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PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Page 1: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

PCC RDA CONSER Standard Record (CSR)

in RDA instruction number orderPart 3 of 3

Presented by UC BerkeleySpring 2014

Page 2: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Learning Objectives

• Apply the CSR (PCC Core) and UC Berkeley Policy Statements to describe textual serials and integrating resources (non-rare) in several formats: print, online, tangible electronic, microform

• Distinguish substantive differences between AACR2 rules/AACR2 version of CCM & CSR and RDA instructions (plus local guidelines) for PCC Core elements

• Exercise appropriate judgment when reviewing and editing existing copy for the local catalog

@ UCB

Page 3: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Training Overview

• Day 1: CONSER/PCC Core elements in RDA Chapters 1-2

• Day 2: CONSER/PCC Core elements in RDA Chapters 3-end

• Day 3 (today): making changes/working with copy

@ UCB

Page 4: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Acronym review

CSR =LC-PCC PS =

UCB PS =IR =

P/N =CCM =

CONSER Standard RecordLibrary of Congress–Program for Coop. Cat. Policy Statement (RDA equiv. of LCRI)UC Berkeley Policy Statement (local policy)integrating resourceprovider-neutralCONSER Cataloging Manual

@ UCB

Page 5: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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More acronym review

AAP =

WEMI =

PFC =

Authorized Access Point (RDA equiv. of “heading”)Work, Expression, Manifestation, Item (FRBR Group 1 entities)Person, Family, Corporate body (FRBR Group 2 entities)

@ UCB

Page 6: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Making Changes to Copy

• Some changes require a new description; listed at RDA 1.6

• Other changes are recorded by modifying the existing record

• See RDA subchapter “Recording Changes in [element name]” or “Changes in [element name]”

• If there are no changes, you can accept the record as-is (regardless of cataloging standard)

@ UCB

Page 7: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Title Proper

• Before:245 00 $a Research in industrial organisation

• After:245 00 $ Research in industrial organisation246 1_ $i Issues for <2013-> have title: $a Research in industrial organization

• No difference between AACR2 and RDA

@ UCB

Page 8: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Numbering for Ceased Title

• Before, AACR2 pre-CSR (formatted 362):362 0_ $a Vol. 1, no. 1 (Mar. 1982)-

• After:362 0_ $a Vol. 1, no. 1 (Mar. 1982)-362 1_ $a Ceased with: Volume 32, number 4 (December 2013).

@ UCB

Page 9: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Numbering for Ceased Title

• Before, AACR2/CSR or RDA (unformatted 362):362 1_ $a Began with: Band 15 (2004).

• After:362 1_ $a Began with: Band 15 (2004); ceased with: Band 22 (2011).

@ UCB

Page 10: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes toDate of Publication for Ceased Title

• Before, AACR2:260 __ … $c c1970-

• After, AACR2:260 __ … $c c1970-c2012.

• Before, RDA:264 _1 … $c [2001]-

• After, RDA:264 _1 … $c [2001-2009]

@ UCB

Page 11: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Series Statement

• Before:490 X_ $a Progress in modern science

• After:490 X_ $3 <-2008>: $a Progress in modern science490 X_ $3 <2013-> : $a 21st century academic advances

• No difference between AACR2 and RDA

@ UCB

Page 12: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Frequency

• Before:310 __ $a Quarterly

• After:310 __ $a Semiannual, $b 2013-321 __ $a Quarterly, $b -2012

• If OCLC Fixed Fields Freq and Regl are coded, update them; if not coded, OK to leave as is

• No difference between AACR2 and RDA

@ UCB

Page 13: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Carrier Type

• Example: change from DVD-ROM to USB drive• Before:

338 __ $a computer disc $b cd …

• After:338 __ $3 2009-2012 $a computer disc $b cd …338 __ $3 2013- $a other $b cz …

• May also need to update Extent…

@ UCB

Page 14: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Extent – Carrier Type

• Example: change from DVD-ROM to USB drive• Before:

300 __ $a DVD-ROMs …

• After:300 __ $3 2009-2012: $a DVD-ROMs …300 __ $3 2013- : $a USB flash drives …

• Note also required for this scenario (RDA 3.21.4)500 __ $a Issues for 2009-2012 on DVD-ROM; issues for 2013- on USB flash drive.

@ UCB

Page 15: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Extent – Carrier characteristics

• Example: change from CD-ROM to DVD-ROM• Before:

300 __ $a CD-ROMs …

• After:300 __ $a computer discs …

• The note required for this scenario:500 __ $a Issues for 1998-2009 on CD-ROM; issues for 2010- on DVD-ROM.

@ UCB

Page 16: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Extent – Ceased Title

• Before, AACR2 pre-CSR:300 __ $a v. …

• Before, AACR2/CSR or RDA:no 300 field

• After:300 __ $a 17 volumes … – if knownor300 __ $a volumes … – if not known

@ UCB

Page 17: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Dimensions

• Example: print resource• Before, AACR2 pre-CSR:

300 __ … $c 24 cm.

• After, AACR2 pre-CSR:300 __ … $c 24-29 cm.

• Before, AACR2/CSR or RDA:no 300$c

• After, AACR2/CSR or RDA:no 300$c

• After, AACR2/CSR or RDA, becomes folio:300 __ … $c 28-35 cm

@ UCB

Page 18: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to LIC

• Before, AACR2 pre-CSR:5XX __ $a Latest issue consulted: No. 32 (Aug. 2004).

• Before, AACR2/CSR or RDA:588 __ $a Latest issue consulted: Number 32 (August 2004).

• After:588 __ $a Latest issue consulted: Number 78 (January 2014).

@ UCB

Page 19: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Core WEMI

• 785 00 $t Sistema de cuentas nacionales de México. Cuentas económicas y ecológicas de México ... $x 1405-9096 $w (DLC) 2013254003 $w (OCoLC)841298557

• 780 05 $t NARPPS journal $g 1998 $w (OCoLC)28605185

• No change from AACR2

@ UCB

Page 20: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes in Title elementsother than Title Proper

• Do not record changes unless necessary for identification or access

• If recording, prefer MARC 246 when appropriate245 00 $a Archiv für Psychologie246 1_ $i Issues for 1978-1990 also have title in English: $a Archives of psychology(title began in 1970)

@ UCB

Page 21: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Statement of Responsibility

• Do not record changes unless necessary for identification or access

• If recording, always do so in a note (MARC 5XX)550 __ $a Issued by: Department of Health and Welfare, Bureau of Vital Statistics, 1964-1977; by: Department of Health and Human Services, Bureau of Vital Records, 1978-

@ UCB

Page 22: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Edition Statement

• New description (i.e. new bib record) required when change in edition statement indicates significant change in scope or coverage

• If a new description is not required:– Do not record changes unless necessary for

identification or access– If recording, always do so in a note (MARC 500)

250 __ $a International ed. in English500 __ $a Edition statement varies: International edition, 1998-

@ UCB

Page 23: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes to Numberingother than for ceased title

• Do not record changes unless necessary for identification or access

• If recording, may do so in either 362 or 515362 1_ $a Began with: Number 1 (April 2012).515 __ $a Issues for <June 2013-> lack numbering.

@ UCB

Page 24: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Publication Statement

• Do not record changes unless necessary for identification or access

• If recording, always:– Follow PCC 260/264 repeatability guidelines– For added statement(s):• Record in MARC 264• Apply RDA instructions regarding transcription

and sources of information– Update OCLC Fixed Field “Ctry”, if applicable

@ UCB

Page 25: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Publication Statement

• Before, AACR2:260 __ $a Baltimore, MD : $b Johns Hopkins University Press, $c c1982-

• After:260 __ $3 1982-2007: $a Baltimore, MD : $b Johns Hopkins University Press, $c c1982-264 31 $3 2008- : $a Hoboken, New Jersey : $b Wiley-Blackwell

@ UCB

Page 26: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Publication Statement

• Before, RDA:264 _1 $a Reston, VA : $b American Institute of Aeronautics and Astronautics, $c [2009]-

• After:264 _1 $3 2008-2010: $a Reston, VA : $b American Institute of Aeronautics and Astronautics, $c [2009]-264 31 $3 2011- : $a The Hague, The Netherlands : $b Eleven International Publishing

@ UCB

Page 27: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes to Date of Publication other than for Ceased Title

• When would you do this? When “backing up” the description to the first issue– i.e. when DBO in existing record is not the first issue

• Don’t bother if Date of Publication and DBO would be the only changes

• Before, AACR2: no 260$c• After, AACR2: 260 __ … $c 2000-• Before, RDA: no 264$c• After, RDA: 264 _1 … $c 2010-

@ UCB

Page 28: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Language of the Content

• Do not record changes unless necessary for identification or access

• If recording, change/add MARC 041 and 546 as appropriate• Before:

041 0_ $a ger $b fre $b ger546 __ $a Articles in German, abstracts in French and German.

• After:041 0_ $a ger $b eng $b fre $b ger546 __ $a Articles in German, abstracts in French and German; issues for 2013- also have abstracts in English.

• No difference between AACR2 and RDA

@ UCB

Page 29: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes to Creatoror Other PFC Associated with a Work

• New description (i.e. new bib record) required when change in Creator or Other PFC changes the AAP for the work– i.e., when name is in MARC 100-130

• If a new description is not required:– Do not record changes unless necessary for

identification or access– If recording, use $3 in MARC 7XX– Update existing note, or add one if necessary

@ UCB

Page 30: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes to Creatoror Other PFC Associated with a Work

• Before:550 __ $a Issued by: U.S. Special Operations Command.710 2_ $a U.S. Special Operations Command.

• After:550 __ $a Issued by: U.S. Special Operations Command, spring 2001-winter 2011; by: Special Operations Medical Association, spring 2011-710 2_ $3 spring 2001-winter 2011: $a U.S. Special Operations Command, $e issuing body.710 2_ $3 spring 2011- : $a Special Operations Medical Association, $e issuing body.

@ UCB

Page 31: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials:Changes to Contributor

• Do not record changes unless necessary for identification or access

• If recording, use $3 in MARC 7XX• Update existing note, or add one if necessary

@ UCB

Page 32: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Serials: Changes to Note on … Basis for Identification of the Resource

• Includes DBO and LIC• Do not update/add unless making other

changes to the record• If updating/adding, always use RDA form of

issue designation as is/would be used in 362588 __ $a Description based on: Tome I (printemps 2005).588 __ $a Latest issue consulted: Año 3, no. 17 (julio/septiembre 2012).

@ UCB

Page 33: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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IRs: Changes

• Nearly all changes are required to record• Change the value of the element to the

current value• Recording/noting the earlier value of the

element is sometimes required, sometimes not

@ UCB

Page 34: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

Exerciseson making changes to copy

34@ UCB

Page 35: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

Exercise on making changes to copyExample C

• Publication statement, before:264 _1 $a Harrisonburg, VA : $b Department of English, James Madison University, $c 1991-

• Publication statements, after:264 _1 $3 1991- : $a Harrisonburg, VA : $b Department of English, James Madison University, $c 1991-264 31 $3 <April 2012-> : $a St. Louis, MO : $b Sponsored by: Department of English, Saint Louis University

• Also update OCLC Fixed Field “Ctry”35@ UCB

Page 36: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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The OCLC Master Record

• Make changes to OCLC whenever possible!• CONSER-authenticated record (has MARC 042)–Until we’re CONSER-authorized, must

submit changes with proof• Scans of title pages, etc.

–Ask yourself how important the changes are relative to the effort

@ UCB

Page 37: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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The OCLC Master Record cont’d

• Non-authenticated record (no MARC 042): update with all required changes and any optional changes deemed necessary–RDA copy• Follow RDA instructions for changes• NEVER re-describe to earlier standard

@ UCB

Page 38: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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The OCLC Master Record cont’d

• Non-authenticated record (no MARC 042)–Pre-RDA copy (e.g. AACR2)• Re-describe to RDA? Generally don’t,

but consider:–How extensive/significant are the needed

changes–Which issue(s) are in hand–Workload

• If not re-describing…

@ UCB

Page 39: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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The OCLC Master Record cont’d

• Non-authenticated record (no MARC 042)–Pre-RDA copy (e.g. AACR2)• If not re-describing to RDA:–Make changes following existing standard in

most cases– If making changes following RDA, observe

PCC hybrid record guidelines– In any case, be sure DBO and LIC are correct

@ UCB

Page 40: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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The Record in OskiCat

If you have…• No record• “Uncataloged” record• c-level record

Then…

→ export record from OCLCoverlay if necessary

@ UCB

• What if there is a full record already?

Page 41: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Full Record Already in OskiCat

• SCP record–What does this mean?– How to identify SCP records?

• 956 20100716|bSCP Serials 20100503• 856 91 |3v.1(1999)-|zWiley Online Library.

Restricted to UC campuses|uhttp://uclibs.org/PID/4757|941

–What to do:• Make sure changes are in OCLC master record• Notify campus SCP liaison

@ UCB

Page 42: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Full Record Already in OskiCat cont’d

• Not an SCP record–Make sure changes are in OCLC master

record– Export record from OCLC (overlay)

@ UCB

Page 43: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Questions?

@ UCB

Page 44: PCC RDA CONSER Standard Record (CSR) in RDA instruction number order Part 3 of 3 Presented by UC Berkeley Spring 2014

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Congratulations!• You have completed training on the CONSER

Standard Record in RDA instruction number order

• Coming next: record review

@ UCB