RDA MODULE 2 1

Prepared by Linda Woodcock Technical Services Librarian Kwantlen Polytechnic University, Surrey, B.C. RDA MODULE 2 2

This module was created with reference to the reports of the PCC Task Group on Hybrid Bibliographic Records and the Report of the PCC Task Group on Hybrid Integrating Resource Records. I am grateful for the work that they have done and look forward to their upcoming report due October 15, 2012 RDA Module 3

 How do I edit an AACR2 record if we have adopted RDA?  How do I edit an RDA record if we are still using AACR2?  Which edits are critical?  Which edits are needed for access?  What should NOT be changed? RDA MODULE 2 4

 What policies will be in place in shared databases? ◦ OCLC policy ◦ Regional union catalogues  What policies will be in place at the local level? ◦ Will your library adopt RDA on Day 1? ◦ Will your library accept AACR2 copy as is or edit to add RDA elements? ◦ Will your library convert authorized access points to RDA form? Or wait for batch processing? RDA MODULE 2 5

 Current OCLC policy statement is still in place:  Discussion paper : Incorporating RDA practices into WorldCat):  Following a review of feedback to this paper a new policy statement will be issued at least three months prior to Day One March31st 2013  OCLC will NOT REQUIRE members to catalogue according to RDA RDA MODULE 2 6

 If a record already exists in either RDA or AACR2 do not create another record using the other code  Do NOT edit a full-level master record from one set of rules to another  If the record is minimal-level you may change the record from AACR2 to RDA when upgrading RDA MODULE 2 7

 Why not create a new record if the one found is not using the same standard as your own library? ◦ Prevent the addition of duplicates to a shared database ◦ Avoid duplication of effort going from one code to another RDA MODULE 2 8

 Why not edit an AACR2 record to conform to RDA? ◦ Important to be able to identify the rules under which the record was created ◦ Important to be able to compare records created with AACR2 to those created using RDA ◦ Save time and money RDA MODULE 2 9

 PCC Task Group on Hybrid records concludes ◦ There are already many hybrid records in our databases  AACR1  Major Revisions to AACR2 over 30 years created many variants in description  PCC Standard records were a departure ◦ Hybrid records create no harm RDA MODULE 2 10

 Enhancing access should be the focus  Ensure description is accurate, regardless of which content standard was used  Add but do not take away  Correct errors but do not change the form of transcription to another convention  Authorized access points must be RDA compatible RDA MODULE 2 11

When adapting pre-RDA copy you have three basic choices: 1) Leave the copy as it is, in its pre-RDA state. 2) Add some RDA elements without changing the whole record, thus creating a hybrid. 3) Re-describe the resource to result in a record that is fully RDA. RDA MODULE 2 12

 Describes the result of adding RDA elements to existing AACR2 records  The description as a whole has not been altered to conform with RDA guidelines  The record is still coded as descriptive form ‘a’ AACR2  Authorized access points are compatible with RDA RDA MODULE 2 13

Consider creating a hybrid when:  There are elements that need to be added, but you don’t want to do a complete re-description  You want to enrich the record with RDA elements such as content/media/carrier, relationship designators, etc. RDA MODULE 2 14

Consider re-describing a record when:  The existing record is minimal or substandard and you want to create a more complete or higher level record.  You need to make extensive changes to an existing record because of changes in a new iteration of the resource.  Doing so will enhance discoverability and identification of the resource.  You are sufficiently trained in RDA to re-describe RDA MODULE 2 15

 Leader position 18 descriptive cataloging form  Do not add $e RDA to 040  Do not change choice of entry if it is valid under AACR2  Do not change pre-RDA abbreviations and Latin terms RDA MODULE 2 16

17  Do not edit records solely to conform to new standard  Do not delete data unless it is incorrect  Maintain changes that affect access to the record  Records may contain a mix of old and new practices

18  Local decision  Report the desired change to your utility?  Added value for end users  Other fields may need editing: ◦ Input standards for local system and utility ◦ Consistent limiting by content type

Full level AACR1 record RDA MODULE 2 > RIU $c RIU $d OCLCQ $d OCLCG $d CLU $d UKMGB $2 Uk 043 e-uk-en NA5463 $b.B a K6UA Batsford, Harry The greater English church of the middle ages, $c by Harry Batsford and Charles Fry; illustrated from photographs, plans, diagrams & early sources. 260 New York, $b Scribner; $a London, Malvern Wells, $b B.T. Batsford, $c [1940] 300 viii, 136 p. $b col. front., illus., plates (part col.) $c 22 cm [The English countryside series] Church architecture $z England Cathedrals $z England Fry, Charles, $d $e joint author.

Full level AACR2 record RDA MODULE DLC $b eng $c DLC $d YDX $d BTCTA $d YDXCP $d BDX $d BWX (pbk.) 042 pcc 043 n-us GE195 $b.C /0525 $ NAT $a SEL $2 bisacsh Cooler smarter : $b practical steps for low-carbon living : expert advice from the Union of Concerned Scientists / $c Seth Shulman... [et al.]. 260 Washington, DC : $b Island Press, $c c xii, 321 p. : $b ill., map ; $c 23 cm. 504 Includes bibliographical references and index Sustainable living $z United States Environmental protection $z United States $x Citizen participation Shulman, Seth Union of Concerned Scientists.

Full level RDA Record RDA MODULE MZB $b eng $c MZB $e rda $d MZB 043 n-us-mt $ Vance, Linda K. $q (Katherine), $e author Assessing the natural range of variability in minimally disturbed wetlands across the Rocky Mountains : $b the Rocky Mountain ReMAP project / $c prepared for the U.S Environment Protection Agency ; prepared by Linda Vance, Karen Newlon, Joanna Lemly and George Jones. 260 Helena, MT : $b Montana Natural Heritage Program, $c online resource : $b maps, photos (chiefly colored), PDF 336 text $2 rdacontent 337 computer $2 rdamedia 338 online resource $2 rdacarrier Newlon, Karen Rachel, $e author Lemly, Joanna, $e author Jones, George, $e author United States. $b Environmental Protection Agency, $e author Montana Natural Heritage Program $u /

Did the CIP start as RDA or AACR2? Upgrade according to the rules that were used to create the CIP OR Upgrade AACR2 CIP to RDA DO NOT upgrade RDA CIP to AACR2 RDA MODULE 2 22

An AACR2 CIP record (hard copy : alk. paper) X (hard copy : alk. paper) 040 DLC $b eng $c DLC 042 pcc QH308.2 $b.B $ Biology / $c Robert J. Brooker... [et al.] rd ed. 260 New York, NY : $b McGraw-Hill, $c c p. cm. 500 Includes index Biology $v Textbooks Brooker, Robert J. RDA MODULE 2

An RDA CIP record 000 ******am*******8a***** s2012 mdu b 001*0 eng d DLC $e rda $b eng $c DLC (cloth : alk. paper) Cernuschi, Claude, $d Barnett Newman and Heideggerian philosophy / $c Claude Cernuschi. 260 Lanham, Md. : $b Rowman & Littlefield Pub., $c pages cm 336 text|2rdacontent 337 unmediated|2rdamedia 338 volume|2rdacarrier 504 Includes bibliographical references and index Newman, Barnett, $d $x Aesthetics Newman, Barnett, $d $x Criticism and interpretation Heidegger, Martin, $d $x Influence.

 Do not add gmd to an RDA record  OCLC proposes to remove the gmd from all Worldcat records ◦ Reaction to this was quite strong so they will delay this action, possibly for three years  Locally, libraries may opt to continue to use the gmd if their ILS systems cannot provide other cues to the format RDA MODULE 2 25

 PCC Interim guidelines for working with RDA and non-RDA records Interim-RDA.html  Watch for the report of the PCC Hybrid Record Guidelines Task Group to be released November 2012?  Watch for the updated OCLC Policy Statement on RDA Cataloging RDA MODULE 2 26