RDA & CJK Materials
Workshop
Session 3 — Copy Cataloging:
Policies and issues
Prepared by
Jai-hsya Tsao,
Shi Deng
Copy Cataloging
Policies and issues
• OCLC Policy Statement
• Local Policy on Copy Cataloging
– LC Copy Cataloging Decisions
– Institutions implemented RDA
– Institutions not implemented RDA yet
• PCC Hybrid Record Policy
• Workflow, training, cataloging aids
• Q&A
OCLC Policy Statement (1)
http://www.oclc.org/us/en/rda/policy.htm
Copy Cataloging
• All except Continuing Resources: NOT to
edit a full-level master record to change it
from one set of rules to another.
– NOT to edit from RDA to AACR2
– NOT to edit from AACR2 to RDA
– OK to LOCALLY change from one to another
• Continuing Resources:
– OK to change from AACR2 to RDA, but not to
change it back to AACR2
• Non-AACR2/RDA: edit to either code
OCLC Policy Statement (2)
http://www.oclc.org/us/en/rda/policy.htm
Upgrade minimal-level or less than
minimal-level record
• OK to change from AACR2 to RDA, but not
to change it back to AACR2
Original cataloging:
• May contribute original cataloging either
using AACR2 or RDA code
• No duplicate or parallel record for record
already created according to either code
RDA record with missing elements
OCLC 694282642
Rec stat n
Type a
BLvl m
Desc i
010
040
066
020
020
042
050 00
ELvl
Form
Cont
Ills a
Entered 20101223
Srce
Audn j
Conf 0
Biog
GPub
LitF 1
Fest 0
DtSt s
2008427891
DLC ǂe rda ǂb eng ǂc DLC
ǂc $1
7540654260
9787540654269
pcc
PZ10.831.L5863 ǂb Y8 2004
Replaced 20101225101444.8
Ctrl
Lang chi
MRec
Ctry cc
Indx 0
Dates 2004
,
100
100
245
245
246
250
250
260
260
300
1
1
10
10
30
刘婧, ǂd 1985Liu, Jing, ǂd 1985宇宙岛学校 = ǂb Yuzhoudaoxuexiao / ǂc 刘婧著.
Yu zhou dao xue xiao = ǂb Yuzhoudaoxuexiao / ǂc Liu jing.
Yuzhoudaoxuexiao
第1版.
Di 1 ban.
广州市 : ǂb 广东教育出版社, ǂc 2004.
Guangzhou Shi : ǂb Guang dong jiao yu chu ban she, ǂc 2004.
133 pages : ǂb illustrations ; ǂc 21 cm.
No 336, 337 (optional)
& 338
490 0 魔域奇遇丛书
490 0 Mo yu qi yu cong shu
LC’s Policy/Practices
• Starting Jan. 2012
• What to copy to RDA (Textual Mono.)
– AACR2 copy to stay AACR2: OCLC full or
fuller level + LC internal Z-Processor
records
– RDA copy to stay RDA
– AACR2 copy to RDA: OCLC less than full,
language record not English
• Procedures on Converting AACR2 to RDA
Individual Institution’s Local
policy/Practices
• Accept an OCLC master record as is.
No attempt to change the record
according to the other code. E.g.
Columbia, UCSD, and Chicago.
• No change to the master record but
LOCALLY edit or derive an IR by
following one code only. E.g. All the
Brigham Young’s IR are RDA record.
Master record
OCLC 28646931
Rec stat c
Entered 19930818
Type a
ELvl I
Srce
Audn
BLvl m
Form
Conf 0
Biog
Cont b
GPub
LitF 0
Desc a
Ills ab
Fest 0
DtSt s
Replaced 20110414120354.6
Ctrl
Lang chi
MRec
Ctry si
Indx 0
Dates 1962
010
63002063
040
DLC ǂc OUN ǂd COO ǂd OCL ǂd HMY ǂd UBY
066
ǂc $1
043
a-my--050 04 DS598.N4 ǂb Y4 1962
090
ǂb
049
CGUA
,
No ǂe rda
100 1 顏清湟.
100 1 Yan, Qinghuang.
245 10 森美蘭史 / ǂc 顏清湟著 = A history of Negri Sembilan / by Yen
Ching Hwang.
245 10 Senmeilan shi / ǂc Yan Qinghuang zhu = A history of Negri
Sembilan / by Yen Ching Hwang.
246 31 History of Negri Sembilan
260
星洲 : ǂb 星洲世界書局 = The World Book Co, Ltd., ǂc 1962.
260
Xingzhou : ǂb Xingzhou shi jie shu ju = The World Book Co,
Ltd., ǂc 1962.
300
490 1
490 1
223 p. : ǂb ill., map ; ǂc 22 cm.
馬來亞分州史叢書
Malaiya fen zhou shi cong shu
504
Includes bibliographical references: (p. 217-220)
UBY’s RDA record
•
•
•
•
•
OCLC 712650073
Rec stat c
Entered 20110414
Type a
ELvl K
Srce
Audn
BLvl m
Form
Conf 0
Biog
Cont b
GPub
LitF 0
• Desc i
Ills ab
Fest 0
•
010
•
040
•
•
•
•
•
•
066
ǂc $1
043
a-my--050 04 DS598.N4 ǂb Y4 1962
079
ocm28646931
090
ǂb
049
UBYA
DtSt s
Replaced 20120118113258.6
Ctrl
Lang chi
MRec
Ctry si
Indx 0
Dates 1962
63002063
DLC ǂc UBY ǂd COO ǂd OCL ǂd HMY ǂd UBY
ǂe rda
,
100 1
顏清湟, ǂe author.
100 1
Yan, Qinghuang, ǂe author.
245 10 森美蘭史 / ǂc 顏清湟著 = A history of Negri Sembilan / by Yen Ching
Hwang.
245 10 Senmeilan shi / ǂc Yan Qinghuang zhu = A history of Negri Sembilan / by
Yen Ching Hwang.
246 31 History of Negri Sembilan
260
星洲 : ǂb 星洲世界書局 = The World Book Co, Ltd., ǂc 1962.
260
Xingzhou : ǂb Xingzhou shi jie shu ju = The World Book Co, Ltd., ǂc
1962.
300
336
337
338
illustrations, map ; ǂc 22 cm.
text ǂ2 rdacontent
unmediated ǂ2 rdamedia
volume ǂ2 rdacarrier
223 pages : ǂb
490 1
490 1
馬來亞分州史叢書
Malaiya fen zhou shi cong shu
504
Includes bibliographical references: (pages 217-220).
Report on the PCC Task Group
Hybrid Bibliographic Records (1)
http://www.loc.gov/catdir/pcc/Hybrid-Report-Sept2011.pdf
• General guidelines for the general
cataloging public to manage the
maintenance of bibliographic records
during the transition period from AACR2 to
RDA. The transition period is scheduled to
end some time during the first quarter of
2013. PCC Day One for RDA Bibliographic
Records will vary from library to library.
Report on the PCC Task Group
Hybrid Bibliographic Records (2)
http://www.loc.gov/catdir/pcc/Hybrid-Report-Sept2011.pdf
• 6 specific guides for PCC work on RDA and
AACR2 records for monographic,
continuing and integrating resources
–
–
–
–
–
–
Enhancing
Enhancing
Enhancing
Enhancing
Enhancing
Enhancing
records
and
and
and
and
and
and
editing
editing
editing
editing
editing
editing
RDA monograph records
non-RDA monograph records
RDA serial records
non-RDA serial records
RDA integrating resource records
non-RDA integrating resource
Report on the PCC Task Group Hybrid
Bibliographic Records (3)
http://www.loc.gov/catdir/pcc/Hybrid-Report-Sept-2011.pdf
• Hybrid bib. Record might have headings
reflecting one set of rules and bibliographic
description a different set of rules (RDA headings
but AACR2 description); or adding MARC 21 RDA
elements to existing AACR2 records (E.g. adding
336,337,338 or relationship designators to
AACR2 records)
• Not remove valid AACR2 elements or valid RDA
elements when enhancing records (not redescribing)
• If record is not wrong, leave it alone
AACRII record with RDA elements (1)
OCLC 754846527
Rec stat c
Entered 20110927
Type a
ELvl I
Srce d
BLvl m
Form
Conf 0
Cont
GPub
Replaced 20111004230848.7
Audn
Ctrl
Lang chi
Biog
MRec
Ctry ch
LitF 0
Indx 0
Desc a
040
066
020
020
050
Ills a
Fest 0
DtSt s
ZQP ǂc ZQP ǂd WAU
ǂc $1
9789862167304 (pbk.) : ǂc $22.50
9862167300
4 DS799.24 ǂb .Z436 2011
100 1
趙星, ǂd 1986- ǂe author.
100 1
Zhao, Xing, ǂd 1986-
Dates 2011
No ǂe rda
ǂe author.
245 1 0 從北京到台灣 : ǂb 這麽近, 那麽遠 / ǂc 趙星著.
.
,
AACRII record with RDA elements (2)
245 1 0
Zhao
250
250
260
260
gong
Cong Beijing dao Taiwan : ǂb zhe me jin, na me yuan / ǂc
Xing zhu.
第1版.
Di 1 ban.
台北市 : ǂb 天下遠見出版股份有限公司, ǂc 2011.
Taibei Shi : ǂb Tian xia yuan jian chu ban gu fen you xian
si, ǂc 2011.
300
490
490
500
600
600
651
830
830
255 pages : ǂb illustrations (some color) ; ǂc 22 cm.
生活風格 ; ǂv 33
Sheng huo feng ge ; ǂv 33
Essays.
趙星, ǂd 1986- ǂx Travel.
Zhao, Xing, ǂd 1986- ǂx Travel.
Taiwan ǂx Description and travel.
生活風格 (天下遠見) ; ǂv 33.
Sheng huo feng ge (Tian xia yuan jian) ; ǂv 33
1
1
14
10
0
0
0
Issues:
• Workflow/Procedure changes?
• Training:
– In-house Training or outside trainer
– RDA training recording
• Cheat sheet & other references:
Columbia, UCSD, Brigham Young, etc.
RDA for Copy Catalogers
Brigham Young (1)
•
•
•
•
•
•
•
•
•
•
•
•
•
ISBD bracketing: 260 $a[Washington, D.C.] :$b[G.P.O?] :$c[2009?]
ISBD ending punctuation: if an abbreviation at the end of an element
ends w/full stop, full stop for ISBD punctuation also (ed..)
Inaccuracies transcribed as found
Other fields added as necessary to describe item
No abbreviations unless that’s how it’s found on the source
Desc: i
040: $b eng $e rda
100: $e author (or $e composer, etc.)
245: Statement of responsibility: transcribed as found on source (include
phrases), no limit on how many
250: Edition statement: transcribe as found (use only abbreviations found
in the source)
260: Publication information: transcribe as found.
Copyright date will use symbol
300: Physical description: “cm” is symbol (not spelled out); abbreviations
for dimensions and duration [Note: because “cm” is considered a symbol it
RDA for Copy Catalogers
Brigham Young (2)
•
•
•
•
•
•
•
•
is not followed by a period unless the period is for ISBD punctuation. This
occurs only when there is a 490 field in the record.]
Extent examples: 1 audio disc [AACR2 had “1 sound disc”]; 1 online
resource; 3 microfiches; 2 microfilm reels; 5 microscope slides; 1
overhead transparency; 6 cards; 2 videodiscs; 1 videocassette
No abbreviations, no bracketing for unnumbered pages, use
“approximately” (not “ca.”), use “that is” (not “i.e.”); no recording both
bibliographic and physical volumes (“5 volumes” not “8 v. in 5”)
Content type, media type, and carrier type are entered in an RDA record
in 336, 337, and 338. This is an example for a printed book with text
content:
336: text|2rda content
337: unmediated|2rda media
338: volume|2rda carrier
490,: Series transcription: no abbreviations; no rule to substitute arabic
numerals for roman
830: Series authorized form: Enter form of title and numbering pattern as
instructed in the authority record.
Columbia University (1)
•
MPS Cataloging and Acquisitions Staff:
•
The cataloging rules currently in use (AACR2) are going to be superseded
by a new set of rules called RDA (Resource Description and Access). They
will affect mostly rules for description and access but will also affect
subjects to some degree as well. RDA is intended to be more user and
computer friendly and be applicable internationally.
•
Starting October 1st RDA rules are going to be tested and Columbia was
chosen as one of the testing sites. The test records are going to appear in
OCLC and even though the test period ends in December 2010 some
libraries may decide to continue to contribute RDA records to OCLC. A
decision whether to implement the RDA rules nationwide will be made and
announced in the summer of 2011. As a result OCLC will continue to have
records cataloged under both sets of rules for some time to come.
•
Records created using RDA rules may be encountered in OCLC and these
introductory guidelines are intended to help staff recognize them. All such
records will have $e RDA in the 040 field. Accept RDA cataloging found
in OCLC as any other standard level cataloging. Do not try to revise RDA
Columbia University (2)
records to AACR2. For example, some descriptive fields will look different
from the ones we are using now:
•
1. Terms such as author” “editor” “actor” “director” “host institution”, etc.
may follow personal or corporate name headings on records.
•
•
•
100 1# $a Coelho, Paulo, $e author
700 1# $a Clarke, Alan $q (Alan R.), $e translator
110 2# $a Columbia University. $b Rare Book and Manuscript Library, $e
host institution.
•
2. [Place of publication not identified] : [publisher not identified]
in place of [S. l. : s. n.]
•
3. 200 pages in place of 200 p.
•
volumes in place of v. for multi-volumes works in 300 fields
Columbia University (3)
•
4. The GMD [General Material Designator] in the field 245 is going
to become obsolete. That is, the 245 field on an RDA record will no
longer have $h electronic resource, or $h videorecording, etc. to
differentiate the item from a printed book. When selecting an RDA record
for ordering or cataloging for example, staff will need to examine the 300
field as well as three new fields (336-338) carefully to determine the
format of a record. The following examples show the difference in the 300
fields between a printed book and electronic versions. Note the terms
computer and online resource in fields 337 and 338 in addition to the 300
field for an e-book record and the terms two dimensional moving image
and videodisc for a video record.
•
Book example:
•
300 $a 86 pages, 21 unnumbered pages : $b illustrations, 1 folded
map ; $c 24 cm.
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
•
•
•
Columbia University (4)
•
E-book example:
•
•
•
•
300:
336:
337:
338:
•
•
•
•
•
•
•
•
Video example:
300:
336:
337:
338:
$a
$a
$a
$a
$a
$a
$a
$a
1 online resource (379 pages)
text $2 rdacontent
computer $2 rdamedia
online resource $2 rdacarier
1 DVD (85 min.)
two dimensional moving image
mediated $sredamedia
videodisc $srdacarrier
If you have any questions consult your supervisor. Application of RDA is
still a work in progress – additional discussions will be forthcoming as we
learn more.
References
• OCLC’s policy:
http://www.oclc.org/us/en/rda/policy.htm
• LC’s policy:
http://www.loc.gov/aba/rda/
• PCC Report on Hybrid Bibliographic
Records:
http://www.loc.gov/catdir/pcc/HybridReport-Sept-2011.pdf
Session 3: Copy Cataloging:
policies and issues
Questions?