Christee Pascale, Associate Head, Metadata & Catloging Jacquie Samples, Continuing & Electronic Resources Librarian North Carolina State University Libraries September 8-10, 2010 RDA Training: Day Three

Day Three Program Dates for Multipart Monographs, Serials and Integrating Resources Series Statement Serial Numbering Notes in the RDA Bibliographic Record MARC Encoding for US RDA Test Wrap-Up Training for the RDA Test: Our Next Steps

Date of Publication for Multipart Monographs, Serials, and Integrating Resources RDA 2.8.6

Recording Dates (RDA ) If the first issue, part, or iteration of a multipart monograph, serial, or integrating resource is available, record the date of publication of that issue, part, or iteration, followed by a hyphen. RDA translated: record numbering from first issued piece, when possible If publication of the resource has ceased or is complete and the first and last issues, parts, or iterations are available, record the dates of publication of those issues, parts, or iterations, separated by a hyphen. RDA translated: record numbering from last issued piece, when possible

Recording Dates (continued) If publication of the resource has ceased or is complete and the last issue, part, or iteration is available, but not the first, record the publication date of the last issue, part, or iteration, preceded by a hyphen. 260 __ …, $c –1997. For an integrating resource, supply the date of the last update if it is considered to be important. 260 __ …, $c 1995–1998 [updated 1999] (where first and last published iterations of an updating loose-leaf are available; date of last update known)

Same Date for Everything? If the date of publication is the same for all issues, parts, or iterations, record only that date as the single date. 260 __ …, $c 1997.

No Date Available? Supply an approximate date or dates of publication. [1998]- (Earliest issue available: v. 1, no. 3, July 1998) 1997-[2000] (Last part not available but information about ending date known.) [ ] (First and last issues not available but information about beginning and ending dates known.)

No clue about date? If the first and/or last issue, part, or iteration is not available, supply an approximate date or dates of publication If date or dates cannot be approximated, do NOT record date(s) of publication: Multi-part resources, use “[date of publication not identified]” Single part monographs, use “[date of publication not identified]” Tillett, Barbara B. and Judith A. Kuhagen. American Library Association Midwinter Meeting. Boston, MA. 15 January RDA Test “Train the Trainer” Module 3.

Series Statement (RDA 2.12)

Title proper of series and subseries RDA and Title proper of series = “the chief name of a series (i.e., the title normally used when citing the series)” Series added entry (830 field) Title proper of subseries = “chief name of a subseries (i.e., the title normally used when citing the subseries)” Series added entry (830 field) Tillett, Barbara B. and Judith A. Kuhagen. American Library Association Midwinter Meeting. Boston, MA. 15 January RDA Test “Train the Trainer” Module 3.

Title proper of series and subseries Source for title proper of series is whole resource Sources for title proper of subseries are (in order of preference): the series title page another source within the resource itself (see RDA 2.2.2) one of the other sources of information specified under Requires note Basic instructions on recording titles in RDA Tillett, Barbara B. and Judith A. Kuhagen. American Library Association Midwinter Meeting. Boston, MA. 15 January RDA Test “Train the Trainer” Module 3.

Numbering within series and subseries RDA and Numbering within series = “a designation of the sequencing of a part or parts within a series” 490/830 $v Numbering within subseries = “a designation of the sequencing of a part or parts within a subseries” 490/830 $v Tillett, Barbara B. and Judith A. Kuhagen. American Library Association Midwinter Meeting. Boston, MA. 15 January RDA Test “Train the Trainer” Module 3.

Numbering within series and subseries Source for numbering of series is the whole resource (RDA ) Sources for numbering of subseries are (in order of preference): the series title page another source within the resource itself (see RDA 2.2.2) one of the other sources of information specified under Requires note Guidelines are generally the same as those for Numbering of serials Tillett, Barbara B. and Judith A. Kuhagen. American Library Association Midwinter Meeting. Boston, MA. 15 January RDA Test “Train the Trainer” Module 3.

Numbering of Serials RDA 2.6

General instructions Transcribe terms and months as they appear on resource (RDA 2.6.1, 1.7). Record numerals as they appear on resource (RDA 1.8.2) _ $a Volume X, number _ $a January Substitute numerals for numbers expressed as words _ Began with: Volume 1. (when issue says “volume one”) Tillet, Barbara B. and Judith A. Kuhagen. “RDA Test ‘Train the Trainer’ Module 3.” Microsoft Powerpoint file.

Ordinal numbers(RDA 1.8.5) Record ordinal numbers as numerals in the form 1 st, etc _ Began with: 1 st (when issue says “First”) When recording ordinal numerals taken from a source in a language other than English, Chinese, Japanese, or Korean, record them as numerals, following the usage of the language if ascertainable. French: 1 er, 1 re, 2 e, 3 e German: 1., 2., 3., etc.

Numeric/alphabetic designation For alternative designation (i.e. parallel numbering), record as instructed, preceded by an equals sign. (RDA , D ) 362 1_ Began with: Volume 10 = number 40 If the first issue or part of a sequence lacks numbering, supply a numeric/alphabetic designation based on the pattern and enclose it in brackets (RDA , 2.2.4, LCPS 2.2.4). Complex or irregular numbering should also be noted in the 515 field (RDA ).

Chronology Transcribe months as they appear on resource (RDA , 1.7) _ Began with: January _ Began with: Jan _ Began with: OCT _ Volume 1, number 1 (January 2010) _ V. 1, n. 1 (January 2010)-

More on Chronology Substitute a slash for a hyphen if the first and/or last issue covers multiple years (RDA exception) : Example: Issue says: _ Began with: 2009/2010 If designation consists of a year and a number that is part of the year, record the year before the number (RDA ). Example: Issue says : _ Began with:

One more thing on designations When both numeric/alphabetic AND chronological designations are present, enclose the date in parentheses at the end of the note (RDA D ) _ Began with: Volume 1, number 1 (January 2010)

“New series” Include wording that denotes a new sequence in numbering. If not supplied, add “new series” in brackets before enumeration. (RDA , 2.2.4, LCPS 2.2.4). Example: 362 0_ Volume 1, number 1 (January 1980) – volume 30, number 12 (December 2010); new series volume 1, number 1 (January 2011) -

Numbering within Series (RDA )

Numbering within Series If a book has numbering within the series, transcribe that in 490 $v from any source in the book (RDA ) Transcribe numbers, letters, other characters, dates, and caption terms as they appear in source (RDA , RDA , RDA 1.8.2, LCPS 1.8.2) Do not capitalize a term that is part of the numbering within a series (RDA ) or subseries (RDA ) unless the guidelines given under A.10-A.55 applicable to the language involved require capitalization. Capitalize other words and alphabetic devices according to the usage on the resource (A.7). Substitute a slash for a hyphen, as necessary, for clarity.

Exceptions to “Take What You See” in Series Statement Record words for numerals as arabic numerals (RDA1.8.3) 490 0_ … ; $v 100 (instead of “one hundred”) Record arabic numerals for ordinals expressed as words following the usage of a particular language (RDA 1.8.5, LCPS 1.8.5). 1 st = first Record both numeric and chronologic designation in $v, if present (RDA ) 490 0_ … $v volume 3, number 2 (September 1997)

More Exceptions If series numbering restarts each year, record the year first in $v, then the number (RDA ). Use square brackets to record an inferred series number on a book that lacks series numbering but gives numbering for other publications in the series (LCPS ). Include any wording to differentiate one sequence of numbering within the same series from another. (RDA , RDA 2.2.4) _ … ; $v new series, v _ … ; $v [3 rd series], no. 1

And still more … For multiple series numbers representing separate sequences for the same series, record all in the same 490 $v. (RDA ) _ … ; $v new series, 1 = 235 (where “new series, 1” is designated for a new sequence and “235” continues the old) Transcribe any numbering or date integrated within or grammatically linked to the title proper of the series as part of it (RDA , LCPS , RDA ) 490 1_ $aThe twentieth Buckendale lecture 830 _0 $aBuckendale lecture ; $v 20th Tillet, Barbara B. and Judith A. Kuhagen. “RDA Test ‘Train the Trainer’ Module 3.” Microsoft Powerpoint file.

Incorrect Series Numbering Any errors in series numbering should be transcribed uncorrected. Explain the correct series numbering in a note (RDA , RDA ). 500 __ $a Series numbering should read Bd. 25.

Numbering within Subseries Core element Transcribe the same way as for numbering within a series (RDA , RDA )

Notes in the RDA Bibliographic Record RDA 1.10

Notes and the RDA Record AACR2RDA AACR2 is organized by format Notes are collocated within each chapter RDA is organized by FRBR and FRAD entities Notes are contextually organized throughout RDA

Notes … General Guidelines General Instructions RDA 1.10: “When the instructions in chapters 2-7 specify making a note, apply the general guidelines on capitalization, quotations, references, etc., given under ” Capitalize according to Appendix A Do not use abbreviations in notes Facsimiles and Reproductions RDA 1.11

Notes … Manifestations and Items RDA 2.20 Title, Statement of Responsibility Edition Numbering of Serials Production Statement Distribution Statement Manufacture Statement Copyright Date Series Statement Frequency Issue, Part, or Iteration Used as the Basis for Identification of the Resource

Notes … Describing Carriers RDA 3.21 RDA 3.22 Item-Specific Carrier Characteristic Local note (590 field) Note on Extent of Manifestation Notes on manifestation not recorded in extent Includes: describing various pieces, pagination, etc. Note on Dimensions of Manifestation Note on Dimensions of Item Note on Changes in Carrier Characteristics

Accompanying Materials Related manifestation A related manifestation is a manifestation related to the resource being described (e.g., a manifestation in a different format) RDA 27 MARC 300 Still given in $e preceded by a plus sign “+” Still give 500 note Create authorized access point to represent the relationship Relationships designator terms are given at RDA J.5.5: accompanied by (item) bound with (work)

Dissertation or Thesis Information Note Dissertation or Thesis Information (RDA 7.9) 502 field now has subfields: $a - Dissertation note (NR) $b - Degree type (NR) $c - Name of granting institution (NR) $d - Year degree granted (NR) If using multiple subfields, follow these guidelines in addition to those above. The thesis designation is omitted; it should not be input in ‡b or ‡g. Punctuation separating elements is omitted (no parentheses around the type of degree, no dash separating the type of degree and institution, and no comma separating the institution and date).

Dissertation or Thesis Information Note Example AACR2 502 $a Thesis (Ph. D.)--University of Louisville, RDA 502 $b Ph. D. $c University of Louisville $c 1997.

Notes … Authority Records Making Cataloguer's Notes Instructions on creating notes in authority records RDA 5.9 – Authorized access point RDA 8.13 – Authorized access point RDA 24.8 – Relationship data RDA 29.7 – Relationship data Making Cataloguer’s Notes are not applicable at NCSU

MARC Encoding for the US RDA Test Summary of new fields and subfields

Identifying RDA Records Bibliographic records Desc = i 040 $e RDA Authority Records 008/10 = value “z” 040 $e RDA

Changes to the Bibliographic Record Bibliographic level Single unit monograph = m Multipart monograph = m 006 (Additional material characteristics) Continue to code for some serials and some electronic resources $e (Relationship designator) Give term from RDA Appendix I

Changes to the Bibliographic Record, Continued 336 (Content Type) $a Content type term Give from RDA 6.9 $2 rdacontent 337 (Media Type) $a Media type term Give from RDA 3.2 $2 rdamedia 338 (Carrier Type) $a Carrier type term Give from RDA 3.3 $2 rdacarrier

More Changes to Bibliographic Record 490 $x (ISSN) If ISSN of both main and subseries are present on resource, give both 502 (Dissertation) $b Degree type $c Name of granting institution $d Year degree granted Use subfields $b, $c, $d if specific information is available If specific information is not available, give available information in a 500 note

Changes to the Bibliographic Record … The Last Slide 588 (Source of description) $a Source of description note Give information about: Issue, part, or iteration used for description Date online resource was viewed Always used in CONSER Standard Record $e (Relationship designator term) Give RDA Appendix I term $i (Relationship designator phrase) Give RDA Appendix J term Give $i as the first subfield 76X-78X $i (Relationship Information) Give RDA Appendix J term Give $i as the first subfield

Changes to the Authority Record 046 (Special coded dates) $f Birth date $g Death date $s Start period $t End period 370 (Associated place) $a Place of birth $b Place of death $c Associated country

Changes to Authority Records, Continued 371 (Address) $a Address $b City 372 (Field of activity) $a Field of activity $s Start period $t End period 373 (Affiliation) $a Affiliation $s Start period $t End period

Changes to Authority Records – We’re Almost Done 374 (Occupation) $a Occupation 375 (Gender) $a Gender 376 (Family information) $a Type of family $b Name of prominent member

… and Finally We’re not covering: 377 (Associated language) 380 (Form of work) 381 (Other distinguishing characteristics of work or expression) 382 (Medium of performance) 383 (Numeric designation of a musical work) 384 (Key) 5XX field

Wrap Up If you remember nothing else …

10 Things to Remember 1. User needs/user tasks 2. “Take what you see” 3. Work, Expression, Manifestation, Item 4. Core and Core If 5. Alternatives, optional omissions and optional additions 6. Fewer abbreviations 7. Content, Media and Carrier types 8. No more “rule of 3” 9. Sources of information expanded 10. Controlled vocabularies

The End

Our Next Steps Training for the RDA Test

What’s Next … Breakout Groups Phase one (all M&C staff): Simple book Multipart monograph Simple book with accompanying material Phase two (functional groups): MDQ CER Monographs

RDA Test Training One hour training closer to October 1 to cover details of the test: Institutional record creation Record creation timing Survey instruments Unique staff identifiers … and much more