2: Getting started

• Is this a serial? – Mode of issuance

• Which issue should I use?– Basis for identification of the resource

• What sources within this issue?– Preferred sources of information

1

OCLC guidelines

• OCLC policy statement on RDA cataloging in WorldCat:http://www.oclc.org/en-US/rda/new-policy.html (3/31/13- )

• AACR2 records may be converted to RDA

• Never convert an RDA record to an AACR2 record

• Okay to add some RDA elements to AACR2 records

2

PCC guidelines• Enhancing & Editing RDA Serial Records

http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Serial-RDA.doc

• PCC Guidelines for Enhancing & Editing non-RDA Serial Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid-Guidelines-Serials-Post-Impl.docx

• Enhancing & Editing RDA Integrating Resource Records http://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/IR-RDA.doc

• Guidelines for creating a hybrid record from a pre-RDA record for Integrating Resourceshttp://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Hybrid-Guidelines-IRs-Post-Impl.docx 3

Is it a serial?

• RDA 2.13 (also: LC/PCC PS for RDA 0.0)

• Same definition as in AACR2– Successive parts– Usually bears numbering– No predetermined conclusion

• Do not assume “once a serial always a serial”

4

Serial in print format

International Directory of

Primatology

1st ed

Wisconsin Primate Research CenterMadison, Wis.

5

Database in online format

Primate info netWisconsin Regional Primate Research Center

International Directory of Primatology

About IDP

Search IDP

Create or revise an entry

Table of ContentsOrganizations

Field studies

Part of…6

777

Basis for identification of the resource

• If issues or parts are sequentially numbered, use the lowest numbered issue or part available

• If issues are unnumbered or not sequentially numbered, use the issue or part with the earliest date of issue

• CONSER will continue to use the phrase “Description based on”

888

Preferred source: one or more pages, leaves, etc.; or images (2.2.2.2)

• Title page• If there is none, use the first of the following

(or images of them) that bears a title:– Cover– Caption– Masthead– Colophon

• If none of these have a title, use another source within the resource, giving preference to sources where information is formally presented

Preferred source – other resources(2.2.2.4)

• Permanently affixed label (e.g., label on a CD)

or:• “Embedded metadata in textual form that

contains a title” (e.g., metadata embedded in an MP3 audio file)

• Failing these: Prefer sources that formally present the data

9

Source of Description (2.20.2.3)

Always provide: – 588 description based on note

– Source of title with 588 combined with description based on note

– 588 Latest issue consulted note

10

Source of Description (2.20.2.3)

588 ## $a Description based on: Volume 1, Number 4 (April 2008); title from masthead.

588 ## $a Latest issue consulted: Volume 2, Number 3 (March 2009).

***588 ## $a Description based on: June 2012; title from

PDF title page (publisher’s Web site, viewed September 12, 2012).

588 ## $a Description based on: Volume 10, Number 11, published 2013.

11

Retrospective cataloging (2.2.2)

“Serial Retrospective Exception” LC-PCC PS 2.2.2

– Use stable title, even if from a less-preferred source

–Consider that a serial lacks title page if the title page is added to or dropped from issues

12

Summary

• RDA decision-making process same as AACR2:– Determine that the resource is a serial– Use first or earliest available issue– Prefer sources of information as instructed

• Provide information about your cataloging:– Issue used– Source of title– Latest issue consulted– Provider and date viewed (for online serials)

13