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PCC RDA CONSER Standard Record (CSR)

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

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PCC RDA CONSER Standard Record (CSR)

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  1. PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 1 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

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

  4. Acronyms 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 (PCC guidelines for cataloging online resources available from multiple providers) CONSER Cataloging Manual @ UCB

  5. More Acronyms AAP = WEMI = PFC = COEP = Authorized Access Point (RDA equiv. of “heading”) Work, Expression, Manifestation, Item (FRBR Group 1 entities) Person, Family, Corporate body (FRBR Group 2 entities) Concept, Object, Event, Place (FRBR Group 3 entities) @ UCB

  6. PCC/CONSER Documentation • Currently in force • CONSER Standard Record (CSR) Metadata Application Profile • Provider-Neutral E-Resource guide • sort of: RDA Cataloging Checklist • BIBCO Standard Record (BSR) for applicable PCC Core elements of any non-textual serials & IRs @ UCB

  7. PCC/CONSER Documentation • Being revised for RDA as we speak • CONSER Cataloging Manual (CCM) 8 revised modules already published in Cataloger’s Desktop; others underway • Planned to be revised for RDA • CONSER Editing Guide (CEG) @ UCB

  8. @ UCB Image courtesy of Steve Shadle

  9. RDA Toolkit organization:refresher • Sect. 1: Manifestation and Item (MI) • Sect. 2: Work and Expression (WE) (including AAPs (and authority records) for works and expressions) • Sect. 3: Person, Family, Corporate Body (PFC) (FRBR Group 2): AAPs and authority records • Sect. 4: Concept, Object, Event, Place (COEP) (FRBR Group 3): AAPs and authority records • Sect. 5: Primary Relationships (relationship of a resource to itself at various WEMI levels) @ UCB

  10. RDA Toolkit organization:refresher cont’d • Sect. 6: Relationships to PFCs (i.e. making “name entries”) • Sect. 7: Relationships to COEPs (i.e. assigning subject headings) • Sect. 8: Relationships between WEMIs (relationship of a resource to a separate resource) • Sect. 9: Relationships between PFCs (elements for name authority records) • Sect. 10: Relationships between COEPs (elements for subject authority records) @ UCB

  11. RDA Toolkit organization:refresher cont’d • Appendices – a few key ones • A: Capitalization • I: Relationship Designators: resource to PFC (for use with Chapters 18-22) • J: Relationship Designators: resource to resource (for use with Chapters 24-28) @ UCB

  12. A walk through the CSR • Mainly for serials; IRs mentioned in passing • Most but not all listed elements are Core; be sure to read Notes • Will look at elements or instructions not in CSR: very important and/or very different from AACR2 • In RDA instruction order because MARC is going away @ UCB

  13. Old CSR, New CSR • “Old” CSR = AACR2 version • Introduced in 2007 • Anticipated some RDA changes, e.g.: • Fewer required elements (i.e. fields) • Appendix B (abbreviations) optional for some elements • “New” CSR = RDA version • Very similar to the AACR2 version • Familiarity with the old → head start on the new @ UCB

  14. Significant Differences,Frequently Encountered • Numbering: • Numerals are not transcribed, rest of numbering is transcribed • No more abbreviations • Publication (etc.) statement(s): • Transcribe data as it appears • Sources of information • Multiple statements for different kinds of data • cont’d… @ UCB

  15. Significant Differences,Frequently Encountered cont’d • Notes: • No longer required to justify “added entries” • Prefer machine-actionable data • MARC 33X fields replace GMD • AAP for the work (i.e. “main entry”) must be unique • This requirement went away with the Old CSR, now it’s back @ UCB

  16. Significant Differences,Less Frequently Encountered • Edition statement • Transcribe as it appears • AAP for language editions • Treat the same as translations in AAP (“heading”) • Compilation of expressions • Need analytical AAPs (title or name/title “added entries”) @ UCB

  17. Getting Started:Is it a serial? Is it an IR? • No change from AACR2 • Is it a serial? • successive parts • usually bears numbering • no predetermined conclusion • Is it an integrating resource? “A resource that is added to or changed by means of updates that do not remain discrete but are integrated into the whole.” @ UCB

  18. Getting Started:When might a separate record be needed? • Supplements, issued in parts, reprints, etc. • no change from AACR2 • see LC-PCC PS 0.0, section “Determining Number of Records” • Changes in descriptive or identifying elements • see RDA 1.6 • cont’d on next 2 slides… @ UCB

  19. Changes Requiring a New DescriptionRDA 1.6 • Serials: RDA 1.6.2 • Mode of issuance • Carrier characteristics (i.e. format/physical medium) • Major change in title proper • Responsibility – when name of PFC is part of AAP for the work • Edition statement signifying significant change in scope or coverage @ UCB

  20. Changes Requiring a New DescriptionRDA 1.6 • Integrating Resources: RDA 1.6.3 • Mode of issuance • Media type • Re-basing • Edition statement signifying significant change in scope or coverage @ UCB

  21. Basis for Identification of the ResourceRDA 2.1 • No change from AACR2 • Serials: RDA 2.1.2.3, CCM 3.1 • If issues are numbered: choose issue with the lowest number • If issues are unnumbered: choose issue with the earliest issue date • Integrating Resources: RDA 2.1.2.4 • Choose the current iteration (i.e. latest) @ UCB

  22. TranscriptionRDA 1.7 • Capitalization: RDA 1.7.2 • Prefer Appendix A • Other guide/standard or “take what you see” acceptable in copy • Punctuation: RDA 1.7.3 • Transcribe as it appears, except when it separates elements on the source • Diacritical Marks: RDA 1.7.4 • Follow UCB PS 1.7.4: do not add when not present in source, except when necessary and known @ UCB

  23. Transcription cont’dRDA 1.7 • Abbreviations: RDA 1.7.8 • Transcribe as found; do not abbreviate when not abbreviated in source • Inaccuracies: RDA 1.7.9 • Transcribe as found, unless specific instruction for element says otherwise • BIG EXCEPTION for serials and IRs: for title proper, correct obvious errors; make a note indicating how title actually appears on source @ UCB

  24. Numbers/NumeralsRDA 1.8 • Record numerals as they appear (UCB PS 1.8.2); record words as numerals (RDA 1.8.3) • RDA 1.8 applies to many elements that are used in serials cataloging; see list at RDA 1.8.1 For any serial/series numbering: • “Term” part is transcribed per 1.7 • “Number” part is recorded per 1.8 @ UCB

  25. Numbers/NumeralsRDA 1.8 • Examples: On source: VOLUME I, NUMBER 1 Record as: Volume I, number 1 On source: Sexto Tomo Record as: 6.o tomo @ UCB

  26. Facsimiles and ReproductionsRDA 1.11 • For microform reproductions only: continue to follow LCRI 11 • Describe the original; include details of the reproduction in a note (MARC 533) • For other formats, best practices are still being worked out @ UCB

  27. Sources of Information: Preferred SourceRDA 2.2.2 • Print, or any facsimile reproduction in any format: apply 2.2.2.2 • First choice: title page • If no title page, then hierarchy of choices • cover or jacket • caption • masthead • colophon • If still no title, look at any other source within the resource • Do not use square brackets @ UCB

  28. Sources of Information: Preferred Sourcecont’d – RDA 2.2.2 • Non-print (e.g. electronic, microform) • When there are page images, apply 2.2.2.2 • Otherwise, apply 2.2.2.4 • Example: CD-ROM – hierarchy of choices • printing or label on disc surface • textual content that presents a title • container or accompanying material issued with the resource • any other source forming part of the resource • Do not use square brackets @ UCB

  29. Sources of Information: Preferred Sourcecont’d – RDA 2.2.2 • Serials: Retrospective cataloging: LC-PCC PS 2.2.2/CCM 3.2.3 – no change from AACR2 • Choose a stable title, even if from a less-preferred source • If the title page is added to or dropped from issues, treat the resource as lacking a title page @ UCB

  30. Sources of Information: Other SourcesRDA 2.2.4 • When to apply? When information does not appear within the resource for listed elements • Look at in this order: • accompanying material not part of the resource • other published descriptions (e.g. Amazon.com) • container not issued with the resource • any other source (e.g. DLB, email from publisher) • When applying, use square brackets (LC-PCC PS 2.2.4) @ UCB

  31. Recording TitlesRDA 2.3.1.4 • UCB PS 2.3.1.4: may abridge a long title if it can be abridged without loss of essential information (see RDA 2.3.1.4 Optional Omission) • Doesn’t come up often with serials & IRs • May be better not to abridge in some cases @ UCB

  32. Recording Titles cont’dRDA 2.3.1.4 • Exceptions to basic instruction • Inaccuracies: must correct any obvious, inadvertent errors in title proper (no change from AACR2); may give erroneous title as a variant title as in RDA 2.17.2.4 245 00 $a Housing starts 246 1_ $i Title appears on v. 1, no. 1 as: $a Housing sarts @ UCB

  33. Recording Titles cont’dRDA 2.3.1.4 • Exceptions to basic instruction cont’d • Date, name, number, etc., that varies from issue to issue: omit and use mark of omission • Change from AACR2: use mark of omission anywhere within title (e.g. even at the beginning) On source: 2005/06 End of Session Report RDA: Record as: 245 10 $a ... end of session report AACR2: 245 10 $a End of session report @ UCB

  34. Title ProperRDA 2.3.2 • Means the same thing in RDA as in AACR2 • No change from AACR2, except: • transcribe as it appears per RDA 1.7 • hierarchy of choices when title page lacking per RDA 2.2.2.2 • Remember exceptions for retrospective cataloging: LC-PCC PS 2.2.2/CCM 3.2.3 – may choose a different preferred source @ UCB

  35. Title in More Than One FormRDA 2.3.2.5 • See Exception: when title appears as both initialism/acronym and spelled-out form, choose spelled-out form as title proper • Record initialism/acronym as variant title, not other title information On source: Linguistics and language behavior abstracts (LLBA) Record as: 245 00 $a Linguistics and language behavior abstracts 246 1_ $a LLBA @ UCB

  36. Parallel Title ProperRDA 2.3.3 • Reminders: • May take from any source within the resource • May take from a source outside the resource IF that’s where the title proper was taken from • Must record in 246 245 00 $a Shi chao 246 11 $a Poetry waves • Generally do not also record in 245$b (OK to accept in copy) @ UCB

  37. Other Title InformationRDA 2.3.4 • Not actually PCC Core; see CSR “Notes” • If included, must be taken from same source as title proper • If it’s not on the same source as title proper, then it’s not other title information • NEVER supply (other than for cartographic and moving image resources) • If descriptive information is needed, give it as a note 500 __ $a Proceedings of the conference. @ UCB

  38. Variant TitleRDA 2.3.6 • Record any “that a user might reasonably consider to be the title” • Can be taken from any source, even outside the resource • UCB PS 2.3.6.3:follow “Best Practices” sections of LC-PCC PS 2.3.6.3 (e.g. spelling out abbreviations, symbols, numerals, etc.) • cont’d… @ UCB

  39. Variant Title cont’dRDA 2.3.6 • Also record: • Initialism/acronym when spelled-out version is recorded as title proper • Erroneous title appearing on source when corrected title is recorded as title proper (construct as note with $i) • P/N guidelines: any provider-specific title variants 246 1_ $i Issues from some providers have title: $a {Title} @ UCB

  40. Earlier Title ProperRDA 2.3.7 • Serials: use only for online serials where the title proper changes and all evidence of the earlier title is removed (LC-PCC PS 2.3.7.3) • IRs: use whenever the title proper changes; record current title as title proper and move superseded title to earlier title proper (RDA 2.3.2.12.3) @ UCB

  41. Later Title ProperRDA 2.3.8 • No change from AACR2 • For serials only, not IRs • Record minor title changes • No change from AACR2 in how major and minor title changes are defined or treated AACR2 21.2C2 = RDA 2.3.2.13 @ UCB

  42. Abbreviated TitleRDA 2.3.10 • Not actually PCC Core • Accept if found in copy and correctly recorded 210 0_ $a Eur. j. glass sci. technol., B Phys. chem. glasses $b (Print) 245 00 $a European journal of glass science and technology. $n Part B, $p Physics and chemistry of glasses. @ UCB

  43. Statement of ResponsibilityRelating to Title Proper – RDA 2.4.2 • Not actually PCC Core • Responsible PFCs not always named • Often not the same over the life of the resource • Alternatives to using s.o.r.: • Issuing body note • AAP with relationship designator (when name is established) 710 2_ $a Ágora Democrática (Organization), $e issuing body. @ UCB

  44. Statement of ResponsibilityRelating to Title Proper cont’d • When to consider using anyway: • To record usage for any name that is not established • When needed to support user tasks (change from AACR2) • If using, apply RDA 2.4 and relevant UCB PSs • Only one statement (first recorded) is required • May omit any but first name when there are more than three with the same function • May include or omit honorifics, affiliations, etc. @ UCB

  45. Exerciseson titles @ UCB

  46. Exerciseson titles • Example A 245 ?0 $a New books on women, gender, and feminism. 246 1_ $a New books on women, gender, & feminism • Example B 245 ?4 $a The trapline. 246 1_ $i Title on home page: $a "Trapline" newsletter @ UCB

  47. Exerciseson titles cont’d • Example C 245 ?0 $a To wit. Acceptable option (judgment call): 245 ?0 $a To wit : $b official newsletter of the American Humor Studies Association. • Statement could go in Issuing body note instead 550 __ $a Official newsletter of the American Humor Studies Association. @ UCB

  48. Exerciseson titles cont’d • Example D 245 ?0 $a Privacy journal. Acceptable to include: 246 1_ $a PJ • What about Other Title Information? • Do not record in 245$b, because title proper can stand on its own • May record in a note 500 __ $a "An independent monthly on privacy in a computer age." @ UCB

  49. Exerciseson titles cont’d • Example E 245 ?0 $a Business travel planner. $p Europe, Africa, Middle East. 246 1_ $a BTP Other possibilities to include: 246 1_ $a CTG business travel planner. $p European edition 246 17 $a Business travel planner. $p European edition @ UCB

  50. Exerciseson titles cont’d • Example F 245 ?0 $a Swiss balance of payments ... @ UCB

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