1. PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 2 of 3 Presented by UC Berkeley Spring 2014

2. 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 2 @ UCB

3. 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 3 @ UCB

4. Acronym review CSR = LC-PCC PS = UCB PS = IR = P/N = CCM = CONSER Standard Record Library of Congress–Program for Coop. Cat. Policy Statement (RDA equiv. of LCRI) UC Berkeley Policy Statement (local policy) integrating resource provider-neutral CONSER Cataloging Manual 4 @ UCB

5. 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) 5 @ UCB

6. Media Type & Carrier Type RDA 3.2 & RDA 3.3 RDA 3.2RDA 3.3 MARC 33X: same meaning and application as for monographs For print textual resources: 336 __ $a text $b txt $2 rdacontent 337 __ $a unmediated $b n $2 rdamedia 338 __ $a volume $b nc $2 rdacarrier For non-print, use other Media Type and Carrier Type terms as applicable 6 @ UCB

7. Media Type & Carrier Type cont’d RDA 3.2 & RDA 3.3 RDA 3.2RDA 3.3 Example: online textual resources: 336 __ $a text $b txt $2 rdacontent 337 __ $a computer $b c $2 rdamedia 338 __ $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 7 @ UCB

8. Extent RDA 3.4 RDA 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 8 @ UCB

9. Extent cont’d RDA 3.4 RDA 3.4 When is it required for serials & IRs? cont’d – Tangible non-print formats: when currently published; give term only 300 __ $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”) 9 @ UCB

10. Dimensions RDA 3.5 RDA 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) 10 @ UCB

11. Note on Changes in Carrier Characteristics RDA 3.21.4 RDA 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 11 @ UCB

12. Uniform Resource Locator RDA 4.6 RDA 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 12 @ UCB

13. Content Type RDA 6.9 RDA 6.9 One of the 33Xs: 336 – Also OCLC Fixed Field “Type” (MARC Leader/06) Only predominant Content Type is PCC Core 13 @ UCB

14. Language of Expression RDA 6.11 RDA 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)MARC Code List for Languages 14 @ UCB

15. Exercises on content, media, carrier type; extent, dimensions, URL, language 15 @ UCB

16. Exercises on RDA Chapter 3 + Example A Content, media, carrier types 336 __ $a text $b txt $2 rdacontent 337 __ $a unmediated $b n $2 rdamedia 338 __ $a volume $b nc $2 rdacarrier Extent & dimensions none required URL none required in OCLC; do not use in OskiCat Language OCLC Fixed Field: Lang eng 16 @ UCB

17. Exercises on RDA Chapter 3 + Example B Content, media, carrier types 336 __ $a text $b txt $2 rdacontent 337 __ $a computer $b c $2 rdamedia 338 __ $a online resource $b cr $2 rdacarrier 007 __ $a c $b r Extent & dimensions none required URL 856 40 $u http://agri.nv.gov/Protecti on/ Resource_Protection/The_Trapl ine_Newsletter/ http://agri.nv.gov/Protecti on/ Resource_Protection/The_Trapl ine_Newsletter/ Language OCLC Fixed Field: Lang eng 17 @ UCB

18. Exercises on RDA Chapter 3 + Examples C–F Content, media, carrier types 336 __ $a text $b txt $2 rdacontent 337 __ $a unmediated $b n $2 rdamedia 338 __ $a volume $b nc $2 rdacarrier Extent & dimensions none required URL none required in OCLC; do not use in OskiCat Language OCLC Fixed Field: Lang eng 18 @ UCB

19. Identifying Works and Expressions RDA Chapter 6 RDA Chapter 6 “main entry” = AAP for the work/expression in hand 100/110/111 + 245, or 245 alone, or 100/110/111 + 240, or 130 “added entry” = AAP for a related work/expression 700/710/711$a$t and 730 800/810/811$a$t and 830 19 @ UCB

20. Authorized Access Point Representing a Work RDA 6.27.1 RDA 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 20 @ UCB

21. Are there any named creators? RDA 19.2.1.1 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”) 21 @ UCB

22. Quick Quiz! Creators Case #1 creator Civil Society Agriculture Network Case #2 creator none Case #3 creator Canadian Curling Association 22 @ UCB

23. Preferred Title for the Work RDA 6.2.2 RDA 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. 23 @ UCB

24. Quick Quiz! Preferred Titles Case #1 preferred title CISANET annual report... Case #2 preferred title Finance & development Case #3 preferred title Canadian Curling Association 24 @ UCB

25. Additions to Access Points Representing Works RDA 6.27.1.9 RDA 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) 25 @ UCB

26. Quick Quiz! Qualifying Work AAPs to Differentiate Case #1 preferred title qualifier none Case #2 preferred title qualifier (International Monetary Fund) Case #3 preferred title qualifier none 26 @ UCB

27. Quick Quiz! Assembling Work AAPs Case #1 work AAP Civil 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... 27 @ UCB

28. Quick Quiz! Assembling Work AAPs cont’d Case #2 work AAP Finance & 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) 28 @ UCB

29. Quick Quiz! Assembling Work AAPs cont’d Case #3 work AAP Canadian Curling Association. Canadian Curling Association As “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. 29 @ UCB

30. Authorized Access Point Representing an Expression RDA 6.27.3 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 Kolloidny i ̆ zhurnal. $l English 30 @ UCB

31. Quick Quiz! Expression AAPs Case #4 expression additional element Language of expression: Spanish Case #4 expression AAP Finance & development (International Monetary Fund). Spanish As “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. 31 @ UCB

32. 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 32 @ UCB

33. Exercises on work and expression authorized access points 33 @ UCB

34. Exercises on work and expression AAPs Example A 245 00 $a New books on women, gender, and feminism. Example B 130 0_ $a Trapline (Reno, Nev.) – A different choice of qualifier may also be acceptable Example C 130 0_ $a To wit (American Humor Studies Association) 34 @ UCB

35. Exercises on work and expression AAPs cont’d Example D 245 00 $a Privacy journal. Example E 245 00 $a Business travel planner. $p Europe, Africa, Middle East. Example F 130 0_ $a Zahlungsbilanz der Schweiz. $l English. 35 @ UCB

36. Language of the Content RDA 7.12 RDA 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… 36 @ UCB

37. Form of Notation: Script RDA 7.13.2 RDA 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 37 @ UCB

38. PFCs Associated with a Work RDA Chapter 19 RDA 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) 38 @ UCB

39. PFCs Associated with a Work cont’d RDA Chapter 19 RDA 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) 39 @ UCB

40. Contributor RDA 20.2 RDA 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 40 @ UCB

41. Exercises on Creator, Other PFC Associated with a Work, Contributor 41 @ UCB

42. Exercises on Creator, etc. Example A Any PCC Core PFCs? no Any PCC recommended PFCs? yes: issuing body 710 2_ $a University of Wisconsin System. $b Women's Studies Librarian, $e issuing body.University of Wisconsin System. Women's Studies Librarian 42 @ UCB

43. Exercises on Creator, etc. Example B Any PCC Core PFCs? no Any PCC recommended PFCs? yes: issuing bodies 710 2_ $a Wildlife Services (U.S.), $e issuing body.Wildlife Services (U.S.) 710 1_ $a Nevada. $b Division of Resource Protection, $e issuing body. 43 @ UCB

44. Exercises on Creator, etc. Example C Any PCC Core PFCs? no Any PCC recommended PFCs? yes: issuing body 710 2_ $a American Humor Studies Association, $e issuing body.American Humor Studies Association 44 @ UCB

45. Exercises on Creator, etc. Example D Any PCC Core PFCs? no Any PCC recommended PFCs? yes: issuing body 700 1_ $a Smith, Robert Ellis, $e issuing body.Smith, Robert Ellis 45 @ UCB

46. Exercises on Creator, etc. Example E Any PCC Core PFCs? no Any PCC recommended PFCs? yes: issuing body 710 2_ $a Cahners Business Information (Firm), $e issuing body.Cahners Business Information (Firm) 46 @ UCB

47. Exercises on Creator, etc. Example F Any PCC Core PFCs? no Any PCC recommended PFCs? yes: issuing body 710 2_ $a Schweizerische Nationalbank, $e issuing body. Schweizerische Nationalbank 47 @ UCB

48. Related WEMI RDA 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 48 @ UCB

49. Compilation of Expressions LC-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 49 @ UCB

50. Compilation of Expressions cont’d LC-PCC PS 26.1 Example: title and text in Spanish, with a separate section at the end containing all text translated into English Work AAP: 245 00 $a Ciudad positiva, aqu í Guayaquil. Analytical AAPs: 730 02 $i Container of (expression): $a Ciudad positiva, aqu í Guayaquil. 730 02 $i Container of (expression): $a Ciudad positiva, aqu í Guayaquil. $l English. 50 @ UCB

51. Exercises on related WEMI 51 @ UCB

52. Exercises on related WEMI Example 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 Also add 785 to bib record for earlier title 52 @ UCB

53. Exercises on related WEMI Example 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 53 @ UCB

54. Exercises on related WEMI Example C no linking entries needed Example D no linking entries needed Example E no linking entries needed 54 @ UCB

55. Exercises on related WEMI Example 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)36139621 776 08 $i Online version: $t Zahlungsbilanz der Schweiz. English $x 1661-1527 Also add 775 to bib records for other language editions 55 @ UCB

56. 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 56 @ UCB

57. Required Non-RDA and MARC Data cont’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 57 @ UCB

58. Full Record Examples OCLC 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 58 @ UCB

59. Full Record Examples Example 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 59 @ UCB

60. Questions? 60 @ UCB

61. 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! 61 @ UCB