Clara RDA Training 2


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RDA Training 2: Description (These presentations on RDA (Resource Description and Access) were created by Clara Liao, Head of Cataloging at the Georgetown University Law Library, for internal training purposes. Please direct any questions or comments to Clara at

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Clara RDA Training 2

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  3. 3. Treat accompanying material as part of the resource itself when describing theresource as a whole using a comprehensive description. When preparing an analyticaldescription of one or more components of a resource, treat accompanying materialas a source outside the resource itself (i.e., as a related resource).For moving-image resources, check RDA, typically looking for where the titleappears: title frames or title screen; then a label bearing a title permanently printedon or affixed to the resource, or embedded metadata in textual form containing atitle. 3
  4. 4. If the information is taken from outside the resource, that information is enclosed insquare brackets. The exception is when you are cataloging a resource that doesn’thave bibliographic information on the resource, such as a picture, or statue. You don’tneed the square brackets. 4
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  6. 6. The opposite of transcribed elements are recorded elements, such as ISBN, orfrequency; the found information is often adjusted.To get the idea whether the elements should be recorded or transcribed, go to“Recording” session under each element. For example, production statement: for unpublished: record; for published: transcribe; place of production: record 6
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  11. 11. AACR2 1.1.B1 If the title proper as given in the chief source of information includesthe punctuation marks … or [ ], replace them by — and ( ), respectivelyRDA1.7.3 Transcribe punctuation as it appears on the source, omitting punctuationon the source that separates data to be recorded as one element from data to berecorded as a different element, or as a second or subsequent instance of anelement.More punctuation info see LCPS 1.7.1 11
  12. 12. AACR2 12.1.B7: For serials, if the title includes a date, name, number, etc., that variesfrom issue to issue, omit this date, name, number, etc., and replace it by the mark ofomission, unless it occurs at the beginning of the title, in which case do not give themark of omissionRDA If a title of a serial includes a date, name, number, etc., that varies fromissue to issue, omit this date, name, number, etc. Use a mark of omission (…) toindicate such an omission. 12
  13. 13. Developed with ONIX publishing community.The vocabularies for these terms are . If more than one term is appropriate for yourresource, you can either give multiple terms or just assign terms representing thepredominant or most substantial aspectIf not term is appropriate, give “other” as the term and notify LC. 13
  14. 14. The term recorded in $a. A code for the type can be given in $b instead of or inaddition to $a; the codes for $b are in the MARC format documentation. In $2 will beone of the terms as shown. $3 is used to identify parts of the resource. 14
  15. 15. Note: in some cases 338 carrier type may have the same term as 300$a (extent: RDA3.4); such as videodisc; computer disc; …). But they are separate terms. 15
  16. 16. It’s a book example. In AACR2, there is no GMD. In RDA, we do record the thosetypes. 16
  17. 17. Based on AACR2, parallel titles can be transcribed with the title proper in 245 if theyare on the chief source of information 17
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  20. 20. Now the statement of responsibility can be taken from any source in or outside theresource. 20
  21. 21. Now the statement of responsibility can be taken from any source in or outside theresource. 21
  22. 22. If there is more than one statement of responsibility on the resource and you’vedecided not to give all the statements, give preference to the statement related tothe intellectual or artistic content; for example, prefer“author” over “editor”, if bothavailable.Only the first recorded statement of responsibility is required as a core element. So,in this example, if you decided you were only going to satisfy the core requirement,you’d ignore the “introduction by” statement and give the “written by” statementbecause it relates to the intellectual content of the resource.that you don’t need to include all the names just because you’ve decided you want togive additional access points in MARC 7XX fields for all the responsible entities. 22
  23. 23. Transcribing these elements as found means not abbreviating terms and notconverting numerals from one form to another as AACR2 requires. 23
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  25. 25. a new 264 field will have indicators that separate the different statements. 25
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  34. 34. With these five possibilities, you should be able to supply a probable date ofpublication. 34
  35. 35. As noted on earlier slides, the current LC advice is to try to supply a probable place ofpublication and a probable date of publication when this information isn’t on theresource. Otherwise, you’ll need to give distribution and even perhaps manufactureinformation as substitutes.If you really cannot supply this information and must give some distribution ormanufacturing information, LC encourages to give as complete a distributionstatement or manufacture statement as possible to simplify the subfield coding andpunctuation for you and to put that substitute information in context for the user. 35
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  37. 37. There are 3 ways. LC would recommend the third one.In second example, extra information about distributor is supplied. It’s encouraged byLC to avoid confusion, but it’s beyond core requirements. 37
  38. 38. NOTE: 3 examples are all correct. Example 2 and 3 are beyond core requirements. 38
  39. 39. The 1st example shows not supplying a date of publication and giving a date ofdistribution instead. The 2nd example shows a simpler 260 field accomplished bysupplying a date of publication informed by the date of distribution. LC wouldrecommend the second example. 39
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  42. 42. MARC Proposal No. 2011-02 proposed two options to allow for separate statementsfor production, publication, distribution and manufacture in the Bibliographic format.Option 1 to define one repeatable field 264 with an indicator that designates thefunction being recorded in the field was approved, with modification to includeproposal 2011-03 for copyrightField 264 - Production, Publication, Distribution, Manufacture and CopyrightStatements (R)IndicatorsFirst - Sequence of statements# - Not applicable/No information provided/Earliest2 - Intervening3 - Current/latestSecond - Function of entity0 - Production1 - Publication2 - Distribution3 - Copyright4 - ManufactureSubfield Codes$a - Place of production, publication, distribution, manufacture (R)$b - Name of producer, publisher, distributor, manufacturer (R)$c - Date of production, publication, distribution, manufacture, or copyright (R)$3 - Materials specified (NR)$6 - Linkage (NR)$8 - Field link and sequence number (R) 42
  43. 43. Note: as we mentioned in the previous slides, some extent terms may be the sameas carrier value in 338. 43
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  52. 52. LCPS for LC practice for Alternative: Generally do not record the type ofillustrative content in place of or in addition to the term “illustration” or“illustrations.” 52
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  54. 54. First example: There is no equivalent in RDA to AACR2 2.5C5. If the publicationconsists wholly or predominantly of illustrations, give all ill. or chiefly ill., asappropriate. Optionally, if those illustrations are all of one type, give all [name oftype] or chiefly [name of type]. : all ill. : chiefly mapsRDA says: Record details of the illustrative content if they are considered tobe important for identification or selection.Second example: Carrier type in RDA (3.3) is different from AACR2; abbreviations arestill used for durations (B.5.3); in RDA the terms used for the configuration ofplayback channels (3.16.8) are not abbreviations: mono; stereo; quadraphonic;surround. In AACR2 6.5C7 Number of sound channels, there were only three terms:mono.; stereo.; quad. Note: For the RDA test, LC will continue to give disc dimensionsin inches (LCPS for If an agency decided to apply c) they could say 1CD or 1 compact disc instead of 1 audio disc.Third example: No abbreviations are used for sound and color. Note: For the RDAtest, LC will continue to give disc dimensions in inches (LCPS for If an agencydecided to apply c) they could say 1 DVD instead of 1 videodisc. 54
  55. 55. Note: The full stop used after symbol “cm” is the ISBD full stop preceding the nextarea; “cm” is a symbol, not an abbreviation.The spelling of colour/color is not prescribed by RDA.LCPS for 1.7.1: Field 300. Field 300 either ends in no punctuation or ends in a rightparenthesis when the last element of the field is a parenthetical qualifier. When arecord has a 490 field, insure that field 300 ends in a period. 55
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  57. 57. The ISSN of a series and a subseries are LC core elements. Both can now be given ina MARC 490 field because subfield $x is now repeatable. 57
  58. 58. RDA Record the numbering of the resource within the series as it appears on thesource of information. Apply the general guidelines on transcription given under 1.7 and thegeneral guidelines on numbers expressed as numerals or as words given under 1.8.Do not capitalize a term that is part of the series numbering unless the instructions inappendix A appropriate to the language involved require capitalization (e.g., nouncapitalization in German). Capitalize other words and alphabetic devices used as part of anumbering system according to the usage in the resource. (NOTE: MARC bib 830 is controlledby RDA chapter 24 as the authorized access point. Thus, it needs to follow the standard byabbreviations.) If a new sequence of numbering is accompanied by wording to differentiate thesequence, such as new series, include this wording.If a new sequence of numbering with the same system as before is not accompanied bywording such as new series, supply new series or another appropriate term. Indicate that theinformation was taken from a source outside the resource itself as instructed under 2.2.4.RDA A.7. Numbering within Series and SubseriesDo not capitalize a term that is part of the numbering within a series (see 2.12.9) or subseries(see 2.12.17) unless the guidelines given under A.10–A.55 applicable to the languageinvolved require capitalization. Capitalize other words and alphabetic devices according tothe usage on the resource.1.8.2. Record numerals in the form preferred by the agency creating the data, unless thesubstitution would make the numbering less clear.AlternativesRecord numerals in the form in which they appear on the source of information. RDA Test:Yes, apply the alternative – record numerals in form in which they appear.Record the numerals in the form in which they appear on the source. Add the equivalentnumerals in the form preferred by the agency creating the data, indicating that theinformation was taken from a source outside the resource itself as instructed under 2.2.4.RDA Test: No, not both as appear and form preferred by agency.1.8.3. Substitute numerals for numbers expressed as words. 58
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  60. 60. In AACR2 inaccuracies are transcribed followed either by [sic] or by i.e. and thecorrection within square brackets. Supply a missing letter or letters in squarebrackets. In RDA, inaccuracies are transcribed as they appear on the source ofinformation. If necessary, a note may be made correcting the inaccuracy. In case ofdoubt about whether the spelling of a word is incorrect, transcribe the spelling asfound.AACR2 1.6G1.If the numbering that appears on the item is known to be incorrect, transcribe it asfound and add the correct numbering in square brackets. Kieler historische Studien ; Bd. 24 [i.e. 25]RDA the numbering of the resource within the series as it appears on the source ofinformation. Apply the general guidelines on transcription given under 1.7 and thegeneral guidelines on numbers expressed as numerals or as words given under 1.8.If the numbering that appears on the source of information is known to be incorrect,transcribe it as it appears. Make a note giving the correct numbering (see a note giving the correct numbering within a series or subseries if thenumbering transcribed from the source of information is known to be incorrect (see2.12.9.3). 60
  61. 61. NOTE : MARC 046 is used in both bib and authority record for the special dates. 61
  62. 62. In this example, dates of creation of the two films on this DVD are recorded in twoseparate 046s, even though they are not needed to distinguish the works from anyothers with the same titles. 62
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  66. 66. Here is the reference list. Very useful. However, nothing can compare with readingthrough the rules by yourself. 66
  67. 67. Microsoft Engineering ExcellenceMicrosoft Confidential 67