1. PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

2. Learning Objectives Apply the CSR (PCC Core) and UC Berkeley Policy Statements to describe textual serials and integrating resources (non-rare) in several formats: print, online, tangible electronic, microform Distinguish substantive differences between AACR2 rules/AACR2 version of CCM & CSR and RDA instructions (plus local guidelines) for PCC Core elements Exercise appropriate judgment when reviewing and editing existing copy for the local catalog 2 @ UCB

3. Training Overview Day 1: CONSER/PCC Core elements in RDA Chapters 1-2 Day 2: CONSER/PCC Core elements in RDA Chapters 3-end Day 3 (today): making changes/working with copy 3 @ UCB

4. Acronym review CSR = LC-PCC PS = UCB PS = IR = P/N = CCM = CONSER Standard Record Library of Congress–Program for Coop. Cat. Policy Statement (RDA equiv. of LCRI) UC Berkeley Policy Statement (local policy) integrating resource provider-neutral CONSER Cataloging Manual 4 @ UCB

5. More acronym review AAP = WEMI = PFC = Authorized Access Point (RDA equiv. of “heading”) Work, Expression, Manifestation, Item (FRBR Group 1 entities) Person, Family, Corporate body (FRBR Group 2 entities) 5 @ UCB

6. Making Changes to Copy Some changes require a new description; listed at RDA 1.6 Other changes are recorded by modifying the existing record See RDA subchapter “Recording Changes in [element name]” or “Changes in [element name]” If there are no changes, you can accept the record as-is (regardless of cataloging standard) 6 @ UCB

7. Serials: Changes to Title Proper Before: 245 00 $a Research in industrial organisation After: 245 00 $ Research in industrial organisation 246 1_ $i Issues for have title: $a Research in industrial organization No difference between AACR2 and RDA 7 @ UCB

8. Serials: Changes to Numbering for Ceased Title Before, AACR2 pre-CSR (formatted 362): 362 0_ $a Vol. 1, no. 1 (Mar. 1982)- After: 362 0_ $a Vol. 1, no. 1 (Mar. 1982)- 362 1_ $a Ceased with: Volume 32, number 4 (December 2013). 8 @ UCB

9. Serials: Changes to Numbering for Ceased Title Before, AACR2/CSR or RDA (unformatted 362): 362 1_ $a Began with: Band 15 (2004). After: 362 1_ $a Began with: Band 15 (2004); ceased with: Band 22 (2011). 9 @ UCB

10. Serials: Changes to Date of Publication for Ceased Title Before, AACR2: 260 __ … $c c1970- After, AACR2: 260 __ … $c c1970- c2012. Before, RDA: 264 _1 … $c [2001]- After, RDA: 264 _1 … $c [2001- 2009] 10 @ UCB

11. Serials: Changes to Series Statement Before: 490 X_ $a Progress in modern science After: 490 X_ $3 : $a Progress in modern science 490 X_ $3 : $a 21st century academic advances No difference between AACR2 and RDA 11 @ UCB

12. Serials: Changes to Frequency Before: 310 __ $a Quarterly After: 310 __ $a Semiannual, $b 2013- 321 __ $a Quarterly, $b -2012 If OCLC Fixed Fields Freq and Regl are coded, update them; if not coded, OK to leave as is No difference between AACR2 and RDA 12 @ UCB

13. Serials: Changes to Carrier Type Example: change from DVD-ROM to USB drive Before: 338 __ $a computer disc $b cd … After: 338 __ $3 2009-2012 $a computer disc $b cd … 338 __ $3 2013- $a other $b cz … May also need to update Extent… 13 @ UCB

14. Serials: Changes to Extent – Carrier Type Example: change from DVD-ROM to USB drive Before: 300 __ $a DVD-ROMs … After: 300 __ $3 2009-2012: $a DVD-ROMs … 300 __ $3 2013- : $a USB flash drives … Note also required for this scenario (RDA 3.21.4) 500 __ $a Issues for 2009-2012 on DVD-ROM; issues for 2013- on USB flash drive. 14 @ UCB

15. Serials: Changes to Extent – Carrier characteristics Example: change from CD-ROM to DVD-ROM Before: 300 __ $a CD-ROMs … After: 300 __ $a computer discs … The note required for this scenario: 500 __ $a Issues for 1998-2009 on CD-ROM; issues for 2010- on DVD-ROM. 15 @ UCB

16. Serials: Changes to Extent – Ceased Title Before, AACR2 pre-CSR: 300 __ $a v. … Before, AACR2/CSR or RDA: no 300 field After: 300 __ $a 17 volumes … – if known or 300 __ $a volumes … – if not known 16 @ UCB

17. Serials: Changes to Dimensions Example: print resource Before, AACR2 pre-CSR: 300 __ … $c 24 cm. After, AACR2 pre-CSR: 300 __ … $c 24-29 cm. Before, AACR2/CSR or RDA: no 300$c After, AACR2/CSR or RDA: no 300$c After, AACR2/CSR or RDA, becomes folio: 300 __ … $c 28-35 cm 17 @ UCB

18. Serials: Changes to LIC Before, AACR2 pre-CSR: 5XX __ $a Latest issue consulted: No. 32 (Aug. 2004). Before, AACR2/CSR or RDA: 588 __ $a Latest issue consulted: Number 32 (August 2004). After: 588 __ $a Latest issue consulted: Number 78 (January 2014). 18 @ UCB

19. Serials: Changes to Core WEMI 785 00 $t Sistema de cuentas nacionales de M é xico. Cuentas econ ó micas y ecol ó gicas de M é xico... $x 1405-9096 $w (DLC) 2013254003 $w (OCoLC)841298557 780 05 $t NARPPS journal $g 1998 $w (OCoLC)28605185 No change from AACR2 19 @ UCB

20. Serials: Changes in Title elements other than Title Proper Do not record changes unless necessary for identification or access If recording, prefer MARC 246 when appropriate 245 00 $a Archiv f ü r Psychologie 246 1_ $i Issues for 1978-1990 also have title in English: $a Archives of psychology (title began in 1970) 20 @ UCB

21. Serials: Changes to Statement of Responsibility Do not record changes unless necessary for identification or access If recording, always do so in a note (MARC 5XX) 550 __ $a Issued by: Department of Health and Welfare, Bureau of Vital Statistics, 1964- 1977; by: Department of Health and Human Services, Bureau of Vital Records, 1978- 21 @ UCB

22. Serials: Changes to Edition Statement New description (i.e. new bib record) required when change in edition statement indicates significant change in scope or coverage If a new description is not required: – Do not record changes unless necessary for identification or access – If recording, always do so in a note (MARC 500) 250 __ $a International ed. in English 500 __ $a Edition statement varies: International edition, 1998- 22 @ UCB

23. Serials: Changes to Numbering other than for ceased title Do not record changes unless necessary for identification or access If recording, may do so in either 362 or 515 362 1_ $a Began with: Number 1 (April 2012). 515 __ $a Issues for lack numbering. 23 @ UCB

24. Serials: Changes to Publication Statement Do not record changes unless necessary for identification or access If recording, always: – Follow PCC 260/264 repeatability guidelines – For added statement(s): Record in MARC 264 Apply RDA instructions regarding transcription and sources of information – Update OCLC Fixed Field “Ctry”, if applicable 24 @ UCB

25. Serials: Changes to Publication Statement Before, AACR2: 260 __ $a Baltimore, MD : $b Johns Hopkins University Press, $c c1982- After: 260 __ $3 1982-2007: $a Baltimore, MD : $b Johns Hopkins University Press, $c c1982- 264 31 $3 2008- : $a Hoboken, New Jersey : $b Wiley-Blackwell 25 @ UCB

26. Serials: Changes to Publication Statement Before, RDA: 264 _1 $a Reston, VA : $b American Institute of Aeronautics and Astronautics, $c [2009]- After: 264 _1 $3 2008-2010: $a Reston, VA : $b American Institute of Aeronautics and Astronautics, $c [2009]- 264 31 $3 2011- : $a The Hague, The Netherlands : $b Eleven International Publishing 26 @ UCB

27. Serials: Changes to Date of Publication other than for Ceased Title When would you do this? When “backing up” the description to the first issue – i.e. when DBO in existing record is not the first issue Don’t bother if Date of Publication and DBO would be the only changes Before, AACR2: no 260$c After, AACR2: 260 __ … $c 2000- Before, RDA: no 264$c After, RDA: 264 _1 … $c 2010- 27 @ UCB

28. Serials: Changes to Language of the Content Do not record changes unless necessary for identification or access If recording, change/add MARC 041 and 546 as appropriate Before: 041 0_ $a ger $b fre $b ger 546 __ $a Articles in German, abstracts in French and German. After: 041 0_ $a ger $b eng $b fre $b ger 546 __ $a Articles in German, abstracts in French and German; issues for 2013- also have abstracts in English. No difference between AACR2 and RDA 28 @ UCB

29. Serials: Changes to Creator or Other PFC Associated with a Work New description (i.e. new bib record) required when change in Creator or Other PFC changes the AAP for the work – i.e., when name is in MARC 100-130 If a new description is not required: – Do not record changes unless necessary for identification or access – If recording, use $3 in MARC 7XX – Update existing note, or add one if necessary 29 @ UCB

30. Serials: Changes to Creator or Other PFC Associated with a Work Before: 550 __ $a Issued by: U.S. Special Operations Command. 710 2_ $a U.S. Special Operations Command. After: 550 __ $a Issued by: U.S. Special Operations Command, spring 2001-winter 2011; by: Special Operations Medical Association, spring 2011- 710 2_ $3 spring 2001-winter 2011: $a U.S. Special Operations Command, $e issuing body. 710 2_ $3 spring 2011- : $a Special Operations Medical Association, $e issuing body. 30 @ UCB

31. Serials: Changes to Contributor Do not record changes unless necessary for identification or access If recording, use $3 in MARC 7XX Update existing note, or add one if necessary 31 @ UCB

32. Serials: Changes to Note on … Basis for Identification of the Resource Includes DBO and LIC Do not update/add unless making other changes to the record If updating/adding, always use RDA form of issue designation as is/would be used in 362 588 __ $a Description based on: Tome I (printemps 2005). 588 __ $a Latest issue consulted: A ñ o 3, no. 17 (julio/septiembre 2012). 32 @ UCB

33. IRs: Changes Nearly all changes are required to record Change the value of the element to the current value Recording/noting the earlier value of the element is sometimes required, sometimes not 33 @ UCB

34. Exercises on making changes to copy 34 @ UCB

35. Exercise on making changes to copy Example C Publication statement, before: 264 _1 $a Harrisonburg, VA : $b Department of English, James Madison University, $c 1991- Publication statements, after: 264 _1 $3 1991- : $a Harrisonburg, VA : $b Department of English, James Madison University, $c 1991- 264 31 $3 : $a St. Louis, MO : $b Sponsored by: Department of English, Saint Louis University Also update OCLC Fixed Field “Ctry” 35 @ UCB

36. The OCLC Master Record Make changes to OCLC whenever possible! CONSER-authenticated record (has MARC 042) – Until we’re CONSER-authorized, must submit changes with proof Scans of title pages, etc. – Ask yourself how important the changes are relative to the effort 36 @ UCB

37. The OCLC Master Record cont’d Non-authenticated record (no MARC 042): update with all required changes and any optional changes deemed necessary – RDA copy Follow RDA instructions for changes NEVER re-describe to earlier standard 37 @ UCB

38. The OCLC Master Record cont’d Non-authenticated record (no MARC 042) – Pre-RDA copy (e.g. AACR2) Re-describe to RDA? Generally don’t, but consider: – How extensive/significant are the needed changes – Which issue(s) are in hand – Workload If not re-describing… 38 @ UCB

39. The OCLC Master Record cont’d Non-authenticated record (no MARC 042) – Pre-RDA copy (e.g. AACR2) If not re-describing to RDA: – Make changes following existing standard in most cases – If making changes following RDA, observe PCC hybrid record guidelines – In any case, be sure DBO and LIC are correct 39 @ UCB

40. The Record in OskiCat If you have… No record “Uncataloged” record c-level record 40 Then… → export record from OCLC overlay if necessary @ UCB What if there is a full record already?

41. Full Record Already in OskiCat SCP record – What does this mean? – How to identify SCP records? 956 20100716|bSCP Serials 20100503 856 91 |3v.1(1999)-|zWiley Online Library. Restricted to UC campuses|uhttp://uclibs.org/PID/4757|941 – What to do: Make sure changes are in OCLC master record Notify campus SCP liaison 41 @ UCB

42. Full Record Already in OskiCat cont’d Not an SCP record – Make sure changes are in OCLC master record – Export record from OCLC (overlay) 42 @ UCB

43. Questions? 43 @ UCB

44. Congratulations! You have completed training on the CONSER Standard Record in RDA instruction number order Coming next: record review 44 @ UCB