Resource Description and Access – RDA

  1. RDA
  2. Designed for the digital environment
  3. A content standard (not display or encoding)
  4. ICP(Cataloging Principles)
  5. Principles/Objectives
  6. Convenience of user – highest principle; usurps all others when necessary
  7. Common usage – terminology
  8. Representation – how entities describe themselves
  9. Accuracy – faithfully describing an entity
  10. Sufficiency & Necessity – minimally necessary elements to uniquely identify an entity and meet user tasks
  11. Description based on ISBD
  12. Try to use international choice but can focus on local users' needs when necessary because of separate entities
  13. FRBR
  14. Created by IFLA in 1998
  15. Conceptual model of the bibliographic universe that consists of content and carriers
  16. Reinforces the objectives of catalogs and the importance of relationships
  17. Defines User Tasks
  18. Find, identify, select, and obtain
  19. Creates a structure to help users perform these tasks
  20. Entity – Relationship model
  21. Entities – Groups 1, 2, 3 (things in the bibliographic universe)
  22. Content and the packages that contain it
  23. Relationships (relationships among those things)
  24. Go in both directions
  25. Attributes (identifying characteristics of those things)
  26. Data elements we provide in bibliographic and authority records
  27. Group like things together
  28. Defines data elements
  29. Core elements defined in RDA
  30. Entities
  31. Group 1
  32. Work = story/ideas, products of artistic or intellectual endeavor
  33. Attributes = title, date, identifier
  34. Titles are controlled
  35. Expression= specific text or translation
  36. Attributes = identifier, form, date, language, etc.
  37. Titles are AAPs built using the title of the Work and adding identifying attributes as needed
  38. Manifestation = publication (*used for cataloging; separate bib records for each one)
  39. A particular expression of a work that is captured in some container or carrier
  40. The physical embodiment of an expression of a work
  41. All physical objects that have the same characteristics of intellectual content and physical form
  42. The bib record represents any copy of that manifestation held in any library anywhere
  43. Attributes = identifier, title, responsibility statement, edition, imprint, form/extent of carrier, terms of availability, mode of access, etc.
  44. Titles are not controlled
  45. Item = copy
  46. One copy of a manifestation
  47. Attributes = identifier, provenance, location
  48. Group 2 (Responsibility)
  49. Person, Family, or Corporate Body
  50. Work is created by
  51. Expression is realized by
  52. Manifestation is produced by
  53. Item is owned by
  54. Group 3 (Subjects)
  55. Includes Groups 1 & 2 and
  56. Concept (includes classification numbers), object (material things), event, place
  57. Relationships
  58. Only identify relationships that are significant to users
  59. Content Relationships
  60. Equivalent, Derivative, Descriptive
  61. Derivative works with significant change and descriptive works are new works
  62. Group 1 Inherent Relationships
  63. Whole-part Relationships
  64. Sequential/Part-to-part Relationships (different content that is connected)
  65. Accompanying Relationships (parts are supplementary or dependent on main work)
  66. Attributes
  67. Essential Elements
  68. Name of creator
  69. Preferred title of work or expression
  70. Title proper
  71. Years of publication or issuance
  72. Subject headings or terms
  73. Classification numbers
  74. Standard numbers
  75. Identifiers
  76. Key titles
  77. Essential Elements for Authority Records
  78. Authorized name for entity
  79. Identifiers for entity
  80. Variant forms of the name
  81. Other Elements/Access Points
  82. Names of creators beyond the first
  83. Names of persons, families, & corporate bodies in roles other than creator
  84. Variant titles
  85. Series authorized access points
  86. Bibliographic record identifiers
  87. Language
  88. Country of publication
  89. Content type
  90. Carrier type
  91. Additional access points for authority records
  92. Related entities
  93. Authorized record identifiers
  94. Mapping from AACR2
  95. Heading = Authorized Access Point (AAP)
  96. See Reference = Variant Access Point
  97. See Also Reference = Authorized Access Point for related entity
  98. Main Entry = Preferred Title (Work) or Preferred Access Point (when work is linked with creator)
  99. Author, etc. = Creator
  100. Uniform Title = Preferred Title + other information needed to differentiate
  101. Physical Description = Carrier Description
  102. Chief Source of Information = Preferred Sources
  103. General Material Designation (GMD) = Media Type + Carrier Type + Content Type(with CT & CT being core elements)
  104. Authority records will include variant forms of the name in different spellings, languages and scripts as characteristics of the entity
  105. Can place holds at the work or expression level
  106. Uses ISBD punctuation & AACR2 punctuation for access points
  107. RDA Contents
  108. Organized around user tasks
  109. Description
  110. Comprehensive = whole
  111. Analytical = part or parts
  112. Hierarchical = whole and parts together
  113. Elements
  114. Instructions for transcribing or recording information for each element
  115. How to assemble elements to create access points (at the end of each chapter)
  116. Bibliographic Record Core Elementswill always apply
  117. Title Proper (245)
  118. Use 246 for corrected title $i corrected title $a correct title
  119. Statement of Responsibility
  120. Only use 1st statement
  121. Use brackets for source outside resource
  122. No rule of 3
  123. Optional omission (no et. al.)
  124. Transcribe exactly including prefixes & suffixes
  125. Edition Description/Named Revision of Edition
  126. Do not abbreviate or convert numbers
  127. Include music presentation statements w/ statement of responsibility ($a vocal score / $b arranged by name)
  128. Publication Place
  129. 1st place, not the closest, or probable place in brackets w/ ? or [place of publication not identified]
  130. Do not add information not on the resource
  131. Can add note to explain if necessary
  132. Publisher's Name
  133. Only the 1st name is required, can add more
  134. Transcribe exactly
  135. Publication Date
  136. Use a probable date if at all possible
  137. Can use other sources to determine probable date
  138. [between year and year]
  139. [not before/after month day year]
  140. Continuing resources missing 1st or last issue, supply approximate date (1998-[2010?]). If not determined, don't put anything
  141. Bibliographic Record Core+ Elements sometimes apply
  142. Depends on the situation
  143. Should meet the user tasks of your users
  144. Labeled "Alternative"
  145. Optional omissions
  146. Optional additions
  147. "Or" = multiple approaches or use cataloger's judgment
  148. "Agency Preparing" = result of internationalization (language, numbers, calendar, etc.)
  149. Distribution Place
  150. Only if place of publication not given
  151. Can add $b [distributor] if needed
  152. Distribution Date
  153. $c [Date of publication not identified], 2010. OR probable date
  154. Manufacture
  155. Only if publication or distribution not available
  156. Only the 1st statement
  157. $e (New York) $g (2010)
  158. Give full statement if possible
  159. Copyright Date
  160. If publication or distribution date not identified
  161. Precede with symbol or "copyright" or "phonogram"
  162. Do not use 542
  163. $c [date of publication not identified], copyright 2009
  164. Series Title Proper
  165. Identifier for Manifestation
  166. If more than one, prefer international
  167. Repeatable
  168. ISBN, ISSN, publication numbers, etc.
  169. NOT URLs
  170. Transcribe as required by MARC
  171. Carrier Type
  172. Format, Housing, or Device needed
  173. Use controlled vocabulary (RDA 3.3.1.3)
  174. Replaces GMD
  175. Repeat as many times as applicable OR use the carrier for the predominant content
  176. 338 $a CV term $2 marccarrier
  177. If $2 is different, repeat 338
  178. Content Type
  179. For work or expression
  180. Extent
  181. Core element if resource is complete or total extent is known
  182. No abbreviations
  183. Use "approximately" instead of ca.
  184. Use "unnumbered" instead of []
  185. 300 $a use conventional terms
  186. Subunits in ()
  187. If serial is not complete, do not input 300
  188. Authority Record Core Elements
  189. Preferred title + other attributes needed to differentiate the work or expression
  190. Persons = individual or an identity established by an individual (either alone or in collaboration with one or more individuals)
  191. Includes fictitious entities
  192. See rules for capitalization & abbreviations
  193. Take what you see including numbers, accents, hyphens
  194. Insert space after full stop following initials
  195. Variant spellings – use the 1st resource not the predominant spelling
  196. Include suffixes that indicate relationships (100 $c)
  197. Include terms of address if
  198. name is only a surname
  199. a married person is only identified by spouse's name and term of address
  200. part of a phrase consisting of forename preceded by term of address
  201. Families = two or more persons related by birth, marriage, adoption, civil union, or similar legal status, or who otherwise present themselves as family
  202. Does not include corporate bodies using "family" or similar word in their name
  203. Take what you see or use appendices
  204. Preferred Name: X00 3# $a
  205. Type of Family: 376 3# $a Name (Type of Family)
  206. No controlled vocabulary
  207. Date: X00 3# $d or 046 $s $t
  208. Corporate Bodies
  209. Includes ad hoc events and vessels
  210. Preferred Name = most commonly known name
  211. Variant spellings – from the 1st resource received
  212. Title
  213. Omit initial article unless required for access
  214. No space between period and initial
  215. Use preferred title from the 1st manifestation (post-1500)
  216. Spell out Bible Testaments
  217. Omit the name of Bible testaments for individual books or groups of books
  218. Creator
  219. 1st name is required
  220. Access points for other names are the agency's decision
  221. Corporate body works must adhere to rules for the types of works (similar to AACR2). Takes precedence over persons in these cases
  222. Compilations
  223. Bib Record Example:
    240 $a Plays. (Works.) $k Selections
    245 $a Two Plays / $c Arthur Miller.
    505 $a Play 1 – Play 2
    700 $a Author $t Play 1
    700 $a Author $t Play 2
  224. Date associated with person
  225. Birth, death, or period of activity
  226. No restrictions on time period
  227. Do not abbreviate months or use other date abbreviations
  228. Enter the full years in a span, e.g. 1742-1743
  229. Use 100 $d
  230. 046 $f birth $g death $s start $t end
  231. Title of Person
  232. Terms of royalty, nobility, ecclesiastical, religious
  233. 100 $c
  234. Other designations for persons
  235. $c Saint or (Spirit)
  236. Location of Conference
  237. Use AAP
  238. No rule of 3 – use ;
  239. Use "Online" when meeting takes place online
  240. $c
  241. 370 $c $e $f
  242. Date for Corporate Bodies
  243. For conference, use $d
  244. To break conflict, use establishment/termination of corporate body in ( )
  245. Use year or years
  246. 046 $s $t
  247. Number of Conference
  248. Use ordinal number
  249. $n
  250. Identifier for Corporate Body
  251. Authority record LCCN
  252. $0 in bib record
  253. Various fields or 024 7# in authority record
  254. Identifier for Person
  255. $0 in authority record
  256. 024 in authority record
  257. Subfield not used in bib records
  258. Identifier for Family
  259. LCCN $0 in the bib record
  260. Various fields & 024 in authority record
  261. Identifier for Work
  262. Precede with person or agency that originally assigned the identifier
  263. Use 001, 010, 024 $2, etc.
  264. Content Type
  265. Form of communication in which content is expressed and perceived. Includes spatial dimensions and the inclusion of movement when relevant.
  266. Controlled vocabulary – may use more than one term
  267. 100 $h Spoken word
    336 $a content type term (repeatable)
    $2 marccontent
    $3 materials specified (if appropriate)
  268. Language of Expression
  269. Use the MARC21 language list
  270. One expression in multiple languages OR 240 $L English (not repeatable, no separate authority field)
  271. Bib records use 041 and/or 546
  272. Multiple languages in one expression: $L Hindi ; $L English
  273. Multiple Language Expression:
    730 $L Hebrew
    730 $L Greek
  274. Identifier for Expression
  275. Cartographic Core Elements
  276. Horizontal or vertical scale
  277. 255 $a Scale 1 : 63,360. Vertical scale 1 : 192,000
  278. Authority Record Core if Elements
  279. Only used when needed to break conflicts or differentiate records
  280. Can be additions to AAP, separate elements, or both
  281. Form of Work
  282. No controlled vocabulary
  283. 130 $a Ocean's Eleven (motion picture)
    380 $a Motion picture [new field]
  284. Date of Work
  285. Use created date OR if not available, use 1st published or released date
  286. 130 $a Ocean's Eleven (motion picture : 2001)
    046 $k 2001
  287. Place of Origin
  288. 130 $a Advocate (Boise, Idaho)
    370 $g Boise, Idaho
  289. Place of Family
  290. 370 $c $e $f
  291. Medium of Performance (music)
  292. 382 $a mixed voices $a orchestra
    100 $a piano
    382 $a piano
  293. Numerical Designation of Musical Work
  294. Use abbreviations
  295. 100 $n no. 14, op. 27, no. 2
    382 $a piano
    382 $a no. 14 $b op. 27, no. 2
  296. Key
  297. 100 $r C# minor
    384 $a C# minor
  298. Date of Expression
  299. Earliest date of expression or manifestation
  300. 100 $f 2000
    046 $k 2000 $L 2001
  301. Other distinguishing characteristic as needed
  302. 130 $a
    381 $a
  303. Fuller Form of Name
  304. 100 $q
  305. Field of Activity
  306. If name does not convey that it is a person or if needed to differentiate records
  307. 100 $c ( )
  308. 372 $a
  309. Profession or Occupation
  310. If name does not convey that it is a person or if needed to differentiate records
  311. 100 $c ( )
  312. 374 $a ( )
  313. Prominent Member of Family
  314. Use AAP for Person
  315. X00 $g
  316. 376 $b
  317. Do not include titles of position or office, academic degrees, or membership in organizations (consistent with FRAD)
  318. Can include in 670
  319. Location of Headquarters
  320. Country, state, etc. or geographic area of corporate body's activities
  321. Use AAP
  322. Add in ( )
  323. 370 $c $e $f
  324. Associated Institution
  325. If it provides better identification than local place or if local place is unknown
  326. Use Preferred Name of institution, not AAP
  327. For a conference $c
  328. Add to Preferred Name of corporate body
  329. Other designations for corporate body
  330. Incorporation or legal status
  331. Any term needed to differentiate
  332. If name does not indicate corporate body
  333. Use ( )
  334. Continue use of:
  335. 008/33 Status of identification
  336. 008/32 Undifferentiated name indicator
  337. 670 Source consulted
  338. 667 Cataloger's note
  339. Relationships
  340. Primary = inherent between WEMI
  341. Core = Work manifested & Expression manifested
  342. Identifier, AAP, or composite description
  343. Work manifested = work embodied in a manifestation
  344. If more than one, use the predominant or the 1st
  345. Expression manifested = expression embodied in manifestation
  346. Core element if more than one expression
  347. If more than one, use the predominant or the 1st
  348. Composite description = MARC bibliographic record
  349. Between Person/Family/Corporate Body & a Resource
  350. Use Identifier or AAP
  351. Relationship designators (optional) in Appendix I (open vocab)
  352. Use 700
  353. Between Resources
  354. Use Identifier, AAP, or Description
  355. Relationship designators (optional) in Appendix J (open vocab)
  356. 700, 500, 765, 780
  357. Between Persons/Families/Corporate Bodies
  358. Use Identifier or AAP
  359. Relationship designators (optional) in Appendix K (open vocab)
  360. Use 500
  361. Appendices:
  362. Capitalization, abbreviations, initial articles, punctuation, etc. (instructions for specific situations)
  363. Presentation mappings (ISBD, MARC21, MARC21 Authority, etc.)
  364. Relationship designators
  365. Glossary
  366. Index
  367. New MARC fields (repeatable if $2 is the same)
  368. $2 = source for controlled terms
  369. Leader/18: i = ISBD
  370. 006 will not change
  371. 008/10: Value "2" (Other)
  372. 040 $b eng $e rda
  373. 046 (authority)
  374. 336 content type
  375. 337 media type (how to access; not provided by cataloger)
  376. 338 carrier type
  377. 370 associated place
  378. 371 address
  379. 372 field of activity
  380. 373 affiliation
  381. 375 gender
  382. 377 associated language
  383. 670 in Authority record if a separate field is desired
  384. In new fields, include subfield for source
  385. Controlled Vocabularies
  386. Closed controlled vocabularies for media type, content type, & carrier type to replace GMDs; also mode of issuance and others
  387. Listed in web registries
  388. Open controlled vocabularies will allow the cataloger to supply the terms
  389. Controlled vocabularies can be included in ILS templates, drop-down lists, etc.
  390. Controlled phrases for missing information (uses native language not latin)
  391. Alternatives, optional rules, omissions, and additions will be included
  392. Can omit information that is likely to change often
  393. Transcription will copy exactly what is on the item including abbreviations, punctuation, capitalizations, symbols, numerals, and errors including 300 $a
  394. 670 will be separated into separate fields in the authority records
  395. Local agencies/catalogers can add elements and policies
  396. Use user tasks to determine the need for information such as variant title, film length, associated persons, notes (to justify form of access point)