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RDA Resources and Training

This guide is used by the cataloging department of Mississippi State University for internal RDA training. It includes resources and local policies that will be of interest to the Mississippi Library Partnership.

Core

CONSER RDA CORE ELEMENTS

 

Explanation of symbols in this table:

  •   “Element” column: a “T” in parentheses identifies a transcribed element per RDA instruction or per CONSER agreement in that instruction.
  •   “RDA no.” column: an asterisk (*) indicates there is an LCPS for that instruction or an alternative, option, etc., related to that instruction.
  •   “FRBR” column (FRBR entities): = Work  = Expression  = Manifesation I = Item
  •   “Core” column:  c =  CONSER core    c if = CONSER core if applicable    [blank] = not required

  

ElementRDA no.FRBRNotesCoreMARC encoding
IDENTIFYING MANIFESTATIONS AND ITEMS        
Title proper (T) 2.3.2  M   c 245 a,n,p
Parallel title proper (T) 2.3.3  M  Record parallel titles in field 246.   c 245
Other title information (T) 2.3.4  M  Record if it provides clarification or support to the title proper that otherwise might appear  misleading without the other title information.   245 b
Variant title (T) 2.3.6  M  Record initialisms/acronyms of the title proper not chosen as the title proper in field 246 rather  than other title information (Per May 2012 LC rule revision proposal: 2.3.2.5, exception:  revise to  give form not selected as variant title (not as other title information)
 Record variant titles that appear prominently in the resource being cataloged, and which a user  might reasonably consider to be the title. 
c if 246
Earlier title proper (T) 2.3.7   M  247 is used only for integrating resources c if 246
247
Later title proper (T) 2.3.8  M  Record minor title changes c 246
Key title (T) 2.3.9  M   c if 222
Abbreviated title (T) 2.3.10  M  Record in 210, no 246 c if 210
Statement of responsibility relating to the title proper (T) 2.4.2   M  Usage of variant names appearing in a statement of responsibility on later issues may be  recorded in 550 notes or in the 4XX field of authority records   245
Designation of edition (T) 2.5.2   M   c if 250
Numbering of serials 2.6    First or only sequence core if available for serials
 Substitute a slash for a hyphen, as necessary, for clarity (RDA 2.6.1)
   
Numeric and/or alphabetic designation of first issue or part of sequence (T) 2.6.2 *  M  Use unformatted 362 (1st indicator 1)
 LCPS 1.8.2: LC Practice: Apply the first alternative of 1.8.2: Record numerals in the form in which  they appear on the source of information. (PCC allows following 2nd alternative based on  cataloger judgment).
 LCPS 1.8.5: LC practice: For ordinal numerals in languages other than English, Chinese,  Japanese, and Korean, use the form 1., 2., 3., etc. PCC will allow for following RDA as written
c if 362 1 "Began.."
Chronological designation of first issue or part of sequence (T) 2.6.3 *  M  Use unformatted 362 (1st indicator 1)
 Record or supply chronological designation of the first issue whenever this information is  available, regardless of whether the first issue is in hand or not.
 Captions and months are transcribed as found
 If numbering is not present or known, give the beginning date of publication or the copyright date.
 If numbering includes both issue number and date, put parentheses around the date.
 Include new series designations, changes in numbering, etc., in this field or in the 515, whichever  is clearer.
c if 362 1 "Began.."
Numeric  … of last issue or part of sequence (T) 2.6.4 *  M  Use unformatted 362 (1st indicator 1)
 Record or supply numeric/and or alphabetic designation of the last issue whenever this  information is available, regardless of whether the last issue is in hand or not.
c if 362 1 "Ceased.."
Chronological … of last issue or part of sequence (T) 2.6.5 *  M  Use unformatted 362 (1st indicator 1)
 Record or supply chronological designation of the last issue whenever this information is  available, regardless of whether the last issue is in hand or not.
c if 362 1 "Ceased.."
Date of production 2.7.6 *  M  Only used for a resource in unpublished form   264
Place of publication (T) 2.8.2 *  M  If more than one place, only the first recorded is required.
 Record changes in place, if they are considered to be important for identification or access.    (RDA 2.8.1.5.2)
 If a place of publication is not named on the resource, supply a probable place of publication  whenever possible. If recording [Place of publication not identified], then give as complete a  distribution or manufacture date as possible
c if 264
Publisher’s name (T) 2.8.4 *  M

 If more than one publisher, only the first recorded is required.
 Also record changes in publisher name or of a different publisher appearing on later issues, if they  are considered to be important for identification or access.  (RDA 2.8.1.5.2)
 If a publisher is not named on the resource supply a name according to the sources listed in RDA  2.2.4:

 (a) accompanying material (e.g., a leaflet, an "about" file)
 (b) a container that is not issued as part of the resource itself (e.g., a box, case made by the  owner)
 (c) other published descriptions of the resource
 (d) any other available source (e.g., a reference source)

c if 264
Date of publication 2.8.6 *  M  Serials: Record Publication Date of first and last issue if the dates are known and the first or last  issues are in hand.
 Integrating Resources: if the date(s) of publication cannot be approximated, no date is recorded  (RDA 2.8.6.5 applies to multipart monographs, serials, and integrating resources).
c if 264
Place of distribution (T) 2.9.2 *  M  For a published resource, if place of publication not identified; if more than one, only the first  recorded is required c if 264
Distributor’s name (T) 2.9.4 *  M  For a published resource, if publisher not identified; if more than one, only the first recorded is  required c if 264
Date of distribution  2.9.6 *  M  For a published resource, if date of publication not identified c if 264
Place of manufacture (T) 2.10.2 *  M  For a published resource, if neither place of publication nor place of distribution identified; if more  than one, only the first recorded is required c if 264
Manufacturer’s name (T) 2.10.4 *  M  For a published resource, if neither publisher nor distributor identified; if more than one, only the  first recorded is required c if 264
Date of manufacture 2.10.6 *  M  For a published resource, if neither date of publication, date of distribution, nor copyright date  identified c if 264
Copyright date 2.11*  M  LC practice 2.11: Give a copyright date for a single-part monograph if neither the date of  publication nor the date of distribution is identified. It is not required to give copyright dates for  multipart monographs, serials, and integrating resources c if 490
Title proper of series (T) 2.12.2 *  M  Core if a series added entry is not being made c if 490
ISSN of series  2.12.8 *  M   c if 490
Numbering within series (T) 2.12.9 *  M   c if 490
Title proper of subseries (T) 2.12.10 *  M  Core if a series added entry is not being made c if 490
ISSN of subseries 2.12.16 *  M  Per Policy Statements Report LCPS will be labeled as a core element for LC/PCC c if 490
Numbering within subseries (T) 2.12.17 *     c if 490
Mode of issuance 2.13  M   c Ldr Bibl Lvl
Frequency 2.14  M  Current frequency (310) is a core element for CONSER if known.
 Former frequency (321) is not required on original records.
 U.S. ISSN center staff required to code 008/18-19
c 008/18-19
310
321
Identifier for the manifestation 2.15 *  M   c if 022030
Note on title 2.20.2 *  M  Always cite the source of title, even if it is the title page. Should be combined with “Description  based on” note.
 See LCPS for 2.20.2.3 LC practice for Optional omission: Do not omit the note
c 500
Note on issue, part, or iteration used as the basis for identification of the resource. 2.20.13   M

 1) Always provide “Description based on” as a best practice even if first issue in hand.
 2) Wording in RDA: "Identification of the resource based on:..." is only an example. CONSER will  continue to use "Description based on."

 3) Always make a note (588 "Latest issue consulted") identifying the latest issues used as the  basis for identification of the resource even if last issue is in hand.

c 588
DESCRIBING CARRIERS          
Media type + 3.2  M   c 337
Carrier type 3.3  M   c 338
Extent 3.4 *  M  Provide a term for type of carrier for currently published, tangible non-print formats (e.g., computer  discs).
 Provide extent and carrier terms for other formats only if the resource is complete and the total  extent is known.

 Require at least the term (e.g., “volumes”) for “dead” serials only
c if 300
Dimension 3.5 *    (Note: resource other than serial)   300
Note on changes in carrier characteristics 3.22.6 *  M  Give if carrier characteristics vary and new description isn't made c if 500
PROVIDING ACQUISITION AND ACCESS INFORMATION    
Uniform Resource Locator 4.6 *     c if 856
IDENTIFYING WORKS AND EXPRESSIONS      
Preferred title for the work 6.2.2 *  W  Title or form of title chosen as the basis for the authorized access point representing that work.  For example language editions   130240
Form of work 6.3  W  If needed to differentiate c if 130240
Date of work 6.4 *  W  If needed to differentiate c if 130240
Place of origin of the work 6.5  W  If needed to differentiate c if 130240
Other distinguishing characteristic of the work 6.6  W  If needed to differentiate c if 130240
Content type 6.9  E   c 336
Date of expression 6.10 *  E  If needed to differentiate c if 130240
Language of expression 6.11 *  E  Yes, in 008/35-37.041/546   008/35-37041546,
130240
Additions to authorized access points representing works 6.27.1.9  W  When creating a bibliographic or name authority record for a serial, construct an authorized  access point with a parenthetical qualifier if the authorized access point is the same as the  authorized access point of another work. Follow LCPS 6.27.1.9 as a guide. Use judgment in  selecting an appropriate addition.    
DESCRIBING CONTENT          
Language of the content 7.12 *  E  For serials with multiple languages code 041 $a only for the language of the primary content;  supply more complete information re. languages of other content in 546   041546
Script 7.13.2 *  E  Record for some languages (see LCPS 7.13.2.3)   546
PERSONS, FAMILIES, AND CORPORATE BODIES ASSOCIATED WITH A WORK    
Creator 19.2 *  W  RDA: If there is more than one creator responsible for the work, only the creator having principal  responsibility named first in resources embodying the work or in reference sources is required. If  principal responsibility is not indicated, only the first-named creator is required.
 LC Practice: After satisfying the RDA core requirement, catalogers may provide additional  authorized access points for creators according to cataloger’s judgment.
c if 1XX

7XX
Other person, family, or corporate body associated with a work 19.3 *  W  If the authorized access point representing that person, family, or corporate body is used to  construct the authorized access point representing the work
 After satisfying the RDA core requirement, catalogers may provide additional authorized access  points according to cataloger’s judgment.
c if 1XX

7XX
PERSONS, FAMILIES, AND CORPORATE BODIES ASSOCIATED WITH AN EXPRESSION        
Contributor 20.2 *  E  LC Practice: CORE for illustrators of resources intended for children  c if 7XX
RECORDING RELATIONSHIPS BETWEEN WORKS, EXPRESSIONS, MANIFESTIONS, AND ITEMS      
RELATED WORKS          
Related work 25.1 *  W  Prefer 7XX $i or MARC 21 content designation (e.g. sequential relationships in 780 and 785)  rather than 5XX (773, 774, 787 are not required)
 When giving relationship, give reciprocal relationships when appropriate (primarily for serials and  integrating resources).  
c if 5XX,7XX
RELATED EXPRESSIONS          
Related expression 26.1 *  E  Prefer 7XX $i or MARC 21 content designation (e.g. sequential relationships in 780 and 785)  rather than 5XX (773, 774, 787 are not required)
 When giving relationship, give reciprocal relationships when appropriate (primarily for serials and  integrating resources).   
c if 5XX,7XX
RELATED MANIFESTATIONS        
Related manifestation 27.1*  M  Make for format versions and reproductions. Use 776 for different formats, 775 if the related  manifestation is in the same format. Give reciprocal relationships c if 5XX,76X-787
RELATED ITEMS          
Related item 28.1 *  I  Make for reproductions, bound withs, and for special relationships for rare materials if warranted   5XX,76X-787

MARC

CONSER MARC-TO-RDA CORE ELEMENTS

 See also: CONSER RDA Cataloging Checklist   ||  CONSER RDA Core Elements Table  ||  Where\'s that RDA Tool (for Serials)?

Explanation of symbols in this table:

  •   “Element” column: a “T” in parentheses identifies a transcribed element per RDA instruction or per CONSER agreement in that instruction.
  •   “RDA no.” column: an asterisk (*) indicates there is an LCPS for that instruction or an alternative, option, etc., related to that instruction.
  •   “FRBR” column (FRBR entities): =Work  = Expression  = Manifesation I= Item
  •   “Core” column:  c=  CONSER core    c if = CONSER core if applicable    [blank] = not required

 

MARC encoding Element  RDA no. FRBR Core Notes
Leader
Bibl Lvl
Mode of issuance  2.13 M c  
Fixed Field:
008/18-19
Frequency 2.14 M c U.S. ISSN center staff required to code 008/18-19
Current frequency (310) is a core element for CONSER if known.
Current frequency (310) is a core element for CONSER if known.
see also: 310/321          
Fixed Field:
008/35-37
Language 6.11 * E   Language also in: 041 and546
022 ## ISSN (Manifestation) 2.15 * M c if  
030 Coden (Manifestation) 2.15 * M c if  
041 _# $a Language 6.11 * E    
041 _# $a Language 7.12 * E   For serials with multiple languages code 041 $a only for the language of the primary content; supply more complete information re. languages of other content in 546
See also 008/35-37 & 546          
1XX Creator 19.2 * W c if RDA: If there is more than one creator responsible for the work, only the creator having principal responsibility named first in resources embodying the work or in reference sources is required. If principal responsibility is not indicated, only the first-named creator is required.
LC Practice: After satisfying the RDA core requirement, catalogers may provide additional authorized access points for creators according to cataloger’s judgment.
X30          
130 0# $a, $n, $p Preferred title 6.2.2 * W   Title or form of title chosen as the basis for the authorized access point representing that work. For example language editions
  Language of expression 6.11 * E   Language also in: 008/35-37, 041, 546
  Authorized access points:
Qualifiers
6.27.1.9 W   When creating a bibliographic or name authority record for a serial, construct an authorized access point with a parenthetical qualifier if the authorized access point is the same as the authorized access point of another work. Follow LCPS 6.27.1.9 as a guide. Use judgment in selecting an appropriate addition.
210 Abbreviated title (T) 2.3.10 M c if Record in 210; not 246
222 Key title (T) 2.3.9 M c if  
240          
$k Form of work 6.3 W c if If needed to differentiate
$f Date of work 6.4 * W c if If needed to differentiate
$g Place of origin 6.5 W c if If needed to differentiate
$g Other distinguishing characteristic of the work 6.6 W c if If needed to differentiate
  Date of Expression 6.10 * E c if If needed to differentiate
  Language of expression 6.11 * E   Language also in 008/35-37.041, 546
245 _ _  $a,$n,$p Title proper (T) 2.3.2 M c  
245 _ _  $b Parallel title proper (T) 2.3.3 M c Record parallel titles in field 246 11  
245 _ _  $b Other title information (T) 2.3.4 M   Record if it provides clarification or support to the title proper that otherwise might appear misleading without the other title information.
245 _ _  $c Statement of responsibility relating to the title proper (T) 2.4.2  M   Usage of variant names appearing in a statement of responsibility on later issues may be recorded in 550 notes or in the 4XX field of authority records
246 11 Parallel title proper (T) 2.3.3 M c Record parallel titles in field 246 11  
246 1# Variant title (T) 2.3.6 M c if Record initialisms/acronyms of the title proper not chosen as the title proper in field 246 rather than other title information (Per May 2012 LC rule revision proposal: 2.3.2.5, exception:  revise to give form not selected as variant title (not as other title information)
Record variant titles that appear prominently in the resource being cataloged, and which a user might reasonably consider to be the title. 
246 1# $i Vols. for … have title: $a  Later title proper (T) 2.3.8 M c Record minor title changes
247 10 Earlier title proper (T) 2.3.7  M c if 247 is used only for integrating resources
250 ## Designation of edition (T) 2.5.2  M c if  
264 _0 $c Date of production 2.7.6 * M   Only used for a resource in unpublished form
264 _1 $a Place of publication (T) 2.8.2 * M c if If more than one place, only the first recorded is required.
Record changes in place, if they are considered to be important for identification or access.  (RDA 2.8.1.5.2)
If a place of publication is not named on the resource, supply a probable place of publication whenever possible. If recording [Place of publication not identified], then give as complete a distribution or manufacture date as possible
264 _1 $b Publisher’s name (T) 2.8.4 * M c if If more than one publisher, only the first recorded is required.
Also record changes in publisher name or of a different publisher appearing on later issues, if they are considered to be important for identification or access.  (RDA 2.8.1.5.2)
If a publisher is not named on the resource supply a probable publisher name whenever possible. If recording [Publisher not identified], then give as complete a distribution or manufacture date as possible
264 _1 $c Date of publication 2.8.6 * M c if Serials: Record Publication Date of first and last issue if the dates are known and the first or last issues are in hand.
Integrating Resources: if the date(s) of publication cannot be approximated, no date is recorded (RDA 2.8.6.5 applies to multipart monographs, serials, and integrating resources).
264 _2 $a Place of distribution (T) 2.9.2 * M c if For a published resource, if place of publication not identified; if more than one, only the first recorded is required
264 _2 $b Distributor’s name (T) 2.9.4 * M c if For a published resource, if publisher not identified; if more than one, only the first recorded is required
264 _2 $c Date of distribution  2.9.6 * M c if For a published resource, if date of publication not identified
264 _3 $a Place of manufacture (T) 2.10.2 * M c if For a published resource, if neither place of publication nor place of distribution identified; if more than one, only the first recorded is required
264 _3 $b Manufacturer’s name (T) 2.10.4 * M c if For a published resource, if neither publisher nor distributor identified; if more than one, only the first recorded is required
264 _3 $c Date of manufacture 2.10.6 * M c if For a published resource, if neither date of publication, date of distribution, nor copyright date identified
264 _4 $c Copyright date 2.11* M c if RDA: Copyright date is a core element if neither the date of publication nor the date of distribution is identified.
LC practice 2.11: Give a copyright date for a single-part monograph if neither the date of publication nor the date of distribution is identified. Do not give copyright dates for multipart monographs, serials, and integrating resources
300 ## $a Extent 3.4 * M c if Continue with CSR practice: $a extent required only for tangible non-print formats.
Only if the resource is complete or if the total extent is known

Require at least the term (e.g., “volumes”) for “dead” serials only
300 ## $c  Dimension 3.5 *     (Note: resource other than serial)
310 ## Frequency 2.14 M c Current frequency (310) is a core element for CONSER if known.
Current frequency (310) is a core element for CONSER if known.
U.S. ISSN center staff required to code 008/18-19
see also: 008/18-19          
321 ## Former frequency 2.20.12.4 M    
336 ## $a  Content type 6.9 E c  
337 ## $a Media type + 3.2 M c  
338 ## $a Carrier type 3.3 M c  
362 1#  $a Numbering of serials 2.6     First or only sequence core if available for serials
Substitute a slash for a hyphen, as necessary, for clarity (RDA 2.6.1)
362 1# $a Began … Numeric and/or alphabetic designation of first issue or part of sequence (T) 2.6.2 * M c if Use unformatted 362 (1st indicator 1)
LCPS 1.8.2: LC Practice: Apply the first alternative of 1.8.2: Record numerals in the form in which they appear on the source of information. (PCC allows following 2nd alternative based on cataloger judgment).
LCPS 1.8.5: LC practice: For ordinal numerals in languages other than English, Chinese, Japanese, and Korean, use the form 1., 2., 3., etc. PCC will allow for following RDA as written
362 1#  $a Began with ... ( ...) Chronological designation of first issue or part of sequence (T) 2.6.3 * M c if Use unformatted 362 (1st indicator 1)
Record or supply chronological designation of the first issue whenever this information is available, regardless of whether the first issue is in hand or not.
Captions and months are transcribed as found
If numbering is not present or known, give the beginning date of publication or the copyright date.
If numbering includes both issue number and date, put parentheses around the date.
Include new series designations, changes in numbering, etc., in this field or in the 515, whichever is clearer.
362 1# Ceased … Numeric  … of last issue or part of sequence (T) 2.6.4 * M c if Use unformatted 362 (1st indicator 1)
Record or supply numeric/and or alphabetic designation of the last issue whenever this information is available, regardless of whether the last issue is in hand or not.
362 1# Ceased with (…) Chronological … of last issue or part of sequence (T) 2.6.5 * M c if Use unformatted 362 (1st indicator 1)
Record or supply chronological designation of the last issue whenever this information is available, regardless of whether the last issue is in hand or not.
490 _# $a Title proper of series (T) 2.12.2 * M c if Record when series added entry is not being made
490 _# $x ISSN of series  2.12.8 * M c if  
490 _# $v Numbering within series (T) 2.12.9 * M c if  
490 _# $a …  Title proper of subseries (T) 2.12.10 * M c if Record when series added entry is not being made
490 _# $x ISSN of subseries 2.12.16 * M c if Per Policy Statements Report LCPS will be labeled as a core element for LC/PCC
490 _# $v Numbering within subseries (T) 2.12.17 *   c if  
500 ## $a Note on title 2.20.2 * M c Always cite the source of title, even if it is the title page. Should be combined with “Description based on” note.
See LCPS for 2.20.2.3 LC practice for Optional omission: Do not omit the note
  Note on changes in carrier characteristics 3.22.6 * M c if Give if carrier characteristics vary and new descritpion isn't made
546 ## $a  Language of expression 6.11 * E   For serials with multiple languages code 041 $a only for the language of the primary content; supply more complete information re. languages of other content in 546
  Language of the content 7.12 * E    
546 ## $c Script 7.13.2 * E   Record for some languages (see LCPS 7.13.2.3)
See also:
008/35-37
         
and also: 041          
5XX Related work 25.1 * W c if Prefer 7XX $i or MARC 21 content designation (e.g. sequential relationships in 780 and 785) rather than 5XX (773, 774, 787 are not required)
When giving relationship, give reciprocal relationships when appropriate (primarily for serials and integrating resources).  
5XX Related manifestation 27.1* M c if Make for format versions and reproductions. Use 776 for different formats, 775 if the related manifestation is in the same format. Give reciprocal relationships
588 Note on issue, part, or iteration used as the basis for identification of the resource. 2.20.13  M c 1) Always provide “Description based on” as a best practice even if first issue in hand.
2) Wording in RDA: "Identification of the resource based on:..." is only an example. CONSER will continue to use "Description based on."
7XX Contributor 20.2 * E c if LC Practice: CORE for illustrators of resources intended for children 
7XX Other person, family, or corporate body associated with a work 19.3 * W c if If the authorized access point representing that person, family, or corporate body is used to construct the authorized access point representing the work
After satisfying the RDA core requirement, catalogers may provide additional authorized access points according to cataloger’s judgment.
76X-787 Related work 25.1 * W c if Prefer 7XX $i or MARC 21 content designation (e.g. sequential relationships in 780 and 785) rather than 5XX (773, 774, 787 are not required)
When giving relationship, give reciprocal relationships when appropriate (primarily for serials and integrating resources).  
76X-787 Related expression 26.1 * E c if Prefer 7XX $i or MARC 21 content designation (e.g. sequential relationships in 780 and 785) rather than 5XX (773, 774, 787 are not required)
When giving relationship, give reciprocal relationships when appropriate (primarily for serials and integrating resources).   
76X-787 Related manifestation 27.1* M c if Make for format versions and reproductions. Use 776 for different formats, 775 if the related manifestation is in the same format. Give reciprocal relationships
76X-787 Related item 28.1 * I   Make for reproductions, bound withs, and for special relationships for rare materials if warranted
856 Uniform Resource Locator 4.6 *   c if