About the Webinar
Resource Description and Access (RDA) is a standard for descriptive cataloging, replacing AACR2, that provides instructions and guidelines on formulating bibliographic data in a linked data environment. Cataloging of special materials, such as reproductions, microforms, rare materials, etc. has always had unique requirements, which is also true when using RDA. Catalogers dealing with these special materials are experimenting with using RDA to meet the needs of their users and staff to effectively describe these resources.
Presenters during this joint NISO/NASIG Webinar will explore the topic of specialized RDA cataloging, the different formats requiring an extra level of data for cataloging, and share experiences with converting specialized collections into RDA.
Agenda
Introductions
Todd Carpenter, Executive Director, NISO
Melissa Johnson, MLIS, Electronic Resources and Serials Librarian, Reese Library, Georgia Regents University; Chair of the Continuing Education Committee, NASIG
Filling in the Blanks: RDA for Moving Images and Music
Mary Huismann, Music/Media Original Cataloger, University of Minnesota
CONSER Implementation of RDA
Les Hawkins, CONSER Coordinator, Library of Congress
Applying the RDA CONSER Standard Record to Rare Serials
Robert L. Maxwell, Senior Librarian, Harold B. Lee Library, Brigham Young University
Ecosystem Interactions Class Discussion Presentation in Blue Green Lined Styl...
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/
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)
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
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
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
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
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
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
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
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
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.
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.
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.
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.
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)
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
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
These modules give instructions for creating descriptions for special types of resources
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
Example more detailed and specific than the CSR for special topics
Examples from published serials are included in modules
Many modules contain record examples
Another example of a special formats module, the most recent revised module added to Catalogers Desktop.
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
The IR manual includes useful cheat sheets this is the sheet for print resources
Cheat sheet for online resources
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
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.
Thank you for coming to this session.
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.
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/).
Here's a sample page from the CSR. Highlighted are rare provisions.
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).
So when cataloging a rare resource using RDA and DCRM, follow the transcription conventions of DCRM, not RDA.
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.
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.
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.
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.
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.
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.
Supplying the modern form of the place name is not an RDA practice, but it is called for in DCRM(S).
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?
Note: use "sheets" for this particular resource. "Volumes" would be more common.
The Oxford Gazette moved to London after the danger of the Great Plague had passed.
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.