Post on 20-Jun-2020
transcript
CATALOGING
WITH RDA Getting Started & Print Monographs
March 2013
Brian Dobreski
Syracuse University
bjdobres@syr.edu
Agenda
• FRBR Review
• Setup of RDA
• Using the RDA Toolkit
• General Guidelines
• Cataloging a Print Monograph in RDA
• RDA in OCLC
• RDA in Your System
FRBR
• Group 1 Entities
• Work – an intellectual or artistic creation (conceptual)
• Expression – form that a Work can take (conceptual)
• Manifestation – a particular publication run (physical)
• Item – you can prop a door with it (physical)
Work – Cataloging and Classification by Lois Mai Chan
Expression – written text, in English
Manifestation – 2007 publication by Scarecrow Press
Item – Copy with my name inside front cover
FRBR
• Group 2 Entities
• Person
• Corporate Body
• Family
• Group 3 Entities
• Concept
• Object
• Event
• Place
• Relationships
• User Tasks
FRBR and RDA
• FRBR proposes an Entity/Relationship model for
information resource data, lists attributes for each
Entity
• RDA realizes this model
• Defines explicitly the attributes for each Entity
• Instructs on how to determine and record these
attributes
• Defines relationships among Entities
• Instructs on how to represent and record these
relationships
FRBR, RDA, and Bibliographic Records
• FRBR’s system would have us believe there are 4 types
of bibliographic records (WEMI)
• RDA describes Entities, elements and relationships
without explicitly stating what “record” to put this
information into
• In the current implementation of RDA, using MARC as
main encoding means, information is split up among 3
current types of record
• Work Authority records
• Expression Authority and bibliographic records
• Manifestation Bibliographic records
• Item Bibliographic and item/holdings records
RDA Structure
• Section 1: Ch. 1-4: Manifestations and Items
• Section 2: Ch. 5-7: Works and Expressions
• Section 3: Ch. 8-11: Persons, Corporate Bodies and Families
• Section 4: Ch. 12-16: Concepts, Objects, Events, and Places
• Section 5: Ch. 17: Recording Primary Relationships
• Section 6: Ch. 18-22: Relationships to Persons, Corporate
Bodies and Families
• Section 7: Ch. 23: Relationships to Concepts, Objects,
Events, and Places
• Section 8: Ch. 24-29: Relationships among WEMI
• Section 9: Ch. 29 -32: Relationships among PCF
• Section 10: Ch. 33-37: Relationships among COEP
RDA Structure
• Appendix A: Capitalization
• Appendix B: Abbreviation
• Appendix C: Initial Articles
• Appendix D: Record Syntax, Punctuation
• Appendix I: Relationship Designators (Group 1 to Group 2)
• Appendix J: Relationship Designators (Group 1 to Group 1)
• Appendix K: Relationship Designators (Group 2 to Group 2)
LC-PCC PS
• Library of Congress-Program for Cooperative Cataloging
Policy Statements
• These are the LCRI of RDA
• The text of RDA is (frequently) qualified by these
• Appear as green boxes you can click on
• Often provide guidance on options and alternatives
RDA Toolkit
RDA Toolkit – A Quick Tour
• Logging In
• The text of RDA
• LC-PCC PS
• Mappings
• Workflows
• Learning More About RDA Toolkit
0.6 Core Elements
• AACR2’s levels of description are done away with in favor
of the “Core” concept
• RDA gives variety of Elements for each Entity, but only some are
considered Core, and must be recorded
• Some are Core If, and are only Core when certain conditions met
• These are elements thought to most strongly support FRBR user
tasks
• See RDA 0.6 for list of Core Elements
• Be warned that many groups have their own definitions of Core
(LC, PCC, individual institutions)
• LC-PCC PS are pretty clear
Chapter 1 Overview: General Guidelines
• Chapter 1 provides general guidelines for identifying and
recording attributes of Manifestations and Items (most of
what is in a traditional “bibliographic” record)
• You’ll get a feel for RDA’s style as we go along, but some
important passages to note:
• 1.3 Core Elements for Manifestations and Items
• 1.6 Changes Requiring a New Description
• 1.7 Transcription
• 1.9 Guidelines on Date Information
New MARC Fields for RDA
• MARC has been updated with new or modified fields to
support RDA elements, for both bibliographic and
authority formats
• Not all MARC documentation has caught up, including
OCLC’s Bibliographic Formats and Standards
• Check out LC’s RDA in MARC page for a full list
• http://www.loc.gov/marc/RDAinMARC.html
RDA Print Monograph Walkthrough
2.2 Sources of Information
• 2.2 lists allowable sources of information for all formats
• For books, see:
• 2.2.2.2: preferred source is title page
• 2.2.4: rest of the book is an allowable source
• After that, take information from accompanying material, container
(box), other published descriptions, other sources
• If information taken from anywhere in the book, you do not need to
use square brackets! You may need to make a note though.
• In addition, each individual element usually tells you where you are
allowed to take it from
2.3 Title
• 2.3.2 Title proper – MARC 245 $a
• Take from preferred source; you need a note if title taken from
anywhere else
Cataloging and classification
• 2.3.2.9 Resources lacking a collective title
• 2.3.3 Parallel titles – MARC 245 $b
• The title proper in another language or script
• 2.3.4 Other title information – MARC 245 $b
• Subtitles
an introduction
2.3 Title
• 2.3.6 Variant title – MARC 246
• Recording variations in your title (spine, cover)
• AACR2 put these under Notes area, but RDA includes with other
title instructions
• See the LC-PCC PS here for helpful suggestions on what to record
2.4 Statement of Responsibility
• 2.4 Statement of responsibility – MARC 245 $c
• RDA provides some options here
• LC does not want you to abridge or exclude anything though, so
take everything you see (honorary terms, place of employment,
more than 3 authors… transcribe it all now)
Lois Mai Chan
with the assistance of Theodora L. Hodges
2.5 Edition
• 2.5 Edition statement – MARC 250
• Record exactly what you see now
Third edition
• 2.5.4 Statement of responsibility for edition
2.8 Publication
• 2.8.2 Place of publication – MARC 264 $a
• Only need to record first place (may choose to record others)
• Give exactly as printed on item
• May supply all or part of place name in square brackets
Lanham, Maryland
2.8 Publication
• 2.8.4 Publisher’s name – MARC 264 $b
• Only need to record first publisher name
• Record what you see on item, including phrasing giving function
The Scarecrow Press, Inc.
2.8 Publication
• 2.8.6 Date of publication – MARC 264 $c
• Record date of publication
• LC strongly advises you to guess (use square brackets)
2007
2.8 Publication
• If any parts of the publication statement are not known,
use one of the following (instead of AACR2’s Latin
abbreviations)
• [place of publication not identified]
• [publisher not identified]
• [date of publication not identified] – should rarely ever use this one
2.9 Distribution
• 2.9 Distribution statement – MARC 264 (2nd Ind. 2)
• If publisher’s place, name, and/or date is missing, provide the
corresponding piece of information concerning the distributor
• LC advises giving a full distribution statement if any part of the
publication statement is missing
2.10 Manufacture
• 2.10 Manufacture statement – MARC 264 (2nd Ind. 3)
• If publisher’s and distributor’s place or name is missing, provide the
corresponding piece of information concerning the manufacturer
• Only required to record manufacture date if no publication,
distribution, or copyright date available, and publication date cannot
be guessed (this is rare)
• LC advises giving a full manufacture statement if any part of the
publication and distribution statements is missing
2.11 Copyright Date
• 2.11 Copyright date – MARC 264 (2nd Ind. 4)
• Record if neither date of publication or distribution is identified
• Use © or “copyright” to precede the date
• Could choose to include regardless
2.13 Mode of Issuance
• Core Element for LC/PCC – LDR BLvl
• Book can be either “single unit” or “multipart monograph”
• The MARC Leader will satisfy this later, but for now:
single unit
2.12 Series Statement
• 2.12 Series statement – MARC 490
• Very much the same as in AACR2
• 2.12.9: Record the numbering as it appears on the item
• However, LC seems to use the abbreviation given in Appendix B.7
2.15 Identifier
• 2.15 Identifier (Manifestation level) – MARC 02X
• Finally all the standard numbers and publisher’s numbers are
together under one rule
• Includes ISBN, ISSN, UPC, EAN, publisher’s numbers, plate
numbers, etc.
• 2.15.1.7: if more than one identifier of the same type, include a
qualification
ISBN 978-0-8108-5944-9 (alk. paper)
ISBN 978-0-8108-6000-1 (pbk. : alk. paper)
2.20 Notes
• 2.20.2 Note on title – MARC 500
• Give source of title if needed
• 2.20.3 Note on statement of responsibility – MARC 500
• Supplements or corrects what is in statement of responsibility
• Can come from any source
• The rest are other notes on the areas we recorded under
Chapter 2
3.2 Media Type
• 3.2 Media type – MARC 337
• One of the new elements designed to replace GMD
• A term chosen from this list represents what (if any) type of
equipment needed to use the resource
unmediated
3.3 Carrier Type
• 3.3 Carrier type – MARC 338
• One of the new elements designed to replace GMD
• A term chosen from this list represents the format of storage or
housing for the resource
volume
3.4 Extent
• 3.4.5 Extent of text – MARC 300 $a
• Very similar to AACR2, but do not abbreviate terms here!
• Plates still included here
xix, 580 pages
3.5 Dimensions
• 3.5.1.4.14 Dimensions of a volume – MARC 300 $c
• Very similar to AACR2
• If height is less than 10 cm, record the height in mm
23 cm
4.2 Terms of Availability
• 4.2 Terms of availability – MARC 020/024 $c
• The price or conditions under which a publisher will provide the
resource
• LC tells us not to record unless for rental materials
• If recorded, it will be very similar to AACR2’s equivalent information
4.3 Contact Information
• 4.3 Contact information – MARC 037, 856
• Physical or electronic address for a publisher or provider of the
resource
• PCC seems to prefer recording websites here
www.scarecrowpress.com
4.6 URL
• 4.6 Uniform resource locator – MARC 856
• Records a URL that leads to the resource you are cataloging
• Doesn’t apply to our example, but important for eBooks
6.9 Content Type
• 6.9 Content type – MARC 336
• One of the new elements designed to replace GMD
• A term chosen from this list represents the fundamental form of
communication employed by the resource (think Expression level)
text
7.15 Illustrations
• 7.15 Illustrative content – MARC 300 $b, 008
• States the presence of illustrations
• LC uses only “illustrations” but other terms (not abbreviated now)
are listed in 7.15.1.3
• If you need to use term or words not in list, this will go in a note
illustrations
7.17 Color Content
• 7.17 Color content – MARC 300 $b
• For books, 7.17.1 instructs how to qualify illustrative content with
color information
• LC wants you to use the American spelling “color”
7.7 Intended Audience
• 7.7 Intended audience – MARC 521
• LC requires for juvenile materials
7.10 Summarization of Content
• 7.10 Summarization of content – MARC 520
• LC requires for juvenile fiction
• Probably recommended for all fiction
7.12 Language of Content
• 7.12 Language of content – MARC 041, 546
• Just like in AACR2, explicitly noted only if needed for clarification or
identification
In English
7.16 Supplementary Material
• 7.16 Supplementary content – MARC 500, 504
• Index and bibliography notes
• May combine as per LC-PCC PS 7.16.1.3
Includes bibliographical references (pages 553-
565) and index
25.1 Related Works – Contents Note
• 25.1 Related works (Contents note) – MARC 505
• Contents notes are considered a type of relationship, and are
actually covered here
• Look for “Structured Description of the Related Work”
Creating Access Points
• Group 2 Access Points
• Persons
• Families
• Corporate Bodies
• Group 1 Access Points
• Works
• Expressions
• Manifestations
• Items
• Authorized Access Point
Group 2 Access Points
• 19.2 Creator (Work) – MARC 1XX/7XX
• Covers the provision of “Creator” access points, when to consider a
Person, Family, or Corporate Body as creator
• 19.2.1.1.1 Corporate Bodies as Creators
• The structuring of the “preferred” forms of names is given in
Chapters 9-11
• For now:
Chan, Lois Mai
Hodges, Theodora, 1922-
Group 2 Access Points
• 19.3 Contributor (Work) – MARC 7XX
• Covers the provision of additional access points for Persons,
Families, or Corporate Bodies who are not creators, but contributed
in some way
• 20.2 Contributor (Expression) – MARC 7XX
• I’m not exactly sure what “with the assistance of” means, but if I
thought Hodges was an editor, she would be covered by rules here
Group 2 Relationships
• 18.5 Relationship designator – MARC 1XX/7XX/8XX $e
• Instructs us to include a relationship designator from the list in
Appendix I with the Group 2 Access Points
• If no designator fits, use the generic “creator” or “contributor” term
Chan, Lois Mai, author
Hodges, Theodora, 1922-, author
Group 1 Access Points
• 6.2 Title of the work
• Covers how to create the “preferred” title Access Point at the Work
level
• This becomes more relevant when working with resources that
require Uniform Titles
• For this example, just consider 2.3.2 to stand as our preferred title
• 25.1 Related works
• Covers creating access points for related Works (part of, sequel to,
adaptation of)
• Look for “Authorized Access Point Representing the Related Work”
• Provision of an access point for series is optional, according to LC
PCC PS
Group 1 Relationships
• 24.5 Relationship designator
• Instructs us to qualify a Group 1 Access Point with a designator
from the list in Appendix J
• “In series” could be placed before the optional Authorized Access
Point for series title (think MARC 830 field)
• In series: Penguin classics
Preferred/Authorized Access Point
• The concept of “Main Entry” is now called the Authorized
or Preferred Access Point for the Work level, and is
covered by 6.27
• 6.27.1.2: If the work of 1 creator, Authorized Access Point is
preferred name for creator + preferred title for work
• 6.27.1.3: If the work of more than 1 creator, Authorized Access
Point is preferred name for principal or first creator + preferred title
for work
Chan, Lois Mai. Cataloging and classification
• 6.27.1.4: If the work is a compilation, Authorized Access Point is the
preferred title for the work
Finished Example
RDA Instruction RDA Element Data
DESCRIPTION
2.3.2 Title proper Cataloging and classification
2.3.4 Other title information an introduction
2.4 Statement of responsibility relating to title proper Lois Mai Chan
2.4 Statement of responsibility relating to title proper with the assistance of Theodora L. Hodges
2.5 Designation of edition Third edition
2.8.2 Place of publication Lanham, Maryland
2.8.4 Publisher's name The Scarecrow Press, Inc.
2.8.6 Date of publication 2007
2.13 Mode of issuance single unit
2.15 Identifier for the manifestation ISBN 978-0-8108-5944-9 (alk. paper)
2.15 Identifier for the manifestation ISBN 978-0-8108-6000-1 (pbk. : alk. paper)
3.2 Media type unmediated
3.3 Carrier type volume
3.4 Extent of text xix, 580 pages
3.5 Dimensions 23 cm
4.3 Contact information www.scarecrowpress.com
6.9 Content type text
7.12 Language of the content In English
7.15 Illustrative content illustrations
7.16 Supplementary content Includes bibliographical references (p. 553-565) and index
Finished Example
GROUP 2 ACCESS POINTS
19.2 Creator Chan, Lois Mai
18.5 Relationship designator author
19.2 Creator Hodges, Theodora, 1922-
18.5 Relationship designator author
GROUP 1 ACCESS POINTS
25.1 Related work
Contents: Information resource management : description, access, organization -- Foundations, principles, and standards of resource description -- Anglo-American cataloging rules : description -- Dublin core and other metadata schemas -- Access points : name and title -- Authority control : forms of name headings and uniform titles -- Principles of controlled vocabularies and subject analysis -- Library of Congress subject headings -- FAST (faceted application of subject terminology) -- Sears list of subject headings -- Medical subject headings -- Classification and categorization -- Dewey decimal classification -- Library of Congress classification -- National Library of Medicine classification and other modern classification schemes -- MARC formats and encoding schemas -- Producing and processing cataloging records -- Appendix A : MARC bibliographic records -- Appendix B : MARC authority records.
AUTHORIZED ACCESS POINT
6.27 Authorized Access Point for the work Chan, Lois Mai. Cataloging and classification
Finished Example
Finished Example
RDA in OCLC
• Recognizing RDA copy
RDA in OCLC Connexion
• Settings for new record workforms, and RDA Toolkit
connection
RDA in OCLC Connexion
• Add33x Macro
• Allows drop down input of 336, 337, 338 fields
RDA in OCLC Connexion
• Finding RDA records
RDA in Your System
• Search for your symbol as Holding Library
Further Resources
• RDA Record Examples from the PCC
• http://www.loc.gov/catworkshop/RDA%20training%20materials/SC
T%20RDA%20Records%20TG/index.html
• LC RDA Core Elements
• http://www.loc.gov/catworkshop/RDA%20training%20materials/LC
%20RDA%20Training/LC%20RDA%20course%20table.html
• Document R-1
• PCC RDA Standard Record Profile
• http://www.loc.gov/aba/pcc/scs/documents/PCC-RDA-BSR.pdf
Questions?
Brian Dobreski
Syracuse University
bjdobres@syr.edu