Presented by Guy Frost at the 24th annual COMO 2012 conference in Macon, GA.

1. RDA CHOICES
CHOOSING BETWEEN THE DIFFERENT RDA
AND LC/PCC CORE DESCRIPTIVE ELEMENTS
GUY FROST
VALDOSTA STATE UNIVERSITY
G F R O S T @ VA L D O S TA . E D U
229.259.5060

2. New Terminology
 AACR2R Rules – now called RDA Instructions
 Library of Congress Rule Interpretations (LCRI) –
replaced by Library of Congress Policy Statements
(LCPS); Change in October 2012 to: LC-PCC PS, or,
Library of Congress/Program for Cooperative Cataloging
Policy Statements
 Chief source becomes Preferred Source
 Headings (e.g. 1XX, 7XX, 8XX) – Authorized Access
Point
 Author, Composer, etc. – Creator
 Main Entry – Preferred Title or Authorized Access Point
for Creator

3. New Terminology Cont.
 Uniform Title – Preferred Title w/ or w/o
differentiated data, or, Conventional Collective Title
 Physical Description – Carrier Description
 See Reference – Variant Access Point
 See Also Reference – Authorized Access Point for
related entity
 General Material Designation (GMD) – replaced
with Content, Media, and Carrier types

4. FRBR ENTITIES
RDA is standard for bibliographic
description based on FRBR conceptual
model
 Group 1: Work, Expression, Manifestation,
Item
 Group 2: Person, Family, and Corporation
 Group 3: Subjects of Groups 1 and 2
(concepts, objects, events, and places)

5. WEMI
 WORK – intangible/abstract – represents an idea in its
purest form (Authorized Access Point (AAP))
 EXPRESSION – the realization of that idea, e.g., in
written form, musical notation, translation, revision, or
reiteration and is realized by an Authorized Access Point
 MANIFESTATION – the physical realization of that
expressed idea in book form, CD, PDF, this PPT
presentation – expressed in the descriptive part of a
bibliographic record (covered in ch.2-4)
 ITEM – the physical piece in hand (covered in ch.2-4)

6. “RDA CORE” ELEMENTS IN A FAMILIAR
FORM (Choice 1)
 02x/030/074/086/088 $a 2.15
 245;__; $a 2.3.2 / $c 2.4.2
 250;__; $a 2.5.2 / $b 2.5.6
 26X;__; $a 2.8.2/2.9.2 : $b 2.8.4/2.9.4, $c
2.8.6/2.9.6/2.11 $e (2.10.2 : $f 2.10.4 ; $c 2.10.6)
 300;__; $a 3.4
 336;__; $a 6.9
 338;__; $a 3.3
 490;__; $a2.12.2. 2.12.9, 2.12.10 ; $v 2.12.17

7. “LC-RDA CORE” ELEMENTS IN A FAMILIAR
FORM (Choice 2)
 02x/030/074/086/088 $a 2.15
 245;__; $a 2.3.2 : $b 2.3.3 = 2.3.4 / $c 2.4.2
 250;__; $a 2.5.2 / $b 2.5.6
 264;__; $a 2.8.2/2.9.2/2.10.2 : $b 2.8.4/2.9.4/2.10.4, $c
2.8.6/2.9.6/2.10.6/2.11
 300;__; $a 3.4 – $c 3.4.1.10
 336;__; $a 6.9
 337;__; $a 3.2
 338;__; $a 3.3
 490;__; $a 2.12.2. 2.12.9, 2.12.10 ; $v 2.12.17 $x
2.12.16/2.12.8
 500;__; $a 2.20.2 (source of title)

8. Types of Description (RDA 1.5)
 Comprehensive Description (1.5.2)
Describing a resource as a whole (single volume, multivolume
monograph, serial, etc.)
 Analytical Description (1.5.3)
Describing a part of a resource (single volume of a serial, two different
works bound together, etc.)
 Hierarchical Description (1.5.4)
A combination of the two
LC does not follow this practice

9. Changes in Descriptive Practices
 What you see is what you get (Principle of
Representation) (RDA 1.7; LCPS A.1)
 RDA A.1: Follow language involved (RDA A. 10-A.55)
 Alternative: follow in-house guidelines
 LCPS Alternative: “take what you see” for transcribed elements
 Fields with data in all caps
 Record numerals expressed as words in Arabic form (RDA
1.8.4)
 LCPS Alternative: “take what you see” for transcribed elements
(e.g., Roman numerals for 264 date)

10. RDA Appendices
 Appendix A: Generally, capitalize words according to
the guidelines for the language involved (A.1)
 Appendix B: Abbreviations – generally, use only as
found on the resource (B.4); Latin Alphabet
Abbreviations (B.7) (e.g., in. for inches)
 Appendix C: Initial Articles
 Appendix D: Record Syntaxes for Descriptive Data
(ISBD)

11. Description in General
 1.3 – RDA Core Elements
 1.4 – Language and Script – those fields that you will
“take what you see”
 2.# -- Identifying Manifestations and Items (or, general
guidelines for recording 245, 250, 264, 490, 020, 5XX)
 2.2.2.2 – Source of Information; 2.2.4 others sources
 Describing Carriers – (300, 336-338 fields)
 3.4 (extent); illustrative content (7.15); 3.5 (dimensions)
 6.9 (content); 3.2 (media); 3.3 (carrier)
 Language
 2.2.3.1
-- Language of Content
-- Language of Translation

12. Punctuation (Appendix D)
 RDA 1.7: General Guidelines (1.7.2-1.7.9) – Appendix D applied
when stated
 ISBD between subfields has remained unchanged
 Punctuation may still be added for clarity
 LCPS – 1.7.1 (General Guidelines for Bibliographic and Authority
Records)
 RDA 1.7.3 Transcription – Punctuation: Transcribe punctuation as
it appears on the source
245;10; $a … and then there were none (A.4.2 for capitalization)
245:00; $a What is it? … what is It not?
Note change from AACR2R: the em dash (--) no longer replaces the ellipse (…) when
on the piece (what you see is what you get)

13. LCPS 1.7.1: Ending Punctuation
 1XX, 6XX 7XX Access Points, ending punctuation is:
. ) ] “ ? ! –
 240 – no change
 245, 250 – If field does not end in a period, add one.
 246, 490 – no ending punctuation unless part of data
 264 – ends with: . ) ] ? - > Exception: copyright
date does not end with period (264;_4; $c 2012 )
 300 – none ) .
 7XX $i Relationship designator. (Appendix J): First word
is capitalized, subfield ends with colon:
$i Libretto based (work):

14. What Makes a Record RDA
 Three Areas Necessary:
 Leader/18 – Descriptive Cataloging Form (DESC): Coded “i“
(ISBD)
 040; $a … $b eng $e rda $c …
 suggested best practice by the PCC is to place $e immediately
before $c
 336-338 fields (Content-Media-Carrier)

15. 245 – Title
 What’s changed: What you see is what you get (RDA
1.7.1; 2.3.2.4)
 Instruction 2.3 (Basic Title)
 2.3.2 Title Proper (RDA and LC Core)
 2.3.1.4 Exceptions
 2.3.1.7 Common Title with Parts, Sections, and Supplements
 2.3.2.9 Resources lacking a collective title
 2.3.4 Other title information (Subtitles)
 2.3.6 Variant titles
 1.7.5 Symbols in titles

16. Following LC Policy of “Take What You See”
245;10; $a AFRICAN AMERICAN MASTERS : $b
Highlights from the Smithsonian American Art
Museum /
- 2.3.1.4 – as found
- RDA 1.7.1 – Alternative, follow in-house procedures
“for capitalization, punctuation, numerals, symbols,
abbreviations, etc.”
245;10; $a African American masters : $b highlights
from the Smithsonian American Art Museum /

17. 245 – Statement Of Responsibility
 What’s changed:
 rule of 3 gone (RDA 2.4.1.5)
 Transcribe as found (i.e., include Mrs., Jr., Dr., etc.) (RDA 2.4.1.4)
 Optionally, Abridge statement; LC does not apply these instructions
RDA: Charles F. Hoban, Jr.
LC: Charles F. Hoban, Jr., Special Assistant, Division of Visual
Education, Philadelphia Public Schools
Note: Jr., etc. now considered part of name and included in
Authorized Access Point (Fields 100, 700, etc.)
 Optional Omission: Record 1st named followed by [and six others]
 LC does not apply these instructions
 Additional Statements (RDA 2.4.1.6) (editors, authors of
forewords, etc.)

18. Other Title Instructions
 Inaccuracies: Record as is (RDA 1.7.9 and 2.3.6)
 [sic] no longer used (same for all other descriptive elements)
 Make a 500 note
 Add a variant title (246) with correct spelling (RDA 2.3.6 and
2.20.2.4)
 Collective Titles (RDA 2.3.2.6)
 LCPS 25.1 – 505 Contents is Core (except for: anthologies of
poetry, hymnals, conference proceedings, journals, collections
of interviews or letters, and similar resources)
 Items lacking a collective title (RDA 2.3.2.9)

19. 250 Edition Statements (RDA 2.5.2?)
 What’s different: “take what you see”
- Edition statements are recorded exactly as printed
 If resource has edition statement abbreviated, the
period is considered part of the abbreviation and not
the terminal punctuation (RDA D.1.2.1). e.g.:
250;__; $a 3rd ed..

20. Leader and 008/264
 What’s different:
 OCLC-RDA will continue to support 260; LC to replace 260 with 264
field(s) on newer records
 Take What You See (i.e., do not abbreviate states, publishers’
names, etc.)
 Only first place is Core (2.8.2)
 Do not correct information (1.7.9)
 Range dates (DtSt: q) no longer limited to 20 years (1.9.2.4)
 Each cataloger supplied element enclosed in its own square brackets
s.l. replaced by [Place of … not identified] (2.8.2.6; 2.9.2.6; 2.10.2.6)
s.n. replaced by = [… not identified] (2.8.4.7; 2.9.4.7; 2.10.4.7)
s.d. replaced by = [date of … not identified] (LC/PCC 2.8.6.6.; 2.9.6.6;
2.10.6.6)
Note: RDA Instructions are still for recording information in 260

21. 264 – Repeated Based on Function
 Second Indicator
 0 = Unpublished works, like dissertations, art objects, archival
collections, etc. (2.7)
 Only date is Core
 1 = Publication, Release, or Issuing statements (2.8)
 RDA and LC CORE
 2 = Distribution statements (2.9)
 Core if no Publication information found
 3 = Manufacture, printing, duplication, casting, etc. statements (2.10)
 Core if not Publication, or Distribution information found; date manufacture
also Core if lacking copyright date
 4 = Copyright notice and Phonogram dates (2.11)
Core if lacking date of Publication or Distribution
 LCPS: if data […] elements are being given in lieu of […] missing data elements; give
a complete statement for that area

22. e.g.: No publication date on title page; Date on verso:
Copyright, 1942 (RDA 2.8.6.6)
 DtSt: t Dates: 1942, 1942
264;_1; $a New York : $b Random House, $c [1942]
264;_4; $c ©1942
or, 264;_4; $c copyright 1942
- 264 punctuation the same as 260
- Period or other terminal punctuation used: . ) ] ? - >
- No period at end of Copyright Notice
- Some pre-264 records have:
260;__; New York : $b Random House, #c [1942],
©1942.

23. e.g. 2: t.p.: New York ABINGDON PRESS Nashville;
t.p.v. : Copyright MCMXLV
RDA 1.8.2: Record numerals as preferred by agency
- Alternative 1: LC practice: as found
- Alternative 2: as found and agency preferred in
square brackets
08; DtSt: t Dates: 1945, 1945
264;_1; $a New York : $b ABINGDON PRESS, $c [1945]
264;_4; $c ©MCMXLV (Alternative 1- LC Practice)
264;_4; $c ©MCMXLV [1945]
264;_4; $c ©1945 (RDA 2.8.6.3)
RDA 1.8.3: Substitute numerals for numbers expressed as
words

24. Example from LC 264 guidelines
 264;_1; $a Syracuse, New York : $b [publisher not
identified], $c 2010.
264;_2; $a [Place of distribution not identified] : $b
Adirondack Distributors, $c 2012.
264;_4; $c ©2009
 Square Brackets for each element
264;_2; [Syracuse, New York] : $b [Adirondack
Distributors], $c 2012

25. 300 Physical Description
 What different:
 Most words are spelled out (exception: in.)
 cm and mm no longer considered abbreviations and lacks period
 RDA Core: 3.4 (extent); 3.5 (Dimensions)
 Illustrative material only Core for LC and only for children’s
literature (LCPS 7.15)
 LCPS: use illustrations only; RDA alternative, add other terms if
considered important (music, maps, portraits, etc. 7.15.1.3))
300;__; $a xi, 159 pages : $b illustrations ; $c 28 cm
 Exception: when field 490 present, terminal period is recorded
300;__; $a x, 244 pages : $b illustrations, maps ; $c 28 cm.
490;1_; $a Synthesis and assessment product ; ‡v 3.4

26. 336-338
 All fields repeatable if necessary
e.g.: 336;__; $a text $2 rdacontent
336;__; $a still image $2 rdacontent
Graphic novels have both types of content, written text and graphic
images, thus two 336 fields
 Only 336 and 338 Core in RDA; LC/PCC all three Core
 336 (RDA 6.9)
 337 (RDA 3.2)
 338 (RDA 3.3)
 Can be recorded in textual form or coded form ($b)
http://www.loc.gov/standards/valuelist/rdacontent.html

27. Series - 490
 Numbering (RDA 1.8.2)
 Record series number as preferred by agency
 Alternative: Record number as found (LC practice)
 Alternative 2: Record number as found and place preferred
agency number in brackets
490; 1_; $a … ; $v Band 4
490; 1_; $a … ; $v Band IV (Alternative 1 – LC’s practice)
490; 1_; $a … ; $v Band IV [4] (Alternative 2)

28. Notes
 General Guidelines 1.10
 1.10.2 – Capitalization
 PCC/LC – accept machine derived contents notes as is
 Optionally, changed them to conform to Appendix A of RDA (e.g., sentence
case)
 My recommendation: check any 505 that begins: Machine Derived Contents:
 504; RDA examples separate index and bibliography (7.16.1.3)
 LCPS – transcribes them in a string
 “Pages” spelled out for both
500;__; $a Includes index.
504;__; $a Bibliography: pages 859–910.
LC: Includes bibliographical references (pages 859–910) and index.

29. Authorized Access Points
 Persons (8-Guidelines for recording Attributes
(e.g., dates, etc.)
What’s changed: Include Jr. as part of the name (9.2.2.9.5);
 choose the name by which the person is commonly known
(9.2.2.3)

30. Relationships Designators: Persons, Families, and
Corporate Bodies (Appendix I)
 More emphasis on recording the relationships in
Authorized Access Points ($e or $4)
 Would be included for all most 1XX and 7XX entries
100;1_; $a Rowling, J. K., $e author.
 Subfield e ($e) terms found in RDA Appendix I
 According to LCPS: LC will use $e and only for illustrators of
children’s books
 Subfield 4 ($4) codes found at:
http://www.loc.gov/marc/relators/

31. Relationship Designators:
Works, Expressions, Manifestations, and Items
(Appendix J)
 Increased use of relations between different but related resources
 Used in 7XX fields
100;1_; $a Evans, G. Edward, $d 1937-
240;10; $a Developing library and information center collections
245;10; $a Collection management basics
775 08 $i Revision of: $a Evans, G. Edward, 1937- $t Developing
library and information center collections $b 5th ed. $d
Westport, Conn. : Libraries Unlimited, 2005 $h xx, 446 p. : ill. ; 26 cm.
+ 1 computer disc (4 3/4 in.) $k Library and information science text
series $w (DLC) 2005016098
N.B.: This is a change from using a 500 note and 700 Author-Title to link
previous edition to this one

32. More Examples
245;00; $a Alice in Wonderland, or, What's a nice kid like
you doing in a place like this? / $c Hanna-Barbera
Productions.
700;1_; $i Parody of (work): $a Carroll, Lewis, $d
1832-1898. $t Alice's adventures in Wonderland.
---
100;1_; $a Auel, Jean M.
245;14; $a The valley of horses : $b a novel / $c Jean M.
Auel.
700;1_; $i Sequel to: $a Auel, Jean M. $t Clan of the cave
bear.
700;1_; $i Prequel to: $a Auel, Jean M. $t Mammoth
hunters.

33. 7XX
 700 – Author-Uniform Title Entries
 760 – Main Series
 762 – Subseries
 765 – Original language
 767 – Translation Entry (Translated as:)
 775 – Other Edition Entry
 776 – Additional Physical Form
 787 – Other Relationship Entry

34. Ideas for Staff Training
 Edit descriptive fields: (245
$c, 250, 264, 300, 490, 504)
 Add Appendix I of RDA for Relator terms (1XX/7XX
$e) (PDF added to each workstation)
 Add the RDA Suite (Desc: i, 040; $a __ $b eng $e
rda $c __, and 336-338 trio
 Automate this process by using a Macro program, such as
MarcoExpress
 Other: (i.e., Appendix J)

35. Future Changes
 MARC21 as a data exchange mechanism is going
away; will remain in use for at least another decade
 Bibliographic Framework Initiative; contract with Zepheira
(led by W3C Semantic Web guru, Eric Miller) whose “major
focus of the project is to translate the MARC 21 format to a
Linked Data (LD) model“
 http://www.loc.gov/marc/transition/
 ISBD “cataloger input” is going away – will become
machine generated instead
 Greater utilization of Linked Data
 “May” required knowledge of ISBD for recording data
 In use by European libraries already

36. Linked Data Example
 650;07; $a Hochschule $0 (DE-588c)4072560-1 $2
swd
 VIAF (Virtual International Authority File):
http://viaf.org/
Rowling, J. K.
http://id.loc.gov/authorities/names/n97108433.html

37. Resources
 LC Core -
http://www.loc.gov/aba/rda/pdf/core_elements.pdf
 LCPS Changes -
http://www.loc.gov/aba/rda/lcps_access.html
 LC in-house training materials -
http://www.loc.gov/catworkshop/RDA%20training%20
materials/LC%20RDA%20Training/LC%20RDA%20cou
rse%20table.html
(General site: http://www.loc.gov/aba/rda/)
 OCLC Technical Bulletin 261 -
http://www.oclc.org/support/documentation/worldcat/t
b/261/ (Covers new/changed fields including 264)

38. Resources cont.
 PCC Guidelines for 264 --
http://www.loc.gov/aba/pcc/documents/264-
Guidelines.doc
 Mac Elrod’s (Special Libraries Cataloguing)
AACR2R-RDA changes: http://special-
cataloguing.com/node/1397
 PPT by Sally McCallum from the Library of Congress
describing the LC MARC replacement and Linked
data http://igelu.org/wp-
content/uploads/2012/09/IGeLU-sally-
McCallum.pptx