1. RDA Test “Train the Trainer” Module 6: Identifying Families [Content as of Mar. 31, 2010]

2. RDA Test Training: Content as of Mar. 31, 2010 -- Module 62 Scope of “family” Definition (RDA 8.1.2) = “two or more persons related by birth, marriage, adoption, civil union, or similar legal status, or who otherwise present themselves as a family” –Doesn’t include those corporate bodies using “family” or similar word in their names

3. RDA Test Training: Content as of Mar. 31, 2010 -- Module 63 Scope of “family” Now considered creators, contributors, etc. –Important for archives, museums, and special collections –May supplement RDA with specialist manuals (e.g., Describing archives : a content standard (DACS))

4. RDA Test Training: Content as of Mar. 31, 2010 -- Module 64 General guidelines (RDA 8.5) Capitalization of name – see RDA appendix A.2 Numbers in name in found form Accents in name as found; add if needed Abbreviations in name – see RDA appendix B.2

5. RDA Test Training: Content as of Mar. 31, 2010 -- Module 65 Language and script RDA 8.4 Name in the language and script in which it appears in the resource used for name –Alternative: a transliterated form as a substitute for or in addition to the found form Other attributes in language and script prescribed in instructions If no language or script prescribed, then in language/script preferred by the agency (0.11.2)

6. RDA Test Training: Content as of Mar. 31, 2010 -- Module 66 Sources of information Preferred name: priority order (RDA 10.2.2.2) –Preferred sources of information (RDA 2.2.2) in resources associated with the family –Other formal statements appearing in resources associated with the family –Other sources including reference sources Other elements: generally, any source

7. RDA Test Training: Content as of Mar. 31, 2010 -- Module 67 Terminology Name of the family = “word, character, or group of words and/or characters by which a family is known” Preferred name –For current implementations = the form of name used when constructing the authorized access point Variant name –For current implementations = the form of name used when constructing a variant access point

8. RDA Test Training: Content as of Mar. 31, 2010 -- Module 68 Elements covered in this module Core Core if … MARC 21 changes included in the above

9. RDA Test Training: Content as of Mar. 31, 2010 -- Module 69 Preferred name for the family RDA 10.2.2.2 Choose the form most commonly known: –Surname or equivalent –Royal house, dynasty, clan, etc. MARC for access point: X00 3# $a

10. RDA Test Training: Content as of Mar. 31, 2010 -- Module 610 Type of family RDA 10.3 Scope: categorization or generic descriptor for the type of family –Not a controlled vocabulary –Examples: “Family,” “Clan,” “Royal house,” “Dynasty”

11. RDA Test Training: Content as of Mar. 31, 2010 -- Module 611 MARC for Type of family Access point: added to the preferred name for the family 376 field (authority format only): $a 100 3# $a Ingebretson (Family) 376 ## $a Family

12. RDA Test Training: Content as of Mar. 31, 2010 -- Module 612 Date associated with the family RDA 10.4 Scope = “a significant date associated with a family” Examples: –1802-1945 –202 B.C.–220 A.D. –4th–9th centuries

13. RDA Test Training: Content as of Mar. 31, 2010 -- Module 613 MARC for Date … family Access point: added in subfield $d 046 field (authority format only): $s, $t 046 ## $s 1925 $t 1979 100 3# $a Pahlavi (Dynasty : $d 1925-1979) 376 ## $a Dynasty

14. RDA Test Training: Content as of Mar. 31, 2010 -- Module 614 Identifier for the family RDA 10.9 Scope = “a character string uniquely associated with a family, or with a surrogate for a family (e.g., an authority record), that serves to differentiate that family from other families” Precede the identifier with indication of person or agency, etc., responsible for assigning the identifier

15. RDA Test Training: Content as of Mar. 31, 2010 -- Module 615 MARC for Identifier for a family In access point in bibliographic records, record control number in MARC subfield $0 (Authority record control number) In authority records: –a record control number in field 001, 010, etc. –other identifiers in field 024 with first indicator “7” (ensure that source of code has been added to MARC list cited in subfield $2)

16. RDA Test Training: Content as of Mar. 31, 2010 -- Module 616 Core elements to distinguish RDA 0.6.4: If elements are being recorded to distinguish the preferred name of one family from that of another, record the elements: –either as additions to the authorized access point representing the family [RDA Test], –as separate elements, or –as both

17. RDA Test Training: Content as of Mar. 31, 2010 -- Module 617 Place associated with the family RDA 10.5 Scope = “place where a family resides or has resided or has some connection” Core if needed to distinguish one family from another with the same name In form as authorized access point (ch. 16)

18. RDA Test Training: Content as of Mar. 31, 2010 -- Module 618 MARC for Place … family Access point: added in subfield $c 370 field (authority format only): $c, $e, $f 046 ## $s 1529 $t 1739 100 3# $a Nayak (Dynasty : $d 1529–1739 : $c Madurai, India) 370 ## $e Madurai, India 376 ## $a Dynasty

19. RDA Test Training: Content as of Mar. 31, 2010 -- Module 619 Prominent member of the family RDA 10.6 Scope = “a well-known individual who is a member of a family” Core if needed to distinguish one person from another with the same name In form of authorized access point (ch. 9)

20. RDA Test Training: Content as of Mar. 31, 2010 -- Module 620 MARC for Prominent … family Access point: added in subfield $g 376 field (authority format only): $b 100 3# $a Medici (Royal house : $g Medici, Lorenzo de’, 1449-1492) 376 ## $a Royal house $b Medici, Lorenzo de’, 1449-1942

21. RDA Test Training: Content as of Mar. 31, 2010 -- Module 621 Current authority record practice now in RDA Status of identification (RDA 8.10) –MARC 008/33 Undifferentiated name indicator (RDA 8.11) –MARC 008/32 Source consulted (RDA 8.12) –MARC 670 Cataloguer’s note (RDA 8.13) –MARC 667

22. RDA Test Training: Content as of Mar. 31, 2010 -- Module 622 MARC coding changes for RDA authority records 008/10: value “z” (Other) 040 $a ___ $b ___ $c ___ $e rda

23. RDA Test Training: Content as of Mar. 31, 2010 -- Module 623 MARC Authority 670 field Agency decision for repeating in 670 field any element already recorded in a separate MARC field –Many of new MARC fields include “source” subfields

24. RDA Test Training: Content as of Mar. 31, 2010 -- Module 624 More information on authority format new fields LC Network Development and MARC Standards Office site: Training document #5 for LC’s proposed practice for the RDA Test http://www.loc.gov/marc/authority/ecadhome.html