Lectures presented during the two-day PAARL-sponsored Public Consultation and Training Workshop on RDA Policy and Action Plan for Philippine Libraries held at
Phela Grande Hotel, Magsaysay Avenue cor. Atis St., General Santos City on 28-29 August 2014
1. 9/9/2014
1
RDA POLICY STATEMENTS
AND GUIDELINES FOR
PHILIPPINE LIBRARIES
(DRAFT)
Recording Attributes of
Manifestations and Items
2. 9/9/2014
2
Maxwell’s interpretation of RDA
National Policy/Guidelines on the
Use of RDA
Title Proper Title Proper
!If more than one title proper appears
in the resource, record the one found
in the preferred source of information.
!Transcribe the title proper just at it
appears on the preferred source of
information.
!An alternative title is included in the
same subfield $a as the first title.
!Record title proper as it appears on
the resource being catalogued
!Record all other titles : subtitles,
parallel titles, key titles, collective
titles, etc. following the provisions of
RDA Tool Kit. Use cataloger’s
judgment for doubtful situations.
!Abridge long titles only if it can be
shortened without losing essential
information. Use the mark of omission
(…) to indicate any omission. Never
omit any of the first five words of the
title.
!For non-print resources, [general
material designation] shall no longer
be used. Instead, additional tags for
content type, media type and carrier
type shall be recorded. Please see
II.A.9-11.
5. 9/9/2014
5
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Language, Script & Diacritical
Marks (RDA 8.4)
!Record transliterated form for non-
Roman scripted languages together
with the form found in the original
document (if possible)
!Apply cataloger’s judgment in the
use of diacritical marks for works
written in languages other than
English.
!Record elements in American
English and in transliterated form for
non-Roman scripted languages
!All other languages/scripts must be
fully romanized following the ALA-LC
Romanization Tables: Transliteration
Schemes for Non-Roman Scripts
http://www.loc.gov/catdir/cpso/roman.h
tml
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Language, Script & Diacritical
Marks (RDA 8.4)
!Record transliterated form for non-
Roman scripted languages together
with the form found in the original
document (if possible)
!Apply cataloger’s judgment in the
use of diacritical marks for works
written in languages other than
English.
7. 9/9/2014
7
Maxwell’s interpretation National Policy/Guidelines on the
Use of RDA
Capitalization Capitalization
!Capitalize the first word of a title
proper, alternative title, parallel title, or
quoted title (a title embedded within
other text); other words in English
language titles are in lower case.
!Proper names are capitalized
according to normal English practice
(see RDA A.2).
!Capitalize the first word in a title.
!Capitalize other words within titles if
these are proper names or if
applicable to the language involved.
Refer to RDA’s Appendix A:
Capitalization
!The rule on “Transcribe as you see”
or “What you see, is what you get”
shall be followed with discretion. The
cataloger’s judgment will prevail.
8. 9/9/2014
8
will be transcribe as…
Maxwell’s interpretation of RDA
National Policy/Guidelines on the
Use of RDA
Statement of Responsibility Statement of Responsibility
!Transcribed exactly as it appears in
the source of information.
!Do not add words such as “by” or
“and” unless these appears in the
source. But if these words appears,
transcribe them as you see them. That
is “and” must be “and”; the ampersand
“&” will be transcribed as “&”.
!Do not abbreviate any word in a
statement of responsibility unless it is
abbreviated in the source.
!Transcribe a statement of
responsibility in the form in which it
appears on the document being
cataloged.
!If the statement of responsibility
names more than 3 persons, families
or corporate bodies, omit all but the
first of each group. Indicate the
omission e.g. Juan Ocampo [and
three others]. It is also an option to
give all the names of the co-creators, if
the Library decides to adopt this. (RDA
2.4.1.5)
9. 9/9/2014
9
Maxwell… National Policy…
Provide added entries in Tag 7XX for
all Filipino joint authors, editors,
collaborators, contributors, etc.
Statement of responsibility:
10. 9/9/2014
10
will be transcribe as…
More than 1 statement of responsibility:
11. 9/9/2014
11
will be transcribe as…
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Edition Statement Edition Statement
!Edition statement is to be
transcribed exactly as to wording and
spelling, but not necessarily as to
capitalization and spelling.
!Transcribe edition statement as it
appears on the resource being
cataloged, e.g. 2nd edition, 3rd edition,
or 4th ed., 6th ed., etc.
14. 9/9/2014
14
Maxwell’s interpretation of RDA
National Policy/Guidelines on the
Use of RDA
Place of publication & Production Place of publication & Production
!Transcribe the places of publication
and publisher’s names exactly as they
appear on the source of information.
!If more than one place of publication
appears in the resource only one is
required.
! Transcribe place of publication or
production in the form in which it
appears on the resource being
cataloged.
! If more than one place is given,
record the first named place of
publication.
! Record all other places mentioned if
they are located in the Philippines,
even if they are not named first.
Maxwell… National Policy…
!Transcribe the publisher’s name
exactly as it appears, without
shortening or abbreviating.
!If the place name appears in larger
jurisdiction, the larger jurisdiction may
be added in brackets.
!If place of publication is not found in
the resource, supply the information in
square bracket.
!If it is not possible to supply a place
of publication, record “Place of
publication not identified”.
!Add the name of the larger
jurisdiction (state, province, etc.,
and/or country) as part of the local
place name if it is considered
important for identification or access.
!If place of publication or production
is not identified, consult reference
sources and indicate that the
information was taken from a source
outside the resource itself.
!If place of publication cannot be
identified, use probable place of
publication followed by a question
mark (e.g. [Manila?], [Quezon City?]
18. 9/9/2014
18
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Publisher Publisher
!If more than one publisher’s name
appears in the resource only one is
required.
!Transcribe the publisher’s name
exactly as it appears on the resource,
without shortening or abbreviating.
!If there are more than one publisher,
record publisher’s name in the order
found in the resource.
!Transcribe publisher’s name in the
form in which it appears on the resource
being cataloged.
!If there are more than one publisher,
record the first named publisher;
disregard all the others. Add other
publishers if they are located in the
Philippines.
!Record distributor’s or manufacturer’s
name if publisher’s name is not identified
!Record probable place of publication
with a question mark at the end. Use
“Publisher not identified” only in extreme
cases, where such information is not
readily available
More than 1 publisher:
19. 9/9/2014
19
will be transcribe as…
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Date of Publication Date of Publication
!Record the numerals in the form
preferred by the agency creating the
data.
Example of supplied date of publication:
Actual year known……... [2003]
Either one of two consecutive
years..[1971 or 1972]
Probable year…………….[1969?]
Probable range of year….[between
1970 and 1979?]
Earlier possible date known..[not
before August 21, 1492]
Latest possible date known..[not after
1850]
Earlier/ latest possible date
known….[between August 12, 1899 and
March 2, 1900]
!Record date of publication in Arabic
numerals.
!If the date of publication is not given,
supply the date or approximate date of
publication enclosed in square brackets,
e.g. [2008]
!If probable date is known, record the
year followed by a question mark, e.g.
[2010?]
!For supplied dates of publication,
indicate in a note that the information
was taken from an outside source.
!Use “Date of publication cannot be
identified” only in extreme cases, where
such information is not readily available
21. 9/9/2014
21
will be transcribe as…
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Extent Extent
!RDA offers three ways of recording
the extent of the element when
describing a collection:
-give the number of items,
containers, or volumes.
-the amount of storage space
-follow the guidelines for extent
and record the number of units and a
terms describing the type of unit.
!For a resource consisting of a single
volume, record the extent in terms of
number of pages, leaves, etc., with
pages, leaves, etc. written in full, e.g.
417 pages or 92 leaves.
!Data for multi-volume resources
shall be recorded in terms of number
of volumes, cards, sheets, etc. with
volume, cards, sheets etc. written in
full, e.g. 24 volumes or 52 sheets.
22. 9/9/2014
22
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Illustrations Illustrations
!If the resource contains content in
colors other than black and white, or
grey, record the information.
!If the resource contains illustrative
content, use the words “illustrations” or
“illustration”.
!If the resource carries illustrative
content, record illustration or
illustrations (RDA 7.15)
!If the illustration is in color, record
the presence of color, using an
appropriate term (no abbreviations).
(RDA 7.17)
!Record type of illustrative content in
place of or in addition to the term
illustration or illustrations if important
for identification.
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Dimension Dimension
!Record dimensions in centimeter,
rounded up to the next centimeter.
!For print resources, such as books
or monographs, record dimensions in
centimeters. A fraction of a centimeter
is counted as one centimeter, e.g. 37
cm.
23. 9/9/2014
23
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Series Series
!Transcribed exactly as it appears as
to wording and spelling but not
necessarily as to capitalization and
punctuation.
!If a resource belongs to more than
one series, each is recorded in a
separate 490 field.
!If the resource is issued in a series,
record the series title as it appears on
the source being cataloged.
!Record the ISSN of the series if it
appears within the resource.
!Transcribe the numbering of the
resource within the series, as it
appears on the resource itself.
Series statement:
24. 9/9/2014
24
will be transcribe as…
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Content type Content type
!Record the type of content
contained in the resource using one or
more of the terms listed in Tables at
this URI
http://www.loc.gov/standards/valuelist/
rdacontent.html (e.g. text, still image,
etc.). Record as many terms as are
applicable to the resource being
described.
!If the resource being described
consists of more than one content
type, record only the content type that
applies to a substantial or predominant
part of the resource.
25. 9/9/2014
25
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Media type Media type
!Record all the media type applicable
to the resource.
!Record media type using one or
more of the terms listed in Tables at
this URI
http://www.loc.gov/standards/valuelist/
rdamedia.ht ml (e.g. audio, computer,
video player, unmediated, etc.)
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Carrier type Carrier type
!Record the all the carrier types
applicable to the resource.(Refer to
the list found with RDA 3.3.1.3)
!Record the type of carrier used to
convey the content of the resource
being cataloged using one or more
terms listed in Tables at this URI
http://www.loc.gov/standards/valuelist/
rdacarrier. html (e.g.: card, flipchart,
object, roll, sheet, volume, etc.
27. 9/9/2014
27
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Identifier for the manifestation Identifier for the manifestation
!Defined as a character string
associated with a manifestation that
serves to differentiate that
manifestation from other
manifestations.
!Identifiers are to be recorded in
accordance with their display format.
!If a resource has more than one
identifier of the same type, record in
parentheses a word that differentiates
between the identifiers.
!Record ISBN for monographs
!Record ISSN for serials
!Record both ISBN and ISSN, if
applicable
!Record both the identifier for the
resource as a whole and the identifiers
for individual parts (RDA 2.15.1.5)
!When there are more than 3
identifiers for the manifestation record
all identifiers
Identifier for manifestation:
28. 9/9/2014
28
will be transcribe as…
Maxwell’s interpretation of RDA National Policy/Guidelines on the
Use of RDA
Providing Acquisition and Access
Information
Providing Acquisition and Access
Information
!Restrictions on access note is
described on the 506 field.
!Restrictions on use elements are
recorded in the 540 field
!URL is recorded in the 856 field, it
allows the users to go directly to the
resource by clicking on the link in the
database record. It serves as a locator
for many types of electronic resources,
including “in-house” resources that
may reside on the library’s local
network.
!State clearly the restrictions on use,
especially for electronic resources
(Tag 540)
!Record the URI by copying from the
web site of the resource and pasting it
on the bibliographic record (Tag 856)
35. 9/9/2014
35
References:
Maxwell, Robert. 2014. Maxwell’s handbook for RDA:
resource description and access: explaining and
illustrating RDA: resource and description
access using MARC 21
RDA Policy Statements and Guidelines for Philippine
Libraries (Draft March 2014)
Lim, Annelyn. (March 27-28, 2014). RDA National
Training for NCR. PAARL-NCCA-NCLIS RDA
National Training for NCR.
!!!!!!!!!!!!!!!!THANK YOU!!!!!!!!!!!!
Susan O. Pador
Lecturer, UST Graduate School
August 28-29, 2014
Email: susanpador@gmail.com