Cataloging Rules and Processes for Textual Resources in RDA

Learning objectives and training provided by UC Berkeley in Spring 2014 on applying the CONSER Standard Record and RDA instructions to describe textual serials and integrating resources in various formats. The acronym review covers core elements and differences between AACR2 rules/AACR2 version of CCM & CSR and RDA instructions. The training overview includes working with copy and making changes. Detailed information is presented gradually, with practical applications emphasized.

• Cataloging
• RDA
• Training
• UC Berkeley
• Serials

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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 @ UCB 2

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 @ UCB 3

4. Acronym review CSR = 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 LC-PCC PS = UCB PS = IR = P/N = CCM = @ UCB 4

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

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) @ UCB 6

7. Serials: Changes to Title Proper Before: After: No difference between AACR2 and RDA @ UCB 7

8. Serials: Changes to Numbering for Ceased Title Before, AACR2 pre-CSR (formatted 362): After: @ UCB 8

9. Serials: Changes to Numbering for Ceased Title Before, AACR2/CSR or RDA (unformatted 362): After: @ UCB 9

10. Serials: Changes to Date of Publication for Ceased Title Before, AACR2: After, AACR2: Before, RDA: After, RDA: @ UCB 10

11. Serials: Changes to Series Statement Before: After: No difference between AACR2 and RDA @ UCB 11

12. Serials: Changes to Frequency Before: After: 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 @ UCB 12

13. Serials: Changes to Carrier Type Example: change from DVD-ROM to USB drive Before: After: May also need to update Extent @ UCB 13

14. Serials: Changes to Extent Carrier Type Example: change from DVD-ROM to USB drive Before: After: Note also required for this scenario (RDA 3.21.4) @ UCB 14

15. Serials: Changes to Extent Carrier characteristics Example: change from CD-ROM to DVD-ROM Before: After: The note required for this scenario: @ UCB 15

16. Serials: Changes to Extent Ceased Title Before, AACR2 pre-CSR: Before, AACR2/CSR or RDA: no 300 field After: if known or if not known @ UCB 16

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

18. Serials: Changes to LIC Before, AACR2 pre-CSR: Before, AACR2/CSR or RDA: After: @ UCB 18

19. Serials: Changes to Core WEMI No change from AACR2 @ UCB 19

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 (title began in 1970) @ UCB 20

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) @ UCB 21

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) @ UCB 22

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 @ UCB 23

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 @ UCB 24

25. Serials: Changes to Publication Statement Before, AACR2: After: @ UCB 25

26. Serials: Changes to Publication Statement Before, RDA: After: @ UCB 26

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$c After, AACR2: Before, RDA: no 264$c After, RDA: @ UCB 27

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: After: No difference between AACR2 and RDA @ UCB 28

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 @ UCB 29

30. Serials: Changes to Creator or Other PFC Associated with a Work Before: After: @ UCB 30

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 @ UCB 31

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 @ UCB 32

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 @ UCB 33

34. Exercises on making changes to copy @ UCB 34

35. Exercise on making changes to copy Example C Publication statement, before: Publication statements, after: Also update OCLC Fixed Field Ctry @ UCB 35

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 @ UCB 36

37. The OCLC Master Record contd 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 @ UCB 37

38. The OCLC Master Record contd 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 @ UCB 38

39. The OCLC Master Record contd 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 @ UCB 39

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

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 @ UCB 41

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) @ UCB 42

43. Questions? @ UCB 43

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