1. 2015 CTP Workshop on RDA Session one: Highlights of recent revisions, examples, common errors, remaining issues, as well as issues in the pipeline
Charlene Chou

2. Agenda Highlights of recent revisions (2014 Apr.-2015 Feb.), e.g.
Publication dates in a different calendar year ( , (copyright date), etc.
Publication place change ( Removed LC/PCC practice for subsequent places of publication for multipart monographs and serials (follow instead)
Corporate bodies ( )
Reproductions (LC-PCC PS 1.11)
Lessons to learn & share
Examples, common errors, remaining issues, etc.
In the pipeline
Multi-part monographs: edition change

3. 2014 April Release of RDA Toolkit
Publication, distribution, manufacture, copyright dates in different calendar years
2014 April Release of RDA Toolkit

4. 2.8.6.3 Recording Date of Publication (2014 April release)
The second paragraph was added, but not indicated that it’s optional.

5. How will you record 264, $c for 주체103(2014)?
Let us vote!
$c 주체103(2014)
$c 주체 103 = $c 2014.
$c 주체103 [2014]
$c 2014.

6. Related rules to decide
LC-PCC PS for OPTION LC practice/PCC practice for Optional addition:
Add the corresponding date or dates of the Gregorian or Julian calendar.
D Publication, Production, Distribution, Etc., Area:
Precede the date of publication, production and/or distribution in a different calendar by an equals sign when giving a date appearing on the resource in more than one calendar.
LC practice: follows 2.8.6: core element (revised in 2014 April release)
If the date of publication appears on the source of information in more than one calendar, only the date in the calendar preferred by the agency preparing the description is required.
LC proposal includes both core element and added paragraph at the same time. Is it confusing?

7. A complex case may happen …

8. 2.11.1.3 Recording Copyright Dates (2014 April release)
Note: D does not indicate the equal sign needed for “copyright date” to differentiate two calendar years. We just assume that we follow the general principle of using the equal sign in ISBD.

9. Related rules for copyright date: 2.11 revised in 2014 April release
At UW, copyright is a core element. Its importance has been recognized by more publishers, vendors, and library communities during ALA meetings and discussions.

10. , , 2.7.6, 2.9.6, —Added a new instruction for recording a date in more than one calendar year; added a paragraph to indicate that a date in different calendar is considered an alternative chronological designation (2014 April release)

11. A CEAL proposal for rule revision? Your votes please!
Do we need a more simplified version of related rules for different calendar years?
A CEAL proposal for rule revision?
Your votes please!

12. Publisher’s Name
2014 April release

13. : Added paragraph to indicate that a publisher’s name may be represented by a characterizing word or phrase (e.g. Publisher to His Majesty)
Note: there is no example to illustrate this new statement, e.g. publisher to His Majesty, in the RDA Toolkit. The note in the LC summary table is more helpful.

14. —Relocated optional omission to omit levels in a corporate hierarchy when recording a publisher’s name (formerly at ) and added reference to recoding the publisher as a relationship in Chapter 21; same for and for distributor’s and manufacturer’s names

15. 2014 April & October releases
Corporate bodies
2014 April & October releases

16. 11.4.5—Added new element sub-type for the period of activity of a corporate body for use when a date of establishment or termination is unknown. Core element when to needed to distinguish a corporate body from another corporate body with the same name. (2014 April release)

17. —changed from “Names not conveying the idea of corporate body” to “Type of corporate body” to more clearly delineate the three types of “other designations”: type of corporate body, type of jurisdiction, and other designation. Type of corporate body is core when the corporate body name does not convey the idea of a corporate body, or when the designation is needed to distinguish one corporate body from another with the same name.

18. LC-PCC PS for Revised section for minor name changes for corporate bodies to address the addition, omission, or fluctuation of a frequency word in a conference name; LC-PCC PS to —Replacing information on minor changes with a reference to revised LC-PCC PS for (2014 October release)

19. Revisions concerning multi-part monographs, serials and integrating resources: April to 2015 February
The place of publication changes, rare serials (title proper transcription), extent, incomplete serials, etc.

20. 2. 8. 1. 5. 1 Multipart Monographs, 2. 8. 1. 5. 2 Serials & 2. 8. 1. 5
Multipart Monographs, Serials & IR (2014 October release)

21. 2.3.2.5 : Added LC/PCC practice for rare serials (New statement) (2015 Feb. release)

22. 2.8.2: Removed LC/PCC PS for subsequent places of publication for multipart monographs and serials (follow instead). Added PCC-PS for rare serials. (Feb release)

25. CONSER practice (CCM10.5) = RDA 2.8.1.5.2 & 2.17.7.5.2

26. LC-PCC PS for 3.4--Added LC/PCC practice for extent of serials and integrating resources, online resources, and PCC practice for rare materials (New statement) (2015 Feb. release)

27. 3.4.1.10 Added LC/PCC practice for incomplete serials and integrating resources
It’s in sync with CONSER practice.

28. 3.4.1.10 Alternative: Clarified LC/PCC practice for serials (2015 Feb. release)

29. Because BSR (with subsequent additions to the BSR for rare materials and non-book formats) and CSR are added to the LC/PCC PS, more PS/core elements are added for rare materials, serials/integrating resources, rare serials, rare music, archival materials, rare notated music, graphic materials, AV, cartographic resources: a few remaining BSR/CSR issues will be resolved in a subsequent release.
BSR: PCC BIBCO Standard Record
CSR: PCC CONSER Standard Record
2015 February release

30. An example : Added PCC core element requirement for graphic materials (New statement) (2015 Feb. release)

31. Examples: 2. 14 Added core element for frequency 26
Examples: 2.14 Added core element for frequency 26.1: Added core element guidance for serial relationships (2015 Feb. release)
It’s more in sync with CONSER practice.

32. Other categories
Details of scripts, compilation, title transcription, relationship designators, etc.

33. 7. 13. 2. 4—Corrected caption/section title only; but how rules 7. 13
—Corrected caption/section title only; but how rules and are applied for CJK languages and scripts
Some Asia countries may use 546 Chinese $b Simplified.
UW will propose a PS revision by using repeatable 546 field for multiple languages and scripts.

34. 6.2.2.10.3 Other Compilations of Two or More Works (Oct. 2014 release)

35. Example

36. —Revised instructions for recording titles of parts, sections, and supplements, and when they’re sufficient or insufficient to identify the resource.

37. Updated relationship designators: 2015 February release

38. Reproductions for 1.11 (LC-PCC PS)
2015 February release

39. Reproductions (LC-PCC PS for 1.11)
Just like PN, this is a different approach from RDA and the outcome of 2013 PCC Reproductions TF report.
For microform reproductions of print resources, POD (print on demand) and photocopies only, go to RDA for other types of resources.
For microform serials, CONSER CCM editing group is working on revisions, which may be done in summer.
There are remaining issues to resolve for certain cases.
ISBN for serials reproduction under discussion within CONSER

40. Question from the survey: reproductions with both books and serials: CCM Linking to monographs and integrating resources may have the answer for linking

41. An UW example: photocopy, part 1

42. An UW example: photocopy, part 2

43. Lessons to learn and share
Examples, certain common errors, remaining issues, etc.

44. Before

45. After: CCT added

46. Before: title main entry

47. After: family as creator in 100 field

48. Corporate body as a creator (19.2.1.1.1)

49. Transcribing title & what’s missing?

50. What’s missing?

51. Compliant with the PCC Guidelines

52. CCT/Preferred title

53. CCT (240) vs. 655 genre term
My Japanese specialist asked why the existing record does not have 240 CCT. Can I add it?

54. Children literature with 380, 385, 521, 650, 655, etc.

55. No collective title, part 1

56. No collective title, part 2

57. Translation (only in one language)

58. Translation with the original work (compilation with two expressions): Do not input: 顔氏家訓. ǂl Korean & Chinese. ǂf Yan shi jia xun. ǂl Korean & Chinese. ǂf But, input: analytical entries for the original work and translation.
041 1#   kor $a chi $h chi
100 1#   颜之推, $d , $e author.
100 1#   Yan, Zhitui, $d , $e author.
245 10   안 씨 가훈 / $c 안 지추 저 ; 차 복순 한역.
245 10   An Ssi kahun / $c An Chi-ch'u chŏ ; Ch'a Pok-sun hanyŏk.
546 ##   In Korean, with original text in Chinese.
700 1#   차 복순, $e translator.
700 1#   Ch'a, Pok-sun, $e translator.
700 12   $i Container of (work): $a 颜之推, $d $t 顔氏家訓.
700 12   $i Container of (work): $a Yan, Zhitui, $d $t Yan shi jia xun.
700 12   $i Container of (expression): $a 颜之推, $d $t 顔氏家訓. $l Korean.
700 12   $i Container of (expression): $a Yan, Zhitui, $d $t Yan shi jia xun. $l Korean.

59. Compilation vs. Collaboration
Examples

60. Collaboration

61. Art catalog compilation
All the information of art catalogs is subject to change since ARLIS Cataloging Advisory Committee is writing a proposal now. Watch out for new rules on this category!
to revise the PS for RDA 25.1 to add “artist monographs or exhibition catalogs or art catalogs to the list of exclusions to the rule in this section instructing catalogers to add a conventional collective title (CCT) for related works in compilations, e.g. Matisse, Henri, Works. Selections. CAC, in general, feels that the vast majority of art publications are compilations of, or commentary on, artist’s works. This renders the addition of such CCTs, to nearly all our catalog records, to be Find-identify-select-obtain.
CCT with Reproduction—technically more accurate, is not an acceptable option.
The medium of the works compiled in place of “Works”
100 1 Jex, Garnet W., $t Watercolor paintings. $k Selections

62. Catalog presented as the work(s) of the artist

63. Remaining issues
An example

64. LC/PCC instructions still missing after RDA implementation, e. g. 2
LC/PCC instructions still missing after RDA implementation, e.g for unnumbered supplements; LCRI instructions were not carried over and the LC COIN has not responded to our questions yet …

65. Issues in the pipeline
An Example

66. 2.17.4.5 Change in Edition Statement
Multipart Monographs
Make notes on differences in edition statements from one part of a multipart monograph to another (see ), if considered important for identification.
Example:
100 1   余英时, ǂe author    Yu, Yingshi, ǂe author   Works. ǂk Selections. ǂf   余英时文集 / ǂc 余英时著 ; 沈志佳编   Yu Yingshi wen ji / ǂc Yu Yingshi zhu ; Shen Zhijia bian. 250      第2版. 250      Di 2 ban.
500      Volume 11-12: Di 1 ban.
ǂi Revision of: ǂa 余英时. ǂs Works. Selections ǂt 余英时文集. ǂb 第1版 ǂd 桂林市 : 广西师范大学出版社, ǂz ǂw (OCoLC) ǂi Revision of: ǂa Yu, Yingshi. ǂs Works. Selections ǂt Yu Yingshi wen ji. ǂb Di 1 ban ǂd Guilin Shi : Guangxi shi fan da xue chu ban she, ǂz ǂw (OCoLC)

67. Rules under revision by the PCC Standing Committee on Standards
Both LC-PCC PS for and are under review by the PCC SCS to update current rules/PSs by using repeated 250 to reflect edition change.
Example:
100 1   余英时, ǂe author    Yu, Yingshi, ǂe author   Works. ǂk Selections. ǂf   余英时文集 / ǂc 余英时著 ; 沈志佳编   Yu Yingshi wen ji / ǂc Yu Yingshi zhu ; Shen Zhijia bian. 250      ǂ3 Volume 1-10: ǂa 第2版. 250      ǂ3 Volume 1-10: ǂa Di 2 ban.
250     ǂ3 Volume 11-12: ǂa 第1版.
250     ǂ3 Volume 11-12: ǂa Di 1 ban.
ǂi Revision of: ǂa 余英时. ǂs Works. Selections ǂt 余英时文集. ǂb 第1版 ǂd 桂林市 : 广西师范大学出版社, ǂz ǂw (OCoLC) ǂi Revision of: ǂa Yu, Yingshi. ǂs Works. Selections ǂt Yu Yingshi wen ji. ǂb Di 1 ban ǂd Guilin Shi : Guangxi shi fan da xue chu ban she, ǂz ǂw (OCoLC)

68. Thank You!
Q & A