The document outlines the Resource Description and Access (RDA) policy and guidelines for libraries in the Philippines, emphasizing its purpose as a modern cataloging standard designed to replace AACR2 for the digital age. RDA is user-focused, accommodating a range of formats beyond traditional books, and aims to meet evolving user expectations. The toolkit includes comprehensive features like searchable instructions, procedural documentation, and mappings to other metadata standards, making it a practical resource for library professionals.

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RDA!Policy!Statement!!and!Guidelines!
for!Philippine!Libraries!(RPSGPL)!:!an!
Introduction
Mila!M.!Ramos
Head!Librarian,!Center!for!Agriculture!&!Rural!Development!MRI
Development!Institute
Online!Research!Librarian,!Consumer!Centre!(Toronto)
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!!!!!!!!
Find
Identify
Select and!
Obtain!
Cataloger
User
Resource Discovery
Find!– Get!hits!or!results!using!our!search!parameters
Identify!– 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!RDA
1997!" 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!AACR
decided!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!Information
Cataloguing! 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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Contents of the RDA Toolkit(1)
! 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!(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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Appendices
A: 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
Glossary
Index
RDA Update History
Sample!Page!from!the!RDA!Toolkit

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Differences!between!AACR2!and!
RDA!:!1.Terminology!
AACR2 RDA
Catalog!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 RDA
author,!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!mispelled
words
AACR2!and!RDA!both!record!mispelled terms!as!they!
appear!on!the!material!being!cataloged
AACR!2!uses![sic]!to!signify!
error!detected:!
245 $a Healthy vegtable [sic]
recipes for your
heart / $c by Margaret
Norton [et al.].
RDA!does!not!use![sic]!but!gives!a!
note!showing!the!correct!term!
to!use:
245!$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)
AACR2
1st named author is given
followed by [et al.]
245 $a Healthy vegtable
[sic] recipes for your
heart / $c by Margaret
Norton [et al.].
RDA
All!the!names!are!given!or!the!first!
named!author!plus![and!___!
others]
245!$a!Healthy!vegtable recipes!for!
your!heart!/!$c!by!Margaret!Norton,!
Leslie!David,!Robert!McCloud,!and!
Katherine!Boone!!!!!!!!!!!!!!!!!!or
245!$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 record
250!$a!1st!ed.,!rev.!and!enl.
260!$a.!:!$b!Healthy!Living!
Pub.!Co.,!$c!2010.
300!$a!188!p.!:!$b!ill.,!
photos.!(some!col.)!;!$c!
26!cm.
! RDA record
250!$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,
URL: go to
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,!PNU
Co"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!TrainorsWorkshop!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!Cataloging
Policies!
I.1. Policy Statement on Catalogers
Catalogers!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!staff
I.1.e.!In!the!absence!of!a!full"time!cataloger,!
outsourcing!of!cataloging!jobs!shall!be!an!
option.!
I.2.!Policy!Statement!on!Standards
I.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.
References
Joint!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.htm
Oliver,!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.!