This document provides an introduction and outline for a presentation on cataloging music audiovisual materials using RDA. It introduces the Music Library Association and Online Audiovisual Catalogers, their relevant committees and best practices documents. The presentation outline covers work and expression-level metadata such as relationships between works, expressions, creators and contributors. It also covers manifestation-level metadata like publication information and physical description. Examples are provided to illustrate concepts.

1. Cataloging Music Audiovisual
Materials Using RDA
2015 August 26
Music Library Association Educational Outreach Subcommittee
Music Library Association Cataloging and Metadata Committee
In cooperation with ALA Editions
Keith Knop
Associate Music Cataloger
Warren D. Allen Music Library
Florida State University
kknop@fsu.edu
Jay Weitz
Senior Consulting Database Specialist
Data Infrastructure and WorldCat
Quality Management Division
OCLC
jay_weitz@oclc.org

2. Introduction: Shameless Plug
Music Library Association (MLA)
http://www.musiclibraryassoc.org
MLA’s Cataloging and Metadata Committee
• Cataloging Resources
• http://www.musiclibraryassoc.org/BlankCustom.asp?page=cmc_catres
• Best Practices for Music Cataloging Using RDA and MARC21
• Integrated with RDA Toolkit
• http://www.rdatoolkit.org/musicbestpractices (freely available PDF, but older version)
• Best Practices for Using LCGFT for Music Resources
• Best Practices for Using LCMPT
• http://www.musiclibraryassoc.org/page/cmc_mlabestpractices

3. Introduction: Shameless Plug
Online Audiovisual Catalogers (OLAC)
http://www.olacinc.org
OLAC’s Cataloging Policy Committee (CAPC)
•“… to represent the concerns of AV catalogers in matters relating to the formation, interpretation,
and implementation of national and international cataloging standards, rules, and related
matters.”
• A/V and Nonprint Glossary
̶ Expands and updates Nancy Olson's 1988 Audiovisual Material Glossary
• http://olacinc.org/avglossary/
• Best Practices for Cataloging DVD-Video and Blu-ray Discs Using RDA and MARC 21
• http://www.olacinc.org/drupal/capc_files/DVD_RDA_Guide.pdf
• Best Practices for Cataloging Streaming Media Using RDA and MARC21
• http://olacinc.org/drupal/capc_files/Streaming_Media_RDA.pdf
• Video Language Coding: Best Practices
• http://olacinc.org/drupal/capc_files/VideoLangCoding2012-09.pdf
• Best Practices for Cataloging Video Games Using RDA and MARC21
• http://www.olacinc.org/drupal/capc_files/GameBestPractices.pdf
• Future: New RDA Best Practices for Cataloging Playaways, from a joint MLA/OLAC Task Force

4. Presentation Outline
• Part 1: Work and Expression-Level Metadata
• FRBR, Video Recordings, and Live Performance: A Grievous Oversimplification
• Subject and Genre Access
• Relationships between Works, Expressions, Creators, and Contributors
• Real-World Examples
• Part 2: Manifestation-Level Metadata
• Publication information
• Content, Media, and Carrier Data
• Physical, Encoding and Presentation Characteristics

5. FRBR in One Slide
• Group 1 Entities:
• Work > Expression >
Manifestation > Item
• Group 2 Entities:
• Creators and contributors
• Group 3 Entities:
• Subjects of works
• User Tasks:
• Find, Identify, Select, Obtain

6. Expressed through
performance
Captured performance
manifested as recording
Work
Sound Recording Model
RDA
6.28.1.2

7. Expressed by
release
Document of performance
Related work
Collaborative work
Film Model
245 00 $a Hippolyte et Aricie : $b a
tragedy in five acts … / $c music by…
700 1# $a Rameau, Jean-Philippe, $d
1683-1764, $e composer. …
RDA 6.27.1.3
Exception:

8. Subject/Genre Access
Library of Congress Genre/Form Terms for music
• Approved in February 2015
• Genre and medium of performance decoupled
• Still missing some terms, mostly for types of dramatic music
• Mostly clean mapping from LCSH “genre” headings to LCGFT,
provided the LCSH heading does not include medium of
performance

9. Subject/Genre Access
LCSH LCGFT
650 #0 $a Opera (topical) 655 #7 $a Operas $2 lcgft
650 #0 $a Operas (genre) 655 #7 $a Filmed operas $2 lcgft
655 #7 $a Opera films $2 lcgft
Filmed…
ballets, dance, musicals, operas, operettas,* performances

10. Subject/Genre Access
LCSH LCGFT
650 #0 $a Opera (topical) 655 #7 $a Operas $2 lcgft
650 #0 $a Operas (genre) 655 #7 $a Filmed operas $2 lcgft
655 #7 $a Opera films $2 lcgft
Filmed…
ballets, dance, musicals, operas, operettas,* performances
*
but

11. Filmed x
vs
X films

12. Stage production
filmed before a live
audience
Filmed operas
Filmed on location
in various places
around Vicenza;
music recorded
separately and
dubbed in
Opera films
Filmed x
vs
X films

13. Subject/Genre Recommendations
• Assign relevant LCGFT headings for music and moving images
• Assign headings from both musical and moving image genre
vocabularies
-or-
• Choose one based on local policy determined by the needs of your
users
• Continue to assign LCSH headings for music as described in
the Subject Heading Manual
• See Best Practices for Using LCGFT for Music Resources

14. Subject/Genre Recommendations
• If an assigned LCSH term includes medium of performance,
also record corresponding terms from Library of Congress
Medium of Performance Terms thesaurus
• MARC field 382
• See Best Practices for Using LCMPT for guidance
• For other genres, use cataloger’s judgment in applying LCMPT
• Video packaging/credits may or may not provide enough reliable
information
• Medium of performance less important for some genres than others
• Consider the needs of your users

15. Works, Expressions, Creators, and Contributors
Title Proper and Statement(s) of Responsibility
• Preferred source of information for moving image material: title
frames (RDA 2.2.2.3)
Followed by…
• Disc label (tangible resources) or textual content (online resources)
• Container or accompanying material (comprehensive description only)
• Internal source (e.g., disc menu) or encoded metadata (online resources)
• Title proper (RDA 2.3.2)
• Transcribe from the preferred source (MARC 245 $a, $n, $p)
• Statement of responsibility associated with the title proper (RDA 2.4)
• Transcribe from same source as title proper (MARC 245 $c)
• Only the first statement is considered core
• MLA recommendation: transcribe all statements from the principle source, and
optionally record statements from additional sources (MARC 511, 508)

16. Recording Relationships
Creators (RDA 19.0-19.3)
• choreographer
• use for ballets or other works where dance
is a central element
• composer
• librettist
• use for opera, oratorio, ballet, and the
spoken text of a musical
• lyricist
• use for the sung text of a musical or other
words written for music
• instead use author for preexisting words
set to music
RDA Appendix I: Relationship designators for persons, families, and corporate bodies
associated with the resource (MARC encoding: 1xx/7xx $e)

17. Recording Relationships
Creators (RDA 19.0-19.3)
• choreographer
• use for ballets or other works where dance
is a central element
• composer
• librettist
• use for opera, oratorio, ballet, and the
spoken text of a musical
• lyricist
• use for the sung text of a musical or other
words written for music
• instead use author for preexisting words
set to music
Contributors (RDA 20.0-20.2)
• choreographer (expression)
• use for resources where dance is
incidental
• composer (expression)
• use for music added to a work or
replacing preexisting music
• performer
• use most specific term available:
conductor, dancer, singer,
instrumentalist, etc.
• various technical/artistic credits
• costume designer, lighting designer,
production designer, stage director,
etc.
RDA Appendix I: Relationship designators for persons, families, and corporate bodies
associated with the resource (MARC encoding: 1xx/7xx $e)

18. Recording Relationships
• Container of
• Contents notes (MARC field 505)
• Authorized access points (MARC field 7xx)
RDA Appendix J: Relationship designators for relationships between works,
expressions, manifestations, and items (MARC: 7xx $i)
700 12 $i Container of (work): $a Copland,
Aaron, $d 1900-1990. $t Sonatas, $m
violin, piano.
700 12 $i Container of (work): $a Tan, Dun,
$d 1957- $t Tea.
-or-
700 12 $a Tan, Dun, $d 1957- $t Tea.

19. Recording Relationships
• Container of
• Contents notes (MARC field 505)
• Authorized access points (MARC field 7xx)
• Based on
• Opera adaptation of
• Musical theatre adaptation of
• Libretto based on*
• Musical setting of
RDA Appendix J: Relationship designators for relationships between works,
expressions, manifestations, and items (MARC: 7xx $i)
700 12 $i Container of (work): $a Copland,
Aaron, $d 1900-1990. $t Sonatas, $m
violin, piano.
700 12 $i Container of (work): $a Tan, Dun,
$d 1957- $t Tea.
-or-
700 12 $a Tan, Dun, $d 1957- $t Tea.
Little Shop of Horrors (the musical)
700 1# $i Musical theatre adaptation of (work): $a Little shop of horrors (Motion picture: 1960)
Little Shop of Horrors (the 1986 musical film)
700 1# $i Adaptation of (work): $a Menkin, Alan. $t Little shop of horrors.

20. Recommendations for Recording
Relationships
• For performances of single works
• Create authorized access points for composer(s), librettist(s), and other
creators
• Create authorized access points for contributors if feasible
• Create an authorized access point for the musical work (RDA 6.28)
• For ballets and other dance works, also create an authorized access
point for the choreographic work (LC-PCC PS for RDA 6.27.1.9)
Old practice:
730 #2 $a Coppélia (Choreographic work : Petipa, M after Saint-Léon)
Current practice:
700 12 $a Petipa, Marius, $d 1818-1910. $t Coppélia.

21. Recommendations for Recording
Relationships
• For concerts, recitals, and other filmed performances of multiple works
• Treat as a compilation
• See RDA 2.3.2.6 (general instructions), RDA 6.2.2.11 (multiple composers), RDA 6.14.2.8
(works by one composer)
• Record each performed work in a contents note
• For “classical” works, preferably also create authorized access points
• MARC: 700 12 $i Container of (work/expression):
• For documentaries incorporating performances
• Generally do not record fragmentary performances of works or performances
incorporated into the overall narrative, or summarize in a general note
• Use cataloger’s judgement for complete performances
• For lecture recitals, masterclasses, filmed rehearsals, etc., also provide
name/title subject headings if appropriate

22. Hippolyte et Aricie
opera, based on a play by Racine
245 00 $a Hippolyte et Aricie … / $c music by Jean-Philippe Rameau; libretto by
Simon-Joseph Pellegrin.
511 0# $a Ed Lyon (Hippolytus) ; Christiane Karg (Aricia) …
508 ## $a Director, Jonathan Kent ; designer, Paul Brown …
650 #0 $a Operas.
655 #7 $a Operas. $2 lcgft
655 #7 $a Filmed operas. $2 lcgft ...
700 1# $a Rameau, Jean-Philippe, $d 1683-1764, $e composer.
700 1# $a Pellegrin, $c M. l'abbé $q (Simon-Joseph), $d 1663-1745, $e librettist.
700 1# $a Lyon, Ed, $e singer. ...
700 12 $i Container of (work): $a Rameau, Jean-Philippe, $d 1683-1764. $t Hippolyte et Aricie.
700 1# $i Opera adaptation of (work): $a Racine, Jean, $d 1639-1699. $t Phèdre.

23. Poppea//Poppea
modern dance work loosely based on the plot of Monteverdi’s opera about Poppea Sabina,
the music by Martin Donner plus a pastiche of preexisting works of six composers (specific
pieces not identified)
245 00 $a Poppea//Poppea / $c choreographer
Christian Spuck ; directed by Nikolai Vialkowitsch
; performed by Gauthier Dance, Dancecompany
Theaterhaus Stuttgart.

24. Poppea//Poppea
modern dance work loosely based on the plot of Monteverdi’s opera about Poppea Sabina,
the music by Martin Donner plus a pastiche of preexisting works of six composers (specific
pieces not identified)
245 00 $a Poppea//Poppea / $c choreographer Christian Spuck…
511 0# $a Gauthier Dance (Eric Gauthier, Anneleen Dedroog…)
508 ## $a Costume and set design, Emma Ryott…
600 00 $a Poppea Sabina, $c Empress [etc], $d -65. $v Drama.
650 #0 $a Ballets.
655 #7 $a Ballets. $2 lcgft
655 #7 $a Filmed ballets. $2 lcgft
700 1# $a Spuck, Christian, $e choreographer.
700 1# $a Donner, Martin, $e composer.
700 1# $a Monteverdi, Claudio, $d 1567-1643, $e composer…
700 1# $a Vialkowitsch, Nikolai, $e director. …
700 12 $i Container of (work): $a Spuck, Christian. $t Poppea//Poppea.
700 12 $i Container of (work): $a Donner, Martin. $t Poppea//Poppea.
700 1# $i Based on (work): $a Busenello, Giovanni Francesco, $d 1598-1659. $t
Incoronazione di Poppea.

25. You Can’t Sing It for Them
documentary about contemporary church music in African-American congregations;
fragmentary performances only, centered around music director Jonathan Berryman and
Messiah Baptist Church in Bridgeport, Connecticut
245 00 $a You can't sing it for them / $c the
Institute of Sacred Music, Yale University presents
; a film by Margot Fassler, Jacqueline Richard.

26. You Can’t Sing It for Them
documentary about contemporary church music in African-American congregations;
fragmentary performances only, centered around music director Jonathan Berryman and
Messiah Baptist Church in Bridgeport, Connecticut
245 00 $a You can't sing it for them / $c the Institute
of Sacred Music, Yale University presents ; a film by
Margot Fassler, Jacqueline Richard.
508 $a Edited by Lisa Molomot, Jacqueline Richard …
610 20 $a Messiah Baptist Church.
650 #0 $a Church music. $x African-American
churches. …
655 #7 $a Biographical films.
655 #7 $a Documentary films. …
700 1# $a Berryman, Jonathan Q., $e interviewee, $e
conductor…

27. Bloody Daughter
biographical documentary about Martha Argerich and Stephen Kovacevich by their
daughter; fragments of performances and rehearsals plus a live concert performance by
Martha Argerich on separate disc
245 00 $a Bloody daughter / $c a film by Stéphanie
Argerich ; directed by Stéphanie Argerich.

28. Bloody Daughter
biographical documentary about Martha Argerich and Stephen Kovacevich by their
daughter; fragments of performances and rehearsals plus a live concert performance by
Martha Argerich on separate disc
245 00 $a Bloody daughter / $c a film by Stéphanie Argerich ; directed
by Stéphanie Argerich.
382 01 $b piano $n 1 $a orchestra
505 0# $a Disc 2: Piano concerto no. 1 in E minor / Frédéric Chopin -- …
600 10 $a Argerich, Martha, $d 1941-
600 10 $a Kovacevich, Stephen, $d 1940-
650 #0 $a Concertos (Piano)
655 #7 $a Biographical films.
655 #7 $a Concert films.
655 #7 $a Concertos. $2 lcgft …
700 1# $a Argerich, Stéphanie, $e director, $e screenwriter…
700 1# $a Argerich, Martha, $d 1941- $e instrumentalist.
700 12 $a Container of (work): Chopin, Frédéric, $d 1810-1849. $t
Concertos, $m piano, orchestra, $n no. 1, op. 11, $r E minor. …

29. Legends of Old Time Music
compilation of existing footage from numerous performers, mostly filmed performances plus
two short interview segments; no statement of responsibility associated with the title proper
245 00 $a Legends of old time music.

30. Legends of Old Time Music
compilation of existing footage from numerous performers, mostly filmed performances plus
two short interview segments; no statement of responsibility associated with the title proper
245 00 $a Legends of old time music.
511 0# $a Various performers.
505 0# $a Across the rocky mountain / Roscoe Holcomb
– Free little bird ; Interview about early recordings ; The
cuckoo / Clarence Ashley -- …
650 #0 $a Old-time music.
655 #7 $a Old-time music. $2 lcgft
655 #7 $a Filmed performances. $2 lcgft ...
700 1# $a Holcomb, Roscoe, $e performer.
700 1# $a Ashley, Clarence, $d 1895-1967, $e
interviewee, $e performer. …

31. Questions?

32. Second Indicator 0:
Production
“Field contains a
statement relating to
the inscription,
fabrication,
construction, etc., of
a resource in an
unpublished form.”
Second Indicator 4:
Copyright Notice
Date
“Field contains a date
associated with a notice
of protection under
copyright or a similar
regime. Copyright dates
include phonogram
dates (i.e., dates
associated with claims of
protection for sound
recordings).” If using
second indicator 4, do
not enter subfields ‡a
or ‡b.
Bibliographic Field 264

33. Different Date Sources:
– Video image (opening and/or closing
credits)
– Disc label
– Container
– Accompanying material
Different Bibliographic “Events”:
– Original production
– Release as motion picture
– Release as an earlier video format
– Release as a videodisc
– Copyrights of design or accompanying
material
Dates
DVDs introduced March 1997 in
U.S. (late 1996 in Japan).
•No U.S. DVD Video can have
a publication date earlier than
1997 (Japanese 1996).
First Blu-ray Disc titles
introduced commercially on
June 20, 2006.
•No Blu-ray Disc can have a
publication date earlier than
2006.

34. RDA
• 336 two-dimensional
moving image $b tdi
$2 rdacontent
• 337 video $b v $2
rdamedia
• 338 videodisc $b vd
$2 rdacarrier
AACR2
245 GMD: $h
[videorecording]
RDA Content, Media, Carrier

35. AACR2
300: Physical description
– $a: SMD
• videodisc(s)
OR
• “Term in Common Usage”
– $a: Duration:
Corresponding to title(s)
proper in 245
– $b: Other physical details:
“si.”/”sd.”, ”b&w”/“col.”
– $c: Dimensions: 4 3/4 in.
RDA
300: Extent
– $a: Number of units and
type of carrier
• videodisc(s) – Best Practice
OR
• “Term in Common Usage”
– $b: Sound Content:
“silent”/“sound”
– $b: Colour of Moving
Image: “black and
white”/“color”
– $c: Dimensions of
Carrier: 4 3/4 in.
Physical Description Versus Extent

36. RDA 3: Describing Carriers
RDA 3.19: Digital File Characteristic
RDA 3.19.2: File Type
RDA 3.19.3: Encoding Format
RDA 3.19.3.3: Video Encoding Format
347: Digital File Characteristics
$a: File Type
A general type of data content
encoded in a computer file.
$b: Encoding Format
A schema, standard, etc., used to
encode the digital content of a
resource.
347 video file $b DVD video $2 rda
347 video file $b Blu-ray $2 rda
File Type and Video Encoding Format

37. Broadcast Standard
•NTSC (National Television Systems Committee)
– Used in US, Canada, Mexico, Japan, a few other places
– 525 horizontal lines
•PAL (Phase Alternation Line)
– Used in most of Western Europe (except France); China;
India; Australia; New Zealand; parts of Africa, Asia, and
South America
– Developed in Germany
– 625 horizontal lines
•SECAM (Séquential Couleur à Mémoire)
– Used in France, Russia, Eastern Europe, Francophone
Africa, Middle East
– Developed in France
– 625 horizontal lines
•HDTV (High-Definition Television)
– Digital broadcast replaced NTSC in United States on 2009
June 12
– Supports various image sizes
– Line standard of 720 or greater

38. RDA 3: Describing Carriers
RDA 3.18: Video Characteristic
RDA 3.18.3: Broadcast
Standard
RDA 3.18.3.3: Recording
Broadcast Standard
346: Video Characteristics
$b: Broadcast Standard
A system used to
format a video
resource for television
broadcast.
346 $b PAL $2 rda
Broadcast Standard

39. DVD Video: Regional Encoding
Regional restrictions indicated by code number
superimposed on globe
0. All-region or multi-region
1. U.S., Canada, U.S. Territories
2. Japan, Europe, South Africa, and Middle East
(including Egypt)
3. Southeast Asia and East Asia (including Hong
Kong)
4. Australia, New Zealand, Pacific Islands, Central
America, Mexico, South America, and the
Caribbean
5. Eastern Europe (Former Soviet Union), Indian
subcontinent, Africa, North Korea, and Mongolia
6. China
7. Reserved
8. Special international venues (airplanes, cruise
ships, etc.)

40. Blu-ray Disc: Regional Encoding
Regional restrictions indicated by
code letter or number
superimposed on globe:
1. Region A (Orange): North America,
South America, Central America,
Japan, Taiwan, North Korea, South
Korea, Hong Kong, and Southeast
Asia.
2. Region B (Yellow): Europe,
Greenland, French territories, Middle
East, Africa, Australia, and New
Zealand.
3. Region C (Purple): India, Bangladesh,
Nepal, Mainland China, Pakistan,
Russia, Central and South Asia.

41. RDA 3: Describing Carriers
RDA 3.19: Digital File
Characteristic
RDA 3.19.6: Regional Encoding
347: Digital File Characteristics
$e: Regional Encoding
A code identifying the region of the
world for which a digital file has
been encoded which may prevent
the file from being played on a
player from a different region.
347 video file $b DVD video $e
region 2 $2 rda
347 video file $b Blu-ray $e
region A $2 rda
Regional Encoding

42. Aspect Ratio
Horizontal Width of Image:
Vertical Height of Image
Often expressed as
XX:1
or as
XX:XX
Aspect Ratio

43. Identifying “Wide Screen” Versions
– Aspect ratio 1.5:1 and larger
(commonly 1.66:1, 1.78:1,
1.85:1)
– Also called “Letterboxed” or
“Widescreen”
Identifying “Full Screen” Versions
– Aspect ratio smaller than 1.5:1
(commonly 1.33:1, sometimes
expressed as 4:3)
– Also called “Pan-and-Scan,”
“Standard,” or “Full size”
– “Formatted to fit your TV screen”
Aspect Ratio

44. RDA 7: Describing Content
RDA 7.19: Aspect Ratio
RDA 7.19.1.3: Recording Aspect
Ratio
Record the aspect ratio of the
resource using one or more
terms from the following list, as
appropriate:
full screen
wide screen
mixed
In addition, record the numerical
ratio in standard format with a
denominator of 1, if known.
Aspect Ratio

45. Options for Aspect Ratio:
•Separate 500 note.
500 Aspect ratio 1.33:1; formatted from the
original version to fit the television screen.
500 “Widescreen version; theatrical release
format; enhanced for widescreen TVs.”
500 Anamorphic widescreen (1.85:1).
•Presented as edition statement.
250 Pan and scan ed.
250 Widescreen version.
Do Not use field 538 (System
Details Note) for Aspect Ratio.
Aspect Ratio

46. RDA 3.16.8: Configuration
of Playback Channels
• mono
• stereo
• quadraphonic
• surround
RDA 3.16.9: Special
Playback Characteristics
A special playback
characteristic is an
equalization system,
noise reduction system,
etc., used in making an
audio recording.
Sound Characteristics

47. Options for sound
characteristics:
•Separate 500 note
500 Recorded in Dolby digital 5.0 surround
and 2.0 stereo (1st film) and Dolby digital
mono (2nd film).
•Combine sound details with 546
Language note
546 Soundtracks: English (stereo), French
(mono).
•Combine sound details with 538 System
requirements note
538 DVD; dual-layer; NTSC; region 1; wide
screen presentation, enhanced for
widescreen TVs; Dolby Digital surround 5.1.
Sound Characteristics

48. 344: Sound Characteristics
$a: Type of Recording
$b: Recording Medium
$g: Configuration of
Playback Channels
$h: Special Playback
Characteristics
344 digital $b optical $g
surround $h Dolby
Digital 5.1 $2 rda
Sound Characteristics

49. RDA 7: Describing Content
RDA 7.18: Sound Content
Sound content is the presence
of sound in a resource other
than one that consists primarily
of recorded sound.
RDA 7.18.1.3: Recording
Sound Content
Moving image resources.
For motion pictures and video
recordings, record sound or
silent to indicate the presence
or absence of a sound track.
Sound Content

50. 300 1 videodisc (119 min.) : $b
DVD video, sound, black and
white ; $c 4 3/4 in. + $e 1
booklet (4 pages : illustrations
; 18 cm)
538 DVD.
546 Silent film with Russian
and English intertitles.
500 Originally produced as a
silent motion picture in
1925.
500 "This print has a musical
soundtrack scored by N.
Kruikov in 1951."-- Container.
Sound Content

51. Jay Weitz
jay_weitz@oclc.org
Thanks for your kind attention.
Cataloging Music Audiovisual
Materials Using RDA
Keith Knop
kknop@fsu.edu