1. Teaching RDA Train-the-trainer course for RDA: Resource Description and Access Presented by the National Library of Australia September – November 2012 This work is licensed under the Creative Commons Attribution 3.0 Australia License http://creativecommons.org/licenses/by/3.0/au/

2. -RDA instructions based on AACR2 rules -FRBR/FRAD structure -Attributes and Relationships -Online tool -Transcription instructions -Content, Media and Carrier types Modules 1 to 5 Recap

3. Module 6 Attributes of Manifestations & Items RDA Section 1

4. Understand structure and contents of Section 1 of RDA Identify and record the attributes of Manifestation and Items Learning Outcomes

5. Activity

6. Attributes MANIFESTATION (core elements)ITEM Title (of Manifestation) 2.3Item identifier(eg Call number, barcode) 2.19 Statement of responsibility 2.4Item access restrictions 4.4, 4.5 Edition/Issue 2.5Provenance 2.17 Numbering of serials 2.6Marks/inscriptions 3.21 Production/publishing information (Place, name, date) 2.7-2.9 Condition of item 3.21 Manufacture information (place, name, date) 2.10 Exhibition history Copyright date 2.10Treatment information Physical description (Extent, dimensions, carrier characteristics). NOT illustrations 3.4- 3.6 Manifestation identifier (eg ISBN) 2.15 Series statement 2.12

7. Section 1 Overview Chapter 1: General guidelines Chapter 2: Identifying Manifestations and Items Chapter 3: Describing carriers Chapter 4: Providing acquisition and access information MARC Bibliographic record.

8. Structure in detail General Specific Section 1 – General guidelines Chapters for groups of attributes Chapters – Basic instructions Specific instructions for each attribute – Basic instructions » Instructions for specific situations

9. Structure in detail Navigate however you like: Contents pane Search by specific element, term or even instruction number MARC or AACR2 linking from the Tools and Resources Tabs GeneralSpecific

10. Section 1 Chapter 1 General guidelines 1.1 Terminology 1.2 Functional objectives and principles 1.3 Core elements 1.4 Language and script 1.5 Type of description 1.6 Changes requiring a new description 1.7 Transcription

11. Section 1, Chapter 1 1.1 Terminology Key Terms Resource – Manifestation or Item Mode of issuance – Single unit, multipart mono, serial, etc. Type of description Work, Expression, Manifestation, Item

12. Section 1, Chapter 1 1.2 Functional objectives and principles What the data should enable users to do Principles applied in order to achieve this Based on FRBR, FRAD, and ICP

13. Section 1, Chapter 1 1.3 Core elements Manifestation elements only All Item elements non-core Check local policies

14. Section 1, Chapter 1 1.4 Language and script EITHER As on the resource – Most Manifestation elements OR As preferred by the agency – Some Manifestation elements – All Item elements

15. Section 1, Chapter 1 1.5 Type of description Comprehensive description - describing the whole resource Analytic description - describing a part, or parts of a resource Hierarchical description- The whole and its parts

16. Section 1, Chapter 1 1.6 Changes requiring a new description Change in mode of issuance Change in title proper Change in edition statement Change in Media type

17. Section 1, Chapter 1 1.7 Transcription Capitalisation, abbreviation, punctuation, diacritics, etc. Appendices – A. Capitalisation – B. Abbreviations “Transcribe” vs. “record”

18. Order of elements? Content standard – no instruction on data presentation Appendix D – ISBD standard – Minimal changes (see Module 5) RDA/MARC Mappings (Tools Tab)

19. Section 1 Chapters 2-4 2. Identifying Manifestations and Items 3. Describing carriers 4. Providing acquisition and access information For core elements – Chapter 1 (1.3) – Marked at each element

20. Section 1 Chapter 2 2.1 Basis for the identification of the resource 2.2 Sources of information

21. Section 1, Chapter 2 2.1 Basis for identifying the resource Depends on – type of description (1.5) – mode of issuance (2.13) – number of parts Eg. – whole resource – first or earliest issue of serial Based on RDA Test at LC: June 2010 -- Module 2

22. Section 1, Chapter 2 Sources of information Preferred source Fewer categories for sources (RDA 2.2): – #1: Pages, leaves, etc., or images of pages … – #2: Moving images – #3: All other resources More than one preferred source Other sources of information Adapted from RDA Test at LC: June 2010 -- Module 2

23. Section 1, Chapter 2 Sources of information Preferred source any part of the resource [Outside sources of information]  Prescribed sources  Square brackets Square brackets

24. Section 1, Chapter 2 Title 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)

25. Section 1, Chapter 2 Title 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)

26. Section 1, Chapter 2 Title proper transcription Guidelines for title proper: 2.3.2 – Apply instructions under 2.3.1.4 General guidelines on titles: RDA 2.3.1 – Transcribe as it appears on the item – 2.3.1.4 Guidelines on transcription: 1.7 Key differences: – Don’t correct errors for monographs – Don’t change or remove punctuation to suit ISBD or cataloguing conventions Adapted from RDA Test at LC: June 2010 -- Module 2

27. Section 1, Chapter 2 Title Proper

28. 245 1 0 $a Killers in Eden :$b... Section 1, Chapter 2

29. 2.4 Statement of responsibility Core 2.4 Only statement relating to title proper 2.4.2 If multiple statements only first is core Eg: “written by...[1 or more names]” - single statement “written by... [1 or more names] ; illustrated by... [1 or more names]” - multiple statements

30. Section 1, Chapter 2 2.4 Statement of responsibility Source: Changes from AACR2 to RDA: A comparison of examples / Adam L. Schiff

31. Section 1, Chapter 2 2.4 Statement of responsibility Source: Changes from AACR2 to RDA: A comparison of examples / Adam L. Schiff

32. 245 1 0 $a Killers in Eden :$b the story of a rare partnership between men and killer whales / $c Danielle Clode. Section 1, Chapter 2 2.4 Statement of responsibility

33. Section 1, Chapter 2 2.5 Edition Transcribe as found – abbreviate only if abbreviated in source Music presentation statements are edition statements in RDA

34. Section 1, Chapter 2 2.5 Edition 245 1 0 $a Killers in Eden :$b the story of a rare partnership between men and killer whales / $c Danielle Clode. 250 # # $a 2nd ed.

35. Section 1, Chapter 2 2.7 – 2.10 MARC field 2.7 Production statement -Unpublished resources -Only Date of production is core 2.8-2.10 Publication, distribution, manufacture -Published resources -Publication statement unconditionally core -Others core if no other statement available

36. Section 1, Chapter 2 2.7-2.10 Key changes from AACR2: Larger jurisdiction only included if present on the source of information Larger jurisdiction only abbreviated if abbreviated on the source Latin abbreviations used to indicate unknown or uncertain information have been replaced with full phrases

37. Section 1, Chapter 2 2.7-2.10 Key changes from AACR2: “Place of publication not identified” “Name of publisher not identified” “Date of publication not identified” “between [date] and [date]”, “not before [date]”, “not after [date]” !Try to always have a date!

38. Section 1, Chapter 2 2.11 Copyright RDA - Separate element Separate MARC 264, 2 nd indicator “4” Core element only if no other date NLA – Mandatory even if other dates present © and ℗, or spelt out forms, instead of “c” and “p”

39. Section 1, Chapter 2 2.8 - 2.11 245 1 0 $a Killers in Eden :$b the story of a rare partnership between men and killer whales / $c Danielle Clode. 250 # # $a 2nd ed. 264 # 1 $a Melbourne, Victoria :$b Museum Victoria, $c 2011. 264 # 4 $c©2011.

40. Section 1, Chapter 2 2.15 Identifier for the Manifestation ISBN, ISSN, ISMN etc. (as in AACR2) Also: URN (though not URL)* Publisher, government publication, archival, etc. numbers

41. Section 1, Chapter 2 2.15 Identifier 020 # # $a 9780980619089 245 1 0 $a Killers in Eden :$b the story of a rare partnership between men and killer whales / $c Danielle Clode. 250 # # $a 2nd ed. 264 # 1 $a Melbourne, Victoria :$b Museum Victoria, $c 2011. 264 # 4 $c©2011.

42. Section 1, Chapter 2 Other identifying elements Manifestation Series 2.12 Mode of Issuance 2.13 Frequency 2.14 Preferred Citation 2.16 Item Custodial History (provenance) 2.17 Item Identifier (eg holdings) 2.19 Immediate Source of Acquisition 2.18

43. Section 1, Chapter 2 Notes AACR2: – Expand on information in other elements – Provide information not covered by other elements RDA has more elements, so “notes” largely just expand on these. Notes instructions are in relevant chapters – Identifying Manifestation/Item 2.20 – Describing carriers 3.20

44. Section 1, Chapter 2 Notes Many AACR2 “notes” now RDA “elements” Eg Acquisition and Access Chapter 4 Content Chapter 7 Some still in MARC 5XX

45. Section 1, Chapter 2 Exercise

46. Section 1 Chapter 3 Media, Carrier types Dimensions Other physical details

47. RDA Test at LC: June 2010 -- Module 2 Section 1, Chapter 3 Section 2, Chapter 6 Content, Media and Carrier Content type -- RDA 6.9 -- MARC 336 field Media type -- RDA 3.2 -- MARC 337 field Carrier type -- RDA 3.3 -- MARC 338 field

48. RDA Test at LC: June 2010 -- Module 2 Section 1, Chapter 3 3.2 Media type Scope = “a categorization reflecting the general type of intermediation device required to view, play, run, etc., the content of a resource” MARC field 337 Broad categories; specific types in Carrier type (RDA 3.3)

49. RDA Test at LC: June 2010 -- Module 2 Section 1, Chapter 3 3.3 Carrier type 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” Do not confuse with Extent (RDA 3.4) Does not replace Extent (MARC 300)

50. RDA Test at LC: June 2010 -- Module 2 Section 2, Chapter 6 6.9 Content type 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 - two or three dimensions and presence or absence of movement

51. Content, Media and Carrier MARC 336-338 Killers in Eden 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier

52. Section 1, Chapter 3 3.4 Extent Scope = “the number and type of units and/or subunits making up a resource” – Unit = e.g., a volume – Subunit = e.g., a page of a volume Formerly known as “SMD” MARC 300 $a Core if the resource is complete or total extent known Used with (not instead of) Content, Media and Carrier types. Adapted from RDA Test at LC: June 2010 -- Module 2

53. Section 1, Chapter 3 Recording extent General instructions 3.4.1 Give number of units and “appropriate term” Term is either: – A term from Carrier type list at RDA 3.3.1.3 – Another term to designate the type of unit (RDA 3.4.1.5) if term not in list, or, a term in common use is preferred Adapted from RDA Test at LC: June 2010 -- Module 2

54. Section 1, Chapter 3 Recording extent Several categories covered by exceptions (e.g., text, still images, notated music, cartographic resources) – Their own instructions – 3.4.2-3.4.6 – Their own lists of terms Adapted from RDA Test at LC: June 2010 -- Module 2

55. Section 1, Chapter 3 Recording extent No abbreviations for terms (e.g., “pages,” “volumes”) Use “approximately” (not “ca.”) and “that is” (not “i.e.”) For Text - use “unnumbered” rather than square brackets enclosing the numeral Adapted from RDA Test at LC: June 2010 -- Module 2

56. Section 1, Chapter 3 Recording Extent Changes in vocabulary from AACR2, e.g.: – Moved to Carrier or Media type lists – eg filmstrip, slide (formally SMDs for Graphic Materials) – New – eg. sculpture (3.4.6) – Changed – eg. “close score” and “miniature score” to “condensed score” and “study score” (3.4.3) Transition tip: Check terms in all these lists before recording extent Adapted from RDA Test at LC: June 2010 -- Module 2

57. Section 1, Chapter 3 MARC 300 $a, 336- 338 examples RDA Test at LC: June 2010 -- Module 2 Book (Killers in Eden): 300 $a 123 pages, 28 unnumbered pages 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier Music CD: 300 $a 1 audio disc {or: 1 CD} 336 $a performed music $2 rdacontent 337 $a audio $2 rdamedia 338 $a audio disc $2 rdacarrier

58. Section 1, Chapter 3 MARC 300 $a, 336- 338 examples RDA Test at LC: June 2010 -- Module 2 DVD: 300 $a 1 DVD {or: 1 video disc} 336 $a two-dimensional moving image $2 rdacontent 337 $a video $2 rdamedia 338 $a video disc $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

59. Section 1, Chapter 3 MARC 300 $a, 336- 338 examples Adapted from RDA Test at LC: June 2010 -- Module 2 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 Or repeat subfield $a in 336 field: 336 $a text $a cartographic image $a still image $2 rdacontent

60. Section 1, Chapter 3 3.5 Dimensions General instructions 3.5.1 – Volumes (ie print) at 3.5.1.4.14 Cartographic materials 3.5.2 Still images 3.5.3 Adapted from RDA Test at LC: June 2010 -- Module 2

61. Section 1, Chapter 3 3.5 Dimensions Metric system is default – Alternative to use preferred system – LC uses inches for discs and audio carriers “cm”, “mm” rather than spelt out –they are symbols not abbreviations

62. Exercise

63. Section 1, Chapter 3 Other physical characteristics MARC 300 $b and note fields Includes – System requirements, sound/video characteristics, etc. – item-specific information, eg. Condition, imperfect holdings of serials Not illustrations (Expression element) Non-core

64. Section 1 Chapter 4 Manifestation and Item elements Acquisition and access information – Terms of availability – Holdings – Access restrictions Non-core

65. Section 1 Summary Choosing- Type of description Mode of issuance Identifying- Sources of information Recording- Title proper Statement of responsibility Edition Publication statement Copyright date Identifiers Content, Media and Carrier types Extent Dimensions