rda and editing bibliographic records

RDA and Editing Bib Records

Shana L. McDanold

Head, Metadata Services

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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

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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!

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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.”

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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

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Bib records – vocabulary changesAACR2 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

information2. Conventional collective title like

“works”

Physical description Carrier description

General material designator (GMD)

Three elements:1. Content type2. Media type3. Carrier type

Chief source Preferred source(s)

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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

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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

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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)

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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

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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)

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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

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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

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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

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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

*MUST use controlled vocabulary terms for these fields/subfields

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Bib records – what can I or can’t I edit? 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.

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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

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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)

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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

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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

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Wrap-up

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Image created by: Jennifer Young

Northwestern University

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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