Based on the LC RDA Training Module 2 (Parts 1 and 2) : Recording Attributes of Manifestations and Items & updates Modified by: Mary Curran, University.

PanCanadian RDA Training Module:

Cataloguing with RDA: Recording Attributes of Manifestations & Items

Based on the LC RDA Training Module 2 (Parts 1 and 2) : Recording Attributes of Manifestations and Items & updates

Modified by: Mary Curran, University of Ottawa, Canadian Committee on Cataloguing member

[email protected]

Adapted for MLA May 14, 2012 by:

Chris Oliver [email protected]

Reviewed and updated Sept.6 and Oct. 3, 2012 by:

Mary Curran [email protected]

mailto:[email protected]



ACKNOWLEDGEMENTS

• 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”.

Mary Curran

RDA Module - Manifestations/Items 2



3

Mary Curran: responsible for Canadian development and of Module: Recording Attributes of Manifestations and Items

RDA Module - Manifestations/Items

Outline and Objectives

• RDA chapters covered • Pre-cataloguing decisions• CORE – CORE IF – LC CORE attributes• media, carrier and content types

(MARC 21 336-338 fields)• examples of changes from AACR2 and

MARC21 • exercises

RDA Module - Manifestations/Items4

RDA chapters for this module

0: Introduction1: General guidelines 2: Identifying manifestations and items 3: Describing carriers (manifestations)4: Providing Acquisition and Access Information

6: 6.9.1.3, Recording Content Type (works & expressions) (work-level attribute but fits with Media and Carrier Types)

and a cursory glance at other format-specific LC core or core if elements in Chapter 7


6

After workshop: use instruction numbers to explore the Toolkit


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)

7

Finding relevant instructions

• RDA instructions organized according to bibliographic entities

• RDA instructions are generalized for all resources

• specific instructions are added only when necessary, after the general instruction

• no “chapter” for “books,” “sound recordings,” etc.


CHAPTER 1: GENERAL GUIDELINES

9

Pre-Cataloguing Decisions - 1.4Language and script 0.11.2 : One-time decision/ local policy

• transcribe specified elements (list at 1.4) title and statement of responsibility, edition, publication and series statements, etc. as they appear on the source of information

• allowed to transliterate• record other elements (e.g. extent) or supplied

elements in language preferred by local cataloguing agency

Canada: other elements (extent, notes, etc.) in English and/or French as preferred by local agency


10

Pre-Cataloguing Decisions

form of numerals ( 0.11.3 and 1.8.2): • form preferred by agency • alternatives:

- form as it appears on the source of information - form as it appears plus equivalent in form

preferred by the agency

LC (LCPS 1.8.2 ) will use Alternative 1:

calendar (0.11.4): Christian calendar, Appendix H

units of measurement (0.11.5): generally metric for dimensions of carriers and containers

encoding (0.12): initial implementation = MARC21 (mainly)RDA Module - Manifestations/Items

ICP’s Representation Principle

• RDA 1.7.1: transcriptionCapitalization as per appendix A

Punctuation, abbreviations, inaccuracies, symbols, initials, numbering: generally follow form on source

Alternatives in 1.7.1 for transcribed info follow ICP principle of representation =

“Take what you see” and “accept what you get”

• as in AACR2, some elements are recorded rather than transcribed (e.g. date of publication, extent)


Capitalization and abbreviations

• Appendix A for capitalization– instructions for some specific situations +

instructions by language– alternative at 1.7: follow style guide chosen by the

agency– 2nd alternative at 1.7: accept capitalization as found– LC: cataloguer’s judgement to apply appendix or

transcribe found capitalization

• Appendix B for abbreviations– “take what you see”– a few other instructions


Found capitalization?


Changing found capitalization:

245 10 $a Cairo : $b the city victorious / $c Max Rodenbeck.

250 ## $a First Vintage Departures edition.

Accepting found capitalization:

245 10 $a Cairo : $b THE CITY VICTORIOUS / $c Max Rodenbeck.

250 ## $a FIRST VINTAGE DEPARTURES EDITION.

Pre-cataloguing decisions: Type of description (1.5)

“What am I cataloguing?” (RDA 1.5)

• Comprehensive description: the whole (a single-part unit, a multipart monograph, a serial, an integrating resource, a collection)

• Analytical description: a part or parts (a volume in a series, a chapter, a single song)

• Hierarchical description: the whole and parts together


Manifestation and Item in MARC21• 007 a ǂb j ǂd c ǂe a ǂf n ǂg z ǂh n• 034 1# a ǂb 5500000 ǂd E0340000 ǂe E0620000 ǂf N0320000 ǂg

N0120000• 050 #4 G7521.H8 1957 ǂb .A8 → Call number as a whole = Item

entity; Class number alone = Work entity• 245 00 Arabian Peninsula, petroleum concessions, oil fields, and

installations, Jan. 1957 : ǂb concession area ownership including offshore concessions. → Manifestation entity

• 250 ## First revised 2-57. → Manifestation entity• 255 ## Scale approximately 1:5,500,000 ǂc (E 34°--E 62°/N 32°--

N 12°). → Expression entity• 264 #1 [Washington, D.C. : ǂb U.S. Department of State?, ǂc

1957] → Manifestation entity• 300 ## 1 map : ǂb color ; ǂc 41 x 47 cm. → Manifestation entity

except for “color” = ExpressionRDA Module - Manifestations/Items 15

• 336 ## cartographic image ‡b cri ‡2 rdacontent → Expression entity

• 337 ## unmediated ‡b n ‡2 rdamedia → Manifestation entity

• 338 ## sheet ‡b nb ‡2 rdacarrier → Manifestation entity• 500 ## Includes table with an index of "Operating

Companies" and their "Controlling Interests," and additional legend for boundaries. → Work entity

• 500 ## "25338 3-56 (First Revision 2-57)."• 500 ## "SSO -- 176-2/57."• 710 1# United States. ‡b Dept. of State. → Work entity• Location Call No. Copy/Vol. No. Loan Period Status

(Invented) • Regenstein Library, Bookstacks G 7521.H8 1957n.A8 c.1

Regular loan Not checked out → Item Entity


MARC bibliographic recordand FRBR: Manifestation, mainly!

1XX/240 = work, expression

245-264, 490 = manifestation

300 = expression, manifestation

other 3XX = work, expression, manifestation

5XX = work, expression, manifestation

700-730 = work, expression

760-787 = work, expression, manifestation

8XX = work, expression [& manifestation]

item level = exemplar owned locallyRDA Module - Manifestations/Items 17

CHAPTER 2 : IDENTIFYING MANIFESTATIONS AND ITEMS (USER TASK = IDENTIFY)

Part 1: initial identification


Search – Record found? New description needed? (1.6)

Changes requiring a new description (RDA 1.6) >>> new reasons:

• Change in mode of issuance: all resources

• Change in media type: all resources

• Change in edition statement: serials and integrating resources

• Re-basing of an updating loose-leaf


Am I cataloguing a reproduction?

RDA 1.11• includes reprints, facsimiles, republications in a

different carrier, etc.

• LC changed its policy : catalogue the reproduction when making separate records

– RDA not a change from AACR2 as written but is a change from current U.S. practice

– Give information about the original as a related resource


Basis for identification of the resource (2.1)

• Depends on type of description (comprehensive, etc.)

• Depends on mode of issuance

• Depends on number of parts


22

Comprehensive description (2.1.2)

• Single Unit – choose a source representing the resource as a whole (2.1.2.2)

• Multipart – (one of following as appropriate)

• lowest numbered issue or part available

• if unnumbered, use earliest date of issue

• if no numbering (e.g. kit) treat like single unit

• if no ordered parts and no info identifying the resource as a whole, find source for main part if there is one; if none, treat the sources of info for its individual contents as a collective source of information (2.1.2.3)RDA Module - Manifestations/Items

23

Comprehensive Description• Integrating Resource

(e.g. updating website, updating loose-leaf)

• choose a source of information identifying the current iteration of the resource as a whole


24

Analytical Description• Single Part: source of info identifying the

particular part being described

• Multipart: same as for multipart comprehensive description

• Integrating: same as for integrating comprehensive – current iteration


Sources of information (2.2)• basis of description + presentation format• preferred source: source of title proper (not

“chief source”)• more eligible sources for information• in general, whole resource with sources in

priority order• then, any other source

Presentation formats:#1: Pages, leaves, etc., or images of pages …#2: Moving images#3: All other resources


26

#1 Pages, leaves, etc., images of pages, leaves, etc.

Preferred Source:

Title page, title sheet or title card or image thereof

If none of above >>> the first of the following that has a title:

cover

caption

masthead

colophon RDA Module - Manifestations/Items

27

#1 Pages, leaves, etc., images of pages, leaves, etc.

if still none, another source within the resource that has the title presented formally

if still none, a source within the resource that has the title

LCPS: apply alternative to use an eye-readable label for digital resources

Exception: early-printed resources has different priority order of sources


28

#1b Resource issued in more than one part 2.1.2.3


#2: Moving images (2.2.2.3)

Preferred source: (in priority order)

• title frame(s), or title screen(s),

• If none, a permanent label bearing the title affixed to resource proper, or embedded metadata that contains a title,

• If none of above, a source with info formally presented


30

#3: All other resources (2.2.2.4)

Preferred source:

• a permanent label bearing the title affixed to resource proper, (not to acc. material or container)

• or embedded metadata that contains a title

• If none of above, source with info formally presented

More than one preferred source: special instructions at 2.2.5 (not elaborated on here)


31

Other Sources of Information (2.2.4)

If nothing within actual resource as specified above, in order or preference:

a) accompanying material

b) container not issued as part of resource (e.g. made by owner)

c) other published descriptions of the resource

d) any other available source (e.g., a reference source)


CHAPTER 2: IDENTIFYING MANIFESTATIONS AND ITEMS

Part 2: Describing the manifestation using core elements

Begin to catalogue: Brenndorfer’s Step 1

1. Look at the physical book.

Record the things that help people identify the book. Generally transcribe statements as found ...


34

Chapter 2: elements that identify

Sources: any sourceException: other title information from same source as title proper>>> Square brackets if not on resource

Most chapter 2 elements are transcribed Chapter 2 elements that are recorded:

• Numerals in numbering of serials and for series; dates of production, publication, distribution, manufacture; copyright date

• Some alternatives for early printed resources


35

Core elements from Chapter 2

RDA 1.3

CORE elements for section 1• list of core (or mandatory) elements to

include in a bibliographic record• core if = record under certain circumstances

for example, 2.11

Copyright date is a core element IF neither the date of publication nor the date of distribution is identified.


36

1. Identify the Manifestation

identifier for the manifestation core RDA 2.15.1.4title proper core RDA 2.3.2parallel title LC core RDA 2.3.3other title information LC core RDA 2.3.4variant title use as needed RDA 2.3.6statement of responsibility core (1st one) RDA 2.4designation of edition and named revision core

RDA 2.5.2 and 2.5.6place of publication core (1st one) RDA 2.8.2publisher’s name core (1st one) RDA 2.8.4date of publication core RDA 2.8.6copyright date LC core RDA 2.11series core RDA 2.12also distribution (2.9) and manufacture (2.10) statements when needed


Title proper (2.3.2)

Scope = the chief name of a resource (i.e., the title normally used when citing the resource)

Sources: – Preferred source of information: RDA 2.2.2-

2.2.3– If no title within the resource: RDA 2.2.4

MARC 245 $a


Title proper - transcription (2.3.1)

• General guidelines on titles proper: RDA 2.3.1• Principle of representation (RDA 2.3.1.4):

– Don’t correct errors for monographs = no more “[sic]” or “[i.e., ____ ]” – give note to explain

– Do correct errors for serials and integrating resources to have a stable title

• Changes in title proper: RDA 2.3.2.12-2.3.2.13 - same as AACR2


Examples: Error in title proper


Monograph: 245 00 $a Teusday's tasks

246 1# $i Corrected title: $a Tuesday’s tasks

Serial: 245 00 $a Zoology studies 246 1# $i Misspelled title on number 1:

$a Zooology studies

Parallel title proper (2.3.3)

• Sources expanded to any source

• LC Core: generally transcribe all

• MARC 245 $b


Other title information (2.3.4)

• From same source as title proper

• Supply only for cartographic resources and moving image resources

• LC Core: generally transcribe all

• MARC 245 $b


Earlier title proper 2.3.7

• for integrating resource only

a title proper different from that on the current iteration

MARC 247 field

• Not in RDA: earlier title proper of a serial or multipart monograph if description not based on first issue or part– LC will continue policy to give earlier title proper

in MARC 246 field when not recataloguing


Later title proper (2.3.8)

• Multipart monograph: use for a title proper appearing on the

current part that is different from that on the first/earliest part

• Serial: use for a title proper appearing on the

current issue that is a minor title change from that on the first/earliest issue

• MARC 246 field


Key title and Abbreviated title (2.3.9 -2.3.10)

• Key title: core at LC if in conjunction with ISSN assignment

• Abbreviated title: core at LC for an abbreviated key title if in conjunction with ISSN assignment

• MARC 222 and 210 fields


Statement of responsibility relating to title proper (2.4.2)

Scope = a statement associated with the title proper of a resource that relates to the identification and/or function of any persons, families, or corporate bodies responsible for the creation of, or contributing to the realization of, the intellectual or artistic content of the resource


If multiple statements

• if not giving all statements of responsibility, give preference to those identifying creators of intellectual or artistic content (RDA 2.4.2.3)– Only first recorded statement is core


On source: “introduction by ______” “written by _____”

If only transcribing one in 245 $c -- give “written by ____”

Statement of responsibility … title proper 2.4.1

• Sources expanded: RDA 2.4.2.2– Same source as title proper– Another source within the resource– Another source: RDA 2.2.4

• General guidelines: RDA 2.4.1

• Noun phrase is part of statement of responsibility:

research and text by Colin Barham

• MARC 245 $cRDA Module - Manifestations/Items 47

Rule of 3 is gone

• single statement naming more than one person, family, or corporate body– transcribe as found (no longer the AACR2

“rule of 3”)– Optional omission: omit all but the first of each group

give a summary of the omission

• Don’t need to transcribe to justify additional access points and vice versa


Statement of responsibility example


245 $a … / $c by Susan Brown, Melanie Carlson, Stephen Lindell, Kevin Ott, and Janet Wilson.

Or, if option applied:

245 $a … / $c by Susan Brown [and four others]

(no longer “[et al.]”)

Information in statements of responsibility (2.4.1.4)

• Transcribe as found• do not omit:

– titles of nobility, address, honour, etc.– initials of societies, dates of founding,

mottoes, etc.

but, an option to abridge a statement of responsibility if essential information not lost


51

Information in statements of responsibility: example

RDA record:

245 $a ... / $c Dr. Logan Carroll, Harvard

Medical School

AACR2 record:

245 $a ... / $c Logan Carroll

Exercise Break: 1a and 2a


Designation of edition 2.5.2 and … named revision of an edition 2.5.6

Designation of edition = a word, character, or group of words and/or characters, identifying the edition to which a resource belongs

Designation of a named revision … =particular revision of a named edition

• both are CORE

• MARC 250 $a


Designation of edition and named revision of an edition (2.2.4)

• sources for Designation of edition:– same source as title proper– another source within the resource– another source

• sources for Named revision …:– same source as Designation of edition– another source within the resource– another source


Edition

• Transcribe as found: do not abbreviate or convert numerals


250 $a Third revised edition

250 $a 2nd enlarged ed., revised

Music presentation statements• Transcribe as edition statements

– not in MARC 254 fields– in AACR2 records, such information had to

be given in MARC 245 field if a statement of responsibility was present because MARC 254 field lacked subfield $b

Exercise Break #1b and #2b


250 $a Full score.

250 $a Vocal score / $b arrangement by Otto Singer.

Numbering of serials: for first or only sequence (2.6.2-2.6.5)

Core

• Numeric and/or alphabetic designation of first issue or part of sequence – RDA 2.6.2

• Chronological designation of first issue or part of sequence – RDA 2.6.3

• Numeric … of last issue or part of sequence – RDA 2.6.4

• Chronological … of last issue or part of sequence – RDA 2.6.5


Numbering of serials

• Sources:– the source on the first/last issue or part of that

sequence that bears the title proper – another source within the first/last issue or part

of that sequence – one of the other sources of information specified

under 2.2.4

• Can give numbering as formatted field (MARC 362 0#) or as an unformatted note (MARC 362 1#)


Numbering of serials

• General guidelines 2.6.1:– transcribe terms and months as on the

resource– substitute numerals for numbers expressed

as words (1.8.3)– LC will follow alternative: record as found


362 0# $a Volume X, number 1-

362 0# $a January 2010-

Numbering lacking on first issue or part (2.6.2.3 and 2.6.3.3)

• if later issues have numeric and/or alphabetic designation and/or chronological designation, supply this information for the first issue

• indicate that the information was taken from a source outside the resource itself

so can use the convention [Part 1]


Production, Publication, Distribution, Manufacturing

Production statement - RDA 2.7

CORE FOR unpublished resources

Publication statement - RDA 2.8

CORE IF AVAILABLE

Distribution statement - RDA 2.9

CORE IF no Publication Statement

Manufacture statement - RDA 2.10

CORE if no Pub or Dist Statement

Copyright date - RDA 2.11

CORE IF no Publication or Distribution Date


61


New MARC 264- repeatable R

264 field 1st indicator

blank=NA/No info/Earliest

2=Intervening

3=Current/latest\



New MARC 264

264 field 2nd indicator

0=production

1=publication

2=distribution

3=manufacture

4=copyright notice dateRDA Module - Manifestations/Items 62

Date of production (2.7.6)

• For a resource in unpublished form

– resources on the Web considered publishedfor example:• archival resources:

specific datespan of time

See “Date of publication” slide for changes about supplied dates


Place of publication (2.8.2)

• if more than one, only the first recorded is required

• no “home country” provision

• LC encourages to supply a probable place whenever possible for benefit of users and cataloguers

• optional addition: supply the name of the larger jurisdiction


Supplying place

• Known local place: [Toronto]

• Probable local place: [Munich?] [Göteborg?,

Sweden]

• Known country, state, etc.: [Canada]

• Probable country, state, etc.: [Spain?]


Place of publication (2.8.6)

• If no probable place, give

[Place of publication not identified]

not [S.l.]• Do not correct fictitious or incorrect

information; make a note to explain

• MARC 264 $a


Examples: place of publication


264 #1 $a [Place of publication not identified]

264 #1 $a Minneapolis500 ## $a Actually published in St. Paul

264 #1 $a LondonOn resource: London -- Toronto -- Boston

Publisher’s name (2.8.4)

• if more than one, only the first recorded is required

• do not shorten the form of name but can omit corporate hierarchy

• if no publisher identified, give

[publisher not identified]

not [s.n.]

• MARC 264 $b


Examples: publisher’s name


264 $b J.J. Wilson Publishing Companynot: 264 $b Wilson Pub. Co.

264 $b Humanities Association, Renaissance Literature Section

on source: Humanities Association, Literature Division,Renaissance Literature Section

264 $b [publisher not identified]

264 #1 $a Toronto : $b Pilkington Pub. Coon source: Toronto -- Pilkington Pub. Co.

Houston -- Davidson Publishers

Publication information on resource changes

• Place of publication or publisher may change in a later issue, part, or iteration

• LC will also give current place and publisher

264

1st indicator

# - Not applicable/No information provided/Earliest2 - Intervening3 - Current/latest


Date of publication (2.8.6)

• If no publication date on resource, supply a probable date whenever possible

• If no probable date (very rare) for single-part monographs, give

[date of publication not identified]

• MARC 264 $c


Supplying dates: 5 categories (1.9)

1) actual year known [2010]

2) either one of two consecutive years [2009 or 2010]

3) probable year [2010?]


Supplying dates – 5 categories (1.9)

4) probable range of years

[between 2008 and 2010?]

5) earliest and/or latest possible date known (“not before,” “not after,” or “between ___ and ___”)

[not before January 15, 2010]


Note: No longer using “ca.” (approximately) with year

Publication Dates for multipart monographs, serials, and integrating

resources (2.8.6.5)

• give beginning and ending dates of publication if have first/last issue, part, or iteration


264 $c 2001-2009.

Publication Dates for Multipart monographs, serials, and integrating

resources (2.8.6.5)

• If the first and/or last issue, part, or iteration is not available, supply an approximate date or dates of publication

• If date or dates cannot be approximated, don’t record date(s) of publication – do not give [date of publication not identified]


264 $c 1998-[2010?]

Importance of supplying place and date of publication

LCPS: supply place and date whenever possible • Not supply = distribution information is used as a

substitute if present• if distribution information not present, then

manufacture information is used as a substitute if present

• instead, use distribution or manufacture information to help supply place and date of publication


More on supplying publication information

• If only using one 264 it is usually more helpful to user to supply a probable place and a date of publication

• If giving any distribution or manufacture information, give as complete a statement as possible

• If using multiple 264s, information is clearer but lengthier to record


Distribution information used instead (2.9.2)


264 #1 $a [Place of publication not identified]: $b ABC Publishers 264 #2 $a Seattle : $b distributed by Iverson Company, $c 2009.

On source: ABC Publishers, 2009Distributed by Iverson Company, Seattle

Simpler to supply a place of publication:

264 #1 $a [Seattle?] : $b ABC Publishers, $c 2009.

Date of Publication: Distribution information instead? 2.9.6


264 #1 $a Omaha, Nebraska : $b Means Pub. Co., $c [date of publication not

identified]264 #2 $c 2009.

On title page: Means Pub. Co., Omaha, NebraskaOn title page verso: 2009 distribution

Simpler to supply a date of publication:

264 #1 $a Omaha, Nebraska : $b Means Pub. Co, $c [2009?]

No Probable Publisher: Record Distributor 2.9.4


• do not supply a “probable” publisher• sometimes must give distribution information

On jewel box: Published in 2010 in Providence; distributed in Boston and Ottawa by KL, Inc.

264 #1 $a Providence : $b [publisher not identified] 264 #2 $a Boston : $b KL, Inc. [distributor], $c 2010.

No Probable Publisher or Distributor: Record Manufacturer (2.10.4)


264 #1 $a [Place of publication not identified] : $b [publisher not identified], $c [1912?]

264 #3 $a Moncton, N.B. : $b Imprimerie de l’Évangéline, $c 1912.

500 ## $a Le 20 août, 1912.Source: Introduction: Le 20 août, 1912. Title page verso: Moncton, N. B. , Imprimérie de

l’Évangéline

*Cannot supply a probable publisher or place of publication, no distribution information.

Copyright date 2.11

• Core if element: if neither the date of publication nor the date of distribution is identified

• LC Policy: always give copyright date but record it in a separate 264 field

• precede by copyright symbol (©) or phonogram symbol ()

Example: 264 #1 $a Toronto : $b Schott, $c [2011]

264 #4 $c ©2011.


Examples: Copyright date


264 #1 $a Montréal,Québec : $b XYZ Éditeur, $c [2010]264 #4 $c ©2010.

On source: Copyright 2010

264 #1 $a Chicago : $b ELC Publishers, $c [date of publication not identified]

264 #4 $c 2010.On disc label: ELC Publishers, Chicago, 2010

Exercise Break 1c and 2c

Title proper of Series and … of Subseries (2.12.2 & 2.12.10)

Title proper of series = the chief name of a series (i.e., the title normally used when citing the series)

Title proper of subseries = chief name of a subseries ...

• both CORE

• MARC 490 $a


Title proper of series (2.12.2) and … of subseries (2.12.10)

• sources for both elements:– the series title page– another source within the resource itself

(see RDA 2.2.2)– one of the other sources of information

specified under 2.2.4• Basic instructions on recording titles in

RDA 2.3.1 apply to these titles, including “take what you see” and the agency’s policy on capitalization


ISSN of series (2.12.8) and subseries (2.12.16)

• LC Core • MARC 490 $x now repeatable

• 490 $a Title of main series, $x ISSN of

main series. $a Title of subseries,

$x ISSN of subseries


Numbering within series and … subseries (2.12.9 & 2.12.17)

• Numbering within series = a designation of the sequencing of a part or parts within a series

• Numbering within subseries = ... within a subseries

• CORE

• MARC 490 $v


Series + subseries numbering

• any source within the resource• guidelines = generally the same as those for

Numbering of serials: transcribe as found, retain Roman numerals, convert numerals expressed as words to the numerals


490 $a … $v volume 32

490 $a … $v CB 240

490 $a … $v Band LXXXVIII

Mode of issuance (2.13)

Scope = whether a resource is issued in one or more parts, the way it is updated, and its intended termination

• MARC Leader Bibl. Level (templates)– “m” for both “single unit” and “multipart

monograph”– “s” for “serial”– “i” for “integrating resource”

not a core element but determines basis of description


Frequency (2.14)• LC Core• Scope = intervals at which the issues or parts of a

serial or the updates to an integrating resource are issued

• use terms in list (2.14.1.3)– if appropriate term not in list or the frequency is

irregular, use note on manifestation or item (2.20.12)

– for former frequency, use note (2.20.12)

• MARC 310/321 for current/former frequency


Identifier for the manifestation (2.15)

Scope = a character string associated with a manifestation that serves to differentiate that manifestation from other manifestations

• CORE• If there is more than one identifier for the

manifestation, prefer an internationally recognized identifier, if applicable.


Identifier for the manifestation (2.15)

• Categories of identifiers:– ISBN, ISSN, and others registered based on

internationally recognized schemes– those assigned by publishers, distributors,

government agencies, clearing houses, etc., based on internal schemes

– “fingerprints” (i.e., identifiers constructed by combining groups of characters from specified pages of a printed resource)

– music publisher numbers and plate numbers– not URLS (RDA 4.6)


Examples: identifier for the manifestation


020 ## $a 9789070002343

022 ## $a 0046-225X

024 2# $a M705015058

086 0# $a I 19.16:818

028 22 $a H.32.610 $b A. Leduc

Note on issue, part used as basis for identification ... (2.20.13)

• LC Core

• Source: any source

• Multipart monographs and serials: if not based on first issue or part

• Integrating resources: latest iteration consulted

• Online resource: date resource viewed

• MARC 588 field


Note on title (2.20.2)

• Source: any source

• Several categories of notes possible but core for LC = source of title, if applicable

(RDA 2.20.2.3)

• MARC 500 field; include in 588 if present


Changes over time

• Changes over time in multipart monographs and serials not requiring a new description:

– LC: cataloguer judgment to give specific information or a general note

• Changes over time in integrating resources: redo the description

– LC: cataloguer’s judgement to give specific information or a general note


97

CHAPTER 3 & 6: RECORDING CONTENT, MEDIA AND CARRIER TYPES AND EXTENT

User tasks: Select and Identify


Replacement for GMD

• 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

• LC: in templates; macros for copy records• extensible, flexible, careful categorization• not necessarily for display as recorded


Media type 3.2

Scope = a categorization reflecting the general type of intermediation device

required to view, play, run, etc., the content of a resource

• broad categories• correlation with carrier types (RDA 3.3)

Examples:

audio, computer, microform, unmediated, and video


Carrier type 3.3

Scope = a categorization reflecting the format of the storage medium and housing of a carrier in combination with the type of intermediation device required to view, play, run, etc., the content of a resource

• Don’t confuse with term used in Extent (MARC 300 $a)

Examples: audio disc, computer disc, microfiche, volume, videodisc


Content type 6.9

Scope = fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived

For images, also whether in two or three dimensions and the presence or absence of movement

Examples:performed music, still image, text


Controlled vocabularies

• Closed vocabulary lists

• vocabulary available: RDA, open metadata registry and at: http://www.loc.gov/marc/RDAinMARC29-9-12-11.html

• if more than one term appropriate, two choices:

– give all

– pick the term representing the predominant or most substantial content, media, carrier

• if no term appropriate, give “other” and notify LC via a message to [email protected] Module - Manifestations/Items 102

http://www.loc.gov/marc/RDAinMARC29-9-12-11.html



MARC encoding

• in each field (336-338):– $a: term or

– $b: code for term

LC will accept if in record but will add $a

– $2: source of term= “rdacontent” or “rdamedia” or “rdacarrier” as appropriate

– $3: materials specified - give if appropriate

Libraries may use as search limits, display as icons rather than as terms in fields or apply programs to generate terms that are appropriate for their users.


More than one carrier type

LC: resources with more than one carrier type:

>>> pick one as predominant; treat others as accompanying material:

• MARC 300 $e, or

• repeated MARC 300 field, or

• MARC 500 note


One 336-338 example for now


Book:336 $a text $2 rdacontent337 $a unmediated $2 rdamedia338 $a volume $2 rdacarrier

[Other examples after slides on Extent]

Brenndorfer’s Step 2

2. Look at the physical book again.

Record the physical characteristics that would help people in selecting this particular book.


107

Chapter 3: Describe the carrier (to select)

• media type LC CORE RDA 3.2• carrier type CORE RDA 3.3• extent of text CORE (if complete …) RDA 3.4• dimensions RDA 3.5

examples of other elements describing the carrier: production method RDA 3.9 layout RDA 3.11book format RDA 3.12font size RDA 3.13


Extent 3.4

• Scope = “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)

• MARC 300 $a


Recording extent• Extent is Core and recorded if the resource is

complete or if the total extent is known

• Give number of units and appropriate term (RDA 3.4.1.3):– Sometimes a term from RDA 3.3.1.3 (carrier type list)

– 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 special sections (e.g., text, still images, notated music, cartographic resources)


Some changes in recording extent

• No abbreviations for terms (e.g., “pages,” “volumes”)

• Use “approximately” (not “ca.”) and “that is” (not “i.e.”)

• Use “unnumbered” rather than square brackets enclosing the numeral


111

Extent of text

• misleading numbering

48, that is, 96 pages RDA 3.4.5.5

• incomplete volume

xiv, 179 pages (incomplete) RDA 3.4.5.6

• complicated paging RDA 3.4.5.8

368 pages in various pagings

54 pages, 78 pages, 96 unnumbered pages

1 volume (various pagings) LC practiceRDA Module - Manifestations/Items

Recording extent

Some changes in vocabulary from AACR2for example:

– RDA: use “condensed score” and “study score”

NOT “close score” and “miniature score”

– RDA: use “computer disc” for both “computer disk” and “computer optical disc”

– RDA: use “sheet,” NOT “broadside”

• Check terms in vocabulary lists


MARC 300 $a, 336-338 examples


Book:300 $a 123 pages, 28 unnumbered pages336 $a text $2 rdacontent337 $a unmediated $2 rdamedia338 $a volume $2 rdacarrier

Music CD:300 $a 1 audio disc {or: 1 CD}336 $a performed music $2 rdacontent337 $a audio $2 rdamedia338 $a audio disc $2 rdacarrier



Score:300 $a 1 vocal score (xii, 300 pages)336 $a notated music $2 rdacontent337 $a unmediated $2 rdamedia338 $a volume $2 rdacarrier

Map:300 $a 1 map336 $a cartographic image $2 rdacontent337 $a unmediated $2 rdamedia338 $a sheet $2 rdacarrier



DVD:300 $a 1 DVD {or: 1 video disc}336 $a two-dimensional moving image $2 rdacontent337 $a video $2 rdamedia338 $a video disc $2 rdacarrier

Online PDF:300 $a 1 online resource (39 pages)336 $a text $2 rdacontent337 $a computer $2 rdamedia338 $a online resource $2 rdacarrier



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

LC will not repeat subfield $a in one field:336 $a text $a cartographic image $a still image $2 rdacontent

336-338 “accompanying”


Example: book with CD (lecture)

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

Possible to record accompanying resource as 2 300s or in a note.

118

336-338 subfield b (coded)


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

• Exercise Break: 1d, 1e and 1f and 2d, 2e and 2f

Other Core Elements


Source of information for these elements isany source unless different instruction is given.

Dimensions 3.5

Scope = measurements of the carrier or carriers and/or the container of a resource

• centimetres/millimetres

cm and mm = symbols, not abbreviations

use ISBD full stop after symbol if 490

• LC CORE but not used for serials and online resources

LCPS: inches for discs and all audio carriers

(0.11.5 – allowance to adopt other units)RDA Module - Manifestations/Items 120

Cartographic resources: layout (3.11.2)

RDA: distinct element

Scope = arrangement of a cartographic image or images in a resource consisting of one or more sheets

Terminology: “both sides” and “back to back”

LC CORE MARC 300 $b


Duration (7.22)

Scope = playing time, running time, etc., of the content of a resource

Also, performance time for a resource containing notated music

or notated movement (7.22.1.4)

LC CORE

MARC 300 $a: use abbreviations per RDA appendix B


Dissertation or thesis information (7.9)

Scope = information relating to a work presented as part of the formal requirements for an academic degree

> academic degree> faculty/institution> date

LC CORE 502 field (new subfields in 2008)• LCPS: if some information lacking, use 500


124

502 Subfields (2008)

$a - Dissertation note (NR)

$b - Degree type (NR)

$c - Name of granting institution (NR)

$d - Year degree granted (NR)

$g - Miscellaneous information (R)

$o - Dissertation identifier (R)

Example:

502## $b M.A. $c McGill University $d 1972 $g Inaugural thesis.

or

502## $aThesis (M.A.)--University College, London, 1969.


125

500 versus 502 field

But “Other notes indicating the relationship between the item being cataloged and the author's dissertation or thesis, such as statements indicating that the work represents or is based on the author's thesis ... are recorded in field 500 (General Note). Notes concerning abstracts, abridgements, or revisions of theses are also recorded in field 500.”

Example

500## $a Originally presented as the author's thesis (doctoral)--Sorbonne, Paris, 1969.

[Not the original thesis]


Supplementary content (7.16)

Scope = content (e.g., an index, a bibliography, an appendix) designed to supplement the primary content of a resource

LC CORE IF: core for indexes and bibliographies in a monograph (see LCPS)

MARC 504 field


Language of the content (7.12)

Scope = language used to express the content of a resource

Not programming language

Not subfield $l in authorized access point

LC CORE MARC 041 and 546 fields

Examples:546 ## $a Articles chiefly in French; one article each in English and Italian.

041 ## $a eng $b fre $b ger $b rus

546 ## $a Text in English with summaries in French, German, and Russian.

No “Polyglot”


Script (7.13.2)

Scope = set of characters and/or symbols used to express the written language content of a resource

LC CORE IF: • apply if script is not the primary script of the language• General LC practice: use the English language names

of scripts found at: http://www.unicode.org/iso15924/iso15924-en.html Generally do not include the parenthetical information found in the list when recording the script name.


http://www.unicode.org/iso15924/iso15924-en.html

http://www.unicode.org/iso15924/iso15924-en.html

Script (7.13.2)

LC practice

If a resource is in a language that is commonly written in more than one script, name both the language and the script.

Examples:

546 ## $a Serbian; $b Latin.

546 ## $a Serbian; $b Cyrillic.


LC Core If elements(7.7 and 7.10)

RDA 7.7: Intended audience

LC CORE IF: resources intended for children

MARC 008/22 as applicable; MARC 521 field

RDA 7.10: Summarization of content

LC CORE IF: only for children’s fiction

MARC 520

RDA 7.15: Illustrative content

LC CORE IF: resources intended for children


Cataloguer judgment whether used

Examples of other commonly used elements

Variant titles -- RDA 2.3.6

Colour content -- RDA 7.17 (U.S, use spelling “color” per LCPS, Canada, colour)

Performers ... -- RDA 7.23 and 7.24

Epoch and equinox -- RDA 7.5 and 7.6

Sound content for moving image resources -- RDA 7.18


CHAPTER 4: PROVIDING ACQUISITION AND ACCESS INFORMATION

Brenndorfer’s Step 3

• 3. Consider the book in terms of acquisition and access.

Record the things that affect people in obtaining the book.


134

Chapter 4: Acquisitions and access (to obtain)

• terms of availability (020 $c) RDA 4.2

• contact information (270) RDA 4.3

• restrictions on access (506) RDA 4.4

• restrictions on use (540) RDA 4.5

• uniform resource locator (856) RDA 4.6


135

Contact Information (4.3)• RDA 4.3 (not core or core if or LC Core)

• Scope: “information relating to an organization, etc., from which a resource may be obtained.”

• Typically includes name, address of the publisher, distributor, etc. of a resource

• For published resources: if considered n.b. for acquisition or access

• For archival resources and collections: record name and location of holding repository, include other contact information if considered n.b. for access

• MARC 270 field


Uniform Resource Locator (4.6 -- LC Core)

• Scope = address of the remote access resource being

cataloged

• LC: record all; more details in LCPS 4.6.1.4

• MARC 856 field


Other Characteristics for Special Formats


Mainly from Chapters 3 and 7Quick Summary

138

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 RDA Module - Manifestations/Items

139

344 Sound characteristics

Subfield Codes

$a - Type of recording (R)$b - Recording medium (R)$c - Playing speed (R)$d - Groove characteristic (R)$e - Track configuration (R)$f - Tape configuration (R)$g - Configuration of playback channels (R)$h - Special playback characteristics (R)


140


Moving image resources

– Presentation format (film) 3.17.2

– Projection speed (film) 3.17.3

– Video format (videorecording) 3.18.2

– Broadcast standard (videorecording) 3.18.3

– Regional encoding (videorecording) 3.19.6


141

345 Projection Characteristics of Moving Image


Subfield Codes

$a - Presentation format (R)

$b - Projection speed (R)

142

346 Video Characteristics

Subfield Codes

$a - Video format (R)

$b - Broadcast standard (R)


143


Cartographic resources

– Layout 3.11 LC CORE

– Digital file characteristics 3.19 LC CORE

– Longitude and latitude 7.4.2 LC CORE

– Horizontal scale 7.25.3 CORE

– Vertical scale 7.25.4 CORE

– Additional scale information 7.25.5 LC CORE

– Projection of cartographic content 7.26 LC CORE


144


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


145

347 Digital File Characteristics

Subfield Codes$a - File type (R)

$b - Encoding format (R)

$c - File size (R)

$d - Resolution (R)

$e - Regional encoding (R)

$f - Transmission speed (R)


146


Music resources

– Form of musical notation (scores) 7.13.3

LC CORE

– Format of notated music (scores) 7.20

LC CORE

– Medium of performance of musical content 7.2

LC CORE

Final Exercise Break: Exercise 3 time permitting, if not do this after the workshop –more on 336-338 fields


147

References

• Bibliographic Framework Transition http://www.loc.gov/marc/transition/

• LC RDA Training Site (includes all documents used in this presentation and LC Training Handouts, see also acknowledgements on this presentation and on the handouts)



http://www.loc.gov/marc/transition/

http://www.loc.gov/marc/transition/




148

References

• RDA Toolkit and print edition:

http://access.rdatoolkit.org/• LC RDA Website (including all training modules

specified on the acknowledgement slide

http://www.loc.gov/aba/rda/index.html• RDA in MARC

http://www.loc.gov/marc/RDAinMARC29-9-12-11.html• RDA presentations by Chris Oliver, Thomas

Brenndorfer and Paige Andrew as acknowledged on applicable slides


http://access.rdatoolkit.org/

http://access.rdatoolkit.org/

http://www.loc.gov/aba/rda/index.html



149

Other RDA Training Resources

• “Selected Readings and Resources” in Chris Oliver’s Introducing RDA: a guide to the basics. Chicago : ALA Editions, 2010.

• Webliography: Resources for and about the US RDA Test; communication available at http://www.mdlib.org/conference/docs/handouts/rda/webliography.pdf

• NCSU RDA Test Website at https://staff.lib.ncsu.edu/confluence/display/MNC/RDA+Test


http://www.mdlib.org/conference/docs/handouts/rda/webliography.pdf



https://staff.lib.ncsu.edu/confluence/display/MNC/RDA+Test

https://staff.lib.ncsu.edu/confluence/display/MNC/RDA+Test

Based on the LC RDA Training Module 2 (Parts 1 and 2) : Recording Attributes of Manifestations and Items & updates Modified by: Mary Curran, University.

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