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NISO/NASIG Joint Webinar:
Not Business as Usual:
Special cases in RDA serials cataloging
Wednesday, May 20, 2015
Speakers:...
_Filling_in_the_Blanks_
RDA for Moving Images and Music
Mary Huismann, University of Minnesota Libraries
Outline
May 20, 2015NISO/NASIG3
 RDA and special formats materials
 Vision and reality
 A problem and a solution
 Prob...
RDA and Special Formats
4 May 20, 2015NISO/NASIG
Vision
NISO/NASIG5
 A new standard for resource description and access
 Web-based tool optimized for use as an online
pr...
RDA Timeline
NISO/NASIG6
 2002 – AACR3 draft begun
 2005 – alignment with FRBR, name change to RDA
 2008 – full draft o...
Reality
NISO/NASIG7
 A new standard for resource description and access
 Difficult to reap the benefits while still usin...
A Problem and A Solution
8 May 20, 2015NISO/NASIG
Problem
NISO/NASIG9
 Problem: Lack of practical, specific “guidance” for many
aspects of special format materials
 Examp...
Solution
NISO/NASIG10
 Solution: Development of community-based best practice
guides
 Examples
 Cover
 MLA BP 2.2.2.2 ...
Three Best Practice Guides:
MLA & OLAC
11 May 20, 2015NISO/NASIG
Music, Video, Streaming Media
May 20, 2015NISO/NASIG12
 Guides designed to be compatible with existing RDA
documentation
...
Music
13
 Best Practices for Cataloging Music Using RDA and
MARC21(Version 1.1, 2015)
 Issued by: Music Library Associat...
Background
NISO/NASIG14
 Task group formed in 2011
 Charge
 Create music-related best practice documentation for
RDA
 ...
Coverage
In scope Out of scope
NISO/NASIG15
 Music scores
 Audio recordings
 Musical works
 Musical expressions
 Gene...
Music - General
NISO/NASIG16
 Title Information
 Title Proper/Other Title Information
 Parallel title information (MLA ...
Notated Music
May 20, 2015NISO/NASIG17
 Dates
 Publication vs copyright dates
 Edition Statement
 Voice ranges
 Music...
Audio Recordings
May 20, 2015NISO/NASIG18
 Statement of responsibility
 Creators vs contributors
 Composers vs performe...
DVD-Video/Blu-ray Discs
19
 Best Practices for Cataloging DVD-Video and Blu-
ray Discs Using RDA and MARC21 (Version 1.0,...
Background
NISO/NASIG20
 Task Force formed in 2012
 Charge:
 Revise the Guide to Cataloging DVD and Blu-ray Discs
Using...
Coverage
In scope Out of scope
NISO/NASIG21
 DVD-Video
 Blu-ray Discs
 Description
 Access
 DVD-ROM
 VHS, Beta, VCD,...
DVD-Video/Blu-ray Discs
NISO/NASIG22
 Titles
 Parts, sections, etc.
 Statement of Responsibility
 Work vs expression l...
DVD-Video/Blu-ray Discs
NISO/NASIG23
 Technical details
 Scattered throughout MARC record: 34X, 538, 500
 Sound, video,...
Streaming Media (Video/Audio)
24
 Best Practices for Cataloging Streaming Media
Using RDA and MARC21 (Version 1.0, 2015)
...
Background
NISO/NASIG25
 Task Force formed in 2012
 Charge:
 Revise Best Practices for Streaming Media (2008) for use
w...
Coverage
In scope Out of scope
NISO/NASIG26
 Streaming video
 Streaming audio
 Born digital
 Created from existing
res...
Streaming Media (Video/Audio)
NISO/NASIG27
Audio and/or video topics plus…
 Single vs separate records
 Source of inform...
Future Best Practices
May 20, 2015NISO/NASIG28
 LCMPT (MLA)
 http://www.musiclibraryassoc.org/resource/resmgr/BCC_
Resou...
Questions?
29
Thank you!
Mary Huismann
Music/Media Original Cataloger
University of Minnesota
huism002@umn.edu
NISO/NASIG ...
CONSER Implementation of RDA
NISO/NASIG Joint Webinar:
Not Business as Usual: Special cases in RDA serials cataloging
May ...
Topics
 CONSER Program
 Documentation shared by program participants
 Instructions for special formats
 Guidance for m...
CONSER Program
 Program for Cooperative Cataloging (PCC): serials
and integrating resources component
 Cooperative creat...
CONSER Documentation
 RDA CONSER Standard Record (CSR)
 CONSER Cataloging Manual (CCM)
 CONSER Editing Guide (CEG)
33
PCC Standard Records
 BIBCO Standard Record
http://www.loc.gov/aba/pcc/bibco/documents/PCC-RDA-
BSR.pdf
 CONSER Standard...
CSR elements
 RDA core
 PCC core
 PCC recommended
 Apply to textual serials in all formats
 Includes instructions for...
CSR elements
 Represent a floor upon which the description is built
 RDA 0.6.4: as a minimum includes all core elements
...
CSR
 Focus on meeting user needs
 Emphasizes access points over description
 Authority control for access points is req...
38
CSR
 Used with:
 RDA and LC-PCC Policy Statements (LC-PCC PSs)
 PCC Provider Neutral Guidelines for online resources
 ...
CONSER Cataloging Manual (CCM)
 CSR provides basic elements needed for continuing
resources in all formats
 CCM special ...
CONSER Cataloging Manual (CCM)
 Training and reference tool for continuing resources
cataloging
 Revised to incorporate ...
CCM
 30: Direct access electronic serials
 31: Remote access electronic serials (online serials)
 32: Microform serials...
CCM
43
CCM
44
CCM
45
CCM
46
CCM
 Module 35 Integrating resources added to
Catalogers Desktop in 2015
 Shared by BIBCO and CONSER Programs as
guidanc...
CCM
Integrating resource manual
48
CCM
IR Manual example:
49
CCM
IR Manual example:
50
CCM
 Other draft modules on CONSER website:
 Module 30 Direct Access Electronic Serials
 Module 34 Legal Serials
 Two ...
CCM
 Microform and Newspaper modules were delayed
pending a decision by the PCC on microform
treatment under RDA
52
Microforms and Newspapers
 Both modules deal with microform reproductions
 RDA 1.11
 record in the description the data...
Microforms and Newspapers
 AACR2 took the same approach as RDA
 But was modified in practice by an LCRI
 Allowed “quick...
Microforms and Newspapers
 LC-PCC PS 1.11:
 Description of microform based on the original
 Guidance for cloning and wo...
Microforms and Newspapers
 Microform instructions in LC-PCC PS 1.11 are being
added to the CCM modules on microforms and
...
Print on Demand (POD) Reproductions and
Photocopies
 Reproductions
 print reproductions that are not printed until an or...
LC-PCC PS 1.11
 Print on Demand (POD) Reproductions and
Photocopies
 "provider-neutral" approach
 single PCC record for...
LC-PCC PS 1.11
 Uncertain whether POD guidelines will have wide
usage for serials and integrating resources
59
Summary
 CONSER Program: serials and integrating resources
metadata and documentation
 Special format instructions:
 RD...
Applying the RDA CONSER
Standard Record to Rare
Serials
NISO/NASIG Joint Webinar:
Not Business as Usual: Special Cases in ...
PCC Standard Records
• BIBCO Standard Record (BSR)
http://www.loc.gov/aba/pcc/bibco/documen
ts/PCC-RDA-BSR.pdf
• CONSER St...
Descriptive Cataloging of Rare
Materials (Serials) (DCRMS)
PCC Standard Records
• Anyone can follow the CSR, but if a serial record is
created under CONSER (i.e., coded "pcc" in 042...
CONSER Standard Record
Organized
following RDA
structure
65
Rare Provisions in BSR/CSR
• May be used with any resources deemed rare
• Typically pre-early 19th century, but may be use...
Rare Provisions in CSR
1.7.1 Transcription
RDA 1.7.1. General Guidelines on Transcription
Alternative. The agency creating...
Rare Provisions in CSR
1.7.1 Transcription
• General rule: use Descriptive Cataloging for Rare
Materials (Serials) as the ...
Title proper (RDA core)
245 04 $a The Oxford gazette.
The Oxford gazette does not pose any problems, but early printed mat...
Statement of responsibility (RDA
core)
245 04 $a The Oxford gazette / $c
published by authority.
“Published by authority” ...
Designation of edition (RDA core)
• Designation of edition must be transcribed, if
found.
• Statement of responsibility re...
Numeric designation of the first
issue or part (RDA core)
CSR 2.6.2: Follow 2.6.2.3 Alternative and make a note (2.17.5.3)...
Chronological designation of the
first issue or part (RDA core)
CSR 2.6.3: Follow 2.6.3.3 Alternative and make a note (2.1...
Numeric designation of the last
issue or part (RDA core)
CSR 2.6.4: Follow 2.6.4.3 Alternative and make a note (2.17.5.3) ...
Chronological designation of the
last issue or part (RDA core)
CSR 2.6.5: Follow 2.6.5.3 Alternative and make a note (2.17...
Place of publication (RDA core)
CSR 2.8.2: If more than one place, only the first recorded is
required.
But: Rare material...
Publisher's name (RDA core)
CSR 2.8.4: If more than one publisher, only the first recorded is required.
But: Rare material...
Date of publication (RDA core)
CSR 2.8.6: Record the publication date(s) of first and/or last issue if the dates
are known...
Distribution, Manufacture,
Copyright Statements
Distribution and Manufacture information is PCC Core for
rare serials when...
Frequency (PCC core)
CSR 2.14. Current frequency (310) is a core element for
CONSER, if known. Former frequency (321) is n...
Note on title and issue used as
basis for identification (PCC core)
• CSR 2.17.2. Always make a note giving the source of ...
Note on title and issue used as
basis for identification (PCC core)
245 04 $a The Oxford gazette / $c published by authori...
Media (PCC core) and Carrier Type
(RDA core)
The Oxford Gazette: Each issue is printed on both sides of a single sheet.
As...
Extent (RDA core)
CSR 3.4. Both the number of units and the term indicating the type of unit are
required for a completed ...
Dimensions (RDA core)
CSR 3.5. Required only for resources other than print serials.
But: Rare materials: Required for ser...
Content type (RDA core)
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by ...
Relationships
Record relationships to other entities as appropriate. The
Oxford Gazette has a sequential work relationship...
Relationships
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Li...
CSR required non-RDA and MARC
data
• Cataloging source: language of cataloging. Use "eng" (040
$b)
• Cataloging source: de...
CSR required non-RDA and MARC data
040 $a [MARC library code] $b eng $e rda $e dcrms $c [MARC library code] $d …
245 04 $a...
Applying the RDA CONSER
Standard Record to Rare
Serials
NISO/NASIG Joint Webinar:
Not Business as Usual: Special Cases in ...
NISO/NASIG Joint Webinar • May 20, 2015
Questions?
All questions will be posted with presenter answers on
the NISO website...
Thank you for joining us today.
Please take a moment to fill out the brief online survey.
We look forward to hearing from ...
NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging
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NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging

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About the Webinar

Resource Description and Access (RDA) is a standard for descriptive cataloging, replacing AACR2, that provides instructions and guidelines on formulating bibliographic data in a linked data environment. Cataloging of special materials, such as reproductions, microforms, rare materials, etc. has always had unique requirements, which is also true when using RDA. Catalogers dealing with these special materials are experimenting with using RDA to meet the needs of their users and staff to effectively describe these resources.

Presenters during this joint NISO/NASIG Webinar will explore the topic of specialized RDA cataloging, the different formats requiring an extra level of data for cataloging, and share experiences with converting specialized collections into RDA.

Agenda

Introductions
Todd Carpenter, Executive Director, NISO

Melissa Johnson, MLIS, Electronic Resources and Serials Librarian, Reese Library, Georgia Regents University; Chair of the Continuing Education Committee, NASIG

Filling in the Blanks: RDA for Moving Images and Music
Mary Huismann, Music/Media Original Cataloger, University of Minnesota

CONSER Implementation of RDA
Les Hawkins, CONSER Coordinator, Library of Congress

Applying the RDA CONSER Standard Record to Rare Serials
Robert L. Maxwell, Senior Librarian, Harold B. Lee Library, Brigham Young University

Published in: Education
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NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging

  1. 1. NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging Wednesday, May 20, 2015 Speakers: Mary Huismann Music/Media Original Cataloger, University of Minnesota Les Hawkins CONSER Coordinator, Library of Congress Robert L. Maxwell Senior Librarian, Harold B. Lee Library, Brigham Young University http://www.niso.org/news/events/2015/webinars/nasig_rda/
  2. 2. _Filling_in_the_Blanks_ RDA for Moving Images and Music Mary Huismann, University of Minnesota Libraries
  3. 3. Outline May 20, 2015NISO/NASIG3  RDA and special formats materials  Vision and reality  A problem and a solution  Problem: Lack of practical, specific “guidance” for most special format materials  Solution: Development of community-based best practice guides  A look at three best practice guides  Music (Music Library Association)  DVD/Blu-ray (Online Audiovisual Catalogers)  Streaming media (Online Audiovisual Catalogers)
  4. 4. RDA and Special Formats 4 May 20, 2015NISO/NASIG
  5. 5. Vision NISO/NASIG5  A new standard for resource description and access  Web-based tool optimized for use as an online product  Envisioned to be  Consistent, flexible, extensible  Compatible with international standards, models, principles  Of use beyond libraries  “Format-agnostic”  Single set of instructions vs. format-based instructions  No presentation format instructions  Individual data elements Source: Tillett RDA Overview, 2009May 20, 2015
  6. 6. RDA Timeline NISO/NASIG6  2002 – AACR3 draft begun  2005 – alignment with FRBR, name change to RDA  2008 – full draft of RDA released  2009 – RDA release date announced  2010 – RDA published online (RDA Toolkit)  2010 – U.S. RDA Test (LC, NLM, NAL) + other testers  2011 – U.S. RDA Test final report released  2013 – LC implements RDA  2014 – Music Library Association Best Practices  2015 – Online Audiovisual Catalogers Best PracticesMay 20, 2015
  7. 7. Reality NISO/NASIG7  A new standard for resource description and access  Difficult to reap the benefits while still using MARC  Individual data elements  Granularity is good   Machine manipulation  Linked data  Single set of instructions  One size didn’t fit all  Necessary to add more specific instructions  RDA + MARC21 = ???!!! May 20, 2015
  8. 8. A Problem and A Solution 8 May 20, 2015NISO/NASIG
  9. 9. Problem NISO/NASIG9  Problem: Lack of practical, specific “guidance” for many aspects of special format materials  Examples  Notated music  Cover  Moving Images  Aspect ratio  Streaming media  Specific technical details May 20, 2015
  10. 10. Solution NISO/NASIG10  Solution: Development of community-based best practice guides  Examples  Cover  MLA BP 2.2.2.2 adds a description of cover (“substantially different material (e.g., heavier or different colored paper) than the paper on which the music is printed”)  Aspect ratio  OLAC BP 2.5.2 gives guidance on when to record aspect ratio as an element and/or an edition statement  Streaming media  OLAC BP recommendation for provider-neutral approach but gives an option for provider-specific approach May 20, 2015
  11. 11. Three Best Practice Guides: MLA & OLAC 11 May 20, 2015NISO/NASIG
  12. 12. Music, Video, Streaming Media May 20, 2015NISO/NASIG12  Guides designed to be compatible with existing RDA documentation  LC-PCC PS  PCC guidelines  Organization of content varies  Music, Streaming Media by RDA Instruction  Video by “modified” MARC21  Planned maintenance/revision
  13. 13. Music 13  Best Practices for Cataloging Music Using RDA and MARC21(Version 1.1, 2015)  Issued by: Music Library Association http://bcc.musiclibraryassoc.org/BCC- Historical/BCC2015/RDA_Best_Practices_for_Music_Catal oging_v1.1-150217.pdf NISO/NASIG May 20, 2015
  14. 14. Background NISO/NASIG14  Task group formed in 2011  Charge  Create music-related best practice documentation for RDA  Make recommendations regarding the relationship between MLA BP and other official RDA policies (e.g., LC- PCC PS)  Create complete examples for scores, audio recordings, musical works and expressions  Included in RDA Toolkit May 20, 2015
  15. 15. Coverage In scope Out of scope NISO/NASIG15  Music scores  Audio recordings  Musical works  Musical expressions  General cataloging In… Sort of  Video recordings May 20, 2015
  16. 16. Music - General NISO/NASIG16  Title Information  Title Proper/Other Title Information  Parallel title information (MLA BP Appendix D)  Identifiers  Lots of details to record  Notes  Elements  Access points for musical works/expressions  RDA 6.28 May 20, 2015
  17. 17. Notated Music May 20, 2015NISO/NASIG17  Dates  Publication vs copyright dates  Edition Statement  Voice ranges  Musical presentation  Identifiers  Plate numbers, publisher numbers, ISMN  Multiple carriers  Scores and parts  Notes & Elements  Type of notation
  18. 18. Audio Recordings May 20, 2015NISO/NASIG18  Statement of responsibility  Creators vs contributors  Composers vs performers  Dates  Phonogram vs copyright dates  Identifiers  Label number, UPC, EAN  Technical details  MLA BP Ch. 3 Appendix  Compilations  Contents notes
  19. 19. DVD-Video/Blu-ray Discs 19  Best Practices for Cataloging DVD-Video and Blu- ray Discs Using RDA and MARC21 (Version 1.0, 2015)  Issued by: Online Audiovisual Catalogers http://olacinc.org/drupal/capc_files/DVD_RDA_Guide.pdf NISO/NASIG May 20, 2015
  20. 20. Background NISO/NASIG20  Task Force formed in 2012  Charge:  Revise the Guide to Cataloging DVD and Blu-ray Discs Using AACR2r and MARC21 (2008) for use with RDA  Provide examples for cataloging these materials  Dual purpose  Provide set of best practices  Continue the “how-to” approach of the previous guides May 20, 2015
  21. 21. Coverage In scope Out of scope NISO/NASIG21  DVD-Video  Blu-ray Discs  Description  Access  DVD-ROM  VHS, Beta, VCD, etc.  Genre/Form May 20, 2015
  22. 22. DVD-Video/Blu-ray Discs NISO/NASIG22  Titles  Parts, sections, etc.  Statement of Responsibility  Work vs expression level roles  Where to record  Production/Publication Statement  RDA definition of “production”  Publication statement should reflect manifestation in hand  Series  Publisher series vs television series May 20, 2015
  23. 23. DVD-Video/Blu-ray Discs NISO/NASIG23  Technical details  Scattered throughout MARC record: 34X, 538, 500  Sound, video, regional encoding, aspect ratio, etc.  Language, accessibility information  Subtitles, captions, audio description  Information about the original production  Country of producing entity  Date  Collaborative works exception for moving images  RDA 6.27.1.3  Preferred titles  LC-PCC PS 6.27.1.9 May 20, 2015
  24. 24. Streaming Media (Video/Audio) 24  Best Practices for Cataloging Streaming Media Using RDA and MARC21 (Version 1.0, 2015)  Issued by: Online Audiovisual Catalogers http://olacinc.org/drupal/capc_files/Streaming_Media_RDA. pdf NISO/NASIG May 20, 2015
  25. 25. Background NISO/NASIG25  Task Force formed in 2012  Charge:  Revise Best Practices for Streaming Media (2008) for use with RDA  Provide examples May 20, 2015
  26. 26. Coverage In scope Out of scope NISO/NASIG26  Streaming video  Streaming audio  Born digital  Created from existing resource in another format  Resources on tangible media (e.g., CD-ROM, MP3 on CD, etc.)  Genre/form May 20, 2015
  27. 27. Streaming Media (Video/Audio) NISO/NASIG27 Audio and/or video topics plus…  Single vs separate records  Source of information  Defining “part of the resource itself”  File types, software players  Options for recording technical details  Provider-neutral approach  Provider-specific approach  Resources converted from different formats May 20, 2015
  28. 28. Future Best Practices May 20, 2015NISO/NASIG28  LCMPT (MLA)  http://www.musiclibraryassoc.org/resource/resmgr/BCC_ Resources/ProvisionalBestPracticesforU.pdf  LCGFT (MLA)  Coming soon!  Video Games (OLAC)  Coming soon!  Playaway (MLA/OLAC)  Disc-based resources (CD-ROM, DVD-ROM) (OLAC)  Realia (OLAC)  Non-musical audio recordings (OLAC)
  29. 29. Questions? 29 Thank you! Mary Huismann Music/Media Original Cataloger University of Minnesota huism002@umn.edu NISO/NASIG May 20, 2015
  30. 30. CONSER Implementation of RDA NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging May 20, 2015 Les Hawkins Library of Congress 30
  31. 31. Topics  CONSER Program  Documentation shared by program participants  Instructions for special formats  Guidance for microform and print on demand resources 31
  32. 32. CONSER Program  Program for Cooperative Cataloging (PCC): serials and integrating resources component  Cooperative creation and maintenance of metadata in a shared database  Documentation reflects practices agreed upon by the CONSER Operations Committee  Technical and strategic decisions made by members and committees of the PCC 32
  33. 33. CONSER Documentation  RDA CONSER Standard Record (CSR)  CONSER Cataloging Manual (CCM)  CONSER Editing Guide (CEG) 33
  34. 34. PCC Standard Records  BIBCO Standard Record http://www.loc.gov/aba/pcc/bibco/documents/PCC-RDA- BSR.pdf  CONSER Standard Record http://www.loc.gov/aba/pcc/conser/documents/CONSER- RDA-CSR.pdf 34
  35. 35. CSR elements  RDA core  PCC core  PCC recommended  Apply to textual serials in all formats  Includes instructions for rare serials 35
  36. 36. CSR elements  Represent a floor upon which the description is built  RDA 0.6.4: as a minimum includes all core elements that are:  Applicable  Readily ascertainable  Any additional elements needed to meet user needs may be added 36
  37. 37. CSR  Focus on meeting user needs  Emphasizes access points over description  Authority control for access points is required  Evolves as RDA evolves  As of January 1, 2015: All newly coded CONSER records follow the RDA CSR 37
  38. 38. 38
  39. 39. CSR  Used with:  RDA and LC-PCC Policy Statements (LC-PCC PSs)  PCC Provider Neutral Guidelines for online resources  CSR instructions are being integrated into the LC- PCC PSs  Serials in special formats:  CSR used in conjunction with format specific CCM modules 39
  40. 40. CONSER Cataloging Manual (CCM)  CSR provides basic elements needed for continuing resources in all formats  CCM special format modules contain many more format specific details:  Practical approaches to problems solving  Agreed upon documented practices  Useful references for both experienced and occasional catalogers of special formats 40
  41. 41. CONSER Cataloging Manual (CCM)  Training and reference tool for continuing resources cataloging  Revised to incorporate RDA 2013/2015  Some RDA modules are still in draft form  Updating the CCM has been a cooperative effort- thanks to CONSER members! 41
  42. 42. CCM  30: Direct access electronic serials  31: Remote access electronic serials (online serials)  32: Microform serials  33: Newspapers  34: Legal serials  35: Integrating resources 42
  43. 43. CCM 43
  44. 44. CCM 44
  45. 45. CCM 45
  46. 46. CCM 46
  47. 47. CCM  Module 35 Integrating resources added to Catalogers Desktop in 2015  Shared by BIBCO and CONSER Programs as guidance for integrating resources  Known as the “Integrating Resources Manual”  Covers paper updating loose-leafs, online databases, websites, etc. 47
  48. 48. CCM Integrating resource manual 48
  49. 49. CCM IR Manual example: 49
  50. 50. CCM IR Manual example: 50
  51. 51. CCM  Other draft modules on CONSER website:  Module 30 Direct Access Electronic Serials  Module 34 Legal Serials  Two special format modules under revision  Module 32 Microform Serials  Module 33 Newspapers 51
  52. 52. CCM  Microform and Newspaper modules were delayed pending a decision by the PCC on microform treatment under RDA 52
  53. 53. Microforms and Newspapers  Both modules deal with microform reproductions  RDA 1.11  record in the description the data relating to the facsimile or reproduction  Record any data relating to the original … as an element of a related work or related manifestation (in a note or linking entry field) 53
  54. 54. Microforms and Newspapers  AACR2 took the same approach as RDA  But was modified in practice by an LCRI  Allowed “quick cloning” from the print record  RDA implementation resulted in a mix of practices being used  PCC approved continuation of earlier LCRI practices for microform reproductions  LC-PCC PS 1.11 54
  55. 55. Microforms and Newspapers  LC-PCC PS 1.11:  Description of microform based on the original  Guidance for cloning and working with copy  Elements of the reproduction recorded in a note field (533 and optionally linking entry 776) 55
  56. 56. Microforms and Newspapers  Microform instructions in LC-PCC PS 1.11 are being added to the CCM modules on microforms and newspapers  Thanks to the work of a group of volunteer editors and reviewers  Aimed at providing practical approach to these resources  Based upon agreed practices 56
  57. 57. Print on Demand (POD) Reproductions and Photocopies  Reproductions  print reproductions that are not printed until an order is received  printed using digital techniques digital source (e.g. PDF)  Photocopies  typically printed using xerographic techniques  source is a physical document.  POD reproduction or photocopy  Made in-house or ordered from a POD or photocopy service provider 57
  58. 58. LC-PCC PS 1.11  Print on Demand (POD) Reproductions and Photocopies  "provider-neutral" approach  single PCC record for multiple POD reproductions of the same original resource  Does not apply to:  regular print publications  republications, reprints, facsimile reproductions, etc.  microform reproductions 58
  59. 59. LC-PCC PS 1.11  Uncertain whether POD guidelines will have wide usage for serials and integrating resources 59
  60. 60. Summary  CONSER Program: serials and integrating resources metadata and documentation  Special format instructions:  RDA/LC-PCC PS  CSR  CCM  2015: guidelines in LC-PCC PS for microforms and print on demand publications 60
  61. 61. Applying the RDA CONSER Standard Record to Rare Serials NISO/NASIG Joint Webinar: Not Business as Usual: Special Cases in RDA Serials Cataloging May 20, 2015 Robert L. Maxwell Brigham Young University
  62. 62. PCC Standard Records • BIBCO Standard Record (BSR) http://www.loc.gov/aba/pcc/bibco/documen ts/PCC-RDA-BSR.pdf • CONSER Standard Record (CSR) http://www.loc.gov/aba/pcc/conser/docum ents/CONSER-RDA-CSR.pdf 62
  63. 63. Descriptive Cataloging of Rare Materials (Serials) (DCRMS)
  64. 64. PCC Standard Records • Anyone can follow the CSR, but if a serial record is created under CONSER (i.e., coded "pcc" in 042) • The record must include all the RDA and PCC core elements that are applicable and readily ascertainable • All access points must be under authority control • If records for rare serials include all the RDA and PCC core elements, plus the PCC rare core elements, they may be coded "dcrms" in addition to "rda" • Records generally should include subject access 64
  65. 65. CONSER Standard Record Organized following RDA structure 65
  66. 66. Rare Provisions in BSR/CSR • May be used with any resources deemed rare • Typically pre-early 19th century, but may be used with resources from any period • Rare serials identified by "$e rda $e dcrms" in 040 • Generally an expansion of the CSR • One element calls for different treatment • 1.7.1 Transcription 66
  67. 67. Rare Provisions in CSR 1.7.1 Transcription RDA 1.7.1. General Guidelines on Transcription Alternative. The agency creating the data may establish in- house guidelines for capitalization, punctuation, numerals, symbols, abbreviations, etc., or choose a published style manual, etc., as its preferred guide (e.g., The Chicago Manual of Style). In such situations, use those guidelines or that style manual instead of the instructions at 1.7.2– 1.7.9 and in the appendices. 67
  68. 68. Rare Provisions in CSR 1.7.1 Transcription • General rule: use Descriptive Cataloging for Rare Materials (Serials) as the "designated published style manual" in place of the instructions given under RDA 1.7.2-1.7.9 for transcribing punctuation, numerals, symbols, abbreviations, etc. • Transcribe numbers expressed as words in the form in which they appear on the source • Record numerals in the form in which they appear on the source (e.g., as roman numerals) 68
  69. 69. Title proper (RDA core) 245 04 $a The Oxford gazette. The Oxford gazette does not pose any problems, but early printed materials sometimes have characters and symbols that cannot be reproduced in MARC. RDA 1.7.5. Replace symbols and other characters, etc., that cannot be reproduced by the facilities available with a description of the symbol enclosed in square brackets. (See also LCPS 1.4)
  70. 70. Statement of responsibility (RDA core) 245 04 $a The Oxford gazette / $c published by authority. “Published by authority” might be given as a note rather than transcribed as a statement of responsibility. CSR 2.4.2: Rare materials: Make a 550 note about changes in statement of responsibility. See DCRM(S) 1E15. There are no changes in the short history of The Oxford Gazette
  71. 71. Designation of edition (RDA core) • Designation of edition must be transcribed, if found. • Statement of responsibility relating to the edition is not core in RDA but is PCC core for rare materials. • The Oxford Gazette does not have a designation of edition.
  72. 72. Numeric designation of the first issue or part (RDA core) CSR 2.6.2: Follow 2.6.2.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Began ..."). Record or supply … designation of the first issue whenever this information is available, regardless of whether the first issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.2.3 to make a note unless the first issue is not available (see DCRM(S) 3A1, 3B). The Oxford Gazette: the numeral looks like a roman numeral, but examination of the text shows that this is the form used by the printer for the Arabic numeral 1. Following DCRM principles for transcription, we transcribe the form intended. 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1
  73. 73. Chronological designation of the first issue or part (RDA core) CSR 2.6.3: Follow 2.6.3.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Began ..."). Record or supply … designation of the first issue whenever this information is available, regardless of whether the first issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.3.3 to make a note unless the first issue is not available (see DCRM(S) 3A1, 3C). The Oxford Gazette: No chronological designation on the resource, but under RDA 2.6.3.2 we can record this information from another source. The information can be inferred from the dates of the events recorded. 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1 ([November 18, 1665])
  74. 74. Numeric designation of the last issue or part (RDA core) CSR 2.6.4: Follow 2.6.4.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Ceased ..."). Record or supply … designation of the last issue whenever this information is available, regardless of whether the last issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.4.3 to make a note unless the last issue is not available (see DCRM(S) 3A1, 3B). 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23
  75. 75. Chronological designation of the last issue or part (RDA core) CSR 2.6.5: Follow 2.6.5.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Ceased ..."). Record or supply … designation of the last issue whenever this information is available, regardless of whether the last issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.5.3 to make a note unless the last issue is not available (see DCRM(S) 3A1, 3C). DCRM(S) 3C3. When the chronological designation is based on the Julian (Old Style) calendar, and the serial is known to have been issued in the following year according to the Gregorian (New Style) calendar, transcribe the date as it appears and supply the Gregorian year in square brackets. 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  76. 76. Place of publication (RDA core) CSR 2.8.2: If more than one place, only the first recorded is required. But: Rare materials: Generally transcribe all places of publication (see DCRM(S) 4B6.1-2). If a place of publication is known to be fictitious or incorrect, supply a correction in square brackets (see DCRM(S) 4B9) Modern form of the place name supplied following DCRM(S) 4B3. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  77. 77. Publisher's name (RDA core) CSR 2.8.4: If more than one publisher, only the first recorded is required. But: Rare materials: Generally transcribe all publishers' names (see DCRM(S) 4C6.1- 2). If a publisher's name is known to be fictitious or incorrect, supply a correction in square brackets (see DCRM(S) 4C5) DCRM(S) 4C2: Transcribe the name of the publisher, together with any associated words, as it appears in the serial. DCRM(S) 4A6: Statements relating to printing will sometimes be more appropriately transcribed as elements of publication, distribution, etc. in early printed serials. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  78. 78. Date of publication (RDA core) CSR 2.8.6: Record the publication date(s) of first and/or last issue if the dates are known and the first and/or last issues are in hand. But: Rare materials: Transcribe date(s) of the first and/or last issue (see DCRM(S) 4D1.2). If a date of publication is known to be fictitious or incorrect, supply the correct year in square brackets (see DCRM(S) 4D2.3). The Oxford Gazette: There are no publication dates to transcribe, but we can infer the dates from the issue dates. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  79. 79. Distribution, Manufacture, Copyright Statements Distribution and Manufacture information is PCC Core for rare serials when present in the resource. Copyright date is PCC recommended for rare serials when present in the resource. If a full transcription of the copyright statement is desired, record it in a note There is no distribution, manufacture, or copyright information in The Oxford Gazette. As seen above, "Printed by Leonard Litchfield …" has been interpreted as publication information.
  80. 80. Frequency (PCC core) CSR 2.14. Current frequency (310) is a core element for CONSER, if known. Former frequency (321) is not required on original records But: Rare materials: Record former frequency, if known (see DCRM(S) 7B1.2). There are no special procedures for recording frequency of rare serials. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 310 $a Semiweekly 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  81. 81. Note on title and issue used as basis for identification (PCC core) • CSR 2.17.2. Always make a note giving the source of title, even if it is the title page. Combine the note with a "Description based on" note (see 2.17.13). Encode the two notes in a single 588 field. • CSR 2.17.13. • Always provide a "Description based on" note even if first issue is in hand. • Wording in RDA: "Identification of the resource based on: ... " is only an example. CONSER will continue to use "Description based on" wording. • Always make a note ("Latest issue consulted:") identifying the latest issues used as the basis for identification of the resource even if last issue is in hand. • Rare materials: Transcribe the numbering for the issue, part, or iteration used as the basis for identification in the same order as in the numbering area, and with the appropriate prescribed punctuation (see DCRM(S) 7B21.1, 7B21.2)
  82. 82. Note on title and issue used as basis for identification (PCC core) 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 310 $a Semiweekly 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  83. 83. Media (PCC core) and Carrier Type (RDA core) The Oxford Gazette: Each issue is printed on both sides of a single sheet. As with other printed materials, the carrier type for rare serials is more commonly "volume," but in this case we record "sheet". 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 310 $a Semiweekly 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  84. 84. Extent (RDA core) CSR 3.4. Both the number of units and the term indicating the type of unit are required for a completed or "dead" resource (in any format) for which the total extent is known. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets 310 $a Semiweekly 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  85. 85. Dimensions (RDA core) CSR 3.5. Required only for resources other than print serials. But: Rare materials: Required for serials in all formats. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  86. 86. Content type (RDA core) 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  87. 87. Relationships Record relationships to other entities as appropriate. The Oxford Gazette has a sequential work relationship to The London Gazette and was edited by Henry Muddiman.
  88. 88. Relationships 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 700 1 $a Muddiman, Henry, $d 1628 or 1629-1692, $e editor. 785 00 $t London gazette $w (DLC) 15003600 $w (OCoLC)6672113
  89. 89. CSR required non-RDA and MARC data • Cataloging source: language of cataloging. Use "eng" (040 $b) • Cataloging source: description conventions. Use "rda" (040 $e, directly after $b) Rare materials: use "rda" and "dcrms" recorded in separate subfields $e directly after $b • Authentication code. If creating BIBCO records, use "pcc" (042) • Subject and genre/form access. As appropriate, assign a complement of access points that provide access to at least the primary subject and/or form. Use terms from established thesauri. Rare materials: adding genre/form terms from one of the RBMS controlled vocabularies or other thesaurus is strongly recommended.
  90. 90. CSR required non-RDA and MARC data 040 $a [MARC library code] $b eng $e rda $e dcrms $c [MARC library code] $d … 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 651 0 $a Great Britain $x History $y Charles II, 1660-1685 $v Newspapers. 655 7 $a Newspapers $2 rbgenr or 655 7 $a Newspapers $2 lcgft 700 1 $a Muddiman, Henry, $d 1628 or 1629-1692, $e editor. 785 00 $t London gazette $w (DLC) 15003600 $w (OCoLC)6672113
  91. 91. Applying the RDA CONSER Standard Record to Rare Serials NISO/NASIG Joint Webinar: Not Business as Usual: Special Cases in RDA Serials Cataloging May 20, 2015 Robert L. Maxwell Brigham Young University Robert_Maxwell@byu.edu
  92. 92. NISO/NASIG Joint Webinar • May 20, 2015 Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2015/webinars/nasig_rda/ NISO/NASIG Joint Webinar Not Business as Usual: Special cases in RDA serials cataloging
  93. 93. Thank you for joining us today. Please take a moment to fill out the brief online survey. We look forward to hearing from you! THANK YOU

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