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RDA and Editing Bib Records
Shana L. McDanold
Head, Metadata Services
Cataloging brief history
 Early cataloging codes
 No “one” set for US libraries
 1940s: ALA cataloging rules
 1961 IFL...
RDA – the birth story
 2005: Final update of AACR2 2002 ed.
 1997: International Conference on the Principles & Future
D...
So why RDA?
 AACR2 is based on a card environment
 Rules/Structure limited by that 3x5 inch boundary
 RDA is designed f...
Bibliographic records
 RDA is fundamentally different in its approach to
describing materials/resources/things
 Focus on...
Bib records – vocabulary changes
AACR2 RDA
Heading Authorized access point
Author, composer, artist, etc. Creator
Main ent...
Bib records – new MARC fields
 336 – content type
 337 – media type
 338 – carrier type
 344 – sound characteristics
...
Bib records – controlled vocabularies
 Fields using controlled vocabularies:
 336, 337, 338 [RDA]
 Relationship subfiel...
Bib records – key changes
 Transcription – record what’s there!
 Source(s)
 Relationships for authorized access points
...
Bib records – key changes
 Spelling out of abbreviations
 p.  pages
 ill.  illustrations
 cm is not an abbreviation,...
Bib records – identification/examples
 Identification of an RDA record:
 040 |e rda
 LDR/18 (Desc) = i (ISBD), c (ISBD ...
RDA or AACR2? Maybe both!
 Hybrid records
 A record that contains elements from more than one
content standard
 Such as...
Bib records – basic rules of editing
 The goal of editing a bibliographic record should be
focused on enhancing the recor...
Bib records – what can I or can’t I edit?
Field Delete? Add? Edit? (change or
correct data)
050/090 (LC call number) YES Y...
Bib records – what can I or can’t I edit?
Field Delete? Add? Edit? (change
or correct data)
300 NO YES (if not
present)
YE...
Bib records – what can I or can’t I edit?
16
 260 field versus 264 field
 260: Imprint
 still valid if present, but not...
Authority records
 ALL authority records MUST be RDA compliant as of
March 31, 2013
 Identification:
 040 |e rda
 008/...
RDA Toolkit
 Tabs
 RDA – text of RDA
 Tools
 RDA element set
 RDA mappings (MARC-RDA; MODS-RDA)
 RDA record examples...
RDA Toolkit
 Updates
 “When there is a new release for RDA Toolkit, it is made
on the second Tuesday of the month. Relea...
So what’s next?
 BIBFRAME
 Linked Data and the Semantic Web
 Tools
 Bibframe.org
 RIMMF – RDA in Many Metadata Format...
Wrap-up
??
21
Image created by:
Jennifer Young
Northwestern University
22
Acknowledgments
 Slide content credits:
 Library of Congress
 Barbara Tillett, Judy Kuhagen, the staff of the Catalogin...
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RDA and Editing Bibliographic Records

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This is a short (1.5 hour) presentation for support staff about RDA and the do's and don'ts of editing bibliographic records in MARC format. Covers background material on RDA, identifying RDA records vs AACR2 records, changes to records and cataloging practices due to RDA (fields, vocabularies, terms, etc.), hybrid AACR2/RDA records, and the basic rules of editing (both general and for specific fields).

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RDA and Editing Bibliographic Records

  1. 1. RDA and Editing Bib Records Shana L. McDanold Head, Metadata Services
  2. 2. Cataloging brief history  Early cataloging codes  No “one” set for US libraries  1940s: ALA cataloging rules  1961 IFLA’s Paris Principles  Cutter’s Rules for a Printed Dictionary Catalog  1967: Anglo-American Cataloging Rules (AACR)  2 versions!: North American text and a British text  1969: ISBDs (consolidated in 2007)  1978: Anglo-American Cataloging Rules Revised (AACR2)  Revisions: 1988, 1998, 2002  1960s: MARC developed (Henriette Avram)  Work completed 1969  US standard by 1971; international standard 1973  Several “flavors” of MARC 2
  3. 3. RDA – the birth story  2005: Final update of AACR2 2002 ed.  1997: International Conference on the Principles & Future Development of AACR  2002: AACR3 development begins  2003-2007: meetings of the International Cataloguing Principles (ICP)  2005: AACR3 renamed RDA: Resource Description and Access  2006, 2007: drafts of RDA chapters and appendices  2008: first full draft of RDA  2009: delivered to the publishers  2010: first published in the RDA Toolkit  2010/2011: testing, testing  2012: re-writing by an editor, other tasks designated by U.S. Test Coordinating Committee  March 31, 2013: RDA implementation! 3
  4. 4. So why RDA?  AACR2 is based on a card environment  Rules/Structure limited by that 3x5 inch boundary  RDA is designed for the web and online communication, making use of how intertwined the web is to share information  From RDA 0.0 Purpose and Scope:  “RDA provides a set of guidelines and instructions on formulating data to support resource discovery.”  “RDA provides a comprehensive set of guidelines and instructions covering all types of content and media.” 4
  5. 5. Bibliographic records  RDA is fundamentally different in its approach to describing materials/resources/things  Focus on content *first* and carrier/format second  RDA cultivates relationships  “Guidelines and instructions” rather than rules  Cataloger’s judgment 5
  6. 6. Bib records – vocabulary changes AACR2 RDA Heading Authorized access point Author, composer, artist, etc. Creator Main entry Preferred title, and, if appropriate, authorized access point for the creator Uniform title Two RDA counterparts: 1. Preferred title + differentiating information 2. Conventional collective title like “works” Physical description Carrier description General material designator (GMD) Three elements: 1. Content type 2. Media type 3. Carrier type Chief source Preferred source(s) 6
  7. 7. Bib records – new MARC fields  336 – content type  337 – media type  338 – carrier type  344 – sound characteristics  345 – projection characteristics of moving image  346 – video characteristics  347 – digital file characteristics  264 – production, publication, distribution, manufacture, and copyright notice  New subfields for relationships (mostly $e)  New subfields to parse 502 Dissertation information 7
  8. 8. Bib records – controlled vocabularies  Fields using controlled vocabularies:  336, 337, 338 [RDA]  Relationship subfield (|e) [RDA]  6xx [LCSH]  MUST use a term from the lists in those fields  Terms are registered on the web 8
  9. 9. Bib records – key changes  Transcription – record what’s there!  Source(s)  Relationships for authorized access points  *Required* for the creator  Rule of three – gone!  Be liberal in recording alternate titles  Related works are no longer in a general note field, but rather traced so they can be linked  GMD replaced by 336 (content type), 337 (media type), 338 (carrier type) 9
  10. 10. Bib records – key changes  Spelling out of abbreviations  p.  pages  ill.  illustrations  cm is not an abbreviation, it is a symbol, like ©  Latin terms no longer used  [S.l. : s.n.]  [Place of publication not identified] : [publisher not identified]  [et al.]  [and # others]  [sic]  245 has title as appears on piece; 246 contains corrected form of title  Adjacent bracketed elements are bracketed separately 10
  11. 11. Bib records – identification/examples  Identification of an RDA record:  040 |e rda  LDR/18 (Desc) = i (ISBD), c (ISBD not included), blank (non-ISBD)  Identification of an AACR2 record:  040 has NO |e  LDR/18 (Desc) = a (AACR2) 11
  12. 12. RDA or AACR2? Maybe both!  Hybrid records  A record that contains elements from more than one content standard  Such as an AACR2 record with 33x fields or |e relationship terms  can safely add as many elements as you desire that don’t impact the transcription based descriptive fields – those form the “bibliographic integrity” of the record  Add notes, correct authorized access points, add authorized access points, but don’t edit the publisher or title information  If more edits are needed, give the record and resource to a cataloger  Why?  goal is to support access – add things that will enhance and contribute to the user finding what they need 12
  13. 13. Bib records – basic rules of editing  The goal of editing a bibliographic record should be focused on enhancing the record to improve user access to the resource by contributing to the user tasks: find, identify, select, and obtain  If it's not wrong, leave it alone  If it’s wrong, correct it; only delete when you can’t fix it  Don’t edit just for style/phrase/etc.  Accept capitalization and abbreviations!  Ask first if you are not sure  Do NOT use abbreviations  Unless present on the piece in hand 13
  14. 14. Bib records – what can I or can’t I edit? Field Delete? Add? Edit? (change or correct data) 050/090 (LC call number) YES YES YES 0xx (codes/numbers) YES YES YES 1xx (creator or preferred title) NO NO YES 240 (preferred title) NO NO YES 245 |a |n |p |b (title) NO NO CORRECT ERRORS ONLY GMD (245 |h) NO NO NO 245 |c (author) NO YES YES 246 3_ (alternate title) NO YES YES 14
  15. 15. Bib records – what can I or can’t I edit? Field Delete? Add? Edit? (change or correct data) 300 NO YES (if not present) YES 336/337/338 NO YES* YES* 5xx fields (notes) NO YES YES 6xx fields (subjects) NO YES* YES* 700/710 (additional names) NO YES YES 1xx/7xx |e (relationship term) NO YES* YES* 856 41 (URLs) YES YES YES 15 *MUST use controlled vocabulary terms for these fields/subfields
  16. 16. Bib records – what can I or can’t I edit? 16  260 field versus 264 field  260: Imprint  still valid if present, but not preferred, do not use  264: Production, Publication, Distribution, Manufacture, and Copyright Notice  Repeatable  Second indicator has meaning!  0 - Production  1 - Publication  2 - Distribution  3 - Manufacture  4 - Copyright notice date – can ONLY have a |c (date)!  Can I edit the 264? CORRECT ERRORS ONLY.
  17. 17. Authority records  ALL authority records MUST be RDA compliant as of March 31, 2013  Identification:  040 |e rda  008/10 (Rules) = z (other)  Records with a 667 note that says “DO NOT USE”  Give the record to a cataloger 17
  18. 18. RDA Toolkit  Tabs  RDA – text of RDA  Tools  RDA element set  RDA mappings (MARC-RDA; MODS-RDA)  RDA record examples  Workflows – can be global (public) or local  Maps – Metadata Application Profiles  Entity Relationship Diagrams (FRBR, FRAD, etc.)  Schemas – element sets  Resources  AACR2  LC-PCC PS (policy statements)  Other (various links) 18
  19. 19. RDA Toolkit  Updates  “When there is a new release for RDA Toolkit, it is made on the second Tuesday of the month. Releases typically contain updates to content and metadata, enhancements to RDA Toolkit functionality, and fixes to existing bugs.” (RDA Toolkit blog)  May 14, 2013  Next: July 9, 2013  Training  RDA Toolkit Essentials - FREE 19
  20. 20. So what’s next?  BIBFRAME  Linked Data and the Semantic Web  Tools  Bibframe.org  RIMMF – RDA in Many Metadata Formats  VTLS Sandbox (subscription) – “FRBRize” records  Linkeddata.org 20
  21. 21. Wrap-up ?? 21
  22. 22. Image created by: Jennifer Young Northwestern University 22
  23. 23. Acknowledgments  Slide content credits:  Library of Congress  Barbara Tillett, Judy Kuhagen, the staff of the Cataloging & Acquisitions Cooperative and Instructional Programs Division  Jacquie Samples (Duke U.)  Joint Steering Committee for the Development of RDA  And many more who have contributed bits and pieces 23

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