Air Force, Navy & USMC Librarians' Training Workshop -- June 24, 2010 Judith A. Kuhagen Policy and Standards Division Library of Congress

Kuhagen - June 24, Scope of this presentation Overview of RDA U.S. RDA Test Changes from AACR2 Your decisions/actions For more information

Kuhagen - June 24, RDA’s beginnings Joint Steering Committee for Revision of AACR2 (representatives from Australia, Canada, U.K., & U.S.) known as the JSC International conference in Toronto in 1997: changes from AACR2 wanted, e.g.: Base on principles Be more international Cover all resources libraries collect Resolve confusion between content vs. carrier

Kuhagen - June 24, AACR3

Kuhagen - June 24, RDA – The Goals Rules should be easy to use and interpret Be applicable to an online, networked environment Provide effective bibliographic control for all types of media Encourage use beyond the library community Be compatible with other similar standards Have a logical structure based on internationally agreed principles Separate content and carrier data Examples – more of them, more appropriate Based on slide from Ann Chapman, UKOLN

Kuhagen - June 24, RDA based on IFLA’s international models & principles Functional Requirements for Bibliographic Records (FRBR; 1998) Functional Requirements for Authority Data (FRAD; 2009) Statement of International Cataloguing Principles (ICP; 2009)

Kuhagen - June 24, Addresses user tasks FRBR: Find Identify Select Obtain FRAD: Find Identify Contextualize Justify ICP’s highest principle = “convenience of the user”

Kuhagen - June 24, For wider scope of resources Response to what’s being acquired in libraries More elements for non-printed text resources More elements for non-text resources More elements for unpublished resources Compatible with specialist manuals (DACS, CCO, DCRM(B) etc.)

Kuhagen - June 24, Internationalization No longer assuming an Anglo-American context Choices relate to Language of additions to access points Language of supplied data Script and transliteration Calendar Numeric system

Kuhagen - June 24, What’s changing? Changes in technology Impact on descriptive/access data book catalogs to card catalogs OPACs to next-generation catalogs iPhones Move from classes of materials to elements and values (more controlled vocabularies) Move from individual library to international audience via Internet

Kuhagen - June 24, RDA developed for the future Full advantage of RDA-based data: When authority and bibliographic data reside in separate “packages” and records assembled when needed When access points (if needed) can be assembled “on the fly” When well-labeled data can be reused rather than being created over and over again

Kuhagen - June 24, RDA Structure General introduction Identifying entities (their attributes) Ch. 1-7: work, expression, manifestation, item Ch. 8-16: person, family, corporate body, place Relationships: ch , Appendices Glossary

Kuhagen - June 24,

Kuhagen - June 24, US RDA Test Library of Congress National Agriculture Library National Library of Medicine 23 other libraries

Kuhagen - June 24, U.S. RDA Test Timeline June 2010: ALA releases RDA Toolkit June-Aug.: ALA allows free access to RDA Toolkit to everyone who registers June-Sept.: U.S. testers get training and have time to practice Oct.-Dec.: U.S. test of RDA Jan.-Mar. 2011: analysis of test results; a decision on implementation by U.S. national libraries soon after analysis period

Kuhagen - June 24, RDA records: test & non-test New authority records not in LC/NACO Authority File before October 1 RDA form added as 7XX in existing records New bibliographic records in OCLC now LC and CONSER records not until October 1 U.S. Test records available for downloading from LC site: October+ How identified? 040 $a ___ $b eng $c ___ $e rda

Kuhagen - June 24, Changes from AACR2: bibliographic records LC will continue to use: MARC 21 bibliographic format ISBD punctuation

Kuhagen - June 24, Choices by cataloging agencies Additional elements selected by libraries beyond those identified in RDA as core elements Alternatives Optional additions Optional omissions LC’s decisions on choices posted

Kuhagen - June 24, Transcribed elements “Take what you see” and “accept what you get” Inputting information generally as found on the resource Accepting scanned/downloaded information Capitalization: during the RDA Test, some at LC will test using found capitalization

Kuhagen - June 24, Found capitalization? Changing found capitalization: $a Cairo : $b the city victorious / $c Max Rodenbeck. 250 ## $a First Vintage Departures edition. Accepting found capitalization: $a Cairo : $b THE CITY VICTORIOUS / $c Max Rodenbeck. 250 ## $a FIRST VINTAGE DEPARTURES EDITION.

Kuhagen - June 24, Not correcting errors in element Monograph: 245 $a Teusday’s tasks* 246 $i Corrected title: $a Tuesday’s tasks Serial: 245 $a Zoology studies 246 $i Misspelled title on number 1: $a Zooology studies * AACR2 = 245 $a Teusday’s [i.e. Tuesday’s] tasks

Kuhagen - June 24, Recorded/supplied elements The information given in cataloger’s own words (e.g., extent of resource, illustrations, sound content) For benefit of user: Very few abbreviations No longer Latin terms -- language of the catalog instead

Kuhagen - June 24, General Material Designation (GMD) replaced Three RDA elements developed with the ONIX publishing community: Content type MARC 336 Media typeMARC 337 Carrier typeMARC 338 Decide if displaying fields in OPAC, show icons instead, or just use for searching

Kuhagen - June 24, GMD replacement AACR2: 245 $a West Side story $h [videorecording] RDA: 245 $a West Side story 336 $a two-dimensional moving image $2 rdacontent 337 $a video $2 rdamedia 338 $a videodisc $2 rdacarrier

Kuhagen - June 24, MARC 300 $a, Book: 300 $a 123 pages, 28 unnumbered pages 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier Music CD: 300 $a 1 audio disc {or: 1 CD} 336 $a performed music $2 rdacontent 337 $a audio $2 rdamedia 338 $a audio disc $2 rdacarrier

Kuhagen - June 24, MARC 300 $a, Map: 300 $a 1 map 336 $a cartographic image $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier Online PDF: 300 $a 1 online resource (39 pages) 336 $a text $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier

Kuhagen - June 24, MARC 300 $a, Website (with maps, text, and photographs): 300 $a 1 online resource 336 $a text $2 rdacontent 336 $a cartographic image $2 rdacontent 336 $a still image $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier Or repeat subfield $a in 336 field: 336 $a text $a cartographic image $a still image $2 rdacontent

Kuhagen - June 24, Statement of responsibility AACR2 has a “rule of 3” for names in a single statement RDA: as many names as there are on the resource Option to omit all after the first Don’t need to include all names to give access points (added entries)

Kuhagen - June 24, Statement of responsibility example 245 $a … / $c by Susan Brown, Melanie Carlson, Stephen Lindell, Kevin Ott, and Janet Wilson. Or, if option applied: 245 $a … / $c by Susan Brown [and four others] (no longer “[et al.]”)

Kuhagen - June 24, Edition information Transcribe as found: do not abbreviate or convert numerals 250 $a Third revised edition 250 $a 2nd enlarged ed., revised

Kuhagen - June 24, Place of publication If giving only one, don’t prefer a U.S. place Don’t add higher jurisdiction Don’t abbreviate names Don’t correct information in element If no place or no probable place, give “[Place of publication not identified]” instead of “[S.l.]”

Kuhagen - June 24, Examples: place of publication 260 $a London On resource: London -- New York -- Boston 260 $a Red Oak [Iowa] 260 $a [Place of publication not identified] 260 $a Minneapolis 500 $a Actually published in St. Paul 260 $a Arlington, Virginia

Kuhagen - June 24, Publisher and date Don’t abbreviate words in publisher’s name If no publisher, give “[publisher not identified” rather than “[s.n.]” If no date or probable date, for single-part monographs, give “[date of publication not identified] Copyright date is a separate element rather than a substitute for date of publication Can have two dates in MARC 260 $c

Kuhagen - June 24, MARC 260 examples 260 ## $a Chicago : $b CAC Publishing Company, $c 2010, © ## $a Miami : $b [publisher not identified] $b Florida Distributors, Incorporated, $c [2009?]

Kuhagen - June 24, MARC 300 $a and $b No abbreviations except for duration 300 $a 266 pages : $b color photographs 300 $a 4 volumes : $b illustrations 300 $a 1 DVD (98 min.) : $b color, sound

Kuhagen - June 24, Numbering: serials & series Transcribe terms and months as on the resource Record numerals according to agency decision (in U.S., usually give as on the resource) 362 0# $a Volume X, number # $a January # $a … $v volume # $a … $v Band LXXXVIII

Kuhagen - June 24, and fields Specific families can be authors, etc., if presented as such on resources: important for archival materials “Person” expanded to include fictitious characters if represented as responsible 100 0# $a Miss Piggy $a Miss Piggy’s guide to life / $c by Miss Piggy as told to Henry Beard # $a Beard, Henry.

Kuhagen - June 24, Change: form of access point Not abbreviating “Department” (actually not abbreviated in AACR2 -- U.S. didn’t follow) Retaining frequency in name of conference 111 $a Biennial Conference on Underwater Research

Kuhagen - June 24, Change: form of access point Almost all treaties under the first signatory (AACR2: more than three signatories, entered under title; 2-3, entered under first in English alphabetic order) Not abbreviating “Old Testament” and “New Testament” Omitting name of testament for single book or group of books

Kuhagen - June 24, Bible examples 130 $a Bible. $p New Testament not 130 $a Bible. $p N.T. 130 $a Bible. $p Genesis not 130 $a Bible. $p O.T. $p Genesis 130 $a Bible. $p Gospels not 130 $a Bible. $p N.T. $p Gospels

Kuhagen - June 24, Compilations of works AACR2: often identified by first work in the compilation (result = misidentifying the work as a whole) RDA: Single creator: creator + title of work as a whole Different creators: title of work as a whole

Kuhagen - June 24, Compilation: one creator AACR2: 100 1# $a Miller, Arthur, $d $a Archbishop’s ceiling $a Two plays / $c Arthur Miller # $a The Archbishop’s ceiling -- The American clock. RDA: 100 1# $a Miller, Arthur, $d $a Two plays / $c Arthur Miller # $a The Archbishop’s ceiling -- The American clock.

Kuhagen - June 24, Compilation: 2+ creators AACR2: 100 1# $a Polk, Sharon $a Community band concerts $a Community band concerts / $c Sharon Polk. Fall harvest festivals / Terri Swanson. RDA: $a Community band concerts / $c Sharon Polk. Fall harvest festivals / Terri Swanson.

Kuhagen - June 24, Relationships Between persons, families, corporate bodies and resources (in bibl. records) Between resources (in bibl. records) Between persons, families, corporate bodies and other persons, families, and corporate bodies (in auth. records)

Kuhagen - June 24, Relationships expressed Choice of conventions: Identifier (new to RDA) Note Authorized access point (a heading) Cataloger’s judgment to use designators (subfield $e or subfield $i with terms from RDA appendices I-K) to explain the relationship -- MARC already gives some explanations

Kuhagen - June 24, Example: persons to resource 100 1# $a Lindgren, Astrid, $d , $e author $a Pippi Långstrump. $l English $a Pippi Longstocking / $c Astrid Lindgren ; translated by Tiina Nunnally # $a Nunnally, Tiina, $d $e translator.

Kuhagen - June 24, Example: between resources 700 1# $i Translation of: $a Brown, Dan, $d $t Digital fortress. 500 ## $a Translation of: Digital fortress / Dan Brown. -- 1st ed. -- New York : St. Martin’s Press, – 371 pages ; 22 cm 765 0# $a Brown, Dan, $t Digital fortress $b 1st ed. $d New York : St. Martin’s Press, 1998 $h 371 pages ; 22 cm $w (DLC)

Kuhagen - June 24, Reproductions U.S. libraries never implemented AACR2 for reproductions and have continued to catalog the reproductions as if they were the originals During the RDA Test, LC will catalog reproductions (reprints, digitized texts, microfilm, etc.) as reproductions per RDA

Kuhagen - June 24, Changes from AACR2: authority records LC will continue to use: MARC 21 authority format AACR2 punctuation, order

Kuhagen - June 24, Authority control concept Not in AACR2 -- U.S. libraries developed separate cataloging documentation in addition to MARC authority format RDA: authority data included New separate fields in MARC authority format in addition to including information in the 1XX field

Kuhagen - June 24, New authority fields: persons 046: Special coded dates 370: Associated place 371: Address 372: Field of activity 373: Affiliation 374: Occupation 375: Gender 377: Associated language

Kuhagen - June 24, New authority fields: families 046: Special coded dates 370: Associated place 376: Family information

Kuhagen - June 24, New authority fields: corporate bodies 046: Special coded dates 370: Associated place 371: Address 377: Associated language

Kuhagen - June 24, New authority fields: works and expressions 046: Special coded dates 370: Associated place 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

Kuhagen - June 24, New MARC authority fields: more information LC Network Development and MARC Standards Office site (new fields highlighted in red): Information on LC’s RDA Test documentation site: Examples folder of authority records MARC encoding document giving LC’s practice for the RDA Test

Kuhagen - June 24, Your decisions/actions

Kuhagen - June 24, New MARC fields Usual practice for MARC format updates Display in OPAC? With what labels? Vendors and contractors for new records?

Kuhagen - June 24, Legacy bibliographic records Change 1XX/7XX/8XX fields to match RDA forms? Bibliographic file maintenance locally? Revised records from OCLC? Cooperative relationships with other libraries? During the Test, RDA forms recorded in 7XX fields in authority records (to be flipped with 1XX fields if LC implements RDA)

Kuhagen - June 24, New bibliographic records From vendors with items purchased Contract cataloging Copy cataloging Both AACR2 and RDA records -- policy to accept or change?

Kuhagen - June 24, If your changes involve money Contact FEDLINK to discuss additional services (e.g., revised records from OCLC): Holly Kerwin

Kuhagen - June 24, For more information

Kuhagen - June 24, RDA? Questions? Joint Steering Committee for Development of RDA’s site:

Kuhagen - June 24, RDA Toolkit? Publishers’ website: Publishers’ site includes information on June-August free open-access period:

Kuhagen - June 24, U.S. RDA Test? General information about the Test: future/rda/test-partners.html LC’s documentation for the Test: rdatest.html

Kuhagen - June 24, FRBR and International Cataloguing Principles? Webcasts by Barbara Tillett (LC’s representative to the JSC and Chief, Policy and Standards Division): “FRBR: Things You Should Know, But Were Afraid to Ask” ?rec=4554 “Cataloging Principles and RDA” ?rec=4327

Kuhagen - June 24, Questions?