2: Getting started Is this a serial? –Mode of issuance Which issue should I use? –Basis for identification of the resource What sources within this issue? –Preferred sources of information 1

OCLC guidelines OCLC policy statement on RDA cataloging in WorldCat: (3/31/13- ) AACR2 records may be converted to RDA Never convert an RDA record to an AACR2 record Okay to add some RDA elements to AACR2 records 2

PCC guidelines Enhancing & Editing RDA Serial Records RDA.doc PCC Guidelines for Enhancing & Editing non- RDA Serial Records Guidelines-Serials-Post-Impl.docx Enhancing & Editing RDA Integrating Resource Records Guidelines for creating a hybrid record from a pre-RDA record for Integrating Resources Guidelines-IRs-Post-Impl.docx 3

Is it a serial? RDA 2.13 (also: LC/PCC PS for RDA 0.0) Same definition as in AACR2 –Successive parts –Usually bears numbering –No predetermined conclusion Do not assume “once a serial always a serial” 4

Serial in print format International Directory of Primatology 1st ed Wisconsin Primate Research Center Madison, Wis. 5

Database in online format Primate info net Wisconsin Regional Primate Research Center International Directory of Primatology About IDP Search IDP Create or revise an entry Table of Contents Organizations Field studies Part of… 6

777 Basis for identification of the resource If issues or parts are sequentially numbered, use the lowest numbered issue or part available If issues are unnumbered or not sequentially numbered, use the issue or part with the earliest date of issue CONSER will continue to use the phrase “Description based on”

888 Preferred source: one or more pages, leaves, etc.; or images ( ) Title page, title sheet, or title card (or image) If there is none, use the first of the following (or images of them) that bears a title: –Cover or jacket issued with resource (or image) –Caption (or image) –Masthead (or image) –Colophon (or image) If none of these have a title, use another source within the resource, giving preference to sources where information is formally presented

Preferred source – other resources ( ) Permanently affixed label (e.g., label on a CD) or: “Embedded metadata in textual form that contains a title” (e.g., metadata embedded in an MP3 audio file) Failing these: Prefer sources that formally present the data 9

Source of Description ( ) Always provide: –588 description based on note –Source of title with 588 combined with description based on note –588 Latest issue consulted note 10

Source of Description ( ) 588 ## $a Description based on: Volume 1, Number 4 (April 2008); title from masthead. 588 ## $a Latest issue consulted: Volume 2, Number 3 (March 2009). *** 588 ## $a Description based on: June 2012; title from PDF title page (publisher’s Web site, viewed September 12, 2012). 588 ## $a Description based on: Volume 10, Number 11, published

Retrospective cataloging (2.2.2) “Serial Retrospective Exception” LC-PCC PS – Use stable title, even if from a less-preferred source – Consider that a serial lacks title page if the title page is added to or dropped from issues 12

Summary RDA decision-making process same as AACR2: –Determine that the resource is a serial –Use first or earliest available issue –Prefer sources of information as instructed Provide information about your cataloging: –Issue used –Source of title –Latest issue consulted –Provider and date viewed (for online serials) 13

Quiz 2

answers and discussions