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LC Training for RDA: Resource Description & Access

LC Training for RDA: Resource Description & Access. Cooperative and Instructional Programs Division, Library of Congress, 2012 Adapted for UC San Diego Catalogers Presented February 12, 2013 by Jim SOE NYUN and Adolfo Tarango At UC San Diego. Describing Carriers and Identifying Works.

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LC Training for RDA: Resource Description & Access

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  1. LC Training for RDA:Resource Description & Access Cooperative and Instructional Programs Division, Library of Congress, 2012 Adapted for UC San Diego Catalogers Presented February 12, 2013 by Jim SOE NYUN and Adolfo Tarango At UC San Diego Describing Carriers and Identifying Works

  2. Acknowledgements • This course has been adapted from training delivered by Barbara Tillett and Judith Kuhagen, Library of Congress Policy and Standards Division, to the Georgia Public Library Cataloging Summit, August 2011. • It incorporates the “Refresher Training” conducted for LC’s RDA Testers in October 2011. • COIN gratefully acknowledges PSD’s permission to adapt the material for the present purpose

  3. About This Material • This presentation has been modified from the training material created by the Library of Congress for a primary audience of their staff. • We have retained universal information about RDA. However, the portions dealing with LC-specific policies have been modified to reflect more general or UCSD practice.

  4. Learning Objectives -- Describing Carriers and Identifying Works • Describing Carriers • Other Elements of Manifestations and Items • Introduction to Works • Elements for Works

  5. Unit 1: Describing Carriers • RDA Chapter 3 • Will not discuss specific elements for resources of special formats (films, maps, scores, etc.) • Examples available in RDA, in MARC documentation, and in LC compilation of examples

  6. Replacement for GMD - 245 $h • Three new MARC fields - developed with ONIX publishing community: • Content type -- RDA 6.9 -- MARC 336 field • Media type -- RDA 3.2 -- MARC 337 field • Carrier type -- RDA 3.3 -- MARC 338 field

  7. MARC for Content, Media, Carrier • In each of the three fields for these elements (336-338): • $a term • $b code • $2“rdacontent” or “rdamedia” or “rdacarrier” as appropriate • $3 materials specified - give if appropriate

  8. Controlled Vocabularies for Content, Media, Carrier Types • Closed lists in RDA 6.9.1.3, 3.2.1.3, 3.3.1.3 • If more than one term appropriate, two choices: • Give all: repeat field • Pick the term representing the predominant or most substantial content, media, carrier • If the information is unknown, record “unspecified” • If no term is appropriate, record “other” and notify LCvia a message to LChelp4rda@loc.gov

  9. Content Type • CORE ELEMENT • RDA 6.9 • “ … the fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived” • Terms from Table 6.1 • Instead of recording all, you may record the content type that applies to the predominant or most substantial parts of the resource • MARC 336 field Examples: performed music still image text

  10. Media Type • BSR CORE ELEMENT • RDA 3.2 • “… the general type of intermediation device required to view, play, run, etc., the content of a resource” • Terms from Table 3.1 • Instead of recording all, may record the media type that applies to the predominant or most substantial parts of the resource • MARC 337 field Examples:audio computer microform unmediated

  11. Carrier Type • CORE ELEMENT • RDA 3.3 • “ … the format of the storage medium and housingof a carrier in combination with the type of intermediation device required … ” • Terms listed in3.3.1.3 • Instead of recording all, may record the carrier type that applies to the predominant or most substantial parts of the resource • MARC 338 field Examples:audio disc computer disc microfiche volume videodisc

  12. Example:MARC 336-338 Fields Book: 336$a text $2 rdacontent 337$a unmediated $2 rdamedia 338$a volume $2 rdacarrier

  13. OCLC’s RDA!Add33x Macro

  14. Extent • RDA 3.4 • “The number and type of units and/or subunits making up a resource” • Unit = a physical or logical constituent of a resource (e.g., a volume) • Subunit = a physical or logical subdivision of a unit (e.g., a page of a volume) • “Always record extent, even though RDA only considers extent to be core if the resource is complete or the total extent is known”—BSR. • Record Extent in MARC 300 $a

  15. Recording Extent • RDA 3.4.1.3 • Give number of units and appropriate term: • Sometimes a term from carrier type list(RDA 3.3.1.3) • Another term to designate the type of unit (RDA 3.4.1.5) if term not in list, or prefer a term in common use • Several categories covered by exceptions (e.g., text, still images, notated music, cartographic resources)

  16. Extent of Text • Single Volume with Numbered Pages, Leaves, or Columns (3.4.5.2) • Single Volume with Unnumbered Pages, Leaves, or Columns (3.4.5.3) • RDA lists three options • LC-PCC PS 3.4.5.3 continues AACR2 practice • For original cataloging, usually follow method c) 1 volume (unpaged) • Complicated or Irregular Paging (3.4.5.8) • RDA lists three options • LC-PCC PS 3.4.5.8 continues AACR2 practice • For original cataloging, usually follow method c)1 volume (various pagings)

  17. Changes From AACR2Related to Extent • We now use terms, not abbreviations for terms (e.g., “pages,” “volumes”, not “p.,” “v.”) • Use “approximately” (rather than “ca.”) and “that is” (rather than “i.e.”) • Use “unnumbered”, rather than square brackets enclosing the numeral • Be aware of changes in vocabulary from AACR2, e.g.: “computer disc” is used for both “computer disk” and “computer optical disc”

  18. Dimensions • RDA 3.5 • “Measurements of the carrier or carriers and/or the container of a resource” • Rounded up to next whole centimeter • “cm” and “mm” are symbols, not abbreviations • use ISBD full stop after symbol only if a 490 field appears in the record • “PCC Core for audio recordings, notated music, moving images, still images, cartographic resources, direct-access electronic resources, and rare materials (for rare graphic materials, always specify what was measured)”—BSR. • MARC 300 $c

  19. LC Practices: Dimensions • Follow LC practice for Alternative: • “Use inches for discs (RDA 3.5.1.4.4) and for all audio carriers; otherwise, follow the RDA instruction as written” • LC-PCC Practice for serials: • Note that dimensions is not a Core Element for serials and online resources. • But you may record it if you wish

  20. Examples:MARC 300 $a, 336-338 Book: 300 $a 123 pages, 28 unnumbered pages 336 $a text$b txt $2 rdacontent 337 $a unmediated$b n $2 rdamedia 338 $a volume$b nc $2 rdacarrier $b is optional Music CD: 300 $a 1 audio disc {or: 1 CD} For new UCSD inputs we will likely use “1 CD” 336 $a performed music $2 rdacontent 337 $a audio $2 rdamedia 338 $a audio disc $2 rdacarrier

  21. Examples:MARC 300 $a, 336-338 DVD: 300 $a 2 videodiscs {or: 2 DVD-videos} Note: For new UCSD inputs use “2 DVD-videos” 336 $a two-dimensional moving image $2 rdacontent 337 $a video $2 rdamedia 338 $a videodisc $2 rdacarrier Online PDF: 300 $a 1 online resource (39 pages) 336 $a text $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier

  22. Example:MARC 300 $a, 336-338 Website (with maps, text, and photographs): 300 $a 1 online resource 336 $a text $2 rdacontent 336$a cartographic image $2 rdacontent 336 $a still image $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier UC San Diego will follow LC Practice below: If copied records include repeated subfields $a, rather than multiple fields, accept them as is: 336 $a text $a cartographic image $a still image $2 rdacontent

  23. Example:MARC 300 $a, 336-338 Book with accompanying CD of lecture: $3 and $e 300 $a 244 pages ... + $e 1 CD 336 $3 book $a text $2 rdacontent 336 $3 CD $a spoken word $2 rdacontent 337 $3 book $a unmediated $2 rdamedia 337 $3 CD $a audio $2 rdamedia 338 $3 book $a volume $2 rdacarrier 338 $3 CD $ audio disc $2 rdacarrier * The use of $3 in this example is optional. Instead of $e, can repeat 300 field 300 $a 244 pages ... 300 $a 1 CD ... Instead of $e, can give a note 500 $a Accompanied by a CD.

  24. Examples:MARC 300 $a, 336-338 Oral history CD: 300 $a 1 CD 336 $a spoken word $2 rdacontent 337 $a audio $2 rdamedia 338 $a audio disc $2 rdacarrier

  25. Example:MARC 300 $a, 336-338 Kit (contains a book about a fireman, a CD narrating the book, and a fireman’s hat): 300 $a 1 CD, 1 book, 1 plastic helmet 336 $a spoken word $a text $a three- dimensional form $2 rdacontent 337 $a audio $a unmediated $2 rdamedia 338 $a audio disc $a volume $a object $2 rdacarrier The use of multiple subfields $a in the 336 field is acceptable if this is a copy record, but for UC San Diego original cataloging, you would record separate 33X fields (And LOTS OF THEM!)

  26. Examples:MARC 300 $a, 336-338 Score: 300 $a 1 vocal score (xii, 300 pages) 336 $a notated music $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier Map: 300 $a 1 map 336 $a cartographic image $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier

  27. Unit 2: Exercises on Carriers • Exercises #3-#4 Carriers

  28. Unit 3: Other Elements of Manifestations and Items Acquisition and Access Information • Terms of availability (RDA 4.2) • Contact information (RDA 4.3) • Restrictions on access (RDA 4.4) • Restrictions on use (RDA 4.5) • Uniform Resource Locator (RDA 4.6)

  29. Other Elements of Manifestations and Items: Availability and Contacts Do not provide: • Terms of Availability (RDA 4.2) • Contact Information (RDA 4.3)

  30. Other Elements of Manifestations and Items: Access Restrictions on Access (RDA 4.4) • Record restrictions on access as needed • Be as specific as possible • Include the nature and duration of the restriction • Note absence of restrictions if important • MARC 506, 856, various local fields Examples: Access embargoed until two years after publication date Open access resource

  31. Other Elements of Manifestations and Items: Use Restrictions on Use (RDA 4.5) • Record restrictions on use as needed • Be as specific as possible • Include the nature and duration of the restriction • MARC 540, 856, various local fields Example: One hour check out only Library use only Restricted to UCSD users only

  32. Other Elements of Manifestations and Items: URLs Uniform Resource Locator - URL (RDA 4.6) • MARC 856 • If there is more than one URL for the resource, record all (LCPS 4.2.1.3) • Only record “universal” URLs in OCLC master record • Retain only our URLs in local record

  33. Other Elements of Manifestations and Items: URLs Changes Requiring the Addition, Revision, or Deletion of a URL(LCPS 4.6.1.4) • When the original URI is no longer active • When the original URI is still active, but the original resource is no longer available Example: 856 40 $z Electronic address (http://www.example.com) not available when searched on [date]

  34. Other Characteristics:Sound Resources • Type of recording - 3.16.2.3 • Recording medium - 3.16.3.3 • Playing speed - 3.16.4.3 • Groove characteristic - 3.16.5.3 • Track configuration - 3.16.6.3 • Tape configuration - 3.16.7.3 • Configuration of playback channels - 3.16.8.3 • Special playback characteristics - 3.16.9.3

  35. Other Characteristics:Moving Image Resources • Presentation format (film) - 3.17.2 • Projection speed (film) - 3.17.3 • Video format (videorecording) - 3.18.2 • Broadcast standard (videorecording) - 3.17.2

  36. Other Characteristics:Electronic Resources (digital files) • File type -3.19.2 • Encoding format - 3.19.3 • File size - 3.19.4 • Resolution - 3.19.5 • Regional encoding - 3.19.6 • Transmission speed - 3.19.7 • Date resource viewed - 2.20.13.5 • Equipment or system requirement –3.20

  37. Other Characteristics:Cartographic Resources • Layout - 3.11 • Digital file characteristics – 3.19 • Longitude and latitude – 7.4.2 • Horizontal scale – 7.25.3 • Vertical scale – 7.25.4 • Additional scale information – 7.25.5 • Projection of cartographic content – 7.26

  38. Other Characteristics:Music Resources • Form of musical notation (scores) - 7.13.3 • Format of notated music (scores) - 7.20 • Medium of performance of musical content - 7.21

  39. Unit 4: Introduction to Works • Where are the Instructions? • Naming the Work • Policy Decisions on … • Bibliographic or Authority? • Core Elements to Distinguish • Language and Script • Terminology • Sources • Authorized Access Points for Works

  40. Where are the Instructions? • Generally, the instructions for identifying works and expressions are in chapter 6. • You will also need to consult the related instructions in: • Chapter 19, “Persons, Families, and Corporate Bodies Associated with a Work” • Chapter 20, “Persons, Families, and Corporate Bodies Associated with an Expression”

  41. “Naming the Work” • Just like ‘naming’ persons and corporate bodies (and now, families) • Similar to AACR2 concept of “main entry” • MARC has fourpossibilities for where this information can be coded in bibliographic records • 1XX + 240 • 1XX + 245 • 130 • 245

  42. Decisions on …Bibliographic or Authority Data? • RDA does not prescribe if attributes about the work and the access points are to be recorded as bibliographic data or authority data • UC San Diego Policy: • Always identify the work by giving the access point in the bibliographic record (following LC) • Sometimes identify the work by making a title or name/title authority record

  43. Decisions on … Core Elements to Distinguish, Other Required Core Additions • If elements are being recorded to distinguish one work from another or from the name of a person, family, or corporate body, RDA gives choices for recording the elements (RDA 0.6.3, 0.6.4): • UC San Diego will follow LC policy: • always give as additions to the authorized access point • cataloger judgment to also give as separate elements in authority records

  44. Decisions on …Language and Script • Title for a work in the language and script in which it appears in the resource (RDA 5.4) • U.S.: in authorized and variant access points: apply the alternative to give a romanized form • For some languages (see LC-PCC PS 5.4), can also give variant access points (MARC 4XX) in original language/script in authority records

  45. Terminology Related to “Works” • Title of the work (RDA 6.2.1.1) • “word, character, or group of words and/or characters by which a work is known” • Preferred title for the work (RDA 6.2.2.1) • the form of title used when constructing the authorized access point • Variant title for the work (RDA 6.2.3.1) • the form of title used when constructing a variant access point • aka “see references”

  46. Sources of Information –Sources for Preferred Titles (6.2.2.2) • Commonly-known title • For a work created after 1500 • From resources embodying the work or from reference sources • Sometimes: title proper of the first manifestation received • For a work created before 1501 • From modern reference sources • If this evidence is inconclusive, use (in this order): • a) modern editions • b) early editions • c) manuscript copies

  47. Sources of Information –Sources for Other Elements (6.1.1) • For all otheridentifying attributes of works and expressions • Take the information from any source

  48. Authorized Access Points for Works(6.27.1.1 - 6.27.1.8) • How to put together the elements to construct an authorized access point • Preferred title is the basis • Authorized access point for the creatorprecedes the preferred title, as applicable • Additions to the preferred title as instructed under 6.27.1.9 • Links back to the instructions on recording each of the specific elements

  49. Unit 5: Elements for Works • Entities Responsible for a Work • Preferred Title for the Work • Compilations vs. Collaborations • Additions to Access Points for Works • Variant Access Points for Works • MARC Authority Fields for Works

  50. Entities Responsible for a Work “When the preferred title is recorded as part of the authorized access point representing the work, precede it, if appropriate, by the authorized access point representing the person, family, or corporate body responsible for the work, as specified in the instructions given under 6.27.1.” (RDA 0.6.3)

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