“Bridge” Workshop presented by the SCT RDA Series Training Task Group RDA in NACO: Series “Bridge” Workshop presented by the SCT RDA Series Training Task Group Welcome to RDA in NACO for series, a “Bridge” Workshop. presented by the Standing Committee on Training RDA Series Training Task Group.

RDA in NACO Module 1 Introduction

SCT RDA in Series Training Task Group Carl Horne, chair (Indiana University) Mary Jane Cuneo (Harvard University) Julie Dyles (University of Georgia) Peter Fletcher (UCLA) Lisa Furubotten (Texas A&M University) Jenifer K. Marquardt (University of Georgia) Robert L. Maxwell (Brigham Young University) Melanie Polutta (Library of Congress) George Prager (New York University, Law) Steven Riel (Harvard University) Beth Thornton (University of Georgia) Our Task Group had many contributors from several institutions and was chaired by Carl Horne of Indiana University.

Why This Presentation? RDA Day 1 for Authorities RDA in NACO Training what it does/does not cover LC and controlled series access PCC and controlled series access This workshop RDA Day 1 for Authorities is defined as the point after which all new authority records entering the LC/NACO Authority File must be coded RDA and all access points on bibliographic records coded “pcc” must be RDA. Day 1 is March 31, 2013. The RDA in NACO Training modules (bridge version) were created at the Library of Congress and made available online in Spring 2012 to prepare independent NACO catalogers for RDA Day 1 for Authorities. While those modules provide all the basic knowledge needed for the transition to RDA authority work, they do not cover specialized materials (for example: law, music) or series. Within PCC, the appropriate communities have been invited to create supplementary training materials in these areas. On June 1, 2006, the Library of Congress implemented its decision not to create or update series authority records and not to provide controlled series access points in its bibliographic records for resources in series. PCC offers its members the option to continue to trace series and create series authorized access points in LC’s Name Authority File through NACO. Responsibility for series policy decisions and for series authority training now rests with PCC member institutions outside LC. In August 2012, the SCT RDA in Series Training Task Group was formed and charged to create training workshops for series authority work using RDA. This bridge training is the first one. We are also putting together a workshop for catalogers who have not done series authority work before.

This Workshop Supplements RDA in NACO Training (bridge) Complements it in style, format, organization, delivery: Online Freely available Self-paced Exercises/quizzes included This workshop supplements the RDA in NACO Training modules (bridge version) prepared at LC, and echoes its style, format, organization, and delivery: It is online Freely available Self-paced Includes exercises/quizzes throughout

This Workshop (2) Legacy sources: --Training materials for the PCC Series Institutes http://www.loc.gov/aba/pcc/naco/series/serieshp.html [Note: password protected] --AACR2 and LCRIs Familiar encoding scheme: --MARC21 Authorities Though its structure reflects RDA, it draws on these legacy sources. Though RDA may be used with a variety of encoding schemes, we present it here in MARC21.

“Bridge” Training Assumptions: You are an independent Series NACO cataloger in AACR2. You are comfortable with creating SAR’s in MARC. You have completed RDA in NACO Training (bridge version) for independent NACO Names contributors. This “bridge” training assumes that you are already proficient with series authority work using the previous standards: AACR2 and its LCRIs, MARC21 for Authorities, the LC Guidelines for MARC 21 Authority Records, and DCM Z1. It also assumes that you have completed the foundational RDA in NACO training modules, in its bridge version.

Goals Become familiar with the structure and language of RDA as it applies to series statements and series access points Learn to navigate RDA instructions and LC-PCC Policy Statements that pertain to series authority work Learn which aspects of series authority work have changed with RDA and which are the same So that you will Be able to create series authority records in MARC that follow RDA instructions and meet PCC/NACO standards The goals of this series bridge training are that you will Become familiar with the structure and language of RDA as it applies to series statements and series access points Learn to navigate RDA instructions and LC-PCC Policy Statements that pertain to series authority work Learn which aspects of series authority work have changed with RDA and which are the same So that you will Be able to create series authority records in MARC that follow RDA instructions and meet PCC/NACO standards

Series defined “A group of separate resources related to one another by the fact that each resource bears, in addition to its own title proper, a collective title applying to the group as a whole. The individual resources may or may not be numbered.” --RDA, Glossary (essentially the same as in AACR2, glossary) In RDA, series is defined exactly as it was in AACR2. The only difference is that the wording has been updated to reflect FRBR entities: “item(s)” has been changed to “resource(s).”

Series metadata: Overview AACR2 (and MARC21): Collected set bibliographic record Analytic bibliographic records including series data Series authority record RDA (with any encoding standard): Comprehensive description Analytic descriptions including series data Authorized access point for series For resources issued in series, libraries usually create metadata on two levels: comprehensive (for the series as a whole) and analytic (for each individual resource or part). AACR2 provided for 2 kinds of metadata: bibliographic and authority. RDA records metadata, then uses it to form authorized access points and variant access points. This is not just a change in vocabulary, but also in our way of thinking about metadata elements and how they interrelate. Our thinking about “records” will also change. For now, we still use the MARC format for encoding. It arranges the metadata into discrete records. Therefore, for practical purposes, the record-level structure of metadata as expressed in MARC21 hasn’t changed. Under AACR2, the series authority record has the same choice and form of entry as its corresponding collected set record. Under RDA, the authorized access point for a series will be the same as the authorized access point for its comprehensive description.

Series Treatment: 4 Types of Resources Monograph series (008/12 = a) Multipart monograph (008 = b) Series-like phrase (008 = c) Other (serials with issues that have analyzable titles) (008 = z) Under RDA, we will continue to transcribe series statements and create series authority records for these four different types of resources. Monograph series and analyzed serials have serial comprehensive descriptions. Multipart monographs have monographic comprehensive descriptions. Series-like phrases have no comprehensive descriptions; records for series-like phrases are created to save time for the cataloger. Although they are not mentioned in AACR2 or RDA, they are described in the LCRIs and the LC-PCC PS’s (2.12, 2.3.2.13, and 6.27.4), and they are valid in MARC21. Since they have proved useful, their place in the current metadata environment will need to be discussed.

A Time of Change PCC RDA policies are in flux Shared policy statements (LC-PCC PS): Frequently added, updated PCC and LC policies may differ You need to monitor PCC RDA activities via PCC lists or the PCC website Flexibility is essential Policy statements linked to the RDA instructions are being added and updated frequently. Called LC-PCC PS to reflect their shared nature, the statements include labeling to indicate where LC and PCC practices are the same and where they differ. An effort is made to keep LC and PCC policies congruent—but for series they diverge. Especially during this time when cataloging standards are rapidly evolving, we must be alert and stay informed.

Get Involved PCCLIST@LISTSERV.LOC.GOV ALA: ALCTS NASIG Bibliographic Framework Transition Initiative JSC/RDA It has always been true that PCC catalogers may step up and join the profession’s conversations; but for series authority work especially, future policy decisions and best practices will be made by catalogers at institutions beyond the Library of Congress. So—lend your voice to the PCCList; ask questions; join a task group; propose a revision; submit a position paper. Series are us.