Teaching RDATrain-the-trainer course for

RDA: Resource Description and AccessPresented 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/

- RDA instructions based on AACR2 rules- FRBR/FRAD structure- Attributes and Relationships- Online tool- Transcription instructions- Content, Media and Carrier types

Modules 1 to 5Recap

Module 6 Attributes of Manifestations &

Items RDA Section 1

Understand structure and contents of Section 1 of RDA

Identify and record the attributes of Manifestation and Items

Learning Outcomes

Activity

AttributesMANIFESTATION (core elements) ITEM

Title (of Manifestation) 2.3 Item identifier(eg Call number, barcode) 2.19

Statement of responsibility 2.4 Item access restrictions 4.4, 4.5

Edition/Issue 2.5 Provenance 2.17

Numbering of serials 2.6 Marks/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 2.10 Treatment information

Physical description (Extent, dimensions, carrier characteristics). NOT illustrations 3.4-3.6

Manifestation identifier (eg ISBN) 2.15

Series statement 2.12

Section 1Overview

• Chapter 1: General guidelines• Chapter 2: Identifying Manifestations and

Items• Chapter 3: Describing carriers• Chapter 4: Providing acquisition and access

information• MARC Bibliographic record.

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

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

• General Specific

Section 1Chapter 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

Section 1, Chapter 11.1 Terminology

Key Terms• Resource

– Manifestation or Item

• Mode of issuance– Single unit, multipart mono, serial, etc.

• Type of description• Work, Expression, Manifestation, Item

Section 1, Chapter 11.2 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

Section 1, Chapter 11.3 Core elements

• Manifestation elements only

• All Item elements non-core

• Check local policies

Section 1, Chapter 11.4 Language and

scriptEITHER• As on the resource

– Most Manifestation elements

OR• As preferred by the agency

– Some Manifestation elements– All Item elements

Section 1, Chapter 11.5 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

Section 1, Chapter 11.6 Changes

requiring a new description

• Change in mode of issuance• Change in title proper• Change in edition statement• Change in Media type

Section 1, Chapter 11.7 Transcription

• Capitalisation, abbreviation, punctuation, diacritics, etc.

• Appendices– A. Capitalisation– B. Abbreviations

• “Transcribe” vs. “record”

Order of elements?

• Content standard – no instruction on data presentation

• Appendix D – ISBD standard– Minimal changes (see Module 5)

• RDA/MARC Mappings (Tools Tab)

Section 1Chapters 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

Section 1Chapter 2

• 2.1 Basis for the identification of the resource

• 2.2 Sources of information

Section 1, Chapter 22.1 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

Section 1, Chapter 2Sources 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

Section 1, Chapter 2Sources of

information• Preferred source

• any part of the resource

• [Outside sources of information]

• Prescribed sources

Square brackets

Square brackets

Square brackets

Section 1, Chapter 2Title

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)

Section 1, Chapter 2Title

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)

Section 1, Chapter 2Title 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 conventionsAdapted from RDA Test at LC: June 2010 -- Module 2

Section 1, Chapter 2Title Proper

245 1 0 $a Killers in Eden :$b...

Section 1, Chapter 2

Section 1, Chapter 22.4 Statement of

responsibilityCore• 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

Section 1, Chapter 22.4 Statement of

responsibility

Source: Changes from AACR2 to RDA: A comparison of examples / Adam L. Schiff

Section 1, Chapter 22.4 Statement of

responsibility

Source: Changes from AACR2 to RDA: A comparison of examples / Adam L. Schiff

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 22.4 Statement of

responsibility

Section 1, Chapter 22.5 Edition

• Transcribe as found – abbreviate only if abbreviated in source

• Music presentation statements are edition statements in RDA

Section 1, Chapter 22.5 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.

Section 1, Chapter 22.7 – 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

Section 1, Chapter 22.7-2.10

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

Section 1, Chapter 22.7-2.10

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!

Section 1, Chapter 22.11 Copyright

• RDA - Separate element• Separate MARC 264, 2nd 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”

Section 1, Chapter 22.8 - 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.

Section 1, Chapter 22.15 Identifier for the Manifestation

• ISBN, ISSN, ISMN etc. (as in AACR2)

Also:• URN (though not URL)*• Publisher, government publication, archival,

etc. numbers

Section 1, Chapter 22.15 Identifier

020 # # $a 9780980619089245 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.

Section 1, Chapter 2Other 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

Section 1, Chapter 2Notes

• 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

Section 1, Chapter 2Notes

• Many AACR2 “notes” now RDA “elements”Eg• Acquisition and Access Chapter 4• Content Chapter 7• Some still in MARC 5XX

Section 1, Chapter 2Exercise

Section 1Chapter 3

• Media, Carrier types

• Dimensions

• Other physical details

RDA Test at LC: June 2010 -- Module 2

Section 1, Chapter 3Section 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

RDA Test at LC: June 2010 -- Module 2

Section 1, Chapter 33.2 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)

RDA Test at LC: June 2010 -- Module 2

Section 1, Chapter 33.3 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)

RDA Test at LC: June 2010 -- Module 2

Section 2, Chapter 66.9 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

Content, Media and Carrier

MARC 336-338

Killers in Eden

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

Section 1, Chapter 33.4 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

Section 1, Chapter 3Recording extent

General instructions 3.4.1Give 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

Section 1, Chapter 3Recording 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

Section 1, Chapter 3Recording 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

Section 1, Chapter 3Recording 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

extentAdapted from RDA Test at LC: June 2010 -- Module 2

Section 1, Chapter 3MARC 300 $a, 336-

338 examples

RDA Test at LC: June 2010 -- Module 2

Book (Killers in Eden):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

Section 1, Chapter 3MARC 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 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

Section 1, Chapter 3MARC 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 resource336 $a text $2 rdacontent336 $a cartographic image $2 rdacontent336 $a still image $2 rdacontent337 $a computer $2 rdamedia338 $a online resource $2 rdacarrier

Or repeat subfield $a in 336 field:336 $a text $a cartographic image $a still image $2 rdacontent

Section 1, Chapter 33.5 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

Section 1, Chapter 33.5 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

Exercise

Section 1, Chapter 3Other 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

Section 1Chapter 4

• Manifestation and Item elements• Acquisition and access information

– Terms of availability– Holdings– Access restrictions

• Non-core

Section 1Summary

Choosing- Type of description Mode of issuance

Identifying-Sources of information

Recording- Title properStatement of responsibilityEditionPublication statementCopyright dateIdentifiersContent, Media and Carrier typesExtentDimensions