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  1. Changes in RDA Changes in the Rules for Descriptive Cataloging by Judy Knop

  2. 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

  3. RDA Objectives • Responsiveness to user needs • Cost efficiency • Flexibility • Continuity

  4. 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.

  5. Objectives: Cost Efficiency • Descriptive data should meet the functional requirements in a cost-effective manner

  6. 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

  7. Objectives: Continuity • Descriptive data should be amenable to integration into existing files with a minimum of retrospective adjustment to those files

  8. RDA Principles • Differentiation • Sufficiency • Relationships • Representation • Accuracy • Common usage • Uniformity

  9. Principles: Differentiation • Descriptive data provided should serve to differentiate the resource described from other resources represented in the file

  10. Principles: Sufficiency • Descriptive data should be sufficient to meet the needs of the user with respect to selection of an appropriate resource

  11. Principles: Relationships • Descriptive data should indicate significant bibliographic relationships between the resource described and other resources

  12. Principles: Representation • Descriptive data should reflect the resource’s representation of itself

  13. Principles: Accuracy • Descriptive data should furnish supplementary information to correct or clarify ambiguous, unintelligible, or misleading representations made by the resource itself

  14. Principles: Common Usage • The guidelines and instructions for recording data elements other than those transcribed from the resource itself should reflect common usage

  15. 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

  16. 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

  17. 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

  18. 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

  19. Changes Requiring a NewDescription • Serials: • Major change in title • Change in responsibility affecting the primary access point

  20. 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

  21. 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

  22. Mandatory Elements • Note: Include any additional elements required to identify the resource

  23. 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

  24. 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.

  25. 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

  26. 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

  27. 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

  28. Alternative Title • No longer to be considered part of the title proper! • JSC decision, April 2007

  29. 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.

  30. 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

  31. Chapter 3 : Carrier • FRBR Function: Identify/Select • Physical characteristics of the carrier • Formatting and encoding of the information stored on the carrier

  32. 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.

  33. 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.

  34. 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)

  35. 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.

  36. 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.

  37. 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”

  38. 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.

  39. Carrier Types • Audio carriers • Computer carriers • Microform carriers • Microscope carriers • Projected carriers • Stereographic carriers • Unmediated carriers • Video carriers

  40. 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”

  41. 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.

  42. 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)

  43. 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

  44. 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

  45. 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

  46. 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

  47. 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

  48. 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

  49. 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)

  50. 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