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NISO/NASIG Joint Webinar:
Not Business as Usual:
Special cases in RDA serials cataloging
Wednesday, May 20, 2015
Speakers:
Mary Huismann
Music/Media Original Cataloger, University of Minnesota
Les Hawkins
CONSER Coordinator, Library of Congress
Robert L. Maxwell
Senior Librarian, Harold B. Lee Library,
Brigham Young University
http://www.niso.org/news/events/2015/webinars/nasig_rda/
_Filling_in_the_Blanks_
RDA for Moving Images and Music
Mary Huismann, University of Minnesota Libraries
Outline
May 20, 2015NISO/NASIG3
 RDA and special formats materials
 Vision and reality
 A problem and a solution
 Problem: Lack of practical, specific “guidance” for most
special format materials
 Solution: Development of community-based best
practice guides
 A look at three best practice guides
 Music (Music Library Association)
 DVD/Blu-ray (Online Audiovisual Catalogers)
 Streaming media (Online Audiovisual Catalogers)
RDA and Special Formats
4 May 20, 2015NISO/NASIG
Vision
NISO/NASIG5
 A new standard for resource description and access
 Web-based tool optimized for use as an online
product
 Envisioned to be
 Consistent, flexible, extensible
 Compatible with international standards, models,
principles
 Of use beyond libraries
 “Format-agnostic”
 Single set of instructions vs. format-based instructions
 No presentation format instructions
 Individual data elements
Source: Tillett RDA Overview, 2009May 20, 2015
RDA Timeline
NISO/NASIG6
 2002 – AACR3 draft begun
 2005 – alignment with FRBR, name change to RDA
 2008 – full draft of RDA released
 2009 – RDA release date announced
 2010 – RDA published online (RDA Toolkit)
 2010 – U.S. RDA Test (LC, NLM, NAL) + other
testers
 2011 – U.S. RDA Test final report released
 2013 – LC implements RDA
 2014 – Music Library Association Best Practices
 2015 – Online Audiovisual Catalogers Best PracticesMay 20, 2015
Reality
NISO/NASIG7
 A new standard for resource description and access
 Difficult to reap the benefits while still using MARC
 Individual data elements
 Granularity is good 
 Machine manipulation
 Linked data
 Single set of instructions
 One size didn’t fit all
 Necessary to add more specific instructions
 RDA + MARC21 = ???!!!
May 20, 2015
A Problem and A Solution
8 May 20, 2015NISO/NASIG
Problem
NISO/NASIG9
 Problem: Lack of practical, specific “guidance” for many
aspects of special format materials
 Examples
 Notated music
 Cover
 Moving Images
 Aspect ratio
 Streaming media
 Specific technical details
May 20, 2015
Solution
NISO/NASIG10
 Solution: Development of community-based best practice
guides
 Examples
 Cover
 MLA BP 2.2.2.2 adds a description of cover (“substantially different
material (e.g., heavier or different colored paper) than the paper on
which the music is printed”)
 Aspect ratio
 OLAC BP 2.5.2 gives guidance on when to record aspect ratio as
an element and/or an edition statement
 Streaming media
 OLAC BP recommendation for provider-neutral approach but gives
an option for provider-specific approach
May 20, 2015
Three Best Practice Guides:
MLA & OLAC
11 May 20, 2015NISO/NASIG
Music, Video, Streaming Media
May 20, 2015NISO/NASIG12
 Guides designed to be compatible with existing RDA
documentation
 LC-PCC PS
 PCC guidelines
 Organization of content varies
 Music, Streaming Media by RDA Instruction
 Video by “modified” MARC21
 Planned maintenance/revision
Music
13
 Best Practices for Cataloging Music Using RDA and
MARC21(Version 1.1, 2015)
 Issued by: Music Library Association
http://bcc.musiclibraryassoc.org/BCC-
Historical/BCC2015/RDA_Best_Practices_for_Music_Catal
oging_v1.1-150217.pdf
NISO/NASIG May 20, 2015
Background
NISO/NASIG14
 Task group formed in 2011
 Charge
 Create music-related best practice documentation for
RDA
 Make recommendations regarding the relationship
between MLA BP and other official RDA policies (e.g., LC-
PCC PS)
 Create complete examples for scores, audio recordings,
musical works and expressions
 Included in RDA Toolkit
May 20, 2015
Coverage
In scope Out of scope
NISO/NASIG15
 Music scores
 Audio recordings
 Musical works
 Musical expressions
 General cataloging
In… Sort of
 Video recordings
May 20, 2015
Music - General
NISO/NASIG16
 Title Information
 Title Proper/Other Title Information
 Parallel title information (MLA BP Appendix D)
 Identifiers
 Lots of details to record
 Notes
 Elements
 Access points for musical works/expressions
 RDA 6.28
May 20, 2015
Notated Music
May 20, 2015NISO/NASIG17
 Dates
 Publication vs copyright dates
 Edition Statement
 Voice ranges
 Musical presentation
 Identifiers
 Plate numbers, publisher numbers, ISMN
 Multiple carriers
 Scores and parts
 Notes & Elements
 Type of notation
Audio Recordings
May 20, 2015NISO/NASIG18
 Statement of responsibility
 Creators vs contributors
 Composers vs performers
 Dates
 Phonogram vs copyright dates
 Identifiers
 Label number, UPC, EAN
 Technical details
 MLA BP Ch. 3 Appendix
 Compilations
 Contents notes
DVD-Video/Blu-ray Discs
19
 Best Practices for Cataloging DVD-Video and Blu-
ray Discs Using RDA and MARC21 (Version 1.0,
2015)
 Issued by: Online Audiovisual Catalogers
http://olacinc.org/drupal/capc_files/DVD_RDA_Guide.pdf
NISO/NASIG May 20, 2015
Background
NISO/NASIG20
 Task Force formed in 2012
 Charge:
 Revise the Guide to Cataloging DVD and Blu-ray Discs
Using AACR2r and MARC21 (2008) for use with RDA
 Provide examples for cataloging these materials
 Dual purpose
 Provide set of best practices
 Continue the “how-to” approach of the previous guides
May 20, 2015
Coverage
In scope Out of scope
NISO/NASIG21
 DVD-Video
 Blu-ray Discs
 Description
 Access
 DVD-ROM
 VHS, Beta, VCD, etc.
 Genre/Form
May 20, 2015
DVD-Video/Blu-ray Discs
NISO/NASIG22
 Titles
 Parts, sections, etc.
 Statement of Responsibility
 Work vs expression level roles
 Where to record
 Production/Publication Statement
 RDA definition of “production”
 Publication statement should reflect manifestation in hand
 Series
 Publisher series vs television series
May 20, 2015
DVD-Video/Blu-ray Discs
NISO/NASIG23
 Technical details
 Scattered throughout MARC record: 34X, 538, 500
 Sound, video, regional encoding, aspect ratio, etc.
 Language, accessibility information
 Subtitles, captions, audio description
 Information about the original production
 Country of producing entity
 Date
 Collaborative works exception for moving images
 RDA 6.27.1.3
 Preferred titles
 LC-PCC PS 6.27.1.9
May 20, 2015
Streaming Media (Video/Audio)
24
 Best Practices for Cataloging Streaming Media
Using RDA and MARC21 (Version 1.0, 2015)
 Issued by: Online Audiovisual Catalogers
http://olacinc.org/drupal/capc_files/Streaming_Media_RDA.
pdf
NISO/NASIG May 20, 2015
Background
NISO/NASIG25
 Task Force formed in 2012
 Charge:
 Revise Best Practices for Streaming Media (2008) for use
with RDA
 Provide examples
May 20, 2015
Coverage
In scope Out of scope
NISO/NASIG26
 Streaming video
 Streaming audio
 Born digital
 Created from existing
resource in another
format
 Resources on tangible
media (e.g., CD-ROM,
MP3 on CD, etc.)
 Genre/form
May 20, 2015
Streaming Media (Video/Audio)
NISO/NASIG27
Audio and/or video topics plus…
 Single vs separate records
 Source of information
 Defining “part of the resource itself”
 File types, software players
 Options for recording technical details
 Provider-neutral approach
 Provider-specific approach
 Resources converted from different formats
May 20, 2015
Future Best Practices
May 20, 2015NISO/NASIG28
 LCMPT (MLA)
 http://www.musiclibraryassoc.org/resource/resmgr/BCC_
Resources/ProvisionalBestPracticesforU.pdf
 LCGFT (MLA)
 Coming soon!
 Video Games (OLAC)
 Coming soon!
 Playaway (MLA/OLAC)
 Disc-based resources (CD-ROM, DVD-ROM)
(OLAC)
 Realia (OLAC)
 Non-musical audio recordings (OLAC)
Questions?
29
Thank you!
Mary Huismann
Music/Media Original Cataloger
University of Minnesota
huism002@umn.edu
NISO/NASIG May 20, 2015
CONSER Implementation of RDA
NISO/NASIG Joint Webinar:
Not Business as Usual: Special cases in RDA serials cataloging
May 20, 2015
Les Hawkins
Library of Congress
30
Topics
 CONSER Program
 Documentation shared by program participants
 Instructions for special formats
 Guidance for microform and print on demand
resources
31
CONSER Program
 Program for Cooperative Cataloging (PCC): serials
and integrating resources component
 Cooperative creation and maintenance of metadata
in a shared database
 Documentation reflects practices agreed upon by the
CONSER Operations Committee
 Technical and strategic decisions made by members
and committees of the PCC
32
CONSER Documentation
 RDA CONSER Standard Record (CSR)
 CONSER Cataloging Manual (CCM)
 CONSER Editing Guide (CEG)
33
PCC Standard Records
 BIBCO Standard Record
http://www.loc.gov/aba/pcc/bibco/documents/PCC-RDA-
BSR.pdf
 CONSER Standard Record
http://www.loc.gov/aba/pcc/conser/documents/CONSER-
RDA-CSR.pdf
34
CSR elements
 RDA core
 PCC core
 PCC recommended
 Apply to textual serials in all formats
 Includes instructions for rare serials
35
CSR elements
 Represent a floor upon which the description is built
 RDA 0.6.4: as a minimum includes all core elements
that are:
 Applicable
 Readily ascertainable
 Any additional elements needed to meet user needs
may be added
36
CSR
 Focus on meeting user needs
 Emphasizes access points over description
 Authority control for access points is required
 Evolves as RDA evolves
 As of January 1, 2015: All newly coded CONSER
records follow the RDA CSR
37
38
CSR
 Used with:
 RDA and LC-PCC Policy Statements (LC-PCC PSs)
 PCC Provider Neutral Guidelines for online resources
 CSR instructions are being integrated into the LC-
PCC PSs
 Serials in special formats:
 CSR used in conjunction with format specific CCM
modules
39
CONSER Cataloging Manual (CCM)
 CSR provides basic elements needed for continuing
resources in all formats
 CCM special format modules contain many more
format specific details:
 Practical approaches to problems solving
 Agreed upon documented practices
 Useful references for both experienced and occasional
catalogers of special formats
40
CONSER Cataloging Manual (CCM)
 Training and reference tool for continuing resources
cataloging
 Revised to incorporate RDA 2013/2015
 Some RDA modules are still in draft form
 Updating the CCM has been a cooperative effort-
thanks to CONSER members!
41
CCM
 30: Direct access electronic serials
 31: Remote access electronic serials (online serials)
 32: Microform serials
 33: Newspapers
 34: Legal serials
 35: Integrating resources
42
CCM
43
CCM
44
CCM
45
CCM
46
CCM
 Module 35 Integrating resources added to
Catalogers Desktop in 2015
 Shared by BIBCO and CONSER Programs as
guidance for integrating resources
 Known as the “Integrating Resources Manual”
 Covers paper updating loose-leafs, online
databases, websites, etc.
47
CCM
Integrating resource manual
48
CCM
IR Manual example:
49
CCM
IR Manual example:
50
CCM
 Other draft modules on CONSER website:
 Module 30 Direct Access Electronic Serials
 Module 34 Legal Serials
 Two special format modules under revision
 Module 32 Microform Serials
 Module 33 Newspapers
51
CCM
 Microform and Newspaper modules were delayed
pending a decision by the PCC on microform
treatment under RDA
52
Microforms and Newspapers
 Both modules deal with microform reproductions
 RDA 1.11
 record in the description the data relating to the facsimile
or reproduction
 Record any data relating to the original … as an element
of a related work or related manifestation (in a note or
linking entry field)
53
Microforms and Newspapers
 AACR2 took the same approach as RDA
 But was modified in practice by an LCRI
 Allowed “quick cloning” from the print record
 RDA implementation resulted in a mix of practices
being used
 PCC approved continuation of earlier LCRI
practices for microform reproductions
 LC-PCC PS 1.11
54
Microforms and Newspapers
 LC-PCC PS 1.11:
 Description of microform based on the original
 Guidance for cloning and working with copy
 Elements of the reproduction recorded in a note field (533
and optionally linking entry 776)
55
Microforms and Newspapers
 Microform instructions in LC-PCC PS 1.11 are being
added to the CCM modules on microforms and
newspapers
 Thanks to the work of a group of volunteer editors and
reviewers
 Aimed at providing practical approach to these
resources
 Based upon agreed practices
56
Print on Demand (POD) Reproductions and
Photocopies
 Reproductions
 print reproductions that are not printed until an order is
received
 printed using digital techniques digital source (e.g. PDF)
 Photocopies
 typically printed using xerographic techniques
 source is a physical document.
 POD reproduction or photocopy
 Made in-house or ordered from a POD or photocopy
service provider
57
LC-PCC PS 1.11
 Print on Demand (POD) Reproductions and
Photocopies
 "provider-neutral" approach
 single PCC record for multiple POD reproductions of the
same original resource
 Does not apply to:
 regular print publications
 republications, reprints, facsimile reproductions, etc.
 microform reproductions
58
LC-PCC PS 1.11
 Uncertain whether POD guidelines will have wide
usage for serials and integrating resources
59
Summary
 CONSER Program: serials and integrating resources
metadata and documentation
 Special format instructions:
 RDA/LC-PCC PS
 CSR
 CCM
 2015: guidelines in LC-PCC PS for microforms and
print on demand publications
60
Applying the RDA CONSER
Standard Record to Rare
Serials
NISO/NASIG Joint Webinar:
Not Business as Usual: Special Cases in RDA Serials
Cataloging
May 20, 2015
Robert L. Maxwell
Brigham Young University
PCC Standard Records
• BIBCO Standard Record (BSR)
http://www.loc.gov/aba/pcc/bibco/documen
ts/PCC-RDA-BSR.pdf
• CONSER Standard Record (CSR)
http://www.loc.gov/aba/pcc/conser/docum
ents/CONSER-RDA-CSR.pdf
62
Descriptive Cataloging of Rare
Materials (Serials) (DCRMS)
PCC Standard Records
• Anyone can follow the CSR, but if a serial record is
created under CONSER (i.e., coded "pcc" in 042)
• The record must include all the RDA and PCC core
elements that are applicable and readily ascertainable
• All access points must be under authority control
• If records for rare serials include all the RDA and PCC
core elements, plus the PCC rare core elements, they
may be coded "dcrms" in addition to "rda"
• Records generally should include subject access
64
CONSER Standard Record
Organized
following RDA
structure
65
Rare Provisions in BSR/CSR
• May be used with any resources deemed rare
• Typically pre-early 19th century, but may be used
with resources from any period
• Rare serials identified by "$e rda $e dcrms" in 040
• Generally an expansion of the CSR
• One element calls for different treatment
• 1.7.1 Transcription
66
Rare Provisions in CSR
1.7.1 Transcription
RDA 1.7.1. General Guidelines on Transcription
Alternative. The agency creating the data may establish in-
house guidelines for capitalization, punctuation, numerals,
symbols, abbreviations, etc., or choose a published style
manual, etc., as its preferred guide (e.g., The Chicago
Manual of Style). In such situations, use those guidelines
or that style manual instead of the instructions at 1.7.2–
1.7.9 and in the appendices.
67
Rare Provisions in CSR
1.7.1 Transcription
• General rule: use Descriptive Cataloging for Rare
Materials (Serials) as the "designated published
style manual" in place of the instructions given
under RDA 1.7.2-1.7.9 for transcribing
punctuation, numerals, symbols, abbreviations,
etc.
• Transcribe numbers expressed as words in the
form in which they appear on the source
• Record numerals in the form in which they
appear on the source (e.g., as roman numerals)
68
Title proper (RDA core)
245 04 $a The Oxford gazette.
The Oxford gazette does not pose any problems, but early printed materials
sometimes have characters and symbols that cannot be reproduced in MARC.
RDA 1.7.5. Replace symbols and other characters, etc., that cannot be reproduced by
the facilities available with a description of the symbol enclosed in square brackets.
(See also LCPS 1.4)
Statement of responsibility (RDA
core)
245 04 $a The Oxford gazette / $c
published by authority.
“Published by authority” might be given as a note rather than transcribed as a
statement of responsibility.
CSR 2.4.2: Rare materials: Make a 550 note about changes in statement of
responsibility. See DCRM(S) 1E15.
There are no changes in the short history of The Oxford Gazette
Designation of edition (RDA core)
• Designation of edition must be transcribed, if
found.
• Statement of responsibility relating to the edition is
not core in RDA but is PCC core for rare materials.
• The Oxford Gazette does not have a designation of
edition.
Numeric designation of the first
issue or part (RDA core)
CSR 2.6.2: Follow 2.6.2.3 Alternative and make a note (2.17.5.3) rather than recording [this]
element (e.g., "Began ..."). Record or supply … designation of the first issue whenever this
information is available, regardless of whether the first issue is in hand or not.
BUT: Rare materials: Record the element as instructed. Do not apply the alternative
instruction in 2.6.2.3 to make a note unless the first issue is not available (see DCRM(S)
3A1, 3B).
The Oxford Gazette: the numeral looks like a roman numeral, but examination of the text
shows that this is the form used by the printer for the Arabic numeral 1. Following DCRM
principles for transcription, we transcribe the form intended.
245 04 $a The Oxford gazette / $c
published by authority.
362 0 $a Numb. 1
Chronological designation of the
first issue or part (RDA core)
CSR 2.6.3: Follow 2.6.3.3 Alternative and make a note (2.17.5.3) rather than recording [this]
element (e.g., "Began ..."). Record or supply … designation of the first issue whenever this
information is available, regardless of whether the first issue is in hand or not.
BUT: Rare materials: Record the element as instructed. Do not apply the alternative
instruction in 2.6.3.3 to make a note unless the first issue is not available (see DCRM(S)
3A1, 3C).
The Oxford Gazette: No chronological designation on the resource, but under RDA 2.6.3.2 we
can record this information from another source. The information can be inferred from the
dates of the events recorded.
245 04 $a The Oxford gazette / $c
published by authority.
362 0 $a Numb. 1 ([November 18,
1665])
Numeric designation of the last
issue or part (RDA core)
CSR 2.6.4: Follow 2.6.4.3 Alternative and make a note (2.17.5.3) rather
than recording [this] element (e.g., "Ceased ..."). Record or supply …
designation of the last issue whenever this information is available,
regardless of whether the last issue is in hand or not.
BUT: Rare materials: Record the element as instructed. Do not apply
the alternative instruction in 2.6.4.3 to make a note unless the last
issue is not available (see DCRM(S) 3A1, 3B).
245 04 $a The Oxford gazette / $c
published by authority.
362 0 $a Numb. 1 ([November 18,
1665])-Numb. 23
Chronological designation of the
last issue or part (RDA core)
CSR 2.6.5: Follow 2.6.5.3 Alternative and make a note (2.17.5.3) rather than recording [this]
element (e.g., "Ceased ..."). Record or supply … designation of the last issue whenever this
information is available, regardless of whether the last issue is in hand or not.
BUT: Rare materials: Record the element as instructed. Do not apply the alternative
instruction in 2.6.5.3 to make a note unless the last issue is not available (see DCRM(S) 3A1,
3C).
DCRM(S) 3C3. When the chronological designation is based on the Julian (Old Style) calendar, and
the serial is known to have been issued in the following year according to the Gregorian (New Style)
calendar, transcribe the date as it appears and supply the Gregorian year in square brackets.
245 04 $a The Oxford gazette / $c
published by authority.
362 0 $a Numb. 1 ([November 18,
1665])-Numb. 23 (From
Monday January 29 to
Thursday February 1, 1665
[that is, 1666])
Place of publication (RDA core)
CSR 2.8.2: If more than one place, only the first recorded is
required.
But: Rare materials: Generally transcribe all places of
publication (see DCRM(S) 4B6.1-2). If a place of publication is
known to be fictitious or incorrect, supply a correction in
square brackets (see DCRM(S) 4B9)
Modern form of the place name supplied following DCRM(S) 4B3.
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford]
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday
January 29 to Thursday February 1, 1665 [that is, 1666])
Publisher's name (RDA core)
CSR 2.8.4: If more than one publisher, only the first recorded is required.
But: Rare materials: Generally transcribe all publishers' names (see DCRM(S) 4C6.1-
2). If a publisher's name is known to be fictitious or incorrect, supply a correction in
square brackets (see DCRM(S) 4C5)
DCRM(S) 4C2: Transcribe the name of the publisher, together with any associated words,
as it appears in the serial.
DCRM(S) 4A6: Statements relating to printing will sometimes be more appropriately
transcribed as elements of publication, distribution, etc. in early printed serials.
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for
the use of some merchants and gentlemen, who desire them
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to
Thursday February 1, 1665 [that is, 1666])
Date of publication (RDA core)
CSR 2.8.6: Record the publication date(s) of first and/or last issue if the dates
are known and the first and/or last issues are in hand.
But: Rare materials: Transcribe date(s) of the first and/or last issue (see
DCRM(S) 4D1.2). If a date of publication is known to be fictitious or
incorrect, supply the correct year in square brackets (see DCRM(S) 4D2.3).
The Oxford Gazette: There are no publication dates to transcribe, but we can
infer the dates from the issue dates.
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use
of some merchants and gentlemen, who desire them, $c [1665]-[1666]
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
Distribution, Manufacture,
Copyright Statements
Distribution and Manufacture information is PCC Core for
rare serials when present in the resource.
Copyright date is PCC recommended for rare serials
when present in the resource. If a full transcription of the
copyright statement is desired, record it in a note
There is no distribution, manufacture, or copyright
information in The Oxford Gazette. As seen above,
"Printed by Leonard Litchfield …" has been interpreted as
publication information.
Frequency (PCC core)
CSR 2.14. Current frequency (310) is a core element for
CONSER, if known. Former frequency (321) is not
required on original records
But: Rare materials: Record former frequency, if
known (see DCRM(S) 7B1.2).
There are no special procedures for recording frequency
of rare serials.
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use
of some merchants and gentlemen, who desire them, $c [1665]-[1666]
310 $a Semiweekly
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
Note on title and issue used as
basis for identification (PCC core)
• CSR 2.17.2. Always make a note giving the source of title,
even if it is the title page. Combine the note with a
"Description based on" note (see 2.17.13). Encode the two
notes in a single 588 field.
• CSR 2.17.13.
• Always provide a "Description based on" note even if first issue is in
hand.
• Wording in RDA: "Identification of the resource based on: ... " is
only an example. CONSER will continue to use "Description based
on" wording.
• Always make a note ("Latest issue consulted:") identifying the latest
issues used as the basis for identification of the resource even if last
issue is in hand.
• Rare materials: Transcribe the numbering for the issue, part, or
iteration used as the basis for identification in the same order as in
the numbering area, and with the appropriate prescribed
punctuation (see DCRM(S) 7B21.1, 7B21.2)
Note on title and issue used as
basis for identification (PCC core)
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at
London, for the use of some merchants and gentlemen, who desire
them, $c [1665]-[1666]
310 $a Semiweekly
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday
January 29 to Thursday February 1, 1665 [that is, 1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title
from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to
Thursday February 1, 1665 [that is, 1666])
Media (PCC core) and Carrier Type
(RDA core)
The Oxford Gazette: Each issue is printed on both sides of a single sheet.
As with other printed materials, the carrier type for rare serials is more
commonly "volume," but in this case we record "sheet".
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for
the use of some merchants and gentlemen, who desire them, $c [1665]-[1666]
310 $a Semiweekly
337 $a unmediated $2 rdamedia
338 $a sheet $2 rdacarrier
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to
Thursday February 1, 1665 [that is, 1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
Extent (RDA core)
CSR 3.4. Both the number of units and the term indicating the type of unit are
required for a completed or "dead" resource (in any format) for which the total
extent is known.
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use
of some merchants and gentlemen, who desire them, $c [1665]-[1666]
300 $a 23 sheets
310 $a Semiweekly
337 $a unmediated $2 rdamedia
338 $a sheet $2 rdacarrier
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1,
1665 [that is, 1666])
Dimensions (RDA core)
CSR 3.5. Required only for resources other than print serials.
But: Rare materials: Required for serials in all formats.
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use
of some merchants and gentlemen, who desire them, $c [1665]-[1666]
300 $a 23 sheets ; $c 29-31 cm
310 $a Semiweekly
337 $a unmediated $2 rdamedia
338 $a sheet $2 rdacarrier
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1,
1665 [that is, 1666])
Content type (RDA core)
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use
of some merchants and gentlemen, who desire them, $c [1665]-[1666]
300 $a 23 sheets ; $c 29-31 cm
310 $a Semiweekly
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a sheet $2 rdacarrier
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1,
1665 [that is, 1666])
Relationships
Record relationships to other entities as appropriate. The
Oxford Gazette has a sequential work relationship to The
London Gazette and was edited by Henry Muddiman.
Relationships
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use
of some merchants and gentlemen, who desire them, $c [1665]-[1666]
300 $a 23 sheets ; $c 29-31 cm
310 $a Semiweekly
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a sheet $2 rdacarrier
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday
February 1, 1665 [that is, 1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1,
1665 [that is, 1666])
700 1 $a Muddiman, Henry, $d 1628 or 1629-1692, $e editor.
785 00 $t London gazette $w (DLC) 15003600 $w (OCoLC)6672113
CSR required non-RDA and MARC
data
• Cataloging source: language of cataloging. Use "eng" (040
$b)
• Cataloging source: description conventions. Use "rda" (040
$e, directly after $b)
Rare materials: use "rda" and "dcrms" recorded in
separate subfields $e directly after $b
• Authentication code. If creating BIBCO records, use "pcc"
(042)
• Subject and genre/form access. As appropriate, assign a
complement of access points that provide access to at least
the primary subject and/or form. Use terms from
established thesauri.
Rare materials: adding genre/form terms from one of the RBMS
controlled vocabularies or other thesaurus is strongly recommended.
CSR required non-RDA and MARC data
040 $a [MARC library code] $b eng $e rda $e dcrms $c [MARC library code] $d …
245 04 $a The Oxford gazette / $c published by authority.
264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and
gentlemen, who desire them, $c [1665]-[1666]
300 $a 23 sheets ; $c 29-31 cm
310 $a Semiweekly
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a sheet $2 rdacarrier
362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is,
1666])
588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption.
588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
651 0 $a Great Britain $x History $y Charles II, 1660-1685 $v Newspapers.
655 7 $a Newspapers $2 rbgenr or
655 7 $a Newspapers $2 lcgft
700 1 $a Muddiman, Henry, $d 1628 or 1629-1692, $e editor.
785 00 $t London gazette $w (DLC) 15003600 $w (OCoLC)6672113
Applying the RDA CONSER
Standard Record to Rare
Serials
NISO/NASIG Joint Webinar:
Not Business as Usual: Special Cases in RDA Serials
Cataloging
May 20, 2015
Robert L. Maxwell
Brigham Young University
Robert_Maxwell@byu.edu
NISO/NASIG Joint Webinar • May 20, 2015
Questions?
All questions will be posted with presenter answers on
the NISO website following the webinar:
http://www.niso.org/news/events/2015/webinars/nasig_rda/
NISO/NASIG Joint Webinar
Not Business as Usual:
Special cases in RDA serials cataloging
Thank you for joining us today.
Please take a moment to fill out the brief online survey.
We look forward to hearing from you!
THANK YOU

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NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging

  • 1. NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging Wednesday, May 20, 2015 Speakers: Mary Huismann Music/Media Original Cataloger, University of Minnesota Les Hawkins CONSER Coordinator, Library of Congress Robert L. Maxwell Senior Librarian, Harold B. Lee Library, Brigham Young University http://www.niso.org/news/events/2015/webinars/nasig_rda/
  • 2. _Filling_in_the_Blanks_ RDA for Moving Images and Music Mary Huismann, University of Minnesota Libraries
  • 3. Outline May 20, 2015NISO/NASIG3  RDA and special formats materials  Vision and reality  A problem and a solution  Problem: Lack of practical, specific “guidance” for most special format materials  Solution: Development of community-based best practice guides  A look at three best practice guides  Music (Music Library Association)  DVD/Blu-ray (Online Audiovisual Catalogers)  Streaming media (Online Audiovisual Catalogers)
  • 4. RDA and Special Formats 4 May 20, 2015NISO/NASIG
  • 5. Vision NISO/NASIG5  A new standard for resource description and access  Web-based tool optimized for use as an online product  Envisioned to be  Consistent, flexible, extensible  Compatible with international standards, models, principles  Of use beyond libraries  “Format-agnostic”  Single set of instructions vs. format-based instructions  No presentation format instructions  Individual data elements Source: Tillett RDA Overview, 2009May 20, 2015
  • 6. RDA Timeline NISO/NASIG6  2002 – AACR3 draft begun  2005 – alignment with FRBR, name change to RDA  2008 – full draft of RDA released  2009 – RDA release date announced  2010 – RDA published online (RDA Toolkit)  2010 – U.S. RDA Test (LC, NLM, NAL) + other testers  2011 – U.S. RDA Test final report released  2013 – LC implements RDA  2014 – Music Library Association Best Practices  2015 – Online Audiovisual Catalogers Best PracticesMay 20, 2015
  • 7. Reality NISO/NASIG7  A new standard for resource description and access  Difficult to reap the benefits while still using MARC  Individual data elements  Granularity is good   Machine manipulation  Linked data  Single set of instructions  One size didn’t fit all  Necessary to add more specific instructions  RDA + MARC21 = ???!!! May 20, 2015
  • 8. A Problem and A Solution 8 May 20, 2015NISO/NASIG
  • 9. Problem NISO/NASIG9  Problem: Lack of practical, specific “guidance” for many aspects of special format materials  Examples  Notated music  Cover  Moving Images  Aspect ratio  Streaming media  Specific technical details May 20, 2015
  • 10. Solution NISO/NASIG10  Solution: Development of community-based best practice guides  Examples  Cover  MLA BP 2.2.2.2 adds a description of cover (“substantially different material (e.g., heavier or different colored paper) than the paper on which the music is printed”)  Aspect ratio  OLAC BP 2.5.2 gives guidance on when to record aspect ratio as an element and/or an edition statement  Streaming media  OLAC BP recommendation for provider-neutral approach but gives an option for provider-specific approach May 20, 2015
  • 11. Three Best Practice Guides: MLA & OLAC 11 May 20, 2015NISO/NASIG
  • 12. Music, Video, Streaming Media May 20, 2015NISO/NASIG12  Guides designed to be compatible with existing RDA documentation  LC-PCC PS  PCC guidelines  Organization of content varies  Music, Streaming Media by RDA Instruction  Video by “modified” MARC21  Planned maintenance/revision
  • 13. Music 13  Best Practices for Cataloging Music Using RDA and MARC21(Version 1.1, 2015)  Issued by: Music Library Association http://bcc.musiclibraryassoc.org/BCC- Historical/BCC2015/RDA_Best_Practices_for_Music_Catal oging_v1.1-150217.pdf NISO/NASIG May 20, 2015
  • 14. Background NISO/NASIG14  Task group formed in 2011  Charge  Create music-related best practice documentation for RDA  Make recommendations regarding the relationship between MLA BP and other official RDA policies (e.g., LC- PCC PS)  Create complete examples for scores, audio recordings, musical works and expressions  Included in RDA Toolkit May 20, 2015
  • 15. Coverage In scope Out of scope NISO/NASIG15  Music scores  Audio recordings  Musical works  Musical expressions  General cataloging In… Sort of  Video recordings May 20, 2015
  • 16. Music - General NISO/NASIG16  Title Information  Title Proper/Other Title Information  Parallel title information (MLA BP Appendix D)  Identifiers  Lots of details to record  Notes  Elements  Access points for musical works/expressions  RDA 6.28 May 20, 2015
  • 17. Notated Music May 20, 2015NISO/NASIG17  Dates  Publication vs copyright dates  Edition Statement  Voice ranges  Musical presentation  Identifiers  Plate numbers, publisher numbers, ISMN  Multiple carriers  Scores and parts  Notes & Elements  Type of notation
  • 18. Audio Recordings May 20, 2015NISO/NASIG18  Statement of responsibility  Creators vs contributors  Composers vs performers  Dates  Phonogram vs copyright dates  Identifiers  Label number, UPC, EAN  Technical details  MLA BP Ch. 3 Appendix  Compilations  Contents notes
  • 19. DVD-Video/Blu-ray Discs 19  Best Practices for Cataloging DVD-Video and Blu- ray Discs Using RDA and MARC21 (Version 1.0, 2015)  Issued by: Online Audiovisual Catalogers http://olacinc.org/drupal/capc_files/DVD_RDA_Guide.pdf NISO/NASIG May 20, 2015
  • 20. Background NISO/NASIG20  Task Force formed in 2012  Charge:  Revise the Guide to Cataloging DVD and Blu-ray Discs Using AACR2r and MARC21 (2008) for use with RDA  Provide examples for cataloging these materials  Dual purpose  Provide set of best practices  Continue the “how-to” approach of the previous guides May 20, 2015
  • 21. Coverage In scope Out of scope NISO/NASIG21  DVD-Video  Blu-ray Discs  Description  Access  DVD-ROM  VHS, Beta, VCD, etc.  Genre/Form May 20, 2015
  • 22. DVD-Video/Blu-ray Discs NISO/NASIG22  Titles  Parts, sections, etc.  Statement of Responsibility  Work vs expression level roles  Where to record  Production/Publication Statement  RDA definition of “production”  Publication statement should reflect manifestation in hand  Series  Publisher series vs television series May 20, 2015
  • 23. DVD-Video/Blu-ray Discs NISO/NASIG23  Technical details  Scattered throughout MARC record: 34X, 538, 500  Sound, video, regional encoding, aspect ratio, etc.  Language, accessibility information  Subtitles, captions, audio description  Information about the original production  Country of producing entity  Date  Collaborative works exception for moving images  RDA 6.27.1.3  Preferred titles  LC-PCC PS 6.27.1.9 May 20, 2015
  • 24. Streaming Media (Video/Audio) 24  Best Practices for Cataloging Streaming Media Using RDA and MARC21 (Version 1.0, 2015)  Issued by: Online Audiovisual Catalogers http://olacinc.org/drupal/capc_files/Streaming_Media_RDA. pdf NISO/NASIG May 20, 2015
  • 25. Background NISO/NASIG25  Task Force formed in 2012  Charge:  Revise Best Practices for Streaming Media (2008) for use with RDA  Provide examples May 20, 2015
  • 26. Coverage In scope Out of scope NISO/NASIG26  Streaming video  Streaming audio  Born digital  Created from existing resource in another format  Resources on tangible media (e.g., CD-ROM, MP3 on CD, etc.)  Genre/form May 20, 2015
  • 27. Streaming Media (Video/Audio) NISO/NASIG27 Audio and/or video topics plus…  Single vs separate records  Source of information  Defining “part of the resource itself”  File types, software players  Options for recording technical details  Provider-neutral approach  Provider-specific approach  Resources converted from different formats May 20, 2015
  • 28. Future Best Practices May 20, 2015NISO/NASIG28  LCMPT (MLA)  http://www.musiclibraryassoc.org/resource/resmgr/BCC_ Resources/ProvisionalBestPracticesforU.pdf  LCGFT (MLA)  Coming soon!  Video Games (OLAC)  Coming soon!  Playaway (MLA/OLAC)  Disc-based resources (CD-ROM, DVD-ROM) (OLAC)  Realia (OLAC)  Non-musical audio recordings (OLAC)
  • 29. Questions? 29 Thank you! Mary Huismann Music/Media Original Cataloger University of Minnesota huism002@umn.edu NISO/NASIG May 20, 2015
  • 30. CONSER Implementation of RDA NISO/NASIG Joint Webinar: Not Business as Usual: Special cases in RDA serials cataloging May 20, 2015 Les Hawkins Library of Congress 30
  • 31. Topics  CONSER Program  Documentation shared by program participants  Instructions for special formats  Guidance for microform and print on demand resources 31
  • 32. CONSER Program  Program for Cooperative Cataloging (PCC): serials and integrating resources component  Cooperative creation and maintenance of metadata in a shared database  Documentation reflects practices agreed upon by the CONSER Operations Committee  Technical and strategic decisions made by members and committees of the PCC 32
  • 33. CONSER Documentation  RDA CONSER Standard Record (CSR)  CONSER Cataloging Manual (CCM)  CONSER Editing Guide (CEG) 33
  • 34. PCC Standard Records  BIBCO Standard Record http://www.loc.gov/aba/pcc/bibco/documents/PCC-RDA- BSR.pdf  CONSER Standard Record http://www.loc.gov/aba/pcc/conser/documents/CONSER- RDA-CSR.pdf 34
  • 35. CSR elements  RDA core  PCC core  PCC recommended  Apply to textual serials in all formats  Includes instructions for rare serials 35
  • 36. CSR elements  Represent a floor upon which the description is built  RDA 0.6.4: as a minimum includes all core elements that are:  Applicable  Readily ascertainable  Any additional elements needed to meet user needs may be added 36
  • 37. CSR  Focus on meeting user needs  Emphasizes access points over description  Authority control for access points is required  Evolves as RDA evolves  As of January 1, 2015: All newly coded CONSER records follow the RDA CSR 37
  • 38. 38
  • 39. CSR  Used with:  RDA and LC-PCC Policy Statements (LC-PCC PSs)  PCC Provider Neutral Guidelines for online resources  CSR instructions are being integrated into the LC- PCC PSs  Serials in special formats:  CSR used in conjunction with format specific CCM modules 39
  • 40. CONSER Cataloging Manual (CCM)  CSR provides basic elements needed for continuing resources in all formats  CCM special format modules contain many more format specific details:  Practical approaches to problems solving  Agreed upon documented practices  Useful references for both experienced and occasional catalogers of special formats 40
  • 41. CONSER Cataloging Manual (CCM)  Training and reference tool for continuing resources cataloging  Revised to incorporate RDA 2013/2015  Some RDA modules are still in draft form  Updating the CCM has been a cooperative effort- thanks to CONSER members! 41
  • 42. CCM  30: Direct access electronic serials  31: Remote access electronic serials (online serials)  32: Microform serials  33: Newspapers  34: Legal serials  35: Integrating resources 42
  • 47. CCM  Module 35 Integrating resources added to Catalogers Desktop in 2015  Shared by BIBCO and CONSER Programs as guidance for integrating resources  Known as the “Integrating Resources Manual”  Covers paper updating loose-leafs, online databases, websites, etc. 47
  • 51. CCM  Other draft modules on CONSER website:  Module 30 Direct Access Electronic Serials  Module 34 Legal Serials  Two special format modules under revision  Module 32 Microform Serials  Module 33 Newspapers 51
  • 52. CCM  Microform and Newspaper modules were delayed pending a decision by the PCC on microform treatment under RDA 52
  • 53. Microforms and Newspapers  Both modules deal with microform reproductions  RDA 1.11  record in the description the data relating to the facsimile or reproduction  Record any data relating to the original … as an element of a related work or related manifestation (in a note or linking entry field) 53
  • 54. Microforms and Newspapers  AACR2 took the same approach as RDA  But was modified in practice by an LCRI  Allowed “quick cloning” from the print record  RDA implementation resulted in a mix of practices being used  PCC approved continuation of earlier LCRI practices for microform reproductions  LC-PCC PS 1.11 54
  • 55. Microforms and Newspapers  LC-PCC PS 1.11:  Description of microform based on the original  Guidance for cloning and working with copy  Elements of the reproduction recorded in a note field (533 and optionally linking entry 776) 55
  • 56. Microforms and Newspapers  Microform instructions in LC-PCC PS 1.11 are being added to the CCM modules on microforms and newspapers  Thanks to the work of a group of volunteer editors and reviewers  Aimed at providing practical approach to these resources  Based upon agreed practices 56
  • 57. Print on Demand (POD) Reproductions and Photocopies  Reproductions  print reproductions that are not printed until an order is received  printed using digital techniques digital source (e.g. PDF)  Photocopies  typically printed using xerographic techniques  source is a physical document.  POD reproduction or photocopy  Made in-house or ordered from a POD or photocopy service provider 57
  • 58. LC-PCC PS 1.11  Print on Demand (POD) Reproductions and Photocopies  "provider-neutral" approach  single PCC record for multiple POD reproductions of the same original resource  Does not apply to:  regular print publications  republications, reprints, facsimile reproductions, etc.  microform reproductions 58
  • 59. LC-PCC PS 1.11  Uncertain whether POD guidelines will have wide usage for serials and integrating resources 59
  • 60. Summary  CONSER Program: serials and integrating resources metadata and documentation  Special format instructions:  RDA/LC-PCC PS  CSR  CCM  2015: guidelines in LC-PCC PS for microforms and print on demand publications 60
  • 61. Applying the RDA CONSER Standard Record to Rare Serials NISO/NASIG Joint Webinar: Not Business as Usual: Special Cases in RDA Serials Cataloging May 20, 2015 Robert L. Maxwell Brigham Young University
  • 62. PCC Standard Records • BIBCO Standard Record (BSR) http://www.loc.gov/aba/pcc/bibco/documen ts/PCC-RDA-BSR.pdf • CONSER Standard Record (CSR) http://www.loc.gov/aba/pcc/conser/docum ents/CONSER-RDA-CSR.pdf 62
  • 63. Descriptive Cataloging of Rare Materials (Serials) (DCRMS)
  • 64. PCC Standard Records • Anyone can follow the CSR, but if a serial record is created under CONSER (i.e., coded "pcc" in 042) • The record must include all the RDA and PCC core elements that are applicable and readily ascertainable • All access points must be under authority control • If records for rare serials include all the RDA and PCC core elements, plus the PCC rare core elements, they may be coded "dcrms" in addition to "rda" • Records generally should include subject access 64
  • 66. Rare Provisions in BSR/CSR • May be used with any resources deemed rare • Typically pre-early 19th century, but may be used with resources from any period • Rare serials identified by "$e rda $e dcrms" in 040 • Generally an expansion of the CSR • One element calls for different treatment • 1.7.1 Transcription 66
  • 67. Rare Provisions in CSR 1.7.1 Transcription RDA 1.7.1. General Guidelines on Transcription Alternative. The agency creating the data may establish in- house guidelines for capitalization, punctuation, numerals, symbols, abbreviations, etc., or choose a published style manual, etc., as its preferred guide (e.g., The Chicago Manual of Style). In such situations, use those guidelines or that style manual instead of the instructions at 1.7.2– 1.7.9 and in the appendices. 67
  • 68. Rare Provisions in CSR 1.7.1 Transcription • General rule: use Descriptive Cataloging for Rare Materials (Serials) as the "designated published style manual" in place of the instructions given under RDA 1.7.2-1.7.9 for transcribing punctuation, numerals, symbols, abbreviations, etc. • Transcribe numbers expressed as words in the form in which they appear on the source • Record numerals in the form in which they appear on the source (e.g., as roman numerals) 68
  • 69.
  • 70. Title proper (RDA core) 245 04 $a The Oxford gazette. The Oxford gazette does not pose any problems, but early printed materials sometimes have characters and symbols that cannot be reproduced in MARC. RDA 1.7.5. Replace symbols and other characters, etc., that cannot be reproduced by the facilities available with a description of the symbol enclosed in square brackets. (See also LCPS 1.4)
  • 71. Statement of responsibility (RDA core) 245 04 $a The Oxford gazette / $c published by authority. “Published by authority” might be given as a note rather than transcribed as a statement of responsibility. CSR 2.4.2: Rare materials: Make a 550 note about changes in statement of responsibility. See DCRM(S) 1E15. There are no changes in the short history of The Oxford Gazette
  • 72. Designation of edition (RDA core) • Designation of edition must be transcribed, if found. • Statement of responsibility relating to the edition is not core in RDA but is PCC core for rare materials. • The Oxford Gazette does not have a designation of edition.
  • 73. Numeric designation of the first issue or part (RDA core) CSR 2.6.2: Follow 2.6.2.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Began ..."). Record or supply … designation of the first issue whenever this information is available, regardless of whether the first issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.2.3 to make a note unless the first issue is not available (see DCRM(S) 3A1, 3B). The Oxford Gazette: the numeral looks like a roman numeral, but examination of the text shows that this is the form used by the printer for the Arabic numeral 1. Following DCRM principles for transcription, we transcribe the form intended. 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1
  • 74. Chronological designation of the first issue or part (RDA core) CSR 2.6.3: Follow 2.6.3.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Began ..."). Record or supply … designation of the first issue whenever this information is available, regardless of whether the first issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.3.3 to make a note unless the first issue is not available (see DCRM(S) 3A1, 3C). The Oxford Gazette: No chronological designation on the resource, but under RDA 2.6.3.2 we can record this information from another source. The information can be inferred from the dates of the events recorded. 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1 ([November 18, 1665])
  • 75. Numeric designation of the last issue or part (RDA core) CSR 2.6.4: Follow 2.6.4.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Ceased ..."). Record or supply … designation of the last issue whenever this information is available, regardless of whether the last issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.4.3 to make a note unless the last issue is not available (see DCRM(S) 3A1, 3B). 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23
  • 76. Chronological designation of the last issue or part (RDA core) CSR 2.6.5: Follow 2.6.5.3 Alternative and make a note (2.17.5.3) rather than recording [this] element (e.g., "Ceased ..."). Record or supply … designation of the last issue whenever this information is available, regardless of whether the last issue is in hand or not. BUT: Rare materials: Record the element as instructed. Do not apply the alternative instruction in 2.6.5.3 to make a note unless the last issue is not available (see DCRM(S) 3A1, 3C). DCRM(S) 3C3. When the chronological designation is based on the Julian (Old Style) calendar, and the serial is known to have been issued in the following year according to the Gregorian (New Style) calendar, transcribe the date as it appears and supply the Gregorian year in square brackets. 245 04 $a The Oxford gazette / $c published by authority. 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 77. Place of publication (RDA core) CSR 2.8.2: If more than one place, only the first recorded is required. But: Rare materials: Generally transcribe all places of publication (see DCRM(S) 4B6.1-2). If a place of publication is known to be fictitious or incorrect, supply a correction in square brackets (see DCRM(S) 4B9) Modern form of the place name supplied following DCRM(S) 4B3. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 78. Publisher's name (RDA core) CSR 2.8.4: If more than one publisher, only the first recorded is required. But: Rare materials: Generally transcribe all publishers' names (see DCRM(S) 4C6.1- 2). If a publisher's name is known to be fictitious or incorrect, supply a correction in square brackets (see DCRM(S) 4C5) DCRM(S) 4C2: Transcribe the name of the publisher, together with any associated words, as it appears in the serial. DCRM(S) 4A6: Statements relating to printing will sometimes be more appropriately transcribed as elements of publication, distribution, etc. in early printed serials. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 79. Date of publication (RDA core) CSR 2.8.6: Record the publication date(s) of first and/or last issue if the dates are known and the first and/or last issues are in hand. But: Rare materials: Transcribe date(s) of the first and/or last issue (see DCRM(S) 4D1.2). If a date of publication is known to be fictitious or incorrect, supply the correct year in square brackets (see DCRM(S) 4D2.3). The Oxford Gazette: There are no publication dates to transcribe, but we can infer the dates from the issue dates. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 80. Distribution, Manufacture, Copyright Statements Distribution and Manufacture information is PCC Core for rare serials when present in the resource. Copyright date is PCC recommended for rare serials when present in the resource. If a full transcription of the copyright statement is desired, record it in a note There is no distribution, manufacture, or copyright information in The Oxford Gazette. As seen above, "Printed by Leonard Litchfield …" has been interpreted as publication information.
  • 81. Frequency (PCC core) CSR 2.14. Current frequency (310) is a core element for CONSER, if known. Former frequency (321) is not required on original records But: Rare materials: Record former frequency, if known (see DCRM(S) 7B1.2). There are no special procedures for recording frequency of rare serials. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 310 $a Semiweekly 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 82. Note on title and issue used as basis for identification (PCC core) • CSR 2.17.2. Always make a note giving the source of title, even if it is the title page. Combine the note with a "Description based on" note (see 2.17.13). Encode the two notes in a single 588 field. • CSR 2.17.13. • Always provide a "Description based on" note even if first issue is in hand. • Wording in RDA: "Identification of the resource based on: ... " is only an example. CONSER will continue to use "Description based on" wording. • Always make a note ("Latest issue consulted:") identifying the latest issues used as the basis for identification of the resource even if last issue is in hand. • Rare materials: Transcribe the numbering for the issue, part, or iteration used as the basis for identification in the same order as in the numbering area, and with the appropriate prescribed punctuation (see DCRM(S) 7B21.1, 7B21.2)
  • 83. Note on title and issue used as basis for identification (PCC core) 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 310 $a Semiweekly 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 84. Media (PCC core) and Carrier Type (RDA core) The Oxford Gazette: Each issue is printed on both sides of a single sheet. As with other printed materials, the carrier type for rare serials is more commonly "volume," but in this case we record "sheet". 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 310 $a Semiweekly 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 85. Extent (RDA core) CSR 3.4. Both the number of units and the term indicating the type of unit are required for a completed or "dead" resource (in any format) for which the total extent is known. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets 310 $a Semiweekly 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 86. Dimensions (RDA core) CSR 3.5. Required only for resources other than print serials. But: Rare materials: Required for serials in all formats. 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 87. Content type (RDA core) 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666])
  • 88. Relationships Record relationships to other entities as appropriate. The Oxford Gazette has a sequential work relationship to The London Gazette and was edited by Henry Muddiman.
  • 89. Relationships 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 700 1 $a Muddiman, Henry, $d 1628 or 1629-1692, $e editor. 785 00 $t London gazette $w (DLC) 15003600 $w (OCoLC)6672113
  • 90. CSR required non-RDA and MARC data • Cataloging source: language of cataloging. Use "eng" (040 $b) • Cataloging source: description conventions. Use "rda" (040 $e, directly after $b) Rare materials: use "rda" and "dcrms" recorded in separate subfields $e directly after $b • Authentication code. If creating BIBCO records, use "pcc" (042) • Subject and genre/form access. As appropriate, assign a complement of access points that provide access to at least the primary subject and/or form. Use terms from established thesauri. Rare materials: adding genre/form terms from one of the RBMS controlled vocabularies or other thesaurus is strongly recommended.
  • 91. CSR required non-RDA and MARC data 040 $a [MARC library code] $b eng $e rda $e dcrms $c [MARC library code] $d … 245 04 $a The Oxford gazette / $c published by authority. 264 _1 $a Oxon [Oxford] : $b Printed by Leonard Litchfield, and reprinted at London, for the use of some merchants and gentlemen, who desire them, $c [1665]-[1666] 300 $a 23 sheets ; $c 29-31 cm 310 $a Semiweekly 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier 362 0 $a Numb. 1 ([November 18, 1665])-Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 588 $a Description based on: Numb. 1 ([November 18, 1665]); title from caption. 588 $a Latest issue consulted: Numb. 23 (From Monday January 29 to Thursday February 1, 1665 [that is, 1666]) 651 0 $a Great Britain $x History $y Charles II, 1660-1685 $v Newspapers. 655 7 $a Newspapers $2 rbgenr or 655 7 $a Newspapers $2 lcgft 700 1 $a Muddiman, Henry, $d 1628 or 1629-1692, $e editor. 785 00 $t London gazette $w (DLC) 15003600 $w (OCoLC)6672113
  • 92. Applying the RDA CONSER Standard Record to Rare Serials NISO/NASIG Joint Webinar: Not Business as Usual: Special Cases in RDA Serials Cataloging May 20, 2015 Robert L. Maxwell Brigham Young University Robert_Maxwell@byu.edu
  • 93. NISO/NASIG Joint Webinar • May 20, 2015 Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2015/webinars/nasig_rda/ NISO/NASIG Joint Webinar Not Business as Usual: Special cases in RDA serials cataloging
  • 94. Thank you for joining us today. Please take a moment to fill out the brief online survey. We look forward to hearing from you! THANK YOU

Hinweis der Redaktion

  1. Bullet 2: OCLC provides the shared database, distributed to subscribers of the CONSER database: The primary product of the CONSER Program is the CONSER database which: Contains over one million records created, edited, and authenticated by CONSER members Is available electronically for purchase as a MARC Distribution Service file from CDS Is used by subscribers to maintain databases for serials directories, e-resources access and management systems, and subscription services Bullet 3: CONSER Operations Committee composed of CONSER member institutions Bullet 4: Includes: PCC Policy Committee, PCC Standing Committees on Automation, Standards, and Training
  2. These are the prime guidelines for CONSER, I will only be talking about the CSR and CCM. The CEG primarily provides guidance for record input rather than instructions for record content/fullness.
  3. The CONSER Standard Record (CSR) is a combination of RDA “Core,” “PCC Core,” and “PCC Recommended” elements applicable to textual serials in various formats. Specific instructions have been included where appropriate for describing rare serials. (Bob Maxwell is covering rare serials in today’s webinar) Note: “core if” elements for Distribution Statement, Manufacture Statement, and Copyright Date have been eliminated with the April 2015 of RDA Toolkit Instructions in the RDA CSR should be read in conjunction with the LC-PCC Policy Statements (LC-PCC PSs) that are integrated into the RDA Toolkit. When describing online resources, catalogers should also consult the PCC RDA Provider-Neutral guidelines. Modules of the CONSER Cataloging Manual (CCM) should be consulted for specialized formats such as Module 30 for direct access computer file serials, Module 31 for online serials, Module 32 for microform serials, Module 33 for newspapers, Module 34 for legal serials and Module 35 for integrating resources.
  4. The CSR follows RDA 0.6.4 in its approach to the concept of core: “As a minimum, a resource description for a work, expression, manifestation, or item should include all the core elements that are applicable and readily ascertainable.” The “PCC Recommended” elements are not core; their inclusion is encouraged but discretionary. Additional instructions are included that reflect CONSER agreement on recording certain RDA core elements. The standard seeks to ensure inclusion of the essential data elements necessary to meet user needs; it is a solid "floor" description of a resource that can be built upon in a shared environment. The standard also does not preclude the use of any data in a bibliographic description representing more extensive cataloging treatment.
  5. The CSR is a model for serial descriptive records using a single encoding level (Ldr/17=‘blank’) in a shared database environment. Catalogers satisfy CSR requirements when creating and/or modifying bibliographic records, and determine the level of fullness that best suits the resources in their collections and the needs of their users. The CSR establishes a baseline set of elements that emphasize access points over descriptive data. The standard seeks to ensure inclusion of the essential data elements necessary to meet user needs; it is a solid "floor" description of a resource that can be built upon in a shared environment. The standard also does not preclude the use of any data in a bibliographic description representing more extensive cataloging treatment. For serials and integrating resources essential elements include data needed to identify the resource, differentiate from other resources so users may: select a resource that is appropriate to the user’s requirements with respect to the physical characteristics of the carrier and the formatting and encoding of information stored on the carrier select a resource appropriate to the user's requirements with respect to the content characteristics of the work or expression (e.g., form, intended audience, language) obtain a resource (i.e., acquire a resource through purchase, loan, etc., or access a resource electronically through an online connection to a remote computer) understand  the relationship between two or more entities (Elements such as relationship designators help users perform this task.
  6. Point out column headings and markings: • An asterisk (“*”) identifies a general instruction not limited to a particular bibliographic element. • A “T” in parentheses identifies a transcribed element per RDA instruction or per CONSER agreement in that instruction Note that an indication of PCC core and PCC recommended will be added to the next update (per decision at 2015 Operations Meeting)
  7. Instructions from the CSR are integrated into the LC-PCC PSs where in the April 14, 2015 revision RDA for bibliographic description implemented Jan. 1, 2015 Some CSR instructions were integrated into the LC-PCC PSs e.g. 2.17.2 note on source of title required for all serial descriptions
  8. Tell them draft modules are on the CONSER website, completed modules have been incorporated into RDA. CCM modules are the source of guidelines for several textual special format material categories
  9. These modules give instructions for creating descriptions for special types of resources
  10. As an example of how the CCM modules are structured, the next few slides show examples from Module 31 Example from Module 31 online serials CCM provides lots of details and examples on special format topics Point out CCM reflects PCC provider neutral guidelines
  11. Example more detailed and specific than the CSR for special topics
  12. Examples from published serials are included in modules
  13. Many modules contain record examples
  14. Another example of a special formats module, the most recent revised module added to Catalogers Desktop.
  15. Some of the coverage of module 35, concept of mode of issuance, different formats of integrating resources. Also incorporates provider neutral guidelines for online IRs
  16. The IR manual includes useful cheat sheets this is the sheet for print resources
  17. Cheat sheet for online resources
  18. Instructions in RDA for the description of reproductions, facsimiles, reprints and other types of reproductions follow the general guidance of RDA 1.11: Record data relating to the facsimile in the appropriate RDA element, and record data relating to the original manifestation “as an element of a related work or related manifestation as applicable.” The resulting MARC 21 description of a microform reflects the manifestation in elements such as title proper, publication statement, numbering of serials, extent, media, carrier type etc. As implemented by the Library of Congress and other institutions, details of the print manifestation or other original manifestation are provided in the 775 or 776 fields. The decades old US practice of cataloging microform (and some other) reproductions based on the print manifestation (derived from the LCRI of AACR2 11, also known as the “facsimile theory”), was a pragmatic approach which provided users with sufficient descriptive and controlled access from the description of the original to identify a suitable substitute for the original. CONSER Program (29 April 2010). Reconsidering the cataloging treatment of reproductions, http://www.loc.gov/acq/conser/reproductions.pdf. Retrieved 21 August 2013
  19. Definition: For the purposes of this policy, POD reproductions are print reproductions that are not printed until an order is received, are printed using digital techniques, and for which the source is a digital document such as a PDF file. Photocopies are print reproductions that are typically printed using xerographic techniques and for which the source is a physical document. A POD reproduction or photocopy may be made in-house or it may be ordered from a POD or photocopy service provider. Bear in mind that the source of a POD reproduction or photocopy may itself be a reproduction.
  20. Thank you for coming to this session.
  21. Les has already spoken about the CSR and what it represents. As a reminder, here are the URLs for the two PCC standard records. This presentation will be on the application of the CONSER standard record to rare materials.
  22. While it is possible to catalog a rare serial using the CSR alone, the rare provisions of the CSR are more understandable if used in conjunction with DCRMS, available on Cataloger’s Desktop. (Image from http://rbms.info/dcrm/dcrms/).
  23. Here's a sample page from the CSR. Highlighted are rare provisions.
  24. RDA has a lot of transcription guidelines that have proven difficult for rare materials catalogers to accept, at least so far. These include certain bracketing conventions and procedures for correcting misprints, etc. But RDA has an alternative allowing agencies to use in-house guidelines. PCC has chosen to use DCRM as its in-house guideline for transcription for rare materials in records coded for CSR (i.e., $e rda and $e dcrms in 040).
  25. So when cataloging a rare resource using RDA and DCRM, follow the transcription conventions of DCRM, not RDA.
  26. The Oxford Gazette, quickly succeeded by the London Gazette, was a broadsheet first published around 18 November 1665* as an official news sheet for the activities of the government. It was first published in Oxford because the Royal Court had moved there to escape the Great Plague of London. The Gazette moved back to London with the Court, and began publishing as The London Gazette on 5 February 1666. This newspaper is said to be the oldest continuously published newspaper in th United Kingdom—it's still being published today, though not under this title. *The first issue is not dated; the latest date mentioned in the broadsheet is 18 November.
  27. The first core element we encounter in the CONSER standard record is title proper. Nothing too tricky here, except note we do want to take this information from the first issue. This is no different from other serials cataloging.
  28. Following the rare provisions of the CSR, we will depart from normal CONSER practice and formally record the numeric designation of the first issue in 362 with the first indicator set to "0". Transcribe exactly what you see.
  29. Following the rare provisions of the CSR, we will depart from normal CONSER practice and formally record the chronological designation of the first issue in 362 with the first indicator set to "0". Record following RDA practice.
  30. Following the rare provisions of the CSR, we will depart from normal CONSER practice and formally record the numeric designation of the last issue in 362 with the first indicator set to "0". Transcribe exactly what you see.
  31. Following the rare provisions of the CSR, we will depart from normal CONSER practice and formally record the chronological designation of the last issue in 362 with the first indicator set to "0". Record following RDA practice. In England, until 1752, New Year’s Day was March 25, so this January/February date was actually in 1666 according to the current calendar, which begins January 1.
  32. Supplying the modern form of the place name is not an RDA practice, but it is called for in DCRM(S).
  33. DCRM 4A6 FN 14: The roles of publishers, printers, and booksellers were not clearly delimited in the hand-press period. Statements relating to printing frequently appear prominently on early printed materials, reflecting the tendency of printers to function as more than solely manufacturers. As the book trade industry became increasingly specialized over time, however, the role of the publisher gradually assumed greater importance, while the roles of manufacturer and distributor came to be subordinate. QUESTION FOR JANE G.: permitted/normal to transcribe the "reprinted at London" part like this?
  34. Note: use "sheets" for this particular resource. "Volumes" would be more common.
  35. The Oxford Gazette moved to London after the danger of the Great Plague had passed.
  36. There are many types of relationships that can be recorded. The relationship of the serial to a prominent editor is frequently recorded in rare serial records. A note about the editor could be included, but neither RDA nor CSR require it. If there were more than one work with the authorized access point "Oxford gazette" we would need to express the relationship of this record to the work by including the authorized access point in a 130 field. In this case that is not necessary.
  37. Thank you for coming to this session.