Preparing Copy Catalogers for RDA Irina Kandarasheva

Preparing Copy Catalogers for RDA Irina Kandarasheva & Mark Wilson Columbia University Libraries April 6, 2011

Intended audience Managers of Technical Services departments Ø Supervisors of copy catalogers Ø Acquisitions librarians Ø Copy catalogers Ø Hosted by ALCTS The Association for Library Collections and Technical Services 2

Topics addressed Identifying RDA records Ø Additional features of RDA records Ø Institutional decisions Ø Technical issues Ø Hybrid environment Ø Policy issues Ø 3

Topics not addressed FRBR & FRAD Ø Using the RDA Toolkit Ø How to create RDA records Ø Non-book formats Ø Impact on authority processes Ø Hosted by ALCTS The Association for Library Collections and Technical Services 4

US RDA test and resulting hybrid environment RDA test – October 1 to December 31, 2010 Ø January 1 -March 31, 2011 – evaluating the test results and surveys Ø Decision of the national libraries? Ø Hosted by ALCTS The Association for Library Collections and Technical Services 5

The hot topic Ø Ø Ø During testing, RDA was echoing down corridors and filling inboxes…and it still is Fortunate to have a team of professional catalogers currently “booked up” on RDA Implications for a department focused on high volume acquisitions and copy cataloging unclear Informative meetings and test participation a plus Webinars and presentations very helpful Hosted by ALCTS The Association for Library Collections and Technical Services 6

The Good News RDA was built on the foundations of AACR 2 ; it began as AACR 3 Ø Instructions are largely modified from its AACR 2 precedents Ø RDA is an improved, concise and meaningful name Ø Its extensibility means longevity Ø Hosted by ALCTS The Association for Library Collections and Technical Services 7

AACR 2 to RDA changes in terminology heading authorized access point Ø author, composer, etc. creator Ø main entry preferred title + authorized access point for creator if appropriate Ø physical description carrier description Ø

Clues to recognizing RDA records Fixed Fields Ø 040 $e rda Ø New 3 xx fields Ø Lack of familiar abbreviations Ø Hosted by ALCTS The Association for Library Collections and Technical Services 9

Descriptive cataloging form Hosted by ALCTS The Association for Library Collections and Technical Services 10

040 $e rda Hosted by ALCTS The Association for Library Collections and Technical Services 11

New 3 xx fields Hosted by ALCTS The Association for Library Collections and Technical Services 12

New 3 XX fields Ø Ø Ø 336 – Content Type (cartographic image, notated music , sounds, still image, text) 337 – Media Type (audio, microform, video, unmediated) 338 – Carrier Type (audio cassette, computer disc, microfilm reel, filmstrip, card, sheet, volume) 336 -338 replace GMD, all three are repeatable 13

Extent vs. carrier

Lack of familiar abbreviations Hosted by ALCTS The Association for Library Collections and Technical Services 15

Additional new RDA elements important for copy catalogers Ø Ø Ø Ø Capitalization Relationship qualifiers Typos, errors “Rule of three” no longer applied Parallel titles Statement of responsibility Place of publication, publisher information Date, copyright date Hosted by ALCTS The Association for Library Collections and Technical Services 16

Capitalization 17

Relationship designators Ø Ø Ø Relationship designators for persons, families and corporate bodies associated with a work (author, artist, compiler, photographer, director, issuing body, producer) Relationship designators associated with an expression (illustrator, editor, performer, translator) Relationship designators associated with a manifestation (book designer, engraver, printer) 18

Examples of relationship designators 19

Typos, errors Hosted by ALCTS The Association for Library Collections and Technical Services 20

Rule of “three” gone

Parallel titles 22

Statement of responsibility

Examples of publication place, publisher name 24

Examples of date and copyright date

Technical issues: system preparation Tag tables Ø OCLC Technical Bulletin 258 Ø http: //www. oclc. org/support/documentation/worldcat/tb/258. pdf LC MARC Site http: //www. loc. gov/marc/ Ø Field definitions & validation Ø 26

Updating tables a Voyager example 27

Additional subfields 336 ; 337 ; 338 $6 - Linkage (NR) $8 - Field link and sequence number (R) http: //www. loc. gov/marc/bibliographic/bd 3 xx. html Hosted by ALCTS The Association for Library Collections and Technical Services 28

Updated with linking fields Hosted by ALCTS The Association for Library Collections and Technical Services 29

Additional new 3 xx fields 380 Form of Work Ø 381 Other Distinguishing Characteristics of Work or Expression Ø 382 Medium of Performance Ø 383 Numeric Designation of Musical Work Ø 384 Key Ø Hosted by ALCTS The Association for Library Collections and Technical Services 30

Field definition additions 31

RDA field definitions in context Hosted by ALCTS The Association for Library Collections and Technical Services 32

RDA field definitions in context Hosted by ALCTS The Association for Library Collections and Technical Services 33

Authority Record Changes Hosted by ALCTS The Association for Library Collections and Technical Services 34

Technical Bulletin 258 p. 16 Authority Record Changes Do not implement authority changes until NACO testing is complete Name Authority Cooperative (NACO) participants should not implement any of the Authority record changes until OCLC announces that implementation and testing by all NACO nodes is complete. Hosted by ALCTS The Association for Library Collections and Technical Services 35

A hybrid environment: vendor services & the catalog Records enter the catalog from a variety of sources Ø Automated processes preclude detailed scrutiny and quality control, but they’re a good thing. Ø RDA implementation will be in phases, as Institutions and vendors make transition Ø Hosted by ALCTS The Association for Library Collections and Technical Services 36

GMD vs carrier/media types Hosted by ALCTS The Association for Library Collections and Technical Services 37

Vendor CIP: keyword = “p. cm. ” Hosted by ALCTS The Association for Library Collections and Technical Services 38

RDA CIP from vendor 39

Impact on procedures 40

040: add $d. NNC 050: If the publication date in the call number is incorrect, correct it in the 050 field. 100: check to be sure that the author in the 100 field is listed first on the title page if there is more than one author. If a different author is listed first on the title page, replace the name in the 100 field with the author listed first on the title page and also make the necessary change to the 245 $c (see below). 245: make any necessary adjustments to the title and statement(s) of responsibility in order to match the book in hand. Pay particular attention to subtitles and the order in which multiple authors are listed. 260: adjust the date in $c to match the book in hand, if necessary. 300: add the physical description to the 300. If the book has complicated or irregular paging, consult a supervisor. Describe all illustrative matter as ill. Measure the height of the book in centimeters, rounding up to the next whole centimeter, e. g. 26 cm. , not 25. 1 cm. Delete any volumes held by the Library of Congress recorded between angled brackets. Examples: 300: : $a xxi, 120 p. : $b ill. ; $c 23 cm. : $a 2 v. ; $c 23 cm. : $a 321 leaves ; $c 24 cm. : $a v. ; $c 25 cm. CIP completion Hosted by ALCTS 41

Variant edition instructions 1. Accept or modify choice/form of main entry present on record depending on the situation. * if the record has a 1 xx as the main entry and the author in 1 xx is also the first author named on the title page of the book in hand, use the same 1 xx * if the edition in hand has a different first author from the record found, change 1 xx to whichever author is named first on the title page of the book in hand, adjust 7 xx if necessary * if the record has 245 main entry, use 245 as main entry for the book in hand. * If first author named on t. p. is same as 7 xx on the record, accept 7 xx on record. * If first named author on t. p. is different from 7 xx on record, change 7 xx to match first author on t. p. 2. Edit or add (if necessary) 1 xx, 245, 250, 260, 300, 4 xx/8 xx, 7 xx as required by book in hand. 3. Accept description/punctuation as is -- do not upgrade it. 4. Review notes area, paying special attention to reproduction and contents notes; delete notes not applicable to book in hand. Hosted by ALCTS 42

RDA Copy Cataloging at Columbia (for the time being) Ø Ø Accept RDA records found in World. Cat as any other full level cataloging (RDA is not a parallel record!) Don’t revise RDA records according to AACR 2 even though some of changes may look like typos or mistakes, ask questions about unfamiliar fields and features 43

What should copy catalogers know? Ø Ø Be able to identify an RDA record in World. Cat and local databases Be familiar with RDA basic terminology Recognize significant differences between AACR 2 and RDA Be curious and ask questions about new and unfamiliar fields in the MARC record or features of RDA

What should Technical Services managers know? Ø Ø Ø Ø Familiarize themselves with FRBR and FRAD terminology View as many webcasts/webinars/presentations on RDA as possible Network with colleagues from peer institutions Communicate changes to public services librarians Work with IT and systems librarians to implement needed technical changes Consult with vendors and consortia as needed Be prepared to make implementation decisions Be ready to modify/write local documentation

Potential local policy issues Policy on accepting RDA records in general Ø Documentation and training Ø Accept certain RDA elements? Ø Authorities issues Ø Adjusting macros and global changes Ø

Bibliography Oliver, Chris. Introducing RDA. A guide to the basics. Chicago, ALA, 2010. Ø Library of Congress Documentation for the RDA test: http: //www. loc. gov/catdir/cpso/RDAtest/rdatest. html Ø Joint Steering Committee for development of RDA: http www. rda-jsc. org/index. html Ø FRBR bibliography: http: //archive. ifla. org/VII/s 13/wgfrbr/FRBR_bibliography. pdf Ø OCLC Technical bulletin #258: http: //www. oclc. org/support/documentation/worldcat/tb/258. pdf Ø