Based on an earlier presentation made at the BCLA Annual Conference in 2010

Prepared for Pan-Canadian RDA Training by: Linda Woodcock, Technical Services Librarian, Kwantlen Polytechnic University

PanCanadian RDA Training Module:

Introducing RDA: Resource Description and Access

RDA Module - Introduction

Acknowledgments• On behalf of the Pan-Canadian RDA trainers, I would like to thank

the Library of Congress for allowing use and modification of their training modules and supplementary RDA training materials (for RDA Test at LC, June 2010 and Georgia Public Library Cataloging Summit (August 2011) and RDA Refresher Training at LC (October 2011) available at

http://www.loc.gov/aba/rda/training_modules.html• Thank you also to the copyright holders of RDA Toolkit for

permission to copy screens and the RDA logo for educational purposes. All screens copied are identified with: "Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-Publishers for RDA (American Library Association, Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals”.

RDA Module - Introduction

What is different?

Guiding principles not rule by example

Structure of the RDA text

Structure of the description

Language & terminology

Transcription conventions

Use of controlled vocabularies

3

RDA Module - Introduction

What is the same?

Goals are still toDescribe the resourceIdentify those responsible for the

workMake connections to related worksEvery reader his ‘book’, every

‘book’ its reader

4

RDA Module - Introduction

RDA Principles

• General introduction:• “principles” not “rule by example”

• 0.0 Data created using RDA to describe a resource are designed to assist users with the following tasks:

Find

Identify

Select

Obtain5

RDA Principles 0.4.3Differentiation

The data describing a resource should differentiate that resource from other

resources.

Sufficiency The data describing a resource should be sufficient to meet the needs of the

user with respect to selection of an appropriate resource.

Relationships The data describing a resource should indicate significant relationships

between the resource described and other resources.

Representation The data describing a resource should reflect the resource’s representation of itself.

Common Usage or PracticeData that is not transcribed from the resource itself should reflect common usage in the language and script preferred by the agency creating the data. 6

RDA Module - Introduction

RDA Structure Divided according to two goals of resource

description Identify and Relate

No longer organized by class of materials

Each chapter in Section 1 addresses a user task

2/ Identifying Attributes of Manifestations & items FIND / IDENTIFY

3/ Describing Carriers SELECT

4/Providing Acquisition & Access InformationOBTAIN

7

RDA Module - Introduction

RDA Structure

• General introduction• Recording attributes

– Ch. 1-7: work, expression, manifestation, item– Ch. 8-16: person, family, corporate body, place

• Recording relationships: ch. 17-22, 24-32• Appendices• Glossary• Index

8

RDA Module - Introduction

RDA StructureFRBR Group 1 Entities

Section 1: Describing manifestations and items

Section 2: Describing works and expressions

FRBR Group 2 Entities

Section 3: Describing persons, families, corporate bodies

FRBR Group 3 Entities

Section 4: Describing concept, object, event, place

9

RDA Module - Introduction

RDA Structure

RDA is not divided by format

Each instruction applies to all types of material / physical formats.• Some guidelines and instructions in

chapters refer specifically to resources issued in a particular manner.

10

RDA Structure

3.4.1.3 Recording ExtentRecord the extent of the resource by giving the number of units and an appropriate term for the type of carrier as listed under 3.3.1.3

Exceptions

• Cartographic resources. • Notated music• Still images. • Text• Three-dimensional forms

RDA Module - Introduction

RDA Module - Introduction

Structure of the Description

AACR2’s levels of description have been replaced by a set of required elements

Core Elements• Guided by FRBR/FRAD “high value” elements to

support user tasks, ISBD mandatory elements• Floor not a ceiling

12

RDA Module - Introduction

1st Level Description vs Core Element Set (0.6)

Title proper

First Statement of responsibility

Edition statement

Material (or type of publication) specific details

First Publisher, place

Date of publication

Extent of item

Notes

Standard number

Title proper

First Statement of responsibility

Edition statement

First place of publication

First publisher’s name

Date of publication

Title proper of series

Numbering within series

Identifier for manifestation

Carrier type

Extent

13

RDA Module - Introduction

Structure of the Description

CORE IF statements• Some elements become Core IF another

element is absentPlace of distribution is a core element for a resource in a published form if the place of publication is not identified.

14

RDA Module - Introduction

Exceptions to the rule?

• At certain points you are offeredo Options for additions or omissiono Alternatives to the stated rule

• Library of Congress has published their decisions on when their catalogers will apply these alternatives and options

15

RDA Module - Introduction

Alternatives and Options0.8

Alternative guidelines and instructions provide an alternative to what is specified in the immediately preceding guideline or instruction.

Optional instructions provide for either:

a) the optional addition of data that supplement what is called for in the immediately preceding instruction

or

b) the optional omission of specific data called for in the immediately preceding instruction.

16

RDA Module - Introduction

Alternatives

At certain points RDA offers an alternative to the stated rule1.7 When instructions specify transcription … apply the general guidelines on capitalization, punctuation, symbols, abbreviations

ALTERNATIVE

If the agency creating the data has established in-house guidelines on capitalization, punctuation, symbols, abbreviations, etc. or has designated a published style manual, use those guidelines or that style manual

17

RDA Module - Introduction

Optional provisions

1.4 Language and Script • Record the elements listed below in the language and script in

which they appear on the sources from which they are taken.

Optional Addition

• Record an element listed above in a transliterated form in addition to the form recorded in the script used on the source

LC practice/PCC practice for Optional addition: If non-Latin scripts are provided for the elements listed at RDA 1.4, provide romanized equivalents for those elements listed as "Mandatory if Applicable" in the PCC Guidelines for Creating Bibliographic Records in Multiple Character Sets.

18

RDA Module - Introduction

New terminology in RDA

FRBR terminology is used throughout the text• WEMI

• Work• Expression• Manifestation• Item

• Element• Attribute

19

RDA Module - Introduction

AACR2 to RDA vocabulary

First Level of Description

Chief Source of Information

Physical description

Notes on the content

Make added entries

Core Element Set

Preferred Source

Describe carriers

Describe content

Record relationships

20

RDA Module - Introduction

AACR2 to RDA vocabulary

heading

author, composer, etc.

main entry

uniform title

authorized access point

creator

Authorized access point for a work (preferred title + authorized access point for creator if appropriate)

(1)preferred title (+ other information to differentiate)

(2) conventional collective titleWorks

21

RDA Module - Introduction

AACR2 to RDA vocabulary

GMD

General material designation

Physical description

media type

carrier type content type

Carrier description

22

RDA Module - Introduction

AACR2 to RDA vocabulary

• see reference

• see also reference

variant access point

authorized access point for related entity

23

RDA Module - Introduction

Elements of the description

RDA 1.4• RDA specifies which elements of the

description areTranscribedRecordedSupplied

24

RDA Module - Introduction

Elements of the description

• Transcribed elementsTitle / Statement of responsibility

Edition statement

Publication statement (Place, Publisher, Date)

Numbering

• Recorded elements Carrier information

• Physical characteristics

Content information

25

Elements of the description

• Supplied elementsData about the resource that is gathered from sources outside the resource itself

There are guidelines governing o supplied titleso supplied dates

RDA Module - Introduction

RDA Module - Introduction

RDA / IFLA Representation Principle

Take what you see /Accept what you find

Do not abbreviateAACR2 uses abbreviations in certain transcribed elements such as edition, numbering, place of publicationRDA permits abbreviations in transcribed elements only if that is how they are represented on the source

Do not correct errorsAACR2 directed that inaccuracies be correctedRDA requires inaccuracies to be recorded as they appearNo more use of [sic] or [i.e.____]

27

RDA Module - Introduction

Capitalization

1.7.2 Capitalization Apply the instructions on capitalization given in appendix A .

A.1 General GuidelineUnless there are specific guidelines under A.2–A.9 , capitalize words according to the guidelines for the language involved.

28

RDA Module - Introduction

Use of Abbreviation

B.4 Transcribed ElementsFor transcribed elements, use only those abbreviations found in the sources of information for the element.

If supplying all or part of a transcribed element, generally do not abbreviate words.

29

RDA Module - Introduction

Use of Abbreviation

You can adjust what is found on the resource when providing recorded elements

Instructions at B5 direct you to use prescribed abbreviations in recorded elements for :

Dimension

Duration

Details about musical works

Date: Use the abbreviations A.D. and B.C. when recording a date in the Christian calendar associated with a person

30

RDA Module - Introduction

Sources of information RDA specifies preferred source of

information for three categories : – One or more pages, leaves,

sheets, cards– Moving images– Other resources

2.1.2.2 When preparing a comprehensive description for a resource issued as a single unit choose a source of information identifying the resource as a whole

AACR2 specifies chief source of information for each class of material

31

RDA Module - Introduction

Sources of information

2.2.2 Use as the preferred source of information a source forming part of the resource itself that is appropriate to:

• the type of description (see 2.1 )

and • the presentation format of the

resource (see 2.2.2.2–. • 2.2.2.2 use the title page, title

sheet, or title card (or image thereof) as the preferred source of information.

R

D

A

32

RDA Module - Introduction

Information From Outside Chief Source

RDA

• RDA requires [ ] ONLY if information is from outside the resource

AACR2requires information taken from a source other than the chief source to be enclosed in [square brackets]

33

RDA Module - Introduction

TITLE

AACR2

Other titles optional• If no collective title

transcribe first named as title proper

• Make added entries for the other titles

RDA

Other titles optional• If no collective title

devise one

34

RDA Module - Introduction

General Material Designation

AACR2

A subfield of title element

Mix of content and carrier information

RDA

Replaced by three discrete elements

Media type 3.2

Carrier type 3.3

Content type 6.10

35

RDA Module - Introduction

Statement of responsibility

AACR2Record those

associated with a work up to a maximum of 3

• 1.1F5

If more than 3 record first named and use [et. al.]

RDARecord all names associated

with the creation of the work • Optionally

– Omit all but the first. Indicate the omission by summarizing what has been omitted in language of agency preparing description [i.e. not in Latin]

– Roger Colbourne [and six others]

36

RDA Module - Introduction

Place of Publication

RDA

• Transcribe a place of publication, etc., in the form and the grammatical case in which it appears.

• Transcribe name of country, state, province if it appears.

• Use abbreviations

• Transcribe places of publication and publishers' names in the form in which they appear on the source of information.

• Apply general guidelines on transcription given under 1.7 

• use only those abbreviations found in the sources of information for the element.

AACR2

37

RDA Module - Introduction

Publisher

AACR2• 1.4D2 Give the name

of the publisher in the shortest form in which it can be understood

RDA

2.8.1.4 Transcribe places of publication and publishers' names in the form in which they appear on the source of information.

Optionally

Omit levels in a corporate hierarchy that are not required to identify the publisher

38

RDA Module - Introduction

Date of Publication

AACR2

• Substitute Arabic numerals for Roman in the date of publication

• Substitute Arabic numerals for numbers expressed as words

RDA

Record dates of publication applying the general guidelines on numbers expressed as numerals or as words given under 1.8

1.8 When recording numbers expressed as numerals or as words in a transcribed element, transcribe them in the form in which they appear on the source of information.

39

RDA Module - Introduction

Publication statement

AACR2

• If no place or probable place can be given, give s.l. (sine loco), or its equivalent in a nonroman script.

• If the name of the publisher, distributor, etc., is unknown, give s.n.

• Paris : [s.n.]

RDA

• If neither a known nor a probable local place or country, state, province, etc., of publication can be determined, record – Place of publication not

identified.

If publisher unknown record– Publisher not identified.

40

RDA Module - Introduction

Choice of Access

AACR2

• 21.1A2 Enter a work by one or more persons under the heading for the personal author

• 21.6C2 If responsibility is shared among more than three persons or corporate bodies enter under title

RDA

• 6.27.1.3 If two or more persons or corporate bodies are responsible construct the authorized access point by combining the AAP for the person with principal responsibility with title

• IF principle responsibility not indicated enter under first named

41

RDA Module - Introduction

Construction of Access Points

Key changes to the construction of headings Headings for the Bible

Do not use O.T. and N.T. Use instead Old Testament and New Testament Do not use O.T. or N.T. intervening with individual books

of the Bible, enter these directly

Treaties Enter under first country named regardless of order

Some new additions to personal names are permitted

RDA Module - Introduction

Recording relationships Key aspect of FRBR/FRAD model Most are beyond CORE elements Decide which are important in your environment

Recording Primary Relationships4 Relationships are CORE RDA elements

• Creator• Other person or corporate body associated• Work manifested• Expression manifested

RDA Module - Introduction

Recording relationships

Recording Relationships Between Works

LC considers two types as CORE owhole/part for works in a compilationoSerial relationships earlier/later titles

44

RDA Module - Introduction

RDA and MARC

RDA is independent from any encoding method

BUTMARC21 – changes have been made to allow us to continue to use MARC until a new encoding standard emerges. This will improve the data structure now in preparation for what the future brings.

45

RDA Module - Introduction

MARC21 Changes to Accommodate RDA

• New code ‘c’ in leader position 18# Blank - Non ISBD

a AACR2 cataloguing = NOT RDA

i ISBD included (redefined)

c ISBD, without ISBD punctuation at ends of subfields

RDA Module - Introduction

MARC21 Changes to Accommodate RDA

• New codes in 007 and 008– 007 new values for content designators for smd– 008 new values for form of music compositions,

form of item

• 040 $e Description conventions– Give value “rda” (to be included in templates).– DLC$cDLC$erda

• Subfield $i Relationship information » added to 700,710,711, 730

47

RDA Module - Introduction

MARC21 Changes to Accommodate RDA

• MARC21 Format for Bibliographic Data– 336 Content Type– 337 Media Type– 338 Carrier Type– 588 Source of description note

48

RDA Module - Introduction

New 38X Fields• 380 Form of work A term expressing the

class or genre of the work. 100 1 $aWilder, Thornton,$d1897-1975.$tOur town.

380 $aPlay

130 #0$aCinderella (Choreographic work)

380 ##$aChoreographic work

• 382 Medium of performance A term that indicates the instrumental, vocal, and/or other medium of performance.100 1#$aMahler, Gustav,$d1860-1911.$tSymphonies,$nno. 2,$rC minor 382 ##$aorchestra

49

RDA Module - Introduction

MARC21 Changes to Accommodate RDA

• 380 Form of Work (R) • 381 Other Distinguishing Characteristics of

Work or Expression (R) • 382 Medium of Performance (R) • 383 Numeric Designation of Musical Work (R) • 384 Key (NR)

50

MARC 21 Bibliographic Fields to Accommodate RDA Attributes of Works and Expressions

380 – Form of Work (R)RDA 6.3 Form of Work

380 ## $a Motion picture

380 ## $a Television program

380 ## $a Choreographic work

380 ## $a Poem

380 ## $a Play

380 ## $a Comic strip

381 – Other Distinguishing Characteristics of Work or Expression (R)

RDA 6.6 Other Distinguishing Characteristic of the Work

RDA Module - Introduction

381 ## $a Geological Survey (South Africa)

381 ## $a Philadelphia Museum of Art

381 ## $a arranged

51

MARC 21 Bibliographic Fields to Accommodate RDA Attributes of Works and Expressions

382 – Medium of Performance (R)

RDA 6.15 Medium of Performance

383 – Numeric Designation of a Musical Work (R)

RDA 6.16 Numeric Designation of a Musical Work

RDA Module - Introduction

384 – Key (NR)RDA 6.17 Key

52

MARC21 Changes to Accommodate RDA

New field 264Production, Publication, Distribution, Manufacture, and Copyright Notice (R)

$a Place of production, publication, distribution, manufacture (R)

$b Name of producer, publisher, distributor, manufacturer (R)

$c Date of production, publication, distribution, manufacture, or copyright notice (R)

RDA Module - Introduction 53

New Field 264 Separates out data currently embedded in 260 with other data Provides a separate place for copyright date rather than as

additional text in 260 $c

First Indicator Second Indicator Sequence of statements# - Not applicable/No information provided/Earliest2 - Intervening3 - Current/latest

Function of entity0 - Production1 - Publication2 - Distribution3 - Manufacture4 - Copyright notice date

260 is obsolete when creating RDA records

RDA Module - Introduction 54

MARC21 Changes to Accommodate RDA

New field 264 is repeatable

Separate 264 field for publishing, manufacturing, copyright information

264 #1$aBoston : $Little Brown, $c2010

Or a pair of 264 fields if publisher not known264 #1$aBoston : $b[publisher not identified], $c2010

264 #1$aCambridge : $bKinsey Printing Company, $c2010

If recording copyright it is in a separate 264 field264 #4$c©2002 RDA Module -

Introduction 55

RDA Module - Introduction

010 2010927460040 DLC $e rda $b eng $c DLC $d NLC $d BTCTA $d YDXCP $d OCLCO016 20109015045020 9780771017131 (pbk.)020 0771017138 (pbk.)042 pcc050 00 PN165 $b .B78 2010055 00 PN165 $b B78 2010082 04 808/.02 $2 22090 049 K6UA100 1 Bruce, Harry, $d 1934-245 10 Page fright : $b foibles and fetishes of famous writers / $c Harry Bruce.264 1 Toronto, Ontario : $b Emblem, $c 2010.264 4 $c ©2009300 351 pages ; $c 23 cm336 text $2 rdacontent337 unmediated $2 rdamedia338 volume $2 rdacarrier504 Includes bibliographical references (pages 319-340) and index.650 0 Authorship $v Anecdotes.650 0 Authors $v Biography.650 0 Writing $x Materials and instruments $x History.650 6 Art d'ecrire $v Anecdotes.

RDA Module - Introduction

MARC21 Changes to Accommodate RDA (3)

New fields in Authorities format

370 Associated Place 374 Occupation

371 Address 375 Gender

372 Field of Activity 376 Family info

373 Associated group 377 Associated (affiliation) language

57

Let’s review

Quiz

RDA Module - Introduction