA.!!Lecture!!Training!the!Trainors Workshop,!Manila,!2013

! RDA!allows!you!to!use!whatever!schema!you!prefer!(MARC!21,!Dublin!Core,!etc.)

! It!is!a!Bibliographic!Framework!Transition!Initiative

Not a!display standard!like!AACR2

Not an!encoding standard

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RDA!!is!based!on!IFLA’s!international!models!and!principles

" Functional!Requirements!for!Bibliographic!Records (FRBR;!1998)

" Functional!Requirements!for!Authority!Data (FRAD; 2009)" Statement!of!International!Cataloguing!Principles (ICP;!2009)" International!!Standard!!for!Bibliographic!Description!(ISBD;!

2011!–consolidated!ed.)" Functional!Requirements!for!Subject!Authority!Data!(FRSAD

– 2010)!– will!be!added!to!RDA!in!the!future

RDA is broader in scope than AACR2

! bibliographic!data! authority!data!! more!international

! beyond!“Anglo"American”! instructions!made!consistent!and!easy!to!use!by!many!cultural,!religious,!national!communities!for!example,!options!for!the!use!of!other!languages,!scripts,!calendars,!numeric!systems

Source: RDA: a quick introduction / Chris Oliver

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RDA is designed for Web

! RDA!data!is!appropriate!for!the!web!environment! visible!in!the!web! compatible!with!metadata!standards!of!other!resource!description!communities

! not!just!confined!to!library!databases!may!be!used!by!other!fields/databases!as!!well! for!example,!instructions!for!archival!resources

Source:!Oliver,!C.!2011.!!RDA:!a!quick!introduction.!!PowerPoint!presentation.!Feb!2.!http://rdaincanada.wikispaces.com/file/view/ola_rda_oliver_2011feb.pptx

Why do we need RDA?! With!the!evolution!of!IT,!library!catalogs!and!cataloging!are!major!areas!that!need!change

! AACR2’s!latest!ed.,!which!came!out!in!1978,!is!no!longer!able!to!deal!with!formats!other!than!books

! Users!have!different!expectations.!!They!prefer!search!engines!or!mobile!apps!rather!than!OPACs.

! Multiple!metadata!standards! Believed!to!position!libraries!!better!in!the!digital!age

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RDA!!is!user" and!task"focused;!facilitates!resource!discovery!!!!!!!!

FindIdentifySelect and!Obtain!

Cataloger

User

Resource DiscoveryFind!– Get!hits!or!results!using!our!search!parametersIdentify!– Evaluate!search!results!to!confirm!that!hits!are!indeed!useful!in!order!to

Select!– opt!for!the!ones!that!best!meet!the!search!criteria!(e.g.!understandable!language!translation)!

Obtain!– Access!and!read/use!the!most!appropriate!materials!

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Background!of!RDA1997!" International!Conference!on!the!Principles!&!Future!Development!of!AACR!held!in!Toronto!!

2002!" plan!to!produce!!3rd edition!of!AACR

April!2005!" The!JSC!for!Revision!of!AACRdecided!to!develop!RDA!instead

June!2010!

Who!is!responsible!for!RDA?" The!Joint!Steering!Committee!(JSC)!for!the!Development!of!RDA!is!

responsible!for!the!content!of!RDA.!!It!consists!of!representatives!from:!!The!American!Library!Association CILIP:!Chartered!Institute!!The!Australian!Committee!on! of!Library!and!InformationCataloguing! Professionals

The!British!Library! Deutsche!Nationalbibliothek (joined!!The!Canadian!Committee!on!Cataloguing in!2012)The!Library!of!Congress

! The!current!Chair!of!JSC!is!Dr.!Barbara!Tillett.!

Source:!http://www.rda"jsc.org/!

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is!maintained!and!published!by:

!The!American!Library!Association,!Canadian!Library!Association,!and!Facet!Publishing,!the!publishing!arm!of!CILIP!(Chartered!Institute!of!Library!and!Information!Professionals)!

!ALA!Publishing!is!responsible!for!the!day"to"day!management!and!development!of!RDA!Toolkit.

Source:!!http://www.rdatoolkit.org/FAQ

RDA!comes!in!two!formats

Electronic or online format

Print format

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http://www.rdatoolkit.org/pricing

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Free Trial for 30 days

RDA!Structure!" arrangement!is!not!by!class!of!materials:!!no!separate!chapters!for!books,!printed!music,!etc.

" carries!principles!applicable!to!all!formats" organized!around!goals!or!tasks!to!help!users!!identify and!relate (from!FRBR/FRAD!user!tasks!and!ICP)

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Outline of RDA ! General!Introduction! Two!Main!Parts!(10!sections):!

1.!Recording!attributes!(4!sections:!Chapters!1"16)2.!Recording!relationships!(6!sections!:!Chapters!17"37)

!There!are!General!instructions!for!every!section! Chapters!are!associated!with!a!user!task

RDA!is!not!to!be!read!line!by!line" It!is!an!online!tool,!which!allows:

! “Jumping!!in”!via!keyword!searches!Going!directly!to!elements!from!Table!of!Contents!(ToC)!pane

! Following!links" Duplication!of!content!(needed!for!context)!is!necessary!to!serve!catalogers!who!will!arrive!at!that!content!in!different!ways.

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! RDA instructions that are searchable and browsable! AACR2 Rule Number Search (linkage) of RDA instructions

through the Advanced Search menu.! Workflows and other procedural documentation that is

created by subscribers and can be shared within an organization or with the entire community of subscribers.

! Mappings of RDA to different schemas, including MARC 21.

Contents of the RDA Toolkit(1)

Contents!of!the!RDA!Toolkit!(2)

" Mappings!of!RDA!to!different!schemas,!including!MARC!21.

" Two!views!of!RDA!content—by!table!of!contents!and!by!element!set

" Full!text!of!AACR2" Library!of!Congress!Policy!Statements!(LCPS)

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AppendicesA: Capitalization B: Abbreviations C: Initial Articles D: Record Syntaxes for Descriptive Data E: Record Syntaxes for Access Point Control F: Additional Instructions on Names of Persons

Appendices!(2)G:!Titles!of!Nobility,!Terms!of!Rank,!Etc.!H:!Dates!in!the!Christian!Calendar!I!:!Relationship!Designators:!Relationships!between!a!Resource!and!Persons,!Families,!and!Corporate!Bodies!Associated!with!the!Resource!

J:!Relationship!Designators:!Relationships!between!Works,!Expressions,!Manifestations,!and!Items

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Appendices (3)

K. Relationship Designators: Relationships between Persons, Families, and Corporate Bodies

L. Relationship Designators: Relationships Between Concepts, Objects, Events, and Places

GlossaryIndexRDA Update History

Sample!Page!from!the!RDA!Toolkit

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Differences!between!AACR2!and!RDA!:!1.Terminology!

AACR2 RDACatalog!an!“item” Catalog a “resource”

Heading Access point

Main!entry Primary access point

Added!entry Secondary access point

Uniform!title Citation access point:-for a work-for an expression

- for a manifestation

Differences!between!AACR2!and!RDA!:!1.Terminology!(2)

AACR2 RDAauthor,!composer,!etc! Creator!uniform!title! 1)!preferred!title!(+!other!information!to!

differentiate);(2)!conventional!collective!title

See!reference! variant!access!point!See!also!reference! authorized!access!point!for!related!entity!

Physical!description! carrier!description!

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Differences!…!2.!Transcription!of!mispelledwords

AACR!2!uses![sic]!to!signify!error!detected:!

245 $a Healthy vegtable [sic] recipes for your

heart / $c by Margaret Norton [et al.].

AACR2!and!RDA!both!record!mispelled terms!as!they!appear!on!the!material!being!cataloged

RDA!does!not!use![sic]!but!gives!a!note!showing!the!correct!term!to!use:

245!$a!Healthy!vegtable recipes!for!your!heart!…!/

246!$i Corrected!title:!$a!Healthy!vegetable!recipes!for!your!heart

Differences!…!3.!Statement!of!responsibility!– Multiple!Authors!(more!than!3)

AACR21st named author is given

followed by [et al.]

245 $a Healthy vegtable[sic] recipes for your heart / $c by Margaret Norton [et al.].

RDAAll!the!names!are!given!or!the!first!

named!author!plus![and!___!others]

245!$a!Healthy!vegtable recipes!for!your!heart!/!$c!by!Margaret!Norton,!Leslie!David,!Robert!McCloud,!and!Katherine!Boone!!!!!!!!!!!!!!!!!!or245!$a!Healthy!vegtable recipes!for!your!heart!/!$c!by!Margaret!Norton![and!three!others]

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Differences…!!4.!!Abbreviations!!in!edition!statement;!imprint;!description

! AACR 2 record250!$a!1st!ed.,!rev.!and!enl.260!$a.!:!$b!Healthy!Living!

Pub.!Co.,!$c!2010.300!$a!188!p.!:!$b!ill.,!

photos.!(some!col.)!;!$c!26!cm.

! RDA record250!$a!First!edition,!revised!and!enlarged.260!$a!Pittsburgh,!Pennsylvania!:!$b!

Healthy!Living!Publishing!Company,!$c!2010.

300!$a!188!pages!:!$b!illustrations,!photographs!(some!color)!;!$c!26!cm

RDA!does!not!use!abbreviations!except!when!the!abbreviation!appears!on!the!main!source!of!information!then!we!copy!the!

abbreviation!as!written.

Differences!….(4a)!Latin!abbreviations

! AACR2 used Latin abbreviations which are not used in RDA.

! Example:AACR2: 260 |a [S.l. : |b s.n.], |c 1966.

RDA: 260 |a[Place of publication not identified] : |b [publisher not identified], |c 1966.

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Differences!….!5.!Uniform!Title:!Example:!Book!of!Matthew!(Bible)

AACR2! 130 $a!Bible.!$p!N.T.!$p!Matthew.!$l!English.!$s!Authorized.!$f!1999.! 245 $a!The!Gospel!according!to!Matthew!:!$b!authorized!King!James!version!/!$c!

with!an!introduction!by!Francisco!Goldman.! 260 $a!New!York!:!$b!Grove!Press,!$c!c1999.! 300 $a!xvi,!78!p.!:!$c!15!cm.RDA! 130 $a!Bible.!$p!Matthew.!$l!English.!$s!Authorized.!$f!1999.! 245 $a!The!Gospel!according!to!Matthew!:!$b!authorized!King!James!version!/!$c!

with!an!introduction!by!Francisco!Goldman.! 260 $a!New!York!:!$b!Grove!Press,!$c![1999]!©1999.! 300 $a!xvi,!78!pages :!$c!15!cm.

Name!of!the!testament!is!no!longer!recorded!!in!RDA

The List!of!changes!to!AACR2!instructions!is!available!at!the!JSC!website:

http://www.rda"jsc.org/docs/5sec7rev.pdf

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Examples of RDA records

! Examples of MARC RDA record (JSC) – authority records

! Examples of MARC RDA record (JSC) –bibliographic records

Visit this link: http://www.rdatoolkit.org/examples/MARC

To learn more about the RDA tool kit, go to URL:

http://www.loc.gov/aba/rda/pdf/ToolkitCourse.pdf

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The!RDA!Policy!Statement!!and!Guidelines!for!Philippine!

Libraries!(RPSGPL)

What!led!to!the!adoption!of!RDA!in!local!libraries?!–BFL!Initiative

The!Professional!Regulatory!Board!for!Librarians!(BFL)issued!Resolution!no.!1,!Series!of!2012,!entitled:!“Prescription!and!Adoption!of!International!Cataloging!Principles!and!Resource!Description!and!Access!(RDA)!as!the!Technical!Standards!for!Organizing!Resources,!Items,!and!Objects!for!Philippine!Libraries”.!!This!paved!the!way!for!the!adoption!of!RDA!as!a!cataloging!standard!in!Philippine!libraries.

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What!led!to!the!adoption!of!RDA!in!Local!Libraries?!" 1st Salon!on!RDA

! The!Director!of!the!National!Library!of!the!Philippines,!Atty.!Antonio!Santos,!!spearheaded!the!1st Salon!on!RDA,!which!was!held!on!July!23,!2012!at!the!National!Library.!

! The!general!objective!was!to!harmonize,!streamline,!and!simplify!knowledge!on!matters!pertaining!to!RDA.

What!led!to!the!Adoption!of!RDA!in!Local!Libraries?!" 1st Salon!on!RDA!(2)

The!specific!objectives!were:! to!!provide!a!venue!and!to!share!knowledge!on!RDA;!

! to!examine!the!impact!of!RDA!on!local!catalogers;

! to!come!up!with!a!timetable!for!the!implementation!of!RDA!in!the!Philippines

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Composition!of!the!!National!Committee!on!RDA!(NCRDA)

The!NCRDA!was!created!during!the!1st Salon!on!RDA,!and!!is!composed!of!:!

Chair :!Prof.!Ruben!Marasigan,!PNUCo"Chairs :!Hon.!Corazon!M.!Nera,!former!BFL!Chair

Prof.!Rodolfo!Tarlit,!UP!Diliman

Members of the NCRDA! Helen!C.!De!Castro!!! Geraldine!De!Leon!!!!Adamson!U!!! Bernadette!Velasco! Ana!Maria!Fresnido DLSU! Annabelle!Aliwalas Manila! Sonia!M.!Gementiza " DLSU!

Dasmariñas! Estrella S.!Majuelo! Narcelita Lane!T.!Olamit UST! Susan!O.Pador – ADMU

! Teresita C.!Moran!!!!!!!!!!!FEU! Jacquelyn!Joy!L.!Llave! Mila!M.!Ramos!– Former!BFL!Member,!

Cataloging Consultant

Secretariat!(NLP!Staff)! Arlene S. de Castro! Chona F. San Pedro! Narissa C. Young! Romnick Henric Henry M. Gayanilo

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NCCA"NCLIS/PAARL/NCRDA!!Collaboration!in!Capacity!Building!for!RDA!Readiness

! A!Training!the!Trainors Workshop!was!organized!at!the!De!La!Salle!University!Learning!Commons!on!!April!3"5,!2013!with!no!less!than!Dr.!Barbara!Tillett,!Chair!of!the!Joint!Steering!Committee!for!the!Development!of!RDA,!as!resource!person.!

! More!than!60!participants!committed!themselves!to!echo!the!RDA!training!in!their!respective!institutions!via!a!Memorandum!of!Agreement.

NCCA"NCLIS/PAARL/NCRDA!!Collaboration!in!Capacity!Building!for!RDA!Readiness!!(2)

! 3!Training!Workshops!on!RDA!were!conducted!to!reach!out!to!Librarians!in!the!3!major!islands!of!the!country:!!Lyceum!of!Cavite!in!Luzon,!Montebello!Villa!Hotel,!Cebu!City,!in!the!Visayas,!and!Grand!Men!Sheng Hotel,!Davao!City!in!Mindanao.

! NCRDA!experts!served!as!resource!persons!in!the!training!workshops!organized!by!PAARL.

! A!good!number!of!local!librarians!received!training!and!have!since!!started!using!RDA!in!mid"2013

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RPSGPL:!Beginnings

! Aside!from!capacity!building,!one!of!the!major!objectives!of!the!NCRDA!is!to!come!up!with!a!Policy!Statement!on!Cataloging!and!the!Use!of!RDA!in!Philippine!Libraries.

! Policy!is!defined!as!“the!set!of!basic!principles!and associated guidelines,!formulated!and enforced by!the!governing!body!of!an organization,!to!direct!and!limit!its actions in!pursuit!of long"term goals.”(Source:!http://www.businessdictionary.com/definition/policy.html)

Why do we need to have policies and guidelines in cataloging?! Policies!embody!patterns!of!standard!and!good!practices!that!would!enhance!library!services

! Standard!practices!facilitate!exchange!of!data!(interoperability)!

! Moreover,!standards!would!enable!efficient!information!storage!and!retrieval

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Why do we need to have policies and guidelines in cataloging? (2)

! RDA!offers!options!for!the!cataloger!and!the!policies!will!help!him/her!decide!which!to!choose,!i.e.!the!best!option!for!local!libraries!in!general

! Example:!Whether!to!record!all!authors!in!excess!of!3!or!just!to!use![and!four!others]

RPSGPL!Goal

! The!RPSGPL,!therefore,!aims!to!set!forth!!the!general!principles!!and!guidelines!to!help!(but!not!to!limit)!the!Filipino!cataloger in!achieving!his/her!goal!of!effectively!linking!information!with!users.! As!every!library!is!expected!to!formulate!its!own!cataloging policy,!a!certain!level!of!flexibility!!is!allowed,!depending!on!!specific!needs.!IN!DOUBTFUL!SITUATIONS,!THE!CATALOGER’S!JUDGMENT!WILL!PREVAIL.

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Formulation of the RPSGPL ! NCRDA!members!looked!closely!into!the!various!RDA!elements!and!how!authoritative!libraries!deal!with!them

! The!benchmark!libraries!are!:!the!US!Library!of!Congress,!National!Library!of!Australia,!and!that!of!Library!and!Archives,!Canada

! After!examination!of!the!RDA!elements!and!!prolonged!discussion!and!brainstorming!the!RPSGP!came!to!be

RPSGPL Contents

! general!policies!and!guidelines!that!cover!basic!elements!in!the!bibliographic!record!to!be!adopted!in!local!libraries!!"specific!rules!are!found!in!the!RDA!Tool!Kit!or!

the!RDA!print.! Examples!of!RDA!elements;!!others!may!be!

consulted!at!the!RDA!web!site!at!this!link!!http://www.rdatoolkit.org/sites/default/files/6jsc_rda_complete_example_bibliographic_apr0913_rev.pdf!

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The RDA Policy Statement and Guidelines for Philippine Libraries (RPSGPL): Text

Introduction! “Cataloging!is!a!very!vital!and!critical!aspect!of!Library!and!

Information!Science.!!This!highly!technical!operation!makes!the!life!of!an!information!seeker!easier!through!the!timely!production!of!effective!information!searching!and!retrieval!tools.

! Librarians!in!the!Philippines!are!committed!to!the!creation!and!management!of!searchable!and!reliable!electronic!databases/catalogs,!carrying!high!quality,!internationally!accepted!bibliographic!records,!through!systematic!and!effective!cataloging!and!classification.”

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I.!General!CatalogingPolicies!

I.1. Policy Statement on CatalogersCatalogers!shall!possess!the!competencies!necessary!in!the!organization!of!print,!non"print!materials!and!multimedia.!!

I.1.a.!Paraprofessional!catalogers!shall!!be!skilled!in!searching,!selecting,!downloading,!or!copying!metadata!from!authoritative!sources!(databases!or!library!catalogs).!I.1.b.!Professional!catalogers!!are!licensed!librarians;!they!shall!be!capable!of!training!paraprofessional!catalogers!and!performing!original!cataloging!of!information!resources!in!a!wide!variety!of!formats.!!

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I.1. Policy Statement on Catalogers (2)I.1.c.!All!catalogers!shall!engage!in!continuing!

professional!development!(CPD).I.1.d.!Libraries!shall!have!at!least!one!cataloger!on!

the!Library’s!staffI.1.e.!In!the!absence!of!a!full"time!cataloger,!

outsourcing!of!cataloging!jobs!shall!be!an!option.!

I.2.!Policy!Statement!on!StandardsI.2.a.!Catalogers!shall!be!familiar!with!and!shall!be!capable!of!utilizing!the!latest!internationally!accepted!standards!for!cataloging!such!as!Resource!Description!and!Access!(RDA),!Library!of!Congress!Subject!Headings!(LCSH),!!Sear’s!List!of!Subject!Headings,!Library!of!Congress!Classification,!Dewey!Decimal!Classification,!MARC21,!etc.

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1.2.!!Policy!Statement!on!Standards!(2)I.2.b.!For!copy!cataloging,!!catalogers!shall!use!internationally"recognized!authoritative!Online!Public!Access!Catalogs!(OPACs),!such!as!those!of!the!Library!of!Congress,!the!British!Library,!National!Library!of!Australia,!Library!and!Archives!Canada,!OCLC!WorldCat,!the!online!catalogs!of!the!National!Library!of!the!Philippines,!Ateneo de!Manila!University,!De!La!Salle!University,!Far!Eastern!University,!!University!of!the!Philippines,!etc.!for!copying!metadata.

I.2.!!Policy!Statement!on!Standards!(3)I.2.c.!Consistent!access!for!users!shall!be!provided!through!authority!control.!!Catalogers shall!refer!to!standard!authority!files!such!as,!but!not!limited!to!the!Library!of!Congress!Authorities!(http://authorities.loc.gov/)!,!Corazon!Lim’s!!Filipino!authors'!name!in!AACR2!headings,to!establish!a!single!preferred!form!for!personal,!corporate!and!meeting!names,!uniform!and!series!titles,!and!subject!and!geographic!headings.

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1.2.!Policy!Statement!on!Standards!(4)! I.2.d.!Each!Library!shall!develop!and!maintain!its!own!Authority!Files!which!embody!derived!authority!records!and!those!created!by!local!catalogers.!!!Content!of!authority!records!will!be!determined!by!policies!of!individual!libraries

I.3. Language

The!cataloger!shall!use!American!English!in!cataloging!library!resources.

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Comments,!please.!!Thank!you.The!specific!RDA!guidelines!will!be!discussed!by!the!other!resource!persons.

ReferencesJoint!Steering!Committee!for!the!Development!of!RDA.!2012.!

http://www.rda"jsc.org/OCLC. 2012.!!About!RDA.!http://www.oclc.org/uk/en/rda/about.htmOliver,!C.!!2011.!RDA:!a!quick!introduction.!!PowerPoint!presentation.!Feb!2.!http://rdaincanada.wikispaces.com/file/view/ola_rda_oliver_2011feb.pptx

RDA!Tool!kit:!Resource!Description!and!Access.!2012.!http://www.rdatoolkit.org/

Tillett,!B.!!2013.!!RDA!background!and!structure.!!PowerPoint!presentation!RDA!Training!the!Trainors Workshop,!Manila.!