PCC RDA CONSER Standard Record (CSR)

in RDA instruction number orderPart 2 of 3

Presented by UC BerkeleySpring 2014

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Learning Objectives

• Apply the CSR (PCC Core) and UC Berkeley Policy Statements to describe textual serials and integrating resources (non-rare) in several formats: print, online, tangible electronic, microform

• Distinguish substantive differences between AACR2 rules/AACR2 version of CCM & CSR and RDA instructions (plus local guidelines) for PCC Core elements

• Exercise appropriate judgment when reviewing and editing existing copy for the local catalog

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Training Overview

• Day 1: CONSER/PCC Core elements in RDA Chapters 1-2

• Day 2 (today): CONSER/PCC Core elements in RDA Chapters 3-end

• Day 3: making changes/working with copy

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Acronym review

CSR =LC-PCC PS =

UCB PS =IR =

P/N =CCM =

CONSER Standard RecordLibrary of Congress–Program for Coop. Cat. Policy Statement (RDA equiv. of LCRI)UC Berkeley Policy Statement (local policy)integrating resourceprovider-neutralCONSER Cataloging Manual

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More acronym review

AAP =

WEMI =

PFC =

Authorized Access Point (RDA equiv. of “heading”)Work, Expression, Manifestation, Item (FRBR Group 1 entities)Person, Family, Corporate body (FRBR Group 2 entities)

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Media Type & Carrier TypeRDA 3.2 & RDA 3.3

• MARC 33X: same meaning and application as for monographs

• For print textual resources:336 __ $a text $b txt $2 rdacontent337 __ $a unmediated $b n $2 rdamedia338 __ $a volume $b nc $2 rdacarrier

• For non-print, use other Media Type and Carrier Type terms as applicable

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Media Type & Carrier Type cont’dRDA 3.2 & RDA 3.3

• Example: online textual resources:336 __ $a text $b txt $2 rdacontent337 __ $a computer $b c $2 rdamedia338 __ $a online resource $b cr $2 rdacarrier

– $b codes are optional, the rest is required• Textual resources with any Media Type other

than “unmediated” also need MARC 007

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ExtentRDA 3.4

• When is it required for serials & IRs?–All formats: whenever resource is complete

and total extent is known• Serials: required for ceased titles even

when total extent is not known; give term only

300 __ $a volumes

• IRs: P/N guidelines recommend using “1 online resource” even when not complete

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Extent cont’dRDA 3.4

• When is it required for serials & IRs? cont’d– Tangible non-print formats: when currently

published; give term only300 __ $a computer discs

• RDA 3.4.1.3 calls for using Carrier Type terms from RDA 3.3.1.3, but:

• LC-PCC PS 3.4.1.3 Alternative allows using a term in common usage (e.g. “CD-ROM”)

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DimensionsRDA 3.5

• When is it required?– Serials: for all non-print tangible resources– IRs: for all tangible resources per UCB PS 3.5

• Expand RDA 3.5.1.4 for instructions on each carrier type

• Discs: follow UCB PS 3.5.1.4.4: record diameter of discs in inches– One of the few places in RDA where abbreviations

are still used (see RDA Appendix B)@ UCB

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Note on Changes in Carrier CharacteristicsRDA 3.21.4

• PCC Core for any change that does not require a new description– E.g.: change from CD-ROM to DVD-ROM

• Serials: make a note as in RDA 3.21.4.3.1• IRs: change description to latest iteration;

may make a note on previous characteristics

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Uniform Resource LocatorRDA 4.6

• At UCB, used in:– Online version bibs– Print version serial bibs where we have online

access• Never add an institution-specific URL to an OCLC

master record– Examples:• Any URL that is different for different institutions• Any URL that is restricted to UC campus IP range

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Content TypeRDA 6.9

• One of the 33Xs: 336– Also OCLC Fixed Field “Type” (MARC Leader/06)

• Only predominant Content Type is PCC Core

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Language of ExpressionRDA 6.11

• No change from AACR2• Record in OCLC Fixed Field “Lang” (MARC

008/35-37)• Also use MARC 041 if necessary – for multiple

languages• Use codes from MARC Code List for Languages

(also available in Cataloger’s Desktop)

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Exerciseson content, media, carrier type;

extent, dimensions, URL, language

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Exercises on RDA Chapter 3 +Example A

• Content, media, carrier types336 __ $a text $b txt $2 rdacontent337 __ $a unmediated $b n $2 rdamedia338 __ $a volume $b nc $2 rdacarrier

• Extent & dimensionsnone required

• URLnone required in OCLC; do not use in OskiCat

• LanguageOCLC Fixed Field: Lang eng

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Exercises on RDA Chapter 3 +Example B

• Content, media, carrier types336 __ $a text $b txt $2 rdacontent337 __ $a computer $b c $2 rdamedia338 __ $a online resource $b cr $2 rdacarrier007 __ $a c $b r

• Extent & dimensionsnone required

• URL856 40 $u http://agri.nv.gov/Protection/ Resource_Protection/The_Trapline_Newsletter/

• LanguageOCLC Fixed Field: Lang eng

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Exercises on RDA Chapter 3 +Examples C–F

• Content, media, carrier types336 __ $a text $b txt $2 rdacontent337 __ $a unmediated $b n $2 rdamedia338 __ $a volume $b nc $2 rdacarrier

• Extent & dimensionsnone required

• URLnone required in OCLC; do not use in OskiCat

• LanguageOCLC Fixed Field: Lang eng

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Identifying Works and ExpressionsRDA Chapter 6

• “main entry” = AAP for the work/expression in hand100/110/111 + 245, or245 alone, or100/110/111 + 240, or130

• “added entry” = AAP for a related work/expression700/710/711$a$t and 730800/810/811$a$t and 830

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Authorized Access Point Representing a WorkRDA 6.27.1

• Consists of two parts:–Name of a PFC, if applicable–Preferred title

• Start at RDA 6.27.1.1– follow references to other sections of

Chapter 6, and other chapters, as indicated

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Are there any named creators?RDA 19.2.1.1

• Corporate Bodies Considered to Be Creators– RDA 19.2.1.1.1 = AACR2 21.1B2

• Persons or Families Considered to Be Creators of Serials– RDA 19.2.1.1.3 similar to LCRI 21.1A2

• Named creator: use MARC 100/110/111 (“entry under name”)

• No named creator: no MARC 100/110/111 (“entry under title”)

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Quick Quiz!Creators

• Case #1 creatorCivil Society Agriculture Network

• Case #2 creatornone

• Case #3 creatorCanadian Curling Association

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Preferred Title for the WorkRDA 6.2.2

• Similar concept to AACR2’s “uniform title”• Usually apply RDA 6.2.2.4, Works Created after 1500:

“the title in the original language by which the work has become known”

• For separately cataloged supplements or parts, apply RDA 6.2.2.9 in conjunction with RDA 6.27.2.2, Exception for serials & IRs:combine the preferred title for the larger work with the preferred title for the part$a Human gene therapy. $p Clinical development.

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Quick Quiz!Preferred Titles

• Case #1 preferred titleCISANET annual report ...

• Case #2 preferred titleFinance & development

• Case #3 preferred titleCanadian Curling Association

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Additions to Access Points Representing WorksRDA 6.27.1.9

• In RDA, an AAP for a work must be unique!• How to do that? See LC-PCC PS 6.27.1.9,

section “Serials (Including Numbered and Unnumbered Monographic Series)”

• Add PCC Core elements from RDA 6.3-6.6• May also use for similar but not identical AAPs• Add qualifiers in parentheses at the end of the

title (not in a separate subfield)

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Quick Quiz! Qualifying Work AAPs to Differentiate

• Case #1 preferred title qualifiernone

• Case #2 preferred title qualifier(International Monetary Fund)

• Case #3 preferred title qualifiernone

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Quick Quiz! Assembling Work AAPs

• Case #1 work AAPCivil Society Agriculture Network. CISANET annual report ...As “main entry”:

110 2_ $a Civil Society Agriculture Network, $e author.245 10 $a CISANET annual report ...

As “added entry”:710 2? $i {App. J relationship designator}: $a Civil Society Agriculture Network. $t CISANET annual report ...

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Quick Quiz! Assembling Work AAPs cont’d

• Case #2 work AAPFinance & development (International Monetary Fund)As “main entry”:

130 0_ $a Finance & development (International Monetary Fund)245 10 $a Finance & development.

As “added entry”:730 0? $i {App. J relationship designator}: $a Finance & development (International Monetary Fund)

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Quick Quiz! Assembling Work AAPs cont’d

• Case #3 work AAPCanadian Curling Association. Canadian Curling AssociationAs “main entry”:

110 2_ $a Canadian Curling Association, $e author.245 10 $a Canadian Curling Association.

As “added entry”:710 2? $i {App. J relationship designator}: $a Canadian Curling Association. $t Canadian Curling Association.

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Authorized Access Point Representing an Expression

RDA 6.27.3

• When to use? When needed to distinguish from another expression of the same work

• See LC-PCC PS 6.27.3– Textual resources: use for translations and

language editions• Qualify by language of the expression in $l

$a Kolloidnyi zhurnal. $l English

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Quick Quiz!Expression AAPs

• Case #4 expression additional elementLanguage of expression: Spanish

• Case #4 expression AAPFinance & development (International Monetary Fund). SpanishAs “main entry”:

130 0_ $a Finance & development (International Monetary Fund). $l Spanish.245 10 $a Finanzas y desarrollo

As “added entry”:730 0? $i {App. J relationship designator}: $a Finance & development (International Monetary Fund). $l Spanish.@ UCB

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AAP for the Work/Expression:Putting It All Together

• Is there a named creator?– Yes: use AAP for the creator in MARC 100/110/111– No: do not use MARC 100/110/111

• Does the preferred title differ from the title proper (e.g. are any qualifiers required)?– Yes: record title in MARC 130 (if no 100/110/111)

or 240– No: let the title proper of the manifestation in

MARC 245 stand as the preferred title

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Exerciseson work and expression

authorized access points

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Exerciseson work and expression AAPs

• Example A245 00 $a New books on women, gender, and feminism.

• Example B130 0_ $a Trapline (Reno, Nev.)– A different choice of qualifier may also be acceptable

• Example C130 0_ $a To wit (American Humor Studies Association)

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Exerciseson work and expression AAPs cont’d

• Example D245 00 $a Privacy journal.

• Example E245 00 $a Business travel planner. $p Europe, Africa, Middle East.

• Example F130 0_ $a Zahlungsbilanz der Schweiz. $l English.

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Language of the ContentRDA 7.12

• PCC recommended but not Core• Used for expansion or refinement of what is in

FF Lang and 041• Required if you are applying RDA 7.13.2…

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Form of Notation: ScriptRDA 7.13.2

• PCC Core “if a language is commonly written in more than one script, and if the resource is in a script other than the primary one for the language.”

• See examples at LC-PCC PS 7.13.2.3 & 7.13.2.4• You (should) already know whether you need

to use it

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PFCs Associated with a WorkRDA Chapter 19

• What’s PCC Core?Only the PFC whose name is part of AAP for the work (i.e. MARC 100/110/111)–Apply RDA 6.27-6.31 to determine this–Don’t always have one, but if you do:• Usually: Creator (RDA 19.2)• Rarely: Other PFC Associated with a Work

(RDA 19.3) (mostly legal works)

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PFCs Associated with a Work cont’dRDA Chapter 19

• PCC recommended but not Core:–Any additional Creators (e.g. for collaborative

works)–Any additional Other PFCs Associated with a

Work (e.g. issuing body that is not also a creator)

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ContributorRDA 20.2

• Not actually PCC Core for serials & IRs• Often not named for serials• Any that are named typically don’t have a

relationship with the resource for all or most of its existence

• Always record in MARC 7XX, never 1XX

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Exerciseson Creator, Other PFC Associated with

a Work, Contributor

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Exercises on Creator, etc.Example A

• Any PCC Core PFCs?no

• Any PCC recommended PFCs?yes: issuing body710 2_ $a University of Wisconsin System. $b Women's Studies Librarian, $e issuing body.

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Exercises on Creator, etc.Example B

• Any PCC Core PFCs?no

• Any PCC recommended PFCs?yes: issuing bodies710 2_ $a Wildlife Services (U.S.), $e issuing body.710 1_ $a Nevada. $b Division of Resource Protection, $e issuing body.

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Exercises on Creator, etc.Example C

• Any PCC Core PFCs?no

• Any PCC recommended PFCs?yes: issuing body710 2_ $a American Humor Studies Association, $e issuing body.

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Exercises on Creator, etc.Example D

• Any PCC Core PFCs?no

• Any PCC recommended PFCs?yes: issuing body700 1_ $a Smith, Robert Ellis, $e issuing body.

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Exercises on Creator, etc.Example E

• Any PCC Core PFCs?no

• Any PCC recommended PFCs?yes: issuing body710 2_ $a Cahners Business Information (Firm), $e issuing body.

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Exercises on Creator, etc.Example F

• Any PCC Core PFCs?no

• Any PCC recommended PFCs?yes: issuing body710 2_ $a Schweizerische Nationalbank, $e issuing body.

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Related WEMIRDA Chapters 24-28

• CONSER practice: do not use Appendix J relationship designators with linking entries (MARC 76X-78X)– Do not use $i at all if MARC tag + indicators

unambiguously express the relationship– If explanation needed, use free text phrase in $i

(may also add note (e.g. MARC 580) if necessary)• MARC 787 relationships no longer required;

use only if necessary for user tasks

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Compilation of ExpressionsLC-PCC PS 26.1

• What does this mean? Same full text in more than one language within each volume– E.g. Canadian government publications

• What to do? Give analytical AAPs for original language expression and at least one translation– Not sure which language is “original”? Choose

language of title proper

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Compilation of Expressions cont’dLC-PCC PS 26.1

• Example: title and text in Spanish, with a separate section at the end containing all text translated into EnglishWork AAP:245 00 $a Ciudad positiva, aquí Guayaquil.

Analytical AAPs:730 02 $i Container of (expression): $a Ciudad positiva, aquí Guayaquil.730 02 $i Container of (expression): $a Ciudad positiva, aquí Guayaquil. $l English.

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Exerciseson related WEMI

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Exercises on related WEMIExample A

• If all you have is the earlier title (good):780 00 $t New books on women and feminism

• If you search the ISSN Portal (better):780 00 $t New books on women and feminism $x 0742-7123

• If you also search OCLC (best):780 00 $t New books on women and feminism $x 0742-7123 $w (DLC) 96660062 $w (OCoLC)8784642

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Exercises on related WEMIExample B

• There might be a print version– In order to make a link, you need either an

ISSN or an OCLC number for the related title– In this case we have neither, so:

no linking entries

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Exerciseson related WEMI

• Example Cno linking entries needed

• Example Dno linking entries needed

• Example Eno linking entries needed

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Exercises on related WEMIExample F

• Link to original language edition:775 08 $i German edition: $t Zahlungsbilanz der Schweiz $x 1661-1489 $w (DLC) 98652743 $w (OCoLC)37901321

• Link to other known editions:775 08 $i French edition: $t Balance suisse des paiements en ... $x 1661-1497 $w (DLC) 00238574 $w (OCoLC)36139621776 08 $i Online version: $t Zahlungsbilanz der Schweiz. English $x 1661-1527

• Also add 775 to bib records for other language editions

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Required Non-RDA and MARC Data

• A few noteworthy changes from AACR2– Descriptive cataloging form, MARC Ldr/18 (OCLC

FF Desc): was “a”, now “i”– Cataloging source, MARC 040

Language of cataloging, $b: always specify “eng”

Description conventions, $e: always include “rda”• P/N guidelines: also add $e pn

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Required Non-RDA and MARC Datacont’d

• MARC 007: do not use for textual print• Since we’re not CONSER-authorized:– Encoding level, MARC Ldr/17 (OCLC FF ELvl)

= I or K– Cataloging source, MARC 008/39 (OCLC FF Srce) = d

– Authentication code, MARC 042: do not use• Provide LCC “stub”(MARC 050$a) for online

resources

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Full Record ExamplesOCLC Fixed Fields and 0XX fields

• Fixed Fields:– Only change from AACR2: Desc = i– OK to leave as fill characters: Conf, Freq, Regl– Pay attention to:• Type: must correspond with 336• Form: must correspond with entire description

• 0XX fields:– Most non-print resources need 006 and 007– Don’t forget 040 $e pn when applicable

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Full Record ExamplesExample B

• Fixed Fields:– Form = o

• 0XX fields:– 006 __ m o d • Use Connexion “Guided Entry” command

– 007 __ $a c $b r• Must correspond with 337/338

– 040 __ $a CUY $b eng $e rda $e pn $c CUY

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Questions?

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Congratulations!• You have completed the second part of

training on the CONSER Standard Record in RDA instruction number order

• See you soon for the third part!

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