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EDITING MARC RECORDS CHEAT SHEET (SLC RDA PRACTICES)

J. McRee (Mac) Elrod

1 June 2013

[Local SLC practices in brackets]

[These provisions will take effect at SLC September 1st, 2013].

In creating original MARC records and editing derived ones, the
purposes are to (1) bring them up to ISBD/AACR2/MARC21 (with RDA
adaptations) standards insofar as possible; and (2) make them meet the
needs of our clients.

See general note on abbreviations at end.

Quickly check or enter Fixed Fields

Particularly check LDR/17* and LDR/18* for records created before 1978
(AACR2 was published in 1978).

[On ITS this is done by clicking on LDR and 008, sometimes 006 and 007]

LDR/06 Type:
a = language material
g = audiovisual material (type coded in 008/33, e.g., 008/33 v =
video recording)
i = integrating resource (looseleaf services, websites)
m = now used only for computer files, e.g., a game or program;
text electronic resources are a if text

LDR/07 Bib lvl:
m = monograph
s = serial (see Serials Cataloguing Cheat Sheet)
i = integrating resource (loose-leaf or website)

LDR/17 *Enc lvl:
blank = full record book in hand
1 = full record book not in hand
2 = less than full record
8 = CIP record (upgrade)
I = OCLC full record
K = OCLC less than full

Most SLC print records are 1, electronic blank since PDF is viewed

LDR/18 *Desc:
a = AACR2 (do not use)
i = ISBD (use for RDA/ISBD)

Client ID substituted on export if client number in 001]

008/06 Date type:
s = single date
r = reprint dates
c = continuation (see Serial Cataloguing Cheat Sheet)
d = dead serial (see Serial Cataloguing Cheat Sheet)
m = multiple dates
n = unknown (try to use q and guess decade)
q = date in question, e.g. 194u
t = publication & copyright dates

If a new edition is involved, regardless of publisher,
then code 's'; if an existing edition is reprinted (and
one wishes to address this in the description) then code
't'; use "t" for an electronic reproduction of a print
item; if an existing edition is issued by another body
then code 'r'.

008/07-10 Date one:
Year (s); year of beginning (m)
Latest year (r reprint, t copyright)

008/11-14 Date two:
year of ending (m), original printing (r), or copyright (t)
use 9999 if still being published

008/15-17 Ctry:
place of publication most common only
at = Australia (see MARC21 for states)
au = Austria
enk = England
fr = France
ie = Ireland
is = Israel
it = Italy
ne = Netherlands
nik = North Ireland
sa = South Africa
stk = Scotland
sz = Switzerland
vc = Vatican

States (U.S.) most common only:

alu aku azu aru cau ctu deu dcu flu gau hiu
idu ilu inu iau ksu kyu mau mdu miu mnu mou
msu mtu nmu oru ohu pau scu sdu tnu txu xxu
utu vau wau wiu wvu

Provinces (Canada):
7
abc bcc mbc nfc nkc nsc ntc nuc onc pic quc snc ykc

008/18-21 Illus:
a = illustrated
b = maps*
c = ports*
d = charts*
e = plans*
f = plates**
g = music*
h = facsims*
i = coats of arms*
j = geneal tables*
k = forms
m = sound recording
o = photographs
p = illuminations

* use also in 300$b
** use in 300$a

008/23 Repr:
blank = can be read by naked eye
a = microfilm
b = microfiche
s = electronic
o = online
q = inhouse (e.g., CD-ROM)

008/24-27 Cont:
a = abstracts, summaries
b = bibliographies (with 504)
c = catalogs
d = dictionaries
e = encyclopedias
f = handbooks
i = indexes
l = legislation
m = thesis
p = programmed texts
r = directories
s = statistics

008/28 Govt pub:
blank = not govt. pub.
i = international body (e.g. UNESCO)
f = federal
l = local (towns, counties)
s = state, province [remove "s" if a state university press
or provincial university press publication; do not code
state or provincial university press publications as "s"]

008/29 Conference pub:
0 = not a conference
1 = conference proceedings, i.e., collection of papers
presented at meeting

008/30 Festschrift:
0 = not Festschrift
1 - is Festschrift (collection of essays in honour of an individual)

008/31 Index:
0 = no index
1 = index

008/33 Fiction:
0 - not fiction
1 - fiction
(do not remove alpha codes for type of belle lettres if present)

008/34 Biography:
blank = not biography
a = individual autobiography
b = individual biography
c = collective biography or autobiography
d = contains considerable biographical information

008/35-37 Lang:
language of text or predominate language
eng = English
fre = French
ger = German
spa = Spanish

008/39 Source:
Obsolete

Variable Fields

001
RSN, record sequence number. At SLC, automatically assigned by
the quality control cataloguer's software.

[003
Identifies RSN. At SLC CaBNVSL. Delete if out of date. Client
ID substituted if client 001 inserted.]

010 LCCN
If keying, key 3 spaces in front (including any letters, replace hyphen,
and insert 0's to make 8 spaces.
Code LCCN for the print version 010$z in the record for the electronic
version.

020 ISBN. Remove any hyphens.
Change any 13 digit ISBNs in 024 3 to 020. Code print ISBN as $z
in print record.

022 ISSN. Insert hyphen if missing from middle of number.

035 RSN (001) of previous owner of record, qualified by the symbol
for that library or utility. [If SLC RSN moved to 035, qualify
as (CaBNVSL). Remove (OCLC) 035 if present, unless record submitted
by us to obtain number].

040

Field 040 says $a who catalogued; $b in which language (formerly LAC
records only); $erda as rules used' $c who made it machine readable;
$d who finished the record.

Today originals are usually done in one operation online, so
repeat $a in $c , e.g., [040 $aCaBNVSL$beng*$erda$cCaBNVSL$dCaBNVSL].
*or$bfre

[SLC removes other $d (with the exception of $dDLC) and add $dCaBNVSL].
Some libraries may opt to leave all $d's, even though there is no way of
knowing which library did what to the record.

RDA changes:
code 040$beng or $bfre as appropriate based on language of notes
code 040$erda.
The order of subfields is 040$a$b$e$c$d.

MARC record checking software expects to find at least subfields $a
and $c.

050 Library of Congress classification number

If two $a, enter a second 050 2nd indicator 4, using class number
for 2nd $a, adding Cutter number and year. The first $a is for
series classed as collections, or bibliographies classed in Z.

Add imprint year if lacking, unless open entry.

Move a non LCC number in 050, e.g., shelving number, to 099.

052 Local LC copy information. Delete. Also delete any 9XX displayed
early in the record.

055 Canadian classification number

[If the number in 055 is from LCC tables, change to 050 2nd indicator
4, adding a period after $b. If number is from a companion
schedule, and the 1st indicator is 0 (meaning LAC has), the 2nd
indicator is 6 (meaning LAC assigned the number), with $2fcps or
$2kfmod.]

If 055 is assigned originally, 2nd indicator is 8 with $2 code of
schedule, i.e., $2moys, $2kfmod, $2fcps (for FC and PS 8000).

[Delete all 055s which duplicate class numbers in 050. The only 055s
in the record should be FC, KF, and PS8000, or another schedule
such as Moys, identified in $2.]

If 055 ends in an "*", it means that a topic or geographic Cutter is
needed. If it is an LCC number, and 050 is lacking, move it to 050 4
and add the two Cutters and year. If it is FC to PS 8000 (LAC does
not assign KFmod), leave it in 055 8, and add the two Cutters with
year. If both 050 and 055 are already present, delete.

060 National Library of Medicine classification number

[Move an LCC number in 060 to 050, changing format and Cutter as
needed.]

Move a non NLMC number in 060, e.g., and shelving accession number,
099.

082 DDC

If adding a DDC number, use indicators 74 with number edition used in $2.

086 Canadiann governent catalogue number (DSP)

090 Local call number

MARC field number varies with system.

[At SLC coded with slashes for line breaks, e.g.:

090 0 $aAB/1234.5/C6/D78/1998$bMAIN$c1-2$d1-2 ($b = location,
$ccopies, $dvolumes)]

[If remote electronic resource for electronic aggrigator or
publisher, do not code 090$a. Code client in 090$b, subcategory
if any in $f, client ID number, e.g., ebrary number, eISBN, in
$e for transfer to 001 on export. 090 is deleted on export.]

Derived records may lack 050 and have 090 for locally assigned
LCC numbers. Change to 050 4.

Add imprint year unless open entry.

[If a DDC library, enter DDC 090 class number from 082, adding
Cutter, title letter, and imprint year.]

[If the class number is longer than 8 spaces, insert a hyphen/slash,
e.g.,: 090 0 $a123.456-/789/A88t/1999$bMAIN$c1-2$d1-2; label stock
can only accommodate 8 spaces.]

092 OCLC local DDC number

Change to 082 4, removing Cutter in present.

[093 SLC batch search key, $a. Deleted on export]

[Punctuation: End all elements in a *single* period, unless there is
another mark of punctuation, e.g., hyphen after date in 100$d, 260$c.]

1XX/7XX

Check against LC and/or LAC authorities, and changed to established
form.

PUNCTUATION

[End all descriptive variable fields with final punctuation (e.g., period,
hyphen, closing parenthesis). including 246 and 300, whether 300 followed by 490 or not, and whether one considers "cm" a symbol or an abbreviation. Never double punctuate, e.g., "Second ed.."]

100/700/110/710 relator codes

[After main and added entries, enter a $e relator term or $4
relator code. Most use $e.

Subfields $4 and $e are repeating, so that more than one code,
separated by commas, may be used, e.g. ,$eauthro,$edirector or $4aus$4drt .

http://www.loc.gov/marc/relators/relaterm.html

100 Author

If personal author(s) (and that is authors, not editors*) the first is
given, surname first, in 100. If the 100 would not now be a main
entry, change to 700, change the 245 1st indicator to 0, and re
Cutter. Remove $h before forename (a UKMARC practice).

[It is SLC practice to change to 100 for the artist in the case of
exhibition catalogues, the original author in the case
of standard legal texts with original author's surname at head of
title. 1st indicator 1 for surname, e.g.: 100 1 $aSmith,
Jones,$d1932-]

RDA change: Entry under first author, regardless of number. But enter
only under an author who shares responsibility for the whole work, not
the first work in a collection.

Compilers continue to be main entry for compilations such as
bibliographies, bibliographies, and indexes, but not compilers
of the works of others, regardless of an earlier RDA draft.

RDA allows main entry of a later edition under the first author of the
earlier edition, when the order of names in the statement of repsonsibility
changes. [SLC will enter under the first author of the manifestation
in hand.]

100/600/700 RDA change: More frequent use of $c identifier such as
occupation to create unique heading. Terms such as "Jr."
included.

100/600/700$d RDA change: Use hyphen before death date, hyphen after
birth date, but no "b.", "d,"; "active/actif" replaces "fl.", and is
no longer limited to pre 20th century authors.

100/110/700/710$e

Accept $e relationship designators in derived records. Change any $4
codes to $e terms. These are not assigned according to the current LCPS.
[They will be removed on export unless requested by a client.]

[DO NOT ASSIGN IN ORIGINAL CATALOGUING UNLESS REQUESTED BY A CLIENT.
Do not assign $e to 111/711. Do not assign $eauthor to 110/710.]

Subfield $e is repeating, so multiple relationships may be shown,
e.g., $eactor,$edirector.

Use a comma between entry and $esubfield code. End with a period.
If removing on export, remove,$e leaving period.

[Because the presence of these X00/X10 $e subfields may cause split
files in client OPACs, and/or in a single list of titles following an
entry, imply a relation to subsequent titles which only applies to the
first title, we will (unless asked by a client to supply them), remove
X00/X11 $e subfields on export.]

[The following alphabetical list of terms is drawn from RDA Appendix
I.1, I.2. and selected single word terms from I.3, I.4. The phrases
in I.3 and I.4 are considered too long by SLC for practical use, and
others record relationships, particularly for motion picture production
companies, which are not traced by SLC. All relators have been reduced
to a single word for assigning, and export if requested by a client.]

---------------------------------------------------------------------

abridger
actor
addressee
animator
appellant
appellee
architect
artist
author
bookseller
cartographer
cinematographer [Use for 'director of photography']
choreographer
commentator
composer [Use for all relator phrases beginning 'composer']
conductor
court governed [Use 'court']
compiler
dancer
dedicatee
defendant
degree granting institution [Use 'institution']
depicted
designer
director [Use for 'film director', 'radio director', 'television director']
director of photography [Use 'cinematographer']
draftsman
enacting jurisdiction [Assign and export as 'jurisdiction']
editor
engraver
etcher
film director [Assign and export as 'director']
film producer [Assign and export as 'producer']
filmmaker
honouree
host
host institution [Use 'host']
illustrator
institution [Use for 'degree granting institution']
instrumentalist
interviewee
interviewer
inventor
issuing body [Use for conferences]
judge
jurisdiction [Use for 'enacting jurisdiction' and 'jurisdiction governed']
jurisdiction governed [Use 'jurisdiction]
landscape architect [Use 'landscaper']
landscaper ]Use for 'landscape architect]
librettist
lyricist
moderator
narrator
panelist
performer
photographer
plaintiff
praeses
printer
printmaker
[producer] [Use for 'film producer', 'radio producer', 'television producer']
production company
programmer
publisher
puppeteer
radio director [Use 'director']
radio producer [Use 'producer']
respondent
screenwriter
sculptor
singer
speaker
sponsor [Use for 'sponsoring body']
sponsoring body [Use 'sponsor']
storyteller
[symposia - use "issuer"]
teacher
television director [Use 'director']
television producer [Use 'producer']
transcriber
translator
[writer - use 'author']

==================================================

110 Corporate body as main entry.

If the work is the annual report of a corporate body, the report of
a task force, or some such, the corporate body is the author.
There are fewer corporate bodies as author (main entry) under
current rules than earlier. If the 110 would not now be author,
change to 710, changed the 245 1st indicator to 0, and re Cutter.
It is SLC practice to change to 710 the names of law reform
commissions for informational reports.] Key 1st indicator 1
for a corporate body which begins with a jurisdiction, 2 for direct
order, e.g.: 110 1 $aCanada.$Parliament., but 110 2 $aCanadian
Unitarian Council.

RDA change: Spell out "Dept." (Also in AACR2, but not observed.)

RDA change: Treaties are entered under the first country mentioned,
regardless of number or alphabetical order, or in the case of a
treaty between one country and a group of countries, enter under the
one country. Do not use $k uniform title.

See also 100/110/700/710$e.

111 Conference as main entry.

If what you have is conference proceedings, the name of the
conference is the main entry. The name is followed by
$n(number :$ddate :$cPlace), or if no number, $d(date :$cPlace).
BUT 110$aCorporate Name.$bConference$n( ... In older records the
order may be different, If ISBD punctuation lacking, it should be
added.

RDA change: Include statement of frequency as on item, e.g.,
"Annual ...", "Biennial ..." if doing a monograph record. (Such
words formerly omitted).

130 Uniform title as main entry.

If the work is a sacred work like the Bible, that common title (known
as a uniform title) goes in 130. For the Bible check for language
and date for correctness.

Apart from the Bible, it is SLC practice to change 130 to 730, and
change 245 first 245 indicator to 0.

RDA change: From older records remove "$pO.T." and "$pN.T." from
between "Bible" and $p name of the individual books. For the whole
Old and New Testaments, spell out O.T. and N.T.

RDA change: In older records, replace in headings "Koran" with
"Qu'ran".

RDA change: Preferred title is a required element. [If this results
in a 130 identical to the 245, delete it, and adjust 245 indicator
if needed; if different from 245 (except sacred works), move to
246 1 $iAlso known as:$a, 246 1 $iTranslation of:$a, etc.]

[ Exception: A special project for a library wishing the 130 retained.]

For parts of the Bible omit "O.T." and "N.T." between Bible and the
name of a book; spell out of not name of a book, e.g.:
130 $aBible.$pGenesis$lEnglish$f1995
130 $aBible.$pOld Testament.$lEnglish$f2005

240 Uniform title as filing title.

Only after a 100, never as main entry (cf. 130).

RDA change: Preferred title is a required element. [If this results
in a 240 identical to the 245, delete it, and adjust 245 indicator
if needed; if different from 245 (except classical music and
Shakespeare), move to 246 1 $aAlso known as:$a... or $iTranslation
of:$a... Delete generic 240s, e.g., "Works" (except for Shakespeare).]

Exception: A special project for a library wishing the 240 retained.

Changes in 240 uniform title, where kept or assigned for a particular
client, would only make a major difference in very prolific authors,
and can be safely ignored in terms of interfiling RDA records with
AACR2 ones.

Under AACR2 (25.9) one uses "Selections" as collective title for three
or more various works by someone; under RDA one uses "Works.
Selections" (6.2.2.10). This comes into play with *two* or more
various works.

The order of the pieces for the uniform title "Short stories. Spanish.
Selections" is explicitly described in AACR2 (25.11). In RDA there
seems to be no similar explicit instruction, nor are the instructions
given all that neatly laid out, it might be "Short stories.
Selections. Spanish" (6.27.3).

Under RDA, only one language is allowed in the $l of a uniform
title--no dual languages with ampersand, no "Polyglot" for three or
more languages (6.11.1.4).

2XX Description

RDA change: Use square brackets only for information not found in
the item, regardless of source within the item. Leave brackets
in older records. Brackets do not carry across subfields; bracket
each data element separately.

240 Uniform title after 1XX

RDA change: Under AACR2 (25.9) one uses "Selections" as collective
title for three or more various works by someone; under RDA one uses
"Works. This comes into play with *two* or more works.

The order of the pieces for the uniform title "Short stories. Spanish.
Selections" is explicitly described in AACR2 (25.11). In RDA there
seems to be no similar explicit instruction. it might be "Short
stories. Selections. Spanish". Under RDA, only one language is
allowed in the |l of a uniform title--no dual languages with
ampersand, no "Polyglot" for three or more languages.

[Unless requested by a client, assign 240 only for Shakespeare
and classical music. Change a 240 in a language different from
245 to 246 1 $iTranslation of:$a ..., removing $llanguage; delete
a form uniform title other than Shakespeare and classical music.]

245 Title.

The title as on the title page; use a ":$b" before subtitles,
"=$b " before a title in another language; followed by "/$vc and
authors up to a number selected by the agency in each category,
e.g., authors, illustrations, editors.

[SLC transcribes up to three in each category, followed by
"[et # al.]" without elipses. Every added entry should be justified.]

The RDA minimum is one from each category. There is no upper
limit. The RDA phrase is [and # others]".

[If more than three per category in a derived record, do not
delete. If less than three, but more on the resource, add.]

If they did different things, use a ";" to separate categories,
e.g. /$cby John Smith ; illustrated by Tim Jones.

Only the first word and proper names are capitalized. Older records
may have the first word after an initial article capitalized; change
to lower case. Names of Acts are proper names. All German nouns are
capitalized. Do not accept RDA alternative of capitalization as found.

RDA change: Transcribe punctuation as found, e.g., "...", but add
ISBD punctuation as required.

Check for 1st indicator 1 (for title added entry) if there is a 1XX
(it was LC practice not to trace "Annual report"; SLC does). Check
2nd indicator for number of spaces to be skipped in filing, e.g., A
= 2, An = 3, and The = 4, because of the space following the
initial article, e.g.: 245 14 $aThe story of my life :$ban
autobiography /$cby Tom Jones.

RDA change: For compilations, use the RDA option of supplying a title
in brackets, rather than using the title of the first work as title
proper. (This allows us to continue creating only one bibliographic
record per physical item, a requirement for many of our clients.)

[Contrary to RDA, record compound bilingual titles as found in the
prime source, e.g.:

245 00 $aCanadian citations canadiennes.
246 30 $aCitations canadiennes.]

As per AACR2 and RDA, repeat letters to be read in more than one word.

RDA change: Do not supply "[sic]" after errors. Only use brackets
for information from outside the resource.

RDA change: Capitalization as transcribed from item, harvested from
ONIX or other sources, is acceptable, whether all caps or first letters
of words in upper case. [Edit to standard sentence capitaliztion.]

For dealing with all upper case derived or cut and past data, see
505.

245$h[gmd] General Material Designation.

RDA change: GMD is replaced by 336-338 (qv); 338 : 336 exported as
245$h as long if requested by clients.

245$b RDA change: Do not supply defining word to ambiguous title, e.g.,
:$b[poems], "$b[proceedings].

RDA change: 245$b, i.e., subtitle, is not a core element. [Supply
if lacking.]

245/$c Statement of responsibility.

RDA change: One may record as many authors given in prime source in
245 /$c as wished. Authors in addition to those transcribed may be
summarized. An author need not be transcribed to be traced, nor
must transcribed authors be traced.

[SLC will record up to three authors if present, and summarize, e.g,
... [et 3 al.] More than three will be accepted in derived records.
Transcribed authors up to three will be traced, and no author traced
who is not transcribed. No unjustified added entries will be accepted
in derived records.]

[Transcribe and trace authors known to be a faculty or firm member
of the client, even if beyond the first three.]

RDA change: Record statement of responsibility as found, including
degrees, titles, "Jr.", "the late", etc.

[In the case of a compilation, transcribe statements of responsibility
after titles in 505, with entry under supplied title if need be.]

Transfer motion picture statements of responsibility to 508.

If the persons responsible did different things, use a ";", e.g.
/$cby John Smith ; illustrated by Tim Jones.

RDA change: A noun phrase *associated* with the author is included in
$c, e.g., 245 10 $aBurr /$ca novel by Gore Vidal, but 245 10 $aBurr
:$b a novel /$cGore Vidal.

In older records, the 245 /$c may be lacking if the same as the 100 or
110. If you have the item or a photocopy of the title page, use /$cby
or whatever wording is on the title page; other wise just use "/$c"
and the uninverted form on the 100, or 110. The 245 /$c should always
be present if there is a 1XX, and added where lacking; it becomes
*vital* if form of 1XX changes, if 100 for editor becomes 700, or 110
becomes 710.

246 Alternate title which represents the whole work.
e.g.:
246 31 $a.
246 14 $a.
246 15 $a.
246 1 $iAt head of title:$a.
246 1 $iTranslation of:$a.

1st indicator 3 means added entry, no note; 1st indicator 1 means
added entry and note; the second indicator says which display
constant to use for the note; if no print constant is available,
there should be $i$a as shown. See also 740.

Add 246 3 $a for any title by which an item is normally called
whether on the item or not, e.g., Moonlight sonata, White paper
on taxation, Patriot Act.

Use 246 to indicate simultaneous publication in another language,
particularly Canadian Federal government documents, e.g. 246 1
$iAlso published in French under title:$a...

[Contrary to MARC21, SLC ends 246 with a full stop, so that notes
created by 2nd indicators in its printed book catalogue product would
end in a period, and so 740 and 246 OPAC display will be the same.]

247 Former title of integrating resource.

Insert for past title of integrating resource.

250 Edition statement.

Insert ISBD punctuation for edition author statement if lacking,
e.g., 250 $a2nd ed. /$bby Tim Jones.

RDA change: Transcribe rather than abbreviate, e.g., 250 $aSecond
edition.
If source has "2nd ed.", "6. Aufl.", etc., transcribe as found.
[End the field with a single period, (not double after an
abbreviation as per ISBD/RDA).]

Do not accept RDA alternative of found capitalization in 250.

[End 250 with a single period, not "ed.."]

264 Imprint
e.g.:
264 1 $aNew York, N.Y. :$bSmith & Jones,$c1995.

Change punctuation to ISBD punctuation if lacking.

Repeating 264 indicators:
1st indicator blank 1st publisher; 2 intervening, 3 current.
2nd indicator 0 production *unpublished material);
1 publication; 2 distribution; 3 manufacture; 4 copyright.

[Substitute ISBD Latin abbreviation [S.l.] and [s.n.] for RDA phrases in
264$a$b. Substitute AACR2 estimated date for phrases in in 264$c,
whether "... between ...", "not before", or "... not identified.]

When supplying information, square bracket each element, e.g.,
264 1 $a[S.l.] :$b[s.n.],$c[195-?], as opposed to the former
260 $a[S.l. :$bs,n,,$c195-?].

[End 264 with a single period, unless there is another ginsl mark of punctuation, e.g., a square bracket, a hyphen after year in 264$c]

264$a

Transcribe jurisdiction as found, using abbreviations
only if abbreviated in the source. May transcribe all places of publication
in repeating 264$a. [SLC will transcribe at least the first three.]

[SLC transcribes jurisdiction as found, except that postal codes have spelled out jurisdictions in brackets substituted in order to achieve distinctiveness. "CA" can mean California or Canada; WA can mean Washington or Western Australia.
AACR2's appendix, as well as being more in accord with RDA. Jurisdiction is
supplied if lacking in 264$a as opposed to a note.]

Place of publication is an RDA core element, contrary to an earlier
draft.

-------------------------------------------------------------------------

264$b

Transcribe publisher(s) as found; do not shorten or omit
publishers' names. Spell out "Department".

[ It is SLC practice for reproductions, to use MARC21 as follows: add
to 264 1 $a$b$c for original publisher 264 2 $a$b$c for the micro or
electronic reprodicer. Move the 533 microform or electronic collation to 00, inserting the original pagination in curves after the unit name. Illustrations if any are in 300$b. Delete 533.]

Substitute publisher's name for "The Association" and other such
generic terms.

[AACR2's 260$$e$f$g is the same as 264 3 manufacturer, but
SLC's 260$e$f$g for accregators is now 264 2 as distributor.]
264$c

Transcribe year as found. LCPS: Give Gregorian calendar year,
bracketed, e.g., a chronogram.

Publication year and copyright year are separate elements.
Publication year is core, copyright year is not. The copyright year is
coded 264 4 $c, with copyright synbok, [SLC will record copyright
year only if different from imprint year.]

[Supply 264 1 $c year if lacking, using AACR2 estimated year. Do not use
or accept in derived records "not identified", "not before", or "between"
phrases to replace estimated publication year; omit without indication
copyright year if lacking. ]

RDA directs that the copyright and phonogram signs be used rather then "c"
pr "p.". [If the copyright sign or the phonogram sign is not available in
the cataloguing module, use "(c)" and "(p)". You may be able to use a macro,
or in Windows press Alt and type 0169 on the number pad ©.]

http://tlt.its.psu.edu/suggestions/international/accents/codealt.html

264 $aOxford [England] :$bClarendon Press,$c1890
264 33 $a(Ann Arbor, Michigan :$bUniversity Microfilms,$c[1994].

Use repeating 260$a$b for later publishers of sets and serials (not repeating
260). Use ";" between imprints.

263 Expected date of publication in CIP record.

Delete.

264 Detailed imprint. .
264 1 $a$b$c replaces 260 $a$b$c

264 33 $a$b$c replaces 260 $e($f$g)

300 Collation.

300 $ax, 100 pages :$billustrations ;$c23 cm.

SLC practice based on an RDA options:

Use exact unit name, e.g., pages, volumes, PDF, website, DVD,
DVD-HD, DVD-R, Blu-Ray disc, CD, CD-ROM, streaming video.

Some RDA records lack collations for continuing resources. [Always
supply collation. If extent is unknown, leave three spaces in front
of unit name.]

If "$a volumes" or other unit name (e.g., digital files, CD-ROMs,
is lacking for a serial record, insert, with three spaces in front.

[Only use "online resource" for a mixture, e.g., text files
with video and audio files.]

Insert ISBD punctuation if lacking.

Do not use abbreviations. Spell out "pages", "volumes",
"illustrations", "colour", "black and white". But not "cm", "hr",
"in.", "km", "m". "min.", "rpm", "sec." Note that metric symbols
lack periods.

[Leave "pages", "volumes", and "illustrations" in French records, but
"map/maps" becomes "carte/cartes".]

If multiple volumes, the number of volumes is given, e.g., 3 volumes
:$billustrations. ;$c28 cm. If the volumes are numbered through the set
as opposed to each volume starting with page 1, then, 3 volumes (300
pages) :$bgraphs ;c26 cm. Other possible variations include 1 volume
(various pagings) ;$c28 cm., 1 volume (unpaged) ;$c 28 cm., 1 volumes
(loose-leaf) ;$c29 cm. (Loose-leaf is used for material to be updated,
not just anything in a binder.) Insert three spaces in front of "volumes"
or other unit name for open entries, where number of volumes is not known. Do
not use "ca."; use question mark after number instead.

Insert size if lacking.

[End the 300 field with a single period, regardless of whether there is
a 490, even after "cm", contrary to ISBD/RDA. Do not put a period after "cm"
unless it concludes the field. Use only one period after "in.", not "in.."
even if followed by 490]

Use a compound collation for reproductions:

300 $a1 digital file (c, 100 p.) :$bill.

336-338 Cf. 245$h

MARC21 Fields for RDA Content, Media Type, and Carrier Terms

Fields 336-338 may repeat, or have repeating $a, if more than
one term is needed. [Change repeating fields to repeating $a
in one field, to facilitate export as 245$h.]

MARC21 Fields for RDA Content, Media Type, and Carrier Terms
14 October 2011

336 Content type

Follow each 336 term with $2rdaontent; except
follow thoseo in brackets with $2mricontent

[RDA offers three options for content terms: give all which apply,
e.g., "text, still image" for an illustrated manifestation; all which
are significant, e.g., "still image, text" for an art exhibition
catalogue; or predominant only, e.g., either "text" or "still image",
depending on which is a larger part of the manifestation. MARC21 has
the option of repeating 336$a or repeating 336; repeating 336 is more
common.]

cartographic dataset }
cartographic image
cartographic moving image
cartographic tactile image
cartographic tactile three-dimensional form
cartographic three-dimensional form
[Consider displaying "cartographic" for these
phrases, with an exact unit name, e.g., "globe", "map".]
computer dataset
computer program
[form]
[globe][
image*
[large print text]
[map]
[moving image]
notated movement
notated music
performed music
sounds
spoken word
still image
[Unit name is more specific term, e.g., "engraving", "painting".]
tactile image }
tactile notated movement }
tactile text } [Consider displaying just "tactile";
tactile three-dimensional form
[Consider displaying "tactile" for these phrases, with exact unit name .]
text
three-dimensional form
[Consider displaying just "form".]
three-dimensional moving image
two-dimensional moving image
[Consider displaying "moving image" for these two phrases, or ISBD's
Area 0 "image (moving)$2isbdcontent".]

337 Media type

Follow each term except "electronic" with $2rdamedia; follow
"electronic" with $2isbdmedia.

audio
electronic
[Consider ISBD Area 0 term "electronic". rather than RDA's "computer".]
microform
microscopic
projected
stereographic
unmediated
video

338 Carrier type

Follow each term with $2rdacarrier; except follow
equipment and kit with $2mricarrier.

1) Audio carriers

audio cartridge
audio cylinder
audio disc
sound-track reel
audio roll
audiocassette
audiotape reel

2) Electronic carriers

computer card
computer chip cartridge
computer disc
computer disc cartridge
computer tape cartridge
computer tape cassette
computer tape reel
online resource

3) Microform carriers

aperture card
microfiche
microfiche cassette
microfilm cartridge
microfilm cassette
microfilm reel
microfilm roll
microfilm slip
microopaque

4) Microscopic carriers

microscope slide

5) Projected image carriers

film cartridge
film cassette
film reel
film roll
filmslip
filmstrip
filmstrip cartridge
overhead transparency
slide
[Use for photographic slides only]

5) Stereographic carriers

stereograph card
stereograph disc

6) Unmediated carriers

card
[equipment]
flipchart
[kit]
object
roll
sheet
volume

7) Video carriers

video cartridge
videocassette
videodisc
videotape reel

340-384 Do not assign, with the exception of 362 for serials and occasionally 380. Accept if present. May not display in ILS at present. Data considered essential may be moved to 5XX. Large print may be indicated by 250 $aLarge print version (in brackets if not on item) and in 300, e.g., 300 $ax 100 pages (large print)
... .]

362 Enumeration and date of serial

[Follow CONSER practice of using unformated style. Rather than:

362 0 $aVolume 1, number 1 (January, 2011)-
362 0 $a -volume 10, number 12 (December, 2010)

Use:

362 1 $aBegan with volume 1, number 1 (January, 2011)
362 1 $aCeased with volume 10, number 12 (December, 2010)

365 Price. Delete. Price may be left in 020$c.

380 Form of work

May be used with or without $2 source code.

[Assign a clarifying term if 33X do not adequately describe
the nature of the resource, e.g., kit, equipment.
computer game; large print might be better as a qualifier
of the unit name in 300; RDA maps it to 340.]

440 Obsolete.

Change to 490 1; cut and paste into 830 0.

If it has a number or year, that goes after ;$v. The ";"
before $v will often need to be inserted.

490 Series as on item.

Beginning June 1, 2006, the US Library of Congress is coding all
series as 490 0.

It has been SLC policy since January of 1979 to have no 490 0 in
bibliographic records. (Some but not all SLC customers index 490
in their series and/or title indexes, making access uneven between
customers.) When you encounter a 490 0, and it contains no subject
word, or a responsible corporate body, e.g., "Penguin books", change
the 490 0 to a 500 quoted pseudo series note.

If the 490 0 transcribed series statement contains a subject word,
e.g., "Studies in chemistry", change the 490 0 to 490 1, and enter
the series in 830 with 2nd filing indicator 0-4. If the series title
is generic, e.g., "Report" , and has not been established in either the
LC or LAC authority files, add the name of the responsible body or person
in curves. If established, use as found.

Provide ";$v" issue number or year as relevant. Include ISSN in $x
if available.

Transcribe $v terms and numbers as found, e.g., ;$volume
two, in 490. [Standardize in 830, using AACR2 abbreviations and arabic
number, for correct filing.]

5XX Notes.

Notes are free form, so ISBD punctuation does not apply.

Accept found capitalization and punctuation, particularly in quoted 500s
and 505.

Delete a 500 containing only "CD"; use that term as unit name in 300.

500/830

If the publisher's website indicates that an electronic item is issued as
part of a collection, consider:
500 $aIssues as part of ..., and an 830 for the collection.

501 Issued with

Use for DVD special features.

502 Thesis note

RDA introduces subfield codes:
$aThesis or Dissertation
$bDegree
$cInstitution
$cYear

503 History of item.

Obsolete, but leave in older records and continue to use were needed
for current records, e.g., 503 $aReleased as a motion picture
in 2000.

504 Bibliography note.

504 $aIncludes bibliographical references (p. 1-100) and index.

500 $aIncludes index.
504 $aBibliography: pages 100-109.
[Change to LC practice:
504 $aIncludes bibliography references (pages (pages 100-109) and index.
For footnotes only use:
504 $aIncludes bibliographical references.]

505 Contents.

[When there are named volumes with name chapters, or named parts
with named subparts, to avoid complications and too complex
punctuation, take advantage of the fact that 505 is repeating, and do
a 505 for each volume or named major part. The 1st 505 would have
indicator "0" for print constant "Contents:", later ones "8" for no
print constant. Do not use subfields $g$t$r, and remove if present,
changing indicators from 00 to 0 .

--------------------------------------------------------------------

Dealing with upper case derived or cut and paste data:

It is not necessary to rekey anything.

Copy, paste into Word, select the text, and press Shift-F3 to Change
Case, or other function key you have assigned to this task. Then
recopy and paste back into your workform.

The Change Case function cycles through ALL CAPS, all lowercase,
Sentence case, and sometimes Title Case (depending on what's
selected). In a stream of lowercase, Word highlights words which
perhaps should be capitalized--click on the word, press Shift-F3
again. Proofreading, for cases such as "new York".

Diacritics will require adjustment.

Another option is:

http://thesentencecase.org/

--------------------------------------------------------------------

508 Persons and bodies responsible for motion pictures.

Move persons and bodies in 245/$c for motion pictures to the beginning
of 508.

511 Performers in motion pictures.

520 Summary.

Our clients tell us that inclusion of summaries increases use due
to keyword searching. But if quoting with "--",
attempt to screen out publisher's "puff" adjectives substituting
"...", and just include the parts which actually tell you something
about the item. When cataloguing an electronic resource from a PDF,
there is often an abstract or summary which can be cut and pasted.

533 Imprint of reproduction

Move to 260$e$f$g and delete.

534 Imprint of original

Move to 260$a$b$c and delete.

538 System requirements.

Delete 538 if no information other than "DVD", which is recorded in
300. Remove "DVD" and capitalize first letter, e.g., "Region ...".
[Use rather than 250 for Widescreen or Letterbox.]

588 Source of description.

For example, "Title from container.", "Last issue consulted: ...".
CONSER uses for all source of description notes. PCC uses only for
sources outside the material being catalogued. [Use for all source
of description notes. It will be exported at 500 for any who wish,
e.g., SPIE OCLC upload.]

6XX Subjects.

In MARC records, subject subdivisions have subfield codes
$vForm, $xTopic, $yPeriod, $zPlace. Form subdivisions, e.g.,
Bibliography, Periodicals, may need to be changed from $x to $v.
If in doubt about a form subdivision, check for "v" after the sub
division in _Free-Floating Subdivisions_. Remember that a form
division can be used as a topic, e.g., 651 0 $aCanada$vMaps, if the
work is maps, but 651 0 $aCanada$xMaps$vBibliography. Occasionally
you will need to change a 650 to 600, 610, 651, or 655 as indicated
below.

Second indicator "0" means LCSH, "2" MeSH, "4" local, "5" Canadian
English, and "6" RVM (Canadian French).

600 Person as subject.

Use same format as person as author. In AACR2, did this person
breath? If not, AACR2 they were 650, e.g., God, fictional characters.

Include all person real or not in 600, e.g., fictitious characters.

610 Corporate body as subject.

Including governments. Code the same as 110.

611 Conference as subject.

See 111 for order of subfields and punctuation.

630 Uniform title as subject.
Cf. 130 for Bible entries.

650 Topic as subject,
e.g.:
650 0 $aFamily$xReligious aspects$zCanada$vFiction.

LC has long had the policy of establishing no new inverted LCSH.

Now, gradually, they seem to be uninverting existing ones.
Check any inverted LCSH in an SLC or derived record to see
whether it has been uninverted in the authority file.

OCLC is inserting aumatedly produced FAST 650 7 subject headings,
[Delete if they duplicate an LCSH heading; revise to 650 0 LCSH
if not.]

For fictitious persons, cf. 600.

651 Place as subject.

Does not include governments), e.g.:
651 0 $aCanada$xHistory$y1755-1763.

655 Genre of item.

What an item *is* as opposed to being what it is *about*.

In DLC records genre headings, e.g., Symphonies, Feature films, may
still in 650. Change to 655 0 $a or 655 7 $a$2;cgft
6XX second indicators have been extended to 655, for headings
which are still LCSH topical ones.

Some music librarians (e.g. Memorial) are continue music genre
headings from LCSH in 650 until in LCGFT.

Beginning May 2011, LCGFT authorities with prefix "gf", e.g.
"Feature films", should be coded 655 7 $a.$2lcgft

Continue coding headings which are still LCSH, e.g. "Electronic
books". as 650 0 $a., until established in LCGFT.

Authority records for LCGFT terms are coded as follows.

LCCN prefix: gf
008/11: z ("Other")
040$f: lcgft

7XX$i Relation of added entry to expression/work.

[Do no assign in original cataloguing. Leave in derived records;
will be removed on export.]

700 Person as added entry.
e.g.:
personal authors in 245$c beyond the first, performers in 511;
directors but not producers in 508, Remove $h before given name
(a UKMARC practice). [Removed $e information.]

Option no authors beyond main entry, or any number,
. RDA requires no set number beyond the 1st, plus translators of
poetry, and illustrators of children's books.

[Trace at least 3 each if present from 245/$c, 508, and
511. Trace translators.]

See also 100/110/700/710$e

700 $a$t Analytics

RDA adds in advance of $iContains (work), or $iContains
(expression). Do not add. These will be removed on export.

710 Corporate body as added entry. Code the same as 110.

[Delete 710s for commercial motion picture producers.]

See 110 for punctuation.

For a treaty entered under title, change the first
710 (first jurisdiction mentioned in the treaty title) to 110, and
the 245 1st indicator to 1 if 0. Change any treaty 130 to 730.

See also 100/110/700/710$e

711 Conference as added entry.

See 111 for order of subfields and punctuation.

730 Uniform title added entries

Cf. 130 for Bible & Qu'ran entries, 700 $a$t for Analytics.

740 Title added entry.

Now titles which represent the whole work are coded 246, while
titles which represent part of the work or a related work, are here.

Change titles which represent the whole work to 246. Remove initial
articles and period at end in 246. See 246 above for correct
indicators. Delete the notes which would now be supplied by the 2nd
indicators, or $i, e.g., 500 $aCover title: ...

See 700$a$t for analytic entries.

776 Linking field

Linking field to another format. Cf. 530.

776 08 $iPrint version:$z<10 digit ISBN$z<13 digit ISBN>$w(DLC)

If electronic version unpaged, give original collation in $w.

830 Series entry.

Series as on item is in 490 1st indicator 1, and series as entered
in the catalogue is here.

830$v Enter as in SAR, regardless of 490 form as in item.

Cf. 500/830.
Transcribe $v terms and numbers as found.

[910/938 French equivalents of entry forms.

If requested by customer, items in French with English forms
established by LC or LAC in 110/710/830, have LAC French forms in
910/938. If English forms are not established, and 650 6 RVM is
provided, 040$b is coded "fre".]

[990 Cataloguer's initials. Deleted on export.]

-----------------------------------------------------------------------

[Canadian Codes and Cutters

Canadian Provinces: Counter Province
Province/region DDC 043 KFmod Cutter Cutter Abbr.
Canada -71 n-cn--- xxc ZA2 C2
Alberta -7123 n-cn-ab abc ZA3 C25 A4 Alta.
British Columbia -711 n-cn-bc bcc ZA4 C26 B7 B.C.
Manitoba -7127 n-cn-mb mbc ZA5 C28 M3 Man.
New Brunswick -7151 n-cn-nk nkc ZA6 C3 N4 N.B.
Newfoundland -718 n-cn-nf nfc ZA7 C31 N5 Nfld.
Newfoundland & Labrador -718 nfc C31 N5 N.L.
Northern Territories -719 N.T.
Northwest Territories -7192/3 n-cn-nt ntc ZA8 C39 N6 N.W.T.
Nova Scotia -716 n-cn-ns nsc ZB2 C32 N7 N.S.
Nunavut -7195 n-cn-nu nuc ZA9 C39 N8
Ontario -713 n-cn-on onc ZB3* C34 O6 Ont.
Prince Edward Island -717 n-cn-pi pic ZB4 C36 P7 P.E.I.
Quebec (Province) -714 n-cn-qu quc ZB5 C38 Q4 Que.
Saskatchewan -7124 n-cn-sn snc ZB6 C37 S3 Sask.
Yukon (Territory) -7191 n-cn-yk ykc ZB7 C39 Y8 Yukon
Western Provinces C39 W37
Prairie Provinces -712 n-cnp--
Atlantic/Maritime Pr. -715 n-cnm-- C39 A8
Local governments A-Z ZB9]

===================================================================

ABBREVIATIONS

In general, do not use Appendix B abbreviations in transcription.
Transcribe abbreviations as found in item, e.g., "ed.", but give in
full if "edition" in item. In Area 5 (Physical description),
"pages", "volumes", "illustrations", etc. are written in full.

The following abbreviations continue to be used in uniform titles,
Area 5 (Physical Description), and Area 7 (Notes):

centimeters cm
centimenters per second cm/s
feet per second fps
hour(s) hr.
kilometers km
inches in.
inches per second ips
meters m
millimeters mm
milimeters per second m/s
minutes min.
number no.
numbers nos.
opus op.
revolution per minute rpm
seconds sec.

Note that metric symbols have no periods (nor have rpm, ips).

Other areas in which abbreviations are used:

Series added entry number area, in order to standardize filing.

A.D. and B.C for dates in headings (mainly personal name headings).

Uniform title "etc." in "Protocols, etc.", "Laws, etc." and
"Treaties, etc."

Jurisdiction qualifiers with place names in headings, including
the jurisdictional part of a corporate body (government) heading, a
conference heading, or place name in headings giving places
associated with persons, families, and corporate bodies.

Music headings giving medium of performance, e.g., S, A, T, and
B for two or more vocal parts; numeric designations such as serial
numbers and opus number, e.g., "op." and "no."; but give in full
"arranged","unaccompanied", and "accompaniment".

In sum:

Transcribed elements are given as found.

Other elements, with exceptions below, generally do not abbreviate words.

For dimensions, extent of storage space, duration, numbering of part,
and some map and music elements, use Appendix B.9.

For names of places as jurisdictional qualifiers, use abbreviations in
Appendix B.14.

Other specific abbreviations include A.D., B.C.; Laws, etc.; Treaties, etc.;
Protocols, etc.