1. A Beginner’s Guide to RDA Presenter: Karen Snow, Ph.D. Assistant Professor Graduate School of Library & Information Science Dominican University ksnow@dom.edu

2. In this session…  Brief RDA background  Major differences between AACR2 and RDA  Specific changes and new fields that you will encounter in RDA bibliographic records 2

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4. RDA & FRBR  RDA uses the entity-relationship model, the Functional Requirements for Bibliographic Records (FRBR), as its underlying conceptual model  The RDA Toolkit that contains the RDA rules is organized according to FRBR principles and terminology 4

5. http://access.rdatoolkit.org/ 5

6. RDA  Created by the Joint Steering Committee for the Development of RDA (JSC)  The constituent organizations represented on the Joint Steering Committee are:  The American Library Association  The Australian Committee on Cataloguing  The British Library  The Canadian Committee on Cataloguing  CILIP: Chartered Institute of Library and Information Professionals  Deutsche Nationalbibliothek  The Library of Congress  The current Chair of JSC is Gordon Dunsire 6

7. Why Not AACR3?  Wanted code and name that is more internationally inclusive  Wanted a content standard that is designed for the digital world  Better accommodates digital resources  Metadata produced using RDA rules will be more “of the web” (machine-actionable, linked data…..)  Wanted a different approach to describing and relating information entities (FRBR) 7

8. What Will The RDA Environment Look Like? At the moment, it doesn’t look much different from AACR2 environment Most Integrated Library Systems (ILS) are not “FRBR-ized” so cannot take advantage of RDA vision RDA records integrate well with AACR2 legacy data We still use MARC and many RDA instructions are the same as under AACR2 8

9. How RDA Differs from AACR2 Organization of rules AACR2 = by format (books, sound recordings, etc.) RDA = by “elements & values” – Group 1, 2, 3 Entities (WEMI, then title, physical description, etc.) AACR2 9

10. How RDA Differs from AACR2 Organization of rules AACR2 = by format (books, sound recordings, etc.) RDA = by “elements & values” – Group 1, 2, 3 Entities (WEMI, then title, physical description, etc.) 10

11. RDA 100 1_ $a Rubin, Richard, $d 1949- $e author. 245 10 $a Foundations of library and information science / $c Richard E. Rubin. 250 _ _ $a Third edition. 264 _ 1 $a New York : $b Neal-Schuman Publishers, Inc., $c [2010] 264 _ 4 $c ©2010 300 _ _ $a xv, 471 pages ; $c 23 cm 336 _ _ $a text $2 rdacontent 337 _ _ $a unmediated $2 rdamedia 338 _ _ $a volume $2 rdacarrier 504 _ _ $a Includes bibliographical references and index. AACR2 100 1_ $a Rubin, Richard, $d 1949- 245 10 $a Foundations of library and information science / $c Richard E. Rubin. 250 _ _ $a 3rd ed. 260 _ _ $a New York : $b Neal-Schuman, $c c2010. 300 _ _ $a xv, 471 p. ; $c 23 cm. 504 _ _ $a Includes bibliographical references and index. 11 How RDA Differs from AACR2

12. More cataloger’s judgment in RDA More options for catalogers to customize metadata for their library 12

13. How RDA Differs from AACR2 Take what you see Correction inaccuracies elsewhere Do not abbreviate unless it is on the item 13

14. How RDA Differs from AACR2 AACR2 245 10 $a Living histroy [i.e. history] / $c Phyllis Brown, Charles Peters. 246 3_ $a Living history 250 _ _ $a 1st Routledge ed. 14

15. How RDA Differs from AACR2 RDA 245 10 $a Living histroy / $c Phyllis Brown, Charles Peters. 246 3_ $a Living history 250 _ _ $a First Routledge edition. (could also have: 246 1_ $i Title should read: $a Living history instead of what I have above) 15

16. Specific differences between RDA & AACR2  Desc fixed field  Transcribing the title proper and multiple authors in the statement of responsibility  Abbreviations  Publication information (specifically, place of publication and publication/copyright dates)  Content, Media, and Carrier Types  Relationship Designators 16

17. Desc fixed field  Desc = Descriptive Cataloging Form  In the Desc fixed field, code “a” for AACR2 17

18. Desc fixed field  RDA does not have a code  If you use ISBD punctuation in your records (and most of us will still do so – the colons, semicolons, commas, etc…) use code “i” (for ISBD) & code $e rda in 040 field Desc i 040 _ _ IN$ ‡c IN$ ‡e rda 18

19. Title Proper “Transcribe a title as it appears on the source of information.” – RDA 2.3.1.4 19

20. Title Proper THE ORGANIZATION OF INFORMATION / Arlene G. Taylor and Daniel N. Joudrey. Title Page 20

21. Title Proper  Traditionally in cataloging, we use sentence case rather then title case; in other words, transcribe the title & statement of responsibility as if you are writing a sentence, capitalizing only the first word of the title and proper nouns.  This is not stated in RDA 2.3.1.4, but allowed as an option in Appendix A – catalogers will likely continue to transcribe most fields sentence case  ISBD punctuation can be used (and likely will be used), but is not required in RDA (Appendix D) 21

22. Title Proper The organization of information / Arlene G. Taylor and Daniel N. Joudrey. Title Page 22

23. AACR2 – More Than 3 Authors  In AACR2: “Rule of Three” (rule1.1F5)  1.1F5: “If a single statement of responsibility names more than three persons or corporate bodies performing the same function, or with the same degree of responsibility, omit all but the first of each group of such persons or bodies. Indicate the omission by the mark of omission ( … ) and add et al. (or its equivalent in a nonroman script) in square brackets.”  The big, brown bear / by Jane Smith … [et al.]  Problem: if someone is not listed in 245$c or in a note field, he/she was not included in a 100/700 field for indexing 23

24. AACR2 245 00 $a Climate change policy in the European Union : $b confronting the dilemmas of mitigation and adaptation? / $c edited by Andrew Jordan … [et al.] 24

25. RDA (optional) – 2.4.1.5 245 00 $a Climate change policy in the European Union : $b confronting the dilemmas of mitigation and adaptation? / $c edited by Andrew Jordan [and four others]. 25

26. RDA (2.4.1.5) 245 00 $a Climate change policy in the European Union : $b confronting the dilemmas of mitigation and adaptation? / $c edited by Andrew Jordan, Dave Huitema, Harro Van Asselt, Tim Rayner, Frans Berkhout. 26

27. Abbreviations Transcribe abbreviations as they appear on the item (such as state names), but otherwise, don’t abbreviate. 27

28. Abbreviations 28

29. Abbreviations 250 _ _ $a 2nd happy fun time edition. 264 _ 1 $a Bloomington, Indiana : $b Abacus, $c 1999. 29

30. Abbreviations Place of publication unknown “Second” written-out 30

31. Abbreviations 250 _ _ $a Second happy fun time edition. 264 _ 1 $a [Place of publication not identified] : $b Abacus, $c 1999. 31

32. Abbreviations AACR2 260 _ _ $a [S.l.] : $b Random, $c 1990, c1989. 300 _ _ $a xx, 300 p. : $b col. Ill. ; $c 23 cm. RDA 264 _ 1$a [Place of publication not identified] : $b Random Publishing Company, $c 1990. 264 _ 4 $c ©1989 300 _ _ $a xx, 300 pages : $b color illustrations ; $c 23 cm. 32

33. Publication Information New MARC field: 264 – do not use the 260 field in RDA records! http://www.oclc.org/bibformats/en/2xx/264.html 33

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35. Multiple Places of Publication RDA 2.8.2 - “If more than one place of publication appears on the source of information, only the first recorded is required.” (CORE) RDA 2.8.2.4 – “If more than one place of publication is named on the source of information, record the place names in the order indicated by the sequence, layout, or typography of the names on the source of information.” 35

36. 264 _1 $a New York …. OR 264 _1 $a New York ; $a London ; $a Toronto ; $a Sydney … 36

37. Date of Publication/Copyright 37

38. Date of Publication/Copyright 264 _1 $a New York, New York : $b Penguin Books, $c 2001. 264 _4 $c ©2000 OR 264 _1 $a New York, New York : $b Penguin Books, $c 2001. 264 _4 $c copyright 2000 38

39. No Publication Date, Only Copyright 39

40. 264 _ 1 $a London : $b Hogwarts Press, $c [2012] 264 _ 4 $c ©2012 If there is no publication date, use the copyright or printing date to infer a probable publication date. Don’t use [date of publication not identified] if possible. 40

41. Content, Media, & Carrier Types  New MARC fields – 336, 337, and 338  Meant to replace the General Material Designation (GMD) in AACR2 (245$h)  More specific terms describing the content and carrier of items  Easier to index and search/browse  Terms for each field provided in RDA Toolkit (RDA 6.9, 3.2, and 3.3) 41

42. Content, Media, & Carrier Types You can also look up the terms and codes on these web pages if you don’t have access to RDA Toolkit:  Content types (terms & codes): http://www.loc.gov/standards/valuelist/rdacontent.html  Media types (terms & codes): http://www.loc.gov/standards/valuelist/rdamedia.html  Carrier types (terms & codes): http://www.loc.gov/standards/valuelist/rdacarrier.html 42

43. Content Type – 336 field  Content of the item, not the container  Examples:  performed music  still image  three-dimensional form  Add $2 rdacontent to the end of the field to show that it is a term from RDA  Books: 336 _ _ $a text $2 rdacontent 43

44. Media Type – 337 field  Broad terms describing attributes of a carrier that distinguish manifestations – not a Core Element  Examples:  audio  computer  video  Add $2 rdamedia to the end of the field to show that it is a term from RDA  Books: 337 _ _ $a unmediated $2 rdamedia 44

45. Carrier Type – 338 field  Specific terms describing attributes of a carrier that distinguish manifestations  Examples:  film reel  videodisc  online resource  Add $2 rdacarrier to the end of the field to show that it is a term from RDA  Books: 338 _ _ $a volume $2 rdacarrier 45

46. Content, Media, & Carrier Types AACR2: 245 10 $a Mythology / $c by Thomas Bulfinch ; a modern abridgment by Edmund Fuller. RDA: 245 10 $a Mythology / $c by Thomas Bulfinch ; a modern abridgment by Edmund Fuller. 336 _ _ $a text $2 rdacontent 337 _ _ $a unmediated $2 rdamedia 338 _ _ $a volume $2 rdacarrier 46

47. Content, Media, & Carrier Types AACR2: 245 10 $a Babel $h [sound recording] / $c Mumford & Sons. RDA: 245 10 $a Babel / $c Mumford & Sons. 336 _ _ $a performed music $2 rdacontent 337 _ _ $a audio $2 rdamedia 338 _ _ $a audio disc $2 rdacarrier 47

48. Recording Content, Media, & Carrier Types Use as many as necessary to cover the content, media, and carrier types of what you are cataloging Atlas Example: 110 2_ $a National Geographic Society (U.S.), $e cartographer. 245 10 $a National geographic visual atlas of the world. 336 _ _ $a cartographic image $2 rdacontent 336 _ _ $a still image $2 rdacontent 336 _ _ $a text $2 rdacontent 337 _ _ $a unmediated $2 rdamedia 338 _ _ $a volume $2 rdacarrier 48

49. Kit (books, music CD, & parachute) 336 _ _ $3 books $a text $b txt $2 rdacontent 336 _ _ $3 CD $a performed music $b prm $2 rdacontent 336 _ _ $3 parachute $a three-dimensional form $b tdf $2 rdacontent 337 _ _ $3 books $a unmediated $b n $2 rdamedia 337 _ _ $3 CD $a audio $b s $2 rdamedia 337 _ _ $3 parachute $a unmediated $b n $2 rdamedia 338 _ _ $3 books $a volume $b nc $2 rdacarrier 338 _ _ $3 CD $a audio disc $b sd $2 rdacarrier 338 _ _ $3 parachute $a object $b nr $2 rdacarrier Playaway 336 _ _ $a spoken word $b spw $2 rdacontent 337 _ _ $a audio $b s $2 rdamedia 337 _ _ $a computer $b c $2 rdamedia 338 _ _ $a audio media player $2 rdacarrier NOTE: You don’t have to use both the terms and the codes! $3 = Materials specified – this can be either at the beginning or the end of the field (I have seen it both ways) 49

50. Kent State University - http://kentlink.kent.edu/record=b4829875 50

51. Kent State University - http://kentlink.kent.edu/search~S1?/twatching+ war/twatching+war/1%2C2%2C2%2CE/framese t&FF=twatching+war&1%2C1%2C/indexsort=- 51

52. Relationship Designators  Because relationships are an important part of FRBR, RDA recommends the use of relationship designators (terms or codes) that specify the type of relationship a person, corporate body, or family has to the work, expression, manifestation, or item  Use RDA Appendix I to describe relationships between a resource and a person, corporate body, or family associated with the resource  MARC allows catalogers to use relator terms or codes in AACR2 cataloging, but it was rarely done in practice. AACR2 21.0D1 – allows catalogers to add “designations of function” for compilers, editors, illustrators, and translators. 52

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54. Relationship Designators – Examples 700 1_ $a Nelson, Juan, $e instrumentalist. 100 1 _ $a Harper, Ben, $d 1969- $e singer, $e instrumentalist. 700 1_ $a Reeves, Keanu, $e actor. 700 1_ $a Wachowski, Andy, $d 1967- $e film director, $e executive producer. 700 1_ $a Davis, Don, $d 1957- $e composer (expression). 100 1_ $a Taylor, Arlene G., 1941- $e author. 710 2_ $a Village Roadshow Pictures, $e production company.  Use as many terms as necessary to describe the relationship to the work, expression, manifestation, or item  RDA Appendix I: If none of the terms listed in this appendix is appropriate or sufficiently specific, use another concise term to indicate the nature of the relationship. 54

55. http://www.loc.gov/marc/relators/relaterm.html 55

56. Relationship designator as a term (use $e): 100 1_ $a Taylor, Arlene G., $d 1941- $e author. 700 1_ $a Joudrey, Daniel N., $e author. 700 1_ $a Fritz, Klaus, $e translator. Relationship designator as a code (use $4): 100 1_ $a Taylor, Arlene G., $d 1941- $4 aut 700 1_ $a Joudrey, Daniel N. $4 aut 700 1_ $a Fritz, Klaus. $4 trl (note: the codes are not in RDA – only the terms are there) **Use either the term OR the code – don’t use both!!! Terms & codes should be lowercase. Use a comma after the preferred name if using $e (except when there is a hyphen), but not before the $4. Put period before the $4 except when there is a hyphen. No actual rules for this punctuation in RDA, only examples, so there is inconsistency in practice. 56

57. Recommended Reading  Adam Schiff’s homepage (tons of great examples, AACR2/RDA comparisons): http://faculty.washington.edu/aschiff/http://faculty.washington.edu/aschiff/  Maxwell, Robert L. (2013). Maxwell’s handbook for RDA Resource Description & Access : Explaining and illustrating RDA : Resource Description and Access using MARC 21. Chicago: ALA Editions. ISBN 9780838911723  Mering, Margaret, editor. (2014). The RDA Workbook: Learning the Basics of Resource Description and Access. Santa Barbara, CA: Libraries Unlimited. ISBN 9781610694896  Veve, Marielle. RDA Workshop I: Cataloging Books (print & electronic), Booklet. Jacksonville, Florida : UNF Digital Commons, c2013. http://digitalcommons.unf.edu/library_facpub/13/  RDA-L email discussion list and RDA Café on Facebook 57

58. Stay Tuned….  Webinar 3 – Linked Data: What Is It & How Does It Relate To RDA? (Friday, November 14, 2014) – basics of linked data and RDF  Webinar 4 – MARC, BIBFRAME, and Their Relationship to RDA (Friday, December 5, 2014) – basics of the likely replacement for MARC and what this will mean for the future of the library catalog 58