Reaching Decisions and Adjusting
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1 UNIMARC 2014: 4 th UNIMARC Users' Group Meeting IZUM (Institute of Information Science) RDA and OCLC Maribor, Slovenia 2014 May 14 Reaching Decisions and Adjusting Jay Weitz Senior Consulting Database Specialist WorldCat Quality Management Division OCLC jay_weitz@oclc.org
2 OCLC WorldShare Metadata Collection Manager: UNIMARC Output OCLC WorldShare Metadata Collection Manager: Automatic delivery of WorldCat records and WorldCat holdings maintenance for your licensed, digital, and physical materials. Continual updating of bibliographic data for all titles enhances discovery of your materials. Ongoing updating of access URLs improves access to e-content. Ideal for streamlining workflows while managing increased user demand for e-content. More information: UNIMARC Output from OCLC WorldShare Metadata Collection Manager: UNIMARC with UTF-8 Unicode encoding. Available since December UNIMARC with ISO 5426 encoding. Available since March 2014.
3 AACR and MARC Anglo-American Cataloging Rules (AACR) Machine-Readable Cataloging (MARC) 1968-
4 Resource Description and Access October 1997: International Conference on the Principles & Future Development of AACR ( Toronto Conference ). May 1998: Functional Requirements for Bibliographic Records: Final Report (FRBR). December 2004: Draft of AACR3, Part I. April 2005: Transition to RDA. November 2008: Full Draft of RDA. June 2010: RDA Toolkit published. October-December 2010: RDA Test. June 13, 2011: United States national libraries announce RDA implementation not before January 1, June 14, 2011: Widespread panic. March 31, 2013: RDA Day One
5 Taming RDA, Transforming MARC JSC CC:DA MARBI/MAC LC Bibliographic Framework Transition Initiative
6 OCLC Involvement in RDA Committee on Cataloging: Description and Access (current) CC:DA Task Force on Consistency Across Part I of AACR2 ( ) CC:DA Task Force on Specific Material Designations ( ) CONSER Standard Record RDA Core Elements Task Group (final report, December 2011) International Conference on the Principles & Future Development of AACR (1997) IFLA Working Group on Functional Requirements and Numbering of Authority Records (FRAD, 2009) Joint ALA-BL Task Force to Reconceptualize Chapter 9 ( ) LC Working Group on the Future of Bibliographic Control ( ) MARC Advisory Committee/MARBI (current) PCC Authority Source Citation Task Group (final report, October 2011) PCC/LC Policy & Standards Division RDA Policy Statements Task Group (final report, April 2012) PCC RDA Access Points for Expressions Task Group (revised final report, January 2013) PCC RDA Essential Elements Task Group (final report, April 2012) PCC RDA Relationship Designator Guidelines Task Group (final report, April 2013) PCC RDA Authorities Task Groups (ongoing) PCC Task Group on AACR2 and RDA Acceptable Heading Categories (final report, August 2011) PCC Task Group on Hybrid Bibliographic Records (final report, September 2011) PCC Task Group on Hybrid Integrating Resource Records (final report, April 2012) RDA Examples Group One ( ) RDA Examples Group Two ( ) 6
7 Making the World Safe for RDA OCLC-MARC Updates Connexion Client and Browser OCLC Policy
8 OCLC-MARC Updates MARC 21 Update OCLC-MARC Update Implementation OCLC Technical Bulletin No. 10 (October 2009) No. 11 (February 2010) May 2010 No. 258 No. 12 (October 2010) August 2011 No. 260 No. 13 (September 2011) No. 14 (April 2012) May 2012 No. 261 No. 15 (September 2012) May 2013 No. 262 No. 16 (April 2013) No. 17 (September 2013) No. 18 (April 2014) Phase One: May 2014 Phase Two: Later 2014 No. 263 (Forthcoming) RDA in MARC: OCLC Technical Bulletins: 8
9 Content, Media, Carrier Content Type The form of communication through which a work is expressed Media Type The general type of intermediation device required to view, play, run, etc., the content of a resource Carrier Type 336 text ǂ2 rdacontent 337 unmediated ǂ2 rdamedia 338 volume ǂ2 rdacarrier The format of the storage medium and housing of a carrier in combination with the media type (which indicates the intermediation device required to view, play, run, etc., the content of a resource).
10 MARC Bibliographic and Authority Authority Bibliographic Additional Dewey Decimal Classification Number Synthesized Classification Number Components Production, Publication, Distribution, Manufacture, and Copyright Notice Sound Characteristics Projection Characteristics of Moving Image Video Characteristics Digital File Characteristics Associated Language Form of Work Other Distinguishing Characteristics of Work or Expression Medium of Performance Numeric Designation of Musical Work Key Machine-Generated Metadata Provenance 046 Special Coded Dates Content Type Other Attributes of Person or Corporate Body Associated Place Address Field of Activity Associated Group Occupation Gender Family Information Associated Language Fuller Form of Personal Name Form of work Other Distinguishing Characteristics of Work or Expression Medium of Performance Numeric Designation of Musical Work 384 Key
11 Bibliographic 264 Field Bibliographic 264: Production, Publication, Distribution, Manufacture, and Copyright Notice. PCC Guidelines for the 264 Field : ments/264-guidelines.doc. Use the 264 for all new original or newly authenticated RDA records.
12 New WorldCat Indexes Access Restrictions (rs: and rs=) Date Created as MARC (dm:) Description Conventions (dx:) Dewey Additional index (d3:) Dewey Component index (d5:) Dewey Full index (d4:) Dewey General index (d6:) Entity Attributes (en:) Generation Agency index (ga=) Generation Process index (gp: and gp=) ISSN Link (ik: and ik=) Bibliographic Indexes Language of Cataloging Description (ll:) National Bibliography Number (nn:) Other Class Number (ot: and ot=) Physical Description (p3:) Provenance (pv:) Thesis/Dissertation Date index (dy:) Thesis/Dissertation Degree index (db:) Thesis/Dissertation Institution index (di:) Authority Indexes Cartographic Data (cm:) Entity Attributes (en:) Generation Agency index (ga=) Generation Process index (gp: and gp=) ISSN Link (ik:) Relationship (rx:)
13 Entity Attributes Indexes Entity Attributes (Bibliographic) 046 k l 340 a b c d e f h i j k m n o 344 a b c d e f g h 345 a b 346 a b 347 a b c e 377 a l 380 a 381 a 382 a b d p v 383 a b c d e 384 a Entity Attributes (Authorities) 046 f g k l s t 368 a b c d s t 370 a b c e f g s t 371 a b c d e m s t z 372 a s t 373 a s t 374 a s t 375 ast 376 a b c s t 377 a l 378 q 380 a 381 a 382 a b d p v 383 a b c d e 384 a
14 New Elements, Existing Indexes Publisher Location (pl:) 257 a 260 a e 261 f 262 a 264 a 533 b 752 a b c d Publisher (pb: or pb=) 260 b f 261 a b e 262 b 264 b 533 c
15 Material Type Index Audio carriers RDA Carrier Term: 338 a MARC Code for RDA Term: 338 b OCLC Material Type Index (mt: and mt=) audio cartridge sg rec audio cylinder se wxc audio disc sd rec sound track reel si rec audio roll sq rll audiocassette ss cas audiotape reel st rtr other audio carrier sz rec 15
16 Connexion Client and Browser Connexion client: Version 2.50 released November Full list of recent enhancements: n.html. Version 2.51 released April 16, 2014, correcting an export problem related to eleven MARC-8 characters. Connexion browser: Updated May Full list of recent enhancements: t.en.html.
17 Connexion Client and Browser RDA Workforms Set a preference in the Connexion client (version 2.40) and browser. RDA Toolkit IP Authentication GLIMIR Global Library Manifestation IdentifieR. Future option.
18 WorldCat Matching and Validation Ongoing record matching changes for RDA elements. Additional validation rules to help ensure correct coding.
19 Policy Review and Coordination OCLC RDA Policy Statement In effect since RDA Day One, March 31, Catalogers WILL NOT be required to use RDA at any time in the foreseeable future.
20 RDA Discussion Paper Incorporating RDA Practices into WorldCat: A Discussion Paper Widely circulated for comments, February 15 through April 15, OCLC staff reviewed all users' suggestions and comments. Tried to determine which policies would work best both for the cataloging community and for library users. Attempted to balance the dual roles of WorldCat as a catalog and as a repository of bibliographic data. Deeply informed by the work of the Program for Cooperative Cataloging. Overwhelmingly positive and thoughtful comments were received. 20
21 OCLC RDA Policy Statement: GMDs General Material Designations (GMDs): Remain in non-rda records until March 31, Removed from records recataloged and recoded to RDA. Not included in any RDA record. $h [GMD]
22 OCLC RDA Policy Statement: Master Records Original Cataloging: New records may follow any recognized cataloging code, including RDA or AACR2. Copy Cataloging: Libraries may use existing records as they are or locally edit them as needed. Catalogers are not required to upgrade master records to change them from non-rda codes to RDA. RDA master records should not be changed to conform to an earlier cataloging code. 22
23 OCLC RDA Policy Statement: Existing Records English Language of Cataloging Bibliographic Records (040 subfield $b eng): Adding Content/Media/Carrier Type (336/337/338 fields). Spelling out abbreviations in non-transcribed fields (255, 300, 500, 504, etc.): p. pages. ill. illustrations. Changing Latin abbreviations to RDA spelled out English equivalents (245, 260, etc.): [s.l.] [place of publication not identified]. [s.n.] [publisher not identified]. ca. approximately. Sine nomine Converting dissertation notes in 502 field to multiple subfields. Updating headings (Authorized Access Points) in accordance with RDA.
24 OCLC RDA Policy Statement: Hybrids PCC Task Group on Hybrid Bibliographic Records: %20Task%20groups%20and%20cha rges/hybrid-report-sept-2011.pdf PCC Post-Implementation Hybrid Bibliographic Records Guidelines Task Group : %20Task%20groups%20and%20cha rges/pcc-hybrid-bib-rec- Guidelines-TG-Report.docx
25 OCLC RDA Policy Statement: Hybrids Bibliographic Record Thoroughly Recataloged to RDA: Change: Add: Desc (Leader/18): c or i, as appropriate. 040 $e rda Bibliographic Record Contains Fields Updated to RDA Practices: Do Not Change: Desc (Leader/18). Do Not Add or Change: 040 $e
26 Reaching Decisions and Adjusting: RDA and OCLC Thanks for your kind attention. or 26
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