1 RDA TRAINING FOR BELLES LETTRES CATALOGING BASED

1 RDA TRAINING FOR BELLES LETTRES CATALOGING BASED ON YALE UNIVERSITY LIBRRARIES “RDA FOR ACQUISITIONS & COPY CATALOGING” 5/21/2013 Revised at Columbia on 6/11/2013

RDA Terms 2 WEMI (Work, Expression, Manifestation, Item) Expression is used most often with translations & revised editions Manifestation (usually an edition) Preferred title (uniform title) Authorized access point (heading) Resource (what's being cataloged) Entity (person or a corporate body) Relationship designator (function of the entity used in an access point) Core (mandatory) 5/21/2013

RDA Identifiers in MARC 3 040 ‡e combined with Leader Cataloging Form i (NOT a) 5/21/2013

What to Do: RDA Cataloging Copy 4 Accept RDA cataloging found in OCLC as you would any other full/core level cataloging--RDA cataloging is NOT a parallel record Caution: some of the changes resulting from the RDA rules will look like "errors" Do not try to revise RDA records to AACR 2 (OCLC policy) Do not try to revise AACR 2 records (Leader Cataloging Form: a) using the RDA rules (with the exception of variant editions) 5/21/2013

RDA Principles 5 Transcribe what you see Less emphasis on translating what is on the page or label, etc. into cataloging-specific conventions The record should be more comprehensible to the user (but not necessarily to the cataloger!) Avoid cataloging abbreviations unless well-known De-emphasize "catalogers talking to catalogers" Maintain continuity with AACR 2 5/21/2013

6 TITLE STATEMENT (245) & EDITION (250) 5/21/2013

Transcription (General Rules) 7 General transcription rules apply to MARC 245, 250, 260 [now 264], and 490 New transcription rules for RDA: Capitalization options Accounting for errors Parallel titles to record What elements to transcribe or record (or not) Some of the transcription changes may only affect one of the descriptive areas (will cover in the specific sections) 5/21/2013

Found on the Title Page 8 Harper's Dictionary of HINDUISM Its Mythology, Folklore, Philosophy, Literature, and History Margaret and James Stutley 5/21/2013

Capitalization 9 AACR 2 RDA (Default) 245 10 ‡a Harper's dictionary of Hinduism : ‡b its mythology, folklore, philosophy, literature, and history / ‡c Margaret and James Stutley. 5/21/2013

Capitalization OPTION 10 AACR 2 245 10 ‡a Harper's dictionary of Hinduism : ‡b its mythology, folklore, philosophy, literature, and history / ‡c Margaret and James Stutley. RDA (Alternative) 245 10 ‡a Harper's Dictionary of HINDUISM : ‡b Its Mythology, Folklore, Philosophy, Literature, and History / ‡c Margaret and James Stutley. 5/21/2013

What to Do (Capitalization) 11 If you use OCLC cataloging as the basis for creating an order record, for copy cataloging, and the record uses: AACR 2/RDA capitalization: leave as is RDA optional capitalization: leave as is This applies to any catalog record found in OCLC: LC (fully cataloged), LC CIP Member copy full, or minimal Vendor records (EL 5 or 3) Do not attempt to "correct" the capitalization 5/21/2013

Errors (Transcribe What You See) 12 RDA: 245 10 ‡a Cataloging non-prnit and internet resources / ‡c Mary Beth Weber. 246 1_ ‡i Corrected title: ‡a Cataloging non-print and internet resources CAUTION: does not apply to serials AACR 2: 245 10 ‡a Cataloging non-prnit [i. e. non-print] and internet resources / ‡c Mary Beth Weber. 5/21/2013

What to Do (Errors) 13 Apply to procedures where the item is in hand If there appears to be a data entry error on the 245, 250, 260 [i. e. 264], or 490, verify the field against the item in hand If it is a data entry error, update to the form on the title page If the error is on the title page itself- Determine whether the record is RDA or AACR 2 Use the appropriate model on the previous slide for RDA or AACR 2 corrections When in doubt, check with your supervisor! 5/21/2013

Parallel Titles (Transcribe Where You See) 14 RDA parallel titles do not have to be on the title page-In addition to the title page, RDA cataloging can take the parallel title from the cover, half-title, anywhere within the book In RDA all parallel titles are transcribed; AACR 2 limits to 2 parallel titles In RDA, if any parallel title is transcribed from a source other than the t. p. , it is not bracketed 5/21/2013

Parallel Title (RDA) 15 Title page: Atlanterhavsveien -- forfattere Kristin Nekstad Cover: Atlanterhavsveien -- Die Atlantikstrasse -Atlantic Ocean Road -- Route de l'Atlantique 245 00 ‡a Atlanterhavsveien = ‡b Die Atlantikstrasse = Atlantic Ocean Road = Route de l'Atlantique / ‡c forfattere Kristin Nekstad. The parallel titles taken from the cover are not bracketed If more than one parallel title, current LC policy is to transcribe all 5/21/2013

Parallel Other Titles 16 If there are both parallel titles proper & parallel other titles, all of the parallel other titles are transcribed 245 04 ‡a Ein Garten Eden : ‡b Meisterwerke der botanischen Illustration = Garden Eden : masterpieces of botanical illustration = Un jardin d'Eden : chefs d'oeuvre … 5/21/2013

Parallel titles and 246 17 If the indicators in 246 do not explain what the source of the parallel title is, make a 500 note with an explanation. 245 10 ‡a Hamburski rakhunak Bakhare vicha 246 31 ‡a Bacharevic 's Hamburg account 500 __ ‡a Parallel title from English summary. 5/21/2013

What to Do (Belles Lettres, CIP) 18 More likely to occur with belle lettres, but possible with CIP or variant edition cataloging If CIP, verify that the record is RDA; for belles-lettres based on minimal level member copy, change to RDA (i for ISBD; ‡e rda) if it isn't already Verify the parallel titles on the title page Check the cover and half title (page preceding the t. p. ) for additional parallel titles-- especially if they are already in the CIP 245 Add any parallel titles not on the t. p. (do not bracket); remove any parallel titles not found in the book; if a parallel title is taken from the jacket, use brackets 5/21/2013

Source(s) for So. R: Bracket or Not? 19 So. R = Statement of Responsibility (245 ‡c) In 245 ‡c, So. R doesn't have to be on the title page; still required to begin with the title page, but the cataloger can take all or part of the So. R from somewhere else, as long as it's somewhere on the book; recording an So. R is mandatory even if it is not on the t. p. Title page: A New History of French Literature. Verso t. p. : Edited by Denis Hollier 245 02 ‡a A New History of French Literature / ‡c Edited by Denis Hollier. No brackets to indicate that the statement of responsibility came from somewhere else on the book In 245, brackets are only used for information taken from sources outside of the book (examples: accompanying material; the jacket; the cataloger) Only the first statement of responsibility is required. 5/21/2013

Titles, Degrees, etc. 20 2. 4. 1. 4. Titles, founding dates, degrees, etc. , should be transcribed as they appear in the So. R (option to omit; ellipses not needed). Sections in blue are not transcribed in AACR 2: 245 … / ‡c by E. Nolue Emenanjo, Executive Director, National Institute for Nigerian Languages, Ogbor Hill, Aba. 245 … / ‡c Reverend Peter M. J. Stravinskas, Ph. D. , S. T. L. , Editor ; Introductory Remarks by Cardinal Anthony J. Bevilacqua and Archbishop Theodore E. Mc. Carrick. Alternative: 245 … / ‡c Reverend Peter M. J. Stravinskas, Ph. D. , S. T. L. , Editor. <but prefer the default> 5/21/2013

Examples of Titles, etc. in RDA So. Rs 21 / ‡c by Sir Richard Acland ; illustrated by Dame Betty Stowe. / ‡c by the late Julia Moore, M. D. / ‡c by Catherine, HRH the Duchess of Cambridge. / ‡c by Dr. Wendell Moore, Dean of Trinity College, Dublin. / ‡c by the Reverend Al Sharpton. / ‡c Skull and Bones, founded 1895. 5/21/2013

What to Do (Belles lettres) 22 Generally record all statements of responsibility (usually there will be only one) In the same spirit, include all titles, institutional affiliations, degrees and so on if these are included in the So. R source 245 10 ‡a Gertrude / ‡c by the Author of "Amy Herbert, " "Laneton Parsonage, " etc. ; edited by the Rev. W. Sewell, B. D. , Fellow of Exeter College, Oxford. 5/21/2013

So. R: Farewell "Rule of Three" 23 AACR 2 (Rule of 3) 245 00 ‡a Calculus : ‡b single variable / ‡c by Deborah Hughes-Hallett … [et al. ]. q q When there are more than 3 authors: Only the 1 st author listed is in 245 ‡c (‡c is always abridged) Title main entry 700 only for the 1 st author RDA (No Maximum; Author Main Entry) 100 1_ ‡a Hughes-Hallett, Deborah. 245 10 ‡a Calculus : ‡b single variable / ‡c by Deborah Hughes -Hallett, Andrew M. Gleason, William G. Mac. Callum, and David O. Lomen. <700's for the other authors not required > q First author listed is in 100 (even if more than 3); transcribe all co-authors q Statement of responsibility is not limited to three authors q Although not required, cataloger also has the option to make 700 s for the other 3 authors. The cataloger can also be selective--just an added entry for Gleason could be made. 5/21/2013

Alternative: Abridged So. R 24 RDA has an option to abridge the So. R, but it is not considered best practice: 245 10 ‡a Calculus : ‡b single variable / ‡c by Deborah Hughes-Hallett [and three others]. Cataloger can make 700 s for one, two, three or none 700's for one, two, or three of the others do not need to be justified. 5/21/2013

Editors are not Authors 25 In RDA, as in AACR 2, editors are not considered to be authors, so an editor will not be used as a main entry As with co-authors, justifying access points is optional 245 04 ‡a The Blackwell Dictionary of Eastern Christianity / ‡c Edited by Ken Parry, David J. Melling, Dimitri Brady, Sidney H. Griffith & John F. Healey ; editorial consultant, John R. Hinnells ; foreword by Rt Rvd Kallistos Ware. 700 1_ ‡a Parry, Ken, ‡e editor. 700 1_ ‡a Healey, John F. , ‡e editor. 5/21/2013

Noun Phrases (Belletristic & Variant Edition Cataloging) 26 Form of work: novel, poems, plays, essays RDA: if the relationship between the author or editor to the form of the work is explicit ["poems by …"], the entire phrase is entered in 245 ‡c If the relationship is not explicit, the form of work is generally entered in 245 ‡b If there is an explicit relationship but the form is combined with a phrase describing the content of the work, the form will generally be in 245 : ‡b Application so far has been no more consistent than AACR 2: does not make a distinction; form of work could be in either 245 ‡b or ‡c 5/21/2013

Noun Phrase 27 AACR 2 RDA 245 10 ‡a Otherwise / ‡c three novels by John Crowley. AACR 2 245 10 ‡a Otherwise : ‡b three novels / ‡c by John Crowley. 245 10 ‡a Antiquities : ‡b seven stories / ‡c John Crowley. RDA 245 10 ‡a Antiquities : ‡b seven stories / ‡c John Crowley. <no change--no explicit connection> 5/21/2013

What to Do (Belletristic) 28 RDA belletristic: Transcribe all names & titles from the title page Transcribe any responsible persons or bodies presented elsewhere in or on the cover (inside/outside), pages preceding the t. p. , verso t. p. and the colophon Be aware of situations where the RDA application differs from the AACR 2 application, e. g. first author is in 100 even if more than 3; the noun phrase 5/21/2013

250 Edition Statements 29 On title page: Second edition AACR 2: 250 __ ‡a 2 nd ed. RDA: 250 __ ‡a Second edition. Edition statement always ends with a period; if the statement ends with an abbreviation, do not add a second period (contra current RDA) On title page: 2 nd ed. AACR 2: 250 __ ‡a 2 nd ed. RDA: 250 __ ‡a 2 nd ed. 5/21/2013

30 Publication statement (264 was 260) 5/21/2013

RDA & MARC: 264 31 New MARC field. RDA records will use 264 instead of 260 264 _1 ‡a Berlin : ‡b DIRECTMEDIA Publishing Gmb. H, ‡c 2001. Until 264 was authorized, RDA records in the early stages used 260 5/21/2013

RDA Details: 264 Indicators 32 RDA categories: Unpublished, Published, Distributed, Manufacture (Printing or the equivalent for other media) 264 categories are defined by the 2 nd indicator: 264 _1 : Publication statement (the most common) 264 _2 : Distribution 264 _3 : Manufacture 264 _4 : Copyright date 264 _0 : Item is unpublished <do not apply to reproductions of dissertations; limited to manuscript cataloging> 5/21/2013

MARC 264 Changes from 260 33 260 264 No indicators 5 second indicators (1 st indicator is blank) In addition to the publication statement, includes distribution, printing, and copyright date. Publication, distribution, printing, and copyright information are NOT included in one 264 field -- each requires a separate 264 Distribution is recorded routinely 264 s for Distribution & printing are only used if there is no information available in 264 _1 Copyright date is given as c 2013 Copyright date is given as © 2013, but copyright date is rarely used (see slide 48 f. f. ) 5/21/2013

Transcribe What You See 34 RDA: transcribe publication, distribution etc. as found on the source-- no abbreviations unless they are present on the source In AACR 2, publication, distribution, etc. had rules to determine what and what not to include in the statement; the larger jurisdiction was abbreviated Publisher name was given in the shortest form possible: "Knopf" if the book had the publisher as "Alfred A. Knopf" "Inc. , " "Ltd" and other equivalents were generally not recorded 5/21/2013

Place of Publication 35 Place of publication. The higher jurisdiction is not supplied if not there [there is an option to supply the name in brackets], but the larger jurisdiction must be transcribed as found if present Only the first place of publication is needed Title page and verso title page. London is in Ontario. Yale in Canada Arts Press Ltd London and New Haven Connecticut © 2010 5/21/2013

Place of Publication 36 Place of publication. Including the higher jurisdiction if not there is optional, but the larger jurisdiction must be transcribed if present; supplied jurisdictions are not abbreviated. AACR 2: 260 __ ‡a London [Ont. ] ; ‡a New Haven, Conn. : ‡b Yale in Canada Arts Press, ‡c c 2010. RDA: 264 _1 ‡a London [Ontario] : ‡b Yale in Canada Arts Press Ltd, ‡c [2010] 5/21/2013

Date of Publication 37 The copyright date is not entered in 264 _1 ‡c If the only available date is the copyright date, current practice is to enter the copyright date without the copyright symbol in brackets It is not mandatory or necessary to create a second 264 _4 to enter the copyright date if there is a bracketed date in 264 _1 ‡c If the book has a publication date of 2013 but is received in 2012, use the publication date on the book 5/21/2013

No publ. date. Book has: LCPS 008 © 2011 [2011] s 2011 © 2012 but bk rcvd 2011 [2012] Optionally: 264 _1 … [2012] 264 _4 © 2012 s 2012 Optionally: t 2012 © 2011 // 2011 printing [2011] s 2011 © 2011 // 6 th printing 2012 [2011] <preface: March 2011> <LCPS: add a 588 field if considered helpful 588: ‡a Description based on 6 th printing 2012. > s 2011 Distributed 2011 s 2011 [2011] 5/21/2013 Supplied Dates 38

(RDA 1. 9. 2) No Publ. Date or Copyright Date RDA 5/21/2013 Beyond Copyright Dates 008 If the inferred publication date is either 2013 [2013 or 2014] or 2014 because the date of publication is non -Gregorian q 2013 2014 An interview with a survivor of Sept. 11, cataloged in 2013; can’t tell if the interview was at the time of the incident or later; if the book was received in 2013 -- [between 2001 and 2013? ] q 2001 2013 Dépôt légal 2004 oct. [2004? ] s 2004 A memoir about the Summer Olympics of 1936 in Berlin; a gift item from the backlog (receive date is unknown) [not before 1936] q 1936 uuuu Received for cataloging in 2005 [not after 2005] q uuuu 2005 39

Bracketed Publication Information 40 If there is no information about a publication statement element (264 _1 ‡a, ‡b, ‡c), RDA uses the phrases given in the examples: 264 _1 ‡a [Place of publication not identified] : ‡b Shoemaker Press, ‡c [date of publication not identified] 264 _1 ‡a New York : ‡b [publisher not identified], ‡c [2013? ] Note that each subfield will have its own set of brackets, NOT: 264 _1 ‡a New York : ‡b [publisher not identified, ‡c 2013? ] 5/21/2013

264 _2, 264 _3 & [x … not identified] 41 If the "not identified" phrase is used, and there is a distributor or printer, a 2 nd or 3 rd 264 field will be made: � 264 _1 ‡a New York : ‡b [publisher not identified], ‡c [2013? ] � 264 _2 ‡a New York : ‡b Warehouse Company, ‡c 2013. If there is a "Distributed by" phrase, recording the phrase is not necessary; the indicator will generate a Distributor label in the public view For dates, if identification is supplied in brackets, additional 264 s are not made: � 264 _1 ‡a New York : ‡b Parker House, ‡c [2013] � Do not make a 264 _2 for the distributor: � 264 _2 ‡a New York : ‡b Warehouse Company, ‡c 2013. 5/21/2013

What to Do (Belletristic) 42 Use the guidelines to update publication statements in inprocess or minimal records Use 264 _1; modify 260 __ to 264 _1 "Transcribe what you see" (including errors): Verify, revise, or transcribe the first place of publication as found in the book-- not as found on the in-process record (and update 008 if necessary) Transcribe the complete publisher name (including Inc. , etc. ); never supply abbreviations but transcribe any abbreviations used in the book's title page Avoid "[place/date] of publication not identified]" as much as possible; for hard cases with dates, RDA may have helpful guidelines; but RDA does not have the option to use dashes to represent an unknown date span 5/21/2013

Voyager Problems w/264 43 All 264 fields display when an individual record displays, either in staff or public views Currently 264 does not display in browse displays, either in staff or public views The next update of Voyager hopefully will fix the problem 5/21/2013

44 Supplied (NOT Transcribed) MARC 300, 1 xx, 240, 7 xx, 8 xx 5/21/2013

Transcribed vs. Supplied 45 MARC transcription fields include: 245, 250, 264, 490, and 5 xx when the information is quoted or transcribed (e. g. 505) Basic principle: "Transcribe What You See" If a word is abbreviated, transcribe it as abbreviated; if a word is not abbreviated, do not abbreviate it (AACR 2 required abbreviation of some transcribed terms, see edition statements) If a word or phrase is cataloger supplied (in brackets), follow RDA rules MARC fields for supplied data include: 240, 3 xx, 1 xx, 7 xx; also, for nonquoted data: 5 xx (e. g. 504 Includes bibliographical references … ) Basic principle: how you record is based on RDA rules; usually the information is supplied by the cataloger Generally, abbreviations are written out (for the benefit of the noncataloging user) In particular, do not use Latin abbreviations 5/21/2013

AACR 2 Abbrev. vs RDA 46 MARC AACR 2 RDA 300 [150] p. , ca. 100 p. of plates 150 unnumbered pages, approximately 100 pages of plates 300 3 volumes 300 1 v. (unpaged) 1 volume (unpaged) 300 ill. (some col. ) illustrations (some color) <or, (some colour)> 300 58 min. , 30 sec. , sd. , 4 3/4 in. 58 min. , 30 sec. , sound, 4 3/4 in. 490 Bd. 12 <book: Band XII> Band XII <if it appears that way; 830 however: Bd. 12> 504 Includes bibliographical references (p. 425 -[432]). Includes bibliographical references (pages 425 -432). 5/21/2013

300 cm 47 Many common terms are not abbreviated, but- "cm" is not considered an abbreviation; use without a period unless it is followed by a series LC Policy: optional to enter subfield b 300 __ ‡a 31 pages : ‡b color illustrations ; ‡c 18 cm. 490 1_ ‡a Digitale Bibliothek 300 __ ‡a 31 pages : ‡b color illustrations ; ‡c 18 cm No 490 5/21/2013

Accompanying Material 48 Accompanying material can be recorded: With the primary material in a single 300 __ ‡a …. + ‡e … or, With 2 (or more) 300 fields Accompanying material can be recorded as a note, as a last resort Example: 300 __ ‡a 1 CD-ROM ; ‡c 4 3/4 in. + ‡e 1 booklet 300 __ ‡a 1 CD-ROM ; ‡c 4 3/4 in. 300 __ ‡a 1 volume (unpaged) : ‡b chiefly color illustrations ; ‡c 25 cm 5/21/2013

336 337 338 for a Book 49 An example of a 3 xx set for a printed book, H. G. Wells' The War of the Worlds: 336 __ ‡a text ‡ 2 rdacontent 337 __ ‡a unmediated ‡ 2 rdamedia 338 __ ‡a volume ‡ 2 rdacarrier Content type: text: books have to be read; content type is how the content of the work is expressed or communicated; you read a text Media Type: unmediated: whether a device is needed to access the text; unless there are special circumstances, you do not need a special device to read a text Carrier Type: volume: how the text is materialized 5/21/2013

Authorized 3 xx Terms 50 Terms used in ‡a in each of the 3 xx fields are from an authorized list in RDA; ‡ 2 for the authorization list is also required Link to Content Type (336) terms: http: //www. loc. gov/standards/valuelist/rdacontent. html Link to Media Type (337) terms: http: //www. loc. gov/standards/valuelist/rdamedia. html Link to Carrier Type (338) terms: http: //www. loc. gov/standards/valuelist/rdacarrier. html 5/21/2013

Application to Books 51 AACR 2 RDA 100 1_ ‡a Wells, H. G. ‡q (Herbert George), ‡d 18661946. 100 1_ ‡a Wells, H. G. ‡q (Herbert George), ‡d 1866 -1946, ‡e author. 245 14 ‡a The war of the worlds / ‡c by H. G. Wells. 250 __ 2 nd rev. ed. 300 __ ‡a 268 p. : ‡b ill. ; ‡c 22 cm. 245 14 The War of the Worlds / ‡c by H. G. Wells. 250 __ ‡a Second revised edition. 300 __ ‡a 268 pages : ‡b illustrations ; ‡c 22 cm 336 __ ‡a text ‡b txt ‡ 2 rdacontent 337 __ ‡a unmediated ‡b n ‡ 2 rdamedia 338 __ ‡a volume ‡b nc ‡ 2 rdacarrier 5/21/2013

Accompanying Material 52 3 xx fields can be repeated to bring out multiple aspects of the resource For example, in the following slide, we have a printed book with an accompanying audio book CD Content type for the book: text Content type for the accompanying CD: spoken word Media type for the book: unmediated Media type for the CD: audio Carrier type for the book: volume Carrier type for the CD: audio disc 5/21/2013

Application to Books 53 AACR 2 RDA 100 1_ ‡a Wells, H. G. ‡q (Herbert George), ‡d 1866 -1946. 245 14 ‡a The war of the worlds / ‡c by H. G. Wells. 250 __ 2 nd rev. ed. 300 __ ‡a 268 p. : ‡b ill. ; ‡c 22 cm. + 1 sound disc 500 __ ‡a Includes a recording of the Orson Welles radio play first broadcasted Oct. 30, 1938. 100 1_ ‡a Wells, H. G. ‡q (Herbert George), ‡d 18661946, ‡e author. 245 14 ‡a The War of the Worlds … 250 __ ‡a Second revised edition. 300 __ ‡a 268 pages : ‡b illustrations ; ‡c 22 cm 300 __ ‡ 3 CD ‡a 1 CD-audio ; ‡c 4 3/4 in. 336 __ ‡ 3 book ‡a text ‡b txt ‡ 2 rdacontent 336 __ ‡ 3 CD ‡a spoken word ‡b spw ‡ 2 rdacontent 337 __ ‡ 3 book ‡a unmediated ‡b n ‡ 2 rdamedia 337 __ ‡ 3 CD ‡a audio ‡b s ‡ 2 rdamedia 338 __ ‡ 3 book ‡a volume ‡b nc ‡ 2 rdacarrier 338 __ ‡ 3 CD ‡a audio disc ‡b sd ‡ 2 rdacarrier 5/21/2013

NEW OCLC POLICY 54 Since March 31, catalogers updating AACR 2 master records are able to: add 336, 337, 338 use the spelled out forms of abbreviations remove "[et al. ]" & transcribe all authors or editors in records coded as AACR 2 where the rule of 3 has been applied For these AACR 2 hybrid records: Do not add "‡e rda" to 040 automatically Assume that a record without ‡e rda is AACR 2 even if it contains changes listed in bullet 1 If the record is AACR 2, the cataloger cannot change the choice of entry in the rule of 3 situation The AACR 2 ‡h in non-print records coded as AACR 2 should be retained (even if 336 -338 are added) 5/21/2013

490: Take What You See 55 Series 490 is transcription In particular, volume captions are taken as found, written out or abbreviated Volume numbers are usually transcribed as found (including roman numerals); but: numbers appearing as words are converted to arabic numerals: 1, 2, 3 ordinal numbers are recorded in standard forms appropriate for the language: 1 st, 2 nd, 3 rd or 1 er/1 re, 2 e, 3 e or 1. , 2. , 3. 490 can have 2 ‡xs for ISSNs, one for the main series & one for the subseries Reminder: no period after cm unless there is a 490 5/21/2013

830: Authorized Form Supplied 56 Series 830 is supplied not transcribed & is determined by the Series Authority Record Volume captions are abbreviated Numbering is usually in arabic numerals, but may be in roman numerals in new SARs; follow the pattern you see in the SAR NEW: ISSN is optionally entered in 830 as the last element, preceded by a period LTI will check & if necessary fix the authorized elements in 830 5/21/2013

490/830 Example (From MARC Format for Bibliographic Records) 57 490 1_ ‡a Lund studies in geography, ‡x 14001144 ; ‡v volume CI. ‡a Ser. B. , Human geography, ‡x 0076 -1478 ; ‡v number 5 830 _0 ‡a Lund studies in geography ; ‡v v. 101. ‡x 1400 -1144 830 _0 ‡a Lund studies in geography, ‡n Ser. B. , ‡p Human geography ; ‡v no. 5. ‡x 0076 -1478 5/21/2013

What to Do (Belletristic) 58 Transcribe series as found in 490 1_ Determine if there is a SAR Yes: Use the SAR form for title, caption, & number in 830. Optionally, enter an ISSN in ‡x at the end of the 830 (but not if you happen to know the ISSN is invalid). If the SAR is still coded as AACR 2, recode it to RDA and route to review. No: Create or ask supervisor. 5/21/2013

More Notes about Notes 59 Generally, RDA does not require most notes Source of title is still required if it is not from the priority 1 source (books: no note if title page; make a note if title source is the cover) Notes justifying main or added entries are not required in RDA 504 "Includes bibliographical references" notes are optional for pcc; mandatory for LC; for 504 notes, do not use brackets for unnumbered pages 5/21/2013

60 Access Points For personal names only 5/21/2013

Access Points (Personal Names) 61 AACR 2 RDA Personal name dates are always included if readily available, even if there is no conflict The same in RDA Personal name fuller form qualifier used if there is an abbreviation in the forename or middle name, even if there is a date. (LCRI; earlier version of RDA/LCPS) Fuller form also used to break conflicts if no date available. Fuller form qualifier is optional and based on cataloger’s judgment. Fuller forms are often needed to break conflicts when dates are not available. Terms of filiation (Henry James Jr. , Henry James Sr. , Henry James III) are only used to break conflicts Terms of filiation are required in RDA, even if there is no conflict. Williams, Hank, ‡c Jr. , ‡d 1949 - 5/21/2013

Access Points (Personal Names) 62 AACR 2 RDA In the absence of dates & fuller forms, conflicts can be broken by: degrees (M. D. ); terms of honor or address (Sir); or profession (Printer). In all cases, the qualifier must be justified based on information from the title page. Conflicts cannot be broken by adding a degree. Conflicts cannot be broken by terms of honor or address, but the rules are being revised to allow this category to break conflicts, so you may or may not see these used in future authorized access points. Occupations or professions can be used to break conflicts; the information does not have to be based on the title page. Smith, Nicholas, ‡c poet <title page: "by Nicholas Smith, Poet Laureate 1955. "> Smith, Nicholas ‡c (Poet) 5/21/2013

63 Relationship Designators 5/21/2013

Relationship Designators (RDs) 64 Relationship designators are entered in MARC ‡e for 1 xx, 7 xx; used only with personal & corporate names; ‡e is repeatable RDs use authorized terms to describe the function of the person or the corporate body LC practice is to make an RD only for the illustrator of children's books but LC catalogers can add more (their decision) PCC practice is to make a ‡e for creators at a minimum 5/21/2013

Relationship Designators: Examples RDA Examples 100 1 ‡a Pavel, Thomas G. , ‡d 1941 - ‡e author. 700 1 ‡a Hawkins, Al, ǂe author. <for a co-author> 700 1 ‡a Mc. Williams, Mary, ‡d 1954 - ‡e editor of compilation. 700 1 ‡a Good, Edwin M. ǂq (Edwin Marshall), ǂd 1928 - ǂe translator, ǂe writer of added commentary. 710 2 ‡a Helsingin yliopisto. ǂb Physiology Institute, ǂe issuing body. 65 5/21/2013

Relationship Designators 66 AACR 2 RDA Relationship designators limited to music cataloging codes; LC also used for illustrators of children's books: Although LC practice limits to illustrators of children's books, PCC prefers relationship designators for at least the creator (100, 700). Designator terms must be from an authorized list; generally RDA terms 700 1_ ‡a Pollini, Maurizio, ‡d 1942 - ‡ 4 prf LC: 700 1_ ‡a Sendak, Maurice, ‡e illustrator PCC: 100 1_ ‡a Sendak, Maurice, ‡e author, ‡e illustrator Leave out ‡e in author/title access points 5/21/2013

67 Uniform (Preferred) Titles For Belletristic Cataloging 5/21/2013

Preferred & Conventional Collective Titles 68 May be encountered in belletristic & variant edition cataloging: title by which a work is well-known If the preferred title is the same as title on the item cataloged, a 240 is not made. EXCEPTION for compilations. Conventional collective titles (Works. Selections; Poems. Selections); used for all compilations by a single author Bilingual editions: in RDA you cannot have 2 languages in 240 "Works" & "Selections" will not include a date for the first instance in the NAF; "Selections" must be preceded by a preferred or conventional title All single author compilations must be assigned a conventional collective title, even if the title is distinctive Single author compilations are not restricted to belletristic authors; watch out when cataloging variant editions A title main entry conflict with either a serial or a monograph requires a qualifier 5/21/2013

Access Points (Dual Language Editions) 69 AACR 2 RDA Dual language editions: one uniform title with both languages in ‡l. Edition with more than two languages: ‡l Polyglot Dual and polyglot editions: separate entries for each language. The added entries use 2 in the second indicator. 100 1_ ‡a Kafka, Franz, ‡d 1883 -1924. 240 10 ‡a Short stories. ‡l English & German. ‡k Selections 245 10 ‡a Best short stories = ‡b Die scho nsten Erza hlungen / ‡c Franz Kafka ; edited and translated by Stanley Appelbaum. 100 1_ ‡a Kafka, Franz, ‡d 1883 -1924, ‡a author. 245 10 ‡a Best short stories = ‡b Die scho nsten Erza hlungen / ‡c Franz Kafka ; edited and translated by Stanley Appelbaum. 246 31‡a Scho nsten Erza hlungen 700 12 ‡a Kafka, Franz, ‡d 1883 -1924. ‡t Short stories. ‡k Selections. ‡l English. 700 12 ‡a Kafka, Franz, ‡d 1883 -1924. ‡t Short stories. ‡k Selections. 5/21/2013

Access Points (Collections: Works, Selections) 70 AACR 2 RDA Complete works: 240 10 ‡a Works. ‡f <date> Complete works: 240 10 ‡a Works. <No date> 100 1_‡a Smith, John, ‡d 1580 -1631. 240 10 ‡a Works. ‡f 1983 245 14 ‡a The complete works of Captain John Smith (1580 -1631) / ‡c edited by Philip L. Barbour. 100 1_‡a Smith, John, ‡d 1580 -1631. 240 10 ‡a Works 245 14 ‡a The complete works of Captain John Smith (1580 -1631) / ‡c edited by Philip L. Barbour. Selected works: 240 10 ‡a Selections. ‡f <date> Selected works: 240 10 ‡a Works. ‡k Selections <No date> 100 1_ ‡a Downing, A. J. ‡q (Andrew Jackson), ‡d 1815 -1852. 240 10 ‡a Selections. ‡f 2012 245 10 ‡a Andrew Jackson Downing : ‡b essential texts / ‡c edited by Robert Twombly. 100 1_ ‡a Downing, A. J. ‡q (Andrew Jackson), ‡d 1815 -1852. 240 10 ‡a Works. ‡k Selections 245 10 ‡a Andrew Jackson Downing : ‡b essential texts / ‡c edited by Robert Twombly. 5/21/2013

Access Points (Collections: Single Form, Complete) 71 AACR 2 RDA Complete works in one form: 240 10 ‡a <form>. ‡f <date> Complete works in one form: 240 10 ‡a <form>. <No date> 100 1_‡a Shelley, Percy Bysshe, ‡d 17921822. 240 10 ‡a Poems. ‡f 2000 245 14 ‡a The complete poetry of Percy Bysshe Shelley / ‡c edited by Donald H. Reiman and Neil Fraistat. 100 1_‡a Shelley, Percy Bysshe, ‡d 17921822, ‡e author 240 10 ‡a Poems 245 14 ‡a The complete poetry of Percy Bysshe Shelley / ‡c edited by Donald H. Reiman and Neil Fraistat. 5/21/2013

Access Points (Collections: Single Form, Selections, Generic Title) 72 AACR 2 RDA Selected works in a single form (generic title) 240 10 ‡a <form>. ‡k Selections 100 1_ ‡a Lawrence, D. H. ‡q (David Herbert), ‡d 1885 -1930. 240 10 ‡a Short stories. ‡k Selections 245 10 ‡a D. H. Lawrence ‡h [electronic resource] : ‡b selected short stories / ‡c [edited by] Andrew Harrison. 100 1_ ‡a Lawrence, D. H. ‡q (David Herbert), ‡d 1885 -1930, ‡e author 240 10 ‡a Short stories. ‡k Selections 245 10 ‡a D. H. Lawrence : ‡b selected short stories / ‡c [edited by] Andrew Harrison. 336 __ ‡a text ‡ 2 rdacontent 337 __ ‡a computer ‡ 2 rdamedia 338 __ ‡a online resource ‡ 2 rdacarrier 5/21/2013

Access Points (Collections: Selections, Single Form, Non-Generic Title) 73 AACR 2 RDA Selected works in a single form, nongeneric title: No 240 Selected works in a single form: 240 10 ‡a <form>. ‡k Selections <No date> 100 1_‡a Haskell, Dennis, ‡d 1948 245 10 ‡a Acts of defiance : ‡b new and selected poems / ‡c Dennis Haskell. 100 1_‡a Haskell, Dennis, ‡d 1948‡e author 240 10 ‡a Poems. ‡k Selections 245 10 ‡a Acts of defiance : ‡b new and selected poems / ‡c Dennis Haskell. 5/21/2013

What to Do 74 Belletristic & Variant Edition. Do the following but consult with your supervisor Remember that single person compilations always get a 240, so add the 240 when appropriate 5/21/2013

Fun Fact -- A Sherlock Holmes Novel 75 AACR 2. Only real people can be used as headings 100 1_ ‡a Meyer, Nicholas, ‡d 1945245 10 ‡a The seven-per-cent solution : ‡b being a reprint from the reminiscences of John H. Watson, M. D. / ‡c as edited by Nicholas Meyer. [no added entry] RDA: Fictional entities (persons or families; not corporate bodies) can be used as access points; not clear how this is going to be expressed, so this is a guess: 100 1_ ‡a Watson, John H. , ‡e author. 245 10 ‡a The seven-per-cent solution ‡b being a reprint from the reminiscences of John H. Watson, M. D. / ‡c as edited by Nicholas Meyer. 700 1_ ‡a Meyer, Nicholas, ‡d 1945 - ‡e editor. 5/21/2013

76 Workflow 5/21/2013

Inconsistencies 77 Application of RDA is still a work in progress Testing resulted in modification of RDA applications used during the test Expect inconsistencies of application; using RDA will become more standardized as more libraries adopt RDA Also: RDA allows much greater latitude for cataloger judgment, another source of inconsistencies 5/21/2013

OCLC 78 OCLC will not permit 2 master records in the database where one is AACR 2 and the other is RDA OCLC: RDA original master records may be contributed; AACR 2 records already in World. Cat cataloged as blank, 1, 4, 8, I, or L can now be updated to RDA (some flexibility for serials) Minimal & Descriptive Rules i or blank records should be updated/upgraded to RDA; once done, they cannot be re -updated to AACR 2 OCLC: if a record in World. Cat is coded as RDA, do not update it to AACR 2 Website: http: //www. oclc. org/us/en/rda/about. htm 5/21/2013

OCLC updates 79 OCLC catalogers are allowed to do the following to AACR 2 records: add relationship designators to the access points add complete statement of responsibility in place of [et. al. ] spell out abbreviations in the non-transcription fields add 336 -338 Adding RDA information to an AACR 2 record does not make it RDA, so do not add 040 ‡e rda to a Desc. Cat a or change the Desc. Cat from a to i OCLC has plans to machine update legacy records by by updating abbreviations to written out form or the RDA alternative term adding fields 336 -338 (GMD will be left in media records until 2016) removing the ‡h gmd from media bib records (but not until 2016) changing Bible headings, Koran, Dept. , and other headings to RDA form 5/21/2013

What to Do 80 Don’t interpret RDA differences from AACR 2 as errors Don't interpret AACR 2 records with RDA fields as errors-- or as RDA records Ask questions if you're confused (although the answers may be confusing); it's really useful to identify issues brought on by RDA 5/21/2013

Key Points 81 Many RDA records have begun to appear in OCLC Know the 040/Leader configuration for RDA records Once the record is identified as RDA, leave it as is Since March 31 2013, all LC cataloging is RDA & all new or updated NACO records are RDA In March, a big update to the national authority file has occurred; OCLC is working on changing bib records to match major authority file changes. "Transcribe what you see"--capitalization, statement of responsibility, errors, no GMD No abbreviations in 250 and 264: transcribe what you see; significant reduction in supplied abbreviations (esp. Latin) in 300 5/21/2013

Key Points 82 No brackets used: for errors or for statement of responsibility in 245; for unnumbered pages & leaves in 300 & 504, for parallel titles No rule of 3; expect big reduction in title main entry No date following Works/Selections for the first occurrence Take parallel titles & So. Rs from anywhere on the book No copyright date in 264 _1; prefer bracketed publication date to 264 _4 New MARC fields: 264, 336, 337, 338, 775, 776 Notes of less importance; big exception: contents notes Access points: more relationship designators (‡e); locally limit to ‡e author, ‡e translator, different qualifiers, Bible, Dept. , Koran; uniform title for translations limited to one language; no date in Works or Selections (Selections cannot be the 1 st word in 240) RDA brings significant changes in descriptive cataloging of variant editions, including reproductions, that may affect workflow 5/21/2013

RDA Toolkit 83 RDA is intended to be used online (unlike AACR 2) Under the Tools tab, the mapping of MARC to RDA is very useful since the RDA organization does not follow ISBD order--and doesn't have an index http: //access. rdatoolkit. org/ 5/21/2013