RDA MODULE 2
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Prepared by Linda Woodcock
Technical Services Librarian
Kwantlen Polytechnic University, Surrey, B.C.
RDA MODULE 2
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This module was created with reference to the
Report of the PCC Post-Implementation Hybrid
Bibliographic Records Guidelines Task Group
submitted October 15, 2012 (Minor revisions
February 25, 2013)
and the
OCLC RDA Policy Statement
Effective March 31, 2013
RDA Module 3
 How do I edit an AACR2 record if we have
adopted RDA?
 How do I edit an RDA record if we are still
using AACR2?
 Which edits are critical?
 Which edits are needed for access?
 What should NOT be changed?
RDA MODULE 2
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
What policies will be in place in shared
databases?
◦ OCLC policy
◦ Regional union catalogues

What policies will be in place at the local
level?
◦ Will your library adopt RDA on Day 1?
◦ Will your library accept AACR2 copy as is or edit to
add RDA elements?
◦ Will your library convert authorized access points to
RDA form? Or wait for batch processing?
RDA MODULE 2
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
New policy statement in effect March31st 2013
http://www.oclc.org/ca/en/rda/new-policy.htm

The new policy was based on this discussion paper:
“Incorporating RDA practices into WorldCat” (Apr. 2012):
http://www.oclc.org/us/en/rda/discussion.htm

OCLC will NOT REQUIRE members to catalogue
according to RDA
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


If a record already exists in either RDA or
AACR2 do not create another record using
the other code
Do NOT edit a full-level master record from
one set of rules to another
If the record is minimal-level you may change
the record from AACR2 to RDA when
upgrading
RDA MODULE 2
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
Why not create a new record if the one found
is not using the same standard as your own
library?
◦ Prevent the addition of duplicates to a shared
database
◦ Avoid duplication of effort going from one code to
another
◦ Save time and money
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
Why not edit an AACR2 record to conform to
RDA?
◦ Important to be able to identify the rules under
which the record was created
◦ Important to be able to compare records created
with AACR2 to those created using RDA
◦ Save time and money
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
PCC Task Group on Hybrid records concludes
◦ There are already many hybrid records in our
databases
 AACR1
 Major Revisions to AACR2 over 30 years created many
variants in description
 PCC Standard records were a departure
◦ Hybrid records create no harm
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




Enhancing access should be the focus
Ensure description is accurate, regardless of
which content standard was used
Add but do not take away
Correct errors but do not change the form of
transcription to another convention
Authorized access points must be RDA
compatible
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When adapting pre-RDA copy you have three
basic choices:
1) Leave the copy as it is, in its pre-RDA state.
2) Add some RDA elements without changing
the whole record, thus creating a hybrid.
3) Re-describe the resource to result in a
record that is fully RDA.
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



Describes the result of adding RDA elements to
existing AACR2 records
The description as a whole has not been
altered to conform with RDA guidelines
The record is still coded as descriptive form ‘a’
AACR2
Authorized access points are compatible with
RDA
RDA MODULE 2
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Consider creating a hybrid when:


There are elements that need to be added, but
you don’t want to do a complete re-description
You want to enrich the record with RDA
elements such as content/media/carrier,
relationship designators, etc.
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Consider re-describing a record when:
 The existing record is minimal or substandard and
you want to create a more complete or higher level
record.
 You need to make extensive changes to an existing
record because of changes in a new iteration of the
resource.
 Doing so will enhance discoverability and
identification of the resource.
 You are sufficiently trained in RDA to re-describe
RDA MODULE 2
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
Local decision

Report the desired change to your utility?

Added value for end users

Other fields may need editing:
◦ Input standards for local system and utility
◦ Consistent limiting by content type
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
Do not edit records solely to conform to new
standard

Do not delete data unless it is incorrect

Make changes that affect access to the record

Records may contain a mix of old and new
practices
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



Leader position 18 descriptive cataloging form
Do not add $e RDA to 040
Do not change choice of entry if it is valid
under AACR2
Do not remove valid AACR2 elements or valid
RDA elements when enhancing records
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




Add available detail to fixed fields
Add additional names in statement of
responsibility
Add additional 264 to account for changes in
integrating resource and serial publications
Add 336/337/337
Add relationship designators
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


Ensure forms in 1XX 7XX conform to RDA
Do not add Family name as creator as this
was not an option in AACR2
OK to add additional access points
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
Generally leave the title as is
◦ Do not alter use of [sic] or [ie]
◦ Do not alter capitalization

OK to add additional names to the statement
of responsibility for keyword access
RDA MODULE 2
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

Do not spell out abbreviated words
Do not transcribe numerals that have
prescribed abbreviations in AACR2
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
Latin abbreviations "S.l." or "s.n."
◦ May change to "Place of publication not identified"
and "publisher not identified".
◦ It is ok to leave them in the record. These are
prescribed Latin abbreviations in AACR2.

May convert 260 to 264 if desired or add
additional 264 as applicable
◦ Several caveats around retention of AACR2
conventions in this field. Refer to guidelines for 264
RDA MODULE 2
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


Do not add places that are not required in AACR2
Do not remove larger jurisdictions not on the
source of information, or ‘corrections’ to the
place
Do not remove abbreviations to places or
publisher names found on the source of
information, however, you may spell out
abbreviations if you are confident the word was
spelled out on the source

Do not replace a supplied date of publication.
Some dates are used interchangeably in AACR2
and are different elements in RDA
RDA MODULE 2
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


Correct any errors
OK to spell out abbreviations
Do not remove brackets which indicate
unnumbered pages
RDA MODULE 2
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Full level AACR1 record
010
41001629
040 RIU $c RIU $d OCLCQ $d OCLCG $d CLU $d UKMGB
016 7 007546288 $2 Uk
043 e-uk-en
050 04 NA5463 $b .B33 1940a
082 726.0942
049 K6UA
100 1 Batsford, Harry.
245 14 The greater English church of the middle ages, $c by Harry Batsford and
Charles Fry; illustrated from photographs, plans, diagrams & early sources.
260 New York, $b Scribner; $a London, Malvern Wells, $b B.T. Batsford, $c
[1940]
300 viii, 136 p. $b col. front., illus., plates (part col.) $c 22 cm.
490 0 [The English countryside series]
650 0 Church architecture $z England.
650 0 Cathedrals $z England.
700 1 Fry, Charles, $d 1903- $e joint author.
RDA MODULE 2
Full level AACR2 record
010
2012008656
040 DLC $b eng $c DLC $d YDX $d BTCTA $d YDXCP $d BDX $d BWX
020 9781610911924 (pbk.)
042 pcc
043 n-us--050 00 GE195 $b .C74 2012
082 00 363.7/0525 $2 23
084 NAT011000 $a SEL031000 $2 bisacsh
245 00 Cooler smarter : $b practical steps for low-carbon living : expert advice
from the Union of Concerned Scientists / $c Seth Shulman ... [et al.].
260 Washington, DC : $b Island Press, $c c2012.
300 xii, 321 p. : $b ill., map ; $c 23 cm.
504 Includes bibliographical references and index.
650 0 Sustainable living $z United States.
650 0 Environmental protection $z United States $x Citizen participation.
700 1 Shulman, Seth.
710 2 Union of Concerned Scientists.
RDA MODULE 2
Full level RDA Record
040 MZB $b eng $c MZB $e rda $d MZB
043 n-us-mt
082 04 577.68 $2 23
100 1 Vance, Linda K. $q (Katherine), $e author.
245 10 Assessing the natural range of variability in minimally disturbed wetlands across
the Rocky Mountains : $b the Rocky Mountain ReMAP project / $c prepared for the
U.S Environment Protection Agency ; prepared by Linda Vance, Karen Newlon,
Joanna Lemly and George Jones.
260 Helena, MT : $b Montana Natural Heritage Program, $c 2012
300 1 online resource : $b maps, photos (chiefly colored), PDF
336 text $2 rdacontent
337 computer $2 rdamedia
338 online resource $2 rdacarrier
700 1 Newlon, Karen Rachel, $e author.
700 1 Lemly, Joanna, $e author.
700 1 Jones, George, $e author.
710 1 United States. $b Environmental Protection Agency, $e author.
710 2 Montana Natural Heritage Program.
856 40 $u http://wayback.archive-it.org/499/20120628173612
/http://mtnhp.org/reports/ReMAP.PDF
RDA MODULE 2
Did the CIP start as RDA or AACR2?
Upgrade according to the rules that were used
to create the CIP
OR
Upgrade AACR2 CIP to RDA
DO NOT upgrade RDA CIP to AACR2
RDA MODULE 2
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An AACR2 CIP record
010
020
020
040
042
050 00
082 00
245 00
250
260
263
300
500
650 0
700 1
2012005419
9780073532240 (hard copy : alk. paper)
007353224X (hard copy : alk. paper)
DLC $b eng $c DLC
pcc
QH308.2 $b .B564445 2014
570 $2 23
Biology / $c Robert J. Brooker ... [et al.].
3rd ed.
New York, NY : $b McGraw-Hill, $c c2014.
1301
p. cm.
Includes index.
Biology $v Textbooks.
Brooker, Robert J.
RDA MODULE 2
An RDA CIP record
000
008
010
040
020
100 1
245 10
260
263
300
336
337
338
504
600 10
600 10
600 10
******am*******8a*****
111202s2012 mdu b 001*0 eng d
2011049673
DLC $e rda $b eng $c DLC
9781611475197 (cloth : alk. paper)
Cernuschi, Claude, $d 1961Barnett Newman and Heideggerian philosophy / $c Claude Cernuschi.
Lanham, Md. : $b Rowman & Littlefield Pub., $c 2012.
1203
pages cm
text|2rdacontent
unmediated|2rdamedia
volume|2rdacarrier
Includes bibliographical references and index.
Newman, Barnett, $d 1905-1970 $x Aesthetics.
Newman, Barnett, $d 1905-1970 $x Criticism and interpretation.
Heidegger, Martin, $d 1889-1976 $x Influence.




Do not add gmd to an RDA record
Do not remove the gmd from an AACR2 record
OCLC will delay the removal the gmd from all
Worldcat records until 2016
Locally, libraries may opt to continue to use the
gmd if their ILS systems cannot provide other
cues to the format
RDA MODULE 2
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
PCC Hybrid Record Guidelines Task Group final
report
http://www.loc.gov/aba/pcc/rda/RDA%20Task%20groups%2
0and%20charges/PCC-Hybrid-Bib-Rec-Guidelines-TGReport.docx

OCLC Policy Statement on RDA Cataloging
http://www.oclc.org/ca/en/rda/new-policy.htm
RDA MODULE 2
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