Changes in RDA Changes in the Rules for Descriptive Cataloging by Judy Knop
Timeline Chapters 1-2, 4-5 reviewed 2006 Chapter 3, part of 4: reviewed March-May 2007 Chapters 6-7: review July-September 2007 Part B: December 2007-March 2008 Complete Draft: July-December 2008 Release of RDA: 2009
RDA Objectives • Responsiveness to user needs • Cost efficiency • Flexibility • Continuity
Objectives: Responsiveness to User Needs • Identify the resource described (i.e., to confirm that the resource described corresponds to the resource sought, or to distinguish between two or more resources); • Select a resource that is appropriate to the user’s requirements with respect to content, format, etc.
Objectives: Cost Efficiency • Descriptive data should meet the functional requirements in a cost-effective manner
Objectives: Flexibility • Descriptive data should function independently of the format, medium, or system used to store or communicate the data • Descriptive data should be amenable to use in a variety of environments
Objectives: Continuity • Descriptive data should be amenable to integration into existing files with a minimum of retrospective adjustment to those files
RDA Principles • Differentiation • Sufficiency • Relationships • Representation • Accuracy • Common usage • Uniformity
Principles: Differentiation • Descriptive data provided should serve to differentiate the resource described from other resources represented in the file
Principles: Sufficiency • Descriptive data should be sufficient to meet the needs of the user with respect to selection of an appropriate resource
Principles: Relationships • Descriptive data should indicate significant bibliographic relationships between the resource described and other resources
Principles: Representation • Descriptive data should reflect the resource’s representation of itself
Principles: Accuracy • Descriptive data should furnish supplementary information to correct or clarify ambiguous, unintelligible, or misleading representations made by the resource itself
Principles: Common Usage • The guidelines and instructions for recording data elements other than those transcribed from the resource itself should reflect common usage
Principles: Uniformity • Guidelines and instructions provided in the appendices on capitalization, numerals, abbreviations, order of elements, punctuation, etc. should serve to promote uniformity in the presentation of descriptive data
Structure of Part I • Chapter 1: General guidelines on resource description • Chapter 2: Identification of the resource • Chapter 3: Carrier type • Chapter 4: Content type • Chapter 5: Information on terms of availability • Chapter 6: Persons, Families, and Corporate Bodies Associated with a Resource • Chapter 7: Related Resources
Chapter 1: General Guidelineson Resource Description • Appropriate type of description • Changes requiring a new record • Mandatory elements • Language and script • Conventions used in transcription • Formulation of notes • Descriptive elements used as access points
Types of Description • Comprehensive: Single description for a resource described as a whole • monograph, serial, integrating resource • Analytical: Description of a part of a larger resource • single issue of a periodical, a filmstrip issued as part of a kit • Multilevel: Description of the whole and of each part • series record and individual records for each volume
Changes Requiring a NewDescription • Serials: • Major change in title • Change in responsibility affecting the primary access point
Mandatory Elements • Title proper • Earlier/later variations in title proper • *Statement of responsibility (person, family, or corporate body with principal responsibility) • Edition statement • Numbering • Publisher, distributor (only first recorded) • * Option to omit statement of responsibility
Mandatory Elements • Date of publication, distribution, etc. • Title proper of series • Numbering within series • Resource identifier • Form of carrier • Extent • Scale of cartographic content • Coordinates of cartographic content
Mandatory Elements • Note: Include any additional elements required to identify the resource
Letters or Words Intended to beTranscribed More than Once • If a letter or word appears on the source only once, transcribe it only once, even if the design makes it clear that it is intended to be read more than once: • Canadian BIBLIOGRAPHIES canadiennes • If considered important, make a note and record the intended reading as a variant title
Abbreviations • Do not abbreviate words or substitute the prescribed abbreviation in any title field or statement of responsibility. If a word appears in an abbreviated form, transcribe it as it appears.
Inaccuracies • Transcribe an inaccuracy or a misspelled word, in any transcription area, as it appears: • The wolrd of television • Educatonal Publications • 2070 • Make a note and record a variant title if considered important • Note: Title should read: The world of television • Note: Publisher should read: Educational Publications • Note: Date of publication should read: 2007
Chapter 2: Identification of theResource • This chapter contains the instructions for recording (for all types of resources): • Title Statement of responsibility • Edition Numbering • Publisher Place of publication • Date of Publication Series • Frequency
Title • Title proper is mandatory • Transcribe title as it appears on the resource • Exceptions: • Resources issued in successive parts • Correct obvious typographic errors when transcribing the title proper and record the title as it appears on the source of information in a note. In case of doubt, transcribe it as it appears. • Serials: • Omit information such as dates, numbers, names which change from issue to issue. Use the mark of omission
Alternative Title • No longer to be considered part of the title proper! • JSC decision, April 2007
Statement of responsibility • Mandatory unless following option • To be transcribed as found on the resource • Option: In lieu of recording a statement of responsibility as a descriptive element, provide a controlled access point for the responsible person, family, or corporate body.
Numbering • Mandatory • Transcribe numbering as it appears on the source of information • Transcribe chronological designation as it appears on the resource • If serial has more than one separate system of designation, record the systems in the order in which they are presented • No examples of number and date as currently done for serials
Chapter 3 : Carrier • FRBR Function: Identify/Select • Physical characteristics of the carrier • Formatting and encoding of the information stored on the carrier
General Guidelines • Sources of information • Base the description on evidence presented by the resource itself, or any accompanying material or container. If desired, take additional evidence from any source.
Different Formats Available • If manifestations are available in different formats, describe the carrier as they apply to the manifestation being described. • For facsimiles or reproductions, record the elements describing the carrier as they apply to the facsimile or reproduction.
Online Resources • Record “online resource” as the carrier type for all online resources. • If complete, or total extent is known, record the extent • If consists of more than one file, and a description of each is considered important, record the characteristics of each. • text file RTF 73 KB • (File type, encoding format, and file size for a text file in an online resource)
Changes in Carrier • If the carrier characteristics change, record the change as instructed: • Resource in successive parts • If carrier changes, or new carrier characteristics are introduced, record the changes. Add a note if important. • Integrating resource • If carrier changes, or new carrier characteristics are introduced, change the carrier description. Make a note if considered important for identification or selection.
Media Type • Optional • Currently known as GMD (245 $h) • Media type reflects the general type of intermediation device required to view, play, run, etc. the content of a resource. • Record the type(s) of media using one or more of the terms in Table 1. Record as many terms as are applicable.
Media Terms • Audio Projected • Computer Stereographic • Microform Unmediated • Microscopic Video • If none of these terms apply, record “Other” • If the media type cannot be readily ascertained, record “unspecified”
Carrier Type • Mandatory • Carrier type reflects the format of the storage medium and housing of a carrier in combination with the type of intermediation device required. • Record the carrier type using one or more of the terms listed. Record as many terms as are applicable.
Carrier Types • Audio carriers • Computer carriers • Microform carriers • Microscope carriers • Projected carriers • Stereographic carriers • Unmediated carriers • Video carriers
Carrier Types • If none of the terms listed applies, add the word “other” to the broader heading, i.e. other microform carrier, etc. If none of the broader headings applies, record “other” • If the carrier type cannot readily be ascertained, record “unspecified”
Extent • Mandatory • Reflects the number of units and/or subunits making up a resource • Record the number of each applicable type followed by the appropriate term from the list.
Extent: Online Resources • If the resource parallels a print or graphic counterpart, specify the number of subunits based on the parallel counterpart: • 1 online resource (68 pages) • 1 online resource (36 photographs) • For other types of files, specify the number of files and a term designating the file type (optionally add no. of statements): • 1 online resource (2 video files) • 1 online resource (1 program file : 96 statements)
Recording Dimensions • Optional • Dimensions are the measurements of the carrier(s) and/or the container • Unless otherwise instructed, record dimensions in centimetres to the next whole centimetre (may abbreviate as cm – Note: no period) • Alternative: Use the system of measure preferred by the cataloging agency
Base Material • Base material is the underlying physical material on which the content of a resource is stored. • Record the base material if considered important using terms from a list of terms. If none is appropriate, use a concise term. • Give notes as needed • Ex.: acetate; cardboard; polyester; skin; stone; vellum; wax
Applied Material • Applied material is a physical or chemical substance applied to record the content of a resource. • Record the applied material from the supplied list or use another appropriate term • Ex.: chalk; diazo; pastel; plaster; silver halide; tempera
Mount • Mount is the physical material used for the support or backing to which the base material of a resource has been attached • Record the material used in the mount from the list of Base Materials or another appropriate term, if considered important
Production Method • Production method reflects the process used to produce a resource • Use a term from the list provided, or another appropriate term • Ex.: blueline; collotype; photocopy; print; typescript; woodcut
Generation • Generation reflects the transfer of the content of a resource from one carrier to another (1st generation camera master, 2nd generation printing master, 3rd generation service copy) • Record the generation using terms given under specific types of material, e.g. audio recordings, digital resources, microforms, motion picture films, videotapes
Layout • Layout is the arrangement of text, images, etc. in a resource • Record the layout if considered important, using one of the terms below: • double sided • single sided • Use another appropriate term, if necessary (exceptions given for maps, tactile music and tactile text)
Color • Color indicates the presence of color(s), tone(s), etc. in the content of a resource • If the content is in colors other than black and white, record them using a term from the list provided (chiefly colored; colored; some colored) • Exceptions for still images, moving images, three-dimensional forms, visual impairment resources